TrueNAS SCALETrueNAS SCALE Version Documentation
This content follows the TrueNAS SCALE 23.10 (Cobia) releases. Use the Product and Version selectors above to view content specific to different TrueNAS software or major version.

First Time Login

  14 minute read.

Last Modified 2024-03-19 08:38 EDT

Now that you have installed TrueNAS SCALE or migrated from TrueNAS CORE to SCALE, you can log into the SCALE web user interface (UI) to complete your initial system configuration and then begin managing data!

Important! Use only the web user interface (UI) or the TrueNAS CLI to make configuration changes to the system.

After installing TrueNAS, you can configure and use the system through the UI.

By default, using the LINUX Shell command-line interface (CLI) to modify the system *does not modify the settings database. If the system restarts it reverts to the original database settings and wipes any user-made command line changes.

The SCALE TrueNAS CLI allows administrators experienced with CLI configuration to configure SCALE settings just as in the UI. The TrueNAS CLI functions like a text-based version of the web UI with many functional areas grouped into parent and child namespaces that mirror the counterparts in the SCALE UI.

Web Interface Access

TrueNAS automatically creates several ways to access the UI, but you might need to adjust the default settings for your network environment.

By default, fresh installs of TrueNAS SCALE provide a default address for logging in to the web interface. To view the web interface IP address or reconfigure web interface access, either connect a monitor and keyboard to your TrueNAS system or connect with IPMI for out-of-band system management.

When powering on a TrueNAS system, the system attempts to connect to a DHCP server from all live interfaces to access the web UI. On networks that support Multicast Domain Name Services (mDNS), the system can use a host name and domain to access the TrueNAS web interface. By default, TrueNAS uses the host name and domain truenas.local. To change the host name and domain in the web interface, go to Network and click Settings on the Global Configuration card.

To access the web interface using an IP address, either use the IP address displayed at the top of the Console Setup Menu after installing SCALE or use the IP address you assigned in the Console Setup Menu.

TrueNAS Enterprise
SCALE Enterprise (HA) systems can use the DHCP-assigned IP address for the primary controller to access the SCALE UI or with a static IP address that is configured using the Console Setup Menu.

Logging Into the SCALE UI

Using a computer with access to the same network as the TrueNAS system, enter the host name and domain or IP address in a web browser to connect to the SCALE web interface.

The browser you use can impact the quality of your user experience. We generally recommend using Firefox, Edge, or Chrome.

Starting with SCALE Bluefin 22.12.0, root account logins are deprecated for security hardening and to comply with Federal Information Processing Standards (FIPS). All TrueNAS users should create a local administrator account with all required permissions and begin using it to access TrueNAS. When the root user password is disabled, only an administrative user account can log in to the TrueNAS web interface.

TrueNAS SCALE plans to permanently disable root account access in a future release.

With the implementation of rootless login, root is no longer the default administrator username, rather you use the new admin user created during the installation process. We recommend creating the admin user during the installation process and using it to log into SCALE.

Based on the authentication method selected in step 4 of the SCALE TrueNAS installer Console Setup process, you could see one of three sign-in splash screen options for the web UI.

  • Selecting 1. Administrative user (admin) opens the SCALE sign-in screen to log in with the admin username and password created during installation.
  • Selecting 2. Root user (not recommended) opens the SCALE sign-in screen to log in with the root username and the root password created during installation.
  • Selecting 3. Configure using Web UI opens a SCALE sign-in screen where you select the option for either the admin or root user and create the password.

If you select option 1, the root user still exists but with the password disabled by default, which means only the admin user can log into the system. You can activate the password for the root user for some limited uses, but you should return to a security-hardened operation by disabling the root password immediately after you finish with the limited use.

Logging In as Admin

If you set up the admin user during the installation using the option 1. Administrative user (admin), enter the username admin and password you set up.

TRUENAS SCALE Login Screen
Figure 1: TrueNAS SCALE Login Screen

To modify user credentials, go to Credentials > Local Users, click anywhere on the user row, then click Edit. For more information see Managing Users.

Logging In as Root

Starting with SCALE Bluefin 22.12.0, root account logins are deprecated for security hardening and to comply with Federal Information Processing Standards (FIPS). All TrueNAS users should create a local administrator account with all required permissions and begin using it to access TrueNAS. When the root user password is disabled, only an administrative user account can log in to the TrueNAS web interface.

TrueNAS SCALE plans to permanently disable root account access in a future release.

If you created the root user rather than setting up an admin user during the installation process, log into the UI as the root user with the root password.

To create an admin user go to Credentials > Local Users, and click Add to open the Add User screen. Follow the directions in Managing Users to create an admin user with all required settings.

Creating an Administrator Account at First Log in

If you select option 3. Configure using Web UI during installation SCALE asks you to create the root or administration user when you first log into the web UI. This option presents a sign-in splash screen with two radio buttons.

TrueNAS SCALE Login Screen Set Admin Password
Figure 2: Set Admin Password

Select either the Administrative user or Root user (not recommended) option, then enter the password to use with that user.

If you choose Root user (not recommended) as the TrueNAS authentication method, go to the Credentials > Local Users screen and create the admin account immediately after you enter the UI. Create the admin user account settings, enable the password, and click Save. After setting up the admin user, edit the root user to disable the password and resume rootless login security hardening.

Troubleshooting Accessing the Web UI

If you cannot remember the administrator password to log in to the web interface, connect a keyboard and mouse to the TrueNAS system and open the Console Setup Menu to reset the admin account password.

If the user interface is not accessible by IP address from a browser, check these things:

  • If the browser configuration has proxy settings enabled, disable them and try connecting again.
  • If the page does not load, ensure a ping reaches the TrueNAS system IP address. If the IP address is in a private range, you must access it from within that private network.

If the web interface displays but seems unresponsive or incomplete:

  • Make sure the browser allows cookies, Javascript, and custom fonts from the TrueNAS system.
  • Try a different browser. We recommend Firefox, Edge, or Chrome.

If the UI becomes unresponsive after an upgrade or other system operation, clear the site data and refresh the browser (Shift+F5).

Introducing the Main SCALE Dashboard

(Video URL: https://www.truenas.com/docs/files/scaledashboardtour.mp4)

After logging in for the first time, you see the main system Dashboard screen. The Dashboard displays basic information about the installed version, systems component usage, and network traffic.
TrueNAS Enterprise

SCALE Enterprise users with an iXsystems-provided TrueNAS server also see an image of the system in the System Information widget. Click on the system image to open the System Settings > View Enclosure screen.

The Dashboard for non-Enterprise systems displays the TrueNAS SCALE logo on the System Information widget.

You can reorder dashboard widgets by clicking Reorder and then dragging them into your preferred order. You can also choose which widgets appear on the dashboard by clicking Configure.

Dashboard Configure Panel
Figure 4: Dashboard Configure Panel

Introducing SCALE Navigation Options

The top row (toolbar) has links to outside resources and buttons to control the system. The left-hand panel lists the main feature and functional areas and lets users navigate to the various TrueNAS configuration screens.

Top Toolbar

The icon buttons in the top toolbar menu link to the iXsystems site, display the status of TrueCommand and directory servers, and show system processes and configuration menus. You can also collapse and expand the main function menu on the left side of the screen.

The SCALE top navigation top toolbar provides access to functional areas of the UI that you might want to directly access while on other screens in the UI. Icon buttons provide quick access to dropdown lists of options, dropdown panels with information on system alerts or tasks, and can include access to other information or configuration screens.

The iXsystems logo opens the iXsystems home page. There, users can find information about storage and server systems.

Users can also use the iXsystems home page to access their customer portal and the community section for support.

The How would you rate this page? FeedbackIcon icon opens a feedback window.

Use this window to submit a star rating and comments or suggestions for the current page.

The feedback window allows users to submit their general user-experience feedback. Submit bug tickets through the File Ticket link that opens the File Ticket form, also accessed from the System Settings > General screen File Ticket button. See Filing an Issue Ticket in SCALE for further instructions.

The Take screenshot of the current page toggle is on by default. When on, TrueNAS SCALE automatically creates and attaches a screenshot. Turn off the toggle to submit feedback without an image. When off, the window displays Attach image (optional) as an alternative. Click Choose File to attach an existing screenshot.

The Status of TrueCommand TrueCommandIcon icon lets users sign up with and connect to TrueCommand Cloud.

Clicking Signup opens the TrueCommand sign-up page in a new tab.

After users sign up, they can click the Connect button and enter their API key to connect SCALE to TrueCommand Cloud.

TrueNAS displays a message telling users to check their email for verification instructions.

The Directory Services Monitor info icon button displays the status of Active Directory and LDAP services.

Click on either service to go to its configuration screen.

The Jobs assignment icon button displays all running and failed jobs/processes. Users can see minimized jobs/processes here.

Users can minimize a job/process by clicking the - in any dialogue or pop-up window.

Click on a running task to display a dialog for that running task.

You can abort active jobs (like a disk wipe for example) by clicking the white circled X next to the active job.

Click the History button to open the Tasks screen. Tasks lists all successful, active, and failed jobs. Users can also click View next to a task to view its log information and error message.

For more information, see Tasks Screens.

The Alerts notifications icon displays a list of current alert notifications. To remove an alert notification click Dismiss below it or use Dismiss All Alerts to remove all notifications from the list.

Use the settings icon to display the Alerts dropdown list with two options: Alert Settings and Email.

Select Alert Settings to add or edit existing system alert services and configure alert options such as the warning level and frequency and how the system notifies you. See Alerts Settings Screens for more information.

TrueNAS Enterprise
The Alert Settings Screens article includes information about the SCALE Enterprise high availability (HA) alert settings.

Select Email to configure the method for the system to send email reports and alerts. See Setting Up System Email for information about configuring the system email service and alert emails.

The Settings account_circle icon opens a dropdown list of options for passwords, API keys, and TrueNAS information.

Click on the Change Password dialpad icon button to display the change password dialog where you can enter a new password for the currently logged-in user.

Click on the visibility_off icon to display entered passwords. To stop displaying the password, click on the visibility icon.

Click on API Keys laptop to add an API key. API keys identify an outside resource or application without a principal. For example, when adding a new system to TrueCommand you are required to add an API key to authenticate the system. Use this function to create an API key for this purpose.

Click API Docs to access the API documentation portal with information on TrueNAS SCALE API commands.

See API Keys for more information on adding or managing API keys.

Click on Guide library_books to open the TrueNAS Documentation Hub in a new tab.

Click on About to display the information window with links to the TrueNAS Documentation Hub, TrueNAS Community Forums, FreeNAS Open Source Storage Appliance GitHub repository, and iXsystems home page.

Click the Power power_settings_new button to open the dropdown list of power options. Options are Log Out which logs you out of the SCALE UI but does not power off the system, Restart which logs you out of the SCALE UI and restarts the server, or Shut Down which logs you out of the SCALE UI and powers off the system as though you pressed the power button on the physical server.

Managing Sessions

The Power icon power_settings_new on the right side of the top toolbar gives access to three power related settings. Log Out ends the session and returns to the UI sign-in screen. This does not affect system power. Restart power-cycles the system. Shut Down turns the system off.

To monitor and manage all active sessions, go to System Settings > Advanced.

The Sessions widget displays a list of all active sessions, including the user who initiated the session and what time it started. It also displays the Token Lifetime setting for your current session. It allows administrators to manage other active sessions and to configure the token lifetime for their account.

The Terminate Other Sessions button ends all sessions except for the one you are currently using. You can also end individual sessions by clicking the logout button next to that session. You must check a confirmation box before the system allows you to end sessions.

The logout button is inactive for your current session and active for all other current sessions. It cannot be used to terminate your current session.

Token Lifetime displays the configured token duration for your current session (default five minutes). TrueNAS SCALE logs out user sessions that are inactive for longer than that user’s configured token setting. New activity resets the token counter.

If the configured token lifetime is exceeded, TrueNAS SCALE displays a Logout dialog with the exceeded ticket lifetime value and the time that the session is scheduled to terminate.

Click Extend Session to reset the token counter. If the button is not clicked, the TrueNAS SCALE terminates the session automatically and returns to the log in screen.

Click Configure to open the Token Settings screen and configure Token Lifetime for the current account.

Select a value that fits your needs and security requirements. Enter the value in seconds.

The default lifetime setting is 300 seconds, or five minutes.

The minimum value allowed is 30 seconds.

The maximum is 2147482 seconds, or 24 days, 20 hours, 31 minutes, and 22 seconds.

Click Save.

Next Steps

Now that you can access the TrueNAS SCALE web interface and see all the management options, you can begin configuring your system!

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