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Workstation configuration

In the Endpoint DLP, you can configure workstations individually to apply monitoring settings to track activities across specific folders. For bulk endpoint management, device groups can be configured centrally from the Admin Console—find the steps here.

Configure individually when you have a small number of endpoints with unique, machine-specific data monitoring requirements.

Configure in bulk when you manage a large or growing endpoint environment and need consistent, scalable policy enforcement across multiple machines.

Configuring a workstation individually

Follow these steps:

  • Select Endpoint DLP from the apps drop-down in the top-left corner.
  • Go to Configuration > Devices > Configured Workstations.
  • Click + Add Workstation(s).
  • Select your domain from the drop-down.
  • Click + in the Select Workstation(s) to add the required endpoints.
  • Select the monitoring settings you want to apply to the selected workstation.
  • If you want to monitor specific folders on the workstation, click Folder Settings > Local Folders and enter the folder path.
  • Click Install Agent and Finish.

Once configured, the workstation will be listed under Configuration > Devices > Configured Workstations. You can verify the configuration and manage workstations from here by reviewing the following:

  • Agent column: Select Manage Agent to install, reinstall, sync, download, or uninstall the agent on the workstation.
  • Status column: Indicates the current state of the workstation, such as Agent is running, or any issues such as access denial or agent installation failure.

Looking to configure endpoints in bulk?

Device Groups has been moved to Administrative Settings in the Admin Console to serve as a centralized, cross-module configuration layer. Find the steps to configure device groups here.

Once you have created device groups, you can add desired monitoring settings to it by following the steps below:

  • Select Endpoint DLP from the apps drop-down in the top-left corner.
  • Go to Configuration > Devices > Configured Groups.
  • Click + Configure Group.
  • Under Select Groups choose the desired preconfigured device groups.
  • From the options available, choose the desired monitoring settings.
  • Click Configure Group.

Note: The scope for Global Restriction Profiles is defined during profile setup, enabling flexible granular enforcement.

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