Onboarding checklist - User Guide - 2 - Cortex XPANSE - Cortex - Security Operations

Cortex Xpanse Expander User Guide

Product
Cortex XPANSE
Version
2
Creation date
2024-08-29
Last date published
2024-11-12
Category
User Guide
Solution
Cloud

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

Step

Details

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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