This is the scheduler where you can configure your Scan, Patch, and Report schedules.
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The scheduler is available at in both the company and global level. |
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Global and company-level Settings. If you set a global schedule, it will apply to all companies and any new companies added unless set as Denied. |
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Global Scheduler - Table of Contents
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Global Scheduler - Overview
Global Scheduler is where you configure the automatic schedule for the Scan Scheduler, Patch Scheduler, Report Scheduler, and Report Builder Scheduler.
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Global Scheduler - Details
Scan Scheduler
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The Scan Scheduler configures your scan jobs is where you configure scans to take place automatically.
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NOTE: Lightweight Agent scans are happening automatically and do not require the scheduler; you can adjust the LWA Agent Scan Interval at Overview > Settings > LW Agent Scan Interval menu |
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Field
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Description
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Is Active
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Displays an icon to indicate if the schedule is Active or Inactive
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Scheduler Name
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Displays the name of the scheduler.
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Scan Type
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Displays the scheduler Scan Type selected; Full Scan, Network Scan, or Active Directory Scan.
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Scheduler
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Displays the frequency of the scheduler; every_day, every_hour, etc.
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Scheduled Time
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Displays the scheduled time for the scheduler.
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Created
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Displays the date/time stamp when the scheduler was created.
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Updated
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Displays the date/time stamp when the scheduler was last updated.
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Patch Scheduler
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Add Scan Scheduler
Tap on Add to create a new schedule.
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Complete the required fields.
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Edit Scan Scheduler
Tap on the three-dot Action menu on the right side of the table, then tap Edit.
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Make any changes, then tap on Save.
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Delete Scan Scheduler
Tap on the three-dot Action menu on the right side of the table, then tap Delete.
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Tap Yes to confirm and complete the deletion.
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Patch Scheduler
Here, you will see any configured patch policies and have options the option to Edit or Delete them using the three-dot action menu.
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If you do not have any records here, you can tap the Add button to create a new patch schedule policy.
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Complete all the required fields and tap save when done.
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NOTE: You must configure an Email integration under integrations to email reports from ConnectSecure using the Report Scheduler |
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Tags are optional. If you choose from the drop-down, only the assets that contain matching tags will be displayed in the selected reports; this acts as a tag filter. |
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Report Scheduler
View the scheduled reports in the table view; tap the Add button to create a new record.
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Complete the required fields and tap save to create the schedule.
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Include Tags or Exclude Tags allows you to filter down the report accordingly.  | ||||||||
If you want to send email reports from your own email domain, you must configure an email integration and select it on the ‘Select Integration' drop-down. Otherwise, the default email will be sent from our email address of |
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Tags are optional. If you choose from the drop-down, only the assets that contain matching tags will be displayed in the selected reports; this acts as a tag filter. |
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The Select Report field will be filtered based on the selected Format Types.  |
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The password field is optional. If you choose to enter a password, the report email contents will be encrypted. The recipient will need to enter the password to view the results. The If no password is entered, the email report will be sent as plain text if no password is entered. You can see the Encrypted status from the table view:   |
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Report Builder Scheduler
Content coming soon
Global Scheduler - Action Toolbar Overview
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Global Scheduler - Action Toolbar Actions
Add Scheduler
Define the parameters for your scheduled scan and tap the Save button when completed.
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Toggle the Company Type to the Allowed or Denied Companies options to include or exclude specific companies from the schedule. |
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You can use the Active toggle to enable or disable the schedule.
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Edit Scheduler
You must select one record, then tap the Edit Scheduler icon to edit the parameters.
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Tap the Save button once desired changes are completed; otherwise, tap Cancel to back out.
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Remove Scheduler
You must select at least one schedule, then tap the Remove Scheduler icon to delete the schedule.
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You must tap the Yes on the confirmation box to complete the removal; otherwise, click Cancel to back out and keep the schedule.
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Scan Scheduler Jobs
Tap to view the historical Scan Job(s) and their progress.
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Patch Scheduler Jobs
Tap to view the Patch Scheduler Jobs with Company Names.
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Alerts
Tap to view the timeline style, System Events.
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Patch Scheduler
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NOTE: You need to enable Patch Status before any patching works. |
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If you have any configured Scheduler records, they will appear in the Patch Scheduler window along with the count.
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Patch Schedules that are configured will display the following data fields:
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Field
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Description
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Is Active
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Displays an icon to indicate if the schedule is Active or Inactive
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Scheduler Name
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Displays the name of the scheduler.
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Scan Type
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Displays the scheduler Scan Type selected; Full Scan, Network Scan, or Active Directory Scan.
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Scheduler
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Displays the frequency of the scheduler; every_day, every_hour, etc.
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Scheduled Time
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Displays the scheduled time for the scheduler.
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Created
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Displays the date/time stamp when the scheduler was created.
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Updated
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Displays the date/time stamp when the scheduler was last updated.
Add Patch Scheduler
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Define the parameters for your scheduled patch and tap the Save button when completed.
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You can use the Active toggle to enable or disable the schedule.
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Tap the Save button once desired changes are completed; otherwise, tap Cancel to back out.
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Tap the Action dot here. You can Edit and Delete the Scheduler icon to edit and Delete the parameters.
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You must tap the Yes on the confirmation box to complete the removal; otherwise, click Cancel to back out and keep the schedule.
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Patch Scheduler Jobs
Tap to view the historical Scan Job(s) and their progress.
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Tap the Created date to see additional details.
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You can view the scheduled reports in the table view; otherwise, tap the Add button to create a new record.
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Complete all the required fields to add a new scheduled report.
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NOTE: You must create a Report Builder template from the Global Report Builder before you can schedule or select from the templates. |
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DOCX is the only available format supported for scheduling. |
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Tags are optional. If you choose from the drop-down, only the assets that contain matching tags will be displayed in the selected reports; this acts as a tag filter. |
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Password is optional. If you set a password, the report recipients will need the password to view the reports; emails are sent encrypted. |
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Global Scheduler - Action Toolbar Overview
This toolbar will change actions based on the exact scheduler screen you are in.
Scan Scheduler contains Scan Scheduler Jobs
Patch Scheduler contains Patch Scheduler Jobs
Report Scheduler contains Report Scheduler Jobs
Report Builder Scheduler contains Report Builder Scheduler Jobs
Scan Scheduler Jobs
Tap to view the job details.
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Tap on the created date/time stamps to see additional details about the job.
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You can download the details from the job into Excel by tapping on the download icon.
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Patch Scheduler Jobs
Tap to view the job details.
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Tap on the created date/time stamps to see additional details about the job.
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You can download the details from the job into Excel by tapping on the download icon.
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Report Scheduler Jobs
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Tap on the created date/time stamps to see additional details about the job.
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You will see additional details about the report scheduler job details.
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Report Builder Scheduler Jobs
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Tap on the created date/time stamps to see additional details about the job.
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You will see additional details about the report scheduler job details.
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Alerts
Tap to view the timeline style, System Events.
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Need Support?
Contact You can contact our support team by sending an email to emailing support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
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