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136 changes: 136 additions & 0 deletions docs/management/action-types.asciidoc
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[role="xpack"]
[[action-types]]
== Connectors

Connectors provide a central place to store connection information for services and integrations with Elastic or third party systems.
Actions are instantiations of a connector that are linked to rules and run as background tasks on the {kib} server when rule conditions are met. {kib} provides the following types of connectors:

* <<bedrock-action-type,{bedrock}>>: Send a request to {bedrock}.
* <<cases-action-type,Cases>>: Add alerts to cases.
* <<crowdstrike-action-type,CrowdStrike>>: Send a request to CrowdStrike.
* <<d3security-action-type,D3 Security>>: Send a request to D3 Security.
* <<gemini-action-type,{gemini}>>: Send a request to {gemini}.
* <<email-action-type,Email>>: Send email from your server.
* <<resilient-action-type,{ibm-r}>>: Create an incident in {ibm-r}.
* <<index-action-type,Index>>: Index data into Elasticsearch.
* <<jira-action-type,Jira>>: Create an incident in Jira.
* <<teams-action-type,Microsoft Teams>>: Send a message to a Microsoft Teams channel.
* <<obs-ai-assistant-action-type,Observability AI Assistant>>: Add AI-driven insights and custom actions to your workflow.
* <<openai-action-type,OpenAI>>: Send a request to OpenAI.
* <<opsgenie-action-type,{opsgenie}>>: Create or close an alert in {opsgenie}.
* <<pagerduty-action-type,PagerDuty>>: Send an event in PagerDuty.
* <<sentinelone-action-type,SentinelOne>>: Send a request to SentinelOne.
* <<server-log-action-type,ServerLog>>: Add a message to a Kibana log.
* <<servicenow-action-type,{sn-itsm}>>: Create an incident in {sn}.
* <<servicenow-sir-action-type,{sn-sir}>>: Create a security incident in {sn}.
* <<servicenow-itom-action-type,{sn-itom}>>: Create an event in {sn}.
* <<slack-action-type,Slack>>: Send a message to a Slack channel or user.
* <<swimlane-action-type,{swimlane}>>: Create an incident in {swimlane}.
* <<thehive-action-type,{hive}>>: Create cases and alerts in {hive}.
* <<tines-action-type,Tines>>: Send events to a Tines Story.
* <<torq-action-type,Torq>>: Trigger a Torq workflow.
* <<webhook-action-type, {webhook}>>: Send a request to a web service.
* <<cases-webhook-action-type,{webhook-cm}>>: Send a request to a Case Management web service.
* <<xmatters-action-type,xMatters>>: Send actionable alerts to on-call xMatters resources.
* <<xsoar-action-type,XSOAR>>: Create an incident in XSOAR.

[NOTE]
==============================================
Some connector types are paid commercial features, while others are free.
For a comparison of the Elastic subscription levels, go to
{subscriptions}[the subscription page].
==============================================

[float]
[[connector-management]]
=== Managing connectors

Rules use connectors to route actions to different destinations like log files, ticketing systems, and messaging tools. While each {kib} app can offer their own types of rules, they typically share connectors. *{stack-manage-app} > {connectors-ui}* offers a central place to view and manage all the connectors in the current space.

[role="screenshot"]
image::images/connector-listing.png[Example connector listing in the {rules-ui} UI]
// NOTE: This is an autogenerated screenshot. Do not edit it directly.

[float]
=== Required permissions

Access to connectors is granted based on your privileges to alerting-enabled
features. For more information, go to <<alerting-security>>.

[float]
=== Connector networking configuration

Use the <<action-settings,action configuration settings>> to customize connector networking configurations, such as proxies, certificates, or TLS settings. You can set configurations that apply to all your connectors or use `xpack.actions.customHostSettings` to set per-host configurations.

[float]
[[connectors-list]]
=== Connector list

In *{stack-manage-app} > {connectors-ui}*, you can find a list of the connectors
in the current space. You can use the search bar to find specific connectors by
name and type. The *Type* dropdown also enables you to filter to a subset of
connector types.

[role="screenshot"]
image::images/connector-filter-by-type.png[Filtering the connector list by types of connectors]
// NOTE: This is an autogenerated screenshot. Do not edit it directly.

You can delete individual connectors using the trash icon. Alternatively, select
multiple connectors and delete them in bulk using the *Delete* button.

[role="screenshot"]
image::images/connector-delete.png[Deleting connectors individually or in bulk]
// NOTE: This is an autogenerated screenshot. Do not edit it directly.

[NOTE]
============================================================================
You can delete a connector even if there are still actions referencing it.
When this happens the action will fail to run and errors appear in the {kib} logs.
============================================================================

[float]
[[creating-new-connector]]
=== Creating a new connector

New connectors can be created with the *Create connector* button, which guides
you to select the type of connector and configure its properties.

[role="screenshot"]
image::images/connector-select-type.png[Connector select type]

After you create a connector, it is available for use any time you set up an
action in the current space.

For out-of-the-box and standardized connectors, refer to
<<pre-configured-connectors,preconfigured connectors>>.

TIP: You can also manage connectors as resources with the https://registry.terraform.io/providers/elastic/elasticstack/latest[Elasticstack provider] for Terraform.
For more details, refer to the https://registry.terraform.io/providers/elastic/elasticstack/latest/docs/resources/kibana_action_connector[elasticstack_kibana_action_connector] resource.

[float]
[[importing-and-exporting-connectors]]
=== Importing and exporting connectors

To import and export connectors, use the
<<managing-saved-objects,Saved Objects Management UI>>.

[role="screenshot"]
image::images/connectors-import-banner.png[Connectors import banner, width=50%]

If a connector is missing sensitive information after the import, a **Fix**
button appears in *{connectors-ui}*.

[role="screenshot"]
image::images/connectors-with-missing-secrets.png[Connectors with missing secrets]

[float]
[[monitoring-connectors]]
=== Monitoring connectors

The <<task-manager-health-monitoring,Task Manager health API>> helps you understand the performance of all tasks in your environment.
However, if connectors fail to run, they will report as successful to Task Manager. The failure stats will not
accurately depict the performance of connectors.

For more information on connector successes and failures, refer to the <<event-log-index,Event log index>>.

include::connectors/index.asciidoc[]
80 changes: 80 additions & 0 deletions docs/management/connectors/action-types/xsoar.asciidoc
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[[xsoar-action-type]]
== XSOAR connector and action
++++
<titleabbrev>XSOAR</titleabbrev>
++++
:frontmatter-description: Add a connector that can create an incident in XSOAR.
:frontmatter-tags-products: [kibana]
:frontmatter-tags-content-type: [how-to]
:frontmatter-tags-user-goals: [configure]

XSOAR connector uses the https://cortex-panw.stoplight.io/docs/cortex-xsoar-8/m0qlgh9inh4vk-create-or-update-an-incident[XSOAR REST API] to create Cortex XSOAR incidents.

[float]
[[define-XSOAR-ui]]
=== Create connectors in {kib}

You can create connectors in *{stack-manage-app} > {connectors-ui}*
or as needed when you're creating a rule. For example:

[role="screenshot"]
image::management/connectors/images/xsoar-connector.png[XSOAR connector]

[float]
[[xsoar-connector-configuration]]
==== Connector configuration

XSOAR connectors have the following configuration properties:

Name:: The name of the connector.
URL:: The instance URL of XSOAR.
API key:: The API key for authentication in XSOAR.
API key id:: The API key id for authentication in XSOAR. It is mandatory for cloud instance users.

[float]
[[xsoar-action-configuration]]
=== Test connectors

You can test connectors as you're creating or editing the connector in {kib}. For example:

[role="screenshot"]
image::management/connectors/images/xsoar-params-test.png[XSOAR params test]

XSOAR actions have the following configuration properties.

Name:: The name of the incident.
Playbook:: The playbook to associate with the incident.
Start investigation:: Indicates whether to start the investigation process automatically upon creating the new incident.
Severity:: The severity of the incident: Unknown, Informational, Low, Medium, High or Critical.
+
--
NOTE: Use the `Keep severity from rule` toggle to create an incident with the rule's severity.
--

Body:: A JSON payload that includes additional parameters to to be included in the API request.
+
[source,json]
--
{
"details": "This is an example incident",
"type": "Unclassified"
}
--

[float]
[[xsoar-connector-networking-configuration]]
=== Connector networking configuration

Use the <<action-settings, Action configuration settings>> to customize connector networking configurations, such as proxies, certificates, or TLS settings. You can set configurations that apply to all your connectors or use `xpack.actions.customHostSettings` to set per-host configurations.

[float]
[[configure-xsoar]]
=== Configure XSOAR

To generate an API key in XSOAR:

1. Log in to your XSOAR instance.
2. Navigate to *Settings & Info > Settings > Integrations > API Keys*.
3. Generate the *API Key* and copy its value to configure the connector in {kib}.

NOTE: For more information, refer to the https://cortex-panw.stoplight.io/docs/cortex-xsoar-8/t09y7hrb5d14m-create-a-new-api-key[documentation].
32 changes: 32 additions & 0 deletions docs/management/connectors/index.asciidoc
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include::action-types/bedrock.asciidoc[leveloffset=+1]
include::action-types/cases-action-type.asciidoc[leveloffset=+1]
include::action-types/crowdstrike.asciidoc[leveloffset=+1]
include::action-types/d3security.asciidoc[leveloffset=+1]
include::action-types/email.asciidoc[leveloffset=+1]
include::action-types/gemini.asciidoc[leveloffset=+1]
// ifeval::["featureAIConnector"=="true"]
// include::action-types/inference.asciidoc[leveloffset=+1]
// endif::[]
include::action-types/resilient.asciidoc[leveloffset=+1]
include::action-types/index.asciidoc[leveloffset=+1]
include::action-types/jira.asciidoc[leveloffset=+1]
include::action-types/teams.asciidoc[leveloffset=+1]
include::action-types/obs-ai-assistant.asciidoc[leveloffset=+1]
include::action-types/openai.asciidoc[leveloffset=+1]
include::action-types/opsgenie.asciidoc[leveloffset=+1]
include::action-types/pagerduty.asciidoc[leveloffset=+1]
include::action-types/sentinelone.asciidoc[leveloffset=+1]
include::action-types/server-log.asciidoc[leveloffset=+1]
include::action-types/servicenow.asciidoc[leveloffset=+1]
include::action-types/servicenow-sir.asciidoc[leveloffset=+1]
include::action-types/servicenow-itom.asciidoc[leveloffset=+1]
include::action-types/swimlane.asciidoc[leveloffset=+1]
include::action-types/slack.asciidoc[leveloffset=+1]
include::action-types/thehive.asciidoc[leveloffset=+1]
include::action-types/tines.asciidoc[leveloffset=+1]
include::action-types/torq.asciidoc[leveloffset=+1]
include::action-types/webhook.asciidoc[leveloffset=+1]
include::action-types/cases-webhook.asciidoc[leveloffset=+1]
include::action-types/xmatters.asciidoc[leveloffset=+1]
include::action-types/xsoar.asciidoc[leveloffset=+1]
include::pre-configured-connectors.asciidoc[leveloffset=+1]
90 changes: 90 additions & 0 deletions docs/reference/connectors-kibana/xsoar-action-type.md
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---
navigation_title: "XSOAR"
mapped_pages:
- https://www.elastic.co/guide/en/kibana/current/xsoar-action-type.html
---

# XSOAR connector and action [xsoar-action-type]


XSOAR connector uses the [XSOAR REST API](https://cortex-panw.stoplight.io/docs/cortex-xsoar-8/m0qlgh9inh4vk-create-or-update-an-incident) to create Cortex XSOAR incidents.


## Create connectors in {{kib}} [define-xsoar-ui]

You can create connectors in **{{stack-manage-app}} > {{connectors-ui}}** or as needed when you’re creating a rule. For example:

% TO DO: Use `:class: screenshot`
![XSOAR connector](../images/xsoar-connector.png)


### Connector configuration [xsoar-connector-configuration]

XSOAR connectors have the following configuration properties:

Name
: The name of the connector.

URL
: The XSOAR instance URL.

API key
: The XSOAR API key for authentication.

::::{note}
If you do not have an API key, refer to [Create a new API key](https://cortex-panw.stoplight.io/docs/cortex-xsoar-8/t09y7hrb5d14m-create-a-new-api-key) to make one for your XSOAR instance.
::::

API key id
: The XSOAR API key ID for authentication. (Mandatory for cloud instance users.)


## Test connectors [xsoar-action-configuration]

You can test connectors as you’re creating or editing the connector in {{kib}}. For example:

% TO DO: Use `:class: screenshot`
![XSOAR params test](../images/xsoar-params-test.png)

XSOAR actions have the following configuration properties.

Name
: The incident name.

Playbook
: The playbook to associate with the incident.

Start investigation
: If turned on, will automatically start the investigation process after the incident is created.

Severity
: The severity of the incident. Can be `Unknown`, `Informational`, `Low`, `Medium`, `High` or `Critical`.

::::{note}
Turn on `Keep severity from rule` to create an incident that inherits the rule's severity.
::::

Body
: A JSON payload that includes additional parameters to be included in the API request.

```json
{
"details": "This is an example incident",
"type": "Unclassified"
}
```


## Connector networking configuration [xsoar-connector-networking-configuration]

Use the [Action configuration settings](/reference/configuration-reference/alerting-settings.md#action-settings) to customize connector networking configurations, such as proxies, certificates, or TLS settings. You can set configurations that apply to all your connectors or use `xpack.actions.customHostSettings` to set per-host configurations.


## Configure XSOAR [configure-xsoar]

To generate an API key in XSOAR:

1. Log in to your XSOAR instance.
2. Navigate to **Settings & Info > Settings > Integrations > API Keys**.
3. Generate the **API Key** and copy its value to configure the connector in {{kib}}.

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3 changes: 2 additions & 1 deletion docs/reference/toc.yml
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Expand Up @@ -58,11 +58,12 @@ toc:
- file: connectors-kibana/webhook-action-type.md
- file: connectors-kibana/cases-webhook-action-type.md
- file: connectors-kibana/xmatters-action-type.md
- file: connectors-kibana/xsoar-action-type.md
- file: connectors-kibana/pre-configured-connectors.md
- file: kibana-plugins.md
- file: commands.md
children:
- file: commands/kibana-encryption-keys.md
- file: commands/kibana-verification-code.md
- file: osquery-exported-fields.md
- file: osquery-manager-prebuilt-packs.md
- file: osquery-manager-prebuilt-packs.md
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