core-extra/docs/install.md

# Installation

* Table of Contents
{:toc}

## Overview

CORE provides a script to help automate installing all required software
to build and run, including a python virtual environment to run it all in.

The following tools will be leveraged during installation:

|Tool|Description|
|---|---|
|[pip](https://pip.pypa.io/en/stable/)|used to install pipx|
|[pipx](https://pipxproject.github.io/pipx/)|used to install standalone python tools (invoke, poetry)|
|[invoke](http://www.pyinvoke.org/)|used to run provided tasks (install, daemon, gui, tests, etc)|
|[poetry](https://python-poetry.org/)|used to install the managed python virtual environment for running CORE|

## Required Hardware

Any computer capable of running Linux should be able to run CORE. Since the physical machine will be hosting numerous
containers, as a general rule you should select a machine having as much RAM and CPU resources as possible.

## Supported Linux Distributions

Plan is to support recent Ubuntu and CentOS LTS releases.

Verified:
* Ubuntu - 18.04, 20.04
* CentOS - 7.8, 8.0*

> **NOTE:** Ubuntu 20.04 requires installing legacy ebtables for WLAN
> functionality

> **NOTE:** CentOS 8 does not provide legacy ebtables support, WLAN will not
> function properly

> **NOTE:** CentOS 8 does not have the netem kernel mod available by default

CentOS 8 Enabled netem:
```shell
sudo yum update
# restart into updated kernel
sudo yum install -y kernel-modules-extra
sudo modprobe sch_netem
```

## Utility Requirements

* iproute2 4.5+ is a requirement for bridge related commands
* ebtables not backed by nftables

## Upgrading

Please make sure to uninstall the previous installation of CORE cleanly
before proceeding to install.

Previous install was built from source:
```shell
cd <CORE_REPO>
sudo make uninstall
make clean
./bootstrap.sh clean
```

Installed from previously built packages:
```shell
# centos
sudo yum remove core
# ubuntu
sudo apt remove core
```

## Automated Installation

> **NOTE:** installing globally can have issues with dependency conflicts etc

The automated install will install do the following:
* install base tools needed for installation
  * python3, pip, pipx, invoke, poetry
* installs system dependencies for building core
* installs latest version of [OPSF MDR](https://github.com/USNavalResearchLaboratory/ospf-mdr)
* installs core into poetry managed virtual environment or locally, if flag is passed
* installs scripts pointing to python interpreter being used
* installs systemd service, disabled by default

After installation has completed you should be able to run the various
CORE scripts for running core.

> **NOTE:** provide a prefix that will be found on path when running as sudo
> if the default prefix is not valid

```shell
# clone CORE repo
git clone https://github.com/coreemu/core.git
cd core

# run install script
# script usage: install.sh [-v] [-d] [-l] [-p <prefix>]
#
# -v enable verbose install
# -d enable developer install
# -l enable local install, not compatible with developer install
# -p install prefix, defaults to /usr/local
./install.sh
```

### Unsupported Linux Distribution

If you are on an unsupported distribution, you can look into the
[install.sh](https://github.com/coreemu/core/blob/master/install.sh)
and
[tasks.py](https://github.com/coreemu/core/blob/master/tasks.py)
files to see the various commands ran to install CORE and translate them to
your use case, assuming it is possible.

If you get install down entirely, feel free to contribute and help others.

## Installed Scripts

After the installation complete it will have installed the following scripts.

| Name | Description |
|---|---|
| core-cleanup | tool to help removed lingering core created containers, bridges, directories |
| core-cli | tool to query, open xml files, and send commands using gRPC |
| core-daemon | runs the backed core server providing TLV and gRPC APIs |
| core-gui | runs the legacy tcl/tk based GUI |
| core-imn-to-xml | tool to help automate converting a .imn file to .xml format |
| core-manage | tool to add, remove, or check for services, models, and node types |
| core-pygui | runs the new python/tk based GUI |
| core-python | provides a convenience for running the core python virtual environment |
| core-route-monitor | tool to help monitor traffic across nodes and feed that to SDT |
| core-service-update | tool to update automate modifying a legacy service to match current naming |
| coresendmsg | tool to send TLV API commands from command line |

## Running User Scripts

If you create your own python scripts to run CORE directly or using the gRPC/TLV
APIs you will need to make sure you are running them within context of the
installed virtual environment. To help support this CORE provides the `core-python`
executable. This executable will allow you to enter CORE's python virtual
environment interpreter or to run a script within it.

> **NOTE:** the following assumes CORE has been installed successfully

```shell
core-python <script>
```

If CORE was installed locally, then you can run scripts using the default python3
interpreter.

```shell
python3 <script>
```

## Installing EMANE

> **NOTE:** installng emane for the virtual environment is known to work for 1.21+
> **NOTE:** automated install currently targets 1.25

There is an invoke task to help with installing EMANE, which attempts to
build EMANE from source, but has issue on systems with older protobuf-compilers.

```shell
cd <CORE_REPO>

# install to virtual environment
inv install-emane

# install locally to system python3
inv install-emane -l
```

Alternatively EMANE can be installed from deb or RPM packages or from source. See the
[EMANE GitHub](https://github.com/adjacentlink/emane) for full details.
With the caveat that the python bindings need to be installed into CORE's
virtualenv, unless installed locally.

### Installing EMANE Python Bindings for Virtual Environment

If you need to just install the EMANE python bindings to the CORE virtual
environment, since you are installing EMANE itself from pre-built packages.
You can run the following

Leveraging the following wiki:
[build EMANE](https://github.com/adjacentlink/emane/wiki/Build)

The following would install the EMANE python bindings after being
successfully built.
```shell
# clone and build emane python bindings
git clone https://github.com/adjacentlink/emane.git
cd emane
./autogen.sh
PYTHON=python3 ./configure --prefix=/usr
cd src/python
make

# install to core virtual environment
cd <CORE_REPO>/daemon
poetry run pip install <EMANE_REPO>/src/python
```

## Using Invoke Tasks

The invoke tool installed by way of pipx provides conveniences for running
CORE tasks to help ensure usage of the create python virtual environment.

```shell
inv --list

Available tasks:

  daemon            start core-daemon
  install           install core, poetry, scripts, service, and ospf mdr
  install-emane     install emane and the python bindings
  install-scripts   install core script files, modified to leverage virtual environment
  install-service   install systemd core service
  test              run core tests
  test-emane        run core emane tests
  test-mock         run core tests using mock to avoid running as sudo
  uninstall         uninstall core, scripts, service, virtual environment, and clean build directory
```

Print help for a given task:
```shell
inv -h install

Usage: inv[oke] [--core-opts] install [--options] [other tasks here ...]

Docstring:
  install core, poetry, scripts, service, and ospf mdr

Options:
  -d, --dev                    install development mode
  -p STRING, --prefix=STRING   prefix where scripts are installed, default is /usr/local
  -v, --verbose                enable verbose
```