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62 changes: 39 additions & 23 deletions explore-analyze/alerts-cases/cases/manage-cases.md
Original file line number Diff line number Diff line change
Expand Up @@ -88,25 +88,6 @@ For self-managed {{kib}}:

When you subsequently add assignees to cases, they receive an email.

## Add files [add-case-files]

After you create a case, you can upload and manage files on the **Files** tab. To find the tab:

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.0`: Go to the case's details page.

To download or delete the file or copy the file hash to your clipboard, open the action menu {icon}`boxes_horizontal`. The available hash functions are MD5, SHA-1, and SHA-256.

When you upload a file, a comment is added to the case activity log. To view an image, click its name in the activity or file list.

::::{note}
Uploaded files are also accessible from the **Files** management page, which you can find using the navigation menu or entering `Files` into the [global search field](../../../explore-analyze/find-and-organize/find-apps-and-objects.md).
::::

::::{important}
When you export cases as [saved objects](/explore-analyze/find-and-organize/saved-objects.md), the attached case files are not exported.
::::

## Add visualizations [add-case-visualization]

You can also optionally add visualizations. For example, you can portray event and alert data through charts and graphs.
Expand Down Expand Up @@ -144,10 +125,45 @@ To view a case, click on its name. You can then:
* Add a connector (if you did not select one while creating the case).
* Send updates to external systems (if external connections are configured).
* Refresh the case to retrieve the latest updates.
* Add and manage the following items:
* Alerts
* Files
* Observables

## Add context and supporting materials [add-case-context]

Provide additional context and resources by adding the following to the case:
* [Alerts](#add-case-alerts)
* [Files](#add-case-files)
* [Observables](#add-case-observables)

::::{tip}
:applies_to: {stack: ga 9.3}
From the **Attachments** tab, you can search for specific observable values, alert IDs, and file names.
::::

### Add alerts [add-case-alerts]

:::{include} /solutions/_snippets/add-case-alerts.md
:::

::::{note}
Refer to [](../../../solutions/observability/incident-management/view-alerts.md#observability-view-alerts-add-alerts-to-cases) to learn how to add alerts to cases.
::::

### Add files [add-case-files]

:::{include} ../../../solutions/_snippets/add-case-files.md
:::

::::{important}
When you export cases as [saved objects](/explore-analyze/find-and-organize/saved-objects.md), the attached case files are not exported.
::::

::::{note}
Uploaded files are also accessible from the **Files** management page, which you can find using the navigation menu or entering `Files` into the [global search field](../../../explore-analyze/find-and-organize/find-apps-and-objects.md).
::::

### Add observables [add-case-observables]

:::{include} ../../../solutions/_snippets/add-case-observables.md
:::

## Search cases [search-stack-management-cases]

Expand Down
10 changes: 10 additions & 0 deletions solutions/_snippets/add-case-alerts.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,10 @@
Escalate alerts and track them in a single place by attaching them to cases. To examine the alerts, click the **Alerts** tab in the case. In the table, alerts are organized from oldest to newest. To view alert details, click the **View details** button.

You can find the **Alerts** tab in the following places:

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.0`: Go to the case's details page.

::::{important}
Each case can have a maximum of 1,000 alerts.
::::
8 changes: 0 additions & 8 deletions solutions/_snippets/add-case-files.md
Original file line number Diff line number Diff line change
Expand Up @@ -6,11 +6,3 @@ After you create a case, you can upload and manage files on the **Files** tab. T
To download or delete the file or copy the file hash to your clipboard, open the action menu {icon}`boxes_horizontal`. The available hash functions are MD5, SHA-1, and SHA-256.

When you upload a file, a comment is added to the case activity log. To view an image, click its name in the activity or file list.

::::{note}
Uploaded files are also accessible from the **Files** management page, which you can find using the navigation menu or entering `Files` into the [global search field](../../explore-analyze/find-and-organize/find-apps-and-objects.md).
::::

::::{important}
When you export cases as [saved objects](/explore-analyze/find-and-organize/saved-objects.md), the attached case files are not exported.
::::
27 changes: 27 additions & 0 deletions solutions/_snippets/add-case-observables.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,27 @@
An observable is a piece of information about an investigation, for example, a suspicious URL or a file hash. Use observables to identify correlated events and better understand the severity and scope of a case.

View and manage observables from the **Observables** tab. You can find the tab in the following places:

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.0`: Go to the case's details page.

::::{important}
Each case can have a maximum of 50 observables.
::::

To create an observable:

1. Click **Add observable** from the **Observables** tab.
2. Provide the necessary details:

* **Type**: Select a type for the observable. You can choose a preset type or a [custom one](/solutions/security/investigate/configure-case-settings.md#cases-observable-types).
* **Value**: Enter a value for the observable. The value must align with the type you select.
* **Description** (Optional): Provide additional information about the observable.

3. Click **Add observable**.

After adding an observable to a case, you can remove or edit it by using the **Actions** menu (**…**).

::::{tip}
Go to the **Similar cases** tab to access other cases with the same observables.
::::
Original file line number Diff line number Diff line change
Expand Up @@ -74,13 +74,6 @@ You can also create a case from an alert or add an alert to an existing case. Fr

::::



## Add files [observability-create-a-new-case-add-files]

:::{include} /solutions/_snippets/add-case-files.md
:::

## Send cases to external incident management systems [observability-create-a-new-case-send-cases-to-external-incident-management-systems]

To send a case to an external system, click the ![push](/solutions/images/serverless-importAction.svg "") button in the **External incident management system** section of the individual case page. This information is not sent automatically. If you make further changes to the shared case fields, you should push the case again.
Expand All @@ -100,11 +93,41 @@ To view a case, click on its name. You can then:
* Add a connector (if you did not select one while creating the case).
* Send updates to external systems (if external connections are configured).
* Refresh the case to retrieve the latest updates.
* Add and manage the following items:
* Alerts
* Files

## Search cases [search-observability-cases]
## Add context and supporting materials [observability-create-a-new-case-add-context]

Provide additional context and resources by adding the following to the case:
* [Alerts](#observability-create-a-new-case-examine-alerts)
* [Files](#observability-create-a-new-case-add-files)

::::{tip}
:applies_to: {stack: ga 9.3}
From the **Attachments** tab, you can search for specific alert IDs and file names.
::::

### Add alerts [observability-create-a-new-case-examine-alerts]

:::{include} /solutions/_snippets/add-case-alerts.md
:::

::::{note}
[Add alerts](../../observability/incident-management/view-alerts.md#observability-view-alerts-add-alerts-to-cases) to new and existing cases from the **Alerts** page.
::::

### Add files [observability-create-a-new-case-add-files]

:::{include} /solutions/_snippets/add-case-files.md
:::

::::{important}
When you export cases as [saved objects](../../../explore-analyze/find-and-organize/saved-objects.md), the attached case files are not exported.
::::

::::{note}
Uploaded files are also accessible from the **Files** management page, which you can find using the navigation menu or entering `Files` into the [global search field](../../../explore-analyze/find-and-organize/find-apps-and-objects.md).
::::

## Search cases [search-stack-management-cases]

:::{include} /solutions/_snippets/search-cases.md
:::
107 changes: 44 additions & 63 deletions solutions/security/investigate/open-manage-cases.md
Original file line number Diff line number Diff line change
Expand Up @@ -99,12 +99,6 @@ To explore a case, click on its name. You can then:
Comments can contain Markdown. For syntax help, click the Markdown icon (![Click markdown icon](/solutions/images/security-markdown-icon.png "title =20x20")) in the bottom right of the comment.
::::

* Add and manage the following items:
* [Alerts](/solutions/security/investigate/open-manage-cases.md#cases-examine-alerts)
* [Indicators](/solutions/security/investigate/indicators-of-compromise.md#review-indicator-in-case)
* {applies_to}`stack: ga 9.2.0` [Events](/solutions/security/investigate/open-manage-cases.md#cases-examine-events)
* [Files](/solutions/security/investigate/open-manage-cases.md#cases-add-files)
* [Observables](/solutions/security/investigate/open-manage-cases.md#cases-add-observables)
* [Manage connectors](/solutions/security/investigate/configure-case-settings.md#cases-ui-integrations) and send updates to external systems (if you’ve added a connector to the case)
* [Copy the case UUID](/solutions/security/investigate/open-manage-cases.md#cases-copy-case-uuid)
* Refresh the case to retrieve the latest updates
Expand Down Expand Up @@ -132,21 +126,30 @@ To edit, delete, or quote a comment, select the appropriate option from the **Mo
:screenshot:
:::

## Add context and supporting materials [cases-add-context]

### Examine alerts attached to a case [cases-examine-alerts]
Provide additional context and resources by adding the following to the case:
* [Alerts](#cases-examine-alerts)
* [Indicators](/solutions/security/investigate/indicators-of-compromise.md#review-indicator-in-case)
* {applies_to}`stack: ga 9.2.0` [Events](#cases-examine-events)
* [Files](#cases-add-files)
* [Observables](#cases-add-observables)

To explore the alerts attached to a case, click the **Alerts** tab. In the table, alerts are organized from oldest to newest. To [view alert details](/solutions/security/detect-and-alert/view-detection-alert-details.md), click the **View details** button.
::::{tip}
:applies_to: {stack: ga 9.3}
From the **Attachments** tab, you can search for specific observable values, alert and event IDs, and file names.
::::

You can find the **Alerts** tab in the following places:
### Add alerts [cases-examine-alerts]

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.0`: Go to the case's details page.
:::{include} /solutions/_snippets/add-case-alerts.md
:::

::::{important}
Each case can have a maximum of 1,000 alerts.
::::{note}
Add alerts to new and existing cases from [Timeline](/solutions/security/investigate/timeline.md) or the [**Alerts** page](/solutions/security/detect-and-alert/add-detection-alerts-to-cases.md).
::::

### Examine events attached to a case [cases-examine-events]
### Add events [cases-examine-events]
```{applies_to}
stack: ga 9.2
```
Expand All @@ -158,14 +161,39 @@ After adding events to a case, go to the **Events** tab to examine them. Within
You can find the **Events** tab in the following places:

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.2`: Go to the case's details page.
- {applies_to}`stack: ga 9.2`: Go to the case's details page.

### Add files [cases-add-files]

:::{include} /solutions/_snippets/add-case-files.md
:::

### Add a Lens visualization [cases-lens-visualization]
::::{important}
When you export cases as [saved objects](../../../explore-analyze/find-and-organize/saved-objects.md), the attached case files are not exported.
::::

::::{note}
Uploaded files are also accessible from the **Files** management page, which you can find using the navigation menu or entering `Files` into the [global search field](../../../explore-analyze/find-and-organize/find-apps-and-objects.md).
::::

### Add observables [cases-add-observables]

:::{include} /solutions/_snippets/add-case-observables.md
:::

{applies_to}`stack: ga 9.2` With the appropriate [{{stack}} subscription](https://www.elastic.co/pricing) or [{{serverless-short}} project feature tier](../../../deploy-manage/deploy/elastic-cloud/project-settings.md), you can use **Auto-extract observables** to instantly extract observables from alerts that you're adding to the case. After creating a new case, you have the option to turn it off by toggling **Auto-extract observables** on the case's **Observables** tab.

## Copy the case UUID [cases-copy-case-uuid]

Each case has a universally unique identifier (UUID) that you can copy and share. To copy a case’s UUID to a clipboard, go to the **Cases** page and select **Actions** → **Copy Case ID** for the case you want to share. Alternatively, go to a case’s details page, then from the **More actions** menu (…), select **Copy Case ID**.

:::{image} /solutions/images/security-cases-copy-case-id.png
:alt: Copy Case ID option in More actions menu
:width: 250px
:screenshot:
:::

## Add a Lens visualization [cases-lens-visualization]

::::{warning}
This functionality is in beta and is subject to change. The design and code is less mature than official GA features and is being provided as-is with no warranties. Beta features are not subject to the support SLA of official GA features.
Expand Down Expand Up @@ -206,53 +234,6 @@ After a visualization has been added to a case, you can modify or interact with
:screenshot:
:::


### Add observables [cases-add-observables]

::::{admonition} Requirements
Ensure you have the appropriate [{{stack}} subscription](https://www.elastic.co/pricing) or [{{serverless-short}} project feature tier](../../../deploy-manage/deploy/elastic-cloud/project-settings.md).

::::

An observable is a piece of information about an investigation, for example, a suspicious URL or a file hash. Use observables to identify correlated events and better understand the severity and scope of a case.

To view and manage observables, go to the **Observables** tab. You can find the tab in the following places:

- {applies_to}`stack: ga 9.3`: Go to the case's details page, then select the **Attachments** tab.
- {applies_to}`stack: ga 9.0`: Go to the case's details page.

::::{important}
Each case can have a maximum of 50 observables.
::::

To create an observable:

1. Click **Add observable** from the **Observables** tab.
2. Provide the necessary details:

* **Type**: Select a type for the observable. You can choose a preset type or a [custom one](/solutions/security/investigate/configure-case-settings.md#cases-observable-types).
* **Value**: Enter a value for the observable. The value must align with the type you select.
* **Description** (Optional): Provide additional information about the observable.

3. Click **Add observable**.

After adding an observable to a case, you can remove or edit it by using the **Actions** menu (**…**).

::::{tip}
Go to the **Similar cases** tab to access other cases with the same observables.
::::

### Copy the case UUID [cases-copy-case-uuid]

Each case has a universally unique identifier (UUID) that you can copy and share. To copy a case’s UUID to a clipboard, go to the Cases page and select **Actions** → **Copy Case ID** for the case you want to share. Alternatively, go to a case’s details page, then from the **More actions** menu (…), select **Copy Case ID**.

:::{image} /solutions/images/security-cases-copy-case-id.png
:alt: Copy Case ID option in More actions menu
:width: 250px
:screenshot:
:::


## Export and import cases [cases-export-import]

Cases can be [exported](/solutions/security/investigate/open-manage-cases.md#cases-export) and [imported](/solutions/security/investigate/open-manage-cases.md#cases-import) as saved objects using the {{kib}} [Saved Objects](/explore-analyze/find-and-organize/saved-objects.md) UI.
Expand Down
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