> 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/plan-and-prepare-your-deployment.md).

# Plan and prepare your deployment

Plan your Cortex AgentiX deployment by selecting a region, data sources, agents, licensing, and access controls.

Before you start your Cortex AgentiX deployment, consider the following:

| Action                           | Details                                                                                                                                                                                                                                                                                                                                                                             | See More                                                                                                                                                |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Determine the deployment region  | Determine the region you want to host Cortex AgentiX and any associated services.                                                                                                                                                                                                                                                                                                   | [Cortex AgentiX supported regions](/cortex-agentix/onboard-cortex-agentix/deployment-steps/activate-cortex-agentix/cortex-agentix-supported-regions.md) |
| Review your license and add-ons  | Review your Cortex AgentiX license and consider the addons for your use case, such as Threat Intel Management.                                                                                                                                                                                                                                                                      | [Understand licensing](/cortex-agentix/learn-about-cortex-agentix/understand-cortex-agentix-licenses.md)                                                |
| Consider the data sources to use | <p>Consider the data sources you want to ingest initially.</p><p>In Cortex AgentiX content is organized into content packs, which are either downloaded from the Data Sources catalog or from Marketplace. Start planning what content you require.</p><p>Review the steps you need to take in your day-to-day SOC operations, and the required third-party tools/applications.</p> | [Install and configure content](/cortex-agentix/onboard-cortex-agentix/deployment-steps/install-and-configure-content.md)                               |
| Consider the agents to use       | <p>Consider which agents you require? Review the system agents. Download related content packs, if needed, to make system actions available for system agents.</p><p>Consider whether to create new custom agents and what actions they would perform.</p>                                                                                                                          | [Manage Cortex AgentiX agents](/cortex-agentix/learn-about-cortex-agentix/agentic-ai-in-cortex-agentix/manage-cortex-agentix-agents.md)                 |
| Consider roles and permissions   | Review and plan roles using Role-Based Access Control (RBAC) for your security operations team. Consider user groups and start with the default roles.                                                                                                                                                                                                                              | [Set up users and roles](/cortex-agentix/onboard-cortex-agentix/post-deployment-steps/set-up-users-and-roles.md)                                        |


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