How to Change a Scan Playbook

Scan Playbooks are a kind of decision tree which instruct Spirion Sensitive Data Platform on what to do during scans, such as quarantine, shred, or redact sensitive data.

USE CAUTION WHEN MODIFYING SCAN PLAYBOOKS!!

  • When you modify an existing scan playbook, it is versioned on the backend!
  • 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, you will not see multiple playbooks with the same name, and you will be able to distinguish between them!
  • For more information, see How to Clone a Scan Playbook

How to Edit a Scan Playbook

PROCEED WITH CAUTION! archTIS recommends cloning an existing scan playbook and modifying the new copy! See above.

To edit a Scan Playbook navigate to the Scan Playbooks page from the left-side navigation menu (Scans > Scan Playbooks) and perform the following steps:

  1. Locate a playbook from the list of Playbooks.
  2. In the far right column, click the more options (ellipse) menu.

  3. Select Manage Playbook from the sub-menu that appears.

  4. The Playbook details page opens with the Playbook name shown at the top middle of the page.
  5. Make any needed changes to the playbook here.
  6. Click the save icon in the top left portion of the screen next to the blue "Actions" button.

  7. See "Add a New Scan Playbook" for more information on creating playbooks.