Fresh Installation

• Pre-Installation Checklist
• All-in-one Installation
• Cluster Installation

Pre-Installation Checklist

Before you begin, check the following:

• Ensure that your system can connect to the network. You will be asked to provide a DNS Server and a host that can be resolved by the DNS Server and can respond to a ping. The host can either be an internal host or a public domain host like google.com.
• Choose deployment type – Enterprise or Service Provider. The Service Provider deployment provides multi-tenancy.
• Determine whether FIPS should be enabled
• Choose install type:
  • All-in-one with FortiSIEM Manager
    
  • Cluster with Manager, Supervisor and Workers
  • All-in-one with Supervisor only, or
  • Cluster with Supervisor and Workers
• Choose storage type for Supervisor, Worker, and/or Collector
  • Online storage - There are 4 choices

    • ClickHouse - Recommended for most deployments. Please see ClickHouse Reference Architecture for more information.
      

      If you plan to use ClickHouse cluster, the Worker nodes will be defined as Keeper, Data or Query nodes. The Supervisor and Worker nodes can operate as a Keeper, Data or Query nodes. This is discussed in the ClickHouse Reference Architecture, Supervisor/Worker Nodes Running ClickHouse Functions and Configuring ClickHouse Topology.

    • EventDB on local disk

    • EventDB on NFS

    • Elasticsearch

  • Archive storage – There are 2 choices
    • EventDB on NFS
    • HDFS
• Determine hardware requirements:

Node	vCPU	RAM	Local Disks
Manager	Minimum – 16 Recommended - 32	Minimum 24GB Recommended 32GB	OS – 25GB OPT – 200GB CMDB – 100GB SVN – 60GB
Supervisor (All in one)	Minimum – 12 Recommended - 32	Minimum without UEBA – 24GB with UEBA - 32GB Recommended without UEBA – 32GB with UEBA - 64GB	OS – 25GB OPT – 100GB CMDB – 60GB SVN – 60GB Local Event database – based on need
Supervisor (Cluster)	Minimum – 12 Recommended - 32	Minimum without UEBA – 24GB with UEBA - 32GB Recommended without UEBA – 32GB with UEBA - 64GB	OS – 25GB OPT – 100GB CMDB – 60GB SVN – 60GB
Workers	Minimum – 8 Recommended - 16	Minimum – 16GB Recommended – 24GB	OS – 25GB OPT – 100GB
Collector	Minimum – 4 Recommended – 8 ( based on load)	Minimum – 4GB Recommended – 8GB	OS – 25GB OPT – 100GB

• If your Online event database is external (e.g. EventDB on NFS or Elasticsearch), then you must configure external storage before proceeding to FortiSIEM deployment.

  • For NFS deployment, see here.

  • For Elasticsearch deployment, see here.

• If your Online event database is internal, that is, inside Supervisor or Worker nodes, then you need to determine the size of the disks based on your EPS and event retention needs.

  • For EventDB on local disk, see here.

  • For ClickHouse, see here.

• For OPT - 100GB, the 100GB disk for /opt will consist of a single disk that will split into 2 partitions, /OPT and swap. The partitions will be created and managed by FortiSIEM when configFSM.sh runs.

All-in-one Installation

This is the simplest installation with a single Virtual Appliance. If storage is external, then you must configure external storage before proceeding with installation.

• Download Compressed FortiSIEM VHDX File
• Create FortiSIEM VM in Hyper-V
• Start FortiSIEM from Hyper-V Manager
• Configure FortiSIEM
• Upload the FortiSIEM License
• Configure an Event Database
• Final Check

Download Compressed FortiSIEM VHDX File

1. Go to the Fortinet Support website https://support.fortinet.com to download the Hyper-V package FSM_Full_All_HYPERV_7.2.4_build0268.zip. See Downloading FortiSIEM Products for more information on downloading products from the support website.
2. Download and uncompress the all-in-one package used for Super/Worker and Collector (using 7-Zip tool) to the location where you want to install the image.

Create FortiSIEM VM in Hyper-V

1. Launch Hyper-V Manager on your Microsoft Windows 2012 R2, 2016 or 2019 Server with Hyper-V installed.
2. Click Action > New > Virtual Machine, then Click Next.

   

3. In the Before You Begin screen, click Next.

   

4. Specify the Name of the Virtual Machine, for example:

   

5. Specify the Generation type (choose Generation 1), for example:

   

6. Add the amount of memory as per hardware requirements, then click Next.

   

7. Configure Networking and select the virtual switch in your Hyper-V environment. Click Next.

   

8. In Connect Virtual Hard Disk, select Use an existing hard disk, and choose the FortiSIEM VHDX you downloaded earlier, click Next:

   

9. In Completing the New Virtual Machine Wizard, click Finish, for example:

   

10. In Hyper-V Manager, select the virtual machine that you just created and click Settings, for example:

    

11. In Settings, select the Processor line in the navigation panel. Increase the number of virtual processors to 16.

    

12. Navigate to IDE Controller 0, click on Hard Drive, then click Add, for example:

    

13. Select the Hard Drive you just created, Click New.

    

14. Click Next on the Before You Begin screen. You will add new hard disks using this method. The following is the list of disks you will need to add:

    Disk	Size	Disk Name
    Hard Disk 2	100GB	/opt For OPT - 100GB, the 100GB disk for /opt will consist of a single disk that will split into 2 partitions, /OPT and swap. The partitions will be created and managed by FortiSIEM when configFSM.sh runs.
    Hard Disk 3	60GB	/svn
    Hard Disk 4	60GB	/cmdb
    Hard Disk 5	60GB+	/data (see the following note)

    The 60GB CMDB disk and 60GB SVN disk should be assigned to IDE Controller 1.

    Note on Hard Disk 5:

    • Add the 5th disk only if using EventDB on local storage or ClickHouse. In all other cases, this disk is not required. ClickHouse is recommended for most deployments. Please see ClickHouse Reference Architecture for more information.

    • For EventDB on local disk, choose a disk based on your EPS and event retention policy. See EventDB Sizing Guide for guidance. 60GB is the minimum.

    • For ClickHouse, choose disks based on the number of Tiers and disks on each Tier. These depend on your EPS and event retention policy. See ClickHouse Sizing Guide for guidance. For example, you can choose 1 large disk for Hot Tier. Or you can choose 2 Tiers - Hot Tier comprised of one or more SSD disks and Warm Tier comprised of one or more magnetic hard disks.

    

15. Choose a disk format (VHDX) and click Next.

    

16. Choose Disk Type (Dynamically expanding) and click Next.

    

17. Specify the Name and Location of the disk. Click Next.

    

18. Specify 100GB as the size of the disk (for /opt). For other disks, specify size accordingly. Click Next.

    

19. Click Finish.

    

20. IMPORTANT: Similarly, add a 60GB CMDB disk, a 60GB SVN disk to IDE Controller 1. Delete the CD Drive that was added by default. If you need to use local data disk, then add a Hard Disk on the SCSI Controller of the appropriate size. Once all this is done, click OK.

    

Start FortiSIEM from Hyper-V Manager

1. In Hyper-V Manager, select the Supervisor, Worker, or Collector virtual machine.
2. Click Connect.

   

3. Click the Power On Icon as illustrated.

   

4. The system will boot up. When the command prompt window opens, log in with the default login credentials: User root and Password ProspectHills.
5. You will be required to change the password. Remember this password for future use.

At this point, you can continue configuring FortiSIEM by using the GUI.

Configure FortiSIEM

At no stage of the installation process is it required that users manually format the disks. FortiSIEM will provision the file system on disks as needed.

Follow these steps to configure FortiSIEM by using a simple GUI.

1. Log in as user root with the password you set in Start FortiSIEM from Hyper-V Manager Step 5 above.
2. At the command prompt, go to /usr/local/bin and enter configFSM.sh, for example:

   # configFSM.sh

3. In VM console, select 1 Set Timezone and then press Next.

   

4. Select your Region, and press Next.

   

5. Select your Country, and press Next.

   

6. Select the Country and City for your timezone, and press Next.

   

7. If installing a Supervisor, select 1 Supervisor and press Next.
   If installing a Worker, select 2 Worker, and press Next.
   If installing a Collector, select 3 Collector, and press Next.
   If Installing FortiSIEM Manager, select 4 FortiSIEM Manager, and press Next.
   If Installing FortiSIEM Supervisor Follower, select 5 Supervisor Follower and press Next.
   Note: The appliance type cannot be changed once it is deployed, so ensure you have selected the correct option.
   

   
   

   Regardless of whether you select FortiSIEM Manager,Supervisor, Supervisor Follower, Worker, or Collector, you will see the same series of screens with only the header changed to reflect your target installation, unless noted otherwise. A dedicated ClickHouse Keeper uses a Worker, so first install a Worker and then in later steps configure the Worker as a ClickHouse Keeper.

8. Select the Network Interface you wish to use, and press Next.

   Note: If a bond interface is configured, it will appear in the Select Network Interface window.
   

   
   

9. If you want to enable FIPS, then choose 2. Otherwise, choose 1. You have the option of enabling FIPS (option 3) or disabling FIPS (option 4) later.
   Note: After Installation, a 5th option to change your network configuration (5 change_network_config) is available. This allows you to change your network settings and/or host name.

   
   

10. Determine whether your network supports IPv4-only, IPv6-only, or both IPv4 and IPv6 (Dual Stack). Choose 1 for IPv4-only, choose 2 for IPv6-only, or choose 3 for both IPv4 and IPv6.
    

11. If you choose 1 (IPv4) or choose 3 (Both IPv4 and IPv6), and press Next, then you will move to step 12. If you choose 2 (IPv6), and press Next, then skip to step 13.

12. Configure the network by entering the following fields. Press Next.
    

    Option	Description
    IPv4 Address	The Manager/Supervisor/Worker/Collector's IPv4 address
    NetMask	The Manager/Supervisor/Worker/Collector's subnet
    Gateway	Network gateway address
    DNS1, DNS2	Addresses of the DNS servers

    

13. If you chose 1 in step 10, then you will need to skip to step 14. If you chose 2 or 3 in step 10, then you will configure the IPv6 network by entering the following fields, then press Next.
    

    Option	Description
    IPv6 Address	The Manager/Supervisor/Worker/Collector's IPv6 address
    prefix (Netmask)	The Manager/Supervisor/Worker/Collector's IPv6 prefix
    Gateway ipv6	IPv6 Network gateway address
    DNS1 IPv6, DNS2 IPv6	Addresses of the IPv6 DNS server 1 and DNS server2

    
    

    Note: If you chose option 3 in step 10 for both IPv4 and IPv6, then even if you configure 2 DNS servers for IPv4 and IPv6, the system will only use the first DNS server from IPv4 and the first DNS server from the IPv6 configuration.
    Note: In many dual stack networks, IPv4 DNS server(s) can resolve names to both IPv4 and IPv6. In such environments, if you do not have an IPv6 DNS server, then you can use public IPv6 DNS servers or use IPv4-mapped IPv6 address.
    

14. Configure Hostname for FortiSIEM Manager/Supervisor/Worker/Collector. Press Next.
    
    Note: FQDN is no longer needed.

15. Test network connectivity by entering a host name that can be resolved by your DNS Server (entered in the previous step) and responds to ping. The host can either be an internal host or a public domain host like google.com. Press Next.

    Note: By default, “google.com” is shown for the connectivity test, but if configuring IPv6, you must enter an accessible internally approved IPv6 DNS server, for example: “ipv6-dns.fortinet.com"
    Note: When configuring both IPv4 and IPv6, only testing connectivity for the IPv6 DNS is required because the IPV6 takes higher precedence. So update the host field with an approved IPv6 DNS server.

    

16. The final configuration confirmation is displayed. Verify that the parameters are correct. If they are not, then press Back to return to previous dialog boxes to correct any errors. If everything is OK, then press Run.

    

    The options are described in the following table.

    Option	Description
    -r	The FortiSIEM component being configured
    -z	The time zone being configured
    -i	IPv4-formatted address
    -m	Address of the subnet mask
    -g	Address of the gateway server used
    --host	Host name
    -f	FQDN address: fully-qualified domain name
    -t	The IP type. The values can be either 4 (for ipv4) or 6 (for v6) or 64 (for both ipv4 and ipv6). .
    --dns1, --dns2	Addresses of the DNS servers
    --i6	IPv6-formatted address
    --m6	IPv6 prefix
    --g6	IPv6 gateway
    -o	Installation option (install_without_fips, install_with_fips, enable_fips, disable_fips, change_network_config*) *Option only available after installation.)
    --testpinghost	The URL used to test connectivity

17. It will take some time for this process to finish. When it is done, proceed to Upload the FortiSIEM License. If the VM fails, you can inspect the ansible.log file located at /usr/local/fresh-install/logs to try and identify the problem.

Upload the FortiSIEM License

Before proceeding, make sure that you have obtained valid FortiSIEM license from Forticare. For more information, see the Licensing Guide.

You will now be asked to input a license.

1. Open a Web browser and log in to the FortiSIEM UI. Use link https://<supervisor-ip> to login. Please note that if you are logging into FortiSIEM with an IPv6 address, you should input https://[IPv6 address] on the browser tab.
2. The License Upload dialog box will open.

   

3. Click Browse and upload the license file.

   Make sure that the Hardware ID shown in the License Upload page matches the license.

4. For User ID and Password, choose any Full Admin credentials.

   For the first time installation, enter admin as the user and admin*1 as the password. You will then be asked to create a new password for GUI access.

5. Choose License type as Enterprise or Service Provider.

   This option is available only for a first time installation. Once the database is configured, this option will not be available.
   For FortiSIEM Manager, License Type is not an available option, and will not appear. At this point, FortiSIEM Manager installation is complete. You will not be taken the Event Database Storage page, so you can skip Configure an Event Database.

   Note: The FortiSIEM Manager license allows a certain number of instances that can be registered to FortiSIEM Manager.

6. Proceed to Configure an Event Database.
   

Configure an Event Database

Choose the event database.

If the Event Database is one of the following options, additional disk configuration is required.

• ClickHouse: See Case 2 in Creating ClickHouse Online Storage.
  

  Recommended for most deployments. Please see ClickHouse Reference Architecture for more information.
  

• EventDB on Local Disk: See Case 2 in Creating EventDB Online Storage.

Final Check

FortiSIEM installation is complete. If the installation is successful, the VM will reboot automatically. Otherwise, the VM will stop at the failed task.

You can inspect the ansible.log file located at /usr/local/fresh-install/logs if you encounter any issues during FortiSIEM installation.

After installation completes, ensure that the phMonitor is up and running, for example:

# phstatus

For the Supervisor, Supervisor Follower, Worker and Collector, the response should be similar to the following.

For FortiSIEM Manager, the response should look similar to the following.

Cluster Installation

For larger installations, you can choose Worker nodes, Collector nodes, and external storage (NFS, ClickHouse, or Elasticsearch).

• Install Supervisor
• Install Workers
• Register Workers
• Create ClickHouse Topology (Optional)
• Install Collectors
• Register Collectors
• Install Manager
• Register Instances to Manager

Install Supervisor

Follow the steps in All-in-one Installation, except with the following differences.

1. Event Database choices are EventDB on NFS, ClickHouse, or Elasticsearch.

2. If you choose EventDB on NFS

   1. Disk 5 is not required (From Create FortiSIEM VM in Hyper-V Step 14).

   2. You need to configure NFS after license upload.
      

      
      
      

3. If you choose ClickHouse

   1. You need to create disks during Create FortiSIEM VM in Hyper-V Step 14 based on the role of the Supervisor node in the ClickHouse cluster. See the ClickHouse Sizing Guide for details.

   2. You need to configure disks after license upload.
      

      
      
      

4. If you choose Elasticsearch, define Elasticsearch endpoints after license upload. See the Elasticsearch Sizing Guide for details.

   
   

Install Workers

Once the Supervisor is installed, take the same steps in All-in-one Installation to install a Worker with the following differences.

1. Choose appropriate CPU and memory for the Worker nodes based on Sizing guide.

2. Two hard disks for Operating Systems and FortiSIEM Application:

   • OS – 25GB

   • OPT – 100GB
     

     For OPT - 100GB, the 100GB disk for /opt will consist of a single disk that will split into 2 partitions, /OPT and swap. The partitions will be created and managed by FortiSIEM when configFSM.sh runs.
     

3. If you are running ClickHouse, then create additional data disks based on the role of the Worker in ClickHouse topology. If it is a Keeper node, then a smaller disk is needed. If it is a data node, then a bigger disk is needed based on your EPS and retention policy. See ClickHouse Sizing Guide for details.

Sizing Guide References:

• ClickHouse Sizing Guide

• EventDB Sizing Guide

• Elasticsearch Sizing Guide

Register Workers

Once the Worker is up and running, add the Worker to the Supervisor node.

1. Go to ADMIN > License > Nodes.

2. Select Worker from the Mode drop-down list and enter the following information:

   1. In the Host Name field, enter the Worker's host name.

   2. In the IP Address field, enter the Worker's IP address.

   3. If you are running ClickHouse, then select the number for Storage Tiers from the Storage Tiers drop-down list, and input disk paths for disks in each Tier in the Disk Path fields.
      

      For Disk Path, use one of the following CLI commands to find the disk names.

      fdisk -l

      or

      lsblk

      When using lsblk to find the disk name, please note that the path will be /dev/<disk>. As an example, /dev/vdc.

   4. Click Test.
      

      

   5. If the test succeeds, then click Save.
      

3. See ADMIN > Health > Cloud Health to ensure that the Workers are up, healthy, and properly added to the system.
   

   
   

Create ClickHouse Topology (Optional)

If you are running ClickHouse, you need to configure ClickHouse topology by specifying which nodes belong to ClickHouse Keeper and Data Clusters. Follow the steps in Configuring ClickHouse Topology.

Install Collectors

Once Supervisor and Workers are installed, follow the same steps in All-in-one Install to install a Collector except in Edit FortiSIEM Hardware Settings, you need to only choose OS and OPT disks. The recommended settings for Collector node are:

• CPU = 4
• Memory = 8GB
• Two hard disks:
  • OS – 25GB
  • OPT – 100GB
    For OPT - 100GB, the 100GB disk for /opt will consist of a single disk that will split into 2 partitions, /OPT and swap. The partitions will be created and managed by FortiSIEM when configFSM.sh runs.

Register Collectors

Collectors can be deployed in Enterprise or Service Provider environments.

• Enterprise Deployments
• Service Provider Deployments

Enterprise Deployments

For Enterprise deployments, follow these steps.

1. Log in to Supervisor with 'Admin' privileges.
2. Go to ADMIN > Settings > System > Cluster Config.
   1. Under Event Upload Workers, enter the IP of the Worker node. If a Supervisor node is only used, then enter the IP of the Supervisor node. Multiple IP addresses can be entered on separate lines. In this case, the Collectors will load balance the upload of events to the listed Event Workers.
      Note: Rather than using IP addresses, a DNS name is recommended. The reasoning is, should the IP addressing change, it becomes a matter of updating the DNS rather than modifying the Event Worker IP addresses in FortiSIEM.
   2. Click OK.
3. Go to ADMIN > Setup > Collectors and add a Collector by entering:
   1. Name – Collector Name
   2. Guaranteed EPS – this is the EPS that Collector will always be able to send. It could send more if there is excess EPS available.
   3. Start Time and End Time – set to Unlimited.
4. SSH to the Collector and run following script to register Collectors:

   phProvisionCollector --add <user> '<password>' <Super IP or Host> <Organization> <CollectorName>

   The password should be enclosed in single quotes to ensure that any non-alphanumeric characters are escaped.

   1. Set user and password using the admin user name and password for the Supervisor.
   2. Set Super IP or Host as the Supervisor's IP address.
   3. Set Organization. For Enterprise deployments, the default name is Super.
   4. Set CollectorName from Step 3a.

      The Collector will reboot during the Registration.

5. Go to ADMIN > Health > Collector Health for the status.

   

Service Provider Deployments

For Service Provider deployments, follow these steps.

1. Log in to Supervisor with 'Admin' privileges.
2. Go to ADMIN > Settings > System > Cluster Config.
   1. Under Event Upload Workers, enter the IP of the Worker node. If a Supervisor node is only used, then enter the IP of the Supervisor node. Multiple IP addresses can be entered on separate lines. In this case, the Collectors will load balance the upload of events to the listed Event Workers.
      Note: Rather than using IP addresses, a DNS name is recommended. The reasoning is, should the IP addressing change, it becomes a matter of updating the DNS rather than modifying the Event Worker IP addresses in FortiSIEM.
   2. Click OK.

      

3. Go to ADMIN > Setup > Organizations and click New to add an Organization.

   

4. Enter the Organization Name, Admin User, Admin Password, and Admin Email.
5. Under Collectors, click New.
6. Enter the Collector Name, Guaranteed EPS, Start Time, and End Time.

   The last two values could be set as Unlimited. Guaranteed EPS is the EPS that the Collector will always be able to send. It could send more if there is excess EPS available.

   

7. SSH to the Collector and run following script to register Collectors:

   phProvisionCollector --add <user> '<password>' <Super IP or Host> <Organization> <CollectorName>

   The password should be enclosed in single quotes to ensure that any non-alphanumeric characters are escaped.

   1. Set user and password using the admin User Name and password for the Organization that the Collector is going to be registered to.
   2. Set Super IP or Host as the Supervisor's IP address.
   3. Set Organization as the name of an organization created on the Supervisor.
   4. Set CollectorName from Step 6.

      

      The Collector will reboot during the Registration.

8. Go to ADMIN > Health > Collector Health and check the status.

   

Install Manager

Starting with release 6.5.0, you can install FortiSIEM Manager to monitor and manage multiple FortiSIEM instances. An instance includes a Supervisor and optionally, Workers and Collectors. The FortiSIEM Manager needs to be installed on a separate Virtual Machine and requires a separate license. FortiSIEM Supervisors must be on 6.5.0 or later versions.

Follow the steps in All-in-one Install to install Manager. After any Supervisor, Workers, and Collectors are installed, you add the Supervisor instance to Manager, then Register the instance to Manager. See Register Instances to Manager.

Register Instances to Manager

To register your Supervisor instance with Manager, you will need to do two things in the following order.

• First, add the instance to Manager

• Then register the instance itself to Manager

Note that Communication between FortiSIEM Manager and instances is via REST APIs over HTTP(S).

Adding Instance to Manager

You can add an instance to Manager by taking the following steps.
Note: Make sure to record the FortiSIEM Instance Name, Admin User and Admin Password, as this is needed when you register your instance.

1. Login to FortiSIEM Manager.

2. Navigate to ADMIN > Setup.

3. Click New.

4. In the FortiSIEM Instance field, enter the name of the Supervisor instance you wish to add.

5. In the Admin User field, enter the Account name you wish to use to access Manager.

6. In the Admin Password field, enter the Password that will be associated with the Admin User account.

7. In the Confirm Admin Password field, re-enter the Password.

8. (Optional) In the Description field, enter any information you wish to provide about the instance.

9. Click Save.
   
   

10. Repeat steps 1-9 to add any additional instances to Manager.
    Now, follow the instructions in Register the Instance Itself to Manager for each instance.
    

Register the Instance Itself to Manager

To register your instance with Manager, take the following steps.

1. From your FortiSIEM Supervisor/Instance, navigate to ADMIN > Setup > FortiSIEM Manager, and take the following steps.

   1. In the FortiSIEM Manager FQDN/IP field, enter the FortiSIEM Manager Fully Qualified Domain Name (FQDN) or IP address.

   2. If the Supervisor is under a Supervisor Cluster environment, in the FortiSIEM super cluster FQDN/IP field, enter the Supervisor Cluster Fully Qualified Domain Name (FQDN) or IP address.

   3. In the FortiSIEM Instance Name field, enter the instance name used when adding the instance to Manager.

   4. In the Account field, enter the Admin User name used when adding the instance to Manager.

   5. In the Password field, enter your password to be associated with the Admin User name.

   6. In the Confirm Password field, re-enter your password.

   7. Click Test to verify the configuration.

   8. Click Register.
      A dialog box displaying "Registered successfully" should appear if everything is valid.
      

   9. Login to Manager, and navigate to any one of the following pages to verify registration.

      • ADMIN > Setup and check that the box is marked in the Registered column for your instance.

      • ADMIN > Health, look for your instance under FortiSIEM Instances.

      • ADMIN > License, look for your instance under FortiSIEM Instances.

Install Log

The install ansible log file is located here: /usr/local/fresh-install/logs/ansible.log.

Errors can be found at the end of the file.