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site/source/user-manual/initial-setup.rst

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+.. _initial-setup:
+
+=============
+Initial Setup
+=============
+Follow the instructions below to set up your server for the first time.
+
+#. Connect your server to power and Ethernet
+
+#. From a client device (desktop/laptop/phone), open a browser and visit ``http://start.local``. Your client must be connected to the same Local Area Network (LAN) as your server. This usually means they are using the same router, either by ethernet or WiFi
+
+	.. note:: If you are `not` using a Raspberry Pi, you can also plug a monitor and keyboard into the server.
+
+#. Select ``Start Fresh``
+
+	.. figure:: /_static/images/setup/screen0-startfresh_or_recover.jpg
+		:width: 50%
+		:alt: Fresh Setup
+
+#. Select your storage drive. In most cases, there will be only one
+
+	.. figure:: /_static/images/setup/screen2-select_storage.jpg
+		:width: 50%
+		:alt: Select Drive
+
+#. Create a master password for your server and click ``Finish``
+
+	.. warning:: Choose a strong master password. Write it down. Store it somewhere safe. DO NOT LOSE IT.
+
+	.. figure:: /_static/images/setup/screen5-set_password_complete.jpg
+		:width: 50%
+		:alt: Create New Password
+
+#. StartOS will initialize. This can take a few minutes
+
+	.. figure:: /_static/images/setup/screen6-storage_initialize.jpg
+		:width: 50%
+		:alt: SSD Initialization
+
+#. Click the ``Download`` button to download a file containing the URLs (`.local` and `.onion`) and Root CA of your server. Keep this file for future reference.
+
+	.. note:: If you connected a monitor, you will `not` see the download button
+
+	.. figure:: /_static/images/setup/screen7-startfresh_complete.jpg
+		:width: 50%
+		:alt: Setup Complete
+
+#. Setup complete! Click ``Login to StartOS`` to access your new server
+
+	.. figure:: /_static/images/setup/screen9-startfresh_complete_saved.jpg
+		:width: 50%
+		:alt: Setup Complete
+
+#. Now you will need to :ref:`trust your root CA<trust-root-ca-on-initial-setup>` in order to login.
+
+.. _setup-troubleshooting:
+
+Troubleshooting
+---------------
+If you are experiencing issues with setup, try the following:
+
+#. Confirm that the server is plugged into both power `and` Ethernet      
+#. Confirm your phone/computer is `not` connected to a "Guest" network
+#. Confirm your phone/computer is not using a VPN, or that if you are, that it allows LAN connections, such as the examples below:
+
+    - Mullvad - Go to "Settings -> VPN Settings -> Local Network Sharing"
+    - ProtonVPN - Go to "Preferences -> Connection -> Allow LAN Connections"
+
+#. Visit or refresh (ctrl+shift+R on Linux/Windows, cmd+shift+R on macOS Firefox, cmd+option+E then cmd+R on macOS Safari) the start.local page in a web browser
+#. To avoid networking issues, it is recommended to use your `primary` router, not an extender or mesh router
+#. Very rarely, your firewall settings may block mDNS. In this case:
+
+    - From your browser, navigate to your router configuration settings. This is usually an IP address such as 192.168.1.1. A simple web search will usually reveal how to access the router configuration settings for a particular brand.
+    - Once in the router config settings, find the section that lists the devices on your network. You should see a device labeled ``start``. Take note of the associated IP address and enter it into your browser's URL field to enter the setup.
+
+You can always to `reach out to support <https://start9.com/contact>`_ if you need a hand.