1.6/admin/ServersideInstallationVirtual.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2 <chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xl="http://www.w3.org/1999/xlink">
   3         <title>Installing In Virtualized Linux Environments</title>
   4         <section xml:id="serversideinstallation-virtual">
   5                 <title>Overview</title>
   6                 <para>This section describes the installation of Evergreen software in so-called "virtualized" software environments. Evergreen software currently runs as a native application on any of several well-known x86 (32-bit) and x86-64 (64-bit) <systemitem class="osname">Linux</systemitem> distributions including <systemitem class="osname">Ubuntu</systemitem> and <systemitem class="osname">Debian</systemitem>, but it does not run as a native application on the <systemitem class="osname">Microsoft Windows</systemitem> operating system. However, it is possible to execute Evergreen on a <systemitem class="osname">Windows</systemitem> host system by running it within a virtual Linux-guest installation, which itself executes on the <systemitem class="osname">Windows</systemitem> system. The Linux environment is fully emulated and acts (within limits) just as if it were executing on a real standalone system.</para>
   7                 <para>This technique of emulating a Linux environment on a <systemitem class="osname">Windows</systemitem> host is a practical way to install and run an Evergreen system if it is not possible to dedicate a physical machine solely as a Linux host for Evergreen.
   8 There are some performance limitations to running Evergreen in a virtualized environment, so this architecture is not recommended for large scale systems. However, it is a reasonable architecture for simple experiments, as a proof of concept, or as a conference-room pilot.</para>
   9                 <section>
  10                         <title>Installing Virtualization Software</title>
  11                         <para>As described above, Evergreen is installed on top of an emulated Linux environment. The Linux environment, in turn, is installed on top of a software application such as <application>"VirtualBox"</application>, <application>"VMware"</application> or <application>"VirtualPC"</application> which must first be installed on the <systemitem class="osname">Windows</systemitem> system. This section contains step-by-step examples of installing each of the popular virtualization applications on a <systemitem class="osname">Windows</systemitem> host system. Following this section are further descriptions of installing Linux systems on the virtualization software, then of installing and running Evergreen within those Linux systems.</para>
  12                         <section xml:id="serversideinstallation-virtual-vbox-install">
  13                                 <title>Installing <application>"VirtualBox"</application> Virtualization Software</title>
  14                                 <para>This section reviews the procedure for installing the <application>"VirtualBox"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>. Follow these instructions:</para>
  15                                 <para>Download <application>VirtualBox</application> from their official website: <ulink url="http://download.virtualbox.org/virtualbox/3.2.8/VirtualBox-3.2.8-64453-Win.exe">http://download.virtualbox.org/virtualbox/3.2.8/VirtualBox-3.2.8-64453-Win.exe</ulink>, then run the executable file. Continue with the steps shown in the next five figures until the software has been successfully installed:</para>
  16                                 <figure>
  17                                         <title>Starting the Windows installation file</title>
  18                                         <mediaobject>
  19                                                 <imageobject>
  20                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-1.png" scalefit="1" width="70%"/>
  21                                                 </imageobject>
  22                                         </mediaobject>
  23                                 </figure>
  24                                 <figure>
  25                                         <title>Welcome to <application>VirtualBox</application> setup wizard</title>
  26                                         <mediaobject>
  27                                                 <imageobject>
  28                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-2.png" scalefit="1" width="70%"/>
  29                                                 </imageobject>
  30                                         </mediaobject>
  31                                 </figure>
  32                                 <figure>
  33                                         <title>Accept the license agreement</title>
  34                                         <mediaobject>
  35                                                 <imageobject>
  36                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-3.png" scalefit="1" width="70%"/>
  37                                                 </imageobject>
  38                                         </mediaobject>
  39                                 </figure>
  40                                 <figure>
  41                                         <title>Waiting for files to be copied</title>
  42                                         <mediaobject>
  43                                                 <imageobject>
  44                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-4.png" scalefit="1" width="70%"/>
  45                                                 </imageobject>
  46                                         </mediaobject>
  47                                 </figure>
  48                                 <figure>
  49                                         <title>Installation is complete</title>
  50                                         <mediaobject>
  51                                                 <imageobject>
  52                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-5.png" scalefit="1" width="70%"/>
  53                                                 </imageobject>
  54                                         </mediaobject>
  55                                 </figure>
  56                         </section>
  57                         <section>
  58                                 <title>Installing <application>"VMware"</application> Virtualization Software</title>
  59                                 <para>This section reviews the procedure for installing the <application>"VMware"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.</para>
  60                                 <procedure>
  61                                         <step>
  62                                                 <para>Download <application>VMware</application> from here: <ulink url="">link</ulink>, then run the executable file. Continue with the steps shown in the first ??? figures until the software has been successfully installed:</para>
  63                                                 <figure>
  64                                                         <title>Starting the Windows installation file</title>
  65                                                         <mediaobject>
  66                                                                 <imageobject>
  67                                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-1.png" scalefit="1" width="75%"/>
  68                                                                 </imageobject>
  69                                                         </mediaobject>
  70                                                 </figure>
  71                                         </step>
  72                                         <step>
  73                                                 <para>After successfully installating <application>VMware</application>, start it for the first time and click <guibutton>"New"</guibutton> to begin defining a new virtual machine (VM). You must specify a name and operating system type for the new VM; in this example we decided to install <systemitem class="osname">Debian Lenny</systemitem>. You must set a reasonable memory size (we chose the default value of 384Mb). You must define a name and size for a virtual hard disk (we chose a name, and set the size to 4.0Gb). The next six figures illlustrate the steps in starting <application>VirtualBox</application> and defining the new VM:</para>
  74                                         </step>
  75                                 </procedure>
  76                                 <para>At this point, <application>VirtualBox</application> has been installed, started for the first time, and a new virtual machine (VM) has been created. This VM is the environment in which the Linux / Evergreen installation will execute. Please continue in <xref linkend="serversideinstallation-virtual-install-linux-ev"/> with the installation of the Linux / Evergreen distribution.</para>
  77                                 <indexterm>
  78                                         <primary>ZZZ-REVIEW</primary>
  79                                         <secondary>ADD INFO ON VMWARE</secondary>
  80                                 </indexterm>
  81                                 <caution>ADD INFO ON VMWARE</caution>
  82                         </section>
  83                         <section>
  84                                 <title>Installing <application>"VirtualPC"</application> Virtualization Software</title>
  85                                 <para>This section reviews the procedure for installing the <application>"VirtualPC"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.</para>
  86                                 <procedure>
  87                                         <step>
  88                                                 <para>Download <application>VMware</application> from here: <ulink url="">link</ulink>, then run the executable file. Continue with the steps shown in the first ??? figures until the software has been successfully installed:</para>
  89                                                 <figure>
  90                                                         <title>Starting the Windows installation file</title>
  91                                                         <mediaobject>
  92                                                                 <imageobject>
  93                                                                         <imagedata fileref="../media/serversideinstallation-virtual-vbox-install-1.png" scalefit="1" width="75%"/>
  94                                                                 </imageobject>
  95                                                         </mediaobject>
  96                                                 </figure>
  97                                         </step>
  98                                         <step>
  99                                                 <para>After successfully installating <application>VMware</application>, start it for the first time and click <guibutton>"New"</guibutton> to begin defining a new virtual machine (VM). You must specify a name and operating system type for the new VM; in this example we decided to install <systemitem class="osname">Debian Lenny</systemitem>. You must set a reasonable memory size (we chose the default value of 512Mb). You must define a name and size for a virtual hard disk (we chose a name, and set the size to 4.0Gb). The next six figures illlustrate the steps in starting <application>VirtualBox</application> and defining the new VM:</para>
 100                                         </step>
 101                                 </procedure>
 102                                 <para>At this point, <application>VirtualBox</application> has been installed, started for the first time, and a new virtual machine (VM) has been created. This VM is the environment in which the Linux / Evergreen installation will execute. Please continue in <xref linkend="serversideinstallation-virtual-install-linux-ev"/> with the installation of the Linux / Evergreen distribution.</para>
 103                                 <indexterm>
 104                                         <primary>ZZZ-REVIEW</primary>
 105                                         <secondary>ADD INFO ON VIRTUALPC</secondary>
 106                                 </indexterm>
 107                                 <caution>ADD INFO ON VIRTUALPC</caution>
 108                         </section>
 109                 </section>
 110                 <section xml:id="serversideinstallation-virtual-install-linux-ev">
 111                         <title>Installing Linux / Evergreen on Virtualization Software</title>
 112                         <para>After the virtualization software is installed and running and a new virtual machine (VM) has been created, there are two ways to continue with installing software in this virtualized environment:</para>
 113                         <orderedlist>
 114                                 <listitem>
 115                                         <para>Download a prebuilt software image file containing a working Linux / Evergreen system (see <xref linkend="serversideinstall-virtual-prebuilt"/> for details)</para>
 116                                 </listitem>
 117                                 <listitem>
 118                                         <para>Manually install a Linux guest system, then manually install Evergreen on it (see <xref linkend="serversideinstall-virtual-manual"/> for details)</para>
 119                                 </listitem>
 120                         </orderedlist>
 121                         <para>See the following two sections for a review of each method.</para>
 122                         <section xml:id="serversideinstall-virtual-prebuilt">
 123                                 <title>Download and install a prebuilt software image</title>
 124                                 <para>You can download a prebuilt software image that, when installed in <application>"VirtualBox"</application>, <application>"VMware"</application> or <application>"VirtualPC"</application>, will emulate a Linux guest system containing a running Evergreen distribution. The image is essentially a snapshot of a hard disk from a fully configured, functional Linux system with Evergreen already installed.</para>
 125                                 <para>We recommend this approach if you wish to get Evergreen running quickly with minimal attention to configuration. After reviewing only a few configuration details you can have a working Evergreen system that integrates smoothly with the rest of your network. See <xref linkend="serversideinstall-virtual-versions"/> for a list of prebuilt software images that are currently available to download and execute:</para>
 126                                 <table xml:id="serversideinstall-virtual-versions">
 127                                         <title>Linux / Evergreen Virtual Images</title>
 128                                         <tgroup align="left" cols="4" colsep="1" rowsep="1">
 129                                                 <thead>
 130                                                         <row>
 131                                                                 <entry>Linux Version</entry>
 132                                                                 <entry>Evergreen Version</entry>
 133                                                                 <entry>OpenSRF Version</entry>
 134                                                                 <entry>VirtualBox Image</entry>
 135                                                         </row>
 136                                                 </thead>
 137                                                 <tbody>
 138                                                         <row>
 139                                                                 <entry>Debin lenny (5.0)</entry>
 140                                                                 <entry>1.6.0.1</entry>
 141                                                                 <entry>1.4.x</entry>
 142                                                                 <entry>
 143                                                                         <ulink url="http://www.open-ils.org/~denials/Evergreen1601_DebianLenny.zip"> download </ulink>
 144                                                                 </entry>
 145                                                         </row>
 146                                                 </tbody>
 147                                         </tgroup>
 148                                 </table>
 149                                 <indexterm>
 150                                         <primary>ZZZ-REVIEW</primary>
 151                                         <secondary>ADD LIST OF OTHER PREBUILT IMAGES</secondary>
 152                                 </indexterm>
 153                                 <caution>ADD LIST OF OTHER PREBUILT IMAGES</caution>
 154                                 <para>After successfully installing <application>VirtualBox</application> (see <xref linkend="serversideinstallation-virtual-vbox-install"/> for details), continue with the following procedure. Refer to the accompanying figures for further information:</para>
 155                                 <procedure>
 156                                         <step>Start VirtualBox for the first time and select <menuchoice><guimenu>File</guimenu><guimenuitem>VirtualBox Media Manager</guimenuitem><guimenuitem>Add</guimenuitem></menuchoice> to locate the prebuilt software image just downloaded (the example shows it was extracted from the original <literal>.ZIP</literal> file into a temporary directory <literal>C:\temp</literal>). See <xref linkend="serversideinstallation-virtual-vm-install-2"/> for details.</step>
 157                                         <step>After selecting the file, click <guibutton>Open</guibutton> to import it (see <xref linkend="serversideinstallation-virtual-vm-install-3"/> for details).</step>
 158                                         <step>Then click <guibutton>OK</guibutton> to save the selection and return to the VirtualBox Media Manager (see <xref linkend="serversideinstallation-virtual-vm-install-4"/> for details).</step>
 159                                         <step>Click <guibutton>New</guibutton> to start the "Virtual Machine Wizard", then <guibutton>Next</guibutton> to continue and create a new virtual machine (VM) <xref linkend="serversideinstallation-virtual-vm-install-5"/>).</step>
 160                                         <step>Create a new name for the VM and set the operating system type, then click <guibutton>Next</guibutton> (see <xref linkend="serversideinstallation-virtual-vm-install-6"/>).</step>
 161                                         <step>Set the memory size (we chose the default value of 384Mb), then click <guibutton>Next</guibutton> (see <xref linkend="serversideinstallation-virtual-vm-install-7"/>).</step>
 162                                         <step>Edit the Virtual Hard Disk configuration settings; click the radio boxes "Boot Hard Disk" and "Use existing hard disk" and ensure that the disk name "Evergreen1601_DebianLenny.vmdk" is selected. Click <guibutton>Finish</guibutton> to finish the setup (see <xref linkend="serversideinstallation-virtual-vm-install-8"/>).</step>
 163                                         <step>Return to VirtualBox and see the summary of the VM just created. Click <guibutton>Start</guibutton> to boot the new VM (see <xref linkend="serversideinstallation-virtual-vm-install-9"/>).</step>
 164                                         <step>See the start of the Linux boot sequence. Choose "Debian Gnu/Linux, kernel 2.6.26-2-686" from the startup menu and type <guibutton>Enter</guibutton> to start Linux and Evergreen (see <xref linkend="serversideinstallation-virtual-vm-install-11"/>). After some delay you should see the command line prompt: <literal>debian-lenny login:</literal>  .  Log in with username <literal>root</literal> and password <literal>evergreen</literal> to continue (see <xref linkend="serversideinstallation-virtual-vm-install-14"/>).</step>
 165                                 </procedure>
 166                                 <para>At this point, you have a running Linux / Evergreen system. If you need to modify the Evergren configuration in any way, first review the standard Evergreen installation instructions in <xref linkend="serversideinstallation-ubuntudebian"/>.</para>
 167                                 <figure xml:id="serversideinstallation-virtual-vm-install-2">
 168                                         <title>Starting <application>VirtualBox</application> for the first time</title>
 169                                         <mediaobject>
 170                                                 <imageobject>
 171                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-2.png" scalefit="1" width="70%"/>
 172                                                 </imageobject>
 173                                         </mediaobject>
 174                                 </figure>
 175                                 <figure xml:id="serversideinstallation-virtual-vm-install-3">
 176                                         <title>Selecting the software image in "Virtual Media Manager"</title>
 177                                         <mediaobject>
 178                                                 <imageobject>
 179                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-3.png" scalefit="1" width="70%"/>
 180                                                 </imageobject>
 181                                         </mediaobject>
 182                                 </figure>
 183                                 <figure xml:id="serversideinstallation-virtual-vm-install-4">
 184                                         <title>New software image added to <application>VirtualBox</application></title>
 185                                         <mediaobject>
 186                                                 <imageobject>
 187                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-4.png" scalefit="1" width="75%"/>
 188                                                 </imageobject>
 189                                         </mediaobject>
 190                                 </figure>
 191                                 <figure xml:id="serversideinstallation-virtual-vm-install-5">
 192                                         <title>Creating a new VM</title>
 193                                         <mediaobject>
 194                                                 <imageobject>
 195                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-5.png" scalefit="1" width="75%"/>
 196                                                 </imageobject>
 197                                         </mediaobject>
 198                                 </figure>
 199                                 <figure xml:id="serversideinstallation-virtual-vm-install-6">
 200                                         <title>Setting the VM name and OS type</title>
 201                                         <mediaobject>
 202                                                 <imageobject>
 203                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-6.png" scalefit="1" width="75%"/>
 204                                                 </imageobject>
 205                                         </mediaobject>
 206                                 </figure>
 207                                 <figure xml:id="serversideinstallation-virtual-vm-install-7">
 208                                         <title>Setting memory size</title>
 209                                         <mediaobject>
 210                                                 <imageobject>
 211                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-7.png" scalefit="1" width="75%"/>
 212                                                 </imageobject>
 213                                         </mediaobject>
 214                                 </figure>
 215                                 <figure xml:id="serversideinstallation-virtual-vm-install-8">
 216                                         <title>Setting up the Virtual Hard Disk</title>
 217                                         <mediaobject>
 218                                                 <imageobject>
 219                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-8.png" scalefit="1" width="75%"/>
 220                                                 </imageobject>
 221                                         </mediaobject>
 222                                 </figure>
 223                                 <figure xml:id="serversideinstallation-virtual-vm-install-9">
 224                                         <title>Finishing definiton of new VM</title>
 225                                         <mediaobject>
 226                                                 <imageobject>
 227                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-9.png" scalefit="1" width="75%"/>
 228                                                 </imageobject>
 229                                         </mediaobject>
 230                                 </figure>
 231                                 <figure xml:id="serversideinstallation-virtual-vm-install-10">
 232                                         <title>Summary of the new VM</title>
 233                                         <mediaobject>
 234                                                 <imageobject>
 235                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-10.png" scalefit="1" width="75%"/>
 236                                                 </imageobject>
 237                                         </mediaobject>
 238                                 </figure>
 239                                 <figure xml:id="serversideinstallation-virtual-vm-install-11">
 240                                         <title>Selecting VM from startup menu</title>
 241                                         <mediaobject>
 242                                                 <imageobject>
 243                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-11.png" scalefit="1" width="75%"/>
 244                                                 </imageobject>
 245                                         </mediaobject>
 246                                 </figure>
 247                                 <figure xml:id="serversideinstallation-virtual-vm-install-12">
 248                                         <title>Starting the new VM</title>
 249                                         <mediaobject>
 250                                                 <imageobject>
 251                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-12.png" scalefit="1" width="75%"/>
 252                                                 </imageobject>
 253                                         </mediaobject>
 254                                 </figure>
 255                                 <figure xml:id="serversideinstallation-virtual-vm-install-13">
 256                                         <title>Starting the new VM (continued)</title>
 257                                         <mediaobject>
 258                                                 <imageobject>
 259                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-13.png" scalefit="1" width="75%"/>
 260                                                 </imageobject>
 261                                         </mediaobject>
 262                                 </figure>
 263                                 <figure xml:id="serversideinstallation-virtual-vm-install-14">
 264                                         <title>Logging in to the new VM</title>
 265                                         <mediaobject>
 266                                                 <imageobject>
 267                                                         <imagedata fileref="../media/serversideinstallation-virtual-vm-install-14.png" scalefit="1" width="75%"/>
 268                                                 </imageobject>
 269                                         </mediaobject>
 270                                 </figure>
 271                         </section>
 272                         <section xml:id="serversideinstall-virtual-manual">
 273                                 <title>Manually install Linux and Evergreen</title>
 274                                 <para>Manually install a Linux guest system, then manually install Evergreen.</para>
 275                                 <para>We recommend this approach if you need to configure the Linux system in any special way, or if you require Evergreen to target some specific chores. This will require a detailed review of both Linux and Evergreen configuration details. You are essentially doing a normal Evergreen installation on a Linux system; it just happens that Linux is running within a virtualized environment. Refer to <xref linkend="serversideinstallation-ubuntudebian"/> for information on the normal Evergreen installation, then continue with this section.</para>
 276                                 <para>In this example, we assume that the application <application>"VirtualBox"</application> has already been installed and started:</para>
 277                                 <procedure>
 278                                         <step>
 279                                                 <para>A standard <systemitem class="osname">Ubuntu</systemitem> distribution, the so-called "Guest" operating system, is installed in the running <application>"VirtualBox"</application> environment.</para>
 280                                                 <indexterm>
 281                                                         <primary>ZZZ-REVIEW</primary>
 282                                                         <secondary>ADD DETAILS ON MANUAL INSTALLATION OF LINUX</secondary>
 283                                                 </indexterm>
 284                                                 <caution>ADD DETAILS ON MANUAL INSTALLATION OF LINUX</caution>
 285                                         </step>
 286                                         <step>
 287                                                 <para>The <systemitem class="osname">Ubuntu</systemitem> distribution is started ("booted") just as if it existed on a real, physical system.</para>
 288                                                 <indexterm>
 289                                                         <primary>ZZZ-REVIEW</primary>
 290                                                         <secondary>ADD DETAILS ON MANUAL INSTALLATION OF VM LINUX BOOT SEQUENCE</secondary>
 291                                                 </indexterm>
 292                                                 <caution>ADD DETAILS ON MANUAL INSTALLATION OF VM LINUX BOOT SEQUENCE</caution>
 293                                         </step>
 294                                         <step>
 295                                                 <para>Evergreen is installed on the running <systemitem class="osname">Ubuntu</systemitem> distribution, just as if installing on a standalone system.</para>
 296                                                 <indexterm>
 297                                                         <primary>ZZZ-REVIEW</primary>
 298                                                         <secondary>ADD DETAILS ON MANUAL INSTALLATION OF EVERGREEN</secondary>
 299                                                 </indexterm>
 300                                                 <caution>ADD DETAILS ON MANUAL INSTALLATION OF EVERGREEN</caution>
 301                                         </step>
 302                                 </procedure>
 303                                 <para>At this point, the <systemitem class="osname">Windows</systemitem> system is hosting an <systemitem class="osname">Ubuntu</systemitem> system, which itself is hosting the Evergreen distribution. So far as Evergreen is concerned, it is happily executing in a standard <systemitem class="osname">Ubuntu</systemitem> environment and behaves exactly as if it were executing on a standalone <systemitem class="osname">Ubuntu</systemitem> system.</para>
 304                                 <para>Of course, there are limitations to how well a virtualized <systemitem class="osname">Ubuntu</systemitem> system emulates a real one. The <application>"VirtualBox"</application> application itself consumes memory, and it contributes to the CPU load on the <systemitem class="osname">Windows</systemitem> host system. The emulated <systemitem class="osname">Ubuntu</systemitem> system will have less available memory and will execute more slowly than if it were a standalone system, therefore Evergreen itself will inherit some limitations from this overall environment.</para>
 305                                 <para>However, this technique of using a <systemitem class="osname">Windows</systemitem> host to emulate a Linux environment is a practical way to install and run an Evergreen system even if it isn't possible to dedicate a real machine solely as a Linux host for testing. This is a reasonable architecture for simple experiments, or as a proof of concept, or as a conference-room pilot.</para>
 306                         </section>
 307                 </section>
 308         </section>
 309         <index/>
 310 </chapter>