docs: move authentication info to separate file

Goal is to reduce the gigantic 'setup' page in size, and make the
information more understandable. Currently, the different topics do not
really belong together.
This is one small step towards that goal.

docs/administrator_guide/auth.rst

@@ -1,950 +1,368 b''
-.. _setup:
-
-=====
-Setup
-=====
-
-
-Preparing front-end
--------------------
-
-Temporarily, in the current Kallithea version, some extra steps are required to
-build front-end files:
-
-Find the right ``kallithea/public/less`` path with::
-
-    python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"
-
-Then run::
-
-    npm install
-    npm run less
-
-
-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
-settings, and logging. Extra settings can be specified like::
-
-    gearbox make-config my.ini host=8.8.8.8 "[handler_console]" formatter=color_formatter
-
-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=[e-mail] --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.
+.. _authentication:
+Authentication setup
+====================
 
-
-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://[e-mail]/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://whoosh.readthedocs.io/en/latest/
-
-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.
+Users can be authenticated in different ways. By default, Kallithea
+uses its internal user database. Alternative authentication
+methods include LDAP, PAM, Crowd, and container-based authentication.
 
 .. _ldap-setup:
 
 
-Setting up LDAP support
------------------------
+LDAP Authentication
+-------------------
 
 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
+After setting up your container (see :ref:`apache_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
+After setting up your proxy solution (see :ref:`apache_virtual_host_reverse_proxy`,
+:ref:`apache_subdirectory` or :ref:`nginx_virtual_host`), 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 = "ldaps://server.mydomain.com:636"
     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.
-
-This is achieved with following three variables in the ini file::
-
-    issue_pat = #(\d+)
-    issue_server_link = https://issues.example.com/{repo}/issue/\1
-    issue_sub =
-
-``issue_pat`` is the regular expression describing which strings in
-commit messages will be treated as issue references. The expression can/should
-have one or more parenthesized groups that can later be referred to in
-``issue_server_link`` and ``issue_sub`` (see below). If you prefer, named groups
-can be used instead of simple parenthesized groups.
-
-If the pattern should only match if it is preceded by whitespace, add the
-following string before the actual pattern: ``(?:^|(?<=\s))``.
-If the pattern should only match if it is followed by whitespace, add the
-following string after the actual pattern: ``(?:$|(?=\s))``.
-These expressions use lookbehind and lookahead assertions of the Python regular
-expression module to avoid the whitespace to be part of the actual pattern,
-otherwise the link text will also contain that whitespace.
-
-Matched issue references are replaced with the link specified in
-``issue_server_link``, in which any backreferences are resolved. Backreferences
-can be ``\1``, ``\2``, ... or for named groups ``\g<groupname>``.
-The special token ``{repo}`` is replaced with the full repository path
-(including repository groups), while token ``{repo_name}`` is replaced with the
-repository name (without repository groups).
-
-The link text is determined by ``issue_sub``, which can be a string containing
-backreferences to the groups specified in ``issue_pat``. If ``issue_sub`` is
-empty, then the text matched by ``issue_pat`` is used verbatim.
-
-The example settings shown above match issues in the format ``#<number>``.
-This will cause the text ``#300`` to be transformed into a link:
-
-.. code-block:: html
-
-  <a href="https://issues.example.com/example_repo/issue/300">#300</a>
-
-The following example transforms a text starting with either of 'pullrequest',
-'pull request' or 'PR', followed by an optional space, then a pound character
-(#) and one or more digits, into a link with the text 'PR #' followed by the
-digits::
-
-    issue_pat = (pullrequest|pull request|PR) ?#(\d+)
-    issue_server_link = https://issues.example.com/\2
-    issue_sub = PR #\2
-
-The following example demonstrates how to require whitespace before the issue
-reference in order for it to be recognized, such that the text ``issue#123`` will
-not cause a match, but ``issue #123`` will::
-
-    issue_pat = (?:^|(?<=\s))#(\d+)
-    issue_server_link = https://issues.example.com/\1
-    issue_sub =
-
-If needed, more than one pattern can be specified by appending a unique suffix to
-the variables. For example, also demonstrating the use of named groups::
-
-    issue_pat_wiki = wiki-(?P<pagename>\S+)
-    issue_server_link_wiki = https://wiki.example.com/\g<pagename>
-    issue_sub_wiki = WIKI-\g<pagename>
-
-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>
-
-Refer to the `Python regular expression documentation`_ for more details about
-the supported syntax in ``issue_pat``, ``issue_server_link`` and ``issue_sub``.
-
-
-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.
-
-The Mercurial encoding is configurable as ``hgencoding``. It is similar to
-setting the ``HGENCODING`` environment variable, but will override it.
-
-
-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::
-
- gearbox celeryd -c <configfile.ini>
-
-Extra options to the Celery worker can be passed after ``--`` - see ``-- -h``
-for more info.
-
-.. 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 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 /PREFIX >
-      ProxyPass http://127.0.0.1:5000/PREFIX
-      ProxyPassReverse http://127.0.0.1:5000/PREFIX
-      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 = /PREFIX
-
-then change ``PREFIX`` 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['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/
-.. _Python regular expression documentation: https://docs.python.org/2/library/re.html
-.. _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

docs/index.rst

@@ -1,90 +1,91 b''
 .. _index:
 
 #######################
 Kallithea Documentation
 #######################
 
 * :ref:`genindex`
 * :ref:`search`
 
 
 Readme
 ******
 
 .. toctree::
    :maxdepth: 1
 
    readme
 
 
 Administrator guide
 *******************
 
 **Installation and upgrade**
 
 .. toctree::
    :maxdepth: 1
 
    overview
    installation
    installation_win
    installation_win_old
    installation_iis
    installation_puppet
    upgrade
 
 **Setup and configuration**
 
 .. toctree::
    :maxdepth: 1
 
    setup
+   administrator_guide/auth
    administrator_guide/vcs_setup
    usage/email
    usage/customization
 
 **Maintenance**
 
 .. toctree::
    :maxdepth: 1
 
    usage/backup
    usage/performance
    usage/debugging
    usage/troubleshooting
 
 
 User guide
 **********
 
 .. toctree::
    :maxdepth: 1
 
    usage/general
    usage/vcs_notes
    usage/locking
    usage/statistics
    api/api
 
 
 Developer guide
 ***************
 
 .. toctree::
    :maxdepth: 1
 
    contributing
    dev/translation
    dev/dbmigrations
 
 
 .. _virtualenv: http://pypi.python.org/pypi/virtualenv
 .. _python: http://www.python.org/
 .. _django: http://www.djangoproject.com/
 .. _mercurial: https://www.mercurial-scm.org/
 .. _bitbucket: http://bitbucket.org/
 .. _subversion: http://subversion.tigris.org/
 .. _git: http://git-scm.com/
 .. _celery: http://celeryproject.org/
 .. _Sphinx: http://sphinx.pocoo.org/
 .. _vcs: http://pypi.python.org/pypi/vcs

docs/setup.rst

@@ -1,950 +1,599 b''
 .. _setup:
 
 =====
 Setup
 =====
 
 
 Preparing front-end
 -------------------
 
 Temporarily, in the current Kallithea version, some extra steps are required to
 build front-end files:
 
 Find the right ``kallithea/public/less`` path with::
 
     python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"
 
 Then run::
 
     npm install
     npm run less
 
 
 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
 settings, and logging. Extra settings can be specified like::
 
     gearbox make-config my.ini host=8.8.8.8 "[handler_console]" formatter=color_formatter
 
 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=[e-mail] --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://[e-mail]/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://whoosh.readthedocs.io/en/latest/
 
 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
-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 = "ldaps://server.mydomain.com:636"
-    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.
 
 This is achieved with following three variables in the ini file::
 
     issue_pat = #(\d+)
     issue_server_link = https://issues.example.com/{repo}/issue/\1
     issue_sub =
 
 ``issue_pat`` is the regular expression describing which strings in
 commit messages will be treated as issue references. The expression can/should
 have one or more parenthesized groups that can later be referred to in
 ``issue_server_link`` and ``issue_sub`` (see below). If you prefer, named groups
 can be used instead of simple parenthesized groups.
 
 If the pattern should only match if it is preceded by whitespace, add the
 following string before the actual pattern: ``(?:^|(?<=\s))``.
 If the pattern should only match if it is followed by whitespace, add the
 following string after the actual pattern: ``(?:$|(?=\s))``.
 These expressions use lookbehind and lookahead assertions of the Python regular
 expression module to avoid the whitespace to be part of the actual pattern,
 otherwise the link text will also contain that whitespace.
 
 Matched issue references are replaced with the link specified in
 ``issue_server_link``, in which any backreferences are resolved. Backreferences
 can be ``\1``, ``\2``, ... or for named groups ``\g<groupname>``.
 The special token ``{repo}`` is replaced with the full repository path
 (including repository groups), while token ``{repo_name}`` is replaced with the
 repository name (without repository groups).
 
 The link text is determined by ``issue_sub``, which can be a string containing
 backreferences to the groups specified in ``issue_pat``. If ``issue_sub`` is
 empty, then the text matched by ``issue_pat`` is used verbatim.
 
 The example settings shown above match issues in the format ``#<number>``.
 This will cause the text ``#300`` to be transformed into a link:
 
 .. code-block:: html
 
   <a href="https://issues.example.com/example_repo/issue/300">#300</a>
 
 The following example transforms a text starting with either of 'pullrequest',
 'pull request' or 'PR', followed by an optional space, then a pound character
 (#) and one or more digits, into a link with the text 'PR #' followed by the
 digits::
 
     issue_pat = (pullrequest|pull request|PR) ?#(\d+)
     issue_server_link = https://issues.example.com/\2
     issue_sub = PR #\2
 
 The following example demonstrates how to require whitespace before the issue
 reference in order for it to be recognized, such that the text ``issue#123`` will
 not cause a match, but ``issue #123`` will::
 
     issue_pat = (?:^|(?<=\s))#(\d+)
     issue_server_link = https://issues.example.com/\1
     issue_sub =
 
 If needed, more than one pattern can be specified by appending a unique suffix to
 the variables. For example, also demonstrating the use of named groups::
 
     issue_pat_wiki = wiki-(?P<pagename>\S+)
     issue_server_link_wiki = https://wiki.example.com/\g<pagename>
     issue_sub_wiki = WIKI-\g<pagename>
 
 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>
 
 Refer to the `Python regular expression documentation`_ for more details about
 the supported syntax in ``issue_pat``, ``issue_server_link`` and ``issue_sub``.
 
 
 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.
 
 The Mercurial encoding is configurable as ``hgencoding``. It is similar to
 setting the ``HGENCODING`` environment variable, but will override it.
 
 
 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::
 
  gearbox celeryd -c <configfile.ini>
 
 Extra options to the Celery worker can be passed after ``--`` - see ``-- -h``
 for more info.
 
 .. 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:
+
 
 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:
+
 
 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 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_subdirectory:
+
 
 Apache as subdirectory
 ----------------------
 
 Apache subdirectory part:
 
 .. code-block:: apache
 
     <Location /PREFIX >
       ProxyPass http://127.0.0.1:5000/PREFIX
       ProxyPassReverse http://127.0.0.1:5000/PREFIX
       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 = /PREFIX
 
 then change ``PREFIX`` into your chosen prefix
 
+.. _apache_mod_wsgi:
+
 
 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['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/
 .. _Python regular expression documentation: https://docs.python.org/2/library/re.html
 .. _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