Connectors

The saved links that pull data from your other systems into Aegis and push Aegis notifications out to the tools your team already watches.

A connector is a stored configuration that joins Aegis to an external system — a mail server, a chat workspace, a cloud-security platform, an issue tracker, a directory. Once saved and tested, Aegis pulls that system's data in on a schedule, files it against your risks and incidents, and posts alerts into the channel your team already reads.

Who uses it

Every page under /connectors runs a role check on the server before it renders anything — the catalogue, each connector's page and the sync settings alike. Admin and Manager can configure, test, sync, schedule and delete any connector. Contributor and Viewer are redirected to the /unauthorized page, so there is no read-only view for lower roles — not even a list of which systems are connected. If you hold Manager and the sidebar entry is missing, the connectors module is not switched on for your organisation. Six tiles also depend on your licence tier: they still appear, marked Premium, but are dimmed and cannot be opened.

All three figures in this chapter show the access-denied page

The captures were taken with a Contributor account, and the role check did its job. All three show the same /unauthorized screen: a large 403, the heading Access denied, a line about permission and a Go to Dashboard button, with no sidebar and no top bar. That is what a Contributor sees if someone sends them a connector link — it is not the connector interface. The figures therefore carry no numbered callouts; the steps below stand on their own, and every label they quote is real.

What's on this screen

With a sufficient role, /connectors opens with the title Connectors over the line “Configure integrations with external services for notifications and webhooks.”, and one button on the right: Sync Settings. Below sits the catalogue — twenty connector tiles, three to a row on a wide display, one on a phone. There is no filter bar and no search box, so you scan the grid.

Every tile carries the same four things: an icon top-left; a coloured dot and a status word top-right; the connector name in bold — SMTP, Microsoft Teams, AWS Security Hub, Slack, Jira and Active Directory / LDAP among them — over a one-line description and the prompt Configure →. The whole tile is the link. A tile your licence does not cover is dimmed, shows an amber Premium tag in place of the status dot, and reads Upgrade to unlock →.

Under the grid, a Security Note box states that credentials are encrypted at rest, are reachable only by Manager and Admin roles, and are never shown again after saving. If the live connection state cannot be loaded, an amber banner opens above the grid and the full catalogue still renders beneath it. The dot and word on each tile tell you where that connector stands:

Status Dot Meaning
Connected Green Configured, the last test passed, syncs are running.
Error Red Configured, but the last test or sync failed. Open the page to see why.
Disconnected Grey A configuration is saved, but it has not passed a test.
Not configured Grey Nothing has been saved for this connector type yet.
The catalogue at /connectors as a Contributor sees it — the role check returns 403.
The catalogue at /connectors as a Contributor sees it — the role check returns 403.

The connector lifecycle

Each connector asks for different credentials, but they move through the same four stages.

  1. Open a tile, fill in the credentials, and save. The values are stored encrypted; the page then confirms a configuration exists, but never shows a saved secret again.
  2. Select Test Connection. Aegis calls the service live: a pass turns the tile Connected, a failure shows the error the service returned. Connectors that use OAuth (an authorisation handshake where you grant access in the other system rather than typing a password into Aegis) are proved by completing that authorisation instead. There is no separate activate step.
  3. Connectors that pull data then run on the schedules set under Sync Settings, or on demand from there. Push-based connectors such as Slack and Teams have nothing to pull; they fire when an Aegis event occurs.
  4. Watch the status dot. A tile that moves to Error means the most recent run failed — open its page for the detail, the audit log for the history.

Set up outbound email (SMTP)

SMTP (Simple Mail Transfer Protocol — the standard for sending email) tells Aegis which mail server to send every notification through, so most organisations configure it first. Select the SMTP tile. Under the breadcrumb Connectors / SMTP and the heading SMTP Configuration sits a Status: line, if a configuration exists, and a form in three boxes.

  1. In Server Settings, enter the SMTP Host and Port. Both are required; leaving either blank stops the save with “SMTP host is required” or “SMTP port is required”. The form opens on Encryption: STARTTLS with port 587 pre-filled, which suits most providers; None and SSL/TLS are the other choices.
  2. In Authentication, enter the Username and Password of the mailbox Aegis sends as. On an existing configuration the password field shows dots and the hint “Leave blank to keep existing password”, so you can change the host without retyping the secret.
  3. In Sender Settings, enter the From Address recipients will see — required — and, optionally, a From Name such as Aegis GRC.
  4. Select Save Configuration. The button changes to Saving..., then a green line confirms “Configuration saved successfully.” and the Status: line updates. A rejected save shows “Failed to save configuration” with the reason.
  5. Select Test Connection — it only appears once a configuration is saved. The result follows: Connection successful in green, or Connection failed in red with the message the mail server returned. A pass moves the tile to Connected.
The SMTP connector at /connectors/smtp as a Contributor sees it — the role check returns 403.
The SMTP connector at /connectors/smtp as a Contributor sees it — the role check returns 403.

To rotate the mailbox password later, type the new value into Password and save again. Delete Configuration, bottom left once a configuration exists, removes the whole thing — it asks “Are you sure you want to delete this connector configuration?” first, then returns you to the catalogue.

Set up chat notifications (Slack)

The Slack connector posts Aegis notifications — critical incident alerts, new high-severity risks, policy approval requests and compliance status updates — into a channel you choose, and answers /aegis status, /aegis risks, /aegis incidents and /aegis help from inside Slack. It uses an OAuth install rather than a saved password, so there is an extra authorisation step. The page stacks a Configuration box, a Connection Status panel and — once connected — a Test Notifications box over three reference sections. Work through Setup Instructions in Slack first: it gives the redirect, slash-command and events URLs for your own Aegis address.

  1. In Configuration, paste the Client ID, Client Secret and Signing Secret from your Slack app, and set a Default Channel such as #security-alerts. The boxes above the fields — Required Slack App Scopes and Slash Command Setup — list what the Slack app needs. Select Save Configuration; the Connection Status panel then reads Authorization Required.
  2. Select Authorize with Slack. Your browser leaves Aegis for Slack's install flow, where you pick the workspace and grant the scopes. On your return the panel reads Connected to Slack and offers Test Connection and Re-authorize.
  3. Select Test Connection. A pass fills the panel in with the Team, the Bot account, the Default Channel and whether a Webhook is Configured. Those details are read back from Slack by the test itself, so the panel stays bare until you run one.
  4. A Test Notifications box sits below the panel while the connection is good. Select Send Test Message; a browser alert reports either “Test message sent successfully!” or the error Slack returned. Check the channel to confirm it arrived.
The Slack connector at /connectors/slack as a Contributor sees it — the role check returns 403.
The Slack connector at /connectors/slack as a Contributor sees it — the role check returns 403.

Schedule the syncs

A connector that pulls data needs a schedule, or it only ever runs when you trigger it by hand. Sync Settings in the catalogue header opens /connectors/sync, which has two tabs, Schedules and Webhooks. No figure in this chapter shows it.

  1. Select Sync Settings. The page opens on the Schedules tab, headed Sync Schedules. With nothing set up you get the empty state No sync schedules and a Create Schedule button in the panel.
  2. Select Add Schedule. A Create Schedule form asks for the Connector, a Cron Expression — the hint reads “Format: minute hour day-of-month month day-of-week”, and anything other than five parts is refused — an optional Sync Type, Max Retries, Retry Delay (seconds) and a tick box for Enable schedule immediately.
  3. Select Create Schedule. The row joins the table under Connector, Schedule, Status, Last Run, Next Run and Actions, with a status of Pending, Running, Success, Failed or Disabled.
  4. Use the icon buttons under Actions: Sync now, Enable schedule or Disable schedule, Edit schedule and Delete Schedule. Deleting asks “Are you sure you want to delete this sync schedule? This action cannot be undone.” first.

The Webhooks tab is reference material rather than a form. Webhook Endpoints lists the inbound addresses Aegis exposes so an external service can push an event in and trigger a sync at once — GitHub, Azure Event Grid, SharePoint, CrowdStrike and a Generic endpoint — each with its URL, expected format, headers and a Copy URL button. A Webhook Security note adds the condition: signature verification applies only once you set a webhook secret in that connector's settings.

Tips and limits

Where this connects

Connectors feed signals to Anomalies, findings to Risks and Incidents, documents to Evidence, training results to Security awareness and directory data to HR, alongside Entra ID single sign-on. Inbound endpoints are covered in Webhooks, outbound actions in Workflows, notification preferences in Settings and the role limits above in What each role can do.