Bare Metal → Server Setup

Bare metal setup: A step-by-step guide to setting up your first server

Setting up your first bare metal server may appear daunting, but it can be straightforward with the correct approach. A bare metal server is a physical machine dedicated to a single client. Bare metal servers provide direct hardware access without virtualization layers.  These servers provide consistent performance for high-demand applications.

Follow these instructions to confidently navigate the setup process, whether you’re an experienced IT professional or new to the field.

Bare metal server setup process showing configuration steps for dedicated physical servers

Bare metal server setup: An overview

1. Clarify your hardware needs

Hardware requirements are the specifications needed for your server’s components. Understanding your applications and workloads determines the right server configuration. Evaluate the types of applications you plan to run, such as hosting a database or web hosting, and choose a server with the appropriate specifications.

Consider scalability. As your business grows, your server demands will too. Opt for a server that allows for easy upgrades and expansions.

Additionally, think about redundancy and reliability. For mission-critical applications, invest in a setup that includes redundant components, such as power supplies and network interfaces, to ensure maximum uptime and performance. And review industry-standard hardware specifications guidelines to ensure compatibility and performance.

2. Select the best bare metal hosting provider

Bare metal hosting providers offer physical servers with cloud-like provisioning. Traditional dedicated servers typically require longer setup times. Choosing the right bare metal hosting provider impacts performance and management efficiency.

Evaluate the provider’s reputation through reviews and testimonials that highlight customer satisfaction, uptime reliability, and support responsiveness.

Consider the range of server configurations offered. A suitable provider should offer hardware options tailored to your specific needs.

Key differentiators between providers:

3. Choose your OS

Operating system selection determines server management methods and application compatibility.. Popular options include Linux distributions like Ubuntu, AlmaLinux, Debian, and Rocky Linux – known for their stability, security features, and community support.

Linux distributions offer different advantages.

4. Configure the network

Network configuration connects your bare metal server to other devices and the internet.

5. Install the OS and any software

OS installation places the operating system directly on the server’s hardware. Once your server is up and running, install the operating system (OS) and any necessary software.

For advanced automation and deployment strategies, explore bare metal programming techniques to streamline your installation processes.

Also, consider installing monitoring tools and backup solutions to maintain server health and data integrity. With your OS and software installed, your server will be ready to support your applications and services.

6. Set up monitoring systems

Monitoring systems track server resource usage and performance metrics. Choose a monitoring tool that suits your needs, ranging from open-source solutions to subscription-based services.

7. Set up automatic backups

Automatic backups create scheduled copies of server data. Determine the frequency of your backups based on your data’s importance and how often it changes. For critical data, daily backups may be necessary, while weekly or monthly backups could suffice for less critical information.

Backup configuration involves three key decisions. First, select backup frequency based on data volatility. Second, choose storage location between local and remote options. Third, implement retention policies to manage storage costs.

Test the backup process regularly to confirm that backups are functioning correctly and that you can recover your data when needed.

Important considerations

Bare metal servers excel in specific use cases due to their dedicated resources:

Additional resources

What is bare metal? →

A complete beginner’s guide to help you understand what it is, how it works, basic terminology, and much more

Best practices for bare metal server security →

4 best practices to help you keep your bare metal servers secure

Bare metal vs VMs →

Which performs better? Get a side-by-side comparison on eight key features.