Changeset - 2898ea3ff76c
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Thomas De Schampheleire - 7 years ago 2018-07-30 22:07:36
thomas.de_schampheleire@nokia.com
docs: move authentication info to separate file

Goal is to reduce the gigantic 'setup' page in size, and make the
information more understandable. Currently, the different topics do not
really belong together.
This is one small step towards that goal.
3 files changed with 20 insertions and 952 deletions:
0 comments (0 inline, 0 general)
docs/administrator_guide/auth.rst
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file copied from docs/setup.rst to docs/administrator_guide/auth.rst
 
.. _setup:
 

	
 
=====
 
Setup
 
=====
 

	
 

	
 
Preparing front-end
 
-------------------
 

	
 
Temporarily, in the current Kallithea version, some extra steps are required to
 
build front-end files:
 

	
 
Find the right ``kallithea/public/less`` path with::
 

	
 
    python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"
 

	
 
Then run::
 

	
 
    npm install
 
    npm run less
 

	
 

	
 
Setting up Kallithea
 
--------------------
 

	
 
First, you will need to create a Kallithea configuration file. Run the
 
following command to do so::
 

	
 
    gearbox make-config my.ini
 

	
 
This will create the file ``my.ini`` in the current directory. This
 
configuration file contains the various settings for Kallithea, e.g.
 
proxy port, email settings, usage of static files, cache, Celery
 
settings, and logging. Extra settings can be specified like::
 

	
 
    gearbox make-config my.ini host=8.8.8.8 "[handler_console]" formatter=color_formatter
 

	
 
Next, you need to create the databases used by Kallithea. It is recommended to
 
use PostgreSQL or SQLite (default). If you choose a database other than the
 
default, ensure you properly adjust the database URL in your ``my.ini``
 
configuration file to use this other database. Kallithea currently supports
 
PostgreSQL, SQLite and MySQL databases. Create the database by running
 
the following command::
 

	
 
    gearbox setup-db -c my.ini
 

	
 
This will prompt you for a "root" path. This "root" path is the location where
 
Kallithea will store all of its repositories on the current machine. After
 
entering this "root" path ``setup-db`` will also prompt you for a username
 
and password for the initial admin account which ``setup-db`` sets
 
up for you.
 

	
 
The ``setup-db`` values can also be given on the command line.
 
Example::
 

	
 
    gearbox setup-db -c my.ini --user=nn --password=secret --email=nn@example.com --repos=/srv/repos
 

	
 
The ``setup-db`` command will create all needed tables and an
 
admin account. When choosing a root path you can either use a new
 
empty location, or a location which already contains existing
 
repositories. If you choose a location which contains existing
 
repositories Kallithea will add all of the repositories at the chosen
 
location to its database.  (Note: make sure you specify the correct
 
path to the root).
 

	
 
.. note:: the given path for Mercurial_ repositories **must** be write
 
          accessible for the application. It's very important since
 
          the Kallithea web interface will work without write access,
 
          but when trying to do a push it will fail with permission
 
          denied errors unless it has write access.
 

	
 
You are now ready to use Kallithea. To run it simply execute::
 

	
 
    gearbox serve -c my.ini
 

	
 
- This command runs the Kallithea server. The web app should be available at
 
  http://127.0.0.1:5000. The IP address and port is configurable via the
 
  configuration file created in the previous step.
 
- Log in to Kallithea using the admin account created when running ``setup-db``.
 
- The default permissions on each repository is read, and the owner is admin.
 
  Remember to update these if needed.
 
- In the admin panel you can toggle LDAP, anonymous, and permissions
 
  settings, as well as edit more advanced options on users and
 
  repositories.
 
.. _authentication:
 
Authentication setup
 
====================
 

	
 

	
 
Internationalization (i18n support)
 
-----------------------------------
 

	
 
The Kallithea web interface is automatically displayed in the user's preferred
 
language, as indicated by the browser. Thus, different users may see the
 
application in different languages. If the requested language is not available
 
(because the translation file for that language does not yet exist or is
 
incomplete), the language specified in setting ``i18n.lang`` in the Kallithea
 
configuration file is used as fallback. If no fallback language is explicitly
 
specified, English is used.
 

	
 
If you want to disable automatic language detection and instead configure a
 
fixed language regardless of user preference, set ``i18n.enabled = false`` and
 
set ``i18n.lang`` to the desired language (or leave empty for English).
 

	
 

	
 
Using Kallithea with SSH
 
------------------------
 

	
 
Kallithea currently only hosts repositories using http and https. (The addition
 
of ssh hosting is a planned future feature.) However you can easily use ssh in
 
parallel with Kallithea. (Repository access via ssh is a standard "out of
 
the box" feature of Mercurial_ and you can use this to access any of the
 
repositories that Kallithea is hosting. See PublishingRepositories_)
 

	
 
Kallithea repository structures are kept in directories with the same name
 
as the project. When using repository groups, each group is a subdirectory.
 
This allows you to easily use ssh for accessing repositories.
 

	
 
In order to use ssh you need to make sure that your web server and the users'
 
login accounts have the correct permissions set on the appropriate directories.
 

	
 
.. note:: These permissions are independent of any permissions you
 
          have set up using the Kallithea web interface.
 

	
 
If your main directory (the same as set in Kallithea settings) is for
 
example set to ``/srv/repos`` and the repository you are using is
 
named ``kallithea``, then to clone via ssh you should run::
 

	
 
    hg clone ssh://user@kallithea.example.com/srv/repos/kallithea
 

	
 
Using other external tools such as mercurial-server_ or using ssh key-based
 
authentication is fully supported.
 

	
 
.. note:: In an advanced setup, in order for your ssh access to use
 
          the same permissions as set up via the Kallithea web
 
          interface, you can create an authentication hook to connect
 
          to the Kallithea db and run check functions for permissions
 
          against that.
 

	
 

	
 
Setting up Whoosh full text search
 
----------------------------------
 

	
 
Kallithea provides full text search of repositories using `Whoosh`__.
 

	
 
.. __: https://whoosh.readthedocs.io/en/latest/
 

	
 
For an incremental index build, run::
 

	
 
    gearbox make-index -c my.ini
 

	
 
For a full index rebuild, run::
 

	
 
    gearbox make-index -c my.ini -f
 

	
 
The ``--repo-location`` option allows the location of the repositories to be overridden;
 
usually, the location is retrieved from the Kallithea database.
 

	
 
The ``--index-only`` option can be used to limit the indexed repositories to a comma-separated list::
 

	
 
    gearbox make-index -c my.ini --index-only=vcs,kallithea
 

	
 
To keep your index up-to-date it is necessary to do periodic index builds;
 
for this, it is recommended to use a crontab entry. Example::
 

	
 
    0  3  *  *  *  /path/to/virtualenv/bin/gearbox make-index -c /path/to/kallithea/my.ini
 

	
 
When using incremental mode (the default), Whoosh will check the last
 
modification date of each file and add it to be reindexed if a newer file is
 
available. The indexing daemon checks for any removed files and removes them
 
from index.
 

	
 
If you want to rebuild the index from scratch, you can use the ``-f`` flag as above,
 
or in the admin panel you can check the "build from scratch" checkbox.
 
Users can be authenticated in different ways. By default, Kallithea
 
uses its internal user database. Alternative authentication
 
methods include LDAP, PAM, Crowd, and container-based authentication.
 

	
 
.. _ldap-setup:
 

	
 

	
 
Setting up LDAP support
 
-----------------------
 
LDAP Authentication
 
-------------------
 

	
 
Kallithea supports LDAP authentication. In order
 
to use LDAP, you have to install the python-ldap_ package. This package is
 
@@ -417,7 +252,7 @@ Container-based authentication
 
In a container-based authentication setup, Kallithea reads the user name from
 
the ``REMOTE_USER`` server variable provided by the WSGI container.
 

	
 
After setting up your container (see `Apache with mod_wsgi`_), you'll need
 
After setting up your container (see :ref:`apache_mod_wsgi`), you'll need
 
to configure it to require authentication on the location configured for
 
Kallithea.
 

	
 
@@ -428,8 +263,8 @@ In a proxy pass-through authentication s
 
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'll need to
 
After setting up your proxy solution (see :ref:`apache_virtual_host_reverse_proxy`,
 
:ref:`apache_subdirectory` or :ref:`nginx_virtual_host`), you'll need to
 
configure the authentication and add the username in a request header named
 
``X-Forwarded-User``.
 

	
 
@@ -530,421 +365,4 @@ could set the request headers however yo
 
   using any account of their liking.
 

	
 

	
 
Integration with issue trackers
 
-------------------------------
 

	
 
Kallithea provides a simple integration with issue trackers. It's possible
 
to define a regular expression that will match an issue ID in commit messages,
 
and have that replaced with a URL to the issue.
 

	
 
This is achieved with following three variables in the ini file::
 

	
 
    issue_pat = #(\d+)
 
    issue_server_link = https://issues.example.com/{repo}/issue/\1
 
    issue_sub =
 

	
 
``issue_pat`` is the regular expression describing which strings in
 
commit messages will be treated as issue references. The expression can/should
 
have one or more parenthesized groups that can later be referred to in
 
``issue_server_link`` and ``issue_sub`` (see below). If you prefer, named groups
 
can be used instead of simple parenthesized groups.
 

	
 
If the pattern should only match if it is preceded by whitespace, add the
 
following string before the actual pattern: ``(?:^|(?<=\s))``.
 
If the pattern should only match if it is followed by whitespace, add the
 
following string after the actual pattern: ``(?:$|(?=\s))``.
 
These expressions use lookbehind and lookahead assertions of the Python regular
 
expression module to avoid the whitespace to be part of the actual pattern,
 
otherwise the link text will also contain that whitespace.
 

	
 
Matched issue references are replaced with the link specified in
 
``issue_server_link``, in which any backreferences are resolved. Backreferences
 
can be ``\1``, ``\2``, ... or for named groups ``\g<groupname>``.
 
The special token ``{repo}`` is replaced with the full repository path
 
(including repository groups), while token ``{repo_name}`` is replaced with the
 
repository name (without repository groups).
 

	
 
The link text is determined by ``issue_sub``, which can be a string containing
 
backreferences to the groups specified in ``issue_pat``. If ``issue_sub`` is
 
empty, then the text matched by ``issue_pat`` is used verbatim.
 

	
 
The example settings shown above match issues in the format ``#<number>``.
 
This will cause the text ``#300`` to be transformed into a link:
 

	
 
.. code-block:: html
 

	
 
  <a href="https://issues.example.com/example_repo/issue/300">#300</a>
 

	
 
The following example transforms a text starting with either of 'pullrequest',
 
'pull request' or 'PR', followed by an optional space, then a pound character
 
(#) and one or more digits, into a link with the text 'PR #' followed by the
 
digits::
 

	
 
    issue_pat = (pullrequest|pull request|PR) ?#(\d+)
 
    issue_server_link = https://issues.example.com/\2
 
    issue_sub = PR #\2
 

	
 
The following example demonstrates how to require whitespace before the issue
 
reference in order for it to be recognized, such that the text ``issue#123`` will
 
not cause a match, but ``issue #123`` will::
 

	
 
    issue_pat = (?:^|(?<=\s))#(\d+)
 
    issue_server_link = https://issues.example.com/\1
 
    issue_sub =
 

	
 
If needed, more than one pattern can be specified by appending a unique suffix to
 
the variables. For example, also demonstrating the use of named groups::
 

	
 
    issue_pat_wiki = wiki-(?P<pagename>\S+)
 
    issue_server_link_wiki = https://wiki.example.com/\g<pagename>
 
    issue_sub_wiki = WIKI-\g<pagename>
 

	
 
With these settings, wiki pages can be referenced as wiki-some-id, and every
 
such reference will be transformed into:
 

	
 
.. code-block:: html
 

	
 
  <a href="https://wiki.example.com/some-id">WIKI-some-id</a>
 

	
 
Refer to the `Python regular expression documentation`_ for more details about
 
the supported syntax in ``issue_pat``, ``issue_server_link`` and ``issue_sub``.
 

	
 

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

	
 
Hooks can be managed in similar way to that used in ``.hgrc`` files.
 
To manage hooks, choose *Admin > Settings > Hooks*.
 

	
 
The built-in hooks cannot be modified, though they can be enabled or disabled in the *VCS* section.
 

	
 
To add another custom hook simply fill in the first textbox with
 
``<name>.<hook_type>`` and the second with the hook path. Example hooks
 
can be found in ``kallithea.lib.hooks``.
 

	
 

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

	
 
By default, Kallithea uses UTF-8 encoding.
 
This is configurable as ``default_encoding`` in the .ini file.
 
This affects many parts in Kallithea including user names, filenames, and
 
encoding of commit messages. In addition Kallithea can detect if the ``chardet``
 
library is installed. If ``chardet`` is detected Kallithea will fallback to it
 
when there are encode/decode errors.
 

	
 
The Mercurial encoding is configurable as ``hgencoding``. It is similar to
 
setting the ``HGENCODING`` environment variable, but will override it.
 

	
 

	
 
Celery configuration
 
--------------------
 

	
 
Kallithea can use the distributed task queue system Celery_ to run tasks like
 
cloning repositories or sending emails.
 

	
 
Kallithea will in most setups work perfectly fine out of the box (without
 
Celery), executing all tasks in the web server process. Some tasks can however
 
take some time to run and it can be better to run such tasks asynchronously in
 
a separate process so the web server can focus on serving web requests.
 

	
 
For installation and configuration of Celery, see the `Celery documentation`_.
 
Note that Celery requires a message broker service like RabbitMQ_ (recommended)
 
or Redis_.
 

	
 
The use of Celery is configured in the Kallithea ini configuration file.
 
To enable it, simply set::
 

	
 
  use_celery = true
 

	
 
and add or change the ``celery.*`` and ``broker.*`` configuration variables.
 

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

	
 
To start the Celery process, run::
 

	
 
 gearbox celeryd -c <configfile.ini>
 

	
 
Extra options to the Celery worker can be passed after ``--`` - see ``-- -h``
 
for more info.
 

	
 
.. note::
 
   Make sure you run this command from the same virtualenv, and with the same
 
   user that Kallithea runs.
 

	
 

	
 
HTTPS support
 
-------------
 

	
 
Kallithea will by default generate URLs based on the WSGI environment.
 

	
 
Alternatively, you can use some special configuration settings to control
 
directly which scheme/protocol Kallithea will use when generating URLs:
 

	
 
- With ``https_fixup = true``, the scheme will be taken from the
 
  ``X-Url-Scheme``, ``X-Forwarded-Scheme`` or ``X-Forwarded-Proto`` HTTP header
 
  (default ``http``).
 
- With ``force_https = true`` the default will be ``https``.
 
- With ``use_htsts = true``, Kallithea will set ``Strict-Transport-Security`` when using https.
 

	
 

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

	
 
Sample config for Nginx using proxy:
 

	
 
.. code-block:: nginx
 

	
 
    upstream kallithea {
 
        server 127.0.0.1:5000;
 
        # add more instances for load balancing
 
        #server 127.0.0.1:5001;
 
        #server 127.0.0.1:5002;
 
    }
 

	
 
    ## gist alias
 
    server {
 
       listen          443;
 
       server_name     gist.example.com;
 
       access_log      /var/log/nginx/gist.access.log;
 
       error_log       /var/log/nginx/gist.error.log;
 

	
 
       ssl on;
 
       ssl_certificate     gist.your.kallithea.server.crt;
 
       ssl_certificate_key gist.your.kallithea.server.key;
 

	
 
       ssl_session_timeout 5m;
 

	
 
       ssl_protocols SSLv3 TLSv1;
 
       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;
 
       ssl_prefer_server_ciphers on;
 

	
 
       rewrite ^/(.+)$ https://kallithea.example.com/_admin/gists/$1;
 
       rewrite (.*)    https://kallithea.example.com/_admin/gists;
 
    }
 

	
 
    server {
 
       listen          443;
 
       server_name     kallithea.example.com
 
       access_log      /var/log/nginx/kallithea.access.log;
 
       error_log       /var/log/nginx/kallithea.error.log;
 

	
 
       ssl on;
 
       ssl_certificate     your.kallithea.server.crt;
 
       ssl_certificate_key your.kallithea.server.key;
 

	
 
       ssl_session_timeout 5m;
 

	
 
       ssl_protocols SSLv3 TLSv1;
 
       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;
 
       ssl_prefer_server_ciphers on;
 

	
 
       ## uncomment root directive if you want to serve static files by nginx
 
       ## requires static_files = false in .ini file
 
       #root /srv/kallithea/kallithea/kallithea/public;
 
       include         /etc/nginx/proxy.conf;
 
       location / {
 
            try_files $uri @kallithea;
 
       }
 

	
 
       location @kallithea {
 
            proxy_pass      http://127.0.0.1:5000;
 
       }
 

	
 
    }
 

	
 
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;
 
    ## needed for container auth
 
    #proxy_set_header            REMOTE_USER $remote_user;
 
    #proxy_set_header            X-Forwarded-User $remote_user;
 
    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;
 
    proxy_buffering             off;
 
    proxy_connect_timeout       7200;
 
    proxy_send_timeout          7200;
 
    proxy_read_timeout          7200;
 
    proxy_buffers               8 32k;
 
    client_max_body_size        1024m;
 
    client_body_buffer_size     128k;
 
    large_client_header_buffers 8 64k;
 

	
 

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

	
 
Here is a sample configuration file for Apache using proxy:
 

	
 
.. code-block:: apache
 

	
 
    <VirtualHost *:80>
 
            ServerName kallithea.example.com
 

	
 
            <Proxy *>
 
              # For Apache 2.4 and later:
 
              Require all granted
 

	
 
              # For Apache 2.2 and earlier, instead use:
 
              # Order allow,deny
 
              # Allow from all
 
            </Proxy>
 

	
 
            #important !
 
            #Directive to properly generate url (clone url) for Kallithea
 
            ProxyPreserveHost On
 

	
 
            #kallithea 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://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons
 

	
 

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

	
 
Apache subdirectory part:
 

	
 
.. code-block:: apache
 

	
 
    <Location /PREFIX >
 
      ProxyPass http://127.0.0.1:5000/PREFIX
 
      ProxyPassReverse http://127.0.0.1:5000/PREFIX
 
      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 = /PREFIX
 

	
 
then change ``PREFIX`` into your chosen prefix
 

	
 

	
 
Apache with mod_wsgi
 
--------------------
 

	
 
Alternatively, Kallithea 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
 

	
 
- Add global Apache configuration to tell mod_wsgi that Python only will be
 
  used in the WSGI processes and shouldn't be initialized in the Apache
 
  processes::
 

	
 
    WSGIRestrictEmbedded On
 

	
 
- Create a wsgi dispatch script, like the one below. Make sure you
 
  check that the paths correctly point to where you installed Kallithea
 
  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:
 

	
 
.. code-block:: apache
 

	
 
    WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 \
 
        python-home=/srv/kallithea/venv
 
    WSGIProcessGroup kallithea
 
    WSGIScriptAlias / /srv/kallithea/dispatch.wsgi
 
    WSGIPassAuthorization On
 

	
 
Or if using a dispatcher WSGI script with proper virtualenv activation:
 

	
 
.. code-block:: apache
 

	
 
    WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100
 
    WSGIProcessGroup kallithea
 
    WSGIScriptAlias / /srv/kallithea/dispatch.wsgi
 
    WSGIPassAuthorization On
 

	
 
Apache will by default run as a special Apache user, on Linux systems
 
usually ``www-data`` or ``apache``. If you need to have the repositories
 
directory owned by a different user, use the user and group options to
 
WSGIDaemonProcess to set the name of the user and group.
 

	
 
Example WSGI dispatch script:
 

	
 
.. code-block:: python
 

	
 
    import os
 
    os.environ['PYTHON_EGG_CACHE'] = '/srv/kallithea/.egg-cache'
 

	
 
    # sometimes it's needed to set the current dir
 
    os.chdir('/srv/kallithea/')
 

	
 
    import site
 
    site.addsitedir("/srv/kallithea/venv/lib/python2.7/site-packages")
 

	
 
    ini = '/srv/kallithea/my.ini'
 
    from paste.script.util.logging_config import fileConfig
 
    fileConfig(ini)
 
    from paste.deploy import loadapp
 
    application = loadapp('config:' + ini)
 

	
 
Or using proper virtualenv activation:
 

	
 
.. code-block:: python
 

	
 
    activate_this = '/srv/kallithea/venv/bin/activate_this.py'
 
    execfile(activate_this, dict(__file__=activate_this))
 

	
 
    import os
 
    os.environ['HOME'] = '/srv/kallithea'
 

	
 
    ini = '/srv/kallithea/kallithea.ini'
 
    from paste.script.util.logging_config import fileConfig
 
    fileConfig(ini)
 
    from paste.deploy import loadapp
 
    application = loadapp('config:' + ini)
 

	
 

	
 
Other configuration files
 
-------------------------
 

	
 
A number of `example init.d scripts`__ can be found in
 
the ``init.d`` directory of the Kallithea source.
 

	
 
.. __: https://kallithea-scm.org/repos/kallithea/files/tip/init.d/ .
 

	
 

	
 
.. _virtualenv: http://pypi.python.org/pypi/virtualenv
 
.. _python: http://www.python.org/
 
.. _Python regular expression documentation: https://docs.python.org/2/library/re.html
 
.. _Mercurial: https://www.mercurial-scm.org/
 
.. _Celery: http://celeryproject.org/
 
.. _Celery documentation: http://docs.celeryproject.org/en/latest/getting-started/index.html
 
.. _RabbitMQ: http://www.rabbitmq.com/
 
.. _Redis: http://redis.io/
 
.. _python-ldap: http://www.python-ldap.org/
 
.. _mercurial-server: http://www.lshift.net/mercurial-server.html
 
.. _PublishingRepositories: https://www.mercurial-scm.org/wiki/PublishingRepositories
docs/index.rst
Show inline comments
 
@@ -39,6 +39,7 @@ Administrator guide
 
   :maxdepth: 1
 

	
 
   setup
 
   administrator_guide/auth
 
   administrator_guide/vcs_setup
 
   usage/email
 
   usage/customization
docs/setup.rst
Show inline comments
 
@@ -171,364 +171,6 @@ from index.
 
If you want to rebuild the index from scratch, you can use the ``-f`` flag as above,
 
or in the admin panel you can check the "build from scratch" checkbox.
 

	
 
.. _ldap-setup:
 

	
 

	
 
Setting up LDAP support
 
-----------------------
 

	
 
Kallithea supports LDAP authentication. In order
 
to use LDAP, you have to install the python-ldap_ package. This package is
 
available via PyPI, so you can install it by running::
 

	
 
    pip install python-ldap
 

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

	
 
Choose *Admin > Authentication*, click the ``kallithea.lib.auth_modules.auth_ldap`` button
 
and then *Save*, to enable the LDAP plugin and configure its settings.
 

	
 
Here's a typical LDAP setup::
 

	
 
 Connection settings
 
 Enable LDAP          = checked
 
 Host                 = host.example.com
 
 Account              = <account>
 
 Password             = <password>
 
 Connection Security  = LDAPS
 
 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
 
 Email Attribute      = mail
 

	
 
If your user groups are placed in an Organisation Unit (OU) structure, the Search Settings configuration differs::
 

	
 
 Search settings
 
 Base DN              = DC=host,DC=example,DC=org
 
 LDAP Filter          = (&(memberOf=CN=your user group,OU=subunit,OU=unit,DC=host,DC=example,DC=org)(objectClass=user))
 
 LDAP Search Scope    = SUBTREE
 

	
 
.. _enable_ldap:
 

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

	
 
.. _ldap_host:
 

	
 
Host : required
 
    LDAP server hostname or IP address. Can be also a comma separated
 
    list of servers to support LDAP fail-over.
 

	
 
.. _Port:
 

	
 
Port : optional
 
    Defaults to 389 for PLAIN un-encrypted LDAP and START_TLS.
 
    Defaults to 636 for LDAPS.
 

	
 
.. _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
 

	
 
    PLAIN
 
        Plain unencrypted LDAP connection.
 
        This will by default use `Port`_ 389.
 

	
 
    LDAPS
 
        Use secure LDAPS connections according to `Certificate
 
        Checks`_ configuration.
 
        This will by default use `Port`_ 636.
 

	
 
    START_TLS
 
        Use START TLS according to `Certificate Checks`_ configuration on an
 
        apparently "plain" LDAP connection.
 
        This will by default use `Port`_ 389.
 

	
 
.. _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
 
    with mandatory certificate validation, while the other options are
 
    susceptible to man-in-the-middle attacks.
 

	
 
    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.
 

	
 
.. _Custom CA Certificates:
 

	
 
Custom CA Certificates : optional
 
    Directory used by OpenSSL to find CAs for validating the LDAP server certificate.
 
    Python 2.7.10 and later default to using the system certificate store, and
 
    this should thus not be necessary when using certificates signed by a CA
 
    trusted by the system.
 
    It can be set to something like `/etc/openldap/cacerts` on older systems or
 
    if using self-signed certificates.
 

	
 
.. _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 Kallithea.  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 Kallithea with LDAP accounts.  At this
 
time user information is copied from LDAP into the Kallithea user database.
 
This means that updates of an LDAP user object may not be reflected as a
 
user update in Kallithea.
 

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

	
 
Active Directory
 
^^^^^^^^^^^^^^^^
 

	
 
Kallithea 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
 
 Email Attribute     = mail
 

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

	
 

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

	
 
Kallithea 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 Kallithea, it uses the
 
username that the container/proxy (Apache or Nginx, etc.) provides and doesn't
 
perform the authentication itself. The authorization, however, is still done by
 
Kallithea according to its settings.
 

	
 
When a user logs in for the first time using these authentication methods,
 
a matching user account is created in Kallithea with default permissions. An
 
administrator can then modify it using Kallithea'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, using the :ref:`create-user` API.
 

	
 
Container-based authentication
 
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 

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

	
 
After setting up your container (see `Apache with mod_wsgi`_), you'll need
 
to configure it to require authentication on the location configured for
 
Kallithea.
 

	
 
Proxy pass-through authentication
 
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 

	
 
In a proxy pass-through authentication setup, Kallithea 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'll 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:
 

	
 
.. code-block:: apache
 

	
 
    <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 "Kallithea authentication"
 
      AuthUserFile /srv/kallithea/.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>
 

	
 
Setting metadata in container/reverse-proxy
 
"""""""""""""""""""""""""""""""""""""""""""
 
When a new user account is created on the first login, Kallithea has no information about
 
the user's email and full name. So you can set some additional request headers like in the
 
example below. In this example the user is authenticated via Kerberos and an Apache
 
mod_python fixup handler is used to get the user information from a LDAP server. But you
 
could set the request headers however you want.
 

	
 
.. code-block:: apache
 

	
 
    <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
 

	
 
      AuthName "Kerberos Login"
 
      AuthType Kerberos
 
      Krb5Keytab /etc/apache2/http.keytab
 
      KrbMethodK5Passwd off
 
      KrbVerifyKDC on
 
      Require valid-user
 

	
 
      PythonFixupHandler ldapmetadata
 

	
 
      RequestHeader set X_REMOTE_USER %{X_REMOTE_USER}e
 
      RequestHeader set X_REMOTE_EMAIL %{X_REMOTE_EMAIL}e
 
      RequestHeader set X_REMOTE_FIRSTNAME %{X_REMOTE_FIRSTNAME}e
 
      RequestHeader set X_REMOTE_LASTNAME %{X_REMOTE_LASTNAME}e
 
    </Location>
 

	
 
.. code-block:: python
 

	
 
    from mod_python import apache
 
    import ldap
 

	
 
    LDAP_SERVER = "ldaps://server.mydomain.com:636"
 
    LDAP_USER = ""
 
    LDAP_PASS = ""
 
    LDAP_ROOT = "dc=mydomain,dc=com"
 
    LDAP_FILTER = "sAMAccountName=%s"
 
    LDAP_ATTR_LIST = ['sAMAccountName','givenname','sn','mail']
 

	
 
    def fixuphandler(req):
 
        if req.user is None:
 
            # no user to search for
 
            return apache.OK
 
        else:
 
            try:
 
                if('\\' in req.user):
 
                    username = req.user.split('\\')[1]
 
                elif('@' in req.user):
 
                    username = req.user.split('@')[0]
 
                else:
 
                    username = req.user
 
                l = ldap.initialize(LDAP_SERVER)
 
                l.simple_bind_s(LDAP_USER, LDAP_PASS)
 
                r = l.search_s(LDAP_ROOT, ldap.SCOPE_SUBTREE, LDAP_FILTER % username, attrlist=LDAP_ATTR_LIST)
 

	
 
                req.subprocess_env['X_REMOTE_USER'] = username
 
                req.subprocess_env['X_REMOTE_EMAIL'] = r[0][1]['mail'][0].lower()
 
                req.subprocess_env['X_REMOTE_FIRSTNAME'] = "%s" % r[0][1]['givenname'][0]
 
                req.subprocess_env['X_REMOTE_LASTNAME'] = "%s" % r[0][1]['sn'][0]
 
            except Exception, e:
 
                apache.log_error("error getting data from ldap %s" % str(e), apache.APLOG_ERR)
 

	
 
            return apache.OK
 

	
 
.. 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
 
-------------------------------
 
@@ -689,6 +331,8 @@ directly which scheme/protocol Kallithea
 
- With ``force_https = true`` the default will be ``https``.
 
- With ``use_htsts = true``, Kallithea will set ``Strict-Transport-Security`` when using https.
 

	
 
.. _nginx_virtual_host:
 

	
 

	
 
Nginx virtual host example
 
--------------------------
 
@@ -777,6 +421,8 @@ pushes or large pushes::
 
    client_body_buffer_size     128k;
 
    large_client_header_buffers 8 64k;
 

	
 
.. _apache_virtual_host_reverse_proxy:
 

	
 

	
 
Apache virtual host reverse proxy example
 
-----------------------------------------
 
@@ -812,6 +458,8 @@ Here is a sample configuration file for 
 
Additional tutorial
 
http://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons
 

	
 
.. _apache_subdirectory:
 

	
 

	
 
Apache as subdirectory
 
----------------------
 
@@ -839,6 +487,8 @@ Add the following at the end of the .ini
 

	
 
then change ``PREFIX`` into your chosen prefix
 

	
 
.. _apache_mod_wsgi:
 

	
 

	
 
Apache with mod_wsgi
 
--------------------
 
@@ -945,6 +595,5 @@ the ``init.d`` directory of the Kallithe
 
.. _Celery documentation: http://docs.celeryproject.org/en/latest/getting-started/index.html
 
.. _RabbitMQ: http://www.rabbitmq.com/
 
.. _Redis: http://redis.io/
 
.. _python-ldap: http://www.python-ldap.org/
 
.. _mercurial-server: http://www.lshift.net/mercurial-server.html
 
.. _PublishingRepositories: https://www.mercurial-scm.org/wiki/PublishingRepositories
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