Connect to server, update system packages, create non-root user, configure hostname and timezone, and disable swap for Kubernetes

Initial Server Setup

Complete the initial server configuration steps to prepare your Ubuntu server for ORISO Platform v3.0.0 deployment on Kubernetes with Helm charts.

Establish SSH connection to your Ubuntu server.

# Connect via SSH
ssh root@YOUR_SERVER_IP

# Or with specific user
ssh username@YOUR_SERVER_IP

Verify you can successfully SSH into the server before proceeding.

Update package lists and install essential tools required for the deployment.

# Update package lists
sudo apt update

# Upgrade all packages
sudo apt upgrade -y

# Install essential tools
sudo apt install -y \
    curl \
    wget \
    git \
    vim \
    nano \
    htop \
    net-tools \
    ca-certificates \
    gnupg \
    lsb-release \
    software-properties-common \
    apt-transport-https \
    jq

# Check system info
uname -a
lsb_release -a

Verify installation by checking versions: curl --version, git --version, jq --version

Create a non-root user with sudo privileges for better security practices.

Only perform this step if you're currently logged in as root.

# Create user (if you're root)
adduser caritas

# Add to sudo group
usermod -aG sudo caritas

# Switch to user
su - caritas

# Or logout and login as new user

Ensure you can still access the server after switching users, especially if SSH root login is disabled.

Set a descriptive hostname for your server to make identification easier.

# Set hostname
sudo hostnamectl set-hostname oriso-platform

# Verify
hostnamectl

The hostname should display as oriso-platform in the output.

Set the correct timezone for your server location.

# Set timezone (example: Europe/Berlin)
sudo timedatectl set-timezone Europe/Berlin

# Or use interactive selector
sudo dpkg-reconfigure tzdata

# Verify
timedatectl

Replace Europe/Berlin with your appropriate timezone. Use timedatectl list-timezones to see all available timezones.

Disable swap memory as Kubernetes (k3s) requires swap to be disabled.

# Disable swap
sudo swapoff -a

# Remove swap from fstab (permanent)
sudo sed -i '/ swap / s/^\(.*\)$/#\1/g' /etc/fstab

# Verify
free -h

Swap should show 0 in the free -h output.

This permanently disables swap. Ensure your server has sufficient RAM for all services.

Verification

After completing all steps, verify your server is ready:

# Check system information
hostnamectl
timedatectl
free -h

# Verify swap is disabled
free -h | grep Swap
# Should show: Swap:             0           0           0

Next Steps

Network & Firewall Configuration - Configure network and firewall settings
Install Required Software - Install Docker and Kubernetes

Initial Server Setup

Initial Server Setup

Verification

Next Steps

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