System Requirements

OpenIiler has the Iollowing hardware requirements to be successIully installed:

1. or based computer with at least 512MB RAM and 1GB storage Ior the OS
image.
2. At least one supported network interIace card
3. A CDROM or DVD-ROM drive iI you are perIorming a local install
. A supported disk controller with data drives attached.
Please see Iull system requirements inIormation here.
nstallation
%he installation process is described with screenshots Ior illustrative purposes. II you are unable
to proceed at any point with the installation process or you make a mistake, use the Back button
to return to previous points in the installation process. Any errors or intractable problems with
the installation process should be reported either to the OpenIiler Users mailing list or,
alternatively, iI you Ieel you have Iound a bug please use the bug tracking system. II you report a
bug, be sure to enter a valid email address so that you can keep track oI any updates to it right up
to resolution. You *must* Iirst register with the bug tracker in order to be able to post a new bug.
Starting the nstallation
%o begin the installation, insert the OpenIiler disk into your CD/DVD-ROM drive and ensure
your system is conIigured to boot oII the CD/DVD-ROM drive. AIter the system POS%s, the
installer boot prompt will come up. At this point, just hit the Enter key to proceed.


AIter a Iew moments, the Iirst screen oI the installer will be presented. II at this point your screen
happens to be garbled, it is likely that the installer has been unable to automatically detect your
graphics subsystem hardware. You may restart the installation process in text-mode and proceed
accordingly in that case. %he Iirst screen oI the installer is depicted below. %he net step is to
click on the Net button to proceed with the installation.

eyboard Selection
%his screen deals with keyboard layout selection. Use the scroll bar on the right to scroll up and
down and select your desired keyboard layout Irom the list. Once you are satisIied with your
selection, click the Net button to proceed.


isk Partitioning Setup
Net comes the disk partitioning. You must select manual disk partitioning as it ensures you will
end up with a bootable system and with the correct partitioning scheme. Openfiler does not
support automatic partitioning and you will be unable to configure data storage disks in the
Openfiler graphical user interface if you select automatic partitioning. Click the Net button
once you have selected the correct radiobutton option.



isk Setup
On the disk setup screen, iI you have any eisting partitions on the system, please delete them.
DO AO1 DELE1E AAY EXIS1IAC OPEAFILER DA1A PAR1I1IOAS UALESS YOU AO
LOACER REQUIRE 1HE DA1A OA 1HEM. %o delete a partition, highlight it in the list oI
partitions and click the Delete button. You should now have a clean disk on which to create your
partitions.


You need to create three partitions on the system in order to proceed with the installation:
1. boot - this is where the kernel will reside and the system will boot Irom
2. swap - this is the swap partition Ior memory swapping to disk
3. - this is the system root partition where all system applications and libraries will be
installed
reate boot Partition
Proceed by creating a boot partition. Click on the New button. You will be presented with a Iorm
with several Iields and checkboes. Enter the partition mount path "/boot" and the select the disk
on with to create the partition. In the illustrated eample, this disk is da (the Iirst IDE hard
disk). Your setup will very likely be diIIerent as you may have several disks oI diIIerent types.
You should make sure that only the Iirst disk is checked and no others. II you are installing on a
SCSI-only system, this disk will be designated sda. II you are installing on a system that has both
IDE and SCSI disks, please select da iI you intend to use the IDE disk as your boot drive.
%he Iollowing is a list oI all entries required to create the boot partition:
1. Mount Point: /boot
2. Filesystem %ype: et3
3. Allowable Drives: select one disk only. %his should be the Iirst IDE (da) or Iirst SCSI
disk (sda)
. Size(MB): 100 (this is the size in Megabytes, allocate 100MB by entering "100")
5. Additional Size Options: select Fied Size radiobutton Irom the options.
. Force to be a primary partition: checked (select this checkbo to Iorce the partition to be
created as a primary partition)
AIter conIiguration, your settings should resemble the Iollowing illustration:

Once you are satisIied with your entries, click the OK button to create the partition.
reate (root) Partition
Proceed by creating a 7oot partition. Click on the New button. You will be presented with the
same Iorm as previously when creating the boot partition. %he details are identical to what was
entered Ior the -oot partition ecept this time the Mount Point: should be and the Size(MB):
should be 20MB or at a minimum 102MB.

Once you are satisIied with your entries, click the OK button to proceed.
reate Swap Partition
Proceed by creating a swap partition. Click on the New button. You will be presented with the
same Iorm as previously when creating the boot and root partitions. %he details are identical to
what was entered Ior the -oot partition ecept this time the Mount Point: should swap. Use the
drop down list to select a swap partition type. %he Size(MB): oI the partition should be at least
102MB and need not eceed 20MB.

Once you are satisIied with your entries, proceed by clicking the OK button to create the
partition. You should now have a set oI partitions ready Ior the OpenIiler Operating System
image to install to. Your disk partition scheme should resemble the Iollowing:

You have now completed the partitioning tasks oI the installation process and should click Net
to proceed to the net step.

etwork onfiguration
In this section you will conIigure network devices, system hostname and DNS parameters. You
will need to conIigure at least one network interIace card in order to access the OpenIiler web
interIace and to serve data to clients on a network. In the unlikely event that you will be using
DHCP to conIigure the network address, you can simply click Net and proceed to the net stage
oI the installation process.


II on the other hand you wish to deIine a speciIic IP address and hostname, click the Edit button
at the top right corner oI the screen in the Network Devices section. Network interIace devices
are designated eth where is a number starting at 0. %he Iirst network interIace device is
thereIore et. II you have more than one network interIace device, they will all be listed in the
Network Devices section.
When you click the Edit button, a new Iorm will popup Ior you to conIigure the network device
in question. As you do not wish to use DHCP Ior this interIace, uncheck the ConIigure Using
DHCP checkbo. %his will then allow you to enter a network IP address and Netmask in the
appropriate Iorm Iields. Enter your desired settings and click OK to proceed.


Once you have conIigured a network IP address, you may now enter a hostname Ior the system.
%he deIault hostname ocaost.ocadomain is not suitable and you will need to enter a proper
hostname Ior the system. %his will be used later when you conIigure the system to participate on
your network either as an Active Directory / Windows N% PDC client or as an LDAP domain
member server. You will also, at this point, need to conIigure gateway IP address and DNS
server IP addresses. %o complete this task you will need the Iollowing inIormation:
1. Desired hostname - this is the name you will call the system. Usually this will be a Iully
qualiIied hostname e.g homer.the-simpsons.com .
2. Gateway IP address - this is the IP address oI your network gateway to allow routing to
the Internet
3. Primary DNS Server - this is the DNS server on your network. Note that iI you intend to
use Active Directory or LDAP as your authentication mechanism, you will need to assign
a Iunctional DNS IP address so that the authentication mechanism is able to resolve the
authentication server hostnames.
. Secondary/%ertiary DNS Server - enter a second and third DNS server iI they are
available on your network.
%he Iollowing illustration shows an eample where a hostname has been assigned, and gateway
IP, primary and secondary DNS inIormation has also been entered.

Once you are satisIied with your entries, please proceed by clicking the Net button.

%ime Zone Selection
Set the deIault system time zone. You can achieve this by Iollowing the instructions on the leIt
side oI the screen. II your system BIOS has been conIigured to use U%C, check the U%C
checkbo at the bottom oI the screen and click Net to proceed.

Set Root Password
You need to conIigure a root password Ior the system. %he root password is the superuser
administrator password. With the root account, you can log into the system to perIorm any
administrative tasks that are not oIIered via the web interIace. Select a suitable password and
enter it twice in the provided tetboes. When you are satisIied with your entries, click Net to
proceed with the installation process.

AB: the root password is meant for logging into the console of the Openfiler server. 1he
default username and password for the Openfiler web management CUI are: openfiler and
password respectively.

bout %o nstall
%his screen inIorms you that installation conIiguration has been completed and the installer is
awaiting your input to start the installation process which will Iormat disks, copy data to the
system and conIigure system parameters such as setting up the boot loader and adding system
users. Click Net iI you are satisIied with the entries you have made in the previous screens.
ote
You cannot go back to previous screens once you have gone past this point. %he installer will
erase any data on the partitions you deIined in the partitioning section.

nstallation
Once you have clicked Net in the preceding section, the installer will begin the installation
process. %he Iollowing screenshots depict what happens at this point.






nstallation omplete
Once the installation has completed, you will be presented with a congratulatory message. At this
point you simply need to click the Reboot button to Iinish the installer and boot into the installed
OpenIiler system.
ote
AIter you click Reboot remove the installation CD Irom the CD/DVD-ROM drive.

Once the system boots up, start conIiguring OpenIiler by pointing your browser at the host name
or IP address oI the OpenIiler system. %he interIace is accessible Irom https port . e.g..
https://homer.the-simpsons.com:.
anagement nterface: https:ip of openfiler host>:446
dministrator Username: openfiler
dministrator Password: password
You can learn how to manage the OpenIiler system by browsing the administrator guide online
which can be Iound here.