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Data Loss Prevention
Exchange and Office 365
Will Martin
Premier Field Engineer
Microsoft
Agenda
• DLP Overview
• Built-In DLP Policies
• Custom DLP Policies
• Custom DLP Policy Templates
• Additional Functionalities
DLP Overview
What is DLP?
• Keep internal information internal
• Corporate patents, contract information, etc
• Allow only specific people to send externally
• ex, personnel and SSNs, bankers and credit card or bank acct info
• Warn people what they’re doing
• Policy Tips
DLP – Exchange or Office 365
• On-Premises, Exchange only
• Office 365, both SCC and ExO DLP
• SCC includes SharePoint and OneDrive
• Both use the same underlying engine (i.e., templates), but are
implemented differently
• SCC policies are background, and can only be edited in O365 policies
• SCC policies can be used for email, SharePoint and OneDrive information
• ExO policies are implemented through transport rules
• ExO policies are more useful for email management
Duh …
DLP Overview
Demonstration
Built-In DLP Policies
Policy using Default Templates
• Built-in DLP Policy list
• O365 – Select from group,
then from list
• Steps through configuring
• Once saved, policy is deployed
• Exchange – Select from full list
• No configuring on creation
• Once saved, rules have been created
… NONE!!!
but need customized!!!
,
Basic DLP Underpinnings
• XML, RegEx, GUIDs
<Entity id="50842eb7-edc8-4019-85dd-5a5c1f2bb085" patternsProximity="300"
recommendedConfidence="85">
<Pattern confidenceLevel="85">
<IdMatch idRef="Func_credit_card" />
<Any minMatches="1">
<Match idRef="Keyword_cc_verification" />
<Match idRef="Keyword_cc_name" />
<Match idRef="Func_expiration_date" />
</Any>
</Pattern>
<Pattern confidenceLevel="65">
<IdMatch idRef="Func_credit_card" />
</Pattern>
</Entity>
and duct tape
Built-In DLP Policy
Demonstration
Custom DLP Policies
Custom Policies
• Uses solely transport rules – not available in O365 DLP
• SCC has a “custom” selection, but it uses existing custom templates
• Exchange allows a totally empty policy with no rules in it, or a rule based on
anything, without a template
• Open to any possible transport rules
• Any existing rule can be added
• Might be limited by features and capabilities in Office 365 tenant
• not sure what is available in E5 vs E3 vs etc
• Some capabilities require rights management
Custom DLP Policy
Demonstration
Custom DLP Policy Templates
Custom Templates from XML
• XML tells how to handle data types
• Custom templates are added to the lists of existing ones
• After being added, they are handled just as the existing ones
• Available in both ExO and SCC
• Used to create policies from templates, just as the default ones are used
<Entity id="E1CC861E-3FE9-4A58-82DF-4BD259EAB378" patternsProximity="300" recommendedConfidence="75">
<Pattern confidenceLevel="75">
<IdMatch idRef="Regex_employee_id" />
<Match idRef="Keyword_employee" />
</Pattern>
</Entity>
Custom DLP Policy Templates
Demonstration
Additional Notes
• Custom Templates – GUI vs XML
• GUI can do everything XML can, but requires multiple templates
• Custom Dictionaries
• Allow fast access to large lists of related information
• Limit of 100,000 items
• Larger counts can be handled by multiple dictionaries
<Pattern confidenceLevel="60">
<IdMatch idRef="25df91ba-1250-4248-a3e1-9eac4bd9c70f" />
</Pattern>
<Pattern confidenceLevel="75">
<IdMatch idRef="25df91ba-1250-4248-a3e1-9eac4bd9c70f" />
<Any minMatches="1">
<Match idRef="21b75a36-29b7-4aac-8517-39208c1b3571" minCount="1" />
</Any>
</Pattern>
…
Additional Functionalities
Outside DLP (Office 365 only)
• Azure Information Protection
• Automatic Policies – E5 only
• Conditional Access
• Block according to location, device, operating system, security
• Enforce MFA accordingly
Additional Functionalities
Demonstration
Appendix
Appendix
• Overview of data loss prevention policies
• https://support.office.com/en-us/article/Overview-of-data-loss-prevention-
policies-1966b2a7-d1e2-4d92-ab61-42efbb137f5e
• DLP procedures
• https://technet.microsoft.com/en-us/library/jj938003(v=exchg.150).aspx
• Customize DLP – Built-In, Export, Import and create a new rule
• https://blogs.technet.microsoft.com/tiagosouza/2016/11/23/customize-dlp-
built-in-export-import-and-create-a-new-rule/
• Create a keyword dictionary
• https://support.office.com/en-us/article/Create-a-keyword-dictionary-
c8a95d1b-c3b6-4613-98ab-0331d1872cf3

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Microsoft data loss prevention

  • 1. Data Loss Prevention Exchange and Office 365 Will Martin Premier Field Engineer Microsoft
  • 2. Agenda • DLP Overview • Built-In DLP Policies • Custom DLP Policies • Custom DLP Policy Templates • Additional Functionalities
  • 4. What is DLP? • Keep internal information internal • Corporate patents, contract information, etc • Allow only specific people to send externally • ex, personnel and SSNs, bankers and credit card or bank acct info • Warn people what they’re doing • Policy Tips
  • 5. DLP – Exchange or Office 365 • On-Premises, Exchange only • Office 365, both SCC and ExO DLP • SCC includes SharePoint and OneDrive • Both use the same underlying engine (i.e., templates), but are implemented differently • SCC policies are background, and can only be edited in O365 policies • SCC policies can be used for email, SharePoint and OneDrive information • ExO policies are implemented through transport rules • ExO policies are more useful for email management Duh …
  • 8. Policy using Default Templates • Built-in DLP Policy list • O365 – Select from group, then from list • Steps through configuring • Once saved, policy is deployed • Exchange – Select from full list • No configuring on creation • Once saved, rules have been created … NONE!!! but need customized!!! ,
  • 9. Basic DLP Underpinnings • XML, RegEx, GUIDs <Entity id="50842eb7-edc8-4019-85dd-5a5c1f2bb085" patternsProximity="300" recommendedConfidence="85"> <Pattern confidenceLevel="85"> <IdMatch idRef="Func_credit_card" /> <Any minMatches="1"> <Match idRef="Keyword_cc_verification" /> <Match idRef="Keyword_cc_name" /> <Match idRef="Func_expiration_date" /> </Any> </Pattern> <Pattern confidenceLevel="65"> <IdMatch idRef="Func_credit_card" /> </Pattern> </Entity> and duct tape
  • 12. Custom Policies • Uses solely transport rules – not available in O365 DLP • SCC has a “custom” selection, but it uses existing custom templates • Exchange allows a totally empty policy with no rules in it, or a rule based on anything, without a template • Open to any possible transport rules • Any existing rule can be added • Might be limited by features and capabilities in Office 365 tenant • not sure what is available in E5 vs E3 vs etc • Some capabilities require rights management
  • 14. Custom DLP Policy Templates
  • 15. Custom Templates from XML • XML tells how to handle data types • Custom templates are added to the lists of existing ones • After being added, they are handled just as the existing ones • Available in both ExO and SCC • Used to create policies from templates, just as the default ones are used <Entity id="E1CC861E-3FE9-4A58-82DF-4BD259EAB378" patternsProximity="300" recommendedConfidence="75"> <Pattern confidenceLevel="75"> <IdMatch idRef="Regex_employee_id" /> <Match idRef="Keyword_employee" /> </Pattern> </Entity>
  • 16. Custom DLP Policy Templates Demonstration
  • 17. Additional Notes • Custom Templates – GUI vs XML • GUI can do everything XML can, but requires multiple templates • Custom Dictionaries • Allow fast access to large lists of related information • Limit of 100,000 items • Larger counts can be handled by multiple dictionaries <Pattern confidenceLevel="60"> <IdMatch idRef="25df91ba-1250-4248-a3e1-9eac4bd9c70f" /> </Pattern> <Pattern confidenceLevel="75"> <IdMatch idRef="25df91ba-1250-4248-a3e1-9eac4bd9c70f" /> <Any minMatches="1"> <Match idRef="21b75a36-29b7-4aac-8517-39208c1b3571" minCount="1" /> </Any> </Pattern> …
  • 19. Outside DLP (Office 365 only) • Azure Information Protection • Automatic Policies – E5 only • Conditional Access • Block according to location, device, operating system, security • Enforce MFA accordingly
  • 22. Appendix • Overview of data loss prevention policies • https://support.office.com/en-us/article/Overview-of-data-loss-prevention- policies-1966b2a7-d1e2-4d92-ab61-42efbb137f5e • DLP procedures • https://technet.microsoft.com/en-us/library/jj938003(v=exchg.150).aspx • Customize DLP – Built-In, Export, Import and create a new rule • https://blogs.technet.microsoft.com/tiagosouza/2016/11/23/customize-dlp- built-in-export-import-and-create-a-new-rule/ • Create a keyword dictionary • https://support.office.com/en-us/article/Create-a-keyword-dictionary- c8a95d1b-c3b6-4613-98ab-0331d1872cf3

Editor's Notes

  1. Add Demo after this slide Shortcoming in DLP for OneDrive - http://onelistdashboard/list?id=115822&refid=IP&v=1520869447 – this is caused by LAG and the product group has been working on fixing it since 2016
  2. Show differences between O365 DLP and Exchange DLP
  3. get-dlppolicytemplate -Identity 'U.S. Health Insurance Act (HIPAA)'
  4. get-dlppolicytemplate -Identity 'U.S. Health Insurance Act (HIPAA)’ Get-DlpSensitiveInformationTypeRulePackage | Select -First 1 | % { $_.ClassificationRuleCollectionXml } $DLPRulePack = Get-DlpSensitiveInformationTypeRulePackage | Select -First 1 $DLPRulePack | Fl ClassificationRuleCollectionXml | More .\Open-Office365.ps1 Get-DlpPolicyTemplate -Identity 'U.S. Health Insurance Act (HIPAA)’ | Fl Get-DlpPolicyTemplate -Identity 'U.S. Health Insurance Act (HIPAA)’ | Fl * .\Open-O365SCC.ps1 Get-DlpSensitiveInformationTypeRulePackage | Select -First 1 | % { $_.ClassificationRuleCollectionXml }
  5. Show creation of a DLP policy with no rules, then add rules
  6. 300 Unicode characters means 150 ASCII characters, or 15-25 words (6 to 8 letters)
  7. https://regexr.com/ (among many others)
  8. https://regexr.com/ (among many others)
  9. My Bike Shop My Bike Shop Stuff Bike Parts
  10. Show the dictionary and how to use it
  11. Show the dictionary and how to use it