Add a template Skip Navigation
  1. BlackBerry Docs
  2. Cylance Endpoint Security
  3. Setup
  4. Cylance Endpoint Security Setup Guide
  5. Setting up CylanceAVERT
  6. Define sensitive content using information protection settings
  7. Using templates to group data types
  8. Add a template

Add a template

  1. From the management console, on the menu bar, click
    Settings > Information Protection
    .
  2. Click the
    Templates
     tab.
  3. To add a predefined template, click
    Add Predefined
    , select the predefined templates from the list and click
    Add
    .
  4. To create a custom template, click
    Create Custom
    .
  5. From the
    Add new template
     page, in the
    General Information
     section, enter the Template name and select the region from the drop-down list.
  6. In the
    Region
     drop-down menu, select the region the template will be used for. For example, if you are creating a template with Canadian Health card and Canadian Sin number data types, select Canada as the region.
  7. In the
    Information type
     drop-down menu, select the type of information that matches your template. Values are custom, financial, health, and personal data.
  8. In the
    Conditions Builder
     section, select the data type from the drop-down list and specify the number of minimum occurrences required to trigger the policy violation. To add another data type to the group, click
    Add Item
    . 
    • To add another data type to the group, click
      Add Item
      .
    • To add another condition group, click
      Add Group
      .
  9. Click
    Save
    .
After your template is added, you can add it to an information protection policy. See Managing information protection policies for more information.
To remove a template, do the following:
  1. From the management console, on the menu bar, click
    Settings > Information Protection
    .
  2. Click the
    Templates
     tab.
  3. To remove a predefined template, click
    X
     in the Actions column of the template. At the confirmation dialog, click
    Remove
    .
  4. To remove a custom template, click in the Actions column of the template. At the confirmation dialog, click
    Remove
    .
When a template is removed from your list, it will no longer be available for use in an information protection policy.
To edit a custom template, click on the template in the list, and edit the information in the fields. You can not edit a predefined template. Refer to steps 4-7 for more information.
To copy a template, click in the actions column of the template you want to copy, then at the confirmation dialog, click
Copy
.