Configure an integration instance to use integration commands in playbooks, the case and issue War Rooms, and the Playground.
To use a downloaded integration, you must configure an integration instance.
Before you begin:
Content packs containing integrations are downloaded when you adopt playbooks and configure playbook tasks. The content pack must be downloaded before you can configure an integration instance.
Consider whether you want to add credentials, which enable you to save login information without exposing usernames, passwords, certificates, and SSH keys. For more information, see Manage credentials.
Although you can view integration documentation when adding an instance, https://xsoar.pan.dev/ has more detailed information about integrations, including commands, outputs, and recommended permissions.
Navigate to → and search for the integration for which you want to add an instance.
Select the integration and click Add Instance.
Add the parameters as required.
(Optional) To check that the integration instance is working correctly, click Test.
Save & Exit.
You can expand the integration to see more details about the integration instance, enable or disable the integration instance, and copy the instance.
If you encounter an error, see Troubleshoot Integrations.
By default, the integration instance is used whenever the integration is called. If you want to only use the integration instance when specified with the
usingargument in a playbook or the CLI, change the integration instance setting from Always to On Demand. For example, you might have two instances of an integration and want to use one instance as the default and the other instance only for manual testing on demand.