Difference between revisions of "+ Installation Guide Overview"

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[[Category:install_guide]]
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== Overview ==
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The Installation Guide takes you step-by-step through the process of installing the QuantaStor Storage System OS on your server hardware from our ISO media.  If you are using a QuantaStor virtual system, you can skip the installation guide and proceed to the [[QuantaStor Getting Started Guide|Getting Started Guide]] for initial configuration instructions and the [[QuantaStor Administrators Guide|Administrators Guide]] for more advanced configuration.
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* [[QuantaStor Installation via USB Thumb Drive|Preparing ISO Media]]
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** Documentation on creating a bootable QuantaStor Installer on a USB thumb-drive for bare-metal install
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* [[QuantaStor Upgrade Guide|Upgrade Guide]]
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** The Upgrade Guide outlines how to upgrade your QuantaStor system or virtual system to the latest version.
  
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==System Requirements==
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==Minimum System Requirements==
  
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*Intel or AMD 64bit server (or virtual server)
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Minimum requirements vary depending on the workload so it is recommended to explore using the QuantaStor [[Design Tools]] to get a good idea of the hardware requirements for a specific workload.  These minimum requirements are provided as a guide to setting up a system that meets the bare minimum requirements so that one may explore using the software and it capabilities.
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*1GB RAM
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*2 or more hard disks (SATA/SAS or virtual)
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**1 drive is needed for use as a dedicated system disk and must be 4GB or larger in size.
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**Additional drives can be used to create storage pools.
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*[http://osnexus.osnexusinc.netdna-cdn.com/quantastor_v1.0.5.1515-RC1.iso QuantaStor ISO Installation Media]
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==Installation==
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* Intel Xeon or AMD x64 bit server (or virtual server)
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* 16GB RAM
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** The QuantaStor System will install and run on just 4GB of RAM but it will not perform well and will have issues when many services are under load.  With this memory configuration basic functionality will work.  For a production class machine, please use the [[Design Tools]] to select the hardware, usable capacity and use case so that it may generate hardware recommendations.
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* 2x SSDs for system/boot drives
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** Boot drives should be hardware mirrored and should be at least 64GB in size
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* One or more disks per system for storage pools.
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** Storage media used to create storage pools can be of any type (SSD/NVMe/PCI SSD/SATA/SAS/FC/iSCSI/AoE)
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* Download [http://www.osnexus.com/freetrial/ QuantaStor USB/ISO Installation Media] for installation
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** The QuantaStor operating system ISO image is a hybrid ISO that allows for installation from DVD media or USB media like thumb-drives.  More detail on creating a USB bootable flash drive for installing QuantaStor is available [[QuantaStor_Installation_via_USB_Thumb_Drive|here.]]
  
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Before booting to the QuantaStor installation media you'll first want to configure your system's BIOS to boot from CD/DVD so that the ISO install media loads first at boot time.  Additionally, you'll want to configure the system disk, that is, the disk the system will boot to after installation has completed, to be the selected hard disk and second in the BIOS boot order after your CD/DVD drive.
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[[Category:QuantaStor Guide]]
  
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Now that you have the BIOS configured, simply place the QuantaStor Install CD into the drive and boot your server.  You will see the QuantaStor screen appear and it will automatically select 'English' as the default language and begin the installation process. 
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== Installation Guide Topics ==
  
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The first question you will be asked as part of the installation process is what do you want to name the host.  By default the name 'quantastor' is given, but you can give the system any valid host name.
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[[Preparing ISO Media]]
  
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The next question you will be asked is with regard to network configuration.  If you have a DHCP server running, then it won't ask you to configure the network at this time but rather will just use a dynamically assigned IP address from your DHCP server.  You will then need to assign a static IP address to the system later when you login to the QuantaStor Manager web interface.
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[[Bare-metal Install]]
  
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Finally, it will ask you which partitioning scheme to use.  'Guided installation', 'Guided installation w/LVM', and 'Guided installation w/Encrypted LVM'.  If you are planning to mirror your boot drives for additional fault tolerance then choose the option w/LVM, otherwise choose the basic Guided installation.  The next screen will ask you which disk you want to use as the
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[[VM/VSA Install]]
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system boot disk. 
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<pre>WARNING, this disk will be reformatted as part of the installation process so be
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careful to choose a disk that does not have data on it you end.</pre>
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That's all the questions you will be asked as part of the installation process.  After the installation completes the system will reboot and will start-up the QuantaStor system.  At this point you can login using the 'qadmin' user account and 'qadmin' password so that you can get the IP address of the system.  To get the IP address just type 'ifconfig' at the command prompt after you have logged in.  You'll see an entry for 'eth0' with an IP address assigned to it.  Enter that IP address into your web browser to connect to your QuantaStor storage system so that you can start to configure the system.
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[[Install Troubleshooting]]
  
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A video of the installation process is available on the main web site in the [http://www.osnexus.com/videos/ Videos] section.
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[[Templates]]
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**Troubleshooting the installation**
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* It won't boot to the Installation CD
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** This is typically a BIOS configuration problem.  You'll need to check the BIOS boot order to make sure that your CD or DVD drive is the first drive in the BIOS boot ordering.  After that be sure to save your new BIOS configuration before rebooting.
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** This could also be caused by a bad CD.  Try burning a new CD from the QuantaStor ISO file and check the surface of the disk to make sure there are no scratches.
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* It asks me to insert a CD-ROM driver
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** You can skip that step and just continue on selecting the defaults ('none') and it will typically find the CD-ROM. This condition can occur when the system has multiple CD-ROM drives.  In some cases you may only have one CD-ROM drive but the BIOS is emulating a second drive hence the confusion to the installer.
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* It won't boot up after the installation completes
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** Check your BIOS boot order to make sure that the hard disk you installed the system to is now the first item in the BIOS boot order.  Typically there is a section that allows you to order the hard disks priority as well, and you'll want to go to that section to make sure your system disk is at the top of the list as well.
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* My system disk doesn't show up in the list of disks to install the QuantaStor system onto.
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** This could be a cabling problem.  Some motherboards have multiple SATA/SAS controllers on-board.  Try connecting your SATA/SAS boot drive to another SATA/SAS port and/or separate controller.
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* If all else fails, try installing just plain old Ubuntu Server 10.04 on the system.  If Ubuntu doesn't install and run then there's a problem that's not specific to the QuantaStor installer.  That typically points to a BIOS configuration or a cabling problem.
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Latest revision as of 13:44, 29 May 2019

Overview

The Installation Guide takes you step-by-step through the process of installing the QuantaStor Storage System OS on your server hardware from our ISO media. If you are using a QuantaStor virtual system, you can skip the installation guide and proceed to the Getting Started Guide for initial configuration instructions and the Administrators Guide for more advanced configuration.

  • Preparing ISO Media
    • Documentation on creating a bootable QuantaStor Installer on a USB thumb-drive for bare-metal install
  • Upgrade Guide
    • The Upgrade Guide outlines how to upgrade your QuantaStor system or virtual system to the latest version.

Minimum System Requirements

Minimum requirements vary depending on the workload so it is recommended to explore using the QuantaStor Design Tools to get a good idea of the hardware requirements for a specific workload. These minimum requirements are provided as a guide to setting up a system that meets the bare minimum requirements so that one may explore using the software and it capabilities.

  • Intel Xeon or AMD x64 bit server (or virtual server)
  • 16GB RAM
    • The QuantaStor System will install and run on just 4GB of RAM but it will not perform well and will have issues when many services are under load. With this memory configuration basic functionality will work. For a production class machine, please use the Design Tools to select the hardware, usable capacity and use case so that it may generate hardware recommendations.
  • 2x SSDs for system/boot drives
    • Boot drives should be hardware mirrored and should be at least 64GB in size
  • One or more disks per system for storage pools.
    • Storage media used to create storage pools can be of any type (SSD/NVMe/PCI SSD/SATA/SAS/FC/iSCSI/AoE)
  • Download QuantaStor USB/ISO Installation Media for installation
    • The QuantaStor operating system ISO image is a hybrid ISO that allows for installation from DVD media or USB media like thumb-drives. More detail on creating a USB bootable flash drive for installing QuantaStor is available here.

Installation Guide Topics

Preparing ISO Media

Bare-metal Install

VM/VSA Install

Install Troubleshooting

Templates

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