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Using the Advanced Installation Method

Note: This topic applies to the Inverness Release.

Note: If you have purchased Smoothwall appliances, you do not need to install the software separately. All appliances are shipped with the software installed.

You use the advanced installation method to install those drivers needed for your hardware, setup swap partitions, or use configuration from a previous installation for restoration or failover purposes.

The following procedure is suitable for both Software Secure Web Gateway (SWG) and Software Unified Threat Management (UTM):

Note: Installing will ERASE ALL DATA from the computer’s hard disk / storage device. This includes any inserted USB storage device. Ensure that all valuable data is safely backed up before you continue.

1. Insert the installation CD into the CD-ROM drive and reboot the computer.
2. Press ENTER.
3. When the installation program has initialized the drivers, you are prompted to choose whether to install using the advanced mode.

4. Press the space bar to access the advanced installation options.
5. Press ENTER to continue.
6. If you are not installing drivers, select Done, press ENTER and go to step 7.

If you are installing on a computer which requires non-standard drivers, you are prompted to install them now.

a. Select the medium on which the drivers are stored.
b. Select Ok and press ENTER.
c. Insert the medium into the appropriate drive and press ENTER. The installation program loads the drivers.
d. Press ENTER. to complete the driver installation.
e. Repeat the above until all drivers are installed.

To continue, select Done and press ENTER.

7. If more than one hard disk or storage device is detected, you are prompted whether to enable software mirroring.

To enable software RAID 1 support, select Yes and press ENTER. Continue the installation at step 8.

Note: When using a hardware RAID device, the first volume on the first detected RAID card is used. This is typically set up by RAID BIOS.

To skip RAID support, select No and press ENTER to continue.

a. If you said No to RAID 1 support, you can choose whether to use the second disk as a separate store for log files. This is useful if the two disks are different sizes — the bigger disk should be used to store log files, with the smaller disk for the operating system.

This also works in hardware RAID setups. For example, volume 1: 2 disks in Mirror (OS) and volume 2: 4 disks in RAID5 (Logging).

8. You are prompted whether to create swap partitions. Select Cancel to skip this step.

To create a swap partition, select Minimal swap partition and select Ok.

Configure the following additional options:

Log to RAM Disk — By default, all logs are stored on the local hard disk. Selecting this option stores the logs in RAM to reduce disk storage requirements.

Note: Logs are lost at reboot when operating in this mode. RAM disk logging uses a maximum of half of the system’s RAM. RAM disk logging is not recommended for systems with less than 128MB of RAM.

Minimal swap partition — Select this option to reduce swap partition requirements.

Select Ok to continue.

9. Select Ok again to proceed with the installation.

Note: Continuing will ERASE ALL DATA from the computer’s hard disk / storage device. This includes any connected USB storage device. Ensure that all valuable data is safely backed up before you continue.

This screen is the last opportunity you have to cancel the installation before data is erased. Smoothwall cannot be held responsible for any loss of data.

The installation program continues with the core installation.

10. From the modules screen, select the modules you want to install:
11. Select Ok and press ENTER to continue.
12. The Smoothwall continues with the installation. When complete, you are prompted to reboot.

Press ENTER.

13. Once the reboot has completed, you are prompted whether to restore an existing archive.

To skip archive restoration, select No and press ENTER to continue. Go to step 17.

Else, select Yes and press ENTER to continue.

14. Select the media type where the archive is located:
CDROM — Migrate or restore settings using an archive stored on a CD.
Floppy disk — Migrate or restore settings using an archive stored on a floppy disk.
USB storage media — Migrate or restore settings using an archive stored on USB media

Note that the media type options are dependent on those available to your chosen hardware platform.

Press ENTER.

15. Insert the media containing the archive of migration settings. Select Ok and press ENTER.
16. Select the relevant archive. Select Ok and press ENTER.

The Smoothwall restores the configuration.

17. Choose your keyboard layout, using the spacebar to display the keyboard options, and the arrow keys to move up and down the list.

Select Next and press ENTER to continue.

18. Configure a valid hostname for your Smoothwall. We recommend that you only use lowercase characters in the hostname.

The default hostname is smoothwall.local, however, if there are multiple Smoothwalls, you must identify them using unique hostnames.

If this Smoothwall instance is going to integrate within an existing network infrastructure that uses domain name structuring, enter a fully qualified hostname that is appropriate to the system’s position within the hierarchy.

19. Select Next and press ENTER to continue.
20. You are prompted to configure the interface used by the administration user interface to access the Smoothwall. You configure all other interfaces separately — see Working with Interfaces and Roles .

Highlight the relevant Network Interface Card (NIC), and press ENTER to continue.

21. Enter the following information:
IP address — The IP address of your Smoothwall’s NIC on your internal network.
Subnet mask — The subnet mask used in conjunction with the internal IP address to define the network that this NIC belongs to.
Gateway — If a gateway is required, press the spacebar to display the gateway menu.
a. Select Enter an IP address.
b. Enter the IP address of the gateway that your Smoothwall should use.

Select Next and press ENTER to continue.

22. If you have a Software UTM serial, skip to step 23.

If you have a Software SWG serial, you are prompted to configure the Domain Name Services (DNS) servers:

Primary DNS — The IP address of the primary DNS server. This DNS server is used to resolve hostnames to IP addresses.

If this Smoothwall instance is going to be integrated into an existing DNS infrastructure, such as when using an Active Directory server, enter the IP address of the appropriate DNS server within the existing infrastructure.

Secondary DNS — Optionally, configure the IP address of a secondary DNS server.

Select Next and press ENTER to continue.

23. You are prompted to configure passwords for the administration user accounts.

Enter a strong password for your Smoothwall’s admin account used to access the administration user interface. Confirm the password in the Again box.

24. Select Next and press ENTER.
25. You are prompted to configure passwords for the root user account.

Enter a strong password for your Smoothwall’s root account used to access the administration user interface. Confirm the password in the Again box.

26. Select Next and press ENTER.
27. Your Smoothwall now reboots to complete the installation.

After rebooting, you can access your Smoothwall from a network client running a web browser — see Accessing the Smoothwall .