Configure Connectivity to the DLP Cloud Service

Configure connectivity to the DLP cloud service for your local device.
To configure connectivity to the DLP cloud service, you must create an access token and then configure the
upload_config.properties
file included with the EDM CLI application. The access token you create is how the DLP cloud service authenticates you and understands which DLP user is uploading an EDM data set to the DLP cloud service. If you use a proxy server to connect to the internet, you must enter the proxy server details in the
upload_config.properties
file as well to successfully upload an EDM data set.
  1. Create the authentication mechanism used to connect the EDM CLI application to the DLP cloud service.
    • SASE Platform
      —Supported on EDM CLI application version 2.2 and later releases.
      If you are leveraging Enterprise DLP using the SASE Platform, you must add a service account that includes a
      Client ID
      and
      Client Secret
      . These are used to authenticate and connect the EDM CLI application to the DLP cloud service.
    • DLP app on the hub
    1. Log in to the DLP app on the hub.
      If you do not already have access to the DLP app on the hub, see the hub Getting Started Guide. Only Superusers can access the hub.
    2. Select
      Settings
      API Tokens
      and
      Create Token
      .
    3. Enter a descriptive
      Token Name
      and
      Create
      the access token.
    4. Copy the
      Access Token
      and
      Refresh Token
      and save them in a secure location.
      The access and refresh tokens are displayed only once after initial creation and cannot be viewed again. If you lose the access or refresh tokens, you must create a new access token.
    • Prisma Access (Cloud Managed)
    1. Select
      Configuration
      Security Services
      Data Loss Prevention
      Settings
      API Tokens
      and
      Create Token
      .
    2. Enter a descriptive
      Token Name
      and
      Create
      the access token.
    3. Copy the
      Access Token
      and
      Refresh Token
      and save them in a secure location.
      The access and refresh tokens are displayed only once after initial creation and cannot be viewed again. If you lose the access or refresh tokens, you must create a new access token.
  2. On the local device where you downloaded the EDM CLI application, navigate to and open the
    upload_config.properties
    file.
    The
    upload_config.properties
    file is bundled with the
    package-edm-secure-cli-<version>-<platform>.zip
    file contents you extracted when you set up the EDM CLI application.
  3. Configure the
    upload_config.properties
    file to enable connectivity to the DLP cloud service.
    1. Configure the authentication method.
      1. Specify whether you
        have_access_token_refresh_token
        .
        • If you created an access token, enter
          yes
          .
        • If you are leveraging the SASE Platform and added a service account, enter
          no
          .
      2. Configure authentication.
        • (
          Access Token
          ) Add the
          access_token
          and
          refresh_token
          you created in the previous step.
        • (
          SASE Platform
          ) Add the
          client_id
          and
          client_secret
          .
    2. Specify whether the local device uploading the EDM data set to the DLP cloud service requires a proxy server to the connect to the internet.
      If proxy server is not required, enter
      no
      (default). If a proxy server is required, enter
      yes
      .
    3. (
      Proxy server only
      ) Enter the
      proxy_host_name
      and
      proxy_port_number
      .
      Skip this step if a proxy server is not required for the local device to connect to the internet.
    4. (
      Proxy server only
      ) Enter the
      proxy_user_name
      and
      proxy_password
      .
      Skip this step if a proxy server is not required for the local device to connect to the internet.
    5. Enter the
      dataset_name
      for the EDM data set you want to upload. The data set name entered here is used in the DLP app for the uploaded EDM data set.
    6. Save the changes to the
      upload_config.properties
      file.

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