Installing TrueNAS Scale

TrueNAS SCALE is an open-source, Debian-based NAS (Network Attached Storage) operating system, designed for scalability, sharing, and protection of data. It's a versatile platform suitable for personal, small-business, and enterprise-level applications. In this blog post, we'll walk you through the step-by-step process of installing TrueNAS SCALE on a new PC, turning it into a powerful storage solution.

Step 1: Check System Requirements

Before starting, ensure your hardware meets the minimum system requirements for TrueNAS SCALE:

  • 64-bit processor: Most modern CPUs will suffice.
  • Minimum 8GB RAM: More is recommended for better performance, especially if you plan to run additional services.
  • Boot drive: At least 16GB of space. A USB drive can work at a push, but an SSD is recommended for reliability.
  • Network interface: For connecting to your network.
  • Storage drives: For your data storage needs a minimum of two identically-sized devices for a single storage pool. TrueNAS SCALE supports a wide range of configurations

These are minimum requirements and for a serious system you will need to exceed these. A full discussion of the hardware requirements can be found here.

Step 2: Download TrueNAS SCALE

  1. Visit the official TrueNAS website.
  2. Choose the version of TrueNAS SCALE you wish to install. If you're unsure, select the latest stable release. AT the time of writing this was 23.10.2.
  3. Download the ISO file for TrueNAS SCALE.
TrueNAS Scale 23.10.2 - latest stable version for efficient data storage and management.

Step 3: Create a Bootable USB Drive

To install TrueNAS SCALE, you'll need to create a bootable USB drive using the ISO file you downloaded:

  1. Download and install a USB flashing tool such as Rufus or balenaEtcher.
  2. Insert a USB drive into your computer (ensure it has no important data, as it will be formatted).
  3. Open the USB flashing tool and select the TrueNAS SCALE ISO file.
  4. Select your USB drive as the target and start the flashing process.
  5. You may have to give the app permission to make changes to your PC.
  6. Once done, safely eject the USB drive from your computer.
The settings screen for balenaEtcher app, featuring various customization options for users. Flash from file selected.
Screenshot of Etcher file selector.
Etcher progress bar

Step 4: Boot from USB

  1. Insert the bootable USB drive into the new PC where you want to install TrueNAS SCALE.
  2. Boot the PC and access the BIOS/UEFI settings (usually by pressing F2, F10, F12, or Del, depending on the motherboard).
  3. Navigate to the boot options and set the USB drive as the primary boot device.
  4. Save changes and exit the BIOS/UEFI. The PC should now boot from the USB drive.
  5. You may have to press a key (Maybe F11) during boot to access the boot menue
BIOS setup utility screen displaying UEFI boot order options, including hard disk, CD/DVD, and USB devices.
Confirmation dialog box on American Megatrends UEFI BIOS screen asking to save configuration and reset with options 'Yes' selected.
UEFI BIOS setup utility screen by American Megatrends showing options for saving changes, restoring defaults, and a boot override for a SanDisk partition.

Step 5: Install TrueNAS SCALE

  1. Once booted from the USB, you'll be presented with the TrueNAS SCALE installer menu. Select "Install/Upgrade" and press Enter.
Boot device selection screen displaying options for UEFI SanDisk Partition 1 and with KingstonDataTraveler 3.0 Partition 2 Selected.
GRUB bootloader screen with the option to start TrueNAS SCALE Installation highlighted.
TrueNAS 23.10.2 Console Setup screen with options for Install/Upgrade, Shell, Reboot System, and Shutdown System. Install/Upgrade selected.

Select the target drive where TrueNAS SCALE will be installed. Caution: This will erase all data on the selected drive.

The system that is being used in this example has many discs and has been previously used for FreeNAS.

Use the Tab and Arrow keys to highlight the disc you want to install the operating system to. Once  you have the disc highlighted use the space bar to select the disc. You may choose more than one to provide redundancy. In the image below you can see that 2 SSDs each 111Gb have been chosen, sdg and sdm. Also note sdf the original drive for the freenas boot inage. In tthis case a USB flash drive.

Installation selection screen for TrueNAS displaying a list of drives with different capacities and names, including 2 highlighted discs of similar capacity.
Warning and note on the TrueNAS installation screen indicating data erasure on selected drives and media recommendations, with options to proceed or cancel.

Follow the on-screen instructions to complete the installation process, including setting up an admin (not root!) user.

Password setup screen in TrueNAS installation with fields for entering and confirming a new admin password.

If your instalation media is larger than 64 GB you will be offered the option to create a swap file. Best advice is to not create the wap file, particularly on a SSD or USB flash drive.

TrueNAS setup prompt asking to create a 16GB swap partition on boot devices, with options to 'Create swap' or 'No swap.

Eventually you will be instructed to remove the instalation media and reboot.

Success message for TrueNAS installation on drives sdg and sdm, prompting to reboot and remove the installation media.
The image displays a final message in the TrueNAS installation process indicating a successful installation on 'sdg sdm'. Users are instructed to 'Please reboot and remove the installation media.' The confirmation message is set against a grey dialog box, with an 'OK' button below indicating the next step to finalize the process and restart the system.

At this point you will have to reenter the BIOS and reconfigure the device to boot from the drive we have just installed TrueNAS Scale to. Reboot.

BIOS interface showing the UEFI boot order with 'UEFI Hard Disk: TrueNAS-1' highlighted as the first boot option.

You can now continue with the initial setup here.