diff --git a/source/clear-linux/get-started/bare-metal-install/bare-metal-auto-install.rst b/source/clear-linux/get-started/bare-metal-install/bare-metal-auto-install.rst new file mode 100644 index 00000000..af232647 --- /dev/null +++ b/source/clear-linux/get-started/bare-metal-install/bare-metal-auto-install.rst @@ -0,0 +1,253 @@ +.. _bare-metal-auto-install: + +Bare Metal Automatic Installation Guide +####################################### + +If you only want to install the minimum components for your |CL| +implementation the recommended action is to select the +:guilabel:`< Automatic >` menu item shown in figure 1. Move your cursor to +this field and press the ``Enter`` key. + +.. figure:: figures/cai4of6.png + :scale: 50 % + :alt: Choose installation Type + + Figure 1: :guilabel:`Choose installation Type` + +This will bring you to the ``Choose target device for installation`` screen as +shown in figure 2: + +.. figure:: figures/cai5of6.png + :scale: 50 % + :alt: Choose target device for installation + + Figure 2: :guilabel:`Choose target device for installation` + +Begin Automatic installation +---------------------------- + +With all the |CL| installer setup information gathered for the automatic +installation option, the |CL| Installer will prompt you to begin the actual +installation as shown in figure 3. If you are satisfied with the information +you have entered, select the :guilabel:`< Yes >` field and press ``Enter`` to +begin installing |CL|. + +.. figure:: figures/cai6of6.png + :scale: 50 % + :alt: Begin installation + + Figure 3: :guilabel:`Begin installation` + +|CL| Installation begins...each step will show it's status as it progresses +through the automated installation process. Once all steps have completed, +you will see the :guilabel:`< Ok >` prompt as shown in figure 4. Press the +``Enter`` key to continue. + +.. figure:: figures/caisuccess.png + :scale: 50 % + :alt: Installation complete + + Figure 4: :guilabel:`Installation complete` + +The final screen is shown in figure 5 and you will be prompted that the +installation was successful and the system will be rebooted. Press the +``Enter`` key and remove the USB media while the system restarts. + +.. figure:: figures/cairestart.png + :scale: 50 % + :alt: Successful Installation + + Figure 5: :guilabel:`Successful Installation` + +With the USB device removed and the system restarted, your newly installed +|CL| system boots and presents a full screen console requesting ``login:`` as +shown in figure 6: + +.. figure:: figures/cairoot.png + :scale: 50 % + :alt: Login screen + + Figure 6: :guilabel:`Login screen` + +The automatic installation of |CL| is designed to install with minimal +software overhead. Therefore, some housekeeping and package installations +must occur before you have a full-featured |CL| operating system. + +Set up your root and user accounts +---------------------------------- + +#. At the initial login prompt, enter: root +#. Once you are prompted, enter a new password +#. Re-enter the password to verify it. + +You have set your root password and are logged in with root privileges. + +The next step is to create a new user and set a password for +that user: + +.. code-block:: console + + useradd + passwd + +Replace with the name of the user account you want to create. + +Remain logged in as the root user because there are some other things to do +before we can fully enable your new user space. + +Software installation and updates +--------------------------------- + +|CL| has a unique application and architecture to add and update applications +and to perform system updates called software update utility or +:command:`swupd`. Software applications are installed as bundles using the +sub-command :command:`bundle-add`. + +Next, we should install some useful applications using the software update +utility. The `os-clr-on-clr` bundle installs the vast majority of +applications useful to a system administrator or a developer. The bundle +contains other bundles such as `sysadmin-basic`, `editors`, `c-basic`, `dev- +utils-dev`, and other useful packages. + +.. code-block:: console + + swupd bundle-add os-clr-on-clr + +.. note:: + + The image we installed may not be the latest version of |CL| available on + the server. However, whenever the command + :command:`swupd bundle-add ` runs, the OS is updated to the latest + available version. Our website provides more `information about swupd`_. + +We provide the full list of bundles and packages installed with the +`os-clr-on-clr`_ bundle. Additionally, we have listed +`all Clear Linux bundles`_, active or deprecated. Click any bundle on the +list to view the manifest of the bundle. + +Finish setting up your new user +------------------------------- + +Before logging off as root and logging into your new user account, we must +enable the :command:`sudo` command for your new ``. + +To be able to execute all applications with root privileges, we must add the +`` to the `wheel group`_ and enable the wheel group in the +:file:`/etc/sudoers` file. + +1. To add `` to the wheel group, enter the following command: + + .. code-block:: console + + usermod -G wheel -a + +#. To open the :file:`/etc/sudoers` file, enter the following command: + + .. code-block:: console + + vi /etc/sudoers + +.. note:: + + Normally, we would use the visudo script to edit the :file:`/etc/sudoers` + file to safely modify the contents of the file. In this instance, the file + does not exist yet. Therefore, we create the initial instance of the file. + +#. In the vi\* editor window, press the :kbd:`o` to open a new line. + +#. Add the following line to the file: + + .. code-block:: console + + %wheel ALL=(ALL) ALL + +#. To save the changes to the file and exit vi, press the :kbd:`ESC` key + followed by the :kbd:`:` and :kbd:`x` keys. + +.. important:: + + Creating the file logged as the root user keeps the permissions of the + file with the root user. + +Now, we can log out of root and into our new ``. + +To log off as root, enter :command:`exit`. + +The command should bring you back to the `login:` prompt. + +Enter your new `` and the password you created earlier. + +You should now be in the home directory of ``. The bundle +`os-clr-on-clr`_ contains the majority of applications that a developer or +system administrator would want but it does not include a graphical user +interface. The `desktop` bundle includes the Gnome Desktop Manager and +additional supporting applications. + +To test the :command:`sudo` command and ensure we set it up correctly, we can +install the Gnome Desktop Manager (gdm) and start it. + +To install Gnome using :command:`swupd`, enter the following command: + +.. code-block:: console + + sudo swupd bundle-add desktop + +To start the Gnome Desktop Manager, enter the following command: + +.. code-block:: console + + systemctl start gdm + +You will be prompted to authenticate your user. Enter the password for +`` and the Gnome Desktop should start as shown in figure 1: + +.. figure:: figures/gnomedt.png + :scale: 50 % + :alt: Gnome Desktop + + Figure 1: :guilabel:`Gnome Desktop` + +To start the Gnome Desktop each time you start your system, enter +the following command: + +.. code-block:: console + + systemctl enable gdm + +**Congratulations!** + +You have successfully installed |CL| on a bare metal system using the +automatic installation method. + +Additionally, you performed the following basic setup for your system: + +* Setup of a root user. +* Updated the OS to its most current version using `swupd`. +* Installed the most common applications for system administrators and + developers using bundles. +* Setup of a new user. +* Setup of `sudo` privileges for that new user. +* Installed a GUI using those `sudo` privileges. + +Next steps +========== + +With your system now running |CL| many paths are open for you. + +Visit our :ref:`tutorials ` page for examples on using your |CL| +system. + +.. _`NUC6i5SYH product page`: + http://www.intel.com/content/www/us/en/nuc/nuc-kit-nuc6i5syh.html + +.. _`information about swupd`: + https://clearlinux.org/features/software-update + +.. _`os-clr-on-clr`: + https://github.com/clearlinux/clr-bundles/blob/master/bundles/os-clr-on-clr + +.. _`all Clear Linux bundles`: + https://github.com/clearlinux/clr-bundles/tree/master/bundles + +.. _`wheel group`: + https://en.wikipedia.org/wiki/Wheel_(Unix_term) diff --git a/source/clear-linux/get-started/bare-metal-install/bare-metal-install.rst b/source/clear-linux/get-started/bare-metal-install/bare-metal-install.rst index cb694681..74dec053 100644 --- a/source/clear-linux/get-started/bare-metal-install/bare-metal-install.rst +++ b/source/clear-linux/get-started/bare-metal-install/bare-metal-install.rst @@ -1,286 +1,232 @@ -.. _bare-metal-install: - -Install Clear Linux host OS on bare metal -######################################### - -This instruction set will guide you through the automatic installation of |CL| -on bare metal using a bootable USB drive. - -.. include:: ../compatibility-check.rst - :Start-after: compatibility-check: - -.. include:: ../bootable-usb/bootable-usb-linux.rst - :Start-after: bootable-usb-linux: - :end-before: download-cl-image - -.. include:: ../bootable-usb/bootable-usb-linux.rst - :Start-after: download-cl-image: - :end-before: verify-checksum - -.. include:: ../bootable-usb/bootable-usb-linux.rst - :Start-after: verify-checksum: - :end-before: copy-usb-linux - -.. include:: ../bootable-usb/bootable-usb-linux.rst - :Start-after: copy-usb-linux: - :end-before: usb-next - -.. _install-on-target: - -Install Clear Linux on your target system -***************************************** - -The USB drive that was created in the previous step has been formatted as a -UEFI boot device. Our target system has a hard drive installed containing a -single primary partition. The target system needs a wired Internet connection -with DHCP. - -Follow these steps to install |CL| on the target system: - -#. Insert the USB drive into an available USB slot. - -#. Power on the system. - -#. Open the system BIOS setup menu, normally by pressing the F2 key. Your - BIOS setup menu entry point may vary. - -#. In the setup menu, enable the UEFI boot and set the USB drive as the first - option in the device boot order. - -#. Save these settings and exit. - -#. Reboot the target system and the |CL| Installer menu will start. - - .. note:: - - Use the arrow keys, space bar, and enter key to navigate the menu of the - |CL| Installer. - -#. In this tutorial, we will enable telemetrics and select the `Automatic` - installation type. - - The primary drive to install |CL| onto is :file:`/dev/sdb` since the - target system identifies the USB drive as :file:`/dev/sda`. - -#. Follow the instructions to begin the installation. - - The installation is completed in the following stages: - - .. code-block:: console - - Reading configuration - Validating configuration - Creating partitions - Creating file systems - Setting up mount points - Starting swupd. May take several minutes - Cleaning up - Successful installation - - Once complete, an `` prompt appears in the dialog box, letting you know - that you have successfully installed |CL| onto your system. - -#. Press enter once the prompt appears. The following dialog box takes - its place: - - .. code-block:: console - - Successful installation, the system will be rebooted - - - -#. Press enter, remove the USB drive from the system, and the system will - reboot running |CL|. - -.. _initial-setup: - -Clear Linux initial setup after installation -******************************************** - -Your newly installed |CL| boots on your target system and presents a full -screen console requesting `Login:`. |CL| is designed to install with minimal -software overhead. Therefore, some housekeeping and package installations -must occur before you have a full-featured |CL| operating system. - -Set up your root and user accounts -================================== - -#. At the initial login prompt, enter: root - -#. Once you are prompted, enter a new password - -#. Re-enter the password to verify it. - -You have set your root password and are logged in with root privileges. - -The next step is to create a new user and set a password for -that user: - -.. code-block:: console - - useradd - passwd - -Replace with the name of the user account you want to create. - -Remain logged in as the root user because there are some other things to do -before we can fully enable your new user space. - -Software installation and updates -================================= - -|CL| has a unique application and architecture to add and update applications -and to perform system updates called software update utility or `swupd`. -Software applications are installed as bundles using the command -:command:`bundle-add`. - -Next, we should install some useful applications using the software update -utility. The `os-clr-on-clr` bundle installs the vast majority of -applications useful to a system administrator or a developer. The bundle -contains other bundles such as `sysadmin-basic`, `editors`, `c-basic`, `dev- -utils-dev`, and other useful packages. - -.. code-block:: console - - swupd bundle-add os-clr-on-clr - -.. note:: - - The image we installed may not be the latest version of |CL| available on - the server. However, whenever the command - :command:`swupd bundle-add ` runs, the OS is updated to the latest - available version. Our website provides more `information about swupd`_. - -We provide the full list of bundles and packages installed with the -`os-clr-on-clr`_ bundle. Additionally, we have listed -`all Clear Linux bundles`_, active or deprecated. Click any bundle on the -list to view the manifest of the bundle. - -Finish setting up your new user -=============================== - -Before logging off as root and logging into your new user account, we must -enable the :command:`sudo` command for your new ``. - -To be able to execute all applications with root privileges, we must add the -`` to the `wheel group`_ and enable the wheel group in the -:file:`/etc/sudoers` file. - -#. To add `` to the wheel group, enter the following command: - - .. code-block:: console - - usermod -G wheel -a - -#. To open the :file:`/etc/sudoers` file, enter the following command: - - .. code-block:: console - - vi /etc/sudoers - - .. note:: - - Normally, we would use the visudo script to edit the :file:`/etc/sudoers` - file to safely modify the contents of the file. In this instance, the file - does not exist yet. Therefore, we create the initial instance of the file. - -#. In the vi\* editor window, press the :kbd:`o` to open a new line. - -#. Add the following line to the file: - - .. code-block:: console - - %wheel ALL=(ALL) ALL - -#. To save the changes to the file and exit vi, press the :kbd:`ESC` key - followed by the :kbd:`:` and :kbd:`x` keys. - - .. important:: - - Creating the file logged as the root user keeps the permissions of the - file with the root user. - - Now, we can log out of root and into our new . - -#. To log off as root, enter :command:`exit`. - - The command should bring you back to the `Login:` prompt. - -#. Enter your new `` and the password you created earlier. - - You should now be in the home directory of ``. The bundle - `os-clr-on-clr`_ contains the majority of applications that a developer or - system administrator would want but it does not include a graphical user - interface. The `desktop` bundle includes the Gnome Desktop Manager and - additional supporting applications. - -Install a GUI -============= - -#. To test the :command:`sudo` command and ensure we set it up correctly, we - can install the Gnome Desktop Manager (gdm) and start it. - -#. To install Gnome using swupd, enter the following command: - - .. code-block:: console - - sudo swupd bundle-add desktop - -#. To start the Gnome Desktop Manager, enter the following command: - - .. code-block:: console - - systemctl start gdm - - You will be prompted to authenticate your user. Enter the password for - `` and the Gnome Desktop should start as shown in figure 1: - - .. figure:: figures/gnomedt.png - :alt: Gnome Desktop - - Figure 1: :guilabel:`Gnome Desktop` - -#. To start the Gnome Desktop each time you start your system, enter - the following command: - - .. code-block:: console - - systemctl enable gdm - -**Congratulations!** - -You have successfully installed |CL| on a bare metal system. - -Additionally, you performed the following basic setup for your system: - -* Setup of a root user. -* Updated the OS to its most current version using `swupd`. -* Installed the most common applications for system administrators and - developers using bundles. -* Setup of a new user. -* Setup of `sudo` privileges for that new user. -* Installed a GUI using those `sudo` privileges. - -Next steps -********** - -With your system now running |CL| many paths are open for you. - -Visit our :ref:`tutorials` page for examples on using your |CL| -system. - -.. _`information about swupd`: - https://clearlinux.org/features/software-update - -.. _`os-clr-on-clr`: - https://github.com/clearlinux/clr-bundles/blob/master/bundles/os-clr-on-clr - -.. _`all Clear Linux bundles`: - https://github.com/clearlinux/clr-bundles/tree/master/bundles - -.. _`wheel group`: - https://en.wikipedia.org/wiki/Wheel_(Unix_term) - -.. _image: https://download.clearlinux.org/image - -.. _releases: https://download.clearlinux.org/releases +.. _bare-metal-install: + +Install Clear Linux OS on bare metal +#################################### + +This instruction set will guide you through the installation of |CLOSIA| +on bare metal using a bootable USB drive. + +.. include:: ../compatibility-check.rst + :Start-after: compatibility-check: + +.. include:: ../bootable-usb/bootable-usb-linux.rst + :Start-after: bootable-usb-linux: + :end-before: download-cl-image + +.. include:: ../bootable-usb/bootable-usb-linux.rst + :Start-after: download-cl-image: + :end-before: verify-checksum + +.. include:: ../bootable-usb/bootable-usb-linux.rst + :Start-after: verify-checksum: + :end-before: copy-usb-linux + +.. include:: ../bootable-usb/bootable-usb-linux.rst + :Start-after: copy-usb-linux: + :end-before: usb-next + +.. _install-on-target: + +Install Clear Linux on your target system +***************************************** + +The USB drive that was created in the previous step has been formatted as a +UEFI boot device. Our target system has a hard drive installed containing a +single primary partition. The target system needs a wired Internet connection +with DHCP. + +Follow these steps to install |CL| on the target system: + +#. Insert the USB drive into an available USB slot. + +#. Power on the system. + +#. Open the system BIOS setup menu, normally by pressing the F2 key. Your + BIOS setup menu entry point may vary. + +#. In the setup menu, enable the UEFI boot and set the USB drive as the first + option in the device boot order. + +#. Save these settings and exit. + +#. Reboot the target system and the |CL| Installer menu will start as shown in + Figure 1. + +.. figure:: figures/cmi1.png + :scale: 50 % + :alt: |CL| boot menu + + Figure 1: :guilabel:`|CL| boot menu` + +Select :guilabel:`Clear Linux OS for Intel Architecture` and press the +``Enter`` key or wait 5 seconds to automatically select it. This will take +you into the ``Clear Linux OS for Intel Architecture Installer`` menu as shown +in figure 2 and explains how to navigate through the |CL| installer setup +menus. + +.. figure:: figures/cmi2.png + :scale: 50 % + :alt: Clear Linux OS for Intel Architecture Installer + + Figure 2: :guilabel:`Clear Linux OS for Intel Architecture Installer` + +Press the ``Enter`` key to continue to the ``Keyboard selection`` menu, +shown in figure 3. This menu allows you to set up the keyboard layout that +you will be using to navigate within the |CL| installer setup menus. For +this guide we will select :guilabel:`< * us >` for the keyboard mapping, which +should already be highlighted. Press the ``Enter`` key to continue to the +next menu. + +.. figure:: figures/cmi3.png + :scale: 50 % + :alt: Keyboard Selection + + Figure 3: :guilabel:`Keyboard Selection` + +This will bring you to the ``Network Requirements`` menu, the 1st step of the +installer setup process, and will attempt to connect to the |CL| update +server. Once the connection to the update server is established you will see +a screen similar to the one shown in figure 4: + +.. figure:: figures/cmi4.png + :scale: 50 % + :alt: Network Requirements + + Figure 4: :guilabel:`Network Requirements` + +If you need to configure ``Proxy Settings`` to gain access to the update +server, enter the appropriate address and port of your proxy server in the +:guilabel:`HTTPS proxy:` field, select :guilabel:`< Set proxy configuration >` +field and press ``Enter``. If you entered the address correctly you should +then see the connection to the update server established. + +You can optionally set up a ``static IP configuration`` to your update server +by entering the required information in the :guilabel:`Interface`, +:guilabel:`IP address`, :guilabel:`Subnet mask`, :guilabel:`Gateway` and +:guilabel:`DNS` fields and then selecting the +:guilabel:`< Set static IP configuration >` field and pressing the ``Enter`` +key. + +The information displayed in the lower right quadrant of the screen +shows the current IP configuration for the update server where the installer +image is located. + +.. note:: + + If you are having difficulty establishing a connection to the update server + and you see the message ``none detected, install will fail``, you can + ``Tab`` to the :guilabel:`< Refresh >` field and press ``Enter`` to attempt + to reconnect to the update server. If this fails to establish a connection + after multiple attempts, reboot your system and return to this step. + +Once the connection to the |CL| udpate server is established, use the ``Tab`` +key to advance to the :guilabel:`< Next >` field and press ``Enter`` to +advance to the next installer setup menu. + +The ``Choose Action`` menu is where you can choose to Install, Repair, open +a Shell or Exit the installer. This menu is shown in figure 5: + +.. figure:: figures/cmi5.png + :scale: 50 % + :alt: Choose Action + + Figure 5: :guilabel:`Choose Action` + +If you choose :guilabel:`Install`, the installer setup process will continue +to the next menu screen. + +Choosing the :guilabel:`Repair` menu option will reinstall all software +packages that have been installed on the existing |CL| system using the +:command:`swupd` command and update all installed software bundles including +the core OS to the latest bundle release. Since |CL| is a stateless system, +the default configuration files in the :file:`/usr` and :file:`/etc` +directories will be restored and the system will be returned to a factory +default state. See our website for more `information about stateless`_. +Once the repair process has completed you will be returned to the +``Choose Action`` menu. + +Selecting the :guilabel:`Shell` menu item will open a terminal session on your +system as the root user and you will be able to manage your system from this +console. When you are finished, type :command:`exit` to return to the +``Choose Action`` menu. + +By selecting :guilabel:`Exit`, you will terminate the installation process +and the system will shut down. + +Install Clear Linux OS +---------------------- + +If you select the ``Install`` menu item in the ``Choose action`` menu, you +will be prompted to join the ``Stability Enhancement Program`` as shown in +figure 6. Press the ``Spacebar`` or ``Enter`` key while the cursor +is in the :guilabel:`[ ] Yes.` field to enable this functionality and then +select the :guilabel:`< Next >` field to advance to the next menu item. If +you choose not to enable this functionality during this step, you can install +the ``telemetrics`` software bundle at a later time. As stated in the menu, +this feature only collects anonymous information about your system to help +improve system stability and no personally identifiable information is +collected. Please visit our website to `learn more about telemetry.`_ + +.. figure:: figures/cmi3of6.png + :scale: 50 % + :alt: Stability Enhancement Program + + Figure 6: :guilabel:`Stability Enhancement Program` + +Choose installation type +------------------------ + +The next menu of the |CL| installer setup is ``Choose installation Type`` and +is shown in figure 7. This menu will allow you to install |CL| +**automatically** or **manually**. You can also terminate the |CL| Installer +to stop the |CL| installer setup process by selecting :guilabel:`< Exit >` and +shutting down the system. + +.. figure:: figures/cai4of6.png + :scale: 50 % + :alt: Choose installation Type + + Figure 7: :guilabel:`Choose installation Type` + +Automatic vs. Manual installation +--------------------------------- + +If you select :guilabel:`< Automatic >` as the installation type, the |CL| +Installer will add the minimum amount of functionality required for a fully +functional |CL| system. You will not be able to modify the disk layout, add +a user or any other tasks that the manual installation process will allow. + +With the :guilabel:`< Manual(Advanced) >` option you can do the following +additional tasks during |CL| Installer setup: + +* 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 + +If you want to complete the |CL| installation with minimum amount of +functionality, select the :guilabel:`< Automatic >` option and follow the +steps outlined in the + +.. toctree:: + :maxdepth: 1 + + bare-metal-auto-install + +If you want to implement any of the additional items listed above for the +manual option, select the :guilabel:`< Manual(Advanced) >` menu item and +follow the steps outlined in the + +.. toctree:: + :maxdepth: 1 + + bare-metal-manual-install + +.. _`information about stateless`: + https://clearlinux.org/features/stateless + +.. _`learn more about telemetry.`: + https://clearlinux.org/features/telemetry 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 new file mode 100644 index 00000000..0e6c00a3 --- /dev/null +++ b/source/clear-linux/get-started/bare-metal-install/bare-metal-manual-install.rst @@ -0,0 +1,282 @@ +.. _bare-metal-manual-install: + +Bare Metal Manual Installation Guide +#################################### + + TODO: it is assumed that you came here from the |CLOSIA| bare-metal-install-intro + guide...if not, start there first... + +With the :guilabel:`< Manual(Advanced) >` option you can do the following +additional tasks during |CL| Installer setup: + +* 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 + +If you are planning to perform any of these tasks the recommended action is to +select the :guilabel:`< Manual(Advanced) >` menu item. Move your cursor to +this field and press the ``Enter`` key. + +.. figure:: figures/cmi7.png + :scale: 50 % + :alt: Choose installation Type + + Figure 7: :guilabel:`Choose installation Type` + +This will bring you to the ``Choose partitioning method`` screen as shown in +figure 8: + +.. figure:: figures/cmi5of13.png + :scale: 50 % + :alt: Choose partitioning method + + Figure 8: :guilabel:`Choose partitioning method` + +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 ``Enter`` to move to the next step of the installer +setup process. This is the option that we will take for this guide. + +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 to set up your |CL| hard drive. + + TODO: this needs to have a link to the steps to set up the disk using + cgdisk along with a simple linux partitioning primer that I will write + after I finish the first draft. + +.. _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. Select :guilabel:`< Partition /dev/sda >` and press ``Enter``. +If you want to return to the previous menu, press the ``Tab`` key to highlight +the :guilabel:`< Previous >` field and press ``Enter`` to return to the +``< Choose partitioning method >`` menu. + +.. figure:: figures/cmi6of13.png + :scale: 50 % + :alt: Choose target device for installation + + Figure 9: :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: + +.. figure:: figures/cmi7of13.png + :scale: 50 % + :alt: Device installation warning + + Figure 10: :guilabel:`Device installation warning` + +Use the ``Tab`` key to highlight the :guilabel:`< Yes >` field and press +``Enter`` to proceed to the next step if this is the device that you want to +install |CL| onto. + +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. + +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 +`latest kernel's command-line parameters`_ at kernel.org and explore through +the documents listed there. Add any additional command-line parameters in the +:guilabel:`Append to cmdline:` and then press the ``Tab`` key to highlight the +:guilabel:`< Next >` and press ``Enter``. + +.. figure:: figures/cmi8of13.png + :scale: 50 % + :alt: Append to kernel cmdline + + Figure 11: :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 your hostname +anything meaningful and unique. Once complete, press the ``Tab`` key to move +to the :guilabel:`< Next >` field and press ``Enter``. To learn more about +hostname naming conventions and restrictions, you can check this +`wiki page about hostnames`_ for more information. + +.. figure:: figures/cmi9of13.png + :scale: 50 % + :alt: Configure Hostname + + Figure 12: :guilabel:`Configure Hostname` + +The ``User configuration`` menu shown in figure 13 gives you the option to +create a user with administrative priveleges. Select the field +:guilabel:`< Create an administrative user >` and press ``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. + +.. figure:: figures/cmi10of13.png + :scale: 50 % + :alt: User configuration + + Figure 13: :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. Once you have entered all the +data for this menu, press the ``Tab`` key to highlight the +:guilabel:`< Next >` field and press ``Enter``. + +.. figure:: figures/cmi10of13a.png + :scale: 50 % + :alt: User configuration - create user + + Figure 14: :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 +example we will select all additional bundles offered by pressing the ``Tab`` +key to go to each field and pressing the ``Spacebar`` or the ``Enter`` key to +select each additional bundle. This menu also lists the additional software +bundles that will be installed during the |CL| installation. + +.. figure:: figures/cmi11of13.png + :scale: 50 % + :alt: Bundle selector + + Figure 15: :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. + +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. + +.. figure:: figures/cmi12of13.png + :scale: 50 % + :alt: Network configuration + + Figure 16: :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. + + TODO: Add the Network configuration/Static IP Configuration menu as a + separate link to another guide for setting this up and describe the + fields. Here is one of the screen shots... + +.. figure:: figures/cmi12of13static.png + :scale: 50 % + :alt: Network configuration + + Figure 16a: :guilabel:`Network configuration` + +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 ``Enter`` to begin installing |CL|. + +.. figure:: figures/cmi13of13.png + :scale: 50 % + :alt: Begin installation + + Figure 17: :guilabel:`Begin installation` + +|CL| Installation begins...each step will show it's status as it progresses +through each step as illustrated in figure 18 + +.. figure:: figures/cmi17.png + :scale: 50 % + :alt: Installation status + + Figure 18: :guilabel:`Installation status` + +Once all steps have completed, you will see the :guilabel:`< Ok >` prompt as +shown in figure 19. Press the ``Enter`` key to continue. + +.. figure:: figures/cmi18.png + :scale: 50 % + :alt: Installation complete + + Figure 19: :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 +``Enter`` key and remove the USB media while the system restarts. + +.. figure:: figures/cmi19.png + :scale: 50 % + :alt: Successful Installation + + Figure 20: :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: + +.. figure:: figures/cmi20.png + :scale: 50 % + :alt: Gnome sign-in screen + + Figure 21: :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: + +.. figure:: figures/cmi22.png + :scale: 50 % + :alt: Gnome Desktop Manager + + Figure 22: :guilabel:`Gnome Desktop Manager` + +Next steps +========== + +**Congratulations!** + +You have successfully installed |CL| on a bare metal system using the +manual installation method. + +Visit our :ref:`tutorials ` page for examples on using your |CL| +system. + +.. _`information about stateless`: + https://clearlinux.org/features/stateless + +.. _`wiki page about Hostnames`: + https://en.wikipedia.org/wiki/Hostname + +.. _`software bundle list`: + https://clearlinux.org/documentation/clear-linux/reference/bundles/available-bundles.html#available-bundles + +.. _`learn more about telemetry.`: + https://clearlinux.org/features/telemetry + +.. _`latest kernel's command-line parameters`: + https://www.kernel.org/doc/html/latest/admin-guide/kernel-parameters.html \ No newline at end of file diff --git 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