Domain 2 β€” Module 4 of 8 50%
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Domain 2: Implement DLP and Retention Free ⏱ ~13 min read

Endpoint DLP: Setup & Configuration

Extend DLP beyond the cloud to Windows and macOS devices. Configure device onboarding, Endpoint DLP settings, browser extensions, and just-in-time protection for files on user devices.

Why Endpoint DLP?

Simple explanation

Cloud DLP is like a security guard at the office door. Endpoint DLP is a guard who follows you home.

Cloud DLP protects data in SharePoint, OneDrive, Exchange, and Teams β€” data that lives in Microsoft’s cloud. But what about the file a user downloads to their laptop? Or prints on a home printer? Or copies to a USB drive?

Endpoint DLP extends protection to the device itself. It monitors and controls what users do with sensitive files on their Windows or macOS computers β€” copying to USB, printing, uploading to personal cloud services, accessing with unallowed apps, or pasting into a browser.

Device requirements and onboarding

Supported platforms

PlatformMinimum VersionOnboarding Method
Windows 10Version 1809+ (Enterprise, Pro, Education)Defender for Endpoint, Intune, Group Policy, Configuration Manager, local script
Windows 11All versionsSame as Windows 10
macOS12 (Monterey)+Intune, JAMF, local script

Onboarding methods

Choose the onboarding method that fits your device management infrastructure
MethodBest ForScale
Microsoft IntuneCloud-managed devices already enrolled in IntuneLarge scale β€” thousands of devices
Microsoft Defender for EndpointDevices already onboarded to DefenderSeamless β€” no extra deployment needed
Group PolicyDomain-joined Windows devices in on-premises ADLarge scale β€” AD-based deployment
Configuration ManagerSCCM/MECM managed devicesLarge scale β€” existing SCCM infrastructure
Local scriptTesting, pilot groups, non-domain-joined devicesSmall scale β€” manual per device

Endpoint DLP settings

Configure global Endpoint DLP behaviour in Microsoft Purview portal β†’ Settings β†’ Endpoint DLP settings:

Unallowed apps

Define applications that cannot access sensitive files:

SettingWhat It Does
Unallowed apps (Windows)Block specific Windows applications from opening sensitive files
Unallowed browser activitiesControl browser-based activities for sensitive content
Unallowed Bluetooth appsPrevent Bluetooth transfer of sensitive files

File path exclusions

Exclude specific folders from Endpoint DLP monitoring β€” useful for system directories, temp folders, or approved applications:

Example ExclusionWhy
%AppData%\CompanyApp\Your internal app needs access to sensitive files
%SystemRoot%\System32\System files should not trigger DLP
%ProgramFiles%\ApprovedTool\An approved security tool that needs file access

Browser extension

The Microsoft Purview browser extension for Chrome and Microsoft Edge monitors uploads from browsers:

FeatureWithout ExtensionWith Extension
Upload monitoringCannot see what users upload via browserDetects when sensitive files are uploaded to non-corporate cloud services
Paste monitoringCannot see browser clipboard actionsDetects when sensitive content is pasted into web forms
Policy enforcementNo browser-level DLPBlock or warn on sensitive uploads and paste actions

Just-in-time protection

Just-in-time (JIT) protection is an Endpoint DLP feature that temporarily blocks an egress action on a file DLP hasn’t evaluated yet β€” or whose classification is stale β€” while Purview finishes evaluating it against your DLP policies. It does not encrypt anything; it closes the timing gap between a file being created and DLP classifying it.

AspectDetail
What it doesTemporarily blocks a qualifying egress action on a not-yet-evaluated (or stale-classification) file while DLP evaluates it, then applies the policy verdict
Egress activitiesCopy to removable media, copy to a network share, print, copy/move over RDP, copy/move via a blocked Bluetooth app, upload to a restricted cloud domain. Copy to clipboard is JIT Audit by default
When it triggers a blockThe user is in scope for JIT, a DLP rule is set to Block or Block with override for that activity, the destination isn’t an allowed location, and evaluation doesn’t complete quickly
What happens nextOnce evaluation completes, the file’s DLP policy action applies (audit / block / block with override). Some activities resume automatically; others prompt the user to retry
Fallback actionIf evaluation can’t complete, the configured fallback β€” Allow or Block β€” applies
BenefitStops sensitive data leaving before it has been classified, without pre-labelling every file (encryption, when needed, comes separately from sensitivity labels)

JIT protection scenario

Without JIT: a user copies a brand-new, not-yet-classified sensitive file to USB before DLP evaluates it β†’ the file leaves unprotected. With JIT: the user attempts the copy β†’ because the file is unevaluated and a Block rule applies, Endpoint DLP briefly blocks the action while Purview evaluates the file β†’ the resulting DLP policy action then applies (allowed, or blocked / blocked with override). If evaluation can’t finish in time, the configured fallback (Allow or Block) applies.

Scenario: Dr. Liam deploys Endpoint DLP

St. Harbour Health needs to prevent patient data from leaving devices via USB or personal cloud:

  1. Onboarding: Clinical workstations enrolled via Intune β†’ devices onboarded to Endpoint DLP automatically
  2. Unallowed apps: Personal Dropbox, personal Google Drive client, WeTransfer marked as unallowed
  3. Browser extension: Deployed to Chrome and Edge on all clinical workstations
  4. JIT protection: Enabled for removable storage β€” a not-yet-classified file copied to USB is briefly held while DLP evaluates it, then allowed or blocked per policy (with a configurable fallback if evaluation can’t complete)
  5. Policy: Block USB copy of files matching patient health identifier SIT. Block with override for printing (nurses may need to print discharge summaries).
Question

What is the purpose of the Microsoft Purview browser extension for Endpoint DLP?

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Question

What does just-in-time (JIT) protection do in Endpoint DLP?

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Question

Name three methods for onboarding devices to Endpoint DLP.

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Knowledge Check

Marcus at NovaTech wants Endpoint DLP to block developers from uploading source code files to personal GitHub accounts via the browser. The developers use Chrome. What must Marcus deploy in addition to the Endpoint DLP policy?

Knowledge Check

Dr. Liam enabled JIT protection on clinical workstations at St. Harbour Health, with a DLP policy that blocks patient-identifier files from USB. A nurse copies a brand-new file containing patient identifiers to a USB drive before it has been classified. What does JIT protection do?


Next up: Endpoint DLP: Advanced Rules & Monitoring β€” create sophisticated device-specific DLP rules and monitor what’s happening on endpoints.