High Availability, Backup, and Troubleshooting
This domain tests resilience and recovery: building an HA pair, backing up the right data, and isolating faults without guesswork. Questions often ask what fails over, what is synchronized, or which evidence to collect first.
HA
- FortiMail HA pairs a primary and secondary unit behind a virtual IP. Configuration is synchronized so policies, domains, and profiles match.
- Use a dedicated heartbeat link and monitor interfaces. Failover can trigger on heartbeat loss, link failure, or service failure.
- Both units should run the same firmware and have compatible licensing; mismatched versions are a common cause of failed HA formation.
- Test failover before production. Split-brain and stale sessions are the main risks; know which unit is active and why.
Backup
- Back up the configuration after changes: domains, policies, profiles, admin accounts, and network settings.
- GUI backup and CLI
execute backup configare standard; restore withexecute restore config. - Configuration backup does not automatically include all mail data or quarantine. If mail data matters, use the supported mail-data backup method and verify restoration.
- Restore to a compatible firmware version and keep backups offline. A backup that has never been restored is unproven.
Troubleshooting
- Start with
get system status, interface status, routes, DNS, license, and FortiGuard connectivity. - Confirm SMTP reachability and policy matching before deep debugging. A relay-denied error is a policy or authentication problem, not antivirus.
- Use packet capture (
diagnose sniffer packet) to prove whether packets arrive, and SMTP daemon debug (diagnose debug application smtpd) to see session handling. Turn debug off afterward. - Check queue and disk usage when mail is delayed; a full disk can stop logging or mail processing.
Worked example
Users report outbound delay after a firewall change. Check get system status and interface status, then confirm the route to the smart host. Use a packet capture on port 25 to see whether FortiMail connects outbound. If connections time out, the firewall or DNS is the likely cause; if sessions complete but queue, check relay host settings and policy action. Reason: proving the packet path separates network faults from policy and application faults.
Traps
- Assuming HA synchronizes mailboxes or quarantine data.
- Restoring a config to a different firmware release.
- Leaving debug enabled and filling logs or degrading performance.
- Treating every delay as antispam when the queue or DNS is at fault.
- Backing up only before changes and never after.