Creating scheduled and audited jobs

When you create an audit in Guardium® Insights, you are setting up a process for scheduling jobs and then tracking the distribution, review, and completion of those jobs. You can schedule reports to run and set up audits for those reports - or you can schedule import jobs (these require an integration for importing and exporting data, which you can set up when you create the audit if you don't already have one).

1. To create a new job, click New scheduled job.
2. The Audit process and tasks page allows you to create the tasks that constitute the job. In addition, you can optionally set recipients for the tasks (people who will close the tasks when they are complete).
   1. You must add at least one task to the job. Choose the type of task.
   2. If you select Run report as the task type, select the Report name that will be run for the task and then select the time frame for which data should be collected for the report:
      • Synchronize with previous run (this is the default value)
      • Last 3 hours
      • Last 24 hours
      • Custom (relative)
      • Previous day
      • Last 7 days
      • Previous week
      • Last 30 days
   3. If you choose Import data as the task type, select the integration service that you want to use for importing data. If you do not yet have an integration set up for importing data (or if you want to use an integration other than those that you have already created), click New integration and then choose the type of integration that you want to create and click Create a new integration service (). After creating the integration service, choose the folder that contains the imported files - this is defined in the integration. To add a folder to the integration, click Create a new source folder.
      When you create a new integration service, the wizard for your selected integration opens. Follow these instructions for completing the wizard, depending on the integration that you choose:

      • Configuring an SFTP integration
      • Configuring SMB/SAMBA integration
      • Configuring IBM Security Discover and Classify (1touch.io Inventa) integration
      • Configuring IBM Guardium Big Data Intelligence (GBDI) integration
   4. Set a recipient for the task. If the recipient is a person, the person will receive an audit for the task. Select Add a recipient type.
   5. For either task type (Run report or Import data), you can select Send notification to users or roles as the recipient type. You can then select a user (or users) to assign the task to - or choose a role (or roles) as an owner (in which case anyone who is assigned that role will be able to complete the task). You can also provide instructions to the user recipients in the optional Instructions field. Whoever you assign the task to will be responsible for signing off on that task.
      Tip: Assigning a role as task owner provides more flexibility. For example, if you assign a task to a person, but the person leaves your organization, you will need to update the scheduled job. However, if you assign it to a role, another person assigned to that role will automatically be able to complete the task.
   6. If your task type is Run report, you can also set the recipient of the exported data to Export file over SFTP. If you have already created an SFTP integration, you will be able to select it as the recipient - or, if you have not yet created an SFTP integration for receiving exported data, click the Create a new SFTP integration button () to create one (if you do this, follow the instructions in Configuring an SFTP integration for completing the wizard that opens). When you select an SFTP integration as the recipient, ensure that the correct integration service name is selected and then choose the destination folder (the folder that will contain the exported files - this is defined in the integration). If you want a different destination folder than any that have already been defined in the integration, click Create a new destination folder to create it.
   7. If your task type is Run report, you can select Distribution rule as the recipient. If you have already created one or more distribution lists, you can select the checkbox next to one or more of them to add them as recipient - or you can click Create a new distribution rule to create one (see Creating distribution rules for audits to learn how to complete the wizard that opens).
      Note: The list of distribution lists only includes those that are conditional upon data points that are in the report that you choose for the audit job.
   8. If you want to add additional recipients, click Add another recipient type and the fields as you did when adding the first recipient.
   9. If you want to add additional tasks, click Add another task and complete the fields as you did for the first task.
   10. When you are done adding tasks, click Next.
3. Use the Schedule page to specify when the job should run:
   1. Use the Select schedule timezone menu to choose the schedule's timezone.
   2. Select a Start date for the schedule.
   3. Choose how often the report should run:
      • In hours: To run the report hourly, select Hour or Hours and choose the number of hours to wait before running the report again. Then select the hours during the day to run the report by selecting the start hour in the From field and then the end hour in the Until field (these times use the 24-hour clock).
      • In days: Select Day or Days and then select the number of days to wait before running the report again and select the time (using the 24-hour clock) during the day to run the report.
      • To run the report on a weekly schedule, select Week and then specify the time to run the report and the day or days on which to run the report.
      • To run the report on a monthly schedule, select Month and then specify the time to run the report. You can set the report to run Every month - or you can select specific months to run the report. You can also specify which day in the month to run the report.
   4. Select an end date for the schedule - or, if you want the schedule to run permanently, select the Never radio button.
   5. Click Next.
4. Use the Other details page to provide general information about the job:
   1. Provide a unique Name for the job so you can distinguish it from other jobs.
   2. Optional: If desired, add a Description for the job.
   3. Optional: If you have added multiple tasks as part of the job, you may want to assign an owner to oversee all tasks. In this case, use the Audit owner field to select an owner. This person will sign off on the audit when it is complete.
   4. Optional: Use the Instructions field to add any instructions for the audit owner.
   5. Click Next.
5. The Publish page provides a summary of the job settings that you specified - and it allows you to set the job to Active or Inactive. If you set the job to Active, it will begin when you click Finish. If you set it to Inactive, you can save the job settings - and then set it to active later on.
6. Click Finish to create the audit.