IRM policy and sensitivity label workbook security

If your organization uses Microsoft Sensitivity Labels or IRM (Information Rights Management), you can set a required sensitivity label or IRM Policy that must be set on a workbook to enable Anaplan XL Reporting functionality. If the required policy isn't set, no new connections can be added, no data will be retrieved and dialogs won't open until the correct security settings have been applied.

Find out about sensitivity label and IRM Policy at these links.

Specify the required security settings using a regular expression in the Admin Controlled settings file. This file  can be deployed with the product, refer to the Admin Controlled section on the settings file page. You can also set a custom warning message to display to the user if they try to use Anaplan XL functionality without the required workbook security.

<sensitivitylabelregex></sensitivitylabelregex>
<sensitivitylabelmessage></sensitivitylabelmessage>


<irmpolicyregex></irmpolicyregex>
<irmpolicymessage></irmpolicymessage>


After setting an IRM policy, save the workbook for the changes to take effect. Sensitivity label changes are applied as soon as the label is changed.

If you want users to only be able to use Anaplan XL functionality if the workbook has the "Confidential" IRM policy set, use:

<irmpolicyregex>^Confidential$</irmpolicyregex>
<irmpolicymessage>The workbook protection level does not meet the policies set. Set the workbook protection and save to continue</irmpolicymessage>


If you want users to only be able to use Anaplan XL functionality if the workbook has the "Confidential" or "Highly Restricted" IRM policy set, use:

<irmpolicyregex>^(Confidential|Highly Restricted)$</irmpolicyregex>


If you want users to only be able to use Anaplan XL functionality if the workbook has any IRM policy containing the text "Confidential", use:

<irmpolicyregex>Confidential</irmpolicyregex>