Installation Guide

This Installation Guide is for someone who has a working knowledge of AWS and wants to jump right in or someone who is planning to host Content Controller on a different platform (such as Azure, Google Cloud, bare metal, etc). If you want detailed deployment steps for AWS, take a look at the Deploying in AWS section.

Before you start, read through the Requirements, Hosting at Scale, and Deploy Tools Reference sections, and make sure you have a good understanding of how the Ansible playbooks are structured.

Prepare Your Infrastructure

1. Setup your hosting environment
   • Public and private subnets
   • Shared storage for content (such as an NFS or S3 compatible object storage)
   • Load balancer
   • Content delivery network
2. Create your control server
   • Running Ubuntu 14.04 or greater
   • Accessible via SSH
   • Has privileged access to your application servers

Prepare Your Control Server

1. SSH to your control server.
2. Install git.
3. Run git clone https://github.com/RusticiSoftware/ContentController-PublicDeploy.git.
4. Change to the ContentController-PublicDeploy folder.
5. Checkout the appropriate branch for your release, e.g. git checkout v3.0.268. Refer to our release notes for the latest version number.
6. Run ./bootstrap.sh to install Ansible, python, boto, and other dependencies.
7. Copy the keypair.yml file provided by Rustici into group_vars/keypair.yml.
8. Run ./setup.sh cc.example.com, but replace cc.example.com with your FQDN for Content Controller.
9. Take note of the DB mysql_root user and password from group_vars/env.yml.

Prepare Your Database

1. Setup your MySQL using the root username and password copied from the last steps.
2. Apply the following settings:

Binary Logging of Stored Programs

If you're using Amazon RDS, or are running on a server that is doing binary logging (which is most modern MySQL servers) and upon which your user lacks the SUPER privilege, you'll need to set the global variable log_bin_trust_function_creators to 1 in the parameter group associated with your Content Controller databases.

If you don't do this, Content Controller database migrations that use triggers will fail, which will cause problems during deployment.

For more information, please see:

https://aws.amazon.com/premiumsupport/knowledge-center/rds-mysql-functions/

https://dev.mysql.com/doc/refman/5.6/en/stored-programs-logging.html

SQL Mode

Due to some changes made to the way JOINs work in MySQL 5.7 (ONLY_FULL_GROUP_BY), you will need to disable that SQL mode. To minimize the differences between your system and our QA systems, we recommend that you use the AWS RDS default sql_mode of NO_ENGINE_SUBSTITUTION.

For more information, please see:

https://dev.mysql.com/doc/refman/5.7/en/sql-mode.html

Configure Shared Storage

If you want to use S3 and CloudFront, follow the detailed documentation in Deploying to AWS. You can use these even if you are hosting your application with a different provider (although the CloudFront bits will be more complicated).

If you're using a non-AWS S3 compatible object store, those settings will go in group_vars/s3.yml. Note that you will need to provide a way to serve these files manually on the same domain that Content Controller is hosted from at the /courses/* path. We use CloudFront for this. If you're using a NFS, mount it on your application servers at /mnt or /mnt/content (or mount it where you want and update the data_root settings in your Ansible config). Apache will handle serving your content from the NFS automagically.

If you're only using one application server, you can host the content on the server itself. This is the default config.

Prepare your environment config

1. Go to the ContentController-PublicDeploy folder on your control server.
2. "Go through each of the files in the group_vars directory to ensure your settings are correct. This includes settings such as the DB endpoint, setting up email alerts, your SSL settings, etc). Refer to the comments in those files and the Deploy Scripts Reference for details on these settings. If you don't go through and confirm these settings, the deployment will likely fail or deploy an invalid configuration.

Deploy

If you're using AWS, refer to the details about Building and Deploying an AMI. If you're using fixed machines and want to deploy straight to them:

1. Setup your application servers. These should be a base Ubuntu 14.04 or later install. Take note of their IPs, the SSH user name, and the SSH key.
2. Go to the ContentController-PublicDeploy folder on your control server.
3. Copy inventory to inventory.prod.
4. Edit the inventory and delete the dummy IP addresses replacing them with the IP addresses to your application servers.
5. Run the Ansible playbooks against your production servers:

   ansible-playbook --user=YOUR_SSH_USER --connection=ssh --inventory-file=inventory.prod env.yml
   

   If you use a private key to SSH onto your app server, then you will need to include the flag --private-key="/path/to/my_private_key.pem". If you use username/password for SSH, then you may need to include the flag --ask-sudo-pass on your ansible-playbooks command.

Note: Content Controller is built around its sister product, Rustici Engine. If you are deploying an update between major versions (e.g. 2.1.xxx -> 2.2.xx or 2.2.xx -> 3.0.x), we need to also upgrade Engine's database schema. To do this, you wil need to add the argument -e engine_upgrade=true when running the command above. This flags tells Ansible that this particular deployment will require the Engine upgrade. You won't be required to use this flag when moving between maintenance releases (2.2.78 -> 2.2.81) unless specified in the release notes.

Upgrading

1. Take a look at the Release Notes to see if there are any important messages about self-hosting for any of the versions between the one you're starting on and the one you're moving to.
2. Go to the ContentController-PublicDeploy folder on your control server.
3. Create an image of your DB, control server, and an application server in case something goes sideways during the upgrade.
4. If you have made any changes or customizations to the playbooks during a previous deployment, then first run git stash to capture a snapshot of those changes. This is to ensure that your changes are not lost when checking out the latest branch.
5. Run git pull, then run git checkout vx.x.xxx replacing x.x.xxx with the version number you are moving to.
6. If you stashed any changes during step 4, then you should now reapply those changes by running git stash apply.
7. Run the ansible-playbook command described in the Deploy section.