Onboarding FortiEDR devices

FortiEDR devices cannot be onboarded at the same time as any other Fabric device. You must create a new onboarding request that includes only the FortiEDR.

To onboard FortiEDR devices:

1. Go to the SOCaaS portal welcome page.

2. In the Make New Service Request tile, click the Start Onboarding button to launch the New Onboarding wizard.
   

3. Complete the following onboarding steps in the wizard:

   1. (Optional) When you are using OUs, select the OU account for the device.
      

   2. Select the FortiEDR device to be onboarded.
      FortiEDR devices cannot be onboarded alongside any other Fabric device, and must be added after the initial FortiGate onboarding has been completed.
      

   3. On the Notes page, add the email address where you want to receive email notifications related to the onboarding process.

      You can also include special requests and/or instructions for the SOCaaS team in the Notes textbox. For example, if the FortiCare account you use for submitting the onboarding request does not meet all the following requirements, please provide an explanation in the Notes textbox so that the SOCaaS Onboarding team can validate.

      • The FortiCare account uses a valid business email address. Webmail addresses like Gmail or Hotmail are not accepted.

      • Registered business domain or website and business address information has been added to the FortiCare account. Residential addresses are not accepted.

      

   4. Review the details in the Summary page.

      Once all fields are completed, you can review the summary of your changes before submitting the onboarding request. Click each tab to view the details you provided in the previous steps. Click Back to return to a previous step in the Wizard.

      

   5. After the New Onboarding wizard is complete, a new service request with the Device Onboarding type is created. You can view the status and request details by going to Service Requests in the SOCaaS portal. See Service requests.