Saving, Loading and Updating Asset Graphs

At any point in your investigation, you can save the current state of the Asset Graph and return to it later. Saved Asset Graphs can be loaded to continue working on them. New investigation steps performed on existing Asset Graphs can be added to the exising steps.

Before a graph is saved, it is called New Graph.

To save a new Asset Graph:

1. Perform the investigation steps you want.

2. Click Save As at the top right of the Asset Graph. The Save as New Asset Graph dialog opens.

3. In the Graph name text box, give the Asset Graph a descriptive name.

4. (Optional) Click Add description to enter a full description of the graph.

5. Under Tags, add or search for tags to apply to the Asset Graph.

6. Under Access, select specific roles you want to have access to the graph. The Asset Graph creator always has Editor access.
   
   Then, select the permission the selected roles are granted:
   

   • No Access - The selected roles will not have access to the Asset Graph. This is useful if you want to grant access to all roles except a few.
   • System Access - The selected roles are granted access according to the permissions configured for each role.
   • Viewers - The selected roles only have permission to view the Asset Graph, regardless of the permissions configured for each role.
   • Editors - The selected roles have permission to view and edit the Asset Graph, regardless of the permissions configured for each role.
   NOTE

   See Managing Roles for more information about assigning permissions to roles at the system level.

7. For All roles, select the permission level for all roles not specifically selected above.
   

   A description of the access settings is displayed in the blue message area.

8. Under Folder name, select the location where you want to save the new Asset Graph.

9. Click Save. The Asset Graph is saved and can be found on the Asset Graph Manager page.

To load a previously saved Asset Graph:

1. Navigate to the Asset Graph Manager.
2. Click on the Asset Graph you want to load.
3. At the bottom of the drawer, click Load Graph.

Saving Changes to an Existing Asset Graph

Once an Asset Graph is saved it can be loaded again for further investigation. If subsequent investigation steps are taken in addition to the existing steps, you can save the additional steps to the already saved steps. This is useful when an investigation needs to be continued at another time.

To save new steps to an existing Asset Graph:

1. Save a new Asset Graph or load an existing Asset Graph.
2. Perform the new investigation steps.
3. From the Save As dropdown list, select Save. The new steps are added to the previously saved steps.
4. To discard the changes and revert to how the graph was before the new steps, click Discard Changes. Then click Discard to verify the action.

Updating Asset Graph Details

You can update the details of saved Asset Graphs. The Asset Graph can be renamed, and the access permissions and folder location can be changed.

To update Asset Graph details:

1. Save a new Asset Graph or load an existing Asset Graph.
2. From the Save As dropdown list, select Update Details.
3. In the Update Details dialog, make the changes you want and click Save.