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Writer's pictureManpreet Singh

Configure Security Policies On the Security And Compliance Center On SharePoint Office 365


Welcome to an article on how to configure security policies on the security and compliance center on SharePoint Office 365.

You can configure data loss prevention (DLP) policies to manage your organization’s information across various locations in all the sites or on the drive.

If you are a tenant administrator, open your Office portal and click “Security & Compliance”.


You will reach your security and compliance center.


We have here:

Security policies


You can configure data loss prevention (DLP) policies to manage your organization’s information across various locations in all the sites or on the drive.

This policy can either be from any finance or medical act or you can create your own custom policies for your organization and secure the documents.

Let’s create a DLP policy together and see what it offers us.

  • Click “Add a DLP policy”.

  • You will see the section, as shown below:


  • As we don’t have anything here, let’s create one.

Click the ‘+’ symbol on the view.

  • You will see a dialog box.


  1. If you want to create a custom policy, click next or if you want to choose any of the templates under the Financial, Medical and Privacy sections. You can choose one from among them.

  2. When we see the financial section, we have some default policy acts, which you can see from the screen, shown below. You can choose any of them, if they suit your criteria.


In a similar way, we have some default policies under the Medical section.


In the Privacy section, when you select a default policy, it will provide you complete details on the policy act.


  • For our demo purposes, I will choose a custom template and click Next.


  • It will ask you where you want to set up this policy. You can choose from the options above and click ‘Next’.


  • You can click the ‘+’ symbol to create a new DLP Policy.


  • It will ask you to add a new DLP rule to your policy.

  • Click conditions and you can choose any of the scenarios shown in the screenshot below, which should meet your policy requirement.


  • Now choose an action. What happens when a condition is met from the screenshot is shown below:


  • Now, if you want, you can configure an incident report; if the condition is met which will trigger an incident to you and your team, if it matches the criteria, as shown below:


  • Now under General, you can provide a name to the DLP rule and provide a description.


  • It will throw an error; if the rule has any problem when you click OK, otherwise, your new policy will be set according to the rule and will be functionally right at this moment.

Here, in this article, we saw how to configure security policies on the security and compliance center on SharePoint Office 365. There is more to learn, until then keep reading and keep learning.

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