Quickstart: Get started with Azure Information Protection in the Azure portal

Applies to: Azure Information Protection

Instructions for: Azure Information Protection client for Windows

In this quickstart, you'll add Azure Information Protection to the Azure portal, confirm the protection service is activated, create default labels if you don't already have labels, and view the policy settings for Azure Information Protection.

You can finish this quickstart in less than 10 minutes.

Prerequisites

To complete this quickstart, you need:

  • 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.

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

Add Azure Information Protection to the Azure portal

Azure Information Protection isn't automatically available in the Azure portal. You must add it.

  1. Sign in to the Azure portal by using the global admin account for your tenant.

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

  2. On the hub menu, select Create a resource, and then, from the search box for the Marketplace, type Azure Information Protection.

  3. From the results list, select Azure Information Protection. Then on the Azure Information Protection blade, click Create.

    Tip

    Optionally, select Pin to dashboard to create an Azure Information Protection tile on your dashboard, so that you can skip browsing to the service the next time you sign in to the portal.

    Click Create again.

Confirm the protection service is activated

The protection service is now automatically activated for new customers, but it's a good idea to confirm it doesn't need manually activating.

  1. On the Azure Information Protection blade, select Manage > Protection activation.

  2. Confirm whether protection is activated for your tenant:

    • If protection is activated, you see the following confirmation:

      Azure Information Protection status for Azure RMS

    • If protection is not activated, you see this reflected in the status information, and the option to activate:

      Azure Information Protection status for Azure RMS

  3. If protection isn't activated, select Activate.

    When activation is complete, the information bar displays Activation finished successfully.

Create labels - if necessary

Your organization might already have labels because they were automatically created for your tenant, or because you have sensitivity labels in the Office 365 Security & Compliance center, the Microsoft security center, or the Microsoft compliance center. Let's take a look:

  1. Select Classifications > Labels:

    If you see the option Generate default labels, you don't yet have any labels:

    Azure Information Protection no default labels

    If you don't see this option to generate default labels, you already have labels, probably similar to those in the following picture, which are the default labels for Azure Information Protection:

    Azure Information Protection default labels

  2. If you do have labels, go to the next section to view your labels. If you don't yet have labels, select that option to Generate default labels.

  3. Then, to publish the labels for all users, from Classifications > Policies > Global:

    a. Select Add or remove labels.

    b. From the Policy: Add or remove labels blade, select all the labels, and then select OK.

    c. Back on the Policy: Global blade, select Save.

View your labels

Select Classifications > Labels, and spend a few minutes familiarizing yourself with the labels that are displayed on the Azure Information Protection - Labels blade.

If they don't look similar to the labels in the picture from the previous section, you aren't using default labels from Azure Information Protection but labels that have been created from the Office 365 Security & Compliance Center, the Microsoft 365 Security center, or the Microsoft 365 Compliance center.

Tip

If you don't want to use your custom labels, but instead, use default labels from Azure Information Protection:

  • Delete the custom labels and you then see the option to generate default labels in the Labels blade, as described in the previous section.

From the Azure Information Protection - Labels blade:

  • The default labels for classification are Personal, Public, General, Confidential, and Highly Confidential. The last two labels expand to show sublabels, which provide examples of how a classification can have subcategories.

  • From the MARKING and PROTECTION columns, you can see that some labels have visual markings configured. The visual markers are a footer, header, and watermark. Some labels might also have protection set.

For example:

Azure Information Protection quickstart overview of default labels

If you select a label, you see details for that label configuration on a new blade.

View your policy settings

The first time you connect to the Azure Information Protection service by using the Azure portal, default policy settings are always created for you that are used by the Azure Information Protection client. For this client, policy settings and the labels we viewed are downloaded to the client in the Azure Information Protection policy.

If you are using the Azure Information Protection unified labeling client, this client does not use these policy settings. Instead, this client downloads labels and policy settings from the Office 365 Compliance & Security Center, the Microsoft 365 Compliance center, or the Microsoft 365 Security center.

To view the default Azure Information Protection policy settings:

  1. Select Classifications > Policies > Global to display the default Azure Information Protection policy settings that are created for your tenant.

  2. After the labels, in the Configure settings to display and apply on Information Protection end users section, you see the policy settings. For example, there is no default label set, documents and emails are not required to have a label, and users do not have to provide justification when they change labels:

    Azure Information Protection policy global settings

  3. Because you are only viewing the settings, you can close any blades in the portal that you have opened.

Next steps

Now that you've seen the default labels and policy settings in the Azure portal, you might find the following tutorial helpful as your next step: Edit the policy and create a new label for Azure Information Protection.

Alternatively, for detailed instructions for configuring all aspects of the Azure Information Protection policy, see Configuring the Azure Information Protection policy.