Operator manual
The SASE console, screen by screen
How to build an overlay between your sites, let people in from outside it, and decide what each of them may reach — written for the person who has to do it, with every control named as it appears on screen.
Die Aufnahmen stammen aus einer laufenden Konsole. Der gezeigte Bestand ist dargestellt, nicht berichtet: Standortnamen, Hostnamen, Adressen und Personen sind Platzhalter, und jeder Tunnel wird als aufgebaut gezeigt. Was die Oberfläche selbst sagt — jedes Bedienelement, jede Zahl, jeder Zustand — bleibt unverändert.
One idea holds the rest together
01 · Six tabs, six questions
What the console is for
Bedienelemente · The six tabs
- Overlaypanel
- Where topologies are drawn, deployed and watched. This is where sites become a network.
- SD-WANpanel
- What each firewall's own agent measures on each of its uplinks. A window, not a control: the firewall chooses paths, five seconds at a time.
- Private Accesspanel
- People who connect from outside, and the devices they hold. One row per person, one card per device.
- Securitypanel
- Where the inspection actually happens, and the honest list of what this product does not do.
- Monitorpanel
- Health, alert rules, what fired, and the audit trail of every change the console made to a firewall.
- Settingspanel
- Four tabs of their own: who may connect, what they may reach, which networks exist, and how things are linked.
- The Glossary button in the tab bar defines every term this product uses, including the ones it deliberately does not claim.
- Nothing on the canvas is a drawing of an intention. A line is drawn from what the console has written to a firewall, and its colour says what that tunnel is actually doing.
6 erklärte Bedienelemente
02 · Choosing a topology
The four shapes, and when each is right
Hub and Spoke
Alles erreicht eine Stelle. Beginnen Sie hier, wenn nichts dagegen spricht.
Verkehr zwischen zwei Standorten nimmt den Umweg — und wird dabei geprüft.
Dual-Hub
Ein Ausfall am Hub-Standort darf die anderen Standorte nicht mitnehmen.
Ein zweiter lauschender Hub. Er hält nur Host-Routen, bis er gebraucht wird.
Spoke-Shortcut
Zwei Standorte sprechen so viel miteinander, dass der Umweg echte Zeit kostet.
Dieser Verkehr passiert den Hub nicht mehr und wird dort auch nicht mehr geprüft.
Full Mesh
Jedes Paar spricht mit jedem. Auf acht Standorte begrenzt.
Jeder Standort trägt einen Peer für jeden anderen, und ein Knoten vermittelt weiterhin.
Bedienelemente · Shapes
Every shape has exactly one primary hub: the node with an address the others can dial.
- Hub and spokeselect
- Every site dials one hub, and all traffic between sites passes through it. The simplest shape and the easiest to reason about, because everything crosses one engine. Choose it unless you have a reason not to.
- Dual hubselect
- A second listening hub that holds host routes only until it is needed. When the primary stops answering, the console moves every spoke across in one operation and moves them back once the primary has been stable again. Choose it when an outage at the hub site must not take the other sites with it.
- Spoke shortcutselect
- The hub stays the rendezvous point, but a configured pair of spokes is told each other's observed address and both ends hold a keepalive, so they open their own path through their NATs. Choose it when two branches talk to each other enough that the detour costs real time.
- Full meshselect
- Shortcuts for every pair, capped at eight sites because each site then carries a peer for every other. One node still holds the hub role: it brokers the pairs and carries any pair that cannot be joined directly.
Bedienelemente · Transports
- WireGuardselect
- The default, and the only one that carries every feature in this manual — per-device switching, shortcuts, per-device firewall rules. Keys are generated on the firewalls themselves.
- OpenVPNselect
- A per-topology certificate authority on the console. A device gets a certificate and the server hands it an address at connect time, which is precisely why per-device rules and the per-device switch do not apply to it.
- GREselect
- Site to site only, in /30 pairs. There is no remote-user enrolment on a GRE topology, and the dialog says so rather than letting you find out later.
- A shortcut is a security decision as much as a performance one: traffic that stops transiting the hub also stops being inspected there. The spoke's own engine still sees it.
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03 · Hub and spoke, end to end
Building your first overlay
Vorgehen
- 1
Create the topology
Overlay → New Topology. Name it for the estate rather than the technology — HQ and branches survives a transport change, WireGuard mesh does not. The name appears in every alert and in the audit trail. - 2
Add the hub first
Drag the firewall that has an address the others can reach. Everything else dials it, so a firewall behind a NAT with no forwarded port cannot be a hub. The first node you drop is made the hub automatically, because a topology without one cannot be deployed at all. - 3
Add the spokes
Drag each remaining firewall onto the canvas. A spoke needs only to reach the hub's address and port; it may sit behind any NAT, including a carrier-grade one. - 4
Tell each site what it advertises
Open a node's settings, press Detect to read the networks behind that firewall, then move the ones the other sites should reach into Advertised subnets. Detecting a network does not publish it. A site that advertises nothing is reachable and leads nowhere, which is the most common reason a working tunnel looks useless. - 5
Read the readiness card
It lists what is still missing, in the order it has to be fixed. A blocker disables Deploy — and the orchestrator refuses with the same sentence, so the button and the error never disagree. - 6
Deploy
Press Deploy All. Keys are written first, then peer lists. Watch the links turn: a node that fails is marked and the others still converge, so one unreachable branch does not hold up the rest. - 7
Prove it from a client, not from the console
From a machine behind one spoke, reach something behind another. A green line means the console wrote what it intended and the tunnel handshaked; it does not prove that the thing you wanted to reach is reachable.
- Deploy All is a reconciliation, not an append. Pressing it again is safe, and a node that already matches is left alone.
- History shows every deploy of this topology and what each node answered. Ops Log shows who pressed what. When something changed and nobody remembers doing it, start there.
04 · What changes, and what to watch
The other three shapes
Bedienelemente · Dual hub
- Set as Backup Hubmenu
- Right-click a second listening node. It holds host routes only — it never quietly attracts traffic while the primary is healthy.
- Failover classselect
- How patient to be with a silent primary. It feeds the box-local monitor where that is enabled; the console's own failover uses the topology's silence threshold.
- Promote Backupbutton
- Triggers the swap yourself, with a preview of exactly which peers change on which node before anything is written.
- Preferred hubselect
- Where the sites belong when everything is healthy. Failback returns them there automatically once it has been stable for the configured window.
Bedienelemente · Spoke shortcut
Draw a link between two spokes and the console brokers the pair. Nothing else changes.
- PROBINGbadge
- The pair has been written and is trying to handshake. Both ends hold a keepalive so each opens its own NAT.
- DIRECTbadge
- The two ends are talking to each other. Their traffic no longer transits the hub.
- VIA HUBbadge
- The pair was measured and the hub path is better, or the direct path stopped handshaking. It is retried later; nothing is broken.
- NO DIRECTbadge
- The pair was refused, and the tooltip says why. Two sites behind one NAT are refused as a hairpin unless each one's reachable address is pinned in its node settings.
Bedienelemente · Full mesh
- Adding a sitebutton
- A new spoke is linked to every existing spoke automatically. The console repairs a missing pair rather than leaving a hole, so a mesh stays a mesh.
- Removing a pairmenu
- Refused. A mesh is defined by having every pair; if you want one pair gone, the shape you want is shortcuts, not a mesh.
- Eight sitesbadge
- The cap, because every site carries a peer for every other. Past that, the shape to reach for is shortcuts on the pairs that matter.
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05 · What one site is and carries
Node settings, control by control
Bedienelemente · Identity and role
- Roleselect
- Hub, backup hub, spoke or relay. A hub and a relay listen; a spoke dials. A relay is a listening transit node that does not hold the hub slot — it is not an internet relay for two sites that are both behind NAT.
- Listen portnumber
- The UDP port this node listens on. Fixed rather than random, because a shortcut partner is told this port and a port that moved on every deploy would break the pair.
- Overlay IPtext
- Assigned by the console from the topology's range. Read-only, because two nodes with the same address is a class of outage nobody should be able to cause by typing.
Bedienelemente · What it carries
- Route all traffic through the hubtoggle
- Sends this site's internet traffic through the hub for inspection instead of out of its own uplink. Off by default, deliberately. Turning it on at a site whose hub cannot carry the traffic takes that site off the internet.
- Local subnets · Detectbutton
- Reads the networks behind this firewall from the firewall itself. Detection fills the list; it publishes nothing.
- Advertised subnetstext
- What the other sites are told they can reach here. This is the field that makes a tunnel useful, and the one most often left empty.
- Application Routing through this tunneltoggle
- Gives a spoke a second, engine-native identity so application-routing rules can steer flows into the overlay while the hub still sees the real client address. Off means the overlay is a routed interface only.
Bedienelemente · Transport tuning
- Keepalivenumber
- How often a dialling node reminds the far side it is there, which is also what holds its NAT mapping open. 25 seconds suits almost everything.
- MTUnumber
- 1420 on ordinary Ethernet uplinks, 1380 where PPPoE eats the difference. Set too high, it shows up as large transfers stalling while pings succeed — the most misdiagnosed fault in any tunnel.
- Rotate WireGuard keymenu
- Has the firewall generate a new keypair and rewrites every peer that referred to the old one. The tunnel drops for as long as the rewrite takes.
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06 · Changing something that is live
Deploying, undoing and deleting
Bedienelemente · Removing
- Remove from topologymenu
- Takes one firewall out. Its instance is destroyed on the box and every remaining node is rewritten without it, so nothing is left dialling something that is gone. The firewall stays registered and can be used elsewhere.
- Disconnectmenu
- Removes one tunnel between two spokes. In a full mesh this is refused, because the shape is defined by having every pair.
- Deactivatebutton
- Stops the overlay without forgetting it: instances come down, the design stays. Reactivating redeploys it as it was.
- Delete topologybutton
- Type the name to confirm. Every instance on every node is torn down before the record is removed. Remote users of that topology lose access and their configuration files cannot be reused.
4 erklärte Bedienelemente
07 · Enrolling a device
Letting a person in
Vorgehen
- 1
Find the person in your directory
Searching fills their address and name from the same directory that will assert them at sign-in, and shows which access group they will land in and what they will reach — before anything is sent. Typing an address by hand works too, and produces an unbound device. - 2
Name the device
Use the machine's name as your management system knows it. Device posture matches on it; without it, the person's most recently seen machine is judged instead. - 3
Pick the topology
The device reaches that overlay's sites and no others. - 4
Choose the tunnel scope
Split sends only corporate networks down the tunnel. Full sends everything, which is what you want when the traffic must be inspected and what you do not want when the hub cannot carry it. - 5
Choose where their internet leaves
The hub, one named site, or whichever site is nearest to where the person is connecting from right now. Nearest re-evaluates as they move; the configuration file never changes. - 6
Send the two halves apart
The dialog shows the link and the password once. There is no way to see them again — mint a new link instead. Mail one, read the other out, or use a different messenger.
Bedienelemente · Fields worth understanding
- Person (from your directory)text
- Searches the people synced from Entra, Google Workspace or SCIM. Picking one fills the address and name and shows their groups and the access group they resolve to.
- Email addresstext
- The key for everything afterwards: the sign-in must match it, and the posture source is asked about this address.
- Link expires afterselect
- How long the one-time link stays usable. Short is better — it only has to survive the time between sending it and the person opening it.
- Allowed subnetstext
- Client-side routing only: it tells the person's machine what to send down the tunnel. It is not a firewall rule. When an access group applies, that group's destinations replace this list and the hub enforces them.
- What will apply to this accesspanel
- The four things that will be true of the device once it exists: whether a sign-in is required, when access is re-checked, whether the machine's state is enforced, and what the hub will allow. All set elsewhere, shown here so nobody enrols under assumptions that do not hold.
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08 · Suspending, reinstating, revoking
Devices after they exist
Bedienelemente · Badges
- Active · suspended · expired · revokedbadge
- Suspended is the console holding the device off at the hub — for a lapsed sign-in, an account the directory disabled, or a machine reported non-compliant. The reason is on the card.
- identity · unboundbadge
- Whether the device is bound to a person at a provider, or was enrolled with a link and a password only and is therefore time-limited rather than identity-limited.
- device ok · at risk · unknownbadge
- What the management system says about the machine. Absent entirely when device posture is off, because a badge nothing is maintaining is worse than no badge.
Bedienelemente · Actions
- Require sign-inbutton
- Puts the device into re-authentication now instead of at its deadline. A reminder is mailed and the link is copied for any other channel.
- Copy sign-in linkbutton
- The same link that lives as a comment in the person's configuration file, for when they cannot find it.
- Extendbutton
- Moves the deadline and reinstates a suspended device. An operator override, logged as one.
- Check nowbutton
- Asks the management system about this machine immediately and applies whatever the mode calls for. Use it after fixing a laptop instead of waiting for the next sweep.
- Revokebutton
- Removes the peer from the hub and releases its address. The configuration file stops working immediately and cannot be un-revoked.
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09 · Settings → Identity
Who may connect
Bedienelemente · The sign-in provider
- Providerselect
- Google Workspace, Microsoft Entra ID, or any provider with an OpenID Connect discovery document. Separate from the console's own operator login.
- Require sign-in for every new enrolmenttoggle
- Off means devices keep enrolling with a link and a password and show as unbound. On means no device is created until someone has proved who they are.
- Require multi-factortoggle
- Checks the token's
amrclaim for a multi-factor sign-in. The factor is the provider's; the console refuses a token that does not carry the claim. - Sign in again every N hoursnumber
- The re-authentication interval. A reminder goes a day ahead; at the deadline the device is switched off at the hub until the person signs in again.
- Redirect URItext
- The one address to allow at the provider. Which enrolment a sign-in belongs to travels in the state parameter, so one URI serves the whole console.
Bedienelemente · Identity sources
- Kindselect
- Active Directory, RADIUS, Entra, Google Workspace or SCIM. Each can verify people, read the directory, or both — a RADIUS server can verify but cannot be enumerated, and the dialog only offers what the protocol supports.
- Sync nowbutton
- Reads the directory immediately instead of waiting for the interval. The counts on the row are the result of the last read, not an estimate.
- Testbutton
- Proves the credentials and, for a source that can verify people, proves one person's sign-in without creating anything.
- A directory that reports someone as disabled suspends their devices without waiting for the deadline. That is the fastest off-switch in the product, and it is the directory's, not the console's.
8 erklärte Bedienelemente
10 · Settings → Access
What they may reach, and on what machine
Bedienelemente · Access groups
- Provider groupstext
- The group names as your provider reports them, matched case-insensitively against what the person's sign-in carried.
- Applications this group may reachpanel
- Named services with their ports. This is the narrow grant, and the one to reach for first.
- Whole networkstext
- IPv4 ranges granted on every port. Wider than an application, and sometimes exactly right — a management network for the people who run it.
- Default grouptoggle
- Applies to everyone who matches nothing else, including unbound devices. Give it the least you can live with.
- Reapply on hubsbutton
- Rewrites every hub's rules from the current groups. This happens automatically after every enrolment, sign-in, suspension and group change; the button is for when you want to be sure.
Bedienelemente · Applications
Where a service lives and which ports it answers on.
- Where it livestext
- One or more IPv4 ranges. A single host is a /32, and a /32 is usually the right answer.
- Which portstext
443,8000-8080, orudp/53. Without a protocol a port is read as tcp. Each protocol becomes its own firewall rule, because that is how the packet filter reads them.- Enabledtoggle
- Off keeps the application on the groups that grant it but stops granting it — the quickest way to take a service out of reach without unpicking policy.
Bedienelemente · Device posture
Read from the management system you already run. Nothing of ours is installed on the endpoint.
- Off · Observe · Enforceselect
- Off reads nothing. Observe reads and shows. Enforce switches a non-compliant device off and lets it back in by itself once the machine is healthy. Turning it back down releases everything it had switched off.
- Read fromselect
- Intune uses its own compliance verdict plus disk encryption and the threat state its security product reports. CrowdStrike Falcon has no compliance verdict, so the question asked is the one it can answer: whether the sensor is installed and running.
- Read each device again everynumber
- How often a device is re-read. A management API is a shared resource; this is the dial that stops a thousand laptops being asked about every minute.
- Also switch off machines nobody can speak fortoggle
- The strict reading. Leave it off unless every machine is enrolled — with it on, a broken connector disconnects everybody.
- Event URLbutton
- A token-gated address your management system can call the moment something changes. It can ask for a device to be re-read, or report one compromised; it cannot assert that a device is healthy. Shown once; minting a new one retires the old.
- Run posture in observe for a working day and count how many devices read unknown. That number is exactly how many people enforcing would disconnect if you also ticked the strict reading.
- An application with an empty port list is a network grant with a friendlier name. Allowed, and sometimes right, but it is not least privilege.
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11 · SD-WAN and Monitor
Watching it afterwards
Bedienelemente · SD-WAN
- Target rowpanel
- One uplink or tunnel on one firewall: latency, loss, jitter and the composite score, with the current best marked. An overlay tunnel appears beside the physical links and competes on the same score.
- Open Application Routingbutton
- Jumps to that firewall's own routing rules, where the steering is actually written. The console does not choose paths; the firewall does, five seconds at a time.
- No SLA agent on this platformbadge
- That node cannot measure. Its tunnels still work — they are simply not scored, and a rule that says best will not consider them.
Bedienelemente · Monitor
- Healthpanel
- Per-hub checks and per-spoke latency, loss and jitter, measured by the hub on every poll. Probe now takes a fresh reading instead of waiting.
- Alert rulespanel
- Failover fired or restored, both hubs down, a spoke offline, loss or latency past a threshold, a deploy that failed. Delivered by mail, webhook or Slack, with a cooldown so one flapping link does not become a hundred messages.
- Operation logpanel
- Every change the console made to a firewall and the answer it got back. The first place to look when something changed and nobody remembers doing it.
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If you read one thing twice
Build the overlay, then close the gap the tunnel leaves. A key proves a device; a directory proves a person; an access group decides what that person reaches; a deadline keeps it true; and the management system you already run says whether the machine in their hands should be there at all. Each of those is one screen in this manual, and each one is optional — which is exactly why it is worth knowing which ones you have turned on.