.. _setup:

=====

Setup

=====

Setting up Kallithea

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

First, you will need to create a Kallithea configuration file. Run the

following command to do so::

    gearbox make-config 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

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::

    gearbox setup-db -c 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::

    gearbox setup-db -c 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::

    gearbox serve -c 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.

Internationalization (i18n support)

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

The Kallithea web interface is automatically displayed in the user's preferred

language, as indicated by the browser. Thus, different users may see the

application in different languages. If the requested language is not available

(because the translation file for that language does not yet exist or is

incomplete), the language specified in setting ``i18n.lang`` in the Kallithea

configuration file is used as fallback. If no fallback language is explicitly

specified, English is used.

If you want to disable automatic language detection and instead configure a

fixed language regardless of user preference, set ``i18n.enabled = false`` and

set ``i18n.lang`` to the desired language (or leave empty for English).

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::

    gearbox make-index -c my.ini

For a full index rebuild, run::

    gearbox make-index -c 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::

    gearbox make-index -c 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/gearbox make-index -c /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

 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

# -*- coding: utf-8 -*-

# This program is free software: you can redistribute it and/or modify

# it under the terms of the GNU General Public License as published by

# the Free Software Foundation, either version 3 of the License, or

# (at your option) any later version.

#

# This program is distributed in the hope that it will be useful,

# but WITHOUT ANY WARRANTY; without even the implied warranty of

# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the

# GNU General Public License for more details.

#

# You should have received a copy of the GNU General Public License

# along with this program.  If not, see <http://www.gnu.org/licenses/>.

"""

kallithea.lib.paster_commands.make_config

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

make-config gearbox command for Kallithea

:license: GPLv3, see LICENSE.md for more details.

"""

import os

import sys

import uuid

import argparse

import mako.exceptions

TMPL = 'template.ini.mako'

here = os.path.dirname(os.path.abspath(__file__))

from kallithea.lib.paster_commands.common import BasePasterCommand

from kallithea.lib import inifile

class Command(BasePasterCommand):

    """Kallithea: Create a new config file

    make-config is part of a two-phase installation process (the

    second phase is setup-app). make-config creates a bare configuration

    file (possibly filling in defaults from the extra

    variables you give).

    """

    takes_config_file = False # at least not an existing one ...

    def take_action(self, args):

        _run(args)

    def get_parser(self, prog_name):

        parser = super(Command, self).get_parser(prog_name)

        parser.add_argument('config_file', nargs='?',

            help='application config file to write')

        parser.add_argument('custom', nargs=argparse.REMAINDER,

            help='custom values for the config file')

        parser.add_argument('--show-defaults', action='store_true',

            help="Show the default values that can be overridden")

        return parser

def _run(args):

    if args.config_file is None:

        if not args.show_defaults:

            raise ValueError("Missing argument: config_file")

    else:

        if args.show_defaults:

            raise ValueError("Can't specify both config_file and --show_defaults")

    mako_variable_values = {}

    for parameter in args.custom:

        parts = parameter.split('=', 1)

            key, value = parts

        else:

            raise ValueError("Invalid name=value parameter %r" % parameter)

    if args.show_defaults:

        for key, value in inifile.default_variables.items():

            value = mako_variable_values.get(key, value)

            print '%s=%s' % (key, value)

        sys.exit(0)

    # use default that cannot be replaced

    mako_variable_values.update({

        'uuid': lambda: uuid.uuid4().hex,

    })

    try:

        config_file = os.path.abspath(args.config_file)

        print 'Wrote new config file in %s' % config_file

    except Exception:

        print mako.exceptions.text_error_template().render()