You are viewing docs on Elastic's new documentation system, currently in technical preview. For all other Elastic docs, visit elastic.co/guide.

Create and manage cases

Create a case in Elastic Security, and add files and visualizations.

You can create and manage cases using the UI or the Cases API.

Open a new case

Open a new case to keep track of security issues and share their details with colleagues.

  1. Go to Cases, then click Create case. If no cases exist, the Cases table will be empty and you'll be prompted to create one by clicking the Create case button inside the table.

  2. Give the case a name, assign a severity level, and provide a description. You can use Markdown syntax in the case description.

    Note

    If you do not assign your case a severity level, it will be assigned Low by default.

    Tip

    You can insert a Timeline link in the case description by clicking the Timeline icon ().

  3. Optionally, add a category, assignees and relevant tags. You can add users only if they meet the necessary prerequisites.

  4. Choose if you want alert statuses to sync with the case's status after they are added to the case. This option is enabled by default, but you can turn it off after creating the case.

  5. From External incident management, select a connector. If you've previously added one, that connector displays as the default selection. Otherwise, the default setting is No connector selected.

  6. Click Create case.

    Note

    If you've selected a connector for the case, the case is automatically pushed to the third-party system it's connected to.

Manage existing cases

From the Cases page, you can search existing cases and filter them by attributes such as assignees, categories, severity, status, and tags. You can also select multiple cases and use bulk actions to delete cases or change their attributes. General case metrics, including how long it takes to close cases, are provided above the table.

To explore a case, click on its name. You can then:

Review the case summary

Click on an existing case to access its summary. The case summary, located under the case title, contains metrics that summarize alert information and response times. These metrics update when you attach additional unique alerts to the case, add connectors, or modify the case's status:

  • Total alerts: Total number of unique alerts attached to the case
  • Associated users: Total number of unique users that are represented in the attached alerts
  • Associated hosts: Total number of unique hosts that are represented in the attached alerts
  • Total connectors: Total number of connectors that have been added to the case
  • Case created: Date and time that the case was created
  • Open duration: Time elapsed since the case was created
  • In progress duration: How long the case has been in the In progress state
  • Duration from creation to close: Time elapsed from when the case was created to when it was closed

Manage case comments

To edit, delete, or quote a comment, select the appropriate option from the More actions menu ().

Examine alerts attached to a case

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, click the View details button.

Add files

To upload files to a case, click the Files tab:

You can add images and text, CSV, JSON, PDF, or ZIP files. For the complete list, check mime_types.ts.

Note

There is a 10 MiB size limit for images. For all other MIME types, the limit is 100 MiB.

To download or delete the file, or copy the file hash to your clipboard, open the Actions menu (). The available hash functions are MD5, SHA-1, and SHA-256.

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

Add a Lens visualization

Beta feature

This functionality is in beta and is subject to change. The design and code is less mature than official generally available features and is being provided as-is with no warranties. Beta features are not subject to the support service level agreement of official generally available features.

Add a Lens visualization to your case to portray event and alert data through charts and graphs.

To add a Lens visualization to a comment within your case:

  1. Click the Visualization button. The Add visualization dialog appears.

  2. Select an existing visualization from your Visualize Library or create a new visualization.

    Important

    Set an absolute time range for your visualization. This ensures your visualization doesn't change over time after you save it to your case, and provides important context for others managing the case.

  3. Save the visualization to your Visualize Library by clicking the Save to library button (optional).

    1. Enter a title and description for the visualization.
    2. Choose if you want to keep the Update panel on Security activated. This option is activated by default and automatically adds the visualization to your Visualize Library.
  4. After you've finished creating your visualization, click Save and return to go back to your case.

  5. Click Preview to show how the visualization will appear in the case comment.

  6. Click Add Comment to add the visualization to your case.

Alternatively, while viewing a dashboard you can open a panel's menu then click More actions (​) → Add to existing case or More actions (​) → Add to new case.

After a visualization has been added to a case, you can modify or interact with it by clicking the Open Visualization option in the case's comment menu.

Copy the 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 ActionsCopy 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.

Export and import cases

Cases can be exported and imported as saved objects using the Saved Objects project settings UI.

Important

Before importing Lens visualizations, Timelines, or alerts, ensure their data is present. Without it, they won't work after being imported.

Export a case

Use the Export option to move cases between different Elastic Security instances. When you export a case, the following data is exported to a newline-delimited JSON (.ndjson) file:

  • Case details
  • User actions
  • Text string comments
  • Case alerts
  • Lens visualizations (exported as JSON blobs).

Note

The following attachments are not exported:

  • Case files: Case files are not exported. However, they are accessible in Project settingsManagementFiles to download and re-add.
  • Alerts: Alerts attached to cases are not exported. You must re-add them after importing cases.

To export a case:

  1. Go to Project settingsManagementSaved objects.

  2. Search for the case by choosing a saved object type or entering the case title in the search bar.

  3. Select one or more cases, then click the Export button.

  4. Click Export. A confirmation message that your file is downloading displays.

    Tip

    Keep the Include related objects option enabled to ensure connectors are exported too.

Import a case

To import a case:

  1. Go to Project settingsManagementSaved objects.

  2. Click Import.

  3. Select the NDJSON file containing the exported case and configure the import options.

  4. Click Import.

  5. Review the import log and click Done.

    Important

    Be mindful of the following:

    • If the imported case had connectors attached to it, you'll be prompted to re-authenticate the connectors. To do so, click Go to connectors on the Import saved objects flyout and complete the necessary steps. Alternatively, open the main menu, then go to Project settingsManagementConnectors to access connectors.

    • If the imported case had attached alerts, verify that the alerts' source documents exist in the environment. Case features that interact with alerts (such as the Alert details flyout and rule details page) rely on the alerts' source documents to function.

On this page