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40 changes: 10 additions & 30 deletions docs/cases/cases-manage-settings.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -32,6 +32,7 @@ You can push {elastic-sec} cases to these third-party systems:
* {jira} (including Jira Service Desk)
* {ibm-r}
* {swimlane}
* TheHive
* {webhook-cm}

To push cases, you need to create a connector, which stores the information required to interact with an external system. After you have created a connector, you can set {elastic-sec} cases to automatically close when they are sent to external systems.
Expand All @@ -42,13 +43,14 @@ https://www.elastic.co/subscriptions[appropriate license], and your role needs *
To create a new connector:

. From the *Incident management system* list, select *Add new connector*.
. Select the system to send cases to: *{sn}*, *{jira}*, *{ibm-r}*, *{swimlane}*, or *{webhook-cm}*.
. Select the system to send cases to: *{sn}*, *{jira}*, *{ibm-r}*, *{swimlane}*, *TheHive*, or *{webhook-cm}*.
. Enter your required settings. For connector configuration details, refer to:
- {kibana-ref}/servicenow-action-type.html[{sn-itsm} connector]
- {kibana-ref}/servicenow-sir-action-type.html[{sn-sir} connector]
- {kibana-ref}/jira-action-type.html[{jira} connector]
- {kibana-ref}/resilient-action-type.html[{ibm-r} connector]
- {kibana-ref}/swimlane-action-type.html[{swimlane} connector]
- {kibana-ref}/thehive-action-type.html[TheHive connector]
- {kibana-ref}/cases-webhook-action-type.html[{webhook-cm} connector]

To change the settings of an existing connector:
Expand All @@ -63,38 +65,16 @@ To change the default connector used to send cases to external systems, select t
[[mapped-case-fields]]
==== Mapped case fields

When you export an {elastic-sec} case to an external system, case fields are mapped to existing fields in {sn}, {jira}, {ibm-r}, and {swimlane}. For the {webhook-cm} connector, case fields can be mapped to custom or pre-existing fields in the external system you're connecting to.
When you export an {elastic-sec} case to an external system, case fields are mapped to existing fields in the external system.
For example, the case title is mapped to the short description in {sn} and the summary in {jira} incidents.
Case tags are mapped to labels in {jira}.
Case comments are mapped to work notes in {sn}.

Once fields are mapped, you can push updates to external systems, and mapped fields are overwritten or appended. Retrieving data from external systems is not supported.
When you use a {webhook-cm} connector, case fields can be mapped to custom or existing fields.

|===
When you push updates to external systems, mapped fields are either overwritten or appended, depending on the field and the connector.

| *Case field* | *Mapped field*

| Title

a| The case `Title` field is mapped to corresponding fields in external systems. Mapped field values are overwritten when you push updates.

* *{sn}*: `Short description`
* *{jira}*: `Summary`
* *{ibm-r}*: `Name`
* *{swimlane}*: `Description`

| Description
| The case `Description` field is mapped to the `Description` field in all systems. Mapped field values are overwritten when you push updates.

| Comments

a| The case `Comments` field is mapped to corresponding fields in external systems.

* *{sn}*: `Work Notes`
* *{jira}*: `Comments`
* *{ibm-r}*: `Comments`
* *{swimlane}*: `Comments`

New and edited comments are added to incident records when pushed to {sn}, {jira}, or {ibm-r}. Comments pushed to {swimlane} are appended to the `Comment` field in {swimlane} and posted individually.

|===
Retrieving data from external systems is not supported.

[float]
[[cases-ui-custom-fields]]
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78 changes: 13 additions & 65 deletions docs/serverless/investigate/cases-settings.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -28,6 +28,7 @@ You can push ((elastic-sec)) cases to these third-party systems:
* ((jira)) (including Jira Service Desk)
* ((ibm-r))
* ((swimlane))
* TheHive
* ((webhook-cm))

To push cases, you need to create a connector, which stores the information required to interact with an external system. After you have created a connector, you can set ((elastic-sec)) cases to automatically close when they are sent to external systems.
Expand All @@ -40,7 +41,7 @@ To create a new connector

1. From the **Incident management system** list, select **Add new connector**.

1. Select the system to send cases to: **((sn))**, **((jira))**, **((ibm-r))**, **((swimlane))**, or **((webhook-cm))**.
1. Select the system to send cases to: **((sn))**, **((jira))**, **((ibm-r))**, **((swimlane))**, **TheHive**, or **((webhook-cm))**.
![Shows the page for creating connectors](../images/cases-settings/security-cases-connectors.png)
{/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */}

Expand All @@ -50,6 +51,7 @@ To create a new connector
- [((jira)) connector](((kibana-ref))/jira-action-type.html)
- [((ibm-r)) connector](((kibana-ref))/resilient-action-type.html)
- [((swimlane)) connector](((kibana-ref))/swimlane-action-type.html)
- [TheHive connector](((kibana-ref))/thehive-action-type.html)
- [((webhook-cm)) connector](((kibana-ref))/cases-webhook-action-type.html)

To change the settings of an existing connector:
Expand All @@ -62,70 +64,16 @@ To change the default connector used to send cases to external systems, select t

### Mapped case fields

When you export an ((elastic-sec)) case to an external system, case fields are mapped to existing fields in ((sn)), ((jira)), ((ibm-r)), and ((swimlane)). For the ((webhook-cm)) connector, case fields can be mapped to custom or pre-existing fields in the external system you're connecting to.

Once fields are mapped, you can push updates to external systems, and mapped fields are overwritten or appended. Retrieving data from external systems is not supported.

<DocTable columns={[
{
"title": "Case field",
"width": "20%"
},
{
"title": "Mapped field",
"width": "80%"
}
]}>
<DocRow>
<DocCell>
Title


</DocCell>
<DocCell>
The case `Title` field is mapped to corresponding fields in external systems. Mapped field values are overwritten when you push updates.

* **((sn))**: `Short description`
* **((jira))**: `Summary`
* **((ibm-r))**: `Name`
* **((swimlane))**: `Description`



</DocCell>
</DocRow>
<DocRow>
<DocCell>
Description

</DocCell>
<DocCell>
The case `Description` field is mapped to the `Description` field in all systems. Mapped field values are overwritten when you push updates.


</DocCell>
</DocRow>
<DocRow>
<DocCell>
Comments


</DocCell>
<DocCell>
The case `Comments` field is mapped to corresponding fields in external systems.

* **((sn))**: `Work Notes`
* **((jira))**: `Comments`
* **((ibm-r))**: `Comments`
* **((swimlane))**: `Comments`


New and edited comments are added to incident records when pushed to ((sn)), ((jira)), or ((ibm-r)). Comments pushed to ((swimlane)) are appended to the `Comment` field in ((swimlane)) and posted individually.


</DocCell>
</DocRow>
</DocTable>
When you export an ((elastic-sec)) case to an external system, case fields are mapped to existing fields in the external system.
For example, the case title is mapped to the short description in ((sn)) and the summary in ((jira)) incidents.
Case tags are mapped to labels in ((jira)).
Case comments are mapped to work notes in ((sn)).

When you use a ((webhook-cm)) connector, case fields can be mapped to custom or existing fields.

When you push updates to external systems, mapped fields are either overwritten or appended, depending on the field and the connector.

Retrieving data from external systems is not supported.

## Custom fields

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