Mercurial > kallithea
annotate docs/setup.rst @ 1226:f17fdbe86ab9 beta
update docs for setup
author | Marcin Kuzminski <marcin@python-works.com> |
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date | Thu, 07 Apr 2011 22:59:43 +0200 |
parents | 9472a0150bf0 |
children | 6e5c543904ef |
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1 .. _setup: |
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2 |
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3 Setup |
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4 ===== |
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5 |
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6 |
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7 Setting up RhodeCode |
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8 -------------------------- |
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9 |
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10 First, you will need to create a RhodeCode configuration file. Run the following |
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11 command to do this:: |
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12 |
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15 - This will create the file `production.ini` in the current directory. This |
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16 configuration file contains the various settings for RhodeCode, e.g proxy port, |
845 | 17 email settings, usage of static files, cache, celery settings and logging. |
18 | |
19 | |
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20 Next, you need to create the databases used by RhodeCode. I recommend that you |
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21 use sqlite (default) or postgresql. If you choose a database other than the |
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22 default ensure you properly adjust the db url in your production.ini |
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23 configuration file to use this other database. Create the databases by running |
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24 the following command:: |
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25 |
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27 |
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28 This will prompt you for a "root" path. This "root" path is the location where |
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29 RhodeCode will store all of its repositories on the current machine. After |
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30 entering this "root" path ``setup-app`` will also prompt you for a username and password |
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31 for the initial admin account which ``setup-app`` sets up for you. |
845 | 32 |
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33 - The ``setup-app`` command will create all of the needed tables and an admin |
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34 account. When choosing a root path you can either use a new empty location, or a |
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35 location which already contains existing repositories. If you choose a location |
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36 which contains existing repositories RhodeCode will simply add all of the |
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37 repositories at the chosen location to it's database. (Note: make sure you |
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38 specify the correct path to the root). |
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39 - Note: the given path for mercurial_ repositories **must** be write accessible |
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40 for the application. It's very important since the RhodeCode web interface will |
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41 work without write access, but when trying to do a push it will eventually fail |
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42 with permission denied errors unless it has write access. |
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43 |
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44 You are now ready to use RhodeCode, to run it simply execute:: |
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45 |
1123 | 46 paster serve production.ini |
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47 |
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48 - This command runs the RhodeCode server. The web app should be available at the |
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49 127.0.0.1:5000. This ip and port is configurable via the production.ini |
845 | 50 file created in previous step |
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51 - Use the admin account you created above when running ``setup-app`` to login to the web app. |
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52 - The default permissions on each repository is read, and the owner is admin. |
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53 Remember to update these if needed. |
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54 - In the admin panel you can toggle ldap, anonymous, permissions settings. As |
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55 well as edit more advanced options on users and repositories |
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56 |
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57 Try copying your own mercurial repository into the "root" directory you are |
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58 using, then from within the RhodeCode web application choose Admin > |
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59 repositories. Then choose Add New Repository. Add the repository you copied into |
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60 the root. Test that you can browse your repository from within RhodeCode and then |
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61 try cloning your repository from RhodeCode with:: |
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62 |
1123 | 63 hg clone http://127.0.0.1:5000/<repository name> |
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64 |
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65 where *repository name* is replaced by the name of your repository. |
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66 |
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67 Using RhodeCode with SSH |
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68 ------------------------ |
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69 |
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70 RhodeCode currently only hosts repositories using http and https. (The addition of |
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71 ssh hosting is a planned future feature.) However you can easily use ssh in |
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72 parallel with RhodeCode. (Repository access via ssh is a standard "out of |
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73 the box" feature of mercurial_ and you can use this to access any of the |
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74 repositories that RhodeCode is hosting. See PublishingRepositories_) |
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75 |
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76 RhodeCode repository structures are kept in directories with the same name |
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77 as the project. When using repository groups, each group is a subdirectory. |
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78 This allows you to easily use ssh for accessing repositories. |
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79 |
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80 In order to use ssh you need to make sure that your web-server and the users login |
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81 accounts have the correct permissions set on the appropriate directories. (Note |
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82 that these permissions are independent of any permissions you have set up using |
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83 the RhodeCode web interface.) |
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84 |
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85 If your main directory (the same as set in RhodeCode settings) is for example |
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86 set to **/home/hg** and the repository you are using is named `rhodecode`, then |
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87 to clone via ssh you should run:: |
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88 |
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89 hg clone ssh://user@server.com/home/hg/rhodecode |
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90 |
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91 Using other external tools such as mercurial-server_ or using ssh key based |
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92 authentication is fully supported. |
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93 |
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94 Note: In an advanced setup, in order for your ssh access to use the same |
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95 permissions as set up via the RhodeCode web interface, you can create an |
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96 authentication hook to connect to the rhodecode db and runs check functions for |
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97 permissions against that. |
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98 |
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99 Setting up Whoosh full text search |
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100 ---------------------------------- |
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101 |
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102 Starting from version 1.1 the whoosh index can be build by using the paster |
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103 command ``make-index``. To use ``make-index`` you must specify the configuration |
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104 file that stores the location of the index, and the location of the repositories |
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105 (`--repo-location`).Starting from version 1.2 it is |
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106 also possible to specify a comma separated list of repositories (`--index-only`) |
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107 to build index only on chooses repositories skipping any other found in repos |
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108 location |
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109 |
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110 You may optionally pass the option `-f` to enable a full index rebuild. Without |
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111 the `-f` option, indexing will run always in "incremental" mode. |
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112 |
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113 For an incremental index build use:: |
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114 |
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115 paster make-index production.ini --repo-location=<location for repos> |
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116 |
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117 For a full index rebuild use:: |
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118 |
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119 paster make-index production.ini -f --repo-location=<location for repos> |
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121 |
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122 building index just for chosen repositories is possible with such command:: |
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123 |
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124 paster make-index production.ini --repo-location=<location for repos> --index-only=vcs,rhodecode |
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125 |
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126 |
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127 In order to do periodical index builds and keep your index always up to date. |
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128 It's recommended to do a crontab entry for incremental indexing. |
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129 An example entry might look like this:: |
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130 |
1123 | 131 /path/to/python/bin/paster /path/to/rhodecode/production.ini --repo-location=<location for repos> |
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132 |
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133 When using incremental mode (the default) whoosh will check the last |
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134 modification date of each file and add it to be reindexed if a newer file is |
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135 available. The indexing daemon checks for any removed files and removes them |
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136 from index. |
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137 |
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138 If you want to rebuild index from scratch, you can use the `-f` flag as above, |
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139 or in the admin panel you can check `build from scratch` flag. |
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140 |
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141 |
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142 Setting up LDAP support |
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143 ----------------------- |
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144 |
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145 RhodeCode starting from version 1.1 supports ldap authentication. In order |
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146 to use LDAP, you have to install the python-ldap_ package. This package is available |
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147 via pypi, so you can install it by running |
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148 |
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149 :: |
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150 |
1123 | 151 easy_install python-ldap |
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152 |
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153 :: |
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154 |
1123 | 155 pip install python-ldap |
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156 |
770 | 157 .. note:: |
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158 python-ldap requires some certain libs on your system, so before installing |
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159 it check that you have at least `openldap`, and `sasl` libraries. |
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160 |
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161 LDAP settings are located in admin->ldap section, |
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162 |
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163 Here's a typical ldap setup:: |
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164 |
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165 Connection settings |
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166 Enable LDAP = checked |
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167 Host = host.example.org |
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168 Port = 389 |
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169 Account = <account> |
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170 Password = <password> |
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171 Enable LDAPS = checked |
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172 Certificate Checks = DEMAND |
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173 |
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174 Search settings |
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175 Base DN = CN=users,DC=host,DC=example,DC=org |
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176 LDAP Filter = (&(objectClass=user)(!(objectClass=computer))) |
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177 LDAP Search Scope = SUBTREE |
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178 |
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179 Attribute mappings |
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180 Login Attribute = uid |
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181 First Name Attribute = firstName |
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182 Last Name Attribute = lastName |
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183 E-mail Attribute = mail |
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184 |
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185 .. _enable_ldap: |
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186 |
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187 Enable LDAP : required |
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188 Whether to use LDAP for authenticating users. |
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189 |
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190 .. _ldap_host: |
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191 |
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192 Host : required |
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193 LDAP server hostname or IP address. |
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194 |
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195 .. _Port: |
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196 |
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197 Port : required |
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198 389 for un-encrypted LDAP, 636 for SSL-encrypted LDAP. |
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199 |
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200 .. _ldap_account: |
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201 |
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202 Account : optional |
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203 Only required if the LDAP server does not allow anonymous browsing of |
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204 records. This should be a special account for record browsing. This |
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205 will require `LDAP Password`_ below. |
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206 |
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207 .. _LDAP Password: |
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208 |
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209 Password : optional |
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210 Only required if the LDAP server does not allow anonymous browsing of |
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211 records. |
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212 |
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213 .. _Enable LDAPS: |
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214 |
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215 Enable LDAPS : optional |
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216 Check this if SSL encryption is necessary for communication with the |
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217 LDAP server - it will likely require `Port`_ to be set to a different |
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218 value (standard LDAPS port is 636). When LDAPS is enabled then |
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219 `Certificate Checks`_ is required. |
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220 |
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221 .. _Certificate Checks: |
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222 |
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223 Certificate Checks : optional |
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224 How SSL certificates verification is handled - this is only useful when |
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225 `Enable LDAPS`_ is enabled. Only DEMAND or HARD offer full SSL security while |
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226 the other options are susceptible to man-in-the-middle attacks. SSL |
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227 certificates can be installed to /etc/openldap/cacerts so that the |
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228 DEMAND or HARD options can be used with self-signed certificates or |
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229 certificates that do not have traceable certificates of authority. |
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230 |
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231 NEVER |
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232 A serve certificate will never be requested or checked. |
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233 |
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234 ALLOW |
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235 A server certificate is requested. Failure to provide a |
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236 certificate or providing a bad certificate will not terminate the |
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237 session. |
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238 |
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239 TRY |
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240 A server certificate is requested. Failure to provide a |
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241 certificate does not halt the session; providing a bad certificate |
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242 halts the session. |
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243 |
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244 DEMAND |
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245 A server certificate is requested and must be provided and |
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246 authenticated for the session to proceed. |
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247 |
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248 HARD |
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249 The same as DEMAND. |
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250 |
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251 .. _Base DN: |
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252 |
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253 Base DN : required |
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254 The Distinguished Name (DN) where searches for users will be performed. |
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255 Searches can be controlled by `LDAP Filter`_ and `LDAP Search Scope`_. |
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256 |
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257 .. _LDAP Filter: |
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258 |
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259 LDAP Filter : optional |
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260 A LDAP filter defined by RFC 2254. This is more useful when `LDAP |
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261 Search Scope`_ is set to SUBTREE. The filter is useful for limiting |
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262 which LDAP objects are identified as representing Users for |
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263 authentication. The filter is augmented by `Login Attribute`_ below. |
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264 This can commonly be left blank. |
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265 |
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266 .. _LDAP Search Scope: |
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267 |
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268 LDAP Search Scope : required |
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269 This limits how far LDAP will search for a matching object. |
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270 |
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271 BASE |
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272 Only allows searching of `Base DN`_ and is usually not what you |
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273 want. |
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274 |
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275 ONELEVEL |
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276 Searches all entries under `Base DN`_, but not Base DN itself. |
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277 |
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278 SUBTREE |
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279 Searches all entries below `Base DN`_, but not Base DN itself. |
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280 When using SUBTREE `LDAP Filter`_ is useful to limit object |
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281 location. |
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282 |
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283 .. _Login Attribute: |
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284 |
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285 Login Attribute : required |
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286 The LDAP record attribute that will be matched as the USERNAME or |
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287 ACCOUNT used to connect to RhodeCode. This will be added to `LDAP |
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288 Filter`_ for locating the User object. If `LDAP Filter`_ is specified as |
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289 "LDAPFILTER", `Login Attribute`_ is specified as "uid" and the user has |
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290 connected as "jsmith" then the `LDAP Filter`_ will be augmented as below |
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291 :: |
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292 |
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293 (&(LDAPFILTER)(uid=jsmith)) |
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294 |
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295 .. _ldap_attr_firstname: |
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296 |
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297 First Name Attribute : required |
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298 The LDAP record attribute which represents the user's first name. |
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299 |
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300 .. _ldap_attr_lastname: |
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301 |
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302 Last Name Attribute : required |
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303 The LDAP record attribute which represents the user's last name. |
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304 |
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305 .. _ldap_attr_email: |
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306 |
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307 Email Attribute : required |
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308 The LDAP record attribute which represents the user's email address. |
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309 |
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310 If all data are entered correctly, and python-ldap_ is properly installed |
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311 users should be granted access to RhodeCode with ldap accounts. At this |
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312 time user information is copied from LDAP into the RhodeCode user database. |
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313 This means that updates of an LDAP user object may not be reflected as a |
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314 user update in RhodeCode. |
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315 |
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316 If You have problems with LDAP access and believe You entered correct |
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317 information check out the RhodeCode logs, any error messages sent from LDAP |
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318 will be saved there. |
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319 |
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320 Active Directory |
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321 '''''''''''''''' |
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322 |
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323 RhodeCode can use Microsoft Active Directory for user authentication. This |
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324 is done through an LDAP or LDAPS connection to Active Directory. The |
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325 following LDAP configuration settings are typical for using Active |
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326 Directory :: |
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327 |
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328 Base DN = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local |
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329 Login Attribute = sAMAccountName |
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330 First Name Attribute = givenName |
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331 Last Name Attribute = sn |
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332 E-mail Attribute = mail |
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333 |
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334 All other LDAP settings will likely be site-specific and should be |
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335 appropriately configured. |
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336 |
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337 Setting Up Celery |
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338 ----------------- |
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339 |
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340 Since version 1.1 celery is configured by the rhodecode ini configuration files. |
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341 Simply set use_celery=true in the ini file then add / change the configuration |
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342 variables inside the ini file. |
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343 |
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344 Remember that the ini files use the format with '.' not with '_' like celery. |
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345 So for example setting `BROKER_HOST` in celery means setting `broker.host` in |
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346 the config file. |
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347 |
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348 In order to start using celery run:: |
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349 |
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350 paster celeryd <configfile.ini> |
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351 |
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352 |
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353 .. note:: |
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354 Make sure you run this command from the same virtualenv, and with the same user |
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355 that rhodecode runs. |
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356 |
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357 HTTPS support |
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358 ------------- |
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359 |
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360 There are two ways to enable https: |
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361 |
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362 - Set HTTP_X_URL_SCHEME in your http server headers, than rhodecode will |
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363 recognize this headers and make proper https redirections |
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364 - Alternatively, set `force_https = true` in the ini configuration to force using |
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365 https, no headers are needed than to enable https |
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366 |
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367 |
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368 Nginx virtual host example |
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369 -------------------------- |
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370 |
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371 Sample config for nginx using proxy:: |
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372 |
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373 server { |
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374 listen 80; |
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375 server_name hg.myserver.com; |
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376 access_log /var/log/nginx/rhodecode.access.log; |
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377 error_log /var/log/nginx/rhodecode.error.log; |
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378 location / { |
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379 root /var/www/rhodecode/rhodecode/public/; |
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380 if (!-f $request_filename){ |
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381 proxy_pass http://127.0.0.1:5000; |
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382 } |
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383 #this is important if you want to use https !!! |
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384 proxy_set_header X-Url-Scheme $scheme; |
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385 include /etc/nginx/proxy.conf; |
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386 } |
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387 } |
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388 |
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389 Here's the proxy.conf. It's tuned so it will not timeout on long |
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390 pushes or large pushes:: |
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391 |
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392 proxy_redirect off; |
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393 proxy_set_header Host $host; |
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394 proxy_set_header X-Host $http_host; |
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395 proxy_set_header X-Real-IP $remote_addr; |
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396 proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; |
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397 proxy_set_header Proxy-host $proxy_host; |
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398 client_max_body_size 400m; |
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399 client_body_buffer_size 128k; |
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400 proxy_buffering off; |
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401 proxy_connect_timeout 3600; |
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402 proxy_send_timeout 3600; |
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403 proxy_read_timeout 3600; |
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404 proxy_buffer_size 16k; |
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405 proxy_buffers 4 16k; |
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406 proxy_busy_buffers_size 64k; |
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407 proxy_temp_file_write_size 64k; |
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408 |
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409 Also, when using root path with nginx you might set the static files to false |
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410 in the production.ini file:: |
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411 |
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412 [app:main] |
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413 use = egg:rhodecode |
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414 full_stack = true |
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415 static_files = false |
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416 lang=en |
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417 cache_dir = %(here)s/data |
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418 |
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419 In order to not have the statics served by the application. This improves speed. |
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420 |
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421 |
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422 Apache virtual host example |
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423 --------------------------- |
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424 |
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425 Here is a sample configuration file for apache using proxy:: |
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426 |
929 | 427 <VirtualHost *:80> |
428 ServerName hg.myserver.com | |
429 ServerAlias hg.myserver.com | |
430 | |
431 <Proxy *> | |
432 Order allow,deny | |
433 Allow from all | |
434 </Proxy> | |
435 | |
436 #important ! | |
437 #Directive to properly generate url (clone url) for pylons | |
438 ProxyPreserveHost On | |
439 | |
440 #rhodecode instance | |
441 ProxyPass / http://127.0.0.1:5000/ | |
442 ProxyPassReverse / http://127.0.0.1:5000/ | |
443 | |
444 #to enable https use line below | |
445 #SetEnvIf X-Url-Scheme https HTTPS=1 | |
446 | |
447 </VirtualHost> | |
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448 |
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449 |
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450 Additional tutorial |
744 | 451 http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons |
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452 |
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453 |
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454 Apache as subdirectory |
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455 ---------------------- |
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456 |
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457 Apache subdirectory part:: |
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458 |
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459 <Location /<someprefix> > |
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460 ProxyPass http://127.0.0.1:5000/<someprefix> |
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461 ProxyPassReverse http://127.0.0.1:5000/<someprefix> |
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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 to your .ini file:: |
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466 |
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467 filter-with = proxy-prefix |
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468 |
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469 Add the following at the end of the .ini file:: |
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470 |
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471 [filter:proxy-prefix] |
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472 use = egg:PasteDeploy#prefix |
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473 prefix = /<someprefix> |
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474 |
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475 |
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476 then change <someprefix> into your choosen prefix |
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477 |
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478 Apache's example FCGI config |
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479 ---------------------------- |
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480 |
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481 TODO ! |
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482 |
591 | 483 Other configuration files |
484 ------------------------- | |
485 | |
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486 Some example init.d scripts can be found here, for debian and gentoo: |
591 | 487 |
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488 https://rhodeocode.org/rhodecode/files/tip/init.d |
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489 |
591 | 490 |
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491 Troubleshooting |
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492 --------------- |
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493 |
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494 :Q: **Missing static files?** |
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495 :A: Make sure either to set the `static_files = true` in the .ini file or |
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496 double check the root path for your http setup. It should point to |
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497 for example: |
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498 /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public |
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499 |
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500 | |
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501 |
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502 :Q: **Can't install celery/rabbitmq** |
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503 :A: Don't worry RhodeCode works without them too. No extra setup is required. |
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504 |
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505 | |
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506 |
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507 :Q: **Long lasting push timeouts?** |
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508 :A: Make sure you set a longer timeouts in your proxy/fcgi settings, timeouts |
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509 are caused by https server and not RhodeCode. |
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510 |
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511 | |
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512 |
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513 :Q: **Large pushes timeouts?** |
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514 :A: Make sure you set a proper max_body_size for the http server. |
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515 |
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516 | |
591 | 517 |
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518 :Q: **Apache doesn't pass basicAuth on pull/push?** |
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519 :A: Make sure you added `WSGIPassAuthorization true`. |
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520 |
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521 For further questions search the `Issues tracker`_, or post a message in the `google group rhodecode`_ |
591 | 522 |
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523 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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524 .. _python: http://www.python.org/ |
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525 .. _mercurial: http://mercurial.selenic.com/ |
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526 .. _celery: http://celeryproject.org/ |
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527 .. _rabbitmq: http://www.rabbitmq.com/ |
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528 .. _python-ldap: http://www.python-ldap.org/ |
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529 .. _mercurial-server: http://www.lshift.net/mercurial-server.html |
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530 .. _PublishingRepositories: http://mercurial.selenic.com/wiki/PublishingRepositories |
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531 .. _Issues tracker: https://bitbucket.org/marcinkuzminski/rhodecode/issues |
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532 .. _google group rhodecode: http://groups.google.com/group/rhodecode |