> 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-xsiam/configure-cortex-xsiam/configure-cortex-xsiam.md).

# Configure Cortex XSIAM

Plan Cortex XSIAM configuration for data, integrations, AI, automation, and operations.

Cortex XSIAM configuration connects your data, workflows, teams, and security operations.

Start after onboarding. Then configure the capabilities your operating model requires.

### Plan your configuration

Use this sequence to build a secure, maintainable deployment:

1. **Connect data and services.** Add data sources, collectors, connectors, and cloud accounts. Verify ingestion health before relying on detections.
2. **Set governance and operations.** Configure retention, access, content, and case workflows for your teams.
3. **Extend investigation and response.** Add automation, AI, engines, and repositories after establishing the foundation.

### Data and connectivity

* [Data management](/cortex-xsiam/configure-cortex-xsiam/data-management.md): Configure data tiers, retention, datasets, parsing, and data lifecycle rules.
* [Cortex XSIAM Data Sources and Connectors](/cortex-xsiam/configure-cortex-xsiam/cortex-xsiam-data-sources.md): Connect telemetry, cloud services, collectors, and third-party integrations.
* [Engines](/cortex-xsiam/configure-cortex-xsiam/engines.md): Install and manage engines for integrations and automations.
* [Marketplace](/cortex-xsiam/configure-cortex-xsiam/marketplace.md): Discover, install, and manage content packs.

### AI and automation

* [Configure the Cortex Agentic Assistant](/cortex-xsiam/configure-cortex-xsiam/configure-the-cortex-agentic-assistant-1.md): Configure agents, actions, knowledge sources, integrations, and access.
* [Cortex MCP server](/cortex-xsiam/configure-cortex-xsiam/cortex-mcp-server.md): Connect supported clients and create custom tools.
* [Automations](/cortex-xsiam/configure-cortex-xsiam/automations.md): Build playbooks, scripts, rules, quick actions, and autonomous responses.
* [Remote repository management](/cortex-xsiam/configure-cortex-xsiam/remote-repository-management.md): Manage content development and synchronization through remote repositories.

### Operations and governance

* [Customize cases and issues](/cortex-xsiam/configure-cortex-xsiam/customize-cases-and-issues.md): Adapt case workflows, fields, statuses, scoring, and service levels.
* [XQL query management](/cortex-xsiam/configure-cortex-xsiam/xql-query-management.md): Manage query limits, timeouts, and visibility.
* [Multi-Tenant](/cortex-xsiam/configure-cortex-xsiam/multi-tenant.md): Configure child tenants, licensing, and cross-tenant operations.
* [Managed Services configuration in Cortex](/cortex-xsiam/configure-cortex-xsiam/managed-services-configuration-in-cortex.md): Configure services delivered by Unit 42 Managed Services.


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