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To create a playbook, click New Playbook on the left navigation pane and click New Blank Playbook on the pop-up window.
Key concepts
We recommend you get familiarized with the following key concepts of the playbook.
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Steps are combined into the sequential workflow that makes the playbook. The steps are executed one after the other from top to bottom. And the data flows from one step to its child steps after it is executed. The visual representation of steps, the playbook diagram, is found on the left-hand side. And its configurations are done on the right-hand side by clicking on each step.
How to
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choose a
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step to
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add
To add a step in a blank playbook:
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Click on the step you want to configure. For example, search for the
filteroperation and select it from the results.
How to
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configure the
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step
On clicking the chosen Step from the results, 'filter' if you follow the above example, the configuration form opens up.
Enter the column value you need to filter out. In this example, we want to filter out all rows in which the value of column
date_minuteis 3.
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We recommend you pick a balance between speed and being inclusive to account for all different types of events that could happen. While actually streaming the number of events ingested will depend on the batch length.
Trigger or
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stream
When you are building the playbook, by using the principles mentioned above, you are in substance building the blueprint of the automation. After it is built, you have to stream the playbook to automate the process you defined in the playbook. You can schedule the playbook to trigger periodically, or trigger the playbook on demand using a webhook link. Choose to trigger it periodically if you want to monitor events happening in your IT environment 24x7.
When it is triggered each time, the playbook will ingest all the events that fall in the latest time period equal to the user-set batch length. Each such run is called a batch. The batch results are stored in My Library > Streams. In each batch run, steps are executed one after the other starting from the step(s) directly under the Trigger step. If there are multiple child steps under a step, they are executed in parallel.
Output
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step
The results of each batch run are inherently the output data of steps you mark as "Output Steps". As a best practice, we recommend you choose a step where the results of all the other steps come together. You can also choose multiple steps as Output Steps
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Click on the Stream button on the top right-hand corner or by clicking on the Set Trigger button on the first node.
In the Set Trigger form, enter a stream name.
Enter a batch length to be 15 minutes. Now, the stream will run every 15 minutes, with the events that happened in the last 15 minutes. To know more, refer to Streams.
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Playbook
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builder V1
If you are still used to our older version of playbook builder and would like to learn more about it, refer to
Playbook builder V1.