.. _installation:

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

Installation on Unix/Linux

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

The following describes three different ways of installing Kallithea:

- :ref:`installation-source`: The simplest way to keep the installation

  up-to-date and track any local customizations is to run directly from

  source in a Kallithea repository clone, preferably inside a virtualenv

  virtual Python environment.

- :ref:`installation-virtualenv`: If you prefer to only use released versions

  of Kallithea, the recommended method is to install Kallithea in a virtual

  Python environment using `virtualenv`. The advantages of this method over

  direct installation is that Kallithea and its dependencies are completely

  contained inside the virtualenv (which also means you can have multiple

  installations side by side or remove it entirely by just removing the

  virtualenv directory) and does not require root privileges.

- :ref:`installation-without-virtualenv`: The alternative method of installing

  a Kallithea release is using standard pip. The package will be installed in

  the same location as all other Python packages you have ever installed. As a

  result, removing it is not as straightforward as with a virtualenv, as you'd

  have to remove its dependencies manually and make sure that they are not

  needed by other packages.

Regardless of the installation method you may need to make sure you have

appropriate development packages installed, as installation of some of the

Kallithea dependencies requires a working C compiler and libffi library

headers. Depending on your configuration, you may also need to install

Git and development packages for the database of your choice.

For Debian and Ubuntu, the following command will ensure that a reasonable

set of dependencies is installed::

    sudo apt-get install build-essential git python-pip python-virtualenv libffi-dev python-dev

For Fedora and RHEL-derivatives, the following command will ensure that a

reasonable set of dependencies is installed::

    sudo yum install gcc git python-pip python-virtualenv libffi-devel python-devel

.. _installation-source:

Installation from repository source

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

To install Kallithea in a virtualenv_ using the stable branch of the development

repository, follow the instructions below::

        hg clone https://kallithea-scm.org/repos/kallithea -u stable

        cd kallithea

        virtualenv ../kallithea-venv

        . ../kallithea-venv/bin/activate

        pip install --upgrade pip setuptools

        pip install -e .

        python2 setup.py compile_catalog   # for translation of the UI

You can now proceed to :ref:`setup`.

.. _installation-virtualenv:

Installing a released version in a virtualenv

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

It is highly recommended to use a separate virtualenv_ for installing Kallithea.

This way, all libraries required by Kallithea will be installed separately from your

main Python installation and other applications and things will be less

problematic when upgrading the system or Kallithea.

An additional benefit of virtualenv_ is that it doesn't require root privileges.

- Assuming you have installed virtualenv_, create a new virtual environment

  for example, in `/srv/kallithea/venv`, using the virtualenv command::

    virtualenv /srv/kallithea/venv

- Activate the virtualenv_ in your current shell session and make sure the

  basic requirements are up-to-date by running::

    . /srv/kallithea/venv/bin/activate

    pip install --upgrade pip setuptools

.. note:: You can't use UNIX ``sudo`` to source the ``virtualenv`` script; it

   will "activate" a shell that terminates immediately. It is also perfectly

   acceptable (and desirable) to create a virtualenv as a normal user.

.. note:: Some dependencies are optional. If you need them, install them in

   the virtualenv too::

     pip install psycopg2

     pip install python-ldap

   This might require installation of development packages using your

   distribution's package manager.

- Make a folder for Kallithea data files, and configuration somewhere on the

  filesystem. For example::

    mkdir /srv/kallithea

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

    pip install kallithea

  Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea,

  extract it and run::

    pip install .

You can now proceed to :ref:`setup`.

.. _installation-without-virtualenv:

Installing a released version without virtualenv

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

For installation without virtualenv, 'just' use::

    pip install kallithea

Note that this method requires root privileges and will install packages

globally without using the system's package manager.

To install as a regular user in ``~/.local``, you can use::

    pip install --user kallithea

You can now proceed to :ref:`setup`.

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

.. _overview:

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

Installation overview

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

Some overview and some details that can help understanding the options when

installing Kallithea.

Python environment

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

**Kallithea** is written entirely in Python_ and requires Python version

2.6 or higher. Python 3.x is currently not supported.

Given a Python installation, there are different ways of providing the

environment for running Python applications. Each of them pretty much

corresponds to a ``site-packages`` directory somewhere where packages can be

installed.

Kallithea itself can be run from source or be installed, but even when running

from source, there are some dependencies that must be installed in the Python

environment used for running Kallithea.

- Packages *could* be installed in Python's ``site-packages`` directory ... but

  that would require running pip_ as root and it would be hard to uninstall or

  upgrade and is probably not a good idea unless using a package manager.

- Packages could also be installed in ``~/.local`` ... but that is probably

  only a good idea if using a dedicated user per application or instance.

- Finally, it can be installed in a virtualenv_. That is a very lightweight

  "container" where each Kallithea instance can get its own dedicated and

  self-contained virtual environment.

We recommend using virtualenv for installing Kallithea.

Installation methods

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

Kallithea must be installed on a server. Kallithea is installed in a Python

environment so it can use packages that are installed there and make itself

available for other packages.

Two different cases will pretty much cover the options for how it can be

installed.

- The Kallithea source repository can be cloned and used -- it is kept stable and

  can be used in production. The Kallithea maintainers use the development

  branch in production. The advantage of installation from source and regularly

  updating it is that you take advantage of the most recent improvements. Using

  it directly from a DVCS also means that it is easy to track local customizations.

  Running ``pip install -e .`` in the source will use pip to install the

  necessary dependencies in the Python environment and create a

  ``.../site-packages/Kallithea.egg-link`` file there that points at the Kallithea

  source.

- Kallithea can also be installed from ready-made packages using a package manager.

  The official released versions are available on PyPI_ and can be downloaded and

  installed with all dependencies using ``pip install kallithea``.

  With this method, Kallithea is installed in the Python environment as any

  other package, usually as a ``.../site-packages/Kallithea-X-py2.7.egg/``

  directory with Python files and everything else that is needed.

  (``pip install kallithea`` from a source tree will do pretty much the same

  but build the Kallithea package itself locally instead of downloading it.)

Web server

----------

Kallithea is (primarily) a WSGI_ application that must be run from a web

server that serves WSGI applications over HTTP.

Kallithea itself is not serving HTTP (or HTTPS); that is the web server's

responsibility. Kallithea does however need to know its own user facing URL

(protocol, address, port and path) for each HTTP request. Kallithea will

usually use its own HTML/cookie based authentication but can also be configured

to use web server authentication.

There are several web server options:

- Kallithea uses the Paste_ tool as command line interface. Paste provides

  ``paster serve`` as a convenient way to launch a Python WSGI / web server

  from the command line. That is perfect for development and evaluation.

  Actual use in production might have different requirements and need extra

  work to make it manageable as a scalable system service.

  Paste comes with its own built-in web server but Kallithea defaults to use

  Waitress_. Gunicorn_ is also an option. These web servers have different

  limited feature sets.

  The web server used by ``paster`` is configured in the ``.ini`` file passed

  to it. The entry point for the WSGI application is configured

  in ``setup.py`` as ``kallithea.config.middleware:make_app``.

- `Apache httpd`_ can serve WSGI applications directly using mod_wsgi_ and a

  simple Python file with the necessary configuration. This is a good option if

  Apache is an option.

- uWSGI_ is also a full web server with built-in WSGI module.

- IIS_ can also server WSGI applications directly using isapi-wsgi_.

- A `reverse HTTP proxy <https://en.wikipedia.org/wiki/Reverse_proxy>`_

  can be put in front of another web server which has WSGI support.

  Such a layered setup can be complex but might in some cases be the right

  option, for example to standardize on one internet-facing web server, to add

  encryption or special authentication or for other security reasons, to

  provide caching of static files, or to provide load balancing or fail-over.

  Nginx_, Varnish_ and HAProxy_ are often used for this purpose, often in front

  of a ``paster`` server that somehow is wrapped as a service.

The best option depends on what you are familiar with and the requirements for

performance and stability. Also, keep in mind that Kallithea mainly is serving

dynamically generated pages from a relatively slow Python process. Kallithea is

also often used inside organizations with a limited amount of users and thus no

continuous hammering from the internet.

.. _Python: http://www.python.org/

.. _Gunicorn: http://gunicorn.org/

.. _Waitress: http://waitress.readthedocs.org/en/latest/

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

.. _Paste: http://pythonpaste.org/

.. _PyPI: https://pypi.python.org/pypi

.. _Apache httpd: http://httpd.apache.org/

.. _mod_wsgi: https://code.google.com/p/modwsgi/

.. _isapi-wsgi: https://github.com/hexdump42/isapi-wsgi

.. _uWSGI: https://uwsgi-docs.readthedocs.org/en/latest/

.. _nginx: http://nginx.org/en/

.. _iis: http://en.wikipedia.org/wiki/Internet_Information_Services

.. _pip: http://en.wikipedia.org/wiki/Pip_%28package_manager%29

.. _WSGI: http://en.wikipedia.org/wiki/Web_Server_Gateway_Interface

.. _HAProxy: http://www.haproxy.org/

.. _Varnish: https://www.varnish-cache.org/

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

Hook management

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

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

To manage hooks, choose *Admin > Settings > Hooks*.

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.example.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://kallithea.example.com/_admin/gists/$1;

       rewrite (.*)    https://kallithea.example.com/_admin/gists;

    }

    server {

       listen          443;

       server_name     kallithea.example.com

       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 /srv/kallithea/kallithea/kallithea/public;

       include         /etc/nginx/proxy.conf;

       location / {

            try_files $uri @kallithea;

       }

       location @kallithea {

            proxy_pass      http://127.0.0.1:5000;

       }

    }

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 kallithea.example.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 !

            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://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons

Apache as subdirectory

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

Apache subdirectory part:

.. 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

    </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 with mod_wsgi

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

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

- Add global Apache configuration to tell mod_wsgi that Python only will be

  used in the WSGI processes and shouldn't be initialized in the Apache

  processes::

    WSGIRestrictEmbedded On

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

  check that 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:

.. code-block:: apache

    WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 \

        python-home=/srv/kallithea/venv

    WSGIProcessGroup kallithea

    WSGIScriptAlias / /srv/kallithea/dispatch.wsgi

    WSGIPassAuthorization On

Or if using a dispatcher WSGI script with proper virtualenv activation:

.. code-block:: apache

    WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100

    WSGIProcessGroup kallithea

    WSGIScriptAlias / /srv/kallithea/dispatch.wsgi

    WSGIPassAuthorization On

Apache will by default run as a special Apache user, on Linux systems

usually ``www-data`` or ``apache``. If you need to have the repositories

directory owned by a different user, use the user and group options to

WSGIDaemonProcess to set the name of the user and group.

Example WSGI dispatch script:

.. code-block:: python

    import os

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

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

    # sometimes it's needed to set the current dir

    os.chdir('/srv/kallithea/')

    import site

    site.addsitedir("/srv/kallithea/venv/lib/python2.7/site-packages")

    ini = '/srv/kallithea/my.ini'

    from paste.script.util.logging_config import fileConfig

    fileConfig(ini)

    from paste.deploy import loadapp

    application = loadapp('config:' + ini)

Or using proper virtualenv activation:

.. code-block:: python

    activate_this = '/srv/kallithea/venv/bin/activate_this.py'

    execfile(activate_this, dict(__file__=activate_this))

    import os

    os.environ['HOME'] = '/srv/kallithea'

    ini = '/srv/kallithea/kallithea.ini'

    from paste.script.util.logging_config import fileConfig

    fileConfig(ini)

    from paste.deploy import loadapp

    application = loadapp('config:' + ini)

Other configuration files

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

A number of `example init.d scripts`__ can be found in

the ``init.d`` directory of the Kallithea source.

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

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

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

.. _Mercurial: https://www.mercurial-scm.org/

.. _Celery: http://celeryproject.org/

.. _Celery documentation: http://docs.celeryproject.org/en/latest/getting-started/index.html

.. _RabbitMQ: http://www.rabbitmq.com/

.. _Redis: http://redis.io/

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

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

.. _PublishingRepositories: https://www.mercurial-scm.org/wiki/PublishingRepositories