Viewing, Activating, and Managing Playbook Environments
  • 18 Sep 2024
  • 3 Minutes to read
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Viewing, Activating, and Managing Playbook Environments

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Article summary

Viewing Playbook Environments

Hover over Playbooks on the top navigation bar and select Environments to open the Environments screen (Figure 1). For Organization Administrators, the Environments screen shows all Environments created in their Organization. For System Administrators, the Environments screen shows all Environments created on the ThreatConnect instance.

Note
You can also access the Environments screen may by hovering over SettingsSettings iconon the top navigation bar, selecting Org Settings, clicking the Apps tab, clicking the menu at the top right of the Apps screen, and selecting Environments.
Note
If no Environments are configured for your Organization, the text “No Environments Available” will be displayed on the Environments screen.

Figure 1_Viewing, Activating, and Managing Playbook Environments_7.7.0

 

The color of the top border of an Environment card indicates the following:

  • Green: The Environment is active and configured to an Environment Server.
  • Yellow: The Environment is active, but not configured to an Environment Server.
  • Gray: The Environment is inactive.
Note
Active and configured Environments will initially display a yellow top border on their respective card. The top border will turn green as the ThreatConnect instance communicates with the Environment Server and recognizes the Environment as configured. Depending on how quickly that communication occurs, there may be a short delay before the top border changes from yellow to green.

An Environment card provides the following information about its corresponding Environment:

  • Executions Today: The number of executions that have occurred on the Environment on the present day.
  • Queue Size: The number of items in the queue waiting for execution on the Environment.
  • Dependent Playbooks: The number of Playbooks that are dependent on the Environment (i.e., that have an App or Service configured to run on the given Environment).
  • Dependent Jobs: The number of Jobs (Playbooks and other applications) that are dependent on the Environment (i.e., that are configured to run on the given Environment).
  • Owner: The Organization that owns the Environment.
  • Environment Server: The name of the Environment Server that is attached to the configuration represented by the given Environment box.
  • Remote Workers: The number of Workers available on the Environment Server.

Activating an Environment

Turn the Active toggle at the lower-right corner of an Environment card (Figure 1) on or off to make an Environment active or inactive, respectively.

Managing an Environment

The menu at the upper-right corner of an Environment card (Figure 1) contains the following options for managing an Environment:

Editing an Environment's Name

Follow these steps to edit an Environment’s name:

  1. Click the menu on an Environment card and select Edit Name.
  2. On the Edit Environment window, enter a new name for the Environment. Then click Save.

Viewing an Environment's Administration Screen

Click the menu on an Environment card and select View to open the Environment’s administration screen (Figure 2) and view information about the Environment in real time. You can also open this screen by clicking the name of the Environment at the top of its card.

Note
When an Environment's administration screen is first loaded, there may be a short delay before all information is displayed.

Figure 2_Viewing, Activating, and Managing Playbook Environments_7.7.0

 

To return to the view in Figure 1, click the Environments link at the upper-right corner of the screen, or refresh the browser tab in which ThreatConnect is open.

Deleting an Environment

Click the menu on an Environment card and select Delete to delete the Environment. Only System Administrators can delete Environments.

Downloading an Environment

Follow these steps to download an Environment:

  1. Click the menu on an Environment card and select Download.
  2. On the Environment: <Environment namewindow, select one of the following options in the Download options dropdown:
    • Download Bundle (All-in-one): Downloads both the Environment Config and the Environment Server, as well as the KeyStore files required to make a secure connection to the host ThreatConnect instance, in a .zip file.
    • Environment Config Only: Downloads the Environment Config in a .env file format.
    • Environment Server Only: Downloads the Environment Server in a .zip file.
  3. Click Download on the Environment: <Environment namewindow.

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