Learn how to activate Cortex XSOAR from the Cortex Gateway.
Before setting up Cortex XSOAR, you need to activate the Cortex XSOAR tenant in the Cortex Gateway.
The Cortex Gateway allows you to do the following:
Activate new tenants.
View and manage existing tenants and tenants available for activation that are allocated to your Customer Support Portal (CSP) account.
The Cortex Gateway displays tenants Available for Activation and Available Tenants.
In the Available for Activation section, you can view all the tenants allocated to your CSP account that are ready for activation. You can review the tenant details, such as the license type, purchase date, number of users, etc.
The Available Tenants section lists tenants that have already been activated.
Activating a Cortex XSOAR tenant is a one-time task you’ll need to perform before using Cortex XSOAR. You only need to repeat the activation if you want to add additional tenants.
Sign in to the Cortex Gateway.
Note
To activate a tenant, ensure that you have one of the following roles assigned:
CSP role
You must have the Super User role in your existing CSP administrator accounts. This role cannot be removed or changed through the Cortex Gateway.
Cortex role
You must have the Account Admin role.
As a first user with CSP Super User permissions to access the Cortex Gateway, you are automatically granted Account Admin permissions to the Cortex Gateway. You can also add Account Admin users as required.
With these role permissions, you can activate Cortex XSOAR tenants, create new roles, and assign permissions to users allocated to your tenant.
In the Available for Activation section, locate the tenant you want to activate according to the serial number and Activate as SAAS.
If you want to install On-prem instead, download the install package. For more information, see Cortex XSOAR installation.
Note
Once activated, the tenant will be associated with the account and cannot be moved.
In the Activate XSOAR 8 dialog box, select Start Fresh.
If you are migrating from Cortex XSOAR 6, select Migrate your tenant. When activated, this option starts the migration process. For more information, see Migrate from Cortex XSOAR 6 to Cortex XSOAR 8 Cloud (using the Wizard).
Define the following tenant details:
Tenant Name: Give the Cortex XSOAR tenant an easily-recognizable name.
Choose a name that is 59 or fewer characters and is unique across your company account.
Region: Select the region in which you want to set up the Cortex XSOAR tenant.
Tenant Subdomain: Give your Cortex XSOAR instance an easy-to-recognize name that is used to access the tenant directly using the full URL.
(
https://<subdomain>.crtx.<region>.paloaltonetworks.com).Note
This is a public FQDN, so be careful with sensitive information, such as the company name.
Review and agree to the terms and conditions of the Privacy policy, Terms of Use, EULA, and then Activate your tenant.
Note
Activation can take about an hour and does not require that you remain on the activation page. Cortex XSOAR sends a notification to your email when the process is complete.
After activation, from the Cortex Gateway, in the Available Tenants when hovering over the activated tenant, do the following:
Ensure that you can successfully access the tenant by clicking the Cortex XSOAR tenant name (when the tenant is active).
In the dialog box, view the tenant status, region, serial number, and license details.
Subject to your license, set up your development tenant by clicking Activate Dev Tenant. You need to define the development tenant name, region, and subdomain. Once activated, you need to set up the content repository. For more information, see Set up a Remote Repository.