Getting started

The following is a high-level workflow of using FortiData:

1. Configure interface and DNS settings. See Network

2. Configure timeout and system time. See Settings.

3. Configure HTTPS server certificate. See Certificates.

4. Create users of with different access scope to FortiData. See User Management.

5. Configure data types and data classifiers to identify the data patterns to look for in files. See Content Insight.

6. Create a storage location to scan for sensitive date and labeling. See Storages.

7. Create discovery policies and scans to look for specific types of data in files in the target storage. See Discovery.

8. Configure email notifications for data issues using built-in email templates. See Notifications.

9. View aggregated scan results and reports in Dashboard and Logs & Reports.

10. View the security posture of your files in Analytics.