Learn how to activate your Cortex XSOARtenant.
To activate a Cortex XSOAR tenant, you need to log into Cortex Gateway, which is a centralized portal for activating and managing tenants, users, roles, and user groups. After activating the tenant you can then access the tenant. You must repeat this task for each tenant if you have multiple tenants. The activation process includes accessing the Cortex Gateway, activating the tenant, and then accessing the tenant.
Before you begin, ensure that you have the following:
The Cortex XSOAR activation email.
A Customer Support Portal (CSP) account.
You need to set up your CSP account. For more information, see How to Create Your CSP User Account.
When you create a CSP account you can set up two-factor authentication (2FA) to log into the CSP, by using an Email, Okta Verfiy, or Google Authenticator (non-FedRAMP accounts). For more information, see How to Enable a Third Party IdP.
You have one of the following roles assigned:
Role
Description
CSP role
The Super User role is assigned to your CSP account. The user who creates the CSP account is granted the Super User role.
Cortex role
You must have the Account Admin role.
If you are the first user to access Cortex Gateway with the CSP Super User role, you are automatically granted Account Admin permissions for the Cortex Gateway. You can also add Account Admin users as required.
In the Cortex Gateway, you can activate new tenants, access existing tenants, and create and manage role-based access control (RBAC) for all of your tenants.
Log into Cortex Gateway.
You can also access the link from the activation email.
Enter your username and password or multi-factor authentication (if set up) by using your CSP account credentials to sign in.
After you are signed in, you can view the following:
If you are a CSP Account Admin, you can see tenants allocated to your CSP account and ready for activation. After activation, you cannot move your tenant to a different CSP account.
Tenant details such as license type, status, and serial number.
Tenants that were activated and are now available. If you have more than one CSP account, the tenants are displayed according to the CSP account name.
In the Available for Activation section, use the serial number to locate the tenant that needs activation, and then click Activate as SAAS.
If you want to install On-prem instead, download the install package. For more information, see Cortex XSOAR installation.
Note
When you activate, a production tenant is first activated. After activation, you can set up a development tenant (subject to your license).
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 pre-migration and migration wizard.
On the Tenant Activation page, define the following:
Parameter
Description
Tenant Name
Enter the name of the tenant. Use a unique name across your company account up to 59 characters long.
Region
Geographic location where your tenant will be hosted. For more information about supported regions, see Supported host regions.
Tenant Subdomain
DNS record associated with your tenant. Enter a name that will be used to access the tenant directly using the full URL:
https://<subdomain>crtx.<region>.paloaltonetworks.comReview and agree to the terms and conditions of the Privacy policy, Terms of Use, and 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.
When the tenant is active, ensure you can access the tenant by clicking the Cortex XSOAR tenant name.
When hovering over the activated tenant, you can see the tenant's status, region, serial number, and license details.
Note
If you want to change your tenant's name and domain name, on the right-hand side, click the ellipsis.
Subject to your license, activate your development tenant.
Hover over the activated tenant, and on the right-hand side, click the ellipsis and then click Activate Dev Tenant.
Define the development tenant name, region, and subdomain.
After the development tenant is activated, you can set up the content repository. For more information, see Set up a content repository.
Enable access to Palo Alto Network resources in your firewall. See Enable access to Palo Alto Networks resources.