IC OS Installation Runbook - Supermicro

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 check the Possible Node Onboarding Errors page.

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

Download the IC-OS ISO image here:
https://download.dfinity.systems/blessed/ic/5c25ebfc0cc26a9c90e7fd7455d6bf8936a879d1/setup-os/disk-img/disk-img.tar.gz
Download the corresponding checksum here:
https://download.dfinity.systems/blessed/ic/5c25ebfc0cc26a9c90e7fd7455d6bf8936a879d1/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

Open the Terminal and type:
```
diskutil list
```
The diskutil command simply shows all available drives. Verify the drive that identifies your USB stick.
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/disk.img of=/dev/sda
```

Linux / Ubuntu

Open the Terminal and type
```
blkid
```
The blkid command simply shows all available drives. Verify the drive that identifies your USB stick.
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/disk.img of=/dev/sda
```

Windows

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

IV. Add configuration

Mac OS X

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

Windows

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

Linux

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.
Double-click to open it in KWrite.
Insert your IPv6 prefix, subnet and gateway.
Once done, don’t forget to save the changes. If you need help, please do not hesitate to contact the Internet Computer Association.

V. Connect Crash Cart

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

VI. UEFI - Enter Setup

Reboot or power on the server.
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.
If your option is recognized by the system, it will say: Entering Setup…

VII. UEFI - Advanced Settings

Change to the Advanced menu. Then select Boot Feature and press enter
Set Wait For "F1" If Error to Disabled ; press ESC (escape) to return to previous menu
Select ACPI Settings and press enter
Set PCI AER Support to Enabled ; set NUMA Nodes Per Socket to NPS0 ; press ESC (escape) to return to previous menu
Select CPU Configuration and press enter
Set SMEE to Enabled; press ESC (escape) to return to previous menu
Select NB Configuration and press enter
Set 4-link xGMI max speed to Auto; press ESC (escape) to return to previous menu
Select PCIe/PCI/PnP Configuration and press enter
- 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

VIII. UEFI - Boot Settings

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

IX. Booting the USB image

Please remember to check the Possible Node Onboarding Errors page if you encounter any errors onboarding.

Watch for the screen with the Supermicro logo and boot options underneath it. Press F11 a couple of times, once the options are listed.
If your option is recognized by the system, it should be saying Invoking Boot Menu
In the Boot Menu, select the first partition on the USB device and press enter
Please wait while the USB Installer is booting up. This process can take up to 3 minutes.
The IC-OS installation starts. Please keep an eye on the progress. This part can take up to 8 minutes. Please remember to check the Possible Node Onboarding Errors page if you encounter any errors.
Once you get asked to insert the HSM, please remove the keyboard and instead insert the HSM USB device.
If the installation finished successfully, it will initiate a reboot. Please do not unplug the USB stick or HSM USB device at this point.

X. First Boot

Please remember to check the Possible Node Onboarding Errors page if you encounter any errors onboarding. *Do NOT re-try the onboarding after proceeding to this section, as this can cause duplication within the registry.

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.
Once you see this message, you may unplug the HSM USB device, USB stick and VGA/Video. Your machine successfully joined the Internet Computer.

Return to the Onboarding Document