Please follow these steps below when decommissioning your Security Awareness and Training Service Tenant.

NOTE:  None of the configuration settings, campaign configuration/content or learner completion data will be retained / migrated / available in the new version. 

If you wish to replicate your campaign content, you should log in and take note of: 

  - The campaign name

  - The modules assigned to the campaign

Optionally, you can request that we assist with the decommissioning of your service. In order to request help, please send an email: 

From:  the tenant adminsitrator / FortiCloud account email address

To:  infosec_awareness@fortinet.com

Subject:  V2.x Security Awareness and Training Service decommissioning assistance request

One of our Deployment Specialists will reach out to schedule a time to assist in this effort. 

NOTE: We will only accept requests from the registered tenant administrator email account.

TABLE OF CONTENTS

• STEP 1 (Recommended):  Delete your custom training url and associated 'A' record
• STEP 2 (Recommended):  Retrieve all campaign and module completion data for your organization
• STEP 3 (Recommended): Delete your 3rd Party Single Sign-on (SAML2 application)
• STEP 4 (Optional): Delete your users
• STEP 5 (Recommended):  Delete your DNS TXT record

STEP 1 (Recommended):  Delete your custom training url and associated 'A' record

If you configured a custom url (training sub-domain) for your training service, you should delete the domain from the service and delete the associated 'A' record you created.  You may wish to re-configure the entry if you plan to set up the new service: https://fortisat.forticloud.com 

1.)  Log in to the service using the associated FortiCloud (master user) account:  https://app.training.fortinet.com  

This is the FortiCloud account that was used to enter the service contract / license and initialize the service. If you have forgotten your password, you will need to use the password reset link. If you still cannot access your account, you should send an email to cs@fortinet.com (from the email in question) requesting assistance recovering your account.

2.)  If you are not in the Admin console, select your name / avatar in the upper right hand corder of the browser window and select Go to Admin:

3.)  Select Domains from the navigation menu. On the Domains page, scroll down to the URL Domain Customization section: 

If you have a custom domain, you will see it listed as a subdomain to your parent domain and an IP address will be listed in the A Record column. 

4.)  Record the domain and IP address listed in the entry. 

5.)  First, change the Primary Domain option button for any other domain that ends in .ftnt.info  

NOTE: You may get bounced back to the learner login page. If this happens, select Go to Admin from the user drop down in the upper right hand corder of the screen:

6.) Return to the Domains page and scroll down to the URL Domain Customization section. Select the trash can icon to the right of the entry and delete the associated custom domain: 

7.)  Log in to your DNS service providers administrative/management console, locate the 'A' record entry and delete it. 

STEP 2 (Recommended):  Retrieve all campaign and module completion data for your organization

NOTE:  You must perform this step before performing any of the steps listed below. 

Learner completion data recorded in this service will not be available / migrated to any newer version. If you do not export the data via reports, then the data will be lost when the service is decommissioned.

If you wish to have learner completion (audit) data for your campaigns, you must complete this step. If you do not complete this step, your data will be lost when this version of the service is decommissioned. Data is NOT migrated to newer versions of the platform. If you delete your users prior to performing this step, your user data metadata will be deleted. 

1.)  Log in to the service using the associated FortiCloud (master user) account:  https://app.training.fortinet.com  

This is the FortiCloud account that was used to enter the service contract / license and initialize the service. If you have forgotten your password, you will need to use the password reset link. If you still cannot access your account, you should send an email to cs@fortinet.com (from the email in question) requesting assistance recovering your account.

2.)  If you are not in the Admin console, select your name / avatar in the upper right hand corder of the browser window and select Go to Admin:

3.)  Select Reports from the navigation menu on the left hand side of the brower window: 

4.)  While on the default Report Types tab, Select the Create > button in the report labelled:  3. Student progress by Campaign: 

5.)  Choose a name for the campaign (e.g. Student progress by Campaign - All Campaigns): 

6.)  Ensure that the Campaign and Department filters are set to "All": 

7.)  Scroll to the bottom of the page and select the Save Report button: 

The Saved Reports page is displayed. 

8.) Hover the mouse over the Download link to the right of the entry of the new report and select the desired download data export type (CSV or XLSX): 

After some time (depending on the size of the output file), the file is downloaded to your computer. 

9.)  You can now repeat the steps (if desired); however, this time select report type:  4. Student progress by Module in step 4 above. 

This will give you two views of the data. Learner completion by campaign and learner completion by module.  You may also run any other report types you wish. 

STEP 3 (Recommended): Delete your 3rd Party Single Sign-on (SAML2 application)

If you configured a 3rd party application (Microsoft Entra/AzureO365 Enterprise App or Google Workspace Web and Mobile App or OKTA, etc.), you can delete the application. The instructions for these steps will depend on what 3rd party SSO method you configured. 

You may also wish to reconfigure the existing application when configuring the new service:  https://fortisat.forticloud.com 

Optionally, you can request that we assist with the deletion of your SSO application. In order to request help, please send an email: 

From:  the tenant adminsitrator / FortiCloud account

To:  infosec_awareness@fortinet.com

Subject:  V2.x Security Awareness and Training Service SSO app deletion assistance request

NOTE: We will only accept requests from the registered tenant administrator email account.

STEP 4 (Optional): Delete your users

You may wish to delete your users. The method you use to delete users will depend on the method you used to import users.

If you added users manually or via a .CSV import, you will need to delete the users manually. This can be done from the Users navigation menu item:   

NOTE:  You cannot delete the tenant administrator account. This is the FortiCloud account that was used to register the licenses and initialize the service. E.g. In the screenshot above, Sarra Ismail cannot be selected / deleted.

If you added the users via an LDAP import / synchronization configuration, you need to delete the LDAP configuration: 

1.)  Select the Users menu item, then hover over the Import Users button in the upper-right corder of the screen and select Import via LDAP from the dropdown: 

2.)  Click the Delete link next to each LDAP configuration entry: 

Optionally, you can request that we assist with the deletion of your users. In order to request help, please send an email: 

From:  the tenant adminsitrator / FortiCloud account

To:  infosec_awareness@fortinet.com

Subject:  V2.x Security Awareness and Training Service user data deletion request

NOTE: We will only accept requests from the registered tenant administrator email account.

STEP 5 (Recommended):  Delete your DNS TXT record

In order to send emails from the system, you were required to create a DNS TXT token using our system in order to create a DNS TXT record. You should delete this DNS TXT entry.  You may wish to re-configure this DNX TXT record if you plan to set up the new service: https://fortisat.forticloud.com 

1.)  Log in to the service using the associated FortiCloud (master user) account:  https://app.training.fortinet.com  

This is the FortiCloud account that was used to enter the service contract / license and initialize the service. If you have forgotten your password, you will need to use the password reset link. If you still cannot access your account, you should send an email to cs@fortinet.com (from the email in question) requesting assistance recovering your account.

2.)  If you are not in the Admin console, select your name / avatar in the upper right hand corder of the browser window and select Go to Admin:

3.)  Select Domains from the navigation menu. On the Domains page: 

4.)  Record the domain(s) and token(s) listed in the entry.  You may wish to copy and paste these entries into a txt file or other for reference.

5.)  Select the trash can icon to delete the entry. 

6.)    Log in to your DNS service providers administrative/management console, locate the DNS TXT record(s) and delete the entry(s).