Matrix Networks

Cato Management Application

Hands-On Reference
SASE & Cato Training | Getting Connected through Reading the Data

Keep this at your keyboard during the lab sessions. It covers the log-in flow, where things live in the console, and the terms you will hear all day.

September 2026
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Matrix Networks
GETTING CONNECTED

Logging in to your training tenant

Each lab team works in its own Cato demo tenant. The tenants start empty; by the end of the day they will have a site, a user, and traffic to look at. Your instructor will tell you which tenant your team owns.

1
Go to the portal

Browse to cc.catonetworks.com and enter your assigned username.

→
2
Redirect to your tenant

Cato looks up which account owns that username and sends you to your CMA tenant.

→
3
Sign in to the tenant

Enter the same username again, then the password. You land on the tenant Home page.

Typing your username twice is not a bug

cc.catonetworks.com is the shared front door for every Cato account. It uses your username only to find your tenant, then hands you to that tenant to authenticate. That second prompt is the tenant itself asking who you are. Same behavior in production, so you will see it again on your own account.

Tenant assignments

Tenant Username Tenant Username
1catotd1@mtrx.com6catotd6@mtrx.com
2catotd2@mtrx.com7catotd7@mtrx.com
3catotd3@mtrx.com8catotd8@mtrx.com
4catotd4@mtrx.com9catotd9@mtrx.com
5catotd5@mtrx.com10catotd10@mtrx.com
PASSWORD (all tenants)
c@toTim3
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FINDING YOUR WAY AROUND THE CMA

The seven places everything lives

The Cato Management Application (CMA) is organized around a left-hand navigation. Every lab today starts in one of these seven areas, so when a setting is hiding, ask which area it belongs to first.

https://<your-tenant>.cc.catonetworks.com/
CATO MANAGEMENT APPLICATION
Home
Home
Tenant overview and health at a glance: events, reports, application analytics, and the topology map.
Network
Network
Site configuration, network rules (SD-WAN), DHCP and DNS, and IP allocation.
Access
Access
Identity and remote-user configuration: directory sync, SSO, and the Cato Client.
Security
Security
Every security policy lives here: Internet and WAN firewalls, IPS, NGAM, DLP, and CASB.
AI Security
AI Security
Policy and visibility for generative-AI traffic. This is a licensed module.
Resources
Resources
Shared building blocks: integrations and API keys, groups, custom apps, categories, IP ranges, device posture, and the app, threat, and posture catalogs.
Account
Account
Administrators, notifications, and branding for the tenant.

Illustrative layout. Labels follow the CMA left-hand navigation and can shift slightly between Cato releases.

Where today’s labs live

LabStart in
Getting ConnectedHome, then Access
Sites & SocketsNetwork
SD-WAN and Security PoliciesNetwork (SD-WAN rules) and Security (firewall, IPS, DLP, CASB)
ZTNAAccess and Security
Reading the DataHome (events, analytics, reports)
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GETTING CONNECTED

The Cato Client

The Client is the first thing you install in the lab, and it is how every laptop and phone becomes part of the network. Away from the office it builds the tunnel to the nearest PoP. Behind a Socket it drops into Office Mode: no tunnel, but it keeps doing the three jobs below.

DOWNLOAD
clientdownload.catonetworks.com
Windows, macOS, Linux,
iOS, Android
Cato Client, disconnected
Fresh install
Disconnected, nobody signed in. Click the power button and sign in with your tenant username.
Cato Client, Office Mode
Always-On, Office Mode
Signed in, behind a Socket. Green shield with a lock: no tunnel needed, policy still applies. The tenant can brand this screen.
Installs the Cato CA certificate
Puts the Cato root certificate in the device trust store so TLS inspection works without browser warnings.
Installing the Root Certificate for TLS Inspection
knowledge.catonetworks.com/docs/installing-the-root-certificate-for-tls-inspection
Acts as the Identity Agent
Reports who is on the device to the PoP, even in Office Mode. That is what lets firewall and network rules match on a user or group instead of an IP.
Using Cato Identity Agents for User Awareness
knowledge.catonetworks.com/docs/en/using-cato-identity-agents-for-user-awareness
Runs Device Posture checks
Checks the endpoint (encryption, EDR, OS version, certificate) and feeds the result to the Client Connectivity Policy and firewall rules.
Creating Device Posture Profiles and Device Checks
knowledge.catonetworks.com/docs/creating-device-posture-profiles-and-device-checks
Everything the Client does
Understanding the Capabilities of the Cato Client
knowledge.catonetworks.com/docs/understanding-the-capabilities-of-the-cato-client
Install guides, all platforms
Installing the Cato Client
knowledge.catonetworks.com/docs/installing-the-cato-client
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SITES & SOCKETS

The X1600 Socket, from the back

The X1600 is the Socket model at each of your sites. It is a desktop form factor; rack-mount kits are included so it can go in the rack with the rest of the gear. Port capabilities are fixed by the hardware; the role each port plays (WAN or LAN) is assigned in the CMA under Network > Sites.

X1600 Socket rear panel
Console
1 WAN
2
3 – 4
5 – 8
12 VDC
PortWhat it isWorth knowing
ConsoleSerial console. Takes an RS-232 cable (RJ45) or any micro-USB cable.Used by Cato Support to troubleshoot the Socket.
1 (WAN)1 Gbps combo: copper RJ45 or SFP fiber.One cable at a time. Auto-negotiate, full duplex. Intended for WAN traffic.
21 Gbps combo: copper RJ45 or SFP fiber.One cable at a time. Auto-negotiate, full duplex.
3 – 410 Gbps fiber (SFP+).1 Gbps transceivers are not supported. No auto-negotiate.
5 – 82.5 Gbps copper (RJ45).Auto-negotiate supported. Port 8 is the MGMT port by default.
12 VDCPower supply input.

Going Deeper

Site creation
Using the CMA to Add Sites
knowledge.catonetworks.com/docs/using-the-cma-to-add-sites
Site configuration
Working with Socket Sites
knowledge.catonetworks.com/docs/working-with-socket-sites
Cloud bypass
Bypassing the Cato Cloud (Site Level Policy)
knowledge.catonetworks.com/docs/en/bypassing-the-cato-cloud-site-level-policy
IP allocation
Allocating IP Addresses for the Account
knowledge.catonetworks.com/docs/allocating-ip-addresses-for-the-account
Port forwarding
Configuring Local Port Forwarding for a Site
knowledge.catonetworks.com/docs/configuring-local-port-forwarding-for-a-site
Socket hardware
Socket Deployment Guides and Data Sheets
knowledge.catonetworks.com/docs/cato-socket-deployment-guides-and-data-sheets
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SD-WAN AND SECURITY POLICIES

Network rules and QoS

  • By default, Internet traffic leaves from Cato IPs at the PoP you are connected to.
  • A network rule matches specific traffic, sets its priority, and says whether it should be routed a particular way.
  • Priority is QoS: each rule carries a bandwidth profile, which is how voice and video win when a link is congested.
  • Rules can egress traffic from a specific allocated Cato IP, which is what you use when a partner or SaaS app needs an IP allow list.
  • Traffic no rule matches falls to the default rule.
Network > Network Rules evaluated top to bottom, first match wins. Example rulebase:
# Name Source App / Service Priority (QoS) Route / Egress
1Voice and videoAnyZoom, TeamsP10 (highest)Cato PoP
2Bank portal allow listFinance VLANbank.example.comP40Egress via allocated IP
3RDP Server at ColoAll sitesRemote DesktopP50 (below data)Off Cloud
–Default ruleAnyAnyP255Cato PoP, from PoP IP

Illustrative. Lower P number wins under contention. Rule 2 is the IP allow-list pattern; the default row is what everything else gets.

The three firewalls

FirewallApplies toEnforced
InternetAll traffic with an Internet destination.At the PoP
WANVLAN-to-VLAN, site-to-site, and remote user-to-site.At the PoP
LANTraffic the Socket routes locally, without going to the PoP.On the Socket

By default all VLAN-to-VLAN traffic goes up to the PoP and through the WAN firewall. The LAN firewall is what changes that: a LAN rule lets the Socket switch that traffic locally instead.

YOUR SITE
SOCKET
LAN FIREWALL
VLAN A
users
VLAN B
servers
Stays local only with a LAN firewall rule
DTLS tunnel
Default path for all traffic
CATO POP
WAN FIREWALL
Site-to-site, VLAN-to-VLAN, user-to-site
OTHER SITES
and remote users
INTERNET FIREWALL
Anything with an Internet destination
INTERNET
and SaaS
IPS, Anti-Malware, CASB and DLP inspect here too
DTLS tunnel to the PoP
Switched locally on the Socket
Enforced at the PoP
Enforced on the Socket
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SD-WAN AND SECURITY POLICIES

TLS inspection

  • Most traffic is encrypted. For the security modules to see inside it, TLS inspection has to be on. It is required for CASB and DLP; IPS and Anti-Malware catch far more with it.
  • The PoP terminates the session, inspects, and re-encrypts with a certificate signed by the Cato CA. Endpoints must trust that CA, so the certificate is deployed to every device, traditionally by the Cato Client (or MDM).
ENDPOINT
trusts the Cato CA
TLS session 1
cert for the site, signed by the Cato CA
CATO POP
TLS INSPECTION
Decrypt
→
Inspect
→
Re-encrypt
Inspect: IPS, Anti-Malware, CASB, DLP
TLS session 2
the site’s real certificate
WEBSITE / SAAS
its own certificate

The security modules

IPSIntrusion Prevention
Reputation- and signature-based detection: blocks talk-back to known-bad destinations and known exploit patterns in the traffic.
Configuring the IPS Policy
knowledge.catonetworks.com/docs/configuring-the-ips-policy
NGAMNext-Gen Anti-Malware
Anti-Malware matches files against known signatures and hashes. NGAM adds an ML model that classifies files no hash has seen yet.
What is the Cato Anti-Malware Policy?
knowledge.catonetworks.com/docs/what-is-the-cato-anti-malware-policy
CASBCloud Access Security Broker
A “SaaS firewall”: sees which cloud apps are in use, controls what users can do in them (upload, share, post), and logs the activity.
What is the Unified CASB Solution?
knowledge.catonetworks.com/docs/what-is-the-unified-casb-solution
DLPData Loss Prevention
Matches on text in Internet traffic and inside files (card numbers, SSNs, your own keywords) and blocks or logs the transfer.
What is the Cato DLP Service?
knowledge.catonetworks.com/docs/what-is-the-cato-dlp-service

Going Deeper

Network rules
What are Network Rules?
knowledge.catonetworks.com/docs/what-are-network-rules
QoS
What are the Cato Bandwidth Management Profiles
knowledge.catonetworks.com/docs/en/what-are-the-cato-bandwidth-management-profiles
Internet and WAN firewalls
What is the Cato Firewall
knowledge.catonetworks.com/docs/what-is-the-cato-firewall
LAN firewall
What is the Socket Next Gen LAN Firewall
knowledge.catonetworks.com/docs/what-is-the-socket-next-gen-lan-firewall
TLS inspection
Best Practices for TLS Inspection
knowledge.catonetworks.com/docs/best-practices-for-tls-inspection
Cato CA certificate
Installing the Root Certificate for TLS Inspection
knowledge.catonetworks.com/docs/installing-the-root-certificate-for-tls-inspection
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ZTNA

Users first, then the rules for how they connect

Identity runs through the whole platform: once a user exists in Cato, their name can appear in network rules, firewall rules, and every event log. That is why every user belongs in Cato, not only the people who get a ZTNA (remote access) license. The six steps below are the order you build it in.

1
Get the users in
Provision from your directory (SCIM from Entra ID is the usual path; LDAP and manual entry also work). Groups come with them, so policy can be written against groups you already maintain.
Adding Users to Your Cato Account knowledge.catonetworks.com/docs/adding-users-to-your-cato-account
2
Decide how they authenticate
Single sign-on against your IdP. With Entra ID SSO, Cato inherits whatever MFA and Conditional Access you already enforce; there is no separate second factor to run.
Configuring Azure SSO for Your Account knowledge.catonetworks.com/docs/configuring-azure-sso-for-your-account
3
Client Connectivity Policy
Who may connect, from which OS and country, and on what device. Rules match users or groups plus conditions and allow WAN and Internet, Internet only, or block.
Configuring the Client Connectivity Policy knowledge.catonetworks.com/docs/configuring-the-client-connectivity-policy
4
Always-On
Keeps the Client connected so the cloud firewall and security modules apply 24×7, in the office or out. Users cannot simply disconnect to get around policy.
Protecting Users with Always-On Security knowledge.catonetworks.com/docs/protecting-users-with-always-on-security
5
Split tunnel
Default is a full tunnel: everything goes through Cato and gets inspected. Split tunnel carves out exceptions and is normally reserved for BYOD and third-party contractors.
Routing with the Cato Client (Split Tunnel Policy) knowledge.catonetworks.com/docs/routing-with-the-cato-client-split-tunnel-policy
6
Device Posture
Checks on the endpoint (disk encryption, EDR running, OS version, certificate). A posture profile is a condition in the Client Connectivity Policy and in Internet and WAN firewall rules, so a non-compliant laptop can connect but reach less.
Creating Device Posture Profiles and Device Checks knowledge.catonetworks.com/docs/creating-device-posture-profiles-and-device-checks
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READING THE DATA

Cato events

  • Every firewall rule with Track: Event on writes an event for each match, so VLAN-to-VLAN, WAN, and Internet traffic all show up. Security modules, connectivity, routing, posture, and admin changes log too.
  • Events live in the Cato Data Lake and are viewed at Home > Events: filter by type, sub-type, user, site, or rule; query up to 31 days at a time; export up to 250,000 rows to CSV.
  • Retention is 3 months by default. Data Lake units extend it to 6 or 12 months. Past retention the data is deleted, so anything you must keep longer needs a destination below.
  • Cloud storage (AWS S3 or Azure Blob) gives you private long-term retention. Native connectors push to Microsoft Sentinel, Splunk, CrowdStrike NG-SIEM, or Datadog, or to any HTTP endpoint. The Events API (eventsFeed) lets a SIEM or MDR pull for itself.
  • Noise control: create allow rules for known-safe chatter (DNS, Windows Update, Teams, Zoom) with tracking off. Firewall allow events are most of the volume, and most of the SIEM bill.
FIREWALL RULES
Internet, WAN, LAN (Track on)
SECURITY MODULES
IPS, Anti-Malware, CASB, DLP
PLATFORM
connectivity, routing, posture
CATO DATA LAKE
Home > Events
3 Month Storage
6 or 12 months with Data Lake units
CLOUD STORAGE
AWS S3 or Azure Blob
SIEM / MDR CONNECTORS
Sentinel, Splunk, CrowdStrike, Datadog
EVENTS API
eventsFeed, pull from anywhere

Configured under Resources > Event Integrations. Up to three integrations per account.

Going Deeper

Events page
Analyzing Events in Your Network
knowledge.catonetworks.com/docs/analyzing-events-in-your-network
Retention
Guide to Cato Data Lake
knowledge.catonetworks.com/docs/guide-to-cato-data-lake
Storage, SIEM, and API
Getting Started with Event Integrations
knowledge.catonetworks.com/docs/getting-started-with-event-integrations
Keeping the volume sane
Best Practices for Cato Event Logs and Ingestion
knowledge.catonetworks.com/docs/best-practices-for-cato-event-logs-and-ingestion
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