Skip to content

docs(usb-creator): document creating a bootable drive - #524

Merged
Eli Bosley (elibosley) merged 1 commit into
mainfrom
docs/create-unraid-usb-guide
Aug 7, 2026
Merged

docs(usb-creator): document creating a bootable drive#524
Eli Bosley (elibosley) merged 1 commit into
mainfrom
docs/create-unraid-usb-guide

Conversation

@elibosley

@elibosley Eli Bosley (elibosley) commented Aug 7, 2026

Copy link
Copy Markdown
Member

Summary

This adds a complete, screenshot-led guide for creating a new Unraid USB boot device with the USB Creator.

Why This Exists

The page previously provided only a high-level six-step outline and included stale USB-only guidance. Users needed the actual Creator flow, current boot-device choices, a clear warning about erasing the selected drive, and guidance for first boot and older BIOS-only systems.

Resolution

Expand the existing Create an Unraid USB drive page with the five merged USB Creator screenshots, step-by-step UI actions, optional server/network customization notes, current flash-versus-internal-boot guidance for Unraid 7.3+, UEFI/legacy BIOS instructions, and troubleshooting.

Reviewer Considerations

  • Confirm the stable-release guidance and the optional development-image warning match the intended USB Creator experience.
  • Check the platform-specific legacy BIOS script names and first-boot guidance.
  • Confirm that internal boot is described as an onboarding choice after the initial USB boot.
  • Confirm that the USB Creator guidance does not impose a drive-capacity range; the remaining 32 GB reference applies only to Windows FAT32 formatting for manual installs.
  • The manual installation section remains in place; this change improves the recommended automated path rather than replacing it.
  • Screenshot references target the assets merged in origin/main by docs: refresh USB Creator setup screenshots #523.

Behavior Changes

Documentation-only. Users now see a complete path from USB Creator download through first boot, with flash boot or internal boot choices, troubleshooting for missing drives and boot failures, and GUID licensing guidance.

Implementation Summary

  • Renamed the page label/title to Create an Unraid USB drive.
  • Expanded the automated install section with five screenshot-linked workflow steps.
  • Documented optional Server name, Wi-Fi, and Network customization.
  • Removed the outdated 4–32 GB recommendation and separated the Windows FAT32 formatting limit from USB Creator capacity guidance.
  • Added the Unraid 7.3+ internal boot path and removed unrelated virtualization/IOMMU setup from the USB creation procedure.
  • Added UEFI versus BIOS-only boot guidance and troubleshooting.

Verification

  • ./node_modules/.bin/remark docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx --quiet --frail
  • ./node_modules/.bin/prettier --check docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx
  • git diff --check
  • Verified all five screenshot paths resolve against origin/main.
  • Full Docusaurus build not run because repository guidance discourages it for routine docs edits.

Risk

Low. Documentation-only change; the page links to existing screenshot assets and leaves the manual install instructions intact.

@coderabbitai

coderabbitai Bot commented Aug 7, 2026

Copy link
Copy Markdown
Contributor

Review Change Stack

📝 Walkthrough

Walkthrough

The bootable media guide now uses USB Creator terminology and documents the complete process for creating an Unraid USB drive, configuring the server to boot, and resolving common installation and licensing issues.

Changes

USB Creator bootable media guide

Layer / File(s) Summary
Guide structure and installation warnings
docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx
The page introduces USB Creator terminology, adds the USB Creator content, and documents automated installation and USB drive erasure precautions.
USB Creator workflow
docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx
The guide covers installation, language and release selection, drive validation, GUID checks, optional server settings, and image writing.
Boot setup and troubleshooting
docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx
The guide covers completion, boot settings, legacy boot scripts, virtualization, post-boot navigation, and troubleshooting.

Estimated code review effort: 2 (Simple) | ~10 minutes

Poem

I’m a rabbit with a USB plan,
I hop through setup as fast as I can.
Select the drive, write the image bright,
Set BIOS options for boot-up right.
If GUIDs or drives cause a fright,
The new guide helps make things right.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description check ✅ Passed The description clearly covers the change, rationale, implementation, verification, risks, and reviewer considerations; only the checklist is not explicitly marked.
Title check ✅ Passed The title clearly and concisely identifies the documentation change for creating a bootable drive with USB Creator.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch docs/create-unraid-usb-guide

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

Comment @coderabbitai help to get the list of available commands.

@cloudflare-workers-and-pages

Copy link
Copy Markdown

Deploying with  Cloudflare Workers  Cloudflare Workers

The latest updates on your project. Learn more about integrating Git with Workers.

Status Name Latest Commit Preview URL Updated (UTC)
✅ Deployment successful!
View logs
unraid-docs 4966219 Commit Preview URL

Branch Preview URL
Aug 07 2026, 02:33 PM

@elibosley
Eli Bosley (elibosley) merged commit 0914240 into main Aug 7, 2026
3 of 4 checks passed
@elibosley
Eli Bosley (elibosley) deleted the docs/create-unraid-usb-guide branch August 7, 2026 14:34

@coderabbitai coderabbitai Bot left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx`:
- Around line 121-125: Update the BIOS/UEFI setup step in the bootable-media
instructions to avoid presenting HVM and IOMMU as universally required for
booting Unraid. State that HVM is needed only when using virtual machines, and
IOMMU only when required for device passthrough, while preserving the existing
reference to the configuration details.
- Around line 108-112: Update the Linux instructions in the bootable-media setup
section to copy make_bootable_linux to local storage before unmounting the USB
drive, then run the copied script with sudo from its local path. Keep the
Windows and macOS instructions unchanged.
🪄 Autofix

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Repository UI

Review profile: CHILL

Plan: Pro Plus

Run ID: de106dcd-1ae3-4af4-b4d8-3c1d0b344611

📥 Commits

Reviewing files that changed from the base of the PR and between 87c475a and 4966219.

📒 Files selected for processing (1)
  • docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx

Comment on lines +108 to +112
UEFI systems can boot from the drive without any extra step. For an older BIOS-only system, run the boot script from the root of the USB drive:

- **Windows:** Right-click `make_bootable.bat` and select **Run as administrator**.
- **macOS:** Double-click `make_bootable_mac` and enter your administrator password when prompted.
- **Linux:** Unmount the USB drive. Then run `sudo bash ./make_bootable_linux`.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Copy the Linux script before unmounting the USB drive.

Line 112 unmounts the USB drive before it runs ./make_bootable_linux. The relative path cannot resolve after the drive is unmounted. This blocks legacy BIOS setup from Linux. Match the manual method by copying the script to local storage before unmounting the drive.

Proposed fix
-- **Linux:** Unmount the USB drive. Then run `sudo bash ./make_bootable_linux`.
+- **Linux:** Copy `make_bootable_linux` to local storage. Unmount the USB drive. Then run `sudo bash ./make_bootable_linux` from the directory that contains the copied script.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
UEFI systems can boot from the drive without any extra step. For an older BIOS-only system, run the boot script from the root of the USB drive:
- **Windows:** Right-click `make_bootable.bat` and select **Run as administrator**.
- **macOS:** Double-click `make_bootable_mac` and enter your administrator password when prompted.
- **Linux:** Unmount the USB drive. Then run `sudo bash ./make_bootable_linux`.
UEFI systems can boot from the drive without any extra step. For an older BIOS-only system, run the boot script from the root of the USB drive:
- **Windows:** Right-click `make_bootable.bat` and select **Run as administrator**.
- **macOS:** Double-click `make_bootable_mac` and enter your administrator password when prompted.
- **Linux:** Copy `make_bootable_linux` to local storage. Unmount the USB drive. Then run `sudo bash ./make_bootable_linux` from the directory that contains the copied script.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx`
around lines 108 - 112, Update the Linux instructions in the bootable-media
setup section to copy make_bootable_linux to local storage before unmounting the
USB drive, then run the copied script with sudo from its local path. Keep the
Windows and macOS instructions unchanged.

Comment on lines +121 to +125
1. Insert the prepared USB drive into the server.
2. Open the server's BIOS or UEFI settings.
3. Set the USB drive as the first boot device.
4. Enable %%hardware virtualization|hvm%% features, including %%IOMMU|iommu%%. See [HVM & IOMMU configuration](../../using-unraid-to/create-virtual-machines/overview-and-system-prep.mdx#hvm--iommu-what-they-enable) for details.
5. Save the BIOS settings and restart the server.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Make virtualization settings conditional on the intended use.

Line 124 presents HVM and IOMMU as required to boot Unraid. They are not required for a basic server boot. Require HVM only for virtual machines. Require IOMMU when device passthrough needs it.

Proposed fix
-4. Enable %%hardware virtualization|hvm%% features, including %%IOMMU|iommu%%. See [HVM & IOMMU configuration](../../using-unraid-to/create-virtual-machines/overview-and-system-prep.mdx#hvm--iommu-what-they-enable) for details.
+4. If you plan to run %%VMs|vm%%, enable %%hardware virtualization|hvm%%. If you plan to use device passthrough, also enable %%IOMMU|iommu%%. See [HVM & IOMMU configuration](../../using-unraid-to/create-virtual-machines/overview-and-system-prep.mdx#hvm--iommu-what-they-enable) for details.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
1. Insert the prepared USB drive into the server.
2. Open the server's BIOS or UEFI settings.
3. Set the USB drive as the first boot device.
4. Enable %%hardware virtualization|hvm%% features, including %%IOMMU|iommu%%. See [HVM & IOMMU configuration](../../using-unraid-to/create-virtual-machines/overview-and-system-prep.mdx#hvm--iommu-what-they-enable) for details.
5. Save the BIOS settings and restart the server.
1. Insert the prepared USB drive into the server.
2. Open the server's BIOS or UEFI settings.
3. Set the USB drive as the first boot device.
4. If you plan to run %%VMs|vm%%, enable %%hardware virtualization|hvm%%. If you plan to use device passthrough, also enable %%IOMMU|iommu%%. See [HVM & IOMMU configuration](../../using-unraid-to/create-virtual-machines/overview-and-system-prep.mdx#hvm--iommu-what-they-enable) for details.
5. Save the BIOS settings and restart the server.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx`
around lines 121 - 125, Update the BIOS/UEFI setup step in the bootable-media
instructions to avoid presenting HVM and IOMMU as universally required for
booting Unraid. State that HVM is needed only when using virtual machines, and
IOMMU only when required for device passthrough, while preserving the existing
reference to the configuration details.

Eli Bosley (elibosley) added a commit that referenced this pull request Aug 7, 2026
## Summary
This follow-up to #524 updates the screenshot-led guide for creating a
new Unraid USB boot device with the USB Creator.

## Why This Exists
The page previously provided only a high-level six-step outline and
included stale USB-only guidance. Users needed current boot-device
choices, a clear warning about erasing the selected drive, and guidance
for first boot and older BIOS-only systems.

## Resolution
Expand the existing Create an Unraid USB drive page with the five merged
USB Creator screenshots, step-by-step UI actions, optional
server/network customization notes, current flash-versus-internal-boot
guidance for Unraid 7.3+, UEFI/legacy BIOS instructions, and
troubleshooting.

## Reviewer Considerations
- Confirm the stable-release guidance and the optional development-image
warning match the intended USB Creator experience.
- Check the platform-specific legacy BIOS script names and first-boot
guidance.
- Confirm that internal boot is described as an onboarding choice after
the initial USB boot.
- Confirm that the USB Creator guidance does not impose a drive-capacity
range; the remaining 32 GB reference applies only to Windows FAT32
formatting for manual installs.
- The manual installation section remains in place; this change improves
the recommended automated path rather than replacing it.
- Screenshot references target the assets merged in `origin/main` by
#523.

## Behavior Changes
Documentation-only. Users now see a complete path from USB Creator
download through first boot, with flash boot or internal boot choices,
troubleshooting for missing drives and boot failures, and GUID licensing
guidance.

## Implementation Summary
- Renamed the page label/title to Create an Unraid USB drive.
- Expanded the automated install section with five screenshot-linked
workflow steps.
- Documented optional Server name, Wi-Fi, and Network customization.
- Removed the outdated 4–32 GB recommendation and separated the Windows
FAT32 formatting limit from USB Creator capacity guidance.
- Added the Unraid 7.3+ internal boot path and removed unrelated
virtualization/IOMMU setup from the USB creation procedure.
- Added UEFI versus BIOS-only boot guidance and troubleshooting.

## Verification
- `./node_modules/.bin/remark
docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx
--quiet --frail`
- `./node_modules/.bin/prettier --check
docs/unraid-os/getting-started/set-up-unraid/create-your-bootable-media.mdx`
- `git diff --check`
- Verified all five screenshot paths resolve against `origin/main`.
- Full Docusaurus build not run because repository guidance discourages
it for routine docs edits.

## Risk
Low. Documentation-only change; the page links to existing screenshot
assets and leaves the manual install instructions intact.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant