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Cloud-delivered Case ManagerCase Manager Documentation

Table of Contents

Configure Case Manager Settings

Ingest data, create rules to triage incidents, customize incidents, create or edit queues, and configure a proxy in Case Manager settings.

In the sidebar, click SETTINGSA grey gear icon. Depending on your permissions, select Core or Analytics.

  • If you have Core Manage Users and Context Sources permissions, you can access only Core settings.

  • If you have Advanced Analytics All Admin Ops permissions, you can access both Core and Analytics settings. In Analytics settings, you can configure and customize more settings than in Core settings.

Core Settings

In Core settings, view all settings under ALL APPS or click the INCIDENT RESPONDER tab to view Case Manager and Incident Responder settings.

Incident Responder tab in Core settings.

Under SERVICE INTEGRATIONS, select Proxy to configure a proxy connection.

Under QUEUES, create, edit, and delete a queue.

Under INCIDENT INGESTION:

  • Select Incident Source to add sources that feed data into Case Manger.

  • Select Incident Feeds to specify which type of log to ingest from your incident source.

  • Select Email Ingest to configure email ingest.

  • Select 2-Way Email to configure an email account and start sending emails directly from an incident.

Analytics Settings

In Analytics settings, navigate to Case Management.

Analytics settings with Case Management settings highlighted.

In Email Notification, configure email notifications about Case Manager activity, like when someone creates, changes, or comments on an incident, create templates for these email notifications, and create templates for emails sent using the Notify by Email Exabeam action.

In Incident Ingestion, add sources that feed data into Case Manager, specify which type of log to ingest from your incident source, configure email ingest, or configure an email to send emails directly from an incident.

In Incident Rules, create rules to automatically triage incidents after they're created. You can also edit and delete these rules.

In Incident Configuration, create incident types, incident fields, tasks, and phases.

In Queues, create, edit, or delete a queue.

In Proxy, configure a proxy connection.