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Tunnel between home and remote site

Hati

Occasional Visitor
I have a two-phase project.
1) I have an Edgerouter X behind NAT and a Linux with public ip, I want to create a tunnel between them so that I can administer a Windows machine that is in same subnet that Linux.
2) I want to create a VPN endpoint to the Linux that I can use to connect to my home network when I'm traveling (with the tunnel made in phase 1).

I'm pretty sure I could get this done by just googling, even if 99,9% of Edgerouter VPN-articles are of using it as an end point and not as an initiator, but I probably sleep better when what I'm doing is peer reviewed so I don't leave there any stupid holes that expose my network to the world. So for the questions:
1) Which (free) firewall and VPN software do I install on Ubuntu that will have ports open in Internet? (The VPN server port will be opened only rarely for the duration of the trip.)
2) Is there a for dummies guide for said software?
3) Is there a for dummies guide for settings I need to put on the Edgerouter?
4) I assume that a long enough pre shared secret is sufficient for the tunnel, I don't need to generate certificates.
5) Is it better to keep the tunnel always on or so that Edgerouter opens it when needed? (Which requires that it's kept alive with separate method during travels.)
(There may be a several day delay in my posts and replies, especially when I need to configure something so be patient with me.)

I want to get the tunnel working first and then start to ponder about the VPN server part so it's mostly irrelevant for now apart from decisions that will affect it.
 
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