Mercurial > kallithea
annotate docs/setup.rst @ 1061:9bb609d164e4 beta
updated sqlalchemy migrate to latest version
author | Marcin Kuzminski <marcin@python-works.com> |
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date | Thu, 17 Feb 2011 00:43:39 +0100 |
parents | c03d16787b5c |
children | 053983a464e4 |
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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 the application |
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8 -------------------------- |
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9 |
845 | 10 First You'll ned to create RhodeCode config file. Run the following command |
11 to do this | |
12 | |
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13 :: |
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14 |
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15 paster make-config RhodeCode production.ini |
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16 |
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17 - This will create `production.ini` config inside the directory |
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18 this config contains various settings for RhodeCode, e.g proxy port, |
845 | 19 email settings, usage of static files, cache, celery settings and logging. |
20 | |
21 | |
22 | |
23 Next we need to create the database. | |
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24 |
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25 :: |
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26 |
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27 paster setup-app production.ini |
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28 |
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29 - This command will create all needed tables and an admin account. |
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30 When asked for a path You can either use a new location of one with already |
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31 existing ones. RhodeCode will simply add all new found repositories to |
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32 it's database. Also make sure You specify correct path to repositories. |
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33 - Remember that the given path for mercurial_ repositories must be write |
845 | 34 accessible for the application. It's very important since RhodeCode web |
35 interface will work even without such an access but, when trying to do a | |
36 push it'll eventually fail with permission denied errors. | |
37 | |
38 You are ready to use rhodecode, to run it simply execute | |
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39 |
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40 :: |
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41 |
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42 paster serve production.ini |
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43 |
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44 - This command runs the RhodeCode server the app should be available at the |
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45 127.0.0.1:5000. This ip and port is configurable via the production.ini |
845 | 46 file created in previous step |
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47 - Use admin account you created to login. |
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48 - Default permissions on each repository is read, and owner is admin. So |
845 | 49 remember to update these if needed. In the admin panel You can toggle ldap, |
50 anonymous, permissions settings. As well as edit more advanced options on | |
51 users and repositories | |
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52 |
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53 Using RhodeCode with SSH |
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54 ------------------------ |
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55 |
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56 RhodeCode repository structures are kept in directories with the same name |
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57 as the project, when using repository groups, each group is a a subdirectory. |
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58 This will allow You to use ssh for accessing repositories quite easy. There |
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59 are some exceptions when using ssh for accessing repositories. |
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60 |
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61 You have to make sure that the webserver as well as the ssh users have unix |
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62 permission for directories. Secondly when using ssh rhodecode will not |
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63 authenticate those requests and permissions set by the web interface will not |
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64 work on the repositories accessed via ssh. There is a solution to this to use |
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65 auth hooks, that connects to rhodecode db, and runs check functions for |
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66 permissions. |
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67 |
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68 TODO: post more info on this ! |
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69 |
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70 if Your main directory (the same as set in RhodeCode settings) is set to |
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71 for example `\home\hg` and repository You are using is `rhodecode` |
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72 |
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73 The command runned should look like this:: |
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74 hg clone ssh://user@server.com/home/hg/rhodecode |
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75 |
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76 Using external tools such as mercurial server or using ssh key based auth is |
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77 fully supported. |
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78 |
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79 Setting up Whoosh full text search |
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80 ---------------------------------- |
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81 |
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82 Starting from version 1.1 whoosh index can be build using paster command. |
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83 You have to specify the config file that stores location of index, and |
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84 location of repositories (`--repo-location`). Starting from version 1.2 it is |
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85 also possible to specify a comma separated list of repositories (`--index-only`) |
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86 to build index only on chooses repositories skipping any other found in repos |
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87 location |
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88 |
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89 There is possible also to pass `-f` to the options |
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90 to enable full index rebuild. Without that indexing will run always in in |
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91 incremental mode. |
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92 |
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93 incremental mode:: |
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94 |
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96 |
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97 |
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98 |
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99 for full index rebuild You can use:: |
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100 |
845 | 101 paster make-index production.ini -f --repo-location=<location for repos> |
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102 |
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103 |
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104 building index just for chosen repositories is possible with such command:: |
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105 |
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106 paster make-index production.ini --repo-location=<location for repos> --index-only=vcs,rhodecode |
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107 |
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108 |
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109 In order to do periodical index builds and keep Your index always up to date. |
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110 It's recommended to do a crontab entry for incremental indexing. |
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111 An example entry might look like this |
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112 |
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113 :: |
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114 |
845 | 115 /path/to/python/bin/paster /path/to/rhodecode/production.ini --repo-location=<location for repos> |
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116 |
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117 When using incremental (default) mode whoosh will check last modification date |
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118 of each file and add it to reindex if newer file is available. Also indexing |
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119 daemon checks for removed files and removes them from index. |
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120 |
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121 Sometime You might want to rebuild index from scratch. You can do that using |
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122 the `-f` flag passed to paster command or, in admin panel You can check |
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123 `build from scratch` flag. |
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124 |
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125 |
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126 Setting up LDAP support |
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127 ----------------------- |
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128 |
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129 RhodeCode starting from version 1.1 supports ldap authentication. In order |
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130 to use LDAP, You have to install python-ldap_ package. This package is available |
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131 via pypi, so You can install it by running |
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132 |
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133 :: |
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134 |
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135 easy_install python-ldap |
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136 |
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137 :: |
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138 |
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139 pip install python-ldap |
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140 |
770 | 141 .. note:: |
142 python-ldap requires some certain libs on Your system, so before installing | |
143 it check that You have at least `openldap`, and `sasl` libraries. | |
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144 |
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145 LDAP settings are located in admin->ldap section, |
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146 |
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147 This is a typical LDAP setup:: |
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148 |
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149 Connection settings |
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150 Enable LDAP = checked |
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151 Host = host.example.org |
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152 Port = 389 |
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153 Account = <account> |
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154 Password = <password> |
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155 Enable LDAPS = checked |
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156 Certificate Checks = DEMAND |
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157 |
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158 Search settings |
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159 Base DN = CN=users,DC=host,DC=example,DC=org |
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160 LDAP Filter = (&(objectClass=user)(!(objectClass=computer))) |
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161 LDAP Search Scope = SUBTREE |
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162 |
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163 Attribute mappings |
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164 Login Attribute = uid |
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165 First Name Attribute = firstName |
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166 Last Name Attribute = lastName |
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167 E-mail Attribute = mail |
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168 |
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169 .. _enable_ldap: |
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170 |
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171 Enable LDAP : required |
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172 Whether to use LDAP for authenticating users. |
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173 |
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174 .. _ldap_host: |
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175 |
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176 Host : required |
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177 LDAP server hostname or IP address. |
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178 |
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179 .. _Port: |
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180 |
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181 Port : required |
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182 389 for un-encrypted LDAP, 636 for SSL-encrypted LDAP. |
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183 |
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184 .. _ldap_account: |
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185 |
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186 Account : optional |
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187 Only required if the LDAP server does not allow anonymous browsing of |
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188 records. This should be a special account for record browsing. This |
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189 will require `LDAP Password`_ below. |
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190 |
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191 .. _LDAP Password: |
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192 |
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193 Password : optional |
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194 Only required if the LDAP server does not allow anonymous browsing of |
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195 records. |
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196 |
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197 .. _Enable LDAPS: |
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198 |
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199 Enable LDAPS : optional |
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200 Check this if SSL encryption is necessary for communication with the |
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201 LDAP server - it will likely require `Port`_ to be set to a different |
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202 value (standard LDAPS port is 636). When LDAPS is enabled then |
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203 `Certificate Checks`_ is required. |
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204 |
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205 .. _Certificate Checks: |
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206 |
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207 Certificate Checks : optional |
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208 How SSL certificates verification is handled - this is only useful when |
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209 `Enable LDAPS`_ is enabled. Only DEMAND or HARD offer full SSL security while |
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210 the other options are susceptible to man-in-the-middle attacks. SSL |
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211 certificates can be installed to /etc/openldap/cacerts so that the |
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212 DEMAND or HARD options can be used with self-signed certificates or |
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213 certificates that do not have traceable certificates of authority. |
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214 |
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215 NEVER |
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216 A serve certificate will never be requested or checked. |
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217 |
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218 ALLOW |
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219 A server certificate is requested. Failure to provide a |
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220 certificate or providing a bad certificate will not terminate the |
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221 session. |
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222 |
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223 TRY |
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224 A server certificate is requested. Failure to provide a |
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225 certificate does not halt the session; providing a bad certificate |
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226 halts the session. |
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227 |
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228 DEMAND |
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229 A server certificate is requested and must be provided and |
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230 authenticated for the session to proceed. |
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231 |
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232 HARD |
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233 The same as DEMAND. |
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234 |
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235 .. _Base DN: |
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236 |
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237 Base DN : required |
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238 The Distinguished Name (DN) where searches for users will be performed. |
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239 Searches can be controlled by `LDAP Filter`_ and `LDAP Search Scope`_. |
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240 |
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241 .. _LDAP Filter: |
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242 |
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243 LDAP Filter : optional |
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244 A LDAP filter defined by RFC 2254. This is more useful when `LDAP |
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245 Search Scope`_ is set to SUBTREE. The filter is useful for limiting |
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246 which LDAP objects are identified as representing Users for |
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247 authentication. The filter is augmented by `Login Attribute`_ below. |
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248 This can commonly be left blank. |
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249 |
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250 .. _LDAP Search Scope: |
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251 |
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252 LDAP Search Scope : required |
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253 This limits how far LDAP will search for a matching object. |
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254 |
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255 BASE |
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256 Only allows searching of `Base DN`_ and is usually not what you |
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257 want. |
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258 |
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259 ONELEVEL |
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260 Searches all entries under `Base DN`_, but not Base DN itself. |
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261 |
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262 SUBTREE |
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263 Searches all entries below `Base DN`_, but not Base DN itself. |
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264 When using SUBTREE `LDAP Filter`_ is useful to limit object |
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265 location. |
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266 |
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267 .. _Login Attribute: |
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268 |
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269 Login Attribute : required |
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270 The LDAP record attribute that will be matched as the USERNAME or |
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271 ACCOUNT used to connect to RhodeCode. This will be added to `LDAP |
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272 Filter`_ for locating the User object. If `LDAP Filter`_ is specified as |
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273 "LDAPFILTER", `Login Attribute`_ is specified as "uid" and the user has |
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274 connected as "jsmith" then the `LDAP Filter`_ will be augmented as below |
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275 :: |
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276 |
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277 (&(LDAPFILTER)(uid=jsmith)) |
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278 |
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279 .. _ldap_attr_firstname: |
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280 |
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281 First Name Attribute : required |
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282 The LDAP record attribute which represents the user's first name. |
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283 |
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284 .. _ldap_attr_lastname: |
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285 |
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286 Last Name Attribute : required |
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287 The LDAP record attribute which represents the user's last name. |
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288 |
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289 .. _ldap_attr_email: |
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290 |
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291 Email Attribute : required |
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292 The LDAP record attribute which represents the user's email address. |
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293 |
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294 If all data are entered correctly, and python-ldap_ is properly installed |
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295 users should be granted access to RhodeCode with ldap accounts. At this |
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296 time user information is copied from LDAP into the RhodeCode user database. |
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297 This means that updates of an LDAP user object may not be reflected as a |
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298 user update in RhodeCode. |
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299 |
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300 If You have problems with LDAP access and believe You entered correct |
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301 information check out the RhodeCode logs, any error messages sent from LDAP |
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302 will be saved there. |
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303 |
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304 Active Directory |
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305 '''''''''''''''' |
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306 |
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307 RhodeCode can use Microsoft Active Directory for user authentication. This |
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308 is done through an LDAP or LDAPS connection to Active Directory. The |
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309 following LDAP configuration settings are typical for using Active |
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310 Directory :: |
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311 |
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312 Base DN = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local |
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313 Login Attribute = sAMAccountName |
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314 First Name Attribute = givenName |
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315 Last Name Attribute = sn |
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316 E-mail Attribute = mail |
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317 |
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318 All other LDAP settings will likely be site-specific and should be |
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319 appropriately configured. |
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320 |
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321 Setting Up Celery |
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322 ----------------- |
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323 |
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324 Since version 1.1 celery is configured by the rhodecode ini configuration files |
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325 simply set use_celery=true in the ini file then add / change the configuration |
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326 variables inside the ini file. |
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327 |
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328 Remember that the ini files uses format with '.' not with '_' like celery |
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329 so for example setting `BROKER_HOST` in celery means setting `broker.host` in |
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330 the config file. |
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331 |
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332 In order to make start using celery run:: |
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333 |
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334 paster celeryd <configfile.ini> |
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335 |
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336 |
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337 |
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338 .. note:: |
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339 Make sure You run this command from same virtualenv, and with the same user |
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340 that rhodecode runs. |
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341 |
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342 |
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343 Nginx virtual host example |
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344 -------------------------- |
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345 |
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346 Sample config for nginx using proxy:: |
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347 |
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348 server { |
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349 listen 80; |
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350 server_name hg.myserver.com; |
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351 access_log /var/log/nginx/rhodecode.access.log; |
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352 error_log /var/log/nginx/rhodecode.error.log; |
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353 location / { |
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354 root /var/www/rhodecode/rhodecode/public/; |
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355 if (!-f $request_filename){ |
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356 proxy_pass http://127.0.0.1:5000; |
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357 } |
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358 #this is important if You want to use https !!! |
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359 proxy_set_header X-Url-Scheme $scheme; |
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360 include /etc/nginx/proxy.conf; |
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361 } |
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362 } |
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363 |
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364 Here's the proxy.conf. It's tuned so it'll not timeout on long |
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365 pushes and also on large pushes:: |
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366 |
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367 proxy_redirect off; |
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368 proxy_set_header Host $host; |
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369 proxy_set_header X-Host $http_host; |
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370 proxy_set_header X-Real-IP $remote_addr; |
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371 proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; |
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372 proxy_set_header Proxy-host $proxy_host; |
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373 client_max_body_size 400m; |
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374 client_body_buffer_size 128k; |
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375 proxy_buffering off; |
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376 proxy_connect_timeout 3600; |
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377 proxy_send_timeout 3600; |
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378 proxy_read_timeout 3600; |
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379 proxy_buffer_size 16k; |
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380 proxy_buffers 4 16k; |
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381 proxy_busy_buffers_size 64k; |
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382 proxy_temp_file_write_size 64k; |
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383 |
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384 Also when using root path with nginx You might set the static files to false |
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385 in production.ini file:: |
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386 |
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387 [app:main] |
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388 use = egg:rhodecode |
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389 full_stack = true |
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390 static_files = false |
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391 lang=en |
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392 cache_dir = %(here)s/data |
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393 |
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394 To not have the statics served by the application. And improve speed. |
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395 |
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396 |
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397 Apache virtual host example |
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398 --------------------------- |
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399 |
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400 Sample config for apache using proxy:: |
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401 |
929 | 402 <VirtualHost *:80> |
403 ServerName hg.myserver.com | |
404 ServerAlias hg.myserver.com | |
405 | |
406 <Proxy *> | |
407 Order allow,deny | |
408 Allow from all | |
409 </Proxy> | |
410 | |
411 #important ! | |
412 #Directive to properly generate url (clone url) for pylons | |
413 ProxyPreserveHost On | |
414 | |
415 #rhodecode instance | |
416 ProxyPass / http://127.0.0.1:5000/ | |
417 ProxyPassReverse / http://127.0.0.1:5000/ | |
418 | |
419 #to enable https use line below | |
420 #SetEnvIf X-Url-Scheme https HTTPS=1 | |
421 | |
422 </VirtualHost> | |
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423 |
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424 |
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425 Additional tutorial |
744 | 426 http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons |
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427 |
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428 |
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429 Apache's example FCGI config |
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430 ---------------------------- |
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431 |
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432 TODO ! |
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433 |
591 | 434 Other configuration files |
435 ------------------------- | |
436 | |
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437 Some example init.d script can be found here, for debian and gentoo: |
591 | 438 |
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439 https://rhodeocode.org/rhodecode/files/tip/init.d |
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440 |
591 | 441 |
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442 Troubleshooting |
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443 --------------- |
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444 |
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445 - missing static files ? |
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446 |
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447 - make sure either to set the `static_files = true` in the .ini file or |
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448 double check the root path for Your http setup. It should point to |
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449 for example: |
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450 /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public |
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451 |
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452 - can't install celery/rabbitmq |
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453 |
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454 - don't worry RhodeCode works without them too. No extra setup required |
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455 |
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456 - long lasting push timeouts ? |
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457 |
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458 - make sure You set a longer timeouts in Your proxy/fcgi settings, timeouts |
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459 are caused by https server and not RhodeCode |
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460 |
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461 - large pushes timeouts ? |
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462 |
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463 - make sure You set a proper max_body_size for the http server |
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464 |
591 | 465 |
466 | |
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467 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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468 .. _python: http://www.python.org/ |
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469 .. _mercurial: http://mercurial.selenic.com/ |
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470 .. _celery: http://celeryproject.org/ |
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471 .. _rabbitmq: http://www.rabbitmq.com/ |
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472 .. _python-ldap: http://www.python-ldap.org/ |