| Workload | Define how the server will be used. | Estimate storage for file sharing, backups, media, virtual machines, or applications. Different workloads require different amounts of memory, processing power, and storage capacity. | List the intended services and estimate current and future storage needs. |
| Processor and platform | Choose a compatible 64-bit system with enough processing capacity. | A basic file server may need less computing power than a system running multiple applications or virtual machines. Check that the platform supports the features required by your planned workload. | Confirm the system can boot from removable installation media and has the required network and storage connections. |
| Memory | Allow sufficient memory for the operating system and services. | Eight gigabytes is a commonly cited baseline for a simple system; additional memory can benefit larger pools and memory-intensive workloads. Actual needs depend on the configuration and services used. | Check the motherboard’s memory capacity and whether the installed modules are supported. |
| Data drives | Plan the number, capacity, and layout of storage drives. | Redundant layouts require more than one drive and provide less usable capacity than the combined raw drive capacity. For example, a two-drive mirror stores a copy of data on each drive; RAIDZ2 requires at least four drives. | Choose drives with adequate capacity, and remember that redundancy is not a substitute for a separate backup. |
| Boot device | Provide a separate device for the operating system. | Use a dedicated boot device that meets the requirements of the TrueNAS release being installed. Keep the data drives separate so the installer cannot overwrite data intended for the storage pool. | Identify the boot device clearly before starting the installation. |
| Network connection | Plan reliable access to the local network. | A wired Ethernet connection is generally suitable for server setup and ongoing file access. Confirm that the network has available connectivity and a suitable address configuration. | Connect the network cable and note the router or network settings needed for access. |
| Power and cooling | Allow for continuous operation and drive cooling. | Choose a power supply with sufficient capacity for the system and installed drives. Ensure the case provides airflow around the drives and that cables do not obstruct cooling. | Check drive connections, airflow, and power connections before closing the case. |
| Installation image | Obtain the installer image for the intended release. | Download the installation image from the project’s official download source and verify its checksum when one is provided. | Keep the image file accessible on a computer used to prepare the installation media. |
| Installation media | Prepare a removable USB drive for the installer. | Use a USB drive with enough capacity for the downloaded image. Writing the image will erase the contents of that USB drive, so copy any files you need elsewhere first. | Confirm the correct USB drive is selected before writing the image. |
| Installation target | Distinguish the installer media, boot device, and data drives. | The USB installer is used to start setup; the selected boot device receives the operating system; the data drives are reserved for storage configuration. Selecting the wrong target can erase existing data. | Back up important data and double-check every disk selection during installation. |