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 (with some 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, this 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>The Linux environment is controlled by one of several popular virtualization software applications 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>
  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>.</para>
  15                                 <procedure>
  16                                         <step>
  17                                                 <para>Download <application>VirtualBox</application> from here: <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 first five figures until the software has been successfully installed:</para>
  18                                                 <figure>
  19                                                         <title>Starting the Windows installation file</title>
  20                                                         <mediaobject>
  21                                                                 <imageobject>
  22                                                                         <imagedata fileref="../media/serversideinstallation-virtual-1.png" scalefit="1" width="70%"/>
  23                                                                 </imageobject>
  24                                                         </mediaobject>
  25                                                 </figure>
  26                                                 <figure>
  27                                                         <title>Welcome to <application>VirtualBox</application> setup wizard</title>
  28                                                         <mediaobject>
  29                                                                 <imageobject>
  30                                                                         <imagedata fileref="../media/serversideinstallation-virtual-2.png" scalefit="1" width="70%"/>
  31                                                                 </imageobject>
  32                                                         </mediaobject>
  33                                                 </figure>
  34                                                 <figure>
  35                                                         <title>Accept the license agreement</title>
  36                                                         <mediaobject>
  37                                                                 <imageobject>
  38                                                                         <imagedata fileref="../media/serversideinstallation-virtual-3.png" scalefit="1" width="70%"/>
  39                                                                 </imageobject>
  40                                                         </mediaobject>
  41                                                 </figure>
  42                                                 <figure>
  43                                                         <title>Waiting for files to be copied</title>
  44                                                         <mediaobject>
  45                                                                 <imageobject>
  46                                                                         <imagedata fileref="../media/serversideinstallation-virtual-6.png" scalefit="1" width="70%"/>
  47                                                                 </imageobject>
  48                                                         </mediaobject>
  49                                                 </figure>
  50                                                 <figure>
  51                                                         <title>Installation is complete</title>
  52                                                         <mediaobject>
  53                                                                 <imageobject>
  54                                                                         <imagedata fileref="../media/serversideinstallation-virtual-7.png" scalefit="1" width="70%"/>
  55                                                                 </imageobject>
  56                                                         </mediaobject>
  57                                                 </figure>
  58                                         </step>
  59                                         <step>
  60                                                 <para>After successfully installating <application>VirtualBox</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>
  61                                                 <figure>
  62                                                         <title>Starting <application>VirtualBox</application> for the first time</title>
  63                                                         <mediaobject>
  64                                                                 <imageobject>
  65                                                                         <imagedata fileref="../media/serversideinstallation-virtual-8.png" scalefit="1" width="60%"/>
  66                                                                 </imageobject>
  67                                                         </mediaobject>
  68                                                 </figure>
  69                                                 <figure>
  70                                                         <title>Setting VM name and OS type</title>
  71                                                         <mediaobject>
  72                                                                 <imageobject>
  73                                                                         <imagedata fileref="../media/serversideinstallation-virtual-10.png" scalefit="1" width="70%"/>
  74                                                                 </imageobject>
  75                                                         </mediaobject>
  76                                                 </figure>
  77                                                 <figure>
  78                                                         <title>Setting memory size</title>
  79                                                         <mediaobject>
  80                                                                 <imageobject>
  81                                                                         <imagedata fileref="../media/serversideinstallation-virtual-11.png" scalefit="1" width="70%"/>
  82                                                                 </imageobject>
  83                                                         </mediaobject>
  84                                                 </figure>
  85                                                 <figure>
  86                                                         <title>Setting disk type</title>
  87                                                         <mediaobject>
  88                                                                 <imageobject>
  89                                                                         <imagedata fileref="../media/serversideinstallation-virtual-12.png" scalefit="1" width="70%"/>
  90                                                                 </imageobject>
  91                                                         </mediaobject>
  92                                                 </figure>
  93                                                 <figure>
  94                                                         <title>Setting disk size</title>
  95                                                         <mediaobject>
  96                                                                 <imageobject>
  97                                                                         <imagedata fileref="../media/serversideinstallation-virtual-15.png" scalefit="1" width="70%"/>
  98                                                                 </imageobject>
  99                                                         </mediaobject>
 100                                                 </figure>
 101                                                 <figure>
 102                                                         <title>Finished defining the VM</title>
 103                                                         <mediaobject>
 104                                                                 <imageobject>
 105                                                                         <imagedata fileref="../media/serversideinstallation-virtual-18.png" scalefit="1" width="70%"/>
 106                                                                 </imageobject>
 107                                                         </mediaobject>
 108                                                 </figure>
 109                                         </step>
 110                                 </procedure>
 111                                 <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>
 112                         </section>
 113                         <section>
 114                                 <title>Installing <application>"VMware"</application> Virtualization Software</title>
 115                                 <para>This section reviews the procedure for installing the <application>"VMware"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.</para>
 116                                 <procedure>
 117                                         <step>
 118                                                 <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>
 119                                                 <figure>
 120                                                         <title>Starting the Windows installation file</title>
 121                                                         <mediaobject>
 122                                                                 <imageobject>
 123                                                                         <imagedata fileref="../media/serversideinstallation-virtual-1.png" scalefit="1" width="70%"/>
 124                                                                 </imageobject>
 125                                                         </mediaobject>
 126                                                 </figure>
 127                                         </step>
 128                                         <step>
 129                                                 <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>
 130                                         </step>
 131                                 </procedure>
 132                                 <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>
 133                                 <indexterm>
 134                                         <primary>ZZZ-REVIEW</primary>
 135                                         <secondary>ADD INFO ON VMWARE</secondary>
 136                                 </indexterm>
 137                                 <caution>ADD INFO ON VMWARE</caution>
 138                         </section>
 139                         <section>
 140                                 <title>Installing <application>"VirtualPC"</application> Virtualization Software</title>
 141                                 <para>This section reviews the procedure for installing the <application>"VirtualPC"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.</para>
 142                                 <procedure>
 143                                         <step>
 144                                                 <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>
 145                                                 <figure>
 146                                                         <title>Starting the Windows installation file</title>
 147                                                         <mediaobject>
 148                                                                 <imageobject>
 149                                                                         <imagedata fileref="../media/serversideinstallation-virtual-1.png" scalefit="1" width="70%"/>
 150                                                                 </imageobject>
 151                                                         </mediaobject>
 152                                                 </figure>
 153                                         </step>
 154                                         <step>
 155                                                 <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>
 156                                         </step>
 157                                 </procedure>
 158                                 <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>
 159                                 <indexterm>
 160                                         <primary>ZZZ-REVIEW</primary>
 161                                         <secondary>ADD INFO ON VIRTUALPC</secondary>
 162                                 </indexterm>
 163                                 <caution>ADD INFO ON VIRTUALPC</caution>
 164                         </section>
 165                 </section>
 166                 <section xml:id="serversideinstallation-virtual-install-linux-ev">
 167                         <title>Installing Linux / Evergreen on Virtualization Software</title>
 168                         <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>
 169                         <orderedlist>
 170                                 <listitem>
 171                                         <para>Download a prebuilt software image file containing a working Linux / Evergreen system.</para>
 172                                 </listitem>
 173                                 <listitem>
 174                                         <para>Manually install a Linux guest system, then manually install Evergreen on it.</para>
 175                                 </listitem>
 176                         </orderedlist>
 177                         <para>See the following two sections for a review of each method.</para>
 178                         <section>
 179                                 <title>Download a prebuilt software image file</title>
 180                                 <para>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>
 181                                 <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>
 182                                 <table xml:id="serversideinstall-virtual-versions">
 183                                         <title>Linux / Evergreen Virtual Images</title>
 184                                         <tgroup align="left" cols="4" colsep="1" rowsep="1">
 185                                                 <thead>
 186                                                         <row>
 187                                                                 <entry>Linux Version</entry>
 188                                                                 <entry>Evergreen Version</entry>
 189                                                                 <entry>OpenSRF Version</entry>
 190                                                                 <entry>VirtualBox Image</entry>
 191                                                         </row>
 192                                                 </thead>
 193                                                 <tbody>
 194                                                         <row>
 195                                                                 <entry>Debin lenny (5.0)</entry>
 196                                                                 <entry>1.6.0.1</entry>
 197                                                                 <entry>1.4.x</entry>
 198                                                                 <entry>
 199                                                                         <ulink url="http://www.open-ils.org/~denials/Evergreen1601_DebianLenny.zip"> download </ulink>
 200                                                                 </entry>
 201                                                         </row>
 202                                                 </tbody>
 203                                         </tgroup>
 204                                 </table>
 205                                 <para>In the remainder of this section, we assume that the application <application>"VirtualBox"</application> has already been installed and started.</para>
 206                                 <procedure>
 207                                         <step>Download the prebuilt Linux/Evergreen system</step>
 208                                         <step>Start the system</step>
 209                                         <step>Configure the system</step>
 210                                 </procedure>
 211                         </section>
 212                         <section>
 213                                 <title>Manually install Linux and Evergreen</title>
 214                                 <para>Manually install a Linux guest system, then manually install Evergreen.</para>
 215                                 <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>
 216                                 <para>In this example, we assume that the application <application>"VirtualBox"</application> has already been installed and started:</para>
 217                                 <procedure>
 218                                         <step>A standard <systemitem class="osname">Ubuntu</systemitem> distribution, the so-called "Guest" operating system, is installed in the running <application>"VirtualBox"</application> environment.</step>
 219                                         <step>The <systemitem class="osname">Ubuntu</systemitem> distribution is started ("booted") just as if it existed on a real, physical system.</step>
 220                                         <step>Evergreen is installed on the running <systemitem class="osname">Ubuntu</systemitem> distribution, just as if installing on a standalone system.</step>
 221                                 </procedure>
 222                                 <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>
 223                                 <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>
 224                                 <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>
 225                         </section>
 226                 </section>
 227         </section>
 228         <index/>
 229 </chapter>