> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-agentix/onboard-cortex-agentix/deployment-steps/onboarding-checklist.md).
# Onboarding checklist
Onboarding Cortex AgentiX involves establishing core environments first, such as activating a tenant, assigning user roles, and configuring agents.
| Step | Details | See More |
| ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| 1. Activation and initial setup | - Activate Cortex AgentiX in Cortex Gateway
- Enable access to Palo Alto Networks resources
| [Activate Cortex AgentiX](/cortex-agentix/onboard-cortex-agentix/deployment-steps/activate-cortex-agentix.md) |
| 2. Set up users and roles | Assign initial administrator and analyst user roles, create user groups, and assign roles to those groups (recommended) to a limited number of users initially. You can update this later. | [Roles management](/cortex-agentix/configure-cortex-agentix/users-and-roles-management/roles-management.md) |
| 3: Configure content | Use the Data Sources Onboarding wizard to configure the priority content for your use cases that you want to ingest into Cortex AgentiX.
Configure/enable a key Threat Intelligence feed, such as the Unit 42 Intelligence feed, to enrich incoming issues. This ensures that as soon as a log/alert hits the Data Lake, it has the latest malicious context.
| [Install and configure content](/cortex-agentix/onboard-cortex-agentix/deployment-steps/install-and-configure-content.md) |
Your Cortex AgentiX tenant is now operational and is ingesting data.
---
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