[Essentials] How to set-up Email Encryption

Situation	I removed my encryption filters, how do I add them back in? How can I encrypt an email with data loss prevention (DLP)? Can I create an encryption filter with other key words?
Solution	How to enable Encryption and create filters manually. Enable Encryption Standard default subject filter Plug-in filter Other subject filter Create DLP filter

Enable Encryption

1. Click Company Settings.
2. Click Features.
3. Tick check box for Enable Email Encryption.
4. Click Save.

Note:

After enabling encryption, two outbound filters are automatically created. One for the subject, and one for the plug-in.

Standard default subject filter

How to create the standard subject filter with [encrypt]

1. Click Company Settings.
2. Click Filters.
3. Select the Outbound tab.
4. Click on New Filter.
5. Choose a name for your filter (e.g. Encryption - subject).
6. Click Continue.
7. Ensure Scope is set to Company.
8. If statement
   1. First parameter: Email Subject
   2. Second Paraemter: CONTAIN(S) ANY OF
   3. Text box: [encrypt]
9. Do statement
   1. Select Encrypt
   2. Click ADD ANOTHER ACTION 
   3. Select Strip Subject Line Encryption Terms
10. Click Save.

Note:

Like the standard filter rules, at step 9, you may want to add in another condition, then set it to: Stop Processing Additional Filters.

Plug-in filter

How to create the filter with the Outlook Plug-in.

1. Click Company Settings.
2. Click Filters.
3. Select the Outbound tab.
4. Click New Filter.
5. Choose a name for your filter (e.g. Encryption - plug-in).
6. Click Continue.
7. Ensure Scope is set to Company.
8. If statement
   1. First parameter: Email Headers
   2. Second Paraemter: CONTAIN(S) ANY OF
   3. Text box: x-proofpointencryptdesktop
9. Do statement
   1. Select Encrypt
10. Click Save.

Note:

Please download the plug-in here.

Other subject filter

This is similar to Standard default subject filter, but you can input any word terms you want.

• Follow the same general steps in Standard default subject filter; the change is in step 8-3.
• From this step, you can alter the Text Box information.
• Enter in any key words you would like to have encryption triggered on.
  • Example: [Private], [secure], etc

Note:

Entering in multiple key words is fine, but each needs to have a comma and single space to run correctly

Create DLP filter

A majority of customers will create a DLP filter to protect privacy data.

1. Click Company Settings.
2. Click Filters.
3. Select the Outbound tab.
4. Click New Filter.
5. Choose a name for your filter (e.g. Encryption - DLP[term]).
6. Click Continue.
7. Ensure Scope is set to Company.
8. If statement
   1. First Parameter: Dictionary Scan or Smart Identifier Scan
   2. Second Parameter: Cannot be changed from "CONTAIN(S) ANY OF"
   3. Third Paremeter:
      1. Click Manage.
      2. In the pop-up, click the arrow to see the DLP term.
      3. Check the box for the appropriate term.
      4. Repeat steps 2-3 as needed.
      5. Click Close.
9. Do statement
   1. Select Encrypt
10. Click Save.

Note:

When selecting DLP, it would be best to use both Dictionary and Smart Identifier Scan to use like terms Smart Identifier: Financial Information > Credit Card Number Dictionary: Personal Information > Credit Card Terms Utilizing both terms in the same IF statement will help ensure less false positives on a single term being used. In step 9, it is optional here to Add Another Action, then also set: Stop Processing Additional Filters.