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scheduler [2018/08/29 21:07] lucyscheduler [2021/10/13 12:51] (current) lucysecurity
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 ==== Scheduler settings  ==== ==== Scheduler settings  ====
  
-LUCY > 3.0 comes with scheduler rules and new with a scheduler plan that allows you to verify the existing rules. Please use the following configuration tutorial to setup your scheduler:+LUCY comes with scheduler rules and new with a scheduler plan that allows you to verify the existing rules. Please use the following configuration tutorial to setup your scheduler:
  
 **Step 1:** Preparation. The scheduler uses the local time & time zone. Therefore, you should make sure, that you have [[the_scheduler_uses_a_wrong_time_zone_to_send_out_mails|set the correct time & time zone]] before working with scheduler rules. **Step 1:** Preparation. The scheduler uses the local time & time zone. Therefore, you should make sure, that you have [[the_scheduler_uses_a_wrong_time_zone_to_send_out_mails|set the correct time & time zone]] before working with scheduler rules.
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 The scheduler rules have the following options: The scheduler rules have the following options:
-  * **Rule Type**: Repeating vs "One Shot". Repeating Rules allow LUCY to start over the attack or awareness simulation as many times as you want.+  * **Rule Type**: "Repeatingvs "One Shot". Repeating Rules allow LUCY to start over the attack or awareness simulation as many times as you want. There's also a "Yearly Campaign" Rule Type, for which there's a dedicated article can be found [[scheduler_yearly|here]].
  
-{{ scheduler_repeating.png?600 }}+{{ scheduler_repeating.png?500 }}
  
   * **E-Mail Type**: You can define here if the rule only applies to the lure mail, the phishing attack, the awareness message or all three together (if nothing is selected)   * **E-Mail Type**: You can define here if the rule only applies to the lure mail, the phishing attack, the awareness message or all three together (if nothing is selected)
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 ==== Time Zone & Weekend Settings ==== ==== Time Zone & Weekend Settings ====
  
-In LUCY > 3.3 you have the ability to create scheduling rules based on different time zones. If you specify a longer time range you can also ensure, that mails are not sent out on weekends by selecting the checkbox:+In LUCY you have the ability to create scheduling rules based on different time zones. If you specify a longer time range you can also ensure, that mails are not sent out on weekends by selecting the checkbox:
  
 {{ new_scheduler.png?600 }}  {{ new_scheduler.png?600 }} 
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   *Step 2: Set "Rule Type": Repeating, "Repeat Interval": Weekly (to starts every week,  "Repeats": 2 (to run it during two weeks)   *Step 2: Set "Rule Type": Repeating, "Repeat Interval": Weekly (to starts every week,  "Repeats": 2 (to run it during two weeks)
      
-  *Step 3: Choose "Emails Types", "Time Zone" and "Start Date", mark checkbox "Don’t send emails during weekends", choose "Sort Type", Start and Stop hours and fill "Run Days" according to the day of the week the month starts with (for example: the rule starting in Sept 2018 should have "Run Days" like "3,4,5,6,7,10,11,12,13,14", select "Scenarios" and press "Save" button.+  *Step 3: Choose "Emails Types", "Time Zone" and "Start Date", mark checkbox "Don’t send emails during weekends", choose "Sort Type", Start and Stop hours and fill "Run Days" according to the day of the week the month starts with (the first day of the week is Monday; for example: the rule starting in Sept 2018 should have "Run Days" like "3,4,5,6,7,10,11,12,13,14", select "Scenarios" and press "Save" button.
  
                          
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 Please note that the delay for the Lure message does not work if you create a single schedule rule for both attack and lure => it sends the lure immediately along with the attack. Use a separate scheduling rule for the lure attack. Please note that the delay for the Lure message does not work if you create a single schedule rule for both attack and lure => it sends the lure immediately along with the attack. Use a separate scheduling rule for the lure attack.
 +
 +
 +==== Separate scheduling for multiple awareness scenarios in awareness-only campaign  ====
 +
 +Starting from Lucy 4.8 multiple awareness scenarios can be added to an awareness-only campaign. The scheduling tool is able to manage rules for different awareness scenarios as well. In order to create a Rule for a particular awareness scenario simply choose **Awareness** in the **Email Type** dropdown. Then choose **Awareness Group** and recipient groups bound to the attack scenario. Here you can also exclude groups from the rule in case you want different groups to receive awareness not simultaneously. Please note that the rule will be applied to all scenarios bound to Awareness Groups included.  
 +{{ mult_awar_sched.png?500 }}
 +
 +
 +==== Yearly Scheduler (automated Onboarding) ====
 +
 +**Introduction**
 +
 +LUCY allows you to schedule a campaign. The Yearly Campaign Rule Type mechanism provides a possibility to build an intelligent phishing campaign, testing user awareness in different scenarios over a year. The campaign can be set up once and never be stopped. The only concern would be adding the recipients to an existing group. New recipients will be automatically added to the plan starting next month. This might help to keep the security awareness of the organization at a high level and to determine the level of security knowledge among the fresh new co-workers.
 +
 +The Yearly Campaign feature can be found in the section:\\
 +
 +//Campaign > Schedule > Add Rule > Rule Type > Yearly campaign//
 +
 +{{ scheduler_y01.png?700 |}}
 +
 +The Rule Type is available for both Phishing Scenarios with included Training and Only Awareness Campaigns.
 +
 +**Main Settings**
 +
 +  * **Only successfully phished**: Send awareness email only to people who were successfully phished.
 +  * **Time Zone**: Specify the Time Zone for the Scheduler Rule. The scheduler uses the local time & time zone. Therefore, you should make sure, that you have [[the_scheduler_uses_a_wrong_time_zone_to_send_out_mails|set the correct time & time zone]] before working with scheduler rules.
 +  * **Period**: The time period of the month when the emails shall be scheduled.
 +
 +{{ scheduler_y02.png?500 |}}
 +
 +**Send within each month** - scheduled randomly during the whole month.\\
 +**Send at the beginning of each month** - scheduled randomly from 1 to 9 day of the month.\\
 +**Send in the middle of each month** - scheduled randomly from 10 to 20 day of the month.\\
 +**Send at the end of each month** - scheduled randomly from 21 to end of the month.\\
 +
 +  * **Send emails only for new recipients**: the emails will be sent to the unprocessed recipients.
 +  * **Do not send emails on certain days of the week**: determine on which days of the week the emails would not be set to the schedule. For example, select Saturday and Sunday so the recipients won't get the emails during the weekend.
 +
 +{{ scheduler_y03.png?450 |}}
 +
 +  * **Start Hour & End Hour**: define the time ranges from the beginning of email delivery until the end of email delivery. The end date will not stop the campaign. It only defines the delivery of the last message. LUCY will automatically calculate the time difference it requires to send all emails based on the number of recipients in that campaign.
 +
 +The configuration of the running scenarios per month is provided by the Drag&Drop interface after the main settings.
 +
 +
 +**Awareness Groups Setup**
 +
 +To set up several training scenarios for the campaign with a yearly scheduler the awareness groups need to be created beforehand. In this case, scenarios are bound to Awareness Groups that later also are bound to recipient groups that will receive awareness scenarios. Awareness Groups are also used by Scheduler to build rules for different scenarios. 
 +Awareness Groups are managed under //Awareness Settings > Awareness Groups//. In order to create a new group simply enter the unique name and click **Add**.
 +{{ add_awar_group.png?600 }}
 +Awareness groups allows to group a pack of awareness by Risk Level. In case if it is necessary to send out several trainings to Risk level 0, please create an awareness group per awareness scenario, bound each scenario to a group.
 +
 +To add another scenario to the awareness-only campaign proceed to **Awareness Settings** and click **+New Awareness**. Inside Scenario settings choose Awareness Groups and bind the scenario to an awareness group that you created or a default one. 
 +
 +{{ bind_awar_group.png?600 }}
 +
 +As a result, you should have all the scenarios bound to awareness groups. Now it's time to bound recipients to Awareness Groups. Under Recipients, delete all existing groups and add a new one. Check Awareness Groups that recipients should receive scenarios from. Hit **Save**.
 +
 +{{ bind_awar_group_recipients2.png?600 }}
 +
 +Scheduler now will be capable of building rules for multiple awareness scenarios.
 +
 +**Drag & Drop Interface**
 +
 +The list of available awareness and attack scenarios in the campaign is on the right side. The list of the scenarios depends on the scenarios selected for the campaign. If the campaign type is an attack, then both kinds of scenarios are present, if the campaign is awareness only, then only awareness scenarios are being displayed.\\
 +On the left side is a list of months from 1 to 12 with an unfilled list of scenarios. The month number means the month since the new recipient has been added to the existing recipient group.
 +
 +{{ scheduler_y04.png?700 |}}
 +
 +Drag a scenario from the list of scenarios (right side) to the left side and drop it over any month number. The scenario becomes visible under the corresponding month meaning that this scenario should be executed during the month according to the Scheduler Main Settings.\\
 +In case a scenario should be removed from the specific month, drag a scenario from the list of months and drop it outside this list. The scenario would disappear from the month list.\\
 +
 +If an attack scenario is selected, there's a possibility to select an awareness scenario that should be sent in case of the recipient gets phished by the selected attack scenario.\\
 +
 +Once the configuration is confirmed, make sure to select the recipient group and press the Save button to create the Scheduler Rule.
 +
 +{{ scheduler_y05.png?600 |}}
 +
 +After that, the Scheduler Plan can be created and analyzed for this specific configuration.
 +
 +{{ scheduler_y06.png?600 |}}
scheduler.1535569621.txt.gz · Last modified: 2019/07/25 12:51 (external edit)