.. _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.org --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@server.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.

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

 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:

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>

.. 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 match an issue ID in commit messages,

and have that replaced with a URL to the issue. To enable this simply

uncomment the following variables in the ini file::

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

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

    issue_prefix = #

``issue_pat`` is the regular expression describing which strings in

commit messages will be treated as issue references. A match group in

parentheses should be used to specify the actual issue id.

The default expression matches issues in the format ``#<number>``, e.g., ``#300``.

Matched issue references are replaced with the link specified in

``issue_server_link``. ``{id}`` is replaced with the issue ID, and

``{repo}`` with the repository name.  Since the # is stripped away,

``issue_prefix`` is prepended to the link text.  ``issue_prefix`` doesn't

necessarily need to be ``#``: if you set issue prefix to ``ISSUE-`` this will

generate a URL in the format:

.. code-block:: html

  <a href="https://myissueserver.com/example_repo/issue/300">ISSUE-300</a>

If needed, more than one pattern can be specified by appending a unique suffix to

the variables. For example::

    issue_pat_wiki = (?:wiki-)(.+)

    issue_server_link_wiki = https://mywiki.com/{id}

    issue_prefix_wiki = WIKI-

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://mywiki.com/some-id">WIKI-some-id</a>

Hook management

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

Hooks can be managed in similar way to that used in ``.hgrc`` files.

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.

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::

 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

  ``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.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 @kallithea;

       }

       location @kallithea {

            proxy_pass      http://kallithea;

       }

    }

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 hg.myserver.com

            ServerAlias hg.myserver.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 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

.. _email:

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

Email settings

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

The Kallithea configuration file has several email related settings. When

these contain correct values, Kallithea will send email in the situations

described below. If the email configuration is not correct so that emails

cannot be sent, all mails will show up in the log output.

Before any email can be sent, an SMTP server has to be configured using the

configuration file setting ``smtp_server``. If required for that server, specify

a username (``smtp_username``) and password (``smtp_password``), a non-standard

port (``smtp_port``), encryption settings (``smtp_use_tls`` or ``smtp_use_ssl``)

and/or specific authentication parameters (``smtp_auth``).

Application emails

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

Kallithea sends an email to `users` on several occasions:

- when comments are given on one of their changesets

- when comments are given on changesets they are reviewer on or on which they

  commented regardless

- when they are invited as reviewer in pull requests

- when they request a password reset

Kallithea sends an email to all `administrators` upon new account registration.

When Kallithea wants to send an email but due to an error cannot correctly

determine the intended recipients, the administrators and the addresses

specified in ``email_to`` in the configuration file are used as fallback.

Recipients will see these emails originating from the sender specified in the

``app_email_from`` setting in the configuration file. This setting can either

contain only an email address, like `kallithea-noreply@example.com`, or both

a name and an address in the following format: `Kallithea

<kallithea-noreply@example.com>`. The subject of these emails can

optionally be prefixed with the value of ``email_prefix`` in the configuration

file.

Error emails

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

When an exception occurs in Kallithea -- and unless interactive debugging is

enabled using ``set debug = true`` in the ``[app:main]`` section of the

configuration file -- an email with exception details is sent by WebError_'s

``ErrorMiddleware`` to the addresses specified in ``email_to`` in the

configuration file.

Recipients will see these emails originating from the sender specified in the

``error_email_from`` setting in the configuration file. This setting can either

contain only an email address, like `kallithea-noreply@example.com`, or both

a name and an address in the following format: `Kallithea Errors

<kallithea-noreply@example.com>`.

*Note:* The WebError_ package does not respect ``smtp_port`` and assumes the

standard SMTP port (25). If you have a remote SMTP server with a different port,

you could set up a local forwarding SMTP server on port 25.

References

----------

- `Error Middleware (Pylons documentation) <http://pylons-webframework.readthedocs.org/en/latest/debugging.html#error-middleware>`_

- `ErrorHandler (Pylons modules documentation) <http://pylons-webframework.readthedocs.org/en/latest/modules/middleware.html#pylons.middleware.ErrorHandler>`_

.. _WebError: https://pypi.python.org/pypi/WebError