How to Add a Custom Classification to a Playbook

Adding a classification to a Scan Playbook workflow is simple.

To add a classification to a new or pre-existing playbook, use the following steps:

  1. Navigate to your Scan Playbook.
    1. From the left side navigation menu select Scans > Scan Playbooks.
    2. For an existing playbook, in the table shown identify the playbook you wish to add a classification to.
      1. For the identified playbook, select the more options (3 vertical dots) menu at far right and select "Manage Playbook."
    3. For a new playbook, click the + Add Playbook button in the top right corner.
      1. The New Playbook pop-up window opens.
      2. Enter a name and description for your playbook.
  2. Click the '+' button from a decision point.
  3. Select Classification from the Select Action drop-down menu.

  4. In the Classifications box select the following:
    1. Action Options: Where will this be classified - in the database only or on both the file and database? Select the appropriate option from the drop-down menu.
    2. Classification type: Will the classification be added, removed, or replaced? Select the appropriate option from the drop-down menu.
    3. Selected Classification: Select the custom classification to be applied in this playbook rule from the drop-down menu.

  5. When finished click the white hard disk icon (Save) button next to the Actions button in the top left of the page.


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