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    Upload a Custom Document Type
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    2. Enterprise DLP
    3. Enterprise DLP Administration
    4. Configure Enterprise DLP
    5. Custom Document Types for Enterprise DLP
    6. 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?
    • Prisma Access (Managed by Strata Cloud Manager)
    • SaaS Security
    • NGFW (Managed by Strata Cloud Manager)
    • Enterprise Data Loss Prevention (E-DLP)
       license
    • Prisma Access (Managed by Strata Cloud Manager)
      —
      Prisma Access
       license
    • SaaS Security
      —
      SaaS Security
       license
    • NGFW (Managed by Strata Cloud Manager)
      —Support and
      AIOps for NGFW Premium
       licenses
    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 the security platform using
      Enterprise DLP
      .
    2. Navigate to the
      Enterprise DLP
       Document Types.
      • Cloud Management
        —Select
        Manage
        Configuration
        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
      .

    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 the security platform using
      Enterprise DLP
      .
    2. Navigate to the
      Enterprise DLP
       Document Types.
      • Strata Cloud Manager
        —Select
        Manage
        Configuration
        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
        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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