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TrueNAS SCALE
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Getting Started with SCALE
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First Time Login

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First Time Login

8 minute read.

Last Modified 2022-11-28 11:32 -0500

Web Interface Access
Logging In
Dashboard
Top Bar Menu
- Top Toolbar Icons
Storing Data

Now that you have installed and configured TrueNAS SCALE, you can log in to the web interface and begin managing data!

Can I configure TrueNAS SCALE using a CLI?

After installing TrueNAS, you can configure and use the system through the web interface.

Important! Use only the web interface to make configuration changes to the system.

By default, using the command-line interface (CLI) to modify the system does not modify the settings database. The system reverts to the original database settings when it restarts and wipes any user-made command line changes. TrueNAS automatically creates several ways to access the web interface, but you might need to adjust the default settings for your network environment.

Web Interface Access

By default, fresh installs of TrueNAS SCALE provide a default address for logging in to the web interface. To view the web interface IP address or reconfigure web interface access, connect a monitor and keyboard to your TrueNAS system or connect with IPMI for out-of-band system management.

When powering on a TrueNAS system, the system attempts to connect to a DHCP server from all live interfaces to access the web UI. On networks that support Multicast Domain Name Services (mDNS), the system can use a host name and domain to access the TrueNAS web interface. By default, TrueNAS uses the host name and domain truenas.local. To change the host name and domain in the web interface, go to Network and click Settings in the Global Configuration card.

To access the web interface using an IP address, use the one that the Console Setup Menu generated after installing SCALE, or use the one you configured in the Post-install Configuration article if you upgraded from CORE.

Logging In

On a computer with access to the same network as the TrueNAS system, enter the host name and domain or IP address in a web browser to connect to the web interface.

The quality of your user experience can be impacted by the browser that you use. We generally recommend using Firefox, Edge, or Chrome.

LoginSCALE

Use the administrative account credentials to log in. The default administrator username is root and the password is created when installing TrueNAS.

Troubleshooting

If the user interface is not accessible by IP address from a browser, check these things:

If the browser configuration has proxy settings enabled, disable them and try connecting again.
If the page does not load, ensure a ping reaches the TrueNAS system IP address. If the IP address is in a private range, you must access it from within that private network.

If the web interface displays but seems unresponsive or incomplete:

Make sure the browser allows cookies, Javascript, and custom fonts from the TrueNAS system.
Try a different browser. We recommend Firefox.

If the UI becomes unresponsive after an upgrade or other system operation, clear the site data and refresh the browser (Shift+F5).

If I cannot remember the administrator password to log in to the web interface, connect a keyboard and mouse to the TrueNAS system and open the console setup menu to reset the root account password.

Dashboard

Dashboard Video Tutoral

(Video URL: https://www.truenas.com/docs/files/scaledashboardtour.mp4)

After logging in, you see the system Dashboard screen. Dashboard displays basic information about the installed version, systems component usage, and network traffic. For users with compatible TrueNAS hardware, clicking the system image takes you to the System Settings > Enclosure page.

DashboardScreenTrueNASHardware

The Dashboard provides access to all TrueNAS management options. The top row has links to outside resources and buttons to control the system. The left-hand column lets users navigate to the various TrueNAS Configuration screens.

You can reorder dashboard widgets by clicking Reorder and then dragging them into your preferred order. You can also choose which widgets appear on the dashboard by clicking Configure.

DashboardConfigureOptions

Top Bar Menu

The icon buttons in the top toolbar menu link to the iXsystems site, display the status of TrueCommand and directory servers, and show system processes, and configuration menus. You can also collapse and expand the main function menu on the left side of the screen.

TopToolbar

Top Toolbar Icons

iXsystems

The iXsystems logo opens the iXsystems home page. There, users can find information about storage and server systems.

Users can also use the iXsystems home page to access their customer portal and community section for support.

Status of TrueCommand

The Status of TrueCommand icon lets users sign up with and connect to TrueCommand Cloud.

Clicking SIGNUP opens the TrueCommand sign-up page in a new tab.

After users sign up, they can click the CONNECT button and enter their API key to connect SCALE to TrueCommand Cloud.

TrueNAS displays a message telling users to check their email for verification instructions.

See Connecting TrueNAS for more information on configuring a TrueCommand cloud account and getting an API key.

Directory Services Monitor

The Directory Services Monitor info icon button displays the status of Active Directory and LDAP services. Clicking on either takes you to their respective configuration screens.

Jobs

The Jobs assignment icon button displays all running and failed jobs/processes. Access minimized jobs/processes here.

Users can minimize a job/process by clicking the - in any dialogue or pop-up window.

Click on a running task to display a dialog for that running task.

You can abort active jobs (like a disk wipe for example) by clicking the white circled X next to the active job.

Click the History button to open the Tasks screen. Tasks lists all successful, active, and failed jobs. Users can also click View next to a task to view its log information and error message.

For more information see the Tasks Screens article.

Alerts

The Alerts notifications icon button displays a list of current alerts for your TrueNAS system. Users can dismiss them one at a time or all at once.

It also provides an Alerts menu you access by clicking the settings icon. From this menu users can configure Alert Settings, Alert Services, and Email.

Alert Settings

The Alert Settings screen has options for setting the warning level and frequency for alerts specific to application actions.

Use the Set Warning Level dropdown list options to customize alert importance. Each warning level has an icon and color to express the level of urgency.

Use the Set Frequency dropdown list options adjust how often the system sends alert notifications. Setting the Frequency to NEVER prevents that alert from appearing in the Alerts list, but it still pops up in the UI if triggered.

Each warning level has a different icon and color to express its urgency. To make the system email you when alerts with a specific warning level trigger, set up an email alert service with that warning level.

See Alert Settings Screen for more information on settings.

Alert Services

The Alert Services screen has options to create and edit alert services. It also displays existing services in a list that users can filter by Type, Level, and Enabled.

To create a new alert service, click Add and fill out the form, then click Save.

Click SEND TEST ALERT to generate a test alert to confirm the alert service works.

See Alert Services Screen for more information on settings.

The Email screen lets you set up a system email address.

Click on Send Test Mail to generate a test email to confirm the system email works.

See Email Screens for information on email settings.

Settings

The Settings account_circle icon button has options for passwords, API Keys, and TrueNAS information.

Change Password

Click on the Change Password dialpad icon button to display the change password dialog where you can change the currently logged-in user password.

Click on the visibility_off icon to display entered passwords. To stop displaying the password, click on the visibility icon.

API Keys

Click on API Keys laptop to add API keys that identify outside resources and applications without a principal. Users can also click DOCS to access their system API documentation.

See API Keys for more information on adding or managing API keys.

Guide and About

Click on Guide library_books to open the TrueNAS Documentation Hub in a new tab.

Click on About to display the information window with links to the TrueNAS Documentation Hub, TrueNAS Community Forums, FreeNAS Open Source Storage Appliance GitHub repository, and iXsystems home page.

Power Options

Click the Power power_settings_new icon button to either log out of, restart, or shut down the system.

Storing Data

Now that you can access the TrueNAS web interface and see all the management options, you can begin storing data!