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Module 7: Cloud and SASELesson 7.2 (2 of 2 in this module)35 of 41 in the FortiGate Administration course

FortiSASE administration and onboarding

What SASE is, the parts of FortiSASE, onboarding remote users and branches, and which security features run in the cloud.

Intermediate · 14 min read

Exam domain: NSE 4 (FortiOS 7.6) · Deployment and system configuration

Before this: Remote access VPN, Site-to-site IPsec VPN

You'll learn to explain what SASE changes for remote users, name the FortiSASE components and security features, and choose and carry out the right onboarding method for managed laptops, unmanaged browsers, small sites and private applications behind a FortiGate.

FortiSASE is Fortinet's cloud-delivered secure access service edge (SASE). Users and small sites send their traffic to the nearest FortiSASE security point of presence (PoP), where FortiOS-based firewall-as-a-service and secure web gateway functions apply the organisation's policies before the traffic continues to the internet, SaaS applications or private applications behind the company's FortiGates.

Why Harbourline's remote access VPN stopped scaling

Harbourline Retail, the fictional company of this course, protects its 80 office staff with FGT1. Another 120 people work from home or travel, and they connect with a full-tunnel remote access VPN to FGT1's port1 (203.0.113.2). Every web page, video call and SaaS session they open goes to headquarters first, through FGT1's security profiles, and then back out to the internet.

It worked for 15 users. With 120, the HQ internet link is saturated in the morning, calls to a SaaS provider in another country take a detour through the office, and some sales staff simply disconnect the VPN to get work done, which leaves their laptops with no web filtering at all. Contractors on their own laptops had no VPN access, so nobody inspected their browsing. A pop-up shop opening for three months needs secure Wi-Fi for its tills and staff, with no IT person on site.

These are the usual remote-work problems:

  • Backhauling. Sending traffic to a central firewall adds latency and loads the HQ link, even for traffic with no reason to go there.
  • Gaps in coverage. Users off the VPN, or on devices without a client, are outside every policy.
  • SaaS and cloud. Most traffic now goes to the internet, not to the data centre.
  • Inconsistent policy. Office, home and branch users get different protection and produce logs in different places.

What a SASE architecture changes

SASE moves the security stack to the cloud, near the users. Each user or site connects to the nearest security PoP, the PoP applies the policy, and traffic continues from there. FortiSASE builds this from parts that a FortiGate administrator already knows:

FortiSASE componentWhat it does
Firewall as a service (FWaaS)FortiOS next-generation firewall features for tunnelled traffic, all protocols
Secure web gateway (SWG)FortiOS explicit web proxy, captive portal and authentication for browser traffic
Security PoPsGlobal locations where users and sites connect; one to four come with a subscription unless an add-on is bought
Analytics PoPOne location chosen for log storage
Endpoint Management ServiceBased on FortiClient EMS: registers, configures and monitors FortiClient endpoints
FortiGuard LabsThreat intelligence and signatures used by the FWaaS and SWG

The security features are the ones from the security profiles module: antivirus, application control, data loss prevention, DNS filter, IPS, file filter, web filter and SSL inspection. They are configured in the FortiSASE portal with settings that look familiar from FortiOS, and FortiSASE is licensed per user.

IPsec + BGPSales laptopFortiClient agentContractor PCbrowser + PAC filePop-up shopFortiAP edge deviceFortiSASE PoPFWaaS · SWGInternet and SaaSFGT1SPA hub · DC1 10.0.1.5 behind it
  1. 1. Agent: FortiClient keeps a tunnel up to the nearest PoP; all its traffic is inspected there.
  2. 2. Agentless: The contractor's browser sends web traffic to the FortiSASE proxy named in the PAC file.
  3. 3. Site-based: The FortiAP carries the shop's Wi-Fi traffic to FortiSASE; the tills need no client.
  4. 4. Private access: The PoP reaches DC1 through an IPsec tunnel to FGT1, with routes exchanged over BGP.
Each user type reaches the same PoP in a different way; the policy applied there is the same.

The three FortiSASE use cases

Use caseProtects access toTypical ways in
Secure internet access (SIA)Internet and web applicationsFortiClient agent, agentless proxy, FortiExtender, FortiAP, FortiGate secure edge, Branch On-ramp
Secure private access (SPA)Company applications in the data centre or HQPoPs as spokes to a FortiGate hub (SD-WAN or a standalone SPA hub), or ZTNA to a FortiGate access proxy
Secure SaaS access (SSA)SaaS applicationsFortiCASB (API-based) and inline CASB with web filter and application control

By default all remote-user traffic is tunnelled to FortiSASE, so the three use cases share the same path. ZTNA is the exception: there FortiClient connects straight to the FortiGate access proxy that protects the application.

Choosing how each user group joins

Onboarding is the exam's focus, and the choice depends on the device, not the person. Fortinet's architecture guide compares the internet-access methods like this:

MethodDevicesProtocolsRolled out with
Agent-based (FortiClient)Devices that can run FortiClientAllAn MDM tool, or users installing it
Agentless (explicit proxy)Anything with a proxy-capable browserHTTP and HTTPS onlyGroup Policy or similar for the PAC file URL
Site-based (FortiExtender, FortiAP, FortiGate)Every device on the site's LAN or Wi-FiAllNothing on the endpoints; configure the edge device and FortiSASE
Branch On-ramp (IPsec device)Every device behind the branch deviceAllNothing on the endpoints; an IPsec tunnel to an On-ramp PoP

For Harbourline: company laptops get FortiClient, contractors use the proxy, and the pop-up shop gets a FortiAP. In practice, most organisations put managed devices on the agent first, because it covers every protocol and carries endpoint information for ZTNA, and keep the proxy for the devices they don't control.

Onboarding remote users in the FortiSASE portal

Step 1: decide where users come from

Users are defined under Access & authentication. FortiSASE can hold local users or use remote sources:

User sourceHow it is provisioned
LocalCreate the user by email address under Access & authentication › Access › Users and groups; FortiSASE emails an invitation. Bulk import from a CSV file of addresses is available.
LDAPConnect to Active Directory (Harbourline's DC1), then invite individual users or a user group
RADIUSConnect to a RADIUS server; allow all its users or a defined group
SSO (SAML)Entra ID or Okta as identity provider, FortiSASE as service provider

DC1 sits on 10.0.1.5, a private address. FortiSASE can use an internal LDAP or RADIUS server only when the server's Access Type is set to Private and the server is reachable behind an SPA hub (step 4 below). Without that, the directory has to be reachable on a public address.

Step 2: onboard managed laptops with FortiClient

Open the Onboard Users slide-in from Access & authentication › Access › Users and groups (or from the Remote users widget under Monitoring › Dashboards › Status). Its Managed Endpoint Users part offers two deliveries:

  • Download installer. The Windows and macOS installers come preconfigured with the instance's default invitation code, ready for an MDM or UEM tool. Android, iOS and Linux installers are the public ones, so those users type the invitation code themselves.
  • Send link to installer. Enter users' email addresses and FortiSASE sends each one links to installers for the main operating systems.

Once installed, FortiClient registers with the Endpoint Management Service, activates the FortiSASE licence and brings up a persistent tunnel to the nearest PoP. From then on the user does nothing special; the policy follows the laptop.

An invitation code on its own is enough to register an endpoint. Authenticated onboarding, a select-availability feature enabled through FortiCare, adds a SAML sign-in to that step so only authenticated users can register.

Step 3: onboard unmanaged browsers with the proxy

  • Network › Proxy configuration shows the proxy server name, port and the hosted PAC file. The default PAC file points browsers at the instance's global proxy address and port, which directs users to the closest PoP.
  • Exceptions (for example an identity provider's sign-in pages that must not be proxied) go into a custom PAC file, created under Hosted PAC files in the same menu or edited offline and hosted elsewhere.
  • If deep inspection is used, the FortiSASE CA certificate must be installed on each device; on Windows domain machines, Group Policy can push both the certificate and the PAC file URL.
  • The user signs in with FortiSASE credentials when the browser prompts.

Step 4: connect sites and private applications

Edge devices live under Operations › Connectivity › Edge devices. A FortiAP or FortiExtender becomes a micro-branch: the device connects to FortiSASE, an administrator authorises it, and FortiSASE assigns the client subnet from its IP address management pools. A FortiGate can join as a secure edge (LAN extension) over a VXLAN-over-IPsec tunnel, which needs its own FortiSASE licensing and a supported model; check the FortiSASE guide before planning it. Any other IPsec device can use a Branch On-ramp PoP instead.

For private access, FGT1 becomes the SPA hub. In Operations › Connectivity › Secure private access you add the hub with its remote gateway (203.0.113.2), the authentication method (for example a pre-shared key), the hub's BGP peer IP and an overlay ID; the BGP routing design (BGP per overlay by default) is set under Network › BGP. Each PoP then acts as an IPsec spoke of FGT1, with BGP carrying the routes to 10.0.1.0/24. FortiSASE supports up to 12 hubs.

Learn more: Site-to-Site IPsec VPNSD-WAN Basics

Step 5: tighten the default policy

A new instance has two agent policies: Allow-All, which lets remote agents reach every service and applies the enabled security features, and Implicit Deny at the bottom. Allow-All can be edited or deleted, and it should be replaced with policies for real user groups and services before go-live, exactly as an "all to all" rule would be on a FortiGate.

FortiSASE releases
FortiSASE is a cloud service with its own release train (for example 25.x and 26.x within the FortiSASE 7.4 documentation), and portal menus move between releases. This lesson follows the FortiSASE Administration and Architecture guides as published in October 2026. Some features, such as custom invitation codes and authenticated onboarding, are select availability and must be requested from FortiCare.

Proving the onboarding worked

  • Operations › Connectivity › Connected users lists authenticated users with their groups. Add the FortiSASE agent session column to see a user's public source IP and their FortiSASE tunnel IP.
  • The FortiSASE logs show which policy and security features handled a user's sessions.
  • From a connected laptop, ping 10.0.1.5 tests private access to DC1 through the SPA hub (ICMP must be allowed by the policies on both FortiSASE and FGT1).

On FGT1, the hub side, the tunnels from each PoP should be up and passing traffic:

Example output · based on Fortinet documentation; exact format varies by model and FortiOS version
FGT1 # get vpn ipsec tunnel summary
'ToSpokes_0' 198.51.100.40:64916  selectors(total,up): 1/1  rx(pkt,err): 2689/0  tx(pkt,err): 1043/0
'ToSpokes_1' 198.51.100.41:52270  selectors(total,up): 1/1  rx(pkt,err): 2710/0  tx(pkt,err): 1102/0
One dial-up instance per PoP, each with its selector up and packets in both directions. The tunnel names come from the hub's configuration; the PoP addresses here are documentation addresses. Follow up with get router info bgp summary to see that each PoP's BGP session is established. Trimmed.

Where FortiSASE onboarding goes wrong

A contractor's browser shows certificate errors on every HTTPS site

Pages load through the proxy, but each one warns that the certificate is not trusted.

Show the cause and fix

Deep inspection is on, and the device doesn't trust the FortiSASE CA that re-signs the certificates. Install the CA certificate from the FortiSASE portal on the device. Where installing a CA on a device you don't own isn't acceptable, deep inspection isn't an option for that device.

SSO users of the proxy can't sign in after a PAC file change

A custom PAC file was published, and now the SAML sign-in page loops or fails.

Show the cause and fix

The identity provider's sign-in hosts are being sent to the proxy that is waiting for the user to authenticate. Add those hosts as DIRECT exceptions in the PAC file. Fortinet's guide also warns against using dnsResolve() in custom PAC files used with SAML SSO.

Remote users reach the internet but not DC1

FortiClient is connected and browsing works, but ping 10.0.1.5 times out.

Show the cause and fix

Work along the path. On FGT1, check that the PoP tunnels are up and BGP is established (the commands above), that FGT1 advertises 10.0.1.0/24 to FortiSASE, and that a firewall policy on FGT1 allows traffic from the tunnel interfaces to the LAN. Then check that a FortiSASE policy allows the users to the private destination. In practice, the missing piece is usually the policy on the hub, not the tunnel.

Try it: plan Harbourline's onboarding

Make a table with one row per group: 90 Windows laptops in Intune, 30 MacBooks managed by hand, 15 contractors on their own laptops, the pop-up shop's six tills and staff phones, and the warehouse office behind FGT2 (198.51.100.2, LAN 10.0.3.0/24). For each, choose the onboarding method, what has to be installed or configured on the device, which protocols will be covered, and whether the group needs access to DC1. Note which choices depend on licensing you would have to confirm with Fortinet.

FortiSASE in five lines
  • SASE inspects traffic at a cloud PoP near the user instead of backhauling it to HQ.
  • FortiSASE is FortiOS-based FWaaS and SWG, global PoPs, FortiGuard and an Endpoint Management Service.
  • Managed devices: FortiClient and an invitation code. Unmanaged browsers: proxy and PAC file (web only).
  • Sites: FortiAP, FortiExtender, FortiGate secure edge or Branch On-ramp, with nothing on the endpoints.
  • Private apps: PoPs become IPsec spokes of a FortiGate hub, with BGP for routing.

Test yourself on FortiSASE

Predict · scenario 1

Harbourline's contractors use their own laptops and won't install software. Which onboarding method fits, and what does it cover?

Predict · scenario 2

An administrator downloads the preconfigured Windows installer from Onboard Users and deploys it with Intune. What does each laptop still need to register with FortiSASE?

Predict · scenario 3

The pop-up shop's tills can't run FortiClient and don't support proxy settings. How can their traffic be inspected by FortiSASE?

Predict · scenario 4

get vpn ipsec tunnel summary on FGT1 shows each ToSpokes tunnel with selectors 1/1 and rising rx and tx counters, yet remote users can't reach 10.0.1.5. Which check comes next?

Predict · scenario 5

Which statement about a new FortiSASE instance's default agent policies is correct?

Further reading in Fortinet's documentation

Links open the named page in Fortinet's documentation (checked 12 October 2026). RouteLearn is an independent educational resource, not affiliated with or endorsed by Fortinet. Fortinet, FortiGate, FortiOS, FortiManager and FortiGuard are trademarks of Fortinet, Inc. Example output on this page is illustrative.

FAQ

Does FortiSASE replace the FortiGate at headquarters?
No. FortiSASE protects users and small sites wherever they are, but the headquarters network, its servers and its internet edge still need a firewall. In a typical design the FortiGate also becomes the hub for secure private access, so remote users reach internal applications through FortiSASE and the FortiGate together.
Can contractors on unmanaged laptops use FortiSASE?
Yes, through agentless proxy mode. Their browser (or the operating system's proxy setting) points at the FortiSASE proxy, usually through a PAC file, and they sign in when the browser prompts. Only HTTP and HTTPS are covered, and deep inspection needs the FortiSASE CA certificate installed on the device, which may not be possible on equipment you don't own.
Where are FortiSASE logs stored?
In the analytics PoP chosen when the instance is provisioned: one location, separate from the security PoPs users connect to. Choose it with data-protection rules such as GDPR in mind. Logs can also be forwarded to an external server or FortiAnalyzer.