This document and related products are distributed under licenses restricting their use, copying,

distribution, and reverse-engineering.

No part of this document may be reproduced in any form or by any means without prior written permission
by Chelsio Communications.

All third party trademarks are copyright of their respective owners.

THIS DOCUMENTATION IS PROVIDED “AS IS” AND WITHOUT ANY EXPRESS OR IMPLIED
WARRANTIES, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

THE USE OF THE SOFTWARE AND ANY ASSOCIATED MATERIALS (COLLECTIVELY THE
“SOFTWARE”) IS SUBJECT TO THE SOFTWARE LICENSE TERMS OF CHELSIO
COMMUNICATIONS, INC.

Chelsio Communications (Headquarters) Chelsio (India) Private Limited

209 North Fair Oaks Avenue, Subramanya Arcade, Floor 3, Tower B
Sunnyvale, CA 94085 No. 12, Bannerghatta Road,
U.S.A Bangalore-560029
Karnataka,
www.chelsio.com India

Tel: 408.962.3600 Tel: +1-91-80-4039-6800

Fax: 408.962.3661

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Japan

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For all sales inquiries please send email to [email protected]

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For all support related questions please send email to [email protected]

Copyright © 2016. Chelsio Communications. All Rights Reserved.

Chelsio ® is a registered trademark of Chelsio Communications.
All other marks and names mentioned herein may be trademarks of their respective companies.

Chelsio T5/T4 Unified Boot for Linux & Windows ii

 Document History
Version Revision Date

1.0.0 05/18/2012
1.0.1 07/30/2012
1.0.2 10/05/2012
1.0.3 16/05/2012
1.0.4 07/31/2013
1.0.5 04/29/2014
1.0.6 09/05/2014
1.0.7 09/26/2014
1.0.8 10/13/2014
1.0.9 02/24/2015
1.1.0 05/05/2015
1.1.1 07/07/2015
1.1.2 08/26/2016

Chelsio T5/T4 Unified Boot for Linux & Windows iii

 TABLE OF CONTENTS

I. UNIFIED BOOT OPTION ROM 6

1. Introduction 7
1.1. Hardware Requirements 7
1.2. Software Requirements 9
1.3. Package Contents 9
2. Hardware Installation 10
3. Flashing Firmware and Option ROM 12
3.1. Preparing USB flash drive 12
3.2. Flashing 13
3.3. Default Option ROM Settings 21
4. Configuring PXE Server 24
5. PXE boot process 25
5.1. Legacy PXE boot 25
5.2. uEFI PXE Boot 29
6. FCoE boot process 36
6.1. Legacy FCoE boot 36
6.2. uEFI FCoE Boot 45
7. iSCSI boot process 55
7.1. Legacy iSCSI boot 55
7.2. uEFI iSCSI Boot 68

II. DRIVER UPDATE DISK FOR LINUX 80

1. Introduction 81
1.1. Hardware Requirements 81
1.2. Software Requirements 82
2. Creating Driver Update Disk (DUD) 83
2.1. Creating DUD for RedHat Enterprise Linux 83
2.2. Creating DUD for Suse Enterprise Linux 83
3. OS Installation 85
3.1. Installation using Chelsio DUD 85
3.2. Installation on FCoE LUN 96
3.3. Installation on iSCSI LUN 115

III. PXE-WDS DRIVER FOR WINDOWS 132

1. Introduction 133
1.1. Hardware Requirements 133
1.2. Software Requirements 133
2. PXE- WDS driver configuration 134
2.1. Windows Deployment Services 134
2.2. Adding Driver Packages to WDS Server 134
2.3. Adding Driver Packages to Boot Images 142
3. OS Installation 148
3.1. PXE Installation 148

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IV. APPENDIX 151
Chelsio End-User License Agreement (EULA) 152

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Chapter I. Unified Boot Option ROM

I. Unified Boot Option ROM

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Chapter I. Unified Boot Option ROM

1. Introduction
Thank you for choosing Chelsio T5/T4 Unified Wire adapters. These high speed, single chip,
single firmware cards provide enterprises and data centers with high performance solutions for
various Network and Storage related requirements.

The Terminator 5 (T5) is Chelsio’s next generation of highly integrated, hyper-virtualized

40/10GbE controllers. The T5 is built around a programmable protocol-processing engine, with
full offload of a complete Unified Wire solution comprising NIC, TOE, iWARP RDMA, ISCSI,
FCoE and NAT support. It scales true 40Gb line rate operation from a single TCP connection to
thousands of connections, and allows simultaneous low latency and high bandwidth operation
thanks to multiple physical channels through the ASIC.

The T4 adapters can fully offload TCP, UDP, iSCSI, iWARP and FCoE over a single Unified
Wire. The adapters also fully support SR-IOV, EVB/VNTag, DCB, Traffic Management and
Filtering.

Ideal for all data, storage and high performance clustering applications, the T5/T4 Adapters
enable a unified fabric over a single wire by simultaneously running all unmodified IP sockets,
Fibre Channel and InfiniBand applications over Ethernet at line rate.

Designed for deployment in virtualized data centers, cloud service installations and high
performance computing environments, Chelsio T5/T4 adapters bring a new level of performance
metrics and functional capabilities to the computer networking industry.

PXE is short for Preboot eXecution Environment and is used for booting computers over an
Ethernet network using a Network Interface Card (NIC). FCoE SAN boot process involves
installation of an operating system to an FC/FCoE disk and then booting from it. iSCSI SAN
boot process involves installation of an operating system to an iSCSI disk and then booting from
it.

This section of the guide explains how to configure and use Chelsio Unified Boot Option ROM
which flashes PXE, iSCSI and FCoE Option ROM onto Chelsio’s converged network adapters
(CNAs). It adds functionalities like PXE, FCoE and iSCSI SAN boot.

1.1. Hardware Requirements

1.1.1. Supported Adapters
The following are the currently shipping Chelsio Adapters that are compatible with Chelsio
Unified Boot Option ROM software:

T580-CR
T580-LP-CR
T580-SO-CR*

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T580-OCP-SO*
T540-CR
T520-CR
T520-LL-CR
T520-SO-CR*
T520-OCP-SO*
T520-BT
T440-CR
T440-LP-CR
T420-SO-CR*
T420-LL-CR
T420-CR
T422-CR
T420-BCH*
T420-BT
T404-BT

* Only PXE supported

1.1.2. Supported Hardware

The following hardware platforms are supported by Chelsio Unified Boot Option ROM software:

DELL PowerEdge T710

DELL PowerEdge 2950
DELL PowerEdge T110
Dell T5600
IBM X3650 M2
IBM X3650 M4*
HP ProLiant DL385G2
Supermicro X7DWE
Supermicro X8DTE-F
Supermicro X8STE
Supermicro X8DT6
Supermicro X9SRL-F
Supermicro X9SRE-3F
ASUS P5KPL
ASUS P8Z68

* If system BIOS version is lower than 1.5 and both Legacy and uEFI are enabled, system will
hang during POST. Please upgrade the BIOS version to 1.5 or higher to avoid this issue.

1.1.3. Supported Switches

The following switches are supported by Chelsio Unified Boot Option ROM software:

Cisco Nexus 5010 with 5.1(3) N1 (1a) firmware.

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Chapter I. Unified Boot Option ROM

Arista DCS-7124S-F
Mellanox SX_PPC_M460EX

Other platforms/switches have not been tested and are not guaranteed to work.

1.2. Software Requirements

Chelsio Unified Boot Option ROM software requires Disk Operating System to flash PXE ROM
onto Chelsio adapters.

1.3. Package Contents

Chelsio Unified Boot Option ROM package contains the following:

OptionROM: This directory contains Unified Boot Option ROM image (cubt4.bin), uEFI
driver (ChelsioUD.efi), default boot configuration file (bootcfg) and a flash utility (cfut4.exe),
which can be used to flash the option ROM onto Chelsio's T5 and T4 based Converged
Network Adapters (CNAs). It also contains Firmware (t5fw-x.xx.xx.x.bin for T5; t4fw-
x.xx.xx.x.bin for T4) files.
LinuxDUD: This directory contains files required to update drivers for Linux distributions.
WindowsDrivers: This directory contains network driver packages to be added to WDS
server and boot images.
EULA: Chelsio’s End User License Agreement.
docs: The docs directory contains support documents - README, Release Notes and
User’s Guide (this document) for the software package.

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2. Hardware Installation
i. Shutdown/power off your system.
ii. Power off all remaining peripherals attached to your system.
iii. Unpack the Chelsio adapter and place it on an anti-static surface.
iv. Remove the system case cover according to the system manufacturer’s instructions.
v. Remove the PCI filler plate from the slot where you will install the Ethernet adapter.
vi. For maximum performance, it is highly recommended to install the adapter into a PCIE
x8/x16 slot.
vii. Holding the Chelsio adapter by the edges, align the edge connector with the PCI connector
on the motherboard. Apply even pressure on both edges until the card is firmly seated. It
may be necessary to remove the SFP (transceiver) modules prior to inserting the adapter.
viii. Secure the Chelsio adapter with a screw, or other securing mechanism, as described by the
system manufacturer’s instructions. Replace the case cover.
ix. After securing the card, ensure that the card is still fully seated in the PCIE x8 slot as
sometimes the process of securing the card causes the card to become unseated.
x. Connect a fiber cable, multi-mode for short range (SR) optics or single-mode for long range
(LR) optics, to the 10Gb Ethernet adapter or regular Ethernet cable for the 1Gb Ethernet
adapter.
xi. Power on your system.
xii. On Linux systems, run update-pciids command to download the current version of PCI ID
list

[root@host~]# update-pciids
% Total % Received % Xferd Average Speed Time Time Time Current
Dload Upload Total Spent Left Speed
100 198k 100 198k 0 0 491k 0 --:--:-- --:--:-- --:--:-- 626k
Done.

xiii. Verify if the adapter was installed successfully:

 On Linux systems, run lspci command and you should see a similar output:

[root@host~]# lspci |grep -i Chelsio

07:00.0 Ethernet controller: Chelsio Communications Inc T520-LL-CR Unified
Wire Ethernet Controller
07:00.1 Ethernet controller: Chelsio Communications Inc T520-LL-CR Unified
Wire Ethernet Controller
07:00.2 Ethernet controller: Chelsio Communications Inc T520-LL-CR Unified
Wire Ethernet Controller
07:00.3 Ethernet controller: Chelsio Communications Inc T520-LL-CR Unified
Wire Ethernet Controller
07:00.4 Ethernet controller: Chelsio Communications Inc T520-LL-CR Unified
Wire Ethernet Controller

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07:00.5 SCSI storage controller: Chelsio Communications Inc T520-LL-CR

Unified Wire Storage Controller
07:00.6 Fibre Channel: Chelsio Communications Inc T520-LL-CR Unified Wire
Storage Controller

 On Windows systems, follow these steps:

i. Open Device Manager in Control Panel.
ii. Under Other devices section, Chelsio adapter should be listed as Ethernet
Controller. If the adapter is not listed, right-click on the system name or click
on the Actions menu and select Scan for hardware changes.

For Chelsio T5/T4 adapters, the physical functions are currently assigned as:

Physical functions 0 - 3: for the SR-IOV functions of the adapter

Physical function 4: for all NIC functions of the adapter
Physical function 5: for iSCSI
Physical function 6: for FCoE
Physical function 7: Currently not assigned

xiv. Based on the operating system, install the appropriate network driver. Install and load
cxgb4 for Linux systems and VBD and NDIS for Windows systems.

xv. Finally, verify if the card is discovered:

 For Linux systems, examine the output of dmesg and you should see a similar
output:

eth2: Chelsio T520-LL rev 1 1000/10GBASE-SFP RNIC MSI-X, Offload capable

0000:07:00.4: S/N: RE12130097, P/N: 11011675004

The above output indicates the hardware configuration of the adapters as well as the
Serial numbers.

 For Windows systems, open Device Manager again. Expand Network adapters
section and now Chelsio adapter should be listed.

Note Network device names for Chelsio’s physical ports are assigned using the following
convention: the port farthest from the motherboard will appear as the first network
interface. However, for T5 40G and T420-BT adapters, the association of physical
Ethernet ports and their corresponding network device names is opposite. For
these adapters, the port nearest to the motherboard will appear as the first network
interface.

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3. Flashing Firmware and Option ROM

Depending on the boot mode selected, Chelsio Unified Boot provides two methods to flash
firmware and option ROM onto Chelsio adapters: Flash utility cfut4 for Legacy mode and HII for
uEFI mode. Both methods also provide the functionality to update/erase (T5/T4) hardware
configuration and PHY firmware files. In addition, cfut4 can be used to configure base MAC
address of the adapter.

3.1. Preparing USB flash drive

This document assumes that you are using a USB flash drive as a storage media for the
necessary files. Follow the steps below to prepare the drive:

i. Create a DOS bootable USB flash drive. (Click here for instructions)
ii. Create a directory CHELSIO on the USB flash drive.
iii. If you haven’t done already, download Chelsio-Uboot-x.x.x.xx.zip from Chelsio Download
Center, service.chelsio.com
iv. Unzip the downloaded package and change your working directory to OptionROM directory.

[root@host~]# unzip Chelsio-Uboot-x.x.x.xx.zip

[root@host~]# cd Chelsio-Uboot-x.x.x.xx/OptionROM

v. Copy all the files and place them in the CHELSIO directory created on the USB flash drive.
vi. Plug-in the USB flash drive in the system on which the Chelsio CNA is installed.
vii. Reboot the system and go into the BIOS setup.
viii. Make the USB flash drive as the primary boot device.
ix. Save the changes and exit.

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3.2. Flashing
3.2.1. Legacy
i. In BIOS, configure the system having Chelsio CNA to boot in Legacy mode.

ii. Once the system boots from the USB flash drive, change your working directory to
CHELSIO directory:

C:\>cd CHELSIO

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iii. Run the following command to list all Chelsio CNAs present on the system. The list displays
a unique index for each CNA found.

C:\CHELSIO>cfut4 –l

iv. Delete any previous version of Option ROM flashed onto the CNA:

C:\CHELSIO>cfut4 –d <idx> -xb

Here, idx is the CNA index found in step iii (0 in this case)

v. Delete any previous firmware using the following command:

C:\CHELSIO>cfut4 -d <idx> -xh –xf

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vi. Delete any previous Option ROM settings:

C:\CHELSIO>cfut4 -d <idx> -xc

vii. Run the following command to flash the appropriate firmware (t5fw-x.xx.xx.x.bin for T5
adapters; t4fw-x.xx.xx.x.bin for T4 adapters).

C:\CHELSIO>cfut4 -d <idx> -uf <firmware_file>.bin

Here, firmware_file is the firmware image file present in the CHELSIO directory.

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viii. Flash the unified option ROM onto the Chelsio CNA using the following command:

C:\CHELSIO>cfut4 -d <idx> -ub cubt4.bin

Here, cubt4.bin is the unified option ROM image file present in the CHELSIO directory.

ix. Reboot the system for changes to take effect.

x. To configure the base MAC address (optional), use the below command:

C:\CHELSIO>cfut4 -d <idx> -um <Hex MAC Address>

Here, idx is the CNA index found in step (c)

For example,

C:\CHELSIO>cfut4 -d 0 -um 000743000123

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3.2.2. uEFI
i. Reboot the system and go into BIOS setup.
ii. Disable Secure Boot.
iii. Configure the system having Chelsio CNA to boot in uEFI mode.

Note For Supermicro systems, enable Network Stack as well before proceeding.

iv. Boot to EFI Shell.

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v. Issue command drivers to determine if Chelsio uEFI driver is loaded. If the driver is
loaded (as shown in the image below), continue to step (vi)

If the driver is not loaded, load the uEFI driver (ChelsioUD.efi) found in the CHELSIO directory,
and try again.

vi. Reboot the system and go into BIOS setup.

vii. Chelsio HII should be listed as Chelsio T4/T5. Highlight it and press [Enter].

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Chapter I. Unified Boot Option ROM

Note If Chelsio T4/T5 is not listed, please ensure that Chelsio uEFI driver is loaded
correctly as mentioned here in the Flashing Firmware and Option ROM
section.

viii. Highlight the Chelsio adapter to be configured and press [Enter].

ix. Highlight Flash Utility and press [Enter].

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x. Erase or update firmware using the methods explained below:

 Erase existing firmware
a. Select [Erase] as Flash Operation
b. Select [FW File] as Flash File Type
c. Select Update/Erase
d. Press [Y] to confirm.
e. Reboot system.

 Update firmware

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Chapter I. Unified Boot Option ROM

a. Select [Update] as Flash Operation

b. Select [FW File] as Flash File Type
c. Enter full path to the firmware file for Enter File Name. For e.g.: CHELSIO\t5fw-
1.13.32.0.bin.
d. Press [Enter]
e. Select Update/Erase
f. Press [Y] to confirm.
g. Reboot system

Similarly, you can use the above method to update/erase Option ROM, (T5/T4) Hardware
Configuration and PHY firmware file.

3.3. Default Option ROM Settings

If you wish to restore option ROM settings to their default values, i.e., PXE enabled, iSCSI and
FCoE disabled, use any of the methods mentioned below:

3.3.1. Using Option ROM (boot level)

 Legacy PXE

Boot system into Chelsio’s Unified Boot Setup utility and press F8.

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Chapter I. Unified Boot Option ROM

 uEFI PXE

Boot system into uEFI mode and press F3.

3.3.2. Using cxgbtool (OS level)

i. Depending on the operating system installed, download and install the latest Chelsio Unified
Wire software package from Chelsio Download Center
ii. Download Chelsio Unified Boot software package from Chelsio Download Center
iii. Change your working directory to software package and use cxgbtool to flash the default
boot configuration onto the adapter:

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Chapter I. Unified Boot Option ROM

 Linux

[root@host]# cd Chelsio-Uboot-x.x.x.xx/OptionROM
[root@host]# cxgbtool <ethX> loadboot-cfg bootcfg

 Windows

C:\Users\Administrator> cd Chelsio-Uboot-x.x.x.xx\OptionROM
C:\Users\Administrator> cxgbtool.exe <vbdInterface> loadboot-cfg bootcfg

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4. Configuring PXE Server

The following components are required to configure a server as PXE Server:

 DHCP Server
 TFTP Server

PXE server configuration steps for Linux can be found on following links:

 http://linux-sxs.org/internet_serving/pxeboot.html
 http://www.howtoforge.com/ubuntu_pxe_install_server

PXE server configuration steps for Windows can be found on following links:

 http://technet.microsoft.com/en-us/library/cc771670%28WS.10%29.aspx
 http://tftpd32.jounin.net/ (Use port # 67, set PXE option and provide bootable file name in
settings)
 http://unattended.sourceforge.net/pxe-win2k.html

Note Chelsio Communications does not take any responsibility regarding contents given
in above mentioned links. These are given for example purposes only.

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Chapter I. Unified Boot Option ROM

5. PXE boot process

Before proceeding, please ensure that the Chelsio CNA has been flashed with the provided
firmware and option ROM (See Flashing Firmware and option ROM).

5.1. Legacy PXE boot

i. After configuring the PXE server, make sure the PXE server works. Then reboot the client
machine.
ii. Press [Alt+C] when the message Chelsio Unified Boot BIOS vX.X.X.XX, Copyright (C)
2003-2016 Chelsio Communications Press <Alt-C> to Configure T4/T5 Card(s). Press <Alt-
S> to skip BIOS appears on the screen to enter the configuration utility.

iii. The configuration utility will appear as below:

iv. Choose the CNA on which you flashed the option ROM image. Hit [Enter].

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Chapter I. Unified Boot Option ROM

v. Enable the Adapter BIOS using arrow keys if not already enabled. Hit [ENTER].

Note Use the default values for Boot Mode, EDD and EBDA Relocation parameters,
unless instructed otherwise.

vi. Choose PXE from the list to configure. Hit [Enter].

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Chapter I. Unified Boot Option ROM

vii. Use the arrow keys to highlight the appropriate function among the supported NIC functions
and hit [Enter] to select.

viii. Enable NIC function bios if not already enabled.

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Chapter I. Unified Boot Option ROM

ix. Choose the boot port to try the PXE boot. It is recommended to only enable functions and
ports which are going to be used. Please note that enabling NIC Func 00 will enable port 0
for PXE, enabling NIC Func 01 will enable port 1 and so on for NIC function. Please refer
the table below:

NIC Function enabled Ports enabled

NIC Func00 00
NIC Func01 01
NIC Func02 02
NIC Func03 03

x. Hit [F10] or [Esc] and then [Y] to save configuration changes.

xi. Reboot the system.

xii. Allow the Chelsio option ROM to initialize and setup PXE devices. DO NOT PRESS ALT-S
to skip Chelsio option ROM.

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Chapter I. Unified Boot Option ROM

xiii. In the system setup, choose any one of the Chelsio PXE devices as the first boot device.

xiv. Reboot. DO NOT PRESS ALT-S to skip Chelsio option ROM, during POST.
xv. Hit [F12] key when prompted to start PXE boot.

5.2. uEFI PXE Boot

 Only uEFI v2.1 and v2.3.1 supported.

Important
 Any other uEFI version is NOT SUPPORTED and may render your
system unusable.

This section describes the method to configure and use Chelsio uEFI PXE interfaces.

i. Reboot the system and go into the BIOS setup.

ii. Disable Secure Boot, if not already done.
iii. Chelsio HII should be listed as Chelsio T4/T5. Highlight it and press [Enter].

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Chapter I. Unified Boot Option ROM

Note If Chelsio T4/T5 is not listed, please ensure that Chelsio uEFI driver is loaded
correctly as mentioned here in the Flashing Firmware and Option ROM
section.

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iv. Select the Chelsio adapter to be configured and press [Enter].

v. Select Configuration Utility and press [Enter].

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Chapter I. Unified Boot Option ROM

vi. Enable adapter BIOS if not already enabled.

Note It is highly recommended that you use the Save Changes option every time a
parameter/option is changed.

vii. Select Chelsio Protocol Selection and press [Enter].

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Chapter I. Unified Boot Option ROM

viii. Select PXE and press [Enter].

ix. Choose the boot port to try PXE boot. It is recommended to enable only those functions and
ports which are going to be used. Please note that enabling PXE Function 0 will enable port
0 for PXE, enabling PXE Function 1 will enable port 1 and so on, for NIC function. Please
refer the table below:
NIC Function enabled Ports enabled
PXE Function 0 00
PXE Function 1 01
PXE Function 2 02
PXE Function 3 03

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x. Select Save Changes and press [Enter]

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Chapter I. Unified Boot Option ROM

xi. Reboot the system and choose any of the available Chelsio PXE devices for PXE boot.

xii. Reboot and hit [F12] key when prompted to start PXE boot.
xiii. Chelsio option ROM will now initialize and setup PXE devices.

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6. FCoE boot process

Before proceeding, please ensure that the Chelsio CNA has been flashed with the provided
firmware and option ROM (See Flashing firmware and option ROM).

6.1. Legacy FCoE boot

i. Reboot the system.
ii. Press [Alt+C] when the message “Chelsio Unified Boot BIOS vX.X.X.XX, Copyright (C)
2003-2016 Chelsio Communications Press <Alt-C> to Configure T4/T5 Card(s). Press <Alt-
S> to skip BIOS” appears on the screen to enter the configuration utility.

iii. The configuration utility will appear as below:

iv. Choose the CNA on which you flashed the option ROM image. Hit [Enter].

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Chapter I. Unified Boot Option ROM

v. Enable the Adapter BIOS if not already enabled. Hit [ENTER].

Note Use the default values for Boot Mode, EDD and EBDA Relocation parameters,
unless instructed otherwise.

vi. Choose FCoE from the list to configure and hit [Enter].

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vii. Choose the first option, Configure function parameters, from the list of parameter type
and hit [Enter].

viii. Enable FCoE BIOS if not already enabled.

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Chapter I. Unified Boot Option ROM

ix. Choose the order of the ports to discover FCoE targets.

x. Set discovery timeout to a suitable value. Recommended value is >= 30.

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xi. Hit [F10] or [Esc] and then [Y] to save the configuration.

xii. Choose Configure boot parameters.

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xiii. Select the first boot device and hit [Enter] to discover FC/FCoE targets connected to the
switch. Wait till all reachable targets are discovered.

xiv. List of discovered targets will be displayed. Highlight a target using the arrow keys and hit
[Enter] to select.

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xv. From the list of LUNs displayed for the selected target, choose one on which operating
system has to be installed. Hit [Enter].

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xvi. Hit [F10] or [Esc] and then [Y] to save the configuration.

xvii. Reboot the machine.

xviii. During POST, Chelsio option ROM will discover FCoE targets.

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xix. Enter BIOS setup and choose FCoE disk discovered via Chelsio adapter as the first boot
device.

xx. Reboot and boot from the FCoE disk or install the required OS using PXE.

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6.2. uEFI FCoE Boot

 Only uEFI v2.1 and v2.3.1 supported.

Important
 Any other uEFI version is NOT SUPPORTED and may render your
system unusable.

i. Reboot the system and go into BIOS setup.

ii. Disable Secure Boot, if not already done.
iii. Select Chelsio T4/T5 and press [Enter]

Note If Chelsio T4/T5 is not listed, please ensure that Chelsio uEFI driver is loaded
correctly as mentioned here in the Flashing Firmware and Option ROM
section.

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iv. Select the Chelsio adapter to be configured and press [Enter].

v. Select Configuration Utility and press [Enter].

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vi. Enable adapter BIOS if not already enabled.

Note It is highly recommended that you use the Save Changes option every time a
parameter/option is changed.

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vii. Select Chelsio Protocol Selection and press [Enter].

viii. Select FCoE and press [Enter].

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ix. Under Function Parameters, enable FCoE BIOS, if not already enabled.

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x. Set discovery timeout to a suitable value. Recommended value is >= 30

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xi. Choose the order of the ports to discover FCoE targets.

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xii. Under the first boot device, select Discover Target and press [Enter] to discover FC/FCoE
targets connected to the switch. Wait till all reachable targets are discovered.

xiii. List of discovered targets will be displayed. Highlight a target to select it and hit [Enter].

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xiv. List of LUNs for the selected target will be displayed. Highlight a LUN to select it and hit
[Enter].

xv. Select Save Changes and press [Enter].

xvi. Reboot the system for changes to take effect.

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xvii. The discovered LUN should appear in the Boot Configuration section and system BIOS
section.

xviii.Select the LUN as the first boot device and exit from BIOS.
xix. Either boot from the LUN or install the required OS.

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7. iSCSI boot process

Before proceeding, please ensure that the Chelsio CNA has been flashed with the provided
firmware and option ROM (See Flashing Firmware and option ROM).

7.1. Legacy iSCSI boot

i. Reboot the system.
ii. Press [Alt+C] when the message “Chelsio Unified Boot BIOS vX.X.X.XX, Copyright (C)
2003-2016 Chelsio Communications Press <Alt-C> to Configure T4/T5 Card(s). Press <Alt-
S> to skip BIOS” appears on the screen to enter the configuration utility.

iii. The configuration utility will appear as below:

iv. Choose the CNA on which you flashed the option ROM image. Hit [Enter].

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v. Enable the Adapter BIOS if not already enabled. Hit [Enter].

Note Use the default values for Boot Mode, EDD and EBDA Relocation parameters,
unless instructed otherwise.

vi. Choose iSCSI from the list to configure and hit [Enter].

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vii. Choose the first option, Configure Function Parameters, from the list of parameter type
and hit [Enter].

viii. Enable iSCSI BIOS if not already enabled. iBFT (iSCSI Boot Firmware Table) will be
selected by default. You can also configure the number of iSCSI login attempts (retries) in
case the network is unreachable or slow.

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ix. Choose the order of the ports to discover iSCSI targets.

x. Set discovery timeout to a suitable value. Recommended value is >= 30.

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xi. Hit [Esc] and then [Y] to save the configuration.

xii. Go back and choose Configure Initiator Parameters to configure initiator related
properties.

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xiii. Initiator properties like IQN, Header Digest, Data Digest, etc. will be displayed. Change the
values appropriately or continue with the default values. Hit [F10] to save.

xiv. CHAP authentication is disabled by default. To enable and configure, go back and choose
Configure CHAP Parameters

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xv. Enable CHAP authentication by selecting ENABLED in the CHAP Policy field. Next,
choose either one-way or mutual as the authentication method. Finally, provide Initiator and
Target CHAP credentials according to the authentication method selected. Hit [F10] to
save.

xvi. Go back and choose Configure Network Parameters to configure iSCSI Network related
properties.

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xvii. Select the port using which you want to connect to the target. Hit [Enter].

xviii. Select Yes in the Enable DHCP field to configure port using DHCP or No to manually
configure the port. Hit [F10] to save.

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xix. Go back and choose Configure Target Parameters to configure iSCSI target related
properties.

xx. If you want to discover target using DHCP, select Yes in the Discover Boot Target via
DHCP field. To discover target via static IP, select No and provide the target IP and Hit
[F10] to save. The default TCP port selected is 3260.

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xxi. Go back and choose Discover iSCSI Target (s) to connect to a target.

xxii. Select the portal group on which iSCSI service is provided by the target.

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xxiii.A list of available targets will be displayed. Select the target you wish to connect to and hit
[Enter].

xxiv. A list of LUNs configured on the selected target will be displayed. Select the LUN you
wish to connect to and hit [Enter].

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xxv. Hit [Esc] and then [Y] to save the configuration.

xxvi. Reboot the machine.

xxvii. During POST, Chelsio option ROM will discover iSCSI targets.

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xxviii. Enter BIOS setup and choose iSCSI target LUN discovered via Chelsio adapter as the
first boot device.

xxix. Reboot and boot from the iSCSI Target LUN or install the required OS using PXE.

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7.2. uEFI iSCSI Boot

 Only uEFI v2.1 and v2.3.1 supported.

Important
 Any other uEFI version is NOT SUPPORTED and may render your
system unusable.

This section describes the method to perform iSCSI boot on uEFI platforms.

i. Reboot the system and go into BIOS setup.

ii. Disable Secure Boot, if not already done.
iii. Select Chelsio T4/T5 and press [Enter]

Note If Chelsio T4/T5 is not listed, please ensure that Chelsio uEFI driver is loaded
correctly as mentioned here in the Flashing Firmware and Option ROM
section.

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iv. Select the Chelsio adapter to be configured and press [Enter].

v. Select Configuration Utility and press [Enter].

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vi. Enable adapter BIOS if not already enabled.

Note It is highly recommended that you use the Save Changes option every time a
parameter/option is changed.

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vii. Select Chelsio Protocol Selection and press [Enter].

viii. Select iSCSI and press [Enter]

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ix. Under Function Parameters, enable iSCSI BIOS, if not already enabled.

x. Set discovery timeout to a suitable value. Recommended value is >= 30

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xi. Choose the order of the ports to discover iSCSI targets.

xii. Under Initiator Parameters, iSCSI Initiaitor properties like IQN, Header Digest, Data
Digest, etc will be displayed. Change the values appropriately or continue with the default
values.

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xiii. Under the first port, select Enable DHCP field, hit [Enter] and select Enabled. This will
configure port using DHCP. Select Disabled to manually configure the port.

xiv. Under Target Parameters, select Enabled for the Boot Target via DHCP parameter to
discover target using DHCP.

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To discover target via static IP, select Disabled and provide the target IP.

xv. CHAP authentication is disabled by default. To enable and configure, highlight CHAP
Policy and hit [Enter]. Select the policy type from the corresponding pop-up and hit [Enter]
again.

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xvi. Provide Initiator and Target CHAP credentials according to the CHAP policy selected.

xvii. Select Discover Target and press [Enter] to discover iSCSI targets connected to the
switch. Wait till all reachable targets are discovered.

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xviii.A list of available targets will be displayed. Select the target you wish to connect to and hit
[Enter].

xix. A list of LUNs configured on the selected target will be displayed. Select the LUN you
wish to connect to and hit [Enter].

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xx. Select Save Changes and press [Enter]

xxi. Reboot the system for changes to take effect.

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xxii. The discovered LUN should appear in the Boot Configuration section and system BIOS.

xxiii. Select the LUN as the first boot device and exit from BIOS.
xxiv. Either boot from the LUN or install the required OS.

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II. Driver Update Disk for Linux

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1. Introduction
The following section describes the procedure to create Driver Update Disks for RHEL and
SLES distributions for T5 adapters. In case of T4 adapters, you can skip this step and use inbox
drivers to install the operating system.

1.1. Hardware Requirements

1.1.1. Supported Adapters
The following are the currently shipping Chelsio Adapters that are compatible with Chelsio
Driver Update Disk software:

T580-CR
T580-LP-CR
T580-SO-CR*
T580-OCP-SO*
T540-CR
T520-CR
T520-LL-CR
T520-SO-CR*
T520-OCP-SO*
T520-BT
T440-CR
T440-LP-CR
T420-SO-CR*
T420-LL-CR
T420-CR
T422-CR
T420-BCH*
T404-BT
T420-BT

* Only PXE supported

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1.2. Software Requirements

1.2.1. Linux Requirements
The Chelsio Driver Update Disk driver has been developed to run on 64-bit Linux
platforms. Following is the list of Drivers/Software and supported Linux distributions:

Linux Distribution Driver/Software (DUDs)

RHEL 7.2, 3.10.0-327.el7 PXE, FCoE, iSCSI

RHEL 7.1, 3.10.0-229.el7 PXE, FCoE, iSCSI

RHEL 6.7, 2.6.32-573.el6 PXE, FCoE, iSCSI

RHEL 6.6, 2.6.32-504.el6 PXE, FCoE, iSCSI

SLES 12 SP1, 3.12.49-11-default PXE, FCoE, iSCSI

SLES 12, 3.12.28-4-default PXE, FCoE, iSCSI

SLES 11 SP4, 3.0.101-63-default PXE, FCoE, iSCSI

Note Other kernel versions have not been tested and are not guaranteed to work.

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2. Creating Driver Update Disk (DUD)

The following section describes the procedure to create Driver Update Disks for RHEL and
SLES distributions for T5 adapters. In case of T4 adapters, you can skip this step and use inbox
drivers to install the operating system.

2.1. Creating DUD for RedHat Enterprise Linux

i. If you haven’t done already, download Chelsio-Uboot-x.x.x.xx.zip from Chelsio Download
Center, service.chelsio.com
ii. Unzip the package,

[root@host~]# unzip Chelsio-Uboot-x.x.x.xx.zip

iii. Change your current working directory to LinuxDUD directory,

[root@host~]# cd Chelsio-Uboot-x.x.x.xx/LinuxDUD

iv. Insert a blank, formatted USB flash drive.

v. Depending on the distribution to be installed, copy the corresponding image file to the USB
drive. For example, execute the following command for RHEL 6.6:

[root@host~]# cp Chelsio-DriverUpdateDisk-RHEL6.6-x86_64-x.xx.x.x.img <path

to USB drive>

Note For RHEL 7.X, use Chelsio-DriverUpdateDisk-RHEL7.X-x86_64-x.xx.x.x.iso

2.2. Creating DUD for Suse Enterprise Linux

i. If you haven’t done already, download Chelsio-Uboot-x.x.x.xx.zip from Chelsio Download
Center, service.chelsio.com
ii. Unzip the package,

[root@host~]# unzip Chelsio-Uboot-x.x.x.xx.zip

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iii. Insert a blank USB flash drive.

iv. Format the USB drive

[root@host~]# mkfs.vfat /dev/sda1

v. Depending on the distribution to be installed, copy the corresponding image file to the USB
stick. For example, execute the following command for SLES11sp4.

[root@host~]# dd if=/root/Chelsio-Uboot-x.x.x.xx/LinuxDUD/Chelsio-
DriverUpdateDisk-SLES11sp4-x86_64-x.x.x.x.img of=/dev/sda1

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3. OS Installation

3.1. Installation using Chelsio DUD

This is the recommended method for installing Linux OS using Chelsio PXE boot. The
Chelsio Driver Update Disk (DUD) has support for all the new adapters. Use Network Boot (PXE
Boot) media to install the OS, and provide the Driver Update Disk as per the detailed
instructions for each OS.

The DUD supports installation of Linux distributions using Chelsio adapters over
Network. There may be built-in Chelsio driver in these distributions. The driver may or may not
work with Chelsio adapters, depending on the adapter in use, and the version of the driver that
shipped in that particular distribution. Please flash the firmware provided in the package.

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3.1.1. RHEL 7.X installation

i. Please make sure that the USB drive with DUD image is inserted. Type e and then dd at the
boot prompt for the installation media. The dd option specifies that you will be providing a
Driver Update Disk during the installation.

Note In case of iSCSI boot, type dd ip=ibft

ii. You will be asked to select the Driver Update Disk device from a list. USB drives usually
show up as SCSI disks in Linux. Enter the index number of the device to be used and hit
[Enter].

iii. The installer will search and display DUD image files found in the selected device. Enter the
index number of the file to be used and hit [Enter].

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iv. Drivers provided in the DUD will be listed. Enter 1 to select FCoE driver (csiostor), or 2 to
select Network driver (cxgb4). Hit [Enter]

v. To select the next driver, enter the driver index or enter “c” to start the loading process. Hit
[Enter]. The selected driver(s) will now be loaded.

Note To deselect a driver, enter the index of the selected driver and hit [Enter]

vi. The Driver disk prompt will be displayed again. Follow the same procedure mentioned
above to select any other drivers you wish to load or press “C” to skip and start the loading
process.

vii. After the drivers are successfully loaded, OS installation will commence. Proceed as usual.

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3.1.2. RHEL 6.X installation

i. Please make sure that the USB drive with DUD image is inserted. Press Tab and then type
dd at the boot prompt for the installation media. The dd option specifies that you will be
providing a Driver Update Disk during the installation.

ii. The installer will load and prompt you for the driver update disk. Select “Yes” and hit [Enter]
to proceed.

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iii. You will be asked to select the Driver Update Disk device from a list. USB drives usually
show up as SCSI disks in Linux. So if there are no other SCSI disks connected to the
system, the USB drive would assume the first drive letter “a”. Hence the drive name would
be “sda”.

You can view the messages from the Linux kernel and drivers to determine the name of the
USB drive, by pressing [Alt] + [F3] or [Alt] + [F4]. Press [Alt] + [F1] to get back to the list.

iv. Select the Appropriate image file and Choose “OK”. Now the installer will search for the
appropriate drivers from the driver disk and load them. This step may take some time.
Check on the [Alt] + [F3] or [Alt] + [F4] screens for log messages.

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v. The installer will ask if you wish to load more drivers. Choose “Yes” to load if you have any
other drivers to load. Otherwise choose “No”.

vi. Select the required language from the list.

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vii. Select the type of keyboard you have from the list.

viii. In this step, you can choose the source which contains the OS installation ISO image. In this
case, select “NFS directory”.

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ix. The Chelsio network devices will be displayed. Select the appropriate Chelsio NIC interface
to proceed with installation.

x. Here you can specify if you want to configure your network interfaces using DHCP or
manually using IPv4. IPv6 is currently not supported. Hence disable IPv6 before proceeding.

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xi. Proceeding with the installation will get NFS/FTP/HTTP setup page. Here, provide NFS
server details to proceed with the installation. Then the graphical Installation screens for
RHEL will appear. Proceed with the installation as usual.

3.1.3. SLES 11 SPx/SLES 12/SLES 12 SPx installation

i. Please make sure that the USB drive with DUD image is inserted.
ii. Select the appropriate entry from the PXE menu and press [Enter].

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iii. Select “Start Installation” and then “Start Installation or Update”.

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iv. Select “Network” as the source of medium to install the SLES Operating System.

v. Select the desired Network protocol from the list presented.

vi. Select the appropriate Chelsio interface from the list to proceed with installation. You can
view the messages from the Linux kernel and drivers to determine the name of NIC interface
by pressing [Alt] + [F3] or [Alt] + [F4]. Press [Alt] + [F1] to get back to the list.

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vii. Select “Yes” to configure the network interface selected in the previous step using DHCP.

viii. Provide a valid NFS/FTP/HTTP/TFTP Server IP address to proceed.

ix. Provide a valid directory path to the operating system to be installed.

x. Proceed with the installation as usual.

3.2. Installation on FCoE LUN

 If you are installing using CD/DVD, please make sure that the USB drive with DUD
image is inserted. Also, change the boot priority to boot from CD/DVD in the BIOS setup.
i. Insert the OS installation disc into your CD/DVD ROM.
ii. On the Grub menu, choose Install or upgrade an existing system option if not
already selected.
iii. Type e and then dd at the boot prompt for RHEL 7. For RHEL 6 and SLES
distributions, press Tab and then dd.

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iv. Load Chelsio Driver Update Disk depending on the Linux distribution (Click here
for RHEL 7.x; Click here for RHEL6.x; Click here for SLES 11 SPx/SLES
12/SLES 12 SPx).

 If you are installing from a PXE server, please refer 3.1. Installation using Chelsio
DUD) (Click here for RHEL 7.x; Click here for RHEL6.x; Click here for SLES11 SPx/
SLES12) section to load Chelsio Driver Update Disk.

After successfully loading Chelsio DUD, follow the procedure mentioned below to
continue installation, based on the distribution.

3.2.1. RHEL 7.x

i. Choose your installation language and click Continue

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ii. Click INSTALLATION DESTINATION under SYSTEM.

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iii. The discovered FC/FCoE LUNs will appear as local storage in the Local Standard Disks
section. Select the LUN which was saved as boot device in system BIOS.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

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iv. Under Other Storage Options, you can either chose to configure partition automatically or
manually. Select the appropriate option and click Done. Then proceed with the installation
as usual.

3.2.2. RHEL 6.x Installation

i. Click Next when the graphical installer screen appears.

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ii. Select Specialized Storage Devices radio button and click Next.

iii. Select the FC/FCoE LUN which was saved as boot device in system BIOS and click Next.
Then proceed with the installation as usual.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

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3.2.3. SLES11 SPx Installation

i. Choose installation language and Keyboard layout type. Select the checkbox I Agree to the
License terms and click Next.

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ii. Select New Installation to perform a fresh installation and click Next.

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iii. Choose from the available server base scenarios and click Next.

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iv. Configure Clock and Time Zone settings. Click Next.

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v. The discovered FC/FCoE LUNs will appear in the Preparing Hard Disk screen. Select the
LUN which was saved as boot device in system BIOS. Click Next.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

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vi. The Installation Settings screen displays the summary of user-selected and YaST-
suggested options for the installation. You can review and modify them if required. Basic
settings can be changed in the Overview tab and advanced settings can be changed in the
Expert tab. To change, click on one of the headlines or click Change and select the
category. Finally, click Next.

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vii. The Expert Partitioner screen displays the partition setup suggested by the installer. Click
on the device selected in step (v) and click Accept.

viii. Proceed with installation as usual.

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3.2.4. SLES 12/SLES 12 SPx Installation

i. Choose installation language and keyboard layout type. Select the checkbox I Agree to the
License terms and click Next.

ii. During system probe, the YaST installer will detect Chelsio FCoE driver csiostor present in
the DUD and prompt for confirmation to load/activate. Press [OK].

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iii. To receive the latest updates for your operating system and technical support, you will need
to register your system. Enter the registration or evaluation code for your copy of SLES12
and email id associated with your Suse Customer Care (SCC) account and click Next.

To bypass registration, click Skip Registration and then Yes on the pop-up window that
appears.

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iv. The next screen will display a list of add-ons and extensions available for SLES12. To
install, select the checkbox I would like to install an additional Add On Product, then select
the radio button for the add-on/extension you wish to install, and click Next.

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v. On the Suggested Partitioning screen, YaST generated partition setup will be displayed. To
change the suggested settings click Edit Proposal Settings. To select the disk on which to
apply the proposed settings, click Create Partition Setup. To change the partition setup
click Expert Partitioner.

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vi. Click Create Partition Setup and select the LUN which was saved as boot device in system
BIOS. Click Next.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

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vii. To use the entire LUN for installation, click User Entire Hard Disk. Please note that this will
delete all the existing partitions. To install operating system on an existing partition, select
the partition from the list displayed. Click Next.

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viii. The selected LUN should now appear in the Suggested Partitioning screen. Click Next.

ix. Proceed with installation as usual.

3.3. Installation on iSCSI LUN

 If you are installing using CD/DVD, please make sure that the USB drive with DUD
image is inserted. Also, change the boot priority to boot from CD/DVD in the BIOS setup.
i. Insert the OS installation disc into your CD/DVD ROM.
ii. On the Grub menu, choose Install or upgrade an existing system option if not
already selected.
iii. For RHEL 6 press Tab and then type dd. For RHEL 7, type e and then dd ip=ibft.
This will ensure that Chelsio iSCSI Initiator driver is used as SCSI transport
medium. For SLES distributions, press Tab and then type dd.
iv. Load Chelsio Driver Update Disk depending on the Linux distribution (Click here
for RHEL 7.x; Click here for RHEL6.x; Click here for SLES 11 SPx/SLES
12/SLES 12 SPx.

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 If you are installing from a PXE server, please refer 3.1. Installation using Chelsio
DUD (Click here for RHEL 7.x; Click here for RHEL6.x; Click here for SLES 11
SPx/SLES 12/SLES 12 SPx) section to load Chelsio Driver Update Disk.

After successfully loading Chelsio DUD, follow the procedure mentioned below to
continue installation, based on the distribution.

3.3.1. RHEL 7.x

i. On the installer welcome screen, choose your installation language and click Continue

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ii. Click Installation Destination under SYSTEM.

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iii. Click Add a disk

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iv. The discovered iSCSI LUNs will appear in the Search tab. Select it and click Done.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

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v. Under Other Storage Options, you can either chose to configure partition automatically or
manually. Select the appropriate option and click Done. Then proceed with the installation
as usual.

3.3.2. RHEL 6.x

i. Click Next when the graphical installer screen appears.

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ii. Select Specialized Storage Devices radio button and click Next.

iii. The discovered LUNs will appear in the Basic Devices tab. Select the LUN which was
saved as boot device in system BIOS and click Next.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

iv. Proceed with the installation as usual.

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3.3.3. SLES11 SPx installation

i. Choose installation language and Keyboard layout type. Select the checkbox I Agree to the
License terms and click Next.

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ii. Click Configure iSCSI Disks in the Disk Activation screen.

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iii. The discovered LUNs will appear in the Connected Targets tab. Select the LUN which was
saved as boot device in system BIOS and click OK.

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iv. Select New Installation to perform a fresh installation and click Next.

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v. Configure Clock and Time Zone settings. Click Next.

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vi. Choose from the available server base scenarios and click Next.

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vii. The Installation Settings screen displays the summary of user-selected and YaST-
suggested options for the installation. You can review and modify them if required. Basic
settings can be changed in the Overview tab and advanced settings can be changed in the
Expert tab. To change, click on one of the headlines or click Change and select the
category. Finally, click Next.

viii. Proceed with installation as usual.

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3.3.4. SLES 12/SLES 12 SPx Installation

i. Choose installation language and Keyboard layout type. Select the checkbox I Agree to the
License terms and click Next.

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ii. Click Configure iSCSI Disks in the Disk Activation screen.

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iii. The discovered LUNs will appear in the Connected Targets tab. Select the LUN which was
saved as boot device in system BIOS and click OK.

Note Make sure the same LUN discovered at the Option ROM stage is selected for OS
installation.

iv. Proceed with the installation as usual.

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Chapter III. PXE-WDS Driver for Windows

III. PXE-WDS Driver For Windows

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1. Introduction
This section describes the use and configuration of Chelsio’s PXE-WDS driver package for
Chelsio’s T5 adapters. The driver package consists of Network driver needed to install Windows
operating system using WDS server for Chelsio CNAs.

Windows Deployment Services can be used to add driver packages to boot image on the
server and configure them to be deployed to client computers along with the install image. This
can be used to PXE boot to the supported operating systems.

Chelsio is providing Network driver to be used during the PXE installation process from
WDS server.

1.1. Hardware Requirements

1.1.1. Supported Adapters
The following are the currently shipping Chelsio adapters that are compatible with Chelsio PXE-
WDS driver:

T580-CR
T580-LP-CR
T580-SO-CR
T540-CR
T520-CR
T520-LL-CR
T520-SO-CR
T520-BT

1.2. Software Requirements

1.2.1. Windows Requirements
The Chelsio PXE-WDS driver package has been developed to run on Windows platform.
Currently the driver is available for following versions:

Windows Server 2016 (only PXE)

Windows Server 2012 R2 (only PXE)

Other versions have not been tested and are not guaranteed to work.

Note Boot image from above mentioned operating systems is supported. You can find
the image (boot.wim) in \Sources folder in the installation CD/DVD.

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2. PXE- WDS driver configuration

You can use Windows Deployment Services to add driver packages (such as network
adapter drivers, mass storage drivers, and bus drivers) to Windows boot images. This means
that you do not have to export the image, use the tools in the Windows Automated Installation
Kit to add driver packages manually- and then add the updated boot image.

2.1. Windows Deployment Services

Please refer to Microsoft documentation to setup WDS server. Additional information is
available at Windows Deployment Services Getting Started Guide.

2.2. Adding Driver Packages to WDS Server

First add VBD driver and then followed by NDIS. For more information, see Managing
and Deploying Driver Packages.

Before proceeding, download Chelsio-Uboot-x.x.x.xx.zip from Chelsio Download Center,

service.chelsio.com and unzip the contents of the package to a desired location.

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2.2.1. Adding VBD

i. Open the Windows Deployment Services MMC snap-in. Expand the Servers node and
the node for your Windows Deployment Services server. Right-click the Drivers node and
select Add Driver Package.

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ii. Select the Select driver package from an .inf file option and click Browse.

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iii. Locate the VBD driver (chvbdx64.inf) in Chelsio-Uboot-

x.x.x.xx/WindowsDrivers/NetworkDriver/amd64 and click Open.

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iv. Please ensure that the checkbox for chvbdx64[x64] is selected and click Next.

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v. To add the selected VBD driver, click Next or to change click Back.

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vi. The selected driver will now be added to the server. After the task is complete, click Next.

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vii. When asked which driver group to add the packages to, select Select an existing driver
group, and ensure that DriverGroup1 is selected. This driver group (by default) is configured
as follows:
a) It has no filters so all clients will have access to the packages in this group, and
b) Only packages that match the client’s hardware will be installed.

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viii. On the last page of the wizard, make sure that the check box for Modify the filters for the
group now is unselected, and click Finish.

2.2.2. Adding NDIS (chnetx64.inf)

The procedure for adding NDIS driver to the WDS server is similar to VBD as explained in the
previous section. In step (iii), locate and use the file chnetx64.inf and in step (iv), ensure that
only chnetx64[x64] is selected.

2.3. Adding Driver Packages to Boot Images

Please ensure that the VBD and NDIS drivers are added to the WDS server before proceeding
(See Adding Driver Packages to WDS Server). Also, add VBD driver first and then followed
by NDIS to the boot image. For more information, see Managing and Deploying Driver
Packages.

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2.3.1. Adding VBD driver

i. Open the Windows Deployment Services MMC snap-in. Expand the Servers node and
then Boot Images node.
ii. Right-click on the boot image that you want to add the driver to, and select Add Driver
Packages to Image.

iii. If required, back up the boot image by following the instruction on the screen or click Next to
continue.

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iv. Click Search for Packages. Then in the Search results section, select the checkbox for
chvbdx64[x64] only and click Next.

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v. To add the selected VBD driver, click Next or to change click Back.

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vi. The VBD driver will now be added to the boot image.

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vii. Once the task is completed, click Finish to close the wizard.

2.3.2. Adding NDIS driver (chnetx64.inf) to Windows boot image

The procedure for adding NDIS driver to Windows boot image is similar to VBD as explained in
the previous section. In step (iv), select the checkbox for chnetx64[x64] only and click Next.

Note If the image you are updating is currently being downloaded to a client when you
perform this procedure, Windows Deployment Services will ensure that the client
receives a consistent copy of the file.

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3. OS Installation
This is the recommended method for installing Windows OS using Chelsio PXE boot. Please
ensure that the necessary driver packages have been added to Windows boot image (boot.wim)
as mentioned in the previous section before proceeding.

3.1. PXE Installation

i. Reboot the machine. In the boot menu, choose the port which was used to connect to the
PXE-WDS Server.

ii. On successful connection, Windows boot image will load from the PXE-WDS server.

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iii. Next, the Windows Setup window will appear. Select the System Locale (language) and
Keyboard/input method. Click Next.

iv. Enter server credentials and click OK.

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v. Select the operating system to be installed and click Next.

vi. Select the hard drive and click Next to continue with the installation.

vii. Proceed with installation as usual.

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IV. Appendix

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Chapter IV. Appendix

Chelsio End-User License Agreement (EULA)

Installation and use of the driver/software implies acceptance of the terms in the Chelsio End-
User License Agreement (EULA).

IMPORTANT: PLEASE READ THIS SOFTWARE LICENSE CAREFULLY BEFORE DOWNLOADING OR OTHERWISE
USING THE SOFTWARE OR ANY ASSOCIATED DOCUMENTATION OR OTHER MATERIALS
(COLLECTIVELY, THE "SOFTWARE"). BY CLICKING ON THE "OK" OR "ACCEPT" BUTTON YOU
AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TERMS OF
THIS AGREEMENT, CLICK THE "DO NOT ACCEPT" BUTTON TO TERMINATE THE INSTALLATION
PROCESS.

1. License. Chelsio Communications, Inc. ("Chelsio") hereby grants you, the Licensee,
and you hereby accept, a limited, non-exclusive, non-transferable license to install
and use the Software with one or more Chelsio network adapters on a single server
computer for use in communicating with one or more other computers over a network.
You may also make one copy of the Software in machine readable form solely for back-up
purposes, provided you reproduce Chelsio's copyright notice and any proprietary
legends included with the Software or as otherwise required by Chelsio.

2. Restrictions. This license granted hereunder does not constitute a sale of the
Software or any copy thereof. Except as expressly permitted under this Agreement, you
may not:

(i) reproduce, modify, adapt, translate, rent, lease, loan, resell, distribute, or
create derivative works of or based upon, the Software or any part thereof; or

(ii) make available the Software, or any portion thereof, in any form, on the
Internet. The Software contains trade secrets and, in order to protect them, you may
not decompile, reverse engineer, disassemble, or otherwise reduce the Software to a
human-perceivable form. You assume full responsibility for the use of the Software and
agree to use the Software legally and responsibly.

3. Ownership of Software. As Licensee, you own only the media upon which the Software
is recorded or fixed, but Chelsio retains all right, title and interest in and to the
Software and all subsequent copies of the Software, regardless of the form or media in
or on which the Software may be embedded.

4. Confidentiality. You agree to maintain the Software in confidence and not to

disclose the Software, or any information or materials related thereto, to any third
party without the express written consent of Chelsio. You further agree to take all
reasonable precautions to limit access of the Software only to those of your employees
who reasonably require such access to perform their employment obligations and who are
bound by confidentiality agreements with you.

5. Term. This license is effective in perpetuity, unless terminated earlier. You may
terminate the license at any time by destroying the Software (including the related
documentation), together with all copies or modifications in any form. Chelsio may
terminate this license, and this license shall be deemed to have automatically
terminated, if you fail to comply with any term or condition of this Agreement. Upon
any termination, including termination by you, you must destroy the Software
(including the related documentation), together with all copies or modifications in
any form.

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6. Limited Warranty. If Chelsio furnishes the Software to you on media, Chelsio

warrants only that the media upon which the Software is furnished will be free from
defects in material or workmanship under normal use and service for a period of thirty
(30) days from the date of delivery to you.

CHELSIO DOES NOT AND CANNOT WARRANT THE PERFORMANCE OR RESULTS YOU MAY OBTAIN BY USING
THE SOFTWARE OR ANY PART THEREOF. EXCEPT FOR THE FOREGOING LIMITED WARRANTY, CHELSIO
MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, AND HEREBY DISCLAIMS ALL OTHER
WARRANTIES, INCLUDING, BUT NOT LIMITED TO, NON-INFRINGEMENT OF THIRD PARTY RIGHTS,
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow the
exclusion of implied warranties or limitations on how long an implied warranty may
last, so the above limitations may not apply to you. This warranty gives you specific
legal rights and you may also have other rights which vary from state to state.

7. Remedy for Breach of Warranty. The sole and exclusive liability of Chelsio and its
distributors, and your sole and exclusive remedy, for a breach of the above warranty,
shall be the replacement of any media furnished by Chelsio not meeting the above
limited warranty and which is returned to Chelsio. If Chelsio or its distributor is
unable to deliver replacement media which is free from defects in materials or
workmanship, you may terminate this Agreement by returning the Software.

8. Limitation of Liability. IN NO EVENT SHALL CHELSIO HAVE ANY LIABILITY TO YOU OR ANY
THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE
DAMAGES, HOWEVER CAUSED, AND ON ANY THEORY OF LIABILITY, ARISING OUT OF OR RELATED TO
THE LICENSE OR USE OF THE SOFTWARE, INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR LOSS
OF ANTICIPATED PROFITS, EVEN IF CHELSIO HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. IN NO EVENT SHALL CHELSIO'S LIABILITY ARISING OUT OF OR RELATED TO THE
LICENSE OR USE OF THE SOFTWARE EXCEED THE AMOUNTS PAID BY YOU FOR THE LICENSE GRANTED
HEREUNDER. THESE LIMITATIONS SHALL APPLY NOTWITHSTANDING ANY FAILURE OF ESSENTIAL
PURPOSE OF ANY LIMITED REMEDY.

9. High Risk Activities. The Software is not fault-tolerant and is not designed,
manufactured or intended for use or resale as online equipment control equipment in
hazardous environments requiring fail-safe performance, such as in the operation of
nuclear facilities, aircraft navigation or communication systems, air traffic control,
direct life support machines, or weapons systems, in which the failure of the Software
could lead directly to death, personal injury, or severe physical or environmental
damage. Chelsio specifically disclaims any express or implied warranty of fitness for
any high risk uses listed above.

10. Export. You acknowledge that the Software is of U.S. origin and subject to U.S.
export jurisdiction. You acknowledge that the laws and regulations of the United
States and other countries may restrict the export and re-export of the Software. You
agree that you will not export or re-export the Software or documentation in any form
in violation of applicable United States and foreign law. You agree to comply with all
applicable international and national laws that apply to the Software, including the
U.S.

Export Administration Regulations, as well as end-user, end-use, and destination

restrictions issued by U.S. and other governments.

11. Government Restricted Rights. The Software is subject to restricted rights as

follows. If the Software is acquired under the terms of a GSA contract: use,
reproduction or disclosure is subject to the restrictions set forth in the applicable
ADP Schedule contract. If the Software is acquired under the terms of a DoD or
civilian agency contract, use, duplication or disclosure by the Government is subject

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to the restrictions of this Agreement in accordance with 48 C.F.R. 12.212 of the

Federal Acquisition Regulations and its successors and 49 C.F.R. 227.7202-1 of the DoD
FAR Supplement and its successors.

12. General. You acknowledge that you have read this Agreement, understand it, and
that by using the Software you agree to be bound by its terms and conditions. You
further agree that it is the complete and exclusive statement of the agreement between
Chelsio and you, and supersedes any proposal or prior agreement, oral or written, and
any other communication between Chelsio and you relating to the subject matter of this
Agreement. No additional or any different terms will be enforceable against Chelsio
unless Chelsio gives its express consent, including an express waiver of the terms of
this Agreement, in writing signed by an officer of Chelsio. This Agreement shall be
governed by California law, except as to copyright matters, which are covered by
Federal law. You hereby irrevocably submit to the personal jurisdiction of, and
irrevocably waive objection to the laying of venue (including a waiver of any argument
of forum non conveniens or other principles of like effect) in, the state and federal
courts located in Santa Clara County, California, for the purposes of any litigation
undertaken in connection with this Agreement. Should any provision of this Agreement
be declared unenforceable in any jurisdiction, then such provision shall be deemed
severable from this Agreement and shall not affect the remainder hereof. All rights in
the Software not specifically granted in this Agreement are reserved by Chelsio. You
may not assign or transfer this Agreement (by merger, operation of law or in any
other manner) without the prior written consent of Chelsio and any attempt to do so
without such consent shall be void and shall constitute a material breach of this
Agreement.

Should you have any questions concerning this Agreement, you may contact Chelsio by
writing to:

Chelsio Communications, Inc.

209 North Fair Oaks Avenue,
Sunnyvale, CA 94085
U.S.A

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