Fortinet FortiGate FortiGate-1000, FortiGate 1000 Installation Manual

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FortiGate 1000

Installation Guide

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Version 2.80 MR4

30 August 2004

01-28004-0025-20040830

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INTERNAL

EXTERNAL

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No part of this publication including text, examples, diagrams or illustrations may be reproduced, transmitted, or translated in any form or by any means, electronic, mechanical, manual, optical or otherwise, for any purpose, without prior written permission of Fortinet Inc.

FortiGate-1000 Installation Guide

Version 2.80 MR4 30 August 2004 01-28004-0025-20040830

Trademarks

Products mentioned in this document are trademarks or registered trademarks of their respective holders.

Regulatory Compliance

FCC Class A Part 15 CSA/CUS

CAUTION: RISK OF EXPLOSION IF BATTERY IS REPLACED BY AN INCORRECT TYPE. DISPOSE OF USED BATTERIES ACCORDING TO THE INSTRUCTIONS.

For technical support, please visit http://www.fortinet.com.

Send information about errors or omissions in this document or any Fortinet technical documentation to techdoc@fortinet.com.

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Table of Contents

Introduction ............................................................................................................ 5

Secure installation, configuration, and management .......................................................... 6

Web-based manager ...................................................................................................... 6

Command line interface .................................................................................................. 7

Setup wizard ................................................................................................................... 7

Document conventions ....................................................................................................... 7

Fortinet documentation ....................................................................................................... 9

Comments on Fortinet technical documentation............................................................. 9

Customer service and technical support........................................................................... 10

Getting started ..................................................................................................... 11

Package contents ............................................................................................................. 12

Mounting ........................................................................................................................... 12

Turning the FortiGate unit power on and off ..................................................................... 13

Connecting to the web-based manager............................................................................ 14

Connecting to the command line interface (CLI)............................................................... 15

Factory default FortiGate configuration settings ............................................................... 17

Factory default NAT/Route mode network configuration .............................................. 17

Factory default Transparent mode network configuration............................................. 18

Factory default firewall configuration ............................................................................ 19

Factory default protection profiles................................................................................. 19

Planning the FortiGate configuration ................................................................................ 20

NAT/Route mode .......................................................................................................... 21

NAT/Route mode with multiple external network connections ...................................... 21

Transparent mode......................................................................................................... 22

Configuration options .................................................................................................... 23

Next steps ......................................................................................................................... 24

Contents

NAT/Route mode installation.............................................................................. 25

Preparing to configure the FortiGate unit in NAT/Route mode ......................................... 25

DHCP or PPPoE configuration ..................................................................................... 26

Using the web-based manager ......................................................................................... 27

Configuring basic settings............................................................................................. 27

Using the front control buttons and LCD........................................................................... 28

Using the command line interface..................................................................................... 29

Configuring the FortiGate unit to operate in NAT/Route mode ..................................... 29

Using the setup wizard...................................................................................................... 32

Starting the setup wizard .............................................................................................. 33

Reconnecting to the web-based manager .................................................................... 33

Connecting the FortiGate unit to the network(s) ............................................................... 33

Configuring the networks .................................................................................................. 35

Next steps ......................................................................................................................... 35

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Contents

Transparent mode installation............................................................................ 37

Preparing to configure Transparent mode ........................................................................ 37

Using the web-based manager ......................................................................................... 38

Reconnecting to the web-based manager .................................................................... 39

Using the front control buttons and LCD........................................................................... 39

Using the command line interface..................................................................................... 40

Using the setup wizard...................................................................................................... 42

Reconnecting to the web-based manager .................................................................... 42

Connecting the FortiGate unit to your network ................................................................. 42

Next steps ......................................................................................................................... 44

High availability installation................................................................................ 47

Priorities of heartbeat device and monitor priorities...................................................... 47

Configuring FortiGate units for HA operation.................................................................... 47

High availability configuration settings .......................................................................... 47

Configuring FortiGate units for HA using the web-based manager .............................. 49

Configuring FortiGate units for HA using the CLI.......................................................... 50

Connecting the cluster to your networks........................................................................... 51

Installing and configuring the cluster................................................................................. 53

Index ...................................................................................................................... 55

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Introduction

FortiGate Antivirus Firewalls improve network security, reduce network misuse and abuse, and help you use communications resources more efficiently without compromising the performance of your network. FortiGate Antivirus Firewalls are ICSA-certified for firewall, IPSec, and antivirus services.

The FortiGate Antivirus Firewall is a dedicated easily managed security device that delivers a full suite of capabilities that include:

• application-level services such as virus protection and content filtering,

• network-level services such as firewall, intrusion detection, VPN, and traffic shaping.

The FortiGate Antivirus Firewall uses Fortinet’s Accelerated Behavior and Content Analysis System (ABACAS™) technology, which leverages breakthroughs in chip design, networking, security, and content analysis. The unique ASIC-based architecture analyzes content and behavior in real-time, enabling key applications to be deployed right at the network edge where they are most effective at protecting your networks.

The FortiGate-1000 model provides the carrier-class levels of performance and reliability demanded by large enterprises and service providers. The FortiGate-1000 uses multiple CPUs and FortiASIC chips to deliver throughput of 2Gbps, meeting the needs of the most demanding applications. Each FortiGate-1000 unit includes redundant power supplies to minimize single-point failures, and also supports load-balanced operation and redundant failover with no interruption in service. The high capacity, reliability, and easy management of the FortiGate-1000 makes it a natural choice for managed service offerings.

FortiGate-1000 Installation Guide Version 2.80 MR4

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Secure installation, configuration, and management Introduction

Secure installation, configuration, and management

The FortiGate unit default configuration includes default interface IP addresses and is only a few steps away from protecting your network. There are several ways to configure basic FortiGate settings:

• the web-based manager,

• the front panel control buttons and LCD,

• the command line interface (CLI), or

• the setup wizard.

The CLI or the web-based manager can then be used to complete configuration and to perform maintenance and administration.

Web-based manager

Using HTTP or a secure HTTPS connection from any computer running Internet Explorer, you can configure and manage the FortiGate unit. The web-based manager supports multiple languages. You can configure the FortiGate unit for HTTP and HTTPS administration from any FortiGate interface.

You can use the web-based manager to configure most FortiGate settings. You can also use the web-based manager to monitor the status of the FortiGate unit. Configuration changes made using the web-based manager are effective immediately without resetting the firewall or interrupting service. Once you are satisfied with a configuration, you can download and save it. The saved configuration can be restored at any time.

Figure 1: FortiGate web-based manager and setup wizard

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Introduction Document conventions

Command line interface

You can access the FortiGate command line interface (CLI) by connecting a management computer serial port to the FortiGate RS-232 serial console connector. You can also use Telnet or a secure SSH connection to connect to the CLI from any network that is connected to the FortiGate unit, including the Internet.

The CLI supports the same configuration and monitoring functionality as the web-based manager. In addition, you can use the CLI for advanced configuration options that are not available from the web-based manager.

This Installation Guide contains information about basic and advanced CLI commands. For a more complete description about connecting to and using the FortiGate CLI, see the FortiGate CLI Reference Guide.

Setup wizard

The FortiGate setup wizard provides an easy way to configure the basic initial settings for the FortiGate unit. The wizard walks through the configuration of a new administrator password, FortiGate interfaces, DHCP server settings, internal servers (web, FTP, etc.), and basic antivirus settings.

Document conventions

This guide uses the following conventions to describe command syntax.

• Angle brackets < > to indicate variables.

For example:

execute restore config <filename_str>

You enter:

execute restore config myfile.bak

<xxx_str> indicates an ASCII string that does not contain new-lines or carriage

returns.

<xxx_integer> indicates an integer string that is a decimal (base 10) number.

<xxx_octet> indicates a hexadecimal string that uses the digits 0-9 and letters

A-F.

<xxx_ipv4> indicates a dotted decimal IPv4 address.

<xxx_v4mask> indicates a dotted decimal IPv4 netmask.

<xxx_ipv4mask> indicates a dotted decimal IPv4 address followed by a dotted

decimal IPv4 netmask.

<xxx_ipv6> indicates a dotted decimal IPv6 address.

<xxx_v6mask> indicates a dotted decimal IPv6 netmask.

<xxx_ipv6mask> indicates a dotted decimal IPv6 address followed by a dotted

decimal IPv6 netmask.

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Document conventions Introduction

• Vertical bar and curly brackets {|} to separate alternative, mutually exclusive required keywords.

For example:

set opmode {nat | transparent}

You can enter set opmode nat or set opmode transparent.

• Square brackets [ ] to indicate that a keyword or variable is optional.

For example:

show system interface [<name_str>]

To show the settings for all interfaces, you can enter show system interface. To show the settings for the internal interface, you can enter show system interface internal.

• A space to separate options that can be entered in any combination and must be separated by spaces.

For example:

set allowaccess {ping https ssh snmp http telnet}

You can enter any of the following:

set allowaccess ping

set allowaccess ping https ssh

set allowaccess https ping ssh

set allowaccess snmp

In most cases to make changes to lists that contain options separated by spaces, you need to retype the whole list including all the options you want to apply and excluding all the options you want to remove.

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Introduction Fortinet documentation

Fortinet documentation

Information about FortiGate products is available from the following FortiGate User Manual volumes:

• FortiGate QuickStart Guide

Each QuickStart Guide provides the basic information required to connect and install a FortiGate model.

• FortiGate Installation Guide

Each Installation Guide provides detailed information required to install a FortiGate model. Includes hardware reference, default configuration, installation procedures, connection procedures, and basic configuration procedures.

• FortiGate Administration Guide

Each Administration Guide describes how to configure a FortiGate model. Configuration information includes how to use FortiGate firewall policies to control traffic flow through the FortiGate unit and how to configure VPN, IPS, antivirus, web filtering, spam filtering. The administration guide also describes how to use protection profiles to apply intrusion prevention, antivirus protection, web content filtering, and spam filtering to traffic passing through the FortiGate unit.

• FortiGate CLI Reference Guide

Describes how to use the FortiGate CLI and contains a reference to all FortiGate CLI commands.

• FortiGate Log Message Reference Guide

Describes the structure of FortiGate log messages and provides information on all log messages generated by the FortiGate unit.

• FortiGate High Availability Guide

Contains in-depth information about FortiGate High Availability and the FortiGate Clustering Protocol (FGCP).

The FortiGate online help also contains procedures for using the FortiGate web-based manager to configure and manage the FortiGate unit. For a complete list of FortiGate documentation visit Fortinet Technical Support at http://support.fortinet.com.

Comments on Fortinet technical documentation

You can send information about errors or omissions in this document, or any Fortinet technical documentation, to techdoc@fortinet.com.

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Customer service and technical support Introduction

Customer service and technical support

For antivirus and attack definition updates, firmware updates, updated product documentation, technical support information, and other resources, please visit the Fortinet technical support web site at http://support.fortinet.com.

You can also register FortiGate Antivirus Firewalls from http://support.fortinet.com and change your registration information at any time.

Fortinet email support is available from the following addresses:

amer_support@fortinet.com For customers in the United States, Canada, Mexico, Latin

apac_support@fortinet.com For customers in Japan, Korea, China, Hong Kong, Singapore,

eu_support@fortinet.com For customers in the United Kingdom, Scandinavia, Mainland

America and South America.

Malaysia, all other Asian countries, and Australia.

Europe, Africa, and the Middle East.

For information on Fortinet telephone support, see http://support.fortinet.com.

When requesting technical support, please provide the following information:

• Your name

• Company name

•Location

• Email address

• Telephone number

• FortiGate unit serial number

• FortiGate model

• FortiGate FortiOS firmware version

• Detailed description of the problem

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FortiGate-1000 Installation Guide Version 2.80 MR4

Getting started

This section describes unpacking, setting up, and powering on a FortiGate Antivirus Firewall unit. This section includes:

• Package contents

• Mounting

• Turning the FortiGate unit power on and off

• Connecting to the web-based manager

• Connecting to the command line interface (CLI)

• Factory default FortiGate configuration settings

• Planning the FortiGate configuration

• Next steps

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Package contents Getting started

Package contents

The FortiGate-1000 package contains the following items:

• FortiGate-1000 Antivirus Firewall

• two orange crossover ethernet cables (Fortinet part number CC300248)

• two blue regular ethernet cables (Fortinet part number CC300249)

• one null modem cable (Fortinet part number CC300247)

• FortiGate-1000 QuickStart Guide

• power cable

• CD containing the FortiGate user documentation

• two 19-inch rack mount brackets

Figure 2: FortiGate-1000 package contents

Mounting

Ethernet Cables: Orange - Crossover x 2 Grey - Straight-through x 2

Null-Modem Cable

(RS-232)

Power Cable

Esc

LCD Control

Buttons

Front View

Enter

Power

Light

1 2 3 4 / HA

1, 2, 3, 4/HA

Interface

INTERNAL

Internal

Interface

EXTERNAL

External

Interface

Back View

Rack-Mount Brackets

FortiGate-1000

1234 / HA

INTERNAL

EXTERNAL

Enter

RS-232 Serial

Connection

Power

Connection

Power

Switch

USER MANUAL

The FortiGate-1000 unit can be mounted in a standard 19-inch rack. It requires 2 U of vertical space in the rack.

The FortiGate-1000 unit can also be installed as a free-standing appliance on any stable surface.

Esc

QuickStart Guide

Documentation

Dimensions

• 16.75 x 12 x 1.75 in. (42.7 x 30.5 x 4.5 cm)

Weight

• 17.5 lb. (8 kg)

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Getting started Turning the FortiGate unit power on and off

Power requirements

• Power dissipation: 285 W (max)

• AC input voltage: 100 to 240 VAC

• AC input current: 6 A

• Frequency: 50 to 60 Hz

• The FortiGate-1000 unit may overload your supply circuit and impact your overcurrent protection and supply wiring. Use appropriate equipment nameplate ratings to address this concern.

• Make sure that the FortiGate-1000 unit has reliable earthing. Fortinet recommends direct connections to the branch circuit.

Environmental specifications

• Operating temperature: 32 to 104°F (0 to 40°C)

• Storage temperature: -13 to 158°F (-25 to 70°C)

• Humidity: 5 to 95% non-condensing

• If you install the FortiGate-1000 unit in a closed or multi-unit rack assembly, the operating ambient temperature of the rack environment may be greater than room ambient. Make sure the operating ambient temperature does not exceed the manufacturer's maximum rated ambient temperature.

Air flow

• For rack installation, make sure that the amount of air flow required for safe operation of the FortiGate unit is not compromised.

• For free-standing installation, make sure that the FortiGate unit has at least 1.5 in. (3.75 cm) of clearance on each side to allow for adequate air flow and cooling.

Mechanical loading

• For rack installation, make sure the mechanical loading of the FortiGate unit is evenly distributed to avoid a hazardous condition.

Turning the FortiGate unit power on and off

To power on the FortiGate unit

1 Make sure that the power switch on the back of the unit is turned off.

2 Connect the power cables to the power connections on the back of the FortiGate unit.

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Connecting to the web-based manager Getting started

3 Connect the power cables to power outlets.

Connect each power cable to a different power source, if possible. If one power source fails, the other source might still be operative.

After a few seconds, SYSTEM STARTING appears on the LCD.

MAIN MENU appears on the LCD when the system is running.

Table 1: FortiGate-1000 LED indicators

LED State Description

Power Green The FortiGate unit is powered on.

Off The FortiGate unit is powered off.

1 to 4/HA Amber The correct cable is in use, and the connected equipment has

Flashing amber

Green The interface is connected at 100 Mbps.

Off No link established.

Internal External

Amber The correct cable is in use, and the connected equipment has

Flashing amber

Green The interface is connected at 1000 Mbps.

Off No link established.

power.

Network activity at this interface.

power.

Network activity at this interface.

To power off the FortiGate unit

Always shut down the FortiGate operating system properly before turning off the power switch.

1 From the web-based manager, go to System > Maintenance > ShutDown, select

Shut Down and select Apply, or from the CLI, enter:

execute shutdown

2 Turn off the power switch.

3 Disconnect the power cable from the power supply.

Connecting to the web-based manager

Use the following procedure to connect to the web-based manager for the first time. Configuration changes made with the web-based manager are effective immediately without resetting the firewall or interrupting service.

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Getting started Connecting to the command line interface (CLI)

To connect to the web-based manager, you need:

• a computer with an ethernet connection,

• Internet Explorer version 4.0 or higher,

• a crossover cable or an ethernet hub and two ethernet cables.

Note: You can use the web-based manager with recent versions of most popular web browsers. The web-based manager is fully supported for Internet Explorer version 4.0 or higher.

To connect to the web-based manager

1 Set the IP address of the computer with an ethernet connection to the static IP

address 192.168.1.2 with a netmask of 255.255.255.0.

2 Start Internet Explorer and browse to the address https://192.168.1.99. (remember to

include the “s” in https://). The FortiGate login is displayed.

Figure 3: FortiGate login

3 Type admin in the Name field and select Login.

Connecting to the command line interface (CLI)

As an alternative to the web-based manager, you can install and configure the FortiGate unit using the CLI. Configuration changes made with the CLI are effective immediately without resetting the firewall or interrupting service.

To connect to the FortiGate CLI, you need:

• a computer with an available communications port,

• the null modem cable included in your FortiGate package,

• terminal emulation software such as HyperTerminal for Windows.

Note: The following procedure describes how to connect to the CLI using Windows HyperTerminal software. You can use any terminal emulation program.

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Connecting to the command line interface (CLI) Getting started

To connect to the CLI

1 Connect the null modem cable to the communications port of your computer and to

the FortiGate Console port.

2 Make sure that the FortiGate unit is powered on.

3 Start HyperTerminal, enter a name for the connection, and select OK.

4 Configure HyperTerminal to connect directly to the communications port on your

computer and select OK.

5 Select the following port settings and select OK.

Bits per second 9600

Data bits 8

Parity None

Stop bits 1

Flow control None

6 Press Enter to connect to the FortiGate CLI.

The following prompt is displayed: FortiGate-1000 login:

7 Type admin and press Enter twice.

The following prompt is displayed:

Welcome !

Type ? to list available commands. For information about how to use the CLI, see the FortiGate CLI Reference Guide.

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Getting started Factory default FortiGate configuration settings

Factory default FortiGate configuration settings

The FortiGate unit is shipped with a factory default configuration. The default configuration allows you to connect to and use the FortiGate web-based manager to configure the FortiGate unit onto the network. To configure the FortiGate unit onto the network you add an administrator password, change network interface IP addresses, add DNS server IP addresses, and configure basic routing, if required.

If you plan to operate the FortiGate unit in Transparent mode, you can switch to Transparent mode from the factory default configuration and then configure the FortiGate unit onto the network in Transparent mode.

Once the network configuration is complete, you can perform additional configuration tasks such as setting system time, configuring virus and attack definition updates, and registering the FortiGate unit.

The factory default protection profiles can be used to apply different levels of antivirus protection, web content filtering, spam filtering, and IPS to the network traffic that is controlled by firewall policies.

• Factory default NAT/Route mode network configuration

• Factory default Transparent mode network configuration

• Factory default firewall configuration

• Factory default protection profiles

Factory default NAT/Route mode network configuration

When the FortiGate unit is first powered on, it is running in NAT/Route mode and has the basic network configuration listed in Ta bl e 2. This configuration allows you to connect to the FortiGate unit web-based manager and establish the configuration required to connect the FortiGate unit to the network. In Ta b le 2 , HTTPS administrative access means you can connect to the web-based manager using HTTPS protocol through this interface. Ping administrative access means this interface responds to ping requests.

Table 2: Factory default NAT/Route mode network configuration

Administrator account

Internal interface

External interface

Port 1

User name: admin

Password: (none)

IP: 192.168.1.99

Netmask: 255.255.255.0

Administrative Access: HTTPS, Ping

IP: 192.168.100.99

Netmask: 255.255.255.0

Administrative Access: Ping

IP: 0.0.0.0

Netmask: 0.0.0.0

Administrative Access: Ping

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Factory default FortiGate configuration settings Getting started

Table 2: Factory default NAT/Route mode network configuration (Continued)

IP: 0.0.0.0

Port 2

Port 3

Port 4/HA

Network Settings

Netmask: 0.0.0.0

Administrative Access: Ping

IP: 0.0.0.0

Netmask: 0.0.0.0

Administrative Access: Ping

IP: 0.0.0.0

Netmask: 0.0.0.0

Administrative Access: Ping

Default Gateway (for default route) 192.168.100.1

Interface connected to external network (for default route)

Default Route A default route consists of a default gateway and the name of

the interface connected to the external network (usually the Internet). The default gateway directs all non-local traffic to this interface and to the external network.

Primary DNS Server 207.192.200.1

Secondary DNS Server 207.192.200.129

external

Factory default Transparent mode network configuration

In Transparent mode, the FortiGate unit has the default network configuration listed in

Ta bl e 3 .

Table 3: Factory default Transparent mode network configuration

Administrator account

Management IP

DNS

Administrative access

User name: admin

Password: (none)

IP: 10.10.10.1

Netmask: 255.255.255.0

Primary DNS Server: 207.194.200.1

Secondary DNS Server: 207.194.200.129

Internal HTTPS, Ping

External Ping

Port 1 Ping

Port 2 Ping

Port 3 Ping

Port 4/HA Ping

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Getting started Factory default FortiGate configuration settings

Factory default firewall configuration

FortiGate firewall policies control how all traffic is processed by the FortiGate unit. Until firewall policies are added, no traffic can be accepted by or pass through the FortiGate unit. To allow traffic through the FortiGate unit you can add firewall policies. See the FortiGate Administration Guide for information about adding firewall policies.

The following firewall configuration settings are included in the default firewall configuration to make it easier to add firewall policies.

Table 4: Default firewall configuration

Configuration setting Name Description

Firewall address All Firewall address matches the source or

Pre-defined service More than 50

predefined services

Recurring schedule Always The recurring schedule is valid at any time.

Protection Profiles Strict, Scan, Web,

Unfiltered

destination address of any packet.

Select from any of the 50 pre-defined services to control traffic through the FortiGate unit that uses that service.

Control how the FortiGate unit applies virus scanning, web content filtering, spam filtering, and IPS.

The factory default firewall configuration is the same in NAT/Route and Transparent mode.

Factory default protection profiles

Use protection profiles to apply different protection settings for traffic that is controlled by firewall policies. You can use protection profiles to:

• Configure antivirus protection for HTTP, FTP, IMAP, POP3, and SMTP firewall policies

• Configure Web filtering for HTTP firewall policies

• Configure Web category filtering for HTTP firewall policies

• Configure spam filtering for IMAP, POP3, and SMTP firewall policies

• Enable the Intrusion Protection System (IPS) for all services

• Enable content logging for HTTP, FTP, IMAP, POP3, and SMTP firewall policies

Using protection profiles, you can build protection configurations that can be applied to different types of firewall policies. This allows you to customize types and levels of protection for different firewall policies.

For example, while traffic between internal and external addresses might need strict protection, traffic between trusted internal addresses might need moderate protection. You can configure firewall policies for different traffic services to use the same or different protection profiles.

Protection profiles can be added to NAT/Route mode and Transparent mode firewall policies.

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Planning the FortiGate configuration Getting started

The FortiGate unit comes preconfigured with four protection profiles.

Strict To apply maximum protection to HTTP, FTP, IMAP, POP3, and SMTP traffic.

Scan To apply antivirus scanning to HTTP, FTP, IMAP, POP3, and SMTP content

Web To apply antivirus scanning and web content blocking to HTTP content

Unfiltered To apply no scanning, blocking or IPS. Use if you do not want to apply

Figure 4: Web protection profile settings

You may not use the strict protection profile under normal circumstances but it is available if you have problems with viruses and require maximum screening.

traffic. Quarantine is also selected for all content services. On FortiGate models with a hard drive, if antivirus scanning finds a virus in a file, the file is quarantined on the FortiGate local disk. If required, system administrators can recover quarantined files.

traffic. You can add this protection profile to firewall policies that control HTTP traffic.

content protection to content traffic. You can add this protection profile to firewall policies for connections between highly trusted or highly secure networks where content does not need to be protected.

Planning the FortiGate configuration

Before you configure the FortiGate unit, you need to plan how to integrate the unit into the network. Among other things, you must decide whether you want the unit to be visible to the network, which firewall functions you want it to provide, and how you want it to control the traffic flowing between its interfaces.

Your configuration plan depends on the operating mode that you select. The FortiGate unit can be configured in one of two modes: NAT/Route mode (the default) or Transparent mode.

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Getting started Planning the FortiGate configuration

NAT/Route mode

In NAT/Route mode, the FortiGate unit is visible to the network. Like a router, all its interfaces are on different subnets. The following interfaces are available in NAT/Route mode:

• External is the interface to the external network (usually the Internet).

• Internal is the interface to the internal network.

• Ports 1 and 3 can be connected to any networks.

• Port 2 can be connected to a DMZ network or to any other network.

• Port 4/HA can be connected to another network. Port 4/HA can also be connected to other FortiGate-1000 units if you are installing an HA cluster.

You can add firewall policies to control whether communications through the FortiGate unit operate in NAT or Route mode. Firewall policies control the flow of traffic based on the source address, destination address, and service of each packet. In NAT mode, the FortiGate unit performs network address translation before it sends the packet to the destination network. In Route mode, there is no address translation.

You typically use NAT/Route mode when the FortiGate unit is operating as a gateway between private and public networks. In this configuration, you would create NAT mode firewall policies to control traffic flowing between the internal, private network and the external, public network (usually the Internet).

If you have multiple internal networks, such as a DMZ network in addition to the internal, private network, you could create route mode firewall policies for traffic flowing between them.

Figure 5: Example NAT/Route mode network configuration

Internet

External

204.23.1.5

FortiGate-1000 Unit in NAT/Route mode

Enter

Esc

NAT mode policies controlling traffic between internal and external networks.

1 2 3 4 / HA

192.168.1.1

INTERNAL

EXTERNAL

678

10.10.10.2

Internal

Port 2

NAT/Route mode with multiple external network connections

In NAT/Route mode, you can configure the FortiGate unit with multiple redundant connections to the external network (usually the Internet). For example, you could create the following configuration:

• External is the default interface to the external network (usually the Internet).

• Port 1 is the redundant interface to the external network.

• Internal is the interface to the internal network.

• Port 2 is the interface to the DMZ network.

Internal network

192.168.1.3

Route mode policies controlling traffic between internal networks.

DMZ network

10.10.10.23

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Planning the FortiGate configuration Getting started

You must configure routing to support redundant Internet connections. Routing can be used to automatically redirect connections from an interface if its connection to the external network fails.

Otherwise, security policy configuration is similar to a NAT/Route mode configuration with a single Internet connection. You would create NAT mode firewall policies to control traffic flowing between the internal, private network and the external, public network (usually the Internet).

If you have multiple internal networks, such as a DMZ network in addition to the internal, private network, you could create route mode firewall policies for traffic flowing between them.

Figure 6: Example NAT/Route multiple internet connection configuration

Internal network

192.168.1.3

Route mode policies controlling traffic between internal networks.

DMZ network

10.10.10.23

Internet

External

204.23.1.5

Port 1

64.83.32.45

FortiGate-1000 Unit in NAT/Route mode

Enter

Esc

NAT mode policies controlling traffic between internal and external networks.

1 2 3 4 / HA

INTERNAL

Internal

192.168.1.1

EXTERNAL

Port 2

10.10.10.2

Transparent mode

In Transparent mode, the FortiGate unit is invisible to the network. Similar to a network bridge, all FortiGate interfaces must be on the same subnet. You only have to configure a management IP address so that you can make configuration changes. The management IP address is also used for antivirus and attack definition updates.

You typically use the FortiGate unit in Transparent mode on a private network behind an existing firewall or behind a router. The FortiGate unit performs firewall functions, IPSec VPN, virus scanning, IPS, web content filtering, and Spam filtering.

Figure 7: Example Transparent mode network configuration

Internet

Gateway to public network

204.23.1.5

(firewall, router)

192.168.1.1

External

FortiGate-1000 Unit

in Transparent mode

Enter

Esc

192.168.1.2 Management IP

Transparent mode policies controlling traffic between internal and external networks

1 2 3 4 / HA

INTERNAL

EXTERNAL

Internal

Internal network

192.168.1.3

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Getting started Planning the FortiGate configuration

You can connect up to six network segments to the FortiGate unit to control traffic between these network segments.

• External can connect to the external firewall or router.

• Internal can connect to the internal network.

• Port 1, 2, and 3 can connect to other network segments.

• Port 4/HA can connect to another network segment. Port 4/HA can also connect to other FortiGate-1000 units if you are installing an HA cluster.

Configuration options

Once you have selected Transparent or NAT/Route mode operation, you can complete the configuration plan and begin to configure the FortiGate unit.

You can use the web-based manager GUI, the control buttons and LCD, or the command line interface (CLI) for the basic configuration of the FortiGate unit. You can use the web-based manager setup wizard for easy configuration of a few more advanced settings.

Web-based manager

You can configure most basic and advanced setting from the web-based manager GUI.

CLI

If you are configuring the FortiGate unit to operate in NAT/Route mode, you can add the administration password and all interface addresses using the CLI. You can also add DNS server IP addresses and a default route for the external interface.

If you are configuring the FortiGate unit to operate in Transparent mode, you can use the CLI to switch to Transparent mode. Then you can add the administration password, the management IP address and gateway, and the DNS server addresses.

Front control buttons and LCD

If you are configuring the FortiGate unit to operate in NAT/Route mode, you can use the control buttons and LCD to add the IP address of the FortiGate interfaces as well as the external default gateway.

If you are configuring the FortiGate unit to operate in Transparent mode, you can use the control buttons and LCD to switch to Transparent mode. Then you can add the management IP address and default gateway.

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Next steps Getting started

Setup wizard

If you are configuring the FortiGate unit to operate in NAT/Route mode (the default), you can use the setup wizard to:

• add the administration password

• configure the internal interface address

• choose either a manual (static) or a dynamic (DHCP or PPPoE) address for the external interface

• add a default route for the external interface

• add the DNS server IP addresses

• add the DHCP server settings and IP addresses

• add various internal server IP addresses including web, IMAP, POP3, SMTP, and FTP servers

• set the antivirus protection to high, medium, or none

If you are configuring the FortiGate unit to operate in Transparent mode, you can switch to Transparent mode from the web-based manager and then use the setup wizard to add the administration password, the management IP address and gateway, and the DNS server addresses.

Next steps

Now that your FortiGate unit is operating, you can proceed to configure it to connect to networks:

• If you are going to operate the FortiGate unit in NAT/Route mode, go to

“NAT/Route mode installation” on page 25.

• If you are going to operate the FortiGate unit in Transparent mode, go to

“Transparent mode installation” on page 37.

• If you are going to operate the or more FortiGate units in HA mode, go to “High

availability installation” on page 47.

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FortiGate-1000 Installation Guide Version 2.80 MR4

NAT/Route mode installation

This chapter describes how to install the FortiGate unit in NAT/Route mode. For information about installing a FortiGate unit in Transparent mode, see “Transparent

mode installation” on page 37. For information about installing two or more FortiGate

units in HA mode, see “High availability installation” on page 47. For more information about installing the FortiGate unit in NAT/Route mode, see “Planning the FortiGate

configuration” on page 20.

This chapter describes:

• Preparing to configure the FortiGate unit in NAT/Route mode

• Using the web-based manager

• Using the front control buttons and LCD

• Using the command line interface

• Using the setup wizard

• Connecting the FortiGate unit to the network(s)

• Configuring the networks

• Next steps

Preparing to configure the FortiGate unit in NAT/Route mode

Use Tab le 5 to gather the information that you need to customize NAT/Route mode settings.

You can configure the FortiGate unit in several ways:

• the web-based manager GUI is a complete interface for configuring most settings. See “Using the web-based manager” on page 27.

• the front control buttons and LCD provide access to the most important basic settings “Using the front control buttons and LCD” on page 28.

• the command line interface (CLI) is a complete text-based interface for configuring all settings. See “Using the command line interface” on page 29.

• the setup wizard provides easy, fast configuration of the most basic settings to get the unit up and running quickly. See “Using the setup wizard” on page 32.

The method that you choose depends on the complexity of the configuration, access and equipment, and the type of interface you are most comfortable using.

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Preparing to configure the FortiGate unit in NAT/Route mode NAT/Route mode installation

Table 5: NAT/Route mode settings

Administrator Password:

Internal

External

Port 1

Port 2

Port 3

Port 4/HA

Network settings

IP: _____._____._____._____

Netmask: _____._____._____._____

IP: _____._____._____._____

Netmask: _____._____._____._____

IP: _____._____._____._____

Netmask: _____._____._____._____

IP: _____._____._____._____

Netmask: _____._____._____._____

IP: _____._____._____._____

Netmask: _____._____._____._____

IP: _____._____._____._____

Netmask: _____._____._____._____

Default Gateway: _____._____._____._____

Interface connected to external network (usually external):

A default route consists of a default gateway and the name of the interface connected to the external network (usually the Internet). The default gateway directs all non-local traffic to this interface and to the external network.

DHCP or PPPoE configuration

You can configure any FortiGate interface to acquire its IP address from a DHCP or PPPoE server. Your ISP may provide IP addresses using one of these protocols.

To use the FortiGate DHCP server, you need to configure an IP address range and default route for the server. No configuration information is required for interfaces that are configured to use DHCP.

PPPoE requires you to supply a user name and password. In addition, PPPoE unnumbered configurations require you to supply an IP address. Use Table 6 to record the information you require for your PPPoE configuration.

Table 6: PPPoE settings

User name:

Password:

Primary DNS Server: _____._____._____._____

Secondary DNS Server: _____._____._____._____

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NAT/Route mode installation Using the web-based manager

Using the web-based manager

You can use the web-based manager for the initial configuration of the FortiGate unit. You can also continue to use the web-based manager for all FortiGate unit settings.

For information about connecting to the web-based manager, see “Connecting to the

web-based manager” on page 14.

Configuring basic settings

After connecting to the web-based manager you can use the following procedures to complete the basic configuration of the FortiGate unit.

To add/change the administrator password

1 Go to System > Admin > Administrators.

2 Select the Change Password icon for the admin administrator.

3 Enter the new password and enter it again to confirm.

4 Select OK.

To configure interfaces

1 Go to System > Network > Interface.

2 Select the edit icon for an interface.

3 Set the addressing mode for the interface.

Choose from manual, DHCP, or PPPoE.

4 Complete the addressing configuration.

• For manual addressing, enter the IP address and netmask for the interface.

• For DHCP addressing, select DHCP and any required settings.

• For PPPoE addressing, select PPPoE, and enter the username and password and any other required settings.

For information about how to configure these and other interface settings, see the FortiGate online help or the FortiGate Administration Guide.

5 Select OK.

6 Repeat this procedure for each interface.

Note: If you change the IP address of the interface you are connecting to, you must connect

through a web browser again using the new address. Browse to https:// followed by the new IP address of the interface. If the new IP address of the interface is on a different subnet, you may have to change the IP address of your computer to the same subnet.

To configure DNS server settings

1 Go to System > Network > DNS.

2 Enter the IP address of the primary DNS server.

3 Enter the IP address of the secondary DNS server.

4 Select OK.

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Using the front control buttons and LCD NAT/Route mode installation

To add a default route

Add a default route to configure where the FortiGate unit sends traffic destined for an external network (usually the Internet). Adding the default route also defines which interface is connected to an external network. The default route is not required if the interface connected to the external network is configured using DHCP or PPPoE.

1 Go to System > Router > Static.

2 If the Static Route table contains a default route (IP and Mask set to 0.0.0.0), select

the Delete icon to delete this route.

3 Select Create New.

4 Set Destination IP to 0.0.0.0.

5 Set Mask to 0.0.0.0.

6 Set Gateway to the default gateway IP address.

7 Set Device to the interface connected to the external network.

8 Select OK.

Using the front control buttons and LCD

Basic settings, including interface IP addresses, netmasks, default gateways, and the FortiGate operating mode can be configured using the LCD and front control buttons on the FortiGate unit. Use the information that you recorded in Table 5 on

page 26 to complete the following procedure. Start when Main Menu is displayed on

the LCD.

Note: You cannot configure DHCP or PPPoE from the control buttons and LCD. Instead you can use the web-based manager, the CLI, or the setup wizard.

To change the IP address and netmask of an interface

1 Press Enter to display the interface list.

2 Use the up and down arrows to highlight the name of the interface to change and

press Enter.

3 Press Enter for IP address.

4 Use the up and down arrow keys to increase or decrease the value of each IP address

digit. Press Enter to move to the next digit. Press Esc to move to the previous digit.

Note: When you enter an IP address, the LCD always shows three digits for each part of the address. For example, the IP address 192.168.100.1 appears on the LCD as 192.168.100.001. The IP address 192.168.23.45 appears as 192.168.023.045.

5 After you set the last digit of the IP address, press Enter.

6 Use the down arrow to highlight Netmask.

7 Press Enter and change the Netmask.

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NAT/Route mode installation Using the command line interface

8 After you set the last digit of the Netmask, press Enter.

9 Press Esc to return to the Main Menu.

To add a default gateway to an interface

The default gateway is usually configured for the interface connected to the Internet. You can use the procedure below to configure a default gateway for any interface.

1 Press Enter to display the interface list.

2 Use the down arrow key to highlight the name of the interface connected to the

Internet and press Enter.

3 Use the down arrow to highlight Default Gateway.

4 Press Enter and set the default gateway.

5 After you set the last digit of the default gateway, press Enter.

6 Press Esc to return to the Main Menu.

You have now completed the initial configuration of the FortiGate unit and you can proceed to “Next steps” on page 35.

Using the command line interface

You can also configure the FortiGate unit using the command line interface (CLI). For information about connecting to the CLI, see “Connecting to the command line

interface (CLI)” on page 15.

Configuring the FortiGate unit to operate in NAT/Route mode

Use the information that you gathered in Table 5 on page 26 to complete the following procedures.

To add/change the administrator password

1 Log in to the CLI.

2 Change the admin administrator password. Enter:

config system admin

edit admin

set password <psswrd>

end

To configure interfaces

1 Log in to the CLI.

2 Set the IP address and netmask of the internal interface to the internal IP address and

netmask that you recorded in Table 5 on page 26. Enter:

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Using the command line interface NAT/Route mode installation

config system interface

edit internal

set mode static set ip <address_ip> <netmask>

end

Example

config system interface

edit internal

set mode static set ip <192.168.120.99> <255.255.255.0>

end

3 Set the IP address and netmask of the external interface to the external IP address

and netmask that you recorded in Table 5 on page 26.

config system external

edit external

set mode static set ip <address_ip> <netmask>

end

Example

config system external

edit external

set mode static set ip <204.23.1.5> <255.255.255.0>

end

To set the external interface to use DHCP, enter:

config system interface

edit external

set mode dhcp

end

To set the external interface to use PPPoE, enter:

config system interface

edit external

set mode pppoe set connection enable set username <name_str> set password <psswrd>

end

4 Use the same syntax to set the IP address of each FortiGate interface as required.

5 Confirm that the addresses are correct. Enter:

get system interface

The CLI lists the IP address, netmask, and other settings for each of the FortiGate interfaces.

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NAT/Route mode installation Using the command line interface

To configure DNS server settings

• Set the primary and secondary DNS server IP addresses. Enter

config system dns

set primary <address_ip> set secondary <address_ip>

end

Example

config system dns

set primary 293.44.75.21 set secondary 293.44.75.22

end

To add a default route

Add a default route to configure where the FortiGate unit sends traffic that should be sent to an external network (usually the Internet). Adding the default route also defines which interface is connected to an external network. The default route is not required if the interface connected to the external network is configured using DHCP or PPPoE.

• Set the default route to the Default Gateway IP address. Enter:

config router static

edit 1

set dst 0.0.0.0 0.0.0.0 set gateway <gateway_IP> set device <interface>

end

Example

If the default gateway IP is 204.23.1.2 and this gateway is connected to the external interface:

config router static

edit 1

set dst 0.0.0.0 0.0.0.0 set gateway 204.23.1.2 set device external

end

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Using the setup wizard NAT/Route mode installation

Using the setup wizard

From the web-based manager, you can use the setup wizard to complete the initial configuration of the FortiGate unit. For information about connecting to the web-based manager, see “Connecting to the web-based manager” on page 14.

If you are configuring the FortiGate unit to operate in NAT/Route mode (the default), you can use the setup wizard to:

• add the administration password

• configure the internal interface address

• choose either a manual (static) or a dynamic (DHCP or PPPoE) address for the external interface

• add a default route for the external interface

• add the DNS server IP addresses

• add the DHCP server settings and IP addresses

• add various internal server IP addresses including web, IMAP, POP3, SMTP, and FTP servers

• set the antivirus protection to high, medium, or none

Ta bl e 7 lists the additional settings that you can configure with the setup wizard. See Table 5 on page 26 and Table 6 on page 26 for other settings.

Table 7: Setup wizard settings

Password Prepare an administrator password.

Internal Interface Use the information you gathered in Table 5 on page 26.

External Interface Use the information you gathered in Table 5 on page 26.

Starting IP: _____._____._____._____

Ending IP: _____._____._____._____

Netmask: _____._____._____._____

DHCP server

Internal servers

Default Gateway:

DNS IP: _____._____._____._____

Your FortiGate firewall contains a DHCP server to automatically set up the addresses of computers on your internal network

Web Server: _____._____._____._____

SMTP Server: _____._____._____._____

POP3 Server: _____._____._____._____

IMAP Server: _____._____._____._____

FTP Server: _____._____._____._____

If you provide access from the Internet to a web server, SMTP server, POP3 server IMAP server, or FTP server installed on an internal network, add the IP addresses of the servers here.

_____._____._____._____

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NAT/Route mode installation Connecting the FortiGate unit to the network(s)

Table 7: Setup wizard settings

Antivirus

Starting the setup wizard

1 In the web-based manager, select Easy Setup Wizard.

Figure 8: Select the Easy Setup Wizard

2 Follow the instructions on the wizard pages and use the information that you gathered

in Table 5 on page 26 and Table 7 on page 32 to fill in the wizard fields.

3 Select the Next button to step through the wizard pages.

High Create a protection profile that enables virus

scanning, file blocking, and blocking of oversize email for HTTP, FTP, IMAP, POP3, and SMTP. Add this protection profile to a default firewall policy.

Medium Create a protection profile that enables virus

scanning, for HTTP, FTP, IMAP, POP3, and SMTP (recommended). Add this protection profile to a default firewall policy.

None Do not configure antivirus protection.

Select one of these security levels to protect your network from viruses.

4 Confirm the configuration settings, and then select Finish and Close.

Note: If you use the setup wizard to configure internal server settings, the FortiGate unit adds

port forwarding virtual IPs and firewall policies for each server. For example, for each server located on the Internal network the FortiGate unit adds an External->Internal firewall policy.

Reconnecting to the web-based manager

If you changed the IP address of the internal interface while you were using the setup wizard, you must reconnect to the web-based manager using the new IP address. Browse to https:// followed by the new IP address of the internal interface. The default address of the internal interface is https://192.168.1.99.

You are now finished the initial configuration of the FortiGate unit, and can proceed to

“Next steps” on page 35.

Connecting the FortiGate unit to the network(s)

After you complete the initial configuration, you can connect the FortiGate-1000 unit between the internal network and the Internet.

There are two copper gigabit connectors on the FortiGate-1000:

• Internal for connecting to the internal network,

• External for connecting to your public switch or router and the Internet.

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Connecting the FortiGate unit to the network(s) NAT/Route mode installation

There are four 10/100Base-TX connectors on the FortiGate-1000:

• interfaces 1 and 3 for connecting two networks to the FortiGate-1000 unit,

• interface 2 for connecting a DMZ network or another network to the FortiGate-1000 unit,

• interface 4/HA to connect to another FortiGate-1000 for high availability (see “High

availability installation” on page 47) or to connect to a fourth network.

Note: You can also create redundant connections to the Internet by connecting two interfaces to separate Internet connections. For example, you could connect the external interface and interface 1 to different Internet connections, each provided by a different service provider.

To connect the FortiGate-1000 unit running in NAT/Route mode

1 Connect the Internal interface to the hub or switch connected to the internal network.

2 Connect the External interface to your public switch or router.

3 Optionally connect interfaces 1, 2, 3, and 4/HA to networks.

Figure 9: FortiGate-1000 NAT/Route mode connections

Network

Web Server

Mail Server

Port 2

Enter

Esc

FortiGate-1000

1 2 3 4 / HA

Internal Network

Hub or Switch

Internal

INTERNAL

EXTERNAL

Internet

External

Public Switch

or Router

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NAT/Route mode installation Configuring the networks

Configuring the networks

If you are running the FortiGate unit in NAT/Route mode, the networks must be configured to route all Internet traffic to the IP address of the FortiGate interface to which they are connected.

If you are using the FortiGate unit as the DHCP server for your internal network, configure the computers on your internal network for DHCP.

Make sure that the connected FortiGate unit is functioning properly by connecting to the Internet from a computer on the internal network. You should be able to connect to any Internet address.

Next steps

You can use the following information to configure FortiGate system time, to register the FortiGate unit, and to configure antivirus and attack definition updates.

Refer to the FortiGate Administration Guide for complete information on configuring, monitoring, and maintaining the FortiGate unit.

To set the date and time

For effective scheduling and logging, the FortiGate system date and time must be accurate. You can either manually set the system date and time or configure the FortiGate unit to automatically keep its time correct by synchronizing with a Network Time Protocol (NTP) server.

1 Go to System > Config > Time.

2 Select Refresh to display the current FortiGate system date and time.

3 Select a Time Zone from the list.

4 Optionally, select Automatically adjust clock for daylight saving changes check box.

5 Select Set Time and set the FortiGate system date and time.

6 Set the hour, minute, second, month, day, and year as required.

7 Select Apply.

To use NTP to set the FortiGate date and time

1 Go to System > Config > Time.

2 Select Synchronize with NTP Server to configure the FortiGate unit to use NTP to

automatically set the system time and date.

3 Enter the IP address or domain name of the NTP server that the FortiGate unit can

use to set its time and date.

4 Specify how often the FortiGate unit should synchronize its time with the NTP server.

5 Select Apply.

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Next steps NAT/Route mode installation

To register the FortiGate unit

After purchasing and installing a new FortiGate unit, you can register the unit by going to the System Update Support page, or using a web browser to connect to http://support.fortinet.com and selecting Product Registration.

To register, enter your contact information and the serial numbers of the FortiGate units that you or your organization have purchased. You can register multiple FortiGate units in a single session without re-entering your contact information.

To configure virus, attack, and spam definition updates

You can configure the FortiGate unit to automatically receive new versions of the virus, attack, and spam definitions on a schedule through the web-based manager. You can also receive updates whenever a threat occurs by using Push Updates.

1 Go to System > Maintenance > Update Center.

2 Select Refresh to test the FortiGate unit connectivity with the FortiProtect Distribution

Network (FDN). To be able to connect to the FDN the FortiGate unit default route must point to a

network such as the Internet to which a connection to the FDN can be established. If FortiProtect Distribution Network changes to Available, then the FortiGate unit can

connect to the FDN.

3 Select Scheduled Update and configure a schedule for receiving antivirus and attack

definition updates.

4 Select Apply.

5 You can also select Update Now to receive the latest virus and attack definition

updates.

For more information about FortiGate settings please see the FortiGate Online Help or the FortiGate Administration Guide.

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FortiGate-1000 Installation Guide Version 2.80 MR4

Transparent mode installation

This chapter describes how to install a FortiGate unit in Transparent mode. If you want to install the FortiGate unit in NAT/Route mode, see “NAT/Route mode installation” on

page 25. If you want to install two or more FortiGate units in HA mode, see “High availability installation” on page 47. For more information about installing the

FortiGate unit in Transparent mode, see “Planning the FortiGate configuration” on

page 20.

This chapter describes:

• Preparing to configure Transparent mode

• Using the web-based manager

• Using the front control buttons and LCD

• Using the command line interface

• Using the setup wizard

• Connecting the FortiGate unit to your network

• Next steps

Preparing to configure Transparent mode

Use Tab le 8 to gather the information that you need to customize Transparent mode settings.

You can configure Transparent mode using four methods:

• the web-based manager GUI

• front control buttons and LCD

• command line interface (CLI)

• setup wizard

The method you choose depends on the complexity of the configuration, access and equipment, and the type of interface you are most comfortable using.

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Using the web-based manager Transparent mode installation

Table 8: Transparent mode settings

Administrator Password:

IP: _____._____._____._____

Netmask: _____._____._____._____

Management IP

The management IP address and netmask must be valid for the network from which you will manage the FortiGate unit. Add a default gateway if the FortiGate unit must connect to a router to reach the management computer.

DNS Settings

Default Gateway: _____._____._____._____

Primary DNS Server: _____._____._____._____

Secondary DNS Server: _____._____._____._____

Using the web-based manager

You can use the web-based manager to complete the initial configuration of the FortiGate unit. You can continue to use the web-based manager for all FortiGate unit settings.

For information about connecting to the web-based manager, see “Connecting to the

web-based manager” on page 14.

The first time you connect to the FortiGate unit, it is configured to run in NAT/Route mode.

To switch to Transparent mode using the web-based manager

1 Go to System > Status.

2 Select Change beside the Operation Mode.

3 Select Transparent in the Operation Mode list.

4 Select OK.

To reconnect to the web-based manager, change the IP address of the management computer to 10.10.10.2. Connect to the internal interface or port 1, 2, or 3 and browse to https:// followed by the Transparent mode management IP address. The default FortiGate Transparent mode management IP address is 10.10.10.1.

To change the Management IP

1 Go to System > Network > Management.

2 Enter the management IP address and netmask that you recorded in Tab l e 8 o n

page 38.

3 Select access methods and logging for any interfaces as required.

4 Select Apply.

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Transparent mode installation Using the front control buttons and LCD

To configure DNS server settings

1 Go to System > Network > DNS.

2 Enter the IP address of the primary DNS server.

3 Enter the IP address of the secondary DNS server.

4 Select OK.

To configure the default gateway

1 Go to System > Network > Management.

2 Set Default Gateway to the default gateway IP address that you recorded in Table 8

on page 38.

3 Select Apply.

Reconnecting to the web-based manager

If you changed the IP address of the management interface while you were using the setup wizard, you must reconnect to the web-based manager using the new IP address. Browse to https:// followed by the new IP address of the management interface. Otherwise, you can reconnect to the web-based manager by browsing to https://10.10.10.1. If you connect to the management interface through a router, make sure that you have added a default gateway for that router to the management IP default gateway field.

Using the front control buttons and LCD

This procedure describes how to use the control buttons and LCD to configure Transparent mode IP addresses. Use the information that you recorded in Table 8 on

page 38 to complete this procedure. Starting with Main Menu displayed on the LCD,

use the front control buttons and LCD:

To change the management IP address and netmask

1 Press Enter to display the option list.

2 Use the up and down arrows to highlight Manager interface.

3 Set the management interface IP address.

Use the up and down arrow keys to increase or decrease the value of each IP address digit. Press Enter to move to the next digit. Press Esc to move to the previous digit.

4 After you set the last digit of the IP address, press Enter.

5 Use the down arrow to highlight Netmask.

6 Press Enter and set the management IP Netmask.

7 After you set the last digit of the Netmask, press Enter.

8 Press Esc to return to the Main Menu.

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Using the command line interface Transparent mode installation

To add a default gateway

1 Press Enter to display the option list.

2 Use the down arrow to highlight Default Gateway.

3 Press Enter and set the default gateway.

4 After you set the last digit of the default gateway, press Enter.

5 Press Esc to return to the Main Menu.

You have now completed the initial configuration of the FortiGate unit and you can proceed to “Next steps” on page 44.

Using the command line interface

As an alternative to the web-based manager or setup wizard you can begin the initial configuration of the FortiGate unit using the command line interface (CLI). To connect to the CLI, see “Connecting to the command line interface (CLI)” on page 15. Use the information that you gathered in Table 8 on page 38 to complete the following procedures.

To change to Transparent mode using the CLI

1 Make sure that you are logged into the CLI.

2 Switch to Transparent mode. Enter:

config system global

set opmode transparent

end

The FortiGate unit restarts. After a few seconds, the login prompt appears.

3 Type admin and press Enter.

The following prompt appears:

Welcome !

4 Confirm that the FortiGate unit has switched to Transparent mode. Enter:

get system status

The CLI displays the status of the FortiGate unit including the following line of text:

Operation mode: Transparent

To configure the management IP address

1 Make sure that you are logged into the CLI.

2 Set the management IP address and netmask to the IP address and netmask that you

recorded in Table 8 on page 38. Enter:

config system manageip

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set ip <address_ip> <netmask>

end

Page 41

Transparent mode installation Using the command line interface

Example

config system manageip

set ip 10.10.10.2 255.255.255.0

end

3 Confirm that the address is correct. Enter:

get system manageip

The CLI lists the management IP address and netmask.

To configure DNS server settings

1 Set the primary and secondary DNS server IP addresses. Enter

config system dns

set primary <address_ip> set secondary <address_ip>

end

Example

config system dns

set primary 293.44.75.21 set secondary 293.44.75.22

end

To configure the default gateway

1 Make sure that you are logged into the CLI.

2 Set the default route to the default gateway that you recorded in Table 8 on page 38.

Enter:

config router static

edit 1

set dst 0.0.0.0 0.0.0.0 set gateway <address_gateway> set device <interface>

end

Example

If the default gateway IP is 204.23.1.2 and this gateway is connected to port2:

config router static

edit 1

set dst 0.0.0.0 0.0.0.0 set gateway 204.23.1.2 set device port2

end

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Using the setup wizard Transparent mode installation

Using the setup wizard

From the web-based manager, you can use the setup wizard to begin the initial configuration of the FortiGate unit. For information about connecting to the web-based manager, see “Connecting to the web-based manager” on page 14.

The first time you connect to the FortiGate unit, it is configured to run in NAT/Route mode.

To switch to Transparent mode using the web-based manager

1 Go to System > Status.

2 Select Change beside the Operation Mode.

3 Select Transparent in the Operation Mode list.

4 Select OK.

To start the setup wizard

1 Select Easy Setup Wizard (the middle button in the upper-right corner of the

web-based manager).

2 Use the information that you gathered in Table 8 on page 38 to fill in the wizard fields.

Select the Next button to step through the wizard pages.

3 Confirm your configuration settings, and then select Finish and Close.

Reconnecting to the web-based manager

Connecting the FortiGate unit to your network

After you complete the initial configuration of the FortiGate-1000 unit, you can connect the FortiGate-1000 unit between your internal network and the Internet and to other networks.

There are two gigabit connectors on the FortiGate-1000:

• Internal for connecting to your internal network,

• External for connecting to an external firewall or router.

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Transparent mode installation Connecting the FortiGate unit to your network

The FortiGate-1000 has four 10/100Base-TX connectors that can be connected to up to four different networks. You can connect them in any configuration.

To connect the FortiGate-1000 unit running in Transparent mode:

1 Connect the Internal interface to the hub or switch connected to your internal network.

2 Connect the External interface to the network segment connected to the external

firewall or router.

3 Optionally connect interfaces 1 to 4/HA to hubs or switches connected to your other

networks.

Figure 10: FortiGate-1000 Transparent mode connections

Other Network

Hub

(optional)

Enter

Esc

FortiGate-1000

Port 1

Internal Network

1 2 3 4 / HA

INTERNAL

Hub, Switch or Router

Internal

EXTERNAL

External

Public Switch

or Router

Internet

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Next steps Transparent mode installation

Next steps

You can use the following information to configure FortiGate system time, to register the FortiGate unit, and to configure antivirus and attack definition updates.

Refer to the FortiGate Administration Guide for complete information on configuring, monitoring, and maintaining your FortiGate unit.

To set the date and time

1 Go to System > Config > Time.

2 Select Refresh to display the current FortiGate system date and time.

3 Select your Time Zone from the list.

4 Optionally, select Automatically adjust clock for daylight saving changes check box.

5 Select Set Time and set the FortiGate system date and time.

6 Set the hour, minute, second, month, day, and year as required.

7 Select Apply.

To use NTP to set the FortiGate date and time

1 Go to System > Config > Time.

2 Select Synchronize with NTP Server to configure the FortiGate unit to use NTP to

automatically set the system time and date.

3 Enter the IP address or domain name of the NTP server that the FortiGate unit can

use to set its time and date.

4 Specify how often the FortiGate unit should synchronize its time with the NTP server.

5 Select Apply.

To register your FortiGate unit

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Transparent mode installation Next steps

To configure virus, attack, and spam definition updates

1 Go to System > Maintenance > Update Center.

2 Select Refresh to test the FortiGate unit connectivity with the FortiProtect Distribution

Network (FDN). To be able to connect to the FDN the FortiGate unit default route must point to a

network such as the Internet to which a connection to the FDN can be established. If FortiProtect Distribution Network changes to Available, then the FortiGate unit can

connect to the FDN.

3 Select Scheduled Update and configure a schedule for receiving antivirus and attack

definition updates.

4 Select Apply.

5 You can also select Update Now to receive the latest virus and attack definition

updates.

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Next steps Transparent mode installation

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FortiGate-1000 Installation Guide Version 2.80 MR4

High availability installation

This chapter describes how to install two or more FortiGate units in an HA cluster. HA installation involves three basic steps:

• Configuring FortiGate units for HA operation

• Connecting the cluster to your networks

• Installing and configuring the cluster

For information about HA, see the FortiGate Administration Guide and the FortiOS High Availability technical note.

Priorities of heartbeat device and monitor priorities

The procedures in this chapter do not include steps for changing the priorities of heartbeat devices or for configuring monitor priorities settings. Both of these HA settings should be configured after the cluster is up and running.

Configuring FortiGate units for HA operation

A FortiGate HA cluster consists of two or more FortiGate units with the same HA configuration. This section describes how to configure each of the FortiGate units to be added to a cluster for HA operation. The procedures are the same for active-active and active-passive HA.

• High availability configuration settings

• Configuring FortiGate units for HA using the web-based manager

• Configuring FortiGate units for HA using the CLI

High availability configuration settings

Use the following table to select the HA configuration settings for the FortiGate units in the HA cluster.

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Configuring FortiGate units for HA operation High availability installation

Table 9: High availability settings

Mode

Group ID

Unit priority

Override Master

Active-Active Load balancing and failover HA. Each FortiGate unit in the

HA cluster actively processes connections and monitors the status of the other FortiGate units in the cluster. The primary FortiGate unit in the cluster controls load balancing.

Active-Passive Failover HA. The primary FortiGate unit in the cluster

processes all connections. All other FortiGate units in the cluster are passively monitor the cluster status and remain synchronized with the primary FortiGate unit.

All members of the HA cluster must be set to the same HA mode.

The group ID range is from 0 to 63. All members of the HA cluster must have the same group ID.

When the FortiGate units in the cluster are switched to HA mode, all of the interfaces of all of the units in the cluster get the same virtual MAC address. This virtual MAC address is set according to the group ID.

Group ID MAC Address

0 00-09-0f-06-ff-00

1 00-09-0f-06-ff-01

2 00-09-0f-06-ff-02

3 00-09-0f-06-ff-03

…

63 00-09-0f-06-ff-3f

If you have more than one HA cluster on the same network, each cluster should have a different group ID. If two clusters on the same network have same group ID, the duplicate MAC addresses cause addressing conflicts on the network.

The unit with the highest priority becomes the primary unit in the cluster. The unit priority range is 0 to 255. The default unit priority is 128.

Set the unit priority to a higher value if you want the FortiGate unit to be the primary cluster unit. Set the unit priority to a lower value if you want the FortiGate unit to be a subordinate unit in the cluster. If all units have the same priority, the FortiGate unit with the highest serial number becomes the primary cluster unit.

You can configure a FortiGate unit to always become the primary unit in the cluster by giving it a high priority and by selecting Override master.

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High availability installation Configuring FortiGate units for HA operation

Table 9: High availability settings (Continued)

The schedule controls load balancing among the FortiGate units in the active-active HA cluster. The schedule must be the same for all FortiGate units in the HA cluster.

Schedule

None No load balancing. Select None when the cluster interfaces

Hub Load balancing for hubs. Select Hub if the cluster interfaces

Least Connection

Round Robin Round robin load balancing. If the FortiGate units are

Weighted Round Robin

Random Random load balancing. If the FortiGate units are

IP Load balancing according to IP address. If the FortiGate

IP Port Load balancing according to IP address and port. If the

are connected to load balancing switches.

are connected to a hub. Traffic is distributed to units in a cluster based on the Source IP and Destination IP of the packet.

Least connection load balancing. If the FortiGate units are connected using switches, select Least connection to distribute traffic to the cluster unit with the fewest concurrent connections.

connected using switches, select round robin to distribute traffic to the next available cluster unit.

Weighted round robin load balancing. Similar to round robin, but weighted values are assigned to each of the units in a cluster based on their capacity and on how many connections they are currently processing. For example, the primary unit should have a lower weighted value because it handles scheduling and forwards traffic. Weighted round robin distributes traffic more evenly because units that are not processing traffic will be more likely to receive new connections than units that are very busy.

connected using switches, select random to randomly distribute traffic to cluster units.

units are connected using switches, select IP to distribute traffic to units in a cluster based on the Source IP and Destination IP of the packet.

FortiGate units are connected using switches, select IP Port to distribute traffic to units in a cluster based on the Source IP, Source Port, Destination IP, and Destination port of the packet.

Configuring FortiGate units for HA using the web-based manager

Use the following procedure to configure each FortiGate unit for HA operation.

To change the FortiGate unit host name

Changing the host name is optional, but you can use host names to identify individual cluster units.

1 Power on the FortiGate unit to be configured.

2 Connect to the web-based manager.

See “Connecting to the web-based manager” on page 14.

3 Go to System > Status.

4 In the Host Name field of the Unit Information section, select Change.

5 Type a new host name and select OK.

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Configuring FortiGate units for HA operation High availability installation

To configure a FortiGate unit for HA operation

1 Go to System > Config > HA.

2 Select High Availability.

3 Select the mode.

4 Select a Group ID for the HA cluster.

5 If required, change the Unit Priority.

6 If required, select Override master.

7 Enter and confirm a password for the HA cluster.

8 If you are configuring Active-Active HA, select a schedule.

9 Select Apply.

The FortiGate unit negotiates to establish an HA cluster. When you select apply you may temporarily lose connectivity with the FortiGate unit as the negotiation takes place.

10 If you are configuring a NAT/Route mode cluster, power off the FortiGate unit and then

repeat this procedure for all the FortiGate units in the cluster. Once all of the units are configured, continue with “Connecting the cluster to your networks” on page 51.

11 If you are configuring a Transparent mode cluster, reconnect to the web-based

manager. You may have to wait a few minutes before you can reconnect.

12 Go to System > Status.

13 Select Change to Transparent Mode and select OK to switch the FortiGate unit to

Transparent mode.

14 Allow the FortiGate unit to restart in Transparent mode and then power off the

FortiGate unit.

15 Repeat this procedure for all of the FortiGate units in the cluster.

16 Once all units are configured, continue with “Connecting the cluster to your networks”

on page 51.

Configuring FortiGate units for HA using the CLI

Use the following procedure to configure each FortiGate unit for HA operation.

To change the FortiGate unit host name

1 Power on the FortiGate unit to be configured.

2 Connect to the CLI.

See “Connecting to the command line interface (CLI)” on page 15.

3 Change the host name.

config system global

set hostname <name_str>

end

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High availability installation Connecting the cluster to your networks

To configure the FortiGate unit for HA operation

1 Configure HA settings.

Use the following command to:

• Set the HA mode

• Set the Group ID

• Change the unit priority

• Enable override master

• Enter an HA password

• Select an active-active HA schedule

config system ha

set mode {a-a | a-p | standalone} set groupid <id_integer> set priority <priority_integer> set override {disable | enable} set password <password_str>

set schedule {hub | ip | ipport | leastconnection | none | random | round-robin | weight-round-robin} end

The FortiGate unit negotiates to establish an HA cluster.

2 If you are configuring a NAT/Route mode cluster, power off the FortiGate unit and then

repeat this procedure for all the FortiGate units in the cluster. Once all of the units are configured, continue with “Connecting the cluster to your networks” on page 51.

3 If you are configuring a Transparent mode cluster, switch the FortiGate unit to

Transparent mode.

config system global

set opmode transparent end

4 Allow the FortiGate unit to restart in Transparent mode and then power off the

FortiGate unit.

5 Repeat this procedure for all of the FortiGate units in the cluster then continue with

“Connecting the cluster to your networks” on page 51.

Connecting the cluster to your networks

Use the following procedure to connect a cluster operating in NAT/Route mode or Transparent mode. Connect the FortiGate units in the cluster to each other and to your network. You must connect all matching interfaces in the cluster to the same hub or switch. Then you must connect these interfaces to their networks using the same hub or switch.

Fortinet recommends using switches for all cluster connections for the best performance.

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Connecting the cluster to your networks High availability installation

Inserting an HA cluster into your network temporarily interrupts communications on the network because new physical connections are being made to route traffic through the cluster. Also, starting the cluster interrupts network traffic until the individual FortiGate units in the cluster are functioning and the cluster completes negotiation. Cluster negotiation normally takes just a few seconds. During system startup and negotiation all network traffic is dropped.

To connect the cluster

1 Connect the cluster units:

• Connect the internal interfaces of each FortiGate unit to a switch or hub connected to your internal network.

• Connect the external interfaces of each FortiGate unit to a switch or hub connected to your external network.

• Optionally connect ports 1, 2, and 3 of each FortiGate unit to switches or hubs connected to other networks.

• Connect the 4/HA interfaces of the FortiGate units to another switch or hub.

Figure 11: HA network configuration

Internal Network

Hub or Switch

Internal

PWR STATUS

Internal

WAN1

INTERNAL

DMZ4321

LINK 100 LINK 100 LINK 100 LINK 100 LINK 100 LINK 100 LINK 100

WAN1 WAN2

DMZ

INTERNAL

DMZ4321

LINK 100 LINK 100 LINK 100 LINK 100 LINK 100 LINK 100 LINK 100

WAN1 WAN2

WAN1

Hub or Switch

Router

Internet

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High availability installation Installing and configuring the cluster

2 Power on all the FortiGate units in the cluster.

As the units start, they negotiate to choose the primary cluster unit and the subordinate units. This negotiation occurs with no user intervention and normally just takes a few seconds.

Installing and configuring the cluster

When negotiation is complete the you can configure the cluster as if it was a single FortiGate unit.

• If you are installing a NAT/Route mode cluster, use the information in “NAT/Route

mode installation” on page 25 to install the cluster on your network

• If you are installing a Transparent mode cluster, use the information in

“Transparent mode installation” on page 37 to install the cluster on your network.

The configurations of all of the FortiGate units in the cluster are synchronized so that the FortiGate units can function as a cluster. Because of this synchronization, you configure and manage the HA cluster instead of managing the individual FortiGate units in the cluster. You can configure and manage the cluster by connecting to the cluster web-based manager using any cluster interface configured for HTTPS administrative access. You can also configure and manage the cluster by connecting to the CLI using any cluster interface configured for SSH administrative access.

When you connect to the cluster, you are actually connecting to the primary cluster unit. The cluster automatically synchronizes all configuration changes to the subordinate units in the cluster as the changes are made.

The only configuration settings that are not synchronized are the HA configuration (except for the interface heartbeat device and monitoring configuration) and the FortiGate host name.

For more information about configuring a cluster, see the FortiGate Administration

Guide.

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Installing and configuring the cluster High availability installation

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Index

FortiGate-1000 Installation Guide Version 2.80 MR4

CLI 7

configuring IP addresses 40 configuring NAT/Route mode 29 connecting to 15

cluster

connecting 51, 53 command line interface 7 connect

cluster 51, 53 connecting

to network 33, 42

web-based manager 14 customer service 10

default gateway

configuring (Transparent mode) 41

environmental specifications 13

firewall setup wizard 6, 27, 32, 38, 42

starting 27, 33, 38, 42 Fortinet customer service 10 front keypad and LCD

configuring IP address 39

configuring FortiGate units for HA operation 47

connecting an HA cluster 51, 53 High availability 47 HTTPS 6

internal network

configuring 35 IP addresses

configuring from the CLI 40

configuring with front keypad and LCD 28, 39

LCD and keypad

configuring IP address 28

management IP address

transparent mode 40

NAT/Route mode

configuration from the CLI 29 NTP 35, 44 NTP server 35, 44

power requirements 13 powering on 13

set time 35, 44 setup wizard 27, 32, 38, 42

starting 27, 33, 38, 42 synchronize with NTP server 35, 44

technical support 10 time zone 35, 44 Transparent mode

changing to 40

configuring the default gateway 41

management IP address 40

web-based manager 6

connecting to 14

introduction 6 wizard

setting up firewall 27, 32, 38, 42

starting 27, 33, 38, 42

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Index

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