Creating or modifying a Detailed report template

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Article ID: 181306

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Updated On:

Products

Mail Security for Microsoft Exchange

Issue/Introduction

 

Resolution

The Detailed report templates that you create appear in the Report Templates table. You can modify the template at any time.

If you configure the template to create reports on demand, you can generate the report from the Reports > Report Templates page. If you configure the template to generate a scheduled report, Mail Security automatically generates the report based on the schedule that you specify.

See Generating a report on demand

Note:

Consider limiting the date range to less than 30 days. Generating a Detailed report over 30 days might consume large amounts of computer memory, depending on the number of violations that are in the report database.

Note:

Mail Security supports emailing reports that are 5 MB or smaller only. You can view reports that are larger than 5 MB on the Reports page. Mail Security logs the generation of reports that are larger than 5 MB to the Windows Application Event Log

Mail Security provides a wizard that helps you configure your report template.

To identify the report to be created or modified

  1. Select the server for which you want to generate a report.

    Creating a Detailed report for a server group is not supported.

    See Modifying or viewing server or server group settings

  2. In the console on the primary navigation bar, click Reports.

  3. In the sidebar under Views, click Report Templates.

  4. Do one of the following:

    Create a new Detailed report template.

    In the sidebar under Tasks, click New template.

    Modify an existing report template.

    In the content pane, in the Report Templates table, double-click the template that you want to modify.

To configure the report template options

  1. In the Report Template Options panel, in the Template name box, type a name for the report template.

    This option is only available only when you are create a new template.

  2. In the Description box, type a description for the template.

  3. Under Report type, click Detailed.

  4. Under Report format, select the format in which you want Mail Security to generate the report.

    The default setting is PDF.

    See About report output formats

  5. Check Email report to the following recipients and type one or more addresses to which the report should be delivered.

    Separate entries with semicolons.

  6. Click Next.

To specify the report time range

  1. Click the drop-down arrow in the Time Range box and select one of the following:

    • Past Day

      This is the default setting.

    • Past Week

    • Past Month

    • Past Year

    • Customized

  2. If you select the Customized time range, in the customize time range boxes, click the drop-down arrows and select the start and end dates for the data that you want included in your report.

To configure on-demand report generation

  1. Under Report Generation Option, click On demand.

  2. Click Next.

To configure scheduled report generation

  1. Under Report Generation Option, click Scheduled.

  2. In the Generate report at list, select the time of day to generate the report.

  3. Click Daily, Weekly, or Monthly.

    If you select Weekly, check the day(s) of the week to generate the report.

    If you select Monthly, use the drop-down menu to select the day of the month to generate the report.

    If you select Monthly, also ensure that you select a day that exists in each month. Otherwise, a report is not generated for that month. For example, if you select the 31st day of every month, reports are not generated for any month that has 30 days or less, such as February, April, June, September, and November

  4. Click Next.

To configure report content

  1. Under Detailed Template Options, in the Type of violation list, use the drop-down menu to select the type of violation that you want to appear in the report.

  2. In the Sender filter box, type an identifying characteristic of the sender whose messages will appear in the report.

    This can be the domain name or address of the sender, or a name or word, or a wildcard expression.

    If the sender is a member of your Active Directory group, use the user name instead of the full email ID. For example, you would use John_Doe instead of John_Doe.symantecsecurity.com.

  3. In the Violation filter list, do one of the following:

    To select a predefined violation filter

    Click the drop-down menu and select a predefined violation filter.

    The list consists of the default rules (for example, Basic Virus Rule) that are provided when you install the product. Filter selections vary based on the type of violation that you choose.

    To select a user-defined content filtering rule

    (This option is only available if you select the violation types "All" or "Content Enforcement.")

    Click the drop-down menu and select User Defined Rule.

    Click the drop-down menu in the Rule name box and select one of the content filtering rules that you created.

  4. Select the columns that you want to appear in the detailed report.

  5. Click Finish.

  6. On the toolbar, click Deploy changes to apply your changes.

    See Deploying settings and changes to a server or group