6.3 Enabling Report Distribution

When you run or schedule a run of a security check or policy template in the Windows console, you can specify whether you want to distribute a copy of the report to a file or file share or to specific users through email.

NOTE:

  • To distribute a report, you must install the Secure Configuration Manager console on the same drive where you installed Core Services.

  • To distribute a report in Excel format, Microsoft Excel must be installed on the Core Services computer. For more information, see the Secure Configuration Manager Installation Guide.

6.3.1 Sharing Reports from the Web Console

To share a completed assessment report with relevant users, such as system administrators and business management, you can export the report in PDF format. However, the Web console is designed to provide those users access directly to the assessment reports. In this way, the relevant users can interact with and drill down into the data, then export the PDF if needed. You can limit the access of these users to viewing assessment reports.

For more information about viewing assessment reports, see the Help in the Web console.

Also, when you run a security check or policy template, you can specify that you want out-of-compliance results to be sent to an individual or to notify a change management system. The Web console sends the information to the email addresses or change management system identified in the Core Services Configuration Utility.

6.3.2 Distributing Reports to a File or Share

This feature is available only in the Windows console.

When you run a security check or policy template in the run wizards, you can distribute a copy of the report to a file or share. To distribute a report, your Core Services account needs the Full Control permissions to the file or share where you want to save the report. By default, Core Services runs under the LocalSystem account. For more information, see Managing Permissions.

NOTE:

  • To distribute a report, you must install the Secure Configuration Manager console on the same drive where you installed Core Services.

  • To distribute a report in Excel format, Microsoft Excel must be installed on the Core Services computer. For more information, see the Secure Configuration Manager Installation Guide.

To distribute reports to a file or share:

  1. In the left pane, click Security Knowledge.

  2. In the Security Knowledge tree pane, expand the tree to locate the security check or policy template that you want to run.

  3. In the content pane, right-click the security check or policy template you want to run, and then click the Run option.

  4. In the run wizard, click Targets, and then select the group or individual endpoints that you want to check.

  5. Click Distribution.

  6. Select Enable Distribution.

  7. Click Add, and then select File distribution.

  8. In the File Distribution window, complete the required fields.

  9. (Optional) To overwrite an existing file, select Overwrite existing file.

  10. (Optional) To create a new file for each report run, select Save all runs of the report.

  11. (Optional) To compress the report, select Compress this file before distributing and then specify the file extension for the compressed file.

  12. Click OK.

  13. Click Finish.

6.3.3 Distributing Reports to an Email Recipient

Available only in the Windows console.

When you run a security check or policy template in the run wizards, you can distribute a copy of the report to an email recipient. To distribute a report through email, ensure that you have specified a mail server for Secure Configuration Manager to use to send email. You can specify a mail server using the Core Services Configuration Utility.

NOTE:

  • To distribute a report, you must install the Secure Configuration Manager console on the same drive where you installed Core Services.

  • To distribute a report in Excel format, Microsoft Excel must be installed on the Core Services computer. For more information, see the Secure Configuration Manager Installation Guide.

To distribute reports through email:

  1. In the left pane, click Security Knowledge.

  2. In the Security Knowledge tree pane, expand the tree to locate the security check or policy template you want to run.

  3. In the content pane, right-click the security check or policy template that you want to run, and then click the Run option.

  4. In the wizard, click Targets, and then select the group or individual endpoints that you want to check.

  5. Click Distribution.

  6. Select Enable Distribution.

  7. Click Add, and then select Email distribution.

  8. In the Email Distribution window, complete the required fields.

  9. (Optional) To compress the report, select Compress this file before distributing and then specify the file extension for the compressed file.

  10. Click OK.

  11. Click Finish.