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Operations

Manage campaigns, engagements, and organizations for structured security testing.

Overview

The Operations section helps you organize and manage your security testing work:

  • Campaigns: High-level initiatives spanning multiple engagements
  • Engagements: Specific testing activities with defined scope
  • Organizations: Client or business unit management

Campaigns

What are Campaigns?

Campaigns are high-level initiatives that group related engagements together.

Use Cases: - Annual security program - Client relationship management - Multi-phase projects - Compliance programs

Campaign Features: - Multiple engagements - Aggregate reporting - Progress tracking - Resource allocation - Timeline management

Example Campaigns: - "2024 Security Program" - "Acme Corp - Annual Assessment" - "PCI DSS Compliance 2024" - "Red Team Exercise Q4"

Creating Campaigns

Steps: 1. Navigate to Operations → Campaigns 2. Click Create Campaign 3. Configure: - Name - Description - Organization - Start/end dates - Objectives 4. Click Create

Campaign Management: - View all campaigns - Track progress - Manage engagements - Generate reports - Archive completed

Engagements

What are Engagements?

Engagements are specific security testing activities with defined scope and objectives.

Engagement Components: - Scope: What you're authorized to test - Timeline: When testing occurs - Objectives: What you're trying to achieve - Team: Who is involved - Rules of Engagement: Testing constraints

Example Engagements: - "Web Application Penetration Test" - "External Network Assessment" - "Continuous Monitoring - Q4" - "Red Team Operation - Phase 1"

Creating Engagements

Steps: 1. Navigate to Operations → Engagements 2. Click Create Engagement 3. Configure: - Name and description - Organization - Campaign (optional) - Scope definition - Testing windows - Team members 4. Click Create

Scope Definition:

In Scope:

- 192.168.1.0/24
- *.example.com
- https://app.example.com

Out of Scope:

- 192.168.1.1 (firewall)
- admin.example.com
- Production databases

Testing Windows:

- Monday-Friday: 6pm-6am
- Weekends: Anytime
- Holidays: No testing

Rate Limits:

- Max 100 requests/second
- Max 10 concurrent scans

Engagement Tracking

Track Progress: - Scans completed - Assets discovered - Vulnerabilities found - Findings documented - Reports generated

Status Indicators: - Not Started - In Progress - On Hold - Completed - Archived

Organizations

What are Organizations?

Organizations represent clients, business units, or entities you're testing.

Organization Features: - Multiple campaigns - Multiple engagements - Team members - Scope definitions - Contact information - Billing/licensing

Example Organizations: - "Acme Corporation" - "Internal IT Department" - "Partner Company XYZ" - "Subsidiary - EMEA"

Managing Organizations

Organization Management: 1. Navigate to Operations → Organizations 2. View all organizations 3. Select organization 4. Manage: - Details - Members - Campaigns - Engagements - Scope

Organization Details: - Name and description - Contact information - Industry/sector - Size/scope - Licensing info

Hierarchy

Organizational Structure

graph TD
    A[Organization] --> B[Campaign 1]
    A --> C[Campaign 2]
    B --> D[Engagement 1.1]
    B --> E[Engagement 1.2]
    C --> F[Engagement 2.1]
    D --> G[Scans]
    E --> H[Scans]
    F --> I[Scans]

Levels: 1. Organization: Top-level entity 2. Campaign: Group of related engagements 3. Engagement: Specific testing activity 4. Scans: Individual security tests

Data Inheritance

Scope Inheritance: - Organization defines global scope - Campaign can restrict scope - Engagement further restricts - Scans must be within engagement scope

Team Inheritance: - Organization members - Campaign team - Engagement team - Scan executors

Workflows

Typical Workflow

1. Create Organization:

Organization: Acme Corporation
Contact: security@acme.com
Scope: *.acme.com, 203.0.113.0/24

2. Create Campaign:

Campaign: 2024 Security Program
Organization: Acme Corporation
Duration: Jan 1 - Dec 31, 2024

3. Create Engagements:

Engagement 1: Q1 External Assessment
Engagement 2: Q2 Web App Testing
Engagement 3: Q3 Internal Network
Engagement 4: Q4 Red Team Exercise

4. Execute Scans:

For each engagement:
  - Define specific scope
  - Run security scans
  - Document findings
  - Generate reports

5. Track Progress:

- Monitor engagement completion
- Track campaign progress
- Report to organization

Best Practices

Organization Management

✅ Clear Naming: Use descriptive names
✅ Accurate Scope: Define scope precisely
✅ Contact Info: Keep contacts current
✅ Regular Review: Update periodically
✅ Archive Old: Clean up completed work

Campaign Planning

✅ Clear Objectives: Define goals upfront
✅ Realistic Timeline: Allow adequate time
✅ Resource Planning: Allocate resources
✅ Progress Tracking: Monitor regularly
✅ Documentation: Document decisions

Engagement Execution

✅ Authorization: Get written permission
✅ Scope Verification: Confirm scope
✅ Communication: Keep stakeholders informed
✅ Documentation: Record everything
✅ Reporting: Deliver timely reports

Reporting

Campaign Reports

Aggregate Reporting: - All engagements in campaign - Overall progress - Combined findings - Trend analysis - Executive summary

Generate Campaign Report: 1. Navigate to campaign 2. Click Generate Report 3. Select report type 4. Configure options 5. Generate and download

Engagement Reports

Per-Engagement Reporting: - Engagement-specific findings - Detailed technical data - Evidence and screenshots - Remediation guidance - Appendices

Generate Engagement Report: 1. Navigate to engagement 2. Click Generate Report 3. Select template 4. Customize content 5. Generate and download

See Reporting Engine

Integration

With APHIDS CLI

Associate scans with engagements:

aphids-cli \
  --api-key $API_KEY \
  --runbook RUNBOOK_ID \
  --target-url https://example.com \
  --engagement ENGAGEMENT_ID

Via API

Programmatic management:

# Create engagement
curl -X POST \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Web App Test",
    "organizationId": "ORG_ID",
    "scope": ["*.example.com"]
  }' \
  https://api.hive.darksidesecurity.io/engagements

Troubleshooting

Can't Create Engagement

Check: - Organization exists - Permissions sufficient - Scope is valid - Required fields filled

Scope Validation Errors

Verify: - Scope format correct - CIDR notation valid - No overlapping ranges - Exclusions properly defined

Can't Access Organization

Confirm: - You're a member - Permissions assigned - Organization is active - Not archived


Related: Creating Engagements | Scope Definition | Reporting