This page serves as a roadmap for getting started with Zscaler MDR (Managed Detection and Response). It outlines the essential steps and focus areas to prioritize in your first month, ensuring a seamless deployment and implementation of the Zscaler MDR security capabilities.
In this article, we'll cover the following:
Get to Know Zscaler MDR: Learn about the Zscaler MDR platform, the tools, and people supporting you as a Zscaler MDR user.
Configure Access to Zscaler MDR: Get your team set up with the right roles and access.
Integrate with Zscaler MDR: Start ingesting data from multiple sources to cover your environment.
Take Action with Zscaler MDR: Get the most out of Zscaler MDR by creating automations, monitoring your environment, and responding to threats.
Optimize Your Zscaler MDR Experience: Enhance your Zscaler MDR experience by engaging in essential actions to stay ahead of emerging threats.

Get to Know Zscaler MDR
Before digging in deeper, let’s go over the Zscaler MDR Platform. Explore each section below to learn more:
What is Zscaler Managed Detection & Response?
Zscaler MDR provides a security operations platform that proactively monitors for malicious and suspicious behaviors and responds to stop them from becoming serious security incidents. The platform works using several key components:
Endpoint and cloud workload sensors/agents
Alert collectors and integrations with your alert-generating security products
Integrations with your cloud service providers, identity platforms, and SaaS applications
Cloud-hosted collection, detection, and response platforms
Our Cyber Incident Response Team (CIRT)
Our Threat Hunting team
The endpoint and cloud workload sensors run on the endpoints and cloud workloads that make up your corporate and production environments, collecting detailed telemetry about what is happening in those systems.
The telemetry and alerts from your cloud service provider, identity platforms, SaaS applications, and other security products are both sent to our cloud-hosted platform. This allows our CIRT to perform analysis of that data to identify and confirm suspicious activity and security incidents. The security orchestration and response capabilities can execute automations using playbooks on endpoints for response and remediation.
Threat Detection & Response Actions
Detecting Potential Threats
The Zscaler MDR detection process uses two primary classes of analytics:
Every piece of telemetry is tested to determine if it matches an indicator of compromise (IOC) that we’ve seen or heard adversaries use.
Behavioral detectors identify sequences of system activity that match techniques used by adversaries. These could be as simple as running PowerShell with an encoded command line or a highly complex chain of behavior over a long period of time. We map detectors to MITRE ATT&CK® techniques so you can quantify your detection coverage.
Unlike other security products, you do not need to define your own detection rules and indicators of compromise to get extremely effective results. From day one, you get the benefits of years of Zscaler MDR detection engineering.
The Analyzed Events dashboard gives you an immediate view into the potential threats Zscaler MDR is identifying in your organization using our threat intelligence and analytics. This page is where you’ll pivot into events if you want to learn more or check our work.
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Investigating Potential Threats
Threat hunting is performed by the Zscaler MDR CIRT to exclude the false positives you’re used to from other security products and services. Instead of the legacy approach of triaging alerts and forwarding them to you to deal with, Zscaler MDR handles everything up to the point of incident response (some teams call this “tier 1” and “tier 2”).
Threats in Zscaler MDR are classified as Unwanted Software, Suspicious Activity, or Malicious Software. Each threat contains the detail your team needs to assess the risk, which people and systems are affected, and the details of what happened.
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Responding to Threats
Reducing your time to response is one of our chief goals. Your time to respond is dependent on three activities:
How long it takes to detect and confirm a threat (Zscaler MDR does this for you).
How long it takes you to receive the threat and decide how you want to respond.
How long it takes you to respond.
When you start with the Zscaler MDR platform, the first automation you’ll enable is notifications about confirmed threats via email, phone, SMS, Slack, PagerDuty, etc..
After a few days or weeks, most teams establish their decision-making and response processes (steps 2 and 3) in configurable playbooks that are triggered automatically. Approval steps require manual intervention so you can check and approve each action before it is performed.
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The peak of automation maturity is removing the approval safeties and allowing playbooks on endpoints to run without intervention. This enables high-quality response and remediation to take place regardless of where an affected system is located or what time of day it is for your security team.
Linux EDR
Linux EDR is a Linux based EDR sensor which is deployed to physical, virtual, or cloud-based systems. Linux EDR monitors these systems and returns telemetry to Zscaler MDR. Telemetry from Linux EDR is then analyzed and investigated for threats through the normal process. Within the platform, users can search their Linux EDR telemetry, and manage deployed sensors.
Here's how Linux EDR strengthens your security posture:
Unmatched Visibility: Gain real-time insights into endpoint activity, user behavior, and system changes. Unmask hidden threats that may be lurking within your Linux infrastructure.
Advanced Threat Detection: Move beyond outdated signatures. Linux EDR utilizes behavioral analysis to identify suspicious activities, even novel malware that hasn't been seen before.
Active Remediation
Active Remediation is an annual subscription product that can be purchased as an add-on for Zscaler MDR for Endpoint subscriptions. Active Remediation provides hands-on-keyboard remediation support for Zscaler MDR managed endpoints.
How does Active Remediation Work?
Active Remediation utilizes endpoint sensor groups to perform remediation on Zscaler MDR managed endpoints for supported EDRs based on the subscription details outlined above. Please see Getting Started with Active Remediation for more information on how Active Remediation is configured.
Reporting on Your Performance
Every great security program continually improves over time, and Zscaler MDR is focused on helping you understand how you’re doing.
Unlike the typical pie-chart-filled dashboards, Zscaler MDR’s reporting library contains pre-built reports that are designed with help from your peers for inclusion in your executive and board presentations.
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Your Team at Zscaler MDR
Zscaler MDR is a part of your security team. We're here to ensure your organization can achieve its goals without disruption or distraction - whether by hunting in your environment, sharing threat intelligence, assisting with remediation, or providing security guidance to keep you protected.
Most teams engage with Threat Hunting in three ways:
Security Advice: A threat hunter can help you investigate activity, advise on responding to threats, and provide ad hoc security guidance.
Incident Support: If you’re undergoing an active security incident, Threat Hunting is on-call 24/7/365 to help provide investigation support and remediation guidance.
Proactive Outreach: If our CIRT identifies a critical threat requiring immediate action, we’ll proactively notify and advise your team.
Configure Access to Zscaler MDR
Configuring access to Zscaler MDR is a straightforward process. Explore the following sections for detailed insights into setting up your access controls effectively.
Complete Your Company Profile
Your company profile is where you define your security protocols to enable Zscaler MDR Threat Hunters to know your escalation contacts. This allows Threat Hunters to reach out to your team in extreme circumstances or regarding active threats identified in your environment.
Click your user icon at the top right of your Zscaler MDR portal, and then click Company Profile.

Edit any of the profile fields.
Click Save changes.
Invite Users to Zscaler MDR
Invite new users to your Zscaler MDR account and manage their access. Onboard your team quickly and efficiently to start leveraging the full capabilities of this comprehensive security platform.
Click your user icon at the top right of the navigation menu, and then click Users & Roles.
Enter the email address of the user that you want to invite.
Click Invite.
Assign one or more roles to the user by clicking the boxes next to each role. What if the user accepts the invite but receives a message that the invitation has expired?
Invitations expire after 48 hours. If the invited user does not accept the invitation during that window, the link will no longer be valid and you will need to resend the invitation.
Understand & Assign Roles
Set up your team with the roles they’ll need in Zscaler MDR. Roles grant users access to features and functionality in Zscaler MDR.
Click your user icon at the top right of your Zscaler MDR portal, and then click Users & Roles.
Assign one or more roles to the user by checking the boxes next to each role.
Set Up Single Sign-on
Using a single sign-on (SSO) provider is one of the best ways to improve the security of your Zscaler MDR users. Zscaler MDR supports Security Assertion Markup Language (SAML) identity providers for single sign-on.
Click your user icon at the top right of your Zscaler MDR portal, and then click Single Sign-On.
Follow the setup instructions for your identity provider.
Click Save.
Integrate with Zscaler MDR
Get the tools your team uses talking to Zscaler MDR.
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Review Supported Integrations
The Managed Detection and Response service included with your Zscaler MDR subscription can be integrated with a broad range of security products and expands the investigation capabilities of those supported alerts.
Determine which products you’d like to integrate with Zscaler MDR, and which ingest methods work best for your environment, by reviewing the supported integrations.
Integrate Your EDR/EPP to Zscaler MDR
Deploy endpoint agents and sensors to start collecting telemetry from your devices to allow Zscaler MDR to continuously monitor and protect your endpoints against ransomware, malware, and other threats.
In your EDR/EPP console, deploy agents/sensors to your endpoints.
Ensure all endpoints are checking in and sending telemetry to your console.
Work with your Technical Implementation Manager to integrate the EDR/EPP with Zscaler MDR using our comprehensive guides:
Integrate Your Cloud Control Plane
Zscaler MDR has got you covered, all across the cloud. Work with your Technical Implementation Manager to configure your cloud control planes to send telemetry to Zscaler MDR to provide that extra layer of protection across your environments.
Integrate Your Identities
See how Zscaler MDR’s 24×7 email, SaaS app, and identity threat detection and response helps you secure critical business data.
Add Third-Party Alert Sources to Zscaler MDR
Zscaler MDR ingests security data from multiple third-party security platforms spanning Endpoints, Networks, Identity, Cloud, and more. Adding supported security data sources to Zscaler MDR ensures that you’re getting the most out of your security products and Zscaler MDR.
Adding supported alert sources to Zscaler MDR is essential for getting the most out of your Zscaler MDR experience and your security products.
Take Action with Zscaler MDR
Zscaler MDR streamlines cybersecurity, empowering you to defend against evolving threats. Get insights, review threats, and automate workflows for quick and efficient responses.
Understand Endpoints
Once you’ve integrated your EDR/EPP platform, you can manage endpoints in Zscaler MDR.
Endpoints are the computing devices that are used throughout your organization. Software sensors deployed to those endpoints collect detailed telemetry about what is happening on those systems at the operating system level and transmit it to Zscaler MDR for analysis.
Your endpoints are the most critical assets to protect from adversaries because:
For most organizations, they are where important data resides or is accessed.
They are the systems that vulnerable users use every day.
The Zscaler MDR endpoints page allows you to filter your endpoints by many attributes, including several pre-built filters for common use cases, such as recently enrolled endpoints, isolated endpoints, and endpoints running end-of-life operating systems. Just click on the filter
Review Threats
Zscaler MDR gives you detailed breakdowns of threats in your security environment. Reviewing this information, and how it affects your alert sources, is a key step in securing your environment.
An event is an indicator of potentially threatening activity. Other security products can refer to events as alerts.
When Zscaler MDR detects a threat, it receives and logs a variety of information, such as the following:
The endpoints and identities that were involved
Any MITRE ATT&CK® techniques that were used
Analytics, threat intelligence, and alerts that led to the identification of the threat
An annotated timeline highlighting key endpoint activities involving the threat
Set Up Automations
Learn about and create automations to streamline and expedite threat response. Automation is essential to taking fast and consistent action when events occur in your organization. Zscaler MDR’s automation capabilities are designed to enable you to complete specific security tasks.
Triggers
Triggers describe when automation should begin. Triggers start with an event (such as When a threat is published or When an Endpoint status changes) and can be limited by conditions such as and Threat Severity is.... Each trigger can be linked to one or more playbooks, making both triggers and playbooks highly reusable.
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Playbooks
Playbooks are a group of actions you want to take to achieve a goal. Playbooks can range from the simple (“Email my security mailing list”) to the complex (“Notify an on-call phone tree, network isolate any affected endpoints, and begin remediation.”)
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Actions
An action is the specific action taken by the automation, whether sending an email, calling a phone, changing a firewall rule, or sending an alert to your security information and event management (SIEM). Zscaler MDR’s supported actions are constantly expanding as we enable new integrations.
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Optimize Your Zscaler MDR Experience
Enhance your Zscaler MDR experience to its full potential by actively engaging in essential actions: View reports to gain insights into your security landscape, set up file integrity monitoring, leverage intelligence insights to stay ahead of emerging threats, customize detection of unwanted applications, and disable threats.
View Reports
Reporting is an essential part of every security program, for the following reasons:
Security leaders need great reporting to understand whether their people, investments, and programs are delivering outcomes that properly improve their program.
Security leaders also need to be able to communicate the value of their investments and performance to their executive leadership.
Incident responders need to understand how quickly they are responding to and remediating threats affecting their environment.
The teams responsible for purchasing Zscaler MDR need to understand how much value is being provided and how Zscaler MDR is performing versus expectations.
Zscaler MDR’s Report Library is focused on giving you actionable information that you can use as quickly as possible.
Since most security teams provide reporting via slide decks, Zscaler MDR’s reports use the same format. Some teams will paste screenshots of these reports directly into their internal slide decks; others will use snippets of each report.
View various reports by clicking Reports in the navigation menu. Here, you have access to a report library where you can see summarized activities and statistics in graphical form that are ready to be added to any presentation or report.
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Set Up File Integrity Monitoring
Activity monitors provide a key advantage to security programs by identifying modifications to specific files or paths. These may be critical system files, paths containing valuable intellectual property, or files that must be tracked for regulatory or compliance purposes.
You can use activity monitors to observe file modifications and leverage detection engines that can pull double duty by identifying file modifications of interest.
This feature is not currently supported with Linux EDR.
Create a file modification activity monitor
You can create an activity monitor that identifies the creation, modification, or deletion of specific files on your endpoints. These monitors are dependent on the fidelity of file telemetry collected by your EDR/EPP sensor (not all sensors record file activity for all files).
From the navigation menu, click the Analytics dropdown, and then click File Activity Monitors.
Click New file activity monitor.
Configure your monitor by completing the form.
Note: You can specify either whole directories or individual files for each activity monitor
Click Save.
Understand Intelligence Insights
Zscaler MDR’s Intelligence Team researches and publishes Intelligence Insights to provide you with timely information about trending security threats and cybersecurity news.
Read about emerging trends and threats in cybersecurity by clicking Intelligence and then Insights in the navigation menu.
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There are two types of Intelligence Insights:
Monthly insights provide a retrospective look at top threats over the past month and any trends.
Ad hoc insights provide time-sensitive intelligence about threats on a specific topic.
You can filter for intelligence insights by an intelligence insight’s name or text found within the intelligence insight. The most recent threats will display along with the most important information from the note.
Customize Handling of Potentially Unwanted Programs (PUPs)
Zscaler MDR provides powerful tools to specify which potentially unwanted programs (PUPs) you’d like monitor. You can configure Zscaler MDR to only observe the execution of an unwanted software product instead of producing Unwanted Software threats.
There are three ways to customize detection:
Disable all threats for a product by adding Justification Notes that describe why the product is acceptable in your environment.
Choose to disable threats for a product under specific circumstances by using the Endpoint Tag, Hostname, or Username fields to specify situations where the product is acceptable in your environment.
Identify which applications should not trigger threats.