Linux Installfest HOWTO


Eric (AKA Rick) Meyerhoff


          <rick-at-eworld3-dot-net>
        
2004-06-01

Revision History
Revision 1.6 2012-01-01 EM
Annual review and update. Removed references to modems, floppy disks, floppy
drives. Updated the GNU Free Documentation License to Version 1.3.
Revision 1.5 2011-01-06 EM
Annual review and update.
Revision 1.4 2010-01-01 EM
Annual review and update. Just changed the copyright date.
Revision 1.3 2006-12-31 EM
Annual review and update. Just changed the copyright date and added AKA.
Revision 1.2 2006-04-12 EM
Added the Translations section, corrected the section number references in
the license and removed the reference to the defunct www.installfest.org.
Revision 1.1 2004-09-04 EM
Added obfuscated email address.
Revision 1.0 2004-06-01 EM
Initial release. Thanks to Tabatha "CTRL-I" Marshall for all her
encouragement.

Abstract
This document provides some guidelines that should help you run a successful
installfest.
-------------------------------------------------------------------------------
Table of Contents


  1._Introduction


        1.1._Copyright_and_License

        1.2._Scope

        1.3._Version

        1.4._Translations

        1.5._Disclaimer


  2._Roles

  3._Before,_During_and_After


        3.1._Before_(preparation)

        3.2._During_(on_the_day_of_the_installfest)

        3.3._After_(lessons_learned)


  A._Sample_Forms


        1._Data_Sheet

        2._Legal_Protection


              2.1._Release

              2.2._Waiver



  B._Useful_Web_Sites

  C._GNU_Free_Documentation_License


1. Introduction

This document provides some guidelines that should help you run a successful
installfest. For purposes of this document, an installfest is a gathering at
which experienced Linux users assist less experienced users with the
installation and configuration of Linux distributions, and where Linux users
can bring Linux systems to receive assistance with system problem remediation.
Please take from this document whatever you want. It is meant to be a guide,
not a recipe that must be followed exactly to have a successful installfest.
Any installfest where most of the people leave happy is a successful event.

1.1. Copyright and License

Copyright (c) 2003 through 2012 Eric Meyerhoff. Permission is granted to copy,
distribute and/or modify this document under the terms of the GNU Free
Documentation License, Version 1.2 or any later version published by the Free
Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no
Back-Cover Texts. A copy of the license is included in the section entitled
"GNU Free Documentation License".

1.2. Scope

In order to limit the scope of this document, there are some issues that will
not be covered:

* While other activities may occur at the same time and in roughly the same
  location as an installfest, they will not be considered part of the
  installfest for the purposes of this document.
* This document does not include any discussion of technical issues related to
  the installation of any Linux distribution.
* This document does not currently contain any discussion of installfest server
  or network configuration, although such a discussion may be added to this
  document in the future. It may be more appropriate for such information to be
  contained in a separate HOWTO.
* This document does not contain any discussion of new user education.


1.3. Version

The current version of this document can be found at The_Linux_Documentation
Project_(http://www.tldp.org)

1.4. Translations

You are welcome to translate this document into another language but please see
the TRANSLATIONS section of the license for information regarding your
responsibilities.
Also, please work with the helpful and kind people at The_Linux_Documentation
Project_(http://www.tldp.org) so that you can contribute your translation to
the project.

1.5. Disclaimer

No liability for the contents of this document can be accepted. Use the
concepts, examples and information at your own risk. There may be errors and
inaccuracies, that could be damaging to your system. Proceed with caution, and
although it is highly unlikely that accidents will happen because of following
advice or procedures described in this document, the author(s) take no
responsibility for damage claimed to be caused by doing so.
All copyrights are held by their by their respective owners, unless
specifically noted otherwise. Use of a term in this document should not be
regarded as affecting the validity of any trademark or service mark. Naming of
particular products or brands should not be seen as endorsements.

2. Roles

People involved in an installfest will assume one or more of the following
roles


  coordinator
      contact for all other participants

  host
      has the connection to the location

  sponsor
      represents an organization that provides the location, equipment,
      network, materials, food, beverages, etc. to the installfest

  user
      needs assistance installing a Linux distribution or solving a specific
      problem

  receptionist

      * greets people as they come in, gives them a name tag and has them sign
        a waiver
      * can direct people to the restrooms, the nearest computer store
      * orders food and beverages


  tier 1 support
      people who are knowledgeable about Linux and are willing to share their
      knowledge and provide hands-on assistance to users

  tier 2 support
      sets up and maintains network hardware and services (DNS, DHCP), mirrors
      of Linux distributions


3. Before, During and After

This HOWTO has three sections for things you should think about or do before,
during and after the day of the installfest. It is assumed that you will be
having installfests periodically and hopefully regularly.

3.1. Before (preparation)


3.1.1. date, time and duration

In order to reach the most people, fests should be held on both weekends and
weekdays. The time of day is not as important as the duration of the fest,
which should be 6 to 10 hours. Here is why:

* some people will not be able to arrive when the fest starts
* it takes time to get systems moved in, connected, disconnected and moved out
  of the working area
* making sub-systems like sound, printers and other peripherals function
  properly sometimes takes as long as a Linux installation
* some people want to get some life out of older CPUs but OS installation takes
  longer on slower machines


3.1.2. location

Make sure that the place where your installfest will be held has:


  strong tables
      Each table may have to hold multiple monitors and computers.

  restrooms

  chairs
      People will want to sit down since they will be at the fest for several
      hours.

  Internet access
      Some people will want to know that they can access the Internet from
      their computer. Some people will need to download drivers or other
      software. A lot of helpful information is available on the Net. There is
      a list of Web sites at the end of this document.

  an address that is easy to find
      A map and simple directions will help.

  an easy way to get hardware in and out
      How will people bring their hardware from their cars to the installation
      room? Are carts and elevators available?

  sufficient AC power
      Try to make sure that you have enough power for the number of computers
      that you expect people to bring. You do not want people to suddenly lose
      power because one person too many turned on his or her computer.
      How much power does a computer need? Laptops need about 0.5 amps. For a
      desktop/tower/workstation type of computer the amount of power needed
      depends on the monitor, number of disk drives, etc. Basically though, if
      everything is connected to one power strip, then they need at most 3 to 4
      amps at the moment that the power is turned on and 1.5 to 2 amps while
      they are running.
      You should try to have access to the circuit breakers either directly or
      through readily available maintenance staff.

If you are lucky you will be able to make arrangements to regularly hold
installfests at a few locations that meet your needs. If possible you should
hold your fests at a variety of locations such as technical colleges,
universities and businesses because Linux is for everyone.

3.1.3. administration



  Linux distributions (distros)
      Make sure that you will have several copies of the latest versions of the
      major Linux distributions available on CD. To learn which distributions
      to make available, please do a little research on the Web sites listed in
      the appendix of this document.

  installfest server
      You may want to consider setting up a server for:

      * DNS
      * DHCP
      * mirrors of distributions

      You should provide multiple methods of accessing the distributions on the
      server:

      * FTP
      * rcp
      * HTTP
      * CD burning
      * NFS

      In order to conserve disk space you can create a virtual CD-ROM jukebox.
      See Randolph J. Tata's "CDServer-HOWTO" (http://talcon.com/cdserver-
      howto/) and Jeremy Impson's article "Build a Virtual CD-ROM Jukebox"
      (http://www.linuxjournal.com/article.php?sid=5639) for more information.
      Hopefully someone will create a new Linux distribution to make it easy to
      set up such a server.

  name tags
      Something similar to the classic "hello my name is:" stickers.

  misc. office supplies
      You may want to make some of the following items available: scratch
      paper, ball-point pens, sharpies, scissors, stapler, duct tape, packing
      tape, blank CD-R media.

  advertising
      People will need to know:

      * when and where the installfest will be held
      * what to expect: waiver, soft drinks, pizza
      * that if they wish to install a Linux distribution should bring every
        part of their computer system: monitor, keyboard, mouse, speakers, USB
        devices, power strip. Support people will need all the components to
        make sure everything is functioning properly.
      * that they may want to bring blank CD-R media to trade for copies of
        distributions on CD-R (they should determine the number of disks needed
        for each distribution)

      Here are some places to consider advertising:

      * local computer user Web sites
      * local news media
      * local computer retail stores


  minimum system requirements
      Some people will want to install Linux on very old/slow systems in an
      attempt to make them usable. This is OK, but there are limitations.
      Please look at the distributions area of www.linux.org for minimalist
      distributions. You may want to include minimum system requirements in
      your installfest advertisement so that people do not show up with an old
      machine, hoping to turn it into a power-house but leave disappointed.

  networking equipment
      someone will need to bring network switches and cables

  signage
      You should have a few signs posted to help people find their way around
      the location and provide other information. Some examples are:

      * main entrance: So people know that they have found the right location.
      * reception desk: People will need to find the reception desk from the
        main entrance.
      * installation room: People will need to know how to get to the
        installation from the reception desk.
      * rest rooms
      * networking information


  food and beverages
      Due to the duration of an installfest you should consider the
      availability of food and drink.
      Pizza usually works out well. Tell people that you will be collecting a
      specific amount of money at the door for pizza. If they do not want to
      share some pizza, then they do not need to pay. In order to know who has
      paid, use an ink stamp to mark their hand. Do not forget paper plates and
      napkins.
      If there are no vending machines at the location you may want to provide
      soft drinks, including water and possibly coffee during the fest. If you
      do provide drinks, you should consider selling them at cost.


3.2. During (on the day of the installfest)


  1. before the starting time
     The people who run the fest need to be at the location at least one hour
     before the fest is to begin. They will need time to set up the network,
     installfest server, power system, signage, etc.
  2. at the door/reception
     Depending on how you have decided to operate your fest, the receptionist
     will:

     o ask users to sign a waiver
     o ask users to fill out a data sheet
     o ask all attendees to contribute money for food and/or drinks
     o give all attendees name tags

  3. during
     Since you are using this HOWTO, everything will work out fine. People
     should understand that it is OK to ask around for help.
  4. after the fest is finished
     Make sure that all areas are cleaned up because you may want to use the
     location again and you do not want to give the location owner a bad
     impression. Look for: items people have forgotten, items that people
     brought as "give aways", drink cans and cups.


3.3. After (lessons learned)

We would like to continually improve this document and everyone's installfest
experience, so please share with us:

* what went wrong?
* what went well?
* new ideas?
* How this document helped or hindered you.


A. Sample Forms


1. Data Sheet

This data sheet is intended to be filled out by users when they arrive at the
reception area.
Installfest Data Sheet
This form is for your benefit! It will help you and anyone who works on your
computer to make reasonable decisions. Please complete one form per computer.
If you don't know the answer now, just wait until you do.
Your name: ______________________________________________________
CPU type: __________________________________ speed: ________ megahertz /
gigahertz
RAM: _________ megabytes
Hard drive 1: ______gigabytes/terabytes 2: ______gigabytes/terabytes 3:
______gigabytes/terabytes 4: ______gigabytes/terabytes
Video card: ____________________________
Monitor: ______________________________
Sound card: __________________________________________
Does this computer have (circle all that apply):

* CD or CD-RW drive
* DVD drive
* Blu-ray drive
* network interface
* printer
* other: _________________________________________

Which of these do you want to do:

  1. Install Linux:
     What distribution? ____________________________
     Do you need disks? Yes / No
  2. Fix one or more specific problems with an installation of Linux:
     What distribution is installed? __________________
     List the software tool(s) and/or hardware that you need help fixing:
     __________________________________________
  3. Other, please explain:____________________________

Do you want to (circle one):

  1. Dual-boot Linux and an already-installed OS?
     What is the name of other O.S.? ______________________
  2. Install Linux as the only O.S.?
  3. Install multiple Linux distributions?

What do you want to use the computer for? (circle all that apply)

* Internet access and usage
* learn Linux
* firewall
* server
* writing documents
* music/image storage
* other (please explain):

What is your skill level with (circle all that apply):

  1. Linux/Unix:
     first-timer
     rookie beginner
     intermediate
     advanced
     guru
  2. computer hardware:
     first-timer
     rookie beginner
     intermediate
     advanced
     guru
  3. ______________________ :
     first-timer
     rookie beginner
     intermediate
     advanced
     guru


2. Legal Protection

You may want to consider having users sign some kind of agreement before any
work is performed on their systems. Such a document will make it clear to users
exactly what they can and cannot expect from the installfest.
If you do decide to use one of these documents, please have it reviewed by a
lawyer in your area.
If you do have an agreement approved by a lawyer, please contribute to the
Linux community by sending a copy to the lead author of this HOWTO so that it
may be included in future versions.

2.1. Release

The following is a significantly modified version of a form posted on David
Pitts's Web site.
INSTALLFEST RELEASE FORM
By signing this release agreement between you and the group holding the
installfest (members of the __________________________ Linux User's Group,
hereinafter referred to as Installers), you give up certain legal rights.
Therefore, you should read the agreement carefully. If you have any questions
about the legal effect of this agreement, you should consult an attorney and
not any of the Installers. Please be aware that you may not participate in the
installfest event unless you have signed this agreement. By signing this
release agreement, you acknowledge the following:

  1. That your signing this agreement is partial consideration for the services
     provided by Installers.
  2. That Installers do not promise that the work done on your computer
     equipment will be successful. An Installer will help you attempt to
     install, configure, or otherwise get the Linux operating system to work on
     your computer equipment. However, because of possible defects in computer
     software or computer hardware, including improperly configured computer
     hardware, not every attempt is successful.
  3. That the attempt to install, configure, or otherwise get the Linux
     operating system to work on your computer equipment has inherent dangers
     that no amount of care, caution, instruction, or expertise can eliminate.
  4. That any attempt to install, configure, or otherwise get the Linux
     operating system to work on your computer equipment, especially including
     any attempt to partition or re-partition your computer's hard drive, may
     result in the loss of some or all of the data stored on that hard drive.
     That you are hereby advised that you should back up all important data
     before the attempt to install, configure or otherwise get the Linux
     operating system to work on your computer equipment.
  5. That an installfest is an inherently chaotic event at which many computer
     components, peripherals and systems are present; therefore, you are
     responsible for the security of your property.
  6. That you are expressly assuming the risks of the dangers set forth above.
  7. That by signing this release agreement, you hereby forever release the
     Installers from any legal liability they might have arising from the
     attempt to install, configure, or otherwise get the Linux operating system
     to run on your computer equipment. That this release includes, but is not
     limited to, any losses caused by the negligence of any Installer who
     attempts to install, configure or otherwise get the Linux operating system
     to work on your computer.

By signing below, you agree that you understand the terms above:
Your:
signature: __________________________________________________
name: _______________________________________________________
month: ____________ day: __________ year: ________
Witness: signature: __________________________________________________
name: _______________________________________________________
month: ____________ day: __________ year: ________

2.2. Waiver

The following is Copyright 1998 Chris Halsall and the Victoria_Linux_Users
Group. Reuse permitted for Open Source Software promotion.
Linux InstallFest Waiver
I, _______________________________ acknowledge that I am participating in the
"Linux Install Festival" entirely at my own risk. I assume responsibility for
the integrity of the data on my computer system, have backed up all important
data, and I will hold the volunteer helpers blameless for any damage to my
computer system, to my data, or any other damages or liability that may result
through my participation in this event. I further agree to be responsible for
any licensing fees, shareware registrations, or other licensing requirements
that may apply to the software I will receive. The purpose of this event is to
distribute software packages that are Open Source, legally distributable with
no charge to the user.
Every reasonable effort will be made to ensure that my system operates
correctly before and after the installation, but I recognize that, because the
software installed at this event is licensed free of charge, the copyright
holder(s) and volunteer helpers and/or other parties provide this material "as
is" without warranty of any kind, either expressed or implied, including, but
not limited to, the implied warranties of merchantability and fitness for a
particular purpose. The entire risk as to the quality and performance of this
software, and the accuracy of its associated documentation, is with me. Should
this software or its associated documentation prove defective, I assume the
cost of all necessary servicing, repair, or correction.
Signature: __________________________________ Date: ___________

B. Useful Web Sites

These Web sites may be useful in planning and running an installfest:

* The_Linux_Documentation_Project_(www.tldp.org)
* www.linux.org
* www.distrowatch.com


C. GNU Free Documentation License

Version 1.3, 3 November 2008
Copyright © 2000, 2001, 2002, 2007, 2008 Free_Software_Foundation,_Inc.
Everyone is permitted to copy and distribute verbatim copies of this license
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  l. Preserve all the Invariant Sections of the Document, unaltered in their
     text and in their titles. Section numbers or the equivalent are not
     considered part of the section titles.
  m. Delete any section Entitled “Endorsements”. Such a section may not be
     included in the Modified Version.
  n. Do not retitle any existing section to be Entitled “Endorsements” or to
     conflict in title with any Invariant Section.
  o. Preserve any Warranty Disclaimers.

If the Modified Version includes new front-matter sections or appendices that
qualify as Secondary Sections and contain no material copied from the Document,
you may at your option designate some or all of these sections as invariant. To
do this, add their titles to the list of Invariant Sections in the Modified
Version’s license notice. These titles must be distinct from any other section
titles.
You may add a section Entitled “Endorsements”, provided it contains nothing but
endorsements of your Modified Version by various parties — for example,
statements of peer review or that the text has been approved by an organization
as the authoritative definition of a standard.
You may add a passage of up to five words as a Front-Cover Text, and a passage
of up to 25 words as a Back-Cover Text, to the end of the list of Cover Texts
in the Modified Version. Only one passage of Front-Cover Text and one of Back-
Cover Text may be added by (or through arrangements made by) any one entity. If
the Document already includes a cover text for the same cover, previously added
by you or by arrangement made by the same entity you are acting on behalf of,
you may not add another; but you may replace the old one, on explicit
permission from the previous publisher that added the old one.
The author(s) and publisher(s) of the Document do not by this License give
permission to use their names for publicity for or to assert or imply
endorsement of any Modified Version.

 5. COMBINING DOCUMENTS

You may combine the Document with other documents released under this License,
under the terms defined in section 4 above for modified versions, provided that
you include in the combination all of the Invariant Sections of all of the
original documents, unmodified, and list them all as Invariant Sections of your
combined work in its license notice, and that you preserve all their Warranty
Disclaimers.
The combined work need only contain one copy of this License, and multiple
identical Invariant Sections may be replaced with a single copy. If there are
multiple Invariant Sections with the same name but different contents, make the
title of each such section unique by adding at the end of it, in parentheses,
the name of the original author or publisher of that section if known, or else
a unique number. Make the same adjustment to the section titles in the list of
Invariant Sections in the license notice of the combined work.
In the combination, you must combine any sections Entitled “History” in the
various original documents, forming one section Entitled “History”; likewise
combine any sections Entitled “Acknowledgements”, and any sections Entitled
“Dedications”. You must delete all sections Entitled “Endorsements”.

 6. COLLECTIONS OF DOCUMENTS

You may make a collection consisting of the Document and other documents
released under this License, and replace the individual copies of this License
in the various documents with a single copy that is included in the collection,
provided that you follow the rules of this License for verbatim copying of each
of the documents in all other respects.
You may extract a single document from such a collection, and distribute it
individually under this License, provided you insert a copy of this License
into the extracted document, and follow this License in all other respects
regarding verbatim copying of that document.

 7. AGGREGATION WITH INDEPENDENT WORKS

A compilation of the Document or its derivatives with other separate and
independent documents or works, in or on a volume of a storage or distribution
medium, is called an “aggregate” if the copyright resulting from the
compilation is not used to limit the legal rights of the compilation’s users
beyond what the individual works permit. When the Document is included in an
aggregate, this License does not apply to the other works in the aggregate
which are not themselves derivative works of the Document.
If the Cover Text requirement of section 3 is applicable to these copies of the
Document, then if the Document is less than one half of the entire aggregate,
the Document’s Cover Texts may be placed on covers that bracket the Document
within the aggregate, or the electronic equivalent of covers if the Document is
in electronic form. Otherwise they must appear on printed covers that bracket
the whole aggregate.

 8. TRANSLATION

Translation is considered a kind of modification, so you may distribute
translations of the Document under the terms of section 4. Replacing Invariant
Sections with translations requires special permission from their copyright
holders, but you may include translations of some or all Invariant Sections in
addition to the original versions of these Invariant Sections. You may include
a translation of this License, and all the license notices in the Document, and
any Warranty Disclaimers, provided that you also include the original English
version of this License and the original versions of those notices and
disclaimers. In case of a disagreement between the translation and the original
version of this License or a notice or disclaimer, the original version will
prevail.
If a section in the Document is Entitled “Acknowledgements”, “Dedications”, or
“History”, the requirement (section 4) to Preserve its Title (section 1) will
typically require changing the actual title.

 9. TERMINATION

You may not copy, modify, sublicense, or distribute the Document except as
expressly provided under this License. Any attempt otherwise to copy, modify,
sublicense, or distribute it is void, and will automatically terminate your
rights under this License.
However, if you cease all violation of this License, then your license from a
particular copyright holder is reinstated (a) provisionally, unless and until
the copyright holder explicitly and finally terminates your license, and (b)
permanently, if the copyright holder fails to notify you of the violation by
some reasonable means prior to 60 days after the cessation.
Moreover, your license from a particular copyright holder is reinstated
permanently if the copyright holder notifies you of the violation by some
reasonable means, this is the first time you have received notice of violation
of this License (for any work) from that copyright holder, and you cure the
violation prior to 30 days after your receipt of the notice.
Termination of your rights under this section does not terminate the licenses
of parties who have received copies or rights from you under this License. If
your rights have been terminated and not permanently reinstated, receipt of a
copy of some or all of the same material does not give you any rights to use
it.

 10. FUTURE REVISIONS OF THIS LICENSE

The Free Software Foundation may publish new, revised versions of the GNU Free
Documentation License from time to time. Such new versions will be similar in
spirit to the present version, but may differ in detail to address new problems
or concerns. See Copyleft.
Each version of the License is given a distinguishing version number. If the
Document specifies that a particular numbered version of this License “or any
later version” applies to it, you have the option of following the terms and
conditions either of that specified version or of any later version that has
been published (not as a draft) by the Free Software Foundation. If the
Document does not specify a version number of this License, you may choose any
version ever published (not as a draft) by the Free Software Foundation. If the
Document specifies that a proxy can decide which future versions of this
License can be used, that proxy’s public statement of acceptance of a version
permanently authorizes you to choose that version for the Document.

 11. RELICENSING

“Massive Multiauthor Collaboration Site” (or “MMC Site”) means any World Wide
Web server that publishes copyrightable works and also provides prominent
facilities for anybody to edit those works. A public wiki that anybody can edit
is an example of such a server. A “Massive Multiauthor Collaboration” (or
“MMC”) contained in the site means any set of copyrightable works thus
published on the MMC site.
“CC-BY-SA” means the Creative Commons Attribution-Share Alike 3.0 license
published by Creative Commons Corporation, a not-for-profit corporation with a
principal place of business in San Francisco, California, as well as future
copyleft versions of that license published by that same organization.
“Incorporate” means to publish or republish a Document, in whole or in part, as
part of another Document.
An MMC is “eligible for relicensing” if it is licensed under this License, and
if all works that were first published under this License somewhere other than
this MMC, and subsequently incorporated in whole or in part into the MMC, (1)
had no cover texts or invariant sections, and (2) were thus incorporated prior
to November 1, 2008.
The operator of an MMC Site may republish an MMC contained in the site under
CC-BY-SA on the same site at any time before August 1, 2009, provided the MMC
is eligible for relicensing.

 ADDENDUM: How to use this License for your documents

To use this License in a document you have written, include a copy of the
License in the document and put the following copyright and license notices
just after the title page:

  Copyright © YEAR YOUR NAME

    Permission is granted to copy, distribute and/or modify this document under
  the
    terms of the GNU Free Documentation License, Version 1.3 or any later
  version
    published by the Free Software Foundation; with no Invariant Sections, no
    Front-Cover Texts, and no Back-Cover Texts. A copy of the license is
  included in
    the section entitled “GNU Free Documentation License”.

If you have Invariant Sections, Front-Cover Texts and Back-Cover Texts, replace
the “with… Texts.” line with this:

  with the Invariant Sections being LIST THEIR TITLES, with the Front-Cover
  Texts
    being LIST, and with the Back-Cover Texts being LIST.

If you have Invariant Sections without Cover Texts, or some other combination
of the three, merge those two alternatives to suit the situation.
If your document contains nontrivial examples of program code, we recommend
releasing these examples in parallel under your choice of free software
license, such as the GNU General Public License, to permit their use in free
software.