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UDM Pro Complete Setup Guide - Crosstalk Solutions

Jul 19, 2024

UDM Pro Complete Setup Guide - Crosstalk Solutions

Introduction

  • Presenter: Chris from Crosstalk Solutions
  • Focus: Complete setup of the UDM Pro in a home user environment
  • Reason for Home Focus: UDM Pro is particularly well-suited for home users, whereas it has some drawbacks for business environments due to lack of redundancy and robustness.

UDM Pro Overview

  • Price: $379
  • Functions: Firewall, Unifi Protect, manages access points, guest networks, IOT networks, Unifi Access (access control), and Unifi Talk (phone system)
  • Unifi OS Consoles: Devices running UniFi OS as the base operating system, such as UDM Pro, UDM, and Cloud Key Gen2 Plus, allowing multiple applications to run on top of it.

UniFi OS Applications

  • UniFi Network: Controls firewalling, Wi-Fi, network switches
  • UniFi Protect: Video surveillance
  • UniFi Access & Talk: Access control and phone system
  • Comparison with UDM: UDM Pro supports all UniFi OS applications, whereas UDM supports only UniFi Network.

Installation Steps

  1. Hard Drive Installation:

    • Ensure power is off.
    • Install either a 2.5" or 3.5" hard drive (e.g., 1TB Toshiba, Seagate SkyHawk, Western Digital Purples).
    • Use an online calculator to estimate needed drive space (Zoo Fall Communications' calculator recommended).
  2. Initial Setup:

    • Factory default IP: 192.168.1.1
    • Set your computer's IP to 192.168.1.x (where x ≠ 1).
    • Login through browser (potential privacy/security message – OK to proceed).
    • Follow the setup wizard:
      • Name the UDM Pro
      • Choose setup type (personal or business)
      • Sign in with ui.com login (mandatory, no local login).
      • Set update schedule (recommend disable automatic updates)
      • Configure auto-optimize settings
  3. **Testing and Final Setup: **

    • Run an internet speed test
    • Complete the setup and rate the installation experience
  4. Navigating the Interface:

    • Dashboard: Overview of all installed applications (e.g., Network, Protect)
    • Users: Add/Create users for all UniFi applications
    • Settings: Manage device and application settings
      • Device name, IPs, performance statistics, hardware: View device specifics
      • Update settings: Perform manual updates
      • Auto-update schedule: Adjust from here if needed
      • Advanced settings: Enable SSH, turn on remote access, etc.
      • Backup configuration: Set up manual/scheduled backups

Important Configuration Tips

  • SSH: Enable SSH with a strong password for possible troubleshooting needs.
  • Remote Access: Consider enabling for managing from anywhere, but be aware of cloud-based vulnerabilities.
  • Create local admin account: For local management if remote access is disabled.

Next Steps

  • Upcoming Video: Initial configuration of UniFi Network and setting up devices.
  • Feedback: Suggestions for video series content invited in the comments.

Closing Remarks

  • Subscribe and Follow: Encouraged for updates and more content.
  • Social Media: Follow on Twitter @crosstalksol.
  • Support: Link to buy a beer for the presenter.