> 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/post-deployment-steps/post-deployment-checklist.md).

# Post-deployment checklist

Start with the essential initial actions for post-deployment to get you up and running quickly. Continue with advanced actions, such as configuring relevant integrations and deploying an engine.

![post-deployment-agentix.png](/files/VdMx8uziRE1IpEiRmQYA)

**Post-deployment - initial actions**

The following table describes the post-deployment steps to get you up and running quickly.

| Action                  | Details                                                                                                                                                                                                                                                                                                                                                                                              | See More                                                                                                                              |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| Configure automations   | Review the different types of automations (playbooks and scripts) and apply automation rules to your use case.                                                                                                                                                                                                                                                                                       | [Create an automation rule](/cortex-agentix/configure-cortex-agentix/automations/create-an-automation-rule.md)                        |
| Review cases and issues | <p>Review the different types of automations (playbooks and scripts) and apply automation rules to your use case.</p><p>Review the different types of automations (playbooks and scripts) and apply automation rules to your use case.</p><p>Validate your workflow. Start with Widfire testing to confirm the security controls and sandbox integration are functional and working as expected.</p> | <p><a href="/pages/DK3WwnpsmkCGC1g9y59v">Investigate cases</a></p><p><a href="/pages/uq2MDdhMszxTVEczN4qR">Investigate issues</a></p> |

**Post-deployment - Advanced**

The following table describes the advanced post-deployment steps.

| Action                       | Details                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | See More                                                                                                                                               |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Set up relevant integrations | <p>Install essential content packs (for example, common security use cases or SOAR playbook) and configure relevant integrations, either from the Data Sources catalog or from Marketplace.</p><p>If your use case is not in the Data Sources catalog, you can install content from Marketplace. For example, if you require content packs such as Phishing and Malware, you need to download the pack from Marketplace and configure the integration. The Data Sources catalog includes the most used data sources to help you onboard.</p>                                              | [Install and configure content](/cortex-agentix/onboard-cortex-agentix/deployment-steps/install-and-configure-content.md)                              |
| Update users and roles       | Review and configure users, roles, and user groups as required. Each role extends specific privileges to users. The way you configure administrative access depends on your organization's security requirements. Use roles to assign specific access privileges to administrative user accounts.                                                                                                                                                                                                                                                                                         | [Set up users and roles](/cortex-agentix/onboard-cortex-agentix/post-deployment-steps/set-up-users-and-roles.md)                                       |
| Dashboards                   | Review and configure dashboards and ensure you can visualize activity from your active integrations.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | [About dashboards](/cortex-agentix/detect-investigate-and-respond-to-threats/monitor-dashboards-and-reports/overview-of-dashboards-and-reports.md)     |
| Server and security settings | <p>Customize and configure Cortex AgentiX for a more personalized user experience:</p><ul><li>Server settings, such as the timezone, the timestamp format, password protection, and custom logos for communication task emails.</li><li>Security settings, such as allowed domains, allowed sessions, and user expiration.</li></ul>                                                                                                                                                                                                                                                      | <p><a href="/pages/D5d0MKvLr2pPV6rBtKfi">Configure server settings</a></p><p><a href="/pages/fXPBb5gN93wDVS6hGcOk">Configure security settings</a></p> |
| Set up and deploy an engine  | <p>Deploy an engine if you have specific automation and feed integrations, scripts, or playbooks that execute actions or fetch data directly from resources within your internal network (for example, querying an on-prem Active Directory, isolating a machine via a local tool).</p><p>An engine is a proxy server application that is installed on a remote machine, enabling communication between the remote machine and the Cortex XSIAM tenant. You can run playbooks, scripts, commands, and integrations on the remote machine, and the results are returned to the tenant.</p> | [Set up an engine](/cortex-agentix/onboard-cortex-agentix/post-deployment-steps/set-up-an-engine.md)                                                   |
| Log forwarding               | Set up sending logs to an external service, such as a Slack channel or an email distribution list.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | [Log forwarding](/cortex-agentix/onboard-cortex-agentix/post-deployment-steps/log-forwarding.md)                                                       |


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