Schedules

How do I create/schedule a System & Network Security report?

To schedule a network scan report, follow this instruction. Notice that you first need to create a template that can be selected for the schedule.

  1. Log in to the Security Center.
  2. Click Reports in the main menu.
  3. Click Schedules.
  4. Click +Add schedule > Network scan.
  5. Under the headline General information enter the following:
    • Name: the name of the report, e.g. Monthly executive network scan report.
    • Report template: select the template you want to use. Notice that only Scan templates are listed because you selected that type in step 4.
  6. Under the headline Source, you can use the source selected in the template or make the changes you want.
    • IPs/Ranges: the source for your report. Can be a specific host or network. 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.
  7. Under the headline Schedule enter the following:
    • Starts on: select the first start date and time. Notice that reoccurring schedules will start at the time set here.
    • Timezone: select the time zone for the schedule.
    • Repeat every: select the number of days, weeks, or months between the reports.
  8. 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 the recipient for the notification.
    • Message: enter a custom message for the notification, or use default.

      Additionally, you can also, instead of notifications, use Recipients to receive an encrypted PDF file by email.
  9. Under the headline Recipients enter the following:
    • Click +Add Recipients If you want to enable the encrypted PDF sendout of the report.
    • Email: The Email of the recipient.
    • Phone number: The phone number of the recipient.
  10. Click OK.
  11. Done!