IC OS Installation Runbook - Supermicro

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This runbook covers all steps necessary to install the Internet Computer Operating System (hereinafter called IC-OS).

The physical machine is expected to be racked and stacked according to the respective manual.

In case you encounter any issues during the installation process, we kindly ask you to send an email with the error message to: [email protected]

Many thanks for your efforts in building the Internet Computer.

Requirements

  • A USB (3.0 speed that can hold at least 4GB) to put the image file on (Faster USBs will allow the process to go much faster.)
  • The Nitrokey HSM for your data center.
  • A USB hub is helpful at some data centers, so you may wish to have one available.

I. Download installation image

  1. Download the IC-OS ISO image here:
    https://download.dfinity.systems/blessed/ic/49b95be3da8d63e6c8493b9b1865733c24f33617/setup-os/disk-img/disk-img.tar.gz
  2. Download the corresponding checksum here:
    https://download.dfinity.systems/blessed/ic/49b95be3da8d63e6c8493b9b1865733c24f33617/setup-os/disk-img/SHA256SUMS

II. Verify checksum and unarchive file

Mac OS X

  • Open the Terminal and type:
    shasum -a 256 ~/Downloads/disk-img.tar.gz
    
  • Compare the calculated checksum with the file downloaded in the previous step. Warning: Only continue if they are identical, otherwise please contact the Internet Computer Association.
  • Open the Terminal and type:
    tar xzvf ~/Downloads/disk-img.tar.gz
    

Linux / Ubuntu

  • Open the Terminal and type:
    sha256sum ~/Downloads/disk-img.tar.gz
    
  • Compare the calculated checksum with the file downloaded in the previous step. Warning: Only continue if they are identical, otherwise please contact the Internet Computer Association.
  • Open the Terminal and type:
    tar xzvf ~/Downloads/disk-img.tar.gz
    

Windows

  • Open PowerShell and type:
    Get-FileHash -Algorithm SHA256 .\Downloads\disk-img.tar.gz
    
  • Compare the calculated checksum with the file downloaded in the previous step. Warning: Only continue if they are identical, otherwise please contact the Internet Computer Association.
  • Open PowerShell and type:
    tar xzvf .\Downloads\disk-img.tar.gz
    

All Operating Systems

  • Compare the calculated checksum with the one provided by the DFINITY foundation. Only continue if they are identical, otherwise please contact the DFINITY foundation.

III. Create Bootable USB Stick

Mac OS X

  1. Open the Terminal and type:
    diskutil list
    
  2. The diskutil command simply shows all available drives. Verify the drive that identifies your USB stick.
  3. In this next command, edit /dev/sda if needed so that it refers to your USB stick and not any other drive. Warning: You risk losing your own data if you specify a wrong drive.
    dd if=~/Downloads/setup-os_<version>.img of=/dev/sda
    

Linux / Ubuntu

  1. Open the Terminal and type
    blkid
    
  2. The blkid command simply shows all available drives. Verify the drive that identifies your USB stick.
  3. In this next command, edit /dev/sda if needed so that it refers to your USB stick and not any other drive. Warning: You risk losing your own data if you specify a wrong drive.
    dd if=~/Downloads/setup-os_<version>.img of=/dev/sda
    

Windows

  1. Download Rufus Portable from: https://rufus.ie/en/
  2. Start Rufus
  3. Select the USB stick under device and select the previously downloaded IC-OS disk image and press start
    screenshot
  4. You may see some warnings. Make sure you don't have any other USBs in your computer and chose OK
    screenshot
    screenshot
  5. The "Ready" bar will go from left to right as it completes.

IV. Add configuration

Mac OS X

  1. Open Finder. You should now be able to see the CONFIG partition. If it's not visible, remove the USB and insert it again.
    screenshot
  2. Double-click to open it in TextEdit.
  3. Insert your IPv6 prefix, subnet and gateway.
    screenshot
  4. Once done, don’t forget to save the changes. If you need help, please do not hesitate to contact the Internet Computer Association.
    screenshot

Windows

  1. Open the Disk Management utility with a right click on the Start menu
    screenshot#:
  2. Right click the CONFIG partition
  3. Select Change drive letter or paths...
    screenshot
  4. Select any letter from the drop-down list
    screenshot
  5. Click OK.
  6. You should now be able to see the CONFIG partition in your Windows Explorer. Select the config.ini configuration file
    screenshot
  7. Click on Edit to open it.
  8. Insert your IPv6 prefix, subnet and gateway.
    screenshot
  9. Once done, don’t forget to save the changes. If you need help, please do not hesitate to contact the Internet Computer Association.
    screenshot

Linux

  1. Open the File Manager. You should now be able to see the CONFIG partition. If it's not visible, remove the USB and insert it again.
    screenshot
  2. Double-click to open it in KWrite.
  3. Insert your IPv6 prefix, subnet and gateway.
    screenshot
  4. Once done, don’t forget to save the changes. If you need help, please do not hesitate to contact the Internet Computer Association.
    screenshot


V. Connect Crash Cart

  1. In order to configure the UEFI and initiate the installation of the IC-OS, please connect a crash cart to the physical machine.
  2. Plug-in the VGA/Video, keyboard and IC-OS USB stick
    screenshot

VI. UEFI - Enter Setup

  1. Reboot or power on the server.
  2. Watch for the screen with the Supermicro logo and boot options underneath it. Press DEL (delete) a couple of times, once the options are listed.
    screenshot
  3. If your option is recognized by the system, it will say: Entering Setup…
    screenshot

VII. UEFI - Advanced Settings

  1. Change to the Advanced menu. Then select Boot Feature and press enter
    screenshot
  2. Set Wait For "F1" If Error to Disabled ; press ESC (escape) to return to previous menu
    screenshot
  3. Select ACPI Settings and press enter
    screenshot
  4. Set PCI AER Support to Enabled ; set NUMA Nodes Per Socket to NPS0 ; press ESC (escape) to return to previous menu
    screenshot
  5. Select NB Configuration and press enter
    screenshot
  6. Set 4-link xGMI max speed to Auto; press ESC (escape) to return to previous menu
    screenshot
  7. Select PCIe/PCI/PnP Configuration and press enter
    screenshot
    • Set SR-IOV Support to Enabled; Set NVMe Firmware Source to AMI Native Support; Set M.2 (ACPI) Firmware Source to AMI Native Support; Press ESC (escape) to return to previous menu
    screenshot

VIII. UEFI - Boot Settings

  1. Change to the Boot menu; Set Boot Mode Select to UEFI
    screenshot
    • Change to Save & Exit menu, then select Save Changes and Reset and press enter
    screenshot
  2. Select Yes and press enter. The system will now reboot. Please do not unplug the IC-OS USB stick at this point.
    screenshot

IX. Booting the USB image

  1. Watch for the screen with the Supermicro logo and boot options underneath it. Press F11 a couple of times, once the options are listed.
    screenshot
  2. If your option is recognized by the system, it should be saying Invoking Boot Menu
    screenshot
  3. In the Boot Menu, select the first partition on the USB device and press enter
    screenshot
  4. Please wait while the USB Installer is booting up. This process can take up to 3 minutes.
    screenshot
  5. The IC-OS installation starts. Please keep an eye on the progress. This part can take up to 8 minutes. If you encounter any issues, please send an email with the error message to: [email protected]
    screenshot
  6. Once you get asked to insert the HSM, please remove the keyboard and instead insert the HSM USB device.
    screenshot
  7. If the installation finished successfully, it will initiate a reboot. Please do not unplug the USB stick or HSM USB device at this point.
    screenshot

X. First Boot

  1. The first boot of the IC-OS still requires the HSM USB device. Please wait until further instructions. This step can take up to 2 minutes.
    screenshot
  2. Once you see this message, you may unplug the HSM USB device, USB stick and VGA/Video. Your machine successfully joined the Internet Computer.
    screenshot

Return to the Onboarding Document