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Administration Guide

Importing and exporting playbooks

Importing and exporting playbooks

You can import or export playbooks, including the connectors required to support the playbook, by using the right-click context menu in the FortiSoC playbook dashboard.

To import a playbook:
  1. Go to FortiSoC > Automation > Playbook.
  2. Right-click in the playbook dashboard, and click Import.
    The Import Playbook dialog appears.
  3. Click Browse and select the playbook file to be imported.
    When the playbook file includes connectors, a toggle allowing you to include or exclude the connectors during the import process is displayed.

  4. Click OK.
    A message is displayed confirming that the playbook was imported successfully.
To export a playbook:
  1. Go to FortiSoC > Automation > Playbook.
  2. Highlight the playbook(s) that you want to export, then right-click in the dashboard and click Export.
    The Export Playbook dialog opens.

  3. Configure the settings for exporting the selected playbook:
    1. Do you want to include Connector: When enabled, connectors required to run this playbook will be included in the exported file.
    2. Select Export Data Type: Select the export file type as either plain text JSON or zipped/base 64 encoded JSON.
  4. Click OK.
    Note

    When an imported playbook has the same name as an existing playbook, FortiAnalyzer will automatically create a new name which includes the import timestamp to avoid a conflict.

Importing and exporting playbooks

You can import or export playbooks, including the connectors required to support the playbook, by using the right-click context menu in the FortiSoC playbook dashboard.

To import a playbook:
  1. Go to FortiSoC > Automation > Playbook.
  2. Right-click in the playbook dashboard, and click Import.
    The Import Playbook dialog appears.
  3. Click Browse and select the playbook file to be imported.
    When the playbook file includes connectors, a toggle allowing you to include or exclude the connectors during the import process is displayed.

  4. Click OK.
    A message is displayed confirming that the playbook was imported successfully.
To export a playbook:
  1. Go to FortiSoC > Automation > Playbook.
  2. Highlight the playbook(s) that you want to export, then right-click in the dashboard and click Export.
    The Export Playbook dialog opens.

  3. Configure the settings for exporting the selected playbook:
    1. Do you want to include Connector: When enabled, connectors required to run this playbook will be included in the exported file.
    2. Select Export Data Type: Select the export file type as either plain text JSON or zipped/base 64 encoded JSON.
  4. Click OK.
    Note

    When an imported playbook has the same name as an existing playbook, FortiAnalyzer will automatically create a new name which includes the import timestamp to avoid a conflict.