User Guide for TrueNAS models including: M-Series Basic Setup, M-Series, Basic Setup

TrueNAS M-Series Basic Setup Guide


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MSeriesBSG3.32
TrueNAS® M-Series Basic Setup Guide
3rd Generation
Version 3.32

Contents
1 Introduction                                                                                                                          1 11 Safety                                                                                                                            1 111 Static Discharge                                                                                                                        1 112 Handling the System                                                                                                                  1 12 Requirements                                                                                                                  1
2 M-Series Components                                                                                                              2 12 Front Indicators                                                                                                                3 13 Rear Components and Ports                                                                                                 3 14 M-Series Expansion Slots                                                                                                     4
2 Rack the M-Series                                                                                                                   5 21 Install Chassis Rails                                                                                                            5 22 Install Rack Rails                                                                                                               5 23 Mount the Unit in the Rack                                                                                                   6
3 Install Drives                                                                                                                         7 4 Install Bezel (Optional)                                                                                                            8 5 Connect Expansion Shelves                                                                                                       9 6 Connect Network Cables                                                                                                         10 7 Connect Power Cables                                                                                                            10 8 Add TrueNAS Controllers                                                                                                         11
81 Remove Shipping Brace                                                                                                     11 82 Install Second TrueNAS Controller                                                                                         12 83 Remove a TrueNAS Controller                                                                                              12 9 Boot the System                                                                                                                    13 91 Default Credentials                                                                                                           13 10 Additional Resources                                                                                                            14 11 Contacting iXsystems                                                                                                           14

Copyright © 2023 iXsystems, Inc. All rights reserved. All trademarks are the property of their respective owners.

Support: 855-473-7449 or 1-408-943-4100

Email: support@ixsystems.com

1 Introduction
The 3rd Generation M-Series Unified Storage Array is a 4U, 24-bay, hybrid data storage array. It has redundant power supplies, and two TrueNAS controllers.
The 3rd Generation TrueNAS M-Series systems have a unified chassis design that allows customers to upgrade them with more powerful controllers. Customers can upgrade an M30 to an M40, or an M50 to an M60. Speak with an iXsystems Sales or Support Representative for more information
Your system comes with the TrueNAS operating system preloaded
Review the safety considerations and hardware requirements before installing an M-Series system into a rack.
1.1 Safety 1.1.1 Static Discharge
Static electricity can build up in your body and discharge when touching conductive materials. Electrostatic Discharge (ESD) is harmful to sensitive electronic devices and components Keep these safety recommendations in mind before opening the system case or handling non-hot-swappable system components:
· Turn off the system and remove power cables before opening the case or touching internal components. · Place the system on a clean, hard work surface like a wooden tabletop. Using an ESD dissipative mat can also
help protect the internal components · Touch the metal chassis with your bare hand to dissipate static electricity in your body before touching any
internal components, including components not yet installed in the system. Using an anti-static wristband and grounding cable is another option. · Store all system components in anti-static bags.
You can find more preventative tips and details about ESD at https://wwwwikihowcom/Ground-Yourself-to-AvoidDestroying-a-Computer-with-Electrostatic-Discharge
1.1.2 Handling the System
The M-Series weighs 75 lbs unloaded and requires a minimum of two people to lift
Never attempt to lift an M-Series system loaded with drives! Install the system in a rack before adding drives, and remove drives before de-racking the system.
When handling rails, system components, or drives, never force movement if a piece seems stuck. Gently removing the part and check for pinched cables or obstructing material before installing it again. Installing a component with excessive force can damage the system or cause personal injury
Hold the system from the sides or bottom whenever possible. Always be mindful of loose cabling or connectors, and avoid pinching or bumping these elements whenever possible.
These instructions use "left" and "right" according to your perspective when facing the front of a system or rack
1.2 Requirements
We recommend these tools when installing an M-Series system in a rack:
· #2 Philips head screwdriver · Flat head screwdriver · Tape measure · Level

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

2 M-Series Components
TrueNAS units are carefully packed and shipped with trusted carriers to arrive in perfect condition If there is any shipping damage or missing parts, please take photos and contact iXsystems support immediately at support@ixsystemscom, 1-855-GREP4-iX (1-855-473-7449), or 1-408-943-4100 Please locate and record the hardware serial numbers on the back of each chassis for quick reference. Carefully unpack the shipping boxes and locate these components:
M-Series Unified Storage Array

Bezel
Set of rackmount rails. The rails have a specific front end, identified by a label visible on the left above. The front ends of the rails must be installed facing the front of the rack
Up to 24 drive trays or air baffles, depending on the number of drives purchased with the system.
Accessory kit with 2 IEC C13 to NEMA 5-15P power cords, 2 IEC C13 to C14 cords, and a set of velcro cable ties
DB9 to 3.5mm serial cable
Hardware for mounting the system in a rack

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

1.2 Front Indicators
The front ears have power, locate ID, fault, and network activity indicators. The fault indicator is on during the initial power-on self-test (POST) and turns off during normal operation. It turns on if the TrueNAS software issues an alert.

Light / Button Color and Indication

Blue: System On

ID

N/A: Reset Button Blue: Locate ID Active Red: Fault / Alert

Amber: Link Active

1.3 Rear Components and Ports
The M-Series includes one or two TrueNAS controllers in an over-and-under configuration.

NVMe Fan & Drives
Power Supply 2 Power Supply 1

Controller 2

PCIe Slots

Controller 1

PCIe Slots

IPMI Sticker

OOBM Ethernet

Serial Port

USB 3.0 USB 2.0 10 Gb Ethernet

x2

x2

x2

VGA Port

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Serial Number
TrueNAS Controller Management
Port
Email: support@ixsystems.com

1.4 M-Series Expansion Slots
Expansion slots on the M-Series are reserved for specific cards or internal use:

Slot A

Slot B

Slot C

M30 NIC or FC

N/A

NTB

M40 NIC

N/A

NTB

M50 M60

NIC1 NIC1

External SAS1 External SAS1

NIC2 or FC
External SAS3, NIC2, or FC

Slot D N/A
External SAS External SAS2 External SAS2

Slot E

Slot F

Internal SAS
Internal SAS

Secondary NIC 4x NVME Riser, NIC2, or FC

NTB

Internal SAS

NTB

Internal SAS

M30 Controller Expansion Slots

M40 Controller Expansion Slots

M50 Controller Expansion Slots

M60 Controller Expansion Slots

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

2 Rack the M-Series
The M-Series requires 4U of space in an EIA-310 compliant rack that is 27" (686mm) deep, frame to frame. The vertical rack posts must be between 26" (660.4mm) and 36" (914.4mm) apart to install the rails properly.
2.1 Install Chassis Rails
Each rack rail has an inner chassis rail you must remove. Extend the chassis rail until you see the white release tab. Push release tab to the right and remove the chassis rail from the rack rail. Repeat the process for the second rail.
The chassis rails mount on each side of the system. Align the cabinet rail keyholes with the posts on the side of the chassis. Slide the rail towards the rear of the system until the metal tab clicks and secures the rail in place. Secure the rail to the chassis using the low-profile M4 screws. Repeat this process on the other side.
M4 Screws
2.2 Install Rack Rails
The rack rails install in the bottom 2U of the total 4U of reserved rack space. You must unlock and retract the inner rack rail before installing it in the rack. Rotate the release lever on the back of the inner rail as shown on the arrow label, then push the inner rail towards the back of the assembly until it stops.

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

Place the rail in the rack with the front end towards the front of the rack Align the pins with the front rack mounting holes Push the pins into the holes until the latch clicks

At the rear of the rail, align the pins with the rack holes. Swing the gray latch handle outwards and pull it to extend the rail until the rail pins are fully seated in the rack holes Release the latch to lock the rail in place Repeat the process for the second rack rail

Front

Rear

2.3 Mount the System in the Rack
Warning: The M-Series requires two people to safely lift in and out of a rack Do not install drives until after you mount the M-Series in the rack. Remove all drives before taking the M-Series out of the rack.
Extend both inner rack rails out from the rack until they lock. Align the chassis rails with the rack rails and slide them in until they are fully seated

When both chassis rails are secured in the rack rails, gently push the chassis until it stops half way in. Slide the blue release tabs on both cabinet rails towards the front of the system and push the unit into the rack.

M5 Screws

To anchor the unit in the rack, insert a long M5 screw through the retention port on each ear. The screw hole is behind a small door on each ear.

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

3 Install Drives
TrueNAS systems only support qualified HDs and SSDs. Contact the Sales Team for more drives or replacements. Adding unqualified drives to the system voids the warranty. Call Support if drives are improperly installed in trays. Place a tray on a flat surface. Mount a hard drive by aligning the drive connectors to the rear of the tray and pushing the drive screw holes into the drive tray pegs
Baffles maintain proper air flow in systems with fewer than 24 drive trays. When installing a new drive, insert a flathead screwdriver in the baffle groove and gently pull to remove the baffle.
Each drive bay in the chassis has two indicator lights to the right of the tray. The upper light is blue when the drive is active or a hot spare The lower light is solid red if a fault has occurred Press the silver button on the drive tray to open the latch. Carefully slide the tray into a drive bay until the right side of the latch touches the metal front edge of the chassis, then gently swing the latch closed until it clicks into place.
We strongly recommend a standard drive tray installation order to simplify support: · SSD drives for write cache (W), if present · SSD drives for read cache (R), if present · Hard drives or SSD drives for data storage · Air baffle filler trays to fill any remaining empty bays Install the first drive in the top left bay. Install the next drive to the right of the first. Install remaining drives to the right across the row. After a row is filled, move down to the next row and start again with the left bay.

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

4 Install Bezel (Optional)
Slide the right side of the bezel into the attachment points on the right ear, then push the left side of the bezel into the left ear latch until it locks

To remove the bezel, push the left ear release tab away from the bezel, then swing the bezel out.

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

5 Connect Expansion Shelves
To set up SAS between your TrueNAS system and Expansion Shelves, cable the first port on the first TrueNAS Controller to the first port on the first Expansion Shelf Controller. High Availability systems require another cable from the first port on the second TrueNAS Controller to the first port on the second Expansion Shelf Controller. We DO NOT recommend other cabling configurations. Contact iX Support if you need other cabling methods.
Warning: When setting up SAS connections, please adhere to the wiring example below. Connecting expansion shelves incorrectly causes errors. Never cable a single controller to different expanders on the same shelf
The guide included with your Expansion Shelf has instructions for SAS connections. The example below shows an M60 connected to two ES60s. Detailed diagrams are also available in the TrueNAS SAS Connections Guide
Note: The M30 does not support expansion shelves

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

6 Connect Network Cables
Connect network cables before powering on the M-Series. Cable specifications and requirements vary by configuration, so they do not come with the system. We recommend you connect network cables from the local switch or management network to the Out-of-Band (OOB) IPMI management port on each TrueNAS Controller
Refer to the network port labels in section "1.3 Rear Components and Ports" on page 3 as needed iXsystems preconfigures network ports to customer specifications before shipping.
7 Connect Power Cables
Do not plug the power cords into a power outlet yet. Connect a power cord to the back of one power supply. Place the cord in the plastic clamp and press the tab into the latch to lock it in place. Repeat the process for the second power supply and cord
If you are using TrueNAS expansion shelves with the M-Series, connect them to the M-Series, then power them on the and wait at least two minutes before connecting power cables to the M-Series.
The M-Series automatically turns on when connected to power. It also automatically turns back on when power is restored after a power failure

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

8 Add TrueNAS Controllers
To avoid data loss, contact iXsystems before replacing a controller or upgrading to High Availability. To avoid data loss in an NVDIMM SLOG, power off TrueNAS controllers before removing them from the chassis.
8.1 Remove Shipping Brace
M-Series systems with only one TrueNAS controller have an internal shipping brace you must remove before adding a second TrueNAS controller Remove the cover plate thumbscrew and controller slot cover
Remove the retention screw and take the brace out of the chassis. Put the retention screw back in. Confirm there are no obstructions in the TrueNAS controller slot, then continue installing the TrueNAS controller.

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

8.2 Install Second TrueNAS Controller
Use both hands to lift and carry the TrueNAS controller from the bottom only. Insert the controller into the chassis. Only press on the controller bottom, sides, or handle. Slide it into the chassis until it stops. Lift the black release handle to lock the controller in place, then tighten the thumb screw to lock it.
8.3 Remove a TrueNAS Controller
Unlock the controller handle by turning the thumb screw counter clockwise until it releases the handle. Do not pull or press on any portion of the TrueNAS controller except the black release handle. Pull the release handle down to release the controller. Use both hands to grasp the controller only by the sides, bottom, or handle. Slide the TrueNAS controller out of the chassis

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

9 Boot the System
Your system is equipped with the optimal BIOS and IPMI firmware out of the box. DO NOT UPGRADE your system's BIOS and IPMI firmware.
We recommend that IPMI be on a separate and secure network without Internet access. Please contact support if you need to upgrade your system's BIOS or IPMI firmware.

After plugging the power cables into outlets, the M-Series powers on and boots into TrueNAS.

When booted, the system console displays the TrueNAS web UI IP address. The IP address is either preconfigured according to customer guidelines, or automatically generated with DHCP. Example:

The web user interface is at:

http://192.168.100.231 https://192.168.100.231

Enter the IP address into a browser on a computer on the same network to access the web user interface.
9.1 Default Credentials
The TrueNAS web interface uses default credentials for first-time logins:

Username: Password:

root abcd1234

After logging in with the default credentials, change the root account password to a new, stronger password before storing any sensitive data

Out of band logins have separate credentials from the TrueNAS web interface. The credentials are randomized and attached to the back of the TrueNAS chassis. For more details, see https://www.truenas.com/docs/sb-327

For additional details about out of band management, see the M-Series Out of Band Management guide: https://www.truenas.com/docs/hardware/mseries/mseriesoobm/

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

10 Additional Resources
The TrueNAS Documentation Hub has complete software configuration and usage instructions Click Guide in the TrueNAS web interface or go directly to: https://wwwtruenascom/docs/
Additional hardware guides and articles are in the Documentation Hub's Hardware section: https://wwwtruenascom/docs/hardware/
The TrueNAS Community forums provide opportunities to interact with other TrueNAS users and discuss their configurations: https://wwwtruenascom/community/
11 Contacting iXsystems
For assistance, please contact iX Support:

Contact Method Web

Contact Options https://supportixsystemscom

Email

support@iXsystemscom

Telephone Telephone

Monday-Friday, 6:00AM to 6:00PM Pacific Standard Time: · US-only toll-free: 1-855-473-7449 option 2 · Local and international: 1-408-943-4100 option 2
Telephone After Hours (24x7 Gold Level Support only): · US-only toll-free: 1-855-499-5131 · International: 1-408-878-3140 (International calling rates will apply)

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com

Support: 855-473-7449 or 1-408-943-4100

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Email: support@ixsystems.com



References

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