Quickstart: Configure a label for users to easily protect emails that contain sensitive information

Applies to: Azure Information Protection

Instructions for: Azure Information Protection client for Windows

In this quickstart, you'll configure an existing Azure Information Protection label to automatically apply the Do Not Forward protection setting.

The current Azure Information Protection policy already contains two labels that have this configuration:

  • Confidential \ Recipients Only

  • Highly Confidential \ Recipients Only

However, if your policy is older, or if protection wasn't activated at the time your organization's policy was created, you won't have these labels.

You can finish this configuration in 5 minutes.

Prerequisites

To complete this quickstart, you need:

  1. A subscription that includes Azure Information Protection Plan 1 or Plan 2.

    If you don't have one of these subscriptions, you can create a free account for your organization.

  2. You've added the Azure Information Protection blade to the Azure portal, and confirmed that the protection service is activated.

    If you need help with these actions, see Quickstart: Get started in the Azure portal.

  3. An existing Azure Information Protection label to configure.

    You can use one of the default labels, or a label that you've created. If you need help with creating a new label, see Quickstart: Create a new Azure Information Protection label for specific users.

  4. To test the new label: The Azure Information Protection client (classic) must be installed on a Windows computer.

    You can install the classic client by going to the Microsoft download center and download AzInfoProtection.exe from the Azure Information Protection page.

    If are using a different labeling client to the classic client, see the Office documentation for equivalent instructions to this tutorial. For example, Overview of sensitivity labels.

  5. To test the new label: A computer running Windows (minimum of Windows 7 with Service Pack 1), and on this computer, you're signed in to Office apps from one of the following categories:

    • Office apps minimum version 1805, build 9330.2078 from Office 365 Business or Microsoft 365 Business when you are assigned a license for Azure Rights Management (also known as Azure Information Protection for Office 365).

    • Office 365 ProPlus.

    • Office Professional Plus 2019.

    • Office Professional Plus 2016.

    • Office Professional Plus 2013 with Service Pack 1.

    • Office Professional Plus 2010 with Service Pack 2.

For a full list of prerequisites to use Azure Information Protection, see Requirements for Azure Information Protection.

Configure an existing label to apply the Do Not Forward protection

  1. Open a new browser window and sign in to the Azure portal as a global admin. Then navigate to Azure Information Protection.

    For example, on the hub menu, click All services and start typing Information in the Filter box. Select Azure Information Protection.

    If you are not the global admin, use the following link for alternative roles: Signing in to the Azure portal

  2. From the Classifications > Labels menu option: On the Azure Information Protection - Labels blade, select the label you want to configure to apply the protection.

  3. On the Label blade, locate Set permissions for documents and emails containing this label. Select Protect, and the Protection blade automatically opens if Not configured or Remove Protection was previously selected.

    If the Protection blade does not automatically open, select Protection:

    Configure protection for an Azure Information Protection label.

  4. On the Protection blade, make sure that Azure (cloud key) is selected.

  5. Select Set user-defined permissions (Preview).

  6. Make sure that the following option is selected: In Outlook apply Do Not Forward.

  7. If selected, clear the following option: In Word, Excel, PowerPoint and File Explorer prompt user for custom permissions.

  8. Click OK on the Protection blade, and then click Save on the Label blade.

Your label is now configured to display in Outlook only, and apply the Do Not Forward protection to emails.

Test your new label

Your configured label displays only in Outlook and is suitable for emails sent to any recipient outside your organization when Exchange Online is configured for the new capabilities in Office 365 Message Encryption.

  1. On your computer, open Outlook and create a new email message. If Outlook is already open, restart it to force a policy refresh.

  2. Specify the recipients, some text for the email message, and then apply the label that you just created.

    The email message is classified according to the label name, and protected with the Do Not Forward restriction.

  3. Send the email.

The result is that recipients cannot forward the email, or print it, copy from it, or save attachments, or save the email as a different name. The protected email message can be read by any user, on any device.

Clean up resources

Do the following if you do not want to keep this configuration and return your label such that it doesn't apply protection:

  1. From the Classifications > Labels menu option: On the Azure Information Protection - Labels blade, select the label you configured.

  2. On the Label blade, locate Set permissions for documents and emails containing this label, select Not configured, and select Save.

Next steps

This quickstart includes the minimum options so that you can quickly configure a label that makes it easy for users to protect their emails. However, if the configuration is too restrictive, or not restrictive enough, see the other example configurations:

For full instructions how to configure a label that applies protection, see How to configure a label for Rights Management protection.