It is recommended that you use a clean installation of Lion client before upgrading to Lion Server.



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Wazza s Lion Server QuickStart 1. Installing Lion Server About this Document This document is the first in a series of documents describing the process of installing and configuring a Mac OS X 10.7 Server for use in a school environment. This document describes the process of installing Lion Server on a computer that has Lion client already installed and correctly configured for use on your network. It is recommended that you use a clean installation of Lion client before upgrading to Lion Server. If you have purchased a Mac Mini server that already has Lion Server installed, you will not need to re-install the server software. But you will need to follow the setup application to configure the server for use on your network. Other documents in this series are available at: servernotes.wazmac.com These notes are not a comprehensive description of a total server configuration - only of the configuration of those services that may be required on a typical school network. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 1

1. Getting Started - Hardware preparation Note: If you have purchased new server hardware with the Lion Server software pre-installed, skip this section and move straight to the next document in this series. Lion Server can only be installed on Macs with at least an Intel Core 2 Duo chipset. 2Gb of RAM is the recommended minimum. More information about Lion Server s system requirements and technical specifications is available at: http://www.apple.com/macosx/server/specs.html Your server should ideally have (at least) two disks: - Server HD - for the server OS and client images; - Data - for the storage of student and teacher files. If you are using an imac or similar for your server, you may need to partition an existing disk to achieve this arrangement. If you will be making use of the Wiki server, the Wiki user files are stored by default on the same HD as the system files (ie Server HD). This has implications for storage space requirements, and should be kept in mind if you are partitioning a single HD. If you are installing Lion Server on a machine with more than two disks I would suggest using the first disk for the operating system, the second disk for staff Home folders, and the third disk for student Home folders. Or, alternatively (in a large school), spreading the student home folders over two disks. 2. Lion Software Installation If you are installing Mac OS X Server on existing hardware, you will need to install a clean copy of Mac OS X Lion, then upgrade to Lion Server. Further information about this process is available at: http://www.apple.com/macosx/server/how-to-buy/ It is also possible to upgrade from an existing installation of Mac OS X 10.6.8 Server, though I would recommend the start from scratch option as the preferred method, as you are more assured of not transferring any problematic configurations from your existing installation. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 2

3. Initial Lion Configuration The computer on which you are installing this software will need an active Internet connection. Lion Server software is an addition to the base Lion client software. Mac OS X Lion needs to be installed on the computer which is to be used as a server, before installing Lion Server. (Of course, if you have purchased a server from Apple, with the server software already installed, skip this section and move straight to the next document.) Ideally you will be setting up a computer with a clean install of Mac OS X 10.7. To do this, you will need an original Lion install disk, or an upgrade of an installation of Mac OS X 10.6.8 (preferably a clean installation) to Lion through the online App Store. The administrator user that you configure on this computer will be the administrator user for your server - so choose an appropriate username and password! There are a number of settings that you need to check before you upgrade your computer from Lion to Lion Server. 3.1. Update System Run Software Update to bring your system software up to the latest version. 3.2. Network Settings Set your computer to a static IP address. (Check with your network administrator for a suitable address for your server.) 3.2.1. Go to System Preferences > Network. 3.2.2. Adjust the Configure IP settings to Manually, then enter the appropriate static IP address information. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 3

3.2.3. Click on Advanced > DNS and enter a DNS server address. Some consideration is required here... If you have a local DNS server that has an entry for the IP address of your new server, use this DNS server address. You can check the validity of this DNS server by going to Applications > Network Utility and clicking on the Lookup tab... Enter the IP address of the computer you are setting up as your new server. Click on the Lookup button. The results should display a successful recognition of the name of a server at that address. If you receive a not found message, indicating that your local DNS server doesn t have an entry for the IP address, enter the IP address of the DNS server that you use regularly for accessing the Internet. 3.2.4. Check your that your network settings are functioning correctly - open a web browser and connect to the Internet. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 4

3.3. Computer Name 3.3.1. Go to System Preferences > Sharing. 3.3.2. Set the Computer Name to an appropriate server name. This is important, as this name will form part of your server address. 3.3.3. Enable Screen Sharing - for remote admin. 3.4. Finder Preferences 3.4.1. If you have installed Lion from scratch, go to Finder > Preferences. 3.4.2. Select to show all items on the desktop. 3.4.3. Adjust any other personal preferences (screensaver, etc. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 5

4. Download Lion server 4.1. Click on the App Store icon in the Dock. (You will need to have an Apple ID to shop in the App Store.) 4.2. In the App Store search for Lion Server. 4.3. Purchase and download the Server app. 4.3.1. If you have purchased this app previously, using the same ID, you will be advised that the update is free. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 6

5. Install Lion Server 5.1. After the purchase and download of the Lion Server update, you will see the server Welcome screen. Click on the Continue button and confirm the license agreement. 5.2. You will now be asked to continue to download and install the software. Click on the Continue button. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 7

5.3. The progress of the installation process will be displayed on the screen. 5.4. You will be advised when the process is complete. Click the Finish button. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 8

5.5. When the installation process is complete you will see the Server App window. If you have used Mac OS X Server previously, you will no doubt feel a bit lost by the lack of familiar tools - in particular no mention of services such as DNS, DHCP, etc. Tools to manage other advanced services are provided in a separate download from Apple, and distinguish a Basic server from an Advanced server. The installation of Server Admin Tools is discussed in the next document in this series. 5.6. Navigate to the Applications folder, and locate the Server app. Drag the Server app to the Dock, for easier access. While you re there, navigate to Applications > Utilities and drag the Network Utility to the Dock also. Wazza s QuickStart - OSX Server 10.7 Adv- 1: Lion Server Installation 9