How and when to initiate a Managed Service onboarding request

You can initiate a Managed Service onboarding request by following these steps.

To initiate a Managed Service onboarding request:

1. Log in to the FortiClient Services Portal.

   

2. Go to My Assets. Confirm that it lists your EMS serial number and respective service entitlement. The Managed Service Entitlement Status column shows Entitled. If this is not the case, confirm that you have registered your EMS and Managed Service contracts.

   

3. Go to Dashboard.
4. Click Start Onboarding.
5. From the Timezone dropdown list, select your timezone. Click Next.
6. Select the desired EMS instance. Click Next.
7. The following page displays a questionnaire regarding your desired EMS configuration. Answer the questions, then click Next.

   

8. The following page displays a questionnaire regarding which features to enable on your EMS instance. Answer the questions, then click Next.
9. The following page displays a summary of the information that you have provided. Review the summary, and, once satisfied, click Submit. In the Pending Service Request widget on the Dashboard, you can view that you have a pending customer onboarding request.

   

When to engage Managed Service?

Customers are encouraged to engage Managed Service services in the following scenarios:

Scenario	Description
During initial FortiClient Cloud configuration	Seek assistance from Managed Service experts during the initial setup and configuration of FortiClient Cloud.
Initial planning for FortiClient Cloud	Engage Managed Service early in the planning phase for deploying FortiClient Cloud to leverage expert guidance and best practices.
On-premise EMS to FortiClient Cloud migration	Managed Service can provide support and guidance during the migration process from on-premise EMS to FortiClient Cloud.
Post-deployment configuration review	Use Managed Service for reviewing and optimizing EMS configurations post-deployment to ensure optimal performance and security.
How-to questions	Reach out to Managed Service for clarifications, guidance, or assistance with any specific questions or challenges encountered during usage of FortiClient and EMS.