Creating a New Scan Profile

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Creating a New Scan Profile

Scan profiles are created and edited in the Scan Profile window. To access the Scan Profile window, go to the Scan Profiles page in Preferences.

The new scan profile procedure includes the following parts:

Part 1: Adding Scan Profile Details

Part 2: Scheduling Automatic Scanning (Optional)

For a demonstration of scheduling a scan, see the following video.

Video: Scheduling Scans in PDQ Inventory

 

Part 1: Adding Scan Profile Details

To create a new scan profile:

1.On the Main Console window, click File > Preferences > Scan Profiles, then click New.

A new Scan Profile window opens on the Details tab.

2.Type a name for the scan profile.

Use a name that makes sense for its purpose.

3.(Optional) Include a description for the scan profile.

Like the name, it’s important to provide a description that clearly explains the purpose of the scan profile. For additional guidance, look at the descriptions of the prebuilt scan profiles.

4.To add a scanner to the profile, click Add and select one of the following scanner types. (For details about any scanner, click a link below.)

Active Directory

Applications

Computer Details

Disks

Displays

Environment Variables

Files

Hardware Devices

Hot Fixes

Memory Modules

Network Adapters

Printers (local)

Registry

Services

Shares

Users & Groups

Windows Features

Windows Task Schedules

The Files and Registry scanners are configurable. For configuration details, see File Scanner Settings or Registry Scanner Settings.

5.(Optional) To schedule the new scan profile for automatic scanning, continue to Part 2: Scheduling Automatic Scanning.

Part 2: Scheduling Automatic Scanning

To select a scan schedule type and configure schedule triggers:

1.On the Triggers tab, click a Trigger Type, then define the scan schedule settings.

A scan profile can include one or more triggers. Be careful of creating conflicts when setting frequencies or using multiple triggers. If triggers overlap, only one scan will start. For example, having two triggers (one for every Monday at noon and one for every day at noon) will not start two scans every Monday. For additional tips on scheduling scans, see the table below.

The following table provides information on the scan trigger types and settings available on the Triggers tab.

Trigger

Icon

Details

Once
 

Runs once in the future.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Trigger On: Select a one-time scan date.

At: Time the scan will run.

Description: (Optional) Description of the trigger.

Interval
 

Runs (and repeats) at a set time interval.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Every: Select scan interval by day, hour, and minute.

Starting: Select first scan date.

At: Time the scan will run.

Ending: (Optional) Date the scan ends. Select to enable the end date.

At: (Optional) Time the scan will end.

Description: (Optional) Description of the trigger.

Daily
 

Runs every day at the same time.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Every Day At:

Time the scan will run.

Starting: Date that the scan starts.

Ending: (Optional) Date the scan ends. Select to enable the end date.

Description: (Optional) Description of the trigger.

Weekly
 

Runs every week at the same time on selected days of the week.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Every Week On:

Day (or days) that the scan runs.

At: Time the scan runs.

Starting: Date the scan starts.

Ending: (Optional) Date the scan ends. Select to enable the end date.

Description: (Optional) Description of the trigger.

Monthly
 

Runs every month at the same time on selected days.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Every Month

Day of the Month: The actual day (or days) of the month (for example, 1, 12, 23, etc.). If you select the 29th, 30th, or 31st of the month, the scan won't run in months without those days. Select Last to always run the scan on the last day of the month.

Or

Day of the Week: The nth day of the month (for example, First Monday, Second Wednesday, Last, etc.). Different combinations of weeks and days require separate schedules (for example, the 1st Monday and the 2nd Friday). Selecting the 5th week won't run the scan in a month without a fifth week. Select Last to always run the scan on the last week of the month.

At: Time the scan runs.

Starting: Date the scan starts.

Ending: (Optional) Date that the scan ends. Select to enable the end date.

Description: (Optional) Description of the trigger.

Scan Age

Runs whenever the age of the last scan on the profile has been exceeded.

Trigger Enabled: Enables the scan trigger for use (selected by default).

Age: Select the age of the last scan in days, hours, and minutes (minimum time is 30 minutes).

Only At: (Optional) Time the scan runs.

Description: (Optional) Description of the trigger.

Heartbeat

Runs when the computer status changes from Offline to Online. (Requires Pro or Enterprise mode.)

Trigger Enabled: Enables the scan trigger for use (selected by default).

Starting: Date that the scan starts.

At: Time the scan runs.

Ending: (Optional) Date the scan ends. Select to enable the end date.

At: Time the scan ends.

Description: (Optional) Description of the trigger.

2.(Optional) To delete a trigger, select it, then click Delete and accept the deletion.

3.When you are finished configuring the scan profile, click OK.

The new scan profile is now available for use in the scan menus.

 

 

 

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