.. _overview:

=====================
Installation overview
=====================

Some overview and some details that can help understanding the options when
installing Kallithea.

1. **Prepare environment and external dependencies.**
    Kallithea needs:

    * A filesystem where the Mercurial and Git repositories can be stored.
    * A database where meta data can be stored.
    * A Python environment where the Kallithea application and its dependencies
      can be installed.
    * A web server that can host the Kallithea web application using the WSGI
      API.

2. **Install Kallithea software.**
    This makes the ``kallithea-cli`` command line tool available.

3. **Prepare front-end files**
    Some front-end files must be fetched or created using ``npm`` and ``node``
    tooling so they can be served to the client as static files.

4. **Create low level configuration file.**
    Use ``kallithea-cli config-create`` to create a ``.ini`` file with database
    connection info, mail server information, configuration for the specified
    web server, etc.

5. **Populate the database.**
    Use ``kallithea-cli db-create`` with the ``.ini`` file to create the
    database schema and insert the most basic information: the location of the
    repository store and an initial local admin user.

6. **Configure the web server.**
    The web server must invoke the WSGI entrypoint for the Kallithea software
    using the ``.ini`` file (and thus the database). This makes the web
    application available so the local admin user can log in and tweak the
    configuration further.

7. **Configure users.**
    The initial admin user can create additional local users, or configure how
    users can be created and authenticated from other user directories.

See the subsequent sections, the separate OS-specific instructions, and
:ref:`setup` for details on these steps.


File system location
--------------------

Kallithea can be installed in many different ways. The main parts are:

- A location for the Kallithea software and its dependencies. This includes
  the Python code, template files, and front-end code. After installation, this
  will be read-only (except when upgrading).

- A location for the ``.ini`` configuration file that tells the Kallithea
  instance which database to use (and thus also the repository location).
  After installation, this will be read-only (except when upgrading).

- A location for various data files and caches for the Kallithea instance. This
  is by default in a ``data`` directory next to the ``.ini`` file. This will
  have to be writable by the running Kallithea service.

- A database. The ``.ini`` file specifies which database to use. The database
  will be a separate service and live elsewhere in the filesystem if using
  PostgreSQL or MariaDB/MySQL. If using SQLite, it will by default live next to
  the ``.ini`` file, as ``kallithea.db``.

- A location for the repositories that are hosted by this Kallithea instance.
  This will have to be writable by the running Kallithea service. The path to
  this location will be configured in the database.

For production setups, one recommendation is to use ``/srv/kallithea`` for the
``.ini`` and ``data``, place the virtualenv in ``venv``, and use a Kallithea
clone in ``kallithea``. Create a ``kallithea`` user, let it own
``/srv/kallithea``, and run as that user when installing.

For simple setups, it is fine to just use something like a ``kallithea`` user
with home in ``/home/kallithea`` and place everything there.

For experiments, it might be convenient to run everything as yourself and work
inside a clone of Kallithea, with the ``.ini`` and SQLite database in the root
of the clone, and a virtualenv in ``venv``.


Python environment
------------------

**Kallithea** is written entirely in Python_ and requires Python version
3.9 or higher.

Given a Python installation, there are different ways of providing the
environment for running Python applications. Each of them pretty much
corresponds to a ``site-packages`` directory somewhere where packages can be
installed.

Kallithea itself can be run from source or be installed, but even when running
from source, there are some dependencies that must be installed in the Python
environment used for running Kallithea.

- Packages *could* be installed in Python's ``site-packages`` directory ... but
  that would require running pip_ as root and it would be hard to uninstall or
  upgrade and is probably not a good idea unless using a package manager.

- Packages could also be installed in ``~/.local`` ... but that is probably
  only a good idea if using a dedicated user per application or instance.

- Finally, it can be installed in a virtualenv. That is a very lightweight
  "container" where each Kallithea instance can get its own dedicated and
  self-contained virtual environment.

We recommend using virtualenv for installing Kallithea.


Locale environment
------------------

In order to ensure a correct functioning of Kallithea with respect to non-ASCII
characters in user names, file paths, commit messages, etc., it is very
important that Kallithea is run with a correct `locale` configuration.

On Unix, environment variables like ``LANG`` or ``LC_ALL`` can specify a language (like
``en_US``) and encoding (like ``UTF-8``) to use for code points outside the ASCII
range. The flexibility of supporting multiple encodings of Unicode has the flip
side of having to specify which encoding to use - especially for Mercurial.

It depends on the OS distribution and system configuration which locales are
available. For example, some Docker containers based on Debian default to only
supporting the ``C`` language, while other Linux environments have ``en_US`` but not
``C``. The ``locale -a`` command will show which values are available on the
current system. Regardless of the actual language, you should normally choose a
locale that has the ``UTF-8`` encoding (note that spellings ``utf8``, ``utf-8``,
``UTF8``, ``UTF-8`` are all referring to the same thing)

For technical reasons, the locale configuration **must** be provided in the
environment in which Kallithea runs - it cannot be specified in the ``.ini`` file.
How to practically do this depends on the web server that is used and the way it
is started. For example, gearbox is often started by a normal user, either
manually or via a script. In this case, the required locale environment
variables can be provided directly in that user's environment or in the script.
However, web servers like Apache are often started at boot via an init script or
service file. Modifying the environment for this case would thus require
root/administrator privileges. Moreover, that environment would dictate the
settings for all web services running under that web server, Kallithea being
just one of them. Specifically in the case of Apache with ``mod_wsgi``, the
locale can be set for a specific service in its ``WSGIDaemonProcess`` directive,
using the ``lang`` parameter.


Installation methods
--------------------

Kallithea must be installed on a server. Kallithea is installed in a Python
environment so it can use packages that are installed there and make itself
available for other packages.

Two different cases will pretty much cover the options for how it can be
installed.

- The Kallithea source repository can be cloned and used -- it is kept stable and
  can be used in production. The Kallithea maintainers use the development
  branch in production. The advantage of installation from source and regularly
  updating it is that you take advantage of the most recent improvements. Using
  it directly from a DVCS also means that it is easy to track local customizations.

  Running ``pip install -e .`` in the source will use pip to install the
  necessary dependencies in the Python environment and create a
  ``.../site-packages/Kallithea.egg-link`` file there that points at the Kallithea
  source.

- Kallithea can also be installed from ready-made packages using a package manager.
  The official released versions are available on PyPI_ and can be downloaded and
  installed with all dependencies using ``pip install kallithea``.

  With this method, Kallithea is installed in the Python environment as any
  other package, usually as a ``.../site-packages/Kallithea-X-py3.8.egg/``
  directory with Python files and everything else that is needed.

  (``pip install kallithea`` from a source tree will do pretty much the same
  but build the Kallithea package itself locally instead of downloading it.)

.. note::
   Kallithea includes front-end code that needs to be processed to prepare
   static files that can be served at run time and used on the client side. The
   tool npm_ is used to download external dependencies and orchestrate the
   processing. The ``npm`` binary must thus be available at install time but is
   not used at run time.


Web server
----------

Kallithea is (primarily) a WSGI_ application that must be run from a web
server that serves WSGI applications over HTTP.

Kallithea itself is not serving HTTP (or HTTPS); that is the web server's
responsibility. Kallithea does however need to know its own user facing URL
(protocol, address, port and path) for each HTTP request. Kallithea will
usually use its own HTML/cookie based authentication but can also be configured
to use web server authentication.

There are several web server options:

- Kallithea uses the Gearbox_ tool as command line interface. Gearbox provides
  ``gearbox serve`` as a convenient way to launch a Python WSGI / web server
  from the command line. That is perfect for development and evaluation.
  Actual use in production might have different requirements and need extra
  work to make it manageable as a scalable system service.

  Gearbox comes with its own built-in web server for development but Kallithea
  defaults to using Waitress_. Gunicorn_ and Gevent_ are also options. These
  web servers have different limited feature sets.

  The web server used by ``gearbox serve`` is configured in the ``.ini`` file.
  Create it with ``config-create`` using for example ``http_server=waitress``
  to get a configuration starting point for your choice of web server.

  (Gearbox will do like ``paste`` and use the WSGI application entry point
  ``kallithea.config.application:make_app`` as specified in ``setup.py``.)

- `Apache httpd`_ can serve WSGI applications directly using mod_wsgi_ and a
  simple Python file with the necessary configuration. This is a good option if
  Apache is an option.

- uWSGI_ is also a full web server with built-in WSGI module. Use
  ``config-create`` with ``http_server=uwsgi`` to get a ``.ini`` file with
  uWSGI configuration.

- IIS_ can also server WSGI applications directly using isapi-wsgi_.

- A `reverse HTTP proxy <https://en.wikipedia.org/wiki/Reverse_proxy>`_
  can be put in front of another web server which has WSGI support.
  Such a layered setup can be complex but might in some cases be the right
  option, for example to standardize on one internet-facing web server, to add
  encryption or special authentication or for other security reasons, to
  provide caching of static files, or to provide load balancing or fail-over.
  Nginx_, Varnish_ and HAProxy_ are often used for this purpose, often in front
  of a ``gearbox serve`` that somehow is wrapped as a service.

The best option depends on what you are familiar with and the requirements for
performance and stability. Also, keep in mind that Kallithea mainly is serving
dynamically generated pages from a relatively slow Python process. Kallithea is
also often used inside organizations with a limited amount of users and thus no
continuous hammering from the internet.

.. note::
   Kallithea, the libraries it uses, and Python itself do in several places use
   simple caching in memory. Caches and memory are not always released in a way
   that is suitable for long-running processes. They might appear to be leaking
   memory. The worker processes should thus regularly be restarted - for
   example after 1000 requests and/or one hour. This can usually be done by the
   web server or the tool used for running it as a system service.


.. _Python: http://www.python.org/
.. _Gunicorn: http://gunicorn.org/
.. _Gevent: http://www.gevent.org/
.. _Waitress: https://docs.pylonsproject.org/projects/waitress/
.. _Gearbox: https://turbogears.readthedocs.io/en/latest/turbogears/gearbox.html
.. _PyPI: https://pypi.python.org/pypi
.. _Apache httpd: http://httpd.apache.org/
.. _mod_wsgi: https://modwsgi.readthedocs.io/
.. _isapi-wsgi: https://github.com/hexdump42/isapi-wsgi
.. _uWSGI: https://uwsgi-docs.readthedocs.io/
.. _nginx: http://nginx.org/en/
.. _iis: http://en.wikipedia.org/wiki/Internet_Information_Services
.. _pip: http://en.wikipedia.org/wiki/Pip_%28package_manager%29
.. _WSGI: http://en.wikipedia.org/wiki/Web_Server_Gateway_Interface
.. _HAProxy: http://www.haproxy.org/
.. _Varnish: https://www.varnish-cache.org/
.. _npm: https://www.npmjs.com/
