annotate docs/overview.rst @ 6111:9c1fe6f96146

changelog: add evolve information to the graph and the mark unstable changesets in red based on that information
author domruf <dominikruf@gmail.com>
date Fri, 24 Jun 2016 19:30:27 +0200
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1 .. _overview:
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2
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3 =====================
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4 Installation overview
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5 =====================
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6
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7 Some overview and some details that can help understanding the options when
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8 installing Kallithea.
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9
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10
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11 Python environment
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12 ------------------
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13
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14 **Kallithea** is written entirely in Python_ and requires Python version
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15 2.6 or higher. Python 3.x is currently not supported.
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16
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17 Given a Python installation, there are different ways of providing the
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18 environment for running Python applications. Each of them pretty much
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19 corresponds to a ``site-packages`` directory somewhere where packages can be
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20 installed.
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21
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22 Kallithea itself can be run from source or be installed, but even when running
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23 from source, there are some dependencies that must be installed in the Python
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24 environment used for running Kallithea.
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25
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26 - Packages *could* be installed in Python's ``site-packages`` directory ... but
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27 that would require running pip_ as root and it would be hard to uninstall or
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28 upgrade and is probably not a good idea unless using a package manager.
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29
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30 - Packages could also be installed in ``~/.local`` ... but that is probably
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31 only a good idea if using a dedicated user per application or instance.
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32
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33 - Finally, it can be installed in a virtualenv_. That is a very lightweight
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34 "container" where each Kallithea instance can get its own dedicated and
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35 self-contained virtual environment.
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36
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37 We recommend using virtualenv for installing Kallithea.
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38
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39
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40 Installation methods
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41 --------------------
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42
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43 Kallithea must be installed on a server. Kallithea is installed in a Python
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44 environment so it can use packages that are installed there and make itself
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45 available for other packages.
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46
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47 Two different cases will pretty much cover the options for how it can be
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48 installed.
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49
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50 - The Kallithea source repository can be cloned and used -- it is kept stable and
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51 can be used in production. The Kallithea maintainers use the development
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52 branch in production. The advantage of installation from source and regularly
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53 updating it is that you take advantage of the most recent improvements. Using
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54 it directly from a DVCS also means that it is easy to track local customizations.
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55
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56 Running ``pip install -e .`` in the source will use pip to install the
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57 necessary dependencies in the Python environment and create a
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58 ``.../site-packages/Kallithea.egg-link`` file there that points at the Kallithea
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59 source.
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60
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61 - Kallithea can also be installed from ready-made packages using a package manager.
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62 The official released versions are available on PyPI_ and can be downloaded and
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63 installed with all dependencies using ``pip install kallithea``.
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64
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65 With this method, Kallithea is installed in the Python environment as any
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66 other package, usually as a ``.../site-packages/Kallithea-X-py2.7.egg/``
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67 directory with Python files and everything else that is needed.
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68
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69 (``pip install kallithea`` from a source tree will do pretty much the same
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70 but build the Kallithea package itself locally instead of downloading it.)
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71
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72
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73 Web server
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74 ----------
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75
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76 Kallithea is (primarily) a WSGI_ application that must be run from a web
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77 server that serves WSGI applications over HTTP.
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78
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79 Kallithea itself is not serving HTTP (or HTTPS); that is the web server's
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80 responsibility. Kallithea does however need to know its own user facing URL
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81 (protocol, address, port and path) for each HTTP request. Kallithea will
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82 usually use its own HTML/cookie based authentication but can also be configured
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83 to use web server authentication.
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84
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85 There are several web server options:
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86
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87 - Kallithea uses the Paste_ tool as command line interface. Paste provides
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88 ``paster serve`` as a convenient way to launch a Python WSGI / web server
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89 from the command line. That is perfect for development and evaluation.
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90 Actual use in production might have different requirements and need extra
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91 work to make it manageable as a scalable system service.
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92
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93 Paste comes with its own built-in web server but Kallithea defaults to use
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94 Waitress_. Gunicorn_ is also an option. These web servers have different
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95 limited feature sets.
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96
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97 The web server used by ``paster`` is configured in the ``.ini`` file passed
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98 to it. The entry point for the WSGI application is configured
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99 in ``setup.py`` as ``kallithea.config.middleware:make_app``.
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100
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101 - `Apache httpd`_ can serve WSGI applications directly using mod_wsgi_ and a
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102 simple Python file with the necessary configuration. This is a good option if
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103 Apache is an option.
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104
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105 - uWSGI_ is also a full web server with built-in WSGI module.
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106
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107 - IIS_ can also server WSGI applications directly using isapi-wsgi_.
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108
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109 - A `reverse HTTP proxy <https://en.wikipedia.org/wiki/Reverse_proxy>`_
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110 can be put in front of another web server which has WSGI support.
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111 Such a layered setup can be complex but might in some cases be the right
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112 option, for example to standardize on one internet-facing web server, to add
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113 encryption or special authentication or for other security reasons, to
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114 provide caching of static files, or to provide load balancing or fail-over.
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115 Nginx_, Varnish_ and HAProxy_ are often used for this purpose, often in front
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116 of a ``paster`` server that somehow is wrapped as a service.
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117
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118 The best option depends on what you are familiar with and the requirements for
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119 performance and stability. Also, keep in mind that Kallithea mainly is serving
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120 dynamically generated pages from a relatively slow Python process. Kallithea is
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121 also often used inside organizations with a limited amount of users and thus no
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122 continuous hammering from the internet.
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123
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124
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125 .. _Python: http://www.python.org/
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126 .. _Gunicorn: http://gunicorn.org/
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127 .. _Waitress: http://waitress.readthedocs.org/en/latest/
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128 .. _virtualenv: http://pypi.python.org/pypi/virtualenv
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129 .. _Paste: http://pythonpaste.org/
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130 .. _PyPI: https://pypi.python.org/pypi
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131 .. _Apache httpd: http://httpd.apache.org/
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132 .. _mod_wsgi: https://code.google.com/p/modwsgi/
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133 .. _isapi-wsgi: https://github.com/hexdump42/isapi-wsgi
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134 .. _uWSGI: https://uwsgi-docs.readthedocs.org/en/latest/
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135 .. _nginx: http://nginx.org/en/
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136 .. _iis: http://en.wikipedia.org/wiki/Internet_Information_Services
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137 .. _pip: http://en.wikipedia.org/wiki/Pip_%28package_manager%29
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138 .. _WSGI: http://en.wikipedia.org/wiki/Web_Server_Gateway_Interface
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139 .. _pylons: http://www.pylonsproject.org/
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140 .. _HAProxy: http://www.haproxy.org/
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141 .. _Varnish: https://www.varnish-cache.org/