Import a custom DLP policy template from a file

Exchange 2013

Applies to: Exchange Online, Exchange Server 2013

Topic Last Modified: 2016-08-09

You can manage sensitive information through DLP policies by importing a file that contains policy information settings. DLP policy templates can be developed independent of Exchange as XML files. However, they must meet specific format requirements in order to work correctly. Alternatively, policies that are exported from a previous version of Exchange can be imported into Microsoft Exchange Server 2013.

You should enable your DLP policies in test mode before running them in your production environment. During such tests, it is recommended that you configure sample user mailboxes and send test messages that invoke your test policies in order to confirm the results.

Having problems? Ask for help in the Exchange forums. Visit the forums at Exchange Server, Exchange Online, or Exchange Online Protection.

Use the following procedure to import a custom DLP policy template from a file. In order to avoid confusion, supply a unique name for each part of your policy or rule when you have the option to provide your own name.

  1. In the EAC, navigate to Compliance management > Data loss prevention.

  2. Click the arrow that is next to the Add Add Icon icon, then click Import policy.

  3. On the Import policy page, complete the following fields:

    1. Select the file to import   Add the name of the policy file you want to install.

    2. Name   Add a name that will distinguish this policy from others.

    3. Description   Optionally, add a description that summarizes this policy.

    4. More options   Select the mode or state for this policy. The new policy is not fully enabled until you specify that it should be. The default mode for a policy is test without notifications.

    5. Click Next to validate and import the policy.

This example imports a custom DLP policy template file in the file C:\My Documents\DLP Backup.xml. Importing a DLP policy collection from an XML file removes or overwrites all pre-existing DLP policies that were defined in your organization. Make sure that you have a backup of your current DLP policy collection before you import and overwrite your current DLP policies.

Import-DlpPolicyCollection -FileData ([Byte[]]$(Get-Content -Path " C:\My Documents\DLP Backup.xml " -Encoding Byte -ReadCount 0))