Changeset - 8845ece50d51
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Thomas De Schampheleire - 9 years ago 2016-10-20 17:54:26
thomas.de.schampheleire@gmail.com
docs: remove some references to Pylons

These references are either not used, or do not provide value.
The Windows installation and email pages still references documents from the
Pylons website -- alternative pages from Turbogears2 need to be found.
3 files changed with 3 insertions and 5 deletions:
0 comments (0 inline, 0 general)
docs/installation.rst
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.. _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 .
 

	
 
- This will install Kallithea together with pylons_ and all other required
 
  python libraries into the activated virtualenv.
 
- This will install Kallithea together with all other required
 
  Python libraries into the activated virtualenv.
 

	
 
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
 
.. _pylons: http://www.pylonsproject.org/
docs/overview.rst
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.. _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
 
.. _pylons: http://www.pylonsproject.org/
 
.. _HAProxy: http://www.haproxy.org/
 
.. _Varnish: https://www.varnish-cache.org/
docs/setup.rst
Show inline comments
 
.. _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.
 

	
 

	
 
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 overridden;
 
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.
 

	
 
.. _ldap-setup:
 

	
 

	
 
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
 
 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 : optional
 
    Defaults to 389 for PLAIN un-encrypted LDAP and START_TLS.
 
    Defaults to 636 for LDAPS.
 

	
 
.. _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
 

	
 
    PLAIN
 
        Plain unencrypted LDAP connection.
 
        This will by default use `Port`_ 389.
 

	
 
    LDAPS
 
        Use secure LDAPS connections according to `Certificate
 
        Checks`_ configuration.
 
        This will by default use `Port`_ 636.
 

	
 
    START_TLS
 
        Use START TLS according to `Certificate Checks`_ configuration on an
 
        apparently "plain" LDAP connection.
 
        This will by default use `Port`_ 389.
 

	
 
.. _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
 
    with mandatory certificate validation, while the other options are
 
    susceptible to man-in-the-middle attacks.
 

	
 
    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.
 

	
 
.. _Custom CA Certificates:
 

	
 
Custom CA Certificates : optional
 
    Directory used by OpenSSL to find CAs for validating the LDAP server certificate.
 
    Python 2.7.10 and later default to using the system certificate store, and
 
    this should thus not be necessary when using certificates signed by a CA
 
    trusted by the system.
 
    It can be set to something like `/etc/openldap/cacerts` on older systems or
 
    if using self-signed certificates.
 

	
 
.. _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>
 

	
 
Setting metadata in container/reverse-proxy
 
"""""""""""""""""""""""""""""""""""""""""""
 
When a new user account is created on the first login, Kallithea has no information about
 
the user's email and full name. So you can set some additional request headers like in the
 
example below. In this example the user is authenticated via Kerberos and an Apache
 
mod_python fixup handler is used to get the user information from a LDAP server. But you
 
could set the request headers however you want.
 

	
 
.. 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
 

	
 
      AuthName "Kerberos Login"
 
      AuthType Kerberos
 
      Krb5Keytab /etc/apache2/http.keytab
 
      KrbMethodK5Passwd off
 
      KrbVerifyKDC on
 
      Require valid-user
 

	
 
      PythonFixupHandler ldapmetadata
 

	
 
      RequestHeader set X_REMOTE_USER %{X_REMOTE_USER}e
 
      RequestHeader set X_REMOTE_EMAIL %{X_REMOTE_EMAIL}e
 
      RequestHeader set X_REMOTE_FIRSTNAME %{X_REMOTE_FIRSTNAME}e
 
      RequestHeader set X_REMOTE_LASTNAME %{X_REMOTE_LASTNAME}e
 
    </Location>
 

	
 
.. code-block:: python
 

	
 
    from mod_python import apache
 
    import ldap
 

	
 
    LDAP_SERVER = "ldap://server.mydomain.com:389"
 
    LDAP_USER = ""
 
    LDAP_PASS = ""
 
    LDAP_ROOT = "dc=mydomain,dc=com"
 
    LDAP_FILTER = "sAMAccountName=%s"
 
    LDAP_ATTR_LIST = ['sAMAccountName','givenname','sn','mail']
 

	
 
    def fixuphandler(req):
 
        if req.user is None:
 
            # no user to search for
 
            return apache.OK
 
        else:
 
            try:
 
                if('\\' in req.user):
 
                    username = req.user.split('\\')[1]
 
                elif('@' in req.user):
 
                    username = req.user.split('@')[0]
 
                else:
 
                    username = req.user
 
                l = ldap.initialize(LDAP_SERVER)
 
                l.simple_bind_s(LDAP_USER, LDAP_PASS)
 
                r = l.search_s(LDAP_ROOT, ldap.SCOPE_SUBTREE, LDAP_FILTER % username, attrlist=LDAP_ATTR_LIST)
 

	
 
                req.subprocess_env['X_REMOTE_USER'] = username
 
                req.subprocess_env['X_REMOTE_EMAIL'] = r[0][1]['mail'][0].lower()
 
                req.subprocess_env['X_REMOTE_FIRSTNAME'] = "%s" % r[0][1]['givenname'][0]
 
                req.subprocess_env['X_REMOTE_LASTNAME'] = "%s" % r[0][1]['sn'][0]
 
            except Exception, e:
 
                apache.log_error("error getting data from ldap %s" % str(e), apache.APLOG_ERR)
 

	
 
            return apache.OK
 

	
 
.. 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://issues.example.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://issues.example.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://wiki.example.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://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 !
 
            #Directive to properly generate url (clone url) for pylons
 
            #Directive to properly generate url (clone url) for Kallithea
 
            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
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