.. _setup:

=====

Setup

=====

Setting up Kallithea

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

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

following command to do this::

    paster make-config Kallithea production.ini

- This will create the file `production.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.

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

use postgresql or sqlite (default). 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. Kallithea currently supports

postgresql, sqlite and mysql databases. Create the database by running

the following command::

    paster setup-db production.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.

setup process can be fully automated, example for lazy::

    paster setup-db production.ini --user=nn --password=secret --email=nn@your.kallithea.server --repos=/home/nn/my_repos

- The ``setup-db`` 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 Kallithea 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 Kallithea 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 Kallithea, to run it simply execute::

    paster serve production.ini

- This command runs the Kallithea 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-db``

  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

Optionally users can create `rcextensions` package that extends Kallithea

functionality. To do this simply execute::

    paster make-rcext production.ini

This will create `rcextensions` package in the same place that your `ini` file

lives. With `rcextensions` it's possible to add additional mapping for whoosh,

stats and add additional code into the push/pull/create/delete repo hooks.

For example for sending signals to build-bots such as jenkins.

Please see the `__init__.py` file inside `rcextensions` package

for more details.

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 that 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 **/home/hg** and the repository you are using is named `kallithea`, then

to clone via ssh you should run::

    hg clone ssh://user@server.com/home/hg/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 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. You may specify the location of the

repositories (`--repo-location`).  If not specified, this value is retrieved

from the Kallithea database.  This was required prior to 1.2.  Starting from

version 1.2 it is also possible to specify a comma separated list of

repositories (`--index-only`) to build index only on chooses repositories

skipping any other found in repos 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

For a full index rebuild use::

    paster make-index production.ini -f

building index just for chosen repositories is possible with such command::

 paster make-index production.ini --index-only=vcs,kallithea

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 make-index /path/to/kallithea/production.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 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

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

Kallithea 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

using easy_install::

    easy_install python-ldap

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

If your user groups are placed in a 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 : 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 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

 E-mail 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/Nginx/etc) authenticated 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.

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's WSGI config`_), you'd 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'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 "Kallithea authentication"

      AuthUserFile /home/web/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>

.. 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

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

Kallithea 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::

    issue_pat = (?:^#|\s#)(\w+)

    issue_server_link = https://myissueserver.com/{repo}/issue/{id}

    issue_prefix = #

  <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 *kallithea.lib.hooks*.

Changing default encoding

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

By default Kallithea 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 Kallithea including committers names, filenames,

encoding of commit messages. In addition Kallithea can detect if `chardet`

library is installed. If `chardet` is detected Kallithea will fallback to it

when there are encode/decode errors.

Setting Up Celery

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

Since version 1.1 celery is configured by the Kallithea 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 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 HTTP_X_URL_SCHEME,

  HTTP_X_FORWARDED_SCHEME or HTTP_X_FORWARDED_PROTO HTTP header (default 'http').

- With `force_https = true` the default will be 'https'.

- With `use_htsts = true`, it will set Strict-Transport-Security when using 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;

    }

    ## gist alias

    server {

       listen          443;

       server_name     gist.myserver.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://your.kallithea.server/_admin/gists/$1;

       rewrite (.*)    https://your.kallithea.server/_admin/gists;

    }

    server {

       listen          443;

       server_name     your.kallithea.server;

       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 /path/to/installation/kallithea/public;

       include         /etc/nginx/proxy.conf;

       location / {

            try_files $uri @rhode;

       }

       location @rhode {

            proxy_pass      http://rc;

       }

    }

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::

    <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

            #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://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 chosen prefix

Apache's WSGI config

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

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

- Create a wsgi dispatch script, like the one below. Make sure you

  check 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::

    WSGIDaemonProcess pylons \

        threads=4 \

        python-path=/home/web/kallithea/pyenv/lib/python2.7/site-packages

    WSGIScriptAlias / /home/web/kallithea/dispatch.wsgi

    WSGIPassAuthorization On

.. note::

   when running apache as root please add: `user=www-data group=www-data`

   into above configuration

.. note::

   Running Kallithea in multiprocess mode in apache is not supported,

   make sure you don't specify `processes=num` directive in the config

Example wsgi dispatch script::

    import os

    os.environ["HGENCODING"] = "UTF-8"

    os.environ['PYTHON_EGG_CACHE'] = '/home/web/kallithea/.egg-cache'

    # sometimes it's needed to set the curent dir

    os.chdir('/home/web/kallithea/')

    import site

    site.addsitedir("/home/web/kallithea/pyenv/lib/python2.7/site-packages")

    from paste.deploy import loadapp

    from paste.script.util.logging_config import fileConfig

    fileConfig('/home/web/kallithea/production.ini')

    application = loadapp('config:/home/web/kallithea/production.ini')

Note: when using mod_wsgi you'll need to install the same version of

Mercurial that's inside Kallithea's virtualenv also on the system's Python

environment.

Other configuration files

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

Some example init.d scripts can be found in init.d directory::

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

.. _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/conservancy/kallithea/issues