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Deploying the FortiMail unit

Now that the FortiMail unit is up and running, you can start to deploy the unit 

into your network by configuring the system settings and mail settings. The 

FortiMail Install Guide

 will help you with this task. 

Configuring the FortiMail unit

Then you can configure detailed antispam, antivirus, and logging settings to 

protect your mail servers and users. For details, see the FortiMail online help or 

the 

FortiMail Administration Guide

 on the documentation CD. 

Before you can deploy the FortiMail unit, you must connect it to your network. 
To do this, use your web browser to connect to the web-based manager. The 

web-based manager is a web site on the FortiMail unit that enables you to 

change its settings.
The web-based manager has two display modes: Basic and Advanced. The 

default when you first log on is Advanced. You can switch between the two 

modes by clicking 

Basic Mode >>

 or 

Advanced Mode >>

In either mode, when connecting for the initial configuration, you can run the 

Quick Start Wizard to:
• configure the basic network and antispam settings, and
• initialize default reports
Configuration changes made with the web-based manager are effective 

immediately.

To connect to the web-based manager for the first time

1. On your management computer, configure the Ethernet port with the static 

IP address 192.168.1.2 and a netmask of 255.255.255.0.

2. Using the Ethernet cable, connect you computer’s Ethernet port to the 

FortiMail unit’s port 1. 
Use a cross-over Ethernet cable to connect the devices directly. Use 

straight-through Ethernet cables to connect the devices through a hub or 

switch. 

3. Start your web browser, such as Firefox or Internet Explorer with Adobe 

Flash Player 10 or greater plug-in, and go to 

https://192.168.1.99/admin

 

(include the “s” in https:// and “/admin” after the IP address). 

4. Type 

admin

 in the 

Name

 field and click 

Login

.

5. Go to 

Monitor > System Status > Status

 (the dashboard) and set the 

Operation mode

. The system will log you out and reboot.

The FortiMail unit has three operation modes: gateway, transparent, and 

server. For details about operation modes and which mode you should use, 

see the 

FortiMail Install Guide

. The default is gateway mode. 

6. Log in again.
7. Click 

Quick Start Wizard

 

to run the configuration wizard. Follow its 

directions to configure the basic network and antispam settings.

8. Continue with deployment.

To connect to the CLI

If you prefer to use the CLI, you can connect to it after you have done initial 

configuration via the web-based manager’s Quick Start Wizard.

1. Using the null modem or RJ-45-to-DB-9 cable, connect the FortiMail unit’s 

console port to the serial communications (COM) port on your management 

computer.

2. On your management computer, start a terminal emulator program (such as 

HyperTerminal). Use these settings: Bits per second: 9600, Data bits: 8, 

Parity: None, Stop bits: 1, Flow control: None.

3. At the login prompt, type 

admin

 and press Enter twice.

For CLI commands, or to connect to the CLI through the network, see the 

FortiMail CLI Reference

.

You can use one of the following tools to configure the FortiMail unit. If you are connecting and using the unit for the first time, it is recommended you use the 

web-based manager only, because it comes with a quick start configuration wizard which can guide you through the initial setup. 

• Command Line Interface (CLI)

The FortiMail unit has a console port and you can use a console cable to connect it directly to your management computer. For information about CLI 

commands, see the 

FortiMail CLI Reference

 on the documentation CD.

• Web-based manager

The web-based manager is an easy-to-use management tool that you can access from a web browser. 

Powering On

Next Steps

To power on the FortiMail unit

1. Place the FortiMail unit on a stable surface. The unit requires 1.5 inches 

(3.75 cm) clearance on each side to allow for cooling. 

2. Alternatively install the unit in a 19-inch rack. The unit requires 2U of 

vertical space. For detailed instructions, see the 

FortiMail Install Guide 

on 

the documentation CD. 

3. Ensure the power is not connected. 
4. Connect the network cable to port 1. 
5. Connect the power cable.

6. Turn on the power switch. 

Configuring

Configuration Tool Overview

Shutting Down

Installation and configuration of the FortiMail unit involves the following steps:

1. Mounting the unit (optional). See detailed mounting instructions in the 

FortiMail Install Guide 

on the documentation CD. 

2. Connecting the unit to the network. For details, see the 

FortiMail Install 

Guide

.

3. Powering up the unit. See instructions below.
4. Connecting to the web-based manager. See instructions below. 
5. Selecting an operation mode: Gateway, Transparent, or Server. For details, 

see the 

FortiMail Install Guide

6. Running the QuickStart wizard to configure the basic settings. For details, 

see the 

FortiMail Install Guide

7. For all other installation instructions, see the 

FortiMail Install Guide 

on the 

documentation CD. 

8. For all the configuration instructions, see the 

FortiMail Administration Guide

 

and the FortiMail online help. 

9. If you want to use the CLI commands to configure the unit, see the 

FortiMail CLI Reference

 on the documentation CD.

Installation Overview

Always shut down the FortiMail unit properly before turning off the power 

switch or removing the power cable to avoid potential hardware problems. This 

enables the hard drives to spin down and park correctly and avoid losing data.

To shut down using the web-based manager

1 Go to 

Management > Status > Status 

in the basic mode of the web-based 

manager, or 

System > Status > Status 

in the advanced mode of the web-

based manager. 

2 In the 

System Command

 widget, select 

Shutdown

3 Turn off and/or disconnect the power cables from the power supply.

To shut down using the CLI

Enter the command:

execute shutdown

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