Onboarding checklist for multi-tenant deployments

Use this checklist to deploy and onboard a Cortex XSOAR 8 SaaS multi-tenant or MSSP environment.

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

This checklist enables you to get up and running a multi-tenant deployment. After onboarding, you should configure Cortex XSOAR to suit your needs. For more information, see Configure Cortex XSOAR.

STEP	DETAILS	SEE MORE
Step 1. Activate Cortex XSOAR multi-tenant	Activate Cortex XSOAR in Cortex Gateway Enable access to Palo Alto Network resources	See topic
Step 2. Create a Child tenant	Create and activate a child tenant in Cortex Gateway.	See topic
Step 3. Allocate incident retention licenses	If you have incident retention licenses available, assign one or more incident retention licenses to the child tenant.	See topic
Step 4. Set up an engine (optional)	Use an engine for load balancing and proxies.	See topic
Step 5. Set up a remote repository (optional)	Set up a dev/prod environment using an in-built or private remote repository.	See topic
Step 6. Set up users and roles	Set up users, roles, user groups, and user authentication.	See topic
Step 7. Install and configure content	Install content packs and configure integrations for your use cases. Relevant for all environments.	See topic
Post-deployment	Configure user notifications and customize system emails. Configure security settings and system settings. Relevant for all environments.	See topic