Changeset - 60f9840c8df1
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Thomas De Schampheleire - 10 years ago 2016-03-14 22:13:19
thomas.de.schampheleire@gmail.com
docs: document Kallithea customization options

Create basic documentation for the various customization options in
Kallithea. Move the rcextensions section to this new page and reword.
3 files changed with 51 insertions and 18 deletions:
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docs/index.rst
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.. _index:
 

	
 
#######################
 
Kallithea Documentation
 
#######################
 

	
 
**Readme**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   readme
 

	
 
**Installation**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   overview
 
   installation
 
   installation_win
 
   installation_win_old
 
   installation_iis
 
   setup
 
   installation_puppet
 

	
 
**Usage**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   usage/general
 
   usage/vcs_support
 
   usage/locking
 
   usage/statistics
 

	
 
**Administrator's guide**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   usage/email
 
   usage/performance
 
   usage/backup
 
   usage/debugging
 
   usage/troubleshooting
 
   usage/customization
 

	
 
**Development**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   contributing
 
   changelog
 

	
 
**API**
 

	
 
.. toctree::
 
   :maxdepth: 1
 

	
 
   api/api
 
   api/models
 

	
 

	
 
Other topics
 
************
 

	
 
* :ref:`genindex`
 
* :ref:`search`
 

	
 

	
 
.. _virtualenv: http://pypi.python.org/pypi/virtualenv
 
.. _python: http://www.python.org/
 
.. _django: http://www.djangoproject.com/
 
.. _mercurial: http://mercurial.selenic.com/
 
.. _bitbucket: http://bitbucket.org/
 
.. _subversion: http://subversion.tigris.org/
 
.. _git: http://git-scm.com/
 
.. _celery: http://celeryproject.org/
 
.. _Sphinx: http://sphinx.pocoo.org/
 
.. _vcs: http://pypi.python.org/pypi/vcs
docs/setup.rst
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.. _setup:
 

	
 
=====
 
Setup
 
=====
 

	
 

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

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

	
 
    paster make-config Kallithea 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.
 

	
 
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::
 

	
 
    paster setup-db 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::
 

	
 
    paster setup-db 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::
 

	
 
    paster serve 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.
 

	
 

	
 
Extensions
 
----------
 

	
 
Optionally one can create an ``rcextensions`` package that extends Kallithea
 
functionality.
 
To generate a skeleton extensions package, run::
 

	
 
    paster make-rcext my.ini
 

	
 
This will create an ``rcextensions`` package next to the specified ``ini`` file.
 
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.
 

	
 
See the ``__init__.py`` file inside the generated ``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:: 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://pythonhosted.org/Whoosh/
 

	
 
For an incremental index build, run::
 

	
 
    paster make-index my.ini
 

	
 
For a full index rebuild, run::
 

	
 
    paster make-index my.ini -f
 

	
 
The ``--repo-location`` option allows the location of the repositories to be overriden;
 
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::
 

	
 
    paster make-index 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/paster make-index /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.
 

	
 

	
 
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
 
 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
 
 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 : 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 connections. 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:
docs/usage/customization.rst
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new file 100644
 
.. _customization:
 

	
 
=============
 
Customization
 
=============
 

	
 
There are several ways to customize Kallithea to your needs depending on what
 
you want to achieve.
 

	
 

	
 
HTML/JavaScript/CSS customization
 
---------------------------------
 

	
 
To customize the look-and-feel of the web interface (for example to add a
 
company banner or some JavaScript widget or to tweak the CSS style definitions)
 
you can enter HTML code (possibly with JavaScript and/or CSS) directly via the
 
*Admin > Settings > Global > HTML/JavaScript customization
 
block*.
 

	
 

	
 
Behavioral customization: rcextensions
 
--------------------------------------
 

	
 
Some behavioral customization can be done in Python using ``rcextensions``, a
 
custom Python package that can extend Kallithea functionality.
 

	
 
With ``rcextensions`` it's possible to add additional mappings for Whoosh
 
indexing and statistics, to add additional code into the push/pull/create/delete
 
repository hooks (for example to send signals to build bots such as Jenkins) and
 
even to monkey-patch certain parts of the Kallithea source code (for example
 
overwrite an entire function, change a global variable, ...).
 

	
 
To generate a skeleton extensions package, run::
 

	
 
    paster make-rcext my.ini
 

	
 
This will create an ``rcextensions`` package next to the specified ``ini`` file.
 
See the ``__init__.py`` file inside the generated ``rcextensions`` package
 
for more details.
 

	
 

	
 
Behavioral customization: code changes
 
--------------------------------------
 

	
 
As Kallithea is open-source software, you can make any changes you like directly
 
in the source code.
 

	
 
We encourage you to send generic improvements back to the
 
community so that Kallithea can become better. See :ref:`contributing` for more
 
details.
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