> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lagerdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up a Lager Box

> Turn an Ubuntu machine into a Lager Box

A **Lager Box** is an ordinary Ubuntu machine running the Lager box software. This page takes a
machine you already have -- a mini PC on your bench, a rack server, or a virtual machine -- and
turns it into one.

<Note>
  If someone has already set up a box for you, you do not need this page. Go straight to
  [Adding your First Lager Box](/source/getting-started/adding-first-lager-box).
</Note>

***

## What You Need

**On the machine that will become the box:**

* An **x86-64** processor. This is the only supported box architecture.
* **Ubuntu 22.04 or newer**, including 24.04 LTS. See the note on Ubuntu 25.10 and later below.
* A network connection, and an IP address or hostname you can reach.
* An SSH server, and a **login account with `sudo`** whose password you know.
* **`git`** installed. Everything else the box needs, including Docker, is installed for you --
  though see Step 1 for why installing Docker yourself is worth the extra minute.

**On your computer:**

* **Python 3.10 or higher** and `pip3`.
* An SSH client (`ssh` and `ssh-keygen`).

Run this on the machine to check all three at once before you start:

```bash theme={null}
uname -m           # must be x86_64
lsb_release -ds    # Ubuntu 22.04 or newer
sudo --version     # see the sudo-rs note below
```

<Note>
  A first install builds the Lager container on the box itself and can take up to 30 minutes.
  Plan for the box to be busy for that long.
</Note>

<Warning>
  **Ubuntu 25.10 and later, including 26.04 LTS, need one change before installing.** Those
  releases default to `sudo-rs`, a reimplementation of `sudo` that does not accept the wildcard
  rules Lager writes to `/etc/sudoers.d/`. Installation stops early with
  `wildcards are not allowed in command arguments` and `visudo: invalid sudoers file`.

  Classic `sudo` is still installed on those releases. Switch to it on the box before you begin:

  ```bash theme={null}
  sudo update-alternatives --set sudo /usr/bin/sudo.ws
  sudo --version
  ```

  Keep a second session open with a working root shell while you do this, so you are not locked
  out if the switch does not take. Tracked in
  [issue #313](https://github.com/lagerdata/lager/issues/313).
</Warning>

<Warning>
  **The box login account is root-equivalent by design.** Provisioning a box requires root, so
  installation grants that account passwordless `sudo` for the commands Lager needs. Anyone who
  can log in as that account can obtain root on the box. Prefer a dedicated user on a dedicated
  machine, and treat its SSH key accordingly. The
  [Install reference](/source/reference/cli/install) describes exactly which grants are written.
</Warning>

***

## Step 1: Prepare the Machine

SSH into the machine and install `git`:

```bash theme={null}
sudo apt update && sudo apt install -y git
```

Confirm the account can use `sudo`. You will be asked for its password once during
installation:

```bash theme={null}
sudo true
```

<Note>
  **Optional, but it makes a failure easier to read: install Docker yourself now.** The installer
  installs Docker if the machine does not have it, but it runs that step over SSH and reports
  package problems with less detail than apt gives you directly. Installing it by hand first
  means any problem surfaces with a real error message, in front of you:

  ```bash theme={null}
  sudo apt install -y docker.io docker-compose-v2 docker-buildx
  sudo systemctl enable --now docker
  sudo usermod -aG docker $USER
  ```

  Log out and back in afterward so the group membership takes effect, then check `docker ps`
  works without `sudo`.
</Note>

<Note>
  The login account does not have to be named `lagerdata`. Whatever it is called, pass it as
  `--user` in Step 3, and record it with the box so later commands use the right account.
</Note>

Note the machine's IP address or hostname -- you need it in Step 3:

```bash theme={null}
ip -br addr
```

***

## Step 2: Install the Lager CLI

On your own computer, not on the box:

```bash theme={null}
pip3 install -U lager-cli
```

Check that it is available:

```bash theme={null}
lager --version
```

***

## Step 3: Run the Installer

`lager install` does the rest: it configures SSH keys and sudo, deploys the box code, installs
Docker if the machine does not have it, builds and starts the Lager container, and configures
the firewall.

```bash theme={null}
lager install --ip <box-ip> --user <box-user>
```

The command checks SSH connectivity, prints a summary of what it is about to do, and asks you
to confirm before it changes anything.

**The first time, SSH will not be authorized yet.** Lager notices, and offers to fix it:

```
No SSH key on this machine is authorized on the box.

Set up the lager_box key now? (one box-password prompt, then the rest of the
install runs unattended) [Y/n]:
```

Accept it and enter the box account's password once. Lager installs a dedicated key at
`~/.ssh/lager_box`, and every later step -- and every later command -- runs without a password.
If you decline, the install stops and tells you to run `lager ssh-setup --box <name-or-ip>`,
which does the same thing on its own.

Deployment then runs, streaming its output. Leave it alone until it finishes.

**If it fails partway, fix what it reports and run the same command again.** `lager install`
is safe to re-run: it rewrites its own configuration each time and skips work that is already
done, so a second run picks up rather than starting over.

<Note>
  To install a specific release instead of the latest code, add `--version` -- for example
  `--version v0.39.0`. See the [Install reference](/source/reference/cli/install) for every
  option.
</Note>

***

## Step 4: Networking and the Firewall

Installation configures a UFW firewall on the box that restricts the Lager service ports to
your VPN, the Docker bridge, and localhost. SSH on port 22 is always left open, so this cannot
lock you out of the machine.

How you point it at your network depends on what you use:

**Tailscale.** Nothing to do. If Tailscale is running on the box, the installer detects the
`tailscale0` interface and allows the Lager ports on it.

**A corporate VPN.** Name the interface explicitly. Find it on the box:

```bash theme={null}
ip -br link
```

Then pass it to the installer -- `cscotun0` for Cisco Secure Client, `tun0` for OpenConnect,
and so on:

```bash theme={null}
lager install --ip <box-ip> --user <box-user> --corporate-vpn cscotun0
```

<Warning>
  The interface must exist on the box **at the moment you run the installer**. If the VPN is not
  connected, the firewall step fails with `Corporate VPN interface <name> not found` and lists
  the interfaces it did find. Connect the VPN and run the install again.
</Warning>

**Neither.** Add `--skip-firewall` to leave UFW alone entirely, and secure the machine by
whatever means you already use.

***

## Step 5: Name the Box and Verify

When deployment finishes, the installer offers to add the box to your local configuration:

```
Add this box to your configuration? [Y/n]: y
Box name: bench-1
```

The name is yours to choose and is local to your computer. If you skipped that prompt, add it
by hand -- `--user` is required:

```bash theme={null}
lager boxes add --name bench-1 --ip <box-ip> --user <box-user>
```

Check that the box answers:

```bash theme={null}
lager hello --box bench-1
```

**Expected output:**

```
Box: bench-1
IP: 100.64.1.42
Version: 0.39.0

bench-1 is online and responding!
```

Then see what hardware it can find:

```bash theme={null}
lager instruments --box bench-1
```

An empty list is the correct answer if you have not connected any instruments yet.

***

## Running a Lager Box in a Virtual Machine

A VM works as a Lager Box, provided the guest is x86-64 and runs Ubuntu 22.04 or newer.
Everything above applies unchanged.

The one thing that differs is hardware access. Instruments and debug probes are USB devices,
and the Lager container reaches them through the host's `/dev`. **A USB device the guest cannot
see is a device Lager cannot use.** So if the box will drive real hardware, configure USB
passthrough in your hypervisor before you connect anything.

Prefer passing through an **entire USB controller** rather than individual devices. Debug
probes re-enumerate when they reset, and Lager power-cycles USB hub ports as a normal part of
testing -- both of which change or drop a device identity that per-device passthrough is
pinned to. A whole controller keeps working across those events.

A VM with no hardware attached is still useful for trying Lager out, and needs no passthrough
at all.

***

## Troubleshooting

<Accordion title="git is not installed on box">
  Installation stops before deploying anything. Install `git` on the box and run the command
  again:

  ```bash theme={null}
  sudo apt update && sudo apt install -y git
  ```
</Accordion>

<Accordion title="No SSH key on this machine is authorized on the box">
  Expected on a first install -- answer **yes** to the prompt that follows and enter the box
  account's password once. To do it as a separate step instead:

  ```bash theme={null}
  lager ssh-setup --box <box-ip>
  ```

  If the password is rejected, confirm you are using the box account's own password, and that
  the box allows password authentication for that account.
</Accordion>

<Accordion title="Corporate VPN interface not found">
  The interface named by `--corporate-vpn` did not exist on the box when the firewall step ran.
  The error lists the interfaces that do exist. Connect the VPN, confirm the name with
  `ip -br link` on the box, and run the install again.
</Accordion>

<Accordion title="The install seems to have stopped">
  A first install builds the container image on the box, which is the longest step by far and can
  run for many minutes with little output. Let it run. The command gives up on its own after 30
  minutes.
</Accordion>

<Accordion title="wildcards are not allowed in command arguments">
  The box is running `sudo-rs`, the default `sudo` on Ubuntu 25.10 and later. Installation stops
  at the passwordless-sudo step with `visudo: invalid sudoers file` before anything is deployed.

  Switch the box to classic `sudo` and run the install again:

  ```bash theme={null}
  sudo update-alternatives --set sudo /usr/bin/sudo.ws
  sudo --version
  ```

  See the warning near the top of this page for the full explanation.
</Accordion>

<Accordion title="Failed to install Docker">
  Installation prints the manual commands to run on the box. Run them **one at a time** rather
  than as a block, so you can see which one actually fails -- the installer reports this whole
  sequence as a single error:

  ```bash theme={null}
  sudo apt-get update && sudo apt-get install -y docker.io docker-compose-v2
  sudo systemctl daemon-reload
  sudo systemctl enable docker
  sudo systemctl restart docker
  sudo usermod -aG docker <box-user>
  ```

  If `restart` is the step that fails, Docker itself is not starting and installing it again will
  not help. Ask it why:

  ```bash theme={null}
  systemctl status docker
  journalctl -xeu docker.service
  ```

  Once Docker runs, log out and back in so the group membership takes effect, then run
  `lager install` again. It detects the working Docker and skips this step.
</Accordion>

<Accordion title="The machine is not x86-64">
  x86-64 is the only supported box architecture. Check with `uname -m` on the machine -- it must
  report `x86_64`. Other architectures are not supported, and an install may appear to succeed
  while hardware support is missing.
</Accordion>

For problems that appear after the box is up and running, see
[Troubleshooting](/source/getting-started/troubleshooting).

***

## Next Steps

Your box is running. Now connect to it and give it something to do:

* **[Adding your First Lager Box](/source/getting-started/adding-first-lager-box)** -- Add the box on any other machine that needs to reach it
* **[Setting Up Your Instruments](/source/getting-started/setting-up-instruments)** -- Discover the hardware connected to your box and define nets
