This page describes how to install Open edX on a single Ubuntu 16.04 64-bit server from scratch.

Server Requirements

The following server requirements will be fine for supporting hundreds of registered students on a single server.

Note: This will run MySQL, Memcache, Mongo, nginx, and all of the Open edX services (LMS, Studio, Forums, ORA, etc) on a single server. In production configurations we recommend that these services run on different servers and that a load balancer be used for redundancy. Setting up production configurations is beyond the scope of this wiki page.

Ubuntu 16.04 amd64 (oraclejdk required). It may seem like other versions of Ubuntu will be fine, but they are not. Please use 16.04.
Minimum 4GB of memory
At least one 2.00GHz CPU or EC2 compute unit
Minimum 25GB of free disk, 50GB recommended for production servers

For hosting in Amazon we recommend an m3.medium server, see https://aws.amazon.com/ec2/pricing

Community Ubuntu AMIs have 8GB on the root directory, make sure to expand it before installing.

Installation instructions

WARNING:

These instructions will potentially destroy the server they are run on, you should only do them on a freshly installed virtual machine. But if you still want to have a try to re-install the Open edX stack on the same server, please see this article for some issues you may face and how to fix them.
By default ssh will only allow key based authentication. Please setup key based SSH logins or modify the configuration repo to allow for password based SSH logins before running Ansible.

NOTES:

If you are running your services behind a proxy, please see here

Let's start:

Launch an Ubuntu 16.04 64-bit server and login to it as a user that has full sudo privileges. If you use EC2, use at least m1.large type with EBS and allocate ~50 GB to the root user.

Update your Ubuntu package sources:

sudo apt-get update -y
sudo apt-get upgrade -y
sudo reboot

Automated installation

You will run two scripts to accomplish the installation. Please read the contents of the scripts before running this to ensure you are aware of everything they will do: they are quite extensive. The scripts require that the running user can run commands as root via sudo.

wget https://raw.githubusercontent.com/edx/configuration/master/util/install/ansible-bootstrap.sh -O - | sudo bash
wget https://raw.githubusercontent.com/edx/configuration/master/util/install/sandbox.sh -O - | bash

If you want to install an Open edX release, such as Dogwood, just set the OPENEDX_RELEASE variable before running the scripts. For example:

export OPENEDX_RELEASE=the-tag/you-want-to-install
wget https://raw.githubusercontent.com/edx/configuration/$OPENEDX_RELEASE/util/install/ansible-bootstrap.sh -O - | sudo bash
wget https://raw.githubusercontent.com/edx/configuration/$OPENEDX_RELEASE/util/install/sandbox.sh -O - | bash

As it would behoove administrators to change the default passwords, an additional command should be run, and an additional argument should be passed to the Sandbox call. More can be found here:

How to Override Default Configuration Passwords and Verify Exposed Services
Here is an example:

export OPENEDX_RELEASE=the-tag/you-want-to-install
wget https://raw.githubusercontent.com/edx/configuration/$OPENEDX_RELEASE/util/install/ansible-bootstrap.sh -O - | sudo bash
while read line; do REPLACE=$(LC_ALL=C < /dev/urandom tr -dc 'A-Za-z0-9' | head -c35) && echo $line | sed "s/\!\!null/\'$REPLACE\'/"; done < ./passwords.yml > ./my-passwords.yml
wget https://raw.githubusercontent.com/edx/configuration/$OPENEDX_RELEASE/util/install/sandbox.sh -e@/path/to/my-passwords.yml -O - | bash

Bad Suggestions (Arbitrary Upgrades)

Some parts of Open edX are outdated. If you see a message suggesting that you update something manually, don't do it -- Open edX is probably relying on the outdated software remaining at that older version. Specifically:

Ubuntu may alert you that a newer version of Ubuntu available when you SSH in to your server, and may suggest that you run do-release-upgrade to upgrade to that newer version. Don't do it.
Pip may alert you that there is a newer version of pip available, and may suggest that you run pip install --upgrade pip to install it. Don't do it.

If you arbitrarily upgrade software in Open edX, things will break. Instead, you should submit a pull request to change the line in the Open edX project where that specific version of the software is defined. All pull requests need to be reviewed before they can be merged, and part of the review process will consist of testing Open edX with the updated software, identifying any breakages, and fixing them as part of the pull request.

See edX-Managing-the-Full-Stack for how to manage and update the server once it is running