Installation and Initial Setup

A step-by-step guide to deploying the EDCC platform and performing the initial configuration.

📋 Installation Guide
Target Audience: System Administrators with Linux experience
Required Access: Sudo privileges on host system
Prerequisites: Ubuntu 20.04.3+ or Debian 10.6+
Deployment Method: Docker container installation

Overview: Deploying Your EDCC Instance

EDCC is distributed as a Docker container, which simplifies and standardizes the installation process across different Linux environments. This chapter will guide you through the three main phases of deployment:

Preparation → Installation → Initial Setup
  (verify)      (5-10 min)    (first-time config)

What You'll Accomplish:

Preparation: Verify your host system meets all requirements
Installation: Run the automated script to deploy the EDCC container
Initial Setup: Create your administrator account and Organization

Pre-Installation Checklist

Before you begin, ensure you can check off all the following items:

Host system hardware meets requirements for planned node count
Operating system is Ubuntu 20.04.3+ or Debian 10.6+
You have sudo (administrator) privileges on the host machine
Host has active internet connection for software download
Necessary network ports are open on host and network firewalls

1. System Requirements

CRITICAL REQUIREMENTS - READ FIRST

Do NOT change host system time after installation - causes data inconsistencies and system instability
First account = Organization-level Admin - highest privilege level, secure credentials carefully
SMTP configuration highly recommended - required for user invitations and system alerts

Hardware Requirements

The resources required depend on the number of server nodes you plan to manage. SSD storage strongly recommended for optimal performance.

Managed Nodes

CPU Cores

RAM

Storage

Deployment Scale

≤ 100

2 Cores (Intel i3 / AMD R3+)

4GB

30GB (SSD recommended)

Entry-level

≤ 1000

4 Cores (Intel i5 / AMD R5+)

16GB

40GB (SSD recommended)

Medium

≤ 3000

8 Cores (Intel i5 / AMD R5+)

48GB

50GB (SSD required)

Enterprise

Software Requirements

Supported Operating Systems:

Ubuntu 20.04.3 LTS (Server) or newer
Debian 10.6 or newer

Docker: Installation script will install Docker automatically if not present

User Privileges: Sudo access required to install Docker and run installation script

Network Port Requirements

Ensure your host and network firewalls allow the following traffic:

Direction

Port

Protocol

Purpose

Inbound

8080 (HTTP)

TCP

Accessing the EDCC Web UI

Inbound

443 (HTTPS)

TCP

Accessing the EDCC Web UI (Secure)

Outbound

443 (HTTPS)

TCP

Redfish API communication to server BMCs

Outbound

80, 443

TCP

Downloading Docker images during installation

2. Installation Process

The installation uses a single automated script that handles the complete setup.

Installation Overview

Download Script → Make Executable → Run Installation → Access Web UI
     (1 min)          (instant)         (5-10 min)        (verify)

Step 1: Obtain Installation Script

Open a terminal on your Linux host and download the official installation script:

# Replace [version] with specific version (e.g., 1.0.0)
wget https://engenius-edcc.s3.us-west-2.amazonaws.com/release/[version]/edcc.sh

Example for version 1.0.0:

wget https://engenius-edcc.s3.us-west-2.amazonaws.com/release/1.0.0/edcc.sh

Make the script executable:

chmod +x edcc.sh

Step 2: Run Installation Script

Execute the script with sudo privileges:

sudo ./edcc.sh install/

What This Script Does

The edcc.sh script automates the following:

✅ Checks for existing Docker installation; installs latest stable version if needed
✅ Downloads required EDCC Docker images from official repository
✅ Creates persistent data volumes for configuration and data storage
✅ Configures necessary network settings for the container
✅ Starts EDCC services in correct order

⏱️ Estimated Time: 5-10 minutes (varies with internet connection)

Docker installation: ~3 minutes (if needed)
EDCC image download: ~2-5 minutes
Service configuration: ~1 minute

The installation process may take several minutes. A successful installation will end with a confirmation message indicating that EDCC services are running.

Step 3: Access the EDCC Web Interface

Once the script completes, open a web browser and navigate to your host machine:

HTTP Access:

http://{your_host_ip_address}:8080

HTTPS Access (recommended):

https://{your_host_ip_address}

Quick Tip: You can check your host IP address on Linux using ifconfig.

3. Initial Platform Setup

Upon your first access, EDCC will guide you through a one-time setup wizard to create the foundational elements of your management environment.

You will create:

First Organization - Top-level container for all your managed infrastructure
Organization-level Admin account - Your user account with full administrative privileges

💡 Next Step: Configure SMTP
After creating your first account, immediately configure an SMTP server to enable:
Email-based user invitations
System alert notifications
Critical event notifications
See Chapter 15.3: Configuring Mail and File Servers for detailed instructions.

Next Step: Configure SMTP

After creating your first account, immediately configure an SMTP server to enable:

Email-based user invitations
System alert notifications
Critical event notifications

See Chapter 15.3: Configuring Mail and File Servers for detailed instructions.

4. Managing the EDCC Service

Use the edcc.sh script to manage the EDCC service lifecycle:

Task

Command

Start EDCC service

sudo ./edcc.sh up

Stop EDCC service

sudo ./edcc.sh down

Check service status

sudo ./edcc.sh status

Uninstall EDCC

sudo ./edcc.sh uninstall

Note: The uninstall command stops and removes EDCC containers. By default, your data volumes are preserved unless you explicitly remove them.

Troubleshooting Common Installation Issues

Issue 1: Docker Snap Conflict

Symptoms: Installation fails with Docker conflict errors

Solution:

Remove snap Docker: sudo snap remove docker
Clean partial installation: sudo ./edcc.sh uninstall
Retry installation: sudo ./edcc.sh install

Issue 2: Cannot Access Web UI

Symptoms: Connection timeout or refused after successful installation

Diagnostic Steps:

Verify EDCC service is running:

   sudo ./edcc.sh status

Check firewall settings:

   sudo ufw status
   sudo ufw allow 8080/tcp
   sudo ufw allow 443/tcp

Verify correct IP address:

   hostname -I
   # or
   ip addr

Test network connectivity: Ensure no network firewalls block access between your browser and EDCC host

Issue 3: Offline Installation Required

Note: Standard installation requires internet connection to download Docker and EDCC images.

For air-gapped environments: Contact support team for:

Offline installation package
Detailed offline installation procedure
Alternative deployment methods

Quick Reference Card

Pre-Installation Verification

# Check OS version
lsb_release -a

# Check available resources
free -h              # Memory
df -h                # Disk space
nproc                # CPU cores

# Test internet connectivity
ping -c 3 google.com

Installation Commands

# Download and prepare
wget https://engenius-edcc.s3.us-west-2.amazonaws.com/release/[version]/edcc.sh
chmod +x edcc.sh

# Install EDCC
sudo ./edcc.sh install

# Verify installation
sudo ./edcc.sh status

Service Management

# Start EDCC
sudo ./edcc.sh up

# Stop EDCC
sudo ./edcc.sh down

# Check status
sudo ./edcc.sh status

# Uninstall EDCC
sudo ./edcc.sh uninstall

Access URLs

HTTP:  http://{host_ip}:8080
HTTPS: https://{host_ip}

Post-Installation Checklist

Access EDCC Web UI successfully
Complete initial Organization creation
Create Organization-level Admin account
Configure SMTP server (highly recommended)
Proceed to create first POD

What's Next?

Your EDCC platform is now installed and running.

Your next step is to bring your first node under management:

Create your first POD (management group)
Register and assign devices to your POD
Configure basic management settings

➡️ Proceed to Chapter 3: Quick Start - Your First POD

This will guide you through creating your first management environment and adding your first EnGenius server to EDCC.

This completes the installation and initial setup of your EDCC platform. You are now ready to begin managing your EnGenius server infrastructure.

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