wiki/deploy/prepare.md
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Preparation true 2023-05-20T21:57:01.131Z markdown 2021-11-15T15:39:49.074Z

Prepare the host computer

Prerequisites

Minimum requirements

  • A x86-64 computer which supports the 1st generation of hardware-assisted virtualization
    • For AMD-based configurations: AMD V is available and enabled
    • For Intel-based configurations: Intel VT-x is available and enabled
  • A 2-core processor
  • 4 GB of RAM
  • 10 GB of hard disk storage space for Phyllome OS
  • 250 GB of hard disk storage space to store guest OS disk images

Most computers sold after 2015 support hardware-assisted virtualization. {.is-info}

Desktop motherboards are often better candidates for running virtualization-oriented workloads, as laptop motherboards often ship with chipsets that do not support hardware-assisted virtualization. {.is-info}

  • A x86-64 computer that supports the 2nd gen of hardware-assisted virtualization
    • For AMD-based configurations: AMD Vi is available and enabled
    • For Intel-based configurations: Intel VT-d is available and enabled
  • A 4-core processor
  • 16 GB of RAM
  • 5 GB of SSD or NVMe storage space for Phyllome OS
  • 1 TB of SSD or NVMe storage space to store guest OS disk images
  • Two graphics cards or a graphics card that supports vfio-mdev or SR-IOV

Sitting idle, Phyllome OS consumes approximately 1 CPU core and 1.5 GB of RAM. This requirement scales up with the number of running virtual machines. {.is-info}

Enabling hardware-assisted virtualization

Hardware-assisted virtualization is rarely turned on by default, even on computers that support it: this section explains how to enable it.

Accessing the firmware

Enabling hardware-assisted virtualization requires accessing the firmware configuration tool of your motherboard, better known as the BIOS or UEFI. This process differs depending on which operating system is currently installed on the computer you intend to install Phyllome OS on.

Command-line instructions for Windows 8 and newer

Press the Win and X keys simultaneously to make a context menu appear. Press Shift and a to open PowerShell using elevated privileges and click on the Yes button to bypass the User Account Control pop-up. Finally, input the following command inside the command prompt and press Enter.

shutdown /fw /r

Windows 8 and newer: a visual walk-through

  • Open the start-up menu and write "start-up", then select Change advanced start-up options

windows-firmware-1.png

  • Under the Advanced start-up section, click on Restart now

windows-firmware-2

  • Select Troubleshoot

windows-firmware-3

  • Then select Advanced options

windows-firmware-4

  • Select UEFI Firmware Settings

windows-firmware-5

  • Hit Restart

windows-firmware-6

macOS-based computers

Hardware-assisted virtualization is a hit or miss on Apple computers, as there is no way to access the firmware configuration tool on these computers. Apple users can go to the installation section directly, create a USB stick and hope that hardware-assisted virtualization will be supported.

Other computers

Make sure the targeted computer is shut down.

During the POST phase, you need to press a certain key to access the firmware configuration tool for your motherboard, which is part of your BIOS or UEFI.

Just after pressing the power button, hit the right key to access the firmware configuration tool, usually F2 or Del, but it may be another keystroke on your model.

Do not hesitate to repeatedly press the pertinent key as soon has your computer has started, to make sure it is registered {.is-info}

Modify the firmware configuration

Unfortunately, most firmware configuration tool do differ, and the steps here might not be identical on your current platform. In general, the sought after features are found under the Security tab.

For an AMD-based computer, you need to look for references to AMD SVM, AMD V or AMD Vi. For an Intel-based computer, you need to look for Intel VT-x and Intel VT-d. It is also possible that the feature will be referred simply to as Virtualization. In that case, you may not know if it actually refers to IOMMU-based hardware-assisted virtualization.

Make sure you enable these options and choose to save and exit the configuration tool, which will reboot your computer.

A visual walk-through for Intel-based NUC

Here is a visual walk-through for an Intel NUC computer.

  • After you have pressed the F2 key on boot, this screen should appear.

efi-1.png

  • Go to the Security tab. Under the Security Features menu, you will find two options, Intel Virtualization Technology and Intel VT for Directed I/O (VT-d).

efi-2.png

  • Check these boxes

efi-4.png

Then save and exit the configuration tool, which will reboot your computer.

While you are there, you could also change the boot order, to make sure that your computer will boot from an attached USB thumb drive first when it will be time to try out Phyllome OS. {.is-info}

Modify the boot order permanently

This section will show you how to modify the boot order permanently, so you can boot from a USB flash drive attached to your computer, a necessary step to install or use Phyllome OS as a live system.

  • Go to the Boot tab

efi_boot-order-1.png

  • Under the UEFI Boot Priority menu, you may notice that Fedora, which is installed on the internal storage device, is in the first position

efi_boot-order-2.png

  • Move the USB Flash Drive to the first position instead, as shown in the screenshot below

efi_boot-order-3.png

  • That's it. Save changes and exist. Note that it is advisable to revert these changes after a successful installation, or to only change the bootloader temporary.

Failing to activate hardware-assisted virtualization will make running virtual machines extremly slow, or not possible at all. If, for some reasons, it cannot be activated on your computer, for example because of a lack of hardware support, you would be better off picking a Linux distribution which doesn't require it, such as Debian. {.is-warning}


If the activation is successful, you can go to the next section to prepare an installation medium.