Registered documents classification rules apply repository definitions and content categories to files.
Create and define a content classification rule
Content classification rules link text patterns or dictionaries to content classifications. In previous versions of McAfee DLP Endpoint, they were known as content‑based tagging rules.
Task
For option definitions, press F1.
1 In the McAfee DLP Endpoint policy console navigation pane, select Content Protection | Classification Rules.
The available classification rules appear in the right‑hand pane.
2 In the Classification Rules pane, right‑click and select Add New | Content Classification Rule.
3 Rename the rule to something that will help you recognize its specific function.
4 Double‑click the rule icon and follow these steps in the wizard:
Step Action
1 of 4 Select one of the text pattern options, ANY (logical OR) or ALL (logical AND), then select one or more text patterns or text pattern groups from the available list. Click Add item to create a new text pattern, or click Add group to create a new text pattern group. Click Edit to modify an existing text pattern or group. Click Next.
2 of 4 Select one of the dictionary options,
3 of 4 (optional) Select the part of the document where the text pattern or dictionary matching takes place. This option is primarily intended to be used with Microsoft Word files, but applies to any file type that has a header / footer.
4 of 4 Select a content category, or create a new one by clicking Add New. Click Finish.
5 To activate the rule, right‑click the classification rule icon and select Enable.
Create and define a registered documents classification rule
Registered documents classification rules apply repository definitions and content categories to files.
Task
For option definitions, press F1.
1 In the McAfee DLP Endpoint policy console navigation pane, select Content Protection | Classification Rules.
The available classification rules appear in the right‑hand pane.
2 In the Classification Rules pane, right‑click and select Add New | Registered Documents Classification Rule.
3 Rename the rule to something that will help you recognize its specific function.
4 Double‑click the rule icon and follow these steps in the wizard:
Step Action
1 of 2 Select one or more registered documents repository definitions or groups from the available list. Click Add item to create a new registered documents repository definition, or Add Group to create a new registered documents repository group. Click Next.
2 of 2 Select a content category, or create a new one by clicking Add New. Click Finish.
5 To activate the rule, right‑click the classification rule icon and select Enable.
Tasks
• Index the registered documents repositories on page 93
Indexing of registered document repositories is scheduled in ePolicy Orchestrator server tasks.
• Deploy a registered document package to the client computers on page 93 Indexed registered document repository packages are distributed to the managed computers as a product deployment.
Index the registered documents repositories
Indexing of registered document repositories is scheduled in ePolicy Orchestrator server tasks.
Before you begin
Create a registered documents repository definition, then create and enable a registered documents classification rule and a protection rule using the content category specified in the classification rule. Apply the policy to ePolicy Orchestrator.
Task
For option definitions, click ? in the interface.
1 In ePolicy Orchestrator, select Menu | Automation | Server Tasks.
2 Select New Task.
3 In the Server Task Builder, name the new task and click Next.
4 On the Actions page, select DLP Register Documents Scanner from the drop‑down list. Click Next to schedule the scan. Review your task, then click Save.
The task now appears in the Server Tasks list. Select it and click Run to run the scan immediately.
Deploy a registered document package to the client computers
Indexed registered document repository packages are distributed to the managed computers as a product deployment.
Before you begin
The registered document package must be indexed in ePolicy Orchestrator.
Classifying sensitive content
Classification rules
8
Task
For option definitions, click ? in the interface.
1 In ePolicy Orchestrator select Menu | System Tree.
2 In the System Tree, select the level at which to deploy the registered document package.
Leaving the level at My Organization deploys to all workstations managed by ePolicy Orchestrator.
If you select a level under My Organization, the right‑hand pane displays the available workstations.
You can also deploy the registered document package to individual workstations.
3 Open the Client Task Builder wizard:
• In ePolicy Orchestrator 4.5, click the Client Tasks tab. Under Actions, select New Task.
• In ePolicy Orchestrator 4.6 and 5.0, click the Assigned Client Tasks tab. Under Actions, select New Client Task Assignment.
4 Select the deployment type:
• In ePolicy Orchestrator 4.5, in the Type field, select Product Deployment. Click Next.
• In ePolicy Orchestrator 4.6 and 5.0, in the Product field select McAfee Agent. In the Task Type field select Product Deployment. Click Create New Task.
5 In the Name field, type a suitable name, for example, Install DLP Registered Documents. Typing a description is optional.
6 In the Products and Components field, select DLP Registered Documents 9.2.0.0 or DLP Registered Documents 9.3.0.0.
Leave the Action field on Install.
Choose the registered documents version based on which McAfee DLP Endpoint clients you are deploying to. Registered document packages are not compatible between versions, so if you are supporting two client versions, you must make two separate packages.
• In ePolicy Orchestrator 4.5, click Next.
• In ePolicy Orchestrator 4.6 and 5.0, click Save.
7 Select a suitable Schedule type and set the Options, date, and Schedule parameters. Click Next.
8 Review the task summary. When you are satisfied that it is correct, click Save.