Scheduling a new task

Administrator Help | Forcepoint DLP | Version 8.5.x

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.

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.

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. If you want to change the server used, click Edit (the icon). Please 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.

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.

After completing your changes, click OK.