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Spirion (Identity Finder) - Scheduling a Scan Using the Client (Win)

This document describes how to schedule a scan using the Windows client of Spirion. Screenshots were taken in with Spirion client 10.9 for Windows, but steps have been verified through Spirion 12.6 for Windows. The appearence of the user interface differs slightly between versions.

Spirion client for Windows has the option of scheduling scans. The scheduled scan can be configured with a variety of options.

Note: This feature is not available in the Mac client of Spirion.

To setup a scan schedule:

    1. Open Spirion and click the Configuration tab.

Spirion tool icons on top of user interface

  1. Choose Enable Scheduling from the Scheduling button drop down menu.

    Close-up of Scheduling Icon

  2. The Scheduling Settings will open. Check the Schedule a Search check box.


  3. You can now configure a time for a scan. Click the configurebutton.png button to open the Task Schedule menu. From this menu you can configure when Spirion will scan. When you are done click the OKButton.png button.


  4. You can also specify options to use your profile settings you have specified, a custom profile, or a configuration file. If you are unsure, just use your profile settings.


  5. Additionally, there are options to exit Spirion when the scan is complete and to automatically secure and save the results. Both are optional, though if you choose to save the results, use a strong password and do not lose the password or will you lose access to the results.  There is no password recovery feature on the Spirion client. 
  6. When you are done configuring the settings, click OK. Spirion will request the credentials of a user login so it can perform the scan. Enter this information and click OK.  Note that Spirion needs your Windows login here, not the Spirion profile password.


  7. You will also be asked for permission to store the password in plaintext so that Spirion can use it to scan emails, browser files, and other potential locations of restricted data beyond the user files on your drive.  Any time a password is stored in plaintext it is a security risk, so unless you have reason to believe those file contain restricted data, deny this permission.  Spirion can scan user files on the local drive without storing the password in plaintext.
  8. Spirion is now configured. Spirion will open and perform the scan in Scheduled Task mode at the time you specified.

    Note: If Spirion is already open at the time of the scheduled scan, the scan will not be performed.



Keywords:
idf pii identity finder data discovery windows scan schedule 
Doc ID:
14485
Owned by:
Julie J. in Cybersecurity
Created:
2010-06-15
Updated:
2025-05-19
Sites:
Office of Cybersecurity