User Guide for TrueNAS models including: M-Series Basic Setup, M-Series, Basic Setup
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DocumentDocumentTrueNAS® 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 Page 1 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 Page 2 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 Support: 855-473-7449 or 1-408-943-4100 Page 3 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 Page 4 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 Page 5 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 Page 6 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 Page 7 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 Page 8 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 Page 9 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 Page 10 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 Page 11 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 Page 12 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 Page 13 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 Page 14 Email: support@ixsystems.com Support: 855-473-7449 or 1-408-943-4100 Page 15 Email: support@ixsystems.com