Develop your playbook - Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs. - Administrator Guide - Cortex XSIAM - Cortex - Security Operations

Cortex XSIAM Documentation

Product
Cortex XSIAM
Creation date
2024-03-06
Last date published
2025-04-21
Category
Administrator Guide
Abstract

Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs.

When developing your playbook, you can either customize an existing out-of-the-box playbook from a content pack or create a new playbook from scratch.

Developing a new playbook from scratch enables a tailored solution for your use case, whereas customizing an out-of-the-box playbook can save time, reduce complexity, and can be a more efficient way to meet your organization's specific security and alert response needs.

Follow these steps to develop a playbook.

Task

Description

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Task 1. Choose from out-of-the-box playbooks or customize your own

Search for an out-of-the-box playbook to use, customize it, or create one based on your needs.

See topic.

Task 2. Configure playbook settings

Define playbook metadata, such as the name of the playbook, who can edit and run the playbook, and whether Quiet Mode is turned on.

See topic.

Task 3. Add tasks

Build your playbook by adding tasks that enable you to run scripts and sub-playbooks, communicate with end users, set conditions, and store relevant data. Define inputs and outputs for your tasks.

See topic.

Task 4. Add custom playbook features

Customize your playbook, including adding scripts, sub-playbooks, filtering and transforming data, extracting indicators, extending context, setting and updating alert fields, and polling.

see topic.Task 4. Add custom playbook features

Task 5. Test and debug the playbook

Set breakpoints, conditional breakpoints, skip tasks, and input and output overrides in the playbook debugger.

See topic.

Task 6. Manage playbook content

Save versions of your playbook in Cortex XSIAM, or manage your playbook content development and testing using a remote repository.

See topic.