Configuration checklist

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

Depending on your organization's method for managing operator and user information, you may not need to complete all tasks in stage one. For example, if you will use LDAP or SAML for operator authorization, you can skip task 2.

Configuration checklist

Stage	Task	✓
1 – Managing operators and users	1. Creating Operator roles.
	2. Creating Internal operators.
	3. Enabling SAML operators.
	4. Syncing Entra ID users.
	5. Syncing LDAP users (see the FortiDLP LDAP Sync Tool Administration Guide).
2 – Integrating with third-party systems	6. Integrating with Microsoft.
	7. Integrating with Google.
	8. Integrating with SIEM tools.
	9. Creating webhooks
3 – Configuring the FortiDLP Infrastructure	10. Configuring behavioral analytics detection rules.
	11. Creating and assigning Labels.
	12. Enabling Policies.
	13. Creating custom assets.
	14. Configuring the Agent offline warning.
	15. Creating Agent configuration groups.
	16. Configuring File shadowing.
	17. Creating incident notification subscriptions.