.. _installation:

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

Installation

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

``RhodeCode`` is written entirely in Python. Before posting any issues make 

sure, your not missing any system libraries and using right version of 

libraries required by RhodeCode. There's also restriction in terms of mercurial

clients. Minimal version of hg client known working fine with RhodeCode is

**1.6**. If you're using older client, please upgrade.

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

For installing RhodeCode i highly recommend using separate virtualenv_. This

way many required by RhodeCode libraries will remain sandboxed from your main

python and making things less problematic when doing system python updates. 

- Assuming you have installed virtualenv_ create a new virtual environment 

  using virtualenv command:: 

    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 data files, and configuration somewhere on the 

  filesystem. For example::

    mkdir /var/www/rhodecode

- Go into the created directory run this command to install rhodecode::

    easy_install rhodecode

  or::

    pip install rhodecode 

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

  python libraries into activated virtualenv

Requirements for Celery (optional)

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

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 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. 

.. 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 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. RhodeCode currently supports

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

the following command::

    paster setup-rhodecode 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-rhodecode`` will also prompt you for a username 

and password for the initial admin account which ``setup-rhodecode`` sets 

up for you.

- The ``setup-rhodecode`` 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-rhodecode`` 

  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 RhodeCode

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 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 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. You may specify the location of the 

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

from the RhodeCode 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,rhodecode

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/rhodecode/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

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

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

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

.. _enable_ldap:

Enable LDAP : required

    Whether to use LDAP for authenticating users.

.. _ldap_host:

Host : required

    LDAP server hostname or IP address.

.. _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 RhodeCode.  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 RhodeCode with ldap accounts.  At this

time user information is copied from LDAP into the RhodeCode user database.

This means that updates of an LDAP user object may not be reflected as a

user update in RhodeCode.

If You have problems with LDAP access and believe You entered correct

information check out the RhodeCode logs, any error messages sent from LDAP

will be saved there.

Active Directory

''''''''''''''''

RhodeCode 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

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

Starting with version 1.3, RhodeCode 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 RhodeCode, 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

RhodeCode according to its settings.

When a user logs in for the first time using these authentication methods,

a matching user account is created in RhodeCode with default permissions. An

administrator can then modify it using RhodeCode'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, RhodeCode 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

RhodeCode.

In order for RhodeCode to start using the provided username, you should set the

following in the [app:main] section of your .ini file::

    container_auth_enabled = true

Proxy pass-through authentication

'''''''''''''''''''''''''''''''''

In a proxy pass-through authentication setup, RhodeCode 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 "RhodeCode authentication"

      AuthUserFile /home/web/rhodecode/.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>