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Marcin Kuzminski - 14 years ago 2012-02-22 03:35:07
marcin@python-works.com
updated setup docs about encoding
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docs/setup.rst
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@@ -157,500 +157,510 @@ using pip::
 

	
 
    pip install python-ldap
 

	
 
.. note::
 
   python-ldap requires some certain libs on your system, so before installing 
 
   it check that you have at least `openldap`, and `sasl` libraries.
 

	
 
LDAP settings are located in admin->ldap section,
 

	
 
Here's a typical ldap setup::
 

	
 
 Connection settings
 
 Enable LDAP          = checked
 
 Host                 = host.example.org
 
 Port                 = 389
 
 Account              = <account>
 
 Password             = <password>
 
 Connection Security  = LDAPS connection
 
 Certificate Checks   = DEMAND
 

	
 
 Search settings
 
 Base DN              = CN=users,DC=host,DC=example,DC=org
 
 LDAP Filter          = (&(objectClass=user)(!(objectClass=computer)))
 
 LDAP Search Scope    = SUBTREE
 

	
 
 Attribute mappings
 
 Login Attribute      = uid
 
 First Name Attribute = firstName
 
 Last Name Attribute  = lastName
 
 E-mail Attribute     = mail
 

	
 
.. _enable_ldap:
 

	
 
Enable LDAP : required
 
    Whether to use LDAP for authenticating users.
 

	
 
.. _ldap_host:
 

	
 
Host : required
 
    LDAP server hostname or IP address.
 

	
 
.. _Port:
 

	
 
Port : required
 
    389 for un-encrypted LDAP, 636 for SSL-encrypted LDAP.
 

	
 
.. _ldap_account:
 

	
 
Account : optional
 
    Only required if the LDAP server does not allow anonymous browsing of
 
    records.  This should be a special account for record browsing.  This
 
    will require `LDAP Password`_ below.
 

	
 
.. _LDAP Password:
 

	
 
Password : optional
 
    Only required if the LDAP server does not allow anonymous browsing of
 
    records.
 

	
 
.. _Enable LDAPS:
 

	
 
Connection Security : required
 
    Defines the connection to LDAP server
 

	
 
    No encryption
 
        Plain non encrypted connection
 
        
 
    LDAPS connection
 
        Enable ldaps connection. It will likely require `Port`_ to be set to 
 
        a different value (standard LDAPS port is 636). When LDAPS is enabled 
 
        then `Certificate Checks`_ is required.
 
        
 
    START_TLS on LDAP connection
 
        START TLS connection
 

	
 
.. _Certificate Checks:
 

	
 
Certificate Checks : optional
 
    How SSL certificates verification is handled - this is only useful when
 
    `Enable LDAPS`_ is enabled.  Only DEMAND or HARD offer full SSL security 
 
    while the other options are susceptible to man-in-the-middle attacks.  SSL
 
    certificates can be installed to /etc/openldap/cacerts so that the
 
    DEMAND or HARD options can be used with self-signed certificates or
 
    certificates that do not have traceable certificates of authority.
 

	
 
    NEVER
 
        A serve certificate will never be requested or checked.
 

	
 
    ALLOW
 
        A server certificate is requested.  Failure to provide a
 
        certificate or providing a bad certificate will not terminate the
 
        session.
 

	
 
    TRY
 
        A server certificate is requested.  Failure to provide a
 
        certificate does not halt the session; providing a bad certificate
 
        halts the session.
 

	
 
    DEMAND
 
        A server certificate is requested and must be provided and
 
        authenticated for the session to proceed.
 

	
 
    HARD
 
        The same as DEMAND.
 

	
 
.. _Base DN:
 

	
 
Base DN : required
 
    The Distinguished Name (DN) where searches for users will be performed.
 
    Searches can be controlled by `LDAP Filter`_ and `LDAP Search Scope`_.
 

	
 
.. _LDAP Filter:
 

	
 
LDAP Filter : optional
 
    A LDAP filter defined by RFC 2254.  This is more useful when `LDAP
 
    Search Scope`_ is set to SUBTREE.  The filter is useful for limiting
 
    which LDAP objects are identified as representing Users for
 
    authentication.  The filter is augmented by `Login Attribute`_ below.
 
    This can commonly be left blank.
 

	
 
.. _LDAP Search Scope:
 

	
 
LDAP Search Scope : required
 
    This limits how far LDAP will search for a matching object.
 

	
 
    BASE
 
        Only allows searching of `Base DN`_ and is usually not what you
 
        want.
 

	
 
    ONELEVEL
 
        Searches all entries under `Base DN`_, but not Base DN itself.
 

	
 
    SUBTREE
 
        Searches all entries below `Base DN`_, but not Base DN itself.
 
        When using SUBTREE `LDAP Filter`_ is useful to limit object
 
        location.
 

	
 
.. _Login Attribute:
 

	
 
Login Attribute : required        
 
    The LDAP record attribute that will be matched as the USERNAME or
 
    ACCOUNT used to connect to RhodeCode.  This will be added to `LDAP
 
    Filter`_ for locating the User object.  If `LDAP Filter`_ is specified as
 
    "LDAPFILTER", `Login Attribute`_ is specified as "uid" and the user has
 
    connected as "jsmith" then the `LDAP Filter`_ will be augmented as below
 
    ::
 

	
 
        (&(LDAPFILTER)(uid=jsmith))
 

	
 
.. _ldap_attr_firstname:
 

	
 
First Name Attribute : required
 
    The LDAP record attribute which represents the user's first name.
 

	
 
.. _ldap_attr_lastname:
 

	
 
Last Name Attribute : required
 
    The LDAP record attribute which represents the user's last name.
 

	
 
.. _ldap_attr_email:
 

	
 
Email Attribute : required
 
    The LDAP record attribute which represents the user's email address.
 

	
 
If all data are entered correctly, and python-ldap_ is properly installed
 
users should be granted access to RhodeCode with ldap accounts.  At this
 
time user information is copied from LDAP into the RhodeCode user database.
 
This means that updates of an LDAP user object may not be reflected as a
 
user update in RhodeCode.
 

	
 
If You have problems with LDAP access and believe You entered correct
 
information check out the RhodeCode logs, any error messages sent from LDAP
 
will be saved there.
 

	
 
Active Directory
 
''''''''''''''''
 

	
 
RhodeCode can use Microsoft Active Directory for user authentication.  This
 
is done through an LDAP or LDAPS connection to Active Directory.  The
 
following LDAP configuration settings are typical for using Active
 
Directory ::
 

	
 
 Base DN              = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local
 
 Login Attribute      = sAMAccountName
 
 First Name Attribute = givenName
 
 Last Name Attribute  = sn
 
 E-mail Attribute     = mail
 

	
 
All other LDAP settings will likely be site-specific and should be
 
appropriately configured.
 

	
 

	
 

	
 
Authentication by container or reverse-proxy
 
--------------------------------------------
 

	
 
Starting with version 1.3, RhodeCode supports delegating the authentication
 
of users to its WSGI container, or to a reverse-proxy server through which all
 
clients access the application.
 

	
 
When these authentication methods are enabled in RhodeCode, it uses the
 
username that the container/proxy (Apache/Nginx/etc) authenticated and doesn't
 
perform the authentication itself. The authorization, however, is still done by
 
RhodeCode according to its settings.
 

	
 
When a user logs in for the first time using these authentication methods,
 
a matching user account is created in RhodeCode with default permissions. An
 
administrator can then modify it using RhodeCode's admin interface.
 
It's also possible for an administrator to create accounts and configure their
 
permissions before the user logs in for the first time.
 

	
 
Container-based authentication
 
''''''''''''''''''''''''''''''
 

	
 
In a container-based authentication setup, RhodeCode reads the user name from
 
the ``REMOTE_USER`` server variable provided by the WSGI container.
 

	
 
After setting up your container (see `Apache's WSGI config`_), you'd need
 
to configure it to require authentication on the location configured for
 
RhodeCode.
 

	
 
In order for RhodeCode to start using the provided username, you should set the
 
following in the [app:main] section of your .ini file::
 

	
 
    container_auth_enabled = true
 

	
 

	
 
Proxy pass-through authentication
 
'''''''''''''''''''''''''''''''''
 

	
 
In a proxy pass-through authentication setup, RhodeCode reads the user name
 
from the ``X-Forwarded-User`` request header, which should be configured to be
 
sent by the reverse-proxy server.
 

	
 
After setting up your proxy solution (see `Apache virtual host reverse proxy example`_,
 
`Apache as subdirectory`_ or `Nginx virtual host example`_), you'd need to
 
configure the authentication and add the username in a request header named
 
``X-Forwarded-User``.
 

	
 
For example, the following config section for Apache sets a subdirectory in a
 
reverse-proxy setup with basic auth::
 

	
 
    <Location /<someprefix> >
 
      ProxyPass http://127.0.0.1:5000/<someprefix>
 
      ProxyPassReverse http://127.0.0.1:5000/<someprefix>
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 

	
 
      AuthType Basic
 
      AuthName "RhodeCode authentication"
 
      AuthUserFile /home/web/rhodecode/.htpasswd
 
      require valid-user
 

	
 
      RequestHeader unset X-Forwarded-User
 

	
 
      RewriteEngine On
 
      RewriteCond %{LA-U:REMOTE_USER} (.+)
 
      RewriteRule .* - [E=RU:%1]
 
      RequestHeader set X-Forwarded-User %{RU}e
 
    </Location> 
 

	
 
In order for RhodeCode to start using the forwarded username, you should set
 
the following in the [app:main] section of your .ini file::
 

	
 
    proxypass_auth_enabled = true
 

	
 
.. note::
 
   If you enable proxy pass-through authentication, make sure your server is
 
   only accessible through the proxy. Otherwise, any client would be able to
 
   forge the authentication header and could effectively become authenticated
 
   using any account of their liking.
 

	
 
Integration with Issue trackers
 
-------------------------------
 

	
 
RhodeCode provides a simple integration with issue trackers. It's possible
 
to define a regular expression that will fetch issue id stored in commit
 
messages and replace that with an url to this issue. To enable this simply
 
uncomment following variables in the ini file::
 

	
 
    url_pat = (?:^#|\s#)(\w+)
 
    issue_server_link = https://myissueserver.com/{repo}/issue/{id}
 
    issue_prefix = #
 

	
 
`url_pat` is the regular expression that will fetch issues from commit messages.
 
Default regex will match issues in format of #<number> eg. #300.
 
 
 
Matched issues will be replace with the link specified as `issue_server_link` 
 
{id} will be replaced with issue id, and {repo} with repository name.
 
Since the # is striped `issue_prefix` is added as a prefix to url. 
 
`issue_prefix` can be something different than # if you pass 
 
ISSUE- as issue prefix this will generate an url in format::
 
 
 
  <a href="https://myissueserver.com/example_repo/issue/300">ISSUE-300</a>  
 

	
 
Hook management
 
---------------
 

	
 
Hooks can be managed in similar way to this used in .hgrc files.
 
To access hooks setting click `advanced setup` on Hooks section of Mercurial
 
Settings in Admin. 
 

	
 
There are 4 built in hooks that cannot be changed (only enable/disable by
 
checkboxes on previos section).
 
To add another custom hook simply fill in first section with 
 
<name>.<hook_type> and the second one with hook path. Example hooks
 
can be found at *rhodecode.lib.hooks*. 
 

	
 

	
 
Changing default encoding
 
-------------------------
 

	
 
By default RhodeCode uses utf8 encoding, starting from 1.3 series this
 
can be changed, simply edit default_encoding in .ini file to desired one.
 
This affects many parts in rhodecode including commiters names, filenames,
 
encoding of commit messages. In addition RhodeCode can detect if `chardet`
 
library is installed. If `chardet` is detected RhodeCode will fallback to it
 
when there are encode/decode errors.
 

	
 

	
 
Setting Up Celery
 
-----------------
 

	
 
Since version 1.1 celery is configured by the rhodecode ini configuration files.
 
Simply set use_celery=true in the ini file then add / change the configuration 
 
variables inside the ini file.
 

	
 
Remember that the ini files use the format with '.' not with '_' like celery.
 
So for example setting `BROKER_HOST` in celery means setting `broker.host` in
 
the config file.
 

	
 
In order to start using celery run::
 

	
 
 paster celeryd <configfile.ini>
 

	
 

	
 
.. note::
 
   Make sure you run this command from the same virtualenv, and with the same 
 
   user that rhodecode runs.
 
   
 
HTTPS support
 
-------------
 

	
 
There are two ways to enable https:
 

	
 
- Set HTTP_X_URL_SCHEME in your http server headers, than rhodecode will
 
  recognize this headers and make proper https redirections
 
- Alternatively, change the `force_https = true` flag in the ini configuration 
 
  to force using https, no headers are needed than to enable https
 

	
 

	
 
Nginx virtual host example
 
--------------------------
 

	
 
Sample config for nginx using proxy::
 

	
 
    upstream rc {
 
        server 127.0.0.1:5000;
 
        # add more instances for load balancing
 
        #server 127.0.0.1:5001;
 
        #server 127.0.0.1:5002;
 
    }
 
    
 
    server {
 
       listen          80;
 
       server_name     hg.myserver.com;
 
       access_log      /var/log/nginx/rhodecode.access.log;
 
       error_log       /var/log/nginx/rhodecode.error.log;
 

	
 
       location / {
 
            try_files $uri @rhode;
 
       }
 
    
 
       location @rhode {
 
            proxy_pass      http://rc;
 
            include         /etc/nginx/proxy.conf;
 
       }
 

	
 
    }  
 
  
 
Here's the proxy.conf. It's tuned so it will not timeout on long
 
pushes or large pushes::
 
    
 
    proxy_redirect              off;
 
    proxy_set_header            Host $host;
 
    proxy_set_header            X-Url-Scheme $scheme;
 
    proxy_set_header            X-Host $http_host;
 
    proxy_set_header            X-Real-IP $remote_addr;
 
    proxy_set_header            X-Forwarded-For $proxy_add_x_forwarded_for;
 
    proxy_set_header            Proxy-host $proxy_host;
 
    client_max_body_size        400m;
 
    client_body_buffer_size     128k;
 
    proxy_buffering             off;
 
    proxy_connect_timeout       7200;
 
    proxy_send_timeout          7200;
 
    proxy_read_timeout          7200;
 
    proxy_buffers               8 32k;
 
 
 
Also, when using root path with nginx you might set the static files to false
 
in the production.ini file::
 

	
 
    [app:main]
 
      use = egg:rhodecode
 
      full_stack = true
 
      static_files = false
 
      lang=en
 
      cache_dir = %(here)s/data
 

	
 
In order to not have the statics served by the application. This improves speed.
 

	
 

	
 
Apache virtual host reverse proxy example
 
-----------------------------------------
 

	
 
Here is a sample configuration file for apache using proxy::
 

	
 
    <VirtualHost *:80>
 
            ServerName hg.myserver.com
 
            ServerAlias hg.myserver.com
 
    
 
            <Proxy *>
 
              Order allow,deny
 
              Allow from all
 
            </Proxy>
 
    
 
            #important !
 
            #Directive to properly generate url (clone url) for pylons
 
            ProxyPreserveHost On
 
    
 
            #rhodecode instance
 
            ProxyPass / http://127.0.0.1:5000/
 
            ProxyPassReverse / http://127.0.0.1:5000/
 
            
 
            #to enable https use line below
 
            #SetEnvIf X-Url-Scheme https HTTPS=1
 
            
 
    </VirtualHost> 
 

	
 

	
 
Additional tutorial
 
http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons
 

	
 

	
 
Apache as subdirectory
 
----------------------
 

	
 
Apache subdirectory part::
 

	
 
    <Location /<someprefix> >
 
      ProxyPass http://127.0.0.1:5000/<someprefix>
 
      ProxyPassReverse http://127.0.0.1:5000/<someprefix>
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 
    </Location> 
 

	
 
Besides the regular apache setup you will need to add the following line
 
into [app:main] section of your .ini file::
 

	
 
    filter-with = proxy-prefix
 

	
 
Add the following at the end of the .ini file::
 

	
 
    [filter:proxy-prefix]
 
    use = egg:PasteDeploy#prefix
 
    prefix = /<someprefix> 
 

	
 

	
 
then change <someprefix> into your choosen prefix
 

	
 
Apache's WSGI config
 
--------------------
 

	
 
Alternatively, RhodeCode can be set up with Apache under mod_wsgi. For
 
that, you'll need to:
 

	
 
- Install mod_wsgi. If using a Debian-based distro, you can install
 
  the package libapache2-mod-wsgi::
 

	
 
    aptitude install libapache2-mod-wsgi
 

	
 
- Enable mod_wsgi::
 

	
 
    a2enmod wsgi
 

	
 
- Create a wsgi dispatch script, like the one below. Make sure you
 
  check the paths correctly point to where you installed RhodeCode
 
  and its Python Virtual Environment.
 
- Enable the WSGIScriptAlias directive for the wsgi dispatch script,
 
  as in the following example. Once again, check the paths are
 
  correctly specified.
 

	
 
Here is a sample excerpt from an Apache Virtual Host configuration file::
 

	
 
    WSGIDaemonProcess pylons user=www-data group=www-data processes=1 \
 
        threads=4 \
 
        python-path=/home/web/rhodecode/pyenv/lib/python2.6/site-packages
 
    WSGIScriptAlias / /home/web/rhodecode/dispatch.wsgi
 

	
 
Example wsgi dispatch script::
 

	
 
    import os
 
    os.environ["HGENCODING"] = "UTF-8"
 
    os.environ['PYTHON_EGG_CACHE'] = '/home/web/rhodecode/.egg-cache'
 
    
 
    # sometimes it's needed to set the curent dir
 
    os.chdir('/home/web/rhodecode/') 
 

	
 
    import site
 
    site.addsitedir("/home/web/rhodecode/pyenv/lib/python2.6/site-packages")
 
    
 
    from paste.deploy import loadapp
 
    from paste.script.util.logging_config import fileConfig
 

	
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