Connecting to the web UI or CLI

To configure, maintain, and administer the FortiMail unit, you can connect to the unit using one of the following three methods:

using the web UI, a graphical user interface (GUI), from within a current web browser (see Connecting to the FortiMail web UI for the first time)
using the command line interface (CLI), a command line interface similar to DOS or UNIX commands, from a Secure Shell (SSH) or Telnet terminal (see Connecting to the FortiMail CLI for the first time)
using the front panel’s LCD display and control buttons available on some models (see Using the front panel’s control buttons and LCD display).

Connecting to the FortiMail web UI for the first time

To use the web UI for the initial setup, you must have:

a computer with an Ethernet port
a supported web browser. For information about supported browser versions, see the release notes for your release.
a crossover Ethernet cable

Default settings for connecting to the web UI

Network Interface	port1
URL	https://192.168.1.99/admin
Administrator Account	admin
Password	(none)

To connect to the web UI

Configure the management computer to be on the same subnet as the port 1 interface of the FortiMail unit.

For example, in Microsoft Windows 7, from the Windows Start menu, go to Control Panel > Network and Sharing Center > Change Adapter Settings > Local Area Connection Properties > Internet Protocol Version 4 (TCP/IPv4) Properties and change the management computer IP address to 192.168.1.2 and the netmask to 255.255.255.0.

Using the Ethernet cable, connect your computer’s Ethernet port to the FortiMail unit’s port1.
Start your web browser and enter the URLhttps://192.168.1.99/admin (Remember to include the “s” in https:// and “/admin” at the end of the URL).

If you are connecting to FortiMail-VM with a trial license or to a LENC version of FortiMail, you may not be able to see the logon page due to an SSL cipher error during the connection. In this case, you must configure your browser to accept low encryption.
For example, in Mozilla Firefox, if you receive this error message:
ssl_error_no_cypher_overlapyou may need to enter about:config in the URL bar, then set
security.ssl3.rsa.rc4_40_md5 to true.

To support HTTPS authentication, the FortiMail unit ships with a self-signed security certificate, which it presents to clients whenever they initiate an HTTPS connection to the FortiMail unit. When you connect, depending on your web browser and prior access of the FortiMail unit, your browser might display two security warnings related to this certificate:

The certificate is not automatically trusted because it is self-signed, rather than being signed by a valid certificate authority (CA). Self-signed certificates cannot be verified with a proper CA, and therefore might be fraudulent. You must manually indicate whether or not to trust the certificate
The certificate might belong to another web site. The common name (CN) field in the certificate, which usually contains the host name of the web site, does not exactly match the URL you requested. This could indicate server identity theft, but could also simply indicate that the certificate contains a domain name while you have entered an IP address. You must manually indicate whether this mismatch is normal or not.

Both warnings are normal for the default certificate.

Verify and accept the certificate, either permanently (the web browser will not display the self-signing warning again) or temporarily. You cannot log in until you accept the certificate.

For details on accepting the certificate, see the documentation for your web browser.

The Login dialog appears.

In the Name field, type admin, then select Login. (In its default state, there is no password for this account.)

Login credentials entered are encrypted before they are sent to the FortiMail unit. If your login is successful, the web UI appears.

Connecting to the FortiMail CLI for the first time

For the initial configuration, you can access the CLI from your management computer using one fo the following two methods:

Locally — Connect your computer directly to the FortiMail unit’s console port.
Through the network — Connect your computer through any network attached to one of the FortiMail unit’s network ports. The network interface must have enabled Telnet or SSH administrative access if you will connect using an SSH/Telnet client, or HTTP/HTTPS administrative access if you will connect using the CLI Console widget in the web-based manager.

Local access is required in some cases.

If you are installing your FortiMail unit for the first time and it is not yet configured to connect to your network, unless you reconfigure your computer’s network settings for a peer connection, you may only be able to connect to the CLI using a local serial console connection.
Restoring the firmware utilizes a boot interrupt. Network access to the CLI is not available until after the boot process has completed, and therefore local CLI access is the only viable option.

This section includes:

Local console connection and initial configuration
Enabling access to the CLI through the network (SSH or Telnet)
Connecting to the CLI using SSH
Connecting to the CLI using Telnet
Logging out from the CLI console

Local console connection and initial configuration

Local console connections to the CLI are formed by directly connecting your management computer or console to the FortiMail unit, using its DB-9 or RJ-45 console port.

Requirements

a computer with an available serial communications (COM) port
the console cable included in your FortiMail package
a terminal emulation software such as PuTTY

The following procedure describes connection using PuTTY software; steps may vary with other terminal emulators.

To connect to the CLI using a local serial console connection

Using the console cable, connect the FortiMail unit’s console port to the serial communications (COM) port on your management computer.
On your management computer, start PuTTY.
In the Category tree on the left, go to Connection > Serial and configure the following:

Serial line to connect to	COM1 (or, if your computer has multiple serial ports, the name of the connected serial port)
Speed (baud)	9600
Data bits	8
Stop bits	1
Parity	None
Flow control	None

In the Category tree on the left, go to Session (not the sub-node, Logging) and from Connection type, select Serial.
Click Open.
Press the Enter key to initiate a connection.

The login prompt appears.

Type a valid administrator account name (such as admin) and press Enter.
Type the password for that administrator account then press Enter. (In its default state, there is no password for the admin account.)

The CLI displays the following text, followed by a command line prompt:

Welcome!

Initial configurations with CLI

Once you’ve physically connected your computer to the FortiMail unit, you can configure the basic FortiMail system settings through the CLI. For more information on other CLI commands, see the FortiMail CLI Guide.

To change the admin password:

config system admin

edit <admin_name>

set password <new_password>

end

To change the operation mode:

config system global

set operation_mode {gateway | server | transparent}

end

To configure the interface IP address:

config system interface

edit <interface_name>

set <ip_address>

end

To configure the system route/gateway:

config system route

edit <route_int>

set destination <destination_ip4mask>

set gateway <gateway_ipv4>

set interface <interface_name>

end

To configure the DNS servers:

config system dns

set primary <ipv4_address>

set secondary <ipv4_ address>

end

To configure the NTP time synchronization:

config system time ntp

set ntpserver {<address_ipv4 | <fqdn_str>}

set ntpsync {enable | disable}

set syncinterval <interval_int>

end

To configure the SNMP v3 user settings:

config system snmp user

edit <user_name>

set query-status {enable | disable}

set query-port <port_number>

set security-level {authnopriv | authpriv | no authnopriv}

set auth-proto {sha1 | md5}

set aut-pwd <password>

set status {enable | disable}

set trap-status {enable | disable}

set trapevent {cpu | deferred-queue | ha | ip-change | logdisk | mem | raid | remote-storage | spam | system | virus}

set trapport-local <port_number>

set trapport-remote <port_number>

config host

edit <host_no>

set ip <class_ip>

end

To log out:

exit

Enabling access to the CLI through the network (SSH or Telnet)

SSH, Telnet, or CLI Console widget (via the web UI) SSH or Telnet access to the CLI requires connecting your computer to the FortiMail unit using one of its RJ‑45 network ports. You can either connect directly, using a peer connection between the two, or through any intermediary network.

If you do not want to use an SSH/Telnet client and you have access to the web UI, you can alternatively access the CLI through the network using the CLI Console widget in the web UI. For details, see the FortiWeb Administration Guide.

If you do not want to use an SSH/Telnet client and you have access to the web-based manager, you can alternatively access the CLI through the network using the CLI Console widget in the web-based manager. For details, see the FortiMail Administration Guide.

You must enable SSH and/or Telnet on the network interface associated with that physical network port. If your computer is not connected directly or through a switch, you must also configure the FortiMail unit with a static route to a router that can forward packets from the FortiMail unit to your computer.

Telnet is not a secure access method. Use SSH to access the CLI from the Internet or any other untrusted network.

Requirements

a computer with an available serial communications (COM) port and RJ-45 port
terminal emulation software such as PuTTY
the console cable included in your FortiMail package
a crossover or straight-through network cable autosensing ports?
prior configuration of the operating mode, network interface, and static route

To enable SSH or Telnet access to the CLI using a local console connection

Using the network cable, connect the FortiMail unit’s network port either directly to your computer’s network port, or to a network through which your computer can reach the FortiMail unit.
Note the number of the physical network port.
Using a local console connection, connect and log into the CLI. For details, see Local console connection and initial configuration.
Enter the following commands:

config system interface

edit <interface_name>

set allowaccess {http https ping snmp ssh telnet}

end

where:

<interface_str> is the name of the network interface associated with the physical network port, such as port1
{aggregator http https ping ssh telnet webservice} is the complete, space-delimited list of permitted administrative access protocols, such as https ssh telnet; omit protocols that you do not want to permit

For example, to exclude HTTP, SNMP, and Telnet, and allow only HTTPS, ICMP ECHO (ping), and SSH administrative access on port1:

config system interface

edit "port1"

set allowaccess ping https ssh

end

To confirm the configuration, enter the command to view the access settings for the interface.

show system interface <interface_name>

The CLI displays the settings, including the management access settings, for the interface.

To connect to the CLI through the network interface, see Connecting to the CLI using SSH or Connecting to the CLI using Telnet.

Connecting to the CLI using SSH

Once the FortiMail unit is configured to accept SSH connections, you can use an SSH client on your management computer to connect to the CLI.

Secure Shell (SSH) provides both secure authentication and secure communications to the CLI. Supported SSH protocol versions, ciphers, and bit strengths vary by whether or not you have enabled FIPS-CC mode, but generally include SSH version 2 with AES-128, 3DES, Blowfish, and SHA-1.

Requirements

a FortiMail network interface configured to accept SSH connections (see Enabling access to the CLI through the network (SSH or Telnet))
terminal emulation software such as PuTTY

To connect to the CLI using SSH

On your management computer, start PuTTY.
In Host Name (or IP Address), type the IP address of a network interface on which you have enabled SSH administrative access.
In Port, type 22.
From Connection type, select SSH.
Click Open.

The SSH client connects to the FortiMail unit.

The SSH client may display a warning if this is the first time you are connecting to the FortiMail unit and its SSH key is not yet recognized by your SSH client, or if you have previously connected to the FortiMail unit but it used a different IP address or SSH key. If your management computer is directly connected to the FortiMail unit with no network hosts between them, this is normal.

Click Yes to verify the fingerprint and accept the FortiMail unit’s SSH key. You will not be able to log in until you have accepted the key.
The CLI displays a login prompt.
Type a valid administrator account name (such as admin) and press Enter.
Type the password for this administrator account and press Enter.

If four incorrect login or password attempts occur in a row, you will be disconnected. Wait one minute, then reconnect to attempt the login again.

The CLI displays a command line prompt (by default, its host name followed by a #). You can now enter CLI commands.

Connecting to the CLI using Telnet

Once the FortiMail unit is configured to accept Telnet connections, you can use a Telnet client on your management computer to connect to the CLI.

Telnet is not a secure access method. SSH should be used to access the CLI from the Internet or any other untrusted network.

Requirements

a FortiMail network interface configured to accept Telnet connections (see Enabling access to the CLI through the network (SSH or Telnet))
terminal emulation software such as PuTTY

To connect to the CLI using Telnet

On your management computer, start PuTTY.
In Host Name (or IP Address), type the IP address of a network interface on which you have enabled Telnet administrative access.
In Port, type 23.
From Connection type, select Telnet.
Click Open.

The CLI displays a login prompt.

Type a valid administrator account name (such as admin) and press Enter.
Type the password for this administrator account and press Enter.

If three incorrect login or password attempts occur in a row, you will be disconnected. Wait one minute, then reconnect to attempt the login again.

The CLI displays a command line prompt (by default, its host name followed by a #). You can now enter CLI commands.

Logging out from the CLI console

No matter how you connect to the FortiMail CLI console (direct console connection, SSH, or Telnet), to exit the console, enter the Exit command.

Using the front panel’s control buttons and LCD display

On some FortiMail models, you can use the front panel’s control buttons and LCD display to configure:

IP addresses and netmasks for each of the network interfaces
the default gateway
the operating mode

You can also use the front panel to reset the FortiMail unit to the default settings for its firmware version.

After using the front panel to configure these basic settings, you must still connect to the web UI to complete additional setup. To continue, see Connecting to the FortiMail web UI for the first time.