Deployment Guide

• Introduction
  • Purpose
  • Prerequisites
  • Browser Compatibility
• Deploying FortiSOAR
  • Planning
    • Recommended Resource Requirements
    • Credentials
    • Requirements
    • Port Requirements
  • Importing the FortiSOAR Virtual Appliance
  • Downloading the FortiSOAR Virtual Appliance from the Support Portal
  • Deploying the FortiSOAR Virtual Appliance
    • Deploying the FortiSOAR Virtual Appliance using vSphere or vCenter
    • Deploying the FortiSOAR Virtual Appliance using AWS
    • Deploying FortiSOAR using KVM
  • Installing FortiSOAR 7.0.1 using the FortiSOAR installer
    • Prerequisites
    • Procedure
    • Installing the secure message exchange
  • FortiSOAR Configuration Wizard
    • Interactive VM configuration
    • Non-interactive VM configuration
  • Pointing the ntpd service to a valid ntp server
  • Editing the VM configuration
    • Setting a static IP
    • Determining your DHCP IP address
  • Deploying FSR Agents
    • Architecture
    • Recommended Resource Requirements for Virtual Machines (VM)
    • Prerequisites for installing a FSR agent
    • Process of setting up a FSR agent
    • Adding a FSR agent
    • Installing a FSR agent
    • Deboarding FSR Agents
    • Moving a FSR agent to a new secure message exchange
• Licensing FortiSOAR
  • FortiSOAR licensing process
  • FortiSOAR licensing using FortiManager
    • Process to deploy the FortiSOAR license when you are in a complete air-gapped environment
    • Process to deploy the FortiSOAR license when you are not in a complete air-gapped environment
  • Retrieving the FortiSOAR Device UUID
  • Deploying the FortiSOAR license
    • Deploying the FortiSOAR license using the FortiSOAR UI
    • Deploying the FortiSOAR license using the FortiSOAR Admin CLI
    • Activating the FortiCare Trial license for FortiSOAR
  • License Manager Page
    • User Seat Support in FortiSOAR
  • Updating your license using the FortiSOAR UI
  • Troubleshooting licensing issues
    • Troubleshooting issues while deploying the FortiSOAR license in a proxy environment
• Configuring FortiSOAR
  • Logging on to FortiSOAR for the first time
  • Configuring SMTP for FortiSOAR
  • Creating your first user and record
• Additional configuration settings for FortiSOAR
  • Changing the hostname
  • Updating the SSL certificates
  • Setting up monitoring for your FortiSOAR system
    • Setting up system monitoring
    • Setting up purging for audit and playbook logs
  • Configuring High Availability or Disaster Recovery options
  • Starting and stopping FortiSOAR Services
  • Changing the FortiSOAR default database passwords
  • Setting up a proxy server to service all requests from FortiSOAR
    • Configuring Proxy Settings and environment variables
  • Backing up the data encryption keys
  • Configuring a reverse proxy (Apache proxy server)
• Troubleshooting FortiSOAR Issues
  • Issues occurring in FortiSOAR due to insufficient space
  • Troubleshooting Deployment Issues
    • The FortiSOAR Virtual Appliance deployment on ESX is failing
    • Cannot access the FortiSOAR portal
    • Cannot login to the FortiSOAR platform
    • Getting a 502 error when you click on the Reports tab
  • Troubleshooting Upgrade Issues
    • Post license renewal you cannot log into FortiSOAR
    • Failure to upgrade FortiSOAR
    • Post-upgrade your playbooks fail to execute, and the playbooks are also not listed in the executed playbooks log
    • Login and logout events are not audited after you have upgraded your FortiSOAR version
    • Issues occurring when you have restored data on a FortiSOAR 6.0+ system with data backed up from a system prior to 6.0.0
• Change Log