.. _installation:

Installation

============

``RhodeCode`` is written entirely in Python. In order to gain maximum performance

there are some third-party you must install. When RhodeCode is used 

together with celery you have to install some kind of message broker,

recommended one is rabbitmq_ to make the async tasks work.

Of course RhodeCode works in sync mode also and then you do not have to install

any third party applications. However, using Celery_ will give you a large speed improvement when using

many big repositories. If you plan to use RhodeCode for say 7 to 10 small repositories, RhodeCode

will perform perfectly well without celery running.

If you make the decision to run RhodeCode with celery make sure you run celeryd using paster

and message broker together with the application.   

Installing RhodeCode from Cheese Shop

Rhodecode requires python version 2.5 or higher.

The easiest way to install ``rhodecode`` is to run::

    easy_install rhodecode

Or::

    pip install rhodecode

If you prefer to install RhodeCode manually simply grab latest release from

http://pypi.python.org/pypi/rhodecode, decompress the archive and run::

    python setup.py install

Step by step installation example

---------------------------------

- Assuming you have installed virtualenv_ create a new virtual environment using virtualenv:: 

    virtualenv --no-site-packages /var/www/rhodecode-venv

.. note:: Using ``--no-site-packages`` when generating your

   virtualenv is **very important**. This flag provides the necessary

   isolation for running the set of packages required by

   RhodeCode.  If you do not specify ``--no-site-packages``,

   it's possible that RhodeCode will not install properly into

   the virtualenv, or, even if it does, may not run properly,

   depending on the packages you've already got installed into your

   Python's "main" site-packages dir.

- this will install new virtualenv_ into `/var/www/rhodecode-venv`. 

- Activate the virtualenv_ by running::

    source /var/www/rhodecode-venv/bin/activate

.. note:: If you're using UNIX, *do not* use ``sudo`` to run the

   ``virtualenv`` script.  It's perfectly acceptable (and desirable)

   to create a virtualenv as a normal user.

- Make a folder for rhodecode somewhere on the filesystem for example::

    mkdir /var/www/rhodecode

- Run this command to install rhodecode::

    easy_install rhodecode 

- This will install rhodecode together with pylons and all other required python

  libraries

Requirements for Celery (optional)

----------------------------------

.. note::

   Installing message broker and using celery is optional, RhodeCode will

   work perfectly fine without them.

**Message Broker** 

- preferred is `RabbitMq <http://www.rabbitmq.com/>`_

- A possible alternative is `Redis <http://code.google.com/p/redis/>`_

For installation instructions you can visit: 

http://ask.github.com/celery/getting-started/index.html.

This is a very nice tutorial on how to start using celery_ with rabbitmq_

You can now proceed to :ref:`setup`

-----------------------------------

.. _virtualenv: http://pypi.python.org/pypi/virtualenv  

.. _python: http://www.python.org/

.. _mercurial: http://mercurial.selenic.com/

.. _celery: http://celeryproject.org/

.. _rabbitmq: http://www.rabbitmq.com/

.. _setup:

Setup

=====

Setting up RhodeCode

--------------------------

First, you will need to create a RhodeCode configuration file. Run the following

command to do this::

 paster make-config RhodeCode production.ini

- This will create the file `production.ini` in the current directory. This

  configuration file contains the various settings for RhodeCode, e.g proxy port,

  email settings, usage of static files, cache, celery settings and logging.

Next, you need to create the databases used by RhodeCode. I recommend that you

use sqlite (default) or postgresql. If you choose a database other than the

default ensure you properly adjust the db url in your production.ini

configuration file to use this other database. Create the databases by running

the following command::

 paster setup-app production.ini

This will prompt you for a "root" path. This "root" path is the location where

RhodeCode will store all of its repositories on the current machine. After

entering this "root" path ``setup-app`` will also prompt you for a username and password

for the initial admin account which ``setup-app`` sets up for you.

- The ``setup-app`` command will create all of the 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 RhodeCode will simply add all of the

  repositories at the chosen location to it's 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 RhodeCode web interface will

  work without write access, but when trying to do a push it will eventually fail

  with permission denied errors unless it has write access.

You are now ready to use RhodeCode, to run it simply execute::

 paster serve production.ini

- This command runs the RhodeCode server. The web app should be available at the 

  127.0.0.1:5000. This ip and port is configurable via the production.ini 

  file created in previous step

- Use the admin account you created above when running ``setup-app`` to login to the web app.

- 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, permissions settings. As

  well as edit more advanced options on users and repositories

Try copying your own mercurial repository into the "root" directory you are

using, then from within the RhodeCode web application choose Admin >

repositories. Then choose Add New Repository. Add the repository you copied into

the root. Test that you can browse your repository from within RhodeCode and then

try cloning your repository from RhodeCode with::

  hg clone http://127.0.0.1:5000/<repository name>

where *repository name* is replaced by the name of your repository.

Using RhodeCode with SSH

------------------------

RhodeCode 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 RhodeCode. (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 RhodeCode is hosting. See PublishingRepositories_)

RhodeCode 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

that these permissions are independent of any permissions you have set up using

the RhodeCode web interface.)

If your main directory (the same as set in RhodeCode settings) is for example

set to **/home/hg** and the repository you are using is named `rhodecode`, then

to clone via ssh you should run::

    hg clone ssh://user@server.com/home/hg/rhodecode

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 RhodeCode web interface, you can create an

authentication hook to connect to the rhodecode db and runs check functions for

permissions against that.

Setting up Whoosh full text search

----------------------------------

Starting from version 1.1 the whoosh index can be build by using the paster

command ``make-index``. To use ``make-index`` you must specify the configuration

file that stores the location of the index, and the location of the repositories

(`--repo-location`).

You may optionally pass the option `-f` to enable a full index rebuild. Without

the `-f` option, indexing will run always in "incremental" mode.

For an incremental index build use::

	paster make-index production.ini --repo-location=<location for repos> 

For a full index rebuild use::

	paster make-index production.ini -f --repo-location=<location for repos>

- For full text search you can either put crontab entry for

In order to do periodical index builds and keep your index always up to date.

It's recommended to do a crontab entry for incremental indexing. 

An example entry might look like this::

 /path/to/python/bin/paster /path/to/rhodecode/production.ini --repo-location=<location for repos> 

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 index from scratch, you can use the `-f` flag as above,

or in the admin panel you can check `build from scratch` flag.

Setting up LDAP support

-----------------------

RhodeCode starting from version 1.1 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

::

 easy_install python-ldap

::

 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::

 Enable ldap  = checked                 #controls if ldap access is enabled

 Host         = host.domain.org         #actual ldap server to connect

 Port         = 389 or 689 for ldaps    #ldap server ports

 Enable LDAPS = unchecked               #enable disable ldaps

 Account      = <account>               #access for ldap server(if required)

 Password     = <password>              #password for ldap server(if required)

 Base DN      = uid=%(user)s,CN=users,DC=host,DC=domain,DC=org

`Account` and `Password` are optional, and used for two-phase ldap 

authentication so those are credentials to access your ldap, if it doesn't 

support anonymous search/user lookups. 

Base DN must have the %(user)s template inside, it's a place holder where your uid

used to login would go. It allows admins to specify non-standard schema for the

uid variable.

If all of the data is correctly entered, and `python-ldap` is properly

installed, then users should be granted access to RhodeCode with ldap accounts.

When logging in the first time a special ldap account is created inside

RhodeCode, so you can control the permissions even on ldap users. If such users

already exist in the RhodeCode database, then the ldap user with the same

username would be not be able to access RhodeCode.

If you have problems with ldap access and believe you have correctly entered the

required information then proceed by investigating the RhodeCode logs. Any

error messages sent from ldap will be saved there.

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, set `force_https = true` 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::

    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 / {

               root /var/www/rhodecode/rhodecode/public/;

               if (!-f $request_filename){

                   proxy_pass      http://127.0.0.1:5000;

               }

               #this is important if you want to use https !!!

               proxy_set_header X-Url-Scheme $scheme;

               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-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       3600;

    proxy_send_timeout          3600;

    proxy_read_timeout          3600;

    proxy_buffer_size           16k;

    proxy_buffers               4 16k;

    proxy_busy_buffers_size     64k;

    proxy_temp_file_write_size  64k;

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 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 /rhodecode>

      ProxyPass http://127.0.0.1:59542/rhodecode

      ProxyPassReverse http://127.0.0.1:59542/rhodecode

      SetEnvIf X-Url-Scheme https HTTPS=1

    </Location> 

Besides the regular apache setup you will need to add the following to 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> 

Apache's example FCGI config

----------------------------

TODO !

Other configuration files

-------------------------

Some example init.d scripts can be found here, for debian and gentoo:

https://rhodeocode.org/rhodecode/files/tip/init.d

Troubleshooting

---------------

:Q: **Missing static files?**

:A: Make sure either to set the `static_files = true` in the .ini file or

   double check the root path for your http setup. It should point to 

   for example:

   /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public

|

:Q: **Can't install celery/rabbitmq**

:A: Don't worry RhodeCode works without them too. No extra setup is required.

|

:Q: **Long lasting push timeouts?**

:A: Make sure you set a longer timeouts in your proxy/fcgi settings, timeouts

|

:Q: **Large pushes timeouts?**

:A: Make sure you set a proper max_body_size for the http server.

|

:Q: **Apache doesn't pass basicAuth on pull/push?**

:A: Make sure you added `WSGIPassAuthorization true`.

For further questions search the `Issues tracker`_, or post a message in the `google group rhodecode`_

.. _virtualenv: http://pypi.python.org/pypi/virtualenv

.. _python: http://www.python.org/

.. _mercurial: http://mercurial.selenic.com/

.. _celery: http://celeryproject.org/

.. _rabbitmq: http://www.rabbitmq.com/

.. _python-ldap: http://www.python-ldap.org/

.. _mercurial-server: http://www.lshift.net/mercurial-server.html

.. _PublishingRepositories: http://mercurial.selenic.com/wiki/PublishingRepositories

.. _Issues tracker: https://bitbucket.org/marcinkuzminski/rhodecode/issues

.. _google group rhodecode: http://groups.google.com/group/rhodecode

.. _upgrade:

Upgrade

=======

Upgrading from Cheese Shop

.. note::

   Firstly, it is recommended that you **always** perform a database backup before doing an upgrade.

The easiest way to upgrade ``rhodecode`` is to run::

 easy_install -U rhodecode

Or::

 pip install --upgrade rhodecode

Then make sure you run the following command from the installation directory::

 paster make-config RhodeCode production.ini

This will display any changes made by the new version of RhodeCode to your

current configuration. It will try to perform an automerge. It's always better

to make a backup of your configuration file before hand and recheck the content after the automerge.

.. note::

   The next steps only apply to upgrading from non bugfix releases eg. from

   any minor or major releases. Bugfix releases (eg. 1.1.2->1.1.3) will 

   not have any database schema changes or whoosh library updates.

It is also recommended that you rebuild the whoosh index after upgrading since the new whoosh 

version could introduce some incompatible index changes.

The final step is to upgrade the database. To do this simply run::

    paster upgrade-db production.ini

This will upgrade the schema and update some of the defaults in the database,

and will always recheck the settings of the application, if there are no new options

that need to be set.

.. _virtualenv: http://pypi.python.org/pypi/virtualenv  

.. _python: http://www.python.org/

.. _mercurial: http://mercurial.selenic.com/

.. _celery: http://celeryproject.org/

.. _rabbitmq: http://www.rabbitmq.com/