Managing Playbook Versions

Scenario

This section describes how to manage playbook versions, including Previewing Playbook Versions, Editing a Playbook Version, Activating/Deactivating a Playbook Version, Copying a Playbook Version, and Deleting a Playbook Version.

Previewing Playbook Versions

The draft version cannot be previewed.

1. Log in to the management console.
2. Click in the upper part of the page and choose Security > SecMaster.
3. In the navigation pane on the left, choose Workspaces > Management. In the workspace list, click the name of the target workspace.
   Figure 1 Workspace management page
   

4. In the left navigation pane, choose Security Orchestration > Playbooks.
   Figure 2 Accessing the Playbooks tab
   

5. In the Operation column of the target playbook, click Versions.
6. On the Version Management slide-out panel, in the version information area, locate the row containing the desired playbook version, and click Preview in the Operation column.
7. On the playbook version preview page, you can view the details about the target playbook version, including Basic Information, Version Information, and Matching Workflow.

Editing a Playbook Version

Only playbook versions whose version status is Unsubmitted can be edited.

1. Log in to the management console.
2. Click in the upper part of the page and choose Security > SecMaster.
3. In the navigation pane on the left, choose Workspaces > Management. In the workspace list, click the name of the target workspace.
   Figure 3 Workspace management page
   

4. In the left navigation pane, choose Security Orchestration > Playbooks.
   Figure 4 Accessing the Playbooks tab
   

5. In the Operation column of the target playbook, click Versions.
6. On the Version Management slide-out panel, in the version information area, locate the row containing the desired playbook version, and click Edit in the Operation column.
7. On the page for editing a playbook version, edit the version information.
8. Click OK.

Activating/Deactivating a Playbook Version

• Only the playbook version that is not activated can be activated.
• Only one activated version is allowed for each playbook.
• After the current version is activated, the previously activated version is deactivated. For example, if the V2 version is activated this time, the V1 version in the activated state is deactivated and changes to the deactivated state.

1. Log in to the management console.
2. Click in the upper part of the page and choose Security > SecMaster.
3. In the navigation pane on the left, choose Workspaces > Management. In the workspace list, click the name of the target workspace.
   Figure 5 Workspace management page
   

4. In the left navigation pane, choose Security Orchestration > Playbooks.
   Figure 6 Accessing the Playbooks tab
   

5. In the Operation column of the target playbook, click Versions.
6. On the Version Management page, in the version information area, locate the row containing the desired playbook version, and click Activate or Deactivate in the Operation column.

Copying a Playbook Version

Only playbook versions in the Activated or Inactive state can be copied.

1. Log in to the management console.
2. Click in the upper part of the page and choose Security > SecMaster.
3. In the navigation pane on the left, choose Workspaces > Management. In the workspace list, click the name of the target workspace.
   Figure 7 Workspace management page
   

4. In the left navigation pane, choose Security Orchestration > Playbooks.
   Figure 8 Accessing the Playbooks tab
   

5. In the Operation column of the target playbook, click Versions.
6. On the Version Management slide-out panel, in the version information area, locate the row containing the desired playbook version, and click Copy in the Operation column.
7. In the dialog box that is displayed, click OK.

Deleting a Playbook Version

To delete a playbook version, the following conditions must be met:

• The playbook version is inactivated.
• No running playbook version instance exists.

1. Log in to the management console.
2. Click in the upper part of the page and choose Security > SecMaster.
3. In the navigation pane on the left, choose Workspaces > Management. In the workspace list, click the name of the target workspace.
   Figure 9 Workspace management page
   

4. In the left navigation pane, choose Security Orchestration > Playbooks.
   Figure 10 Accessing the Playbooks tab
   

5. In the Operation column of the target playbook, click Versions.
6. On the Version Management slide-out panel, in the version information area, locate the row containing the desired playbook version, and click Delete in the Operation column.
   

   After a playbook version is deleted, it cannot be retrieved. Exercise caution when performing this operation.