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Installation#

Pre-installation Checklist

Main Items

  • Site Survey completed and approved by VergeOS
  • ISO downloaded and installed on a USB drive
  • Encryption Key USB prepared (if enabling encryption)
  • Nodes powered up with ISO booted to the VergeOS Install screen
  • Crash cart ready, if applicable
  • Remote screen share capability or remote IPMI access (via WAN or VPN)

Hardware

  • Hardware burn-in completed
  • All drives set up for JBOD (No RAID)
  • BIOS configured to the proper boot settings (Legacy / Dual / UEFI)
    • Note: UEFI is required if all drives are NVMe
  • Redundant power supplies connected and set up (recommended)
  • IPMI ports patched and configured
  • IPMI setup tested and configured
  • Latest IPMI firmware installed (recommended)
  • Remote console capability tested via IPMI (in case of licensing issues)

Network

  • All switches online and tested
  • All cables patched and connected
  • All VLANs configured (core and external)
  • All switch ports configured (core and external)
  • Minimum of 2 NICs per node with connections to separate switches
  • Correct supported SFP modules in use (if applicable)
  • IP addresses validated and available

Document Information

  • Last Updated: 2024-08-29
  • vergeOS Version: 4.12.6

Creating Bootable Installation Media

This guide explains how to create a bootable USB to install VergeOS on different operating systems.

Windows

  1. Download the VergeOS installation ISO from https://updates.verge.io/download.

  2. Insert a USB drive into your computer.

    Warning

    This USB drive will be overwritten.

  3. Download and launch Rufus from https://rufus.ie/en/.

  4. In Rufus:

    • Select your USB device under Device.
    • Click the Select button and choose the VergeOS installation ISO.
    • Click Start.

  5. Choose ISO mode when prompted by Rufus, then select DD mode to proceed.

    It is critical to choose DD mode during this step. Selecting the wrong mode can result in an unbootable USB drive

  6. Rufus will begin creating the bootable USB. Once complete, your USB is ready to be used for VergeOS installation.

macOS

  1. Download the VergeOS installation ISO from https://updates.verge.io/download.

  2. Insert a USB drive into your computer.

    Warning

    This USB drive will be overwritten.

  3. Download and install BalenaEtcher from https://www.balena.io/etcher/.

  4. Launch BalenaEtcher and:

    • Click Flash from file, and select the VergeOS ISO.
    • Select the target USB disk (be careful not to select hidden drives).
    • Click Flash! to start the process.

  5. Once the flashing process is complete, your USB drive will be ready to boot and install VergeOS.

Linux Mint

  1. Download the VergeOS installation ISO from https://updates.verge.io/download.

  2. Insert a USB drive into your computer.

    Warning

    This USB drive will be overwritten.

  3. Using Mint’s file browser, navigate to the downloaded ISO file:

    • Right-click the ISO and choose Make bootable USB stick.
    • In the USB Image Writer, select the USB media to write the installation file to.
    • Authenticate with your admin password when prompted.
    • Click Authenticate to start writing the ISO to the USB drive.

  4. Once the process is finished, your bootable USB stick will be ready for VergeOS installation.

By following these steps for your specific operating system, you'll have a bootable USB ready to install VergeOS on your server.

Document Information

  • Last Updated: 2024-08-29
  • vergeOS Version: 4.12.6