Workflow Templates: Server Setup Checklist

Unpack and physically install the server in the designated rack.

Connect power cables and network cables to the server.

Power on the server and ensure it passes POST (Power-On Self-Test).

Access the server's BIOS/UEFI settings and configure boot order.

Update BIOS/UEFI firmware to the latest version.

Insert OS installation media or configure network boot for OS installation.

Select the appropriate version and edition of the OS for installation.

Partition the disk drives as per the organization's guidelines.

Complete the OS installation process and perform the initial boot.

Install the latest service packs and updates for the operating system.

Assign a static IP address to the server.

Configure the correct subnet mask and gateway.

Set up DNS servers and verify name resolution.

Enable and configure network interfaces.

Test network connectivity with ping and traceroute commands.

Create and configure user accounts with appropriate permissions.

Disable unnecessary services and protocols.

Apply security patches and updates.

Configure and enable the firewall.

Set up and configure intrusion detection/prevention systems.

Verify all hardware components are recognized by the OS.

Ensure that the server is accessible remotely if needed.

Test all installed applications and services.

Backup the initial setup configuration and data.

Document the server setup details and any custom configurations.

Server Setup Checklist