Creating Automated Response Playbooks

Procedure

1. Go to Workflow and Automation → Security Playbooks.
2. On the Playbooks tab, choose Add → Create playbook.
3. On the Playbook Settings panel, select the XDR detection type, specify a unique name for the playbook, and click Apply.
4. On the Trigger Settings panel, select Automatic or manual (executed from Workbench) or Manual (executed from Workbench) for the trigger type and click Apply.
   • Automatic or manual (executed from Workbench): Workbench alerts automatically trigger playbook execution. You can also manually trigger playbook execution from Workbench.
   • Manual (executed from Workbench): You need to manually trigger playbook execution from Workbench.
   For more information about how to trigger playbook execution from Workbench, see All Alerts and Alerts (Workbench Insights) in the Workbench documentation.
5. On the Target Settings panel, select and configure the Target for the playbook and click Apply.
   1. In the Severity drop-down menu, select the severity level of Workbench alerts that require further investigation.
   2. If you want playbook actions to trigger only for Workbench alerts associated with specific detection models, select Filter by detection models.
      1. Click Select Models.
      2. Select the detection models by which to filter Workbench alerts.

         Important The severity of your selected models must match the severity of the target settings, otherwise the playbook might fail to run.

         Tip You can use both predefined and custom detection models to filter Workbench alerts. Click Custom Models to select custom detection models.

      3. Click Move to Selected Detection Models.
      4. Click Save.
   3. If you want to set conditions based on the risk rating of highlighted objects in the Workbench alert, select Filter by highlighted object risk.
   4. If you want the playbook to open a case for the Workbench alert that meets the conditions, select Open a Workbench case, assign a maximum of 50 owners to the alert, and specify whether to automatically close the case when the playbook executes successfully.

      Note This feature is not available in all regions.

      Important Creating a case transfers all Workbench notes to the case. New notes can only be added to the case. Alerts already associated with a case in Workbench will not trigger a new case creation. Instead, the playbook will update the existing case with the execution status and execution results. The playbook will not assign new owners to the existing case that already has owners.

   5. Click Apply.
6. If you need to take actions when specific conditions are met, configure the Condition node.

   Note This step is available only when you select Filter by highlighted object risk in the Target node.

   1. Click the add node () on the right of the Target node and click Condition.
   2. Create a condition setting by specifying the Parameter, Operator, and Value.

      Setting	Description
      Parameter	Highlighted object risk is the only parameter for this playbook.
      Operator	IS: The condition is triggered if any of the values is matched IS NOT: The condition is triggered if none of the values is matched
      Value	Highly suspicious: The likelihood of a highlighted object being false positive is low Suspicious: The likelihood of a highlighted object being false positive is higher Unrated: Analysis result other than Highly suspicious and Suspicious

   3. Click Apply.
   4. If you need to add more than one parallel Condition node, click the add node () on the right of the Target node.
   5. If you need to configure action settings for the Condition node, add an Action node by clicking the add node () on the right.
      For details, see Step 7.
   6. If you need to configure else-if conditions or else actions, add an Else-If Condition or Else Action node by clicking the add node () under the Condition node.
      For details, see Step 9.
7. Configure actions by adding an Action node.
   1. Click the add node () on the right of the Condition node and click Action.
   2. On the Action Settings panel, select Workbench alert and configure the automated response actions taken on the highly suspicious, suspicious and/or unrated objects.
      Response actions require that you have configured the supported services. For more information, see Response Actions.

      Setting	Description
      General actions	Add objects to block list: Adds objects to the User-Defined Suspicious Objects List
      Emails	Take no action: Takes no action for email messages Delete emails: Deletes target emails from detected mailboxes Quarantine emails: Moves target emails to the quarantine folder
      Files	Collect files: Compresses the file and sends the archive to the Response Management app Submit file objects for Sandbox Analysis: Sends the file to the Sandbox Analysis app for analysis in a virtual sandbox environment Note This action requires allocating credits and configuring the Sandbox Analysis app.
      URLs	Submit URL objects for Sandbox Analysis: Sends the URL to the Sandbox Analysis app for analysis in a virtual sandbox environment Note This action requires allocating credits and configuring the Sandbox Analysis app.
      Processes	Terminate processes: Terminates the "unrated" target process running on an endpoint Important This is a pre-release sub-feature and is not part of the existing features of an official commercial or general release. Please review the Pre-release sub-feature disclaimer before using the sub-feature.
      User accounts	Take no action: Takes no action for user accounts Disable user account: Signs the user out of all active application and browser sessions of the user account. Users are prevented from signing in any new session. Force sign out: Signs the user out of all active application and browser sessions of the user account. Users are not prevented from immediately signing back in the closed sessions or signing in new sessions. Force password reset: Signs the user out of all active application and browser sessions, and forces the user to create a new password during the next sign-in attempt
      Endpoints	Isolate endpoints: Disconnects the target endpoint from the network, except for communication with the managing Trend Micro server product Run custom scripts: Connects to a monitored endpoint and executes a previously uploaded PowerShell or Bash script file To run a custom script, complete the following steps: Select a script file type from the File type drop-down list. Upload a script file from your local by clicking Upload File. Then select your script file from the File drop-down list. For the Bash Script (.sh) file type, specify the operating system before uploading your script file. Type the parameters if your script requires an additional input.

   3. Select whether to send a notification to request manual approval to create response actions.

      Important Actions pending manual approval for over 24 hours expire and cannot be performed.

   4. If you require manual approval, configure the following settings.

      Setting	Description
      Notification method	Email: Sends an email notification to specified recipients Webhook: Sends a notification to specified webhook channels
      Subject prefix	The prefix that appears at the start of the notification subject line
      Recipients	The email addresses of recipients The field only appears if you select Email for Notification method.
      Webhook	The webhook channels to receive notifications The field only appears if you select Webhook for Notification method. Tip To add a webhook connection, click Create channel in the drop-down list.

   5. Click Apply.
   6. If you need to add more than one parallel action, use the add node () on the right of the Target or Condition node.
8. Configure notification settings by adding the second Action node.
   1. Click the add node () on the right of the first Action node and click Action.
   2. On the Action Settings panel, specify how to notify recipients of the playbook results.
   3. For email and webhook notifications, configure the following settings.

      Setting	Description
      Subject prefix	The prefix that appears at the start of the notification subject line
      Recipients	The email addresses of recipients The field only appears if you select Email for Notification method.
      Webhook	The webhook channels to receive notifications The field only appears if you select Webhook for Notification method. Tip To add a webhook connection, click Create channel in the drop-down list.

   4. For ServiceNow ticket notifications, configure the following settings.

      Setting	Description
      Ticket profile	The ServiceNow ticket profile to use Tip If you need to add a ticket profile, click Create ticket profile in the drop-down list.
      Ticket profile settings	The ticket profile settings for the playbook Selecting a ticket profile automatically loads the settings. Changing the settings overrides the ticket profile for the playbook. Assignment group: The ServiceNow assignment group you want to assign the ticket to Assigned to: The ServiceNow user you want to assign the ticket to Short description: A short description of the ticket which displays in ServiceNow

   5. If you require manual approval for sending playbook results, follow Step 7.d to configure the notification settings.

      Note This setting is available only to ticket notification action.

   6. Click Apply.
9. Configure Else-If Conditions or Else Actions if necessary.
   1. Click the add node () below the condition node and click Else-If Condition or Else Action.
   2. Configure a condition node by following Step 6, or configure an action node by following Step 7 or Step 8.

   Note The nodes that can be added by using an add node () vary depending on the preceding node. For example, an Action node can only be possibly followed by another Action node; a Condition node can be followed by an Action node or have an Else-If Condition or Else Action attached to it. When a condition is false, the playbook performs the Else Action or checks if its Else-If Condition is met. If the Else-If Condition is met, the playbook continues to perform the corresponding Else Action. Multiple Action nodes configured in a serial mode are taken sequentially.

10. Enable the playbook by toggling the Enable control on.
11. Click Save.
    The playbook appears on the Playbooks tab in the Security Playbooks app.