> 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-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/onboarding-checklist.md).

# Onboarding checklist

We recommend that you review the following steps to successfully deploy and onboard Cortex XSOAR:

| Step                                  | Details                                                                              | See More                                                                                                                 |
| ------------------------------------- | ------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------ |
| Step 1: Install Cortex XSOAR          | Install Cortex XSOAR by downloading the image file from the Cortex Gateway.          | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/step-1.-install-cortex-xsoar.md)          |
| Step 2: Set up an engine              | Use an engine for load balancing and proxies.                                        | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/step-2.-set-up-an-engine.md)              |
| Step 3. Set up a remote repository    | Set up a dev/prod environment with a private remote repository.                      | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/step-3.-set-up-a-remote-repository.md)    |
| Step 4. Set up users & roles          | Configure users, roles, and user groups, and set up authentication.                  | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/step-4.-set-up-users-and-roles.md)        |
| Step 5. Install and configure content | Install content packs and configure integrations for your use case.                  | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/deployment-steps/step-5.-install-and-configure-content.md) |
| Post-deployment                       | Configure user notifications and customize system emails. Configure system settings. | [See topic](/cortex-xsoar-8-on-prem/8.12/onboard-cortex-xsoar/post-deployment.md)                                        |


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