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[DOCS] Add Cases connector details (#127232)
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docs/management/cases/add-connectors.asciidoc
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docs/management/cases/add-connectors.asciidoc
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[[add-case-connectors]]
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== Add connectors
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preview::[]
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You can add connectors to cases to push information to these external incident
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management systems:
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* IBM Resilient
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* Jira
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* ServiceNow ITSM
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* ServiceNow SecOps
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* {swimlane}
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NOTE: To create connectors and send cases to external systems, you must have the
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appropriate {kib} feature privileges. Refer to <<setup-cases>>.
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[discrete]
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[[create-case-connectors]]
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== Create connectors
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You can create connectors in *Management > {stack-manage-app} > {rules-ui}*, as
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described in <<action-types>>. Alternatively, you can create them in
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*Management > {stack-manage-app} > Cases*:
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. Click *Edit external connection*.
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+
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[role="screenshot"]
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image::images/cases-connectors.png[]
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. From the *Incident management system* list, select *Add new connector*.
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. Select an external incident management system.
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. Enter your required settings. Refer to <<resilient-action-type>>,
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<<jira-action-type>>, <<servicenow-action-type>>, <<servicenow-sir-action-type>>,
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or <<swimlane-action-type>> for connector configuration details.
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. Click *Save*.
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[discrete]
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[[edit-case-connector-settings]]
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== Edit connector settings
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You can create additional connectors, update existing connectors, change
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the default connector, and change case closure options.
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. Go to *Management > {stack-manage-app} > Cases*, click *Edit external connection*.
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. To change whether cases are automatically closed after they are sent to an
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external system, update the case closure options.
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. To change the default connector for new cases, select the connector from the
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*Incident management system* list.
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. To update a connector, click *Update <connector name>* and edit the connector fields as required.
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@ -5,7 +5,8 @@ preview::[]
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Cases are used to open and track issues directly in {kib}. All cases list
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the original reporter and all the users who contribute to a case (_participants_).
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You can also send cases to third party systems by configuring external connectors.
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You can also send cases to external incident management systems by configuring
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connectors.
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[role="screenshot"]
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image::images/cases.png[Cases page]
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@ -17,4 +18,5 @@ You also cannot attach alerts from the {observability} or {security-app} to
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cases in *{stack-manage-app}*.
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* <<setup-cases>>
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* <<manage-cases>>
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* <<manage-cases>>
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* <<add-case-connectors>>
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docs/management/cases/images/cases-connectors.png
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include::cases.asciidoc[]
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include::setup-cases.asciidoc[leveloffset=+1]
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include::manage-cases.asciidoc[leveloffset=+1]
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//=== Configure external connectors
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include::add-connectors.asciidoc[leveloffset=+1]
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@ -16,9 +16,8 @@ TIP: In the `Description` area, you can use
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https://www.markdownguide.org/cheat-sheet[Markdown] syntax to create formatted
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text.
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. For *External incident management system*, select a connector. If you've
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previously added one, that connector displays as the default selection.
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Otherwise, the default setting is `No connector selected`.
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. For *External incident management system*, select a connector. For more
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information, refer to <<add-case-connectors>>.
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. After you've completed all of the required fields, click *Create case*.
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