> 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-xpanse/onboard-and-configure-cortex-xpanse/onboarding-checklist.md).

# Onboarding checklist

We recommend that you review the following steps to deploy and onboard Cortex Xpanse.

| Step                                                | Details                                                                                                                            | See More                                                                                                                                                                      |
| --------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Step 1: Activate Cortex Xpanse                      | <ul><li>Activate Cortex Xpanse in the Cortex Gateway</li><li>Enable access to Palo Alto Network resources</li></ul>                | [Step 1: Activate Cortex Xpanse](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-1-activate-cortex-xpanse.md)                                                         |
| Step 2: Set up users and roles                      | Set up users, roles, and user groups.                                                                                              | [Step 2: Set up users and roles](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-2-set-up-users-and-roles.md)                                                         |
| Step 3: Configure user authentication               | Set up authentication through the Customer Support Portal or authentication using SAML single-sign on in the Cortex Xpanse tenant. | [Step 3: Set up authentication](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-3-set-up-authentication.md)                                                           |
| Step 4: Provide seed data                           | Share seed data with customer success so Cortex Xpanse can create your enhanced production map.                                    | [Step 4: Provide seed data for your enhanced production map](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-4-provide-seed-data-for-your-enhanced-production-map.md) |
| Step 5: Begin asset validation and asset enrichment | <ul><li>Validate initial Xpanse-discovered assets.</li><li>Begin tagging assets and planning inventory tag rules.</li></ul>        | [Step 5: Begin asset validation and asset enrichment](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-5-begin-asset-validation-and-asset-enrichment.md)               |
| Step 6: Set up priority integrations                | Set up collection integrations and outbound integrations.                                                                          | [Step 6: Configure priority integrations](/cortex-xpanse/onboard-and-configure-cortex-xpanse/step-6-configure-priority-integrations.md)                                       |
| Post-deployment steps                               | Set up server settings, security setting, and log forwarding and notifications.                                                    | [Post-deployment steps](/cortex-xpanse/onboard-and-configure-cortex-xpanse/post-deployment-steps.md)                                                                          |


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