From 63f9565e3031127b7a1a6be94b24d3acd9bbf641 Mon Sep 17 00:00:00 2001 From: Tom Leavitt <30448839+tpleavitt@users.noreply.github.com> Date: Tue, 10 Oct 2017 15:31:34 -0700 Subject: [PATCH] Updates to the manual install guide Signed-off-by: Tom Leavitt <30448839+tpleavitt@users.noreply.github.com> --- .../bare-metal-manual-install.rst | 243 +++++++++--------- 1 file changed, 127 insertions(+), 116 deletions(-) diff --git a/source/clear-linux/get-started/bare-metal-install/bare-metal-manual-install.rst b/source/clear-linux/get-started/bare-metal-install/bare-metal-manual-install.rst index 49249a0d..404ef4a1 100644 --- a/source/clear-linux/get-started/bare-metal-install/bare-metal-manual-install.rst +++ b/source/clear-linux/get-started/bare-metal-install/bare-metal-manual-install.rst @@ -6,254 +6,265 @@ Bare metal manual installation guide This section is a continuation of steps from the :ref:`bare-metal-install` page. -By following this guide and selecting the :guilabel:`< Manual(Advanced) >` -menu option as seen in figure 1, you can do the following -additional tasks during the |CL| Installer setup: +Selecting the :guilabel:`< Manual(Advanced) >` menu option as seen in figure +1, you can do the following additional tasks during the |CL| Installer setup: -* :ref:`modify the disk layout using the cgdisk utility` -* add additional command-line parameters to the kernel -* create a hostname for your system -* create an administrative user -* add additional software bundles to enhance the functionality of your initial +* :ref:`Modify the disk layout using the cgdisk utility` +* Add additional command-line parameters to the kernel +* Create a hostname for your system +* Create an administrative user +* Add additional software bundles to enhance the functionality of your initial |CL| installation -* optionally set up a static IP address for your system +* Optionally set up a static IP address for your system Begin the manual installation process ************************************* -#. Move your cursor to the :guilabel:`< Manual(Advanced) >` menu item +#. Move the cursor to the :guilabel:`< Manual(Advanced) >` menu item and press the :kbd:`Enter` key. .. figure:: figures/cmi7.png :scale: 50 % :alt: Choose installation Type - Figure 7: :guilabel:`Choose installation Type` + Figure 1: :guilabel:`Choose installation Type` -#. This will bring you to the ``Choose partitioning method`` screen as shown - in figure 8. +#. This will bring you to the :guilabel:`Choose partitioning method` screen as + shown in figure 2. .. figure:: figures/cmi5of13.png :scale: 50 % :alt: Choose partitioning method - Figure 8: :guilabel:`Choose partitioning method` + Figure 2: :guilabel:`Choose partitioning method` - If you want to set up your hard drive partitions before moving to the next - step, select the :guilabel:`< Manually configure mounts and partitions >` - menu item and follow the instructions for :ref:`using CGDISK to set up your Clear Linux hard drive`. + If your hard drive has already been partitioned for a Linux system, you can + select the :guilabel:`< Use default partition and mount scheme on target + device >` menu item and press :kbd:`Enter` to move to the next step of the + installer setup process. + + Otherwise, to set up your hard drive partitions manually before moving to + the next step, select the :guilabel:`< Manually configure mounts and + partitions >` menu item and follow the instructions for :ref:`using CGDISK + to set up your Clear Linux hard drive`. .. toctree:: :maxdepth: 1 cgdisk-manual-install - If you have already set up your hard drive for a Linux system - then you can select the :guilabel:`< Use default partition and mount scheme on target device >` - menu item and press :kbd:`Enter` to move to the next step of the installer - setup process. This is the option that we will take for this guide. - + .. _choose-target-device: Choose target device for installation ===================================== -The ``Choose target device for installation`` menu, shown in figure 9, will -appear with the current device and partition information displayed. In this -example, ``/dev/sda`` is the only drive on the system with 3 partitions -defined and assigned. The menu cursor is highlighting the device to install -|CL| onto. +The :guilabel:`Choose target device for installation` menu, shown in figure 3, +will appear with the current device and partition information displayed. In +this example, ``/dev/sda`` is the only drive on the system with three +partitions defined and assigned. The menu cursor is highlighting the partition +to install |CL| onto. -#. Select :guilabel:`< Partition /dev/sda >` and press :kbd:`Enter`. - If you want to return to the previous menu, press the :kbd:`Tab` key to - highlight the :guilabel:`< Previous >` field and press :kbd:`Enter` to - return to the ``< Choose partitioning method >`` menu. +#. Select the :guilabel:`< Partition /dev/sda >` button and press the + :kbd:`Enter` key. + + .. note:: + + To return to the previous menu, press the :kbd:`Tab` key + to highlight the :guilabel:`< Previous >` button and press :kbd:`Enter` + to return to the previous menu. .. figure:: figures/cmi6of13.png :scale: 50 % :alt: Choose target device for installation - Figure 9: :guilabel:`Choose target device for installation` + Figure 3: :guilabel:`Choose target device for installation` -#. After selecting the :guilabel:`< Partition /dev/sda >` field you will be - presented with a warning screen as shown in figure 10 with the - :guilabel:`< No >` field highlighted. Use the :kbd:`Tab` key to highlight - the :guilabel:`< Yes >` field and press :kbd:`Enter` to proceed to the next - step if this is the device that you want to install |CL| onto. +#. After selecting the :guilabel:`< Partition /dev/sda >` button you will be + presented with a warning screen as shown in figure 4 with the + :guilabel:`< No >` button highlighted. If you are satisfied this is the + device that you want to install |CL| onto, use the :kbd:`Tab` key to + highlight the :guilabel:`< Yes >` button and press :kbd:`Enter` to proceed + to the next step. .. figure:: figures/cmi7of13.png :scale: 50 % :alt: Device installation warning - Figure 10: :guilabel:`Device installation warning` + Figure 4: :guilabel:`Device installation warning` Additional manual installer settings ==================================== The next steps of the manual installer setup process will allow you to set up any additional command-line parameters to the kernel, create a hostname for -your system, set up an administrative user, install any additional software -bundles to enhance your system and optionally create a static IP address for -your system. +your system, set up an administrative user, install additional software +bundles and optionally create a static IP address for your system. -#. On the menu ``Append to kernel cmdline``, you can add additional options to - the kernel command-line to further customize your installation as shown in - figure 11. Normally this would not be required but if there is something - specific that needs to be set you can do it here. For a complete list of - command-line parameters for the Linux kernel you can visit the official - documentation of the `latest kernel's command-line parameters`_. +#. On the menu :guilabel:`Append to kernel cmdline`, you can add additional + options to the kernel command-line to further customize your installation + as shown in figure 5. Normally this is not required but if there are + specific options that need to be set in the Linux kernel you can enter them + here. For a complete list of command-line parameters for the Linux kernel + you can visit the official documentation of the `latest kernel's + command-line parameters`_. - Add any additional command-line parameters in the - :guilabel:`Append to cmdline:` and then press the :kbd:`Tab` key to - highlight the :guilabel:`< Next >` and press :kbd:`Enter`. + Add any additional command-line parameters in the :guilabel:`Append to + cmdline:` field and then press the :kbd:`Tab` key to move to the + :guilabel:`< Next >` button and press :kbd:`Enter`. .. figure:: figures/cmi8of13.png :scale: 50 % :alt: Append to kernel cmdline - Figure 11: :guilabel:`Append to kernel cmdline` + Figure 5: :guilabel:`Append to kernel cmdline` -#. The next menu, ``Configuring Hostname``, will start off suggesting a - hostname string prefaced with "clr" as shown in figure 12. You can make +#. The next menu, :guilabel:`Configuring Hostname`, will start off suggesting + a hostname string prefaced with "clr" as shown in figure 6. You can make your hostname anything meaningful and unique. Once complete, press the - :kbd:`Tab` key to move to the :guilabel:`< Next >` field and press + :kbd:`Tab` key to move to the :guilabel:`< Next >` button and press :kbd:`Enter`. .. figure:: figures/cmi9of13.png :scale: 50 % :alt: Configure Hostname - Figure 12: :guilabel:`Configure Hostname` + Figure 6: :guilabel:`Configure Hostname` To learn more about hostname naming conventions and restrictions, you can check this `wiki page about hostnames`_. -#. The ``User configuration`` menu shown in figure 13 gives you the option to - create a user with administrative privileges. Select the field +#. The :guilabel:`User configuration` menu shown in figure 7 gives you the + option to create a userid with administrative privileges. Select the field :guilabel:`< Create an administrative user >` and press :kbd:`Enter` to go - to the second page of this menu item. If you want to create a user at a - later time, select :guilabel:`< No user creation (login as root) >` to skip - this step and proceed to the ``Bundle selector`` menu. + to the second page of this menu item. If you do not want to create a user + at this time, select :guilabel:`< No user creation (login as root) >` to + skip this step and proceed to the :guilabel:`Bundle selector` menu. .. figure:: figures/cmi10of13.png :scale: 50 % :alt: User configuration - Figure 13: :guilabel:`User configuration` + Figure 7: :guilabel:`User configuration` -#. If you choose to create a user you will be presented with the second - ``User configuration`` menu shown in figure 14. You are only required to - fill in the :guilabel:`Username`, :guilabel:`Password` and - :guilabel:`Confirm password` fields but it is recommended that you also - enter a meaningful name and to also select the - :guilabel:`Add user to the sudoers?` if you want this user to be - able to execute the :command:`sudo` command. +#. To create a user you will be presented with the second :guilabel:`User + configuration` menu shown in figure 8. You are only required to fill in the + :guilabel:`Username`, :guilabel:`Password` and :guilabel:`Confirm password` + fields. To give this user administrative privileges, select the + :guilabel:`Add user to the sudoers?` field to add this user to the + ``wheel`` group. This will enable using the :command:`sudo` command for + this new user. Once you have entered all the data for this menu, press the :kbd:`Tab` key - to highlight the :guilabel:`< Next >` field and press :kbd:`Enter`. + to highlight the :guilabel:`< Next >` button and press :kbd:`Enter`. .. figure:: figures/cmi10of13a.png :scale: 50 % :alt: User configuration - create user - Figure 14: :guilabel:`User configuration - create user` + Figure 8: :guilabel:`User configuration - create user` -#. The ``Bundle selector`` menu shown in figure 15 will allow you to add - additional software bundles to your initial |CL| installation. In this +#. The :guilabel:`Bundle selector` menu shown in figure 9 will allow you to + add additional software bundles to your initial |CL| installation. In this example we will select all additional bundles offered by pressing the :kbd:`Tab` key to go to each field and pressing the :kbd:`Spacebar` or the - :kbd:`Enter` key to select each additional bundle. This menu also lists - the additional software bundles that will be installed during the |CL| - installation. + :kbd:`Enter` key to select each bundle. This menu will also list the + additional :guilabel:` --- required ---` software bundles that will be + installed during the |CL| installation. .. figure:: figures/cmi11of13.png :scale: 50 % :alt: Bundle selector - Figure 15: :guilabel:`Bundle selector` + Figure 9: :guilabel:`Bundle selector` For a complete description of the content of these additional bundles, go to the `software bundle list`_ and select the name for a specific bundle to show -the contents within the specified bundle. +the contents within the bundle. -Network configuration -===================== +Target system network configuration +=================================== The final step of the installer setup process before the actual installation -of |CL| begins, is to set up the ``Network configuration``. This menu is -shown in figure 16 and for this guide we will select :guilabel:`< Use DHCP >` -to have an IP address automatically assigned when the system boots up. +of |CL| begins, is to set up the :guilabel:`Network configuration`. This menu +is shown in figure 10. For this guide installation we will select +:guilabel:`< Use DHCP >` to have an IP address automatically assigned when the +system boots up. .. figure:: figures/cmi12of13.png :scale: 50 % :alt: Network configuration - Figure 16: :guilabel:`Network configuration` + Figure 10: :guilabel:`Network configuration` You can optionally set up a static IP address for your system by selecting the -:guilabel:`< Use static IP configuration >` menu item. +:guilabel:`< Use static IP configuration >` menu item and filling in the +required fields. Begin installation ****************** -With all the |CL| installer setup information gathered, the |CL| Installer -will prompt you to begin the actual installation as shown in figure 17. If -you are satisfied with the information you have entered, select the -:guilabel:`< Yes >` field and press :kbd:`Enter` to begin installing |CL|. +With all the |CL| installer setup information gathered for the manual +installation option, the |CL| Installer prompts you to begin the actual +installation as shown in figure 11. .. figure:: figures/cmi13of13.png :scale: 50 % :alt: Begin installation - Figure 17: :guilabel:`Begin installation` + Figure 11: :guilabel:`Begin installation` -|CL| Installation begins...each step will show it's status as it progresses -through each step as illustrated in figure 18 +When you are satisfied with the information you have entered, select the +:guilabel:`< Yes >` button and press :kbd:`Enter` to begin installing |CL|. + +|CL| Installation begins and each step shows its status as it progresses +through the manual installation process as shown in figure 12. .. figure:: figures/cmi17.png :scale: 50 % :alt: Installation status - Figure 18: :guilabel:`Installation status` + Figure 12: :guilabel:`Installation status` -#. Once all steps have completed, you will see the :guilabel:`< Ok >` prompt as - shown in figure 19. Press the :kbd:`Enter` key to continue. +Once all steps have completed, you will see the ``Successful installation`` +status message and the :guilabel:`< Ok >` button is highlighted as shown in +figure 13. Press the :kbd:`Enter` key to continue. - .. figure:: figures/cmi18.png - :scale: 50 % - :alt: Installation complete +.. figure:: figures/cmi18.png + :scale: 50 % + :alt: Installation complete - Figure 19: :guilabel:`Installation complete` + Figure 13: :guilabel:`Installation complete` -#. The final screen is shown in figure 20 and you will be prompted that the - installation was successful and the system will be rebooted. Press the - :kbd:`Enter` key and remove the USB media while the system restarts. +Figure 14 shows the installer's final screen prompting you that the +installation completed successfully and the system will reboot. Press the +:kbd:`Enter` key and remove the USB media while the system restarts. - .. figure:: figures/cmi19.png - :scale: 50 % - :alt: Successful Installation +.. figure:: figures/cmi19.png + :scale: 50 % + :alt: Successful Installation - Figure 20: :guilabel:`Successful Installation` + Figure 14: :guilabel:`Successful Installation` - With the USB device removed and the system restarted, you will be presented - with the Gnome Desktop sign-in screen to begin using your system as shown in - figure 21: +Once the |CL| installation is complete and the system boots, you will be +presented with the Gnome Desktop sign-in screen to begin using your system as +shown in figure 15: .. figure:: figures/cmi20.png :scale: 50 % :alt: Gnome sign-in screen - Figure 21: :guilabel:`Gnome sign-in screen` + Figure 15: :guilabel:`Gnome sign-in screen` -#. Click on the :guilabel:`username` that you created earlier, enter the password - that was also created and you will logged into the system. The Gnome 3 - desktop will appear as shown in figure 22: +Click on the :guilabel:`username` that you created earlier, enter the password +that was also created and you will logged into the system. The Gnome 3 +desktop will appear as shown in figure 16: - .. figure:: figures/cmi22.png - :scale: 50 % - :alt: Gnome Desktop Manager +.. figure:: figures/cmi22.png + :scale: 50 % + :alt: Gnome Desktop Manager - Figure 22: :guilabel:`Gnome Desktop Manager` + Figure 16: :guilabel:`Gnome Desktop Manager` **Congratulations!**