IDM

Log in to the security platform using
Enterprise DLP
.
Log in to
Strata Cloud Manager
(
Panorama only
) DLP app on the hub
If you don’t already have access to the DLP app on the hub, see the hub Getting Started Guide. Only Superusers can access the hub.
Navigate to the
Enterprise DLP
Document Types.
Cloud Management
—Select
Manage
Configuration
Data Loss Prevention
Document Types
DLP app
—Select
Document Types
Add New
to upload a new custom document.
Define the new custom document.
Enter a
Name
for the custom document.
For the
Technique
, select
Index Document Match (IDM)
.
Select the document
Category
.
The document category is used to group together similar types of documents for administrative purposes.
You can specify one of the following predefined categories—Academia, Confidential, Employment, Financial, Government, Healthcare, Legal, Marketing, or Source Code.
(
Optional
) Enter a
Description
for the custom document.
Up to 300 characters are supported.
For the
Source File
, drag and drop a file or
Browse Files
to select the custom document.
Before you upload a custom document, review the upload requirements:
Document must contain at least 250 characters.
Documents containing images are supported but all images are ignored.
Documents containing images must still meet the minimum character requirement.
Document up to 1 MB in size are supported.
Only one document can be uploaded at a time.
Document must be one of the file types supported by Enterprise DLP.
Generate
.
In
Document Types
, verify that your custom document successfully uploaded to
Enterprise DLP
.
To quickly find the document, you can search for the custom document
Name
. After you have located the custom document, confirm the
Status
is
Completed
.