DLP procedures

Applies to: Exchange Server 2013

You can begin using a data loss prevention (DLP) solution in your messaging environment by using the following procedures. To learn about concepts and objectives for DLP, see Data loss prevention.

Create a DLP policy from a template   Information to help you configure a Microsoft-supplied, pre-built set of policy rules. Policy templates are an easy way to get started with managing message data that is associated with several common legal and regulatory requirements.

Create a custom DLP policy   Information to help you configure policy rules to meet the specific needs of your organization which may not be covered in one of the pre-existing DLP templates. The rule conditions that are available to you in a single policy include all the traditional transport rules in addition to the new sensitive information types.

Import a custom DLP policy template from a file   Information to help you import a file that contains policy information settings. Policies that are created independent of Exchange as XML files must meet specific format requirements in order to work correctly.

Manage DLP policies   Information to help you view, change, or remove existing data loss prevention policies.

View DLP policy detection reports   Track policy violations.


Data Loss Prevention is a premium feature that requires an Enterprise Client Access License (CAL).

For more information

Manage policy tips

Create incident reports for DLP policy detections

Learn more about modes for DLP policies and rules