Scheduler

Scheduler

You can find this module at the Global and Company levels.

The scheduler is one of the key features that allows you to create automatic schedules for scanning, patching, and reporting. You can use any combination of these options. Global vs. Company schedules give you complete control and flexibility to automate your vulnerability and compliance management.


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Table of Contents


Scheduler - Details

Access the Scheduler from the Settings category.

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The scheduler is divided into four categories. Tap between them to add, edit, and delete the schedules.

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Scan Scheduler

Configure automatic scan jobs here.

Check out the https://cybercns.atlassian.net/wiki/x/EIBffQ page for complete details on the available scan types.

Lightweight Agent scans happen automatically and do not require the scheduler; you can adjust the LWA Agent Scan Interval at Settings > LW Agent Scan Interval menu.

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Add Scan Scheduler

In ConnectSecure, the system uses the time zone configured in your browser to display and schedule scans. This means that scan times are aligned with your browser’s time zone setting.
To ensure scans run at the expected times, please verify that your browser’s time zone matches the time zone you intend for scheduling. For example, if you want scans to run according to Central Time (Texas), make sure your browser is set to US/Central.

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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SCAN SCHEDULER EXAMPLE

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If you are configuring a Full Scan or Internal Network Scheduler at the Company view you must select the Agent and Discovery Settings and tap + to save.

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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.


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

This section allows you to configure both the Application Patch Scheduler and the OS Patch Scheduler.

If no patch schedule policies exist, select the Add button to create a new policy.

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Complete all the required fields.

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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, and the schedule will only apply to machines that match the tag parameters.

Patch Scheduler Behavior: Staggering, Timing, and Reboot Logic
How does patch job staggering work?
• All agents begin the patch job at the scheduled start time, as long as they’re online.
• Staggering happens throughout the entire job window. For example, if the job is scheduled from 11:00 AM to 10:00 PM, agents may begin patching at any time during that window.
• Staggering is not limited to the beginning of the window it continues until the end of the scheduled time.
When does patch downloading occur?
• Each asset downloads patches right before it begins patching.
• Downloads are not preloaded in advance they happen just-in-time as the patching starts.
What happens if patching starts late in the window?
• If an asset begins patching at 9:45 PM and has multiple patches to apply:
• The job continues past the scheduled end time (10:00 PM) as long as patching is already in progress.
• All remaining patches will be applied until the job completes.
• If the job is still in the initiated state (i.e., hasn’t started yet) at 10:00 PM, it will be terminated.

When configuring the OS Patch Scheduler, you have the option to control how devices handle reboots after patching.

Reboot After Successful Patch

If you enable the option “Do you want to Reboot after successful Patch?”, ConnectSecure will automatically reboot the device after OS patches are successfully installed only when the update requires a reboot.

When this option is enabled, the reboot is performed silently through the Windows update/restart process. No interactive prompts or warnings are shown to the end user.

If the option is disabled, patches will install but the device will not reboot automatically. Assets that require a reboot will remain in a Pending Reboot state until a reboot is performed manually or by another policy.

Edit or Delete the Patch Scheduler records from the table view.

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Report Scheduler

The report download link sent to the end user will remain active for 7 days from the time it’s generated.

To ensure scheduled tasks display and run at the correct times, verify that your browser or system time zone matches your local time. ConnectSecure uses the browser’s time zone to determine how scheduled timestamps are shown in the portal. After updating your time zone settings, the scheduler timestamps should align with the expected run times. If timestamps continue to appear incorrect after adjusting your settings, contact Support for further assistance.

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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To send email reports from your 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 notifications@connectsecure.com

The Select Report field will be filtered based on the selected Format Types.

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If both DOCX and PDF are selected, and the chosen report is available in both formats, both versions will be sent.

The password field is optional. If you enter a password, the report email contents will be encrypted, and the recipient will need that password to view the results. After saving, the password is immediately encrypted for secure storage, and the encrypted value shown in the portal cannot be used to open the report. If no password is entered, the report will be sent in plain text. You can view the encryption status from the table.

You can see the Encrypted status from the table view:

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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 all the required fields to add a new scheduled report.

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You must create a Report Builder template from the Global Report Builder before you can schedule or select from the templates.

DOCX is the only available format that is supported for scheduling.

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.

Customizing the email body is not supported. The email content is generated using a standard backend template, and the body remains fixed for all scheduled reports. During delivery, only a few dynamic fields are populated automatically, including:

  • Company name

  • Report generation date

  • Download link (valid for 7 days)

  • Partner logo (if one has been configured in Report Settings)

Similarly, the email subject line is also fixed and follows the standard format:

{Company Name} reports generated for scheduler - {Scheduler Name}

Currently, there is no UI option available for end users or partners to modify the email body text, layout, or subject line.

The available email-related configurations are:

  • Updating the recipient list through Scheduler Settings

  • Adding or updating the partner logo through Report Settings

Password is optional. If you set a password, the report recipients will need the password to view the reports; emails are encrypted.


Scheduler - Toolbar Options

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

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Scan Scheduler Jobs

Scan Processing Time: After a scheduled scan is triggered, results typically appear in the portal within 5–10 minutes. This window allows the agent to receive the job, process system data, and transmit results after completion.

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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The job status is marked as “Partial” because most assets completed successfully, but at least one encountered an error. ConnectSecure reports a job as “Success” only when all assets complete without issues.


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

View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.

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Info

Tap here to view your V4 Getting Started Info.

https://cybercns.atlassian.net/wiki/x/MIDKfw


Help Link

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Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.


Layout Settings

Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.

I prefer the Teal color, Light mode, and Classic layout with an asset table view.

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Need Support?

If you need assistance, our support team is here to help. You can create, view, and manage support tickets through our portal at any time.

Support Portal: https://connectsecure.freshdesk.com
Email: support@connectsecure.com