: Upload a Custom Document Type Using IDM
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Upload a Custom Document Type Using IDM

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Upload a Custom Document Type Using IDM

Upload custom documents to
Enterprise Data Loss Prevention (E-DLP)
using using Indexed Document Matching (IDM) to create match criteria specific to documents your organization uses.
Where Can I Use This?
What Do I Need?
  • Strata Cloud Manager
  • Enterprise Data Loss Prevention (E-DLP)
    license
  • (
    SaaS Security
    only
    )
    SaaS Security
    license
  • Prisma Access
    license
  • AIOps for NGFW Premium
    license
  • AIOps for NGFW Free
    license
Upload a custom document to
Enterprise Data Loss Prevention (E-DLP)
using Indexed Document Matching (IDM) to create a custom document type. Custom documents types are used to classify and detect your standardized documents and prevent exfiltration of sensitive data.
A custom document type cannot be deleted after it's added to a data profile.
  1. Log in to the security platform using
    Enterprise DLP
    .
  2. Navigate to the
    Enterprise DLP
    Document Types.
    • Cloud Management
      —Select
      Manage
      Configuration
      Security Services
      Data Loss Prevention
      Document Types
    • DLP app
      —Select
      Document 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
    .

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