
.. index:: Wizard

.. _Wizard:

Wizard
======

TrueNAS® provides a wizard which walks you through the steps needed to
quickly configure TrueNAS® to start serving data over a network. This
section describes the configuration steps which are available from the
wizard.

:numref:`Figure %s <wizard7>` shows the first
wizard configuration screen.

.. _wizard7:

.. figure:: images/wizard.png

   Configuration Wizard

.. note:: You can exit the wizard at any time by clicking the
   :guilabel:`Exit` button. However, exiting the wizard will not save
   any selections. The Wizard can always be run again by clicking the
   :guilabel:`Wizard` icon. Alternately, the TrueNAS® GUI can be used
   to configure the system, as described in the rest of this Guide.


This first screen can be used to change the default language, keyboard
map, and timezone. After making your selections, click
:guilabel:`Next`.

.. note:: Typically, a TrueNAS® system ships with pre-configured
   volumes. The screens shown in
   :numref:`Figure %s <wizard1>`
   and
   :numref:`Figure %s <wizard2>`
   will only appear if unformatted disks are available or the system
   has been reinstalled.

:numref:`Figure %s <wizard1>` shows the
configuration screen that appears if the storage disks have not yet
been formatted.


.. _wizard1:

.. figure:: images/wizard1.png

   Volume Creation Wizard


.. note:: the wizard will not recognize an **encrypted** ZFS pool. If
   your ZFS pool is GELI-encrypted, cancel the wizard and use the
   instructions in :ref:`Importing an Encrypted Pool` to import the
   encrypted volume. You can then rerun the wizard afterwards, if you
   wish to use it for post-configuration, and it will recognize that
   the volume has been imported and will not prompt to reformat the
   disks.

Enter a name for the ZFS pool that conforms to these
`naming conventions
<http://docs.oracle.com/cd/E23824_01/html/821-1448/gbcpt.html>`_.
It is recommended to choose a name that will stick out in the logs
(e.g. **not** :file:`data` or :file:`truenas`).

Decide if the pool should provide disk redundancy, and if so, which
type. The :ref:`ZFS Primer` discusses RAIDZ redundancy in more detail.
If you prefer to make a more complex configuration, click the
:guilabel:`Exit` button to close the wizard and instead use
:ref:`Volume Manager`.

These redundancy types are available:

* **Automatic:** automatically creates a mirrored, RAIDZ1, or RAIDZ2
  pool, depending upon the number of disks. If you prefer to control
  the type of redundancy, select one of the other options.

* **RAID 10:** creates a striped mirror and requires a minimum of 4
  disks.

* **RAIDZ2:** requires a minimum of 4 disks. Up to 2 disks can fail
  without data loss.

* **RAIDZ1:** requires a minimum of 3 disks. Up to 1 disk can fail
  without data loss.

* **Stripe:** requires a minimum of 1 disk. Provides **no**
  redundancy, meaning if any of the disks in the stripe fails, all
  data in the stripe is lost.

Once you have made your selection, click :guilabel:`Next` to continue.

If the system has been reinstalled and the disks are formatted as an
unencrypted ZFS pool, a screen to import the volume will appear. This
screen is shown in
:numref:`Figure %s <wizard2>`.


.. _wizard2:

.. figure:: images/wizard2.png

   Volume Import Screen


Select the existing volume from the drop-down menu and click
:guilabel:`Next` to continue.

The next screen in the wizard is shown in
:numref:`Figure %s <wizard3>`.


.. _wizard3:

.. figure:: images/wizard3.png

   Directory Service Selection


If the TrueNAS® system is on a network that does not contain an Active
Directory, LDAP, NIS, or NT4 server, click :guilabel:`Next` to skip to
the next screen.

However, if the TrueNAS® system is on a network containing an Active
Directory, LDAP, NIS, or NT4 server and you wish to import the users
and groups from that server, select the type of directory service in
the :guilabel:`Directory Service` drop-down menu. The rest of the
fields in this screen will vary, depending upon which directory
service is selected. Available configuration options for each
directory service are summarized in Tables
:numref:`%s <ad_options>`
through
:numref:`%s <nt4_options>`.

.. note:: Additional configuration options are available for each
   directory service. The wizard can be used to set the initial values
   required to connect to that directory service. You can then review
   the other available options in :ref:`Directory Service` to
   determine if additional configuration is required.


.. _ad_options:

.. table:: Active Directory Options

   +--------------------------+---------------+-------------------------------------------------------------------------------------------------------+
   | **Setting**              | **Value**     | **Description**                                                                                       |
   |                          |               |                                                                                                       |
   +==========================+===============+=======================================================================================================+
   | Domain Name              | string        | name of Active Directory domain (e.g. *example.com*) or child domain (e.g.                            |
   |                          |               | *sales.example.com*)                                                                                  |
   |                          |               |                                                                                                       |
   +--------------------------+---------------+-------------------------------------------------------------------------------------------------------+
   | Domain Account Name      | string        | name of the Active Directory administrator account                                                    |
   |                          |               |                                                                                                       |
   +--------------------------+---------------+-------------------------------------------------------------------------------------------------------+
   | Domain Account Password  | string        | password for the Active Directory administrator account                                               |
   |                          |               |                                                                                                       |
   +--------------------------+---------------+-------------------------------------------------------------------------------------------------------+


.. _ldap_options:

.. table:: LDAP Options

   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | **Setting**             | **Value**      | **Description**                                                                                       |
   |                         |                |                                                                                                       |
   +=========================+================+=======================================================================================================+
   | Hostname                | string         | hostname or IP address of LDAP server                                                                 |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Base DN                 | string         | top level of the LDAP directory tree to be used when searching for resources (e.g.                    |
   |                         |                | *dc=test,dc=org*)                                                                                     |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Bind DN                 | string         | name of administrative account on LDAP server (e.g. *cn=Manager,dc=test,dc=org*)                      |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Base password           | string         | password for                                                                                          |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+


.. _nis_options:

.. table:: NIS Options

   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | **Setting**             | **Value**      | **Description**                                                                                       |
   |                         |                |                                                                                                       |
   +=========================+================+=======================================================================================================+
   | NIS domain              | string         | name of NIS domain                                                                                    |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | NIS servers             | string         | comma delimited list of hostnames or IP addresses                                                     |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Secure mode             | checkbox       | if checked,                                                                                           |
   |                         |                | `ypbind(8) <http://www.freebsd.org/cgi/man.cgi?query=ypbind>`_                                        |
   |                         |                | will refuse to bind to any NIS server that is not running as root on a TCP port number over 1024      |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Manycast                | checkbox       | if checked, ypbind will bind to the server that responds the fastest; this is useful when no local    |
   |                         |                | NIS server is available on the same subnet                                                            |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+


.. _nt4_options:

.. table:: NT4 Options

   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | **Setting**             | **Value**      | **Description**                                                                                       |
   |                         |                |                                                                                                       |
   +=========================+================+=======================================================================================================+
   | Domain Controller       | string         | hostname of domain controller                                                                         |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | NetBIOS Name            | string         | hostname of TrueNAS® system; cannot be greater than 15 characters or the same as the                  |
   |                         |                | :guilabel:`Workgroup Name`                                                                            |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Workgroup Name          | string         | name of Windows server's workgroup                                                                    |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Administrator Name      | string         | name of the domain administrator account                                                              |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+
   | Administrator Password  | string         | input and confirm the password for the domain administrator account                                   |
   |                         |                |                                                                                                       |
   +-------------------------+----------------+-------------------------------------------------------------------------------------------------------+


The next configuration screen, shown in
:numref:`Figure %s <wiz_share_creation>`, is used to create network
shares.


.. _wiz_share_creation:

.. figure:: images/wizard4.png

   Network Shares


TrueNAS® supports several types of shares for providing storage data
to the clients in a network. The initial wizard can be used to quickly
make shares using default permissions which should "just work" for
common scenarios. For more complex scenarios, refer to the section on
:ref:`Sharing`.

To create a share using the wizard, enter a name for the share, then
select the :guilabel:`Purpose` of the share:

* **Windows (CIFS):** this type of share can be accessed by any
  operating system using a CIFS client. Check the box for
  :guilabel:`Allow Guest` to allow users to access the share without a
  password. CIFS shares created with the wizard can be fine-tuned
  afterward with :ref:`Windows (CIFS) Shares`.

* **Mac OS X (AFP):** this type of share can be accessed by Mac OS X
  users. Check the box for :guilabel:`Time Machine` if Mac users will
  be using the TrueNAS® system as a backup device. AFP shares created
  with the wizard can be fine-tuned afterward with
  :ref:`Apple (AFP) Shares`.

* **Generic Unix (NFS):** this type of share can be accessed by any
  operating system using a NFS client. NFS shares created using the
  wizard can be fine-tuned afterward with :ref:`Unix (NFS) Shares`.

* **Block Storage (iSCSI):** this type of share can be accessed by any
  operating system using iSCSI initiator software. Enter the size of
  the block storage to create in the format *20G* (for 20 GB). iSCSI
  shares created with the wizard can be fine-tuned afterward with
  :ref:`iSCSI`.

After selecting the :guilabel:`Purpose`, click the
:guilabel:`Ownership` button to see the screen shown in
:numref:`Figure %s <wizard5>`.


.. _wizard5:

.. figure:: images/wizard5.png

   Share Permissions


The default permissions for the share are displayed. To create a user
or group, enter the desired name, then check the
:guilabel:`Create User` box to create that user and the
:guilabel:`Create Group` box to create the group. Check or uncheck the
boxes in the :guilabel:`Mode` section to set the initial access
permissions for the share. When finished, click the :guilabel:`Return`
button to return to the share creation screen. Click the
:guilabel:`Add` button to finish creating that share, which will then
appear in the :guilabel:`Name` frame.

The :guilabel:`Delete` button can be used to remove the share
highlighted in the :guilabel:`Name` frame. To edit a share, highlight
it, make the change, then press the :guilabel:`Update` button.

When finished making shares, click the :guilabel:`Next` button to
advance to the screen shown in
:numref:`Figure %s <wizard6>`.


.. _wizard6:

.. figure:: images/wizard6.png

   Miscellaneous Settings


This screen can be used to configure these settings:

* **Console messages:** check this box if you would like to view
  system messages at the bottom of the graphical administrative
  interface. This can be handy when troubleshooting a service that
  will not start. When using the console message view, if you click
  the console messages area, it will pop-up as a window, allowing you
  to scroll through the output and to copy its contents.

* **Root E-mail:** TrueNAS® provides an "Alert" icon in the upper
  right corner to provide a visual indication of events that warrant
  administrative attention. The alert system automatically emails the
  *root* user account whenever an alert is issued. **It is important**
  to enter the email address of the person to receive these alerts and
  other administrative emails. The rest of the email settings in this
  screen should also be reviewed and edited as necessary. Before
  leaving this screen, click the "Send Test Mail" button to ensure
  that email notifications are working correctly.

* **From email:** the from email address to use when sending email
  notifications.

* **Outgoing mail server:** hostname or IP address of SMTP server.

* **Port to connect to:** port number used by the SMTP server.

* **TLS/SSL:** encryption type used by the SMTP server.

* **Use SMTP Authentication:** check this box if the SMTP server
  requires authentication.

* **Username:** enter the username if the SMTP server requires
  authentication.

* **Password:** enter the password if the SMTP server requires
  authentication.

When finished, click :guilabel:`Next`. A message will indicate that
the wizard is ready to perform all of the saved actions. To make
changes, click the :guilabel:`Return to Wizard` button to review your
edits. If you click the :guilabel:`Exit without saving` button, none
of your selections will be saved. To save your edits, click the
:guilabel:`Confirm` button. A status bar will indicate when the wizard
has completed applying the new settings.

In addition to the settings that you specify, the wizard will
automatically enable :ref:`S.M.A.R.T. Tests`, create a boot
environment, and add the new boot environment to the boot menu. If you
also wish to save a backup of the configuration database to the system
being used to access the administrative graphical interface, go to
:menuselection:`System --> General`, click the
:guilabel:`Save Config` button, and browse to the directory where the
configuration will be saved. **Always back up your configuration after
making any configuration changes**.

