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    Upload a Custom Document Type
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    Enterprise DLP

    Upload a Custom Document Type

    Table of Contents

    Upload a Custom Document Type

    Upload custom documents to Enterprise Data Loss Prevention (E-DLP) to create match criteria specific to documents your organization uses.
    Where Can I Use This?What Do I Need?
    • NGFW (Managed by Panorama or Strata Cloud Manager)
    • Prisma Access (Managed by Panorama or Strata Cloud Manager)
    • Enterprise Data Loss Prevention (E-DLP) license
      Review the Supported Platforms for details on the required license for each enforcement point.
    Or any of the following licenses that include the Enterprise DLP license
    • Prisma Access CASB license
    • Next-Generation CASB for Prisma Access and NGFW (CASB-X) license
    • Data Security license
    Upload a custom document to Enterprise Data Loss Prevention (E-DLP) using Indexed Document Matching (IDM) or Trainable Classifiers to create a custom document type or model. Custom documents types and models are used to classify and detect your standardized documents and prevent exfiltration of sensitive data.
    Custom document uploads using Trainable Classifiers allows you to specify two different training documents types with a single custom document model. Up to 10 unique custom document models are supported for a single Next-Generation CASB for Prisma Access and NGFW or Next-Generation CASB for Prisma Access and NGFW (CASB-X) tenant. A custom document type cannot be deleted after it's added to an advanced data profile
    • Positive Training Documents—Custom documents containing sensitive data that you want Enterprise DLP to inspect for and prevent exfiltration.
    • Negative Training Documents—Custom documents that you do not want Enterprise DLP to inspect for. Sensitive data in these document types added to this training set are ignored.
      Enterprise DLP will inspect for and prevent exfilitration of sensitive data in the event there is overlap between documents in the positive and negative training documents.
    A custom document type cannot be deleted after it's added to an advanced data profile. You need to remove the custom document type from the data profile to delete it from Enterprise DLP.

    IDM

    Upload custom documents to Enterprise Data Loss Prevention (E-DLP) using Indexed Document Matching (IDM) to create match criteria specific to documents your organization uses.
    1. Log in to Strata Cloud Manager.
    2. Select ManageConfigurationData Loss PreventionDocument Types.
    3. Add New to upload a new custom document.
    4. Define the new custom document.
      1. Enter a Name for the custom document.
      2. For the Technique, select Index Document Match (IDM).
      3. 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.
      4. (Optional) Enter a Description for the custom document.
        Up to 300 characters are supported.
      5. 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.
      6. Generate.
    5. 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.

    Trainable Classifiers

    Upload custom documents to Enterprise Data Loss Prevention (E-DLP) using Trainable Classifiers to create match criteria specific to documents your organization uses.
    1. Log in to Strata Cloud Manager.
    2. Select ManageConfigurationData Loss PreventionDocument Types.
    3. Add New to upload a new custom document.
    4. Define the new custom document.
      1. Enter a Name for the custom document.
      2. For the Technique, select Trainable Classifier (TC).
      3. 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.
      4. (Optional) Enter a Description for the custom document.
        Up to 300 characters are supported.
      5. Upload a .zip for the either the Positive Training Documents, Negative Training Documents, or both.
        For the Source File for either, Browse Files to select the .zip file. Before you upload, review the upload requirements:
        • You must upload a .zip file containing your custom documents for the Positive Training Documents and for the Negative Training Documents. A discrete .zip file is required for each.
        • The .zip file must containing at least 20 document file types supported by Enterprise DLP.
          A .zip containing 50 documents is recommended.
        • All custom documents contained in the .zip file must be text files.
          • Minimum of 10 words required.
          • Maximum of 10 MB per custom document is supported.
        • Documents containing images are supported but all images are ignored.
          Documents containing images must still meet the minimum character requirement.
      6. Generate.
    5. 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.

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