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* Big refactor, many minor fixes * Link fixes, icon edits * Index and ToC fixes * update icons in theme lib and add to device guides index * WIP - refactor Initial setup, LAN, FF, others * First draft ready, many fixes and edits * Ooops - minor edits and changes on initial setup * Add change password guide (try 2). * Remove change password menu item from guides * Fix display bug, think different --------- Co-authored-by: Lucy Cifferello <12953208+elvece@users.noreply.github.com> Co-authored-by: gStart9 <george@start9labs.com>
106 lines
4.4 KiB
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106 lines
4.4 KiB
ReStructuredText
.. _initial-setup:
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=============
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Initial Setup
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=============
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Check out the video below for a guide on setting up your Start9 server!
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.. youtube:: HI9WDq0tWm4
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:width: 60%
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.. raw:: html
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<br/><br/>
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.. contents::
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:depth: 2
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:local:
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Power On
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--------
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#. Connect your server to power and Ethernet.
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.. caution:: If you built StartOS from `source <https://github.com/start9labs/start-os>`_, it may take up to 20 minutes to first initialize.
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#. Power the device on and select which mode you would like to continue in on the tab below:
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You can either boot your server as-is (headless mode) or add a monitor, mouse, and keyboard (kiosk mode). Server Lite (Raspberry Pi) is currently headless **only**. Headless is the default and recommended option. All control of your server can be done from your computer or mobile device.
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.. tabs::
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.. group-tab:: Headless Mode
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Ensure the device you are using (desktop/laptop or mobile) is connected to the same network as your server.
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.. caution:: Sometimes a router will have a "guest WiFi network," which might be different than the network your server is placed on via ethernet.
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Visit ``http://start.local`` from your web browser.
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.. group-tab:: Kiosk Mode
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Once your server boots, if you've attached a monitor, keyboard and mouse, you can set it up using the graphical kiosk mode. A familiar browser interface will display the StartOS setup page.
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#. Select "Start Fresh."
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.. figure:: /_static/images/setup/screen0-startfresh_or_recover.jpg
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:width: 50%
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:alt: Fresh Setup
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.. note:: The "Recover" button is used for :ref:`hardware upgrades <upgrade-hardware>`, :ref:`restoring from backup <backup-restore>`, data migration, or disaster recovery.
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#. Select your storage drive
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.. figure:: /_static/images/setup/screen4-select_storage.jpg
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:width: 50%
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:alt: Select Drive
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#. Create a master password for your server and click "Finish."
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.. warning:: Choose a strong master password. Write it down. Store it somewhere safe. DO NOT LOSE IT.
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.. figure:: /_static/images/setup/screen5-set_password.jpg
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:width: 50%
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:alt: Create New Password
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#. StartOS will initialize. This can take up to a few minutes.
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.. figure:: /_static/images/setup/screen6-storage_initialize.jpg
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:width: 50%
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:alt: SSD Initialization
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#. You are now hosting your own private server!
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.. tip:: If you are in headless mode, click "Download This Page" to save your server address and certificate info to your computer.
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.. figure:: /_static/images/setup/screen7-startfresh_complete.jpg
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:width: 50%
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:alt: Setup Complete
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#. Next, you will need to :ref:`Trust Your Root CA<trust-ca>` on the device you are connecting from. This is required and your server will not work properly with another device until complete.
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.. figure:: /_static/images/setup/screen9-startfresh_complete-savedfile-go_to_start_login.jpg
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:width: 50%
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:alt: Setup Complete
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.. _setup-troubleshooting:
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Troubleshooting
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---------------
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If you are experiencing issues with setup, try the following:
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#. Confirm that the server is plugged into both power and Ethernet
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#. Confirm your phone/computer is **not** connected to a "Guest" network
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#. Confirm your phone/computer is not using a VPN, or that if you are, that it allows LAN connections, such as the examples below:
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- Mullvad - Go to "Settings -> VPN Settings -> Local Network Sharing"
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- ProtonVPN - Go to "Preferences -> Connection -> Allow LAN Connections"
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#. Visit or refresh (ctrl+shift+R - Linux/Windows, cmd+shift+R - Mac) the start.local page in a web browser
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#. To avoid networking issues, it is recommended to use your `primary` router, not an extender or mesh router.
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#. Very rarely, your firewall settings may block mDNS. In this case:
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- 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.
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- 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.
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You can always to `reach out to support <https://start9.com/contact>`_ if you need a hand.
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