Prepare for Installation (Administrator Task) - Administrator Guide - 8.0 - Cortex XDR Agent - Cortex XDR - Advanced Endpoint Protection - Cortex - Security Operations

Create the agent installation package.

1. From Cortex XDR, select Endpoints → Agent Installations.

2. Create a new installation package.

3. Enter a unique Name and an optional Description to identify the installation package.

   The package Name must be no more than 100 characters and can contain letters, numbers, hyphens, underscores, commas, and spaces.

4. For Package Type, select Standalone Installers.

5. For Platform, select iOS, and optionally, add a Description.

6. Create the package.

Cortex XDR prepares the installation package and makes it available on the Agent Installations page.

Prepare the information for the endpoint user.

1. Prepare an email or text message for the endpoint user.

2. From Endpoints → Agent Installations, when the status of the package shows Completed, right-click, and click View Installation Links.

3. Copy the link and registration code and paste it in the email message.

   For example:

   App Store download link: https://apps.apple.com/app/cortex-xdr/id1635799053

   Activation link:

   https://distributions.traps.palotaltonetworks.com/operations/provision/ios/?distributionId=f91dd2af13894a57b1dbda8528XXXXXX

   Registration code:

   f91dd2af13894a57b1dbda8528XXXXXX

Copy the following instructions to the email message, and send the email to the endpoint user.

1. From your iOS device, open the download link for the Cortex XDR Agent app.

   Note

   This link accesses the Cortex XDR Agent app in the App Store.

2. Install the Cortex XDR app.

3. Enter the Distribution ID if it has not been prefilled, and enter your username.

4. Select Register Agent to continue.

5. Follow the Onboarding Wizard to confirm permissions and enabling extensions as described in the following steps.

6. From Settings, select Phone → Call Blocking & Identification.

7. Enable Cortex XDR.

8. Return to the Phone options, and select SMS/Call Reporting.

9. Select Cortex XDR, and then Enable it.

10. Return to Settings, and select Messages → Unknown & Spam.

11. For Message Filtering, enable Filter Unknown Senders.

12. For SMS Filtering, select Cortex XDR, and then Enable it.