DOCUMENT LIBRARY

FortiDLP Administration Guide

Home FortiDLP FortiDLP Administration Guide

Configuration checklist

Configuration checklist

The following checklist outlines the recommended sequence of tasks for configuring FortiDLP.

Configuration checklist
Stage	Task	✓
1 – Provisioning FortiCloud operator accounts	1. Setting up FortiCloud operators.
2 – Integrating with third-party systems	2. Integrating with Microsoft.
	3. Integrating with Google.
	4. Integrating with SIEM tools.
	5. Creating webhooks.
3 – Managing users	6. Syncing Entra ID users.
	7. Syncing Google Workspace users .
	8. Syncing LDAP users (refer to the FortiDLP LDAP Sync Tool Administration Guide).
4 – Configuring FortiDLP	9. Creating and assigning Labels.
	10. Enabling Policies.
	11. Creating custom assets.
	12. Configuring the Agent offline warning.
	13. Creating Agent configuration groups.
	14. Configuring SaaS apps.
	15. Configuring File shadowing.
	16. Creating incident notification subscriptions.
	17. Enabling a login banner message.

Previous

Next

Configuration checklist

Configuration checklist

The following checklist outlines the recommended sequence of tasks for configuring FortiDLP.

Configuration checklist
Stage	Task	✓
1 – Provisioning FortiCloud operator accounts	1. Setting up FortiCloud operators.
2 – Integrating with third-party systems	2. Integrating with Microsoft.
	3. Integrating with Google.
	4. Integrating with SIEM tools.
	5. Creating webhooks.
3 – Managing users	6. Syncing Entra ID users.
	7. Syncing Google Workspace users .
	8. Syncing LDAP users (refer to the FortiDLP LDAP Sync Tool Administration Guide).
4 – Configuring FortiDLP	9. Creating and assigning Labels.
	10. Enabling Policies.
	11. Creating custom assets.
	12. Configuring the Agent offline warning.
	13. Creating Agent configuration groups.
	14. Configuring SaaS apps.
	15. Configuring File shadowing.
	16. Creating incident notification subscriptions.
	17. Enabling a login banner message.

Previous

Next