Overhaul Installation

improve phrasing, align style of CLI commands

Signed-off-by: Aaron Lauterer <a.lauterer@proxmox.com>
This commit is contained in:
Aaron Lauterer 2020-02-05 15:17:00 +01:00 committed by Thomas Lamprecht
parent 6c70760276
commit 32caab0e57

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@ -1,5 +1,5 @@
Installing Proxmox VE Installing {pve}
===================== ================
ifndef::manvolnum[] ifndef::manvolnum[]
:pve-toplevel: :pve-toplevel:
endif::manvolnum[] endif::manvolnum[]
@ -7,19 +7,19 @@ ifdef::wiki[]
:title: Installation :title: Installation
endif::wiki[] endif::wiki[]
{pve} is based on Debian, therefore the disk image (ISO file) provided {pve} is based on Debian. This is why the install disk images (ISO files)
by us includes a complete Debian system ("buster" for version 6.x) as provided by Proxmox include a complete Debian system (Debian 10 "buster" for
well as all necessary {pve} packages. {pve} version 6.x) as well as all necessary {pve} packages.
Using the installer will guide you through the setup, allowing The installer will guide through the setup, allowing you to partition the local
you to partition the local disk(s), apply basic system configurations disk(s), apply basic system configurations (e.g. timezone, language, network)
(e.g. timezone, language, network) and install all required packages. and install all required packages. This process should not take more than a few
Using the provided ISO will get you started in just a few minutes, minutes. Installing with the provided ISO is the recommended method for new and
that's why we recommend this method for new and existing users. existing users.
Alternatively, {pve} can be installed on top of an existing Debian Alternatively, {pve} can be installed on top of an existing Debian system. This
system. This option is only recommended for advanced users since option is only recommended for advanced users because detailed knowledge about
detailed knowledge about {pve} is necessary. {pve} is required.
ifndef::wiki[] ifndef::wiki[]
@ -31,103 +31,102 @@ endif::wiki[]
Using the {pve} Installer Using the {pve} Installer
------------------------- -------------------------
You can download the ISO from {website}en/downloads. Download the installer ISO at {website}en/downloads. It includes the following:
It includes the following:
* Complete operating system (Debian Linux, 64-bit) * Complete operating system (Debian Linux, 64-bit)
* The {pve} installer, which partitions the local disk(s) with ext4, * The {pve} installer, which partitions the local disk(s) with ext4,
ext3, xfs or ZFS and installs the operating system. ext3, xfs or ZFS and installs the operating system.
* {pve} kernel (Linux) with LXC and KVM support * {pve} kernel (Linux) with KVM and LXC support
* Complete toolset for administering virtual machines, containers and * Complete toolset for administering virtual machines, containers and
all necessary resources all necessary resources
* Web based management interface for using the toolset * Web-based management interface
NOTE: During the installation process, the complete server NOTE: All existing data on the server will be removed during the installation
is used by default and all existing data is removed. process.
Please insert the installation media (e.g. USB stick, CD-ROM) and boot Please insert the installation media (e.g. USB flash drive, CD-ROM) and boot
from it. from it.
[thumbnail="screenshot/pve-grub-menu.png"] [thumbnail="screenshot/pve-grub-menu.png"]
After choosing the correct entry (e.g. Boot from USB) the {pve} menu After choosing the correct entry (e.g. Boot from USB) the {pve} menu will be
will be displayed, you can now select one of the following options: displayed and one of the following options can be selected:
Install Proxmox VE:: Install {pve}::
Start normal installation. Starts the normal installation.
TIP: It is possible to only use the keyboard to progress through the TIP: It's possible to use the installation wizard with a keyboard only. Buttons
installation wizard. Buttons can be pressed by pressing down the `ALT` can be clicked by pressing the `ALT` key combined with the underlined character
key, combined with the underlined character from the respective Button. from the respective button. For example, `ALT + N` to press a `Next` button.
For example, `ALT + N` to press a `Next` button.
Install Proxmox VE (Debug mode):: Install {pve} (Debug mode)::
Start installation in debug mode. It opens a shell console at several Starts the installation in debug mode. A console will be opened at several
installation steps, so that you can debug things if something goes installation steps. This helps to debug the situation if something goes wrong.
wrong. Please press `CTRL-D` to exit those debug consoles and continue To exit a debug console, press `CTRL-D`. This options is primarily for
installation. This option is mostly for developers and not meant for developers and not intended for general use.
general use.
Rescue Boot:: Rescue Boot::
This option allows you to boot an existing installation. It searches With this option you can boot an existing installation. It searches all attached
all attached hard disks and, if it finds an existing installation, hard disks. If it finds an existing installation, it boots directly into that
boots directly into that disk using the existing Linux kernel. This disk using the Linux kernel from the ISO. This can be useful if there are
can be useful if there are problems with the boot block (grub), or the problems with the boot block (grub) or the BIOS is unable to read the boot block
BIOS is unable to read the boot block from the disk. from the disk.
Test Memory:: Test Memory::
Runs `memtest86+`. This is useful to check if your memory is Runs `memtest86+`. This is useful to check if the memory is functional and free
functional and error free. of errors.
[thumbnail="screenshot/pve-select-target-disk.png"] [thumbnail="screenshot/pve-select-target-disk.png"]
You normally select *Install Proxmox VE* to start the installation. After selecting *Install {pve}* and accepting the EULA, the prompt to select the
After that you get prompted to select the target hard disk(s). The target hard disk(s) will appear. The `Options` button opens the dialog to select
`Options` button lets you select the target file system, which the target file system.
defaults to `ext4`. The installer uses LVM if you select `ext3`,
`ext4` or `xfs` as file system, and offers additional option to
restrict LVM space (see <<advanced_lvm_options,below>>)
You can also use ZFS as file system. ZFS supports several software RAID The default file system is `ext4`. The Logical Volume Manager (LVM) is used when
levels, so this is specially useful if you do not have a hardware RAID `ext3`, `ext4` or `xfs` ist selected. Additional options to restrict LVM space
controller. The `Options` button lets you select the ZFS RAID level, and can be set (see <<advanced_lvm_options,below>>).
you can choose disks there. Additionally you can set additional options (see
<<advanced_zfs_options,below>>). {pve} can be installed on ZFS. As ZFS offers several software RAID levels, this
is an option for systems that don't have a hardware RAID controller. The target
disks must be selected in the `Options` dialog. More ZFS specific settings can
be changed under `Advanced Options` (see <<advanced_zfs_options,below>>).
WARNING: ZFS on top of any hardware RAID is not supported and can result in data
loss.
[thumbnail="screenshot/pve-select-location.png", float="left"] [thumbnail="screenshot/pve-select-location.png", float="left"]
The next page just asks for basic configuration options like your The next page asks for basic configuration options like the location, the time
location, the time zone and keyboard layout. The location is used to zone, and keyboard layout. The location is used to select a download server
select a download server near you to speed up updates. The installer is close by to speed up updates. The installer usually auto-detects these settings.
usually able to auto detect those settings, so you only need to change They only need to be changed in the rare case that auto detection fails or a
them in rare situations when auto detection fails, or when you want to different keyboard layout should be used.
use some special keyboard layout not commonly used in your country.
[thumbnail="screenshot/pve-set-password.png"] [thumbnail="screenshot/pve-set-password.png"]
You then need to specify an email address and the superuser (root) Next the password of the superuser (root) and an email address needs to be
password. The password must have at least 5 characters, but we highly specified. The password must consist of at least 5 characters. It's highly
recommend to use stronger passwords - here are some guidelines: recommended to use a stronger password. Some guidelines are:
- Use a minimum password length of 12 to 14 characters. - Use a minimum password length of 12 to 14 characters.
- Include lowercase and uppercase alphabetic characters, numbers and symbols. - Include lowercase and uppercase alphabetic characters, numbers, and symbols.
- Avoid character repetition, keyboard patterns, dictionary words, - Avoid character repetition, keyboard patterns, common dictionary words,
letter or number sequences, usernames, relative or pet names, letter or number sequences, usernames, relative or pet names, romantic links
romantic links (current or past) and biographical information (e.g., (current or past), and biographical information (for example ID numbers,
ID numbers, ancestors' names or dates). ancestors' names or dates).
It is sometimes necessary to send notifications to the system The email address is used to send notifications to the system administrator.
administrator, for example: For example:
- Information about available package updates. - Information about available package updates.
@ -135,51 +134,44 @@ administrator, for example:
[thumbnail="screenshot/pve-setup-network.png"] [thumbnail="screenshot/pve-setup-network.png"]
All those notification mails will be sent to the specified email The last step is the network configuration. Please note that during installation
address. you can either use an IPv4 or IPv6 address, but not both. To configure a dual
stack node, add additional IP addresses after the installation.
The last step is the network configuration. Please note that you can
use either IPv4 or IPv6 here, but not both. If you want to configure a
dual stack node, you can easily do that after installation.
[thumbnail="screenshot/pve-installation.png", float="left"] [thumbnail="screenshot/pve-installation.png", float="left"]
If you press `Next` now, you will see an overview of your entered The next step shows a summary of the previously selected options. Re-check every
configuration. Please re-check every setting, you can still use the setting and use the `Previous` button if a setting needs to be changed. To
`Previous` button to go back and edit all settings here. accept, press `Install`. The installation starts to format disks and copies
packages to the target. Please wait until this step has finished; then remove
If you press `Install` now, installation starts to format disks, and the installation medium and restart your system.
copies packages to the target. Please wait until that is finished,
then remove the installation media and restart your system.
[thumbnail="screenshot/pve-install-summary.png"] [thumbnail="screenshot/pve-install-summary.png"]
If the installation failed check out specific errors on the second TTY If the installation failed check out specific errors on the second TTY
(`CTRL + ALT + F2'), ensure your systems mets the (`CTRL + ALT + F2'), ensure that the systems meets the
xref:install_minimal_requirements[minimum requirements]. If the installation xref:install_minimal_requirements[minimum requirements]. If the installation
is still not working then look at our xref:getting_help[how to get help chapter]. is still not working look at the xref:getting_help[how to get help chapter].
Further configuration can be done via the Proxmox web interface. Just Further configuration is done via the Proxmox web interface. Point your browser
point your browser to the IP address given during installation to the IP address given during installation (https://youripaddress:8006).
(https://youripaddress:8006).
NOTE: Default login is "root" (realm 'PAM') and the root password was
defined during the installation process.
NOTE: Default login is "root" (realm 'PAM') and the root password is defined
during the installation process.
[[advanced_lvm_options]] [[advanced_lvm_options]]
Advanced LVM Configuration Options Advanced LVM Configuration Options
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The installer creates a Volume Group (VG) called `pve`, and additional The installer creates a Volume Group (VG) called `pve`, and additional Logical
Logical Volumes (LVs) called `root`, `data` and `swap`. The size of Volumes (LVs) called `root`, `data`, and `swap`. To control the size of these
those volumes can be controlled with: volumes use:
`hdsize`:: `hdsize`::
Defines the total HD size to be used. This way you can save free Defines the total hard disk size to be used. This way you can reserve free space
space on the HD for further partitioning (i.e. for an additional PV on the hard disk for further partitioning (for example for an additional PV and
and VG on the same hard disk that can be used for LVM storage). VG on the same hard disk that can be used for LVM storage).
`swapsize`:: `swapsize`::
@ -203,35 +195,34 @@ volume is:
+ +
Where `datasize` cannot be bigger than `maxvz`. Where `datasize` cannot be bigger than `maxvz`.
+ +
NOTE: In case of LVM thin, the `data` pool will only be created if `datasize` NOTE: In case of LVM thin, the `data` pool will only be created if `datasize` is
is bigger than 4GB. bigger than 4GB.
+ +
NOTE: If set to `0`, no `data` volume will be created and the storage NOTE: If set to `0`, no `data` volume will be created and the storage
configuration will be adapted accordingly. configuration will be adapted accordingly.
`minfree`:: `minfree`::
Defines the amount of free space left in LVM volume group `pve`. Defines the amount of free space left in the LVM volume group `pve`. With more
With more than 128GB storage available the default is 16GB, else `hdsize/8` than 128GB storage available the default is 16GB, else `hdsize/8` will be used.
will be used.
+ +
NOTE: LVM requires free space in the VG for snapshot creation (not NOTE: LVM requires free space in the VG for snapshot creation (not required for
required for lvmthin snapshots). lvmthin snapshots).
[[advanced_zfs_options]] [[advanced_zfs_options]]
Advanced ZFS Configuration Options Advanced ZFS Configuration Options
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The installer creates a ZFS pool `rpool`. When selecting ZFS, no swap space is The installer creates the ZFS pool `rpool`. No swap space is created but you can
created by default. You can leave some unpartitioned space for swap or create reserve some unpartitioned space on the install disks for swap. You can also
a swap zvol after installation, though the latter can lead to problems create a swap zvol after the installation, altough this can lead to problems.
(see <<zfs_swap,ZFS swap notes>>). (see <<zfs_swap,ZFS swap notes>>).
`ashift`:: `ashift`::
Defines the `ashift` value for the created pool. The `ashift` needs Defines the `ashift` value for the created pool. The `ashift` needs to be set at
to be set at least to the sector-size of the underlying disks (2 to least to the sector-size of the underlying disks (2 to the power of `ashift` is
the power of `ashift` is the sector-size), or any disk, the sector-size), or any disk which might be put in the pool (for example the
which might be put in the pool (e.g. during replacing a defective disk). replacement of a defective disk).
`compress`:: `compress`::
@ -248,25 +239,26 @@ semantics, and why this does not replace redundancy on disk-level.
`hdsize`:: `hdsize`::
Defines the total HD size to be used. This way you can save free Defines the total hard disk size to be used. This is useful to save free space
space on the HD(s) for further partitioning (e.g. for creating a swap-partition). on the hard disk(s) for further partitioning (for exmaple to create a
`hdsize` is only honored for bootable disks, i.e., only the first disk or swap-partition). `hdsize` is only honored for bootable disks, that is only the
mirror for RAID0, RAID1 or RAID10, and all disks in RAID-Z[123]. first disk or mirror for RAID0, RAID1 or RAID10, and all disks in RAID-Z[123].
ZFS Performance Tips ZFS Performance Tips
~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~
ZFS uses a lot of memory, so it is best to add additional RAM if you ZFS works best with a lot of memory. If you intend to use ZFS make sure to have
want to use ZFS. A good calculation is 4GB plus 1GB RAM for each TB enough RAM available for it. A good calculation is 4GB plus 1GB RAM for each TB
RAW disk space. RAW disk space.
ZFS also provides the feature to use a fast SSD drive as write cache. The ZFS can use a dedicated drive as write cache, called the ZFS Intent Log (ZIL).
write cache is called the ZFS Intent Log (ZIL). You can add that after Use a fast drive (SSD) for it. It can be added after installation with the
installation using the following command: following command:
zpool add <pool-name> log </dev/path_to_fast_ssd>
----
# zpool add <pool-name> log </dev/path_to_fast_ssd>
----
ifdef::wiki[] ifdef::wiki[]
@ -285,26 +277,24 @@ include::pve-usbstick.adoc[]
Install {pve} on Debian Install {pve} on Debian
----------------------- -----------------------
{pve} ships as a set of Debian packages, so you can install it {pve} ships as a set of Debian packages and can be installed on to of a standard
on top of a standard Debian installation. Debian installation.
xref:sysadmin_package_repositories[After configuring the repositories], you xref:sysadmin_package_repositories[After configuring the repositories] you need
need to run: to run the following commands:
[source,bash]
---- ----
apt-get update # apt-get update
apt-get install proxmox-ve # apt-get install proxmox-ve
---- ----
Installing on top of an existing Debian installation looks easy, but Installing on top of an existing Debian installation looks easy, but it presumes
it presumes that you have correctly installed the base system, and you that the base system has been installed correctly and that you know how you want
know how you want to configure and use the local storage. Network to configure and use the local storage. You also need to configure the network
configuration is also completely up to you. manually.
In general, this is not trivial, especially when you use LVM or In general, this is not trivial, especially when LVM or ZFS is used.
ZFS.
You can find a detailed step by step how-to guide on the A detailed step by step how-to can be found on the
{webwiki-url}Install_Proxmox_VE_on_Debian_Stretch[wiki]. {webwiki-url}Install_Proxmox_VE_on_Debian_Stretch[wiki].
@ -316,7 +306,7 @@ Video Tutorials
--------------- ---------------
* List of all official tutorials on our * List of all official tutorials on our
http://www.youtube.com/proxmoxve[Proxmox VE YouTube Channel] http://www.youtube.com/proxmoxve[{pve} YouTube Channel]
* Tutorials in Spanish language on * Tutorials in Spanish language on
http://www.youtube.com/playlist?list=PLUULBIhA5QDBdNf1pcTZ5UXhek63Fij8z[ITexperts.es http://www.youtube.com/playlist?list=PLUULBIhA5QDBdNf1pcTZ5UXhek63Fij8z[ITexperts.es