Onboarding checklist

Review these steps to deploy and onboard Cortex Xpanse.

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

Step	Details	See More
Step 1: Activate Cortex Xpanse	Activate Cortex Xpanse in the Cortex Gateway Enable access to Palo Alto Network resources	Step 1: Activate Cortex Xpanse
Step 2: Set up users and roles	Set up users, roles, and user groups.	Step 2: Set up users and roles
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
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
Step 5: Begin asset validation and asset enrichment	Validate initial Xpanse-discovered assets. Begin tagging assets and planning inventory tag rules.	Step 5: Begin asset validation and asset enrichment
Step 6: Set up priority integrations	Set up collection integrations and outbound integrations.	Step 6: Configure priority integrations
Post-deployment steps	Set up server settings, security setting, and log forwarding and notifications.	Post-deployment steps