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Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-12 15:46:57 -08:00

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# UDM Pro Complete Manual Configuration Guide
**Last Updated:** 2025-01-20
**Status:** Active Documentation
**Purpose:** Comprehensive guide for all remaining manual configuration tasks
---
## Overview
This guide consolidates all remaining manual configuration tasks for the UDM Pro. All automated tasks have been completed (21/35 tasks). This guide covers the 14 remaining tasks that require manual configuration via the UniFi Network web interface.
---
## Quick Start
**Access UniFi Network Web Interface:**
1. Open browser: `https://192.168.0.1`
2. Log in with admin credentials
3. Follow the guides below for each task
---
## Task 1: DHCP Static IP Reservations (High Priority)
**Estimated Time:** 15-30 minutes
**Guide:** [UDM_PRO_DHCP_RESERVATIONS_GUIDE.md](./UDM_PRO_DHCP_RESERVATIONS_GUIDE.md)
### Quick Steps:
1. **Navigate:** Settings → Networks → MGMT-LAN (VLAN 11)
2. **Add Reservations:**
- 192.168.11.1 → UDM Pro (Gateway)
- 192.168.11.10 → ML110 (Proxmox)
- 192.168.11.11 → R630-01
- 192.168.11.12 → R630-02
- 192.168.11.13 → R630-03
- 192.168.11.14 → R630-04
3. **Verify:** Check active leases
---
## Task 2: Sovereign Tenant Isolation Firewall Rules (High Priority)
**Estimated Time:** 30-45 minutes
**Guide:** [UDM_PRO_FIREWALL_MANUAL_CONFIGURATION.md](./UDM_PRO_FIREWALL_MANUAL_CONFIGURATION.md)
### Quick Steps:
1. **Navigate:** Settings → Firewall & Security → Firewall Rules
2. **Create Block Rules:**
- Block VLAN 200 → VLANs 201-203
- Block VLAN 201 → VLANs 200, 202-203
- Block VLAN 202 → VLANs 200-201, 203
- Block VLAN 203 → VLANs 200-202
3. **Set Priority:** Block rules should have higher priority (lower index) than allow rules
4. **Verify:** Test connectivity between VLANs
---
## Task 3: Port Profiles Configuration (High Priority)
**Estimated Time:** 30-60 minutes
**Guide:** [UDM_PRO_PORT_PROFILES_GUIDE.md](./UDM_PRO_PORT_PROFILES_GUIDE.md)
### Quick Steps:
1. **Navigate:** Settings → Profiles → Port Profiles (or Devices → Switch → Ports)
2. **Create Trunk Profile:**
- Name: `All-VLANs-Trunk`
- Native VLAN: 11 (MGMT-LAN)
- Tagged VLANs: All service VLANs (11, 110-203)
3. **Create Access Profiles:**
- `MGMT-LAN-Access` (VLAN 11 only)
- Service VLAN access profiles as needed
4. **Apply to Ports:**
- Proxmox uplinks: Use trunk profile
- Management devices: Use access profile
---
## Task 4: WAN Configuration Verification (High Priority)
**Estimated Time:** 10-15 minutes
### Steps:
1. **Navigate:** Settings → Internet → WAN Networks
2. **Verify Internet 1 (Primary WAN):**
- DNS Servers: 8.8.8.8, 1.1.1.1
- Gateway: Verify correct gateway
- Connection Type: Verify (DHCP/Static/PPPoE)
3. **Verify Internet 2 (Secondary WAN):**
- Configure if needed for failover
- DNS Servers: 8.8.8.8, 1.1.1.1
4. **Test Connectivity:**
- Verify internet connectivity
- Test DNS resolution
**Note:** Current status shows 2 WAN interfaces (Internet 1, Internet 2) - dual WAN is available.
---
## Task 5: System Settings (Medium Priority)
**Estimated Time:** 15-20 minutes
**Guide:** [UDM_PRO_SYSTEM_SETTINGS_GUIDE.md](./UDM_PRO_SYSTEM_SETTINGS_GUIDE.md)
### Steps:
1. **Navigate:** Settings → System Settings → General
2. **Configure:**
- **Hostname:** Set appropriate hostname (e.g., `udm-pro-primary`)
- **Timezone:** Select timezone (e.g., `America/Los_Angeles`)
- **NTP Servers:** Configure NTP servers
- Primary: `pool.ntp.org` or `time.google.com`
- Secondary: `1.pool.ntp.org` or `time.cloudflare.com`
3. **Verify:**
- Check system time is correct
- Verify NTP synchronization
---
## Task 6: Configuration Backup (Medium Priority)
**Estimated Time:** 5-10 minutes
### Steps:
1. **Navigate:** Settings → System Settings → Backups (or Maintenance → Backups)
2. **Configure Automatic Backups:**
- Enable automatic backups
- Set frequency: Daily (recommended)
- Set retention: 7-30 days
- Choose backup location
3. **Create Manual Backup:**
- Click **Download Backup** or **Export Configuration**
- Save backup file securely
- Store in safe location
---
## Task 7: Device Adoption (Medium Priority - Conditional)
**Estimated Time:** 15-30 minutes (if devices need adoption)
### Steps:
1. **Navigate:** Devices
2. **Check for Pending Devices:**
- Look for devices showing "Pending Adoption"
- Verify devices are powered on and connected
3. **Adopt Devices:**
- Click **Adopt** for each pending device
- Wait for adoption to complete
- Verify devices show as "Online"
4. **Configure Switch Ports:**
- Apply port profiles to switch ports
- Configure VLAN trunking for Proxmox connections
- Configure access ports for management devices
**Note:** Only perform if UniFi switches/APs are present and need adoption.
---
## Task 8: WAN Failover Configuration (Low Priority - Conditional)
**Estimated Time:** 20-30 minutes (if dual WAN available)
### Prerequisites:
- Dual WAN available (verified: Internet 1, Internet 2)
- Secondary WAN connection configured
### Steps:
1. **Navigate:** Settings → Internet → WAN Failover
2. **Configure Failover:**
- Enable WAN failover
- Set primary WAN: Internet 1
- Set secondary WAN: Internet 2
- Configure failover threshold: 3 failed pings
- Configure health check: Ping 8.8.8.8 every 30 seconds
3. **Test Failover:**
- Test failover by disconnecting primary WAN
- Verify automatic failover to secondary
- Test failback when primary restored
---
## Task 9: NAT Pool Configuration (Low Priority - Conditional)
**Estimated Time:** 30-60 minutes (if public IP blocks available)
### Prerequisites:
- Public IP blocks assigned/available
- NAT pool configuration supported on UDM Pro
### Required NAT Pools:
- VLAN 132 (CCIP-COMMIT) → Public Block #2
- VLAN 133 (CCIP-EXEC) → Public Block #3
- VLAN 134 (CCIP-RMN) → Public Block #4
- VLAN 160 (SANKOFA-SVC) → Public Block #5
- VLANs 200-203 (Sovereign tenants) → Public Block #6
### Steps:
1. **Navigate:** Settings → Routing & Firewall → NAT (or similar)
2. **Configure NAT Pools:**
- Create NAT pool for each VLAN
- Assign public IP block to each pool
- Configure egress NAT rules
3. **Verify:**
- Test egress traffic uses correct public IPs
- Verify NAT pool assignments
**Note:** This is conditional and may not be applicable if public IP blocks are not available.
---
## Task 10: SSL Certificate (Low Priority - Optional)
**Estimated Time:** 15-30 minutes
### Option 1: Let's Encrypt (Recommended for Production)
1. **Navigate:** Settings → System Settings → Certificate
2. **Configure Let's Encrypt:**
- Enable Let's Encrypt
- Enter domain name
- Configure email for notifications
- Certificate auto-renews
### Option 2: Self-Signed (Acceptable for Development)
- Current setup uses self-signed certificate
- Document this in configuration
- Can upgrade to Let's Encrypt later
---
## Configuration Verification Checklist
After completing manual configurations, verify:
- [ ] DHCP reservations active and devices receiving correct IPs
- [ ] Firewall rules created and enabled
- [ ] Port profiles created and applied to ports
- [ ] WAN configuration verified (DNS, gateway)
- [ ] System settings configured (hostname, timezone, NTP)
- [ ] Backups enabled and working
- [ ] Devices adopted (if applicable)
- [ ] Connectivity tested between VLANs
- [ ] Internet connectivity verified
---
## Testing & Verification
### Test Connectivity
```bash
# Test VLAN connectivity
ping 192.168.11.1 # UDM Pro gateway
ping 192.168.11.10 # ML110 (if configured)
# Test internet connectivity
ping 8.8.8.8
nslookup google.com 8.8.8.8
```
### Verify Configuration
Run verification script:
```bash
cd /home/intlc/projects/proxmox
./scripts/unifi/verify-configuration.sh
```
---
## Troubleshooting
### Common Issues
1. **Devices not getting static IPs:**
- Verify MAC address is correct
- Check device is on correct VLAN
- Verify reservation is enabled
2. **Firewall rules not working:**
- Check rule priority/order
- Verify rules are enabled
- Check rule source/destination networks
3. **Port profiles not applying:**
- Verify port profile is created
- Check port is not locked/restricted
- Verify physical connection
4. **WAN connectivity issues:**
- Verify DNS servers are correct
- Check gateway configuration
- Test connectivity from devices
---
## Priority Order
**Recommended completion order:**
1. **High Priority (Complete First):**
- DHCP Reservations
- Sovereign Tenant Isolation
- Port Profiles
- WAN Configuration
2. **Medium Priority (Complete Next):**
- System Settings
- Configuration Backup
- Device Adoption (if applicable)
3. **Low/Conditional Priority (Complete Last):**
- WAN Failover (if needed)
- NAT Pools (if applicable)
- SSL Certificate (optional)
---
## Related Documentation
- [UDM_PRO_DHCP_RESERVATIONS_GUIDE.md](./UDM_PRO_DHCP_RESERVATIONS_GUIDE.md) - Detailed DHCP guide
- [UDM_PRO_FIREWALL_MANUAL_CONFIGURATION.md](./UDM_PRO_FIREWALL_MANUAL_CONFIGURATION.md) - Detailed firewall guide
- [UDM_PRO_PORT_PROFILES_GUIDE.md](./UDM_PRO_PORT_PROFILES_GUIDE.md) - Detailed port profiles guide
- [UDM_PRO_SYSTEM_SETTINGS_GUIDE.md](./UDM_PRO_SYSTEM_SETTINGS_GUIDE.md) - Detailed system settings guide
- [UDM_PRO_CONFIGURATION_CHECKLIST.md](./UDM_PRO_CONFIGURATION_CHECKLIST.md) - Complete checklist
- [UDM_PRO_STATUS.md](./UDM_PRO_STATUS.md) - Configuration status and remaining tasks
---
**Last Updated:** 2025-01-20