NTER Installation Instructions 1. Overview The following instructions describe how to completely build out an entire NTER software stack onto a single server virtual machine running TurnKey Core/Ubuntu Server 10.04 on VMWare Fusion 3.1. Although VMWare Fusion is the Mac OS X-specific version of VMWare, the instructions should be same, if not, then very similar to installing on VMWare Workstation on Windows. Of course, it is also possible to install TurnKey Core on other virtual machine technologies such as VirtualBox or Xen if needed, but these instructions will not address those. In order to correctly configure the virtual machine, especially with regards to single sign-on and Shibboleth, it's best to use a real domain name if possible. Since the NTER project recently acquired the nterlearning.org domain name, it is recommended that NTER developers will simply use their first initial and last name as a sub-domain (i.e. kwingerden.nterlearning.org). 2. Creating a VMWare Virtual Machine 1. The first thing you need is the latest version of the TurnKey Core Linux ISO. You can download it from here. 2. In VMWare Fusions, create a new virtual machine: File → New 3. On the Create New Virtual Machine panel, select the “Use operating system installation disc image file” option. 4. In the Finder, choose the TurnKey Core ISO file (i.e. turnkey-core-11.1-lucid-x86.iso) downloaded in step 1 and then press the “Choose” button followed by the “Continue” button. 5. On the Choose Operating System panel, select “Linux” for the “Operating System”, select “Ubuntu” for the “Version” (note: do not choose the 64-bit version), and press the “Continue” button. 6. On the Finish panel, press the “Customize Settings” button. 7. In the Save As dialog, specify the virtual machine directory and file name and then press the "Save" button. (Tip: use the domain name for the file name of the VM. For example, kwingerden.nterlearning.org). 8. Update VM settings 8.1. On the Settings screen under the System Settings panel: a) Disable “Sharing” b) Leave “Applications” disabled c) Leave “Processors & RAM” set to the defaults. However, if you have the resources, then for the best results use 2+ CPUs and 2048+ MBs of RAM. d) Leave “Display” disabled e) Leave “Printers” disabled. If not disabled, then remove “Printers” • Press the “Printers” button • Uncheck the “Enabled” check box • Return to the main screen by pressing the “Show All” button f) Leave “Auto Protect” disabled g) Leave the “Advanced” options set to the defaults 8.2. On the Settings screen under the Removable Devices panel a) Update the “Network” settings • Press the "Network" button • Leave the "Connected" check box selected • Leave the "Share the Mac's network connection (NAT)" selected • Expand the “Advanced” options label and press the "Generate" button to generate a MAC address. Note the MAC address for future reference. b) Leave the “Hard Disks” set to the defaults c) Leave "CDs & DVDs" set to the defaults d) Update the “Sound” settings • Press the "Sound" button • Press the "Remove Sound Device" button • In the popup dialog, press the "Remove" button to confirm removal • Press the "Show All" button to return to the main screen e) Update the USB settings • Press the "USB Devices" button • Press the "Remove USB Controller" button • In the popup dialog, press the "Remove" button to confirm removal • Press the "Show All" button to return to the main screen f) Update the other devices • Press the "Other Devices" button • Select the "Serial Port - For printer data" list item • Press the "-" (minus) button to remove the serial port • In the popup dialog, press the "Remove" button to confirm removal • Press the "Show All" button to return to the main screen 8.3. Close the Settings screen 3. IP Address Configuration Although we'll be configuring Ubuntu to use DHCP for automatic network configuration, we can configure VMWare's embedded DHCP server to always allocate the same IP address based on the VM's MAC address. To do this, you will need to perform the following steps: 1. In a terminal, edit the VMWare DHCP configuration file with the following command: sudo vi "/Library/Application Support/VMware Fusion/vmnet8/dhcpd.conf" 2. Towards the top of the dhcpd.conf you will see a block of configuration that looks like the following: subnet 172.16.212.0 netmask 255.255.255.0 { range 172.16.212.128 172.16.212.254; option broadcast-address 172.16.212.255; option domain-name-servers 172.16.212.2; option domain-name localdomain; default-lease-time 1800; # default is 30 minutes max-lease-time 7200; # default is 2 hours option routers 172.16.212.2; } 3. Note the subnet and IP address range (in bold). Choose an IP address that is outside of the range, but within the subnet. For example, 172.16.212.100. 4. Append the following to the end of the file using your chosen domain name for the host, the MAC address, and the chosen IP address: host kwingerden.nterlearning.org { hardware ethernet 00:50:56:26:83:90; fixed-address 172.16.212.100; } 5. In order for the new settings to affect, the VMWare DHCP server needs to be restarted with the following command: sudo "/Library/Application Support/VMware Fusion/boot.sh" --restart 4. Domain Name Configuration Since the NTER project has obtained the nterlearning.org domain name, sub-domains can be assigned to each developer. With the chosen IP address from step 3.3, coordinate with the nterlearning.org DNS administrators to have a new sub-domain created and associated with the IP address. If obtaining a real nterlearning.org sub-domain is not an option, then you can simply add an entry, like the following, to your system's hosts file: kwingerden.nterlearning.org 172.16.212.100 To updated the hosts file on a Mac refer to this article. For Windows, refer to this article. 5. Install TurnKey Linux 1. In the VMWare Virtual Machine Library window, select the VM that was just created and press the ">" (start) button to launch the VM 2. When the VM starts, click anywhere within the VM window to grab input focus 3. On the TurnKey Linux startup screen, make sure that "Install to hard disk" is highlighted and press the Enter/Return key 4. For the “Partioning method”: 4.1. Use directional arrow keys to select "Guided - use entire disk" 4.2. Press the Tab key until "Ok" is highlighted 4.3. Press the Enter/Return key 5. For "Write changes to disks?": 5.1. Using directional arrow keys, select "Yes" 5.2. Press the Enter/Return key 6. For "Install the GRUB boot loader tot he master boot record?": 6.1. Using directional arrow keys, select "Yes" 6.2. Press the Enter/Return key 7. For "Would you like to restart now?": 7.1. Using directional arrow keys, select "Yes" 7.2. Press the Enter/Return key 8. On "Root Password" screen 8.1. Enter the password for the root account. If this is a non-public or personal development system, then just use a simple password like "password". 8.2. Press the Tab key to highlight the "OK" button 8.3. Press Enter/Return 9. On "Confirm password" screen 9.1. Enter the password specified for step 8.1 again 9.2. Press the Tab key to highlight the "OK" button 9.3. Press Enter/Return 10. On the "Link TKLBAM to the TurnKey Hub" screen 10.1. Press the Tab key until the "Skip" button is highlighted 10.2. Press Enter/Return 11. On the "Security updates" screen 11.1. Press the Tab key until the "Install" button is highlighted 11.2. Press Enter/Return 11.3. Updates will be downloaded and applied. This may take a while. 11.4. Once the updates have been applied, the "TurnKey Linux Configuration Console" will be displayed in the terminal. This screen displays the assigned IP address along with the name of the server. Make sure that the displayed IP address is the same as the IP address chosen for step 3.3. 6. Initial System Configuration 1. Secure shell as the root user into the VM with your nterlearning.org domain name: ssh [email protected] 2. You will be prompted for the root password. Enter the password chosen during step 8.1. Note that if this is the first time you have secure shelled into this VM, you will also be prompted as to whether or not you would like to connect (responses in bold): The authenticity of host 'kwingerden.nterlearning.org (172.16.212.100)' can't be established. RSA key fingerprint is 1c:ba:23:65:c2:0e:c3:8a:65:dd:d0:9c:fc:fb:e9:bc. Are you sure you want to continue connecting (yes/no)? yes Warning: Permanently added 'kwingerden.nterlearning.org,172.16.212.100' (RSA) to the list of known hosts. [email protected]'s password: password 3. Install some pre-requisite software: root@core ~# apt-get install -y aptitude sudo python-software-properties 4. Create the nter user: root@core ~# adduser nter Adding user `nter' ... Adding new group `nter' (1001) ... Adding new user `nter' (1000) with group `nter' ... The home directory `/home/nter' already exists. Not copying from `/etc/skel'. Enter new UNIX password: password Retype new UNIX password: password passwd: password updated successfully Changing the user information for nter Enter the new value, or press ENTER for the default Full Name []: <return> Room Number []: <return> Work Phone []: <return> Home Phone []: <return> Other []: <return> Is the information correct? [Y/n] Y 5.