LucidNAS Quick Start Guide

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1 LucidNAS Quick Start Guide This section demonstrates the initial preparation that should be performed before you start using the LucidNAS system. Set Administrative Access By default, no password is required to access the LucidNAS administrative interface. For security reasons, you should immediately set a password to prevent unauthorized access to the NAS. From the left pane System Management dropdown select "System Preferences" and click on the "Access Control" button. Input your chosen password into the "Authentication password" fields and click on "Apply Settings" to activate it. Optionally, you can chose to restrict access to the Administrative interface to computers on local network only or to a list of specific IP addresses. NOTE: at this time, LucidNAS only supports one user account for accessing the administrative GUI. Change the Administrative SSH access password LucidNAS provides a command line interface to the underlying OS via SSH. The software ships with a default username "ssh" and a default password "lucidnas".we strongly recommend changing the default password to your own secure password. 1

2 To set the password for the ''ssh'' account, go to System Management Services Internal. Click the OpenSSH Service hotlink: Scroll down to the SSH control panel and input your new password. Click the "Reset Password" button to confirm the change: Unless your system has shipped pre-configured, you are now ready to start configuring the LucidNAS system. Typically, the configuration workflow will use the following steps in this order (all of the functions below are conveniently grouped under "Storage Management"): 2

3 Prepare Disk Drives Select "Physical Disks" from the dropdown menu and then click on each individual disk name, in any sequence, and create a GPT partition on every disk that you would like to include in a ZFS storage pool: Create a Storage Pool When creating a storage pool or a volume, you have several choices depending upon your storage requirements and whether or not data already exists on the disk(s). The following options are available: 1. Auto-import an existing ZFS storage pool by clicking on the "Import Pool" button. 2. Search for and attempt to import a Hidden ZFS disk, stripe, mirror, RAIDZ1, RAIDZ2, or RAIDZ3 pool by clicking on the "Search for Hidden Pools" button. 3. Search for and attempt to recover a Deleted ZFS disk, stripe, mirror, RAIDZ1, RAIDZ2, or RAIDZ3 pool by clicking on the "Search for Deleted Pools" button. 3

4 4. Create a brand new ZFS disk, stripe, mirror, RAIDZ1, RAIDZ2, or RAIDZ3 pool by selecting a "Create" tab. Create a Filesystem In order to provide more flexibility when configuring user access to data, please create a filesystem (a.k.a. dataset) or multiple filesystems on a newly created storage pool. Type a name for your filesystem in the "Create New Filesystem" box and select a pool to store it 4

5 on from the dropdown box. Click on "Create" to create a new filesystem. Set Filesystem Options and Share it You are almost there. The last step is to set the filesystem options (or simply accept the defaults) and specify how this filesystem is to be shared with the clients: By default, a newly created filesystem is not shared and no client can access it via the network. You can share it via NFS by clicking the "Share" button next to the "Not shared with NFS" status box. A green checkmark will replace the red X to indicate that the filesystem is now shared via NFS. 5

6 It is recommended that you select only one type of share per filesystem or dataset' in order to prevent possible conflicts between different types of shares. However, it is possible to share a filesystem with multiple clients using different protocols to access the share. A filesystem can be shared via CIFS/SMB by clicking the "Share" button next to the "Not shared with Samba" status box. A green checkmark will replace the red X to indicate that the filesystem is now shared via SMB. Perform Additional Configuration LucidNAS supports a variety of user access scenarios: * the use of an anonymous or guest account that everyone in the network uses to access the stored data * the creation of individual user accounts where each user has access to their own ZFS filesystem * the addition of individual user accounts to groups where each group has access to their own volume or ZFS dataset * using an Active Directory server authentication to provide access to a share In order to use Active Directory authentication, you must configure SAMBA and successfully join an AD domain so that your LucidNAS becomes a domain member. Please select Services > Internal and click on the Samba hot link. 6

7 We have pre-selected a common set of configuration defaults for the SAMBA file sharing service but you may still find it necessary to modify a few options, e.g. the Server String, Workgroup Name, Netbios Name, etc.: Scroll down to the bottom of the page and click on the "Join Domain" button to add the NAS as a member server of your Active Directory domain (if you have made any change to SAMBA configuration, please click on the "Update Configuration" button before attempting to join a domain): 7

8 Input your domain server names and IP addresses in the form. At lease one domain controller must be entered. Please provide the username and password of DOMAIN ADMINISTRATOR and click "OK": If all the information was entered correctly and proper credentials were supplied, the next screen will provide confirmation that the domain was joined successfully. We recommend verifying that LucidNAS is now part of the AD domain via the "Active Directory Users and Computers" administrative applet on your domain controller. 8

9 Congratulations! Your NAS should be fully operational. We have attempted to make the NAS easy to configure and use. Many configuration screens offer extensive additional help and explanations of various options. However, we understand that each customer's requirement and environment is unique. Please do not hesitate to contact us with questions at 9