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Module 1: Preparation

Learning objectives

By the end of this module, you will have:

  • ✅ Verified your system meets the requirements
  • ✅ Installed WSL2 (Windows users)
  • ✅ Installed Docker Desktop
  • ✅ Installed VS Code (code editor)
  • ✅ Installed Git
  • ✅ Prepared your workspace

Estimated time: 20-50 minutes, depending on your system and internet speed.


Before you begin

This module prepares your computer for EvoNEST installation. We'll install the necessary software and verify that your system is ready.

Important

You'll need administrator privileges on your computer to install software. Make sure you have these before proceeding.


Step 1: Check system requirements

Minimum requirements

Before installing EvoNEST, verify your system meets these requirements:

    • Windows 10/11 (64-bit) or
    • macOS 10.X or newer or
    • Linux (Ubuntu, Fedora, Debian)
    • 4GB RAM minimum (16GB recommended)
    • 20GB free disk space
    • Dual-core processor (quad-core recommended)
    • Administrator/sudo privileges
    • Ability to install software
    • Required for downloading Docker and the repository
How to check your system specs

Windows:

  1. Press Windows Key + Pause/Break or search for "About Your PC"
  2. Check "Installed RAM" and "System type"

macOS:

  1. Click Apple menu → "About This Mac"
  2. Check Memory and Storage tabs

Linux:

bash
# Check RAM
free -h

# Check disk space
df -h

# Check OS version
lsb_release -a

Step 2: Install WSL2 (Windows only)

What is WSL2?

WSL2 (Windows Subsystem for Linux 2) allows Windows to run a Linux environment. Docker Desktop on Windows requires WSL2 to work properly.

If you're on macOS or Linux, skip to Step 3.

Check if WSL2 is already installed

Before installing, let's check if you already have WSL2:

  1. Open PowerShell

    • Press Windows Key
    • Type "PowerShell"
    • Click "Windows PowerShell" (no need for administrator mode yet)
  2. Check WSL version

    Run this command:

    bash
    wsl --status

    If you see version information and "Default Version: 2":

    • ✅ WSL2 is already installed! Skip to Step 3

    If you see an error or "command not found":

    • Continue with installation below

Install WSL2

For detailed installation instructions, please follow Microsoft's official guide:

Install WSL2 on Windows

The Microsoft guide will walk you through:

  • Installing WSL2 with a single command
  • Setting up your Linux distribution
  • Troubleshooting common issues

Quick summary

For most users, the installation is simple:

  1. Open PowerShell as Administrator
  2. Run: wsl --install
  3. Restart your computer
  4. Complete the Ubuntu setup when prompted

See the Microsoft guide for detailed steps and troubleshooting.

Verify WSL2 installation

After following the Microsoft guide and restarting, verify your installation:

Open PowerShell and run:

bash
wsl --status

Expected output:

Default Distribution: Ubuntu
Default Version: 2

✅ If you see "Default Version: 2", WSL2 is ready!


Step 3: Install Docker Desktop

Docker is the platform that runs EvoNEST. We'll install Docker Desktop, which includes everything you need.

For Windows

  1. Download Docker Desktop

  2. Run the Installer

    • Double-click Docker Desktop Installer.exe
    • Follow the installation wizard
    • Important: When prompted, enable "Use WSL 2 instead of Hyper-V" (recommended)
    • Since you installed WSL2 in Step 2, this should work smoothly
  3. Restart Your Computer

    • Docker will prompt you to restart
    • Restart is required to complete installation
  4. Start Docker Desktop

    • After restart, launch Docker Desktop from the Start menu
    • Accept the service agreement
    • Skip the tutorial (we'll guide you through everything)
Troubleshooting Windows installation

"WSL 2 installation is incomplete" error:

  • This shouldn't happen if you completed Step 2
  • Verify WSL2 is installed: Open PowerShell and run wsl --status
  • If needed, return to Step 2 and complete WSL2 installation

Docker Desktop won't start:

  1. Make sure WSL2 is running: Open PowerShell and run wsl --status
  2. Restart Docker Desktop
  3. Check if virtualization is enabled in your BIOS (consult your PC manufacturer's documentation)

For macOS

  1. Check your Mac's processor

    • Click Apple menu → "About This Mac"
    • Note whether you have "Intel" or "Apple Silicon" (M1/M2/M3)
  2. Download Docker Desktop

  3. Install Docker Desktop

    • Open the downloaded .dmg file
    • Drag Docker icon to Applications folder
    • Open Docker from Applications
  4. Grant permissions

    • Docker will ask for permissions
    • Enter your password when prompted
    • Accept the service agreement
Troubleshooting macOS installation

"Docker Desktop requires macOS 10.15 or later":

  • You need to update macOS first
  • Go to System Preferences → Software Update

"System Extension Blocked":

  • Go to System Preferences → Security & Privacy
  • Click "Allow" for Docker system extension
  • Restart Docker Desktop

For Linux

bash
# Update package index
sudo apt-get update

# Install dependencies
sudo apt-get install ca-certificates curl gnupg lsb-release

# Add Docker's official GPG key
sudo mkdir -m 0755 -p /etc/apt/keyrings
curl -fsSL https://download.docker.com/linux/ubuntu/gpg | sudo gpg --dearmor -o /etc/apt/keyrings/docker.gpg

# Set up repository
echo \
  "deb [arch=$(dpkg --print-architecture) signed-by=/etc/apt/keyrings/docker.gpg] https://download.docker.com/linux/ubuntu \
  $(lsb_release -cs) stable" | sudo tee /etc/apt/sources.list.d/docker.list > /dev/null

# Install Docker Engine
sudo apt-get update
sudo apt-get install docker-ce docker-ce-cli containerd.io docker-buildx-plugin docker-compose-plugin

# Add your user to docker group (avoid needing sudo)
sudo usermod -aG docker $USER

# Log out and back in for group changes to take effect
bash
# Install DNF plugins
sudo dnf -y install dnf-plugins-core

# Add Docker repository
sudo dnf config-manager --add-repo https://download.docker.com/linux/fedora/docker-ce.repo

# Install Docker Engine
sudo dnf install docker-ce docker-ce-cli containerd.io docker-buildx-plugin docker-compose-plugin

# Start Docker
sudo systemctl start docker
sudo systemctl enable docker

# Add your user to docker group
sudo usermod -aG docker $USER

After installation, log out and log back in for group changes to take effect.


Step 4: Verify Docker installation

Let's make sure Docker is working correctly.

  1. Open a terminal/command prompt

    • Windows: Search for "Command Prompt" or "PowerShell"
    • macOS: Open "Terminal" from Applications → Utilities
    • Linux: Open your terminal application
  2. Check Docker version

    Run this command:

    bash
    docker --version

    Expected output:

    Docker version 24.0.0, build abc1234

    ✅ If you see a version number, Docker is installed correctly!

  3. Test Docker is running

    Run this command:

    bash
    docker run hello-world

    Expected output:

    Hello from Docker!
    This message shows that your installation appears to be working correctly.
    [... more text ...]

    ✅ If you see this message, Docker is working!

Docker not running?

If you see "Cannot connect to Docker daemon":

  1. Make sure Docker Desktop is running

    • Look for the Docker icon in your system tray/menu bar
    • If it's not there, launch Docker Desktop
  2. Wait for Docker to fully start

    • Docker can take 1-2 minutes to start on first launch
    • Watch for the icon to stop animating
  3. Try the test command again

Linux users: If group permissions don't work

  • If you're still getting permission errors after logging out and back in, try restarting your computer instead of just logging out and back in
  • You can use sudo before docker commands:
bash
sudo docker run hello-world

Step 5: Install a code editor (VS Code)

We recommend installing Visual Studio Code (VS Code) as your code editor for working with EvoNEST.

Why VS Code?

VS Code is a free, lightweight code editor with excellent support for JavaScript, TypeScript, and React. It has built-in Git integration and many helpful extensions for web development.

Check if VS Code is already installed

Try running:

bash
code --version

✅ If you see a version number, VS Code is already installed! Skip to Step 6.

Installing VS Code

bash
# Download VS Code from:
# https://code.visualstudio.com/

# Run the installer with default settings
# After installation, restart your terminal and verify:
code --version
bash
# Download VS Code from:
# https://code.visualstudio.com/

# Open the downloaded .zip file
# Drag "Visual Studio Code" to Applications folder
# Verify installation:
code --version
bash
# Ubuntu/Debian - Download .deb package from:
# https://code.visualstudio.com/
# Then install:
sudo apt install ./code_*.deb

# Or use snap:
sudo snap install --classic code

# Fedora - Download .rpm package from:
# https://code.visualstudio.com/
# Then install:
sudo dnf install ./code-*.rpm

# Verify installation
code --version

Step 6: Install Git

Git is used to download (clone) the EvoNEST code repository.

Check if Git is already installed

Open your terminal and run:

bash
git --version

✅ If you see a version number (e.g., git version 2.40.0), Git is already installed! Skip to Step 7.

Installing Git

If you don't have Git installed:

bash
# Download Git for Windows from:
# https://git-scm.com/download/win

# Run the installer with default settings
# After installation, restart your terminal and verify:
git --version
bash
# Option 1: Install via Homebrew (if you have it)
brew install git

# Option 2: Install Xcode Command Line Tools
xcode-select --install

# Verify installation
git --version
bash
# Ubuntu/Debian
sudo apt-get update
sudo apt-get install git

# Fedora
sudo dnf install git

# Verify installation
git --version

Step 7: Create a workspace folder

Let's create a dedicated folder for your EvoNEST installation.

  1. Choose a location for your EvoNEST files

    • This is not the same folder where your data or the applications are going to be stored, as we are using Docker. We advise to create a folder in your common work directory, e.g. Documents/Work/EvoNEST
  2. Create the folder:

bash
# Navigate to your Documents folder
cd %USERPROFILE%\Documents\Work

# Create EvoNEST folder
mkdir EvoNEST

# Enter the folder
cd EvoNEST
bash
# Navigate to your Documents folder
cd ~/Documents

# Create EvoNEST folder
mkdir EvoNEST

# Enter the folder
cd EvoNEST
bash
# Navigate to your Documents folder
cd ~/Documents

# Create EvoNEST folder
mkdir EvoNEST

# Enter the folder
cd EvoNEST
  1. Verify you're in the right place:

    bash
    pwd

    You should see something like:

    • Windows: C:\Users\YourName\Documents\EvoNEST
    • macOS: /Users/YourName/Documents/EvoNEST
    • Linux: /home/YourName/Documents/EvoNEST

Keep this terminal open

Keep your terminal window open - you'll use it in the next module for installation!


Checkpoint: are you ready?

Before moving to the next module, verify you have:

  • Windows users only: WSL2 installed (wsl --status
  • Docker tested successfully (docker run hello-world
  • VS Code installed (code --version
  • Git installed (git --version
  • Created a workspace folder (e.g., Documents/EvoNEST

All set?

If you've checked all the boxes above, you're ready to proceed!

Need help?

If something didn't work, check the Troubleshooting guide for assistance.


Next steps

Congratulations! Your system is now prepared for EvoNEST installation.

In the next module, you'll:

  • Clone the EvoNEST repository
  • Configure your environment
  • Start EvoNEST for the first time

Released under the AGPL License.