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Note:  Next revision cycle, start building everything into
$HOME/[app]-[version#] and creating a symlink to $HOME/[app] so that there is
no question about what the current, in use, directory is.

Note: When downloading software to install in these instructions, always
download the source code, and avoid binary installers.  Binary installers tend
to make inaccurate assumptions about what libraries you have installed on your
system, as well as other problems.

1. download openssl 0.9.8a source from http://www.openssl.org/source/. follow
   the instruction in the INSTALL document, compile and install the
   binaries. the default location is /usr/local/ssl. If you want to change it,
   run config like this:

   cd /opt
   tar -xzvf /root/openssl-0.9.8a.tar.gz
   cd openssl-0.9.8a
   ./config --prefix=/usr/local/ssl --openssldir=/usr/local/ssl
   make
   make install

2. set up certificates:

  2a:  get the mitca at http://ca.mit.edu/mitClient.crt and save it as
       /usr/local/ssl/certs/mitClient.crt

  2b:  convert mitCA.crt to pem format:

       openssl x509 -in /usr/local/ssl/certs/mitClient.crt -inform DER -outform \
       PEM -out /usr/local/ssl/certs/mitCA.pem

  2c: Generate rsa key

      This simply generates some random stuff:

    ps > /tmp/foo
    ps -elf >> /tmp/foo
    cd /usr/local/ssl/bin
    ./openssl genrsa -rand /tmp/foo 1024 >/usr/local/ssl/private/`hostname`-key.pem

  2d: Generate request for a certificate
   ---------------------------------

    cd /usr/local/ssl/bin
    ./openssl req -key /usr/local/ssl/private/`hostname`-key.pem -new \
        >../certs/`hostname`-req.pem

   send the file /usr/local/ssl/certs/`hostname`-req.pem to mitcert@mit.edu,

      Please be aware, the organization (O) is:
      Massachusetts Institute of Technology
      and the common name (CN) is the name of the server or
      service, including the domain name (.mit.edu).  Also, some servers, such
      as Thalia servers, can represent an entire subdomain.  These servers
      will need certificates issued with a wildcard in the domain name, such
      as *.isda-thalia-1.mit.edu.  

   Remember, if the server is a Thalia server, if will need a wildcard
   certificate and DNS record for *.[hostname], and if it is doing any type of
   authentication, it will need a joint client/server certificate to be able
   to connect to the Shibboleth server (and have end users connect to it as
   well).

   2db. To generate a self signed temporary certificate, add the x509 and
        nodes options to the openssl command line.

     cd /usr/local/ssl/bin
     ./openssl req -key /usr/local/ssl/private/`hostname`-key.pem -new \
       -x509 -nodes >../certs/`hostname`-temp.cert

  2e:When you receive a certificate from MIT Certificates, save it as
      /usr/local/ssl/certs/`hostname`-cert.pem

  2f:  to look at a request:
    openssl req -in ./req.pem -text
       to look at the private key:
    openssl rsa -in /usr/local/ssl/private/`hostname`-key.pem -text
       to look at the server certificate:
    openssl x509 -in /usr/localx/ssl/certs/`hostname`-cert.pem -text

3.  Setup local directory structure and users.

  3a.  Setup the www user.

         groupadd www
         useradd -g www -d /home/www -m -r -s /bin/bash www

     3aa.  Set the www user directory structure and copy the config files into place.

         mkdir /home/www/weblib
         mkdir /home/www/etc
         cp -a /root/weblib /home/www/weblib

  3b.  If needed (if this system is going to hold an Alfresco instance, or something similar), setup the repository user.

         groupadd repos
         useradd -g dbusr -d /home/www -m -r -s /bin/bash repos

  3c.  If needed, setup the database user.

         groupadd dbuser
         useradd -g dbusr -d /home/www -m -r -s /bin/bash dbusr
 

4 set up apache-ssl
  4a: download Apache 2.2.4 from apache archive site at
      http://archive.apache.org/dist/httpd/

  4b: Unpack apache 2.2.4 (tar -xzvf) and do "cd httpd-2.2.4"

      cd /opt
      tar -xzvf /root/httpd-2.2.4.tar.gz
      cd httpd-2.2.4

  4c. compile apache following the instruction in the INSTALL file.
      To enable the SSL, do the following:

      ./configure --prefix=/home/www/apache-2.2.4 --enable-ssl \
       --with-ssl=/usr/local/ssl \
       --enable-modules="most mod_rewrite"
      make
      make install
      ln -s /home/www/apache-2.2.4 /home/www/apache
 

5. set up mod-jk

  5a. download mod-jk 1.2.21 source (previous versions have a security hole
      that could allow a remote attacker to execute arbitary code) from
      http://tomcat.apache.org/connectors-doc/.

      cd /opt
      tar -xzvf /root/tomcat-connectors-1.2.21-src.tar.gz
      cd tomcat-connectors-1.2.21-src

  5b. build and install binaries according to BUILD.txt. apxs is at
      /home/www/apache/bin/apxs. mod_jk.so will be put at /home/www/apache/modules

      cd native                              
      ./configure --with-apxs=/home/www/apache/bin/apxs --enable-ssl
      make
      make install

6. install jdk 1.6 which is required by tomcat 5.5.25

   6a. download jdk 1.6 binary at
    http://java.sun.com/javase/downloads/index.jsp

   6b. You may need to set the binary file to be executable:

       chmod u+x,u-w jdk-6-linux-i586.bin

   6c. execute the binary installer as root.  If it produces a rpm file,
       use rpm -ivh to install it.  If you downloaded the straight binary
       installer, move to a directory with installed software, such as
       /usr/local.  Also, you will need to page through a licensing agreement
       and type yes to accept it.
 
       cd /usr/local
       /root/jdk-6-linux-i586.bin

       or

       ./jdk-6-linux-i586-rpm.bin
       rpm -ivh jdk-6-linux-i586

   6d. create a file in /etc/profile.d named java_home.sh.  It should contain
        a line exporting a variable pointing to the Java home directory.  Then
        make this file world executable.:

       cat > /etc/profile.d/java_home.sh
       export JAVA_HOME=/usr/local/jdk1.6.0
       ^C
       chmod a+xr,a-w /etc/profile.d/java_home.sh

7. install the SASH Server   NOTE:  These instructions are written assuming version 2.0.3 of the SASH Server, but this version has been deprecated.  We are waiting on version 2.0.4 to become officially supported.

   7a. download sash-server-2.0.3-1.noarch.tar.gz from: https://portal.sourcelabs.com/?module=downloadYou will need to register and login to the web site to be able to
         download the SASH Server.  Also, copy the sashsrv.conf mkInstance, modify-instance-file.sh and mit-worker-consolidater.sh out of the ISDA repository and onto the
         machine.

   7b. unzip and untar (gunzip , tar -xvf) into your working
       directory, such as /home

       cd /home/www
       tar -xzvf /root/sash-server-2.0.3-1.noarch.tar.gz
       ln -s sash-server-2.0.3-1 sash-server
       cd sash-server-2.0.3-1

   7c.  Edit /etc/profile.d/sash_home.sh to export a home variable, and set it world executable.

       cat > /etc/profile.d/sash_home.sh
       export SASHSRV_HOME=/home/www.sash-server-2.0.3-1
       export LD_LIBRARY_PATH=/usr/lib:/home/www/weblib
       ^c
       chmod a-w,a+rx /etc/profile.d/sash_home.sh
       source /etc/profile.d/sash_home.sh

   7d.  Copy the modify instance file and the MIT worker consolidator file into the SASH server bin directory.

       cp /root/mkInstance $SASHSRV_HOME/bin
       cp /root/modify-instance-file.sh $SASHSRV_HOME/bin
       cp /root/mit-worker-consolidater.sh $SASHSRV_HOME/bin
       chmod ug+rx,a-w $SASHSRV_HOME/bin/modify-instance-file.sh $SASHSRV_HOME/bin/mit-worker-consolidater.sh $SASHSRV_HOME/bin/mkInstance

  7e.  Copy the sash-2.0-flattened-jars.zip file onto the server and update the commons-io jar file. 

       cd $SASHSRV_HOME/core/server/webapps/manager/WEB-INF/lib
       unzip -j /root/sash-2.0-flattened-jars.zip  sash-2.0-flattened-jars/commons-io-1.3.1-1.jar
 

7. Do the configuration:

  7a. SASH Server part: cd into the tomcat home directory

      cd $SASHSRV_HOME/conf/template
 
    7aa. enter the conf directory and create a jk directory

         cd conf
         mkdir jk
         cd jk

    7ab. copy the workers.properties file from /opt/tomcat-connectors-1.2.21-src/conf and put it in conf/jk.  Also copy the sashsrv.conf template into the template conf directory.

         cp /opt/tomcat-connectors-1.2.21-src/conf/workers.properties \
            $SASHSRV_HOME/conf/template/conf/jk
         cp /root/sashsrv.conf  /home/www/sash-server-2.0.4-BETA/servers/default/conf
 

    7ac. make certain the following directives in workers.properties are set:

    workers.tomcat_home=%%CATALINA_BASE%%
    workers.java_home=/usr/local/jdk1.6.0
    ps=/
    worker.list=ajp13
    worker.ajp13.port=%%AJP_PORT%%
    worker.ajp13.host=localhost
    worker.ajp13.type=ajp13   
    worker.ajp13.lbfactor=1
    worker.loadbalancer.type=lb                  
    worker.loadbalancer.balanced_workers= ajp13  
                              
        comment out the ajp12 lines in workers.properties.
                                   
     7ad. edit conf/server.xml and add the following:

      after <Server port="%%SHUTDOWN_PORT%%" shutdown="SHUTDOWN">
      add      

      <Listener className="org.apache.jk.config.ApacheConfig"
      modJk="/home/www/apache/modules/mod_jk.so" jkDebug="info"
      workersConfig="%%CATALINA_BASE%%/conf/jk/workers.properties"
      jkLog="%%CATALINA_BASE%%/logs/mod_jk.log"/>

      after  <Engine name="Catalina" defaultHost="localhost">
      add

      <Listener className="org.apache.jk.config.ApacheConfig" append="true" />

     7ae. If this is going to be a Web Services servers, disable direct
          connections to the SASH Server and force communications to go through apache,
          by commenting out the http port  connector block in server.xml:

<!--
    <Connector port="%%HTTP_PORT%%"
               maxHttpHeaderSize="8192"
               maxThreads="150" minSpareThreads="25" maxSpareThreads="75"
               enableLookups="false" redirectPort="8443" acceptCount="100"
               connectionTimeout="20000" disableUploadTimeout="true" />
-->

          If this is going to be a Thalia server, skip this step.

     7af. Uncomment the AJP block in server.xml.

   <!- An AJP Connector - uncomment if needed ->
    <Connector port="%%AJP_PORT%%"
               protocol="AJP/1.3" />

     7ag. edit tomcat_users.xml, and add the following user definition just
          above the '</tomcat-users>' line:

    <role rolename="manager"/>                                               
       <user username="tomcat" password="zest2006" roles="tomcat,manager"/>

          be certain to change the password to be the password for the team
          the server is providing services to.  A server for the Zest group
          (Web Services machines are usually for the Zest group) would be
          'zest2006', and for the Thalia group, 'thalia2006'.

     7ah.  Edit the sashsrv.conf file and add the base port information for JMX.  Add it near the bottom, between the AJP base port and the max port range.

             cd $SASHSRV_HOME/conf
             vi sashsrv.conf

             # The base port for the JMX handlers - MIT addition
             #
             JMX_BASE=9000 

     7ah.  Add the JAVA_HOME location to $SASHSRV_HOME/conf/sashsrv.conf.  Also
            change the ACTIVE_PROBE_PLAN and LD_LIBRARY_PATH to have
            $SASH_HOME in their paths.  The conf file is read by the startup
            script, so putting the variables in will not work.  They must be
            fully qualified.  Also add recursion to LD_LIBRARY_PATH.

            LD_LIBRARY_PATH=/home/www/sash-server-2.0.4-BETA/lib:$

Unknown macro: {LD_LIBRARY_PATH}

 

    7ai.  Update the www user. 

         chown -R www:www /home/www

            And edit $SASHSRV_HOME/bin/setvars,  $SASHSRV_HOME/bin/sash-server.init, and $SASHSRV_HOME/bin/sash-server-CS2.init, and change the      
                 SASHSRV_USER.

         SASHSRV_USER="www"

     7aj.  To progate the changes made to the config, delete the default
           server container, and create a new one.

           cd $SASHSRV_HOME/servers
           rm -rf default
           cd $SASHSRV_HOME/bin
           ./mkInstance -N default
           cd $SASHSRV_HOME/servers/default

              Also create any other server containers that may be needed.  Some of the common ones are mitid, roles, moira, sis, and misc.

     7ak.  Set up the
 

     7al.  Run the java_home.sh script and start the SASH Server

          source /etc/profile.d/java_home.sh
          $SASHSRV_HOME/bin/sashctl all start

     7am.  Tomcat creates a mod_jk.conf file in ./core/conf/auto/ directory
           the first time is runs.  Correct it to point to where mod_jk.so
           resides.

       change
           LoadModule jk_module "/usr/local/apache/libexec/mod_jk.so"
 
       to
           LoadModule jk_module "/home/www/apache/modules/mod_jk.so"

    7an.  Create the www etc directory and setup the jmxremote.password file.

           mkdir /home/www/etc
           cp /usr/local/jdk1.6.0/jre/lib/management/jmxremote.password.template /home/www/etc/jmxremote.password
 

  7b. apache side: edit /home/www/apache/conf/httpd.conf
   edit the following directives:

   ServerRoot "/home/www/apache"     # change to apache home directory
   User www         # change from daemon
   Group www        # change from daemon
   Include conf/extra/httpd-vhosts.conf     # Uncomment
   Include conf/extra/httpd-ssl.conf        # Uncomment

  7c. add to /home/www/apache/conf/httpd.conf, and the bottom of the other includes:

        # SASH Server/mod_jk includes
        Include /home/www/sash-server-2.0.4-BETA/core/conf/auto/mod_jk.conf

        <IfModule !mod_rewrite.c>
            LoadModule rewrite_module "/home/apache/modules/mod_rewrite.so"
        </IfModule>

  7d. edit /home/www/apache/conf/extra/httpd-vhosts.conf to have ONLY one of the
       following VirtualHost blocks:

     7d1. Thalia:

       NameVirtualHost *:80

       <VirtualHost *:80>
          ServerName *.isda-thalia2.mit.edu

       RewriteEngine On                                                  

       RewriteCond %

Unknown macro: {HTTP_HOST}

!^isda-thalia2\.mit\.edu [NC]
RewriteCond %

   !^test\.isda-thalia2\.mit\.edu [NC]
       RewriteCond %

Unknown macro: {HTTP_HOST}

!^demo\.isda-thalia2\.mit\.edu [NC]
RewriteCond %

   !^hst\.isda-thalia2\.mit\.edu [NC]    
       RewriteCond %

Unknown macro: {HTTP_HOST}

   !^ap\.isda-thalia2\.mit\.edu [NC]     
       RewriteRule ^/(.*)         http://isda-thalia2.mit.edu/$1 [L,R]  

       </VirtualHost>

     7d2. Web Services - edit for correct server name:

       <VirtualHost *:80>
           RewriteEngine On

           RewriteRule ^/(.*)         https://finniganfen.mit.edu/$1 [L,R]

       </VirtualHost>

    7d3.  To prevent some web applications (such as WarehouseServices) from being redirected to https, add an escape clause between "RewriteEngine On" and the
        RewriteRule:

            RewriteCond %

Unknown macro: {REQUEST_URI}

   !\/WarehouseService
 

  7e. edit /home/www/apache/conf/extra/httpd-ssl.conf and alter the following
       directives:

         DocumentRoot "/home/sash-server-2.0.4-BETA/servers/"
                   # points to directory with tomcat servers
         ServerName gybe.mit.edu:443
                   # the servername of the server
         ServerAdmin dracus@mit.edu,dongq@mit.edu,dtanner@mit.edu
                   # the admins of this server
         ErrorLog /home/www/apache/logs/error_log
                   # error log file
         TransferLog /home/www/apache/logs/access_log
                   # access log file
         SSLCertificateFile /usr/local/ssl/certs/gybe.mit.edu.pem
                   # public server certificate
         SSLCertificateKeyFile /usr/local/ssl/private/https-key.pem
                   # private server certificate
         SSLCACertificatePath /usr/local/ssl/certs
                   #certificate path
         SSLCACertificateFile /usr/local/ssl/certs/mitCA.pem
                   # certificate authority key
         SSLVerifyClient require
         SSLVerifyDepth  10

   7f. add the following after the '<Directory "/home/www/apache/cgi-bin">'
       block in /home/www/apache/conf/extras/httpd-ssl.conf

     SSLOptions +StdEnvVars +ExportCertData

8. to pass environment variables from apache to tomcat, add the following to
   the end of httpd.conf (note, the name for those environment variables might
   change between different apache versions. Apache comes with a cgi script in
   cgi-bin/printenv. Run this script in your https enabled browser to verify
   that these variables still holds).

    JkEnvVar SSL_CLIENT_DN nodefault                 
    JkEnvVar SSL_CLIENT_S_DN_CN nodefault            
    JkEnvVar SSL_CLIENT_S_DN_Email nodefault  
    JkEnvVar SSL_CLIENT_S_DN nodefault               
    JkEnvVar HTTP_ACCEPT_LANGUAGE nodefault          
    JkEnvVar SSL_CLIENT_CERT none  

9.  copy the following files to the noted locations.  They should be in the ISDA software repository.

     9a. MitIdService.jar   moves to $SASHSRV_HOME/core/shared/lib

     cp /root/MitIdService.jar $SASHSRV_HOME/core/shared/lib

     9b. rolesApplicationContext.xml   moves to $SASHSRV_HOME/core/shared/classes

     cp /root/rolesApplicationContext.xml $SASHSRV_HOME/core/shared/classes/

     9c.  rootauth  moves to /root

10. install the web init script into /etc/init.d, and place starter links into
    the /etc/rc.d/ runlevel directories.  It should be bundled with this
    document.

  10a.  edit the variables in the top section of the web file to use the
        directories and binaries correct for this system

   10b.  be certain to check if apache is using a httpdctl or apachectl starter
        program, usually contained in /home/www/apache/bin, and set the apachectl
        variable accordingly

    10c.  set web to be executable

        chmod a+rx,a-w /etc/init.d/web

     10d.  link startweb and stopweb to the web program, from wherever it is
        located, and link start scripts in /etc/init.d:

        ln -s /etc/init.d/web /root/startweb
        ln -s /etc/init.d/web /root/stopweb
        ln -s /etc/init.d/web /etc/rc.d/rc1.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc2.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc3.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc4.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc5.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc6.d/K15web
        ln -s /etc/init.d/web /etc/rc.d/rc2.d/S15web
        ln -s /etc/init.d/web /etc/rc.d/rc3.d/S15web
        ln -s /etc/init.d/web /etc/rc.d/rc4.d/S15web
        ln -s /etc/init.d/web /etc/rc.d/rc5.d/S15web

    10e.  Copy the SASH Server init file into /etc/init.d

        cp $SASHSRV_HOME/bin/sash-server.init /etc/init.d/sash-server
        chmod a+rx,a-w /etc/init.d/sash-server

    10f.  Link the SASH Server init file to runlevels.

        ln -s /etc/init.d/sash-server /etc/rc.d/rc1.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc2.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc3.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc4.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc5.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc6.d/K16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc2.d/S16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc3.d/S16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc4.d/S16web
        ln -s /etc/init.d/sash-server /etc/rc.d/rc5.d/S16web

    10g.  Edit /etc/init.d/sash-server and correct the value of SASHSRV_HOME.

11. Add line to /var/spool/cron/root to cause rootauth to run every 15 min, and
    freshen the Kerberos tickets.

    cat >> /var/spool/cron/root
    0,15,30,45 * * * * /root/rootauth
    ^C

12. update paths in /etc/profile, by adding the following line in the path
    manipulation code block (you can find it by searching for /usr/local/sbin)

        pathmunge /usr/local/bin
        pathmunge /usr/kerberos/bin

13. If this is an upgrade on a server that had previously had a tomcat on it,
    there are additional steps to move necessay files and code to the new
    directories.

  13a.  copy the webapps from the old deploy of tomcat to the new one.  Be certain
        to restart the server if it was running previously.

    cd /home/www/sash-server-2.0.4-BETA/servers/$SERVER/webapps

    cp -a geows* mapws* mitidws* uaws* testcert* TestRemoteAlfresco* \
      /home/www/sash-server-2.0.4-BETA/servers/$SERVER/webapps

    to see the applications deployed on a server that are not part of the
    default tomcat install, get a listing of the directory:

    ls -1 --hide=balancer --hide ROOT --hide=jsp-examples \
      --hide=servlets-examples --hide=tomcat-docs --hide=webdav

  13b.  Move the /home/https/weblib directory into /home/www

    mv /home/https/weblib/ /home/www/weblib
    ln -s /home/www/weblib /home/https/weblib

        Alternatively, if there is not /home/https/weblib, create a
        /home/www/weblib directory

    mkdir /home/www/weblib

  13c.  Edit /etc/init.d/web to have the following global variable:

    export LD_LIBRARY_PATH=/usr/lib:/home/www/weblib

  13d.  Copy the libMitIdNativeClient.so into /home/www/weblib

    cp /root/libMitIdNativeClient.so  /home/www/weblib

  13e.  Restart web services and tomcat

    /etc/init.d/web restart

14.  Set up kerberos daemon principle and service ACLs for the system.

    14a.  Send email to accounts@mit.edu and ask for a kerberos principle in the format of daemon.[hostname].krb5.keytab.  When you receive it, install it in /home/www/etc/krb.

    14b.  Send email to Mark Silis  or Jim Repa and request that the kerberos principle above (daemon/[hostname].mit.edu@ATHENA.MIT.EDU) be added to the access control
             list for the databases on Illinois that the web service will be using (often mitid or roles).
 

15. If this is a Web Services system, install an AFS client, or check that a client is installed.  Thalia systems do not need this.

  15a. Check if an AFS client is installed by looking at the root directory.
       If a client is installed, the afs directory will be near the top.

       ls -l /

  15b. If an AFS client is not installed, download these packages from the MIT
       Athena or Thalia software lockers:

       mit-openafs-setup-1.2-3.noarch.rpm
       mit-krb-config-1.0-3.noarch.rpm
       mit-openafs-package.patch

       Unless the server is a virtual server.  If this is the case, email server ops to have the virtualized AFS kernel module installed.
 

  15c. Use rpm to install these packages, installing the Kerberos
       configuration package first.

       rpm -ivh mit-krb-config-1.0-3.noarch.rpm
       rpm -ivh mit-openafs-setup-1.2-3.noarch.rpm

       Please note: There are no paths in these commands.  Store them in a
       conveinent install directory, and cd to it first.

  15d. Go to the OpenAFS client binary directory and execute the setup
       script.  It will ask if you want the AFS client to be started at boot
       time.  Type yes.

       cd /opt/mit-openafs-setup/bin
       ./setup

       If system is a SMP (multiprocessor) machine, apply the SMP patch before compiling.

       cd /opt/mit-openafs-setup/bin
       patch < /root/mit-openafs-package.patch
       ./setup

16. If this is a Web Services system, install version of moira that uses Kerberos 5.  Thalia systems do not need this.

  16a. upload moira-rhel4-clients.tar.gz onto the server, and untar to
       /usr/local

       cd /usr/local
       tar -xzvf /root/moira-rhel4-clients.tar.gz

17. To start and stop tomcat and apache, use the initialization scripts in
    /etc/init.d.  Be certain to leave them running when you are finished.

   starting
     /etc/init.d/web start

   stopping
     /etc/init.d/web stop

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