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Merge pull request #623 from Start9Labs/update/initial_setup_reforms
Update/initial setup reforms
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initial-setup
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initial-setup/index
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trust-ca
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trust-ca
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connecting-lan
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connecting-lan
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.. _initial-setup:
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=============
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Initial Setup
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=============
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.. _fresh-setup:
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Starting Fresh
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--------------
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#. Connect your server to power and ethernet.
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#. From a client device (desktop/laptop/phone) connected to the same local network as your server, open a browser and visit ``http://start.local``.
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.. note:: If you are `not` using a Raspberry Pi, you can also plug a monitor and keyboard into the server. This is known as "Kiosk mode".
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#. Follow the on-screen instructions.
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.. _recover-options:
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Recover Options
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---------------
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If you are using an existing drive, transferring data from one drive to another, or restoring your entire system from a backup, follow the appropriate guide below:
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- :ref:`Use Existing Drive <attach-drive>`
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- :ref:`Transfer <transfer-data>`
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- :ref:`Restore from Backup <backup-restore>`
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.. _setup-troubleshooting:
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Troubleshooting
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---------------
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If you followed the above instructions and are experiencing issues, click :ref:`here <setup-troubleshoot>` to resolve.
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You can also to `reach out to support <https://start9.com/contact>`_ if you need a hand.
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site/source/user-manual/initial-setup/index.rst
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.. _initial-setup:
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===============================
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Getting Started - Initial Setup
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===============================
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A self-hosting experience with StartOS begins with setting up your server for the first time or by wiping an existing server to completely start over. For both of these options, choose `Start Fresh`. To transfer existing server data to a new machine or a new disk, or to perform a disaster recovery from backups, choose `Recovery Options`.
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.. toctree::
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:maxdepth: 1
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initial-setup-start-fresh
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initial-setup-recovery
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.. _initial-setup-recovery:
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================
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Recovery Options
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================
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.. contents::
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:depth: 2
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:local:
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Keeping existing data
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---------------------
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These options assume you have a working StartOS device or data disk containing StartOS services and configurations that you want to use as the source for your new server.
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- :ref:`Use Existing Drive <attach-drive>`
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- :ref:`Transfer <transfer-data>`
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Emergency Restore from Backup
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-----------------------------
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This option assumes that disaster has struck and your only copy of your StartOS services are backups taken through StartOS.
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- :ref:`Restore from Backup <backup-restore>`
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.. _initial-setup-starting-fresh:
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=============
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Start Fresh
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=============
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.. contents::
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:depth: 2
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:local:
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Set up a new server
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-----------------------
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The video below demonstrations how to set up a newly purchased Start9 server. If you are familar with the process or you have recently :ref:`flashed <_flashing>` an existing server, you may want to skip the video and scroll down straight to Step 1.
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.. youtube:: DzikmY4S42Y
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:width: 95%
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**First Steps**
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#. Connect your server to power and ethernet.
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#. From a client device (desktop/laptop/phone) connected to the same local network as your server, open a browser and visit ``http://start.local``.
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.. note:: If you are `not` using a Raspberry Pi, you can also plug a monitor and keyboard into the server. This is known as "Kiosk mode" but is not recommedend for general use.
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#. Follow the on-screen instructions.
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_________
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Start Over
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--------------
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To `Factory Reset` an existing server, you must first go through the flashing process to reinstall StartOS.
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#. Flash your device with a fresh install of StartOS by following the :ref:`flashing guides <flashing>`, making sure to select `Factory Reset` when booting from external media.
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.. note:: On a Raspberry Pi you will simply flash the microSD card and reinsert it, connect to power and skip to step 3.
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.. figure:: /_static/images/flashing/factory-reset.png
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:width: 55%
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#. After install is complete, you will be prompted to remove your externally connected USB drive you used with Balena Etcher and restart.
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#. From a client device (desktop/laptop/phone) connected to the same local network as your server, open a browser and visit ``http://start.local``.
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#. Choose `Start Fresh` and follow the on-screen instructions.
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_________
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Troubleshooting
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---------------
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If you followed the above instructions and are experiencing issues, click :ref:`here <setup-troubleshoot>` to resolve.
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You can also to `reach out to support <https://start9.com/contact>`_ if you need a hand.
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