Configuring Periodic Document Encryption

Periodic Document Encryption can be configured on either an individual client or a client group. If Periodic Document Encryption is enabled on a client from both the client group and client properties dialog boxes, the client-level settings will override any settings configured at the client group level.

Before You Begin

DLP settings are only available for Windows or Macintosh laptop clients. If you are accessing DLP settings for a client group, ensure the client group contains only Windows or Macintosh laptop clients.


To configure Periodic Document Encryption:

  1. Open the Data Loss Prevention settings for a client computer or client group. See Accessing Data Loss Prevention Settings.
  2. Under Periodic Document Encryption, select Enable Data Loss Prevention for these documents.
  3. Specify the files and folders that you want to lock by adding items to the Lock following contents box. See Periodic Document Encryption Settings.
  4. Choose how you want to modify the default Periodic Document Encryption settings.
    • Add or remove criteria for excluding files from Periodic Document Encryption.
    • Modify DLP scan settings.
    • Modify settings for unlocking files.

    See Periodic Document Encryption Settings.

  5. Click OK.

What to Do Next

After enabling Periodic Document Encryption on a client or client group, client owners must enable DLP on their laptops and create their DLP passkey. Refer client owners to Enable Data Loss Prevention (End-User) in the end user documentation.

Disabling Periodic Document Encryption

You can disable DLP on a client or client group by clearing the Enable Data Loss Prevention for these Documents check box in the advanced properties dialog box. However, if you disable DLP on a Macintosh laptop client, you must inform the laptop user to select the Restart Finder check box in the Process Manager in order to remove the DLP options from the laptop.

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