

# Installing AWS Elemental Live on a virtual machine (VM)
<a name="install-vm-lv-ig"></a>

This section is for IT administrators who will perform the first-time installation of AWS Elemental Live software on a virtual machine (VM).

**VM guest requirements**  
AWS Elemental software can run only on a VM generated by VMware virtualization software. You must use VMware vCenter Server to create the VM. The vSphere client by itself doesn't work. 

For version and system requirements and other information about VMware, see [System requirements for Virtual Machines (VMs)](vm-req.md).

**Prerequisite knowledge**

To complete this process, you must have the following knowledge:
+ You have a basic understanding of server virtualization.
+ You have installed and know how to use VMware Center and the VMware vSphere client interface, including Open Console.
+ You know how to move files from a VM guest to other systems over the network. We recommend using a utility such as SCP.
+ You know how to locate recently downloaded files.

**Note**  
In this procedure, we show how to install version 2.25.4 of the software. Modify your commands to specify the version that you are installing. 

**Topics**
+ [

# Step A: Prepare hardware and download files
](install-vm-lv-ig-prep.md)
+ [

# Step B: Deploy the VM
](install-vm-lv-ig-install-vm.md)
+ [

# Step C: Install the Elemental Live software
](install-vm-lv-ig-install-sw.md)
+ [

# Step D: Set up licenses
](install-vm-lv-ig-licensing.md)
+ [

# Step E: Complete node configuration
](install-vm-lv-ig-complete.md)

# Step A: Prepare hardware and download files
<a name="install-vm-lv-ig-prep"></a>

## Prepare hardware and network
<a name="install-vm-lv-ig-prep-hw"></a>

To prepare your hardware and network, make sure you have done the following:
+ Physically installed the hardware unit.
+ Set up the unit as a node on your network.
+ Configured network cards and ensured that they're able to reach other machines on the network.
+ Set up a method, such as SCP, for transferring files from your workstation to the VM guest.

## Note your activation code
<a name="install-vm-lv-ig-prep-act"></a>

You should have received an email with your activation code. You need this number for the installation. 

If you're installing AWS Elemental software on more than one system, you received an activation code for each system. Decide and note which activation code you will use for each unit. The codes are not tied ahead of time to any specific system, but you cannot use the same code on more than one.

## Download installation files
<a name="install-vm-lv-ig-prep-dl"></a>

Download the installation files for each unique AWS Elemental product that you're using.

**To download installation files**

1. Log in to [AWS Elemental Support Center Activations](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/activations). For detailed steps to download installation files, see [Downloading Elemental Live software](detailed-dl-lv-ig.md).

1. Download your files.

   You need the following files for Elemental Live. 
   + A kickstart (`.ova`) file for creating a VM instance. For example, `centos-20161028T12270-production-usb.ova`. 

     You will use this file to put a preconfigured installation of your operating system on your VM.
   + An installation (`.run`) file for the Elemental Live software itself. For example:

     `elemental_production_live_2.25.4.12345.run`

     Make sure that you download the right version of software for the processing architecture that you need, either CPU-only or GPU-enabled.

# Step B: Deploy the VM
<a name="install-vm-lv-ig-install-vm"></a>

Perform these steps from your workstation. 

1. Place the OVA image in a convenient location accessible to the VM host.

1. Start the VMware vSphere client and choose the option that lets you run the OVF Deploy wizard. 

1. Complete the fields in the wizard. Pay special attention to the following settings:
   + For the *source*, enter the location where you saved the OVA file.
   + Ensure that the *hostname* that you assign to the VM guest is unique across all of your AWS Elemental products.
   + For *network settings*, such as DNS servers and eth configuration, leave the fields blank. You configure these settings later in the Elemental Live installation and configuration process.

   When you finish and save your inputs, the OVA is installed, the guest is created, and the eth0 is configured as specified.

1. Before you proceed, take a snapshot of the VM as described in the VMware vSphere help text.

1. Repeat these steps to install the OVA on all of the VM instances.

# Step C: Install the Elemental Live software
<a name="install-vm-lv-ig-install-sw"></a>

**Topics**
+ [

## About Installer Options
](#install-live-vm-about-options)
+ [

## Setting up OCR Conversion in Versions 2.22.0 to 2.23.0
](#install-live-vm-ocr2200-option)
+ [

## Setting up OCR Conversion in Versions 2.23.1 and later
](#install-live-vm-ocr2231-option)
+ [

## The Install Procedure
](#install-live-vm-procedure)

## About Installer Options
<a name="install-live-vm-about-options"></a>

To install Elemental Live, you run the installer. The installer has options that control the way the installer works:
+ *Action options *instruct the installer to perform an action. For example, `--cleandb` instructs the installer to clean out the database.
+ *Skip options *instruct the installer to omit specific prompts. For example, `--skip-tz` instructs the installer to skip the timezone prompt.

To display built-in help about all the options, log in with the *elemental* user credentials, then enter this command at the Linux command line:

```
[elemental@hostname ~]$ sudo sh ./elemental_live_cpu_2.25.4.12345.run --help
```

### The skip-all Installer Option
<a name="install-live-vm-skip-option"></a>

The installer has a `--skip-all` option that skips all the prompts and performs the default choice for all options.

You should only use this option after you have followed the following procedure, and you have read the built-in help carefully.

The `--skip-all` option means that the installer won't present prompts. It will perform some actions using default information.

## Setting up OCR Conversion in Versions 2.22.0 to 2.23.0
<a name="install-live-vm-ocr2200-option"></a>

The installer for Elemental Live versions 2.22.0 to 2.23.0 includes an option to set up the feature to convert captions using OCR conversion. (For information about the OCR feature, see [Support for OCR Conversion](https://docs.aws.amazon.com/elemental-live/latest/ug/support-for-ocr.html) in the *AWS Elemental Live User Guide*.)

**To set up this feature**

**Note**  
The Elemental Live node must have a connection to the internet. It needs this connection because the installer must download the OCR libraries from the internet. These libraries are language dictionaries used in the conversion.  
If the node doesn't have an internet connection, consider upgrading to a version after version 2.23.0. Newer versions of Elemental Live include more options for installing the OCR feature.

Run the installer with these options: 
+ With the `--install-ocr` option. You won't be presented with prompts to set up OCR. Instead, the installer will automatically set it up.
+ You can include or omit the `--skip-all` option, depending on whether you want to be presented with prompts for other features.

**To omit the feature**

If you don't want to set up this feature, run the installer with these options:
+ Without the `--install-ocr` option. The installer won't set up the OCR feature. 
+ You can include or omit the `--skip-all` option.

## Setting up OCR Conversion in Versions 2.23.1 and later
<a name="install-live-vm-ocr2231-option"></a>

The installer for Elemental Live version 2.23.1 and later includes several options to set up the feature to convert captions using OCR conversion. (For information about the OCR feature, see [Support for OCR Conversion](https://docs.aws.amazon.com/elemental-live/latest/ug/support-for-ocr.html) in the *AWS Elemental Live User Guide*.)

Setting up this feature involves three steps:
+ Downloading the OCR libraries from the internet. These libraries are language dictionaries used in the conversion
+ Installing the libraries on the node
+ Enabling the OCR feature

**To set up the feature on a node with access to the internet**

Run the installer with these options:
+ With the `--install-ocr` option. The installer will download the libraries from the internet, install them on the node, and enable the OCR feature. You won't be presented with prompts to set up OCR.
+ You can include or omit the `--skip-all` option, depending on whether you want to be presented with prompts for other features.

**To set up the feature on a node without internet access**

1. Download the OCR libraries file [live-ocr-tesseract-data.zip](http://d3v4cjmjhvrkiz.cloudfront.net/live-ocr-tesseract-data.zip)

   Don't unzip the file after you download it.

1. Use SCP to move the zipped file to a location on the Elemental Live node that you are setting up. For example, move to this location:

   `/home/live-ocr-tesseract-data.zip`

1. Run the installer with these options:
   + With the `--install-ocr-zip` option. This option includes a parameter for the folder where you copied the libraries file. For example: 

     `-- install-ocr-zip /home/live-ocr-tesseract-data.zip`

      You won't be presented with prompts to set up OCR.
   + You can include or omit the `--skip-all` option, depending on whether you want to be presented with prompts for other features.

**To omit the feature**

If you don't want to set up this feature, run the installer with these options:
+ Without the `--install-ocr` option. The installer won't install or enable the OCR feature.
+ With the `--skip-ocr` option. If you don't include this option, you will be presented with prompts to install OCR, even though you didn't include the `--install-ocr` option.
+ You can include or omit the `--skip-all` option, depending on whether you want to be presented with prompts for other features.

## The Install Procedure
<a name="install-live-vm-procedure"></a>

1. Use SCP to move each Elemental Live software installer (`.run` file) to the /home/elemental directory on the appropriate virtual machine. Use the *elemental* user credentials.

1. From the VMware vSPhere client, choose **Open Console** and access the VM with the *elemental* user credentials.

   You are logged in at the home directory (/home/elemental).

1. Decide which options you want to include with the installer. You can include options in the command to automate some of the installation. To display built-in help about all the options, enter this command:

   ```
   [elemental@hostname ~]$ sudo sh ./elemental_live_cpu_2.25.4.12345.run --help
   ```

1. Run the installer as follows. Use the actual file name of your `.run` file, rather than the example below.

   ```
   [elemental@hostname ~]$ sudo sh ./elemental_production_live_2.25.4.12345.run  options
   ```

1. Follow the prompts. This table specifies the prompts that appear when you don't include any options for the installer.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/elemental-live/latest/installguide/install-vm-lv-ig-install-sw.html)

   The software is installed. Finally, this message appears:

   ```
   Installation and configuration complete!
   ```

1. Take a snapshot of the VM, as described in the CentOS 7 Virtual Manager online help.

1. Start a web browser and start the Elemental Live web interface by typing the following:

   ```
   https://<hostname>
   ```

   Make sure the web interface displays.

# Step D: Set up licenses
<a name="install-vm-lv-ig-licensing"></a>

At this point, the software is installed but it is not yet enabled. 

You must now generate and install the license file on each VM.

The license generation procedure works as follows: 
+ You receive an email with activation codes, one for each instance of the product (Elemental Live) that you purchased. At each Elemental Live VM, you use one activation code to generate a key file. The key file incorporates the specific activation code and the specific hostname of the VM. The key file works only with this activation code's product (Elemental Live) and with this VM. 
+ You copy the key file from the VM to your workstation. At your workstation, you open the AWS Elemental Support Center console and generate a license using each key file. Like the key file used to generate it, the license file is valid only for this product (Elemental Live) and this specific VM.
+ After you generate the license file, you copy it to the VM that it belongs to, and use the CLI to install the license.

**Topics**
+ [

## Organize your activation codes
](#install-vm-live-license-retrieve)
+ [

## Generate a key file
](#install-vm-live-license-generate)
+ [

## Generate a license
](#install-vm-live-license-download)
+ [

## Install the license files
](#install-vm-live-license-install)

## Organize your activation codes
<a name="install-vm-live-license-retrieve"></a>

**To organize the activation codes:**

1. Locate the email you received from AWS Elemental. This email contains an activation code or codes, one for each Elemental Live software instance that you have purchased. The activation code looks like this:

   `LVE-111-222-333`

   If you didn't receive this email or have lost it, contact AWS Elemental Support through the [AWS Elemental Support Center](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/supportcenter).

1. If you have more than one activation code, each activation code specifies the resource configuration that the code applies to. For example, it specifies that the code is for a VM that is comparable to an L820 appliance.

   Identify the virtual machine that applies for each access code. For example, identify the virtual machine (and its hostname) that is comparable to the L820 appliance. Make a note of the assignments. For example, you might assign as follows:

   `LVE-111-222-333` with the virtual machine that has the hostname `SystemA`.

   `LVE-111-222-444` with the virtual machine that has the hostname `SystemB`.

## Generate a key file
<a name="install-vm-live-license-generate"></a>

You must generate a key file using a utility that always exists on the operating system of the VM. 

**To generate a key file**

Perform this step at each Elemental Live VM.

1. From the VMware vSPhere client, choose **Open Console** and access the VM with the elemental username and default password. 

   You are logged in at the home directory (`/elemental`).

1. Enter this command:

   ```
   [elemental@hostname ~] ./keygen
   ```

1. At the prompt, enter the activation code that belongs to this VM. The following *key file* is created in the home directory: `activation_<hostname of the system>.key`.

   For example, `activation_SystemA.key`

1. Copy the key file from the VM to your workstation. We recommend that you copy all the key files to a specific folder on your workstation. Give the folder a suitable name such as `elemental_live_license_keys`. Make a note of the path because you will need it in [the next step](#install-vm-live-license-generate).

1. Repeat these steps for each Elemental Live VM. Make sure that you use a different activation code on each VM.

## Generate a license
<a name="install-vm-live-license-download"></a>

You must log on to the AWS Elemental Appliances & Software console, and use the key file to generate a license.

**Note**  
This procedure assumes that an administrator in your organization has set you up as an AWS IAM user, with the permissions that you need to generate licenses. For more information, see [AWS Elemental Appliances and Software Service Getting Started Guide](https://amzn.to/AWSElementalSerGSG).   
It also assumes that you have your IAM credentials (user name and password). If you don't have these credentials, speak to an administrator in your organization. AWS Elemental can't provide you with these credentials.

**To generate a license**

Perform this step at your workstation.

1. Open the AWS Elemental Appliances & Software console at [https://console.aws.amazon.com/elemental-appliances-software/](https://console.aws.amazon.com/elemental-appliances-software/). 

1. On the navigation pane of the AWS Elemental Appliances & Software home page, choose **Activations**. The **Activations List** page appears. Choose the **Ready to license** tab.

   The **Ready to license** tab shows one entry for each product that you purchased. Each product is identified by a product name and a unique activation code. The activation code is the code that you [received in the email](#install-vm-live-license-retrieve). Following from our example, you might see two lines:

   `LxxxPNL LVE-111-222-333 Live product 2021-11-01`

   `LxxxPNL LVE-111-222-444 Live product 2021-11-01`

1. Choose the **Generate license** button (at the top-right corner of the tab). The **Generate new license** page appears.

1. On the **Generate new license** page, choose the **Choose files** button, and navigate to the folder that you [copied the key files to](#install-vm-live-license-generate). For example, `/elemental_live_license_keys`.

   In the dialog box that appears, select all the key files that you generated, then choose **Open**.

   On the **Generate new license** page, one entry appears for each key file. For example:

   ```
   activation_systemA.key
   15.39 KB
   11/04/2021, 2:02:01 PM
   
   activation_systemB.key
   15.39 KB
   11/04/2021, 2:32:22 PM
   ```

1. Choose **Generate license**. A license is generated for each entry. After the **License generated** message appears, the product for each license moves to the **Activations** tab.

**Download the license files**

1. On the **Activations** tab, choose one of the entries you want to set up. The **Product details** page appears for this product. 

1. Choose the **Software** tab and look for the **License file** link.

1. Choose the **License file** link and follow the prompts to download the file. 

1. Repeat these steps to download all the license files that you generated.

1. Follow the procedure that applies to your browser to open the folder that contains the downloaded license files. Make a note of the folder where the license files are located. 

**About the License Files**

Each license file is named as follows: `lic-download-<hostname>.tgz`

For example: `lic-download-systemA.tgz`

Each `tgz` license file contains the main license for Elemental Live and licenses for all the add-on packages that you purchased.

The licenses work only with the specific product and the specific VM.

## Install the license files
<a name="install-vm-live-license-install"></a>

When you [downloaded the license files](#install-vm-live-license-download), you should have made a note of the folder where these files were downloaded to on your workstation. You must now transfer each file to its VM and install it.

**To transfer the license to the VM**
+ Use a method such as SCP to move the license file (the `.tgz` file) from your workstation to a location on the Elemental Live VM. We recommend that you copy the file to a folder with a name like `elemental_licenses`.

  Make sure that you put the correct license on each VM. The license only works on a specific VM.

**To install the license on the VM**

On each VM, you must set up Elemental Live to use the license file. 

1. Using an SSH client such as PuTTY, log in to the VM with the *elemental* user credentials.

   You are logged in at the home directory (`/home/elemental`).

1. Navigate to the directory that contains the license file, and extract the `.lic` files from the `.tgz` file. Place the `.lic` files in these folders:

   `/home/elemental`

   `/opt/elemental_se`

1. Enter the following command to restart the Elemental Live service:

   `[elemental@hostname ~]$ sudo service elemental_se restart`

# Step E: Complete node configuration
<a name="install-vm-lv-ig-complete"></a>

You have now installed and performed the basic initial configuration of Elemental Live. Use the following table to determine which guide to use to complete the node configuration. 


****  

| Scenario | Guide | 
| --- | --- | 
| Elemental Live in a stand-alone configuration. Elemental Live is not managed by AWS Elemental Conductor Live. | [AWS Elemental Live Configuration Guide](https://docs.aws.amazon.com/elemental-live/latest/configguide/) | 
| Multiple Elemental Live nodes managed by AWS Elemental Conductor Live. | [AWS Elemental Conductor Live Configuration Guide](https://docs.aws.amazon.com/elemental-cl3/latest/configguide/) | 