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This is the scheduler where you can configure your Scan, Patch, and Report schedules at the Company level.
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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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Company Scheduler - Table of Contents
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Company Scheduler - Overview
Company Scheduler is where you configure the automatic schedule for the Scan Scheduler, Patch Scheduler, Report Scheduler, and Report Builder Scheduler.
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Company Scheduler - Details
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Scan Scheduler
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The Scan Scheduler configures your scan jobs to take place automatically, including the Full Scan, Network Scan, Active Directory, and External Scan jobs. .
Scheduled Scan Examples | ||||
Scan Job Name | Scan Type | Frequency | Target Time | Agent Type |
Daily Full Scan - All Companies (Includes Active Directory, Compliance, Firewall, and Network Scans) (Allows you to select specific Discovery Settings based on the selected agent.) | Full Scan | Once Per Day | During business hours, we want assets to be online for scanning | Probe |
Daily ASM Scan - All Companies | Attack Surface Mapper | Once Per Day | After hours, any time | Non-Agent Scan |
Daily External Scan - All Companies | External Scan | Once Per Day | After hours, any time | Non-Agent Scan |
Weekly Compliance Scan - All Companies (Only needed if you are not using the Probe - Full Scan option) | Compliance | Once Per Week | During business hours, we want assets to be online for scanning | Lightweight or Probe Agent |
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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 > Scan Interval menu |
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Scan 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.
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Adding New Scan Schedule
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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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Company Patch Scheduler
Here, you will see any configured patch policies and have options to Edit or Delete them using the three-dot action menu.
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If you do not have any records here, 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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Company Report Scheduler
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NOTE: You must configure an Email integration under integrations to email reports. |
created will be displayed in the table, and various column data will be available.
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Add Scan Schedule
Tap on Add to create a new scan schedule.
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Complete the required fields based on the Scan Type selected.
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We have a KB for all the scan types here: Scan Types |
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You can use the Active toggle to enable or disable the schedule. This is a great way to stage your scheduler for review before turning it on.
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Edit Scan Schedule
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 Schedule
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, we can Add, Edit, and Delete from the automatic patch schedulers for Application and OS patching.
Add Patch Scheduler
Tap on the Add button.
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Complete the required fields and tap Save to complete.
The patch scheduler has two options, ‘Application' and ‘OS,’ under the Select Type drop-down.
This gives you control over the behavior of each type of patching policy. To patch both the Application and OS, you must configure two policies, one for each.
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For additional tips on patching, check out the Patch Management Guide |
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Edit Patch 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 Save.
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Delete Patch Scheduler
Tap on the three-dot Action menu on the right side of the table, then tap Delete.
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Company 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.  |
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The Select Type drop-down will filter to allow only the supported file types for the selected report(s); this will include the pdf, pptx, docx, and xlsx options  Report field will be filtered based on the selected Format Types.  |
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Please note that 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 email report will be sent as plain text if no password is entered. You can see the Encrypted status from the table view:  |
Company Scheduler - Action Toolbar Overview
The action toolbar has the Jobs, Alerts, and Info actions available.
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Jobs - select to view scan job(s) history and progress
Alerts - tap to view the System Events
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Report Builder Scheduler
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 the required fields.
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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 that is 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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Company 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 historical Scan Job(s) and their progress.
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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
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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 our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
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