Set Up End User Coaching for Endpoint DLP

1. Review the Setup Prerequisites for End User Coaching to ensure you are running the minimum required agent, endpoint software, and Enterprise DLP plugin versions to display notifications.
2. Install the Prisma Agent on Windows or macOS.
3. Log in to Strata Cloud Manager.
4. Enable Autonomous DEM.

   Select ConfigurationNGFW & Prisma AccessConfiguration ScopeAccess AgentPrisma Agent and click Add Agent Settings. Configure the required settings to display notifications to your users in the Access Experience UI when they generate a DLP incident.

   Configure the following required App Configuration settings. Configure the rest of the Prisma Agent settings as needed.

   • Access Experience—Select Install.
   • Display ADEM Update Notification—Select Enable.

5. (macOS only) In the Access Experience UI, select SettingsNotifications and enable Allow notifications.

   You must enable this setting in the Access Experience UI for each user. It is required to display notifications when the user generates a DLP incident. Configure the rest of the Access Experience notifications settings as needed.
6. Configure Enterprise DLP.

   1. Create a decryption profile and policy rule.

      Enterprise DLP requires a decryption rule to decrypt and inspect traffic for sensitive data.
   2. Create custom data patterns to define your match criteria.

      Alternatively, you can use the predefined data patterns instead of creating custom data patterns.
   3. Create a data profile and add your data patterns.

      Only custom data profiles are supported. The default Action for all predefined DLP rules is Alert. You must clone the predefined data profile to edit the DLP rule Action.
   4. Set up Endpoint DLP.

      1. Add a Peripheral.
      2. Create a Peripheral Group.
7. Create an Endpoint DLP notification template.

   The notification template defines the format of the coaching notification that end users receive when they generate an incident. Using the template, you can specify the contents of the notification message that appears when an Endpoint DLP policy rule blocks access to a peripheral device or blocks the transfer of sensitive files to a peripheral device. You can also enable localization in the template to send notifications in each user’s preferred language.

   1. Select ConfigurationEnd User Coaching.
   2. On the End User Coaching page, click Create New.
   3. Fill out the fields of the notification template.

      1. In Template Name and Template Description, enter a name and a description that explains the purpose of the notification.
      2. For Product Name, choose ENDPOINT_DLP.
      3. (Optional) If you want the message to display in the end user's preferred language, complete the following steps.
         1. Enable Allow for Language Localization.
         2. Select the languages you want to support.
         3. Apply your selected languages to the template.
         Notifications display in the language of each user's device if you applied that language to the template. Otherwise, notifications display in English.
      4. Specify notification text for one or more security event types.
         You can specify coaching notifications for the following types of security events:
         • An attempt to transfer a file containing sensitive data to a peripheral device
         • An attempt to access a restricted peripheral device
         For each event type, complete the following steps:
         1. Select Enable Agent Notification.
         2. Specify a Notification Title that users receive when Enterprise DLP blocks the transfer of sensitive data. For example, Sensitive Data Transfer Detected.
         3. Define the Notification Message that users receive when Enterprise DLP blocks the transfer of sensitive data.
            You can use the following variables in your message templates. Include the brackets for each variable.
            • (File transfer incidents only) [File Name]—File name and extension containing sensitive data blocked by Enterprise DLP.
            • (File transfer incidents only) [Transfer Method]—The type of file action the user attempted, such as an upload or download action.
            • [Peripheral Type]—Type of peripheral device associated with the Endpoint DLP incident.
            • [Peripheral Name]—Name of the peripheral device associated with the Endpoint DLP incident.
            • [Action]—Action Enterprise DLP took when sensitive data was detected. This value is always Blocked.
            • [Policy Name]—Name of the Endpoint DLP policy rule against which the Endpoint DLP incident was generated.
         4. Select one of the following notification display types:
            • Toast—The notification disappears automatically without requiring user interaction. When you select this option, you can also select the screen location where the toast notification appears.
            • Modal—Users must dismiss the notification manually.

         5. (File transfer incidents only) To let users bypass security policies for legitimate business needs, select Enable Exemption Request.
            If you enable this setting in the template, users can request an exemption for their file upload or download. If the display type is Modal, users can also specify the reason they are requesting an exemption.
            1. Specify whether Enterprise DLP grants exemption requests automatically or sends them to an incident responder for approval.
            2. Specify the number of days that Enterprise DLP allows the exemption before the user must re-request it. The maximum period is 365 days.

   4. Show Preview to see how the coaching notification appears to the user. If you applied additional languages to the template, select each language in the preview to verify the translation and make changes as needed.

   5. Save the Endpoint DLP notification template.
8. Create an Endpoint DLP Policy Rule to enable end user notification for the rule and to select the notification template for the rule.

   When a user action triggers an incident based on the DLP rule, the user receives a notification based on the notification template.
9. The user who generated the Endpoint DLP incident can view the Data Security notification for more information about the sensitive data uploaded, downloaded, or posted.

   A Data Security notification appears for seven days. There is no limit to the number of notifications.