# Installation Manual for 2.9 on Ubuntu 14.04

These instructions cover the installation of the Ubuntu Linux 14.04 LTS operating system and WeBWorK 2.9 from scratch.

Other installation methods (which are faster and easier) include using the WeBWorK install script ww_install (see https://github.com/aubreyja/ww_install), the WeBWorK Live DVD (see Installing_from_WW2.9_Ubuntu14.04_Vanilla_LiveDVD) or the WeBWorK Virtual Machine Image (see Installing_from_WW2.9_Ubuntu14.04_Vanilla_Virtual_Machine_Image).

These instructions are more detailed and more up to date (but offer fewer choices and often less background information) than the general Installation Manual for 2.4 and are aimed at non unix experts.

## Notation

First some short comments on notation we will be using. We will use <key> to indicate that you should press a specific key (e.g. <Enter>, <Tab>, <F12>, etc.). Sometimes we will also use e.g. <wwadmin password> to indicate you have to enter the wwadmin password.

^ will indicate the <Ctrl> key so e.g. ^X is really shorthand for <Ctrl> <X>, i.e. press the Ctrl key and hit the X key.

## Installing the Ubuntu 14.04 Linux Operating System

### Installation CD

Obtain the Desktop Edition installation DVD/CD set. Connect to http://www.ubuntu.com/ for information. For example you can download an ISO image of the installation CD and then burn your own installation CD. You want the file ubuntu-14.04-desktop-amd64.iso or, if you have a very old server, ubuntu-14.04-desktop-i386.iso. Choose the former to take full advantage of computers based on the AMD64 or EM64T architecture (e.g., Athlon64, Opteron, EM64T Xeon, Core 2). Note 1: We recommend you use the "Long Term Support" (LTS) version of Ubuntu which is currently version 14.04; the next LTS release will be version 16.04 to be released in April, 2016. Note 2: We recommend you actually use the latest 14.04 iso file which is currently ubuntu-14.04-desktop-amd64.iso. Choose which ever download site works best for you; I have had good luck with http://mirrors.kernel.org/ubuntu-releases/ If you download the ISO image, make sure that you verify the integrity of the downloaded file by comparing the MD5 checksum of the downloaded file with the MD5 checksum listed at https://help.ubuntu.com/community/UbuntuHashes or at the download site (e.g. http://mirrors.kernel.org/ubuntu-releases/14.04/MD5SUMS). These instructions will assume you have the ubuntu-14.04-desktop-amd64.iso installation CD but installing from the i386, alternate CD, a commercial DVD/CD set or from the net should be essentially identical.

You will want to have you computer connected by ethernet to the internet for the installation. Place the installation CD in your DVD/CD drive and reboot your computer from the DVD drive. You may have to press a key (e.g. <F12>) during the boot process to bring up a boot menu which will allow you to select booting from the DVD. Or you many have to edit the BIOS to select the DVD as the first boot device. See https://help.ubuntu.com/community/BootFromCD for help.

After the system boots you will be presented with a series of 7 steps.

Step 1
On the first install panel keep English as the selected language and click Install Ubuntu, the second (to the right) option.
Step 2
Just hit Continue on the next page

### Optional Configurations

If you will have a large number of users (say over a 1,000) and/or a slow server, you may want to consider the first two optimizations. They are independent but related and deal with how WeBWorK handles various temporary and static files. We call these two options Optional A and Optional B. The third option, Optional C, gives greater security.

Optional A creates a separate partition (or directory) on which are stored all of WeBWorK's "temporary" files. These are mostly small files such as png images of equations, pdf files, etc that may be reused but if they are not present (e.g. if they get deleted) they will be seamlessly regenerated on the fly. There is no reason to back up such files and having them in a separate partition or directory means that it is easier and faster to back up other partitions and skip backing up unnecessary files. Even if you do not want to set up a separate partition for this, it is very convenient to at least set up a separate directory for these temporary files and we recommend that you do so. But this is something you do after WeBWorK is installed.

Optional B installs and configures a lightweight webserver. Apache is a very standard and powerful webserver which we use to serve WeBWorK pages. However its child processes use a lot of resources (e.g. memory). When serving static files and images, a much lighter weight webserver can be used. This can substantially reduce the load on a heavily used server.

Optional C configures Apache (and lighttpd if installed) so that access to WeBWorK will be through an encrypted Secure Sockets Layer (SSL) with an https: URL.

Except for creating a separate partition, we will wait until WeBWorK is installed and tested before implementing these options. We mention them here because the next step is partitioning the disks.

### Partition disks

Step 3 (Note to Pizer --- Update this)
Next comes the Partition disks pages. You should be able to accept the defaults unless you want to follow Optional A and/or create separate partitions for various directories. There is a lot of information on the web if you don't want to accept the default partition set up. If you want to implement Optional A follow the directions below. Note that if you only want to implement Optional A with a separate directory, not a separate partition, you don't have to do anything special with partitions at this point.

Optional A: The default partitioning scheme creates just two partitions, a root (/) partition and a swap partition. Here we will create those and an additional partition for WeBWorK's temporary files.

1. On the Partition disks page use <Tab> to select Go Back and then select Partition disks
2. Use the down arrow to select your disk (sda)
3. On the You have selected an entire device to partition... page select Yes to the question Create new empty partition table on this device
4. On the This is an overview... page select FREE SPACE
5. On the How to use this free space page select Create a new partition
6. Now you have to decide how to allocate your disk space. The rule of thumb is to use twice the amount of RAM you have for swap (e.g. 2 GB if you have 1 GB of RAM). For WeBWorK's temporary files 25 GB for every 1,000 students should be ample. You can allocate the remainder of your disk space to the root (/) partition. Actually if you are going through the trouble of doing this, you probably will want to research other partitioning recommendations.
7. On the The maximum size you can use... page enter the size for your root (/) partition and Continue
8. Select Primary for the type of the new partition
9. Select Beginning for the location of the new partition
10. Select / for the Mount point of the new partition and then select Done setting up the partition

Now we repeat the process for the partition which will hold WeBWorK's temporary files.

1. On the This is an overview... page select FREE SPACE
2. On the How to use this free space page select Create a new partition
3. On the The maximum size you can use... page enter the size for WeBWorK's temporary files partition. As we said 25 GB for every 1,000 students should be ample. Then Continue
4. Select Logical for the type of the new partition
5. Select Beginning for the location of the new partition
6. Select Mount point and then hit <Enter>
7. Select Enter manually and then hit <Enter>
8. For the Mount point for this partition enter /var/www/html/wwtmp and Continue
9. Then select Done setting up the partition

Finally we set up the swap partition

1. On the This is an overview... page select FREE SPACE
2. On the How to use this free space page select Create a new partition
3. On the The maximum size you can use... page enter the size for swap partition. As we said the rule of thumb is to use twice the amount of RAM you have. Then Continue
4. Select Logical for the type of the new partition
5. Select Beginning for the location of the new partition
6. Select Use as and then hit <Enter>
7. Select swap area and then hit <Enter>
8. Then select Done setting up the partition

Finally

2. Select Finish partitioning and write changes to disk and then hit <Enter>
3. Select Yes to confirm the changes

At the bottom of this page you have options on installing the boot loader but you almost certainly want to use the defaults.

### Continue Initial Installaion

Step 3
Select the partition you want to install Ubuntu in and hit Continue (Note to Pizer: test this on a empty disk. It presents multiple choices if the disk already has installed OS's)
Step 4
Select a city in your time zone and hit Continue
Step 5
Hit Continue to accept the default keyboard layout
Step 6
The next panel asks "Who are you?". What you fill in here is a privileged user so you might want to enter a special administrative account rather than your normal account. We suggest <wwadmin> but you can use whatever you want.
• Enter the information for "Your name"
• Enter the information for "Your Computer's name"
• Enter the information for "Pick a username" In these instructions, we will call this name <wwadmin>.
• Enter the information twice for the password. In these instructions, we will call this password the <wwadmin password>. Do not forget what you enter here.
• Then hit Continue to continue
Step 7
If the page about importing accounts appears just hit Continue to continue without importing anything

Now sit back and relax while the installation takes place. Some of the steps can take a long time. Please be patient. When you finally see "Installation complete" hit Restart now.

### Continue Installation

After this finishes the system will ask you to reboot and eject the CD after you do.

2. At some point the Update Manager icon may appear. If it does, open it and accept all updates. Alternately you can open Dash Home, type Update and open the Update Manager. Click Install Updates. You may have to enter the <wwadmin password> which functions as the <root password> and click Authenticate. Follow any instructions, e.g. you may be told to reboot as soon as the installation is completed (to reboot, click on the power button icon in the upper right hand corner, then select Restart)

### Test Browser, Network and Keyboard

After reboot and login, click the Firefox icon at the left of the screen and you should be connected to the world. Go to http://webwork.maa.org/wiki/Installation_Manual_for_2.9_on_Ubuntu_14.04 where you can view this document and, if you want, copy commands that you need (see below).

If something is wrong and you are not connected to the web, the first thing to do is check the network information. (Note to Pizer --- Update this)

1. Select System Settings, Network, Wired, Options
2. Select IPv4 Settings
3. Next to Method: and scroll down and select Manual.
4. Click Add and then enter your servers IP address, Netmask (usually 255.255.255.0 but possibly 255.255.0.0) and Gateway address (often the same as the IP address with the last number replaced by 1). Important: After entering a number hit the <Enter> key so that the change is recorded.
5. Next enter the IP address(es) of your DNS server(s)separated by spaces. You need to enter at least one DNS server
6. Finally enter the search domain Hosts
7. Click Save
8. Enter <wwadmin password> and click Authenticate
9. Click Close

Your network connection should start up almost immediately. If you are still having problems first try rebooting (click on the power button button icon in the upper right hand corner, then select Restart) and if that doesn't work it's time to investigate further or seek help.

Here's an aside on keystroke delay and repetition rate. If you are like me and find the keystroke delay too short (so that you often type "geeet" when you want to type "get"), do the following. Select System Settings, Keyboard and then increase the delay time interval and close the window.

## Terminal Window Notation and Use

Before installing and configuring additional software, we need to talk about terminal windows.

To open a terminal window select Dash Home and type Terminal. The next time you select Dash Home, the terminal icon might be displayed. Or you can just type <Ctrl> <Alt> <T>.

In a terminal window some commands will have to be run as root whereas others should be run as a regular user. We will use # to indicate that the command is to be run as root e.g.

# perl -MCPAN -e shell


and $to indicate that the command is to be run as a normal user e.g. $ cp .bashrc .bashrc.bak1


To execute the above commands you have to hit <Enter>. We'll just assume this. After executing a command, often the system will respond with text (sometimes a lot of text!) which we will usually not repeat below. We only give the commands that you should execute.

The bash shell which you will be using has a number of very convenient features.

One is command and file name completion. If you are typing (e.g. ch) and hit <tab> bash will complete the command or filename if it is unambiguous (or more precisely it will complete as much as possible). If there are multiple possibilities (as in the case of ch) nothing will happen (except you may hear a beep) and you can type more letter(s) and hit <tab> again. Or you can hit <tab> a second time and you will see a list of all possible completions. E.g. entering ch<tab><tab> gives a list of possible completions and ch<tab>gr<tab> (or chgr<tab>) gives chgrp, the change group command. This is very fast and convenient and it also leads to fewer typing errors.

Another useful shortcut is the command history. Using the up and down arrow keys will bring up previous commands which can be edited and then executed. If you are repeating a command or entering a command which is similar to a previous one, this is very useful.

You can copy commands from these instructions (with copy from the Edit dropdown list or ^C) and paste them into a terminal window (with paste from the Edit dropdown list or <Shift> <Ctrl> <V>. Note that <Shift> <Insert> also works). This is an excellent way to use these instructions since it is fast and insures commands are entered correctly (just be careful to read before you run the command and replace things like database_password with the correct code in the few places such things occur).

For our first terminal window task create a downloads directory where we will keep copies of downloaded software.

$cd$ mkdir downloads


## Running commands as root

By default Ubuntu has no password set for the root user. To gain root access you have to use the sudo command with the <wwadmin password>. This is the password you set for the first user which we called the WeBWorK administrator <wwadmin> while installing Ubuntu.

To run commands as root use the sudo command

$sudo <command> [sudo] password for wwadmin: <wwadmin password>  After you enter the password the command is executed. For a certain period (maybe 5 minutes) you can execute additional sudo commands without reentering <wwadmin password>. A log of all sudo commands is kept in /var/log/auth.log . You can also use sudo to become root and get the root prompt #. To do this run $ sudo su
#


When you want to exit the root prompt and return to being a regular user, do the following

# exit
exit
$ ## Ubuntu Software Packages Our next task is to install a number of Ubuntu software packages. For a very fast way to do this, copy the command at the end of this section, paste it into a terminal window and run it as root. Or you can go through the step by step process using the Synaptic Package Manager as follows. First of all most Debian based Linux distributions rely on a program called Synaptic Package Manager to install software. However, as of Ubuntu 11.10, Synaptic has been removed from Ubuntu in favor of the Ubuntu Software Center. You can use the Ubuntu Software Center if you wish but I'll give instructions for using Synaptic Package Manager. Note that what I really do is use the very fast way noted above. First we have to install the Synaptic Package Manager $ sudo apt-get install synaptic


Just hit <Enter> to accept the defaults. After the installation is complete

1. Select Dash Home and type Synaptic and click on the Synaptic Package Manager</span> 
 

icon. You will have to enter the <wwadmin password>. The Synaptic Package Manager window will open

1. Click on Reload to bring the package information up to date

Now we will actually select and install a large number of packages. The process is the same for all packages. I'll give an example of installing libnet-ldap-perl and then just give the list of required packages.

1. Select Search
2. Under Look in: select Name. The default Description and Name sometimes returns too many possibilities
3. We are searching for libnet-ldap-perl so enter ldap-perl (or something similar; you can copy and paste from this document if you want) and click on Search
4. This should result in 6 possibilities. Select and Mark for Installation (by double clicking or checking and then selecting Mark for Installation) libnet-ldap-perl. You will see a pop up window Mark additional required changes? and you should always click Mark to accept the requirements.
5. Follow this basic procedure for all the packages listed below

Here is the list of Ubuntu packages that need to be installed. See Installation Manual for 2.4 for a short explanation of what most of these packages do.

1. apache2
2. apache2-mpm-prefork
3. dvipng
4. gcc
5. git
6. libapache2-request-perl
7. libdatetime-perl
8. libdbd-mysql-perl
9. libemail-address-perl
10. libexception-class-perl
11. libextutils-xsbuilder-perl
12. libfile-find-rule-perl-perl
13. libgd-gd2-perl
14. libhtml-scrubber-perl
15. libjson-perl
16. liblocale-maketext-lexicon-perl
17. libmail-sender-perl
18. libmime-perl
19. libnet-ip-perl
20. libnet-ldap-perl
21. libnet-oauth-perl
22. libossp-uuid-perl
23. libpadwalker-perl
24. libphp-serialization-perl
25. libsoap-lite-perl
26. libsql-abstract-perl
27. libstring-shellquote-perl
28. libtext-csv-perl
29. libtimedate-perl
30. libuuid-tiny-perl
31. libxml-parser-perl
32. libxml-writer-perl
33. make
34. mysql-server
35. netpbm
36. openssh-server
37. preview-latex-style
38. texlive
39. texlive-latex-extra
40. unzip

When I do this I see on the bottom of Synaptic Package Manager window 82 to install/upgrade, 1 to remove. Your numbers may differ slightly. Now click Apply and Apply again to confirm the changes. You will be asked to enter a New password for the MySQL "root" user. Enter your choosen MySQL root password. As was said above, Do not forget what you enter here. Also remember that this is the password for the MySQL root user, not the Ubuntu linux system root user (which actually does not have a password set). Below we refer to this as <mysql root password>

That completes the set up of your base Ubuntu system. You can quit the Synaptic Package Manager.

If you would prefer to install all of these packages in one fell swoop, run the following command as root.

$sudo su [sudo] password for wwadmin: <wwadmin password> # apt-get install apache2 apache2-mpm-prefork dvipng gcc git \ libapache2-request-perl libdatetime-perl libdbd-mysql-perl libemail-address-perl \ libexception-class-perl libextutils-xsbuilder-perl libfile-find-rule-perl-perl libgd-gd2-perl \ libhtml-scrubber-perl libjson-perl liblocale-maketext-lexicon-perl \ libmail-sender-perl libmime-perl libnet-ip-perl libnet-ldap-perl libnet-oauth-perl \ libossp-uuid-perl libpadwalker-perl libphp-serialization-perl libsoap-lite-perl \ libsql-abstract-perl libstring-shellquote-perl libtext-csv-perl libtimedate-perl \ libuuid-tiny-perl libxml-parser-perl libxml-writer-perl make mysql-server netpbm \ openssh-server preview-latex-style texlive texlive-latex-extra unzip  When prompted, you can always accept the default (hit <Enter>) except when asked for the password for the MySQL "root" user. In case you skipped by it, look above for information on the New password for the MySQL "root" user. When the process finishes, enter # exit  to return to a regular user. ## Accessing Your Server Remotely At this point you can login your server from a remote location using SSH (non secure telnet and FTP are not allowed but secure SSH and SFTP are) but you will probably have to reboot your server for SSH access to take effect. If you are using "SSH Secure Shell" (now called "SSH Tectia"), a popular SSH client for PC's, you may have to add Keyboard Interactive to the list of "Authentication methods" under "Authentication" if it's not already there. You can do almost all (all if you are a unix expert) of the remaining installation from a remote location if you wish. ## Editing Files You can use your favorite editor but we will give instructions assuming you are using the graphical editor gedit. If you are editing files remotely, the terminal mode editor nano is available. ## Installing Perl Modules We now have to install several additional Perl modules which unfortunately are not available from the Debian package system. ### Testing Perl Modules To test if a Perl module is installed and working on your system, issue the following command, replacing Module with the name of the module: $ perl -MModule -e 'print "installed!\n"'


If the module is installed you will see installed!. If not you will see at lot of gibberish. E.g. at this stage in our installation process CPAN is installed and MXML::Parser::EasyTree is not so

$perl -MCPAN -e 'print "installed!\n"'  yields installed!  and $ perl -MXML::Parser::EasyTree -e 'print "installed!\n"'


yields

Can't locate XML/Parser/EasyTree.pm in @INC ...


You can check the version of an installed module by the following command, replacing Module with the name of the module:

 perl -MModule -e 'print "$Module::VERSION\n"'  For example for the GD.pm module  perl -MGD -e 'print "$GD::VERSION\n"'


### Installing Additional Perl Modules from CPAN

Be aware that in rare cases you might have to as root run

$sudo su [sudo] password for wwadmin: <wwadmin password> # unset LANG # exit$


since otherwise the installation of some modules (Module::Build is an example) may fail.

First we will set up CPAN. For this you have to be root.

$sudo su [sudo] password for wwadmin: <wwadmin password> # perl -MCPAN -e shell  Since this is the first time you are using CPAN it will ask you Would you like me to configure as much as possible automatically? Answer Yes (the default) and that should be it. If you are asked for a method to use, choose sudo. If you are asked choose some CPAN mirror sites, you can just answer Yes (the default). Now we update CPAN itself cpan> install Bundle::CPAN  and always hit <Enter> to accept the defaults when prompted. This can be a long process, please be patient. When you again see the cpan>  prompt enter cpan> reload cpan cpan> o conf commit  Now install the following modules cpan> install XML::Parser::EasyTree Iterator Iterator::Util Pod::WSDL  and in case you are prompted accept all defaults by just hitting <Enter>. Note that with more than one module to install, we just list them after install separated by spaces. When you again see the cpan>  prompt enter cpan> exit #  ## Apache 2 and mod_perl First we have to enable a couple Apache modules. Acting as root in a terminal window enter # a2enmod apreq2 # a2enmod info  Next we make a copy of the configuration files for safekeeping. # cd /etc/apache2/mods-available # cp info.conf info.conf.bak1 # cp status.conf status.conf.bak1 # exit$


Now we will edit configuration files info.conf and status.conf to allow us to view information about the setup and performance of the web server. Note that this is not absolutely necessary but it can be very useful. You can use your favorite editor but we will give instructions assuming you are using gedit. Note that you have to be root to edit these files. First we edit info.conf

$cd /etc/apache2/mods-available$ sudo gedit info.conf


I suggest you allow access to server information from e.g. your department domain. To do this uncomment (i.e. remove the # from)

	Require ip 192.0.2.0/24


and then replace 192.0.2.0/24 by .math.yourschool.edu where of course you should edit .math.yourschool.edu appropriately.

Then save the file and quit (Save and File, Quit).

Now we edit status.conf

$cd /etc/apache2/mods-available$ sudo gedit status.conf


Edit the

 #Require ip 192.0.2.0/24


line just as you did for info.conf. Then save the file and quit.

Now we have to set your server's fully qualified domain name. Note that if your network was set up automatically via DHCP, your server's fully qualified domain name should already be set up. You can check by running the hostname commands below.

NOTE TO PIZER: Update this

First we have to install the network manager since it is no longer installed by default in Ubuntu. You can use the Synaptic Package Manager to install gnome-network-admin but the quickest way is to run the command

$sudo apt-get install gnome-network-admin <wwadmin password>  After this is installed 1. To open the network manager select Dash Home and type Network. 2. Click on Network (not the one with the folder icon) 3. Click unlock 4. Enter <wwadmin password> and click Authenticate 5. Click on General 6. Under Host name enter your_server_name (if it's not already there) 7. Then under Domain name enter your server's domain name, something like department.school.edu Next 1. Click on Hosts 2. There should also be an entry with your server's IP address (if not you should add one) 3. Select the entry with your server's IP address and click Properties (NOTE: with 9.04 clicking Properties closed the window. In order to edit an entry I first had to delete and then add it back as a new entry. So here and below you may have to use that method to for editing) 4. Under Aliases you should see your server's fully qualified domain name, something like your_server_name.department.school.edu 5. Add or edit these entries if they are not correct 6. Then click OK 7. And click Close to close Network settings You can check these settings by running the commands $ hostname --fqdn


and

$hostname  The first respond with the fully qualified domain name and the second with just your_server_name. If the command hostname --fqdn returns Unknown host do the following: 1. Select System, Administration, Network 2. Click on Click to make changes 3. Enter <wwadmin password> and click Authenticate 4. Click on Hosts 5. Select the entry with your server's IP address and click Properties 6. Under Aliases you should see your server's fully qualified domain name, something like your_server_name.department.school.edu 7. Select the entry 127.0.0.1 and click Properties 8. Under Aliases make sure you have the following entries in order 1. first your server's fully qualified domain name, something like your_server_name.department.school.edu 2. second your server's name, something like your_server_name 3. third localhost 9. Click Add and add an entry with IP address 127.0.1.1 and under Aliases put your server's fully qualified domain name, something like your_server_name.department.school.edu 10. Then click OK 11. And click Close to close Network settings Then check again by running the commands $ hostname --fqdn


and

$hostname  Note that if your server can not find its fully qualified domain name, certain tools (such as the Synaptic Package Manager) will not start. Now restart Apache $ sudo apache2ctl graceful


or

$sudo service apache2 restart [sudo] password for wwadmin: <wwadmin password>  and test your server by connecting to "http://localhost/" and/or connecting to your server from a browser on a remote machine. You should see the Apache2 Ubuntu Default Page indicating that Apache is running. You can check Apache's status by connecting to "http://localhost/server-status" using a browser on your machine or from a browser on a remote machine in the math.yourschool.edu domain. Further test Apache by connecting to "http://localhost/server-info" using a browser on your machine (or or from a browser on a remote machine in the math.yourschool.edu domain) and you will see a page listing various information about Apache. In particular under Server Settings you should see Server Version: Apache/2.4.7 (Ubuntu) mod_apreq2-20090110/2.8.0 mod_perl/2.0.8 Perl/v5.18.2  indicating that both mod_apreq2 and mod_perl are installed. If you have problems now or in the future, a good first thing to do is to look at the Apache error log which is located at /var/log/apache2/error.log. In the directory /var/log/apache2/ you can "less" through the error log (less error.log), look at the last few entires (tail error.log) or run the command tail -f error.log which will display new error messages as they are appended to the file. Use ^C to break out of tail -f . ## Checking MySQL First check that MySQL is running by $ mysql -u root -p


You should see something very similar to

Welcome to the MySQL monitor.  Commands end with ; or \g.
Your MySQL connection id is 52
Server version: 5.5.38-0ubuntu0.14.04.1 (Ubuntu)
...

Type 'help;' or '\h' for help. Type '\c' to clear the current input statement.


Enter exit to exit

mysql> exit
Bye
$ ## Checking Apache Now connect to "http://localhost/" using a browser on your machine and/or to your server from a browser on a remote machine. You should see the Apache2 Ubuntu Default Page indicating that Apache is running. This is also a good time to check that you can login your server from a remote location using SSH if you have not yet done so (non secure telnet and FTP are not allowed but secure SSH and SFTP are). If you are using "SSH Secure Shell" (now called "SSH Tectia"), a popular SSH client for PC's, you will have to add Keyboard Interactive to the list of "Authentication methods" under "Authentication" if it's not already there. ## MySQL Security and Performance Issuses As initially set up, MySQL is an open system. There are anonymous accounts with full privileges for some databases and other issues. We will fix that now. Run the command sudo mysql_secure_installation [sudo] password for wwadmin: <wwadmin password>  You will be asked to enter the (MySQL) root password <mysql root password>. You almost certainly want to answer 'Y' (which is the default) to all questions except for the first which asks if you want to change the root password. Now test that all is well: $ mysql -u root -p


You should see

Welcome to the MySQL monitor ...
mysql>


Now lets check the MySQL users. There are three or four root accounts, one is root@localhost, one is root@127.0.0.1, one is root@::1 and the fourth may be root@host_name where host_name is the name of your server. To see the accounts, do the following

mysql> SELECT Host, User, Password FROM mysql.user;


You will see a table with four or five users (three or four root and one debian-sys-maint). You should see that all four or five users have passwords (which will be displayed in encrypted form).

Now exit MySQL

mysql> exit
Bye
$ Now we change MySQL's default engine. The default engine is InnoDB as of MySQL 5.5.5 (MyISAM before 5.5.5) but (at least on some hardware) InnoDB seems to be 50-100 times slower than MyISAM. So we will change the default MySQL engine from InnoDB to MyISAM. Note that this change only applies to new tables, tables already constructed will continue to use InnoDB. But we haven't created any WeBWorK tables so we don't have to change the engine for any existing tables. Note: There is a report of a problem using MyISAM by a French speaking professor who changed MySQL's default character set to utf8 (see http://webwork.maa.org/moodle/mod/forum/discuss.php?d=3174). If you change MySQL's default character set, you should research what is the best engine to use. To change the default MySQL engine from InnoDB to MyISAM do the following: $ cd /etc/mysql
$sudo cp my.cnf my.cnf.bak1 [sudo] password for wwadmin: <wwadmin password>$ sudo gedit my.cnf


Search for [mysqld] and under "Basic Settings" above the "user = mysql" line add the line

default-storage-engine = myisam


Then save the file and quit. Restart Mysql

$sudo /etc/init.d/mysql restart [sudo] password for wwadmin: <wwadmin password>  or $ sudo service mysql restart


$mysql -u root -p Enter Password: <mysql root password>  You will see Welcome to the MySQL monitor ... mysql>  If you show MySQL engines, you should see that MyISAM is listed as the default engine. mysql> SHOW ENGINES\G  Now exit mysql> exit Bye$


Ubuntu allows a guest login which we will remove. In a terminal window run the commands

$cd /usr/share/lightdm/lightdm.conf.d$ sudo cp 50-ubuntu.conf 50-ubuntu.conf.bak1
$sudo gedit 50-ubuntu.conf  At the end (below the last line) add the new line allow-guest=false  Then save the file and quit. You have to reboot your server for this to take effect. Congratulate yourself. You are now ready for the next and hopefully easy part, installing WeBWorK. ## Downloading the WeBWorK System Software and Problem Libraries We are finally at the point where we can start downloading and installing WeBWorK. We will use Git to download WeBWorK from Github. This is easy and it will also make it easy to update the system in the future. Note that the following are rather long commands; it is much easier to copy (^C) them from this document and paste (<Shift> <Ctrl> <V>) them in a terminal window $ cd
$cd downloads$ git clone git://github.com/openwebwork/webwork2.git
$git clone git://github.com/openwebwork/pg.git$ git clone git://github.com/openwebwork/webwork-open-problem-library.git
$git clone git://github.com/mathjax/MathJax.git  Important Note. The above commands retrieve the master branch which gives the latest stable release of the software package (webwork2, pg, etc) with bug fixes. If a stable release newer than 2.9 exists, that will be downloaded and these instructions may be a little out of date. So it is a good idea to check before downloading. The best way to do that is to look at https://github.com/openwebwork/webwork2/blob/master/VERSION and https://github.com/openwebwork/pg/blob/master/VERSION. The first and second download gives you the latest released versions. The third download contains the WeBWorK Open Problem Library (OPL) which is the new name for the original National Problem Library (NPL). The NPL has been renamed to reflect its growing international content. Your system will be loaded with many thousands of WeBWorK problems (over 25,000 currently). The fourth download is MathJax which is one of several options WeBWorK has to display mathematics online. The main information page about WebWork downloads is available at http://webwork.maa.org/wiki/Download The main information page about the OPL is available at http://webwork.maa.org/wiki/National_Problem_Library The main information page about MathJax is available at http://www.mathjax.org/ ## Installing WeBWorK Note the the instructions below assume you are installing WeBWorK from scratch. If you are just upgrading WeBWorK, especially if you already have existing WeBWorK courses, see Upgrading WeBWorK. ### Move the System into the Required Directories As root create a webwork directory under /opt, change the ownership of the webwork directory to wwwadmin and move directories there. $ sudo mkdir /opt/webwork
$sudo chown wwadmin:wwadmin /opt/webwork$ mv webwork2 /opt/webwork/
$mv pg /opt/webwork/  Move the mathjax directory to its proper location $ mv MathJax /opt/webwork/


Now create the courses and libraries directories under webwork and copy and move content there

$mkdir /opt/webwork/courses$ mkdir /opt/webwork/libraries
$mv webwork-open-problem-library /opt/webwork/libraries/$ cd /opt/webwork/webwork2/courses.dist
$cp *.lst /opt/webwork/courses/$ rsync -a modelCourse /opt/webwork/courses/


### Setting Permissions

The PG installation directory and files should be owned by wwadmin and not writable by other users:

$cd /opt/webwork/pg$ chmod -R u+rwX,go+rX .


Most WeBWorK directories and files should also be owned by wwadmin and not writable by other users:

$cd /opt/webwork/webwork2$ chmod -R u+rwX,go+rX .


Certain data directories need to be writable by the web server. These are DATA, courses, htdocs/tmp, logs, and tmp. It is convenient to give WeBWorK administrators access to these directories as well, so they can perform administrative tasks such as removing temporary files, creating and editing courses from the command line, managing logs, and so on. We will create a new group called wwdata, containing both the WeBWorK administrators and the web server. Run the commands

$sudo addgroup wwdata <wwadmin password>$ sudo adduser wwadmin wwdata


If there are other users who will also be administering WeBWorK files, now is a good time to add them. To do this

1. Open Dash Home, type User and open User Accounts
3. Click the "+" icon and create the new account
4. And remember to add the new account to the wwdata group as above.

Now add the Apache2 webserver (which runs as www-data) to the wwdata group:

$sudo adduser www-data wwdata  You can check that this succeeded in a terminal window by entering $ id wwadmin


and then you should see wwdata listed under groups. Also

$id www-data  should show wwdata listed under groups. Now we make the WeBWorK directories that need to be writable by the web server have wwdata as their group. The following are rather long commands; you might want to copy them and paste them into your terminal window rather than typing them. $ sudo su
# cd /opt/webwork/webwork2/
# chgrp -R wwdata DATA ../courses htdocs/tmp htdocs/applets logs tmp /opt/webwork/pg/lib/chromatic
# chmod -R g+w DATA ../courses htdocs/tmp htdocs/applets logs tmp /opt/webwork/pg/lib/chromatic
# find DATA/ ../courses/ htdocs/tmp logs/ tmp/ -type d -a -exec chmod g+s {} \;
# exit
$gcc color.c -o color  ## Configuring the Shell To make working with WeBWorK easier, there are a couple of changes you can make to your shell environment. Add the WeBWorK bin directory to your path. This will allow you to run WeBWorK command-line utilities without typing the full path to the utility. Goto your home directory and backup your .bashrc file $ cd
$cp .bashrc .bashrc.bak1  Now edit .bashrc $ gedit .bashrc


After the last line add the three lines:

export PATH=$PATH:/opt/webwork/webwork2/bin export WEBWORK_ROOT=/opt/webwork/webwork2 export PG_ROOT=/opt/webwork/pg  Then save the file and Quit. Close your Terminal Window and open a new one so the above changes take effect. You can check that they have by $ echo $PATH$ echo $WEBWORK_ROOT$ echo $PG_ROOT  ## Checking Module Dependancies WeBWorK includes a script called check_modules.pl that verifies that the needed programs and Perl modules are installed on your system. Run this script to make sure you have installed the required programs and Perl modules. $ check_modules.pl apache2


Scroll up and look through the listing. It should find everything. If something is missing (flagged by **), look back through these instructions to find where it should have been installed and install it.

If you see error messages like

defined(@array) is deprecated at /usr/share/perl5/Mail/Sender.pm line 318.
(Maybe you should just omit the defined()?)
defined(@array) is deprecated at /usr/share/perl5/Mail/Sender.pm line 2693.
(Maybe you should just omit the defined()?)


it means the Ubuntu package we installed above is still using an old and unfortunately deprecated version of Mail::Sender. Install a current version by

sudo perl -MCPAN -e shell
cpan> install Mail::Sender


and accept any defaults. Then

 cpan> exit
$ and finally run $ check_modules.pl apache2


again.

## Configuring WeBWorK

### Making Copies of the Distribution Configuration Files

Before configuring the system, you must make local copies of the site.conf and localOverrides.conf configuration files, located in /opt/webwork/webwork2/conf/ .

$cd /opt/webwork/webwork2/conf$ cp site.conf.dist site.conf
$cp localOverrides.conf.dist localOverrides.conf  ### System Configuration Most WeBWorK configuration is done in the files /opt/webwork/webwork2/conf/site.conf and /opt/webwork/webwork2/conf/localOverrides.conf. These files provide system-wide configuration settings, and defaults for course settings. Any setting in these files can be overridden in the course.conf file for a particular course. To override a setting for a course, just put the new setting (using the same syntax as is in localOverrides.conf) in the course.conf file. An instructor can edit the course.conf file for herself (for her own course) but most things instructors may want to customize and many others (language, timezone, permissions, display modes, email, ...) can be set using the Course Configuration page from within the course and such setting override those in the configuration files. Actually there are three main configuration files, site.conf, defaults.config and localOverrides.conf. The reason there are three configuration files is to make upgrading WeBWorK easier. • site.conf: This file contains global variables which are required for basic configuration. It will not be overridden when you update WeBWoeK but it's distribution version, site.conf.dist will be. • defaults.config: This file contains initial settings for many customizable options in WeBWorK. Do not edit defaults.config. It will be overridden next time you upgrade. • localOverrides.conf This is where you should add all local customizations. It will not be overridden when you update WeBWoeK but it's distribution version, localOverrides.conf.dist will be. There are several options that must be set for WeBWorK to work with your system. The rest of the file consists of customization options. #### Edit the site.conf file Now edit site.conf $ cd /opt/webwork/webwork2/conf
$gedit site.conf  First we have to add information about the Apache2 server setup. Search for server_root_url and edit the line so that it reads: $server_root_url   = "http://yourserver.yourschool.edu";


where of course you should edit yourserver.yourschool.edu appropriately. If you are running a secure server (i.e., using ssl), the url will probably start with https.

We need to set a password that WeBWorK uses when it communicates with the MySQL database. Note that this is not the same as the <mysql root password> which is the password the MySQL root user uses. Search for database_password and replace the line

$database_password = "passwordRW";  by $database_password = "database_password";


WeBWorK sends mail in three instances. The PG system sends mail to report answers to questionnaires and free-response problems. The mail merge module is used to send mail to course participants, i.e. to report scores. The feedback module allows participants to send mail to course instructors.

To send mail, WeBWorK needs the address of an SMTP server. Normally you will use the address of your school's SMTP server. If the local machine is running an SMTP server, use localhost. IMPORTANT: Our instructions above did not install an SMTP server so you will have to install and configure one if you do not use your school's SMTP server. When connecting to the SMTP server, WeBWorK must also send an email address representing the sender of the email (this has nothing to do with the From address on the mail message). Edit the lines

$mail{smtpServer} = ; # e.g. 'mail.yourschool.edu' or 'localhost'$mail{smtpSender} = ;  # e.g.  'webwork@yourserver.yourschool.edu'


entering the appropriate information.

WeBWorK uses the DateTime module. DateTime is supposed to be able to determine the local timezone itself without you having to enter it but this often fails so it is best to just set it here. For is a list of timezones recognized by DateTime go to http://search.cpan.org/dist/DateTime-TimeZone/ . These timezones are more refined than standard timezone usage in that they include switches to daylight savings time (e.g. some parts of a time zone may make the switch and others may not). For example if your server is in the eastern US, on the list you will see DateTime::TimeZone::America::New_York and you should enter $siteDefaults{timezone} = "America/New_York"; which is the default. Read the documentation in this section of the the site.conf file for more information on selecting timezones and formatting dates. Search for $siteDefaults{timezone} and enter your local timezone if it is not correct.

Then save the file and Quit.

#### The defaults.config file

If you want WeBWorK questionnaires or similar things from different courses to be mailed to a central person or persons (e.g. the WeBWorK administrator), in defaults.config, you will see the lines

$mail{allowedRecipients} = [ #'prof1@yourserver.yourdomain.edu', #'prof2@yourserver.yourdomain.edu', ];  But we are not supposed to edit the defaults.config file, so if we want to do this, we will copy this to localOverrides.conf and edit it appropriately. Note that we should move this setting to the site.conf file. #### Edit the localOverrides.conf file $ cd /opt/webwork/webwork2/conf
$gedit localOverrides.conf  As we said above, if you want WeBWorK questionnaires or similar things from different courses to be mailed to a central person or persons (e.g. the WeBWorK administrator), in localoverrides.config, add and then edit the lines $mail{allowedRecipients}     = [
#'prof1@yourserver.yourdomain.edu',
#'prof2@yourserver.yourdomain.edu',
];


removing the # and using the professor(s) actual email address(es). In order to have professors from individual courses receive such email, this should be set in course.conf (which you find in the course directory) to the addresses of professors of each course. Note that the settings in course.conf override the settings in site.conf, default.conf and localOverrides.conf so if in addition you want e.g. the WeBWorK administrators to receive copies, you have to add them as well.

Then save the file and Quit.

After you have used WeBWorK for awhile, you may want to change the default header files in defaults.config. Search for $webworkFiles{screenSnippets}{setHeader} and $webworkFiles{hardcopySnippets}{setHeader} in localOverrides.config. Settings in the conf and config files affect all WeBWorK courses. You can override any setting in these conf and config files for an individual course by putting the local setting in course.conf.

Also now there are several versions of the classlist editor, homeworkset editor, library browser and pgproblem editor. Which ones are available in a course is determined by the settings for %showeditors in localOverrides.conf. As above, if you want to customize what is available for an individual course (e.g. one professor may want to try out the new editors and others may not), copy the %showeditors structure to course.conf and then edit it to make available the desired editors.

### Set up the webwork database

WeBWorK uses a single database, called webwork, for all courses. We will create the webwork database now.

To do this do the following (before you just copy, paste and hit <Enter> notice that you have to replace database_password with the password you set when editing site.conf above):

$mysql -u root -p Enter password: <mysql root password> mysql> CREATE DATABASE webwork; mysql> GRANT SELECT, INSERT, UPDATE, DELETE, CREATE, ALTER, DROP, LOCK TABLES ON webwork.* TO webworkWrite@localhost IDENTIFIED BY 'database_password'; mysql> exit Bye$


where as we said replace database_password with the password you set when editing site.conf above.

### MathJax

General information on MathJax can be found at http://www.mathjax.org/ and general installation instructions are at http://www.mathjax.org/resources/docs/?installation.html . MathJax is already installed in the location /opt/webwork/MathJax and a link (called mathjax) to this directory is placed in /opt/webwork/webwork2/htdocs/ .

### Configuring Apache

WeBWorK ships with an Apache config file that needs to linked into your Apache configuration process. The file is named webwork.apache2.4-config.dist and located in the conf directory. First, copy the file to webwork.apache2-config:

$cd /opt/webwork/webwork2/conf$ cp webwork.apache2.4-config.dist webwork.apache2.4-config


$sudo su [sudo] password for wwadmin: <wwadmin password> # cd /etc/apache2/conf-enabled # ln -s /opt/webwork/webwork2/conf/webwork.apache2.4-config webwork.conf  Now we change apache2 so that it will use the prefork mpm. # cd /etc/apache2/mods-enabled # rm mpm_event.conf # rm mpm_event.load # ln -s ../mods-available/mpm_prefork.conf mpm_prefork.conf # ln -s ../mods-available/mpm_prefork.load mpm_prefork.load  Next we will make a few changes to Apache's default configuration. We need to edit two files and we will save copies of the original files. # cd /etc/apache2/ # cp apache2.conf apache2.conf.bak1 # exit$ cd /etc/apache2/
$sudo gedit apache2.conf  Search for the line Timeout 300  and replace it by Timeout 1200  Then save the file and quit. $ sudo su
# cd /etc/apache2/mods-available/
# cp mpm_prefork.conf mpm_prefork.conf.bak1
# exit
$cd /etc/apache2/mods-available/$ sudo gedit mpm_prefork.conf


Search for the lines

    MaxRequestWorkers        150
MaxConnectionsPerChild   0


Which occur under <IfModule mpm_prefork_module> and replace them by

# For WeBWorK a rough rule of thumb is 20 MaxRequestWorkers per 1 GB of memory
MaxRequestWorkers        20
MaxConnectionsPerChild   100


where you should set MaxRequestWorkers depending on the amount of memory your server has using the above rule of thumb.

Then save the file and quit.

Finally we copy WeBWorK's icon file favicon.ico to Apache's www directory.

$sudo cp /opt/webwork/webwork2/htdocs/favicon.ico /var/www/html [sudo] password for wwadmin: <wwadmin password>  Now stop and start Apache. We do it this way to make sure the MPM gets changed. $ sudo service apache2 stop
$sudo service apache2 start  ## Test your configuration 1. Test the /webwork2 location by visiting http://yourserver.yourschool.edu/webwork2. You should see the WeBWorK home page with no courses listed. Actually the directory /opt/webwork/courses/ does contain the modelCourse but the modelCourse is not a real course so you will get an error message if you try to log into it. It will be used a as model for setting up other courses. For this reason /opt/webwork/courses/modelCourse/ contains a file named hide_directory and so the modelCourse is not visible. 2. Test the /webwork2_files location by visiting http://yourserver.yourschool.edu/webwork2_files. You should see the "WeBWorK Placeholder Page". 3. You cannot test the /webwork2_course_files location until you have created a course. ## If Something is Wrong If something is wrong one of the first things to check is that the config files have been edited correctly (e.g. one time a wrapped line in localOverrides.conf caused me problems, another time it was a missing single quote). A quick way to check this is to do a diff between the edited and distributed versions and check that diff reports the changes you made and only those. Another thing is to look at the Apache error log which is located at /var/log/apache2/error.log. $ cd /etc/apache2/
$diff apache2.conf apache2.conf.bak1$ cd /opt/webwork/webwork2/conf/
$diff site.conf site.conf.dist$ diff localOverrides.conf localOverrides.conf.dist
$diff webwork.apache2.4-config webwork.apache2.4-config.dist  If something is wrong and you fix it, you will have to restart Apache for the changes to take effect $ sudo service apache2 restart


Course Administration gives information about creating courses. Here we will give explicit instructions for doing this.

$newgrp wwdata$ umask 2
$cd /opt/webwork/courses$ /opt/webwork/webwork2/bin/addcourse admin --db-layout=sql_single --users=adminClasslist.lst --professors=admin


### Updating the OPL

The following assumes you have already installed the OPL. For that see #Install the Open Problem Library below. Now check for updates to the Open Problem Library:

cd /opt/webwork/libraries/webwork-open-problem-library
git remote show origin


This will print several lines of data, but the last line will tell you if your copy is up to date or out of date. If it is out of date, run

git pull origin


Then rerun the OPL-update script. Updating the OPL is pretty much risk free since changes usually involve only a relatively small number of individual problems and the vast majority of problems remain unchanged. Updating the OPL does not require restarting apache2.

$OPL-update  ### Updating MathJax cd /opt/webwork/MathJax/ git remote show origin  This will print several lines of data, but the last line will tell you if your copy is up to date or out of date. If it is out of date, run git pull origin  Updating MathJax is usually very safe and does not require restarting apache2. ## Starting and Stopping Apache, MySQL and the GNOME desktop GUI If you make changes to the system, you will have to restart apache2 before the changes take effect. On rare occasions you may need to restart MySQL. ### Starting and Stopping Apache You have to run these commands as root. To start or restart (i.e. stop and then start) the apache2 webserver run the command $ sudo apache2ctl graceful


You can also start apache2 by

$sudo apache2ctl start [sudo] password for wwadmin: <wwadmin password>  and restart it with $ sudo apache2ctl restart


restart is less graceful but more powerful than graceful. Sometimes graceful fails to kill all apache2 child processes.

To stop the Apache webserver run the command

$sudo apache2ctl stop [sudo] password for wwadmin: <wwadmin password>  Stopping and then starting Apache should definitely kill all apache2 child processes. You can also start or stop apache2 by using the init.d script apache2. Run $ sudo /etc/init.d/apache2


or equivalently

$sudo service apache2 [sudo] password for wwadmin: <wwadmin password>  and you will get a list of allowed commands (start, stop, restart, etc). ### Starting and Stopping MySQL You have to run these commands as root. To start the MySQL server run the command $ sudo /etc/init.d/mysql start


To stop the MySQL server run the command

$sudo /etc/init.d/mysql stop [sudo] password for wwadmin: <wwadmin password>  To restart the MySQL server run the command $ sudo /etc/init.d/mysql restart


### Starting and stopping the GNOME desktop GUI

The GNOME desktop is automatically started when the system boots.

To stop GNOME so that you only have a standard terminal window run the following in a standard terminal window

$sudo /etc/init.d/lightdm stop [sudo] password for wwadmin: <wwadmin password>  After doing this, if you need to use the server for terminal input, type <Ctrl><Alt><F1> to get a command line terminal. If you stopped GNOME and want to restart it run the following in a standard terminal window $ sudo /etc/init.d/lightdm start


## Install the WeBWorK Problem Libraries

Before we create a real course we will install the WeBWorK Problem Libraries.

### Install the Open Problem Library

The Open Problem Library consists of both WeBWorK problems and methods for searching and selecting problems. Also it contains as sub libraries many of the other standard libraries. We have to load a database for searching it.

Run the OPL-update script.

$OPL-update  This has to convert a lot of data for over 30,000 problems so please be patient; it can take a long time. If at some time in the future you want to upgrade the Problem Library, the process is simpler. Optionally remove the previous copy of the library, unpack the new copy in the same place, and run OPL-update. Finally we put a link to the Open Problem Library in the modelCourse so that when we create courses copying templates from the modelCourse, the OPL will be available. $ cd /opt/webwork/courses/modelCourse/templates/
$ln -s /opt/webwork/libraries/webwork-open-problem-library/OpenProblemLibrary Library  ### Set up the access to the Contrib directory The Contrib directory contains contributions to the OPL that have not been formally accepted into the main collection of OPL problems. This may be because the contribution is recent and has not yet been reviewed or because the problems are not properly tagged as is the case with the CAPA problem collection. This step creates a button in the Library Browser which gives a direct link to the Contrib directory. We need to edit localOverrides.conf. $ cd /opt/webwork/webwork2/conf
$gedit localOverrides.conf  Search for courseFiles{problibs} and under the line  Library => "OPL Directory",  add the line  ContribDir => "Contrib",  Then save the file and quit. We next put a link to the Contrib directory in the modelCourse so that when we create courses copying templates from the modelCourse, the Contrib directory will be available. $ cd /opt/webwork/courses/modelCourse/templates/
$ln -s /opt/webwork/libraries/webwork-open-problem-library/Contrib ContribDir  ### Set up the Rochester and Union Libraries This step is optional. It creates buttons in the Library Browser which give direct links to the Rochester and Union libraries. If you don't do this, you can find these libraries and others under the NPL Directory button. First we need to edit localOverrides.conf one last time $ cd /opt/webwork/webwork2/conf
$gedit localOverrides.conf  Search for courseFiles{problibs} and scroll down several lines to the lines # rochesterLibrary => "Rochester", # unionLibrary => "Union",  Uncomment these lines (i.e. remove the #) so they become  rochesterLibrary => "Rochester", unionLibrary => "Union",  Then save the file and quit. We next put links to the Rochester and Union Libraries in the modelCourse so that when we create courses copying templates from the modelCourse, these libraries will be available. Skip this step if you usually only want to use National Problem Library. Note that the Rochester, Union and other libraries are contained in the National Problem Library and are accessible from there under the NPL Directory button in the Library Browser. This step simply creates buttons in the Library Browser so that you can access the Rochester and Union libraries directly. $ cd /opt/webwork/courses/modelCourse/templates/
$ln -s /opt/webwork/libraries/webwork-open-problem-library/OpenProblemLibrary/Union unionLibrary$ ln -s /opt/webwork/libraries/webwork-open-problem-library/OpenProblemLibrary/Rochester rochesterLibrary


If you want to put another library into the modelCourse, just do the analogous thing. If you just want the additional library in a particular course, add the link in the templates directory of that course. If you look in the directory /opt/webwork/libraries/webwork-open-problem-library/OpenProblemLibrary/ you might find other libraries that are not yet listed in global.conf and these can be added in the same way as the Rochester and Union libraries. Finally if you add a library with non standard symbols in the name (e.g. uva-statLibrary) you have to use single quotes when adding it to global.conf, e.g.
'uva-statLibrary' => "UVA-Stat",
It's easier to just avoid such names.

### Install and Set Up the CAPA Library

This step is optional. It installs and sets up the CAPA Library, which is a library of physics problems.

Note: We are in the process of integrating the CAPA problems into the main distribution so some of the details below may change.

Move the CAPA graphics files to the required locations and set the group.

$cd /opt/webwork/libraries/webwork-open-problem-library/Contrib/CAPA$ mv CAPA_Graphics /opt/webwork/webwork2/htdocs/
$sudo chgrp -R wwdata /opt/webwork/webwork2/htdocs/CAPA_Graphics [sudo] password for wwadmin: <wwadmin password>$ sudo chmod -R g+w /opt/webwork/webwork2/htdocs/CAPA_Graphics


We need to edit localOverrides.conf again

$cd /opt/webwork/webwork2/conf$ gedit localOverrides.conf


Search for courseFiles{problibs} and scroll down several lines to the line

#      capaLibrary      => "CAPA",


Uncomment this line (i.e. remove the #) so it becomes

      capaLibrary      => "CAPA",


Now just below this section and above the Permission levels section copy and paste in the following section:

################################################################################
#Locations of CAPA resources. (Only necessary if you need to use converted CAPA problems.)
################################################################################

$pg{specialPGEnvironmentVars}{CAPA_Tools} = "/opt/webwork/libraries/webwork-open-problem-library/Contrib/CAPA/macros/CAPA_Tools/";$pg{specialPGEnvironmentVars}{CAPA_MCTools}           = "/opt/webwork/libraries/webwork-open-problem-library/Contrib/CAPA/macros/CAPA_MCTools/";
$pg{specialPGEnvironmentVars}{CAPA_GraphicsDirectory} = "$webworkDirs{htdocs}/CAPA_Graphics/";
$pg{specialPGEnvironmentVars}{CAPA_Graphics_URL} = "$webworkURLs{htdocs}/CAPA_Graphics/";


Then save the file and Quit.

There is one final step that is needed. We have to put a link in the templates directory of every course that needs access to the CAPA Library. If you want to have every course you create have access to the CAPA Library (unlikely unless you are in a physics department) put the link in the modelCourse

$cd /opt/webwork/courses/modelCourse/templates/$ ln -s /opt/webwork/libraries/webwork-open-problem-library/Contrib/CAPA/   capaLibrary


More likely you just want to do this for individual courses. We don't have any yet. But for example after creating myTestCourse below, to set up access to the CAPA Library from myTestCourse, do the following

$cd /opt/webwork/courses/myTestCourse/templates/$ sudo ln -s /opt/webwork/libraries/webwork-open-problem-library/Contrib/CAPA/   capaLibrary


and do the analogous thing for every course that needs access to the CAPA Library. Then to gain access to the CAPA Library from the course, simply go to the Library Browser and click on the CAPA button.

## Create Your First Actual Course

Since we have edited site.conf and localOverrides.conf and these are critical files, it would be a good idea to run

$cd /opt/webwork/webwork2/conf$ diff site.conf site.conf.dist
$diff localOverrides.conf localOverrides.conf.dist  and check that you haven't made any mistakes (e.g. by introducing an inadvertent line break, etc). If there are any mistakes, correct them. Remember that any time you change either of these files you must restart the Apache webserver in order for these changes to take effect. Since we have edited global.conf extensively and haven't restarted Apache we do so now. $ sudo apache2ctl graceful


Now log into the admin course ( http://yourserver.yourschool.edu/webwork2/admin ) as yourself or admin and

1. click on Add Course
2. For Course ID enter myTestCourse
3. For Course Title enter My Test Course
5. Leave Add WeBWorK administrators to new course checked
7. Copy templates from: modelCourse (the default action)
8. Select sql_single for the database layout (the default and only choice)
9. Click on Add Course
10. Click Log into myTestCourse

and log in either as admin or yourself (if you added yourself as an additional instructor above).

At some point you will probably want to "hide" myTestCourse from general view but you already know how to do that.

## Test that Things are Working Properly

We will test out a few important parts of WeBWorK. If you run into problems, you should look at the Apache error log which is located at /var/log/apache2/error.log.

Click on Hmwk Sets Editor2 on the Main Menu. Then select Import, select setDemo.def from the from drop down list and select all current users from the assigning this set to drop down list. Then hit Take Action!

Now click on Homework Sets on the Main Menu and click on Demo. Then look at the problems. Mathematical equations should be typeset. If not, edit the file Constants.pm in the directory /opt/webwork/webwork2/lib/WeBWorK. Change the line $WeBWorK::PG::ImageGenerator::PreserveTempFiles = 0; to ...::PreserveTempFiles = 1;. Then restart Apache and view the first couple problems or some new ones. Then look in the directory /opt/webwork/webwork2/tmp/. cd to one of the ImageGenerator.../tmp/ directories and look at the error and log files there. When you fix the problem remember to edit ...::PreserveTempFiles = 1; back to 0 and restart Apache or you will be saving a lot of unnecessary files. Another useful trick is to try downloading a hard copy of an assignment and then (assuming there are errors) looking at the various log files that are linked to on the output page. When you continue looking at problems you will probably get an error when you try to look at Problem 6 unless you have configured the CAPA Library and macros which are required to display CAPA problems. Unless you are teaching physics you probably don't need them. Also in Problem 9 the Java applet will not load. Problem 9 was written in the 90's and used an applet on a server at The Johns Hopkins University. The server went away a long time ago but we have retained this problem for historical reasons and also because it is a example of several things (e.g. WeBWorK problems can include applets running on remote servers but this can lead to other problems). Next click on up to bring back the Problem List Page and click on Download PDF .... The page is a little complicated because you are a professor (students see a very simple page) but you can just scroll to the bottom and click on Generate hardcopy for selected users and selected sets. You may get an error (because of the bad Problem 6) but just click Download Hardcopy to get what was generated. Also you can see links to various informational files that are available if you run into problems (normally these files are removed if there are no errors). If you want to preserve these tmp files, set $WeBWorK::ContentGenerator::Hardcopy::PreserveTempFiles to 1 in the file Constants.pm in the directory /opt/webwork/webwork2/lib/WeBWorK and then restart Apache. Remember to set this back to 0 after debugging.

Another thing to do is to use Email on the Main Menu. Again this page is a little complicated because you can do a lot of things with it (including mail merge) but at this point just select yourself in the list to the right and hit Send Email at the bottom. You should receive two emails. One is the message you just sent and the other is an email with subject "WeBWorK email sent" giving information on your mailing.

As a final test click on Library Browser on the Main Menu. Click Problem Library  and select a Subject, Chapter and Section and then hit View Problems. The first 20 of your selected problems will be displayed. You can also test that you can access any additional Problem Libraries that you installed.

If all the above tests work, you can be pretty confident that WeBWorK is working properly.

Go back to Hmwk Sets Editor on the Main Menu. Then select Import, select setOrientation.def from the from drop down list and select all current users from the assigning this set to drop down list. Then hit Take Action!. Then go through the Orientation problems. This is a good first set to use for introducing students to WeBWorK.

If you are new to WeBWorK, you should probably add a regular student to myTestCourse and log in as that student to see what the student interface looks like. It's much simpler than the professor interface. Click on Classlist Editor2 on the Main Menu. Then select Add and hit Take Action!. Add one student, say Jane Smith, with Student ID 1234 and Login Name jsmith. Jane Smith's initial password will be her Student ID 1234. Now login as Jane Smith and play around a little.

## Optional Configurations

Optional A stores WeBWorK's "temporary" files in a separate partition (or directory). Optional B installs and configures a lightweight webserver to serve static files. Optional C configures Apache so that access to WeBWorK will be through SSL.

### Implement Optional A (wwtmp)

Now is the time to implement Optional A if you choose to do so. Actually you can do this at any time and your active courses will continue to function seemingly without change. The only change behind the scenes will be that temporary files will be stored in a different location. Note that if you want to use this option but did not create wwtmp as a separate partition, you first have to create the directory /var/www/html/wwtmp with the command

sudo mkdir /var/www/html/wwtmp


All of WeBWorK's "temporary" files will be stored under /var/www/html/wwtmp. These are mostly small files such as png images of equations, pdf files, etc that may be reused but if they are not present (e.g. if they get deleted) they will be seamlessly regenerated on the fly. There is no reason to back up such files and having them in a separate partition or directory means that it is easier and faster to back up other partitions and skip backing up unnecessary files. Even if you do not want to set up a separate partition for this, it is very convenient to at least set up a separate directory for these temporary files and we recommend that yo do so.

First we set the group and permissions for the wwtmp directory

$sudo su [sudo] password for wwadmin: <wwadmin password> # cd /var/www/html # chown wwadmin wwtmp # chgrp wwdata wwtmp # chmod ug+w wwtmp # chmod g+s wwtmp # exit$


Next we have to edit localOverrides.conf so that WeBWorK uses the new wwtmp directory. Since we have a working WeBWorK system, first we make a backup copy of localOverrides.conf.

$cd /opt/webwork/webwork2/conf$ cp localOverrides.conf localOverrides.conf.bak1
$gedit localOverrides.conf  Now edit localOverrides.conf. Search for the line # Directory for temporary files  and under that find the line # To implement, uncomment the following 6 lines:  Then uncomment (i.e. remove the # symbol) from the 6 lines #$webworkDirs{htdocs_temp}  =  '/var/www/html/wwtmp';
#$webworkURLs{htdocs_temp} = '/wwtmp'; #$webworkDirs{equationCache} = "$webworkDirs{htdocs_temp}/equations"; #$webworkURLs{equationCache} = "$webworkURLs{htdocs_temp}/equations"; #$courseDirs{html_temp}  =  "/var/www/html/wwtmp/$courseName"; #$courseURLs{html_temp}   = "/wwtmp/$courseName";  IMPORTANT NOTE. Apache 2.4 has changed the default location of the document root from /var/www to /var/www/html and we are in the process of updating the file localOverrides.conf.dist to reflect this. If your copy of this file does not have /html in the two lines above, then in addition to uncommenting the 6 lines you also have to add /html in two places. Then save the file and quit. If you look at the wwtmp directory you will find it empty but after you restart apache and then access some WeBWorK problems, you will find temporary directories and files in wwtmp. Remember your have to restart apache for these changes to take effect. #### Using Cron Jobs to remove temporary files It is a good idea to clean out temporary files on a regular automatic schedule. Also pdf copies of downloaded problem sets are saved in a temporary directory (wwtmp/.../hardcopy) so that they can be downloaded from the web. But after the download, the pdf file remains and is visible from the web if one knows the URL. For this reason we recommend deleting all such files that are over one hour old. Similarly we recommend deleting all png, gif, and html links under wwtmp that are over 30 days old. And finally every week we recommend deleting all equation images that are over 14 days old. The following cron jobs will accomplish this. The first is run every 30 minutes, the next three twice a month and the last one weekly on Sunday morning. These cron jobs should be run as root. We use crontab to edit the crontab file: $ sudo su
# crontab -e


WEBWORK_ROOT=/opt/webwork/webwork2
*/30 * * * *  find /var/www/html/wwtmp/*/hardcopy/*  -mmin +60  -name "*" -delete
5 5 1,15 * *  find /var/www/html/wwtmp/*/gif/  -mtime +30  -name "*" -delete
5 5 2,16 * *  find /var/www/html/wwtmp/*/png/  -mtime +30  -name "*" -delete
5 5 3,17 * *  find /var/www/html/wwtmp/*/html/  -mtime +30  -name "*" -delete
4 5 * * 0 /opt/webwork/webwork2/bin/remove_stale_images --delete --days 14


and save the file and quit

# exit
$ ### Implement Optional B (lighttpd) As is the case for Optional A you can implement Optional B at any time and your active courses will continue to function seemingly without change. The only change behind the scenes will be that static images, pages and MathJax will be served by a light weight web server. First we install the light weight webserver lighttpd 1. Open the Synaptic Package Manager (select Dash Home and type Synaptic and click on the Synaptic Package Manager icon). You will have to enter the <wwadmin password>. The Synaptic Package Manager window will open). 2. Select Search 3. Search for lighttpd and select it 4. In the pop up window Mark additional required changes? click Mark to accept the requirements. 5. Now click Apply and Apply again to confirm the changes. You can now quit the Synaptic Package Manager. Now we configure lighttpd. First let's make a backup of the configuration file. $ cd /etc/lighttpd
$sudo cp lighttpd.conf lighttpd.conf.bak1 [sudo] password for wwadmin: <wwadmin password>  Now edit lighttpd.conf. $ sudo gedit lighttpd.conf


Ubuntu has changed the default document root from /var/www to /var/www/html so we set this for lighttpd as well. Find the line

server.document-root        = "/var/www"


and replace it by

server.document-root        = "/var/www/html"


Apache2 is listening on port 80 so we need an alternate port for lighttp to listen to. Standard alternate ports for this are usually 81, 8000, or 8080. 8080 is the only port that is listed as an official alternate at http://en.wikipedia.org/wiki/List_of_TCP_and_UDP_port_numbers . Note that in rare cases an installation may block httpd requests to port 8080. If any of your students report that they can not see graphics, they will have to request that access to requests to port 8080 be allowed.

Find the line

server.port        = 80


and replace it by

server.port        = 8080


Now we make a few more changed that allow MathJax to run under lighttpd. In the section  server.modules = (, under the line

 #       "mod_rewrite",


"mod_setenv",


Then below the closing parentheses and above the line

server.document-root        = "/var/www/html"


setenv.add-response-header = ( "Access-Control-Allow-Origin" => "*" )
alias.url = ( "/webwork2_files" => "/opt/webwork/webwork2/htdocs/" )


Then save the file and quit.

Now restart lighttp

$sudo /etc/init.d/lighttpd restart  Note that you can just run /etc/init.d/lighttpd to get a list of all options. Now test your server by connecting to "http://localhost:8080/" and/or connecting to your server from a browser on a remote machine ("http://yourserver.yourschool.edu:8080/"). You should see the Apache2 Ubuntu Default Page indicating that lighttp is running. Test the /webwork2_files location by visiting "http://localhost:8080/webwork2_files" and/or "http://yourserver.yourschool.edu:8080/webwork2_files</code>. You should see the "WeBWorK Placeholder Page". Next we configure WeBWorK to take advantage of lighttp. First let's make a backup copy of localOverrides.conf  so that we can easily back out of these changes if necessary. $ cd /opt/webwork/webwork2/conf
$cp localOverrides.conf localOverrides.conf.bak2  Now edit localOverrides.conf. Note that while Optional B is independent of Optional A, we assume most people implementing Optional B will have already implemented Optional A. Therefore we give instructions for editing localOverrides.conf assuming that Optional A has been implemented. If this is not the case, modify the instructions below accordingly. Also replace yourserver.yourschool.edu with the correct address. # gedit localOverrides.conf  Find the line $webworkURLs{htdocs_temp}   = '/wwtmp'


and replace it by

#$webworkURLs{htdocs_temp} = '/wwtmp';$webworkURLs{htdocs_temp}   = 'http://yourserver.yourschool.edu:8080/wwtmp';


Find the line

$courseURLs{html_temp} = "/wwtmp/$courseName";


and replace it by

#$courseURLs{html_temp} = "/wwtmp/$courseName";
$courseURLs{html_temp} = "http://yourserver.yourschool.edu:8080/wwtmp/$courseName";


Under this line add the lines

# Location of MathJax script, used for the MathJax display mode.
$webworkURLs{MathJax} = "http://yourserver.yourschool.edu:8080/webwork2_files/mathjax/MathJax.js?config=TeX-MML-AM_HTMLorMML-full";  Then save the file and quit. Now restart apache and lighttp. $ sudo apache2ctl graceful
$sudo /etc/init.d/lighttpd restart  To test things go to your test course http://yourserver.yourschool.edu/webwork2/myTestCourse/. Log into your course and view a problem with typeset equations (e.g. Problem 1 of the Demo set). Right click on the typeset equation and click on Properties (or whatever is appropriate on your browser, e.g. copy image location) and check that the image is being served from port 8080 (something like http://yourserver.yourschool.edu:8080/wwwtmp/equations/...). To test that MathJax is using lighttpd, first change the display mode to MathJax and then view a problem with some typeset equations. Right click on the equation and you should see the MathJax menu. Next look at the source code for the page and in the source, search for mathjax.js. You should see that this is being loaded from port 8080. ### Disabling Optional B (lighttpd) for a single course If your server is hosting courses from different institutions, you may find that you need to disable using lighttpd for a single course, e.g. because the institution blocks access to port 8080. Actually since port 8080 is an "official" alternate httpd port, you should first try to get the network administrators at the institution to grant access to port 8080. Failing this, you can disable using lighttpd and instead use apache for a single course by adding the following lines to the end of the course's course.conf file which is located in the top level directory for the course (usually /opt/webwork/courses/course_name). Note that using apache instead of lighttpd will put a slightly larger load on the server. # Do not use lightppd (port 8080) for this course$webworkURLs{htdocs_temp}   = '/wwtmp';
$courseURLs{html_temp} = "/wwtmp/$courseName";
$webworkURLs{equationCache} = "$webworkURLs{htdocs_temp}/equations";
$webworkURLs{MathJax} = "$webworkURLs{htdocs}/mathjax/MathJax.js?config=TeX-MML-AM_HTMLorMML-full";


### Implement Optional C (SSL)

Optional C configures apache so that access to WeBWorK will be through an encrypted Secure Sockets Layer (SSL) with an https: URL. Note that if you implemented Optional B, the non encrypted lighttp server will be used for images, etc so we will also have to set up the lighttp server to run under SSL (see below).

I cribbed these directions from several sources, the main one being https://www.digitalocean.com/community/tutorials/how-to-create-a-ssl-certificate-on-apache-for-ubuntu-14-04.

First we have to obtain an official SSL certificate or generate a self-signed one which can be used for testing purposes. If students will be using your server, it is better to obtain an official SSL certificate since using a self-signed certificate with cause warning messages to be displayed when students connect to the server.

#### Obtain an Official SSL Certificate

Talk to the networking group on your campus about obtaining an official certificate. You can find information on the net about certificate providers, e.g. http://www.sslshopper.com/certificate-authority-reviews.html .

The certificate goes in /etc/ssl/certs/ and the key file goes in /etc/ssl/private/.

#### Create a self-signed Certificate

We can create a key and certificate with the following command

sudo openssl req -x509 -nodes -days 365 -newkey rsa:2048 -keyout /etc/ssl/private/apache.key -out /etc/ssl/certs/apache.crt


Enter the requested information. Important: when you are prompted for the Common Name enter your server's fully qualified domain name, something like yourserver.yourschool.edu. You can leave most of the items blank.

#### Set up Apache to use SSL

First we enable the mod_ssl module

$sudo a2enmod ssl [sudo] password for wwadmin: <wwadmin password>  Now we have to configure Apache to use SSL. $ cd /etc/apache2/sites-available/
$sudo cp default-ssl.conf default-ssl.conf.bak1 [sudo] password for wwadmin: <wwadmin password>$ sudo gedit default-ssl.conf


Our self-signed certificate and key files are named apache.crt and apache.key. If you are using official files, put their names in the lines below. You will also have to edit the Certificate Chain, Certificate Authority and possibly other items. Instructions for doing so are beyond the score of this document.

Search for the lines

SSLCertificateFile      /etc/ssl/certs/ssl-cert-snakeoil.pem
SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key


and replace them by

SSLCertificateFile      /etc/ssl/certs/apache.crt
SSLCertificateKeyFile /etc/ssl/private/apache.key


Then save the file and quit. And enable default-ssl.conf

sudo a2ensite default-ssl.conf


Finally we restart Apache

sudo service apache2 restart


and test things. Connect to https://yourserver.yourschool.edu/webwork2/myTestCourse You will be asked to accept the certificate. After you do so things should work just as before except that the connection will be via https except for images, etc if you using lighttp. In that case, viewing math expressions in image mode should work fine but using MathJax mode will fail. We will fix that below.

#### Redirect http requests to https

Assuming that everything is working, the last thing we do is set things up so that requests to http://yourserver.yourschool.edu/webwork2/ are automatically redirected to https://yourserver.yourschool.edu/webwork2/.

$cd /etc/apache2/sites-available$ sudo cp 000-default.conf 000-default.conf.bak1
$sudo gedit 000-default.conf  In the <VirtualHost *:80>  section just under the line DocumentRoot /var/www/html  add the line Redirect permanent /webwork2 https://yourserver.yourschool.edu/webwork2  where of course you should edit yourserver.yourschool.edu appropriately. Then save the file and quit. Restart Apache $ sudo service apache2 restart


and try connecting to http://yourserver.yourschool.edu/webwork2/. The real connection should be through https://yourserver.yourschool.edu/webwork2/.

#### Check site.conf

This is important. We have to check the value of $server_root_url in webwork2/conf/site.conf to make sure it uses http (not https so it should read e.g. http://yourserver.yourschool.edu). If we don't do this, your will run into strange problems in the Library Browser. Note that this problem will hopefully be fixed soon. Just in case it gets fixed and we neglect to update these directions, you might want to test using $server_root_url = https://yourserver.yourschool.edu


Then open the Library Browser, select a subject and then click on the chapter area. If you see a drop down list of chapters, things are working properly. If not, use

$server_root_url = http://yourserver.yourschool.edu  Now we check and edit if necessary site.conf cd /opt/webwork/webwork2/conf gedit site.conf  In the line $server_root_url = ...


replace https by http if necessary (it shouldn't be unless you edited this before). Then save the file, quit and restart apache

sudo service apache2 restart


#### Configure lighttpd to use SSL

For lighttpd you need to concatenate the key file and the certificate file into a single pem file by running the following command:

$sudo su [sudo] password for wwadmin: <wwadmin password> # cd /etc/ssl/private # cat apache.key ../certs/apache.crt > apache.pem # chmod 640 apache.pem # exit$


If you are using official certificates, you will also have to edit the Certificate Chain, Certificate Authority and possibly other items. Instructions for doing so are beyond the score of this document. See e.g. http://redmine.lighttpd.net/projects/lighttpd/wiki/Docs_SSL

Now edit lighttpd.conf.

$sudo gedit lighttpd.conf [sudo] password for wwadmin: <wwadmin password>  Under the line server.port = 8080  add the following $SERVER["socket"] == "yourserver.yourschool.edu:8443" {
ssl.engine = "enable"
ssl.pemfile = "/etc/ssl/private/apache.pem"
}


Then save the file and quit.

And restart lighttpd.

$sudo service lighttpd restart password:<wwadmin password>  Finally we have to edit localOverrides.conf. We will assume you have already set up WeBWorK to use lighttpd as described in section Implement Optional B (lighttpd) above. Assuming that, edit localOverrides.conf $ cd /opt/webwork/webwork2/conf
$gedit localOverrides.conf  and replace all occurrences of 8080 by 8443 (one occurrence in three different lines). Then in these same three lines replace http by https . Then save the file and restart apache $ sudo service apache2 restart


and test that all is well by viewing a page with math expressions using MathJax mode.

## Where to go From Here

You should play around with myTestCourse e.g. click on Library Browser and browse the Problem Library.

Under Categories below click on Administrators to see a listing of other WeBWorK documentation for system administrators.

-- Main.ArnoldPizer - 1 July 2014