Cortex® XDR™ Pro Setup Overview

To set up Cortex® XDR™, you must activate the app and related apps and services.
Before you can use Cortex XDR for advanced detection and response, you must activate the Cortex XDR app and set up related apps and services.
You must perform the setup activities as shown in the following image. Some steps are required only if you have the corresponding license type.
  1. As part of your planning, ensure that you or the person who is activating Cortex apps has the appropriate roles.
  2. (
    Cortex XDR Pro per TB license only
    ) Deploy your Network Devices.
  3. (
    Optional
    ) Set Up Cloud Identity Engine (Formally Directory Sync Services (DSS))
    1. Activate and Set Up a Cloud Identity Engine Instance.
    2. Add the Cloud Identity Engine Instance to Cortex XDR.
  4. (
    Cortex XDR Pro per Endpoint only
    ) Set up Endpoint Protection.
    1. Plan your Cortex XDR agent deployment.
    2. Create Cortex XDR agent installation packages.
    3. Define endpoint groups.
    4. Deploy the Cortex XDR agent to your endpoints.
    5. Configure your endpoint security policy.
  5. (
    Cortex XDR Pro per TB license only
    ) Configure your Network Devices.
  6. (
    Cortex XDR Pro per TB license only
    ) Set up Network Analysis.
    1. Perform any remaining setup of your network sensors.
    2. Configure the internal networks that you want Cortex XDR to monitor.
    3. Verify that Cortex XDR is receiving alerts.
    4. If you set up a Directory Sync Service instance, enable Cortex XDR to use it.
    1. (
      Optional
      ) Integrate additional threat intelligence.
    2. After 24 hours, enable Cortex XDR Analytics Analysis.
      1. Configure Network Coverage.
      2. (
        Recommended
        ) Activate Pathfinder to interrogate endpoints that do not have the Cortex XDR agent installed.
    3. Define alert exclusions
    4. Prioritize incidents based on attributes by creating an incident starring policy.
    5. Import or configure rules for known BIOC and IOCs, and create any applicable Correlation Rules.
    6. (
      Optional
      ) Manage External Dynamic Lists- Requires a Cortex XDR Pro per TB license.
    • Integrate with Slack.
    • Integrate with a Syslog Server.
    • Integrate with Cortex XSOAR.
  7. (
    Optional
    ) Set up Managed Security.

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