Scheduling a new task

Use the Reporting > Data Loss Prevention / Mobile Devices / Discovery > Report Catalog > Scheduled Tasks > Task Details page in the Data Security module of the Forcepoint Security Manager to schedule a new task.

Use the 3 tabs to configure basic report information, mail settings for distributing the report, and the schedule to use for running the report.

  1. On the General tab, complete the fields as follows:
    Field Description
    Task name Enter a name for the task you are scheduling.
    Enabled Select Enabled to enable the task for use.
    Description Enter a description for the task.
    Report type Indicate whether you want to email a data loss prevention, mobile devices, or discovery report.
    Report name Select a report from the drop-down list. This is the report that will be emailed on the schedule you define.
    Report format If you selected a details report, select whether you want the report delivered in PDF or CSV format. Summary reports are graphical, so they can be exported to PDF only.
  2. On the Mail Settings tab, complete the fields as follows:
    Field Description
    Sender name Enter the name of the person from whom the report should be sent. This is the name that will appear in the email From field.
    Sender email address Enter the email address of the person from whom the report should be sent.
    Outgoing mail server The outgoing mail server that’s been configured appears on screen. To change the server used, see Mail servers. Note that changing this setting changes the configuration for the entire system.
    Subject Type the subject of the message containing the report. This appears in the email Subject: line.
    Recipients

    Define the recipient(s) for the notification.

    Click Edit to select to select users or groups from a user directory.

    Select Additional email addresses if you want to send the report to someone not on your user directory list, then enter the email address. Separate multiple addresses with commas.
  3. On the Schedule tab, complete the fields as follows:
    Field Description
    Start Select the date and time on which to start the schedule. This is the date and time of the Forcepoint DLP Server.
    Recurrence

    Select this check box to set up a recurrence pattern for the task, then select the pattern:

    • Daily - Select daily if you want the task performed every day at the same time.
    • Weekly - Select weekly if you want the task to recur every week on a certain day, then select the day of the week.
    • Monthly - Select monthly if you want the task to recur every month, then enter the day or range of days on which it should occur. For example, if you want the task to be performed on the 3rd of each month enter “3”. If you want it performed on the 3rd and 15th, enter “3, 15”. And if you want it performed anytime between the 27th and 31st of each month, enter “27-31”.

    Select one of the following options if you specify a recurrence pattern:

    • No end date - Select this option if there is no end date for the recurrence. You want it to continue until you reconfigure the task.
    • End by - Select this option if you want the task to end by a certain date, then select the date from the drop-down list.
    • End after - Select this option if you want the task to end after a set number of occurrences, then select the number from the spinner.
  4. After completing your changes, click OK.