CDSS Adoption Portal

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Tech Support File (.tgz / .tar.gz) or Configuration XML (.xml)

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Configuration validated and pre-processed

Selected Tool

Select Playbook

Custom JSON playbook

Available 'Playbook Library' Customisations Customise the Text Fields in the 'Introduction.html' file

'Introduction.html' configurable descriptions

Import Playbook * Modified

Customise the definition of 'Visibility' or 'Best Practice' (from 'default' settings)

Amend the definition of 'Visibility' or 'Best Practice'

Import BP Settings * Modified

Customer Name

Available Visibility Change Plan html Customisations Customisation Options for the 'Visibility Change Plan' html output file (from 'default' settings)

Customise the text in 'Change Description' section at the start of the Visibility Change Plan

Customise the report name appearing at the top of the 'Visibility Change Plan'

(Title will be hidden in generated document)

Click the preview to edit. Click outside to save.

Customise the text above the Feature Adoption Graphs within the 'Change Description' section

(Section will be hidden in generated document)

Click the preview to edit as Markdown. Click outside to save and preview.

Customise the text below the Feature Adoption Graphs within the 'Change Description' section

(Section will be hidden in generated document)

Click the preview to edit as Markdown. Click outside to save and preview.

Customise the 'Feature Adoption Note' text at the bottom of the 'Change Description' section

(Section will be hidden in generated document)

Click the preview to edit as Markdown. Click outside to save and preview.

Customise the Feature Adoption Graph pie slices Expose the BPA settings from the BP JSON file to customise which categories appear in the Feature Adoption Graphs.

Choose which pie slices to include in the 'Visibility' Feature Adoption Dashboard

Select / Deselect All

Based on your selections in the toggles to the left, the following pie slices will now be included in the graph.

Choose which pie slices to include in the 'Best Practices' Feature Adoption Dashboard

Select / Deselect All

Based on your selections in the toggles to the left, the following pie slices will now be included in the graph.

Import BP Settings * Modified

Formatting features available within the 'Visibility Change Plan'

Embed the Feature Adoption Graphs within the finalised change plan This will embed the Feature Adoption Graphs in the finalised html (instead of the diagrams being in a sub-folder that needs to be shared along with the html file). Do not include Feature Adoption Graphs within finalised change plan Used in conjunction with customised playbooks, and in situations where the Feature Adoption Graphs are not intended to be included in the finalised html Include section headers when no set commands are available for that section

Customisation Options for objects referenced in the 'Visibility Change Plan'

Customise the Log Forwarding Profile (LFP) used in the 'Visibility Change Plan'

Apply an existing LFP Also create best-practice 'default' LFP A 'default' LFP already exists in 'shared'

Customise the definition of 'Visibility' or 'Best Practice' (from 'default' settings)

Upload a custom Playbook JSON file

Playbook (default)

Visibility JSON playbook

Amend the definition of 'Visibility' or 'Best Practice'

Import BP Settings * Modified

Playbook (original SecOps AutoReporter)

'OnDemand BPA - Feature Adoption Dashboard' graph functionality This will replicate the Feature Adoption Dashboards within the SCM 'OnDemand BPA' tool

Takes longer to generate

Customise the Feature Adoption Graph pie slices Expose the BPA settings from the BP JSON file to customise which categories appear in the Feature Adoption Graphs.

Choose which pie slices to include in the 'Visibility' Feature Adoption Dashboard

Select / Deselect All

Based on your selections in the toggles to the left, the following pie slices will now be included in the graph.

Choose which pie slices to include in the 'Best Practices' Feature Adoption Dashboard

Select / Deselect All

Based on your selections in the toggles to the left, the following pie slices will now be included in the graph.

Import BP Settings * Modified

Customise the definitions of 'Visibility' & 'Best-Practice'

Amend the definition of 'Visibility' or 'Best Practice'

Import BP Settings * Modified

'OnDemand BPA - Best Practices Dashboard' Best Practice html generation This will replicate the outputs created by the SCM 'Best Practices Dashboard' tool using the BPA Posture API.
Both Excel and HTML outputs will be created.

Create 'Best Practices Dashboard' Documentation (used when online connectivity is available)

Upload SCM credentials file CSV containing both 'client_id' and 'client_secret' from an SCM service account with least-privilege set (see the help panel for more). ✓ Valid ✗ Invalid

Create 'Best Practices Dashboard' Documentation (used in air-gapped environments)

Upload SCM JSON file Expected filename format:
{tsg_id}-bpa-report-{YYYY-MM-DD_HH-MM-SS}.json
e.g. 1583921221-bpa-report-2026-04-09_10-03-48.json ✓ Valid ✗ Invalid

Optional Settings

These settings are for advanced users. Default values work well for most configurations.

Container Image (Stable recommended)

Memory Threshold (MB) (RAM ceiling before subprocess mode)

Memory Subprocess

Run each step as subprocess (ignores memory threshold)

Shadow Load-Reduce

Skip loading PAN-OS DAG membership data

Configuration Summary

Selected Tool

Configuration File

Customer Name

Playbook

Introduction Text Modified

Feature Adoption Graphs

Include Empty Section Headers

OnDemand BPA Type

Credentials File

JSON File

Log Forwarding Profile

Location

BPA Graph Customisation

BP Settings

Container Image

Memory Threshold

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Output Log

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Configuration Summary

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