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How do I create a Workflow rule in the Workflow UI?

Question

How do I create a Workflow rule in the Workflow UI?

Summary

The Interset Workflow Engine is provided to customers in order to complement analytical results for their specific use cases and interests.  This "How To" article provides the steps on how to configure an analytics-based workflow in Interset. The high-level overview of steps are listed below:

  • Step 1: Access the Workflow Engine
  • Step 2: Select your data source
  • Step 3: Select the detection approach
  • Step 4: Define the condition(s)
  • Step 5: Configure the action(s)
  • Step 6: Review and save

While other workflows can be configured for other data sources (eg. authentication), this how-to article only walks through the steps for Interset Analytics as a data source.

NOTE: The Workflow Engine must be configured and deployed prior to creating Workflows in the Reporting UI. For information on how this can be configured, please reference Interset documentation.

The following nodes will need to be accessed (via web or SSH to the respective nodes):

  • REPORTING (web)

Steps

Step 1: Accessing Workflow creation

  1. Open up a web browser and navigate to the Reporting UI URL:
    • http<s>://<Reporting_Node_FQDN>
  2. Log in with the administrator credentials for your tenant. The default Reporting Admin username/password is:
    • username: admin
    • password: password
  3. Click the gear icon (top right of webpage) to access the Settings page.
    • NOTE: The account logged in must have administrator privileges to see this page.
  4. Click Configure A Workflow button to access the Workflow Engine.
  5. On the Workflows page, click Add Workflow.

Step 2: Select Data Source

  1. In (1) Source, select the Interset Analytics radio button and then
  2. Click Next (blue arrow) to continue.

Step 3: Select the detection approach

  1. In the (2) Detect, select the appropriate entity radio button that will trigger the Workflow.
    • NOTE Typical customers selects the “a user” radio button, but other options are available as well.
  2. Click Next (blue arrow) to continue.

Step 4: Define the condition(s)

NOTE: (3) Trigger may be skipped based on the radio button that is selected in Step 3. For more information on the different type of Workflow, please refer to page 60-66 of the “Interset_5.5.2_Administrator_and_User_Guide” guide.

  1. In (4) Conditions, select appropriate radio button that will trigger the Workflow.
    • NOTE: Typical customers selects “risk score” radio button and “is greater than” and set the value above their desired threshold. (e.g. 90)
  2. Click Next (blue arrow) to continue.
  3. In the Current Conditions section, please select either ALL of these Conditions are true or ANY of these Conditions are true radio button
    • NOTE: If this is the first Workflow rule, it is recommended to use the default.
  4. Click Next to continue 

Step 5: Configure the action(s)

  1. In (5) Actions, select the appropriate radio button to trigger the Workflow action.
    • NOTE: All actions requires the Workflow Engine to be configured accordingly and deployed. For more information on how to configure the Workflow Engine, please see page 28-29 of the “Interset 5.5.2 Installation and Configuration” guide.
  2. Base on the action radio button selected, please enter in the information appropriately.
  3. Once the information is entered, click Next (blue arrow) to continue.
  4. In the Current Actions section, more actions can be added if required.
    • NOTE: If this is the first Workflow rule , it is recommended to use the default
  5. Click Next to continue
  6. In (6) Review, enter a value in the Workflow Name field.
  7. Click Save once completed
  8. In the Current Workflows webpage, locate the new Workflow that was just created, and enable it under the Activate column

Applies To

  • Interset 5.5.x or higher 
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