Annotation of doc/build/FC3_install.frag, revision 1.5

1.1       matthew     1: <h1>Installing LON-CAPA on a minimal Fedora Core 3 Linux System</h1>
                      2: <p>
                      3: This document guides you through the process of setting up a new LON-CAPA
                      4: server running Fedora Core 3 (FC3) with a minimum of packages installed.  
                      5: The computer will be configured solely as a LON-CAPA server and will be 
                      6: expected to have no other services running.  Your server is expected to have
                      7: a reasonably fast connection to the internet.
                      8: </p><p>
                      9: More information is available at <a href="http://install.lon-capa.org/">
                     10: http://install.lon-capa.org/</a>.
                     11: </p>
                     12: 
1.5     ! albertel   13: </body>
        !            14: </html>
1.1       matthew    15: <h2>Before you begin</h2>
                     16: <p>
                     17: Installing Linux is getting easier and easier.  However, it is still a
                     18: non-trivial undertaking and experience with Red Hat Linux will make this 
                     19: process easier.  You will be required to log in to the machine and execute
1.2       matthew    20: some routine Unix commands.Familiarity with the Apache web server, mod_perl, 
                     21: perl, and MySQL are not required to install and run LON-CAPA.
1.1       matthew    22: </p>
                     23: 
                     24: <h2>Installation Overview</h2>
                     25: <p>
                     26: The installation process takes the following steps:
                     27: </p>
                     28: <ol>
                     29:   <li> Obtain Fedora Core 3 installation CDs</li>
                     30:   <li> Determine Network Settings</li>
                     31:   <li> Install Fedora Core 3 </li>
                     32:   <li> Update your system </li>
                     33:   <li> Install LON-CAPA </li>
                     34:   <li> Create a Domain Coordinator </li>
                     35:   <li> Start/Restart services </li>
                     36:   <li> Log in to LON-CAPA </li>
                     37: </ol>
                     38: 
                     39: <h2>Obtain Fedora Core 3</h2>
                     40: <p>
                     41: FC3 ISO files can be obtained from the projects main site,
                     42: <a href="http://fedora.redhat.com/">http://fedora.redhat.com/</a>.
                     43: You will need only the first ISO image for the minimal install.
                     44: </p> 
                     45: 
                     46: <h2>Determine Network Settings</h2>
                     47: <p>
                     48: You will need to know the following network settings for your installation.  
                     49: <b>Note:</b>You must have a static IP address to use LON-CAPA.
                     50: DHCP is <em>not</em> supported.
                     51: </p>
                     52: <ul>
                     53:   <li>ip address </li>
                     54:   <li>netmask </li>
                     55:   <li>hostname </li>
                     56:   <li>gateway </li>
                     57:   <li>domain name server(s) </li>
                     58: </ul>
                     59: 
                     60: <h2>Minimal FC3 Install</h2>
                     61: <p>
                     62: Installing Fedora is quite easy if you've installed any of the Red Hat products
                     63: before.  Some documentation is available from 
                     64: <a href="http://fedora.redhat.com/projects/anaconda-installer/">
                     65: http://fedora.redhat.com/projects/anaconda-installer/</a>.
1.2       matthew    66: Most of the installation screens are self explanatory.  
                     67: There are a few steps that require comment and are dealt with below.
1.1       matthew    68: </p>
                     69: <dl style="list-style:square outside none">
                     70:    <dt>Installation Type</dt>
                     71:    <dd>Choose "Server" installation
                     72:    <dt>Partitioning your Drive</dt>
                     73:    <dd>You may want to use the automatic partitioning feature of the installer,
                     74:        however you should review the results and be prepared to modify them.
                     75:        LON-CAPA resource files are stored in the /home directory, so the
                     76:        majority of the disk space should be allocated here.  If you have 20 GB 
                     77:        of space for FC3, /home should receive at least 10 to 12 gigs.  
                     78:        Since MySQL uses the /var filesystem to store its databases you should
                     79:        have at least 4 gigs of space available on /var.  Be sure to 
                     80:        include adequate swap space.  A minimum is 512 Megs, but you should
                     81:        typically have 1 or 2x as much swap space as you do physical RAM.</dd>
                     82:    <dt>Network Configuration</dt>
                     83:    <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic 
                     84:        IP address.  When configuring your network card, be sure to unselect
                     85:        the DHCP option and enter in your network information.</dd>
                     86:    <dt>Firewall Configuration</dt>
                     87:    <dd>Select SSH (remote login), HTTP/HTTPS (web server).</dd>
                     88:    <dt>SELinux Configuration</dt>
1.2       matthew    89:    <dd>Choose an SElinux setting of 'disabled' or 'warn', unless you are 
                     90:        familiar with SElinux and writing security policies 
                     91:        <b>and want to help us write a security policy for LON-CAPA</b>.
1.1       matthew    92:    <dt>Package Group Selection</dt>
1.4       matthew    93:    <dd>Choose 'Minimal' which is the last item on the list.</dd>
1.1       matthew    94: </dl>
                     95: <p>
                     96: Finish installing your server, reboot it, and log in as root.
                     97: </p>
                     98: 
                     99: <!---
                    100: 
                    101: The firewall should be customized to allow incoming ssh and www.  
                    102:        Additional ports used by LON-CAPA are 5663 and 8080.  
                    103:        Enter these in the entry box as <nobr>"5663:tcp, 8080:tcp"</nobr>.</dd>
                    104: 
                    105: -->
                    106: 
                    107: <h2>Update your system</h2>
                    108: <p>
                    109: Update your system to the latest versions of the system software using yum.
                    110: Yum is configured to check encyption keys for the packages it installs, so 
                    111: you need to import the keys before invoking yum.
                    112: </p>
                    113: <pre>
                    114: rpm --import /usr/share/rhn/RPM-GPG-KEY-fedora
                    115: yum update
                    116: </pre>
                    117: <p>
1.2       matthew   118: Reboot your system before continuing with the installation.
1.1       matthew   119: </p>
                    120: <p>
                    121: Retrieve the FC3_loncapa_yum file from the LON-CAPA install site:
                    122: </p>
                    123: <pre>
                    124: wget http://install.loncapa.org/versions/fedora/FC3_loncapa_yum.conf
                    125: </pre>
                    126: <p>
                    127: Install the FC3_loncapa_yum.conf
                    128: </p>
                    129: <pre>
                    130: mv /etc/yum.conf /etc/yum.conf.backup
                    131: cp FC3_loncapa_yum.conf /etc/yum.conf
                    132: yum update
                    133: </pre>
                    134: </p>
                    135: 
                    136: 
                    137: <h2>Installing LON-CAPA</h2>
                    138: <h3>Install prerequisites</h3>
                    139: <p> Execute: </p>
                    140: <pre>
                    141: yum install LONCAPA-prerequisites
                    142: </pre><p>
                    143: This may take a moment due to LON-CAPA's large number of dependencies.
                    144: </p>
                    145: <h3>Retrieve and execute LON-CAPA setup program</h3>
                    146: <p>
                    147: Retrieve the LON-CAPA setup with the following command:
                    148: </p>
                    149: <pre>
                    150: wget http://install.loncapa.org/versions/fedora/fedora_install.tar
                    151: </pre>
                    152: <p>
                    153: Extract the archive with the following command:
                    154: </p>
                    155: <pre>
                    156: tar xf fedora_install.tar
                    157: </pre>
                    158: <p>
                    159: This creates a directory named <tt>installation</tt>.  Change to it and
                    160: execute the setup script with the following commands:
                    161: </p>
                    162: <pre>
                    163: cd installation
                    164: ./install.pl
                    165: </pre>
                    166: <p>
                    167: This script will prompt you for the MySQL root password and will download the latest LON-CAPA release.
                    168: </p>
                    169: 
                    170: <h3>Determine LON-CAPA Settings</h3>
                    171: <p>
                    172: LON-CAPA requires a number of identifying parameters be set in order
                    173: for it to function at all.  Below is a list with descriptions.
                    174: </p>
                    175: <dl>
                    176:   <dt>Host Type (library or access)</dt>
                    177:   <dd>The server must be designated a 'library' or an 'access' server.  In
                    178:       general you should have a library server for your instructors to create
                    179:       their course content on and run their courses.  Students should connect
                    180:       to access servers.  If you are doing the first install of LON-CAPA at 
                    181:       your site, or if you are playing with it for your own edification you
                    182:       should make your machine a 'library' server.</dd>
                    183:   <dt>LON-CAPA domain</dt>
                    184:   <dd>Each site or school which installs LON-CAPA needs its own domain.
                    185:       Here at MSU we use 'msu'.  You should choose something short but
                    186:       meaningful.  <i>Restriction: One word, no hyphens, underscores, or 
                    187:       special characters.</i>
                    188:   </dd>
                    189:   <dt>LON-CAPA host id</dt>
                    190:   <dd>Each LON-CAPA server requires a unique internal name.  We use names
                    191:       such as "msul1" for the first library server. <i>Restriction: One word, 
                    192:       no hyphens, underscores, or special characters.</i>
                    193:   </dd>
                    194:   <dt>Host administrator email</dt>
                    195:   <dd>The amount of email sent to this address is relatively minimal.  Messages
                    196:       are sent every time the system starts up, or if the system is in 
                    197:       serious trouble. On a laptop, make this <tt>root@localhost</tt>.
                    198:   </dd>
                    199: </dl>
                    200: 
                    201: <h3>Configuring LON-CAPA</h3>
                    202: <p>
                    203: To configure and install LON-CAPA, execute the following commands:
                    204: </p>
                    205: <pre>
1.2       matthew   206: cd /root/loncapa-N.N     (N.N should correspond to a version number like '1.3')
1.1       matthew   207: ./UPDATE
                    208: </pre>
                    209: <p>
                    210: You will need to enter the LON-CAPA configuration information you determined 
                    211: in the previous section.  
                    212: </p>
                    213: 
                    214: <h2>Creating a Domain Coordinator</h2>
                    215: <p>
                    216: You will need at least one user at your site who has the role of
                    217: 'domain coordinator'.  This user creates accounts for other users and
                    218: grants them additional privileges.  The make_domain_coordinator.pl script
                    219: invoked below requires that you enter the users password.  The password will
                    220: show in plaintext as you type it.  Feel free to use the "passwd username"
                    221: command to change it later.  Replace USERNAME and DOMAIN with an 
                    222: appropriate user name and your domain.
                    223: </p>
                    224: <pre>
                    225: cd /root/loncapa-N.N/loncom/build
                    226: perl make_domain_coordinator.pl USERNAME DOMAIN
                    227: (WILL PROMPT FOR PASSWORD HERE)
                    228: mkdir ~USERNAME/public_html
                    229: chown USERNAME:www ~USERNAME/public_html
                    230: chmod 0775 ~USERNAME/public_html
                    231: chmod a+x ~USERNAME
                    232: </pre>
                    233: 
                    234: <h2>Start/Restart Services</h2>
                    235: <p>
                    236: The LON-CAPA network services take a moment to start.  Most misconfigurations
                    237: will be appearant at this step.
                    238: </p>
                    239: <pre>
                    240: /etc/init.d/loncontrol start
                    241: /etc/init.d/httpd start
                    242: </pre>
                    243: <p>
                    244: If you receive warnings when starting the httpd about missing perl modules,
                    245: please make sure you followed the instructions in 
                    246: <b>Installing LON-CAPA Dependencies</b>.  If you still have errors, please
                    247: contact the LON-CAPA development team.
                    248: </p>
                    249: <h2>Log in to your LON-CAPA Machine</h2>
                    250: <p>
                    251: Point a web browser at your new machine and log in as the domain
                    252: coordinator.  Congratulations!
                    253: </p>
                    254: 
1.2       matthew   255: <h2>If things aren't working right</h2>
1.1       matthew   256: <p>
                    257: If you've followed the steps above and the server doesn't start or you think 
                    258: there's something wrong, please get in touch with the LON-CAPA developers.
                    259: If there were errors in installation of the dependency RPMs or during the
                    260: automatic setup, please send us as much information as possible.
                    261: If some part of this document is unclear please let us know.
                    262: </p>
                    263: 
                    264: 
                    265: 
                    266: 
                    267:    
                    268: 
                    269: 

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