How to Clone a Scan Playbook

Why Scan Playbooks are Cloned

The "Clone Playbook" function, found under the "more options" menu on the Scan Playbooks page (Scans > Scan Playbooks) is an important and commonly used function in Spirion Sensitive Data Platform.

• Scan Playbooks are not cloned merely to reuse the playbooks contents.
• When you modify an existing scan playbook, it is versioned in the backend in Spirion Sensitive Data Platform! This includes changing the name of the scan playbook.
• For this reason, archTIS recommends you use the "Clone Playbook" function from the more options menu to create a copy of the scan playbook which you can then modify.
  
  
• Add a version number (v1, v2, v3, etc.) or a date (3/25/26) to the name of the new, cloned scan playbook. archTIS also recommends updating the scan playbook Description.
• By creating versions of each new iteration of a scan playbook, when you examine scan results (such as on the Scan Results page), you will not see multiple playbooks with the same name, and you will be able to distinguish between them!
• Changing a scan playbook without changing the name of the playbook can result in scans that currently use that playbook to lose the scan playbook attached to them!

How to Clone a Scan Playbook

To clone a Scan Playbook use the following steps:

1. Navigate to the Scan Playbooks page (Scans > Scan Playbooks)
2. Locate a playbook in the Playbooks list.
3. In the far right column, click the ellipse menu.
   
   
4. Click Clone Playbook.
   
   
5. In the Clone Playbook page, enter the name of the new playbook and click the blue OK button at the bottom of the page.
6. 1. If you are modifying an existing scan playbook, add a version number (v1, v2, v3, etc.) or a date (3/25/26) to the name of the new, cloned scan playbook.
   2. archTIS also recommends updating the scan playbook Description.