Escan/english/escan22/eScan Management Console/user accounts

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Revision as of 05:28, 26 November 2021 by imported>TechContent
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Administration

The Administration module lets you create User Accounts and allocate them Admin rights for using eScan Management Console. In a large organization, installing eScan client on all computers may consume lot of time and efforts. With this option, you can allocate rights to the other employees and allow them to install eScan Client, implement Policies and Tasks. The Administration module consists following submodules:

  • User Accounts
  • User Roles
  • Export & Import
  • Customize Setup
  • Audit Trail

    • User Accounts

    For a large organization, installing eScan Client and monitoring activities may become a difficult task. With User Accounts submodule, you can create new user accounts and assign Administrator role to added users and reduce the workload. This submodule displays a list of users and their details like Domain, Role, Session Log and Status.

    Create New Account

    To create a User Account,

    1. In the User Accounts screen, click on Create New Account.
      Create User form appears.
    2. After filling all the details, click on Save.

    The user will be added to the User Accounts list.

    Delete a User Account

    To delete a user account,

    1. In the User Accounts screen, select the user you want to delete.
    2. Click on Delete.
      A confirmation prompt appears.
    3. Click on OK.

    The User Account will be deleted.

    User Roles

    The User Roles submodule lets you create a role and assign it to the User Accounts with variable permissions and rights as defined in the role being assigned to them. It can be an Administrator role with set of permissions and rights Group Admin Role or a Read only Role.
    You can re-define the Properties of the created role for configuring access to various section of eScan Management Console and the networked Computers. It also lets you delete any existing role after the task is completed by them. It allows the administrator to give permission to sub administrators to access defined modules of eScan and perform installation/uninstallation of eScan Client on network computers or define Policies and tasks for the computers allocated to them.

    New Role

    To add a user role,

    1. In the User Roles screen, click on New Role.
      New Role form appears.
    2. Enter name and description for the role.
    3. Click on Managed Computers and select the specific group to assign the role.
      The added role will be able to manage and monitor only the selected group's activities.
    4. Click on OK.
      Permissions section appears displaying Main Tree Menu and Client Tree Menu tabs. The Main Tree Menu consists of Navigation Panel Access permissions while the Client Tree Menu consists of selected groups on which permissions the user is allowed to take further.
    5. Select the check boxes that will allow the role to view/configure the module.
    6. After selecting the necessary check boxes, click on Save.

    The role will be added to the User Roles list.

    View Role Properties

    To view the properties of a role,

    1. In the User Roles screen, select a role.
      This enables Properties and Delete buttons.
    2. Click on Properties.
      Properties screen appears. It lets you modify role description, permissions for accessing and configuring modules and assign the role to other groups by clicking Select Group Tree.
    3. To modify client configuration permissions, click on Client Tree Menu.
      Client Tree Menu Defines the Actions that the created role can configure for the allocated group. The menu has Action List, Client Action List, Select Policy Template, Policy Criteria, and Group Tasks.
    4. To let the role configure these actions, under the Configure column select the check boxes of corresponding actions.
    5. Click on Save.

    The Role Properties will be updated accordingly.

    Delete a User Role

    To delete a user role,

    1. In the User Roles screen, select the user role you want to delete.
    2. Click on Delete.
      A delete confirmation prompt appears.
    3. Click on OK.

    The User Role will be deleted.


    Export & Import

    The Export & Import submodule lets you to take a backup of your eScan server settings, in case you want to replace the existing eScan server. You can export the Settings, Policies and the Database from existing server to a local drive and import it to the new server.

    Export Settings

    This tab lets you export the eScan Server Settings, Policies, and Database. To export the eScan Server settings, follow the steps given below:

    1. In the Export Import Settings screen, click on Export Settings tab.
    2. To backup WMC Settings and Policies and Database, select both the check boxes.
      The backup file will be exported to the path shown in Export files path field. To change the file path, click on Change Path. Enter the file path and click on Add.
    3. Click on Export.

    The backup file will be exported to the destination path. A success message appears at the top displaying date, time, and a download link for the exported file.

    Import Settings

    This tab lets you import the eScan Server Settings, Policies, and Database. To import the eScan Server settings, follow the steps given below:

    1. In the Export Import Settings screen, click on Import Settings tab.
    2. Click on Choose File.
      The Import Settings tab lets you import only Settings and Policies or Database.
    3. To import WMC Settings and Policies and Database, select both the check boxes.
    4. Click on Import.

    The backup file will be imported. A success message is displayed after complete import.

    NOTE

    After successfully taking a backup, eScan asks you to restart the server.

    Scheduling

    This tab lets you schedule auto-backing up of Settings, Policies, and Database.
    To create a Schedule for export, follow the steps given below:

    1. Select Enable Export Scheduler check box.
    2. Select the check boxes whether to back up both Settings and Policies and Database.
    3. Schedule the backup for a Daily, Weekly (Select a day) or Monthly (Select a date) basis.
    4. For the At field, click the drop-down and select a time for backing up data.
      If you want to receive email notifications about the procedure, select Enable Notifications Settings check box and fill in the necessary details. If the SMTP server requires authentication, select the Use SMTP Authentication check box and enter the credentials. To check if the SMTP settings are correct, click on Test. A test email will be sent to recipient email ID.
      To configure additional settings for backup file, select the Enable Optional Settings, and make the necessary changes. To restore the changes made, click on Default.
    5. After performing all the necessary steps, click on Save.

    The export schedule will be saved.

    Customize Setup

    This submodule lets you create a customized setup for a Client or an Agent with fewer modules and deploy it to various locations. This can be very useful, if there are locations to which a server is unable to push the setup or locations that are unable to connect to the server directly. The custom setup can be downloaded as a file and sent to different locations.

    Creating a customized setup for Windows

    To create a customized setup for Windows, follow the steps given below:

    1. In Create Customized Setup screen, click on Client/Agent for Windows.
      Customize New Setup screen appears.
    2. Select whether the setup file is being created for Client or Agent.
    3. Enter description for the setup file.
    4. Click on Browse and select a group for which this setup is being created.
    5. Enter eScan Server IP address.
    6. If you want to provide advanced settings with the setup, select the Enable Advance Settings check box. Doing so enables the bottom field. Select the setting check boxes you want to provide.
    7. Click on Save.

    The customized setup for Windows will be created.

    Creating a customized setup for Linux

    To create a customized setup for Linux, follow the steps given below:

    1. In Create Customized Setup screen, click on Client/Agent for Linux.
      Customize New Setup screen appears.
    2. Enter description for the setup file.
    3. Click the drop-down select whether the setup is being created for Red Hat or Debian.
    4. Source Setup file path field displays the setup file's location. If you want to change path, enter the new path in this field.
    5. Click on Browse and select a group for which this setup is being created.
    6. Enter eScan Server IP address.
    7. Click on Save.

    The customized setup for Linux will be created.

    Editing Setup Properties (only Windows)

    The properties can be edited for only customized Windows setup. To edit the customized Windows setup's properties, follow the steps given below:

    1. In the Create Customized Setup screen, select the Windows setup you want to edit.
    2. Click on Properties.
      Edit Customized Setup screen appears.
    3. Make the necessary changes and then click on Save.

    The setup will be updated.

    Deleting a Setup

    To delete a setup, follow the steps given below:

    1. In the Create Customized Setup screen, select the setup you want to delete.
    2. Click on Delete.
      A confirmation window appears.
    3. Click on Ok.

    The setup will be deleted.

    Audit Trail

    The Audit Trail submodule let you record the security relevant data, operation, event, Action, policy updates. Audit logs are used to track the date, time and activity of each user, including the policy/criteria that have been changed. A record of the changes that have been made to a database. You can get audit trail of user activity across all these systems.

    Filter all Audit Trail report
    To filter the Audit Trail Report as per your requirements, click on Filter Criteria field.
    Filter Criteria field expands.
    Select the parameters you want to be included in the filtered report.

    Include/Exclude
    Selecting Include/Exclude for a parameter lets you include or exclude it from the report.
    After making the necessary selections, click on Search.
    The Hardware Report will be filtered according to your preferences.

    Exporting Hardware Report
    To export the Hardware Report, click on Export Option. Export Option field expands.
    Select the preferred option and then click on Export.
    Click the link to open/download the file.

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