pfSense 2.7.2 installation guide for Protectli Vault series

Introduction & installer pre-seed

This document describes preparation and usage of pfSense Serial Installer in Dasharo testing environment. For start, an USB stick with pfSense serial installer is required. All OSFV test IDs and names are referring to the following test suite:

dasharo-compatibility/os-pfsense.robot

Installation media preparation

Such an item may be prepared using dd program. Example:

sudo dd if=~/Downloads/pfSense-CE-memstick-serial-2.7.2-RELEASE-amd64.img of=/dev/sdX bs=1M status=progress

After dd command finished, execute:

sync

And after that, use fatlabel program, to rename ESP partition of USB stick.

sudo fatlabel /dev/sdX1 PFEFI

Label "PFEFI" is required by test cases PFS001.502, PFS006.502 & PFS007.502.

Automated bsdinstall modification

Please run test case: PFS006.502

Follow the dialogs, confirm steps with PASS:

If already renamed the ESP, now move USB stick to DUT USB port:

Confirm with PASS and wait for test to finish positively:

Success

Installation media is now ready for further operation.

Installation procedure

With installation media connected to DUT via USB and target drive connected to DUT via SATA, run following test case:

PFS001.502 Install operating system on disk (pfSense)

and wait for following dialog message:

Confirm with OK, wait for test suite to finish, and connect to DUT via serial.

If nothing is displayed, try arrow keys, do not press ENTER at this point.

You will be asked for terminal type, confirm VT100 with ENTER:

Then accept legal notice with ENTER:

Then, in main menu select Install pfSense, navigate to OK and press ENTER.

Now, the ZFS pool name question may appear:

Confirm with ENTER.

Now select 'Pool Type/Disks' and press ENTER:

Select stripe, navigate to OK with TAB and press ENTER:

Mark ada0 drive (this is first SATA drive) using SPACE, navigate to OK using TAB and press ENTER:

Warning

Select installation target drive carefully. You will be asked for confirmation once again, before actual installation start.

On previous screen, select Proceed with Installation using arrow keys, navigate to Select using TAB and press ENTER:

Asked for data destruction and ada0, select YES and press ENTER:

Installation now begins.

After installation finished, navigate to Reboot and press ENTER:

Tip

Do not disconnect serial terminal connection yet!

First boot

Tip

To boot into installed OS, use Dasharo Boot From File functionality and navigate to ESP partition labeled PFBOOT.

After first reboot, you have to configure WAN network interface name manually. Type in the name of network interface which is connected to lab network, usually first on the list in the brackets, and press ENTER. Do not enter LAN interface name, press ENTER again. Confirm interfaces assignment with y and press ENTER.

Wait until pfSense main menu appears, choose to either halt or reboot, confirm with Y:

Success

pfSense installation & configuration is now finished. The testing environment will be able to boot this OS by searching for PFBOOT ESP partition.

Testing

To verify testing readiness of finished installation, OS boot test may be executed. Run:

PFS002.502 Boot operating system from disk (pfSense)

and check test output, expecting PASS: