Difference between revisions of "Docs/Installation Guide"

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(Install Prep)
(Install Prep)
 
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# If your system has only one storage device, disable any RAID options and enable "Legacy" control options if the installer fails to detect the drive.
 
# If your system has only one storage device, disable any RAID options and enable "Legacy" control options if the installer fails to detect the drive.
 
# Set the onboard (Intel) GPU as the primary display adapter if your system contains both an Intel and Nvidia GPU. This can be ignored if no such option exists in the BIOS
 
# Set the onboard (Intel) GPU as the primary display adapter if your system contains both an Intel and Nvidia GPU. This can be ignored if no such option exists in the BIOS
# Remove any WiFi or other non-essential PCI expansion devices or USB peripherals from the system. Only Nvidia GPUs are supported, and only one Nvidia GPU is supported at a time
 
 
# Configure the system to boot from the optical drive or USB in the BIOS
 
# Configure the system to boot from the optical drive or USB in the BIOS
  

Latest revision as of 13:49, 17 January 2019


Copyright © 2019 Userful Corporation. All rights reserved.
(Updated 2019.01.17)


To return to the main documentation page, Click Here.



Introduction

This document provides instructions for installing the Userful™ software appliance. It presents an overview of the software installation and setup stages.

The following is a typical sequence of tasks when installing the Userful™ software appliance:

  • Choose the preferred installation process language
  • Customize System settings in installation summary
  • Accept License Agreement and User account setup

Download

Download the Userful™ software appliance from the website and get started. It can take between 10 minutes and 4 hours to complete the download process depending on the speed of your internet connection. After downloading the ISO, burn it onto a DVD or create a bootable flash drive.


Install Prep

If you are installing Userful software on a PC/Server that was purchased from Userful directly, you can proceed to the "Installation" step. These steps are only necessary when installing Userful on systems not supplied by Userful or one of its partners.


As a first step, please remove any extraneous PCI devices or USB peripherals. Wifi adapters are not supported. Only one Nvidia GPU installed at a time is supported.


It is necessary to connect a basic display to Userful in order to manage the install process. This display can not be used for signage or video wall applications.

  • If your system has an Intel onboard GPU, connect a display to it
  • If your system has both an Intel and Nvidia GPU installed, connect a display to the Intel GPU
  • If your system has only an Nvidia GPU (common with Xeon CPUs), connect a display to the Nvidia GPU


Once a display is connected, enter the BIOS or UEFI of the system and:

  1. Disable Secure Boot (you may need to consult documentation of your system's manufacturer to determine how this can be done)
  2. If your system has only one storage device, disable any RAID options and enable "Legacy" control options if the installer fails to detect the drive.
  3. Set the onboard (Intel) GPU as the primary display adapter if your system contains both an Intel and Nvidia GPU. This can be ignored if no such option exists in the BIOS
  4. Configure the system to boot from the optical drive or USB in the BIOS


To start the install, insert the DVD or flash drive and reboot the system.

Installation

Installation Language.png

Before installation begins, a customized installer will guide you through the installation process. This includes setting the date and time, selecting the system partition, language support and keyboard layout.

  1. From the first install screen, choose Installation Process Language that will assist you through the Installation process and click “Continue”.


  2. Installation Summary.png
  3. The next prompt provides Installation Summary. "Installation Process" provides options for customizing system settings. This includes setting Date & Time, Language Support, Keyboard Layout, etc.

    • Click on the Date & Time option and select the Userul host's timezone and approximate location
    • Next choose the default language you wish to use for the system by clicking the Language Support
    • Similarly select the keyboard layout under Keyboard (e.g. English US - see image to the right)


    • Next, specify the hard drive partition. Click Installation Destination, select the type of partitioning:
    • "Automatically Configure Partitioning" (where the entire hard drive will be formatted and you will lose all the data on that hard drive), or
    • "I can configure partitioning" (manually specify the volume to be formatted and create your own layout)
    • Click Begin Installation


Installation will begin immediately. Once done you will see the success message and, if you are installing from DVD, the DVD will eject. Remove the flash drive if you are installing from it and reboot the system.


Setup Process

Once the installation is complete onboard display and each connected display will show auto generated claim code as shown in the image.

Claim Code Screen.png

Userful™ Setup process can now be performed through:

This process allows you to manage your installs over the Internet. Click on "claim.userful.com" to register your server on Userful Cloud.
This process allows you to manage your installs through Control Center. Click on "later" to proceed with the Initial Setup.


Enter Claim Code.png

Userful Cloud Setup

  • Enter the auto generated claim code in the space provided


Userful Cloud Login.png
  • Sign up for Userful Cloud and activate your account.
  • Now use your login credentials to log in to Userful Cloud.
  • Hit the "Get Started" button.


Server Card.png
  • View you server card on Userful Cloud as shown in the image to the right and get started to manage your deployment(s) over the Internet.


Initial Setup

Initial Setup Screen


Configure system-level settings including license agreement, creating user account (admin), assigning hostname, and configuring the network settings on the Initial Setup screen as shown in the image to the right.

  • Network settings must be configured to access the local area network (LAN) or the Internet. It is highly recommended that a static IP address compatible with your network be set at this point.
  • Type name in the "Hostname" field
  • Accept the Userful EULA agreement and click Get started button to launch the "Welcome Screen".


Note: The hostname you create should contain only alpha-numeric characters and hyphens (-). Other characters -- including a period/dot (.) -- are not supported. For example, test-computer is a valid hostname, but test.computer is not. Similarly, do not give "localhost" or "admin" as hostname. These are reserved keywords.




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