Mercurial > kallithea
annotate docs/setup.rst @ 7701:9c2fc1390291
tests: prepare for adding CSRF protection on login forms
CSRF is about avoiding abuse of credentials by doing things in existing
sessions. The login form does not have any previous credentials, so there is
nothing to abuse and no real need for CSRF protection. But there is still an
unauth session, so we *can* have CSRF protection.
CSRF protection is currently in LoginRequired (which obviously isn't
applied to the login form), but let's prepare for changing that.
author | Mads Kiilerich <mads@kiilerich.com> |
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date | Fri, 04 Jan 2019 03:42:17 +0100 |
parents | 9bae11163c31 |
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1 .. _setup: |
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4 Setup |
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5 ===== |
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8 Setting up Kallithea |
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11 First, you will need to create a Kallithea configuration file. Run the |
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12 following command to do so:: |
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14 kallithea-cli config-create my.ini |
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15 |
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16 This will create the file ``my.ini`` in the current directory. This |
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17 configuration file contains the various settings for Kallithea, e.g. |
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18 proxy port, email settings, usage of static files, cache, Celery |
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19 settings, and logging. Extra settings can be specified like:: |
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20 |
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21 kallithea-cli config-create my.ini host=8.8.8.8 "[handler_console]" formatter=color_formatter |
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24 use PostgreSQL or SQLite (default). If you choose a database other than the |
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25 default, ensure you properly adjust the database URL in your ``my.ini`` |
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26 configuration file to use this other database. Kallithea currently supports |
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27 PostgreSQL, SQLite and MySQL databases. Create the database by running |
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28 the following command:: |
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29 |
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30 kallithea-cli db-create -c my.ini |
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31 |
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32 This will prompt you for a "root" path. This "root" path is the location where |
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33 Kallithea will store all of its repositories on the current machine. After |
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34 entering this "root" path ``db-create`` will also prompt you for a username |
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35 and password for the initial admin account which ``db-create`` sets |
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36 up for you. |
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38 The ``db-create`` values can also be given on the command line. |
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39 Example:: |
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40 |
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41 kallithea-cli db-create -c my.ini --user=nn --password=secret --email=nn@example.com --repos=/srv/repos |
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42 |
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43 The ``db-create`` command will create all needed tables and an |
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44 admin account. When choosing a root path you can either use a new |
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45 empty location, or a location which already contains existing |
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46 repositories. If you choose a location which contains existing |
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47 repositories Kallithea will add all of the repositories at the chosen |
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48 location to its database. (Note: make sure you specify the correct |
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49 path to the root). |
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50 |
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51 .. note:: the given path for Mercurial_ repositories **must** be write |
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52 accessible for the application. It's very important since |
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53 the Kallithea web interface will work without write access, |
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54 but when trying to do a push it will fail with permission |
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55 denied errors unless it has write access. |
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56 |
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57 Finally, prepare the front-end by running:: |
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58 |
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59 kallithea-cli front-end-build |
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60 |
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61 You are now ready to use Kallithea. To run it simply execute:: |
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62 |
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63 gearbox serve -c my.ini |
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64 |
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65 - This command runs the Kallithea server. The web app should be available at |
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66 http://127.0.0.1:5000. The IP address and port is configurable via the |
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67 configuration file created in the previous step. |
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68 - Log in to Kallithea using the admin account created when running ``db-create``. |
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69 - The default permissions on each repository is read, and the owner is admin. |
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70 Remember to update these if needed. |
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71 - In the admin panel you can toggle LDAP, anonymous, and permissions |
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72 settings, as well as edit more advanced options on users and |
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73 repositories. |
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74 |
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76 Internationalization (i18n support) |
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77 ----------------------------------- |
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78 |
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79 The Kallithea web interface is automatically displayed in the user's preferred |
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80 language, as indicated by the browser. Thus, different users may see the |
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81 application in different languages. If the requested language is not available |
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82 (because the translation file for that language does not yet exist or is |
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83 incomplete), the language specified in setting ``i18n.lang`` in the Kallithea |
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84 configuration file is used as fallback. If no fallback language is explicitly |
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85 specified, English is used. |
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86 |
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87 If you want to disable automatic language detection and instead configure a |
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88 fixed language regardless of user preference, set ``i18n.enabled = false`` and |
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89 set ``i18n.lang`` to the desired language (or leave empty for English). |
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90 |
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91 |
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92 Using Kallithea with SSH |
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93 ------------------------ |
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94 |
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95 Kallithea currently only hosts repositories using http and https. (The addition |
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96 of ssh hosting is a planned future feature.) However you can easily use ssh in |
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97 parallel with Kallithea. (Repository access via ssh is a standard "out of |
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98 the box" feature of Mercurial_ and you can use this to access any of the |
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99 repositories that Kallithea is hosting. See PublishingRepositories_) |
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100 |
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101 Kallithea repository structures are kept in directories with the same name |
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102 as the project. When using repository groups, each group is a subdirectory. |
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103 This allows you to easily use ssh for accessing repositories. |
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104 |
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105 In order to use ssh you need to make sure that your web server and the users' |
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106 login accounts have the correct permissions set on the appropriate directories. |
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107 |
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108 .. note:: These permissions are independent of any permissions you |
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109 have set up using the Kallithea web interface. |
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110 |
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111 If your main directory (the same as set in Kallithea settings) is for |
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112 example set to ``/srv/repos`` and the repository you are using is |
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113 named ``kallithea``, then to clone via ssh you should run:: |
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114 |
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115 hg clone ssh://user@kallithea.example.com/srv/repos/kallithea |
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116 |
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117 Using other external tools such as mercurial-server_ or using ssh key-based |
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118 authentication is fully supported. |
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119 |
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120 .. note:: In an advanced setup, in order for your ssh access to use |
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121 the same permissions as set up via the Kallithea web |
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122 interface, you can create an authentication hook to connect |
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123 to the Kallithea db and run check functions for permissions |
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124 against that. |
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125 |
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126 |
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127 Setting up Whoosh full text search |
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128 ---------------------------------- |
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129 |
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130 Kallithea provides full text search of repositories using `Whoosh`__. |
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131 |
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132 .. __: https://whoosh.readthedocs.io/en/latest/ |
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133 |
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134 For an incremental index build, run:: |
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135 |
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136 kallithea-cli index-create -c my.ini |
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137 |
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138 For a full index rebuild, run:: |
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139 |
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140 kallithea-cli index-create -c my.ini --full |
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141 |
5855 | 142 The ``--repo-location`` option allows the location of the repositories to be overridden; |
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143 usually, the location is retrieved from the Kallithea database. |
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144 |
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145 The ``--index-only`` option can be used to limit the indexed repositories to a comma-separated list:: |
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146 |
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147 kallithea-cli index-create -c my.ini --index-only=vcs,kallithea |
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148 |
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149 To keep your index up-to-date it is necessary to do periodic index builds; |
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150 for this, it is recommended to use a crontab entry. Example:: |
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151 |
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152 0 3 * * * /path/to/virtualenv/bin/kallithea-cli index-create -c /path/to/kallithea/my.ini |
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153 |
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154 When using incremental mode (the default), Whoosh will check the last |
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155 modification date of each file and add it to be reindexed if a newer file is |
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156 available. The indexing daemon checks for any removed files and removes them |
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157 from index. |
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158 |
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159 If you want to rebuild the index from scratch, you can use the ``-f`` flag as above, |
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160 or in the admin panel you can check the "build from scratch" checkbox. |
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161 |
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162 |
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163 Integration with issue trackers |
1838 | 164 ------------------------------- |
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165 |
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166 Kallithea provides a simple integration with issue trackers. It's possible |
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167 to define a regular expression that will match an issue ID in commit messages, |
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168 and have that replaced with a URL to the issue. |
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169 |
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170 This is achieved with following three variables in the ini file:: |
1838 | 171 |
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172 issue_pat = #(\d+) |
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173 issue_server_link = https://issues.example.com/{repo}/issue/\1 |
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174 issue_sub = |
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176 ``issue_pat`` is the regular expression describing which strings in |
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177 commit messages will be treated as issue references. The expression can/should |
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178 have one or more parenthesized groups that can later be referred to in |
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179 ``issue_server_link`` and ``issue_sub`` (see below). If you prefer, named groups |
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180 can be used instead of simple parenthesized groups. |
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181 |
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182 If the pattern should only match if it is preceded by whitespace, add the |
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183 following string before the actual pattern: ``(?:^|(?<=\s))``. |
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184 If the pattern should only match if it is followed by whitespace, add the |
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185 following string after the actual pattern: ``(?:$|(?=\s))``. |
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186 These expressions use lookbehind and lookahead assertions of the Python regular |
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187 expression module to avoid the whitespace to be part of the actual pattern, |
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188 otherwise the link text will also contain that whitespace. |
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189 |
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190 Matched issue references are replaced with the link specified in |
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191 ``issue_server_link``, in which any backreferences are resolved. Backreferences |
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192 can be ``\1``, ``\2``, ... or for named groups ``\g<groupname>``. |
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193 The special token ``{repo}`` is replaced with the full repository path |
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194 (including repository groups), while token ``{repo_name}`` is replaced with the |
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195 repository name (without repository groups). |
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196 |
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197 The link text is determined by ``issue_sub``, which can be a string containing |
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198 backreferences to the groups specified in ``issue_pat``. If ``issue_sub`` is |
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199 empty, then the text matched by ``issue_pat`` is used verbatim. |
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200 |
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201 The example settings shown above match issues in the format ``#<number>``. |
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202 This will cause the text ``#300`` to be transformed into a link: |
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203 |
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204 .. code-block:: html |
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205 |
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206 <a href="https://issues.example.com/example_repo/issue/300">#300</a> |
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207 |
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208 The following example transforms a text starting with either of 'pullrequest', |
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209 'pull request' or 'PR', followed by an optional space, then a pound character |
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210 (#) and one or more digits, into a link with the text 'PR #' followed by the |
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211 digits:: |
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212 |
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213 issue_pat = (pullrequest|pull request|PR) ?#(\d+) |
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214 issue_server_link = https://issues.example.com/\2 |
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215 issue_sub = PR #\2 |
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216 |
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217 The following example demonstrates how to require whitespace before the issue |
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218 reference in order for it to be recognized, such that the text ``issue#123`` will |
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219 not cause a match, but ``issue #123`` will:: |
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220 |
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221 issue_pat = (?:^|(?<=\s))#(\d+) |
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222 issue_server_link = https://issues.example.com/\1 |
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223 issue_sub = |
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224 |
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225 If needed, more than one pattern can be specified by appending a unique suffix to |
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226 the variables. For example, also demonstrating the use of named groups:: |
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227 |
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228 issue_pat_wiki = wiki-(?P<pagename>\S+) |
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229 issue_server_link_wiki = https://wiki.example.com/\g<pagename> |
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230 issue_sub_wiki = WIKI-\g<pagename> |
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231 |
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232 With these settings, wiki pages can be referenced as wiki-some-id, and every |
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233 such reference will be transformed into: |
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234 |
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235 .. code-block:: html |
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236 |
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237 <a href="https://wiki.example.com/some-id">WIKI-some-id</a> |
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238 |
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239 Refer to the `Python regular expression documentation`_ for more details about |
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240 the supported syntax in ``issue_pat``, ``issue_server_link`` and ``issue_sub``. |
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241 |
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242 |
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243 Hook management |
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244 --------------- |
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245 |
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246 Hooks can be managed in similar way to that used in ``.hgrc`` files. |
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247 To manage hooks, choose *Admin > Settings > Hooks*. |
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248 |
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249 The built-in hooks cannot be modified, though they can be enabled or disabled in the *VCS* section. |
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250 |
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251 To add another custom hook simply fill in the first textbox with |
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252 ``<name>.<hook_type>`` and the second with the hook path. Example hooks |
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253 can be found in ``kallithea.lib.hooks``. |
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254 |
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255 |
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256 Changing default encoding |
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257 ------------------------- |
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258 |
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259 By default, Kallithea uses UTF-8 encoding. |
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260 This is configurable as ``default_encoding`` in the .ini file. |
4902 | 261 This affects many parts in Kallithea including user names, filenames, and |
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262 encoding of commit messages. In addition Kallithea can detect if the ``chardet`` |
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263 library is installed. If ``chardet`` is detected Kallithea will fallback to it |
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264 when there are encode/decode errors. |
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265 |
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266 The Mercurial encoding is configurable as ``hgencoding``. It is similar to |
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267 setting the ``HGENCODING`` environment variable, but will override it. |
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268 |
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269 |
4902 | 270 Celery configuration |
271 -------------------- | |
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272 |
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273 Kallithea can use the distributed task queue system Celery_ to run tasks like |
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274 cloning repositories or sending emails. |
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275 |
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276 Kallithea will in most setups work perfectly fine out of the box (without |
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277 Celery), executing all tasks in the web server process. Some tasks can however |
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278 take some time to run and it can be better to run such tasks asynchronously in |
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279 a separate process so the web server can focus on serving web requests. |
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280 |
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281 For installation and configuration of Celery, see the `Celery documentation`_. |
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282 Note that Celery requires a message broker service like RabbitMQ_ (recommended) |
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283 or Redis_. |
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284 |
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285 The use of Celery is configured in the Kallithea ini configuration file. |
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286 To enable it, simply set:: |
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287 |
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288 use_celery = true |
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289 |
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290 and add or change the ``celery.*`` and ``broker.*`` configuration variables. |
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291 |
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292 Remember that the ini files use the format with '.' and not with '_' like |
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293 Celery. So for example setting `BROKER_HOST` in Celery means setting |
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294 `broker.host` in the configuration file. |
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295 |
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296 To start the Celery process, run:: |
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297 |
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298 kallithea-cli celery-run -c my.ini |
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299 |
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300 Extra options to the Celery worker can be passed after ``--`` - see ``-- -h`` |
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301 for more info. |
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302 |
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303 .. note:: |
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304 Make sure you run this command from the same virtualenv, and with the same |
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305 user that Kallithea runs. |
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306 |
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307 |
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308 HTTPS support |
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309 ------------- |
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310 |
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311 Kallithea will by default generate URLs based on the WSGI environment. |
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312 |
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313 Alternatively, you can use some special configuration settings to control |
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314 directly which scheme/protocol Kallithea will use when generating URLs: |
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315 |
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316 - With ``https_fixup = true``, the scheme will be taken from the |
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317 ``X-Url-Scheme``, ``X-Forwarded-Scheme`` or ``X-Forwarded-Proto`` HTTP header |
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318 (default ``http``). |
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319 - With ``force_https = true`` the default will be ``https``. |
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320 - With ``use_htsts = true``, Kallithea will set ``Strict-Transport-Security`` when using https. |
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321 |
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322 .. _nginx_virtual_host: |
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323 |
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324 |
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325 Nginx virtual host example |
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326 -------------------------- |
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327 |
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328 Sample config for Nginx using proxy: |
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329 |
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330 .. code-block:: nginx |
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331 |
4902 | 332 upstream kallithea { |
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333 server 127.0.0.1:5000; |
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334 # add more instances for load balancing |
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335 #server 127.0.0.1:5001; |
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336 #server 127.0.0.1:5002; |
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337 } |
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338 |
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339 ## gist alias |
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340 server { |
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341 listen 443; |
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342 server_name gist.example.com; |
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343 access_log /var/log/nginx/gist.access.log; |
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344 error_log /var/log/nginx/gist.error.log; |
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345 |
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346 ssl on; |
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347 ssl_certificate gist.your.kallithea.server.crt; |
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348 ssl_certificate_key gist.your.kallithea.server.key; |
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349 |
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350 ssl_session_timeout 5m; |
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351 |
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352 ssl_protocols SSLv3 TLSv1; |
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353 ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5; |
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354 ssl_prefer_server_ciphers on; |
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355 |
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356 rewrite ^/(.+)$ https://kallithea.example.com/_admin/gists/$1; |
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357 rewrite (.*) https://kallithea.example.com/_admin/gists; |
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358 } |
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359 |
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360 server { |
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361 listen 443; |
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362 server_name kallithea.example.com |
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363 access_log /var/log/nginx/kallithea.access.log; |
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364 error_log /var/log/nginx/kallithea.error.log; |
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365 |
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366 ssl on; |
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367 ssl_certificate your.kallithea.server.crt; |
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368 ssl_certificate_key your.kallithea.server.key; |
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369 |
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370 ssl_session_timeout 5m; |
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371 |
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372 ssl_protocols SSLv3 TLSv1; |
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373 ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5; |
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374 ssl_prefer_server_ciphers on; |
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375 |
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376 ## uncomment root directive if you want to serve static files by nginx |
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377 ## requires static_files = false in .ini file |
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378 #root /srv/kallithea/kallithea/kallithea/public; |
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379 include /etc/nginx/proxy.conf; |
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380 location / { |
4902 | 381 try_files $uri @kallithea; |
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382 } |
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383 |
4902 | 384 location @kallithea { |
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385 proxy_pass http://127.0.0.1:5000; |
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386 } |
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387 |
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388 } |
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389 |
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390 Here's the proxy.conf. It's tuned so it will not timeout on long |
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391 pushes or large pushes:: |
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392 |
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393 proxy_redirect off; |
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394 proxy_set_header Host $host; |
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395 ## needed for container auth |
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396 #proxy_set_header REMOTE_USER $remote_user; |
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397 #proxy_set_header X-Forwarded-User $remote_user; |
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398 proxy_set_header X-Url-Scheme $scheme; |
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399 proxy_set_header X-Host $http_host; |
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400 proxy_set_header X-Real-IP $remote_addr; |
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401 proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; |
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402 proxy_set_header Proxy-host $proxy_host; |
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403 proxy_buffering off; |
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404 proxy_connect_timeout 7200; |
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405 proxy_send_timeout 7200; |
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406 proxy_read_timeout 7200; |
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407 proxy_buffers 8 32k; |
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408 client_max_body_size 1024m; |
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409 client_body_buffer_size 128k; |
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410 large_client_header_buffers 8 64k; |
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411 |
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412 .. _apache_virtual_host_reverse_proxy: |
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413 |
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414 |
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415 Apache virtual host reverse proxy example |
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416 ----------------------------------------- |
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417 |
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418 Here is a sample configuration file for Apache using proxy: |
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419 |
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420 .. code-block:: apache |
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421 |
929 | 422 <VirtualHost *:80> |
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423 ServerName kallithea.example.com |
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424 |
929 | 425 <Proxy *> |
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426 # For Apache 2.4 and later: |
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427 Require all granted |
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428 |
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429 # For Apache 2.2 and earlier, instead use: |
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430 # Order allow,deny |
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431 # Allow from all |
929 | 432 </Proxy> |
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433 |
929 | 434 #important ! |
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435 #Directive to properly generate url (clone url) for Kallithea |
929 | 436 ProxyPreserveHost On |
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437 |
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438 #kallithea instance |
929 | 439 ProxyPass / http://127.0.0.1:5000/ |
440 ProxyPassReverse / http://127.0.0.1:5000/ | |
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441 |
929 | 442 #to enable https use line below |
443 #SetEnvIf X-Url-Scheme https HTTPS=1 | |
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444 </VirtualHost> |
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445 |
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446 Additional tutorial |
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447 http://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons |
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448 |
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449 .. _apache_subdirectory: |
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450 |
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451 |
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452 Apache as subdirectory |
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453 ---------------------- |
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454 |
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455 Apache subdirectory part: |
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456 |
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457 .. code-block:: apache |
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458 |
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459 <Location /PREFIX > |
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460 ProxyPass http://127.0.0.1:5000/PREFIX |
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461 ProxyPassReverse http://127.0.0.1:5000/PREFIX |
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462 SetEnvIf X-Url-Scheme https HTTPS=1 |
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463 </Location> |
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464 |
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465 Besides the regular apache setup you will need to add the following line |
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466 into ``[app:main]`` section of your .ini file:: |
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467 |
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468 filter-with = proxy-prefix |
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469 |
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470 Add the following at the end of the .ini file:: |
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471 |
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472 [filter:proxy-prefix] |
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473 use = egg:PasteDeploy#prefix |
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474 prefix = /PREFIX |
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475 |
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476 then change ``PREFIX`` into your chosen prefix |
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477 |
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478 .. _apache_mod_wsgi: |
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479 |
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480 |
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481 Apache with mod_wsgi |
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482 -------------------- |
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483 |
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484 Alternatively, Kallithea can be set up with Apache under mod_wsgi. For |
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485 that, you'll need to: |
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486 |
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487 - Install mod_wsgi. If using a Debian-based distro, you can install |
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488 the package libapache2-mod-wsgi:: |
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489 |
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490 aptitude install libapache2-mod-wsgi |
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491 |
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492 - Enable mod_wsgi:: |
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493 |
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494 a2enmod wsgi |
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495 |
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496 - Add global Apache configuration to tell mod_wsgi that Python only will be |
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497 used in the WSGI processes and shouldn't be initialized in the Apache |
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498 processes:: |
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499 |
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500 WSGIRestrictEmbedded On |
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501 |
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502 - Create a WSGI dispatch script, like the one below. Make sure you |
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503 check that the paths correctly point to where you installed Kallithea |
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504 and its Python Virtual Environment. |
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505 |
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506 .. code-block:: python |
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507 |
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508 import os |
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509 os.environ['PYTHON_EGG_CACHE'] = '/srv/kallithea/.egg-cache' |
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510 |
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511 # sometimes it's needed to set the current dir |
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512 os.chdir('/srv/kallithea/') |
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513 |
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514 import site |
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515 site.addsitedir("/srv/kallithea/venv/lib/python2.7/site-packages") |
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516 |
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517 ini = '/srv/kallithea/my.ini' |
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518 from logging.config import fileConfig |
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519 fileConfig(ini) |
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520 from paste.deploy import loadapp |
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521 application = loadapp('config:' + ini) |
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522 |
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523 Or using proper virtualenv activation: |
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525 .. code-block:: python |
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527 activate_this = '/srv/kallithea/venv/bin/activate_this.py' |
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528 execfile(activate_this, dict(__file__=activate_this)) |
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529 |
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530 import os |
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531 os.environ['HOME'] = '/srv/kallithea' |
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532 |
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533 ini = '/srv/kallithea/kallithea.ini' |
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534 from logging.config import fileConfig |
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535 fileConfig(ini) |
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536 from paste.deploy import loadapp |
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537 application = loadapp('config:' + ini) |
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538 |
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539 - Add the necessary ``WSGI*`` directives to the Apache Virtual Host configuration |
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540 file, like in the example below. Notice that the WSGI dispatch script created |
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541 above is referred to with the ``WSGIScriptAlias`` directive. |
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542 The default locale settings Apache provides for web services are often not |
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543 adequate, with `C` as the default language and `ASCII` as the encoding. |
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544 Instead, use the ``lang`` parameter of ``WSGIDaemonProcess`` to specify a |
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545 suitable locale. See also the :ref:`overview` section and the |
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546 `WSGIDaemonProcess documentation`_. |
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547 |
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548 Apache will by default run as a special Apache user, on Linux systems |
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549 usually ``www-data`` or ``apache``. If you need to have the repositories |
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550 directory owned by a different user, use the user and group options to |
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551 WSGIDaemonProcess to set the name of the user and group. |
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552 |
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553 Once again, check that all paths are correctly specified. |
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554 |
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555 .. code-block:: apache |
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556 |
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557 WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 \ |
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558 python-home=/srv/kallithea/venv lang=C.UTF-8 |
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559 WSGIProcessGroup kallithea |
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560 WSGIScriptAlias / /srv/kallithea/dispatch.wsgi |
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561 WSGIPassAuthorization On |
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563 Or if using a dispatcher WSGI script with proper virtualenv activation: |
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564 |
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565 .. code-block:: apache |
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567 WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 lang=en_US.utf8 |
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568 WSGIProcessGroup kallithea |
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569 WSGIScriptAlias / /srv/kallithea/dispatch.wsgi |
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570 WSGIPassAuthorization On |
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572 |
591 | 573 Other configuration files |
574 ------------------------- | |
575 | |
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576 A number of `example init.d scripts`__ can be found in |
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577 the ``init.d`` directory of the Kallithea source. |
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578 |
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579 .. __: https://kallithea-scm.org/repos/kallithea/files/tip/init.d/ . |
591 | 580 |
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581 |
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582 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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583 .. _python: http://www.python.org/ |
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584 .. _Python regular expression documentation: https://docs.python.org/2/library/re.html |
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585 .. _Mercurial: https://www.mercurial-scm.org/ |
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586 .. _Celery: http://celeryproject.org/ |
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587 .. _Celery documentation: http://docs.celeryproject.org/en/latest/getting-started/index.html |
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588 .. _RabbitMQ: http://www.rabbitmq.com/ |
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589 .. _Redis: http://redis.io/ |
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590 .. _mercurial-server: http://www.lshift.net/mercurial-server.html |
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591 .. _PublishingRepositories: https://www.mercurial-scm.org/wiki/PublishingRepositories |
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592 .. _WSGIDaemonProcess documentation: https://modwsgi.readthedocs.io/en/develop/configuration-directives/WSGIDaemonProcess.html |