CSM 10.5 Documentation

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Cherwell ISMS Portal Event Configuration

You can submit a Security Event via a CSM Portal form, but ensure the feature is enabled and configured.

Update the Portal Customer Security Group

To update the Portal Customer security group:

  1. Open the Security Group Manager
  2. Select Portal Customer from the Group drop-down list.
  3. In the Business Objects tab, select Security Event from the Business Object drop-down list.
  4. In the General section, select the View, Add, and Edit check boxes.
  5. In the New Business Object Rights pane (under the Security Event Business Object), select New Field, and then select the View and Edit check boxes.
  6. Select Save, and then close the Security Group Manager.

Update the Portal Dashboard with Security Event Link

To update the Portal dashboard with a Security Event link:

  1. In CSM Administrator, select Browser and Mobile > Site Manager.
  2. Right-click on the portal site, and select Edit.
  3. On the Display page, select the Dashboard link (under the Startup section, in the Show on login field).
  4. In the Dashboard Editor (under the Shapes, etc. widgets), drag a Link Action on to the dashboard.
  5. Update the Link Label and font.
  6. Right-click the link and select Widget properties.
  7. On the Choose Action page, select the ellipsis to access the Action Manager page.
  8. Select the Commands page, and then select System > Other.
  9. Double-click Create Business Object.
    1. Select Event - Security in the Business Object drop-down list.

      The Display Text field autofills with Create Event - Security.

    2. Select the Use One-Step for Creation check box.
  10. Select OK, and then select OK again.
  11. Close the Site Editor properties window, and then close the Site Manager.

Create Recurring Audit Scheduler

To create a recurring Audit Scheduler:

  1. In CSM Administrator, select Scheduling > Edit Schedule.
  2. Select Add.
    1. On the General page, give the Scheduled Item a name.
    2. On the Schedule page, select the Recurring option.
    3. Set a start time, recurrence, and range of recurrences. Recommended settings are:
      • Start Time: 12:00 AM
      • Recurrence: Daily
      • Range of Recurrences: No end Date
    4. On the Action page, select One-Step from the Action drop-down list.
    5. Next to the One-Step field, select the ellipsis. In the One-Step™ Action Manager, select ISMS Audit from the Association drop-down list.
    6. Under the Blueprint folder, select Create a new Audit.
  3. Select OK, and then select OK again
  4. Select Exit.

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