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FortiDLP Administration Guide

Creating custom assets

Creating custom assets

For complete flexibility, you can create custom assets that are tailored to your organization's needs. Custom assets can be created from scratch or based off of an existing asset by duplicating it. For more on duplicating assets, see Duplicating assets.

Some assets must be provided in JSON format, either by uploading a JSON file or copying and pasting JSON text into the FortiDLP Console. However, to simplify creation of list assets, such as IP address lists, these values can alternatively be entered as plain text.

Before you create content inspection pattern and keyword list assets and SaaS app specifier assets, see Content inspection parameters, Website parameters, and File and attachment origin parameters (Preview).

How to create a custom asset (for all asset types except SaaS app specifiers)
  1. In the FortiDLP Console, on the left-hand sidebar, click .
  2. Select the Policy assets tab.
  3. Click Create new.
  4. In the dialog box, do the following:
    1. In the Policy asset name field, type a policy asset name and then click Done.
    2. Optionally, click the Policy asset description field, type a policy asset description, and then click Done.
    3. In the menu, select the relevant asset type. For asset type descriptions, see Assets.
    4. Optionally, click the Asset tags field, type one or more keywords or terms describing the asset, separated by a space, and then click Done.
    1. Do one of the following:
      • To manually create an asset, either type or copy/paste the values into the entry box. Non-list assets must be provided in JSON format, and list assets can be provided using plain text or JSON text as follows:
        • To provide plain text, select the List radio button and then enter one value per line. Ensure you delete any empty lines or you will be unable to create the asset.
        • To provide JSON, select the JSON radio button and then enter the values. Ensure you delete any empty entries or you will be unable to create the asset.
        Note

        The FortiDLP Console indicates if the JSON text is invalid.

      • To upload a JSON file:
        1. Click> Upload a JSON file.
        2. Select the JSON file.
    2. Click Create.
How to create a custom SaaS app specifier asset
Note

It is recommended that you prepare your SaaS app inventory prior to creating SaaS app specifier assets. This will ensure that the needed apps are available for selection in the asset editor and that app conditions defined for assets align with those of apps in your inventory. For more information, see SaaS apps.

  1. In the FortiDLP Console, on the left-hand sidebar, click .
  2. Select the Policy assets tab.
  3. Click Create new.
  4. In the dialog box, do the following:
    1. In the Policy asset name field, type a policy asset name and then click Done.
    2. Optionally, click the Policy asset description field, type a policy asset description, and then click Done.
    3. In the menu, select SaaS app specifier.
    4. Optionally, click the Asset tags field, type one or more keywords or terms describing the asset, separated by a space, and then click Done.
    5. Do at least one of the following:
      • To define criteria to match web apps, in the Match SaaS apps by condition section, select the relevant categories, verdicts, and/or a minimum and maximum risk score from their respective menus. If multiple conditions are specified, a SaaS app will match if it has at least one of the defined values for each configured parameter.
      • Example

        For example, you might want to configure upload policy templates to only allow uploads to sanctioned apps. To do this, you could create as asset with a condition configuration that includes the Sanctioned verdict.

        Further, if your condition configuration includes the File sharing and storage and Google Apps categories and the Sanctioned verdict, apps in either category that are sanctioned will match.

      • To choose web apps from the inventory:
        1. In the Match SaaS apps from inventory section, click Add apps.
        2. In the Add SaaS applications dialog box:
          1. Select the checkbox(es) for the relevant app(s).
          2. Click Add apps.
      Note

      If you define app conditions and choose apps from the inventory, apps will match if they meet the criteria for either of these configurations (that is, OR logic applies).

    6. Click Create.

Creating custom assets

Creating custom assets

For complete flexibility, you can create custom assets that are tailored to your organization's needs. Custom assets can be created from scratch or based off of an existing asset by duplicating it. For more on duplicating assets, see Duplicating assets.

Some assets must be provided in JSON format, either by uploading a JSON file or copying and pasting JSON text into the FortiDLP Console. However, to simplify creation of list assets, such as IP address lists, these values can alternatively be entered as plain text.

Before you create content inspection pattern and keyword list assets and SaaS app specifier assets, see Content inspection parameters, Website parameters, and File and attachment origin parameters (Preview).

How to create a custom asset (for all asset types except SaaS app specifiers)
  1. In the FortiDLP Console, on the left-hand sidebar, click .
  2. Select the Policy assets tab.
  3. Click Create new.
  4. In the dialog box, do the following:
    1. In the Policy asset name field, type a policy asset name and then click Done.
    2. Optionally, click the Policy asset description field, type a policy asset description, and then click Done.
    3. In the menu, select the relevant asset type. For asset type descriptions, see Assets.
    4. Optionally, click the Asset tags field, type one or more keywords or terms describing the asset, separated by a space, and then click Done.
    1. Do one of the following:
      • To manually create an asset, either type or copy/paste the values into the entry box. Non-list assets must be provided in JSON format, and list assets can be provided using plain text or JSON text as follows:
        • To provide plain text, select the List radio button and then enter one value per line. Ensure you delete any empty lines or you will be unable to create the asset.
        • To provide JSON, select the JSON radio button and then enter the values. Ensure you delete any empty entries or you will be unable to create the asset.
        Note

        The FortiDLP Console indicates if the JSON text is invalid.

      • To upload a JSON file:
        1. Click> Upload a JSON file.
        2. Select the JSON file.
    2. Click Create.
How to create a custom SaaS app specifier asset
Note

It is recommended that you prepare your SaaS app inventory prior to creating SaaS app specifier assets. This will ensure that the needed apps are available for selection in the asset editor and that app conditions defined for assets align with those of apps in your inventory. For more information, see SaaS apps.

  1. In the FortiDLP Console, on the left-hand sidebar, click .
  2. Select the Policy assets tab.
  3. Click Create new.
  4. In the dialog box, do the following:
    1. In the Policy asset name field, type a policy asset name and then click Done.
    2. Optionally, click the Policy asset description field, type a policy asset description, and then click Done.
    3. In the menu, select SaaS app specifier.
    4. Optionally, click the Asset tags field, type one or more keywords or terms describing the asset, separated by a space, and then click Done.
    5. Do at least one of the following:
      • To define criteria to match web apps, in the Match SaaS apps by condition section, select the relevant categories, verdicts, and/or a minimum and maximum risk score from their respective menus. If multiple conditions are specified, a SaaS app will match if it has at least one of the defined values for each configured parameter.
      • Example

        For example, you might want to configure upload policy templates to only allow uploads to sanctioned apps. To do this, you could create as asset with a condition configuration that includes the Sanctioned verdict.

        Further, if your condition configuration includes the File sharing and storage and Google Apps categories and the Sanctioned verdict, apps in either category that are sanctioned will match.

      • To choose web apps from the inventory:
        1. In the Match SaaS apps from inventory section, click Add apps.
        2. In the Add SaaS applications dialog box:
          1. Select the checkbox(es) for the relevant app(s).
          2. Click Add apps.
      Note

      If you define app conditions and choose apps from the inventory, apps will match if they meet the criteria for either of these configurations (that is, OR logic applies).

    6. Click Create.