Symantec provides the predefined templates that can help you create content filtering policies for specific scenarios. For example, the Credit Card template provides predefined conditions to detect a credit card number in incoming or outgoing email messages.
You can modify conditions in predefined templates to meet your specific needs. And you must configure certain policy settings, such as the policy name and the action to take if the policy is violated.
Predefined templates consist of the following types:
Described Content templates let you create the policy conditions that use dictionaries, attachment lists, and patterns.
Structured Data policy templates let you create the policy conditions that reference proprietary data sets that you upload to Symantec Messaging Gateway as a record. Messages that are filtered for your proprietary data help you protect your organization from data loss or theft.
In addition to records, Structured data templates also let you create the policy conditions that use dictionaries, attachment lists, and patterns.
Predefined policy templates may not have both a Described Content and a Structured Data type. For example, the Canadian Social Insurance Number template only uses the Described Content type. However, the Caldicott Report uses both Described Content and Structured Data. If both template types are available, you can only select one.
Use a blank template to create a policy that does not relate to any of the predefined templates.
Symantec Messaging Gateway does not support the ability to create a custom template that appears in the list of templates. However, you can create a policy to use as a template. When you create and save the policy, it appears in your list of content filtering policies along with any other policies that you have created. You can save a policy and give it a name that is easily recognizable as a template. Ensure that you disable the policies that you want to use as templates.