Setting up DLP File Scanning in a CTERA Portal

After adding the DLP license, you add a DLP server to the portal and then include DLP scanning in a plan at the global level. Any portal assigned to this plan includes DLP scanning.

To add a license key:

1. In the global administration view, select Settings > License in the navigation pane.
   The MANAGE LICENSES page is displayed.
   
2. Click Add license key.
   The Add License Keys window opens.
   
3. Copy the license key you received from CTERA, that includes antivirus, and paste it into the text box.
   To add more than one key, paste each key on a new line.
   The system verifies and activates the license keys by contacting the CTERA Activation service. As each license key is activated, it is associated with this installation of CTERA Portal.
4. Optionally add a comment in the Comment field. The comment is displayed in the MANAGE LICENSES page.

5. Click SAVE.

To add or edit a DLP server:

1. In the global administration view, select Settings > Data Loss Prevention in the navigation pane.
   The DATA LOSS PREVENTION page is displayed.
   
2. To add a new server, click Add a Server.
   The New DLP Server window is displayed.
   
   Or,
   To edit an existing DLP server, click the server’s name.
   The DLP server window is displayed with the server as the window title.
3. Specify the details:
   Name – A name for the server.
   Scanning server type – Use the supported DLP vendor: Symantec DLP Engine.
   Server URL – The URL of the server, including the ICAP port. The default ICAP port is 1344: http:// IP :1344/
   Server connection timeout – The server's connection timeout, in seconds.
4. Click SAVE.

The sever is added and started. The DATA LOSS PREVENTION page is redisplayed showing the server.

The Status bar at the top of the page shows the current status:

Active/RUNNING OK – DLP is running on at least one server.
Warning/NOT LICENSSED – The portal is not licensed for DLP.
Disabled/NOT RUNNING – DLP has been suspended and is not running.
Failed/NO SCANNING SERVERS AVAILABLE – There are no running DLP servers.

To set up DLP scanning in a plan:

1. In the global administration view, select Provisioning > Plans in the navigation pane.
   The PLANS page is displayed.
   
2. Click the plan to configure DLP scanning.
   The plan wizard opens, displaying the Services window.
   
3. Check Antivirus Service to activate the antivirus feature and continue with the wizard to completion.
4. Check Data Loss Prevention (DLP) to activate the DLP feature and continue with the wizard to completion.
   When DLP is activated, files are scanned for sensitive data automatically and transparently, before they are viewed or downloaded.