VMware prerequisites

For KVM and OpenStack, see Appendix: Installation using OpenStack.

This chapter assumes some familiarity with the VMware vSphere Client terminology.

Before deploying your FortiPortal using VMware, you must do the following:

1. Install the VMware vSphere Client on the management computer.
2. All VM instances run on VMware ESXi Server version 5.5 or later.
3. You must install one database server for the portal database and one database server for each collector database instance.

FortiPortal provides two installation alternatives. The choice of alternative determines the required OVF files that you need to download.

• Install the portal and collector as individual VMs. Required files for a new VMware installation:
  • fpcvm64imageCollector.out.ovf.zip
  • ffpcvm64imagePortal.out.ovf.zip
    
• Alternatively, both VMs can be installed as a virtual app. Required file:
  • fpcvm64imagevApp.out.ovf.zip

Downloading OVF files

To download the required OVF files, follow these steps:

1. Navigate to the Fortinet customer service page (support.fortinet.com).
2. Go to Download > Firmware Images.
3. On the Firmware Images page, select FortiPortal.
4. Download the latest versions of the required zip files.
5. Extract the packages to a local folder on the management computer.

Installing FortiPortal VMs

You have a choice of VM installation methods. You can install separate VM instances for the portal and each of the collectors, or you can install the portal and collector as a VM vApp.

Installing the portal and collectors includes the following major steps:

1. Create a VM instance or a VM vApp. See Create a VM instance or Create a VM vApp.
2. Configure VM hardware settings. See Configure VM hardware settings.
3. Power on the VM. See Start the VM or vApp.
4. Configure the portal or collector parameters.

The first time you start the portal, you will have access only through the console window of your VM server environment. After you configure the initial parameters, you can access the FortiPortal through the web-based portal.

Create a VM instance

This VM is intended for testing purposes only and should not be used for production environments.

1. Download the portal or collector OVF file.
2. Launch the VMware vSphere client.
3. Enter the IP address or host name of your VMware server.
4. In the inventory menu, select the physical server where you will install the VM.
5. Select File > Deploy OVF Template to launch the OVF Template wizard. The wizard will guide you through a series of deployment steps.
6. Source: Use the Browse function to locate the OVF file:
   • Portal: FortiPortal-VM64.ovf
   • Collector: FortiPortal-VM64-Collector.ovf
7. OVF Template Details: This page displays the following information: FortiPortal version, size of the download, and application size on disk.
   Select Next.
8. End-user License Agreement: Accept the end-user license agreement and select Next.
9. Name and Location: Enter a name for this virtual machine, select a location from the location inventory and select Next.
10. Storage: Select the destination storage for the virtual machine files and select Next.
11. Disk Format: This page displays the storage device that you selected in the previous step, along with available space. Select Thin Provision and select Next.
12. Network Mapping: Select the destination network to map to the source network in your OVF and select Next.
13. Ready to Complete: Review the deployment settings. Select Back to make any changes. When ready, select Finish.

Create a VM vApp

As a convenience, vApp contains the MySQL image for testing FortiPortal setups.

1. Download the application OVF file.
2. Launch the VMware vSphere client.
3. Enter the IP address or host name of your VMware server.
4. In the inventory menu, select the physical server where you will install the VM.
5. Select File > Deploy OVF Template to launch the OVF Template wizard. The wizard will guide you through a series of deployment steps.
6. Source: Use the Browse function to locate the OVF file for the application:
   • fpcvm64imagevApp.out.ovf.zip
     or
   • fpcvm64imagevApp-mysql.out.ovf.zip
7. OVF Template Details: This page displays the following information: FortiPortal version, size of the download, and application size on disk.
   Select Next.
8. End-user License Agreement: Accept the end-user license agreement and select Next.
9. Name and Location: Enter a name for this VM vApp, select a location from the location inventory and select Next.
10. Storage: Select the destination storage for the virtual machine files and select Next.
11. Disk Format: This page displays the storage device that you selected in the previous step, along with available space. Select Thin Provision and select Next.
12. Network Mapping: Select the destination network to map to the source network in your OVF and select Next.
13. Ready to Complete: Review the deployment settings. Select back to make any changes. When ready, select Finish.

The system creates a VM vApp using the name that you provided in step 9, as shown in the following figure:

Configure VM hardware settings

If required, adjust the VM CPU, memory and storage settings. The following are the default settings:

• CPU: 2
• Memory: 2 GB
• Hard drive: 80 GB

To adjust these numbers, select the newly created VM in the inventory list and select Getting started > Edit virtual machine settings.

Start the VM or vApp

In the inventory list, right-click the FortiPortal VM or vApp that you just installed and select Power On.