From b3dea50e763e7de813f8854f02ee2253605fac48 Mon Sep 17 00:00:00 2001 From: Steve Sheppard Date: Tue, 21 Sep 2010 12:01:03 -0400 Subject: [PATCH 1/1] expand section 'Installing in Virtualized Linux Environments'; --- 1.6/admin/ServersideInstallationVirtual.xml | 182 ++++++++++++-------- 1 file changed, 106 insertions(+), 76 deletions(-) diff --git a/1.6/admin/ServersideInstallationVirtual.xml b/1.6/admin/ServersideInstallationVirtual.xml index 97aaee11e5..4180039518 100644 --- a/1.6/admin/ServersideInstallationVirtual.xml +++ b/1.6/admin/ServersideInstallationVirtual.xml @@ -1,18 +1,16 @@ - Installing In Virtualized Linux Environments + Installing In Virtualized <systemitem class="osname">Linux</systemitem> Environments
Overview - 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) Linux distributions including Ubuntu and Debian, but it does not run as a native application on the Microsoft Windows operating system. However, it is possible to execute Evergreen on a Windows host system by running it within a virtual Linux-guest installation, which itself executes on the Windows system. The Linux environment is fully emulated and acts (within limits) just as if it were executing on a real standalone system. - This technique of emulating a Linux environment on a Windows 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. -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. + This section describes the installation of Evergreen software in so-called "virtualized" software environments. Evergreen software runs as a native application on any of several well-known x86 (32-bit) and x86-64 (64-bit) Linux distributions including Ubuntu and Debian but it does not run as a native application on the Microsoft Windows operating system. However, it is possible to execute Evergreen on a Windows host system by running it within a virtual Linux-guest installation, which itself executes on the Windows system. The Linux environment is fully emulated and acts (within limits) just as if it were executing on a real standalone system. + This technique of emulating a Linux environment on a Windows 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. This architecture is not recommended for large scale systems since there are performance limitations to running Evergreen in a virtualized environment. However, it is a reasonable architecture for smaller experimental systems, as a proof of concept, or as a conference-room pilot.
Installing Virtualization Software - 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 "VirtualBox", "VMware" or "VirtualPC" which must first be installed on the Windows system. This section contains step-by-step examples of installing each of the popular virtualization applications on a Windows 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. + As described above, Evergreen can be installed on top of an emulated Linux environment. The Linux environment, in turn, is installed on top of a software application such as "VirtualBox", "VMware" or "VirtualPC" which must first be installed on the Windows system. This section contains step-by-step examples that show installing popular virtualization applications on a Windows host system. Following this section are further descriptions of installing Linux and Evergreen systems using that virtualization software.
Installing <application>"VirtualBox"</application> Virtualization Software - This section reviews the procedure for installing the "VirtualBox" application on WindowsXP Professional (SP2). Follow these instructions: - Download VirtualBox from their official website: http://download.virtualbox.org/virtualbox/3.2.8/VirtualBox-3.2.8-64453-Win.exe, then run the executable file. Continue with the steps shown in the next five figures until the software has been successfully installed: + This section reviews installation of the "VirtualBox" application on WindowsXP Professional (SP2). Download VirtualBox from their official website: http://download.virtualbox.org/virtualbox/3.2.8/VirtualBox-3.2.8-64453-Win.exe, then run the executable file. Continue with the steps shown in the next five figures until the software has been successfully installed:
Starting the Windows installation file @@ -56,73 +54,58 @@ There are some performance limitations to running Evergreen in a virtualized env
Installing <application>"VMware"</application> Virtualization Software - This section reviews the procedure for installing the "VMware" application on WindowsXP Professional (SP2). - - - Download VMware from here: link, then run the executable file. Continue with the steps shown in the first ??? figures until the software has been successfully installed: -
- Starting the Windows installation file - - - - - -
-
- - After successfully installating VMware, start it for the first time and click "New" 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 Debian Lenny. 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 VirtualBox and defining the new VM: - -
- At this point, VirtualBox 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 with the installation of the Linux / Evergreen distribution. + This section reviews installation of the "VMware" application on WindowsXP Professional (SP2). Download VMware from their official website: link, then run the executable file. Continue with the steps shown in the figures until the software has been successfully installed: +
+ Starting the Windows installation file + + + + + +
ZZZ-REVIEW ADD INFO ON VMWARE ADD INFO ON VMWARE + At this point, VirtualBox 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 with the installation of the Linux / Evergreen distribution.
Installing <application>"VirtualPC"</application> Virtualization Software - This section reviews the procedure for installing the "VirtualPC" application on WindowsXP Professional (SP2). - - - Download VMware from here: link, then run the executable file. Continue with the steps shown in the first ??? figures until the software has been successfully installed: -
- Starting the Windows installation file - - - - - -
-
- - After successfully installating VMware, start it for the first time and click "New" 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 Debian Lenny. 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 VirtualBox and defining the new VM: - -
- At this point, VirtualBox 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 with the installation of the Linux / Evergreen distribution. + This section reviews installation of the "VirtualPC" application on WindowsXP Professional (SP2). Download VMware from their official website: link, then run the executable file. Continue with the steps shown in the figures until the software has been successfully installed: +
+ Starting the Windows installation file + + + + + +
ZZZ-REVIEW ADD INFO ON VIRTUALPC ADD INFO ON VIRTUALPC + At this point, VirtualBox 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 with the installation of the Linux / Evergreen distribution.
- Installing Linux / Evergreen on Virtualization Software - 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: + Installing <systemitem class="osname">Linux</systemitem> / Evergreen on Virtualization Software + After the virtualization software is installed and running, there are two ways to continue with installing Linux and Evergreen software in the new virtualized environment: - Download a prebuilt software image file containing a working Linux / Evergreen system (see for details) + Download and install a prebuilt software image that contains a working Linux / Evergreen system (see for details) - Manually install a Linux guest system, then manually install Evergreen on it (see for details) + Manually install a Linux guest system, then manually install Evergreen on it (see for details) - See the following two sections for a review of each method. + We review each method in the following sections.
Download and install a prebuilt software image - You can download a prebuilt software image that, when installed in "VirtualBox", "VMware" or "VirtualPC", 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. - 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 for a list of prebuilt software images that are currently available to download and execute: + You can download a prebuilt software image that, when installed with your virtualization software, emulates 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. + 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 for a list of prebuilt software images that are currently available to download and install + DISCLAIMER: The following virtual images have been contributed by members of the Evergreen community for the purposes of testing, evaluation, training, and development. Linux / Evergreen Virtual Images @@ -130,18 +113,58 @@ There are some performance limitations to running Evergreen in a virtualized env Linux Version Evergreen Version - OpenSRF Version - VirtualBox Image + Image + Comments - Debin lenny (5.0) + Debian lenny (5.0) 1.6.0.1 - 1.4.x download + VirtualBox image + + + Ubuntu karmic koala (9.10) + 1.6.0.0 + + download + + + + + Ubuntu hardy heron (8.04) + 1.2.3.1 + + download + + VirtualBox image; no preloaded data + + + Debian etch (4.0) + 1.2.2.3 + + download + + VMware image; preloaded with 13,000 Gutenberg records + + + Ubuntu gutsy gibbon (7.10) + 1.2.1.4 + + download + + VMware image + + + Gentoo + 1.1.5 + + download + + VMware image @@ -151,19 +174,27 @@ There are some performance limitations to running Evergreen in a virtualized env ADD LIST OF OTHER PREBUILT IMAGESADD LIST OF OTHER PREBUILT IMAGES - After successfully installing VirtualBox (see for details), continue with the following procedure. Refer to the accompanying figures for further information: + For the following example, we have already installed the VirtualBox application (see for details). Continue with the steps as shown; refer to the accompanying figures for further information: Start VirtualBox for the first time and select FileVirtualBox Media ManagerAdd to locate the prebuilt software image just downloaded (the example shows it was extracted from the original .ZIP file into a temporary directory C:\temp). See for details. After selecting the file, click Open to import it (see for details). Then click OK to save the selection and return to the VirtualBox Media Manager (see for details). Click New to start the "Virtual Machine Wizard", then Next to continue and create a new virtual machine (VM) ). Create a new name for the VM and set the operating system type, then click Next (see ). - Set the memory size (we chose the default value of 384Mb), then click Next (see ). + Set the memory size (we chose the default value of 512Mb), then click Next (see ). 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 Finish to finish the setup (see ). + + Install the VirtualBox Guest Additions (really a required upgrade to VirtualBox) + + ZZZ-REVIEW + ADD INFO ON INSTALLING VIRTUALBOX GUEST ADDITIONS + + ADD INFO ON INSTALLING VIRTUALBOX GUEST ADDITIONS + Return to VirtualBox and see the summary of the VM just created. Click Start to boot the new VM (see ). - See the start of the Linux boot sequence. Choose "Debian Gnu/Linux, kernel 2.6.26-2-686" from the startup menu and type Enter to start Linux and Evergreen (see ). After some delay you should see the command line prompt: debian-lenny login: . Log in with username root and password evergreen to continue (see ). + See the start of the Linux boot sequence. Choose "Debian Gnu/Linux, kernel 2.6.26-2-686" from the startup menu and type Enter to start Linux and Evergreen (see ). After some delay you should see the command line prompt: debian-lenny login: . Log in with username root and password evergreen to continue (see ). - 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 . + At this point you have a running Linux / Evergreen system. If you need to modify the Evergreen configuration in any way, review the sectons of the standard Evergreen installation instructions in that deal with configuration.
Starting <application>VirtualBox</application> for the first time @@ -173,7 +204,7 @@ There are some performance limitations to running Evergreen in a virtualized env
- Selecting the software image in "Virtual Media Manager" + Selecting the software image in Virtual Media Manager @@ -190,11 +221,8 @@ There are some performance limitations to running Evergreen in a virtualized env
Creating a new VM - - - - - + +gg
Setting the VM name and OS type @@ -221,7 +249,7 @@ There are some performance limitations to running Evergreen in a virtualized env
- Finishing definiton of new VM + Finishing definition of new VM @@ -261,7 +289,7 @@ There are some performance limitations to running Evergreen in a virtualized env
- Logging in to the new VM + Logging into the new VM @@ -270,13 +298,15 @@ There are some performance limitations to running Evergreen in a virtualized env
- Manually install Linux and Evergreen - Manually install a Linux guest system, then manually install Evergreen. - 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 for information on the normal Evergreen installation, then continue with this section. - In this example, we assume that the application "VirtualBox" has already been installed and started: + Manually install <systemitem class="osname">Linux</systemitem> and Evergreen + You can manually install a Linux guest system and Evergreen on your virtualization software. + We recommend this approach if you need to specially configure either the Linux system or Evergreen itself. 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 for information on the normal Evergreen installation, then continue with this section. + For the following example, we have already installed the VirtualBox application (see for details). Continue with the steps as shown; refer to the accompanying figures for further information: - A standard Ubuntu distribution, the so-called "Guest" operating system, is installed in the running "VirtualBox" environment. + Download and install a standard Ubuntu distribution in "VirtualBox". + You can download a software image of a prebuilt Ubuntu distribution and immediately import it into "VirtualBox" , or you can download and install + ZZZ-REVIEW ADD DETAILS ON MANUAL INSTALLATION OF LINUX @@ -284,15 +314,15 @@ There are some performance limitations to running Evergreen in a virtualized env ADD DETAILS ON MANUAL INSTALLATION OF LINUX - The Ubuntu distribution is started ("booted") just as if it existed on a real, physical system. + Start (boot) Ubuntu. ZZZ-REVIEW - ADD DETAILS ON MANUAL INSTALLATION OF VM LINUX BOOT SEQUENCE + ADD DETAILS ON VM LINUX BOOT SEQUENCE - ADD DETAILS ON MANUAL INSTALLATION OF VM LINUX BOOT SEQUENCE + ADD DETAILS ON VM LINUX BOOT SEQUENCE - Evergreen is installed on the running Ubuntu distribution, just as if installing on a standalone system. + Install Evergreen on Ubuntu. ZZZ-REVIEW ADD DETAILS ON MANUAL INSTALLATION OF EVERGREEN @@ -302,7 +332,7 @@ There are some performance limitations to running Evergreen in a virtualized env At this point, the Windows system is hosting an Ubuntu system, which itself is hosting the Evergreen distribution. So far as Evergreen is concerned, it is happily executing in a standard Ubuntu environment and behaves exactly as if it were executing on a standalone Ubuntu system. Of course, there are limitations to how well a virtualized Ubuntu system emulates a real one. The "VirtualBox" application itself consumes memory, and it contributes to the CPU load on the Windows host system. The emulated Ubuntu 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. - However, this technique of using a Windows 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. + However, this technique of using a Windows 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.
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