docs/setup.rst

.. _setup:

Setup
=====


Setting up RhodeCode
--------------------------

First, you will need to create a RhodeCode configuration file. Run the following
command to do this::
 
    paster make-config RhodeCode production.ini

- This will create the file `production.ini` in the current directory. This
  configuration file contains the various settings for RhodeCode, e.g proxy port,
  email settings, usage of static files, cache, celery settings and logging.


Next, you need to create the databases used by RhodeCode. I recommend that you
use 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 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.

- 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 web app should be available at the 
  127.0.0.1:5000. This ip and port is configurable via the production.ini 
  file created in previous step
- Use the admin account you created above when running ``setup-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 RhodeCode 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 currently only hosts repositories using http and https. (The addition of
ssh hosting is a planned future feature.) However you can easily use ssh in
parallel with RhodeCode. (Repository access via ssh is a standard "out of
the box" feature of mercurial_ and you can use this to access any of the
repositories that RhodeCode is hosting. See PublishingRepositories_)

RhodeCode repository structures are kept in directories with the same name 
as the project. When using repository groups, each group is a subdirectory.
This allows you to easily use ssh for accessing repositories.

In order to use ssh you need to make sure that your web-server and the users login
accounts have the correct permissions set on the appropriate directories. (Note
that these permissions are independent of any permissions you have set up using
the RhodeCode web interface.)

If your main directory (the same as set in RhodeCode settings) is for example
set to **/home/hg** and the repository you are using is named `rhodecode`, then
to clone via ssh you should run::

    hg clone ssh://[e-mail]/home/hg/rhodecode

Using other external tools such as mercurial-server_ or using ssh key based
authentication is fully supported.

Note: In an advanced setup, in order for your ssh access to use the same
permissions as set up via the RhodeCode web interface, you can create an
authentication hook to connect to the rhodecode db and runs check functions for
permissions against that.


    
Setting up Whoosh full text search
----------------------------------

Starting from version 1.1 the whoosh index can be build by using the paster
command ``make-index``. To use ``make-index`` you must specify the configuration
file that stores the location of the index, and the location of the repositories
(`--repo-location`).

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

For an incremental index build use::

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

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

In order to do periodical index builds and keep your index always up to date.
It's recommended to do a crontab entry for incremental indexing. 
An example entry might look like this::
 
 /path/to/python/bin/paster /path/to/rhodecode/production.ini --repo-location=<location for repos> 
  
When using incremental mode (the default) whoosh will check the last
modification date of each file and add it to be reindexed if a newer file is
available. The indexing daemon checks for any removed files and removes them
from index.

If you want to rebuild index from scratch, you can use the `-f` flag as above,
or in the admin panel you can check `build from scratch` flag.


Setting up LDAP support
-----------------------

RhodeCode starting from version 1.1 supports ldap authentication. In order
to use LDAP, you have to install the python-ldap_ package. This package is available
via pypi, so you can install it by running

::

 easy_install python-ldap
 
::

 pip install python-ldap

.. note::
   python-ldap requires some certain libs on your system, so before installing 
   it check that you have at least `openldap`, and `sasl` libraries.

ldap settings are located in admin->ldap section,

Here's a typical ldap setup::

 Enable ldap  = checked                 #controls if ldap access is enabled
 Host         = host.domain.org         #actual ldap server to connect
 Port         = 389 or 689 for ldaps    #ldap server ports
 Enable LDAPS = unchecked               #enable disable ldaps
 Account      = <account>               #access for ldap server(if required)
 Password     = <password>              #password for ldap server(if required)
 Base DN      = uid=%(user)s,CN=users,DC=host,DC=domain,DC=org
 

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

Base DN must have the %(user)s template inside, it's a place holder where your uid
used to login would go. It allows admins to specify non-standard schema for the
uid variable.

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

If you have problems with ldap access and believe you have correctly entered the
required information then proceed by investigating the RhodeCode logs. Any
error messages sent from ldap will be saved there.



Setting Up Celery
-----------------

Since version 1.1 celery is configured by the rhodecode ini configuration files.
Simply set use_celery=true in the ini file then add / change the configuration 
variables inside the ini file.

Remember that the ini files use the format with '.' not with '_' like celery.
So for example setting `BROKER_HOST` in celery means setting `broker.host` in
the config file.

In order to start using celery run::

 paster celeryd <configfile.ini>


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

There are two ways to enable https:

- Set HTTP_X_URL_SCHEME in your http server headers, than rhodecode will
  recognize this headers and make proper https redirections
- Alternatively, set `force_https = true` in the ini configuration to force using
  https, no headers are needed than to enable https


Nginx virtual host example
--------------------------

Sample config for nginx using proxy::

    server {
       listen          80;
       server_name     hg.myserver.com;
       access_log      /var/log/nginx/rhodecode.access.log;
       error_log       /var/log/nginx/rhodecode.error.log;
       location / {
               root /var/www/rhodecode/rhodecode/public/;
               if (!-f $request_filename){
                   proxy_pass      http://127.0.0.1:5000;
               }
               #this is important if you want to use https !!!
               proxy_set_header X-Url-Scheme $scheme;
               include         /etc/nginx/proxy.conf;  
       }
    }  
  
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;
    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;
    client_max_body_size        400m;
    client_body_buffer_size     128k;
    proxy_buffering             off;
    proxy_connect_timeout       3600;
    proxy_send_timeout          3600;
    proxy_read_timeout          3600;
    proxy_buffer_size           16k;
    proxy_buffers               4 16k;
    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
in the production.ini file::

    [app:main]
      use = egg:rhodecode
      full_stack = true
      static_files = false
      lang=en
      cache_dir = %(here)s/data

In order to not have the statics served by the application. This improves speed.


Apache virtual host example
---------------------------

Here is a sample configuration file for apache using proxy::

    <VirtualHost *:80>
            ServerName hg.myserver.com
            ServerAlias hg.myserver.com
    
            <Proxy *>
              Order allow,deny
              Allow from all
            </Proxy>
    
            #important !
            #Directive to properly generate url (clone url) for pylons
            ProxyPreserveHost On
    
            #rhodecode 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://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons


Apache as subdirectory
----------------------

Apache subdirectory part::

    <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 to 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 choosen prefix

Apache's example WSGI+SSL config
--------------------------------

virtual host example::

    <VirtualHost *:443>
        ServerName hg.domain.eu:443
        DocumentRoot /var/www
    
        SSLEngine on
        SSLCertificateFile /etc/apache2/ssl/hg.domain.eu.cert
        SSLCertificateKeyFile /etc/apache2/ssl/hg.domain.eu.key
        SSLCertificateChainFile /etc/apache2/ssl/ca.cert
        SetEnv HTTP_X_URL_SCHEME https
    
        Alias /css /home/web/virtualenvs/hg/lib/python2.6/site-packages/rhodecode/public/css
        Alias /images /home/web/virtualenvs/hg/lib/python2.6/site-packages/rhodecode/public/images
        Alias /js /home/web/virtualenvs/hg/lib/python2.6/site-packages/rhodecode/public/js
    
        WSGIDaemonProcess hg user=web group=web processes=1 threads=10 display-name=%{GROUP} python-path=/home/web/virtualenvs/hg/lib/python2.6/site-packages
    
        WSGIPassAuthorization On
        WSGIProcessGroup hg
        WSGIApplicationGroup hg
        WSGIScriptAlias / /home/web/apache/conf/hg.wsgi
    
        <Directory /home/web/apache/conf>
            Order deny,allow
            Allow from all
        </Directory>
        <Directory /var/www>
            Order deny,allow
            Allow from all
        </Directory>
    
    </VirtualHost>

    <VirtualHost *:80>
        ServerName hg.domain.eu
        Redirect permanent / https://hg.domain.eu/
    </VirtualHost>


HG.WSGI::

    import os
    os.environ["HGENCODING"] = "UTF-8"
    
    from paste.deploy import loadapp
    from paste.script.util.logging_config import fileConfig
    
    fileConfig('/home/web/virtualenvs/hg/config/production.ini')
    application = loadapp('config:/home/web/virtualenvs/hg/config/production.ini'


Other configuration files
-------------------------

Some example init.d scripts can be found here, for debian and gentoo:

https://rhodeocode.org/rhodecode/files/tip/init.d


Troubleshooting
---------------

:Q: **Missing static files?**
:A: 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 
   for example:
   /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public
   
| 

:Q: **Can't install celery/rabbitmq**
:A: Don't worry RhodeCode works without them too. No extra setup is required.

|
 
:Q: **Long lasting push timeouts?**
:A: Make sure you set a longer timeouts in your proxy/fcgi settings, timeouts
    are caused by https server and not RhodeCode.
    
| 

:Q: **Large pushes timeouts?**
:A: Make sure you set a proper max_body_size for the http server.

|

:Q: **Apache doesn't pass basicAuth on pull/push?**
:A: Make sure you added `WSGIPassAuthorization true`.

For further questions search the `Issues tracker`_, or post a message in the `google group rhodecode`_

.. _virtualenv: http://pypi.python.org/pypi/virtualenv
.. _python: http://www.python.org/
.. _mercurial: http://mercurial.selenic.com/
.. _celery: http://celeryproject.org/
.. _rabbitmq: http://www.rabbitmq.com/
.. _python-ldap: http://www.python-ldap.org/
.. _mercurial-server: http://www.lshift.net/mercurial-server.html
.. _PublishingRepositories: http://mercurial.selenic.com/wiki/PublishingRepositories
.. _Issues tracker: https://bitbucket.org/marcinkuzminski/rhodecode/issues
.. _google group rhodecode: http://groups.google.com/group/rhodecode