Proxmox Must-Do: The Essential Preparation

Updated on Dec 27,2023

Proxmox Must-Do: The Essential Preparation

Table of Contents

  1. Introduction
  2. Installing Proxmox
  3. Enabling Updates
  4. Configuring Storage
  5. Smart Monitoring
  6. IOMMU or PCI Passthrough
  7. VLAN Awareness
  8. Adding an NFS Share
  9. Scheduling Backups
  10. Uploading KVM Driver Disk for Windows
  11. Uploading ISOs
  12. Creating a NIC Team
  13. Creating a Template
  14. Adding to a Cluster
  15. Conclusion

Article

Introduction

Proxmox is a popular choice for a hypervisor, and if You've recently installed Proxmox or are planning to, there are a few essential steps you should take after the installation. In this article, we will discuss the first things to do after installing Proxmox and provide a step-by-step guide on how to perform them.

1. Installing Proxmox

The first and most obvious step is to install the latest version of Proxmox. This can be done by downloading the installation media and following the installation process. Once the installation is complete and you have booted up Proxmox for the first time, you can proceed to the next steps.

2. Enabling Updates

To keep Proxmox up to date with the latest features and security patches, it is essential to enable updates. There are two ways to do this: by subscribing to Proxmox and receiving the stable updates or by enabling the unstable updates. The unstable updates, surprisingly, have been quite stable since Proxmox 6. To enable updates, SSH into your Proxmox server and edit the sources.list file for aptitude. Add a line for the non-production updates for Proxmox and save the file. Next, edit the enterprise.list file and comment out the subscription line if you don't have a subscription. After saving the changes, update the list with apt-get update and perform a distribution upgrade with apt-get dist-upgrade. Reboot the server if prompted. Additionally, updates can be enabled through the Proxmox UI by going to the Updates section and refreshing the updates.

3. Configuring Storage

After enabling updates, the next step is to configure storage for your Proxmox server. This is necessary for storing virtual machine images, ISO files, backups, and other data. In the Proxmox UI, go to the Storage section and add an NFS share. Provide an ID for the share, select the server where it is located, choose the content Type (e.g., disk image, ISO, backup file), and configure any additional options. Once the NFS share is added, you can use it to store and manage your data.

4. Smart Monitoring

Smart monitoring allows you to monitor the health and performance of your disk drives. It is important to ensure that smart monitoring is turned on for all your disks. In the Proxmox UI, go to the Disks section and make sure that smart monitoring is enabled. You can also check the smart values and run smart checks from the terminal using the smartctl command.

5. IOMMU or PCI Passthrough

IOMMU (Input–Output Memory Management Unit) or PCI passthrough allows you to pass through hardware devices from the host machine to the guest machines. This enables the guest machines to take AdVantage of the hardware directly. Before enabling IOMMU or PCI passthrough, make sure your processor, motherboard, and BIOS support it. To enable IOMMU, SSH into your Proxmox server, edit the grub configuration file, and add the appropriate flag (intel_iommu=on or amd_iommu=on). Update the grub configuration, edit the modules file, and add lines for the VFIO module. Save the changes and reboot the server. Make sure to consult the Proxmox wiki or your motherboard manufacturer's documentation for specific instructions.

6. VLAN Awareness

If you require VLAN support in your Proxmox server, you can enable VLAN awareness. VLAN awareness allows you to assign VLAN tags to your network interfaces, segregating traffic Based on VLAN IDs. In the Proxmox UI, go to the Network section and enable VLAN awareness for your bridge. You can then Apply VLAN tags to your virtual machines' network devices to ensure communication on specific VLANs.

7. Adding an NFS Share

If you need to add an NFS share to your Proxmox server for backup or storage purposes, you can easily do so. Before adding the NFS share, make sure it is properly set up and accessible. In the Proxmox UI, go to the Datacenter level, click on Storage, and choose to add NFS. Provide an ID for the share, select the server where the share is located, and choose the content type. Once added, you can use the NFS share for backups, ISO files, and other storage needs.

8. Scheduling Backups

To ensure the safety of your data, it is important to schedule regular backups of your virtual machines. In the Proxmox UI, go to the Datacenter level, then the Backup section, and click on "Add" to Create a backup job. Choose the server, storage, schedule, compression level, backup mode (suspend, stop, or snapshot), and select the virtual machines to back up. Once the backup job is created, you can rely on scheduled backups to protect your virtual machines.

9. Uploading KVM Driver Disk for Windows

If you plan to use Windows virtual machines on your Proxmox server, it is essential to upload the KVM driver disk for Windows. This disk contains the necessary drivers to optimize performance and compatibility. Download the latest stable version of the KVM driver disk, then upload it to your Proxmox server's storage.

10. Uploading ISOs

Having the necessary ISO files readily available is important for creating new virtual machines or installing operating systems. Upload your Windows ISO files, as well as any Linux distributions you commonly use, to your Proxmox server's storage. This ensures that you have access to the required ISO files whenever needed.

11. Creating a NIC Team

Creating a NIC team allows you to combine multiple network interfaces for increased bandwidth and redundancy. To create a NIC team in Proxmox, you need to have multiple network interfaces available. Consult your switch documentation for configuration details specific to your hardware. In Proxmox, edit the network interfaces configuration file and create a Linux bond. Specify the bond mode and other parameters based on your needs. After saving the changes, configure the bridge to use the bond as its port. Finally, bring up the network interfaces or reboot the server to apply the changes.

12. Creating a Template

Creating a template of a fully configured virtual machine can save you time when deploying similar machines in the future. Once you have set up a virtual machine with all the necessary configurations and software, convert it into a template. In the Proxmox UI, right-click the virtual machine and select "Convert to template." This will create a reusable template that can be easily cloned and deployed as needed.

13. Adding to a Cluster

If you have multiple Proxmox servers, you can add them to a cluster for central management and resource pooling. Before adding a Proxmox server to a cluster, ensure that the hostname and networking are properly configured. Remove any virtual machines from the server, as it cannot contain any virtual machines when joining a cluster. In the Proxmox UI, go to the Datacenter level, then the Cluster section. Create a new cluster by providing a name and selecting the network interface for communication. Copy the join information and use it to join the new server to the cluster. Once joined, you can manage and monitor all servers within the cluster from any Proxmox server.

Conclusion

In this article, we have covered the first things to do after installing Proxmox. By following these steps, you can ensure that your Proxmox server is up to date, properly configured, and ready for efficient virtual machine management. Remember to customize the steps based on your specific requirements and hardware. With a well-configured Proxmox server, you can take full advantage of its features and benefits.

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