Manage ThreatSync Automation Policy Templates (Service Providers)

As a WatchGuard Service Provider, you can create ThreatSync automation policy templates that include multiple automation policies, and then assign the template to the Subscriber accounts or account groups you manage.

Automation policy templates enable you to apply automation policies consistently across managed accounts and account groups, and save time when you set up ThreatSync for new accounts.

You can assign multiple managed accounts to the same template. However, you can assign a Subscriber account to only one automation policy template.

  • If you assign an account to a second template, the new template replaces the first template.
  • If you assign multiple accounts to a template, and some of those accounts have an existing template assigned, you must select whether to keep or replace the existing templates for those accounts.

When you assign automation policy templates to accounts, the assigned accounts can view the policies from the templates in the Automation Policies list, but cannot edit them.

On the Automation Policy Templates page, you can:

Add an Automation Policy Template

When you create an automation policy template, you assign accounts to the template and add automation policies. When you add or make changes to the policies in a template, the assigned accounts automatically receive the updated policies.

You can change the priority order of automation policies in a template to rank them from top to bottom. If an incident meets the conditions configured in multiple policies, ThreatSync performs the action specified in the highest ranked policy that applies. Each recommended action in an incident is evaluated individually against a policy. If an incident does not have a recommended action that matches an action specified in the policy, that policy is skipped. For more information, go to ThreatSync Automation Policy Precedence.

Automation policies assigned through a template appear first on the policies list in the Subscriber account.

To add an automation policy template:

  1. In Account Manager, select the Service Provider account.
    To select your own Service Provider account, select Overview. Or, select a tier-2 Service Provider account.
  2. Select Configure > ThreatSync.
    The Automation Policy Templates page opens.

Screen shot of the Automation Policy Templates page for Service Providers

  1. Click Add Automation Policy Template.
    The Add Automation Policy Template page opens.

Screen shot of the Add Automation Policy Template page for Service Providers

  1. Enter a Name for your automation policy template.
  2. (Optional) Enter a Description for your automation policy template.
  3. In the Assignments text box, click Add Accounts.
    The Add Accounts dialog box opens.
  4. Select the account or account group you want to assign the template to.
    You can only assign an account to one template. If you assign an account to a second template, the first template is removed.
  5. If you try to assign an automation policy template to multiple accounts or account groups, and some of those accounts have an existing template assigned, the Assign Policy Template dialog box opens. Select one of these options:
    • Keep Existing Templates — Assigns the new template only to selected accounts that do not have an existing template. Accounts with existing templates keep those templates.
    • Replace All with This Template — Assigns the new template to all selected accounts.

Screen shot of the Assign Policy Template dialog box

  1. Click Add.
  2. Repeat steps 6 to 9 for each account you want to add.
  3. Add the automation policies you want to include in the template. For more information, go to Add an Automation Policy to a Template.
  4. Click Save.

Add an Automation Policy to a Template

When you add an automation policy, you specify the conditions and actions that ThreatSync takes on an incident.

To add an automation policy to a template:

  1. Add or edit an automation policy template.
  1. Click Add Automation Policy.
    The Add Policy page opens.

Screen shot of the Add Policy page in ThreatSync

  1. To enable the new policy, click the Enabled toggle.
  2. Enter a Name for your policy and any comments.
  3. In the Policy Type section, from the Type drop-down list, select the type of policy you want to create:
    • Remediation — The automation policy performs the specified remediation actions for incidents that meet the conditions.
    • Archive — The automation policy changes the status of incidents that meet the conditions to Archived.

Screen shot of the Policy Type drop-down list on the Add Policy page

  1. In the Conditions section, specify the conditions that an incident must meet for this automation policy to apply:

    Screen shot of the Risk Range drop-down list on the Add Policy page in ThreatSync

    • Incident Type — Select one or more of these incident types:
      • Advanced Security Policy — The execution of malicious scripts and unknown programs that use advanced infection techniques.
      • Exploit — Attacks that try to inject malicious code to exploit vulnerable processes.
      • Intrusion Attempt — A security event where an intruder tries to gain unauthorized access to a system.
      • IOA — Indicators of Attack (IOAs) are indicators that are highly likely to be an attack.
      • Malicious URL — A URL created to distribute malware, such as ransomware.
      • Malicious IP — An IP address associated with malicious activity.
      • Malware — Malicious software designed to damage, disrupt, and gain unauthorized access to computer systems.
      • PUP — Potentially Unwanted Programs (PUPs) that might install when other software installs on a computer.
      • Virus — Malicious code that enters computer systems.
      • Unknown Program — Program was blocked because it has not yet been classified by WatchGuard Endpoint Security.

      Screen shot of the Select Incident Types dialog box on the Add Policy page

    • Device Type — Select one or more of these device types:
      • Firebox
      • Endpoint

      • Screen shot of the Select Device Types dialog box on the Add Policy page

    • Actions Performed — Select one or more of these actions performed on an incident (Archive policy type only).
      • Connection Blocked — Connection blocked.
      • Process Blocked — Process blocked by an endpoint device.
      • Device Isolated — Communication with device is blocked.
      • File Deleted — File was classified as malware and deleted.
      • IP Blocked — Network connections to and from this IP address are blocked.
      • Process Killed — Process ended by an endpoint device.

      Actions Performed option in an Archive policy on the Add Policy page

  2. In the Actions section, from the drop-down list, select whether you want to perform or prevent specified actions.
    • Perform — ThreatSync performs the specified actions for new incidents that meet the policy conditions.
    • Prevent — ThreatSync prevents the specified actions. To create an exception to a broader Perform policy, you can add a policy with the Prevent action and rank it higher than the other policy in the policy list. A policy with the Prevent action does not prevent the manual execution of an action by an operator.
  1. Select one or more of these actions to perform or prevent:
    • Block Threat Origin IP (only external IPs) — Blocks the external IP address associated with the incident. When you select this action, all Fireboxes with ThreatSync enabled in the WatchGuard Cloud account block connections to and from the IP address.
    • Delete File — Deletes the flagged file associated with the incident.
    • Isolate Device — Isolates the computer from the network to prevent the spread of the threat, and to block the exfiltration of confidential data,
    • Kill Malicious Process — Terminates a process that exhibited malicious behavior associated with the incident.
    • Archive the Incident — Changes the incident status to Archived (Archive policy type only).

    2. If the policy type is Archive, the Archive the Incident action is selected automatically and you cannot select a different action.

Screen shot of the Actions section on the Add Policy page in ThreatSync

  1. Click Add.
    The new policy is added to the policy list.

Disable an Automation Policy in a Template

On the Edit Automation Policy Template page, you can disable one or more automation policies in a template and then enable them at a later time.

To disable an automation policy in a template:

  1. In Account Manager, select the Service Provider account. To select your own Service Provider account, select Overview. Or, select a tier-2 Service Provider account.
  2. Select Configure > ThreatSync.
    The Automation Policy Templates page opens.
  3. Select the template you want to disable the automation policy for.
    The Edit Automation Policy Template page opens.
  4. In the row for the automation policy, disable the Enabled toggle.
  5. Click Save.

Delete an Automation Policy from a Template

On the Edit Automation Policy Template page, you can delete an automation policy from a template.

To delete an automation policy from a template:

  1. In Account Manager, select the Service Provider account. To select your own Service Provider account, select Overview. Or, select a tier-2 Service Provider account.
  2. Select Configure > ThreatSync.
    The Automation Policy Templates page opens.
  3. Select the template you want to delete an automation policy from.
  4. Next to the name of the policy you want to delete, click The options icon.. Click Delete.
  5. Click Delete.
  6. Click Save.

Copy an Automation Policy Template

On the Automation Policy Templates page, you can copy an automation template and use it as a start point for a new template.

To copy an automation policy template:

  1. In Account Manager, select the Service Provider account. To select your own Service Provider account, select Overview. Or, select a tier-2 Service Provider account.
  2. Select Configure > ThreatSync.
    The Automation Policy Templates page opens.
  3. In the row for the template you want to copy, click .

  1. On the Copy Automation Policies Template page, enter a Name for the new template.
  2. Make changes to the template, as required.
    • Add assignments
    • Add or delete policies
    • Enable or disable policies
  3. Click Save.

Delete an Automation Policy Template

On the Automation Policy Templates page, you can delete an automation template if it is not assigned to any account you manage.

To delete an automation policy template:

  1. In Account Manager, select the Service Provider account. To select your own Service Provider account, select Overview. Or, select a tier-2 Service Provider account.
  2. Select Configure > ThreatSync.
    The Automation Policy Templates page opens.
  3. In the row for the template you want to delete, click .

  1. Click Delete.
  2. Click Save.

View Managed Accounts with Account-Level Automation Policies

On the Automation Policy Templates page, you can view a list of your managed accounts with account-level automation policies and deploy any pending policy changes.

To deploy pending policy changes for one or more managed accounts:

  1. Next to the managed account with pending policy changes, click Deploy.
  2. To deploy pending policy changes for multiple managed accounts, click Deploy All Pending Changes.

Screenshot of the Accounts with Account-Level Automation Policies section

The changes deploy to the ThreatSync decision engine, which then sends actions to Fireboxes or endpoint devices when incidents match the automation policy.

Related Topics

About ThreatSync Automation Policies

Manage ThreatSync Automation Policies (Subscribers)

Manage Account Groups

Configure ThreatSync Device Settings

Configure ThreatSync

About ThreatSync