Set Up End User Coaching for Enterprise DLP

1. Review the Setup Prerequisites for End User Coaching to ensure you're running the minimum required agent, endpoint software, and Enterprise DLP plugin versions to display notifications.
2. Contact your Palo Alto Networks representative to enable End User Coaching on your tenant.
3. Install the GlobalProtect app or Prisma Access Agent.

   • GlobalProtect—App version 6.2.7 or later on Windows or macOS
   • Prisma Access Agent—Install the Prisma Access Agent on Windows or macOS
4. Log in to Strata Cloud Manager.
5. Enable Autonomous DEM.

   • GlobalProtect
     (GlobalProtect only) On Strata Cloud Manager, select ConfigurationNGFW & Prisma AccessConfiguration ScopeGlobalProtectGlobalProtect App and Add App Settings. Configure the required settings to display notifications to your users in the Access Experience UI when they generate a DLP incident.
     (GlobalProtect and Prisma Access Agent) On Strata Cloud Manager, select ConfigurationNGFW & Prisma AccessConfiguration ScopeAccess AgentGlobalProtect App and Add App 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 GlobalProtect settings as needed.
     • Check (enable) Autonomous DEM and GlobalProtect Log Collection for Troubleshooting

     • Select Show Advanced OptionsApp and check (enable) Display ADEM Updates Notification Message

     • Select Show Advanced OptionsUser Behavior and for the DEM for Prisma Access (Windows and Mac Only) setting, select Install and User Can’t Enable or Disable DEM
     • Select Show Advanced OptionsUser Behavior and for the DEM for Prisma Access version 6.3 and above (Windows and Mac Only) setting, select Install the Agent

   • Prisma Access Agent
     On Strata Cloud Manager, select ConfigurationNGFW & Prisma AccessConfiguration ScopeAccess AgentPrisma Access Agent and 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 Access Agent settings as needed.
     • Access Experience—Select Install.
     • Display ADEM Update Notification—Check Enable.

6. (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 and is required to display notifications when the user generates a DLP incident. Configure the rest of the Access Experience notifications settings as needed.
7. 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. By default, all predefined DLP Rules' Action are set to Alert. You must clone the predefined data profile to edit the DLP rule Action.
   4. Modify the DLP rule.

      • When modifying the DLP rule, you must set the Action to Alert or Block. This is required to generate alerts in the Access Experience UI.
      • Add the DLP rule to a Profile Group and attach the Profile Group to a Security policy rule. This is required for Enterprise DLP to generate a DLP incident that then generates a notification in the Access Experience UI.
8. Select Configuration NGFW and Prisma Access and in the Configuration Scope, select Global
9. Select Setup and edit the End User Coaching Notification Template.

   The end user notification template defines which DLP rules generate a notification in the Access Experience UI and the contents of the notification. You should only add DLP rules added to a Profile Group that is associated with a Security policy rule. This is required for Enterprise DLP to generate a DLP incident that then generates a notification in the Access Experience UI. You can add a single DLP rule to multiple User Coaching Notification Templates.

   1. For the Product Name, select Inline Data Loss Prevention.
   2. Check (enable) Enable Notification Template to enable the template after creation.

      This setting is enabled by default.
   3. Enter a Notification Template Name.
   4. (Optional) Enter a Description
   5. Configure whether end users can request an exemption when they generate a DLP incident.

      End User Coaching exemptions give the end user the opportunity to provide context or business justification for traffic that generates an Alert or Block DLP incident. This enables your data security administrator to refine DLP rules, or an opportunity to describe if the DLP incident is a false positive detection.

      • Exemption Settings
        • Allow Exemption Requests—Allows end users to request a temporary exemption from the DLP rule that generated an Alert or Block DLP incident.
        • Allow Feedback on Alert—Allows the end user to submit feedback when they request an exemption for an Alert DLP incident.
          Select Allowed to make feedback on an exemption for an Alert DLP rule optional. Select Required to require feedback on an exemption for an Alert DLP rule.
        • Allow Feedback on Block—Allows the end user to submit feedback when they request an exemption for a file that generated a Block DLP incident.
          Select Allowed to make feedback on an exemption for a Block DLP rule optional. Select Required to require feedback on an exemption for a Block DLP rule.
   6. (Optional) Check (enable) High Confidence Detections Only.

      High confidence matches reflect how confident Enterprise DLP is when detecting matched traffic. For regular expression (regex) patterns, this is based on the character distance to the configured proximity keywords. For machine learning (ML) patterns, the ML models calculate the confidence level.

   7. Add one or more Applied Rules to the notification template.

      Add at least one DLP rule to the notification template. The end user notification template defines which DLP rules generate a notification in the Access Experience UI and the contents of the notification. Only add DLP rules added to a Profile Group that is associated with a Security policy rule. This is required for Enterprise DLP to generate a DLP incident that then generates a notification in the Access Experience UI. You can add a single DLP rule to multiple User Coaching Notification Templates.

      You can View Details for each DLP rule or Endpoint DLP policy rule you add to review the specific inspection details. This includes the traffic inspection Direction, applicable File Type, Action, and whether the DLP rule is inspecting for File Based Match Criteria, Non-File Based Match Criteria, or both.

   8. Define the Notification Message users receive when Enterprise DLP blocks sensitive data that match the data profiles associated with the DLP rule.

      The message templates are the Access Experience toast notifications users receive when Enterprise DLP blocks sensitive data. You can use the following variables in your message templates. Include the brackets for each variable.

      • [file name]—File name and extension containing sensitive data blocked by Enterprise DLP.
      • (File Based only) [direction]—Specifies whether Enterprise DLP blocked a file upload or download.
      • [app name]—Application user attempted to upload to, download from, or post non-file based content.
        When you add the [app name], Autonomous DEM also displays the URL domain for the app associated with the DLP incident.
      • [action]—Action Enterprise DLP took when sensitive data was detected. This value is always Blocked.

      1. Define the Message Template for File based detections.
         Skip this step if the DLP rule isn't configured for file-based detections.
      2. Define the Message Template for Non-File based detections.
         Skip this step if the DLP rule isn't configured for non-file based detections.
      3. Add a Support Link.
         You can add links directly into the Access Experience toast notification that describe your company policy for sharing or downloading sensitive data.

10. Save.
11. The user who generated the Enterprise DLP incident can view the Data Security notification for more information about the sensitive data uploaded, downloaded, or posted.

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