TrueNAS X-SeriesUnifiedStorageArray Basic Setup Guide. December 2017 Edition

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TrueNAS X-SeriesUnifiedStorageArray Basic Setup Guide December 2017 Edition

Copyright 2017 ixsystems, Inc. All rights reserved. All trademarks are the property of their respective owners. 1 X Series Unified Storage Array TheTrueNAS XSeriesUnifiedStorageArrayisa2U,12-bay,hybridunifieddatastoragearray. Note: TrueNAS unitsarecarefullypackedandshippedwithtrustedcarrierstoarriveinperfectcondition. Ifthere is any shipping damage or any parts are missing, please take photos and contact ixsystems support immediately at support@ixsystems.com or 1-855-GREP4-iX(1-855-473-7449) or 1-408-943-4100. Pleaselocateandrecordthehardwareserialnumbersonthebackorsideofeachchassisforeasyreference. Carefully unpack the shipping boxes and locate these components: X Series Unified Storage Array X Series Bezel Setofrackmountrails.Therailshaveaspecificfrontend, identifiedbyalabelvisibleontheleftabove.thefront endsoftherailsmustbeinstalledfacingthefrontofthe rack. Atotalof12populatedorempty airbaffle drivetrays. Traysmustbeinstalledinallbaystomaintainproperairflowforcooling.Uptotendrivetraysarepackedinacardboard tray. Additional drive trays are packed with the accessory kit. Accessorykitwith2IECC13toNEMA5-15Ppowercords,2 IECC14toC14cords,andvelcrocableties Black USB to 3.5mm, 3.3V serial cable and rail extenders forracksover30 deep 1

1.1 Become Familiar With the X Series System TheXSerieshasfrontpanelindicatorsforpower,locateID,andfault. Thefaultindicatorisonduringtheinitial power-onself-test(post)andturnsoffduringnormaloperation. ItturnsoniftheTrueNAS softwareissuesanalert (https://support.ixsystems.com/truenasguide/tn_options.html#alert). The X Series contains one or two storage controllers in a side-by-side configuration. The connectors and features on each storage controller are: 1,2: Gigabit Ethernet connectors 7,8: HDmini SAS3 connectors 1 and 2 3: USB device(reserved, do not remove) 9: PCIe x8 expansion port 4: USB 2.0 connector 10: System console port(reserved) 5: Out-of-Band(OOB) serial port(3.5mm) 11: MAC address label 6: Out-of-Band Management Ethernet connector 12, 13: Redundant power supplies Fig.1:BackPanel 2

1.2 Rail Kit Assembly Onracksthatare30inchesdeeporless,proceedtorailspringinstallationbelow. Racks from 31 to 36 inches deep require installation of the included rail extenders. For these deeper racks, install cage nuts ontheoutsiderearoftherack.thetabsonthecagenutsmustbehorizontalasshown.usingtheincludedbolts,install therailextenderinsidetherearoftherack.repeattheprocessforthesecondextender,whichisamirrorimageofthefirst. Installaspringonthesilverpostsinthesideofeachrail. Opentheclamplatchesontheendsofeachrail.Placetherailintherackwiththefrontendtowardthefrontoftherack, aligningthepinsonbothendsoftherailwiththemountingholesintherack.swingtheclamplatchclosedtoholdtherail inplace.usetwoofthesuppliedscrewstosecurethebackendoftherailinplace.repeattheprocessforthesecondrail. Caution: Two people are required to safely lift the chassis for rack installation or removal. Do not install drives until afterthechassishasbeeninstalledintherack,andremovealldrivesbeforeremovingthechassisfromtherack. Carefullyplacethechassisontotherailsmountedintherack.Pushthechassisinuntiltheearsareflushwiththefrontof therack.usetwoofthesuppliedscrewstosecureeacheartotherack. 3

1.3 Install Drive Trays Drivetraysareusedtomountdrivesinthechassis.EachdrivetrayhasastatusLEDwhichisbluewhenactiveoramberifa fault has occurred. Atraymustbeplacedineachdrivebaytomaintainproperairflowforcooling.Iffewerthantwelvedrivesareconnected, empty airbaffle traysmustbeplacedintheemptybays. A standard drive tray installation order simplifies support and is strongly recommended: SSDdrivesforSLOG,ifpresent SSDdrivesforL2ARC,ifpresent HarddrivesorSSDdrivesfordatastorage Airbafflefillertraystofillanyremainingemptybays Installthefirstdrivetrayinthetopleftdrivebay.Installthenextdrivetraytotherightofthefirst.Installremainingdrive traystotherightacrosstherow.afterarowisfilledwithdrives,movedowntothenextrowandstartagainwiththeleftbay. ThisexampleshowstheproperorderforaSLOGSSD,anL2ARCSSD,eightharddrives,andtwoemptyairbaffletrays. Toloadanindividualdrivetrayintoabay,pressthebluebuttontoopenthelatch.Carefullyslidethetrayintoadrivebay untiltheleftsideofthelatchtouchesthemetalfrontedgeofthechassis,thengentlyswingthelatchcloseduntilitclicks into place. 4

1.4 Connect Expansion Shelves Refer to the installation instructions included with expansion shelves for details on connecting them. 1.5 Connect Network Cables Note: Network cables vary by configuration and are not included. Please contact ix Support(page 11) with any questions. Connect network cables to the Ethernet ports and Out-of-Band(OOB) management port before attempting to power on andconfigurethexseriesforthethefirsttime. TheOut-of-Band(OOB)managementportontheXseriesmustbe connected to a shielded Ethernet cable. 1.6 Connect Power Cords IfanyTrueNAS expansionshelvesareconnectedtothexseries,powerthemonfirst,thenwaitatleasttwominutesbefore connecting power cables to the X series. Donotplugthepowercordsintoapoweroutletyet.Connectapowercordtothebackofonepowersupply.Placethe cordintheplasticclampandpressthetabintothelatchtolockitinplace.repeattheprocessforthesecondpowersupply and cord. AfterbothpowercordshavebeenconnectedtotheXseries,theycanbepluggedintopoweroutlets.Thesystemisconfiguredtoautomaticallypoweronwhenconnectedtoapoweroutlet.ThisdesignensuresthattheXseriescomesbackon when power is restored after a power failure. 1.7 Install Bezel(Optional) Theincludedbezelisnotrequiredforoperation.Ifdesired,installthebezelbyaligningitwiththepinsonthebezelearsand pressing it into place. 5

1.8 Discover Out-of-Band Management IP Address Several methods are available to determine the IP address currently assigned to the X series Out-of-Band management interface. Preset If the system was preconfigured by ixsystems, the Out-of-Band management interfaces have already been configured with the IP addresses requested by the user. Otherwise, the Out-of-Band management IP addresses are set by default to static addresses: Storage controller 1: 192.168.100.100, subnet mask 255.255.255.0 Storage controller 2(if present): 192.168.100.101, subnet mask 255.255.255.0 DHCP IftheOut-of-BandmanagementIPaddresshasbeenconfiguredtobeassignedbyDHCP,theIPaddressassignedbythe DHCPservercanbedeterminedbycheckingthelocalDHCPserverlogsfortheMACaddressesonthebackpanelofeachX series storage controller,#11 on Figure 1. ThelocalDHCPservercanalsobeconfiguredtoprovideafixedIPaddressfortheXseriesOut-of-Bandmanagementby using the MAC address. Serial Cable The Out-of-Band management IP address can be identified or changed by temporarily connecting the black USB serial cable totheout-of-bandserialport,#5onfigure1.connecttheusbendoftheblackcabletoalaptopordesktopcomputer running serial terminal software. Do not use the serial port for any purpose except checking the initial X series Out-of-Band management IP address or setting thataddresstobeobtainedbyadifferentmethod.afteruse,disconnecttheblackusbserialcablefromthexseries. Warning: TheblackUSBserialcableisonlyforusewiththeOut-of-BandserialportontheXSeries.Donotattemptto use it with any other equipment. Out-of-Band Serial Terminal Communication Settings Serial Port Device Names The name of the serial port varies with operating systems. These are some typical examples: Windows: COM4, macos: /dev/tty.usbserialxynnn, FreeBSD:/dev/cuaU0, Linux: /dev/ttyusb0. Serial Port Communication Parameters Settheserialterminalprogramtousetheappopriateportwiththeseparameters:38400baud,8databits,1stopbit,no parity,noflowcontrol.logintotheserialconsolewith: Username: sysadmin Password: superuser The current Out-of-Band management IP address is displayed with: ifconfig eth0 grep 'inet addr' inet addr:10.20.1.227 Bcast:10.20.1.255 Mask:255.255.254.0 The current Out-of-Band network configuration settings are displayed with: 6

ipmitool -H 127.0.0.1 -U admin -P admin lan print TheOut-of-BandmanagementsystemcanbesettoobtainanIPaddressfromDHCPwith: ipmitool -H 127.0.0.1 -U admin -P admin lan set 1 ipsrc dhcp TheOut-of-BandmanagementsystemcanbesettouseastaticIPaddressandnetmask.ThisexampleshowssettingtheIP address to 192.168.100.100 with a netmask of 255.255.255.0, and a default gateway of 192.168.100.1: ipmitool -H 127.0.0.1 -U admin -P admin lan set 1 ipsrc static ipmitool -H 127.0.0.1 -U admin -P admin lan set 1 ipaddr 192.168.100.10 ipmitool -H 127.0.0.1 -U admin -P admin lan set 1 netmask 255.255.255.0 ipmitool -H 127.0.0.1 -U admin -P admin lan set 1 defgw ipaddr 192.168.100.1 Log out of the Out-of-Band management system by typing exit and pressing Enter. After use, always disconnect the black USBserialcablefromtheXseriessystem. 7

1.9ConnecttotheXSeriesConsole With IPMI Note: The IPMItool remote management utility must be installed on the laptop or desktop computer used to manage the X seriesremotely,andthatcomputermusthaveaccesstothesamenetworkasthexseries.freebsd,macos,andlinuxhave package systems which can be used to install IPMItool(https://sourceforge.net/projects/ipmitool/). For Windows, a simple option is to install IPMItool through Cygwin(https://www.cygwin.com/). Warning: Only use IPMItool for remote IPMI management on the X series. Other IPMI utilities may not work correctly orevendamagethexseriessystem. When the Out-of-Band management IP address has been determined, the X series console is accessible through IPMI. In this example, 192.168.100.100 is the IP address assigned to the Out-of-Band management interface: ipmitool -I lanplus -H 192.168.100.100 -U admin -a sol activate Enter admin for the password, and the X series console is connected. Tip: When a Serial Over LAN connection is already in use, SOL on another session is displayed when a laptop or desktop computer attempts to connect. The Serial Over LAN system can be reset from the remote laptop or desktop computer with: ipmitool -H 192.168.100.100 -U admin bmc reset cold Enter admin for the password, and the Serial Over LAN system is reset. Repeat the sol activate command above to connect. TheSerialOverLANsystemcanalsoberesetwiththeOut-of-BandserialportbyattachingtheblackUSBserialcable, connectingwithaserialterminalprogram,andlogginginasshowninserialcable(page6).thenuse ifconfig eth0 toviewtheipaddressoftheeth0networkinterface.usetheipaddress,shownaseth0ipaddressinthisexample,inthereset command: ipmitool -H eth0ipaddress -U admin bmc reset cold Enteradminforthepassword,andtheSerialOverLANsystemisreset.Logoutofthesystemwithexitanddisconnect theblackusbserialcablefromthexseriessystem. Tip: The Out-of-Band console password can be changed by attaching the black USB serial cable, connecting with a serial terminalprogram,andlogginginasshowninserialcable(page6).thengivethiscommandtosetthenewpassword,shown as newpassword in this example: ipmitool -H 127.0.0.1 -U admin -P admin user set password 2 newpassword LogoutofthesystemwithexitanddisconnecttheblackUSBserialcablefromtheXseriessystem. ProceedtoUsingtheXSeriesConsole(page10). 8

With the Serial Cable The X series console can be directly connected to a serial terminal program by temporarily disconnecting the gray serial cable from the system console serial port,#10 on Figure 1, and temporarily connecting the black USB serial cable to that port. ConnecttheUSBendoftheblackUSBserialcabletoalaptopordesktopcomputerrunningserialterminalsoftware.See Out-of-Band Serial Terminal Communication Settings(page 6) for the serial device name. Set the terminal software to: 115200baud,8databits,1stopbit,noparity,noflowcontrol WaittwominutesaftertheXserieshasbeenconnectedtopower,thenpressEntertodisplaytheconsolemenu.Findthe message starting with The web user interface is at: and write down the IP address shown. After viewing the X series console, disconnect the black USB serial cable and reconnect the gray System Management cable to the system serial console port,#10 on Figure 1. 9

1.10 Using the X Series Console The X series console has two modes: SES(SCSI Enclosure Services) mode, and the standard x86 console mode. IfESM A =>isdisplayed,thexseriesisinsesmode.switchtothex86consolemodebytypingthesecharacters: $%^0 Press Enter twice after typing the characters. The normal x86 console is displayed. To switch back to the SES console, type these characters: $%^2 1.11PerformTrueNAS InitialSoftwareConfiguration TheconsoledisplaystheIPaddressoftheTrueNAS Xseriesgraphicalwebinterface,192.168.100.231inthisexample: The web user interface is at: http://192.168.100.231 EntertheIPaddressintoabrowseronacomputeronthesamenetworktoaccessthewebuserinterface. 10

2UserGuide TheTrueNAS UserGuidewithcompleteconfigurationinstructionsisavailablebyclickingGuideintheTrueNAS userinterface or at https://support.ixsystems.com/truenasguide/truenas.html. 3 Contacting ixsystems For assistance, please contact ix Support: Contact Method Web Email Telephone Telephone Contact Options https://support.ixsystems.com support@ixsystems.com Monday- Friday, 8:00AM to 5:00PM Pacific Standard Time: 1(855) 473-7449 option 2(US-only toll-free) 1(408) 943-4100 option 2(local and international) After Hours(24x7 Gold Level Support only): 1(855) 499-5131(US-only toll-free) 1(678) 835-6101(local and international) 11