> 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-xdr-agent-ios-guide/8.1-agent-ios-guide/install-and-connect-cortex-xdr-agent-app-for-ios/prepare-for-installation-administrator-task.md).

# Prepare for Installation (Administrator Task)

Learn about the Administrator’s tasks required prior to installation of the Cortex XDR Agent app for iOS.

The Cortex XDR administrator prepares the installation package from Cortex XDR, and then sends a link with installation instructions to the endpoint iOS device user.

1. Create the agent installation package.

   1. From Cortex XDR, select Endpoints → **Agent Installations**.
   2. Click **Create** to create a new installation package.
   3. Enter a unique **Name** and an optional **Description** to identify the installation package.

      The package **Name** must be no more than 100 characters and can contain letters, numbers, hyphens, underscores, commas, and spaces.
   4. For **Package Type**, select **Standalone Installers**.
   5. For **Platform**, select **iOS**, and optionally, add a **Description**.
   6. Click **Create** to create the package.

   Cortex XDR prepares the installation package and makes it available on the **Agent Installations** page.
2. Prepare the information for the endpoint user.
   1. Prepare an email or text message for the endpoint user.
   2. From Endpoints → **Agent Installations**, when the status of the package shows **Completed**, right-click, and click **View Installation Links**.
   3. Click **Copy** to copy the link and registration code and paste it in the email message.

      For example:

      App Store download link: `https://apps.apple.com/app/cortex-xdr/id1635799053`

      Activation link:

      `https://distributions.traps.palotaltonetworks.com/operations/provision/ios/?distributionId=f91dd2af13894a57b1dbda8528XXXXXX`

      Registration code:

      f91dd2af13894a57b1dbda8528XXXXXX
3. Copy the following instructions to the email message, and send the email to the endpoint user.

   1. From your iOS device, open the download link for the Cortex XDR Agent app.

      <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>Note</h3><p>This link accesses the Cortex XDR Agent app in the App Store.</p></div>
   2. **Install** the Cortex XDR app.
   3. Enter the Distribution ID if it has not been prefilled, and enter your username.
   4. Select **Register Agent** to continue.
   5. Follow the Onboarding Wizard to confirm permissions and enable extensions as described in the following steps.
   6. From **Settings**, select Phone → **Call Blocking & Identification**.
   7. Enable **Cortex XDR**.
   8. Return to the **Phone** options, and select **SMS/Call Reporting**.
   9. Select **Cortex XDR**, and then tap **Enable**.
   10. Return to **Settings**, and select Messages → **Unknown & Spam**.
   11. For **Message Filtering**, enable **Filter Unknown Senders**.
   12. For **SMS Filtering**, select **Cortex XDR**, and then tap **Enable**.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>Note</h3><p>Manual startup of the Cortex XDR Agent app is required after every restart of the iOS device.</p></div>


---

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