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How do I create/schedule a patch report?
To schedule a patch report, follow this instruction. Notice that you first need to create a template that can be selected for the schedule.
- log in to Security Center.
- Click Reports in the main menu.
- Click Schedules.
- Click +Add schedule > Patch.
- Under the headline General information enter the following:
- Name: the name of the report, e.g. Patch report.
- Report template: select the template you want to use. Notice that only patch templates are listed, because you selected that type in step 4.
- Under the headline Source you can either use the source selected in the template, or make the changes you want.
- IPs/Ranges: the source for your report. Can be specific host or IP ranges. You can add any number of hosts.
- Include hosts that: here you include hosts that have all or any of the specific tags that you enter.
- Do not Include hosts that: here you exclude hosts that have all or any of the specific tags that you enter.
- Under the headline Schedule enter the following:
- Occurs: select the interval that you want to base the schedule on, or if you want it to run only once select Once.
- Starts on: select the first start data and time. Notice that reoccurring schedules will start at the time set here.
- Timezone: select the timezone for the schedule.
- Repeat every: select the number of days, weeks or months between the reports.
- Under the headline Notification enter the following:
- Notifications: check if you want a notification to be sent by email when the report is generated.
- Subject: enter a custom subject for the notification, or use default.
- Sender name: enter a custom sender name for the notification, or use default.
- Sender email: enter a custom sender email for the notification, or use default. If you use your own email (e.g. notifications@yourbusiness.com) address please add the following SPF record for the domain (e.g. business.com) to avoid problems receiving the emails:
http://support.holmsecurity.com/hc/en-us/articles/213446285 - Recipient: enter recipient for the notification.
- Message: enter a custom message for the notification, or use default.
- Click OK.
- The report will now be generated and a notification sent (if activated) according the schedule.
- Done!