Creating a Rule for Security Assessment

This section is applicable only for MSS users.

To create a Security Assessment rule

1. Navigate to Manager View | Home > Reports > Rules page.
2. Click the Add icon.

3. Select the Security Assessment as a report type.

   

4. Click Next.

5. Provide REPORT CONFIGURATION details:

   1. Enter a unique Report Name to identify in the list.

      Maximum 40 characters are allowed and special symbols are not allowed.

   2. Enter a Report Description for your reference. This is optional.

   3. Select the REPORTS categories to include in the template.

       

      • Select at least one report type.
      • Select All to include all report types.

      

6. Click Next.

7. Check the boxes of the devices to be added in the rule.

   Check the box in the table header to select all devices.

   

8. Click Next.

9. Set the DELIVERY CONFIGURATION.

   1. Select the Run Type:

      Scheduled	By the default, Scheduled is selected. If you select this option, report generation will happen automatically at specific time interval.
      On-Demand	If you select this option, report generation can be done manually as and when needed.

   2. Set the Delivery Interval, Daily, Weekly, or Monthly.
   3. Set Weekly Report Day on which the report should be generated.

   4. Set Start Day of the week.

      The default starting day of the week is Sunday, and weekly reports will contain data from Sunday to Saturday. If you would like to change the starting day of the week, please select your preferred day. The end day of the week will be automatically adjusted based on the selected starting day of the week.

   5. Select the Schedule Time to take backup of the device configuration.

   6. Select the Report Data Time Zone.

      The time zone set here is used to fetch report data.

   7. Set the Delivery Type.

      You can select both options also.

      Archive	By the default, Archive is selected. If you select this option, report will be generated per the schedule and store the report under Saved Reports.
      Email	If you select this option, report will be generated in PDF format according to the schedule and send the report to the email defined in Email Destination field. Reports (PDF files) exceeding 10 MB cannot be attached to email notifications. You can download Reports (PDF files) exceeding 10 MB from the Saved Reports.

   8. Enter the following information if you select Delivery Type as Email or both.

      • Select the Email Destination to receive the reports.

        Administrator	By the default, Administrator is selected. You can leave as it is if you want to send the reports to the Administrator.
        AdhocUser	Select AdhocUser if you want add other users to send reports. You can add multiple email addresses separated by a comma in the Email ID field.

      • Enter Email ID.
      • Enter Email Subject.
      • Enter Email Body if you want include any additional information about the report.
      • Enable Zip Report to receive the compressed report in the email.

   9. Enable Password Protect to add security for the report.

      Enter and confirm the password when asked.

   10. Enable Use Partner Logo to have a logo in your reports.

       Select or upload a logo from your local system.

       Only .png type images are allowed.

       

   11. Enter details About Partner.

10. Click Next.

11. Review report settings and click Save.

    

    A success message is displayed. The newly created report is displayed on the Rules page.