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DLP procedures

Applies to: Exchange Server 2013

You can begin using a data loss prevention (DLP) solution in your messaging environment by using the following procedures. To learn about concepts and objectives for DLP, see Data loss prevention.

Create a DLP policy from a template: Information to help you configure a Microsoft-supplied, pre-built set of policy rules. Policy templates are an easy way to get started with managing message data that is associated with several common legal and regulatory requirements.

Create a custom DLP policy: Information to help you configure policy rules to meet the specific needs of your organization which may not be covered in one of the pre-existing DLP templates. The rule conditions that are available to you in a single policy include all the traditional transport rules in addition to the new sensitive information types.

Import a custom DLP policy template from a file: Information to help you import a file that contains policy information settings. Policies that are created independent of Exchange as XML files must meet specific format requirements in order to work correctly.

Manage DLP policies: Information to help you view, change, or remove existing data loss prevention policies.

View DLP policy detection reports: Track policy violations.


Data Loss Prevention is a premium feature that requires an Enterprise Client Access License (CAL).

For more information

Manage policy tips

Create incident reports for DLP policy detections