This guide shows how I added a passive Sophos UTM 9.x node (version 9.307006 at the time) to build a hot-standby, active-passive high availability pair. Our environment is fully virtual: VMware ESXi 5.5 (build 2456374) hosts, Force10 switches, and SAN storage. I used these exact steps across three data centers and a development environment.
1. Prepare the Primary UTM
Get your UTM set up and working the way you want first. Add a couple of extra NICs for the future and confirm basic firewall functionality. Then log in to the UTM shell as root and run:
cc set ha advanced virtual_mac 0
This step is required for HA to work in a VMware environment.
2. Clone the UTM
I use an even/odd host naming scheme, so I renamed the existing UTM to UTM01 and cloned it from vHost01 to vHost02 as UTM02.
3. Enable HA on the Primary (Node 1)
- Log in to UTM01 and go to Management → High Availability → Configuration.
- Select Hot Standby (active-passive).
- Choose the HA sync NIC (I used the last one added, eth7).
- Enter the device name (csutm01), select device node 1, and set an encryption key.
- Click both Apply buttons.
4. Reset the Clone to Factory Defaults
When the clone finishes, do not power it on yet. Edit the VM and disconnect every network card except the one on the HA network. Then power on UTM02, open the console, and log in as root.
Make absolutely sure you’re on UTM02, then reset it:
cc
RAW
system_factory_reset
The system powers off when the reset completes. Reconnect the internal interface, power it back on, and run through basic setup. Configure only the internal network and nothing else (you may need to add a license file).
5. Enable HA on the Secondary (Node 2)
- Log in to UTM02 and go to Management → High Availability → Configuration.
- Select Hot Standby (active-passive) and the same HA NIC (eth7).
- Enter the device name (csutm02), select device node 2, and use the same encryption key.
- Click both Apply buttons.
The web interface will lock up, showing you’ve lost the connection to UTM02. That’s expected.
6. Verify the Cluster
On UTM01, open the High Availability menu. You should see UTM01 as Active (Master) and UTM02 as Syncing. Give it about 15 minutes to stabilize.
If you run into trouble, feel free to send me a message.