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Table of Contents

EMS QuickStart Guide

Adding a FortiClient deployment package

After you add a FortiClient deployment package to FortiClient EMS, you cannot edit it. You can delete the deployment package from FortiClient EMS, and edit the deployment package outside of FortiClient EMS. You can then add the edited deployment package to FortiClient EMS.

Controlling which FortiClient features to install on the endpoint is no longer available as a deployment package option. The Feature Select settings apply for all deployment packages. See Feature Select.

To add a deployment package:
  1. Go to Manage Installers > Deployment Packages.
  2. Click Add.
  3. On the Version tab, set the following options:

    Installer Type

    Use an official or custom FortiClient installer. See FortiClient installers.

    Release

    Select the FortiClient release version to install.

    Patch

    Select the specific FortiClient patch version to install.

    Keep updated to the latest patch

    Enable FortiClient to automatically update to the latest patch release when FortiClient is installed on an endpoint.

  4. Click Next. On the General tab, set the following options:

    Name

    Enter the FortiClient deployment package name.

    Notes

    (Optional) Enter notes about the FortiClient deployment package.

  5. Click Next. On the Advanced tab, set the following options:

    Enable automatic registration

    Configure FortiClient to automatically connect Telemetry to FortiClient EMS after FortiClient installs on the endpoint. Disable to turn off this feature and require endpoint users to manually connect Telemetry to FortiClient EMS.

    Enable desktop shortcut

    Configure the FortiClient deployment package to create a desktop shortcut on the endpoint.

    Enable start menu shortcut

    Configure the FortiClient deployment package to create a Start menu shortcut on the endpoint.

    Enable Installer ID

    Configure an installer ID. Select an existing installer ID or enter a new installer ID. If creating an installer ID, select a group path or create a new group in the Group Path field. FortiClient EMS automatically groups endpoints according to installer ID group assignment rules.

    If you manually move the endpoint to another group after EMS places it into the group defined by the installer ID group assignment rule, EMS returns the endpoint to the group defined by the installer ID group assignment rule.

    In an environment with a large number of endpoints, since you can configure each deployment package with only one installer ID, it may be inefficient to create a deployment package for each installer ID. See Deploying different installer IDs to endpoints using the same deployment package.

    Enable Endpoint Profile

    Select an endpoint profile to include in the installer. EMS applies the profile to the endpoint once it has installed FortiClient. This option is necessary if it is required to have certain security features enabled prior to contact with EMS, or if users require VPN connection to connect to EMS.

  6. Click Next. The Telemetry tab displays the hostname and IP address of the FortiClient EMS server, which will manage FortiClient once it is installed on the endpoint. Also configure the following option:

    Enable telemetry connection to Security Fabric (FortiGate)

    Enable this option, and select the name of the gateway list to use. The gateway list defines the IP address for the FortiGate.

    If you have not created a gateway list, this option is not available.

  7. Click Finish. The FortiClient deployment package is added to FortiClient EMS and displays on the Manage Installers > Deployment Packages pane. The deployment package may include .exe (32-bit and 64-bit), .msi, and .dmg files depending on the configuration. The following shows an example of a deployment package that includes .exe, .msi, and .dmg files. The end user can download these files to install FortiClient on their machine with the desired configuration.

If the Sign software packages option is enabled in System Settings > Server, Windows deployment packages display as being from the publisher specified in the certificate file. See the FortiClient EMS Administration Guide.

Adding a FortiClient deployment package

After you add a FortiClient deployment package to FortiClient EMS, you cannot edit it. You can delete the deployment package from FortiClient EMS, and edit the deployment package outside of FortiClient EMS. You can then add the edited deployment package to FortiClient EMS.

Controlling which FortiClient features to install on the endpoint is no longer available as a deployment package option. The Feature Select settings apply for all deployment packages. See Feature Select.

To add a deployment package:
  1. Go to Manage Installers > Deployment Packages.
  2. Click Add.
  3. On the Version tab, set the following options:

    Installer Type

    Use an official or custom FortiClient installer. See FortiClient installers.

    Release

    Select the FortiClient release version to install.

    Patch

    Select the specific FortiClient patch version to install.

    Keep updated to the latest patch

    Enable FortiClient to automatically update to the latest patch release when FortiClient is installed on an endpoint.

  4. Click Next. On the General tab, set the following options:

    Name

    Enter the FortiClient deployment package name.

    Notes

    (Optional) Enter notes about the FortiClient deployment package.

  5. Click Next. On the Advanced tab, set the following options:

    Enable automatic registration

    Configure FortiClient to automatically connect Telemetry to FortiClient EMS after FortiClient installs on the endpoint. Disable to turn off this feature and require endpoint users to manually connect Telemetry to FortiClient EMS.

    Enable desktop shortcut

    Configure the FortiClient deployment package to create a desktop shortcut on the endpoint.

    Enable start menu shortcut

    Configure the FortiClient deployment package to create a Start menu shortcut on the endpoint.

    Enable Installer ID

    Configure an installer ID. Select an existing installer ID or enter a new installer ID. If creating an installer ID, select a group path or create a new group in the Group Path field. FortiClient EMS automatically groups endpoints according to installer ID group assignment rules.

    If you manually move the endpoint to another group after EMS places it into the group defined by the installer ID group assignment rule, EMS returns the endpoint to the group defined by the installer ID group assignment rule.

    In an environment with a large number of endpoints, since you can configure each deployment package with only one installer ID, it may be inefficient to create a deployment package for each installer ID. See Deploying different installer IDs to endpoints using the same deployment package.

    Enable Endpoint Profile

    Select an endpoint profile to include in the installer. EMS applies the profile to the endpoint once it has installed FortiClient. This option is necessary if it is required to have certain security features enabled prior to contact with EMS, or if users require VPN connection to connect to EMS.

  6. Click Next. The Telemetry tab displays the hostname and IP address of the FortiClient EMS server, which will manage FortiClient once it is installed on the endpoint. Also configure the following option:

    Enable telemetry connection to Security Fabric (FortiGate)

    Enable this option, and select the name of the gateway list to use. The gateway list defines the IP address for the FortiGate.

    If you have not created a gateway list, this option is not available.

  7. Click Finish. The FortiClient deployment package is added to FortiClient EMS and displays on the Manage Installers > Deployment Packages pane. The deployment package may include .exe (32-bit and 64-bit), .msi, and .dmg files depending on the configuration. The following shows an example of a deployment package that includes .exe, .msi, and .dmg files. The end user can download these files to install FortiClient on their machine with the desired configuration.

If the Sign software packages option is enabled in System Settings > Server, Windows deployment packages display as being from the publisher specified in the certificate file. See the FortiClient EMS Administration Guide.