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

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

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