Changeset - fd4cd3c1d7e9
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jfh - 15 years ago 2011-02-26 17:27:58
jason@jasonfharris.com
- First cut at some documentation corrections.
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docs/setup.rst
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@@ -4,126 +4,134 @@ Setup
 
=====
 

	
 

	
 
Setting up the application
 
Setting up RhodeCode
 
--------------------------
 

	
 
First You'll need to create RhodeCode config file. Run the following command 
 
to do this
 

	
 
::
 
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 `production.ini` config inside the directory
 
  this config contains various settings for RhodeCode, e.g proxy port, 
 
- 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 we need to create the database. I'll recommend to use sqlite (default) 
 
or postgresql. Make sure You properly adjust the db url in the .ini file to use
 
other than the default sqlite database
 

	
 

	
 
::
 
Next, you need to create the databases used by RhodeCode. I recommend that you
 
use sqlite (default) or postgresql. 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. Create the databases by running
 
the following command::
 

	
 
 paster setup-app production.ini
 

	
 
- This command will create all needed tables and an admin account. 
 
  When asked for a path You can either use a new location of one with already 
 
  existing ones. RhodeCode will simply add all new found repositories to 
 
  it's database. Also make sure You specify correct path to repositories.
 
- Remember that the given path for mercurial_ repositories must be write 
 
  accessible for the application. It's very important since RhodeCode web 
 
  interface will work even without such an access but, when trying to do a 
 
  push it'll eventually fail with permission denied errors. 
 
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-app`` will also prompt you for a username and password
 
for the initial admin account which ``setup-app`` sets up for you.
 

	
 
You are ready to use RhodeCode, to run it simply execute
 
- The ``setup-app`` 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 app should be available at the 
 
- 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 admin account you created to login.
 
- Default permissions on each repository is read, and owner is admin. So 
 
  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
 
  
 
- Use the admin account you created above when running ``setup-app`` 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
 

	
 
Try copying your own mercurial repository into the "root" directory you are
 
using, then from within the RhodeCode web application choose Admin >
 
repositories. Then choose Add New Repository. Add the repository you copied into
 
the root. Test that you can browse your repository from within RhodCode and then
 
try cloning your repository from RhodeCode with::
 

	
 
  hg clone http://127.0.0.1:5000/<repository name>
 

	
 
where *repository name* is replaced by the name of your repository.
 

	
 
Using RhodeCode with SSH
 
------------------------
 

	
 
RhodeCode repository structures are kept in directories with the same name 
 
as the project, when using repository groups, each group is a a subdirectory.
 
This will allow You to use ssh for accessing repositories quite easy. There
 
as the project, when using repository groups, each group is a subdirectory.
 
This will allow you to use ssh for accessing repositories quite easily. There
 
are some exceptions when using ssh for accessing repositories.
 

	
 
You have to make sure that the webserver as well as the ssh users have unix
 
permission for directories. Secondly when using ssh rhodecode will not 
 
authenticate those requests and permissions set by the web interface will not
 
work on the repositories accessed via ssh. There is a solution to this to use 
 
auth hooks, that connects to rhodecode db, and runs check functions for
 
You have to make sure that the web-server as well as the ssh users have unix
 
permission for the appropriate directories. Secondly, when using ssh rhodecode
 
will not authenticate those requests and permissions set by the web interface
 
will not work on the repositories accessed via ssh. There is a solution to this
 
to use auth hooks, that connects to rhodecode db, and runs check functions for
 
permissions.
 

	
 

	
 
if Your main directory (the same as set in RhodeCode settings) is for example 
 
set for to **/home/hg** and repository You are using is `rhodecode`
 

	
 
The command runned should look like this::
 
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 external tools such as mercurial server or using ssh key based auth is
 
fully supported.
 
Using external tools such as mercurial server or using ssh key based
 
authentication is fully supported.
 
    
 
Setting up Whoosh full text search
 
----------------------------------
 

	
 
Starting from version 1.1 whoosh index can be build using paster command.
 
You have to specify the config file that stores location of index, and
 
location of repositories (`--repo-location`).
 
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, and the location of the repositories
 
(`--repo-location`).
 

	
 
There is possible also to pass `-f` to the options
 
to enable full index rebuild. Without that indexing will run always in in
 
incremental mode.
 
You may optionally pass the option `-f` to enable a full index rebuild. Without
 
the `-f` option, indexing will run always in "incremental" mode.
 

	
 
incremental mode::
 
For an incremental index build use::
 

	
 
	paster make-index production.ini --repo-location=<location for repos> 
 

	
 

	
 

	
 
for full index rebuild You can use::
 
For a full index rebuild use::
 

	
 
	paster make-index production.ini -f --repo-location=<location for repos>
 

	
 
- For full text search You can either put crontab entry for
 
- For full text search you can either put crontab entry for
 

	
 
In order to do periodical index builds and keep Your index always up to date.
 
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
 

	
 
::
 
An example entry might look like this::
 
 
 
 /path/to/python/bin/paster /path/to/rhodecode/production.ini --repo-location=<location for repos> 
 
  
 
When using incremental (default) mode whoosh will check last modification date 
 
of each file and add it to reindex if newer file is available. Also indexing 
 
daemon checks for removed files and removes them from index. 
 
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.
 

	
 
Sometime You might want to rebuild index from scratch. You can do that using 
 
the `-f` flag passed to paster command or, in admin panel You can check 
 
`build from scratch` flag.
 
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 python-ldap_ package. This package is available
 
via pypi, so You can install it by running
 
to use LDAP, you have to install python-ldap_ package. This package is available
 
via pypi, so you can install it by running
 

	
 
::
 

	
 
@@ -134,8 +142,8 @@ via pypi, so You can install it by runni
 
 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.
 
   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,
 

	
 
@@ -151,21 +159,21 @@ Here's a typical ldap setup::
 
 
 

	
 
`Account` and `Password` are optional, and used for two-phase ldap 
 
authentication so those are credentials to access Your ldap, if it doesn't 
 
authentication so those are credentials to access your ldap, if it doesn't 
 
support anonymous search/user lookups. 
 

	
 
Base DN must have %(user)s template inside, it's a placer where Your uid used
 
Base DN must have %(user)s template inside, it's a placer where your uid used
 
to login would go, it allows admins to specify not standard schema for uid 
 
variable
 

	
 
If all data are entered correctly, and `python-ldap` is properly installed
 
Users should be granted to access RhodeCode wit ldap accounts. When 
 
logging at the first time an special ldap account is created inside RhodeCode, 
 
so You can control over permissions even on ldap users. If such user exists 
 
so you can control over permissions even on ldap users. If such user exists 
 
already in RhodeCode database ldap user with the same username would be not 
 
able to access RhodeCode.
 

	
 
If You have problems with ldap access and believe You entered correct 
 
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.
 

	
 
@@ -188,14 +196,14 @@ In order to make start using celery run:
 

	
 

	
 
.. note::
 
   Make sure You run this command from same virtualenv, and with the same user
 
   Make sure you run this command from same virtualenv, and with the same user
 
   that rhodecode runs.
 
   
 
HTTPS support
 
-------------
 

	
 
There are two ways to enable https, first is to set HTTP_X_URL_SCHEME in
 
Your http server headers, than rhodecode will recognise this headers and make
 
your http server headers, than rhodecode will recognise this headers and make
 
proper https redirections, another way is to set `force_https = true` 
 
in the ini cofiguration to force using https, no headers are needed than to
 
enable https
 
@@ -216,7 +224,7 @@ Sample config for nginx using proxy::
 
               if (!-f $request_filename){
 
                   proxy_pass      http://127.0.0.1:5000;
 
               }
 
               #this is important if You want to use https !!!
 
               #this is important if you want to use https !!!
 
               proxy_set_header X-Url-Scheme $scheme;
 
               include         /etc/nginx/proxy.conf;  
 
       }
 
@@ -242,7 +250,7 @@ pushes and also on large pushes::
 
    proxy_busy_buffers_size     64k;
 
    proxy_temp_file_write_size  64k;
 
 
 
Also when using root path with nginx You might set the static files to false
 
Also when using root path with nginx you might set the static files to false
 
in production.ini file::
 

	
 
    [app:main]
 
@@ -299,7 +307,7 @@ Apache subdirectory part::
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 
    </Location> 
 

	
 
Besides the regular apache setup You'll need to add such part to .ini file::
 
Besides the regular apache setup you will need to add such part to .ini file::
 

	
 
    filter-with = proxy-prefix
 

	
 
@@ -329,7 +337,7 @@ Troubleshooting
 
- missing static files ?
 

	
 
 - make sure either to set the `static_files = true` in the .ini file or
 
   double check the root path for Your http setup. It should point to 
 
   double check the root path for your http setup. It should point to 
 
   for example:
 
   /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public
 
   
 
@@ -339,16 +347,16 @@ Troubleshooting
 

	
 
- long lasting push timeouts ?
 

	
 
 - make sure You set a longer timeouts in Your proxy/fcgi settings, timeouts
 
 - make sure you set a longer timeouts in your proxy/fcgi settings, timeouts
 
   are caused by https server and not RhodeCode
 

	
 
- large pushes timeouts ?
 
 
 
 - make sure You set a proper max_body_size for the http server
 
 - make sure you set a proper max_body_size for the http server
 

	
 
- Apache doesn't pass basicAuth on pull/push ?
 

	
 
 - Make sure You added `WSGIPassAuthorization true` 
 
 - Make sure you added `WSGIPassAuthorization true` 
 

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