Creating dashboard reports :
You can create custom dashboards and reports.
If you are logged on as a user other than the administrator, Symantec Data Loss Prevention lets you choose whether to share your dashboard or keep it private.
To create a dashboard please follow the below procedure step by step.
Procedure Step 1 : In the Enforce Server administration console, on the Incidents menu, click Incident Reports.
Procedure Step 2 :On the Incident Reports screen that appears, click Create Dashboard.
The Configure Dashboard screen appears.
Procedure Step 3 :Choose whether to share your dashboard or keep it private.
If you choose to share a dashboard, the dashboard is accessible to all users assigned the role under which you create it.
If you are logged on as Administrator, you do not see this choice.
Note: Symantec Data Loss Prevention automatically designates all dashboards that the administrator creates as private.
Click Next.
Procedure Step 4 :In the General section, for Name, type a name for the dashboard.
Procedure Step 5 :For Description, type an optional description for the dashboard.
Procedure Step 6 :In the Delivery Schedule section, you can regenerate and send the dashboard report to specified email accounts.
If SMTP is not set up on your Enforce Server, you do not see the Delivery Schedule section.
If you have configured your system to send alerts and reports, you can set a time to regenerate and send the dashboard report to specified email accounts.
If you have not configured Symantec Data Loss Prevention to send reports, skip to the next step.
To set a schedule, locate the Delivery Schedule section and select an option from the Schedule drop-down list. (You can alternatively select No Schedule.)
For example, select Send Weekly On.
Enter the data that is required for your Schedule choice. Required information includes one or more email addresses (separated by commas). It may also include calendar date, time of day, day of the week, day of the month, or last date to send.
Delivery schedule options for dashboard reports :
The Delivery Schedule section lets you set up a schedule for the report.
Note: If your Enforce Server is not configured to send email, or you are not allowed to send reports, the Delivery Schedule section does not appear.
When you make a selection from the Schedule drop-down list, additional fields appear.
The following table describes the additional fields available for each option on the list.
No Schedule : Select No Schedule to save the report without a schedule.
Once : Select Once to schedule the report to be run once at a future time, and then specify the following details for that report:
On : Enter the date you want to generate the report, or click the date widget and select a date.
At : Select the time you want to generate the report.
Send To : Enter one or more email addresses. Separate them with commas.
Send Every Day : Select Send Every Day to schedule the report to be run every day, and then specify the following details for that report:
At : Select the time you want to generate the report.
Until : Enter the date you want to stop generating daily reports, click the date widget and select a date, or select Indefinitely.
Send To : Enter one or more email addresses. Separate them with commas.
Send Weekly On : Select Send Weekly on to schedule the report to be run every week, and then specify the following details for that report:
Day : Click to check one or more check boxes to indicate the day(s) of the week you want to generate the report.
At : Select the time you want to generate the report.
Until : Enter the date you want to stop generating weekly reports, click the date widget and select a date, or select Indefinitely.
Send To : Enter one or more email addresses. Separate them with commas.
Send Monthly On : Select Send Monthly on to schedule the report to be run every month, and then specify the following details for that report:
Day of each month : Enter the date on which you want to generate the report each month.
At : Select the time you want to generate the report.
Until : Enter the date you want to stop generating monthly reports, click the date widget and select a date, or select Indefinitely.
Send To : Enter one or more email addresses. Separate them with commas.
Procedure Step 7 : For the Left Column, you can choose what to display in a pie chart or graph. For the Right Column, you can also display a table of the information.
Choosing reports to include in a dashboard :
Dashboards have two columns of report portlets.
Portlets in the left column display a pie chart or graph.
Portlets in the right column display the same information as those in the left. They also display either a list of the most significant incidents or a summary. Incidents are ranked with severity and match count. You can display a list of summary criteria and associated incidents that highlight any high-severity incident totals.
You can choose up to three reports to include in the left column, and up to three reports to include in the right column.
To choose reports to include
i] Choose a report from as many as three of the Left Column (Chart Only) drop-down lists.
ii] Choose a report from as many as three of the Right Column (Chart and Table) drop-down lists.
iii] After you configure the dashboard, click Save.
Select a report from as many as three of the Left Column (Chart Only) drop-down lists. Then select a report from as many as three of the Right Column (Chart and Table) drop-down lists.
Procedure Step 8 : Click Save.
Procedure Step 9 : You can edit the dashboard later from the Edit Report Preferences screen.
To display a custom dashboard at logon, specify it as the default logon report on the Edit Report Preferences screen.
Configuring dashboard reports :
You can create the custom dashboards that are tailored for users with specific roles.
Dashboards consist of up to six portlets, each providing a quick summary of a report you specify.
If you choose to share a dashboard, the dashboard is accessible to all users assigned the role under which you create it.
Note: The Administrator user cannot create shared dashboards.
To configure a custom dashboard :
i] In the General section, for Name, type a name for the dashboard.
ii] For Description, type an optional description for the dashboard.
iii] In the Delivery Schedule section, you can regenerate and send the dashboard report to specified email accounts.
If SMTP is not set up on your Enforce Server, you do not see the Delivery Schedule section.
If you have configured your system to send alerts and reports, you can set a time to regenerate and send the dashboard report to specified email accounts.
If you have not configured Symantec Data Loss Prevention to send reports, skip to the next step.
To set a schedule, locate the Delivery Schedule section and select an option from the Schedule drop-down list. (You can alternatively select No Schedule.)
For example, select Send Weekly On.
Enter the data that is required for your Schedule choice. Required information includes one or more email addresses (separated by commas). It may also include calendar date, time of day, day of the week, day of the month, or last date to send.
See Delivery schedule options for dashboard reports.
iv] For the Left Column, you can choose what to display in a pie chart or graph. For the Right Column, you can also display a table of the information.
See Choosing reports to include in a dashboard.
Select a report from as many as three of the Left Column (Chart Only) drop-down lists. Then select a report from as many as three of the Right Column (Chart and Table) drop-down lists.
v] Click Save.
vi] You can edit the dashboard later from the Edit Report Preferences screen.
To display a custom dashboard at logon, specify it as the default logon report on the Edit Report Preferences screen.