Formatting Instructions for Cavalry External Hard Drives

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1 Formatting Instructions for Cavalry External Hard Drives Cavalry PC-Ready Drives come formatted in NTFS and are plug and play for Windows 2000 and newer. Cavalry Mac-Ready Drives come formatted in Mac OS Extended and are plug and play for Mac OS 9.x and newer. This guide is intended for users whose drive is not in the correct format, or for users whose drive needs reformatting for other reasons. *Please note that reformatting a drive will erase any data on the drive. Cavalry Storage is neither responsible nor liable for any data loss that may occur for any reason. Go to the page that corresponds to the operating system with which you are formatting your drive. If your operating system is not listed, or if at any point you need assistance, please contact our technical support: customersupport@cavalrystorage.com. Page Operating System 2 - Windows XP/NT/2000/2003 Server (to NTFS) 5 - Windows Vista 11 - Windows 98SE/ME 12 - Mac OS X (v10.0+) and newer 15 - Mac OS X (v10.0+) and newer (format by partition) 16 - Mac OS 9 and older 17 - Ubuntu Linux 1

2 Windows XP/NT/2000/2003 Server :: Formatting to NTFS 1) To partition and format the drive, right click on My Computer and select manage. NOTE: You can also click on Start-> then Right-click My Computer on the upper right of the start menu, then left-click on Manage. You can also go to Start->Control Panel- >Administratitve Tools-> Double-click on Computer Managemenet. 2) This will start Microsoft Management Console s Computer Management. Now select Disk Management under Storage in the Management tree selection on the left. The new volume disk information will appear on the right side. If the drive happens to be unallocated. If the disk is not initialized it must be done now. Right-click under the Disk # header of the volume, then just select NEXT until the disk is initialized. 2

3 3) Now RIGHT-click anywhere on the unallocated volume(or pre-existing partition).. Then select New Partition in the menu which pops up. This will start the New Partition wizard where you can partition your volume. 4) Follow the wizard. Always choose Primary partition. Then select Next, until the page below is reached. In the checkbox select Perform a quick format. Then select Next. 3

4 5) Then select Finish. Windows will partition and format your volume. This may take several minutes. 6) Return to the Desktop, and click on My Computer the new volume and, drive letter will be there. Your volume is now partitioned, formatted and ready for use. 4

5 Windows Vista 1. To get to Windows VISTA disk management, click on Start, then right-click on Computer. A pop-up menu will appear; left-click Manage. A permission dialog may appear depending if you have User Access Control enabled. If so, click OK to continue. 2. The Computer Management window will appear. Now left click on the Disk Management header in the tree structure on the left. After doing so, the physical hard drive and volume information will show on the right. You can see the physical disk volumes on the lower right pane represented by rectangular bars with rectangle boxes in front labeled Disk 0, Disk1 etc. 5

6 3. Determine which listed hard drive is the drive you wish to format. You can usually determine this by its size in gigabytes. If the Disk# is preceded by a picture of a drive with a red down arrow (as shown below), the drive is un-initialized. Right click on the Disk# rectangle and click on Initialize Disk to start the initialization wizard. If your drive is already initialized (i.e. if there is no red down arrow), skip ahead to step 5. 6

7 4. After clicking on Initialize Disk, the Initialize Disk Wizard will start. When it appears, be sure to that the disk you wish to initialize is indeed selected by a checkmark. You also have the choice of the partition type: MBR or GPT. Make your choice according to the following factors: Choose MBR if the total capacity of your hard drive is 2 terabytes (2TB) or less Choose GPT if the total capacity of your hard drive is 2 terabytes (2TB) or greater, you must choose GPT in order to show a single contiguous volume. Now click OK to continue. 5. You should return to the Disk Management window. If you wish to delete an existing volume and repartition and reformat the volume, right-click anywhere on the volume graph (the one with the black or blue top header), then select delete partition. Now whether you had a partition previously or not, you should see an unallocated volume with a black bar top over a white bar graph. To start the new partition wizard, right click on the white graph and select New Simple Volume as shown. 7

8 6. The new partition wizard will start. Click Next and then click Next again. (The 2 nd screen just shows the space to be formatted, which is maximized by default. You can change the size if you wish to make two or more partitions later). Now pick a drive letter, or allow it to select the current default drive letter. Then click Next. 8

9 7. On the formatting page, it is recommended to leave the default NTFS file system and the default allocation unit size. Check Perform a quick format. Then click Next, and on the last page click Finish to end the wizard. 9

10 8. You will see the drive volume bar graph show Formatting as it formats. Allow up to 5 minutes for it to finish. When it is finished, it should say healthy. Your drive volume is ready. You can now left-click on the Computer icon on your desktop or in you Start menu to see your external drive volume. You may right-click the drive s icon to see its properties. You are now ready to use your external drive volume. 10

11 Windows 98SE/ME 1. Windows ME and earlier versions do not recognize NTFS. The partition must be deleted and reformatted with FAT32. This is done using FDISK. 2. From the start menu click on run and Type FDISK in the text box. Select [5] change current fixed drive 3. Examine the listings and determine which drive is your primary drive, C: Your primary drive is usually number 1. It is very important NOT to select your primary drive. Select the USB drive. 4. Select option Select delete NONDOS partition. 6. Select 1 to create a DOS partition. Select 1 again for a primary partition. 7. FDISK will perform a drive integrity and verification test. Select [Y] when asked. 8. When FDISK finishes press Esc twice to exit FDISK. 9. Reboot the computer. When Windows finishes booting you should be asked format the new partition. If you are not asked to format the drive, go to My Computer and double click on the external drive icon. Follow the formatting wizard instructions. 11

12 Mac OS X (10.0+) and above NOTE: If your external hard drive was formatted to FAT32, MS-DOS, EXT3, or NTFS with GPT partition type, erasing and formatting may fail to work with the following instructions. Please see instead the FAT32 to MAC OSX extended journaled guide. This is found on our technical manuals page: 1. First plug in the drive and wait for MAC OSX to recognize the drive. If it asks to initialize the drive go ahead and click initialize. 2. If you initialized the drive, disk utility may start immediately. If you need to go to disk utility manually, go to the top menu Go -> Utilities. Then double-click the Disk Utility icon. 12

13 3. In Disk Utility, click on the physical drive header (1), which starts with the number of GigaBytes available. Then click on the Erase tab (2). The disk utility will change to the erase pane. Make sure Volume Format (3) is MAC OS Extended (journaled) (4). You can enter a name for the Name field for your new volume. When you re ready, click the Erase button at the lower right. (5) A warning dialog box will pop up. Click Erase to continue. 13

14 4. Your volume is now formatted and partitioned in MAC OSX extended (journaled). You can click on the volume underneath the drive header on the left of the Disk Utility window. The bottom information should say the correct format type. Your new drive volume should also appear as an icon on the desktop, which you can double-click to open. 14

15 Mac OS X (10.0+) and above :: Formatting by partition 1. Mac OSX+ will be able to see the partition if the drive is formatted in NTFS. 2. If you need to reformat in Mac OSX journal format, go to the top menu by selecting Go, Applications, Utilities and, then click on the Disk Utility program. 3. The external drive will be listed on the left pane window. Under the drive is the sub header listing of the partition. Click on the Drive header which lists the drive capacity. 4. Click on Partition at the top of the window. Under the Volume Scheme header choose on the scroll down menu 1 partition. The preview partition should show up as a rectangular graph. 5. Click on Options under the graph. A small window will appear. Choose default for partition type. Then click ok to exit. 6. Now on the right of the graph you can choose your format type. Select MAC OS Extended (journaled). 7. Now click on the partition button on the lower right. 8. Allow 2 to 5 minutes for the utility to finish formatting the drive. The new Volume will now appear on the desktop. 9. If it fails to format, Repeat this process again, but choose MAC OS Extended format type instead of MAC OS Extended (journaled). 15

16 Mac OS 9 and earlier 1. Mac OS 9 and older versions will not detect a drive formatted in NTFS. 2. Go to Disk utility. Click on File and go to utilities. The external drive will be listed. If not please technical support at customersupport@cavalrystorage.com. 3. Highlight the external drive and click on erase. Follow the wizard and its defaults. 4. It will take around 25 minute to format the drive. The drive will now appear on the desktop. 16

17 Ubuntu Linux If your drive came preformatted for Windows or MAC, you can use this guide to repartition and reformat for Ubuntu Linux. NOTE: if you have a Windows XP system, you may format a drive for Linux by using Acronis software (see page 5), and on step 11, select the Ext 3 file system. The drive will show up formatted on your Linux system when you plug it in. This process is easier than the process that follows, but requires a separate Windows XP system. 1. When you first start up Ubuntu Linux and turn the external hard drive, it may show up as an icon on your desktop. 2. Go to terminal shell by clicking on top menu item [Applications] >> [Accessories] >> [Terminal] to start the shell terminal command prompt window. 17

18 3. Now at the $ prompt, type: mount Your hard drives (and other devices) currently connected are shown. The external drive information is usually shown last. Make a note of the device directory. In this example the external drive s location is shown as /dev/sda1. Please make a note of this location for the steps that follow. 18

19 4. Now type at the prompt: sudo fdisk /dev/sda1 Notice that you must type sudo in front of the linux command to run with root (administrator) access i.e. Supervisor DO. Ubuntu by default does not allow the first user to have full administrator access. Also note that /dev/sda1 may vary depending on the address you saw with mount on the previous step. Type (instead of /dev/sda1 ) whatever directory was shown, if different from /dev/sda1. Now you can type: p This will show what your current partition table looks like for the external drive. In this example, Linux does not show it correctly because the drive is currently Windows NTFS formatted. 19

20 5. Now type: o This will overwrite with a new MBR (dos) partition type. This will delete any existing partitions and partition table information currently on the drive. You can now type: p You will see the current partition type information, which should now be empty. 20

21 6. To create a new Linux partition. Type: n It will now ask for Partition number (1-4). To indicate we are creating a primary partition, type: 1 For the first cylinder to correspond to default 1, type: 1 For Last cylinder type the number shown in default xxxxx. In this example Last cylinder is shown as default 60800, so if that s the number, then type You can now type: p You can now see your new partition. Note that it s shown as /dev/sda1p1. The drive is still at dev/sda1 (or whatever your original location was). The p1 at the end indicate that it s the first partition. 21

22 7. Now to finalize all we ve done in fdisk, type: w This will write the new partition table we ve configured to the external hard drive. Fdisk will exit to our bash terminal shell command prompt. Type: exit This will exit the terminal shell window and go back to the Ubuntu Linux desktop. 8. Now restart Ubuntu Linux. Click on the upper right power button icon. Then choose Restart. Ubuntu Linux should automatically restart. Leave the external drive on and connected. 22

23 9. When your desktop returns after rebooting, the external drive icon may have disappeared. That s fine. Just go back to the terminal shell command prompt window as shown in step 2. Now to make the Linux ext3 file system on your new partition, type: sudo mkfs.ext3 /dev/sda1 Again, if your drive was listed differently than /dev/sda1 then type that location instead. You may also have to enter your administrative password. 23

24 10. mkfs will now format your partition. Please wait at least 10 to 20 minutes depending on the size of your external hard drive. 11. After mkfs is done, exit the terminal shell command prompt window by typing: exit 24

25 12. Restart Ubuntu Linux again and it should mount your external hard drive (also creating a mount point for it) and create a desktop icon for your external hard drive. 13. At this point, you need to allow yourself permission to the mount point. Start the terminal shell command prompt again. Type: mount You will see the current mount point. In this case it is /media/disk. 25

26 14. Make a note of what Ubuntu Linux locates as your drive s mount point. In this case it is /media/disk. Now to open permissions so your account can fully access the drive. Type: sudo chmod 777 /media/disk Like before, if your mount point listed was not /media/disk, type your location instead of /media/disk. To see your current permissions of your drive at it s mount point, type: cd /media This will change to the /media directory Then type: ls l This will show the list of objects in the current directory with permissions shown. As you can see here, /media/disk now has open permissions for all. Now the drive is ready. You can exit from the terminal shell prompt window and select the icon of the external drive and use it normally. If you would like to change your drive name, proceed to the next step. 26

27 15. If you wish to change the volume name of your external drive from the default name assigned by Ubuntu Linux, you need to do the following: Go back to the terminal shell command prompt window. Type: mount This will show the location of your physical drive. (note: this is NOT the mount point directory. In this example the location is /dev/sda1, not /media/disk ) Then type: sudo apt-get install e2fsprogs This will install a utility command to change the volume name of a drive. Then type: sudo e2label /dev/sda1 your label Where /dev/sda1 should be replaced by your drive location if it is different from /dev/sda1. And where your label can be any name you want within the quotation marks. In the example shown below we chose the name USB drive to show the volume name as: USB drive. Now restart your computer one last time. 27

28 16. You can now access your external drive by double-clicking on it s drive icon on the desktop. The drive window is shown. For example, below is shown the result of dragging and dropping a file folder into the drive window, copying the folder to the new external drive volume. The lost and found folder is a system folder recycle bin similar to Windows XP s recycle bin. 17. You can also access the drive from the Computer selection from the Ubuntu Linux main menu. Go to top menu [Places] >> [Computer] 28

29 18. In the Computer window, you can see the properties of your external hard drive. Right click on the external drive icon (1). Then left-click on [Properties] (2). In the USB Drive Properties window, you can select the [Drive] tab (3) to see the serial number of the internal hard drive as well as other information. 19. To see information about the external hard drive s capacity, mount point, and file format type, click on the [Volume] tab. 29

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