Checklist

Use the following checklist to verify that all general deployment and configuration tasks have been completed.

Task		Description
	Prepare the Environment	Review sizing and resource configuration Choose the deployment platform and specifications
	Deploy FortiSOAR	Deploy FortiSOAR Run the Configuration Wizard Activate license Apply a trial license (for development environments) Apply a production license Log in to FortiSOAR Set up a segmented network (optional)
	Configure Data Protection	Back up encryption keys Schedule data backups Configure HA clusters and set up DR
	Perform Initial configuration	Replace self-signed certificates(recommended) Configure the network proxy (recommended)
	Set up Users and RBAC	Add users, define teams, and assign roles and permissions
	Design the Incident Response Platform	Configure indicator extraction Setup enrichment and mitigation playbooks Configure data ingestion Design dashboards and reports Define notification rules
	Customize Playbooks and Solutions	Develop custom investigation playbooks Configure additional use cases
	Establish Operational Policies	Set up system monitoring Configure log purging Implement CI/CD pipelines Enable auditing and data archival