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Add notebooks documentation #2143
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# AI Cases | ||
# AI Cases (coming soon) | ||
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## Table of Contents | ||
1. [Overview](#overview) | ||
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# Notebooks (coming soon) | ||
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## Table of Contents | ||
1. [Overview](#overview) | ||
2. [Feature Benefits](#feature-benefits) | ||
3. [Getting Started with Notebooks](#getting-started-with-notebooks) | ||
4. [Creating and Managing Notebooks](#creating-and-managing-notebooks) | ||
5. [Notebook Templates](#notebook-templates) | ||
6. [Command Menu and Formatting](#command-menu-and-formatting) | ||
7. [Sharing Notebooks](#sharing-notebooks) | ||
8. [Notebook Management](#notebook-management) | ||
9. [Notebook Practices](#best-practices) | ||
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## Overview | ||
Notebooks is a powerful incident response feature that allows SOC analysts to centralize their `investigation queries`, `automation actions`, and `reporting` in a single document. With support for markdown syntax and rich media, Notebooks streamlines the incident response process and facilitates team collaboration. | ||
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![notebook](/assets/operation_center/notebook.gif){: style="max-width:100%"} | ||
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## Feature Benefits | ||
* Centralized incident response | ||
* Embedded queries and automations | ||
* Customizable templates for different threat types | ||
* Rich text formatting with markdown support | ||
* Standardized response processes | ||
* PDF export | ||
* Multi-tenant sharing capabilities | ||
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## Getting Started with Notebooks | ||
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### Types of Notebooks | ||
**Standalone Notebooks** | ||
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* Independent notebooks for general use (threat hunting, custom reporting) | ||
* Accessible from the `Notebooks menu` | ||
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**Context-linked Notebooks** | ||
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* Attached to specific `cases` or `alerts` for incident response | ||
* Directly accessible from the `Notebooks tab` within cases or alerts | ||
* Provides centralized investigation context | ||
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## Creating and Managing Notebooks | ||
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### Creating a New Notebook | ||
1. Navigate to the `Notebooks tab` within a case or an alert | ||
2. Click `New Notebook` | ||
3. Edit blank notebook or use an existing template | ||
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![notebook_blank](/assets/operation_center/notebook_case.png){: style="max-width:100%"} | ||
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!!! Warning | ||
In a **multi-tenant** environment, notebooks are created in the **parent** workspace by default. They are not visible to child tenants unless you explicitly share the notebook with them. | ||
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### Basic Features | ||
* Markdown syntax support | ||
* Image attachment for evidence collection | ||
* Multi datasources querying | ||
* Investigation findings documentation | ||
* Automations execution | ||
* Real-time modifications saving | ||
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!!! Info | ||
Currently, Markdown table syntax is not supported. | ||
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### Tracking Changes | ||
* Last modification date | ||
* Last modification author | ||
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![notebook_changes](/assets/operation_center/notebook_changes.png){: style="max-width:100%"} | ||
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## Notebook Templates | ||
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### Template Management | ||
Enhance incident response capabilities by creating template notebooks tailored to different threat types: | ||
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* Phishing investigations | ||
* Malware analysis | ||
* Intrusion containment | ||
* Any custom threat responses | ||
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### Template Features | ||
* Pre-defined investigation steps | ||
* Threat tailored query templates | ||
* Suggested remediation actions | ||
* Guidance for analysts | ||
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### Setting Default Notebook Template For Cases/Alerts | ||
1. Navigate to Notebook templates | ||
2. Select desired template | ||
3. Set as `default` for cases and alerts | ||
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The `default` notebook template will be suggested for use in cases and alerts, enabling the SOC team to standardize their response processes. | ||
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![notebook_template](/assets/operation_center/notebook_template.gif){: style="max-width:100%"} | ||
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### Template Creation Methods | ||
* Create notebook template from scratch | ||
* Convert existing notebook to template | ||
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![notebook_convert_template](/assets/operation_center/notebook_convert_template.gif){: style="max-width:100%"} | ||
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## Command Menu and Formatting | ||
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### Accessing the Command Menu | ||
* Press the slash key (/) to open the Command menu | ||
* Access notebook capabilities | ||
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![notebook_command](/assets/operation_center/notebook_command.gif){: style="max-width:100%"} | ||
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!!! Tip | ||
When the command menu is open, quickly search for an integration by typing its name. | ||
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### Available Commands | ||
* Text formatting options | ||
* Query builder insertion | ||
* Automation insertion | ||
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![notebook_menu](/assets/operation_center/notebook_menu.png){: style="max-width:100%"} | ||
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### Query Builder Editor | ||
* Display data in tables | ||
* Create various data visualizations, including pie charts, line charts, bar charts, column charts, and numeric displays | ||
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![notebook_viz](/assets/operation_center/notebook_viz.png){: style="max-width:100%"} | ||
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## Sharing Notebooks | ||
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### Export notebook as PDF | ||
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Convert notebooks into PDF files to efficiently share incident, threat hunting, and KPI reports. | ||
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![notebook_share](/assets/operation_center/notebook_pdf.gif){: style="max-width:100%"} | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Same for this .gif, try uploading it with a more zoomed screen (or using AMA cool tool for screenshots!) |
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### Multi-tenant support | ||
* Individual notebook sharing | ||
* Customer-specific reporting | ||
* Secure information distribution | ||
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Share notebooks and templates directly with child tenants to ensure secure information distribution, provide incident reports, and share best practices with customers. | ||
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![notebook_share](/assets/operation_center/notebook_share.gif){: style="max-width:100%"} | ||
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## Notebook Management | ||
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### Organization | ||
* Use the search bar to find notebooks by their titles | ||
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### Deletion and Recovery | ||
* Soft delete notebooks to trash | ||
* 30-day recovery period | ||
* Permanent deletion after 30 days | ||
* Restore option available | ||
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![notebook_share](/assets/operation_center/notebook_delete.gif){: style="max-width:100%"} | ||
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## Best Practices | ||
1. Use templates for standardized investigations | ||
2. Document all investigation steps | ||
3. Include relevant screenshots and evidence | ||
4. Utilize data visualization for complex data | ||
5. Maintain consistent formatting | ||
6. Regular template updates | ||
7. Proper sharing permissions management |
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the .gif is low quality, we can't see the text clearly