Annotation of doc/build/RHEL4_install.frag, revision 1.7
1.1 raeburn 1: <h1>Installing LON-CAPA on a minimal Red Hat Enterpise Linux 4 ES System</h1>
2: <p>
3: This document guides you through the process of setting up a new LON-CAPA
4: server running Red Hat Enterpise Linux 4 (ES) 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
10: <a href="http://install.lon-capa.org/">http://install.lon-capa.org/</a>.
11: </p>
12:
13: <h2>Before you begin</h2>
14: <p>
15: Installing Linux is getting easier and easier. However, it is still a
16: non-trivial undertaking and experience with Red Hat Linux will make this
17: process easier. You will be required to log in to the machine and execute
18: some routine Unix commands. Familiarity with the Apache web server, mod_perl,
19: perl, and MySQL are not required to install and run LON-CAPA.
20: </p>
21:
22: <h2>Installation Overview</h2>
23: <p>
24: The installation process takes the following steps:
25: </p>
26: <ol>
27: <li> Obtain Red Hat Enterprise Server installation CDs</li>
28: <li> Determine Network Settings</li>
29: <li> Install Red Hat 4</li>
30: <li> Update your system</li>
31: <li> Install LON-CAPA</li>
32: <li> Create a Domain Coordinator</li>
33: <li> Start/Restart services</li>
34: <li> Log in to LON-CAPA</li>
35: </ol>
36:
37: <h2>Obtain Red Hat Enterprise Server CDs</h2>
38: <p>
39: RHEL4 ES CDs can be purchased from Red Hat:
40: <a href="http://redhat.com/">http://redhat.com/</a>.
41: For the minimal install on 32-bit architecture you will need only the first two CDs.
42: </p>
43:
44: <h2>Determine Network Settings</h2>
45: <p>
46: You will need to know the following network settings for your installation.
47: <b>Note:</b>You must have a static IP address to use LON-CAPA.
48: DHCP is <em>not</em> supported.
49: </p>
50: <ul>
51: <li>ip address </li>
52: <li>netmask </li>
53: <li>hostname </li>
54: <li>gateway </li>
55: <li>domain name server(s) </li>
56: </ul>
57:
58: <h2>Minimal Red Hat Enterprise Linux 4 Install</h2>
59: <p>
60: Installing Red Hat Enterprise Linux is quite easy if you've installed any of
61: the Red Hat products before. Documentation is available from
62: <a href="http://www.redhat.com/docs/manuals/enterprise/">
63: http://www.redhat.com/docs/manuals/enterprise/</a>
64: Specific comment is provided for some of the installation steps below.
65: </p>
66: <dl style="list-style:square outside none">
67: <dt>Installation Type</dt>
68: <dd>Choose "Server" installation
69: <dt>Partitioning your Drive</dt>
70: <dd>You may want to use the automatic partitioning feature of the installer,
71: however you should review the results and be prepared to modify them.
72: LON-CAPA resource files are stored in the /home directory, so the
73: majority of the disk space should be allocated here. If you have 20 GB
74: of space for RHEL4, /home should receive at least 10 to 12 gigs.
75: Since MySQL uses the /var filesystem to store its databases you should
76: have at least 4 gigs of space available on /var. Be sure to
77: include adequate swap space. A minimum is 512 Megs, but you should
78: typically have 1 or 2x as much swap space as you do physical RAM.</dd>
79: <dt>Network Configuration</dt>
80: <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic
81: IP address. When configuring your network card, be sure to unselect
82: the DHCP option and enter in your network information.</dd>
83: <dt>Firewall Configuration</dt>
84: <dd>Select SSH (remote login), HTTP/HTTPS (web server).</dd>
85: <dt>SELinux Configuration</dt>
86: <dd>Choose an SElinux setting of 'disabled' or 'warn', unless you are
87: familiar with SElinux and writing security policies
88: <b>and want to help us write a security policy for LON-CAPA</b>.
89: <dt>Software Packages</dt>
90: <dd>Choose the "Customize software packages to be installed" option.
91: <dt>Package Group Selection</dt>
92: <dd>Choose 'Minimal' which is the last item on the list.</dd>
93: </dl>
94: <p>
95: Finish installing your server, reboot it, and log in as root.
96: </p>
97:
98: <!---
99:
100: The firewall should be customized to allow incoming ssh and www.
101: Additional ports used by LON-CAPA are 5663 and 8080.
102: Enter these in the entry box as <nobr>"5663:tcp, 8080:tcp"</nobr>.</dd>
103:
104: -->
105:
106: <h2>Update your system</h2>
107: <p>Import the GPG key for use in verifying packages retrieved from the Red Hat Network.
108: <pre>
109: rpm --import /usr/share/rhn/RPM-GPG-KEY
110: </pre>
111: Next you will need to register your server with the Red Hat Network.</p>
112: <p>Information about registration for the Red Hat Network can be found at:
113: <a href="http://www.redhat.com/software/rhn/">http://www.redhat.com/software/rhn/</a>. You can register directly from the server where you will be installing LON-CAPA using:
114: <pre>
115: up2date --register
116: </pre>
117: Once you have registered your system so it has access to Red Hat package updates, you should first check the up2date configuration, and make any necessary changes (e.g., disable skipping of kernel updates).
118: <pre>
119: up2date-config
120: </pre>
121: Next update your system to the latest versions of the system software using up2date.
122: <pre>
123: up2date -u
124: </pre>
125: <p>
126: Reboot your system before continuing with the installation.
127: </p>
128: <p>
129: Retrieve the RHEL4_loncapa_rhnsources file from the LON-CAPA install site:
130: </p>
131: <pre>
1.4 raeburn 132: wget http://install.loncapa.org/versions/redhat/4ES/RHEL4_loncapa_rhnsources
1.1 raeburn 133: </pre>
134: <p>
135: Install the RHEL4_loncapa_rhnsources
136: </p>
137: <p>
138: <pre>
139: mv /etc/sysconfig/rhn/sources /etc/sysconfig/rhn/sources.backup
140: cp RHEL4_loncapa_rhnsources /etc/sysconfig/rhn/sources
141: up2date
142: </pre>
143: </p>
144:
145:
146: <h2>Installing LON-CAPA</h2>
147: <h3>Install prerequisites</h3>
148: <p>Import the GPG key for use in verifying LON-CAPA packages retrieved from the LON-CAPA installation site.
149: <pre>
1.4 raeburn 150: rpm --import http://install.loncapa.org/versions/redhat/RPM-GPG-KEY-loncapa
1.1 raeburn 151: </pre>
152: </p>
153: <p>Execute the installation </p>
154: <pre>
1.3 albertel 155: up2date LONCAPA-prerequisites
1.1 raeburn 156: </pre>
1.7 ! raeburn 157: This may take some minutes due to LON-CAPA's large number of dependencies.
1.1 raeburn 158: </p>
159: <h3>Retrieve and execute LON-CAPA setup program</h3>
160: <p>
161: Retrieve the LON-CAPA setup with the following command:
162: </p>
163: <pre>
1.7 ! raeburn 164: wget http://install.loncapa.org/linux/install.tar
1.1 raeburn 165: </pre>
166: <p>
167: Extract the archive with the following command:
168: </p>
169: <pre>
1.7 ! raeburn 170: tar xf install.tar
1.1 raeburn 171: </pre>
172: <p>
173: This creates a directory named <tt>installation</tt>. Change to it and
174: execute the setup script with the following commands:
175: </p>
176: <pre>
177: cd installation
178: ./install.pl
179: </pre>
180: <p>
1.7 ! raeburn 181: The script is used to prepare a Linux system to run LON-CAPA, and can also be
! 182: used to check the configuration of a system on which LON-CAPA has already been installed. Typically, though, you will run this script only once, when you first install LON-CAPA.
! 183: </p>
! 184: <p>
! 185: The script will analyze your system to determine which actions are recommended. The script will then prompt you to choose the actions you would like taken.
! 186: Once a choice has been entered for all nine possible actions, required changes will be made.
! 187: </p>
! 188: <p>The possible actions are:
! 189: <ul>
! 190: <li>Create the www user/group</li>
! 191: <li>Install the package LON-CAPA uses to authenticate users.</li>
! 192: <li>Set-up the MySQL database</li>
! 193: <li>Set-up MySQL permissions</li>
! 194: <li>Configure Apache web server</li>
! 195: <li>Configure start-up of services</li>
! 196: <li>Check firewall settings</li>
! 197: <li>Stop services not used by LON-CAPA,<br />
! 198: e.g., services for a print server: cups daemon</li>
! 199: <li>Download LON-CAPA source code in readiness for installation</li>
! 200: </ul>
1.1 raeburn 201: </p>
202:
203: <h3>Determine LON-CAPA Settings</h3>
204: <p>
205: LON-CAPA requires a number of identifying parameters to be set in order
206: for it to function at all. Below is a list with descriptions.
207: </p>
208: <dl>
209: <dt>Host Type (library or access)</dt>
210: <dd>The server must be designated a 'library' or an 'access' server. In
211: general you should have a library server for your instructors to create
212: their course content on and run their courses. Students should connect
213: to access servers. If you are doing the first install of LON-CAPA at
214: your site, or if you are playing with it for your own edification you
215: should make your machine a 'library' server.</dd>
216: <dt>LON-CAPA domain</dt>
217: <dd>Each site or school which installs LON-CAPA needs its own domain.
218: Here at MSU we use 'msu'. You should choose something short but
219: meaningful. <i>Restriction: One word, no hyphens, underscores, or
220: special characters.</i>
221: </dd>
222: <dt>LON-CAPA host id</dt>
223: <dd>Each LON-CAPA server requires a unique internal name. We use names
224: such as "msul1" for the first library server. <i>Restriction: One word,
225: no hyphens, underscores, or special characters.</i>
226: </dd>
227: <dt>Host administrator email</dt>
228: <dd>The amount of email sent to this address is relatively minimal. Messages
229: are sent every time the system starts up, or if the system is in
230: serious trouble. On a laptop, make this <tt>root@localhost</tt>.
231: </dd>
232: </dl>
233:
234: <h3>Configuring LON-CAPA</h3>
235: <p>
236: To configure and install LON-CAPA, execute the following commands:
237: </p>
238: <pre>
1.7 ! raeburn 239: cd /root/loncapa-X.Y.Z (X.Y.Z should correspond to a version number like '2.10.0')
1.1 raeburn 240: ./UPDATE
241: </pre>
242: <p>
243: You will need to enter the LON-CAPA configuration information you determined
244: in the previous section.
245: </p>
246:
247: <h2>Creating a Domain Coordinator</h2>
248: <p>
249: You will need at least one user at your site who has the role of
250: 'domain coordinator'. This user creates accounts for other users and
251: grants them additional privileges. The make_domain_coordinator.pl script
1.7 ! raeburn 252: invoked below requires that you enter the user's password.
! 253: Feel free to use the "passwd username" command to change it later.
! 254: Replace USERNAME and DOMAIN with an appropriate user name and your domain.
1.1 raeburn 255: </p>
256: <pre>
1.7 ! raeburn 257: cd /root/loncapa-X.Y.Z/loncom/build
1.1 raeburn 258: perl make_domain_coordinator.pl USERNAME DOMAIN
259: </pre>
260:
261: <h2>Start/Restart Services</h2>
262: <p>
263: The LON-CAPA network services take a moment to start. Most misconfigurations
1.7 ! raeburn 264: will be apparent at this step.
1.1 raeburn 265: </p>
266: <pre>
267: /etc/init.d/loncontrol start
268: /etc/init.d/httpd start
269: </pre>
270: <p>
271: If you receive warnings when starting the httpd about missing perl modules,
272: please make sure you followed the instructions in
273: <b>Installing LON-CAPA Dependencies</b>. If you still have errors, please
274: contact the LON-CAPA development team.
275: </p>
276: <h2>Log in to your LON-CAPA Machine</h2>
277: <p>
278: Point a web browser at your new machine and log in as the domain
279: coordinator. Congratulations!
280: </p>
281:
282: <h2>If things aren't working right</h2>
283: <p>
284: If you've followed the steps above and the server doesn't start or you think
1.6 raeburn 285: there's something wrong, please get in touch with the LON-CAPA group.
1.2 raeburn 286: You can submit a help request using our web form:<br />
1.6 raeburn 287: <a href="http://help.loncapa.org/help/">http://help.loncapa.org/help/</a><br />
1.1 raeburn 288: If there were errors in installation of the dependency RPMs or during the
289: automatic setup, please send us as much information as possible.
290: If some part of this document is unclear please let us know.
291: </p>
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