# Incident Response Playbook: Agilicus AnyX Environment TEMPLATE

- Link: https://www.agilicus.com/anyx-guide/incident-response-playbook-agilicus-anyx-environment-template/
- Published: 2026-03-07T22:40:30+00:00
- Author: Don Bowman

# Incident Response Playbook: Agilicus AnyX Environment TEMPLATE

**Version:** 1.0
**Last Updated:** 2026-03-07**Organisation:** [Customer Name]

## 1. Introduction and Scope

![SP 800-61r3 Life Cycle Model Diagram](https://www.agilicus.com/www/e2f03a45-sp-
800-61r3-life-cycle-model-diagram.png)

### 1.1 Purpose

This incident response playbook provides [Customer Name] with standardized, repeatable
procedures for preparing for, identifying, responding to and recovering from cybersecurity
incidents within a zero-trust architecture protected by Agilicus AnyX. The goal 
is to minimize the impact of adverse events, ensure rapid containment and restore
services securely while adhering to industry best practices.

### 1.2 Scope

This playbook applies to all IT and operational technology networks, applications,
systems and data protected by the Agilicus AnyX platform. It applies to all internal
employees, third-party contractors and vendors who authenticate through Agilicus
to access corporate resources.

### 1.3 The Zero-Trust Context

Traditional incident response heavily relies on network-centric actions, such as
unplugging cables or blocking IP addresses at a firewall. In an Agilicus AnyX zero-
trust environment, **the perimeter is the identity**. Incident response fundamentally
shifts to identity-centric actions:

 * **Surgical Containment:** Responders can instantly revoke active sessions, suspend
   specific identities or require step-up multi-factor authentication without disrupting
   the entire network.
 * **Granular Isolation:** Agilicus acts as an identity-aware proxy. If a threat
   is detected, specific applications or operational technology segments can be 
   instantly isolated from the IT network by modifying access policies, acting as
   a highly secure kill-switch.
 * **Identity-Attributed Forensics:** Every HTTP request and resource access is 
   logged and tied to a verified identity, eliminating the guesswork of mapping 
   IP addresses to users during forensic analysis.

### 1.4 Authority and Definitions

Responsibility for the security of company information resides with the **[Executive
title, e.g., chief information security officer/president]**. During an active high
or critical cybersecurity incident, the authority to execute this playbook is delegated
to the **incident handler**.

 * **Zero-trust network access:** An IT security framework requiring strict identity
   verification for every person and device trying to access resources.
 * **Identity provider:** A service (e.g., Microsoft Entra ID, Google Workspace)
   that manages digital identities. Agilicus AnyX integrates with the identity provider
   to verify users.
 * **Identity-aware proxy:** The component of Agilicus AnyX that brokers access 
   to internal applications, ensuring only authenticated and authorized traffic 
   passes through.
 * **Web application firewall:** A security filter within Agilicus AnyX that inspects
   inbound traffic for malicious patterns (e.g., SQL injection or cross-site scripting).

## 2. Cybersecurity Incident Response Team

The cybersecurity incident response team is responsible for executing this playbook.

### 2.1 Team Structure and Responsibilities

| **Role** | **Responsibilities** | 
| **Executive** | Accountable for overall cybersecurity. Handles board-level reporting, approves high-impact containment decisions (e.g., taking critical operational technology systems offline) and allocates emergency resources. | 
| **Incident Handler** | The operational lead. Triages the incident, organizes the team, initiates the playbook and coordinates all technical response and recovery activities. | 
| **Agilicus Administrator** | The technical subject matter expert for the AnyX platform. Responsible for executing session revocations, locking down access policies, analyzing Agilicus authentication, access and audit logs, and implementing emergency web application firewall rules. | 
| **Network and IT Lead** | Provides technical expertise regarding internal network infrastructure, endpoint management and downstream system recovery. | 
| **Communications** | Manages internal employee messaging and external public relations. Ensures notifications comply with regulatory requirements. | 
| **Legal Counsel** | Advises on legal obligations, regulatory reporting (e.g., PIPEDA, NERC CIP) and liability during the breach. |

### 2.2 Contact Matrix

_(To be populated by the organization)_

| **Role** | **Name** | **Title** | **Phone** | **Email** | 
| Incident Handler |  |  |  |  | 
| Agilicus Admin |  |  |  |  | 
| Agilicus Support | Support Team | Agilicus Helpdesk | +1**‪5199534332‬** | support@agilicus.com |

## 3. Incident Severity and Categorization Matrix

The incident handler will determine the severity of the incident to dictate the 
pace and scale of the response.

### 3.1 Severity Levels

| **Severity** | **Indicators / Scope** | **Required Action** | 
| **1 – Critical** | **Indicators:** Widespread data loss, active ransomware, compromise of the primary identity provider or an attacker breaching an operational technology and industrial control system network segment. **Scope:** Organization-wide; critical servers affected. | Convene full cybersecurity incident response team immediately. Execute global session revocation in Agilicus. Isolate operational technology boundaries via AnyX access policies. | 
| **2 – High** | **Indicators:** Confirmed credential theft, unauthorized access to sensitive internal applications or lateral movement detected. **Scope:** Multiple users or highly sensitive data affected. | Convene the cybersecurity incident response team. Revoke sessions for affected users and groups. Analyze Agilicus access logs to trace downstream access. | 
| **3 – Medium** | **Indicators:** Targeted phishing success (no lateral movement yet) or localized endpoint malware. **Scope:** Individual host or person. | Incident handler and network and IT lead manage. Suspend affected identity provider account. Wipe endpoint. | 
| **4 – Low** | **Indicators:** Agilicus web application firewall blocking automated vulnerability scans (e.g., SQL injection attempts) or anomalous but blocked login attempts. **Scope:** External probing; protective controls functioning. | Monitor via the security information and event management system. No immediate cybersecurity incident response team activation required. |

### 3.2 Categorization of Threats

 * **Identity and Authentication Anomalies:** E.g., multi-factor authentication 
   fatigue attacks or impossible travel logins.
 * **Device and Endpoint Compromise:** E.g., Stolen laptop or malware-infected workstation.
 * **Application and Web Application Firewall Anomalies:** E.g., Attempted exploitation
   of a vulnerable web application exposed via the proxy.
 * **Operational Technology Segmentation Threats:** E.g., Unauthorized attempts 
   to cross from the IT environment into the industrial control systems and operational
   technology environment.

## 4. The Incident Handling Process (NIST SP 800-61 Rev. 3 / CSF 2.0 methodology)

_(Reference Model: _[_NIST Incident Response Life Cycle_](https://csrc.nist.gov/projects/incident-response)_)_

This playbook utilizes the updated NIST incident response life cycle, which integrates
incident response continuously into broader cybersecurity risk management using 
the NIST Cybersecurity Framework 2.0.

### Phase 1: Preparation (Govern, Identify, Protect)

 * **Govern:** * Ensure this playbook is approved by executive leadership and tested
   annually.
    - Pre-configure “Emergency Access” roles within Agilicus AnyX (e.g., a lockdown
      policy that denies all access except for designated incident responders).
    - Establish incident coordination procedures and communication channels.
 * **Identify:** * Integrate Agilicus AnyX logs (authentication, access and audit)
   with the organization’s centralized security information and event management
   system (e.g., Microsoft Defender, Google SecOps) to establish a single pane of
   glass.
    - Map critical dependencies, outlining exactly which Agilicus access policies
      govern the boundary between IT and operational technology and industrial control
      systems networks.
    - Define baseline access patterns for standard users.
 * **Protect:** * Deploy Agilicus identity-aware proxies to shield internal applications
   from the public internet.
    - Enforce strict step-up multi-factor authentication via the upstream identity
      provider and apply least-privilege access rules natively within the Agilicus
      admin console.

### Phase 2: Incident Response (Detect, Respond, Recover)

#### A. Detect

 * **Continuous Monitoring:** Security teams must monitor the security information
   and event management system (or query the Agilicus CLI) for web application firewall
   anomalies, such as repeated cross-site scripting or SQL injection attempts targeting
   internal apps.
 * **Identity Anomalies:** Analyze identity provider and Agilicus authentication
   logs for indicators of compromise such as impossible geographic travel, excessive
   failed logins or unexpected multi-factor authentication bypass attempts.
 * **Declaration:** The incident handler declares an incident when adverse events
   meet the predefined criteria in the severity matrix.

#### B. Respond – Mitigate and Analyze

 * **Mitigation and Containment (The Zero-Trust Advantage):**
    - _Session Revocation:_ The Agilicus administrator must immediately revoke active
      sessions for suspected compromised accounts within the Agilicus interface.
    - _Account Suspension:_ Disable the user account at the upstream identity provider
      to prevent re-authentication.
    - _Application and Network Isolation:_ If the threat is severe (e.g., ransomware),
      modify Agilicus access policies to instantly sever access to critical segments.
      This acts as a secure kill-switch to protect operational technology environments
      without needing to physically unplug routers.
 * **Root Cause Analysis and Forensics:**
    - Utilize the granular, identity-attributed **Agilicus access logs**. Because
      every request passes through the identity-aware proxy, responders can see 
      exactly which internal IP address or service the attacker accessed, what time
      and what actions were attempted, completely bypassing the need to correlate
      IP addresses in DHCP logs.
    - Review **Agilicus audit logs** to ensure the attacker did not escalate privileges
      or modify access control lists within the platform.

#### C. Recover

 * **Safe Restoration:** Once the threat is eradicated (e.g., malware removed, compromised
   credentials reset and multi-factor authentication hardware tokens rotated), begin
   restoring services.
 * **Policy Reversion:** Move from the temporary “Emergency Lock-Down” containment
   policies back to standard zero-trust access policies.
 * **Validation:** Carefully monitor Agilicus access logs for the restored users
   and systems for 48 hours to ensure no persistent threat actors remain in the 
   environment.

### Phase 3: Lessons Learned (Identify: Improvement)

 * **Post-Incident Review:** Within two weeks of the incident, the cybersecurity
   incident response team must hold a hotwash meeting to discuss what occurred, 
   the root cause and how well the playbook functioned.
 * **Continuous Improvement:** Update web application firewall rules to block newly
   identified attack vectors, adjust Agilicus access controls to be more restrictive
   if necessary and tune security alerts to ensure similar anomalies can be detected
   earlier in the future.

## 5. Specific Incident Scenarios (Playbooks)

_(This section addresses specific customer concerns regarding the Agilicus AnyX 
architecture, utilizing NIST CSF 2.0 response phases.)_

### Scenario A: Third-Party Identity Provider Breach

 * **Threat:** The organization’s upstream identity provider (e.g., Microsoft Entra
   ID, Google Workspace, Okta) is compromised, allowing an attacker to forge authentication
   tokens or bypass primary multi-factor authentication.
 * **Detect:** High volume of impossible travel alerts, bulk password resets via
   the identity provider, unexpected multi-factor authentication configuration changes
   or direct breach notification from the identity provider vendor.
 * **Respond:**
    - _Mitigation and Containment:_ Immediately suspend the identity provider trust
      relationship within the Agilicus AnyX admin interface. Fall back to localized,
      pre-configured emergency “break-glass” accounts. Execute a global session 
      revocation command to instantly terminate all active AnyX user sessions.
    - _Analysis:_ Interrogate Agilicus **access logs** within the security information
      and event management system to trace the attacker’s blast radius. Identify
      exactly which downstream web applications or SSH and RDP targets were accessed
      using the compromised identity provider tokens.
 * **Recover:** Restore identity provider trust only after the third-party provider
   has secured their environment and SAML and OIDC certificates have been rotated.
   Force re-authentication for all users.
 * **Improvement:** Evaluate enabling step-up multi-factor authentication natively
   within Agilicus AnyX for highly sensitive operational technology applications
   as a defence-in-depth layer independent of the primary identity provider.

### Scenario B: Individual User Device Compromise

 * **Threat:** A user’s laptop or mobile device is stolen or infected with malware(
   e.g., an info-stealer that captures session cookies).
 * **Detect:** Endpoint detection and response alerts on the endpoint, physical 
   theft reports or anomalous access blocks registered by the Agilicus web application
   firewall originating from the user’s known device.
 * **Respond:**
    - _Mitigation and Containment:_ Identify the user in the Agilicus admin console
      and instantly revoke their specific active sessions. Quarantine the device
      at the endpoint level.
    - _Analysis:_ Filter the Agilicus **access logs** by the user’s specific identity.
      Review the timeline post-infection to determine if the attacker attempted 
      to pivot laterally or access restricted operational technology and industrial
      control systems via the user’s permitted AnyX pathways.
 * **Recover:** Wipe and re-image the compromised device. Reset user credentials
   at the identity provider. Re-issue a fresh session token upon successful and 
   secure re-authentication.
 * **Improvement:** Implement or tighten continuous device-posture checking requirements
   before granting access through the identity-aware proxy.

### Scenario C: Insider Threat (Malicious Legitimate User)

 * **Threat:** A disgruntled employee with valid credentials and authorized access
   begins acting maliciously (e.g., data hoarding or sabotaging configurations).
 * **Detect:** Accessing sensitive applications outside of normal business hours,
   downloading bulk data or direct notification from human resources and legal.
 * **Respond:**
    - _Mitigation and Containment:_ Immediate, targeted revocation of the user’s
      Agilicus AnyX access.
    - _Analysis:_ Unlike traditional VPNs, Agilicus logs are tied directly to the
      user’s identity, not just an IP address. Utilize the non-repudiable **access
      logs** to create a precise forensic trail of every file and system the user
      touched. Check the **audit logs** to verify if the user possessed administrative
      privileges and altered any global access permissions.
 * **Recover:** Offboard the user officially across all systems. If the audit logs
   indicate unauthorized configuration changes, revert those specific AnyX policies.
 * **Improvement:** Audit and enforce the principle of least privilege across all
   AnyX groups. Configure security alerts for anomalous bulk data access patterns.

### Scenario D: Unidentified Malware or Ransomware Outbreak

 * **Threat:** Ransomware or persistent malware is detected in the internal environment,
   but the entry vector and command-and-control channels are unknown.
 * **Detect:** Internal network alarms, encrypted file shares or automated security
   alerts.
 * **Respond:**
    - _Mitigation and Containment:_ Utilize Agilicus AnyX as an emergency kill-switch.
      Modify access policies to instantly sever network segments (e.g., completely
      isolating the operational technology network from the IT network) to halt 
      lateral movement, without requiring physical network intervention.
    - _Analysis (Inbound):_ Review the Agilicus **web application firewall and access
      logs** to rule out or identify the entry point. Did an attacker exploit an
      exposed internal web application through the proxy?
    - _Analysis (Outbound):_ Since AnyX can act as a gateway and proxy, review the
      logs for signs of outbound command-and-control beaconing or data exfiltration
      attempts.
 * **Recover:** Clean and rebuild the internal network. Verify that no unauthorized
   backdoor configurations were added to the AnyX platform. Safely restore standard
   inter-segment access policies once the environment is declared clean.
 * **Improvement:** Update web application firewall rules to block the specific 
   exploit payloads used by the attackers. Ensure stricter network micro-segmentation
   policies are applied.

### Scenario E: Third-Party Incident Response Access (Secure Enablement)

 * **Threat:** A severe internal incident has occurred, requiring external forensic
   investigators and consultants to access the locked-down environment safely.
 * **Detect:** (Proactive scenario triggered by an existing incident).
 * **Respond:**
    - _Mitigation and Enablement:_ Do not issue full VPN access to the third party.
      Instead, use Agilicus AnyX to rapidly provision just-in-time, heavily restricted
      access. Provide web-only or restricted SSH and RDP access directly via the
      browser. Ensure the third party has zero standing privileges.
    - _Analysis:_ Continuously monitor the external incident response team’s actions
      using the **access logs**. Every command and system accessed will be strictly
      attributed to their specific, temporary identity.
 * **Recover:** Immediately revoke the incident response team’s access profiles 
   in Agilicus AnyX as soon as the engagement ends.
 * **Improvement:** Pre-build “Emergency Incident Response Consultant” roles and
   profiles within Agilicus during peacetime to drastically speed up secure onboarding
   during a crisis.

## 6. Appendices

### Appendix A: Agilicus Log Types and Retrieval Methods

Agilicus AnyX generates rich, identity-attributed logs across multiple categories.
If configured, the preferred and most efficient location for log analysis during
an incident is the organization’s centralized security information and event management
system (e.g., Microsoft Defender, Google Security Operations). If a security information
and event management system is not available, these logs can be natively retrieved
via the Agilicus AnyX admin interface or programmatically via the CLI (`pip install
agilicus`).

 * **Authentication Logs:** Details all successful and unsuccessful authentication
   attempts. Key telemetry includes the user identity (who), geographic location(
   where), timestamp (when), browser user-agent, IP address and multi-factor authentication
   status.
 * **Audit Logs:** The customer can retrieve logs of type ‘audit’ from the Agilicus
   AnyX admin interface (or the CLI). These show all configuration changes (e.g.,
   who assigned permissions to whom).
 * **Access Logs:** The customer can retrieve logs of type ‘access’, which shows
   individual attempts (successful or blocked) for each resource, indicating who,
   from where and to what.

### Appendix B: Agilicus Emergency Lock-Down Checklist

_(To be tailored by the organization)_

 * [ ] Suspend identity provider trust.
 * [ ] Revoke active sessions globally.
 * [ ] Implement strict operational technology and IT segmentation policies.
 * [ ] Apply “Block All” web application firewall overrides if necessary.

### Appendix C: Regulatory Reporting Timelines

_(To be tailored by the organization)_

 * **PIPEDA:** Must report breaches of security safeguards involving personal information
   that pose a real risk of significant harm (RROSH) “as soon as feasible.”
 * **NERC CIP / ICS:** Standardized reporting windows depending on the asset classification(
   e.g., one-hour reporting for critical cybersecurity incidents).
