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EM B06: Integrating Symantec Solutions with Workflow Templates 1 EM B06: Integrating Symantec Solutions with Workflow Templates Jason Short Sr. Product Manager Symantec Workflow Shawn Turnbow Integration Strategy Office of the CTO

EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

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Page 1: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

EM B06: Integrating Symantec Solutions with Workflow Templates 1

EM B06: Integrating Symantec Solutions with Workflow Templates

Jason Short Sr. Product Manager Symantec Workflow

Shawn Turnbow Integration Strategy Office of the CTO

Page 2: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Agenda

• Workflow Overview

• Workflow Integration Demonstration

• Technical Features Overview

• Roadmap

• Additional Templates Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 2

Page 3: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

What is Symantec Workflow

• Graphical development tool to model and implement security processes

• Link security tools and users in a defined, repeatable, controllable, and auditable process

• Create automation and decision logic with checkpoints and approvals

EM B06: Integrating Symantec Solutions with Workflow Templates 3

Security Process Management Framework

The Picture Is The Process

Page 4: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Common Use Cases for Workflow

EM B06: Integrating Symantec Solutions with Workflow Templates 4

Use Case Example

Make Data Actionable Almost every enterprise level application creates 1000s of records of data. Utilize Workflow to manage that data by exception within a defined process.

Automate Manual Tasks

Utilize Workflow as a run book to automatically execute scripts, procedures, web services or tasks to reduce manual effort.

Extend an Existing Application

Utilize workflow to create and manage specific access to an existing application beyond the application’s intended users

Integrate Disparate People and Applications

Utilize Workflow to integrate several disparate applications, administrators and end users to transform a series of point products into a ‘Solution’

Process Control Utilize the Workflow Auditing and Reporting Framework to put control and accountability around your IT Security and Business Processes

Page 5: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

EM B06: Integrating Symantec Solutions with Workflow Templates 5

DLP Process Template Demonstration

Page 6: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 6

Components and Designer

-Action

-Decision

-Data

-Text

-Math

-Date

-Application

-Presentation

-Communication

Component Types

Page 7: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 7

• Applications Protocols:

– Web Service

– Database

– XML / Flat File

• Applications:

– LDAP

– SharePoint

– Excel

– InfoPath

– Remedy

• Scripting and Custom Components

Generators Integration Methods

Page 8: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 8

Web Form Designer

• Graphical

• Display Information

• Collect Information

• Decisions

• Dynamic Panels

Page 9: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 9

Process Start Options

User Initiated via a Web Form

Application Initiated via a Web Service

Auto Initiated based on a Schedule

Auto Initiated by Monitoring Environmental Variable

(Database, Email, File Folder, Server, Log, etc)

Page 10: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 10

Process Manager

• User / Role Based

• Task Management

• Reporting

• Service Catalog

• Documents Management

• Admin Functions

• Webparts

Page 11: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 11

• Task Assignment

– To a User

– To a Group

• Task Monitoring

– SLA and Escalations

– Timeouts

• Task Notification

– Email

– Task List

Task Management

Page 12: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

EM B06: Integrating Symantec Solutions with Workflow Templates 12

Audit and Reporting Framework

Page 13: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Technical Features Overview

• Package Multiple Projects into a Single Installer

• Lock Specific Models for View/Edit

• Licensing Framework

• Install Supporting Systems

– SQL DBs

– Application Pools

– Application Properties

EM B06: Integrating Symantec Solutions with Workflow Templates 13

Packaging and Licensing Projects

Page 14: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Roadmap

Any forward-looking indication of plans for products is preliminary and all future release dates are tentative and are subject to change. Any future release of the product or planned modifications to product capability, functionality, or feature are subject to ongoing evaluation by Symantec, and may or may not be implemented and should not be considered firm commitments by Symantec and should not be relied upon in making purchasing decisions.

EM B06: Integrating Symantec Solutions with Workflow Templates 14

Legal Disclaimer

Page 15: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

• Re-Evaluate Documentation Methodology for Workflow

• Prescriptive vs Descriptive Documentation

• Survey of other Development Frameworks

– Source Documentation

– Community Documentation

• Point of Use

EM B06: Integrating Symantec Solutions with Workflow Templates 15

Component Documentation

Page 16: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

EM B06: Integrating Symantec Solutions with Workflow Templates 16

Component Help Wiki

Page 17: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Roadmap

EM B06: Integrating Symantec Solutions with Workflow Templates 17

Container Project Type

• Single Project

• Models can be any project Type

• Single Deployment Directory

Page 18: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

• Workflow Content ‘Store’

– App Store like feel inside the Workflow Designer to distribute officially supported Symantec Workflow Content (Components and Templates)

– Use SymAccount to Download Content

– Full Process Descriptions

– Example Videos and Screenshots

– User Ratings and Comments

– Download directly into Designer

EM B06: Integrating Symantec Solutions with Workflow Templates 18

Workflow Solution Center

Page 19: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

EM B06: Integrating Symantec Solutions with Workflow Templates 19

Workflow Solution Center Screenshot

Page 20: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

EM B06: Integrating Symantec Solutions with Workflow Templates 20

Workflow Solution Center Screenshot

Page 21: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Road Map

Control Compliance Suite

•Compliance Incident Remediation

•Vulnerability Incident Remediation

•RMS Baseline

Data Loss Prevention

•Data at Rest Scan Remediation

•FlexReponse Rule Logic

Critical System Protection

•Event Management and Remediation

Symantec Security Information Manager

•Event Management and Remediation

Endpoint Management

•Patch Change Managment

•Software Virtualization Delivery Request

EM B06: Integrating Symantec Solutions with Workflow Templates 21

Symantec Templates

• Simple Templates

• Less than 30 Components

• Limited Support

• Component Packs

Template Attributes

Page 22: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Integration Examples

• Initiate a Workflow to Quarantine a VM using vShield when an asset is in violation of a desired policy in DLP, then send a email/task to remediate the issue to un-quarantine the asset

EM B06: Integrating Symantec Solutions with Workflow Templates 22

DLP / VMWare – Auto Quarantine Non-Confirming Asset

Page 23: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Integration Examples

• Allow a System Administrator without Access to CCS to import and scan an new Server/VM before putting that asset into production without giving that user access to the CCS Console

EM B06: Integrating Symantec Solutions with Workflow Templates 23

CCS – Import Asset and Scan

Page 24: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Integration Examples

• When SSIM creates an incident, automatically start a Workflow to handle the incident response process and audit the process from end to end.

EM B06: Integrating Symantec Solutions with Workflow Templates 24

SSIM – Incident Remediation

Page 25: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Integration Examples

• Automatically fetch and populate Dell Warranty Contracts from Dell for all Assets with a Dell Serial Number

EM B06: Integrating Symantec Solutions with Workflow Templates 25

SMP – Auto Populate Dell Warranty Contracts

Page 26: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Integration Examples

• Automatically Download, Stage, Create Policy and Distribute Patches that meet a specific criteria automatically the day a Patch is released.

EM B06: Integrating Symantec Solutions with Workflow Templates 26

SMP – 0 Day Patch

Page 27: EM B06: Integrating Symantec Solutions with Workflow Templates B06.pdf · Common Use Cases for Workflow EM B06: Integrating Symantec Solutions with Workflow Templates 4 Use Case Example

Thank you!

Copyright © 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.

EM B06: Integrating Symantec Solutions with Workflow Templates 27

Jason Short

[email protected]

303-601-5350

Shawn Turnbow

[email protected]

864-275-7190