Annotation of doc/build/instructions_with_cd.html, revision 1.1

1.1     ! harris41    1: <H1>LON-CAPA Installation Instructions</H1>
        !             2: <CENTER>for the 02/20/2001 prototype release
        !             3: <BR>Scott Harrison, last updated 02/21/2001</CENTER>
        !             4: <P>
        !             5: <STRONG>What you need:</STRONG>
        !             6: <UL>
        !             7: <LI>a RedHat Linux compatible computer that is hooked up to the ethernet
        !             8: with a working IP address,
        !             9: <LI>a LON-CAPA installation CD,
        !            10: <LI>and an installation boot floppy.
        !            11: </UL>
        !            12: </P>
        !            13: <P>
        !            14: <STRONG>Starting instructions:</STRONG>
        !            15: <UL>
        !            16: <LI>Turn the computer off.
        !            17: <LI>Insert the "LON-CAPA Installation Boot Floppy"
        !            18: <LI>Turn the computer on.
        !            19: <LI>During boot-up, insert the "LON-CAPA Installation CD-ROM"
        !            20: <LI>(For systems with bootable CD-ROM devices, you can just use
        !            21: the CD-ROM and not use the installation boot floppy).
        !            22: </UL>
        !            23: </P>
        !            24: <P>
        !            25: <STRONG>Warnings:</STRONG>
        !            26: <UL>
        !            27: <LI>Installation will remove all data on your computer.
        !            28: <LI>This is a prototype installation release of a developing software system.
        !            29: <LI>We are developing documentation on the LON-CAPA installation
        !            30: at http://install.lon-capa.org/.  Documentation is not well developed
        !            31: on these pages, but it may be of some help in understanding the system
        !            32: internals.
        !            33: <LI>Standard legal disclaimer: Use this software at your own risk.  By
        !            34: using this software you assume all liability for its operation.
        !            35: </UL>
        !            36: </P>
        !            37: <P>
        !            38: <STRONG>Installation screens:</STRONG>
        !            39: <BR>
        !            40: The following installation screens present an example
        !            41: installation for a computer grover.morphy.edu (12.34.56.99) done by a
        !            42: Doctor Herbert Sherbert.  Since this is the first installation
        !            43: of a LON-CAPA server at Morphy University, Dr. Sherbert chooses
        !            44: to install a library server which can store educational resources
        !            45: (as opposed to an access server which simply load-balances high
        !            46: amounts of web server requests).  For those experienced with
        !            47: RedHat-type installations, there are really only two screens which are
        !            48: specific to setting LON-CAPA system parameters.
        !            49: <UL>
        !            50: <LI><STRONG>Installation Welcome Screen</STRONG>.  Just press the
        !            51: "Enter/Return" key at this first screen.
        !            52: <LI><STRONG>Language Selection</STRONG>.  Choose English. (It is the
        !            53: only supported language so far in the translation tables associated
        !            54: with the installation).  Select "OK" to advance to the next screen.
        !            55: <LI><STRONG>Keyboard Selection</STRONG>.  Most likely, you have a "us"
        !            56: keyboard which is the default setting.  Select "OK" to advance to the
        !            57: next screen.
        !            58: <LI><STRONG>Welcome to Learning Online!</STRONG>.  This screen
        !            59: directs you to look for more information at http://install.lon-capa.org/.
        !            60: Please be advised that documentation on these pages is not highly
        !            61: developed.  Select "OK" to advance to the next screen.
        !            62: <LI><STRONG>Installation Type</STRONG>.  Five options are presented on this
        !            63: installation screen.
        !            64: <UL>
        !            65: <LI>Install LON-CAPA Library Server
        !            66: <LI>Install LON-CAPA Access Server
        !            67: <LI>Install LON-CAPA Library Development Server
        !            68: <LI>Install LON-CAPA Access Development System
        !            69: <LI>Upgrade Existing Installation
        !            70: </UL>
        !            71: If this is the first LON-CAPA machine you are setting up at your
        !            72: institution, I strongly recommend you select "Install LON-CAPA Library
        !            73: Development Server".  The first two choices are run-time servers which
        !            74: are significantly more secure (for instance, do not support telnet,
        !            75: just ssh).  These choices do not support X-windows or other system
        !            76: amenities which will make tinkering and learning about the LON-CAPA
        !            77: system more difficult.  Select "OK" to advance to the next screen.
        !            78: <LI><STRONG>Manual Partitioning</STRONG>.  Read the screen.  Write down
        !            79: the amount of RAM on your system.  Multiply the RAM by ten and
        !            80: calculate the number of MEGAbytes (not kilobytes) of swap space
        !            81: your system is recommended to be on your hard drive.
        !            82: Select "OK" to advance to the next screen.
        !            83: <LI><STRONG>Current Disk Partitions</STRONG>.  More information
        !            84: on using disk druid to properly configure a linux system is present on
        !            85: many different internet sites that you can find with an internet
        !            86: search engine like www.google.com.  One such site is
        !            87: http://www.linuxinfor.com/rhl70/s1-textmode-partition.html.
        !            88: Partition your hard disk.  Select "OK" to advance to the next screen.
        !            89: <LI><STRONG>Choose Partitions to Format</STRONG>.  Select all your partitions
        !            90: and select "OK".  (You probably do not need to check for bad blocks
        !            91: during the format).
        !            92: <LI><STRONG>Hostname Configuration</STRONG>.  Dr. Sherbert would
        !            93: enter grover.morphy.edu.  You would enter the host name corresponding
        !            94: to the working IP address attached by ethernet to your computer.
        !            95: Select "OK" to advance to the next screen.
        !            96: <LI><STRONG>Network Configuration</STRONG>.  Do NOT use bootp/dhcp.
        !            97: LON-CAPA only works with static IP.  Enter in the IP address of
        !            98: your computer (e.g. 12.34.56.99).  Find out the correct values
        !            99: for netmask, gateway, and primary nameserver from other personnel
        !           100: at your institution (or look at information present on currently
        !           101: connected computers).  Select "OK" to advance to the next screen.
        !           102: <LI><STRONG>Library Server Configuration</STRONG>. "LON Host ID" can be
        !           103: any set of alphanumeric characters.  This host id must be unique (per computer)
        !           104: in terms of the entire worldwide LON-CAPA network.  The system administrator
        !           105: e-mail is where periodic status reports are e-mailed in the event of
        !           106: system startup, shutdown, malfunction, and routine checks.  The domain
        !           107: is a set of alphanumeric characters unique to a given institution.
        !           108: The final two fields, "Load Limit" and "Expiration Time", allow
        !           109: for the handling of server load and cached educational resources.
        !           110: We recommend that you leave these two fields at their default values.
        !           111: <BR><IMG ALIGN="TOP" SRC="libraryserverconfiguration.gif" ALT="library server configuration graphic">
        !           112: <BR>&nbsp;<BR>
        !           113: <LI><STRONG>Library System Settings</STRONG>. Many different kinds
        !           114: of computers are used at Morphy University: Macintosh, Linux, BSD, and Windows
        !           115: 3.1/95/98/2000/Me/NT.  To provide flexible and easy access to the library
        !           116: server for faculty participants, Samba is selected to enable Windows/Network
        !           117: Neighborhood file shares (e.g. Loncapa_morphy/Morphyl1).  Apple Shares
        !           118: is selected to enable Apple Share connection with the Apple "Chooser"
        !           119: (e.g. LONCAPA_MORPHYL1).  NFS is selected to enable user-specific network
        !           120: file services for Linux (and other) computers with NFS client utilities.
        !           121: NTP Server allows for the synchronization of time and should be set to
        !           122: an IP address that supports the XNTP version 3 protocol; if left blank,
        !           123: there will be no time synchronization on the server, though it's
        !           124: time is expected to remain relatively constant (and correct if the machine
        !           125: is configured properly).  Kerberos realm allows for authenticating students
        !           126: and instructors based on an institution's Kerberos version 4 password-checking
        !           127: scheme (if supported by the institution).  If this is a test installation,
        !           128: Dr. Sherbert will most likely want to delete all entries from the host table
        !           129: on the bottom, and just add an entry that corresponds to 
        !           130: morphyl1:morphy:library:grover.morphy.edu:12.34.56.99.
        !           131: <BR><IMG ALIGN="TOP" SRC="librarysystemsettings.gif" ALT="library server configuration graphic">
        !           132: <BR>&nbsp;</BR>
        !           133: <LI><STRONG>Mouse Selection</STRONG>.  Enter the appropriate values
        !           134: for describing the model mouse attached to your computer.
        !           135: Select "OK" to advance to the next screen.
        !           136: <LI><STRONG>Time Zone Selection</STRONG>.  You probably do not want to select
        !           137: the GMT option.  Just enter in the time zone of your institution.
        !           138: (If the time is incorrect upon system bootup, and you cannot or do not want
        !           139: to connect to an NTP server, you can always reconfigure the system time
        !           140: with the command, as root, /usr/sbin/timeconfig).
        !           141: Select "OK" to advance to the next screen.
        !           142: <LI><STRONG>Root Password</STRONG>.  Enter in your machine's root password.
        !           143: Be creative and decide on something non-guessable.
        !           144: Select "OK" to advance to the next screen.
        !           145: <LI><STRONG>Web Server Password</STRONG>.  Enter in your machine's 
        !           146: password for a user 'www'.  Select "OK" to advance to the next screen.
        !           147: <LI><STRONG>Add User</STRONG>.  Add a user to the machine.
        !           148: Select "OK" to advance to the next screen.
        !           149: <LI><STRONG>User Account Setup</STRONG>.  Perform any additional
        !           150: changes to the user accounts on your machine.
        !           151: Select "OK" to advance to the next screen.
        !           152: <LI><STRONG>X probe results</STRONG>. (We assume you have a detectable
        !           153: video card).  Select "OK" to advance to the next screen.
        !           154: <LI><STRONG>Warning, Installation to begin</STRONG>. You will
        !           155: now erase all data on your hard disk and install the LON-CAPA
        !           156: system.  Select "OK" to courageously begin.
        !           157: <LI><STRONG>Package Installation</STRONG>.  A carefully selected
        !           158: set of RPMs is being installed that provides full LON-CAPA system 
        !           159: functionality.
        !           160: <LI><STRONG>Bootdisk</STRONG>.  If you want (though it is probably
        !           161: not necessary), you can insert a fresh (NOT your LON-CAPA installation
        !           162: boot floppy) floppy disk to help ensure you can boot up your LON-CAPA
        !           163: server system.
        !           164: <LI><STRONG>Monitor Setup</STRONG>.  Select what kind of monitor is
        !           165: attached to your computer (or just choose custom).  Several screens
        !           166: will follow which guide your configuration of your computer monitor.
        !           167: (Note that this configuration only occurs with development servers,
        !           168: since the other servers do not support X-windows).  It probably
        !           169: makes sense to start "X" up when booting if it appears it is
        !           170: correctly configuring your computer monitor.
        !           171: <LI><STRONG>Note about hosts.allow</STRONG>.  To enable various kinds
        !           172: of network connectivity (including appleshares, network neighborhood,
        !           173: telnet, ftp, nfs) from other computers on the internet, you may want
        !           174: to adjust your /etc/hosts.allow table after boot-time.  (The web server
        !           175: and the LON-CAPA network layer do not depend on /etc/hosts.allow however.)
        !           176: Dr. Sherbert added the following line to his /etc/hosts.allow file to make sure
        !           177: other computers at Morphy University could access grover.morphy.edu:
        !           178: <PRE>
        !           179: ALL: .morphy.edu
        !           180: </PRE>
        !           181: Alternatively, to allow wide access (though password-protected) to anyone
        !           182: in the world, Dr. Sherbert could have added
        !           183: <PRE>
        !           184: ALL: ALL
        !           185: </PRE>
        !           186: <LI><STRONG>Complete</STRONG>.  Select "OK" to reboot the system.
        !           187: Be sure to remove your installation medium (both the CD-ROM and installation
        !           188: floppy) before boot-up.
        !           189: </UL>
        !           190: <STRONG>Booting up for the first time:</STRONG>
        !           191: <UL>
        !           192: <LI>It can take up to 10 minutes for the loncontrol server process to run.
        !           193: Sometimes, with a faulty configuration, the system can "hang".  The current
        !           194: solution is to reboot, and hit the 'I' key when the system prompts you
        !           195: for an interactive startup.  You should then answer "no" when asked about
        !           196: starting the loncontrol process.
        !           197: <LI>Please, as root, run "sh ./usr/sbin/loncapa_configure".  This is a one-time
        !           198: action that synchronizes the system services on the machine.
        !           199: </UL>
        !           200: <STRONG>Feedback:</STRONG>
        !           201: <UL>
        !           202: <LI>Specific ideas on how to manage the installation can be sent to
        !           203: harris41@msu.edu.  In terms of bug reports, we would also like to hear
        !           204: from you, but there is no need for great detail (or despair?) since the
        !           205: bug is most likely already on our "to-do" list.
        !           206: </UL>

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