Add Configure Media Installation section with partition options. (#467)
Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Revises Advanced Configuration, revising several figures. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Revert to 1a3b3c7b7bebf8b580d6d9cc6d4d564f46b394bd. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Reorders figures from Fig. 9 onward; inserts many new screenshots. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Make uniform description of recommended partitioning schema. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Revises Fig 7, removing warning; saves edits to Fig 29. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Apply edits on encyption per mdhorn feedback. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Refines desc of installation methods; distinguish 2 methods of encryption. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com> Remove internal cross-ref; fix duplicate ref to Telemetry. Signed-off-by: Michael Vincerra <michael.vincerra@intel.com>
@@ -211,101 +211,58 @@ Configure the Keyboard
|
||||
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Figure 6: Select Keyboard menu
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Configure Media
|
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===============
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Configure Installation Media
|
||||
============================
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#. From the Main Menu, select :guilabel:`Configure Media`.
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#. From the Main Menu, select :guilabel:`Configure Installation Media`.
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.. note::
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#. Choose an installation method: `Safe Installation`_;
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`Destructive Installation`_; or `Advanced Configuration`_
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Available media appear by default.
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#. Navigate to the desired media until highlighted.
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.. figure:: figures/bare-metal-install-beta-7.png
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:scale: 100%
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:alt: Configure Media menu
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:alt: Select Installation Media
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Figure 7: Configure Media menu
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Figure 7: Select Installation Media
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.. note::
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Safe Installation
|
||||
-----------------
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||||
|
||||
Use additional options as necessary during partitioning:
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Use this method to safely install |CL| on media with available space,
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or alongside existing partitions, and accept the recommended partitioning
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||||
schema. If an unallocated partition exists with enough space, safe
|
||||
installation is allowed.
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* Select :guilabel:`Revert` to cancel changes and revert to the
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original configuration.
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* Select :guilabel:`Rescan` to show media connected to the host
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machine.
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If a warning message appears that no media or space is available:
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#. Select :kbd:`Enter` or :kbd:`Spacebar` to select it.
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- Verify that target media has enough unallocated disk space
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- Confirm target media is properly connected or mounted
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- Review the size of existing partitions on the target media:
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Two options for partitioning appear.
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- Linux\* OS: :command:`lsblk -a`
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- Windows\* OS: :command:`diskpart`, then :command:`list disk`
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- macOS\* platform: :command:`diskutil list`
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#. Select :guilabel:`Auto Partition` to accept the default configuration, or
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:guilabel:`Add Partition` to add partitions manually. See instructions
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below.
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Destructive Installation
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------------------------
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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#. Select one partitioning method and continue:
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* `Auto Partition`_
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* `Add Partition`_
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Auto Partition
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==============
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Auto partition will configure the media to meet the minimum requirements.
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#. Select :guilabel:`Auto Partition` as shown in Figure 8.
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#. Select :kbd:`Enter` or :kbd:`Spacebar` to highlight
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:guilabel:`Auto partition`.
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#. Select :kbd:`Enter` to :kbd:`Confirm`.
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This action returns you to the Main Menu.
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.. figure:: figures/bare-metal-install-beta-8.png
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:scale: 100%
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:alt: Auto Partition
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Figure 8: Auto Partition
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#. You may skip to the `Telemetry`_ section below.
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Disk encryption
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===============
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For greater security, disk encryption is supported using LUKS for all
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partitions **except boot** on |CL|. To encrypt a partition, see the example
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in `root partition`_ below. Encryption is optional.
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Encryption Passphrase
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---------------------
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|CL| uses a single passphrase for all encrypted partitions. Therefore, if
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you turn on encryption for one partition, the same passphrase is used for
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all partitions. Additional or different keys may be configured
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post-installation using the ``cryptsetup`` tool.
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Use this method to destroy the contents of the target device, install |CL|,
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and accept the recommended partitioning schema. If no safe options exist,
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:guilabel:`Destructive Installation` will appear by default.
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.. note::
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During installation, if you encrypt the `root` partition first and the
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`swap` partition second, after you select encrypt for `swap`, the
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:guilabel:`Encryption Passphrase` dialogue will show the same Passphrase that was assigned to `root`. Select :guilabel:`Confirm` and
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press :kbd:`Enter` to use the same Passphrase.
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From the :guilabel:`Select Installation Media` menu, select
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:guilabel:`Enable Encryption` to encrypt the root filesystem for either option above. See also `Disk encryption`_ for more information.
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Add Partition
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=============
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Partition minimum requirements
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-------------------------------
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Minimum requirements
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--------------------
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To add partitions manually, see `Advanced configuration`_ below and create
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partitions per requirements in Table 1.
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To add partitions manually, assign partitions per the minimum
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requirements shown in Table 1:
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.. list-table:: **Table 1. Disk Partition Setup**
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.. list-table:: **Table 1. Disk Partition Setup: Minimum requirements**
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:widths: 33, 33, 33
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:header-rows: 1
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@@ -322,130 +279,150 @@ requirements shown in Table 1:
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- /
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- *Size depends upon use case/desired bundles.*
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Advanced Configuration
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----------------------
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#. In the Configure Media menu, select :guilabel:`Add Partition`.
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Use this method to manually configure partitions. Partitions
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must meet `Partition minimum requirements`_.
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You may also choose `Disk encryption`_ during partitioning.
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.. note:: To change an existing partition, navigate to the partition,
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and select :guilabel:`Enter`.
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.. note::
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boot partition
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--------------
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Advanced Configuration is available in the installer versions 1.2.0 and above.
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 9.
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#. In :guilabel:`Advanced Configuration`, press
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:kbd:`Enter` to activate editing.
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#. In :guilabel:`Mount Point`, enter the ``/boot`` partition.
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#. In :guilabel:`Size`, enter an appropriate size (e.g., 150M) per Table 1.
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#. Navigate to :guilabel:`Confirm` until highlighted.
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#. Select :guilabel:`Enter` to confirm.
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.. figure:: figures/bare-metal-install-beta-9.png
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.. figure:: figures/bare-metal-install-beta-8.png
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:scale: 100%
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:alt: boot partition
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:alt: Advanced configuration menu
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Figure 9: boot partition
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Figure 8: Advanced configuration menu
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swap partition
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--------------
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#. Choose one of these options:
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 10.
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:guilabel:`Auto Partition`
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#. In :guilabel:`Mount Point`, the field remains blank.
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#. Select this option to accept the recommended partitioning schema.
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#. Navigate to and press :guilabel:`Confirm`.
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#. Continue with installation configuration.
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:guilabel:`Manual Partition`
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#. Continue below.
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Manual Partition
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----------------
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We provide a simple example below.
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#. Navigate to the unallocated media (e.g.,`sdb1`) until highlighted.
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#. Select :guilabel:`Enter` to edit the partition.
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#. The :guilabel:`Partition Setup` menu appears, shown in Figure 9.
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.. note::
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The Mount Point field is disabled.
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#. In :guilabel:`Size`, enter an appropriate size (e.g., 256MB) per Table 1.
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#. Navigate to :guilabel:`Add`.
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#. Select :guilabel:`Enter` to continue.
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.. figure:: figures/bare-metal-install-beta-10.png
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:scale: 100%
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:alt: swap partition
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Figure 10: swap partition
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After adding the first partition, select :guilabel:`Free Space` to add another partition.
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root partition
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--------------
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#. In the :guilabel:`File System` menu, select :kbd:`Up/Down` arrows to
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select the file system type. See Figure 11.
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We configure the `root` partition as shown in Figure 9.
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#. Optional: Select :guilabel:`[X] Encrypt` to encrypt the partition.
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.. figure:: figures/bare-metal-install-beta-9.png
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:scale: 100%
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:alt: root partition
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.. figure:: figures/bare-metal-install-beta-11.png
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:scale: 100%
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:alt: Encrypt partition
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Figure 9: root partition
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Figure 11: Encrypt partition
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boot partition
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--------------
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We configure the `boot` partition as shown in Figure 10.
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#. The :guilabel:`Encryption Passphrase` dialogue appears.
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.. figure:: figures/bare-metal-install-beta-10.png
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:scale: 100%
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:alt: boot partition
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.. note::
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Figure 10: boot partition
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Minimum length is 8 characters. Maximum length is 94 characters.
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swap partition
|
||||
--------------
|
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.. figure:: figures/bare-metal-install-beta-12.png
|
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:scale: 100%
|
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:alt: Encryption Passphrase
|
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#. In the :guilabel:`File System` pulldown menu, we select `swap`, and
|
||||
enter its label. We enter the minimum required size (e.g., 256M).
|
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|
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Figure 12: Encryption Passphrase
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.. figure:: figures/bare-metal-install-beta-11.png
|
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:scale: 100%
|
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:alt: swap partition
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#. Enter the same passphrase in the first and second field.
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Figure 11: swap partition
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#. Navigate to :guilabel:`Confirm` and press :kbd:`Enter`.
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#. Next, navigate to :guilabel:`Confirm` and press :guilabel:`Enter`,
|
||||
shown in Figure 12.
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|
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.. note::
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.. figure:: figures/bare-metal-install-beta-12.png
|
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:scale: 100%
|
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:alt: Final configuration of disk partitions
|
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|
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:guilabel:`Confirm` is only highlighted if passphrases match.
|
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Figure 12: Final configuration of disk partitions
|
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#. Optional: In :guilabel:`[Optional] Label:`, enter your desired
|
||||
label for the partition.
|
||||
#. You may skip to the `Telemetry`_ section below.
|
||||
|
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#. In :guilabel:`Mount Point`, enter ``/``. See Figure 11.
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||||
Disk encryption
|
||||
===============
|
||||
|
||||
#. In :guilabel:`Size`, enter an appropriate size per Table 1.
|
||||
For greater security, disk encryption is supported using LUKS for the
|
||||
any partition except `/boot` on |CL|. To encrypt the root partition, see the
|
||||
example below. Encryption is optional.
|
||||
|
||||
.. note::
|
||||
Encryption Passphrase
|
||||
---------------------
|
||||
|
||||
The remaining available space shows by default.
|
||||
|CL| uses a single passphrase for encrypted partitions. Additional or
|
||||
different keys may be configured post-installation using the ``cryptsetup``
|
||||
tool.
|
||||
|
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#. Navigate to :guilabel:`Add` until highlighted.
|
||||
|
||||
#. Select :guilabel:`Enter` to continue.
|
||||
|
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You are returned to the :guilabel:`Configure media` menu.
|
||||
|
||||
#. Select :guilabel:`Confirm` to complete the media selection. See Figure 13.
|
||||
|
||||
#. You are returned to the :guilabel:`Configure media` menu. Your partitions
|
||||
should be similar to those shown in Figure 13.
|
||||
#. Optional: Select :guilabel:`[X] Encrypt` to encrypt the root partition,
|
||||
as shown in Figure 13.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-13.png
|
||||
:scale: 100%
|
||||
:alt: Partitions
|
||||
:alt: Encrypt partition
|
||||
|
||||
Figure 13: Partitions
|
||||
Figure 13: Encrypt partition
|
||||
|
||||
#. Navigate to :guilabel:`Confirm` until highlighted.
|
||||
#. The :guilabel:`Encryption Passphrase` dialogue appears.
|
||||
|
||||
#. Select :guilabel:`Enter` to complete adding partitions.
|
||||
.. note::
|
||||
|
||||
Minimum length is 8 characters. Maximum length is 94 characters.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-14.png
|
||||
:scale: 100%
|
||||
:alt: Encryption Passphrase
|
||||
|
||||
Figure 14: Encryption Passphrase
|
||||
|
||||
#. Enter the same passphrase in the first and second field.
|
||||
|
||||
#. Navigate to :guilabel:`Confirm` and press :kbd:`Enter`.
|
||||
|
||||
.. note::
|
||||
|
||||
:guilabel:`Confirm` is only highlighted if passphrases match.
|
||||
|
||||
Telemetry
|
||||
=========
|
||||
|
||||
To fulfill the :guilabel:`Required options`, choose whether or not to
|
||||
participate in `telemetry`_. :ref:`telem-guide` is a |CL| feature that
|
||||
reports failures and crashes to the |CL| development team for improvements.
|
||||
For more detailed information, visit our :ref:`telemetry-about` page.
|
||||
To fulfill :guilabel:`Required options`, choose whether to participate in
|
||||
the `telemetry option`_. :ref:`telem-guide` is a |CL| feature that reports
|
||||
failures and crashes to the |CL| development team for improvements. For more
|
||||
detailed information, visit our :ref:`telemetry-about` page.
|
||||
|
||||
#. In the Main Menu, navigate to :guilabel:`Telemetry` and select
|
||||
:kbd:`Enter`.
|
||||
@@ -454,11 +431,11 @@ For more detailed information, visit our :ref:`telemetry-about` page.
|
||||
|
||||
#. Select :kbd:`Enter` to confirm.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-14.png
|
||||
.. figure:: figures/bare-metal-install-beta-15.png
|
||||
:scale: 100%
|
||||
:alt: Enable Telemetry
|
||||
|
||||
Figure 14: Enable Telemetry
|
||||
Figure 15: Enable Telemetry
|
||||
|
||||
Recommended options
|
||||
*******************
|
||||
@@ -511,22 +488,22 @@ interface settings are automatically applied.
|
||||
|
||||
.. note:: Multiple network interfaces may appear.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-15.png
|
||||
.. figure:: figures/bare-metal-install-beta-16.png
|
||||
:scale: 100%
|
||||
:alt: Configure Network Interfaces
|
||||
|
||||
Figure 15: Configure Network Interfaces
|
||||
Figure 16: Configure Network Interfaces
|
||||
|
||||
#. Notice :guilabel:`Automatic / dhcp` is selected by default (at bottom).
|
||||
|
||||
Optional: Navigate to the checkbox :guilabel:`Automatic / dhcp` and select
|
||||
:kbd:`Spacebar` to deselect.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-16.png
|
||||
.. figure:: figures/bare-metal-install-beta-17.png
|
||||
:scale: 100%
|
||||
:alt: Network interface configuration
|
||||
|
||||
Figure 16: Network interface configuration
|
||||
Figure 17: Network interface configuration
|
||||
|
||||
#. Navigate to the appropriate fields and assign the desired
|
||||
network configuration.
|
||||
@@ -562,11 +539,11 @@ instruction.
|
||||
|
||||
#. Navigate to the field :guilabel:`HTTPS Proxy`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-17.png
|
||||
.. figure:: figures/bare-metal-install-beta-18.png
|
||||
:scale: 100%
|
||||
:alt: Configure the network proxy
|
||||
|
||||
Figure 17: Configure the network proxy
|
||||
Figure 18: Configure the network proxy
|
||||
|
||||
#. Enter the desired proxy address and port using conventional syntax,
|
||||
such as: \http://address:port.
|
||||
@@ -584,13 +561,13 @@ Test Network Settings
|
||||
To manually assure network connectivity before installing |CL|,
|
||||
select :guilabel:`Test Network Settings` and select :guilabel:`Enter`.
|
||||
|
||||
A progress bar appears as shown in Figure 18.
|
||||
A progress bar appears as shown in Figure 19.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-18.png
|
||||
.. figure:: figures/bare-metal-install-beta-19.png
|
||||
:scale: 100%
|
||||
:alt: Testing Networking dialogue
|
||||
|
||||
Figure 18: Testing Networking dialogue
|
||||
Figure 19: Testing Networking dialogue
|
||||
|
||||
.. note::
|
||||
|
||||
@@ -610,11 +587,11 @@ Bundle Selection
|
||||
|
||||
#. We recommend adding :file:`desktop-autostart` and :file:`user-basic`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-19.png
|
||||
.. figure:: figures/bare-metal-install-beta-20.png
|
||||
:scale: 100%
|
||||
:alt: Bundle Selection
|
||||
|
||||
Figure 19: Bundle Selection
|
||||
Figure 20: Bundle Selection
|
||||
|
||||
.. note::
|
||||
|
||||
@@ -636,13 +613,13 @@ Add New User
|
||||
|
||||
#. In Advanced Options, select :guilabel:`User Manager`.
|
||||
|
||||
#. Select :guilabel:`Add New User` as shown in Figure 20.
|
||||
#. Select :guilabel:`Add New User` as shown in Figure 21.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-20.png
|
||||
.. figure:: figures/bare-metal-install-beta-21.png
|
||||
:scale: 100%
|
||||
:alt: Add New User, User Name
|
||||
|
||||
Figure 20: Add New User
|
||||
Figure 21: Add New User
|
||||
|
||||
#. Optional: Enter a :guilabel:`User Name`.
|
||||
|
||||
@@ -650,11 +627,11 @@ Add New User
|
||||
|
||||
The User Name must be alphanumeric and can include spaces, commas, or hyphens. Maximum length is 64 characters.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-21.png
|
||||
.. figure:: figures/bare-metal-install-beta-22.png
|
||||
:scale: 100%
|
||||
:alt: User Name
|
||||
|
||||
Figure 21: User Name
|
||||
Figure 22: User Name
|
||||
|
||||
#. Enter a :guilabel:`Login`.
|
||||
|
||||
@@ -677,11 +654,11 @@ Add New User
|
||||
|
||||
Selecting this option enables sudo privileges for the user.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-22.png
|
||||
.. figure:: figures/bare-metal-install-beta-23.png
|
||||
:scale: 100%
|
||||
:alt: Administrative rights
|
||||
|
||||
Figure 22: Administrative rights
|
||||
Figure 23: Administrative rights
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
@@ -697,15 +674,15 @@ Modify / Delete User
|
||||
--------------------
|
||||
|
||||
#. In User Manager, select :guilabel:`Tab` to highlight the user, as shown
|
||||
in Figure 23.
|
||||
in Figure 24.
|
||||
|
||||
#. Select :kbd:`Enter` to modify the user.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-23.png
|
||||
.. figure:: figures/bare-metal-install-beta-24.png
|
||||
:scale: 100%
|
||||
:alt: Modify User
|
||||
|
||||
Figure 23: Modify User
|
||||
Figure 24: Modify User
|
||||
|
||||
#. Modify user details as desired.
|
||||
|
||||
@@ -739,11 +716,11 @@ new kernel.
|
||||
|
||||
#. To add or remove arguments, choose one of the following options.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-24.png
|
||||
.. figure:: figures/bare-metal-install-beta-25.png
|
||||
:scale: 100%
|
||||
:alt: kernel command line
|
||||
|
||||
Figure 24: kernel command line
|
||||
Figure 25: kernel command line
|
||||
|
||||
#. To add arguments, enter the argument in :guilabel:`Add Extra Arguments`.
|
||||
|
||||
@@ -758,15 +735,15 @@ Kernel Selection
|
||||
================
|
||||
|
||||
#. Select a kernel option. By default, the latest kernel release is
|
||||
selected. Native kernel is shown in Figure 25.
|
||||
selected. Native kernel is shown in Figure 26.
|
||||
|
||||
#. To select a differnt kernel, navigate to it using :guilabel:`Tab`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-25.png
|
||||
.. figure:: figures/bare-metal-install-beta-26.png
|
||||
:scale: 100%
|
||||
:alt: Kernel selection
|
||||
|
||||
Figure 25: Kernel selection
|
||||
Figure 26: Kernel selection
|
||||
|
||||
#. Select :kbd:`Spacebar` to select the desired option.
|
||||
|
||||
@@ -785,11 +762,11 @@ If you have your own custom mirror of |CL|, you can add its URL.
|
||||
|
||||
#. Select :kbd:`Confirm`.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-26.png
|
||||
.. figure:: figures/bare-metal-install-beta-27.png
|
||||
:scale: 100%
|
||||
:alt: Swupd Mirror
|
||||
|
||||
Figure 26: Swupd Mirror
|
||||
Figure 27: Swupd Mirror
|
||||
|
||||
Optional: Skip to `Finish installation`_.
|
||||
|
||||
@@ -806,11 +783,11 @@ Assign Hostname
|
||||
alphanumeric character but may also contain hyphens. Maximum length of
|
||||
63 characters.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-27.png
|
||||
.. figure:: figures/bare-metal-install-beta-28.png
|
||||
:scale: 100%
|
||||
:alt: Assign Hostname
|
||||
|
||||
Figure 27: Assign Hostname
|
||||
Figure 28: Assign Hostname
|
||||
|
||||
|
||||
#. Navigate to :kbd:`Confirm` until highlighted.
|
||||
@@ -823,17 +800,17 @@ Automatic OS Updates
|
||||
====================
|
||||
|
||||
In the rare case that you need to disable automatic software updates,
|
||||
follow the onscreen instructions.
|
||||
follow the onscreen instructions shown in Figure 29.
|
||||
|
||||
#. In Advanced Options, select :guilabel:`Automatic OS Updates`.
|
||||
|
||||
#. Select the desired option.
|
||||
|
||||
.. figure:: figures/bare-metal-install-beta-28.png
|
||||
.. figure:: figures/bare-metal-install-beta-29.png
|
||||
:scale: 100%
|
||||
:alt: Automatic OS Updates
|
||||
|
||||
Figure 28: Automatic OS Updates
|
||||
Figure 29: Automatic OS Updates
|
||||
|
||||
You are returned to the :guilabel:`Main Menu`.
|
||||
|
||||
@@ -865,4 +842,4 @@ Next steps
|
||||
|
||||
.. _Navigate to the image directory: https://cdn.download.clearlinux.org/image/
|
||||
.. _Autoproxy: https://clearlinux.org/features/autoproxy
|
||||
.. _telemetry: https://clearlinux.org/features/telemetry
|
||||
.. _telemetry option: https://clearlinux.org/features/telemetry
|
||||
|
||||
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