The 2026 InfoSec Playbook · Scenario playbooks

#14.1 Ransomware with Data Exfiltration

Playbook ID: PB-RANSOM | Default severity: SEV-1 (SEV-2 only when encryption is confined to one non-production segment and an immutable backup copy has been positively validated) | Owner: Incident Commander

#When to run this

Open this on: a ransom note or extortion email naming you; mass file-extension changes or a rename spike on a file server or hypervisor datastore; EDR detections for shadow-copy or backup destruction; your name on a leak site; backup jobs failing en masse or catalog entries vanishing; a hypervisor management plane locking out admins; or the actor contacting your executives, customers or a journalist.

Also open it on the quiet precursors, because by the time a note appears the decision window has closed: a helpdesk password reset or MFA re-enrolment you cannot attribute to the real employee, an infostealer hit on a corporate credential, or unexplained egress to cloud storage. Half of victims with previously leaked credentials were attacked within 95 days of the leak appearing (DBIR 2026).

Not for: payment fraud without encryption (14.2); a confirmed breach with no extortion demand (14.7); a compromise confined to the identity provider (14.4). Where initial access was an edge appliance or a Kubernetes cluster, run 14.12 or 14.10 in parallel — this playbook owns the extortion, that one owns the entry point.

#What you are dealing with

Ransomware and extortion appeared in 48% of confirmed breaches in the 2026 DBIR (SecurityWeek), and the brands rotate faster than your threat profile can: Q2 2026 leak-site claims hit 2,252 victims, with the top slot taken by a group that did not exist a year earlier (ReliaQuest). Build the response around behavior, not around a name.

Assume exfiltration happened first. Double extortion is the floor, not the differentiator — the live variable is whether they bother to encrypt. Coveware's payment rate for exfiltration-only cases fell to 15% (Coveware), while Sophos measured encryption success rising to 56% (Sophos). Both tracks are live, so triage must handle a case with no encrypted file anywhere and still call it SEV-1.

The change that should rewrite your playbook is what Mandiant calls recovery denial: operators now deliberately target backup infrastructure, identity services, virtualization management planes, AD CS certificate templates and hypervisor datastores — attacking your ability to recover, not just to operate (M-Trends 2026). Pair that with the entry path: 79% of ransomware attacks began with an identity-based approach, and 88% of encryption fired outside business hours (Sophos). Somebody logged in, walked to the backup console, and pressed delete at 3am on a Saturday. Nobody needed an exploit.

The mistake teams make is containing piecemeal. You find three encrypted hosts, isolate them, feel productive — and you have told the adversary you are awake while they still hold backdoors you never found. Mandiant's articulation is blunt: delay actions that directly disrupt the attacker until you can eradicate completely, then execute one remediation event (Aldridge, Black Hat 2012). Takeaway: plan the whole containment burst before firing any part of it. The one exception is live encryption — when files are being encrypted right now, isolate first and apologize to forensics later.

#Roles for this incident

RoleResponsibility in PB-RANSOM
Incident CommanderOwns the remediation-event plan and the isolate-now-or-scope call. No technical work; names a deputy at declaration.
Operations LeadScoping, containment burst, eradication. Owns the identity containment sequence.
Communications LeadInternal cascade, holding statement, customer notification, leak-site monitoring.
ScribeContemporaneous UTC timeline, recorded off the affected estate.
Legal LiaisonRetains outside counsel (counsel then retains forensics). Owns notification clocks, the OFAC gate, privilege.
Executive SponsorSole authority to stop a business service, authorize enterprise-wide disconnect, or authorize/refuse payment.
Recovery LeadClean room, backup validation, identity-first restore. Never also Operations Lead — the jobs compete for the same hours.

Two markers in the tables. TIP-OFF — observable by the adversary; hold for the remediation event. EVIDENCE — degrades evidence; the preceding capture step must be complete first.

#Phase 1 — Detection and Triage

Export before you contain. Entra keeps sign-in and audit data for 7 days on Free, 30 on P1/P2 (Microsoft), holds are not retroactive, and no license upgrade recovers what already expired.

#ActionWhoDone whenEvidence to capture
1.1Declare. Open a bridge and chat that do not authenticate against the production IdP; issue the printed contact list.ICBridge open, deputy named, Scribe recordingDeclaration time (UTC), roster, channel
1.2Recover a ransom note and the encrypted-file extension. Log the claimed brand, leak-site address, demand and deadline as stated.Ops LeadNote preserved and hashedNote + SHA-256, screenshots, extension, actor channel
1.3Export Entra sign-in and audit logs; place the Purview eDiscovery hold; start the CloudTrail Lake query; apply S3 Object Lock legal hold to the evidence bucket.Legal + OpsExports complete, hold IDs recordedJob and hold IDs, hashes, collection times (RFC 3227)
1.4Retrieve the pre-defined critical asset list — assets essential to health, safety, revenue or operations (CISA).ICRestoration priority order agreedThe list as used, version date
1.5Verify backup state, not policy: aws backup describe-backup-vault must return "Locked": true; an Azure vault must read Locked, not Enabled. Confirm the backup console does not use the production IdP.Recovery LeadWritten verdict: clean copy exists, or does notDescribeBackupVault output, lock date, last tested restore
1.6Check the four recovery-denial targets: DC health, AD CS template changes, hypervisor management-plane logins, backup catalog deletions in the last 30 days.Ops LeadAll four assessed and recordedChange/deletion records with actor principal and times
1.7Scope exfiltration: egress anomalies to cloud storage; GuardDuty Exfiltration:IAMUser/AnomalousBehavior; MailItemsAccessed with unfamiliar ClientInfoString or SessionID.Ops LeadVolume, destination, data classes estimated with confidenceFlow/proxy records, finding IDs, mailbox extracts (IsThrottled checked)
1.8Find the identity foothold: helpdesk resets and MFA re-enrolments in window, Get-MgRiskyUser -Filter "RiskLevel eq 'high'", unexplained RMM tooling.Ops LeadInitial-access hypothesis with named accountsTicket IDs, sign-in extracts, risky-user output, RMM install principal
1.9Set severity, brief the Executive Sponsor, have Legal engage outside counsel — who then retains forensics, scoped to legal advice.IC + LegalCounsel engaged, insurer notifiedSeverity rationale, engagement date, carrier notification time

For 1.7 and 1.8, CISA names Snowflake, MEGA.NZ and S3 as DragonForce exfiltration destinations, and TeamViewer, Splashtop, AnyDesk, Tailscale and Ngrok as persistence tooling — while noting that their presence alone is not malicious (AA23-320A).

#Phase 2 — Containment

#ActionWhoDone whenEvidence to capture
2.1Build the remediation event as one plan covering every host, identity, token and network path. Nothing in 2.4–2.9 fires until the IC releases it.ICPlan sequenced, owner named per stepThe plan, release time, approver
2.2Exception: if encryption is actively spreading, isolate that segment now, without waiting for 2.1. EVIDENCEOps LeadSpread haltedFirst/last encryption times, segments isolated, evidence forgone
2.3Capture memory and triage artefacts on patient zero and the first two lateral hosts: WinPmem or AVML, MDE Collect investigation package, KAPE or Velociraptor.Ops LeadImages hashed, in the evidence storeImages + hashes, CollectionSummaryReport.xls, collector version, operator, UTC times
2.4Isolate endpoints, using selective isolation where PAC/WPAD proxies are in play. TIP-OFFOps LeadAll in-scope hosts isolated, confirmed in Action centerAction IDs, per-device times, failures and reasons
2.5Block actor infrastructure at egress. In AWS use NACLs for live C2; isolate an instance with aws ec2 modify-instance-attribute --instance-id <id> --groups sg-isolation. TIP-OFFOps LeadEgress blocked, verified by testChange IDs, blocked destinations, verification captures
2.6Contain identities in one burst. Hybrid on-prem first: Disable-ADAccount, then Set-ADAccountPassword -Reset twice; then Revoke-MgUserSignInSession -UserId <id> and Update-MgUser -UserId <id> -AccountEnabled:$false. TIP-OFFOps LeadAll named principals contained in one windowCommand transcripts, principal list, completion times
2.7Remove OAuth grants separately: inventory, then Remove-MgOauth2PermissionGrant and Remove-MgServicePrincipalAppRoleAssignment.Ops LeadNo in-window AllPrincipals grants remain to non-Microsoft appsGrant inventory before/after, removal transcripts
2.8Move backup administration to out-of-band credentials, sever the routed path to production, confirm no deletion job can run.Recovery LeadBackup plane reachable only out-of-bandCredential rotation record, network change ID, job schedule state
2.9Contain the cloud control plane from outside it: aws organizations attach-policy --policy-id <p-id> --target-id <account-or-ou> from the management account. Revoke role sessions and change permissions. TIP-OFFOps LeadSCP attached, sessions revoked, deny appliedPolicy IDs, attach times, CloudTrail records of the containment
2.10Verify by observation: no new token issuance, sign-ins, API calls or encryption. On any new indicator, return to analysis and re-scope.ICTwo consecutive clean observation windowsQueries proving absence, window start/end

Three constraints shape this phase. MDE Isolate device auto-lifts after seven days, retries an offline device for only three, and can strand a proxied device — hence selective isolation in 2.4 (Microsoft). Changing an AWS security group does not terminate established connections, hence NACLs in 2.5 (AWS). And 2.7 stands apart from 2.6 because Microsoft states plainly that password resets and MFA are not effective against consented apps, which are external to your organization (Microsoft).

#Phase 3 — Eradication

#ActionWhoDone whenEvidence to capture
3.1Gate check: all persistent access accounted for, activity sufficiently contained, all evidence collected.ICAll three answered yes in writingGate record, name and time
3.2Confirm root cause and initial access vector. If a vulnerability was exploited, run Chapter 10's process concurrently.Ops LeadVector named with evidence, not inferredLog evidence for the vector, patch/config change IDs
3.3Enterprise credential reset, Tier 0 first: Domain, Enterprise and Schema Admins, Server and Account Operators.Ops LeadTier 0 complete before Tier 1 startsCompletion list by tier with times
3.4Reset krbtgt twice, at least 10 hours apart. Replace all gMSA passwords; reset trust passwords.Ops LeadBoth resets done, replication confirmed between themReset timestamps, replication output, gMSA list
3.5Rotate every non-human identity: service principals, app registrations, CI publishing tokens, projected Kubernetes service-account tokens, IAM keys (aws iam update-access-key --status Inactive first, replacement second).Ops LeadAll in-scope non-human credentials rotatedInventory before/after, rotation transcripts
3.6Diff AD CS certificate templates for attacker modification; revoke certificates issued during the intrusion window.Ops LeadTemplates diffed, in-window certificates revokedTemplate change history, revocation list with serials
3.7Rebuild, do not clean. Reimage from gold sources; rebuild hardware where a rootkit is involved. EVIDENCEOps LeadAll in-scope hosts rebuilt from known-good imagesImage version and hash, per-host rebuild record
3.8Sweep persistence estate-wide: unauthorized RMM installs, scheduled tasks, services, autoruns, mail forwarding, attacker-registered MFA methods.Ops LeadEach category swept estate-wideSweep queries and results, removals with times
3.9Keep hunting after eradication. New activity → contain and return to analysis until true scope and vector are identified.ICMonitoring window elapsed, no new activityWindow definition, hunt outputs, negative results

krbtgt holds a two-password history, so one reset leaves the pre-incident key valid; CISA sets the interval at at least 10 hours so the first replicates (CM0050). And a certificate issued to an attacker survives every reset in 3.3 and 3.4 — which is why 3.6 is not optional.

#Phase 4 — Recovery

Identity first, in isolation, or nothing you restore afterwards can be trusted. Microsoft's forest recovery guidance is the authoritative sequence and requires the target DC not be connected to production (Microsoft).

#ActionWhoDone whenEvidence to capture
4.1Stand up the clean room: separate infrastructure, credentials that are not the production IdP, no routed path to production until validation passes.Recovery LeadBuilt and verified isolatedDiagram, credential source, isolation test result
4.2Restore the forest root before any child domain, one writeable DC per domain, network adapter detached.Recovery LeadFirst forest-root DC restored, verified offlineBackup set and date, restore log, verification output
4.3Nonauthoritative restore of AD DS with authoritative restore of SYSVOL — the SYSVOL authoritative restore only on the first forest-root DC.Recovery LeadRestore verified undamaged; if not, repeat with another backupRestore type per DC, verification results, backups tried
4.4Before adding DCs: seize all FSMO roles, run metadata cleanup for every writeable DC not being restored, raise the available RID pool by 100,000, reset the DC computer account password twice.Recovery LeadAll four complete and loggedSeizure output, cleanup records, RID pool before/after, event 16650/16648
4.5Validate replication (repadmin /replsum, DCDiag /v, Nltest /DCList:<domain>), add the global catalog, watch for event 1119, then back up every restored DC.Recovery LeadReplication healthy, fresh backups takenCommand outputs, event 1119, new backup IDs
4.6Restore the rest in dependency order: DNS/DHCP/PKI/NTP → secrets infrastructure → core file and database services → applications → user data → endpoints.Recovery LeadEach tier validated before the next startsPer-tier completion and validation records
4.7Within each tier, restore in critical asset list order, and scan every dataset in the clean room for remnants, persistence and misconfiguration before promotion.Recovery LeadEvery promoted system has a passing clean-room scanTool, version, result, operator per system
4.8Never restore a backup taken after the confirmed intrusion start without clean-room validation. Where the start date is uncertain, take the earliest backup meeting business need and validate it anyway.Recovery Lead + ICSelection decision recorded with rationaleBackup date vs. intrusion start, validation result
4.9Reconnect under enhanced monitoring; commission an independent test or review of compromise and response activity.ICIndependent review complete, no adversary activityReview scope and findings, monitoring configuration

The RID pool step in 4.4 is the one people cut for time. Skip it and principals created after recovery can be issued SIDs identical to pre-backup principals, inheriting their access rights — a permissions failure you will not find for months.

#Phase 5 — Post-Incident

#ActionWhoDone whenEvidence to capture
5.1Blameless hotwash within 10 business days: root-cause elimination, infrastructure gaps, policy gaps, and whether roles and authority were clear.ICFindings logged with owners and datesNotes, findings register with IDs
5.2Convert detection gaps into detections documented with the ADS nine sections, including Blind Spots and Validation (Palantir ADS).Ops LeadEach gap has a merged, enabled, validated detectionRule IDs, validation dates and results
5.3Emulate the observed TTPs to prove the new detections fire, deconflicted with the blue team beforehand.Ops LeadEmulation run, detections confirmed firingPlan, deconfliction record, results
5.4Monitor the leak site and actor channels for at least six months, whether or not you paid.Comms LeadMonitoring live, named owner and cadenceConfiguration, review log
5.5Close out notification with counsel: obligations triggered, when each clock started, what was filed, what remains open.Legal LiaisonRegister complete and signed offNotification register, filing confirmations
5.6Publish the two numbers that measure this scenario: measured RTO of the identity-first restore, and detection-to-containment time.ICBoth measured and reported against planTimeline extract, calculations, comparison to tabletop
5.7Close the evidence chain: final hashes, custody transfers, retention period, hold release date or extension.Scribe + LegalChain of custody complete per RFC 3227Custody log, hash manifest, retention decision
5.8Update this playbook, the critical asset list and the restore runbooks, then schedule the restore test that proves the fix.ICVersion incremented, test bookedDiff, version date, test booking

Publication lags badly: one group ran an 11-month private extortion period before its leak-site debut (ReliaQuest). Six months of monitoring is a floor. And a finding without a re-test is a wish.

#Decision points

#Communications and notification triggers

Chapter 15 holds the full matrix. Two things are specific to this scenario: the payment starts its own clock, and the adversary is also communicating.

Personal data in the exfiltrated set starts the GDPR/UK GDPR 72-hour clock from awareness, plus the state, sector and contractual clocks in Chapter 15. SEC Item 1.05 runs from the materiality determination, not from discovery. Contractual clocks — BAAs, customer MSAs, insurance notice — are usually the ones you actually miss.

Give accurate impact information, avoid hyperbole, and avoid anything you may have to retract; "no known impact on personal data" is the sentence that ages badly (NCSC). Staff see external statements before the public does. And expect the adversary to keep talking: triple extortion adds DDoS, outreach to your customers and journalists, and regulatory weaponization — one group filed an SEC complaint against its own victim for failing to disclose the breach that group had caused. Draft the holding statement before you need it.

#Automation notes

Automate where the action gathers rather than changes: evidence collection, enrichment, correlation, timeline assembly. Step 1.3 is the strongest candidate here — a log export racing a 7-day retention window is a race a human loses at 3am, and it is entirely reversible.

Gate everything whose blast radius scales with a false positive. Auto-isolating one workstation is defensible with a pre-agreed critical-asset exclusion list; auto-isolating a domain controller, hypervisor host or backup server is not. Quarantine SCPs, OIDC provider deletion and enterprise password resets are approval-gated by construction.

The rule: automation may gather, enrich, correlate and recommend without approval; it may act only where the action is reversible, scoped and rate-limited; anything irreversible or organization-wide needs a named human approver, and every automated action carries the evidence that justified it. The two documented AI-triage failure modes are overconfident closure on weak proof and hallucinated detail in investigation narratives. In a timeline a regulator will read, an invented detail is worse than a gap.

#Pitfalls

This is one of the fourteen scenario playbooks in The 2026 InfoSec Playbook, a free field manual by Daniel Ramos. Written so somebody who has never read the book can pick it up mid-incident and run it. See all fourteen. Free, in full, no email wall.