TrueNAS Scale Setup Guide on Proxmox

Install/Upgrade

1. Select the boot device (should be at least 16 GB).
2. Select YES to erase all partitions.
3. Select admin. (root is depricated and not recommended)
4. Set the admin password.
5. Select YES for boot via UEFI.
6. Complete the installation.
7. Reboot, or shutdown to remove installation media.

Basic Pool Setup

1. Navigate to the Web UI

   • Access the web UI using the on-screen IP address.

2. Create a Storage Pool

   • Click Storage in the sidebar.
   • Click Create Pool.
   • Specify a name for the pool.
   • Click Next.

3. Configure Pool Layout

   • For Layout, select Mirror.
   • If the disks are identical, Automated Disk Selection should select the correct disks.
   • Otherwise, select Manual Disk Selection:
     • Click Add in the top right.
     • Drag and drop your disks from the left pane into the MIRROR area.
     • Click Save Selection.

4. Review and Save

   • Click Save And Go To Review, unless you want a more advanced setup (not covered here).
   • Click Create Pool.

Create Datasets

1. Click Datasets in the sidebar.

2. Click Add Dataset on the right side.

   To create a dataset at the root of the storage pool, ensure you select the pool before creating a dataset.

3. Specify a name.

4. Select SMB for Dataset Preset.

5. Under Advanced Options:

   • Set sync to Disabled and Click OK when prompted. Faster performance, at the cost of losing the last 5 sec of data upon crash/power loss.
   • Leave the rest default.

   Optional:

   • Quota: Limits the maximum capacity of the Dataset.
   • Record Size: For larger files, choose a larger record size (1M is most efficient).

6. Click Save.

Create Local Users and Groups

1. Click Credentials in the sidebar.

2. Click Local Groups.

3. Click Add on the right of the screen.

   • Specify a name for the group, e.g., HomeUsers.
   • Select Samba Authentication.
   • Click Save.

4. Click the Credentials tab again and click Local Users.

5. Click Add on the right of the screen.

   • Give the user a name, email (optional), and set a password.
   • Untick Create New Primary Group.
   • Set the Primary Group field to the previously created group, e.g., HomeUsers.
   • Click Save.

   Home Directory Setup

   • For Home Directory, navigate to the HomeShare dataset. Home Directory is covered here later on in the documentation.
   • Check Create Home Directory.
   • Ensure Samba Authentication is selected.
   • Click Save.

If Samba is not already running

1. Click on System Settings in the sidebar.

2. Click Services.

3. Tick Running and select Start Automatically for the SMB service.

   Optional:

   • On the right side of the screen, click the pen icon for SMB.
   • Provide/Change the NetBIOS Name to your liking.
   • Provide/Change the Description.

4. Click Save.

If Samba is already running

NOTE: If you set up the Dataset with the SMB preset, you will not have to create an SMB share.

1. Click Shares in the sidebar.

2. Click Add in the Windows (SMB) Shares section.

3. Select a dataset to share.

4. Provide a share name. It is recommended to keep it the same as the dataset name.

   For Home Share use

   • For Purpose, select Private SMB Dataset and Shares. Under Advanced Options:
     • Uncheck Browsable to Network Clients.
     • Check Use as Home Share.

5. Click Save to create the share.

   Configure Filesystem ACL

   1. Still inside Shares and the Windows (SMB) Shares section, click the shield icon.
   2. Inside the ACL editor, remove Group - builtin_users and Group - builtin_administrators.
   3. Click Add Item:
      • On the right side under Who, select Group.
      • For Group, select the group that you created earlier, e.g., HomeUsers.
      • On the left side, check Apply permissions recursively.
      • Check Confirm and Continue in the dialog.
      • Click Save Access Control List.

   Enable the SMB service if prompted.