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Sending invitation emails

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This section lists the new features added to EMS:

Sending invitation emails

In FortiClient Cloud, administrators can send endpoint users invitation emails to help them connect their FortiClient to FortiClient Cloud. You can now also send invitation emails as an on-premise EMS administrator. This helps non-expert end users to easily connect EMS by copying and pasting their invitation code, scanning a QR code, or clicking the Register to EMS link in the invitation email. End users do not need to know the EMS IP address, port number, or site information to connect their endpoint to EMS.

You can enforce that only endpoints that were invited using an invitation email can connect to and be managed by EMS using the Enforce invitation-only registration for option in System Settings > EMS Settings.

To configure an invitation email:
  1. Go to Endpoints > Invitations.
  2. Click Add.
  3. Configure the following fields:

    Option

    Description

    EMS Listen Address

    From the dropdown list, select the desired IP address/FQDN to include in the invitation code. FortiClient connects to EMS using this IP address/FQDN.

    Type

    Select Individual to support registering a single endpoint or Bulk to support registering multiple endpoints using the same invitation code.

    Send email notifications

    Enable this option to send the invitation email to an end user. You can only enable this option if you have configured an SMTP server in EMS. See Configuring SMTP Server settings.

    Email recipients

    Enter one or multiple email addresses to send the invitation code to.

    Include FortiClient Installer

    Enable this option to include a FortiClient installer in the invitation code. Invitation codes for which this option is enabled must be bulk invitation codes.

    Expiring

    Enable this option to configure an expiry date for this invitation code.

    Expiry date

    Configure the desired expiry date for this invitation code. After the invitation code expires, FortiClient cannot register to EMS using this code. By default, the expiry date is five days from the current date.

  4. Click Save.The endpoint user receives an email that includes an explanation of how to connect to EMS and can use the instructions in the email to connect to EMS.

This section lists the new features added to EMS:

Sending invitation emails

In FortiClient Cloud, administrators can send endpoint users invitation emails to help them connect their FortiClient to FortiClient Cloud. You can now also send invitation emails as an on-premise EMS administrator. This helps non-expert end users to easily connect EMS by copying and pasting their invitation code, scanning a QR code, or clicking the Register to EMS link in the invitation email. End users do not need to know the EMS IP address, port number, or site information to connect their endpoint to EMS.

You can enforce that only endpoints that were invited using an invitation email can connect to and be managed by EMS using the Enforce invitation-only registration for option in System Settings > EMS Settings.

To configure an invitation email:
  1. Go to Endpoints > Invitations.
  2. Click Add.
  3. Configure the following fields:

    Option

    Description

    EMS Listen Address

    From the dropdown list, select the desired IP address/FQDN to include in the invitation code. FortiClient connects to EMS using this IP address/FQDN.

    Type

    Select Individual to support registering a single endpoint or Bulk to support registering multiple endpoints using the same invitation code.

    Send email notifications

    Enable this option to send the invitation email to an end user. You can only enable this option if you have configured an SMTP server in EMS. See Configuring SMTP Server settings.

    Email recipients

    Enter one or multiple email addresses to send the invitation code to.

    Include FortiClient Installer

    Enable this option to include a FortiClient installer in the invitation code. Invitation codes for which this option is enabled must be bulk invitation codes.

    Expiring

    Enable this option to configure an expiry date for this invitation code.

    Expiry date

    Configure the desired expiry date for this invitation code. After the invitation code expires, FortiClient cannot register to EMS using this code. By default, the expiry date is five days from the current date.

  4. Click Save.The endpoint user receives an email that includes an explanation of how to connect to EMS and can use the instructions in the email to connect to EMS.