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Add TheHive connector for cases (#5859)
(cherry picked from commit 182b6f8) # Conflicts: # docs/serverless/investigate/cases-settings.mdx
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--- | ||
slug: /serverless/security/cases-settings | ||
title: Configure case settings | ||
description: Change the default behavior of ((security)) cases by adding connectors, custom fields, templates, and closure options. | ||
tags: [ 'serverless', 'security', 'how-to', 'configure' ] | ||
status: in review | ||
--- | ||
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<DocBadge template="technical preview" /> | ||
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To access case settings in a ((security)) project, go to **Cases** → **Settings**. | ||
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 | ||
{/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} | ||
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## Case closures | ||
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If you close cases in your external incident management system, the cases will remain open in ((elastic-sec)) until you close them manually. | ||
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To close cases when they are sent to an external system, select **Automatically close Security cases when pushing new incident to external system**. | ||
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## External incident management systems | ||
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You can push ((elastic-sec)) cases to these third-party systems: | ||
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* ((sn-itsm)) | ||
* ((sn-sir)) | ||
* ((jira)) (including Jira Service Desk) | ||
* ((ibm-r)) | ||
* ((swimlane)) | ||
* ((hive)) | ||
* ((webhook-cm)) | ||
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To push cases, you need to create a connector, which stores the information required to interact with an external system. After you have created a connector, you can set ((elastic-sec)) cases to automatically close when they are sent to external systems. | ||
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<DocCallOut title="Requirements"> | ||
To create connectors and send cases to external systems, you need the Security Analytics Complete <DocLink slug="/serverless/elasticsearch/manage-project" text="project feature"/> and the appropriate user role. For more information, refer to <DocLink slug="/serverless/security/cases-requirements">Cases prerequisites</DocLink>. | ||
</DocCallOut> | ||
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To create a new connector | ||
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1. From the **Incident management system** list, select **Add new connector**. | ||
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1. Select the system to send cases to: **((sn))**, **((jira))**, **((ibm-r))**, **((swimlane))**, **((hive))**, or **((webhook-cm))**. | ||
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1. Enter your required settings. For connector configuration details, refer to: | ||
- [((sn-itsm)) connector](((kibana-ref))/servicenow-action-type.html) | ||
- [((sn-sir)) connector](((kibana-ref))/servicenow-sir-action-type.html) | ||
- [((jira)) connector](((kibana-ref))/jira-action-type.html) | ||
- [((ibm-r)) connector](((kibana-ref))/resilient-action-type.html) | ||
- [((swimlane)) connector](((kibana-ref))/swimlane-action-type.html) | ||
- [((hive)) connector](((kibana-ref))/thehive-action-type.html) | ||
- [((webhook-cm)) connector](((kibana-ref))/cases-webhook-action-type.html) | ||
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To change the settings of an existing connector: | ||
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1. Select the required connector from the incident management system list. | ||
1. Click **Update \<connector name>**. | ||
1. In the **Edit connector** flyout, modify the connector fields as required, then click **Save & close** to save your changes. | ||
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To change the default connector used to send cases to external systems, select the required connector from the incident management system list. | ||
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### Mapped case fields | ||
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When you export an ((elastic-sec)) case to an external system, case fields are mapped to existing fields in the external system. | ||
For example, the case title is mapped to the short description in ((sn)) and the summary in ((jira)) incidents. | ||
Case tags are mapped to labels in ((jira)). | ||
Case comments are mapped to work notes in ((sn)). | ||
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When you use a ((webhook-cm)) connector, case fields can be mapped to custom or existing fields. | ||
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When you push updates to external systems, mapped fields are either overwritten or appended, depending on the field and the connector. | ||
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Retrieving data from external systems is not supported. | ||
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## Custom fields | ||
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You can add optional and required fields for customized case collaboration. | ||
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1. In the **Custom fields** section, click **Add field**. | ||
 | ||
{/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} | ||
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1. You must provide a field label and type (text or toggle). | ||
You can optionally designate it as a required field and provide a default value. | ||
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When you create a custom field, it's added to all new and existing cases. | ||
In existing cases, new custom text fields initially have null values. | ||
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You can subsequently remove or edit custom fields on the **Settings** page. | ||
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## Templates | ||
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<DocCallOut template="technical_preview" /> | ||
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You can make the case creation process faster and more consistent by adding templates. | ||
A template defines values for one or all of the case fields (such as severity, tags, description, and title) as well as any custom fields. | ||
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To create a template: | ||
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1. In the **Templates** section, click **Add template**. | ||
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 | ||
{/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} | ||
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1. You must provide a template name and case severity. You can optionally add template tags and a description, values for each case field, and a case connector. | ||
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When users create cases, they can optionally select a template and use its field values or override them. | ||
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<DocCallOut> | ||
If you update or delete templates, existing cases are unaffected. | ||
</DocCallOut> |