Configuring notifications for case update summary

Procedure

1. In the Trend Vision One console, go to Administration → Notifications.
2. Click Case update summary to open its settings panel.
3. Enable the alert toggle in the panel.
4. Configure which case updates trigger a notification.

   Important The alert settings only apply to Trend Vision One cases in Case Management. Email notifications for MDR case updates are sent via the Business Success Portal.

   1. In the Alert Settings panel, click Select Case Updates.
   2. On the Workbench tab, select the Workbench case updates that trigger a notification.

      Category	Case Update
      Case information updates	Case opened Case name updated Case description updated Case owner updated Case status updated Note The updated case status includes manually closed cases and cases closed automatically due to inactivity. Case findings updated Case priority updated
      Case content updates	Alerts added to an insight Alerts removed from an insight Insights merged due to correlation Comment updated Note added Note added with attachments Note updated with attachments Note deleted Observed Attack Technique event added Case updated from ServiceNow

   3. On the Forensics tab, select the Forensics case updates that trigger a notification.

      Category	Case Update
      Case information updates	Case opened Case name updated Case description updated Case owner updated Case status updated Note The updated case status includes manually closed cases and cases closed automatically due to inactivity.
      Case content updates	Alerts added to an insight Alerts removed from an insight Insights merged due to correlation Comment updated Note added Note added with attachments Note updated with attachments Note deleted Observed Attack Technique event added Forensics workspace created Forensics workspace renamed Forensics workspace updated Forensics workspace closed Forensics workspace expired Forensics workspace deleted Forensics timeline added

   4. On the Others tab, select the other case updates that trigger a notification.

      Category	Case Update
      Case information updates	Case opened Case name updated Case description updated Case owner updated Case status updated Note The updated case status includes manually closed cases and cases closed automatically due to inactivity.
      Case content updates	Comment updated Note added Note added with attachments Note updated with attachments Note deleted Observed Attack Technique event added

   5. Click Apply.
5. Select the notification Frequency.
6. On the Email tab, configure the Recipientslist.
   1. Specify email addresses or select from the list of Trend Vision One accounts.

      Note Recently created Trend Vision One accounts may not immediately appear on the list.

   2. Click Send Test Message to send a test notification. To send the test message only to emails you are adding to the recipient list, select Send only to newly added recipients. To send the test message to all recipients, select Send to all recipients.

      Note You must wait a few minutes between sending test messages.

7. Click Save.