Annotation of doc/build/suse10.3_install.frag, revision 1.4

1.1       raeburn     1: <h1>Installing LON-CAPA on a minimal SuSE Linux 10.3 System</h1>
                      2: <p>
                      3: This document guides you through the process of setting up a new LON-CAPA
1.4     ! bisitz      4: server running SuSE Linux 10.3 with a minimum of packages installed.
        !             5: The computer will be configured solely as a LON-CAPA server and will be
1.1       raeburn     6: expected to have no other services running.  Your server is expected to have a reasonably fast connection to the internet.
                      7: </p><p>
1.4     ! bisitz      8: More information is available at
1.1       raeburn     9: <a href="http://install.lon-capa.org/">http://install.lon-capa.org/</a>.
                     10: </p>
1.4     ! bisitz     11: 
1.1       raeburn    12: <h2>Before you begin</h2>
                     13: <p>
                     14: Installing Linux is getting easier and easier. You will be required to log in to the machine and execute some routine Unix commands.  Familiarity with the Apache web server, mod_perl, perl, and MySQL are not required to install and run LON-CAPA.
                     15: </p>
1.4     ! bisitz     16: 
1.1       raeburn    17: <h2>Installation Overview</h2>
                     18: <p>
                     19: The installation process takes the following steps:
                     20: </p>
                     21: <ol>
1.4     ! bisitz     22:   <li><a href="#obt">Obtain SuSE 10.3 installation media (DVD, or CD)</a></li>
        !            23:   <li><a href="#net">Determine Network Settings</a></li>
        !            24:   <li><a href="#lin">Install Suse 10.3</a></li>
        !            25:   <li><a href="#upd">Update your system</a></li>
        !            26:   <li><a href="#ilc">Install LON-CAPA</a></li>
        !            27:   <li><a href="#cdc">Create a Domain Coordinator</a></li>
        !            28:   <li><a href="#sts">Start/Restart services</a></li>
        !            29:   <li><a href="#log">Log in to LON-CAPA</a></li>
1.1       raeburn    30: </ol>
1.4     ! bisitz     31: <hr />
        !            32: 
        !            33: <h2>1. <a name="obt">Obtain SuSE Linux 10.3</a></h2>
1.1       raeburn    34: <p>
                     35: A SuSE 10.3 iso for burning to DVD can be obtained from the opensuse download site: <a href="http://software.opensuse.org/">http://http://software.opensuse.org/</a>, or from an opensuse mirror site - <a href="http://en.opensuse.org/Mirrors_Released_Version">http://en.opensuse.org/Mirrors_Released_Version</a>.  You will also find links there to sites with iso files for burning a Start-CD-Image (a mini.iso) used in a network install, if burning a CD is more convenient for you.
1.4     ! bisitz     36: </p>
        !            37: 
        !            38: <h2>2. <a name="net">Determine Network Settings</a></h2>
1.1       raeburn    39: <p>
                     40: You will need to know the following network settings for your installation.
                     41: <b>Note:</b>You must have a static IP address to use LON-CAPA.
                     42: DHCP is <em>not</em> supported.
                     43: </p>
                     44: <ul>
                     45:   <li>ip address </li>
                     46:   <li>netmask </li>
                     47:   <li>hostname </li>
                     48:   <li>gateway </li>
                     49:   <li>domain name server(s) </li>
                     50: </ul>
1.4     ! bisitz     51: 
        !            52: <h2>3. <a name="lin">Minimal SuSE 10.3 Install</a></h2>
1.1       raeburn    53: <p>
                     54: Installing SuSE 10.3 is quite easy if you've installed Linux products
1.4     ! bisitz     55: before.  Some documentation is available from
1.1       raeburn    56: <a href="http://en.opensuse.org/INSTALL_Local">
                     57: http://en.opensuse.org/INSTALL_Local</a> for installations from DVD and
                     58: <a href="http://en.opensuse.org/INSTALL_Internet">http://en.opensuse.org/INSTALL_Internet</a> for installations via the network, booting from the mini.iso CD.<br /><br />
                     59: Most of the subsequent installation screens are self explanatory.
                     60: There are a few steps that require comment and are dealt with below.
                     61: </p>
                     62: <dl style="list-style:square outside none">
1.2       www        63:    <dt>Installation Language</dt>
                     64:    <dd>Use English as your installation language.</dd>
1.1       raeburn    65:    <dt>Desktop Selection</dt>
                     66:    <dd>Click <i>Other</i> and choose <i>Text Mode</i></dd>
                     67:    <dt>Software Selection</dt>
                     68:    <dd>Choose Expert Mode and for Software enable Base System, Yast Installation Packages and Software Management</dd>
                     69:    <dt>Partitioning your Drive</dt>
1.4     ! bisitz     70:    <dd>For a LON-CAPA library server (i.e., the main server used
        !            71:        for permanent storage of course and user data),
        !            72:        a separate partition is recommended for /home, as this
1.1       raeburn    73:        simplifies future upgrades of the operating system.
1.4     ! bisitz     74:        If you are adding an additional access server to an
        !            75:        existing LON-CAPA domain, this does not apply as no
1.1       raeburn    76:        permenent data are stored on an access server.
                     77:        As LON-CAPA resource files are stored in the /home directory,
                     78:        the majority of the disk space should be allocated here.
1.4     ! bisitz     79:        If you have 20 GB of space for SuSE 10.3, /home should
        !            80:        receive at least 10 to 12 gigs. Since MySQL uses the /var
        !            81:        filesystem to store its databases you should have as least
        !            82:        4 gigs of space available on /var.  Be sure to
1.1       raeburn    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.
                     85:        </dd>
                     86: </dl>
                     87: <p>Once you system has rebooted, you will use yast to complete the configuration. Change the following settings:
                     88: <dl style="list-style:square outside none">
                     89:    <dt>Network Configuration</dt>
                     90:    <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic
                     91:        IP address.  When configuring your network card, you should include host name information (e.g., host name = tmp1, domain = lite.msu.edu), as well as name server. Other settings (ip address, gateway, netmask will have been set when you included them in the boot configuration).
                     92:    </dd>
                     93:    <dt>Firewall</dt>
                     94:    <dd>Enable the firewall, and allow the following services: web services (http and https) and login services (SSH). Use the "Advanced..." option to open the following ports for TCP services: 8080 5663.</dd>
                     95:    <dt>Online Update Configuration</dt>
                     96:    <dd>It is recommended that you register your server with Novell for future updates during the installation process, and then run the online update.</dd>
                     97:    </dt>
                     98: </dl>
                     99: <p>
                    100: After finishing the online update, the system should reboot, and
                    101: proceed to have you create a user account, show you the Release Notes,
                    102: and let you configure any extra hardware, and then finish up the boot
                    103: process. At the prompt login as root.
                    104: </p>
1.4     ! bisitz    105: 
        !           106: <h2>4. <a name="upd">Change software sources for your system</a></h2>
1.1       raeburn   107: <p>If you do not already have a SuSE 10.3 installation source at your location, you may want to consider creating one from the iso file for the DVD. Proceed as follows (e.g., for 32 bit):</p>
                    108: <pre>
                    109: mkdir -p suse103/DVD
                    110: mount -o ro,loop SUSE-Linux-10.3-GM-i386-DVD.iso /mnt
                    111: cp -rv /mnt/* suse103/DVD
                    112: umount /mnt
                    113: </pre>
                    114: Next you will use yast to import packages required for LON-CAPA.<br />
                    115: Execute:
                    116: </p>
                    117: <pre>
                    118: yast
                    119: </pre>
                    120: <p>
                    121: Select "Installation Source" and change to point at OSS and non-OSS repositories: (http://download.opensuse.org/distribution/10.3/repo/oss and http://download.opensuse.org/distribution/10.3/repo/non-oss) or alternatively at iternet installation repositories close to your location (see <a href="http://en.opensuse.org/Mirrors_Released_Version">http://en.opensuse.org/Mirrors_Released_Version</a>), or a local institutional source you have built from the SuSE 10.3 DVD, or you may prefer to continue to point at the installation DVD.
                    122: </p>
                    123: <h3>Add an additional installation source</h3>
                    124: <p>Add the LON-CAPA SuSE 10.3 repository as an additional installation source. Once this is done, software installation in yast should then have access to a minimum of three repositories - a YUM source for SuSE updates (established when you run online update from yast), an installation source (for OSS packages included in the standard distribution) and the LON-CAPA repository (for extra packages needed to run LON-CAPA). For the LON-CAPA source you will use:
                    125: <dl style="list-style:square outside none">
                    126: <dd>Media Type</dd>
                    127: <dt>HTTP</dt>
                    128: <dd>Protocol</dd>
                    129: <dt>HTTP</dt>
                    130: <dd>Server Name</dd>
                    131: <dt>install.loncapa.org</dt>
                    132: <dd>Directory on server</dd>
                    133: <dt>suse/10.3/</dt>
                    134: <dd>Authentication</dd>
                    135: <dt>Anonymous</dt>
                    136: </dl>
1.4     ! bisitz    137: After saving this configuration information for the LON-CAPA repository, you will need to import a public LON-CAPA key, before the catalog is read, and the repository is available to you. Quit yast.
1.1       raeburn   138: </p>
1.4     ! bisitz    139: 
        !           140: <h2>5. <a name="ilc">Installing LON-CAPA</a></h2>
1.1       raeburn   141: <h3>Install prerequisites</h3>
                    142: <p> Execute: </p>
                    143: <pre>
                    144: yast -i LONCAPA-prerequisites
                    145: </pre><p>
                    146: This may take a moment due to LON-CAPA's large number of dependencies.
                    147: </p>
                    148: <h3>Retrieve and execute LON-CAPA setup program</h3>
                    149: <p>
                    150: Retrieve the LON-CAPA setup with the following command:
                    151: </p>
                    152: <pre>
                    153: wget http://install.loncapa.org/versions/suse/10.3/suse10.3_install.tar
                    154: </pre>
                    155: <p>
                    156: Extract the archive with the following command:
                    157: </p>
                    158: <pre>
                    159: tar xf suse10.3_install.tar
                    160: </pre>
                    161: <p>
                    162: This creates a directory named <tt>installation</tt>.  Change to it and
                    163: execute the setup script with the following commands:
                    164: </p>
                    165: <pre>
                    166: cd installation
                    167: ./install.pl
                    168: </pre>
                    169: <p>
                    170: This script will prompt you for the MySQL root password and will download the latest LON-CAPA release.
                    171: </p>
                    172: <h3>Determine LON-CAPA Settings</h3>
                    173: <p>
                    174: LON-CAPA requires a number of identifying parameters to be set in order
                    175: for it to function at all.  Below is a list with descriptions.
                    176: </p>
                    177: <dl>
                    178:   <dt>Host Type (library or access)</dt>
                    179:   <dd>The server must be designated a 'library' or an 'access' server.  In
                    180:       general you should have a library server for your instructors to create
                    181:       their course content on and run their courses.  Students should connect
1.4     ! bisitz    182:       to access servers.  If you are doing the first install of LON-CAPA at
1.1       raeburn   183:       your site, or if you are playing with it for your own edification you
                    184:       should make your machine a 'library' server.</dd>
                    185:   <dt>LON-CAPA domain</dt>
                    186:   <dd>Each site or school which installs LON-CAPA needs its own domain.
                    187:       Here at MSU we use 'msu'.  You should choose something short but
1.4     ! bisitz    188:       meaningful.  <i>Restriction: One word, no hyphens, underscores, or
1.1       raeburn   189:       special characters.</i>
                    190:   </dd>
                    191:   <dt>LON-CAPA host id</dt>
                    192:   <dd>Each LON-CAPA server requires a unique internal name.  We use names
1.4     ! bisitz    193:       such as "msul1" for the first library server. <i>Restriction: One word,
1.1       raeburn   194:       no hyphens, underscores, or special characters.</i>
                    195:   </dd>
                    196:   <dt>Host administrator email</dt>
                    197:   <dd>The amount of email sent to this address is relatively minimal.  Messages
1.4     ! bisitz    198:       are sent every time the system starts up, or if the system is in
1.1       raeburn   199:       serious trouble. On a laptop, make this <tt>root@localhost</tt>.
                    200:   </dd>
                    201: </dl>
                    202: 
                    203: <h3>Configuring LON-CAPA</h3>
                    204: <p>
                    205: To configure and install LON-CAPA, execute the following commands:
                    206: </p>
                    207: <pre>
                    208: cd /root/loncapa-N.N     (N.N should correspond to a version number like '2.2.2')
                    209: ./UPDATE
                    210: </pre>
                    211: <p>
1.4     ! bisitz    212: You will need to enter the LON-CAPA configuration information you determined
        !           213: in the previous section.
1.1       raeburn   214: </p>
1.4     ! bisitz    215: 
        !           216: <h2>6. <a name="cdc">Creating a Domain Coordinator</a></h2>
1.1       raeburn   217: <p>
                    218: You will need at least one user at your site who has the role of
                    219: 'domain coordinator'.  This user creates accounts for other users and
                    220: grants them additional privileges.  The make_domain_coordinator.pl script
                    221: invoked below requires that you enter the users password.  The password will
                    222: show in plaintext as you type it.  Feel free to use the "passwd username"
1.4     ! bisitz    223: command to change it later.  Replace USERNAME and DOMAIN with an
1.1       raeburn   224: appropriate user name and your domain.
                    225: </p>
                    226: <pre>
                    227: cd /root/loncapa-N.N/loncom/build
                    228: perl make_domain_coordinator.pl USERNAME DOMAIN
                    229: (WILL PROMPT FOR PASSWORD HERE)
                    230: </pre>
1.4     ! bisitz    231: 
        !           232: <h2>7. <a name="sts">Start/Restart Services</a></h2>
1.1       raeburn   233: <p>
                    234: The LON-CAPA network services take a moment to start.  Most misconfigurations
                    235: will be apparent at this step.
                    236: </p>
                    237: <pre>
                    238: /etc/init.d/loncontrol start
                    239: /etc/init.d/apache2 start
                    240: </pre>
                    241: <p>
                    242: If you receive warnings about missing perl modules when starting apache2,
1.4     ! bisitz    243: please make sure you followed the instructions in
1.1       raeburn   244: <b>Installing LON-CAPA Dependencies</b>.  If you still have errors, please
1.3       raeburn   245: contact the MSU LON-CAPA group.
1.1       raeburn   246: </p>
1.4     ! bisitz    247: 
        !           248: <h2>8. <a name="log">Log in to your LON-CAPA Machine</a></h2>
1.1       raeburn   249: <p>
                    250: Point a web browser at your new machine and log in as the domain
                    251: coordinator.  Congratulations!
                    252: </p>
1.4     ! bisitz    253: 
        !           254: <hr />
1.1       raeburn   255: <h2>If things aren't working right</h2>
                    256: <p>
                    257: If you've followed the steps above and the server doesn't start or you think
1.3       raeburn   258: there's something wrong, please get in touch with the MSU LON-CAPA group.
1.1       raeburn   259: You can submit a help request using our web form:<br />
1.3       raeburn   260: <a href="http://help.loncapa.org/help/">http://help.loncapa.org/help/</a><br />
1.1       raeburn   261: If there were errors in installation of the dependency RPMs or during the
1.4     ! bisitz    262: automatic setup, please send us as much information as possible.
1.1       raeburn   263: Please let us know if any parts of this document are unclear.
                    264: </p>

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