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Create a portfolio

Anmerkung

Adding domains to a portfolio reassigns them from their current portfolio. Reassigning a domain changes which policies apply to it and which findings are surfaced.

  1. Select Portfolios from the left navigation menu.

  2. Select + Add Portfolio.

  3. In the Configure portfolio dialog:

    1. In Portfolio name, enter a portfolio name.

    2. (Optional) In Description, enter a description.

    3. Under Select policies, select 1 or more policies to apply to domains in this portfolio. Select a Principle to expand its policies, then select each Policy to include. At least 1 policy must be selected.

  4. Select Next.

  5. In the Add domains dialog, search for and select the domains to add to the portfolio. See Add a domain if the domain has not been added to Posture Management yet.

  6. Select Next.

  7. Configure the Scan schedule settings:

    1. From Scan mode, select how Posture Management scans domains in this portfolio:

      1. Event-backed (recommended): Runs on the selected interval and triggers immediately when Posture Management detects a DNS change.

      2. Scheduled: Runs on the selected interval only, regardless of DNS changes.

      3. Event-only: Triggers only when Posture Management detects a DNS change, with no scheduled scan interval.

    2. From Scan interval, select how often to scan. Options include Hourly, Daily, Weekly, and Monthly.

  8. Select Next.

  9. Review your portfolio configuration in the Review panel.

  10. Select Create portfolio.