Tip

This is the documentation for the 24.06 version. Looking for the documentation of the latest version? Have a look here.

Installation

Use the following instructions to install TNSR 24.06 from an ISO image. Ensure that the target hardware meets the minimum specifications for a TNSR Supported Platform.

Note

These instructions have changed in TNSR 22.02 as the base OS for new installations is now Ubuntu.

Installation Process

  1. Obtain the TNSR .iso image file from Netgate®.

  2. Write the .iso image to bootable media (DVD or USB drive) for hardware installations, or copy the .iso image to a location readable by the hypervisor for virtual machine installations.

    Note

    The installation ISO is a hybrid image that works when written directly to either optical media or a USB drive. When writing to a USB drive, the best practice is to use Etcher as described in the Create Flash Media reference document.

  3. Connect to the system or VM console.

    Note

    The installer supports both VGA and serial console output, with VGA as the default.

  4. Check the TNSR Supported Platform documentation for notes about options which must be set before booting, for example in the system BIOS/UEFI, Hypervisor, or VM guest settings.

  5. Insert or attach the boot media to the target system.

  6. Boot the system using the TNSR image.

    Note

    If the optical drive or removable media is not set as the primary boot device for the hardware, then use the system boot menu to manually select the boot device.

    Warning

    The Netgate 5100 must boot the TNSR installation media with UEFI. Use the boot menu to select the UEFI choice for the USB installation media.

  7. The installer may display its own boot menu depending on the boot method.

    • Press any key, such as space, to stop the automatic boot timer

    • Highlight the Install TNSR option and press Enter

    Note

    If the installer does not present this menu, continue ahead to the next step.

    ../_images/tnsr-install-1.png

    Installation Media Boot Menu

    Note

    If the console does not display a visual indication of which item is selected, reboot the device and use the BIOS boot selection menu to choose UEFI as the boot method. For example, on the Netgate 5100, press Esc during POST to access this menu, and of the two entries in the menu for the USB drive, choose the line that starts with UEFI:.

  8. Wait for the installer to launch. It may take a minute or two for the installer to load and display a selection menu.

  9. If the system booted using a serial console, the installer will prompt to continue in either Rich or Basic mode. The exact choice depends on the serial client (e.g. GNU screen can use rich mode), but when in doubt, Basic mode is a safer choice.

  10. Once the installer launches it displays a language selection menu

    • Select the language (e.g. English) and press Enter

  11. Set the keyboard configuration (optional)

    • Select a different Layout and/or Variant if the default selection is incorrect

    • Select Done and press Enter

  12. Configure network interfaces

    The network setup screen defaults to having all interfaces disabled so TNSR can use them, however, using a host management interface is important so the best practice is to enable one interface for host OS control.

    Pick one interface for host management and enable it for host OS control:

    • Select the interface

      • Select Edit IPv4

      • Set IPv4 Method to Automatic (DHCP)

        Alternately, choose Manual and enter static address settings

      • Select Save

    ../_images/tnsr-install-2.png

    Network configuration screen with one management interface

    • Repeat that process for any additional interfaces which should remain under host control

    • Wait for the network configuration to complete (e.g. DHCP may take a few moments to obtain an address on enabled interfaces)

    • Select Done and press Enter

    • Enter proxy information if needed, otherwise select Done and press Enter

    • Choose an alternate mirror if desired, then select Done and press Enter

    Note

    TNSR automatically migrates host network settings created by the installer into the TNSR configuration which allows TNSR to manage the host network instead.

    See also: Host Interfaces, Host Interface Static Routes.

  13. Configure storage

    By default the installer will choose to use the entire disk with Guided storage configuration, which is the best practice as it is automated and is the most likely method to result in a correct disk layout.

    • Select the appropriate disk (e.g. on Netgate 5100, select the M.2 disk)

    • Adjust other settings if needed

    • Select Done and press Enter

    • Review the filesystem layout and make changes if desired

    • Select Done and press Enter

    • Select Continue and press Enter to confirm overwriting the disk

    See also

    See Installing TNSR Using Software RAID for information on installing to multiple disks using software RAID.

  14. Profile setup

    This screen configures the first user for the system, which is also an administrator. This is used for host management and is separate from the default tnsr user. This screen also sets the system hostname (not domain).

    • Enter full name for the user

    • Enter the Hostname for this router (without domain)

    • Enter the username

    • Enter and confirm the password for the user

    • Select Done and press Enter

  15. Wait for the install to finish, which can take some time to complete as the installer attempts to download and apply any pending updates to Ubuntu along the way.

  16. Select Reboot Now and press Enter

  17. Remove the installation media

  18. Press Enter

    Note

    Some platforms such as the Netgate 5100 will install correctly but may fail to reboot on their own at the end of the installation process. If this happens, reboot the device by holding in the power button until it turns off then press the button again to turn it back on. Alternately, remove and reapply power to the device.

  19. After the system finishes rebooting, log in with the user and password chosen during the installation.

    Note

    The custom user setup in the installer does not have access to TNSR by default. Login as the tnsr user directly or use sudo -u tnsr clixon_cli to get into the TNSR CLI, then add this user to the admin group in NACM (NETCONF Access Control Model (NACM)).

Post-Installation Tasks

Configure Interfaces

Once the system reboots, network interfaces not configured in the installer will be disabled in the operating system. Depending on the hardware, these interfaces may automatically be enabled in TNSR. If TNSR does not see any interfaces, they will need to be manually configured in TNSR.

See also

See Setup NICs in Dataplane for details.

Check for Updates

Once the Host OS is capable of reaching the Internet, check for updates (Updates and Packages) before proceeding. This ensures the security and integrity of the router before TNSR interfaces are exposed to the Internet.

Configure the time zone

The Ubuntu installer does not offer to set the time zone, but it is easy to configure from the shell when the system is running.

Login as the user setup during the installation process and run the following command:

$ sudo dpkg-reconfigure tzdata

This starts the time zone configuration interface:

  • Select the geographic area in which this router resides (e.g. America)

  • Press Enter

  • Select a city or region in the same time zone as this router (e.g. Chicago)

  • Press Enter

After selecting a zone, the interface prints the new time zone as well as the current date and time in the new zone as well as UTC.

Hardware-Specific Information

Before continuing on, check the next section for hardware-specific installation guidance. Certain hardware may require additional configuration before it is usable by TNSR.