Incident Response Evidence Collection Playbooks

Collect evidence to support threat investigation and incident response by creating evidence collection playbooks.

1. Go to Workflow and Automation > Security Playbooks.
2. On the Playbooks tab, choose Add > Create from template.
3. Select Incident Response Evidence Collection and click Create Playbook from Template.
4. Configure the playbook settings and click Apply.
   Note:

   You must specify a unique name for the playbook.

5. To customize the name of the trigger node, click the settings icon.
6. Identify target endpoints for evidence collection by endpoint names or IP addresses.
7. Configure the manual approval settings in the first action node (default name: "Notify recipients for manual approval").
   1. (Optional) Specify a custom Name for the node.
   2. 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.

   3. 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.

8. Configure evidence collection in the next action node (default name: "Collect evidence").

   Setting	Description
   Name	The node name
   Evidence types	Types of evidence to collect Note: Basic information is required.
   Upload evidence to Trend Vision One	Uploads evidence to Trend Vision One Tip: Find uploaded evidence on the Execution Results page in the Security Playbooks app.
   Archive location on endpoint	Location of the archive on the local endpoint Important: The local archive does not have encryption, and remains on the endpoint until deleted. This may allow access to sensitive information to anyone with access to the file system or reveal the presence of an ongoing investigation. Evidence archives take up hard drive space and may impact endpoint performance.

9. Specify how to notify recipients of the playbook results by configuring the second path selection node.
   Note:

   You can only select one path for notification of results.

10. For email and webhook notifications, configure the action node (default name: "Send notification of results").

    Setting	Description
    Name	The node name
    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: If you need to add a webhook connection, click Create channel in the drop-down list.

11. For ServiceNow ticket notifications, configure the two action nodes.
    1. Follow Step 7 to configure the first action node (default name: "Notify recipients for manual approval").
    2. Configure the next action node (default name: "Send ticket notification of results").

       Setting	Description
       Name	The node name
       Notification method	The action node can only send "Ticket" notifications
       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

12. Enable the playbook by toggling the Enable control on.
13. Click Save.

    The playbook appears on the Playbooks tab in the Security Playbooks app.