Annotation of doc/build/fedora_install.frag, revision 1.13

1.12      matthew     1: <html>
                      2: <head><title>New installation instructions</title></head>
                      3: <body>
                      4: 
1.13    ! matthew     5: <h1>Installing LON-CAPA on a minimal Fedora Core 2 Linux System</h1>
1.1       matthew     6: <p>
                      7: This document guides you through the process of setting up a new LON-CAPA
1.13    ! matthew     8: server running Fedora Core 2 (FC2) with a minimum of packages installed.  
        !             9: The computer will be configured solely as a LON-CAPA server and will be 
        !            10: expected to have no other services running.  Your server is expected to have
        !            11: a reasonably fast connection to the internet.
1.1       matthew    12: </p><p>
                     13: More information is available at <a href="http://install.lon-capa.org/">
                     14: http://install.lon-capa.org/</a>.
                     15: </p>
                     16: 
                     17: <h2>Before you begin</h2>
                     18: <p>
                     19: Installing Linux is getting easier and easier.  However, it is still a
                     20: non-trivial undertaking and experience with Red Hat Linux will make this 
                     21: process easier.  You will be required to log in to the machine and execute
                     22: some routine Unix commands.  Some familiarity with Linux is assumed.  
                     23: Familiarity with the Apache web server, mod_perl, perl, and MySQL are not 
                     24: 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 Linux </li>
                     33:   <li> Determine Network Settings</li>
                     34:   <li> Install Fedora </li>
1.12      matthew    35:   <li> Updating your system </li>
                     36:   <li> Installing LON-CAPA </li>
1.1       matthew    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 Linux</h2>
                     43: <p>
1.13    ! matthew    44: FC2 ISO files can be obtained from the projects main site,
1.1       matthew    45: <a href="http://fedora.redhat.com/">http://fedora.redhat.com/</a>.
1.13    ! matthew    46: You will need only the first ISO image for the minimal install.
        !            47: </p> 
1.1       matthew    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: 
1.13    ! matthew    63: <h2>Minimal FC2 Install</h2>
1.1       matthew    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: There are a few sections that require comment.
                     70: </p>
                     71: <dl style="list-style:square outside none">
                     72:    <dt>Installation Type</dt>
                     73:    <dd>You should do a "Server" install.  We do not recommend
                     74:        trying to install LON-CAPA with a different installation type.</dd>
                     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:        lion's share of the drive should be allocated here.  If you have 20 GB 
1.2       matthew    80:        of space for Red Hat, /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 
1.1       matthew    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>The firewall should be customized to allow incoming ssh and www.  
                     91:        Additional ports used by LON-CAPA are 5663 and 8080.  
                     92:        Enter these in the entry box as <nobr>"5663:tcp, 8080:tcp"</nobr>.</dd>
                     93:    <dt>Package Group Selection</dt>
1.13    ! matthew    94:    <dd>Choose 'minimal install'</dd>
1.1       matthew    95: </dl>
                     96: <p>
                     97: Finish installing your server, reboot it, and log in as root.
                     98: </p>
                     99: 
1.12      matthew   100: <h2>Updating your system</h2>
1.1       matthew   101: <p>
1.12      matthew   102: Retrieve the loncapa_yum.conf file from the LON-CAPA install site:
1.1       matthew   103: </p>
                    104: <pre>
1.12      matthew   105: wget http://install.loncapa.org/versions/fedora/loncapa_yum.conf 
1.1       matthew   106: </pre>
                    107: <p>
1.13    ! matthew   108: Copy the loncapa_yum.conf file to /etc/yum.conf:
        !           109: </p>
        !           110: <pre>
        !           111: mv /etc/yum.conf /etc/yum.conf.backup
        !           112: cp loncapa_yum.conf /etc/yum.conf
        !           113: </pre>
        !           114: <p>
1.12      matthew   115: Update your system to the latest versions of the system software:
1.1       matthew   116: </p>
                    117: <pre>
1.13    ! matthew   118: yum update
1.1       matthew   119: </pre>
                    120: <p>
1.13    ! matthew   121: You will need to reboot your system after yum finishes.  Reboot your system before proceeding with the LON-CAPA install.
1.1       matthew   122: </p>
                    123: 
1.12      matthew   124: <h2>Installing LON-CAPA</h2>
                    125: <h3>Install prerequisites</h3>
1.6       matthew   126: <p>
                    127: <p>
1.12      matthew   128: Installating the LON-CAPA prerequisites is pretty straightforward.  Execute:
                    129: </p><pre>
1.13    ! matthew   130: yum install LONCAPA-prerequisites ntp
1.12      matthew   131: </pre><p>
                    132: This may take a moment due to LON-CAPA's large number of dependencies.
1.7       matthew   133: </p>
1.12      matthew   134: <h3>Retrieve and execute LON-CAPA setup program</h3>
1.7       matthew   135: <p>
1.12      matthew   136: Retrieve the LON-CAPA setup with the following command:
1.7       matthew   137: </p>
1.12      matthew   138: <pre>
                    139: wget http://install.loncapa.org/versions/fedora/fedora_install.tar
                    140: </pre>
1.7       matthew   141: <p>
1.12      matthew   142: Extract the archive with the following command:
1.1       matthew   143: </p>
                    144: <pre>
1.12      matthew   145: tar xf fedora_install.tar
1.1       matthew   146: </pre>
                    147: <p>
1.12      matthew   148: This creates a directory named <tt>installation</tt>.  Change to it and
                    149: execute the setup script with the following commands:
1.1       matthew   150: </p>
                    151: <pre>
1.12      matthew   152: cd installation
1.1       matthew   153: ./install.pl
                    154: </pre>
1.12      matthew   155: <p>
                    156: This script will prompt you for the MySQL root password and will download the latest LON-CAPA release.
                    157: </p>
1.1       matthew   158: 
1.12      matthew   159: <h3>Determine LON-CAPA Settings</h3>
1.1       matthew   160: <p>
                    161: LON-CAPA requires a number of identifying parameters be set in order
                    162: for it to function at all.  Below is a list with descriptions.
                    163: </p>
                    164: <dl>
                    165:   <dt>Host Type (library or access)</dt>
                    166:   <dd>The server must be designated a 'library' or an 'access' server.  In
                    167:       general you should have a library server for your instructors to create
                    168:       their course content on and run their courses.  Students should connect
                    169:       to access servers.  If you are doing the first install of LON-CAPA at 
                    170:       your site, or if you are playing with it for your own edification you
                    171:       should make your machine a 'library' server.</dd>
                    172:   <dt>LON-CAPA domain</dt>
                    173:   <dd>Each site or school which installs LON-CAPA needs its own domain.
                    174:       Here at MSU we use 'msu'.  You should choose something short but
                    175:       meaningful.  <i>Restriction: One word, no hyphens, underscores, or 
                    176:       special characters.</i>
                    177:   </dd>
                    178:   <dt>LON-CAPA host id</dt>
                    179:   <dd>Each LON-CAPA server requires a unique internal name.  We use names
                    180:       such as "msul1" for the first library server. <i>Restriction: One word, 
                    181:       no hyphens, underscores, or special characters.</i>
                    182:   </dd>
                    183:   <dt>Host administrator email</dt>
                    184:   <dd>The amount of email sent to this address is relatively minimal.  Messages
                    185:       are sent every time the system starts up, or if the system is in 
                    186:       serious trouble. On a laptop, make this <tt>root@localhost</tt>.
                    187:   </dd>
                    188: </dl>
                    189: 
1.12      matthew   190: <h3>Configuring LON-CAPA</h3>
1.1       matthew   191: <p>
                    192: To configure and install LON-CAPA, execute the following commands:
                    193: </p>
                    194: <pre>
1.5       matthew   195: cd /root/loncapa-N.N     (N.N should correspond to a version number like '1.2')
1.1       matthew   196: ./UPDATE
                    197: </pre>
                    198: <p>
                    199: You will need to enter the LON-CAPA configuration information you determined 
                    200: in the previous section.  
                    201: </p>
                    202: 
                    203: <h2>Creating a Domain Coordinator</h2>
                    204: <p>
                    205: You will need at least one user at your site who has the role of
                    206: 'domain coordinator'.  This user creates accounts for other users and
                    207: grants them additional privileges.  The make_domain_coordinator.pl script
                    208: invoked below requires that you enter the users password.  The password will
                    209: show in plaintext as you type it.  Feel free to use the "passwd username"
                    210: command to change it later.  Replace USERNAME and DOMAIN with an 
                    211: appropriate user name and your domain.
                    212: </p>
                    213: <pre>
                    214: cd /root/loncapa-N.N/loncom/build
                    215: perl make_domain_coordinator.pl USERNAME DOMAIN
                    216: (WILL PROMPT FOR PASSWORD HERE)
1.8       matthew   217: mkdir ~USERNAME/public_html
                    218: chown USERNAME:www ~USERNAME/public_html
                    219: chmod 0775 ~USERNAME/public_html
                    220: chmod a+x ~USERNAME
1.1       matthew   221: </pre>
                    222: 
                    223: <h2>Start/Restart Services</h2>
                    224: <p>
                    225: The LON-CAPA network services take a moment to start.  Most misconfigurations
                    226: will be appearant at this step.
                    227: </p>
                    228: <pre>
                    229: /etc/init.d/loncontrol start
                    230: /etc/init.d/httpd start
                    231: </pre>
1.5       matthew   232: <p>
                    233: If you receive warnings when starting the httpd about missing perl modules,
                    234: please make sure you followed the instructions in 
                    235: <b>Installing LON-CAPA Dependencies</b>.  If you still have errors, please
                    236: contact the LON-CAPA development team.
                    237: </p>
1.1       matthew   238: <h2>Log in to your LON-CAPA Machine</h2>
                    239: <p>
                    240: Point a web browser at your new machine and log in as the domain
                    241: coordinator.  Congratulations!
                    242: </p>
1.4       matthew   243: 
                    244: <h2>If Things aren't working right</h2>
                    245: <p>
                    246: If you've followed the steps above and the server doesn't start or you think 
                    247: there's something wrong, please get in touch with the LON-CAPA developers.
                    248: If there were errors in installation of the dependency RPMs or during the
                    249: automatic setup, please send us as much information as possible.
                    250: If some part of this document is unclear please let us know.
                    251: </p>
1.12      matthew   252: 
                    253: </body>

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