Annotation of doc/build/FC4_install.frag, revision 1.1

1.1     ! albertel    1: <html>
        !             2: <head>
        !             3: <title>LON-CAPA FC4 Installation</title>
        !             4: </head>
        !             5: <body>
        !             6: <h1>Installing LON-CAPA on a minimal Fedora Core 4 Linux System</h1>
        !             7: <p>
        !             8: This document guides you through the process of setting up a new LON-CAPA
        !             9: server running Fedora Core 4 (FC4) with a minimum of packages installed.  
        !            10: The computer will be configured solely as a LON-CAPA server and will be 
        !            11: expected to have no other services running.  Your server is expected to have
        !            12: a reasonably fast connection to the internet.
        !            13: </p><p>
        !            14: More information is available at 
        !            15: <a href="http://install.lon-capa.org/">http://install.lon-capa.org/</a>.
        !            16: </p>
        !            17: 
        !            18: <h2>Before you begin</h2>
        !            19: <p>
        !            20: Installing Linux is getting easier and easier.  However, it is still a
        !            21: non-trivial undertaking and experience with Red Hat Linux will make this 
        !            22: process easier.  You will be required to log in to the machine and execute
        !            23: some routine Unix commands.Familiarity with the Apache web server, mod_perl, 
        !            24: perl, and MySQL are not required to install and run LON-CAPA.
        !            25: </p>
        !            26: 
        !            27: <h2>Installation Overview</h2>
        !            28: <p>
        !            29: The installation process takes the following steps:
        !            30: </p>
        !            31: <ol>
        !            32:   <li> Obtain Fedora Core 4 installation CDs</li>
        !            33:   <li> Determine Network Settings</li>
        !            34:   <li> Install Fedora Core 4 </li>
        !            35:   <li> Update your system </li>
        !            36:   <li> Install LON-CAPA </li>
        !            37:   <li> Create a Domain Coordinator </li>
        !            38:   <li> Start/Restart services </li>
        !            39:   <li> Log in to LON-CAPA </li>
        !            40: </ol>
        !            41: 
        !            42: <h2>Obtain Fedora Core 4</h2>
        !            43: <p>
        !            44: FC4 ISO files can be obtained from the projects main site,
        !            45: <a href="http://fedora.redhat.com/">http://fedora.redhat.com/</a>.
        !            46: For the minimal install you will need only the first ISO image (e.g., FC4-i386-disc1.iso CD for x86-compatible 32-bit).
        !            47: </p> 
        !            48: 
        !            49: <h2>Determine Network Settings</h2>
        !            50: <p>
        !            51: You will need to know the following network settings for your installation.  
        !            52: <b>Note:</b>You must have a static IP address to use LON-CAPA.
        !            53: DHCP is <em>not</em> supported.
        !            54: </p>
        !            55: <ul>
        !            56:   <li>ip address </li>
        !            57:   <li>netmask </li>
        !            58:   <li>hostname </li>
        !            59:   <li>gateway </li>
        !            60:   <li>domain name server(s) </li>
        !            61: </ul>
        !            62: 
        !            63: <h2>Minimal FC4 Install</h2>
        !            64: <p>
        !            65: Installing Fedora is quite easy if you've installed any of the Red Hat products
        !            66: before.  Some documentation is available from 
        !            67: <a href="http://fedora.redhat.com/projects/anaconda-installer/">
        !            68: http://fedora.redhat.com/projects/anaconda-installer/</a>.
        !            69: Most of the installation screens are self explanatory.  
        !            70: There are a few steps that require comment and are dealt with below.
        !            71: </p>
        !            72: <dl style="list-style:square outside none">
        !            73:    <dt>Installation Type</dt>
        !            74:    <dd>Choose "Server" installation
        !            75:    <dt>Partitioning your Drive</dt>
        !            76:    <dd>You may want to use the automatic partitioning feature of the installer,
        !            77:        however you should review the results and be prepared to modify them.
        !            78:        LON-CAPA resource files are stored in the /home directory, so the
        !            79:        majority of the disk space should be allocated here.  If you have 20 GB 
        !            80:        of space for FC4, /home should receive at least 10 to 12 gigs.  
        !            81:        Since MySQL uses the /var filesystem to store its databases you should
        !            82:        have at least 4 gigs of space available on /var.  Be sure to 
        !            83:        include adequate swap space.  A minimum is 512 Megs, but you should
        !            84:        typically have 1 or 2x as much swap space as you do physical RAM.</dd>
        !            85:    <dt>Network Configuration</dt>
        !            86:    <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic 
        !            87:        IP address.  When configuring your network card, be sure to unselect
        !            88:        the DHCP option and enter in your network information.</dd>
        !            89:    <dt>Firewall Configuration</dt>
        !            90:    <dd>Select SSH (remote login), HTTP/HTTPS (web server).</dd>
        !            91:    <dt>SELinux Configuration</dt>
        !            92:    <dd>Choose an SElinux setting of 'disabled' or 'warn', unless you are 
        !            93:        familiar with SElinux and writing security policies 
        !            94:        <b>and want to help us write a security policy for LON-CAPA</b>.
        !            95:    <dt>Package Group Selection</dt>
        !            96:    <dd>Choose 'Minimal' which is the last item on the list.</dd>
        !            97: </dl>
        !            98: <p>
        !            99: Finish installing your server, reboot it, and log in as root.
        !           100: </p>
        !           101: 
        !           102: <!---
        !           103: 
        !           104: The firewall should be customized to allow incoming ssh and www.  
        !           105:        Additional ports used by LON-CAPA are 5663 and 8080.  
        !           106:        Enter these in the entry box as <nobr>"5663:tcp, 8080:tcp"</nobr>.</dd>
        !           107: 
        !           108: -->
        !           109: 
        !           110: <h2>Update your system</h2>
        !           111: <p>
        !           112: Update your system to the latest versions of the system software using yum.
        !           113: Yum is configured to check encyption keys for the packages it installs, so 
        !           114: you need to import the keys before invoking yum.
        !           115: </p>
        !           116: <pre>
        !           117: rpm --import /etc/pki/rpm-gpg/RPM-GPG-KEY-fedora
        !           118: rpm --import /etc/pki/rpm-gpg/RPM-GPG-KEY-fedora-extras
        !           119: yum update
        !           120: </pre>
        !           121: <p>
        !           122: Reboot your system before continuing with the installation.
        !           123: </p>
        !           124: <p>
        !           125: Retrieve the FC4_loncapa_yum file from the LON-CAPA install site:
        !           126: </p>
        !           127: <pre>
        !           128: wget http://install.loncapa.org/versions/fedora/4/FC4_loncapa_yum.conf
        !           129: </pre>
        !           130: <p>
        !           131: Install the FC4_loncapa_yum.conf
        !           132: </p>
        !           133: <pre>
        !           134: mv /etc/yum.conf /etc/yum.conf.backup
        !           135: cp FC4_loncapa_yum.conf /etc/yum.conf
        !           136: yum update
        !           137: </pre>
        !           138: </p>
        !           139: 
        !           140: 
        !           141: <h2>Installing LON-CAPA</h2>
        !           142: <h3>Install prerequisites</h3>
        !           143: <p> Execute: </p>
        !           144: <pre>
        !           145: yum install LONCAPA-prerequisites
        !           146: </pre><p>
        !           147: This may take a moment due to LON-CAPA's large number of dependencies.
        !           148: </p>
        !           149: <h3>Retrieve and execute LON-CAPA setup program</h3>
        !           150: <p>
        !           151: Retrieve the LON-CAPA setup with the following command:
        !           152: </p>
        !           153: <pre>
        !           154: wget http://install.loncapa.org/versions/fedora/4/fedora_install.tar
        !           155: </pre>
        !           156: <p>
        !           157: Extract the archive with the following command:
        !           158: </p>
        !           159: <pre>
        !           160: tar xf fedora_install.tar
        !           161: </pre>
        !           162: <p>
        !           163: This creates a directory named <tt>installation</tt>.  Change to it and
        !           164: execute the setup script with the following commands:
        !           165: </p>
        !           166: <pre>
        !           167: cd installation
        !           168: ./install.pl
        !           169: </pre>
        !           170: <p>
        !           171: This script will prompt you for the MySQL root password and will download the latest LON-CAPA release.<br />
        !           172: You can safely ignore the following warnings from gcc 4 when compiling pwauth:<br />
        !           173: <tt>
        !           174: pwauth.c: In function ‘lastlog’:
        !           175: <ul>
        !           176: <li>pwauth.c:541: warning: incompatible implicit declaration of built-in function ‘strncpy’</li>
        !           177: <li>pwauth.c:543: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
        !           178: </ul>
        !           179: pwauth.c: In function ‘main’:
        !           180: <ul>
        !           181: <li>pwauth.c:692: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
        !           182: </ul>
        !           183: </tt>
        !           184: 
        !           185: </p>
        !           186: 
        !           187: <h3>Determine LON-CAPA Settings</h3>
        !           188: <p>
        !           189: LON-CAPA requires a number of identifying parameters to be set in order
        !           190: for it to function at all.  Below is a list with descriptions.
        !           191: </p>
        !           192: <dl>
        !           193:   <dt>Host Type (library or access)</dt>
        !           194:   <dd>The server must be designated a 'library' or an 'access' server.  In
        !           195:       general you should have a library server for your instructors to create
        !           196:       their course content on and run their courses.  Students should connect
        !           197:       to access servers.  If you are doing the first install of LON-CAPA at 
        !           198:       your site, or if you are playing with it for your own edification you
        !           199:       should make your machine a 'library' server.</dd>
        !           200:   <dt>LON-CAPA domain</dt>
        !           201:   <dd>Each site or school which installs LON-CAPA needs its own domain.
        !           202:       Here at MSU we use 'msu'.  You should choose something short but
        !           203:       meaningful.  <i>Restriction: One word, no hyphens, underscores, or 
        !           204:       special characters.</i>
        !           205:   </dd>
        !           206:   <dt>LON-CAPA host id</dt>
        !           207:   <dd>Each LON-CAPA server requires a unique internal name.  We use names
        !           208:       such as "msul1" for the first library server. <i>Restriction: One word, 
        !           209:       no hyphens, underscores, or special characters.</i>
        !           210:   </dd>
        !           211:   <dt>Host administrator email</dt>
        !           212:   <dd>The amount of email sent to this address is relatively minimal.  Messages
        !           213:       are sent every time the system starts up, or if the system is in 
        !           214:       serious trouble. On a laptop, make this <tt>root@localhost</tt>.
        !           215:   </dd>
        !           216: </dl>
        !           217: 
        !           218: <h3>Configuring LON-CAPA</h3>
        !           219: <p>
        !           220: To configure and install LON-CAPA, execute the following commands:
        !           221: </p>
        !           222: <pre>
        !           223: cd /root/loncapa-N.N     (N.N should correspond to a version number like '1.3')
        !           224: ./UPDATE
        !           225: </pre>
        !           226: <p>
        !           227: You will need to enter the LON-CAPA configuration information you determined 
        !           228: in the previous section.  
        !           229: </p>
        !           230: 
        !           231: <h2>Creating a Domain Coordinator</h2>
        !           232: <p>
        !           233: You will need at least one user at your site who has the role of
        !           234: 'domain coordinator'.  This user creates accounts for other users and
        !           235: grants them additional privileges.  The make_domain_coordinator.pl script
        !           236: invoked below requires that you enter the users password.  The password will
        !           237: show in plaintext as you type it.  Feel free to use the "passwd username"
        !           238: command to change it later.  Replace USERNAME and DOMAIN with an 
        !           239: appropriate user name and your domain.
        !           240: </p>
        !           241: <pre>
        !           242: cd /root/loncapa-N.N/loncom/build
        !           243: perl make_domain_coordinator.pl USERNAME DOMAIN
        !           244: (WILL PROMPT FOR PASSWORD HERE)
        !           245: mkdir ~USERNAME/public_html
        !           246: chown USERNAME:www ~USERNAME/public_html
        !           247: chmod 0775 ~USERNAME/public_html
        !           248: chmod a+x ~USERNAME
        !           249: </pre>
        !           250: 
        !           251: <h2>Start/Restart Services</h2>
        !           252: <p>
        !           253: The LON-CAPA network services take a moment to start.  Most misconfigurations
        !           254: will be appearant at this step.
        !           255: </p>
        !           256: <pre>
        !           257: /etc/init.d/loncontrol start
        !           258: /etc/init.d/httpd start
        !           259: </pre>
        !           260: <p>
        !           261: If you receive warnings when starting the httpd about missing perl modules,
        !           262: please make sure you followed the instructions in 
        !           263: <b>Installing LON-CAPA Dependencies</b>.  If you still have errors, please
        !           264: contact the LON-CAPA development team.
        !           265: </p>
        !           266: <h2>Log in to your LON-CAPA Machine</h2>
        !           267: <p>
        !           268: Point a web browser at your new machine and log in as the domain
        !           269: coordinator.  Congratulations!
        !           270: </p>
        !           271: 
        !           272: <h2>If things aren't working right</h2>
        !           273: <p>
        !           274: If you've followed the steps above and the server doesn't start or you think 
        !           275: there's something wrong, please get in touch with the LON-CAPA developers.
        !           276: If there were errors in installation of the dependency RPMs or during the
        !           277: automatic setup, please send us as much information as possible.
        !           278: If some part of this document is unclear please let us know.
        !           279: </p>
        !           280: 
        !           281: </body>
        !           282: </html>

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