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How To Export FortiManager Policy to CSV

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    Introduction

    Exporting data from FortiManager policy to CSV is essential for efficient data management and analysis. By converting your policy data into CSV format, you can easily manipulate and review critical information.

    This guide will walk you through the step-by-step process of exporting FortiManager policy data to a CSV file. We'll also explore how Sourcetable lets you analyze your exported data with AI in a simple to use spreadsheet.

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    How to Export FortiManager Policy to CSV Format

    • Overview

      Exporting policies from FortiManager to CSV format allows administrators to manage firewall policy data more effectively. The CSV file facilitates the easy handling and manipulation of policy information outside the FortiManager interface.

    • Prerequisites

      Ensure you have the appropriate permissions to export data from FortiManager. Additionally, make sure the relevant GUI options are enabled to access the export functions. This can be configured in the System Settings.

    • Enable GUI Options

      To enable the necessary GUI options, follow these steps:

        Go to System Settings > Settings.Expand the Display Options on GUI section.Select Show Device List Import/Export buttons.Click Apply to save the changes.
    • Go to System Settings > Settings.
    • Expand the Display Options on GUI section.
    • Select Show Device List Import/Export buttons.
    • Click Apply to save the changes.

    • Navigate to Policy Packages

      To begin exporting a policy package to CSV, go to the Policy & Objects > Policy Packages section of the FortiManager interface.

    • Select Policy Package

      In the Policy Packages section, select the policy package or folder you wish to export. Use the checkboxes to select multiple policies if needed.

    • Export to CSV

      Once the desired policy package is selected, follow these steps to export to CSV:

        Select Export to CSV from the Policy Package menu.The Export to CSV dialog box will appear.Optionally, change the file name and choose whether to export all columns or only customized columns.Click Download to save the CSV file to your local system.
    • Select Export to CSV from the Policy Package menu.
    • The Export to CSV dialog box will appear.
    • Optionally, change the file name and choose whether to export all columns or only customized columns.
    • Click Download to save the CSV file to your local system.

    • Manage CSV Export Options

      During the export process, you can customize which data columns to include in the CSV file and decide whether to include information related to FortiAP, FortiSwitch, and FortiExtender devices.

    • Conclusion

      Exporting your FortiManager policy packages to CSV is a straightforward process that aids in policy management and data manipulation. Following the outlined steps will ensure a successful export and provide you with an easily accessible CSV file containing your policy data.

    How to Export Your Data to CSV Format from FortiManager Policy

    Exporting Metadata Variables to CSV

    FortiManager supports exporting metadata variables to CSV format. This function allows you to manage and analyze your metadata easily. The CSV file will contain metadata variables and their per-device values.

    Exporting Policy Packages to CSV

    To export a Policy Package, navigate to Policy & Objects > Policy Packages. Select a policy package or folder and from the Policy Package menu, choose Export to CSV. The policy package will be downloaded to your management computer. This feature simplifies the management of firewall policies.

    Using the Device Manager to Export Configurations

    Exporting configurations to CSV is supported via the Device Manager > Device & Groups page. In the toolbar, select Table View from the dropdown menu, then select a device group like Managed Devices. From the More menu, select Export to CSV. Customize the columns and include information from FortiAP, FortiSwitch, and FortiExtender as needed. Click Download to export the CSV file.

    Advanced Configuration Export Options

    Configurations can also be exported using the Policy & Objects page or the Import Configuration wizard. Additionally, the Export feature for IPS and Application Control signatures supports exporting configurations to CSV.

    Additional Guidelines for CSV Export

    When exporting a device list to CSV format, ensure to specify whether to export all columns or only customized columns, and decide whether to include extra information from FortiAP, FortiSwitch, and FortiExtender. This customization helps tailor the exported data to your specific needs.

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    Use Cases Unlocked by FortiManager Policy

    Centralized Policy Management

    FortiManager allows for the centralization of policy management, providing a unified interface to manage policies across various devices like FortiGate, FortiWeb, FortiAPs, and others. This centralized approach ensures consistent policy application and reduces the possibility of configuration errors.

    Automation of Daily Policy Tasks

    By automating daily tasks related to policy management, FortiManager saves time and effort. This includes automatically uploading scripts and integrating with ticketing systems to streamline policy updates and changes, leading to more efficient operations.

    Consistent Policy Enforcement Across Multiple Devices

    FortiManager supports policy enforcement across multiple devices, including FortiOS VMs, IPsec VPN, SSL VPN, and SDN. This ensures that all devices are consistently managed, adhering to the same security standards and configurations.

    Branch Device Configuration

    Example scenarios such as using Jinja2 CLI templates, creating metadata variables, and assigning these templates to device groups highlight FortiManager’s capabilities in configuring branch devices. This facilitates the efficient and consistent setup of policies across branch locations.

    Creation of Policy Packages

    FortiManager enables the creation of policy packages for different network segments, such as hubs and branches. Specific firewall policies can be established, like branch to overlay, overlay to branch, and overlay to DC, ensuring tailored security measures for each segment.

    Using Policy Blocks

    Policy Blocks in FortiManager simplify the process of managing a large number of policies. They can store multiple policies and be appended to local policy packages. This feature also facilitates easier upgrades of Administrative Domains (ADOMs), enhancing the overall policy management process.

    Policy Automation for Dynamic Changes

    Automating policy changes allows FortiManager to dynamically update policies based on predefined criteria or triggers. This enhances responsiveness to security incidents and ensures that policies remain up-to-date without extensive manual intervention.

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    Why Choose Sourcetable Over FortiManager Policy

    Sourcetable is a powerful alternative to FortiManager Policy, offering unparalleled data integration by collecting all your data in one place from multiple sources. This centralized approach allows for seamless data management and real-time querying.

    With Sourcetable's spreadsheet-like interface, users can effortlessly manipulate data, promoting efficiency and ease of use. The familiar interface reduces the learning curve, ensuring that teams can quickly harness the full potential of their data.

    In contrast to FortiManager's focus on policy management, Sourcetable provides a versatile platform suitable for various data-centric needs. This makes it an ideal choice for dynamic business environments where quick access and manipulation of data are critical.

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    Frequently Asked Questions

    How can I export a policy package to a CSV file in FortiManager?

    To export a policy package to a CSV file in FortiManager, navigate to Policy & Objects > Policy Packages, select the desired policy package or folder, and choose Export to CSV from the Policy Package menu.

    What is the menu path to export metadata variables to CSV format in FortiManager?

    To export metadata variables to CSV format, go to Policy & Objects > Advanced > Metadata Variables, and select More > Export as CSV in the toolbar.

    Where do I go to export a device list to CSV format in FortiManager?

    To export a device list to CSV format, go to Device Manager > Device & Groups. In the toolbar, select Table View from the dropdown menu, choose a device group, and from the More menu, select Export to CSV.

    Can FortiManager export firewall policies in formats other than CSV?

    Yes, FortiManager allows exporting firewall policies in both Microsoft Excel and CSV formats.

    Is there a difference in ease of managing data between CSV and Excel files exported from FortiManager?

    Yes, CSV files are generally easier to read and more convenient for searching, filtering, sorting, and counting tasks compared to Excel files.

    Conclusion

    Exporting FortiManager policy data to CSV is a straightforward process that facilitates data analysis and reporting.

    Follow the steps outlined to ensure your data is accurately exported and ready for further use.

    Sign up for Sourcetable to analyze your exported CSV data with AI in a simple to use spreadsheet.

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