Pre-Engagement Form

PRE-ENGAGEMENT FORM

Dear Valued Customer/ Partner:

Fortinet Professional Services strives to deliver timely, quality and cost-effective services. Please take a moment to share information about the proposed engagement.Send the completed form to will be contacted by Professional Services to assist in the engagement.

Customer Information
ContactInformation / Company Name and Address
Name:
Phone:
Email:
Onsite Contact (if Different) / Address of Onsite Services (if Different from Above)
Name:
Phone:
Email:
Partner Information
Contact Information / Company Name and Address
Name:
Phone:
Email:
Onsite Contact (if Different) / Address of Onsite Services (if Different from Above)
Name:
Phone:
Email:
Fortinet Account/ Channel Team Information
Contact Name / Company Name and Address
Name:
Phone:
Email:
Sales Engineer/ Additional
Name:
Phone:
Email:
Engagement Information
Is there an existing PO? / Y/N / Purchase Order
Is this service to be delivered onsite or remote? / Onsite or remote? / insert PO Here
**Required**Project Summary (Provide overview of the engagement)
Scope Information
Please select the topics to be covered from the following list:
Firewall / End Point/Forticlient / FortiMail
Virtual Domains / FortiManager / FortiAnalyzer
High Availability / VPN / Wireless (LAN/Guest)
Routing (BGP/OSPF etc.) / Best Practice policies / UTM (AV/WCF/IDS/IPS, etc.)
WAN Optimization / Knowledge Transfer / Firmware Management Practices
Authentication (LDAP) / Certificates
Please list all equipment proposed (include hardware and services, and number of units for each model. May be inserted or attached)
Network Diagram(s)
Please provide network diagram(s) (May be inserted as a file or attachment)
Additional Comments
Please provide any additional comments or feedback the Professional Services team should be aware of or take into consideration.

Complete this section if a Migration or Conversion is required from existing devices:

Migration/Conversion Checklist

Platforms migrating from and to?
Features currently provided by existing Firewall? / (Describe)
Is additional configuration required? / Y/N (Describe)
Are new features being added? / Y/N (Describe)
# of FW Policies?
# of Address Objects?
# of VLANs?
VPN requirements? / Y/N (Describe)
Authentication Requirements?
(# of Active Directory Domain Controllers?) / Y/N (Describe)
Has current configuration been provided/reviewed? / Y/N
Scheduling Requirements: (Business hours? Weekends? Cutover requirements?) / (Describe)

For Fortinet Internal Use:

Customer/BRD Contact Information

Projector Project #
BRD PM Contact Name:
BRD PSE Contact Name:
Customer PO#:

Engagement Information

Description of Services to be provided:
Hardware involved:
Additional/Pertinent information:
Scoping call held? / Y/N
PO received? / Y/N
SOW created? / Y/N

Scheduling Information

Customer requested timeframe? / Onsite or Remote?
Number of days? / Days or Nights?
Suggested PSE?

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V2.02 July 2011