Embedded onboarding guide
An embedded onboarding guide for FortiSASE displays upon first login. You can also display it later if you skip it. This guide contains instructions and videos embedded into the FortiSASE portal that streamline initial configurations for the secure internet access (SIA) endpoint use case. This use case provides remote users with secure access to the internet using the FortiClient agent. See SIA for agent-based remote users.
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Access to the embedded onboarding guide in your FortiSASE instance requires an Advanced remote users FortiSASElicense or a Comprehensive remote users FortiSASE license. See the SASE and Zero Trust Ordering Guide. |
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The information presented may not apply to instances with existing configurations. |
The onboarding guide focuses on these configuration topics:
- VPN user single sign-on configuration
- User group, security profile group, and VPN policy configuration
- Onboarding and connecting new users
The guide breaks down each topic into the following sections:
- Preparation: steps that you must perform before starting the configuration topic.
- Video: brief video that demonstrates the steps that you must perform to complete the configuration or task.
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Verify: checklist of steps to perform to ensure that you have configured the FortiSASE settings correctly.
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To go to the corresponding FortiSASE portal page to perform the verification step, click the link provided.
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Click the checkbox input next to the verification step to mark it as completed.
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If you require technical assistance, click FortiCare Support to open the Fortinet Support site.
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You can go back and forth between sections and topics by clicking the sections in the left pane or by using the Back and Next buttons, as desired.
Typically, after the Video section, you can minimize the guide and perform the configuration settings in the FortiSASE portal as the video demonstrates. You can resume or maximize the guide by clicking the onboarding title at the bottom of the screen.
If you click Later or Skip onboarding to skip the onboarding for now, you can access the guide later from the Help dropdown in the app header by clicking Onboarding.
