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FortiDLP Agent Deployment Guide

FortiDLP Agent manual deployment checklist

FortiDLP Agent manual deployment checklist

The following checklist outlines the recommended sequence of tasks for manually deploying the FortiDLP Agent.

For guidance when using a fleet management tool, such as Microsoft Group Policy Objects or Jamf, see Bulk deploy.

Deployment checklist
Stage Task
Prerequisites

1. Downloading the installation package from the Next DLP Support Portal or the FortiDLP Console's Agent deployment tab.

2. Allowing communication between the FortiDLP Agent and FortiDLP Cloud (cloud customers only).

3. Excluding FortiDLP Agent processes, directories, and files from antivirus scanning.

1 – Installing the FortiDLP Agent

4. Generating FortiDLP Agent enrollment tokens.

5. Depending on the operating system (OS):

2 – Enrolling the FortiDLP Agent

6. Depending on the OS:

Note

Windows devices can be enrolled during the installation process, as described in Installing the FortiDLP Agent on Windows.

3 – Enabling/disabling web monitoring

7. Depending on the OS:

Also refer to Creating Agent configuration groups.

4 – Enabling/disabling email monitoring

8. Depending on the OS:

Also refer to Creating Agent configuration groups.

FortiDLP Agent manual deployment checklist

FortiDLP Agent manual deployment checklist

The following checklist outlines the recommended sequence of tasks for manually deploying the FortiDLP Agent.

For guidance when using a fleet management tool, such as Microsoft Group Policy Objects or Jamf, see Bulk deploy.

Deployment checklist
Stage Task
Prerequisites

1. Downloading the installation package from the Next DLP Support Portal or the FortiDLP Console's Agent deployment tab.

2. Allowing communication between the FortiDLP Agent and FortiDLP Cloud (cloud customers only).

3. Excluding FortiDLP Agent processes, directories, and files from antivirus scanning.

1 – Installing the FortiDLP Agent

4. Generating FortiDLP Agent enrollment tokens.

5. Depending on the operating system (OS):

2 – Enrolling the FortiDLP Agent

6. Depending on the OS:

Note

Windows devices can be enrolled during the installation process, as described in Installing the FortiDLP Agent on Windows.

3 – Enabling/disabling web monitoring

7. Depending on the OS:

Also refer to Creating Agent configuration groups.

4 – Enabling/disabling email monitoring

8. Depending on the OS:

Also refer to Creating Agent configuration groups.