1. Create shared filter sets to modify your report criteria.You must create at least one shared filter set to generate a scheduled report. For more information, see Using the Applied Filters Wizard on page 69 of the Privilege Manager 3.1 Administrators Guide
2. Configure the server
a. Use the Privilege Manager Server Setup Wizard to configure the Server Email Notification Configuration settings on the first screen of the wizard
b. If you have previously completed the wizard, the other screens will automatically populate
c. Refer to the Quick Start Guide for step-by-step instructions
3. In the Reporting section of the navigation pane, select Scheduled Reports
4. The Scheduled Reports section will display on the top of the screen
a. Click the Refresh button to refresh the screen and update the last run time
b. Use the toolbar to add, edit, copy, or delete a report
5. The Scheduled Reports Details Wizard will open when you add a report
6. Complete the Type tab and click Next
7. Complete the Schedule tab
a. Select the Start time
b. Select the Cycle for how often the report will run
c. Click Next
8. Complete the Delivery tab
a. Complete the Email sub-tab
i. Use the + button to add email addresses and the x button to remove them
ii. Enter a subject
b. Complete the File share sub-tab
i. Type the folder path in the following format: \\ComputerName\SharedFolder
ii. Use the Browse button to locate the folder
iii. Use the + button to add folder paths and the x button to remove them
9. Click Finish
10. Check your email for the scheduled report
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