Preparing for SCALE UI Configuration

Physical Access IPMI Access Network Access SMTP Access Directory Service Access SCALE users installing and configuring SCALE on their own servers should use the information in this article to prepare for their SCALE system deployments. Support options available to assist you include the TrueNAS community forums, blog, Discord, and tutorials documented in the TrueNAS Documentation Hub. If you are not the administrator responsible for network access in your company, contact your network administrator for assistance.
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Using Rootless Login

The initial implementation of TrueNAS SCALE rootless log in permits users to use the root user but encourages users to create the local administrator account when first installing SCALE. 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.
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Preparing for SCALE UI Configuration (Enterprise)

Required Access and Information Physical Access IPMI Access Network Access SMTP Access Directory Service Access TrueNAS Enterprise SCALE Enterprise customers, or those that purchased systems and service contracts from iXsystems, should use the information in this article to prepare for their SCALE system deployments. The iXsystems Support department provides assistance with the configuration areas documented in this section. Contacting Support expand Customers who purchase iXsystems hardware or that want additional support must have a support contract to use iXsystems Support Services.
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Preparing for SCALE UI Configuration (Home Users)

Physical Access IPMI Access Network Access SMTP Access SCALE users installing and configuring SCALE on their home server should follow the instructions in this article to prepare for their SCALE system deployment. Support options available to assist you include the TrueNAS community forums, blog, Discord, and tutorials documented in the TrueNAS Documentation Hub. Home users obtaining network equipment and Internet service access from either an Internet or cable service provider, can contact those support departments for assistance with SMTP and some network configuration addresses such as default gateways or DNS name server addresses.
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AFP Migration

Migrating AFP Shares Connecting Migrated Shares Since the Apple Filing Protocol (AFP) for shares is deprecated and no longer receives updates, it is not in TrueNAS SCALE. However, users can sidegrade a TrueNAS CORE configuration into SCALE, so TrueNAS SCALE migrates previously-saved AFP configurations into SMB configurations. Migrating AFP Shares To prevent data corruption that could result from the sidegrade operation, in TrueNAS SCALE, go to Windows (SMB) Shares, select the more_vert for the share, then select Edit to open the Edit SMB screen.
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Preparing to Migrate TrueNAS CORE to SCALE (Enterprise HA)

What can or cannot migrate? Before Migrating to SCALE TrueNAS Enterprise High Availability (HA) systems cannot migrate directly from CORE to SCALE. Enterprise customers with HA systems should contact iXsystems Support before attempting any migration. iXsystems Support expand Customers who purchase iXsystems hardware or that want additional support must have a support contract to use iXsystems Support Services. The TrueNAS Community forums provides free support for users without an iXsystems Support contract.
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Importing a Pool

ZFS pool importing works for pools that are exported or disconnected from the current system, those created on another system, and for pools you reconnect after reinstalling or upgrading the TrueNAS system. The import procedure only applies to disks with a ZFS storage pool. Do I need to do anything different with disks installed on a different system? expand When physically installing ZFS pool disks from another system, use the zpool export poolname command in the Linux command line or a web interface equivalent to export the pool on that system.
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Migrating TrueNAS CORE to SCALE (Enterprise HA)

Moving an HA system from CORE to SCALE TrueNAS Enterprise High Availability (HA) systems cannot migrate directly from CORE to SCALE. Enterprise customers with HA systems should contact iXsystems Support before attempting any migration. iXsystems Support expand Customers who purchase iXsystems hardware or that want additional support must have a support contract to use iXsystems Support Services. The TrueNAS Community forums provides free support for users without an iXsystems Support contract.
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Configuring SCALE Using the UI

Enterprise Licenses and Proactive Support Setting Up Networking Adding Network Interfaces Adding Aliases or Static IP Addresses Setting Up Storage Setting the System Dataset Setting Up Shares Configuring System Services Setting Up SMART Testing Setting Up Backup Solutions Data Storage Backup Solutions Checking System Alert Settings and Services Setting Up Directory Services Using Enclosure Management Using Applications in SCALE Updating SCALE TrueNAS Enterprise iXsystems TrueNAS Enterprise customers should contact iXsystems Support when their systems arrive to receive additional guidance on their next steps.
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Component Naming

Disks Interfaces TrueNAS SCALE incorporates all the major TrueNAS CORE storage and sharing features with a web interface based on Debian GNU/Linux. Because SCALE shares the same UI as the FreeBSD-based TrueNAS CORE, users might notice there are similarities. However, SCALE does incorporate some differences, primarily in component naming. Disks TrueNAS Core utilizes a numerical listing of drives in a system. TrueNAS SCALE uses a lettered format for drive identification.
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