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13. High Availability

NSE4 study notes: High Availability

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Notes.md
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Updated
Oct 2026

What is FortiGate HA?

  • Two or more FortiGate devices operate as an HA cluster
    • One device is the primary FortiGate
    • The primary sends its configuration to others in the cluster
    • Sync session info, FIB, FortiGuard definitions, other information
  • Not primary is known as a standby
  • There are two HA operation modes
    • Active Active
    • Active Passive

Active-Passive HA

  • Operation information is synchronized between FortiGate devices in a cluster
  • All secondary devices are on standby
  • Only the primary processes traffic
  • If the primary fails, a secondary takes over
    • This is called an HA failover

Active-Active HA

  • All FortiGate devices can process traffic
  • The primary can distribute sessions to the secondary devices
  • If the primary fails, a secondary takes the session distribution job

HA Requirements

  • All members must have the same:
    • Model
    • Firmware version
    • Licensing
      • If different, the cluster uses the lowest-level license
    • Hard drive configuration
    • Operating mode (management VDOM)
  • Setup:
    • Same HA group ID, group name, password, and heartbeat interface settings
    • Identical interfaces on each member must be connected to the same layer 2 network
  • Best practice:
    • Use at least two heartbeat interfaces
    • Initially, switch DHCP and PPPoE interfaces to static configuration
  • Example:
config system ha
	set mode a-p
	set group-id 10
	set group-name "Training"
	set password <password>
	set hbdev "port3" 10 "port4" 20
end

Note: this sets priority on the heartbeat links, see image below: Study diagram

Primary FortiGate Election - Override Disabled

  • Override disabled (default)
  • Force a failover
diagnose sys ha reset-uptime
  • Check the HA uptime difference Study diagram

  • Process for negotiating a primary / secondary:

    • Connected Monitored ports (greater) -> primary
    • HA uptime (greater) -> primary
    • Priority (greater) -> primary
    • Serial number (greater) -> primary

Primary FortiGate Election - Override Enabled

  • Override enabled
config system ha
	set override enable
end
  • Force a failover
    • Change the HA priority Note: This is the same as preempt on Cisco

Negotiation checks connected monitored ports, priority, uptime, then serial number. So now, priority falls before uptime.

Primary FortiGate Tasks

  • Broadcasts hello packets for member discovery and monitoring
  • Synchronizes operation-related data such as:
    • Configuration (some settings are not synchronized)
    • FIB entries
    • DHCP leases
    • ARP table
    • FortiGuard definitions
    • IPsec tunnel SAs
    • Sessions (must be enabled)
  • In active-active mode only:
    • Distributes sessions to secondary members

Secondary FortiGate Tasks

  • Broadcasts hello packets for member discovery and monitoring
  • Synchronizes data from the primary
    • Changes made on secondary devices, however, are synced with other members if the cluster is in sync
  • Monitors the health of the primary
    • If the primary fails, the secondary devices elect a new primary
  • In active-active mode only
    • Processes traffic distributed by the primary

HA Complete Configuration Synchronization

  1. New secondary is added to the cluster
  2. The primary compares its configuration checksum against the new secondary checksum. If it is different, it sends its configuration

HA Incremental Configuration Synchronization

  • Primary configuration is changed and changes are synchronized to the secondary
  • Secondary configuration is changed and changes are synchronized to the primary

What is not Synchronized?

  • These configuration settings are not synchronized between cluster members:
    • HA management interface settings
      • Default route for the reserved management interface
    • In-band HA management interface
    • HA override
    • HA device priority
    • HA virtual cluster priority
    • FortiGate host name
    • Ping server HA priorities
      • The HA priority (ha-priority) setting for a ping server or dead gateway detection configuration
    • Licenses
      • FortiGuard, FortiCloud activation, and FortiClient licensing
    • Cache
      • FortiGuard Web Filtering and email filter, web cache, and so on
    • GUI dashboard widgets

Failover Protection

  • Types:
    • Device failover
      • The secondary devices stop receiving hello packets from the primary
    • Link failover
      • The link of one or more monitored interfaces goes down
    • Remote link failover
      • One or more interfaces are monitored using the link health monitor
      • The primary fails if the accumulated penalty of all failed interfaces reaches the configured threshold
    • Memory-based failover
      • Memory utilization on the primary exceeds the configured threshold and monitoring period
    • SSD failover
      • FortiOS detects extended filesystem (Ext-fs) errors in an SSD
  • Identify failover protection type by looking at:
    • Event logs, SNMP traps, and alert email record failover events
  • Enable session synchronization for seamless session failover
    • Note, this cannot work with deepssl inspection profiles, as it terminates at the FortiGate

Virtual MAC Addresses and Failover

  • On the primary, each interface is assigned a virtual MAC address

    • HA heartbeat interfaces are not assigned a virtual MAC address
  • Upon failover, the newly elected primary adopts the same virtual MAC addresses as the former primary

  • After failover, gratuitous ARP informs the network that the virtual MAC address is now reachable through a different FortiGate

Checking the HA Status on the GUI

  • System -> HA Study diagram
  • Dashboard -> Status Study diagram

Checking the HA Status on the CLI

get system ha status

Study diagram Study diagram

Checking the Configuration Synchronization

  • Display the member checksum:
diagnose sys ha checksum show
  • Display the checksum for all members:
diagnose sys ha checksum cluster
  • If the checksums don't match, try running:
diagnose sys ha checksum recalculate

Switching to the CLI of Another Member

  • Using the FortiGate CLI, you can connect to the CLI of any member:
execute ha manage <member_id> <admin_username>
  • To list the ID of each member, us a question mark:
execute ha manage ?

<id> please input peer box index
<0> subsidary unit FGVM010000077650

Connect to Any Member Directly

  • Reserved HA management interface

    • Out-of-band
    • Up to four dedicated interfaces
    • For local-in traffic and some local-out traffic
    • Separate routing table
    • Configuration example (not synchronized): Study diagram
  • In-band HA management interface

    • In-band
    • Use any user-traffic interface
    • For local-in and local-out traffic
    • Shared routing table
    • Configuration example (not synchronized): Study diagram
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