Annotation of doc/build/RHEL5_install.frag, revision 1.6
1.1 albertel 1: <h1>Installing LON-CAPA on a minimal Red Hat Enterprise Linux 5 System</h1>
2: <p>
3: This document guides you through the process of setting up a new LON-CAPA
1.5 bisitz 4: server running Red Hat Enterprise Linux 5 with a minimum of packages installed.
5: The computer will be configured solely as a LON-CAPA server and will be
1.1 albertel 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>
1.5 bisitz 9: More information is available at
1.1 albertel 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.
16: You will be required to log in to the machine and execute
1.5 bisitz 17: some routine Unix commands. Familiarity with the Apache web server, mod_perl,
1.1 albertel 18: perl, and MySQL are not required to install and run LON-CAPA.
19: </p>
20:
21: <h2>Installation Overview</h2>
22: <p>
23: The installation process takes the following steps:
24: </p>
25: <ol>
1.5 bisitz 26: <li><a href="#obt">Obtain Red Hat Enterprise Linux 5 installation CDs</a></li>
27: <li><a href="#net">Determine Network Settings</a></li>
28: <li><a href="#lin">Install Red Hat Enterprise Linux 5</a></li>
29: <li><a href="#upd">Update your system</a></li>
30: <li><a href="#ilc">Install LON-CAPA</a></li>
31: <li><a href="#cdc">Create a Domain Coordinator</a></li>
32: <li><a href="#sts">Start/Restart services</a></li>
33: <li><a href="#log">Log in to LON-CAPA</a></li>
1.1 albertel 34: </ol>
1.5 bisitz 35: <hr />
36: <h2>1. <a name="obt">Obtain Red Hat Enterprise Linux 5 CDs</a></h2>
1.1 albertel 37: <p>
1.5 bisitz 38: RHEL5 CDs can be purchased from Red Hat:
1.1 albertel 39: <a href="http://redhat.com/">http://redhat.com/</a>.
40: For the minimal install on 32-bit architecture you will need only the first CD.
1.2 albertel 41: For the minimal install on 64-bit architecture you will need CDs 1, 2, and 4.
1.1 albertel 42:
1.5 bisitz 43: </p>
1.1 albertel 44:
1.5 bisitz 45: <h2>2. <a name="net">Determine Network Settings</a></h2>
1.1 albertel 46: <p>
1.5 bisitz 47: You will need to know the following network settings for your installation.
1.1 albertel 48: <b>Note:</b>You must have a static IP address to use LON-CAPA.
49: DHCP is <em>not</em> supported.
50:
51: <ul>
52: <li>ip address </li>
53: <li>netmask </li>
54: <li>hostname </li>
55: <li>gateway </li>
56: <li>domain name server(s) </li>
57: </ul>
58:
1.5 bisitz 59: <h2>3. <a name="lin">Minimal Red Hat Enterprise Linux 5 Install</a></h2>
1.1 albertel 60: <p>
61: Installing Red Hat Enterprise Linux is quite easy if you've installed any of the Red Hat products
62: before. Documentation is available from
63: <a href="http://www.redhat.com/docs/manuals/enterprise/">
64: http://www.redhat.com/docs/manuals/enterprise/</a>
1.5 bisitz 65: Most of the installation screens are self explanatory.
1.1 albertel 66: There are a few steps that require comment and are dealt with below.
67: </p>
68: <dl style="list-style:square outside none">
1.3 www 69: <dt>Installation Language</dt>
70: <dd>Use English as your installation language.</dd>
1.1 albertel 71: <dt>Installation Type</dt>
72: <dd>If this is a fresh install choose "Install Red Hat Enterprise Linux Server". If updating from a previous LON-CAPA installation on an earlier Redhat or Fedora version you may prefer to choose the upgrade option, although if you established a separate partition for /home it will be faster to perform an install instead of an upgrade, and use "Create Custom Layout" to set up partitions - making sure to select the "unchanged data" option for the /home partition, in order to preserve your existing LON-CAPA data. A full back-up to tape or some external system is also strongly advised when updating the operating system in use on an existing LON-CAPA server.</dd>
73:
74: <dt>Partitioning your Drive</dt>
75: <dd>For a fresh install may want to use the automatic partitioning feature of the installer,
76: however you should review the results and be prepared to modify them. If you want to customize partitioning use "Create Custom Layout".
77: LON-CAPA resource files are stored in the /home directory, so the
1.5 bisitz 78: majority of the disk space should be allocated here. If you have 20 GB
79: of space for RHEL, /home should receive at least 10 to 12 gigs.
1.1 albertel 80: Since MySQL uses the /var filesystem to store its databases you should
1.5 bisitz 81: have at least 4 gigs of space available on /var. Be sure to
1.1 albertel 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:
85: <dt>Network Configuration</dt>
1.5 bisitz 86: <dd>LON-CAPA will <b>not</b> work with a machine set up to use a dynamic
1.1 albertel 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>Software</dt>
90: <dd>Click the "Customize Now" radio button and for a minimal install uncheck all packages except "Base" in the Base System category. If you leave other packages checked in any of the other categories, you'll need additional ISO CDs.</dd>
91: </dl>
92: <p>
93:
94: Finish installing your server, reboot it, and log in as root. The
95: first time you log-in, the Setup Agent will be displayed. (If you exit it early you can enter it again buy running the command
96: <pre>
97: setup
98: </pre>
99: This should tool be used to configure the Firewall and SELinux.
100:
101: <dt>Firewall Configuration</dt>
102:
103: <dd>Select Security Level: Enabled, and Customize, to allow
104: incoming: SSH (remote login), WWW (HTTP) and secure WWW
1.6 ! raeburn 105: (HTTPS).
1.1 albertel 106: </dd>
1.5 bisitz 107: <dd> Set SELinux to Disabled.</dd>
1.1 albertel 108: <dd> Select OK, and then Quit</dd>
109: </p>
110:
1.5 bisitz 111: <h2>4. <a name="upd">Update your system</a></h2>
1.1 albertel 112: <p>
113: Update your system to the latest versions of the system software using yum.
114: </p>
115: <pre>
116: yum update
117: </pre>
118: <p>
119: Reboot your system before continuing with the installation.
120: </p>
121: <p>
122: Retrieve the rhel5_loncapa_yum file from the LON-CAPA install site:
123: </p>
124: <pre>
125: wget http://install.loncapa.org/versions/redhat/5Server/rhel5_loncapa_yum.conf
126: </pre>
127: <p>
128: Install the rhel5_loncapa_yum.conf
129: </p>
130: <p>
131: <pre>
132: mv /etc/yum.conf /etc/yum.conf.backup
133: cp rhel5_loncapa_yum.conf /etc/yum.conf
134: yum update
135: </pre>
136: </p>
1.5 bisitz 137: <h2>5. <a name="ilc">Installing LON-CAPA</a></h2>
1.1 albertel 138: <h3>Install prerequisites</h3>
139: <p> Execute: </p>
140: <pre>
141: yum install LONCAPA-prerequisites
142: </pre><p>
143: This may take a moment due to LON-CAPA's large number of dependencies.
144: </p>
145: <h3>Retrieve and execute LON-CAPA setup program</h3>
146: <p>
147: Retrieve the LON-CAPA setup with the following command:
148: </p>
149: <pre>
150: wget http://install.loncapa.org/versions/redhat/5Server/rhel5_install.tar
151: </pre>
152: <p>
153: Extract the archive with the following command:
154: </p>
155: <pre>
156: tar xf rhel5_install.tar
157: </pre>
158: <p>
159: This creates a directory named <tt>installation</tt>. Change to it and
160: execute the setup script with the following commands:
161: </p>
162: <pre>
163: cd installation
164: ./install.pl
165: </pre>
166: <p>
167: This script will prompt you for the MySQL root password and will download the latest LON-CAPA release.<br />
168: You can safely ignore the following warnings from gcc 4 when compiling pwauth:<br />
169: <tt>
170: pwauth.c: In function ‘lastlog’:
171: <ul>
172: <li>pwauth.c:541: warning: incompatible implicit declaration of built-in function ‘strncpy’</li>
173: <li>pwauth.c:543: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
174: </ul>
175: pwauth.c: In function ‘main’:
176: <ul>
177: <li>pwauth.c:692: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
178: </ul>
179: </tt>
180:
181: </p>
182:
183: <h3>Determine LON-CAPA Settings</h3>
184: <p>
185: LON-CAPA requires a number of identifying parameters to be set in order
186: for it to function at all. Below is a list with descriptions.
187: </p>
188: <dl>
189: <dt>Host Type (library or access)</dt>
190: <dd>The server must be designated a 'library' or an 'access' server. In
191: general you should have a library server for your instructors to create
192: their course content on and run their courses. Students should connect
1.5 bisitz 193: to access servers. If you are doing the first install of LON-CAPA at
1.1 albertel 194: your site, or if you are playing with it for your own edification you
195: should make your machine a 'library' server.</dd>
196: <dt>LON-CAPA domain</dt>
197: <dd>Each site or school which installs LON-CAPA needs its own domain.
198: Here at MSU we use 'msu'. You should choose something short but
1.5 bisitz 199: meaningful. <i>Restriction: One word, no hyphens, underscores, or
200: special characters.</i><br />Domain names which include a departmental
1.1 albertel 201: abbreviation are not recommended as although LON-CAPA may start in
202: a single department, other departments frequently join subsequently.
203: For a domain name: 'msu' is a superior choice to 'msuphys' for example.
204: </dd>
205: <dt>LON-CAPA host id</dt>
206: <dd>Each LON-CAPA server requires a unique internal name. We use names
1.5 bisitz 207: such as "msul1" for the first library server. <i>Restriction: One word,
1.1 albertel 208: no hyphens, underscores, or special characters.</i>
209: </dd>
210: <dt>Domain's Primary Library Server ID</dt>
211: <dd>If you are setting up a domain with a single library server, then the domain's primary library server ID will be the LON-CAPA host id of that server (e.g., msul1). Once your domain grows and you need to add more servers, one of the library servers in the domain should be assigned as the domain's primary library server. This will be where domain-wide settings will be stored.<dd>
212: <dt>Host administrator email</dt>
213: <dd>The amount of email sent to this address is relatively minimal. Messages
1.5 bisitz 214: are sent every time the system starts up, or if the system is in
1.1 albertel 215: serious trouble. On a laptop, make this <tt>root@localhost</tt>.
216: </dd>
217: <dt>Support email address</dt>
1.5 bisitz 218: <dd>If you enter an e-mail address here, then users of the system
219: will be able to click an "Ask Helpdesk" link in the system to
1.1 albertel 220: display a web form which they will complete to request support from
1.5 bisitz 221: your institution's helpdesk. On form submission the contents
222: will be sent to the e-mail address you specify.
1.1 albertel 223: </dd>
224: </dl>
225:
226: <h3>Configuring LON-CAPA</h3>
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 '1.3')
232: ./UPDATE
233: </pre>
234: <p>
1.5 bisitz 235: You will need to enter the LON-CAPA configuration information you determined
236: in the previous section.
1.1 albertel 237: </p>
238:
1.5 bisitz 239: <h2>6. <a name="cdc">Creating a Domain Coordinator</a></h2>
1.1 albertel 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"
1.5 bisitz 246: command to change it later. Replace USERNAME and DOMAIN with an
1.1 albertel 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:
1.5 bisitz 255: <h2>7. <a name="sts">Start/Restart Services</a></h2>
1.1 albertel 256: <p>
257: The LON-CAPA network services take a moment to start. Most misconfigurations
258: will be apparent at this step.
259: </p>
260: <pre>
261: /etc/init.d/loncontrol start
262: /etc/init.d/httpd start
263: </pre>
264: <p>
265: If you receive warnings when starting the httpd about missing perl modules,
1.5 bisitz 266: please make sure you followed the instructions in
1.1 albertel 267: <b>Installing LON-CAPA Dependencies</b>. If you still have errors, please
1.4 raeburn 268: contact the MSU LON-CAPA group.
1.1 albertel 269: </p>
1.5 bisitz 270: <h2>8. <a name="log">Log in to your LON-CAPA Machine</a></h2>
1.1 albertel 271: <p>
272: Point a web browser at your new machine and log in as the domain
273: coordinator. Congratulations!
274: </p>
275:
1.5 bisitz 276: <hr />
1.1 albertel 277: <h2>If things aren't working right</h2>
278: <p>
1.5 bisitz 279: If you've followed the steps above and the server doesn't start or you think
1.4 raeburn 280: there's something wrong, please send a <a href="http://help.loncapa.org/help">help request</a> to the MSU LON-CAPA group. If there were errors in installation of the dependency RPMs or errors during the
1.1 albertel 281: automatic setup, please send us as much information as possible.
282: If some part of this document is unclear please let us know.
283: </p>
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