Mercurial > kallithea
annotate docs/setup.rst @ 1586:2ccb32ddcfd7 beta
Add API for repositories and groups (creation, permission)
author | Nicolas VINOT <aeris@imirhil.fr> |
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date | Sun, 02 Oct 2011 17:39:52 +0200 |
parents | da60cdb41969 |
children | bf263968da47 662173ba1846 |
rev | line source |
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1 .. _setup: |
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2 |
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3 Setup |
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4 ===== |
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5 |
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6 |
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7 Setting up RhodeCode |
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9 |
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10 First, you will need to create a RhodeCode configuration file. Run the |
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11 following command to do this:: |
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12 |
1123 | 13 paster make-config RhodeCode production.ini |
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14 |
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15 - This will create the file `production.ini` in the current directory. This |
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16 configuration file contains the various settings for RhodeCode, e.g proxy |
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17 port, email settings, usage of static files, cache, celery settings and |
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18 logging. |
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20 | |
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21 Next, you need to create the databases used by RhodeCode. I recommend that you |
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22 use sqlite (default) or postgresql. If you choose a database other than the |
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23 default ensure you properly adjust the db url in your production.ini |
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24 configuration file to use this other database. Create the databases by running |
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25 the following command:: |
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26 |
1123 | 27 paster setup-app production.ini |
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28 |
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29 This will prompt you for a "root" path. This "root" path is the location where |
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30 RhodeCode will store all of its repositories on the current machine. After |
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31 entering this "root" path ``setup-app`` will also prompt you for a username |
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32 and password for the initial admin account which ``setup-app`` sets up for you. |
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34 - The ``setup-app`` command will create all of the needed tables and an admin |
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35 account. When choosing a root path you can either use a new empty location, |
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36 or a location which already contains existing repositories. If you choose a |
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37 location which contains existing repositories RhodeCode will simply add all |
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38 of the repositories at the chosen location to it's database. (Note: make |
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39 sure you specify the correct path to the root). |
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40 - Note: the given path for mercurial_ repositories **must** be write accessible |
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41 for the application. It's very important since the RhodeCode web interface |
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42 will work without write access, but when trying to do a push it will |
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43 eventually fail with permission denied errors unless it has write access. |
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44 |
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45 You are now ready to use RhodeCode, to run it simply execute:: |
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46 |
1123 | 47 paster serve production.ini |
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48 |
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49 - This command runs the RhodeCode server. The web app should be available at the |
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50 127.0.0.1:5000. This ip and port is configurable via the production.ini |
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52 - Use the admin account you created above when running ``setup-app`` to login |
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53 to the web app. |
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54 - The default permissions on each repository is read, and the owner is admin. |
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55 Remember to update these if needed. |
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56 - In the admin panel you can toggle ldap, anonymous, permissions settings. As |
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57 well as edit more advanced options on users and repositories |
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58 |
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59 Try copying your own mercurial repository into the "root" directory you are |
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60 using, then from within the RhodeCode web application choose Admin > |
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61 repositories. Then choose Add New Repository. Add the repository you copied |
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62 into the root. Test that you can browse your repository from within RhodeCode |
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63 and then try cloning your repository from RhodeCode with:: |
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64 |
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66 |
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67 where *repository name* is replaced by the name of your repository. |
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68 |
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69 Using RhodeCode with SSH |
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70 ------------------------ |
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71 |
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72 RhodeCode currently only hosts repositories using http and https. (The addition |
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73 of ssh hosting is a planned future feature.) However you can easily use ssh in |
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74 parallel with RhodeCode. (Repository access via ssh is a standard "out of |
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75 the box" feature of mercurial_ and you can use this to access any of the |
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76 repositories that RhodeCode is hosting. See PublishingRepositories_) |
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77 |
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78 RhodeCode repository structures are kept in directories with the same name |
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79 as the project. When using repository groups, each group is a subdirectory. |
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80 This allows you to easily use ssh for accessing repositories. |
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81 |
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82 In order to use ssh you need to make sure that your web-server and the users |
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83 login accounts have the correct permissions set on the appropriate directories. |
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84 (Note that these permissions are independent of any permissions you have set up |
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85 using the RhodeCode web interface.) |
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86 |
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87 If your main directory (the same as set in RhodeCode settings) is for example |
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88 set to **/home/hg** and the repository you are using is named `rhodecode`, then |
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89 to clone via ssh you should run:: |
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90 |
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91 hg clone ssh://user@server.com/home/hg/rhodecode |
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92 |
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93 Using other external tools such as mercurial-server_ or using ssh key based |
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94 authentication is fully supported. |
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95 |
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96 Note: In an advanced setup, in order for your ssh access to use the same |
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97 permissions as set up via the RhodeCode web interface, you can create an |
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98 authentication hook to connect to the rhodecode db and runs check functions for |
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99 permissions against that. |
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100 |
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101 Setting up Whoosh full text search |
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102 ---------------------------------- |
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103 |
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104 Starting from version 1.1 the whoosh index can be build by using the paster |
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105 command ``make-index``. To use ``make-index`` you must specify the configuration |
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106 file that stores the location of the index. You may specify the location of the |
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107 repositories (`--repo-location`). If not specified, this value is retrieved |
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108 from the RhodeCode database. This was required prior to 1.2. Starting from |
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109 version 1.2 it is also possible to specify a comma separated list of |
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110 repositories (`--index-only`) to build index only on chooses repositories |
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111 skipping any other found in repos location |
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112 |
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113 You may optionally pass the option `-f` to enable a full index rebuild. Without |
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114 the `-f` option, indexing will run always in "incremental" mode. |
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115 |
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116 For an incremental index build use:: |
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117 |
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118 paster make-index production.ini |
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119 |
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120 For a full index rebuild use:: |
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121 |
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122 paster make-index production.ini -f |
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123 |
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124 |
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125 building index just for chosen repositories is possible with such command:: |
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126 |
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127 paster make-index production.ini --index-only=vcs,rhodecode |
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128 |
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129 |
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130 In order to do periodical index builds and keep your index always up to date. |
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131 It's recommended to do a crontab entry for incremental indexing. |
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132 An example entry might look like this:: |
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133 |
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134 /path/to/python/bin/paster make-index /path/to/rhodecode/production.ini |
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135 |
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136 When using incremental mode (the default) whoosh will check the last |
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137 modification date of each file and add it to be reindexed if a newer file is |
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138 available. The indexing daemon checks for any removed files and removes them |
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139 from index. |
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140 |
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141 If you want to rebuild index from scratch, you can use the `-f` flag as above, |
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142 or in the admin panel you can check `build from scratch` flag. |
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143 |
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144 |
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145 Setting up LDAP support |
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146 ----------------------- |
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147 |
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148 RhodeCode starting from version 1.1 supports ldap authentication. In order |
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149 to use LDAP, you have to install the python-ldap_ package. This package is |
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150 available via pypi, so you can install it by running |
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151 |
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152 using easy_install:: |
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153 |
1123 | 154 easy_install python-ldap |
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155 |
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156 using pip:: |
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157 |
1123 | 158 pip install python-ldap |
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159 |
770 | 160 .. note:: |
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161 python-ldap requires some certain libs on your system, so before installing |
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162 it check that you have at least `openldap`, and `sasl` libraries. |
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163 |
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164 LDAP settings are located in admin->ldap section, |
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165 |
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166 Here's a typical ldap setup:: |
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167 |
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168 Connection settings |
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169 Enable LDAP = checked |
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170 Host = host.example.org |
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171 Port = 389 |
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172 Account = <account> |
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173 Password = <password> |
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174 Connection Security = LDAPS connection |
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175 Certificate Checks = DEMAND |
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176 |
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177 Search settings |
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178 Base DN = CN=users,DC=host,DC=example,DC=org |
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179 LDAP Filter = (&(objectClass=user)(!(objectClass=computer))) |
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180 LDAP Search Scope = SUBTREE |
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181 |
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182 Attribute mappings |
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183 Login Attribute = uid |
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184 First Name Attribute = firstName |
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185 Last Name Attribute = lastName |
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186 E-mail Attribute = mail |
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187 |
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188 .. _enable_ldap: |
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189 |
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190 Enable LDAP : required |
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191 Whether to use LDAP for authenticating users. |
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192 |
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193 .. _ldap_host: |
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194 |
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195 Host : required |
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196 LDAP server hostname or IP address. |
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197 |
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198 .. _Port: |
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199 |
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200 Port : required |
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201 389 for un-encrypted LDAP, 636 for SSL-encrypted LDAP. |
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202 |
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203 .. _ldap_account: |
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204 |
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205 Account : optional |
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206 Only required if the LDAP server does not allow anonymous browsing of |
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207 records. This should be a special account for record browsing. This |
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208 will require `LDAP Password`_ below. |
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209 |
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210 .. _LDAP Password: |
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211 |
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212 Password : optional |
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213 Only required if the LDAP server does not allow anonymous browsing of |
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214 records. |
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215 |
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216 .. _Enable LDAPS: |
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217 |
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218 Connection Security : required |
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219 Defines the connection to LDAP server |
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220 |
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221 No encryption |
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222 Plain non encrypted connection |
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223 |
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224 LDAPS connection |
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225 Enable ldaps connection. It will likely require `Port`_ to be set to |
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226 a different value (standard LDAPS port is 636). When LDAPS is enabled |
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227 then `Certificate Checks`_ is required. |
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228 |
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229 START_TLS on LDAP connection |
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230 START TLS connection |
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231 |
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232 .. _Certificate Checks: |
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233 |
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234 Certificate Checks : optional |
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235 How SSL certificates verification is handled - this is only useful when |
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236 `Enable LDAPS`_ is enabled. Only DEMAND or HARD offer full SSL security |
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237 while the other options are susceptible to man-in-the-middle attacks. SSL |
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238 certificates can be installed to /etc/openldap/cacerts so that the |
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239 DEMAND or HARD options can be used with self-signed certificates or |
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240 certificates that do not have traceable certificates of authority. |
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241 |
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242 NEVER |
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243 A serve certificate will never be requested or checked. |
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244 |
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245 ALLOW |
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246 A server certificate is requested. Failure to provide a |
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247 certificate or providing a bad certificate will not terminate the |
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248 session. |
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249 |
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250 TRY |
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251 A server certificate is requested. Failure to provide a |
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252 certificate does not halt the session; providing a bad certificate |
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253 halts the session. |
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254 |
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255 DEMAND |
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256 A server certificate is requested and must be provided and |
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257 authenticated for the session to proceed. |
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258 |
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259 HARD |
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260 The same as DEMAND. |
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261 |
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262 .. _Base DN: |
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263 |
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264 Base DN : required |
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265 The Distinguished Name (DN) where searches for users will be performed. |
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266 Searches can be controlled by `LDAP Filter`_ and `LDAP Search Scope`_. |
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267 |
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268 .. _LDAP Filter: |
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269 |
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270 LDAP Filter : optional |
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271 A LDAP filter defined by RFC 2254. This is more useful when `LDAP |
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272 Search Scope`_ is set to SUBTREE. The filter is useful for limiting |
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273 which LDAP objects are identified as representing Users for |
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274 authentication. The filter is augmented by `Login Attribute`_ below. |
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275 This can commonly be left blank. |
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276 |
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277 .. _LDAP Search Scope: |
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278 |
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279 LDAP Search Scope : required |
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280 This limits how far LDAP will search for a matching object. |
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281 |
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282 BASE |
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283 Only allows searching of `Base DN`_ and is usually not what you |
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284 want. |
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285 |
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286 ONELEVEL |
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287 Searches all entries under `Base DN`_, but not Base DN itself. |
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288 |
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289 SUBTREE |
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290 Searches all entries below `Base DN`_, but not Base DN itself. |
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291 When using SUBTREE `LDAP Filter`_ is useful to limit object |
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292 location. |
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293 |
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294 .. _Login Attribute: |
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295 |
992
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296 Login Attribute : required |
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297 The LDAP record attribute that will be matched as the USERNAME or |
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298 ACCOUNT used to connect to RhodeCode. This will be added to `LDAP |
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299 Filter`_ for locating the User object. If `LDAP Filter`_ is specified as |
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300 "LDAPFILTER", `Login Attribute`_ is specified as "uid" and the user has |
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301 connected as "jsmith" then the `LDAP Filter`_ will be augmented as below |
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302 :: |
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303 |
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304 (&(LDAPFILTER)(uid=jsmith)) |
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305 |
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306 .. _ldap_attr_firstname: |
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307 |
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308 First Name Attribute : required |
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309 The LDAP record attribute which represents the user's first name. |
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310 |
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311 .. _ldap_attr_lastname: |
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312 |
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313 Last Name Attribute : required |
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314 The LDAP record attribute which represents the user's last name. |
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315 |
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316 .. _ldap_attr_email: |
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317 |
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318 Email Attribute : required |
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319 The LDAP record attribute which represents the user's email address. |
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320 |
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321 If all data are entered correctly, and python-ldap_ is properly installed |
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322 users should be granted access to RhodeCode with ldap accounts. At this |
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323 time user information is copied from LDAP into the RhodeCode user database. |
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324 This means that updates of an LDAP user object may not be reflected as a |
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325 user update in RhodeCode. |
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326 |
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327 If You have problems with LDAP access and believe You entered correct |
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328 information check out the RhodeCode logs, any error messages sent from LDAP |
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329 will be saved there. |
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330 |
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331 Active Directory |
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332 '''''''''''''''' |
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333 |
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334 RhodeCode can use Microsoft Active Directory for user authentication. This |
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335 is done through an LDAP or LDAPS connection to Active Directory. The |
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336 following LDAP configuration settings are typical for using Active |
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337 Directory :: |
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338 |
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339 Base DN = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local |
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340 Login Attribute = sAMAccountName |
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341 First Name Attribute = givenName |
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342 Last Name Attribute = sn |
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343 E-mail Attribute = mail |
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344 |
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345 All other LDAP settings will likely be site-specific and should be |
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346 appropriately configured. |
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347 |
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348 |
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349 |
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350 Hook management |
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351 --------------- |
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352 |
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353 Hooks can be managed in similar way to this used in .hgrc files. |
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354 To access hooks setting click `advanced setup` on Hooks section of Mercurial |
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355 Settings in Admin. |
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356 |
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357 There are 4 built in hooks that cannot be changed (only enable/disable by |
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358 checkboxes on previos section). |
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359 To add another custom hook simply fill in first section with |
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360 <name>.<hook_type> and the second one with hook path. Example hooks |
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361 can be found at *rhodecode.lib.hooks*. |
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362 |
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363 |
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364 Setting Up Celery |
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365 ----------------- |
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366 |
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367 Since version 1.1 celery is configured by the rhodecode ini configuration files. |
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368 Simply set use_celery=true in the ini file then add / change the configuration |
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369 variables inside the ini file. |
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370 |
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371 Remember that the ini files use the format with '.' not with '_' like celery. |
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372 So for example setting `BROKER_HOST` in celery means setting `broker.host` in |
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373 the config file. |
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374 |
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375 In order to start using celery run:: |
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376 |
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377 paster celeryd <configfile.ini> |
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378 |
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379 |
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380 .. note:: |
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381 Make sure you run this command from the same virtualenv, and with the same |
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382 user that rhodecode runs. |
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383 |
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384 HTTPS support |
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385 ------------- |
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386 |
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387 There are two ways to enable https: |
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388 |
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389 - Set HTTP_X_URL_SCHEME in your http server headers, than rhodecode will |
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390 recognize this headers and make proper https redirections |
1448 | 391 - Alternatively, change the `force_https = true` flag in the ini configuration |
392 to force using https, no headers are needed than to enable https | |
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393 |
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394 |
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395 Nginx virtual host example |
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396 -------------------------- |
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397 |
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398 Sample config for nginx using proxy:: |
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399 |
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400 server { |
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401 listen 80; |
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402 server_name hg.myserver.com; |
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403 access_log /var/log/nginx/rhodecode.access.log; |
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404 error_log /var/log/nginx/rhodecode.error.log; |
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405 location / { |
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406 root /var/www/rhodecode/rhodecode/public/; |
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407 if (!-f $request_filename){ |
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408 proxy_pass http://127.0.0.1:5000; |
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409 } |
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410 #this is important if you want to use https !!! |
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411 proxy_set_header X-Url-Scheme $scheme; |
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412 include /etc/nginx/proxy.conf; |
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413 } |
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414 } |
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415 |
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416 Here's the proxy.conf. It's tuned so it will not timeout on long |
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417 pushes or large pushes:: |
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418 |
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419 proxy_redirect off; |
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420 proxy_set_header Host $host; |
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421 proxy_set_header X-Host $http_host; |
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422 proxy_set_header X-Real-IP $remote_addr; |
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423 proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; |
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424 proxy_set_header Proxy-host $proxy_host; |
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425 client_max_body_size 400m; |
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426 client_body_buffer_size 128k; |
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427 proxy_buffering off; |
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428 proxy_connect_timeout 7200; |
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429 proxy_send_timeout 7200; |
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430 proxy_read_timeout 7200; |
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431 proxy_buffers 8 32k; |
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432 |
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433 Also, when using root path with nginx you might set the static files to false |
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434 in the production.ini file:: |
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435 |
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436 [app:main] |
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437 use = egg:rhodecode |
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438 full_stack = true |
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439 static_files = false |
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440 lang=en |
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441 cache_dir = %(here)s/data |
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442 |
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443 In order to not have the statics served by the application. This improves speed. |
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444 |
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445 |
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446 Apache virtual host example |
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447 --------------------------- |
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448 |
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449 Here is a sample configuration file for apache using proxy:: |
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450 |
929 | 451 <VirtualHost *:80> |
452 ServerName hg.myserver.com | |
453 ServerAlias hg.myserver.com | |
454 | |
455 <Proxy *> | |
456 Order allow,deny | |
457 Allow from all | |
458 </Proxy> | |
459 | |
460 #important ! | |
461 #Directive to properly generate url (clone url) for pylons | |
462 ProxyPreserveHost On | |
463 | |
464 #rhodecode instance | |
465 ProxyPass / http://127.0.0.1:5000/ | |
466 ProxyPassReverse / http://127.0.0.1:5000/ | |
467 | |
468 #to enable https use line below | |
469 #SetEnvIf X-Url-Scheme https HTTPS=1 | |
470 | |
471 </VirtualHost> | |
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472 |
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473 |
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474 Additional tutorial |
744 | 475 http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons |
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476 |
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477 |
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478 Apache as subdirectory |
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479 ---------------------- |
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480 |
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481 Apache subdirectory part:: |
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482 |
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483 <Location /<someprefix> > |
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484 ProxyPass http://127.0.0.1:5000/<someprefix> |
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485 ProxyPassReverse http://127.0.0.1:5000/<someprefix> |
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486 SetEnvIf X-Url-Scheme https HTTPS=1 |
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487 </Location> |
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488 |
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489 Besides the regular apache setup you will need to add the following line |
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490 into [app:main] section of your .ini file:: |
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491 |
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492 filter-with = proxy-prefix |
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493 |
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494 Add the following at the end of the .ini file:: |
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495 |
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496 [filter:proxy-prefix] |
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497 use = egg:PasteDeploy#prefix |
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498 prefix = /<someprefix> |
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499 |
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500 |
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501 then change <someprefix> into your choosen prefix |
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502 |
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503 Apache's WSGI config |
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504 -------------------- |
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505 |
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506 |
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507 Example wsgi dispatch script:: |
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508 |
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509 import os |
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510 os.environ["HGENCODING"] = "UTF-8" |
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511 os.environ['PYTHON_EGG_CACHE'] = '/home/web/rhodecode/.egg-cache' |
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512 |
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513 # sometimes it's needed to set the curent dir |
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514 os.chdir('/home/web/rhodecode/') |
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515 |
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516 from paste.deploy import loadapp |
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517 from paste.script.util.logging_config import fileConfig |
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518 |
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519 fileConfig('/home/web/rhodecode/production.ini') |
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520 application = loadapp('config:/home/web/rhodecode/production.ini') |
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521 |
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522 |
591 | 523 Other configuration files |
524 ------------------------- | |
525 | |
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526 Some example init.d scripts can be found here, for debian and gentoo: |
591 | 527 |
1284 | 528 https://rhodecode.org/rhodecode/files/tip/init.d |
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529 |
591 | 530 |
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531 Troubleshooting |
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532 --------------- |
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533 |
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534 :Q: **Missing static files?** |
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535 :A: Make sure either to set the `static_files = true` in the .ini file or |
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536 double check the root path for your http setup. It should point to |
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537 for example: |
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538 /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public |
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539 |
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540 | |
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541 |
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542 :Q: **Can't install celery/rabbitmq** |
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543 :A: Don't worry RhodeCode works without them too. No extra setup is required. |
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544 |
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545 | |
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546 |
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547 :Q: **Long lasting push timeouts?** |
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548 :A: Make sure you set a longer timeouts in your proxy/fcgi settings, timeouts |
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549 are caused by https server and not RhodeCode. |
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550 |
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551 | |
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552 |
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553 :Q: **Large pushes timeouts?** |
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554 :A: Make sure you set a proper max_body_size for the http server. |
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555 |
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556 | |
591 | 557 |
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558 :Q: **Apache doesn't pass basicAuth on pull/push?** |
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559 :A: Make sure you added `WSGIPassAuthorization true`. |
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560 |
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561 For further questions search the `Issues tracker`_, or post a message in the |
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562 `google group rhodecode`_ |
591 | 563 |
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564 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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565 .. _python: http://www.python.org/ |
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566 .. _mercurial: http://mercurial.selenic.com/ |
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567 .. _celery: http://celeryproject.org/ |
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568 .. _rabbitmq: http://www.rabbitmq.com/ |
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569 .. _python-ldap: http://www.python-ldap.org/ |
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570 .. _mercurial-server: http://www.lshift.net/mercurial-server.html |
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571 .. _PublishingRepositories: http://mercurial.selenic.com/wiki/PublishingRepositories |
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572 .. _Issues tracker: https://bitbucket.org/marcinkuzminski/rhodecode/issues |
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573 .. _google group rhodecode: http://groups.google.com/group/rhodecode |