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annotate docs/setup.rst @ 992:c03d16787b5c issue-108

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Update documentation for LDAP settings (and add Active Directory information).
author Thayne Harbaugh <thayne@fusionio.com>
date Thu, 03 Feb 2011 18:27:00 -0700
parents aa550e290f26
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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7 Setting up the application
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8 --------------------------
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9
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10 First You'll ned to create RhodeCode config file. Run the following command
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11 to do this
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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,
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19 email settings, usage of static files, cache, celery settings and logging.
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22
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23 Next we need to create the database.
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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
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34 accessible for the application. It's very important since RhodeCode web
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35 interface will work even without such an access but, when trying to do a
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36 push it'll eventually fail with permission denied errors.
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37
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38 You are ready to use rhodecode, to run it simply execute
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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
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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
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49 remember to update these if needed. In the admin panel You can toggle ldap,
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50 anonymous, permissions settings. As well as edit more advanced options on
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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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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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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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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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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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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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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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95 paster make-index production.ini --repo-location=<location for repos>
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99 for full index rebuild You can use::
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100
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101 paster make-index production.ini -f --repo-location=<location for repos>
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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
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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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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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133 ::
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134
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135 easy_install python-ldap
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137 ::
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138
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139 pip install python-ldap
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140
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141 .. note::
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142 python-ldap requires some certain libs on Your system, so before installing
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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
992
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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
992
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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
992
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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
992
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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
992
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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
992
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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
871
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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
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402 <VirtualHost *:80>
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403 ServerName hg.myserver.com
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404 ServerAlias hg.myserver.com
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405
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406 <Proxy *>
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diff changeset
407 Order allow,deny
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408 Allow from all
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409 </Proxy>
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410
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411 #important !
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412 #Directive to properly generate url (clone url) for pylons
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413 ProxyPreserveHost On
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414
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415 #rhodecode instance
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416 ProxyPass / http://127.0.0.1:5000/
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417 ProxyPassReverse / http://127.0.0.1:5000/
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418
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419 #to enable https use line below
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420 #SetEnvIf X-Url-Scheme https HTTPS=1
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421
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422 </VirtualHost>
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423
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424
68aaa0aca0d2 Updated docs, added apache proxy example config
Marcin Kuzminski <marcin@python-works.com>
parents: 871
diff changeset
425 Additional tutorial
744
3389f272ece1 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 733
diff changeset
426 http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons
572
a60cd29ba7e2 more docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 568
diff changeset
427
707
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
428
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
429 Apache's example FCGI config
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
430 ----------------------------
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
431
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
432 TODO !
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
433
591
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
434 Other configuration files
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
435 -------------------------
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
436
881
68aaa0aca0d2 Updated docs, added apache proxy example config
Marcin Kuzminski <marcin@python-works.com>
parents: 871
diff changeset
437 Some example init.d script can be found here, for debian and gentoo:
591
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
438
881
68aaa0aca0d2 Updated docs, added apache proxy example config
Marcin Kuzminski <marcin@python-works.com>
parents: 871
diff changeset
439 https://rhodeocode.org/rhodecode/files/tip/init.d
68aaa0aca0d2 Updated docs, added apache proxy example config
Marcin Kuzminski <marcin@python-works.com>
parents: 871
diff changeset
440
591
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
441
707
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
442 Troubleshooting
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
443 ---------------
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
444
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
445 - missing static files ?
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
446
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
447 - make sure either to set the `static_files = true` in the .ini file or
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
448 double check the root path for Your http setup. It should point to
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
449 for example:
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
450 /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
451
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
452 - can't install celery/rabbitmq
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
453
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
454 - don't worry RhodeCode works without them too. No extra setup required
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
455
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
456 - long lasting push timeouts ?
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
457
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
458 - make sure You set a longer timeouts in Your proxy/fcgi settings, timeouts
715
066af351c6d8 Fixed archivals by passing baseui to scm get method for hg.
Marcin Kuzminski <marcin@python-works.com>
parents: 707
diff changeset
459 are caused by https server and not RhodeCode
707
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
460
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
461 - large pushes timeouts ?
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
462
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
463 - make sure You set a proper max_body_size for the http server
1105531ae572 docs update, added ldap section, added troubleshooting section
Marcin Kuzminski <marcin@python-works.com>
parents: 683
diff changeset
464
591
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
465
1e2adb37cab6 docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 572
diff changeset
466
572
a60cd29ba7e2 more docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 568
diff changeset
467 .. _virtualenv: http://pypi.python.org/pypi/virtualenv
a60cd29ba7e2 more docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 568
diff changeset
468 .. _python: http://www.python.org/
a60cd29ba7e2 more docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 568
diff changeset
469 .. _mercurial: http://mercurial.selenic.com/
a60cd29ba7e2 more docs update
Marcin Kuzminski <marcin@python-works.com>
parents: 568
diff changeset
470 .. _celery: http://celeryproject.org/
992
c03d16787b5c Update documentation for LDAP settings (and add Active Directory information).
Thayne Harbaugh <thayne@fusionio.com>
parents: 968
diff changeset
471 .. _rabbitmq: http://www.rabbitmq.com/
c03d16787b5c Update documentation for LDAP settings (and add Active Directory information).
Thayne Harbaugh <thayne@fusionio.com>
parents: 968
diff changeset
472 .. _python-ldap: http://www.python-ldap.org/