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Mcafee Agent DLP
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  Product Guide Revision A McAfee Data Loss Prevention Endpoint9.3.0  COPYRIGHT Copyright © 2013 McAfee, Inc. Do not copy without permission. TRADEMARK ATTRIBUTIONS McAfee, the McAfee logo, McAfee Active Protection, McAfee AppPrism, McAfee Artemis, McAfee CleanBoot, McAfee DeepSAFE, ePolicy Orchestrator,McAfee ePO, McAfee EMM, McAfee Enterprise Mobility Management, Foundscore, Foundstone, McAfee NetPrism, McAfee Policy Enforcer, Policy Lab,McAfee QuickClean, Safe Eyes, McAfee SECURE, SecureOS, McAfee Shredder, SiteAdvisor, SmartFilter, McAfee Stinger, McAfee Total Protection,TrustedSource, VirusScan, WaveSecure, WormTraq are trademarks or registered trademarks of McAfee, Inc. or its subsidiaries in the United States andother countries. Other names and brands may be claimed as the property of others. LICENSE INFORMATIONLicense Agreement NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETSFORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOUHAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANY YOURSOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR AFILE AVAILABLE ON THE WEBSITE FROM WHICH YOU DOWNLOADED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE TERMS SETFORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OFPURCHASE FOR A FULL REFUND. 2 McAfee Data Loss Prevention Endpoint 9.3.0Product Guide  Contents Preface7 About this guide..................................7Audience..................................7Conventions.................................7Find product documentation..............................8 1Introduction9 How McAfee DLP Endpoint works...........................10Classify..................................10Track...................................11Protect...................................12Monitor...................................13Product components and how they interact.......................13McAfee Data Loss Prevention Endpoint client software................14 Deployment 2Deployment options and scenarios17 Choosing an endpoint product option..........................17Understanding backward compatibility.........................18Recommended installation..............................19 3Planning your deployment21 Verify the system requirements ............................22Configure the server................................23Working in a cluster environment...........................24Prepare the cluster ..............................25Test the cluster...............................25Create and configure repository folders.........................25Configure folders on Windows Server 2008....................26Configure folders on Windows Server 2003....................27Installation checklist................................28 Installation 4Installing the McAfee DLP Endpoint software31 Install the McAfee Data Loss Prevention Endpoint extension................31Initialize the McAfee DLP Endpoint policy console..................32Upgrade the license..............................34Check in the McAfee DLP Endpoint package to ePolicy Orchestrator..............35 5Installing a version upgrade37 Upgrade McAfee DLP Endpoint software.........................39Phased upgrade..................................39 McAfee Data Loss Prevention Endpoint 9.3.0Product Guide 3  Restore the policy after upgrade............................40 6Deploying McAfee DLP Endpoint43 Deploy the client software..............................43Define a default rule.............................43Deploy McAfee DLP Endpoint client with ePolicy Orchestrator.............44Verify the installation.............................46Deploy policies with ePolicy Orchestrator........................46Apply the system policy............................47Assign a policy or agent configuration......................47Import policies and editing policy descriptions...................48Refresh the policy..............................48 Configuration and use 7Configuring system components53 Agent configuration.................................53Apply the global agent configuration.......................53Import the global agent configuration......................54Reset the Agent Configuration values.......................54Configure Safe Mode operation............................54 8Classifying sensitive content55 Classifying by content................................55Using dictionaries to classify content.......................55Classifying content with document properties or file extensions............57Text pattern definitions............................57Whitelist..................................62Classifying by file location..............................63How discovery scanning works.........................64Defining network file shares..........................71Defining network parameters..........................72Defining registered document repositories.....................73Classifying by file destination.............................75How sensitive content is controlled in email....................75Defining local and network printers.......................78Controlling information uploaded to websites...................80Classification in use.................................82How McAfee DLP Endpoint categorizes applications.................82Applications and how to use them........................83Adding and removing applications........................88Defining file types..............................89Classification rules.................................90How classification rules link categories to content..................91Create and define classification rules.......................91 9Tracking content with tags and classifications95 How tags and content categories are used to classify content................95Create tags, content categories, catalogs, and groups................96How tagging rules link tags to content.........................98Create and define tagging rules.........................98Manual tags ...................................100Tag files manually..............................101Remove manual tags from content.......................101 10Applying McAfee DLP protection103 Contents 4 McAfee Data Loss Prevention Endpoint 9.3.0Product Guide
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