Note: In an advanced setup, in order for your ssh access to use the same

permissions as set up via the RhodeCode web interface, you can create an

authentication hook to connect to the rhodecode db and runs check functions for

permissions against that.

Setting up Whoosh full text search

----------------------------------

Starting from version 1.1 the whoosh index can be build by using the paster

command ``make-index``. To use ``make-index`` you must specify the configuration

file that stores the location of the index. You may specify the location of the 

repositories (`--repo-location`).  If not specified, this value is retrieved 

from the RhodeCode 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,rhodecode

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/rhodecode/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

-----------------------

RhodeCode starting from version 1.1 supports ldap authentication. In order

to use LDAP, you have to install the python-ldap_ package. This package is 

available via pypi, so you can install it by running

using easy_install::

    easy_install python-ldap

using pip::

    pip install python-ldap

.. note::

   python-ldap requires some certain libs on your system, so before installing 

   it check that you have at least `openldap`, and `sasl` libraries.

LDAP settings are located in admin->ldap section,

Here's a typical ldap setup::

 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

.. _enable_ldap:

Enable LDAP : required

    Whether to use LDAP for authenticating users.

.. _ldap_host:

Host : required

    LDAP server hostname or IP address.

.. _Port:

Port : required

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

.. _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

    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:

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:

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 RhodeCode.  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 RhodeCode with ldap accounts.  At this

time user information is copied from LDAP into the RhodeCode user database.

This means that updates of an LDAP user object may not be reflected as a

user update in RhodeCode.

If You have problems with LDAP access and believe You entered correct

information check out the RhodeCode logs, any error messages sent from LDAP

will be saved there.

Active Directory

''''''''''''''''

RhodeCode 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

 E-mail Attribute     = mail

All other LDAP settings will likely be site-specific and should be

appropriately configured.

Authentication by container or reverse-proxy

--------------------------------------------

Starting with version 1.3, RhodeCode 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 RhodeCode, 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

RhodeCode according to its settings.

When a user logs in for the first time using these authentication methods,

a matching user account is created in RhodeCode with default permissions. An

administrator can then modify it using RhodeCode'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.

Container-based authentication

''''''''''''''''''''''''''''''

In a container-based authentication setup, RhodeCode reads the user name from

the ``REMOTE_USER`` server variable provided by the WSGI container.

After setting up your container (see `Apache's WSGI config`_), you'd need

to configure it to require authentication on the location configured for

RhodeCode.

In order for RhodeCode to start using the provided username, you should set the

following in the [app:main] section of your .ini file::

    container_auth_enabled = true

Proxy pass-through authentication

'''''''''''''''''''''''''''''''''

In a proxy pass-through authentication setup, RhodeCode 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'd 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::

    <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 "RhodeCode authentication"

      AuthUserFile /home/web/rhodecode/.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> 

In order for RhodeCode to start using the forwarded username, you should set

the following in the [app:main] section of your .ini file::

    proxypass_auth_enabled = true

.. 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.

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 *rhodecode.lib.hooks*. 

Setting Up Celery

-----------------

Since version 1.1 celery is configured by the rhodecode ini configuration files.

Simply set use_celery=true in the ini file then add / change the configuration 

variables inside the ini file.

Remember that the ini files use the format with '.' not with '_' like celery.

So for example setting `BROKER_HOST` in celery means setting `broker.host` in

the config file.

In order to start using celery run::

 paster celeryd <configfile.ini>

.. note::

   Make sure you run this command from the same virtualenv, and with the same 

   user that rhodecode runs.

HTTPS support

-------------

There are two ways to enable https:

- Set HTTP_X_URL_SCHEME in your http server headers, than rhodecode will

  recognize this headers and make proper https redirections

- Alternatively, change the `force_https = true` flag in the ini configuration 

  to force using https, no headers are needed than to enable https

Nginx virtual host example

--------------------------

Sample config for nginx using proxy::

    server {

       listen          80;

       server_name     hg.myserver.com;

       access_log      /var/log/nginx/rhodecode.access.log;

       error_log       /var/log/nginx/rhodecode.error.log;

       location / {

       }

    }  

Here's the proxy.conf. It's tuned so it will not timeout on long

pushes or large pushes::

    proxy_redirect              off;

    proxy_set_header            Host $host;

    proxy_set_header            X-Host $http_host;

    proxy_set_header            X-Real-IP $remote_addr;

    proxy_set_header            X-Forwarded-For $proxy_add_x_forwarded_for;

    proxy_set_header            Proxy-host $proxy_host;

    client_max_body_size        400m;

    client_body_buffer_size     128k;

    proxy_buffering             off;

    proxy_connect_timeout       7200;

    proxy_send_timeout          7200;

    proxy_read_timeout          7200;

    proxy_buffers               8 32k;

Also, when using root path with nginx you might set the static files to false

in the production.ini file::

    [app:main]

      use = egg:rhodecode

      full_stack = true

      static_files = false

      lang=en

      cache_dir = %(here)s/data

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

Apache virtual host 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

            #rhodecode instance

            ProxyPass / http://127.0.0.1:5000/

            ProxyPassReverse / http://127.0.0.1:5000/

            #to enable https use line below

            #SetEnvIf X-Url-Scheme https HTTPS=1

    </VirtualHost> 

Additional tutorial

http://wiki.pylonshq.com/display/pylonscookbook/Apache+as+a+reverse+proxy+for+Pylons

Apache as subdirectory

----------------------

Apache subdirectory part::

    <Location /<someprefix> >

      ProxyPass http://127.0.0.1:5000/<someprefix>

      ProxyPassReverse http://127.0.0.1:5000/<someprefix>

      SetEnvIf X-Url-Scheme https HTTPS=1

    </Location> 

Besides the regular apache setup you will need to add the following 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 choosen prefix

Apache's WSGI config

--------------------

Alternatively, RhodeCode 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 RhodeCode

  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 user=www-data group=www-data processes=1 \

        threads=4 \

        python-path=/home/web/rhodecode/pyenv/lib/python2.6/site-packages

    WSGIScriptAlias / /home/web/rhodecode/dispatch.wsgi

Example wsgi dispatch script::

    import os

    os.environ["HGENCODING"] = "UTF-8"

    os.environ['PYTHON_EGG_CACHE'] = '/home/web/rhodecode/.egg-cache'

    # sometimes it's needed to set the curent dir

    os.chdir('/home/web/rhodecode/') 

    import site

    site.addsitedir("/home/web/rhodecode/pyenv/lib/python2.6/site-packages")

    from paste.deploy import loadapp

    from paste.script.util.logging_config import fileConfig

    fileConfig('/home/web/rhodecode/production.ini')

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

Note: when using mod_wsgi you'll need to install the same version of

Mercurial that's inside RhodeCode's virtualenv also on the system's Python

environment.

Other configuration files

-------------------------

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

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

Troubleshooting

---------------

:Q: **Missing static files?**

:A: Make sure either to set the `static_files = true` in the .ini file or

   double check the root path for your http setup. It should point to 

   for example:

   /home/my-virtual-python/lib/python2.6/site-packages/rhodecode/public

| 

:Q: **Can't install celery/rabbitmq**

:A: Don't worry RhodeCode works without them too. No extra setup is required.

|

:Q: **Long lasting push timeouts?**

:A: Make sure you set a longer timeouts in your proxy/fcgi settings, timeouts

    are caused by https server and not RhodeCode.

| 

:Q: **Large pushes timeouts?**

:A: Make sure you set a proper max_body_size for the http server.

|

:Q: **Apache doesn't pass basicAuth on pull/push?**

:A: Make sure you added `WSGIPassAuthorization true`.

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

`google group rhodecode`_

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

.. _python: http://www.python.org/

.. _mercurial: http://mercurial.selenic.com/

.. _celery: http://celeryproject.org/

.. _rabbitmq: http://www.rabbitmq.com/

.. _python-ldap: http://www.python-ldap.org/

.. _mercurial-server: http://www.lshift.net/mercurial-server.html

.. _PublishingRepositories: http://mercurial.selenic.com/wiki/PublishingRepositories

.. _Issues tracker: https://bitbucket.org/marcinkuzminski/rhodecode/issues

.. _google group rhodecode: http://groups.google.com/group/rhodecode