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Table of Contents

Administration Guide

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Navigation

The first page displayed when you log into FortiNAC is the dashboard. The window is divided into several sections that allow you to navigate the program. Individual windows have similar navigation mechanisms throughout the program.

Menu bar

Use the drop-down menus to access program features and functions. The dashboard can be accessed from the Bookmarks menu. See Menus for a list of all menu options.

Title bars

Views that contain tables provide record totals, navigation and configuration buttons within the title bar.

Field

Definition

Refresh

Drop-down list of options to set a refresh rate for the selected view.

Refresh the data in the view.

Minimize the view or close a section of the view.

Close the view.

Opens the settings dialog. Configure which columns display in the table view. In the case of the host, adapters, or user view, tool tips can also be configured.

Displayed

Total number of records displayed. This number is shown on view that have a search or filter capacity to show the number of records displayed versus the total number of records in the database.

Total

Total number of records contained in the database.

Table views

Data is presented in tables throughout FortiNAC. Table Views have many common navigation options.

Field

Definition

Paging

Below the title bar there are navigation tools that allow you to quickly move through large numbers of records. These tools include the following:

<<first: Takes you to the first page of records.

<prev: Takes you back one page.

Page Number: Current page number is displayed.

next>: Takes you forward one page.

last>>: Takes you to the last page.

Drop-down Box: Allows you to select the number of records to be displayed on each page.

Enables the selected record, such as a Device Profiling Rule.

Disables the selected record, such as a Device Profiling Rule.

Moves the selected record up or down in the table, changing the records ranking in ranked tables, such as device profiling rules or user/host profiles.

Exports the selected records to CSV, Excel, PDF, or RTF formats. See Export data.

Import

Imports records from a CSV file. See Import and export data.

Options Button

Displays a list of operations that can be done for the selected records. This button mimics the right-click menu options for operating systems that do not display a right-click menu, such as macOS.

Columns

Sorting

Click a column head to sort by the data contained in that column. Click once to sort ascending. Click again to sort descending. Sort order is not saved once the view is closed.

Order

Change column order by selecting a column and dragging it to its new location. Column order is not saved once the view is closed.

Hide/Show

Right click on a column heading to display a list of all possible columns. Columns with check marks are shown. Click on a column name in the list to hide or show it in the table.

or

Click Settings to display settings and select which columns to show in the table.

Tabbed views

Some FortiNAC views allow you to perform multiple related functions. These views are presented with tabs along the left side. You are not necessarily required to configure all of the tabs, they are made available for faster navigation:

  • Use the double arrow button in the menu bar to open or close the column containing the tabs.
  • Click the titles in the tabs to move from one view to another.
  • In some cases there are sub-tabs, as shown above under Portal.

Tree views

Some complex FortiNAC views use a tree to display configuration options and related tasks. Click + to expand the branches of the tree or - to collapse them. In some cases, there is a Flat View feature that changes the display to list all options in the tree alphabetically.

Field level help

Help is accessed from the menu bar by selecting Help > Current View. In some cases, where a task is complex, field level help has been added. To access help for a field, click the question mark to the right of that field as shown in the next figure.

Navigation

The first page displayed when you log into FortiNAC is the dashboard. The window is divided into several sections that allow you to navigate the program. Individual windows have similar navigation mechanisms throughout the program.

Menu bar

Use the drop-down menus to access program features and functions. The dashboard can be accessed from the Bookmarks menu. See Menus for a list of all menu options.

Title bars

Views that contain tables provide record totals, navigation and configuration buttons within the title bar.

Field

Definition

Refresh

Drop-down list of options to set a refresh rate for the selected view.

Refresh the data in the view.

Minimize the view or close a section of the view.

Close the view.

Opens the settings dialog. Configure which columns display in the table view. In the case of the host, adapters, or user view, tool tips can also be configured.

Displayed

Total number of records displayed. This number is shown on view that have a search or filter capacity to show the number of records displayed versus the total number of records in the database.

Total

Total number of records contained in the database.

Table views

Data is presented in tables throughout FortiNAC. Table Views have many common navigation options.

Field

Definition

Paging

Below the title bar there are navigation tools that allow you to quickly move through large numbers of records. These tools include the following:

<<first: Takes you to the first page of records.

<prev: Takes you back one page.

Page Number: Current page number is displayed.

next>: Takes you forward one page.

last>>: Takes you to the last page.

Drop-down Box: Allows you to select the number of records to be displayed on each page.

Enables the selected record, such as a Device Profiling Rule.

Disables the selected record, such as a Device Profiling Rule.

Moves the selected record up or down in the table, changing the records ranking in ranked tables, such as device profiling rules or user/host profiles.

Exports the selected records to CSV, Excel, PDF, or RTF formats. See Export data.

Import

Imports records from a CSV file. See Import and export data.

Options Button

Displays a list of operations that can be done for the selected records. This button mimics the right-click menu options for operating systems that do not display a right-click menu, such as macOS.

Columns

Sorting

Click a column head to sort by the data contained in that column. Click once to sort ascending. Click again to sort descending. Sort order is not saved once the view is closed.

Order

Change column order by selecting a column and dragging it to its new location. Column order is not saved once the view is closed.

Hide/Show

Right click on a column heading to display a list of all possible columns. Columns with check marks are shown. Click on a column name in the list to hide or show it in the table.

or

Click Settings to display settings and select which columns to show in the table.

Tabbed views

Some FortiNAC views allow you to perform multiple related functions. These views are presented with tabs along the left side. You are not necessarily required to configure all of the tabs, they are made available for faster navigation:

  • Use the double arrow button in the menu bar to open or close the column containing the tabs.
  • Click the titles in the tabs to move from one view to another.
  • In some cases there are sub-tabs, as shown above under Portal.

Tree views

Some complex FortiNAC views use a tree to display configuration options and related tasks. Click + to expand the branches of the tree or - to collapse them. In some cases, there is a Flat View feature that changes the display to list all options in the tree alphabetically.

Field level help

Help is accessed from the menu bar by selecting Help > Current View. In some cases, where a task is complex, field level help has been added. To access help for a field, click the question mark to the right of that field as shown in the next figure.