Setting up Kallithea

First, you will need to create a Kallithea configuration file. Run the following command to do this:

paster make-config Kallithea production.ini

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

Next, you need to create the databases used by Kallithea. I recommend that you use postgresql or sqlite (default). 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. Kallithea currently supports postgresql, sqlite and mysql databases. Create the database by running the following command:

paster setup-db production.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.

setup process can be fully automated, example for lazy:

paster setup-db production.ini --user=nn --password=secret --email=nn@your.kallithea.server --repos=/home/nn/my_repos

• The setup-db 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 Kallithea 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 Kallithea 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 Kallithea, to run it simply execute:

paster serve production.ini

• This command runs the Kallithea 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-db 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

Optionally users can create rcextensions package that extends Kallithea functionality. To do this simply execute:

paster make-rcext production.ini

This will create rcextensions package in the same place that your ini file lives. With rcextensions it's possible to add additional mapping for whoosh, stats and add additional code into the push/pull/create/delete repo hooks. For example for sending signals to build-bots such as jenkins. Please see the __init__.py file inside rcextensions package for more details.

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 that 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 /home/hg and the repository you are using is named kallithea, then to clone via ssh you should run:

hg clone ssh://user@server.com/home/hg/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 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. You may specify the location of the repositories (--repo-location). If not specified, this value is retrieved from the Kallithea database. This was required prior to 1.2. Starting from version 1.2 it is also possible to specify a comma separated list of repositories (--index-only) to build index only on chooses repositories skipping any other found in repos 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

For a full index rebuild use:

paster make-index production.ini -f

building index just for chosen repositories is possible with such command:

paster make-index production.ini --index-only=vcs,kallithea

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 make-index /path/to/kallithea/production.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 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

Kallithea 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

using easy_install:

easy_install python-ldap

using pip:

pip install python-ldap

LDAP settings are located in admin->ldap section,

Here's a typical ldap setup:

Connection settings
Enable LDAP          = checked
Host                 = host.example.org
Port                 = 389
Account              = <account>
Password             = <password>
Connection Security  = LDAPS connection
Certificate Checks   = DEMAND

Search settings
Base DN              = CN=users,DC=host,DC=example,DC=org
LDAP Filter          = (&(objectClass=user)(!(objectClass=computer)))
LDAP Search Scope    = SUBTREE

Attribute mappings
Login Attribute      = uid
First Name Attribute = firstName
Last Name Attribute  = lastName
E-mail Attribute     = mail

If your user groups are placed in a 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 : required

Whether to use LDAP for authenticating users.

Host : required

LDAP server hostname or IP address. Can be also a comma separated list of servers to support LDAP fail-over.

Port : required

389 for un-encrypted LDAP, 636 for SSL-encrypted LDAP.

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.

Password : optional

Only required if the LDAP server does not allow anonymous browsing of records.

Connection Security : required

Defines the connection to LDAP server

No encryption

Plain non encrypted connection

LDAPS connection

Enable ldaps connection. It will likely require Port to be set to a different value (standard LDAPS port is 636). When LDAPS is enabled then Certificate Checks is required.

START_TLS on LDAP connection

START TLS connection

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 while the other options are susceptible to man-in-the-middle attacks. SSL certificates can be installed to /etc/openldap/cacerts so that the DEMAND or HARD options can be used with self-signed certificates or certificates that do not have traceable certificates of authority.

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.

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 : 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 : 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 : 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))

First Name Attribute : required

The LDAP record attribute which represents the user's first name.

Last Name Attribute : required

The LDAP record attribute which represents the user's last name.

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.

Base DN              = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local
Login Attribute      = sAMAccountName
First Name Attribute = givenName
Last Name Attribute  = sn
E-mail Attribute     = mail

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/Nginx/etc) authenticated 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.

<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 /home/web/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>

Integration with Issue trackers

Kallithea provides a simple integration with issue trackers. It's possible to define a regular expression that will fetch issue id stored in commit messages and replace that with an url to this issue. To enable this simply uncomment following variables in the ini file:

issue_pat = (?:^#|\s#)(\w+)
issue_server_link = https://myissueserver.com/{repo}/issue/{id}
issue_prefix = #

issue_pat is the regular expression describing which strings in commit messages will be treated as issue references. A match group in parentheses should be used to specify the actual issue id.

The default expression matches issues in the format '#<number>', e.g. '#300'.

Matched issues are replaced with the link specified as issue_server_link {id} is replaced with issue id, and {repo} with repository name. Since the # is stripped away, issue_prefix is prepended to the link text. issue_prefix doesn't necessarily need to be #: if you set issue prefix to ISSUE- this will generate a URL in format:

<a href="https://myissueserver.com/example_repo/issue/300">ISSUE-300</a>

If needed, more than one pattern can be specified by appending a unique suffix to the variables. For example:

issue_pat_wiki = (?:wiki-)(.+)
issue_server_link_wiki = https://mywiki.com/{id}
issue_prefix_wiki = WIKI-

With these settings, wiki pages can be referenced as wiki-some-id, and every such reference will be transformed into:

<a href="https://mywiki.com/some-id">WIKI-some-id</a>

Hook management

Hooks can be managed in similar way to this used in .hgrc files. To access hooks setting click advanced setup on Hooks section of Mercurial Settings in Admin.

There are 4 built in hooks that cannot be changed (only enable/disable by checkboxes on previos section). To add another custom hook simply fill in first section with <name>.<hook_type> and the second one with hook path. Example hooks can be found at kallithea.lib.hooks.

Changing default encoding

By default Kallithea uses utf8 encoding, starting from 1.3 series this can be changed, simply edit default_encoding in .ini file to desired one. This affects many parts in Kallithea including committers names, filenames, encoding of commit messages. In addition Kallithea can detect if chardet library is installed. If chardet is detected Kallithea will fallback to it when there are encode/decode errors.

Setting Up Celery

Since version 1.1 celery is configured by the Kallithea 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>

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 HTTP_X_URL_SCHEME, HTTP_X_FORWARDED_SCHEME or HTTP_X_FORWARDED_PROTO HTTP header (default 'http').
• With force_https = true the default will be 'https'.
• With use_htsts = true, it will set Strict-Transport-Security when using https.

Nginx virtual host example

Sample config for nginx using proxy:

upstream rc {
    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.myserver.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://your.kallithea.server/_admin/gists/$1;
   rewrite (.*)    https://your.kallithea.server/_admin/gists;
}

server {
   listen          443;
   server_name     your.kallithea.server;
   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 /path/to/installation/kallithea/public;
   include         /etc/nginx/proxy.conf;
   location / {
        try_files $uri @rhode;
   }

   location @rhode {
        proxy_pass      http://rc;
   }

}

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:

<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

        #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://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 line into [app:main] section of your .ini file:

filter-with = proxy-prefix

Add the following at the end of the .ini file:

[filter:proxy-prefix]
use = egg:PasteDeploy#prefix
prefix = /<someprefix>

then change <someprefix> into your chosen prefix

Apache's WSGI config

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
  

• Create a wsgi dispatch script, like the one below. Make sure you check 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:

WSGIDaemonProcess pylons \
    threads=4 \
    python-path=/home/web/kallithea/pyenv/lib/python2.7/site-packages
WSGIScriptAlias / /home/web/kallithea/dispatch.wsgi
WSGIPassAuthorization On

Example wsgi dispatch script:

import os
os.environ["HGENCODING"] = "UTF-8"
os.environ['PYTHON_EGG_CACHE'] = '/home/web/kallithea/.egg-cache'

# sometimes it's needed to set the curent dir
os.chdir('/home/web/kallithea/')

import site
site.addsitedir("/home/web/kallithea/pyenv/lib/python2.7/site-packages")

from paste.deploy import loadapp
from paste.script.util.logging_config import fileConfig

fileConfig('/home/web/kallithea/production.ini')
application = loadapp('config:/home/web/kallithea/production.ini')

Note: when using mod_wsgi you'll need to install the same version of Mercurial that's inside Kallithea's virtualenv also on the system's Python environment.

Other configuration files

Some example init.d scripts can be found in init.d directory:

https://kallithea-scm.org/repos/kallithea/files/tip/init.d/