Installing Nucleuz DLP Sensitive Types in
Microsoft Exchange Online

These instructions will help guide you through the installation of Nucleuz's DLP Sensitive Types (aka Classification Rules) in Microsoft Exchange Online.

Prerequisites

The following prerequisites are needed before installation:

  • A Microsoft Exchange Online account with DLP enabled (Plan 2 or higher)
  • Nucleuz's DLP Sensitive Types Rule Pack.
    This is provided by Nucleuz. Contact us if you do not have it.
  • An Exchange user account assigned at least one of these role groups, an equivalent custom role group, or an equivalent management role:
    • Compliance Management
    • Organization Management

    See Microsoft's Messaging Policy and Compliance Permissions TechNet article for more information about permissions for compliance management.

Installation

Installation is performed by first establishing a remote PowerShell session to your O365 or Exchange Online account, and then using that PowerShell session to install the sensitive types.

  1. Connect to your Exchange Online account using remote PowerShell.
  2. Using the remote Powershell session established above, follow the instructions for installing Nucleuz DLP Sensitive Types in Exchange On-Premise, by using the remote PowerShell session instead of the local Exchange Management Shell.

Using Nucleuz's DLP Sensitive Types in Compliance & DLP Policies

Typically Nucleuz will provide a customized DLP Policy which combines our Sensitive Types with other conditions and actions, specifically for organization. We recommend this approach to maximize productivity and coverage of your intended DLP Policy.
See Installing Nucleuz DLP Policies for more information on installing the DLP Policy or Policies provided by Nucleuz.

To use Nucleuz's DLP Sensitive Types in custom DLP policies:

  1. Sign into Exchange Admin Center
  2. Navigate to compliance management using the link on the left-hand side.
  3. Navigate to data loss prevention using the link near the top.
  4. Create or edit a DLP Policy and incorporate the new DLP Sensitive Type(s).

Contact us for more information about managing DLP Policies