Adds following for bare-metal-install-beta:
- Parent folder and child file: bare-metal-install-beta - figures Signed-off-by: Michael Vincerra <michael.vincerra@intel.com>
@@ -0,0 +1,773 @@
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.. _bare-metal-install-beta:
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Install |CL-ATTR| beta on bare metal
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####################################
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These instructions guide you through the installation of a |CL-ATTR| beta
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on bare metal using a bootable USB drive.
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.. contents:: :local:
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:depth: 1
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Prerequisites
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*************
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You must have the `live image` burned onto a USB drive. Image types
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are available for various platforms:
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* :ref:`bootable-usb`.
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Before starting, assure your target system supports the installation:
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* :ref:`system-requirements`
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* :ref:`compatibility-check`
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.. _download-the-latest:
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Install |CL| on your target system
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||||
**********************************
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We formatted the previously created USB drive as a UEFI boot device. Our
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target system has a hard drive installed containing a single primary
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partition. The target system needs a wired Internet connection with DHCP.
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Follow these steps to install |CL| on the target system:
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#. Insert the USB drive into an available USB slot.
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#. Power on the system.
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#. Open the system BIOS setup menu by selecting the :kbd:`F2` key.
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.. note::
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The key selected to access the BIOS setup menu may vary.
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#. In the setup menu, enable the UEFI boot and set the USB drive as the first
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option in the device boot order.
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#. Save these settings and exit.
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#. Reboot the target system.
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.. _minimum-installation-requirements:
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Minimum installation requirements
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*********************************
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To fulfill minimum installation requirements, complete
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``Required options``. All other menu items are optional.
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.. note::
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* In the Main menu, the :kbd:`Install` button is highlighted
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**only after** you complete :ref:`reqiured-options-installation`.
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* You must choose whether or not to participate in :ref:`telemetry`
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before you can :ref:`complete_installation`.
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* You may wish to :ref:`test-network-settings` before you
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:ref:`configure-network-interfaces`.
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Main menu
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*********
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In the |CL| Installer main menu, two tabs appear:
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:guilabel:`[R] Required options` and :guilabel:`[A] Advanced options`.
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Navigate between tabs using the arrow keys or these shortcut keys:
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* :kbd:`Shift+A` for :guilabel:`[A] Advanced options`
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* :kbd:`Shift+R` for :guilabel:`[R] Required options`
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To meet the minimum requirements, enter your choices in the
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:guilabel:`Required options`. After confirmation, your selections appear
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below menu options in the Main Menu, beside the :guilabel:`>>` chevron.
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Navigation
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**********
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* Select :kbd:`Tab` or :kbd:`Up/Down` arrows to highlight your choice.
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* Select :kbd:`Enter` or :kbd:`Spacebar` to confirm your choice.
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* Select :kbd:`Cancel` or :kbd:`Esc` to cancel your choice.
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The |CL| Installer main menu appears as shown in Figure 1.
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.. figure:: figures/bare-metal-install-1.png
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:scale: 50 %
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:alt: Clear Linux OS Installer main menu
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Figure 1: :guilabel:`|CL| Installer main menu`
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.. _reqiured-options-installation:
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Required options
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****************
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Choose timezone
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===============
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#. From the main menu, select :guilabel:`Choose Timezone`
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#. Select :kbd:`Enter` to continue.
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#. In :guilabel:`Select System Timezone`, navigate to
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the desired timezone.
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#. Use :kbd:`Tab` to navigate to :guilabel:`Confirm`.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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.. note::
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Select :guilabel:`Cancel` to restore the previously defined value and
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return to the main menu.
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.. figure:: figures/bare-metal-install-2.png
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:scale: 50 %
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:alt: Select System Timezone
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Figure 2: :guilabel:`Select System Timezone`
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Choose Language
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===============
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#. From the main menu, select :guilabel:`Choose Language`.
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#. Select :kbd:`Enter`.
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#. In :guilabel:`Select System Language`, navigate to your desired language.
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#. Select :kbd:`Tab` to highlight :kbd:`Confirm`.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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.. note::
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Select :guilabel:`Cancel` to restore the previously defined value and return to the main menu.
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.. figure:: figures/bare-metal-install-3.png
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:scale: 50 %
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:alt: Select System Language
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Figure 3: :guilabel:`Select System Language`
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Configure the Keyboard
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======================
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#. From the main menu, select :guilabel:`Configure the Keyboard`.
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#. Select :kbd:`Enter`.
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#. In :guilabel:`Select Keyboard`, navigate to the desired option.
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#. In :guilabel:`Test keyboard`, type text to assure that the keys map to
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your keyboard.
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#. Select :kbd:`Tab` to highlight :guilabel:`Confirm`.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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.. note::
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Select :guilabel:`Cancel` to restore the previously defined value and return to the main menu.
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.. figure:: figures/bare-metal-install-4.png
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:scale: 50 %
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:alt: Select Keyboard menu
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Figure 4: :guilabel:`Select Keyboard menu`
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Configure Media
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===============
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#. From the main menu, select :guilabel:`Configure Media`.
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.. note::
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Available media appear by default.
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#. Navigate to the desired media until highlighted.
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#. Select :kbd:`Enter` or :kbd:`Spacebar` to select it.
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Two options for partitioning appear.
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#. Select :guilabel:`Auto Partition` to accept the default configuration, or
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:guilabel:`Add Partition` to add partitions manually. See
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instructions below.
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.. figure:: figures/bare-metal-install-5.png
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:scale: 50 %
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:alt: Configure Media menu
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Figure 5: :guilabel:`Configure Media menu`
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.. note::
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Use additional options as necesary during partitioning:
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* Select :guilabel:`Revert` to cancel changes and revert to the
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original configuration.
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* Select :guilabel:`Rescan` to show media connected to the host
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machine.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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**Continue with one partitioning option below**:
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* :ref:`auto-partition`
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* :ref:`add-partition`
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.. _auto-partition:
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Auto Partition
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==============
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Auto partition will configure the media to meet the minimum requirements.
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#. Select :guilabel:`Auto Partition` as shown in Figure 6.
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#. Select :kbd:`Enter` or :kbd:`Spacebar` to highlight
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:guilabel:`Auto partition`.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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This action returns you to the Main Menu.
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.. figure:: figures/bare-metal-install-6.png
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:scale: 50 %
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:alt: Auto Partition
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Figure 6: :guilabel:`Auto Partition`
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#. You may skip to the :ref:`telemetry-tui` section below.
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.. _add-partition:
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Add Partition
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=============
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Minimum requirements
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====================
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To add partitions manually, assign partitions per the minimum
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requirements shown in Table 1:
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.. list-table:: **Table 1. Disk Partition Setup**
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:widths: 33, 33, 33
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:header-rows: 1
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* - FileSystem
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- Mount Point
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- Minimum size
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* - ``VFAT``
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- /boot
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- 150M
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* - ``swap``
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-
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- 256MB
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* - ``root``
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- /
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- *Size depends upon use case/desired bundles.*
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#. In the Configure Media menu, select :guilabel:`Add Partition`.
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.. note:: To change an existing partition, navigate to the partition,
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and select :guilabel:`Enter`
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boot partition
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--------------
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 7.
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#. In :guilabel:`Mount Point`, enter the ``/boot`` partition.
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#. In :guilabel:`Size`, enter an appropriate size (e.g., 150M) per Table 1.
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#. Navigate to :guilabel:`Confirm` until highlighted.
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#. Select :guilabel:`Enter` to confirm.
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.. figure:: figures/bare-metal-install-7.png
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:scale: 50 %
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:alt: boot partition
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Figure 7: :guilabel:`boot partition`
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swap partition
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--------------
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 8.
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#. In :guilabel:`Mount Point`, the field remains blank.
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.. note::
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The Mount Point field is disabled.
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#. In :guilabel:`Size`, enter an appropriate size (e.g., 256MB) per Table 1.
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#. Navigate to :guilabel:`Add`.
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#. Select :guilabel:`Enter` to continue.
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.. figure:: figures/bare-metal-install-8.png
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:scale: 50 %
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:alt: swap partition
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Figure 8: :guilabel:`swap partition`
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root partition
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--------------
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 9.
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#. In :guilabel:`Mount Point`, enter ``/root``.
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#. In :guilabel:`Size`, enter an appropriate size per Table 1.
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.. note::
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The remaining available space shows by default.
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#. Navigate to :guilabel:`Add` until highlighted.
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#. Select :guilabel:`Enter` to continue.
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You are returned to the :guilabel:`Configure media` menu.
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#. Select :guilabel:`Confirm` to complete the media selection.
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.. figure:: figures/bare-metal-install-9.png
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:scale: 50 %
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:alt: root partition
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Figure 9: :guilabel:`root partition`
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You are returned to the :guilabel:`Configure media` menu. Your partitions should appear similar to those shown in Figure 10.
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.. figure:: figures/bare-metal-install-10.png
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:scale: 50 %
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:alt: root partition
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Figure 10: :guilabel:`root partition`
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#. Navigate to :guilabel:`Confirm` until highlighted.
|
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#. Select :guilabel:`Enter` to complete adding partitions.
|
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|
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.. _telemetry-tui:
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|
||||
Telemetry
|
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=========
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|
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To fulfill the :guilabel:`Required options`, choose whether or not to
|
||||
participate in `telemetry`_. :ref:`telemetrics` is a |CL| feature that
|
||||
reports failures and crashes to the |CL| development team for improvements.
|
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For more detailed information, see our :ref:`telemetry-about` page.
|
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|
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#. In the main menu, navigate to :guilabel:`Telemetry` and select
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:kbd:`Enter`.
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|
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#. Select :kbd:`Tab` to highlight your choice.
|
||||
|
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#. Select :kbd:`Enter` to confirm.
|
||||
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.. figure:: figures/bare-metal-install-11.png
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:scale: 50 %
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:alt: Enable Telemetry
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Figure 11: :guilabel:`Enable Telemetry`
|
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|
||||
Skip to complete installation
|
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=============================
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|
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After selecting values for all :guilabel:`Required options`, you may skip directly to :ref:`complete-cl-installation`
|
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|
||||
If you wish to configure network interfaces, proxy settings,
|
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or add bundles, or add/manage users, continue to the next section.
|
||||
|
||||
Advanced Options
|
||||
****************
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||||
|
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.. _configure-network-interfaces:
|
||||
|
||||
Configure Network Interfaces
|
||||
============================
|
||||
|
||||
By default, |CL| is configured to automatically detect the host network
|
||||
interface using DHCP. However, if you want to use a static IP address or if
|
||||
you do not have a DHCP server on your network, follow these instructions to
|
||||
manually configure the network interface. Otherwise, default network
|
||||
interface settings are automatically applied.
|
||||
|
||||
.. note::
|
||||
|
||||
If DHCP is available, no user selection may be required.
|
||||
|
||||
#. Navigate to :guilabel:`Configure network interface` and
|
||||
select :kbd:`Enter`.
|
||||
|
||||
#. Navigate to the network :guilabel:`interface` you wish to change.
|
||||
|
||||
#. When the desired :guilabel:`interface` is highlighted, select
|
||||
:guilabel:`Enter` to edit.
|
||||
|
||||
.. note:: Multiple network interfaces may appear.
|
||||
|
||||
.. figure:: figures/bare-metal-install-12.png
|
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:scale: 50 %
|
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:alt: CAPTION BELOW
|
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|
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Figure 12: :guilabel:`CAPTION BELOW`
|
||||
|
||||
#. Notice :guilabel:`Automatic / dhcp` is selected by default (at bottom).
|
||||
|
||||
Optional: Navigate to the checkbox :guilabel:`Automatic / dhcp` and select
|
||||
:kbd:`Spacebar` to deselect.
|
||||
|
||||
.. figure:: figures/bare-metal-install-13.png
|
||||
:scale: 50 %
|
||||
:alt: Network interface configuration
|
||||
|
||||
Figure 13: :guilabel:`Network interface configuration`
|
||||
|
||||
#. Navigate to the appropriate fields and assign the desired
|
||||
network configuration.
|
||||
|
||||
#. To save settings, navigate to :guilabel:`Confirm` and select
|
||||
:kbd:`Enter`.
|
||||
|
||||
.. note::
|
||||
|
||||
To revert to previous settings, navigate to the :guilabel:`Cancel`
|
||||
and select :kbd:`Enter`.
|
||||
|
||||
#. Upon confirming network configuration, the :guilabel:`Testing Networking`
|
||||
dialogue appears. Assure the result shows success. If a failure occurs,
|
||||
your changes will not be saved.
|
||||
|
||||
#. Upon confirmation, you are returned to :guilabel:`Network interface`
|
||||
settings.
|
||||
|
||||
#. Navigate to and select :guilabel:`Main Menu`.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Proxy
|
||||
=====
|
||||
|
||||
|CL| automatically attempts to detect proxy settings, as described in
|
||||
`Autoproxy`_. If you need to manually assign proxy settings, follow this
|
||||
instruction.
|
||||
|
||||
#. From the Advanced options menu, navigate to :guilabel:`Proxy`, and
|
||||
select :kbd:`Enter`.
|
||||
|
||||
#. Navigate to the field :guilabel:`HTTPS Proxy`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-14.png
|
||||
:scale: 50 %
|
||||
:alt: Configure the network proxy
|
||||
|
||||
Figure 14: :guilabel:`Configure the network proxy`
|
||||
|
||||
#. Enter the desired proxy address and port using conventional syntax,
|
||||
such as: http://address:port.
|
||||
|
||||
#. Navigate to :guilabel:`Confirm` and select :kbd:`Enter`.
|
||||
|
||||
#. To revert to previous settings, navigate to :guilabel:`Cancel`
|
||||
and select :guilabel:`Cancel`.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
.. _test-network-settings:
|
||||
|
||||
Test Network Settings
|
||||
=====================
|
||||
|
||||
To manually assure network connectivity before installing |CL|,
|
||||
select :guilabel:`Test Network Settings` and select :guilabel:`Enter`.
|
||||
|
||||
A progress bar appears as shown in Figure 15.
|
||||
|
||||
.. figure:: figures/bare-metal-install-15.png
|
||||
:scale: 50 %
|
||||
:alt: Testing Networking dialogue
|
||||
|
||||
Figure 15: :guilabel:`Testing Networking dialogue`
|
||||
|
||||
.. note::
|
||||
|
||||
Any changes made to network settings are automatically tested
|
||||
during configuration.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Bundle Selection
|
||||
================
|
||||
|
||||
#. On the Advanced menu, select :guilabel:`Bundle selection`
|
||||
|
||||
#. Navigate to the desired bundle using :kbd:`Tab` or :kbd:`Up/Down` arrows.
|
||||
|
||||
#. Select :kbd:`Spacebar` to select the checkbox for each desired bundle.
|
||||
|
||||
|
||||
.. figure:: figures/bare-metal-install-16.png
|
||||
:scale: 50 %
|
||||
:alt: Bundle selection
|
||||
|
||||
Figure 16: :guilabel:`Bundle selection`
|
||||
|
||||
#. Select :kbd:`Confirm` or :kbd:`Cancel`.
|
||||
|
||||
You are returned to the :guilabel:`Advanced options` menu.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
User Manager
|
||||
============
|
||||
|
||||
Add new users
|
||||
=============
|
||||
|
||||
#. In Advanced Options, select :guilabel:`User Manager`.
|
||||
|
||||
#. Select :guilabel:`Add a new user` as shown in Figure 17.
|
||||
|
||||
.. figure:: figures/bare-metal-install-17X.png
|
||||
:scale: 50 %
|
||||
:alt: Add New User, User Name
|
||||
|
||||
Figure 17: :guilabel:`Add New User`
|
||||
|
||||
|
||||
#. Optional: Enter a :guilabel:`User Name`.
|
||||
|
||||
.. note:
|
||||
|
||||
The User Name must be alphanumeric and can include spaces, commas, or hyphens. Maximum length is 64 characters.
|
||||
|
||||
.. figure:: figures/bare-metal-install-18.png
|
||||
:scale: 50 %
|
||||
:alt: User Name
|
||||
|
||||
Figure 18: :guilabel:`User Name`
|
||||
|
||||
#. Enter a :guilabel:`Login`.
|
||||
|
||||
.. note::
|
||||
|
||||
The User Login must be alphanumeric and can include hyphens and underscores. Maximum length is 31 characters.
|
||||
|
||||
#. Enter a :guilabel:`Password`.
|
||||
|
||||
.. note:
|
||||
|
||||
Minimum length is 8 characters. Maximum length is 255 characters.
|
||||
|
||||
#. In :guilabel:`Retype`, enter the same password.
|
||||
|
||||
#. Optional: Navigate to the :guilabel:`Administrative` checkbox and select
|
||||
:kbd:`Spacebar` to assign administrative rights to the user.
|
||||
|
||||
.. note::
|
||||
|
||||
Selecting this option enables sudo privileges for the user.
|
||||
|
||||
.. figure:: figures/bare-metal-install-19.png
|
||||
:scale: 50 %
|
||||
:alt: Administrative rights
|
||||
|
||||
Figure 19: :guilabel:`Administrative rights`
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
.. note::
|
||||
|
||||
If desired, select :guilabel:`Reset` to reset the form.
|
||||
|
||||
Modify / Delete User
|
||||
====================
|
||||
|
||||
#. In User Manager, Select :guilabel:`Tab` to highlight the user.
|
||||
|
||||
#. Select :kbd:`Enter` to modify the user.
|
||||
|
||||
.. figure:: figures/bare-metal-install-20.png
|
||||
:scale: 50 %
|
||||
:alt: Modify User
|
||||
|
||||
Figure 20: :guilabel:`Modify User`
|
||||
|
||||
#. Modify user details as desired.
|
||||
|
||||
Optional: To delete the user, navigate to the :guilabel:`Delete`
|
||||
button and select :kbd:`Enter`
|
||||
|
||||
#. Navigate to :kbd:`Confirm` until highlighted.
|
||||
|
||||
.. note::
|
||||
|
||||
Optional: Select :guilabel:`Reset` to rest the form.
|
||||
|
||||
#. Select :guilabel:`Confirm` to save the changes you made.
|
||||
|
||||
You are returned to the User Manager menu.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Kernel command line
|
||||
===================
|
||||
|
||||
For more advanced users, |CL| provides the ability to add, or remove, kernel
|
||||
arguments. If you want to append a new argument, enter the argument here.
|
||||
This argument will be used every time you install a new kernel or update a
|
||||
new kernel.
|
||||
|
||||
#. In Advanced Options, select :guilabel:`Tab` to highlight
|
||||
:guilabel:`Kernel Command Line`.
|
||||
|
||||
#. Select :kbd:`Enter`.
|
||||
|
||||
#. To add or remove arguments, choose one of the following options.
|
||||
|
||||
.. figure:: figures/bare-metal-install-21.png
|
||||
:scale: 50 %
|
||||
:alt: kernel command line
|
||||
|
||||
Figure 21: :guilabel:`kernel command line`
|
||||
|
||||
#. To add arguments, enter the argument in :guilabel:`Add Extra Arguments`.
|
||||
|
||||
#. To remove an existing argument, enter the argument in
|
||||
:guilabel:`Remove Arguments`.
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Kernel selection
|
||||
================
|
||||
|
||||
Select a kernel option. By default, the latest kernel release is selected.
|
||||
|
||||
.. note::
|
||||
|
||||
You may choose a different option, such as kernel with Long Term Support
|
||||
(LTS). To do so, select :guilabel:`Tab` until the kernel option is highlighted.
|
||||
|
||||
.. figure:: figures/bare-metal-install-22.png
|
||||
:scale: 50 %
|
||||
:alt: Kernel selection
|
||||
|
||||
Figure 22: :guilabel:`Kernel selection`
|
||||
|
||||
#. Select :kbd:`Spacebar` to select the desired option.
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Swupd mirror
|
||||
============
|
||||
|
||||
If you have your own custom mirror of |CL|, you may want add that URL.
|
||||
|
||||
#. In Advanced Options, select :guilabel:`Swupd Mirror`.
|
||||
|
||||
#. To add a local swupd mirror, enter a valid URL in :guilabel:`Mirror URL:`
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-23.png
|
||||
:scale: 50 %
|
||||
:alt: Swupd Mirror
|
||||
|
||||
Figure 23: :guilabel:`Swupd Mirror`
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Assign Hostname
|
||||
===============
|
||||
|
||||
#. In Advanced Options, select :guilabel:`Assign Hostname`.
|
||||
|
||||
#. In :guilabel:`Hostname', enter the hostname only (excluding the domain).
|
||||
|
||||
.. note::
|
||||
|
||||
Hostname does not allow empty spaces. Hostname must start with an alphanumeric character but may also contain hyphens. Maximum length of 63 characters.
|
||||
|
||||
.. figure:: figures/bare-metal-install-24.png
|
||||
:scale: 50 %
|
||||
:alt: Assign Hostname
|
||||
|
||||
Figure 24: :guilabel:`Assign Hostname`
|
||||
|
||||
|
||||
#. Navigate to :kbd:`Confirm` until highlighted.
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
Optional: :ref:`Skip to complete installation <complete-cl-installation>`.
|
||||
|
||||
Automatic OS Updates
|
||||
====================
|
||||
|
||||
In the rare case that you need to disable automatic software updates,
|
||||
follow the onscreen instructions.
|
||||
|
||||
#. In Advanced Options, select :guilabel:`Automatic OS Updates`.
|
||||
|
||||
#. Select the desired option.
|
||||
|
||||
.. figure:: figures/bare-metal-install-25.png
|
||||
:scale: 50 %
|
||||
:alt: Automatic OS Updates
|
||||
|
||||
Figure 25: :guilabel:`Automatic OS Updates`
|
||||
|
||||
You are returned to the :guilabel:`Main Menu`.
|
||||
|
||||
.. _complete-cl-installation:
|
||||
|
||||
Complete installation
|
||||
*********************
|
||||
|
||||
#. When you are satisfied with your installation configuration, navigate to
|
||||
:guilabel:`Install` and select :kbd:`Enter`.
|
||||
|
||||
.. note::
|
||||
|
||||
Whenever installation is complete, a ``reboot`` button appears.
|
||||
|
||||
#. Select ``reboot``.
|
||||
|
||||
#. When the system reboots, remove any installation media present.
|
||||
|
||||
**Congratulations!**
|
||||
|
||||
You have successfully installed the |CL| beta on bare metal using a bootable
|
||||
USB drive.
|
||||
|
||||
.. Next steps
|
||||
.. ==========
|
||||
|
||||
.. |CL| is designed to install with minimal software overhead. Therefore, some
|
||||
.. housekeeping and package installations could be needed before you can take
|
||||
.. full advantage of the |CL| operating system. These instructions are captured
|
||||
.. in the :ref:`enable-user-space`.
|
||||
|
||||
.. _image: https://download.clearlinux.org/image
|
||||
|
||||
.. _Autoproxy: https://clearlinux.org/features/autoproxy
|
||||
|
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After Width: | Height: | Size: 8.5 KiB |
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After Width: | Height: | Size: 9.6 KiB |
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After Width: | Height: | Size: 11 KiB |
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After Width: | Height: | Size: 6.6 KiB |
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After Width: | Height: | Size: 5.6 KiB |
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After Width: | Height: | Size: 6.4 KiB |
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After Width: | Height: | Size: 6.3 KiB |
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After Width: | Height: | Size: 37 KiB |