Hardware Upgrade Section Refactor and General Maintenance (#430)

* Link fixes, FAQ maintenance, minor copy fixes

* Remove device limitations (yay), several build and link fixes, refactor hardware upgrades, add generalized SSD migrations

* Update drive-upgrade.rst

* Update site/source/support/faq/faq-basic-use.rst

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* Update site/source/support/faq/faq-bitcoin.rst

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* Update site/source/support/faq/faq-bitcoin.rst

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* Update site/source/support/faq/faq-bitcoin.rst

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* Update site/source/support/faq/faq-general.rst

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* Update site/source/support/faq/faq-general.rst

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* Update site/source/support/faq/faq-lightning.rst

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* Update site/source/support/faq/faq-lightning.rst

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* Update site/source/support/faq/faq-services.rst

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* Update site/source/support/faq/faq-startos.rst

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* Update site/source/support/faq/faq-startos.rst

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* Update site/source/support/faq/faq-startos.rst

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* Update site/source/support/faq/faq-startos.rst

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* Update site/source/support/faq/faq-troubleshooting.rst

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* Update site/source/user-manual/upgrade-hardware/naspi-ssd-upgrade.rst

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* Update site/source/user-manual/upgrade-hardware/naspi-ssd-upgrade.rst

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---------

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This commit is contained in:
kn0wmad
2023-07-11 15:38:20 +00:00
committed by GitHub
parent 26838aab44
commit af2b71d0dc
31 changed files with 248 additions and 271 deletions

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Advanced Backup Tools
=====================
.. contents::
:depth: 2
:local:
.. warning:: The following are advanced tools and using them is only advised when under the instruction of a Start9 Support Technician. USE AT YOUR OWN RISK - these operations are not supported outside of the context of support.
.. _backup-mount:

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=======
Backups
=======
In addition to the safe-keeping of a good master password, maintaining good backups is the major responsibility required to keep the benefits and freedom that come with self-hosting.
.. raw:: html
@@ -32,7 +31,7 @@ In addition to the safe-keeping of a good master password, maintaining good back
.. topic-box::
:title: Advanced Backup Tools
:link: backup-mount
:link: backup-advanced
:icon: scylla-icon scylla-icon--live-test
:class: large-5
:anchor: View

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@@ -37,3 +37,10 @@ Instruct your **client device** to trust your Start9 server's Root CA.
Access your Start9 server's LAN Address
---------------------------------------
With the Root CA downloaded and trusted by both your operating system and your browser, you can visit your Start9 server's LAN Address (.local URL) over secure ``https``. Any service that offers a LAN URL will also be securely accessible!
.. toctree::
:maxdepth: 2
:hidden:
lan-ff
lan-thunderbird

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@@ -60,4 +60,4 @@ Once Tor is setup on your system, you can proceed to setup Firefox:
#. Optional but recommended: search for ``network.http.referer.hideOnionsSource`` and set the value to ``true``.
#. Restart Firefox, and you're all set! You should now be able to navigate to ``.onion`` URLs in Firefox. This means you can bookmark Cups Messenger, or other Start9 services' ``.onion`` addresses, as well as use the :ref:`Bitwarden<vaultwarden-service>` browser extension.
#. Restart Firefox, and you're all set! You should now be able to navigate to ``.onion`` URLs in Firefox. This means you can bookmark your Start9 services' ``.onion`` addresses, as well as use integrations, such as the :ref:`Bitwarden<vaultwarden-service>` browser extension.

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@@ -54,4 +54,4 @@ Configuring Firefox for Tor on Linux
#. Click ``OK`` and then restart Firefox for the changes to take effect.
#. You're all set! You should now be able to navigate to ``.onion`` URLs in Firefox. This means you can access tor-only service :ref:`WebUIs <web-ui>`, such as Cups Messenger, and use your :ref:`Vaultwarden<vaultwarden-service>` Tor address in the `Bitwarden Firefox Plugin <https://addons.mozilla.org/en-US/firefox/addon/bitwarden-password-manager/>`_. You can test this by going to Start9's ``.onion`` homepage, `here <http://privacy34kn4ez3y3nijweec6w4g54i3g54sdv7r5mr6soma3w4begyd.onion/>`_.
#. You're all set! You should now be able to navigate to ``.onion`` URLs in Firefox. This means you can access tor service :ref:`WebUIs <web-ui>`, and use client integrations such as :ref:`Vaultwarden<vaultwarden-service>` apps and extensions. You can test this by going to Start9's ``.onion`` homepage, `here <http://privacy34kn4ez3y3nijweec6w4g54i3g54sdv7r5mr6soma3w4begyd.onion/>`_.

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=======
Android
=======
To optimize your device for use with your Start9 server, it is recommended to complete all of the following guides.
.. tip:: Please see Android's :ref:`Known Limitations<lim-android>` to understand what is currently not possible on these devices
* :ref:`lan-android` - Trust your Start9 server's Root Certificate Authority in order to securely connect over LAN.
* :ref:`tor-android` - Run Tor natively (in the background) on your Android device. This will allow you to use applications on your machine via the Tor Network so they can communicate with your Start9 server.
* :ref:`torff-android` - Configure Firefox to use the Tor Network so that you can reach ".onion" sites without needing to change browsers.

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===
iOS
===
To optimize your device for use with your Start9 server, it is recommended to complete all of the following guides.
.. tip:: Please see iOS's :ref:`Known Limitations<lim-ios>` to understand what is currently not possible on these devices
* :ref:`lan-ios` - Trust your Start9 server's Root Certificate Authority in order to securely connect over LAN.
* :ref:`tor-ios` - Run Tor natively (in the background) on your iOS device. This will allow you to use applications on your device via the Tor Network so they can communicate with your Start9 server.

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=====
Linux
=====
To optimize your device for use with your Start9 server, it is recommended to complete all of the following guides.
.. tip:: Please see Linux's :ref:`Known Limitations<lim-linux>` to understand what is currently not possible on these devices
* :ref:`lan-linux` - Trust your Start9 server's Root Certificate Authority in order to securely connect over LAN.
* :ref:`tor-linux` - Run Tor natively (in the background) on your Linux machine. This will allow you to use applications on your machine via the Tor Network so they can communicate with your Start9 server.
* :ref:`torff-linux` - Configure Firefox to use the Tor Network so that you can reach ".onion" sites without needing to change browsers.
* :ref:`backup-linux` - Configure a Network Folder on your Linux machine (or an attached external drive) for StartOS backups.

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===
Mac
===
To optimize your device for use with your Start9 server, it is recommended to complete all of the following guides.
.. tip:: Please see Mac's :ref:`Known Limitations<lim-mac>` to understand what is currently not possible on these devices
* :ref:`lan-mac` - Trust your Start9 server's Root Certificate Authority in order to securely connect over LAN.
* :ref:`tor-mac` - Run Tor natively (in the background) on your Mac. This will allow you to use applications on your machine via the Tor Network so they can communicate with your Start9 server.
* :ref:`torff-mac` - Configure Firefox to use the Tor Network so that you can reach ".onion" sites without needing to change browsers.
* :ref:`backup-mac` - Configure a Network Folder on your Mac (or an attached external drive) for StartOS backups.
Screensharing
_____________
-------------
You may run into an issue and want to have a support call where we ask you to share your screen with us. While we understand if you'd rather not do this, it can make troubleshooting issues a lot easier. We will send you a Jitsi link and from there you can share your screen. If it doesn't work, please see the following instructions:
.. tabs::
@@ -52,8 +48,6 @@ You may run into an issue and want to have a support call where we ask you to sh
.. figure:: /_static/images/mac-stuff/jitsi-screenshare.png
:width: 20%
.. group-tab:: Ventura:
#. Head to System Settings and scroll down to "Privacy & Security":

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=======
Windows
=======
To optimize your device for use with your Start9 server, it is recommended to complete all of the following guides.
.. tip:: Please see Window's :ref:`Known Limitations<lim-windows>` to understand what is currently not possible on these devices.
* :ref:`lan-windows` - Trust your Start9 server's Root Certificate Authority in order to securely connect over LAN.
* :ref:`tor-windows` - Run Tor natively (in the background) on your Windows computer. This will allow you to use applications on your machine via the Tor Network so they can communicate with your Start9 server.
* :ref:`torff-windows` - Configure Firefox to use the Tor Network so that you can reach ".onion" sites without needing to change browsers.

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=============
Device Guides
=============
Guides to get connected with or improve your Start9 server experience by device-type.
Guides for integrating your client devices with your Start9 server.
.. toctree::
:maxdepth: 3
@@ -14,4 +13,3 @@ Guides to get connected with or improve your Start9 server experience by device-
dg-windows
dg-android
dg-ios
limitations/index

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.. _limitations:
=================
Known Limitations
=================
The following pages describe functionality that is known to be missing from certain platforms. Please bother the appropriate company or developers until they have been remedied.
.. toctree::
:maxdepth: 1
lim-linux
lim-mac
lim-windows
lim-android
lim-ios

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.. _lim-android:
=======
Android
=======
.. contents::
:depth: 2
:local:
LAN Access
----------
Android versions below 12 do not have native support for :ref:`mDNS<mdns>` and therefore cannot resolve ".local" addresses. LineageOS does not have this capability until LineageOS 20.
Tor Firefox on LineageOS
------------------------
There seems to be a bug in Lineage that makes using Firefox over Tor currently unusable. You must use TorBrowser to browse to .onion URLs. The feature works fine on Calyx and Graphene.

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.. _lim-ios:
===
iOS
===
.. contents::
:depth: 2
:local:
iOS has no known limitations in regard to StartOS.

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.. _lim-linux:
=====
Linux
=====
Linux has no known limitations in regard to StartOS.

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.. _lim-mac:
===
Mac
===
macOS has no known limitations in regard to StartOS.

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.. _lim-windows:
=======
Windows
=======
Windows10 has no known limitations in regard to StartOS at this time.
No testing has been done with other versions, such as Windows 7 or 11.

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.. _ssd-upgrade:
================
Upgrade Your SSD
================
This guide will go over how to upgrade your data drive and transfer the data from the old one to the new one. This will preserve the entire state of your server, including all Tor and LAN addresses as well as channels you have open on the lightning network! You may like to do this in order to increase storage size, storage speed, or just to move your existing server data to new hardware entirely.
This is not the same as running a back up and restoring them onto a new server. You can read about the differences on the :ref:`Restore page<backup-restore>`.
.. tip:: You will likely need a cable, adapter, or enclosure in order to attach your old drive via USB for data migration.
Power Down and Exchange Hardware
--------------------------------
#. Start by shutting down your server:
.. figure:: /_static/images/walkthrough/shutdown.png
:width: 50%
#. Remove power and extract the existing drive from your device.
#. Install the new drive, ideally in the same hardware slot as the previous drive. Be sure to secure with screws if applicable.
Flash StartOS and Transfer Data
-------------------------------
#. Flash your device with a fresh install of StartOS by following our :ref:`flashing guides <flashing>`.
#. Head to http://start.local from any device on the same LAN.
#. Select "Recover".
.. figure:: /_static/images/setup/screen0-startfresh_or_recover.png
:width: 30%
#. Select "Transfer".
.. figure:: /_static/images/setup/transfer.png
:width: 30%
#. Now plug in the **old drive** to your server, using an adapter if necessary.
.. tip:: Use the fastest possible data transfer method, especially if moving terabytes of data.
#. Select the **old drive** - the one that is externally connected to your server, which you are migrating **from**. You may need to hit "REFRESH" if it does not appear:
.. figure:: /_static/images/setup/transfer-from.png
:width: 30%
#. Select the **new drive** (installed earlier) that you are migrating **to**.
.. warning:: Any data on this new drive will be PERMANENTLY ERASED! BE CERTAIN that it is the correct drive.
.. figure:: /_static/images/setup/transfer-to.png
:width: 30%
#. You will be asked to create your master password. It can be the same as it was previously, or a new one.
.. figure:: /_static/images/setup/screen5-set_password.png
:width: 30%
#. Your data will now transfer. Keep in mind that the more data you have, the longer this process will take, possibly even days.
.. note:: As an example, transferring 2TB of data from a Server Pure via a USB3.2 enclosure to a new 4TB NVMe drive can take upwards of 24hrs, including up to 14hrs of "initialization," while StartOS indexes all the data (at the beginning of the process). Please be patient.
.. figure:: /_static/images/setup/screen6-storage_initialize.jpg
:width: 20%
#. You are now ready to proceed and use your server with its new drive! It will have the same addresses and root certificate as it did before migrating.
.. figure:: /_static/images/setup/screen7-startfresh_complete.jpg
:width: 30%
.. warning:: Do not under any circumstances use your old drive to setup another server unless you wipe it first or wipe it during the initial setup process. If you have lightning channels you could lose all your funds!

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================
Upgrade Hardware
================
Guides for migrating or upgrading your server's hardware.
.. raw:: html
@@ -11,6 +11,24 @@ Upgrade Hardware
<div class="grid-x grid-margin-x">
.. topic-box::
:title: Upgrade SSD
:link: drive-upgrade
:icon: scylla-icon scylla-icon--benchmarks
:class: large-5
:anchor: Upgrade
This is for replacing or upgrading your SSD
.. topic-box::
:title: Upgrade SSD ('22 Server One)
:link: naspi-ssd-upgrade
:icon: scylla-icon scylla-icon--benchmarks
:class: large-5
:anchor: Upgrade
This is for replacing or upgrading your 2022 Server One SSD
.. topic-box::
:title: 2022 One to Pro Migration
:link: upgrade-pro
@@ -18,7 +36,7 @@ Upgrade Hardware
:class: large-5
:anchor: Upgrade
This is for migrating from a Server One (Raspi) to Server Pro
This is for migrating from a Server One (Raspberry Pi) to Server Pro
.. topic-box::
:title: Upgrade to all-in-one NASPi case
@@ -29,15 +47,6 @@ Upgrade Hardware
This is for upgrading a Pi to an all-in-one NASPi case
.. topic-box::
:title: Upgrade SSD
:link: ssd-upgrade
:icon: scylla-icon scylla-icon--benchmarks
:class: large-5
:anchor: Upgrade
This is for replacing or upgrading your SSD
.. raw:: html
</div></div>
@@ -46,6 +55,7 @@ Upgrade Hardware
:maxdepth: 2
:hidden:
SSD upgrade <drive-upgrade>
Pro upgrade <upgrade-pro>
NASPi upgrade <naspi-upgrade>
SSD upgrade <ssd-upgrade>
2022 Server One SSD upgrade <naspi-ssd-upgrade>

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.. _ssd-upgrade:
================
Upgrade Your SSD
================
.. _naspi-ssd-upgrade:
======================
Upgrade Your NASPI SSD
======================
This guide will go over how to switch out an old drive on your server to a different drive and transfer the data from the old one to the new one.
This will preserve the entire state of your server, including all Tor and LAN addresses as well as channels you have open on the lightning network!
This is not the same as backing up services and recovering them onto a new server.
This is not the same as running a back up and restoring them onto a new server.
#. Start by shutting down your server:

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.. _upgrade-pro:
===============================================
Transferring From 2022 Server One to Server Pro
===============================================
This guide is for Server One users upgrading from a NASPi (pictured below). If you're using a Samsung T5/T7 please go :ref:`here <samsung-drives>`.
=============================================
Migrating From 2022 Server One to Server Pure
=============================================
This guide is for Server One users upgrading from a NASPi (pictured below). If you're using an external drive, such as a Samsung T5/T7 please go :ref:`here <external-drives>`.
.. figure:: /_static/images/hardware-pics/server-one.png
:width: 30%
You will need a high quality `USB-A to USB-A cable <https://www.amazon.com/UGREEN-Transfer-Enclosures-Printers-Cameras/dp/B00P0E3954/?th=1>`_, or a `USB-A to USB-C cable <https://www.amazon.com/AmazonBasics-Type-C-USB-Male-Cable/dp/B01GGKYKQM/?th=1>`_.
#. Shutdown your Server One
#. Shutdown your Server One.
.. figure:: /_static/images/walkthrough/shutdown.png
:width: 60%
@@ -97,10 +96,11 @@ You will need a high quality `USB-A to USB-A cable <https://www.amazon.com/UGREE
.. warning:: Do not unders any circumstances reassemble your Server One without wiping the SD card first and wiping the SSD during initial setup! If you do not this will cause serious problems! If you have lightning channels you could lose all your funds!
.. _samsung-drives:
.. _external-drives:
Samsung T5/T7/alternative drives
================================
External Drives
===============
For transferring from an USB-attached drive.
#. Shutdown your Server One