Annotation of doc/build/fedora_install.frag, revision 1.3

1.1       matthew     1: <h1>Installing LON-CAPA on a Fedora Linux System</h1>
                      2: <p>
                      3: This document guides you through the process of setting up a new LON-CAPA
                      4: server running Fedora Linux.  The computer will be configured solely as
                      5: a LON-CAPA server and will be expected to have no other services running
                      6: on it.
                      7: </p><p>
                      8: More information is available at <a href="http://install.lon-capa.org/">
                      9: http://install.lon-capa.org/</a>.
                     10: </p>
                     11: 
                     12: <h2>Before you begin</h2>
                     13: <p>
                     14: Installing Linux is getting easier and easier.  However, it is still a
                     15: non-trivial undertaking and experience with Red Hat Linux will make this 
                     16: process easier.  You will be required to log in to the machine and execute
                     17: some routine Unix commands.  Some familiarity with Linux is assumed.  
                     18: Familiarity with the Apache web server, mod_perl, perl, and MySQL are not 
                     19: 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 Fedora Linux </li>
                     28:   <li> Determine Network Settings</li>
                     29:   <li> Install Fedora </li>
                     30:   <li> Install LON-CAPA Dependencies </li>
                     31:   <li> Determine your LON-CAPA Settings </li>
                     32:   <li> Install LON-CAPA </li>
                     33:   <li> Configure LON-CAPA </li>
                     34:   <li> Pick a hosts.tab file </li>
                     35:   <li> Create a Domain Coordinator </li>
                     36:   <li> Start/Restart services </li>
                     37:   <li> Log in to LON-CAPA </li>
                     38: </ol>
                     39: 
                     40: <h2>Obtain Fedora Linux</h2>
                     41: <p>
                     42: Fedora linux ISO files can be obtained from the projects main site,
                     43: <a href="http://fedora.redhat.com/">http://fedora.redhat.com/</a>.
                     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>Gather needed information</h2>
                     61: 
                     62: 
                     63: 
                     64: <h2>Install Fedora</h2>
                     65: <p>
                     66: Installing Fedora is quite easy if you've installed any of the Red Hat products
                     67: before.  Some documentation is available from 
                     68: <a href="http://fedora.redhat.com/projects/anaconda-installer/">
                     69: http://fedora.redhat.com/projects/anaconda-installer/</a>.
                     70: There are a few sections that require comment.
                     71: </p>
                     72: <dl style="list-style:square outside none">
                     73:    <dt>Installation Type</dt>
                     74:    <dd>You should do a "Server" install.  We do not recommend
                     75:        trying to install LON-CAPA with a different installation type.</dd>
                     76:    <dt>Partitioning your Drive</dt>
                     77:    <dd>You may want to use the automatic partitioning feature of the installer,
                     78:        however you should review the results and be prepared to modify them.
                     79:        LON-CAPA resource files are stored in the /home directory, so the
                     80:        lion's share of the drive should be allocated here.  If you have 20 GB 
1.2       matthew    81:        of space for Red Hat, /home should receive at least 10 to 12 gigs.  
                     82:        Since MySQL uses the /var filesystem to store its databases you should
                     83:        have at least 4 gigs of space available on /var.  Be sure to 
1.1       matthew    84:        include adequate swap space.  A minimum is 512 Megs, but you should
                     85:        typically have 1 or 2x as much swap space as you do physical RAM.</dd>
                     86:    <dt>Network Configuration</dt>
                     87:    <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic 
                     88:        IP address.  When configuring your network card, be sure to unselect
                     89:        the DHCP option and enter in your network information.</dd>
                     90:    <dt>Firewall Configuration</dt>
                     91:    <dd>The firewall should be customized to allow incoming ssh and www.  
                     92:        Additional ports used by LON-CAPA are 5663 and 8080.  
                     93:        Enter these in the entry box as <nobr>"5663:tcp, 8080:tcp"</nobr>.</dd>
                     94:    <dt>Package Group Selection</dt>
                     95:    <dd>
                     96:        <b>Do not</b> install a web server.  It is intentially omitted from
                     97:        this list.  Installing packages not listed below is not recommended.
                     98:        If you install packages not listed below you should expect difficulties
                     99:        when installing the LON-CAPA dependencies.
                    100:       <ul>
                    101:          <li>Editors</li>
                    102:          <li>Text Based Internet</li>
                    103:          <li>Authoring and Publishing</li>
                    104:          <li>Development Tools
                    105:          <li>Administration Tools
                    106:          <li>Printing Support
                    107:       </ul>
                    108:    </dd>
                    109: </dl>
                    110: <p>
                    111: Finish installing your server, reboot it, and log in as root.
                    112: </p>
                    113: 
                    114: <h2>Retrieving the LON-CAPA Installation Archive</h2>
                    115: <p>
                    116: Execute the following command:
                    117: </p>
                    118: <pre>
                    119: wget http://install.loncapa.org/versions/fedora/fedora_install.tar
                    120: </pre>
                    121: <p>
                    122: This will retrieve from the LON-CAPA website all the packages needed to get
                    123: LON-CAPA running on your system, except for the LON-CAPA source itself.
                    124: </p>
                    125: <p>
                    126: Extract the archive with the following command:
                    127: </p>
                    128: <pre>
                    129: tar xf fedora_install.tar
                    130: </pre>
                    131: <p>
                    132: This creates a directory named <tt>installation</tt>.
                    133: </p>
                    134: 
                    135: <h2>Installing LON-CAPA Dependencies</h2>
                    136: <p>
                    137: This section walks you through installing the packages which LON-CAPA requires.
1.3     ! matthew   138: There are a lot of dependencies.  They have been grouped in a
1.1       matthew   139: somewhat logical fashion to make them easier to deal with.  When installing
                    140: the rpms you should watch for errors.
                    141: </p><p>
                    142: The quick instructions are:
                    143: </p>
                    144: <pre>
                    145: cd installation
                    146: cd mysql
                    147: rpm -Uvh *rpm
                    148: cd ../apache
                    149: rpm -Uvh *rpm
                    150: cd ../mod_perl
                    151: rpm -Uvh *rpm
                    152: cd ../perl_dependencies
                    153: rpm -Uvh *rpm
                    154: cd ../GD
                    155: rpm -Uvh *rpm
                    156: cd ../gnuplot
                    157: rpm --install --oldpackage readline-2.2.1-6.i386.rpm
                    158: rpm --install --oldpackage --excludedocs libpng-1.0.12-2.i386.rpm
                    159: rpm -Uvh gnuplot-3.7.1-5.i386.rpm libgd-1.3-4.i386.rpm ncurses4-5.0-5.i386.rpm
                    160: cd ../misc
                    161: rpm -Uvh *rpm
                    162: cd ..
                    163: </pre>
                    164: <p>
                    165: <b>Notes:</b>
                    166: <ul>
                    167:     <li>MySQL is used to store caches of data, not original copies.  
                    168:         Administering LON-CAPA machines does not yet mean becoming a 
                    169:         database administrator.</li>
                    170:     <li>Apache 1.3 and mod_perl 1.x are required by LON-CAPA.  These are
                    171:         provided in the installation package.
                    172:     <li>A specific version of Gnuplot is required by LON-CAPA.  Do not
                    173:         install a version different from the one included in the LON-CAPA
                    174:         installation package.</li>
                    175: </ul>
                    176: </p>
                    177: 
                    178: <h2>Configuring LON-CAPA Dependencies</h2>
                    179: <p>
                    180: We have prepared a script which takes care of most of the configuration that
                    181: must be done to get the newly installed packages working with LON-CAPA.  
                    182: This script will retrieve the latest LON-CAPA release from
                    183: <a href="http://install.loncapa.org">http://install.loncapa.org</a>.
                    184: You will be prompted for a root password for your MySQL server.  You 
                    185: will need to remember this password in case you should ever need to make
                    186: changes the the server.
                    187: </p><p>
                    188: Execute the script as follows:
                    189: </p>
                    190: <pre>
                    191: cd setup;
                    192: ./install.pl
                    193: </pre>
                    194: 
                    195: <h2>Determine LON-CAPA Settings</h2>
                    196: <p>
                    197: LON-CAPA requires a number of identifying parameters be set in order
                    198: for it to function at all.  Below is a list with descriptions.
                    199: </p>
                    200: <dl>
                    201:   <dt>Host Type (library or access)</dt>
                    202:   <dd>The server must be designated a 'library' or an 'access' server.  In
                    203:       general you should have a library server for your instructors to create
                    204:       their course content on and run their courses.  Students should connect
                    205:       to access servers.  If you are doing the first install of LON-CAPA at 
                    206:       your site, or if you are playing with it for your own edification you
                    207:       should make your machine a 'library' server.</dd>
                    208:   <dt>LON-CAPA domain</dt>
                    209:   <dd>Each site or school which installs LON-CAPA needs its own domain.
                    210:       Here at MSU we use 'msu'.  You should choose something short but
                    211:       meaningful.  <i>Restriction: One word, no hyphens, underscores, or 
                    212:       special characters.</i>
                    213:   </dd>
                    214:   <dt>LON-CAPA host id</dt>
                    215:   <dd>Each LON-CAPA server requires a unique internal name.  We use names
                    216:       such as "msul1" for the first library server. <i>Restriction: One word, 
                    217:       no hyphens, underscores, or special characters.</i>
                    218:   </dd>
                    219:   <dt>Host administrator email</dt>
                    220:   <dd>The amount of email sent to this address is relatively minimal.  Messages
                    221:       are sent every time the system starts up, or if the system is in 
                    222:       serious trouble. On a laptop, make this <tt>root@localhost</tt>.
                    223:   </dd>
                    224: </dl>
                    225: 
                    226: <h2>Configuring LON-CAPA</h2>
                    227: <p>
                    228: To configure and install LON-CAPA, execute the following commands:
                    229: </p>
                    230: <pre>
                    231: cd /root/loncapa-N.N     (N.N should correspond to a version number like '1.1')
                    232: ./UPDATE
                    233: </pre>
                    234: <p>
                    235: You will need to enter the LON-CAPA configuration information you determined 
                    236: in the previous section.  
                    237: </p>
                    238: 
                    239: <h2>Creating a Domain Coordinator</h2>
                    240: <p>
                    241: You will need at least one user at your site who has the role of
                    242: 'domain coordinator'.  This user creates accounts for other users and
                    243: grants them additional privileges.  The make_domain_coordinator.pl script
                    244: invoked below requires that you enter the users password.  The password will
                    245: show in plaintext as you type it.  Feel free to use the "passwd username"
                    246: command to change it later.  Replace USERNAME and DOMAIN with an 
                    247: appropriate user name and your domain.
                    248: </p>
                    249: <pre>
                    250: cd /root/loncapa-N.N/loncom/build
                    251: perl make_domain_coordinator.pl USERNAME DOMAIN
                    252: (WILL PROMPT FOR PASSWORD HERE)
                    253: </pre>
                    254: 
                    255: <h2>Start/Restart Services</h2>
                    256: <p>
                    257: The LON-CAPA network services take a moment to start.  Most misconfigurations
                    258: will be appearant at this step.
                    259: </p>
                    260: <pre>
                    261: /etc/init.d/loncontrol start
                    262: /etc/init.d/httpd start
                    263: </pre>
                    264: 
                    265: <h2>Log in to your LON-CAPA Machine</h2>
                    266: <p>
                    267: Point a web browser at your new machine and log in as the domain
                    268: coordinator.  Congratulations!
                    269: </p>

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