Annotation of doc/build/centos5_install.frag, revision 1.3
1.1 raeburn 1: <h1>Installing LON-CAPA on a minimal CentOS Linux 5 System</h1>
2: <p>
3: This document guides you through the process of setting up a new LON-CAPA
4: server running CentOS Linux 5 with a minimum of packages installed.
5: The computer will be configured solely as a LON-CAPA server and will be
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>
9: More information is available at
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
17: some routine Unix commands. Familiarity with the Apache web server, mod_perl,
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>
1.2 bisitz 26: <li><a href="#obt">Obtain CentOS Linux 5 installation CDs</a></li>
27: <li><a href="#net">Determine Network Settings</a></li>
28: <li><a href="#lin">Install CentOS 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 raeburn 34: </ol>
35:
1.2 bisitz 36: <hr />
37: <h2>1. <a name="obt">Obtain CentOS Linux 5 CDs</a></h2>
1.1 raeburn 38: <p>
39: CentOS isos can be obtained from links included on the <a href="http://mirror.centos.org/centos/5/isos/">CentOS download page</a><br />
40: For the minimal install on 32-bit architecture you will need only the first CD.
41: For the minimal install on 64-bit architecture you will need CDs 1, 2, and 4.
42:
1.2 bisitz 43: </p>
1.1 raeburn 44:
1.2 bisitz 45: <h2>2. <a name="net">Determine Network Settings</a></h2>
1.1 raeburn 46: <p>
1.2 bisitz 47: You will need to know the following network settings for your installation.
1.1 raeburn 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:
1.2 bisitz 59: <h2>3. <a name="lin">Minimal CentOS Linux 5 Install</a></h2>
1.1 raeburn 60: <p>
61: Installing CentOS Linux is quite easy, particularly if you've installed any of the Red Hat, Fedora or CentOS Linux distributions before.
62: Documentation is available from
63: <a href="http://wiki.centos.org/">http://wiki.centos.org/</a>
1.2 bisitz 64: Most of the installation screens are self explanatory.
1.1 raeburn 65: There are a few steps that require comment and are dealt with below.
66: </p>
67: <dl style="list-style:square outside none">
68: <dt>Installation Language</dt>
69: <dd>Use English as your installation language.</dd>
70: <dt>Installation Type</dt>
71: <dd>If this is a fresh install choose "Install CentOS 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>
72:
73: <dt>Partitioning your Drive</dt>
74: <dd>For a fresh install may want to use the automatic partitioning feature of the installer,
75: however you should review the results and be prepared to modify them. If you want to customize partitioning use "Create Custom Layout".
76: LON-CAPA resource files are stored in the /home directory, so the
77: majority of the disk space should be allocated here. If you have 20 GB
78: of space for CentOS, /home should receive at least 10 to 12 gigs.
79: Since MySQL uses the /var filesystem to store its databases you should
80: have at least 4 gigs of space available on /var. Be sure to
81: include adequate swap space. A minimum is 512 Megs, but you should
82: typically have 1 or 2x as much swap space as you do physical RAM.</dd>
83:
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>Software</dt>
89: <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>
90: </dl>
91: <p>
92:
93: Finish installing your server, reboot it, and log in as root. The
94: 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
95: <pre>
96: setup
97: </pre>
98: This should tool be used to configure the Firewall and SELinux.
99:
100: <dt>Firewall Configuration</dt>
101:
102: <dd>Select Security Level: Enabled, and Customize, to allow
103: incoming: SSH (remote login), WWW (HTTP) and secure WWW
1.3 ! raeburn 104: (HTTPS). (LON-CAPA also uses port 5663; the
! 105: loncontrol startup script should open and close that port
! 106: itself, but if that does not occur you may wish to open port 5663 for inbound and outbound tcp traffic).
1.1 raeburn 107: </dd>
1.2 bisitz 108: <dd> Set SELinux to Disabled.</dd>
1.1 raeburn 109: <dd> Select OK, and then Quit</dd>
110: </p>
111:
1.2 bisitz 112: <h2>4. <a name="upd">Update your system</a></h2>
1.1 raeburn 113: <p>
114: Update your system to the latest versions of the system software using yum.
115: </p>
116: <pre>
117: yum update
118: </pre>
119: <p>
120: Reboot your system before continuing with the installation.
121: </p>
122: <p>
123: Retrieve the rhel5_loncapa_yum file from the LON-CAPA install site:
124: </p>
125: <pre>
126: wget http://install.loncapa.org/versions/centos/5/centos5_loncapa_yum.conf
127: </pre>
128: <p>
129: Install the centos5_loncapa_yum.conf
130: </p>
131: <p>
132: <pre>
133: mv /etc/yum.conf /etc/yum.conf.backup
134: cp centos5_loncapa_yum.conf /etc/yum.conf
135: yum update
136: </pre>
137: </p>
1.2 bisitz 138: <h2>5. <a name="ilc">Installing LON-CAPA</a></h2>
1.3 ! raeburn 139: <h3>Import the LON-CAPA encryption key</h3>
! 140: <pre>rpm --import http://install.loncapa.org/versions/centos/RPM-GPG-KEY-loncapa</pre>
1.1 raeburn 141: <h3>Install prerequisites</h3>
142: <p> Execute: </p>
143: <pre>
144: yum install 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/centos/5/centos5_install.tar
154: </pre>
155: <p>
156: Extract the archive with the following command:
157: </p>
158: <pre>
159: tar xf centos5_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.<br />
171: You can safely ignore the following warnings from gcc 4 when compiling pwauth:<br />
172: <tt>
173: pwauth.c: In function ‘lastlog’:
174: <ul>
175: <li>pwauth.c:541: warning: incompatible implicit declaration of built-in function ‘strncpy’</li>
176: <li>pwauth.c:543: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
177: </ul>
178: pwauth.c: In function ‘main’:
179: <ul>
180: <li>pwauth.c:692: warning: incompatible implicit declaration of built-in function ‘strlen’</li>
181: </ul>
182: </tt>
183:
184: </p>
185:
186: <h3>Determine LON-CAPA Settings</h3>
187: <p>
188: LON-CAPA requires a number of identifying parameters to be set in order
189: for it to function at all. Below is a list with descriptions.
190: </p>
191: <dl>
192: <dt>Host Type (library or access)</dt>
193: <dd>The server must be designated a 'library' or an 'access' server. In
194: general you should have a library server for your instructors to create
195: their course content on and run their courses. Students should connect
196: to access servers. If you are doing the first install of LON-CAPA at
197: your site, or if you are playing with it for your own edification you
198: should make your machine a 'library' server.</dd>
199: <dt>LON-CAPA domain</dt>
200: <dd>Each site or school which installs LON-CAPA needs its own domain.
201: Here at MSU we use 'msu'. You should choose something short but
202: meaningful. <i>Restriction: One word, no hyphens, underscores, or
203: special characters.</i><br />Domain names which include a departmental
204: abbreviation are not recommended as although LON-CAPA may start in
205: a single department, other departments frequently join subsequently.
206: For a domain name: 'msu' is a superior choice to 'msuphys' for example.
207: </dd>
208: <dt>LON-CAPA host id</dt>
209: <dd>Each LON-CAPA server requires a unique internal name. We use names
210: such as "msul1" for the first library server. <i>Restriction: One word,
211: no hyphens, underscores, or special characters.</i>
212: </dd>
213: <dt>Domain's Primary Library Server ID</dt>
214: <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>
215: <dt>Host administrator email</dt>
216: <dd>The amount of email sent to this address is relatively minimal. Messages
217: are sent every time the system starts up, or if the system is in
218: serious trouble. On a laptop, make this <tt>root@localhost</tt>.
219: </dd>
220: <dt>Support email address</dt>
221: <dd>If you enter an e-mail address here, then users of the system
222: will be able to click an "Ask Helpdesk" link in the system to
223: display a web form which they will complete to request support from
224: your institution's helpdesk. On form submission the contents
225: will be sent to the e-mail address you specify.
226: </dd>
227: </dl>
228:
229: <h3>Configuring LON-CAPA</h3>
230: <p>
231: To configure and install LON-CAPA, execute the following commands:
232: </p>
233: <pre>
234: cd /root/loncapa-N.N (N.N should correspond to a version number like '1.3')
235: ./UPDATE
236: </pre>
237: <p>
238: You will need to enter the LON-CAPA configuration information you determined
1.2 bisitz 239: in the previous section.
1.1 raeburn 240: </p>
241:
1.2 bisitz 242: <h2>6. <a name="cdc">Creating a Domain Coordinator</a></h2>
1.1 raeburn 243: <p>
244: You will need at least one user at your site who has the role of
245: 'domain coordinator'. This user creates accounts for other users and
246: grants them additional privileges. The make_domain_coordinator.pl script
247: invoked below requires that you enter the users password. The password will
248: show in plaintext as you type it. Feel free to use the "passwd username"
249: command to change it later. Replace USERNAME and DOMAIN with an
250: appropriate user name and your domain.
251: </p>
252: <pre>
253: cd /root/loncapa-N.N/loncom/build
254: perl make_domain_coordinator.pl USERNAME DOMAIN
255: (WILL PROMPT FOR PASSWORD HERE)
256: </pre>
257:
1.2 bisitz 258: <h2>7. <a name="sts">Start/Restart Services</a></h2>
1.1 raeburn 259: <p>
260: The LON-CAPA network services take a moment to start. Most misconfigurations
261: will be apparent at this step.
262: </p>
263: <pre>
264: /etc/init.d/loncontrol start
265: /etc/init.d/httpd start
266: </pre>
267: <p>
268: If you receive warnings when starting the httpd about missing perl modules,
269: please make sure you followed the instructions in
270: <b>Installing LON-CAPA Dependencies</b>. If you still have errors, please
271: contact the MSU LON-CAPA group.
272: </p>
1.2 bisitz 273:
274: <h2>8. <a name="log">Log in to your LON-CAPA Machine</a></h2>
1.1 raeburn 275: <p>
276: Point a web browser at your new machine and log in as the domain
277: coordinator. Congratulations!
278: </p>
279:
1.2 bisitz 280: <hr />
1.1 raeburn 281: <h2>If things aren't working right</h2>
282: <p>
283: If you've followed the steps above and the server doesn't start or you think
284: 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
285: automatic setup, please send us as much information as possible.
286: If some part of this document is unclear please let us know.
287: </p>
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