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INSTALL.md
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# Installation Tutorial
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To follow this course, an installation of **PostgreSQL 13** or higher is expected.
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The following is a detailed tutorial as to
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how to install and set up a Postgres server
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on an [Ubuntu Linux](https://ubuntu.com) machine
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that is run **[virtually <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Virtual_machine)**
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on the student's own laptop or workstation by [VirtualBox](https://www.virtualbox.org/).
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VirtualBox is freely available for all major operating systems
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(i.e., MacOS, Linux, and Windows).
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It is used in this course as then each student should be able
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to follow the further installation instructions below easily
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and end up having a development environment similar to the instructor's one.
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Of course, students may also use any other way of setting up a PostgreSQL server;
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most notably, they may install it on their machine *without* a virtualization.
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## Install VirtualBox
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Go to [virtualbox.org](https://www.virtualbox.org/),
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download the latest version of VirtualBox for your operating system,
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and install it according to the instructions given there.
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## Create a new Virtual Machine
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First, go to [ubuntu.com](https://ubuntu.com/download/desktop),
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download the latest version (i.e., 21.04 at the time of this writing)
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of **Ubuntu Desktop** (i.e., *not* server),
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and proceed with the following steps.
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Ubuntu is available for free;
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the name of the downloaded file should be something like "*ubuntu-21.04-desktop-amd64.iso*"
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(i.e., one big ISO file).
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This file represents the contents of an "Ubuntu Installation DVD".
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<img src="static/installation/0_create_vm_0_download_ubuntu.png" width="80%" align="center">
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Next, create a new virtual machine in VirtualBox
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by clicking on the blue "New" button in the toolbar on the top.
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Note that the screenshots of VirtualBox's overview window below
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already show an older virtual machine running Windows 10.
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<img src="static/installation/0_create_vm_1_overview_without_new_machine.png" width="80%" align="center">
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A helper widget opens.
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Specify the following settings:
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1. Name the virtual machine (e.g. "*Ubuntu_21.04*")
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and choose a folder on your personal computer
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where the virtual machine's data are stored
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(e.g. "*/home/webartifex/vboxes*").
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The type and version should already be set automatically.
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2. Choose the amount of memory (i.e., RAM)
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that the virtual machine is allowed to use:
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This should be around 33% to 66% of your personal computer's capacity
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(if unsure, take the recommended default).
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3. Create a *new* virtual hard disk,
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4. keep the hard disk file type as "*VDI*",
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5. have the storage on the physical hard disk allocated *dynamically*, and
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6. choose a big enough maximum size for the file holding the virtual hard disk
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(10-25 GB is sufficient to follow this course).
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Dynamic disk space allocation means that
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not all of this space is used right away on your personal computer.
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<img src="static/installation/0_create_vm_2_name.png" width="60%" align="center">
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<img src="static/installation/0_create_vm_3_memory.png" width="60%" align="center">
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<img src="static/installation/0_create_vm_4_hard_disk.png" width="60%" align="center">
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<img src="static/installation/0_create_vm_5_hard_disk_type.png" width="60%" align="center">
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<img src="static/installation/0_create_vm_6_dynamic_allocation.png" width="60%" align="center">
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<img src="static/installation/0_create_vm_7_hard_disk_size.png" width="60%" align="center">
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After this, the new virtual machine should show up in the overview.
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<img src="static/installation/0_create_vm_8_overview_with_new_machine.png" width="80%" align="center">
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To start the new virtual machine,
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click on the green "Start" arrow in the toolbar
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while the machine is selected on the left.
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A second VirtualBox window opens showing the virtual machine's screen.
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On the first start-up, a widget should come up automatically
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(see next paragraph if the widget does not appear)
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asking to select a start-up disk (i.e., a CD or DVD)
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from which the empty virtual machine should boot up.
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Choose the downloaded ISO file from above
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(if it is not already found automatically)
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and proceed by clicking on "Start".
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Continue with the "[Install Ubuntu](#install-ubuntu)" step below.
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<img src="static/installation/1_first_boot_0_select_startup_disk.png" width="60%" align="center">
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### Inserting CDs/DVDs
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If the "Select start-up disk" widget does *not* show up automatically,
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the virtual machine will *not* boot at all.
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After all, its hard drive is empty and no DVD/ISO is "laid in".
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So, its screen remains black.
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In that case, close the window with the running virtual machine:
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In the prompt, choose the "Power off the machine" option.
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Then, in the overview,
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click on the orange "Settings" button in the toolbar
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while the machine is selected on the left.
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A "Settings" widget opens: Choose the "Storage" tab on the left.
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There, click on the round disk symbol to the right of "Controller: IDE",
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which opens another "Optical Disk Selector" widget.
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In that, click on the "Add" button,
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choose the downloaded ISO file from above, and
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click on "Choose" to confirm the selection.
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Now, you should see the ISO file's name
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below the "Controller: IDE" option in the middle.
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Finally, close the "Settings" menu by clicking "Ok"
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and start the virtual machine again.
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<img src="static/installation/1_first_boot_1_overview_with_new_machine.png" width="80%" align="center">
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<img src="static/installation/1_first_boot_2_settings.png" width="60%" align="center">
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<img src="static/installation/1_first_boot_3_choose_iso.png" width="60%" align="center">
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<img src="static/installation/1_first_boot_4_confirm.png" width="60%" align="center">
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## Install Ubuntu
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With the Ubuntu Installation DVD/ISO "laid in",
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the virtual machine should now boot up properly
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and stop at a "Welcome" screen.
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There, click on the "Install Ubuntu" button.
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You may want to choose a language other than "English".
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**Note**: Once you click somewhere with your mouse inside a virtual machine,
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the mouse pointer is said to be "captured" by that machine and
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you can *not* leave the virtual machine any more with your mouse.
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Then, you must press the so-called **host key** first.
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By default, this is the right "*Ctrl*" key on your keyboard.
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<img src="static/installation/2_install_ubuntu_0_welcome.png" width="80%" align="center">
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Sometimes, the boot process "hangs" at a black "boot loader" screen.
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If so, simply choose the "Ubuntu" option
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with your keyboard's arrow and "Enter" keys.
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That should take you to the above "Welcome" screen.
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<img src="static/installation/2_install_ubuntu_1_boot_loader.png" width="80%" align="center">
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From the "Welcome" screen, follow the installation guide:
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1. Choose a keyboard layout corresponding to your *physical* computer,
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2. select "Minimal Installation" including the "other options",
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3. erase the virtual hard disk,
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4. specify where you are located,
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5. create a user account to sign on,
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6. wait for the installation to finish, and
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7. remove the Installation DVD/ISO
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(by right-clicking on the gray disk symbol below the screen
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and choosing "Remove ...";
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it may be that this happens automatically).
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<img src="static/installation/2_install_ubuntu_2_keyboard_layout.png" width="80%" align="center">
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|
||||
<img src="static/installation/2_install_ubuntu_3_packages.png" width="80%" align="center">
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||||
|
||||
<img src="static/installation/2_install_ubuntu_4_clean_install_0.png" width="80%" align="center">
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||||
|
||||
<img src="static/installation/2_install_ubuntu_4_clean_install_1.png" width="80%" align="center">
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<img src="static/installation/2_install_ubuntu_5_location.png" width="80%" align="center">
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||||
<img src="static/installation/2_install_ubuntu_6_user.png" width="80%" align="center">
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<img src="static/installation/2_install_ubuntu_7_finish_0.png" width="80%" align="center">
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||||
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||||
<img src="static/installation/2_install_ubuntu_7_finish_1.png" width="80%" align="center">
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||||
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||||
<img src="static/installation/2_install_ubuntu_8_restart.png" width="80%" align="center">
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### Configure Ubuntu
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After installation, the virtual machine may reboot automatically.
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If not, simple start it again.
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This takes you to the login screen.
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Sign on with the credentials you specified during installation.
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<img src="static/installation/3_configure_ubuntu_0_first_startup.png" width="80%" align="center">
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If an "Update" widget appears in the next moments,
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simply ignore it by clicking "Remind me later".
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You will learn how to update an Ubuntu system from the command line further below.
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<img src="static/installation/3_configure_ubuntu_1_update.png" width="60%" align="center">
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After the first sign-on, a "First Steps" wizard pops up.
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As Ubuntu is only installed on a virtual machine,
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do not connect to any online accounts,
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turn off the background telemetry (e.g., crash reports), and
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disable the location services.
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<img src="static/installation/3_configure_ubuntu_2_wizard_0_online_accounts.png" width="80%" align="center">
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<img src="static/installation/3_configure_ubuntu_2_wizard_1_telemetry.png" width="80%" align="center">
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||||
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||||
<img src="static/installation/3_configure_ubuntu_2_wizard_2_location_share.png" width="80%" align="center">
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<img src="static/installation/3_configure_ubuntu_2_wizard_3_apps.png" width="80%" align="center">
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Next, open the application launcher
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by clicking on the dots in the lower left corner,
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seach for the "Terminal" app,
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and open it.
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|
||||
<img src="static/installation/3_configure_ubuntu_3_terminal_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/3_configure_ubuntu_3_terminal_1.png" width="80%" align="center">
|
||||
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||||
### Update Ubuntu
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The first thing you want to always do after a fresh installation
|
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is to check for available updates.
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The command to enter in the terminal is `sudo apt update`.
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`sudo` is simply the Linux way of saying
|
||||
"the following command needs administrator privileges".
|
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`apt` is Ubuntu's default program to manage the installed [software packages <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Package_manager).
|
||||
The sub-command `update` checks if updates are available.
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||||
Using `sudo` implies that you have to enter your user's password in the terminal.
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|
||||
<img src="static/installation/4_update_ubuntu_0_apt_update_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_0_apt_update_1.png" width="80%" align="center">
|
||||
|
||||
As we can tell from the previous screenshot,
|
||||
there are packages that can be upgraded.
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To start the upgrade process, type `sudo apt upgrade`.
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||||
The terminal then asks if it should proceed
|
||||
while listing all the packages to be upgraded.
|
||||
Press the "Enter" key to continue.
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_1_apt_upgrade_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_1_apt_upgrade_1.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_1_apt_upgrade_2.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_1_apt_upgrade_3.png" width="80%" align="center">
|
||||
|
||||
Commonly, when individual packages are upgraded,
|
||||
they may not need some other package any more to work.
|
||||
In general, we say that if package *A* needs package *B* to function correctly,
|
||||
package *B* is a [dependency <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Coupling_%28computer_programming%29) of package *A*.
|
||||
The command `sudo apt autoremove` removes unneeded packages
|
||||
from the virtual machine, freeing some of its hard drive's storage.
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_2_apt_autoremove_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_2_apt_autoremove_1.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_2_apt_autoremove_2.png" width="80%" align="center">
|
||||
|
||||
Finally, after the system upgrade, restart the machine.
|
||||
You can do that
|
||||
by clicking on the tray icons in the upper right corner
|
||||
and using the provided graphical options.
|
||||
|
||||
<img src="static/installation/4_update_ubuntu_3_restart.png" width="80%" align="center">
|
||||
|
||||
Congratulations!
|
||||
You now have a virtual machine running the latest Ubuntu Linux.
|
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|
||||
|
||||
## Install VirtualBox's Guest Additions
|
||||
|
||||
In order to make the newly created *virtual* Ubuntu machine,
|
||||
which takes the role of the **guest** system,
|
||||
interact seamlessly with your *physical* computer,
|
||||
which takes the role of the **host** system,
|
||||
you can (and should) install VirtualBox's [Guest Additions](https://www.virtualbox.org/manual/ch04.html).
|
||||
One example for a seamless integration is
|
||||
that the guest system's screen resolution auto-adjusts
|
||||
whenever you resize the VirtualBox window in that it is running.
|
||||
|
||||
To install the Guest Additions,
|
||||
first start the virtual machine and sign in.
|
||||
Then, choose the "Insert Guest Additions CD image ..." in the "Devices" menu
|
||||
in the enclosing VirtualBox window.
|
||||
Just to state the maybe obvious:
|
||||
This menu option is *not* available in the Ubuntu system.
|
||||
Depending on your host system, the menu may look different.
|
||||
If this option does not exist at all,
|
||||
you could also "insert" the Guest Additions CD
|
||||
as described in the "[Inserting CDs/DVDs](#inserting-cdsdvds)" section above.
|
||||
You may be prompted to download the Guest Additions ISO file first.
|
||||
|
||||
<img src="static/installation/5_guest_additions_0_insert_disk_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/5_guest_additions_0_insert_disk_1.png" width="40%" align="center">
|
||||
|
||||
<img src="static/installation/5_guest_additions_0_insert_disk_2.png" width="40%" align="center">
|
||||
|
||||
The Ubuntu guest system should automatically detect
|
||||
that the inserted CD has an auto-run option.
|
||||
Simply, click "Run" and confirm the action with your user's password.
|
||||
|
||||
<img src="static/installation/5_guest_additions_1_autostart.png" width="80%" align="center">
|
||||
|
||||
A script is run inside a terminal window.
|
||||
Wait until this is finished and hit the "Enter" key.
|
||||
|
||||
<img src="static/installation/5_guest_additions_2_install.png" width="80%" align="center">
|
||||
|
||||
After the installation of the Guest Additions,
|
||||
do not forget to eject the CD
|
||||
by right-clicking on the disk symbol and selecting "Eject".
|
||||
|
||||
<img src="static/installation/5_guest_additions_3_eject.png" width="80%" align="center">
|
||||
|
||||
|
||||
### Add a Shared Folder
|
||||
|
||||
Another benefit of installing the Guest Additions is
|
||||
that you can set up a shared folder
|
||||
between your physical host system and the virtual Ubuntu guest system.
|
||||
You can use that, for example,
|
||||
to back up SQL files created inside the virtual machine
|
||||
in your common file system.
|
||||
|
||||
First, power off the machine
|
||||
and open the "Settings" widget with the orange "Settings" button in the toolbar.
|
||||
There, go to the "Shared Folders" tab on the left.
|
||||
Then, click on the "Add Folder" symbol on the right,
|
||||
and choose a folder on your personal computer's file system
|
||||
(e.g., a good choice could be your "Desktop" folder).
|
||||
Also, check the "Auto-mount" option.
|
||||
|
||||
<img src="static/installation/6_shared_folder_0.png" width="60%" align="center">
|
||||
|
||||
<img src="static/installation/6_shared_folder_1.png" width="40%" align="center">
|
||||
|
||||
<img src="static/installation/6_shared_folder_2.png" width="60%" align="center">
|
||||
|
||||
After signing in the next time,
|
||||
Ubuntu's file browser should show you the shared folder
|
||||
(i.e., "*sf_shared*" in the screenshot below)
|
||||
as an external drive (i.e., that's why the "Eject" symbol is next to "*sf_shared*").
|
||||
|
||||
<img src="static/installation/6_shared_folder_3.png" width="80%" align="center">
|
||||
|
||||
|
||||
## Install PostgreSQL Server
|
||||
|
||||
With a ready Ubuntu installation it is now time
|
||||
to install and set up a [PostgreSQL](https://www.postgresql.org/) server.
|
||||
|
||||
To do so, open a new terminal window in the virtual machine
|
||||
and run the `sudo apt install postgresql postgresql-contrib` command.
|
||||
The `install` sub-command of the `apt` program does what we expect it to.
|
||||
While the `postgresql` package contains all the basic features,
|
||||
the `postgresql-contrib` package offers some common [additional modules](https://www.postgresql.org/docs/10/contrib.html).
|
||||
|
||||
<img src="static/installation/7_install_postgres_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/7_install_postgres_1.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/7_install_postgres_2.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/7_install_postgres_3.png" width="80%" align="center">
|
||||
|
||||
With the command `sudo service postgresql status` one can check
|
||||
if Postgres is running as a service on the virtual machine.
|
||||
To exit the status view, press the "q" key.
|
||||
|
||||
<img src="static/installation/7_install_postgres_4.png" width="80%" align="center">
|
||||
|
||||
|
||||
## Install Git
|
||||
|
||||
To clone the [GitHub repository <img height="12" style="display: inline-block" src="static/link/to_gh.png">](https://github.com/webartifex/intro-to-sql)
|
||||
with the materials for this course,
|
||||
you must first install the [git](https://git-scm.com/) utility.
|
||||
`git` is a so-called **[version control <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Version_control)** software.
|
||||
|
||||
To do so, run the command `sudo apt install git` in a terminal.
|
||||
|
||||
<img src="static/installation/8_install_git_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/8_install_git_1.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/8_install_git_2.png" width="80%" align="center">
|
||||
|
||||
To check if `git` works,
|
||||
you could run a command like `git --version`
|
||||
that simply shows the installed version of `git`.
|
||||
|
||||
<img src="static/installation/8_install_git_3.png" width="80%" align="center">
|
||||
|
||||
`git` is a tool worth learning about in detail.
|
||||
As a reading recommendation,
|
||||
the best source for an introduction to `git`
|
||||
is probably the official [online book](https://git-scm.com/book/en/v2/).
|
||||
|
||||
|
||||
### Configure Git
|
||||
|
||||
To get `git` to work in our virtual machine,
|
||||
we must at least go through the [First-time Git Setup](https://git-scm.com/book/en/v2/Getting-Started-First-Time-Git-Setup) chapter
|
||||
in the official book.
|
||||
In summary,
|
||||
you simply have to specify your name and email (or anonymous substitutes)
|
||||
in a terminal with the following commands:
|
||||
- `git config --global user.name "<your name>"` and
|
||||
- `git config --global user.email "<your email>"`.
|
||||
|
||||
To check if the configuration is stored, run `git config --list`.
|
||||
|
||||
<img src="static/installation/9_configure_git.png" width="80%" align="center">
|
||||
|
||||
|
||||
### Download the Course Materials
|
||||
|
||||
To obtain your own copy of the course materials,
|
||||
you must "[clone](https://git-scm.com/book/en/v2/Git-Basics-Getting-a-Git-Repository)"
|
||||
the [GitHub repository <img height="12" style="display: inline-block" src="static/link/to_gh.png">](https://github.com/webartifex/intro-to-sql)
|
||||
with the materials.
|
||||
That is done with the command `git clone https://github.com/webartifex/intro-to-sql.git`.
|
||||
In the screenshot,
|
||||
you see this done
|
||||
after going into the virtual machine's "Desktop" folder with `cd Desktop/`.
|
||||
Alternatively, you could clone the repository into your user's home folder
|
||||
(i.e., what the `~` means).
|
||||
|
||||
<img src="static/installation/10_download_materials.png" width="80%" align="center">
|
||||
|
||||
|
||||
## Verify Python works
|
||||
|
||||
As this course also shows
|
||||
how to embed a database like Postgres
|
||||
in a typical backend application,
|
||||
written, for example, in [Python <img height="12" style="display: inline-block" src="static/link/to_py.png">](https://www.python.org/),
|
||||
we need to ensure that we can start a Python process.
|
||||
|
||||
By default, recent Ubuntu versions
|
||||
come with [Python 3 <img height="12" style="display: inline-block" src="static/link/to_py.png">](https://docs.python.org/3/) pre-installed.
|
||||
The command `sudo apt install python3` confirms that:
|
||||
The `python3` package is already there.
|
||||
|
||||
<img src="static/installation/11_install_python_0.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/11_install_python_1.png" width="80%" align="center">
|
||||
|
||||
We could just as well start an interactive Python shell
|
||||
with the simple `python3` command.
|
||||
|
||||
<img src="static/installation/11_install_python_2.png" width="80%" align="center">
|
||||
|
||||
Typing `python` for short instead fails.
|
||||
This command used to point to the Python 2 installation, which has been discontinued.
|
||||
|
||||
<img src="static/installation/11_install_python_3.png" width="80%" align="center">
|
||||
|
||||
For convenience, install the `python-is-python3` package.
|
||||
Then, you may use the `python` and `python3` commands interchangeably.
|
||||
|
||||
<img src="static/installation/11_install_python_4.png" width="80%" align="center">
|
||||
|
||||
<img src="static/installation/11_install_python_5.png" width="80%" align="center">
|
||||
|
||||
Congratulations!
|
||||
You are now all set to follow this course and learn about SQL.
|
||||
|
39
README.md
|
@ -3,5 +3,42 @@
|
|||
This project is a *thorough* introductory course
|
||||
in **[SQL <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/SQL)**
|
||||
and **[databases <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Database)**
|
||||
based on the free and open-source database [PostgreSQL <img height="12" style="display: inline-block" src="static/link/to_postgres.png">](https://www.postgresql.org/).
|
||||
based on the free and open-source database **[PostgreSQL <img height="12" style="display: inline-block" src="static/link/to_postgres.png">](https://www.postgresql.org/)** (or "Postgres" for short).
|
||||
|
||||
|
||||
## Installation
|
||||
|
||||
To follow this course, an installation of **PostgreSQL 13** or higher is expected.
|
||||
If you know how to do this on your own machine,
|
||||
you may do so at your own discretion.
|
||||
Yet, to ensure that
|
||||
each student has a development environment
|
||||
similar to the instructor's one,
|
||||
follow this *extensive* **[installation tutorial](INSTALL.md)**
|
||||
and set up a [virtual machine <img height="12" style="display: inline-block" src="static/link/to_wiki.png">](https://en.wikipedia.org/wiki/Virtual_machine)
|
||||
with all the required software on it.
|
||||
The estimated time for this should be around *one hour*.
|
||||
|
||||
|
||||
## Contributing
|
||||
|
||||
Feedback **is highly encouraged** and will be incorporated.
|
||||
Open an issue in the [issues tracker <img height="12" style="display: inline-block" src="static/link/to_gh.png">](https://github.com/webartifex/intro-to-sql/issues)
|
||||
or initiate a [pull request <img height="12" style="display: inline-block" src="static/link/to_gh.png">](https://help.github.com/en/articles/about-pull-requests)
|
||||
if you are familiar with the concept.
|
||||
Simple issues that *anyone* can **help fix** are, for example,
|
||||
**spelling mistakes** or **broken links**.
|
||||
If you feel that some topic is missing entirely, you may also mention that.
|
||||
The materials here are considered a **permanent work-in-progress**.
|
||||
|
||||
|
||||
## About the Author
|
||||
|
||||
Alexander Hess is a PhD student
|
||||
at the Chair of Logistics Management at [WHU - Otto Beisheim School of Management](https://www.whu.edu)
|
||||
where he conducts research on urban delivery platforms
|
||||
and teaches coding and data science courses
|
||||
based on Python & SQL in the BSc and MBA programs.
|
||||
|
||||
Connect with him on [LinkedIn](https://www.linkedin.com/in/webartifex).
|
||||
|
||||
|
|
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static/installation/4_update_ubuntu_2_apt_autoremove_0.png
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static/installation/4_update_ubuntu_2_apt_autoremove_1.png
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static/installation/4_update_ubuntu_2_apt_autoremove_2.png
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static/installation/4_update_ubuntu_3_restart.png
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static/installation/9_configure_git.png
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3
static/installation/README.md
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|
@ -0,0 +1,3 @@
|
|||
This folder contains screenshots
|
||||
used to describe the installation of a Ubuntu
|
||||
inside a VirtualBox machine.
|
BIN
static/link/to_gh.png
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BIN
static/link/to_py.png
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