Mercurial > hgbook
annotate en/ch06-collab.xml @ 659:dbe91bb622d8
Small grammatical fix (does not requires -> does not require)
author | Jon Parise <jon@indelible.org> |
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date | Thu, 19 Feb 2009 20:49:46 -0800 |
parents | b90b024729f1 |
children | 21c62e09b99f |
rev | line source |
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1 <!-- vim: set filetype=docbkxml shiftwidth=2 autoindent expandtab tw=77 : --> |
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2 |
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3 <chapter id="cha:collab"> |
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4 <title>Collaborating with other people</title> |
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5 |
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6 <para>As a completely decentralised tool, Mercurial doesn't impose |
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7 any policy on how people ought to work with each other. However, |
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8 if you're new to distributed revision control, it helps to have |
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9 some tools and examples in mind when you're thinking about |
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10 possible workflow models.</para> |
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11 |
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12 <sect1> |
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13 <title>Mercurial's web interface</title> |
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14 |
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15 <para>Mercurial has a powerful web interface that provides several |
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16 useful capabilities.</para> |
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17 |
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18 <para>For interactive use, the web interface lets you browse a |
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19 single repository or a collection of repositories. You can view |
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20 the history of a repository, examine each change (comments and |
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21 diffs), and view the contents of each directory and file.</para> |
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22 |
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23 <para>Also for human consumption, the web interface provides an |
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24 RSS feed of the changes in a repository. This lets you |
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25 <quote>subscribe</quote> to a repository using your favourite |
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26 feed reader, and be automatically notified of activity in that |
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27 repository as soon as it happens. I find this capability much |
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28 more convenient than the model of subscribing to a mailing list |
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29 to which notifications are sent, as it requires no additional |
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30 configuration on the part of whoever is serving the |
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31 repository.</para> |
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32 |
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33 <para>The web interface also lets remote users clone a repository, |
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34 pull changes from it, and (when the server is configured to |
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35 permit it) push changes back to it. Mercurial's HTTP tunneling |
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36 protocol aggressively compresses data, so that it works |
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37 efficiently even over low-bandwidth network connections.</para> |
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38 |
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39 <para>The easiest way to get started with the web interface is to |
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40 use your web browser to visit an existing repository, such as |
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41 the master Mercurial repository at <ulink |
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42 url="http://www.selenic.com/repo/hg?style=gitweb">http://www.selenic.com/repo/hg?style=gitweb</ulink>.</para> |
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43 |
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44 <para>If you're interested in providing a web interface to your |
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45 own repositories, Mercurial provides two ways to do this. The |
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46 first is using the <command role="hg-cmd">hg serve</command> |
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47 command, which is best suited to short-term |
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48 <quote>lightweight</quote> serving. See section <xref |
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49 linkend="sec:collab:serve"/> below for details of how to use |
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50 this command. If you have a long-lived repository that you'd |
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51 like to make permanently available, Mercurial has built-in |
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52 support for the CGI (Common Gateway Interface) standard, which |
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53 all common web servers support. See section <xref |
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54 linkend="sec:collab:cgi"/> for details of CGI |
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55 configuration.</para> |
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56 |
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57 </sect1> |
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58 <sect1> |
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59 <title>Collaboration models</title> |
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60 |
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61 <para>With a suitably flexible tool, making decisions about |
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62 workflow is much more of a social engineering challenge than a |
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63 technical one. Mercurial imposes few limitations on how you can |
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64 structure the flow of work in a project, so it's up to you and |
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65 your group to set up and live with a model that matches your own |
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66 particular needs.</para> |
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67 |
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68 <sect2> |
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69 <title>Factors to keep in mind</title> |
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70 |
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71 <para>The most important aspect of any model that you must keep |
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72 in mind is how well it matches the needs and capabilities of |
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73 the people who will be using it. This might seem |
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74 self-evident; even so, you still can't afford to forget it for |
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75 a moment.</para> |
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76 |
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77 <para>I once put together a workflow model that seemed to make |
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78 perfect sense to me, but that caused a considerable amount of |
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79 consternation and strife within my development team. In spite |
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80 of my attempts to explain why we needed a complex set of |
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81 branches, and how changes ought to flow between them, a few |
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82 team members revolted. Even though they were smart people, |
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83 they didn't want to pay attention to the constraints we were |
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84 operating under, or face the consequences of those constraints |
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85 in the details of the model that I was advocating.</para> |
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86 |
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87 <para>Don't sweep foreseeable social or technical problems under |
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88 the rug. Whatever scheme you put into effect, you should plan |
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89 for mistakes and problem scenarios. Consider adding automated |
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90 machinery to prevent, or quickly recover from, trouble that |
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91 you can anticipate. As an example, if you intend to have a |
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92 branch with not-for-release changes in it, you'd do well to |
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93 think early about the possibility that someone might |
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94 accidentally merge those changes into a release branch. You |
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95 could avoid this particular problem by writing a hook that |
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96 prevents changes from being merged from an inappropriate |
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97 branch.</para> |
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98 |
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99 </sect2> |
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100 <sect2> |
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101 <title>Informal anarchy</title> |
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102 |
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103 <para>I wouldn't suggest an <quote>anything goes</quote> |
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104 approach as something sustainable, but it's a model that's |
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105 easy to grasp, and it works perfectly well in a few unusual |
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106 situations.</para> |
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107 |
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108 <para>As one example, many projects have a loose-knit group of |
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109 collaborators who rarely physically meet each other. Some |
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110 groups like to overcome the isolation of working at a distance |
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111 by organising occasional <quote>sprints</quote>. In a sprint, |
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112 a number of people get together in a single location (a |
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113 company's conference room, a hotel meeting room, that kind of |
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114 place) and spend several days more or less locked in there, |
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115 hacking intensely on a handful of projects.</para> |
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116 |
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117 <para>A sprint is the perfect place to use the <command |
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118 role="hg-cmd">hg serve</command> command, since <command |
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119 role="hg-cmd">hg serve</command> does not require any fancy |
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120 server infrastructure. You can get started with <command |
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121 role="hg-cmd">hg serve</command> in moments, by reading |
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122 section <xref linkend="sec:collab:serve"/> below. Then simply |
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123 tell |
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124 the person next to you that you're running a server, send the |
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125 URL to them in an instant message, and you immediately have a |
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126 quick-turnaround way to work together. They can type your URL |
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127 into their web browser and quickly review your changes; or |
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128 they can pull a bugfix from you and verify it; or they can |
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129 clone a branch containing a new feature and try it out.</para> |
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130 |
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131 <para>The charm, and the problem, with doing things in an ad hoc |
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132 fashion like this is that only people who know about your |
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133 changes, and where they are, can see them. Such an informal |
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134 approach simply doesn't scale beyond a handful people, because |
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135 each individual needs to know about $n$ different repositories |
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136 to pull from.</para> |
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137 |
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138 </sect2> |
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139 <sect2> |
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140 <title>A single central repository</title> |
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141 |
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142 <para>For smaller projects migrating from a centralised revision |
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143 control tool, perhaps the easiest way to get started is to |
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144 have changes flow through a single shared central repository. |
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145 This is also the most common <quote>building block</quote> for |
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146 more ambitious workflow schemes.</para> |
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147 |
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148 <para>Contributors start by cloning a copy of this repository. |
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149 They can pull changes from it whenever they need to, and some |
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150 (perhaps all) developers have permission to push a change back |
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151 when they're ready for other people to see it.</para> |
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152 |
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153 <para>Under this model, it can still often make sense for people |
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154 to pull changes directly from each other, without going |
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155 through the central repository. Consider a case in which I |
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156 have a tentative bug fix, but I am worried that if I were to |
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157 publish it to the central repository, it might subsequently |
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158 break everyone else's trees as they pull it. To reduce the |
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159 potential for damage, I can ask you to clone my repository |
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160 into a temporary repository of your own and test it. This |
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161 lets us put off publishing the potentially unsafe change until |
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162 it has had a little testing.</para> |
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163 |
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164 <para>In this kind of scenario, people usually use the |
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165 <command>ssh</command> protocol to securely push changes to |
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166 the central repository, as documented in section <xref |
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167 linkend="sec:collab:ssh"/>. It's also |
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168 usual to publish a read-only copy of the repository over HTTP |
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169 using CGI, as in section <xref linkend="sec:collab:cgi"/>. |
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170 Publishing over HTTP |
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171 satisfies the needs of people who don't have push access, and |
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172 those who want to use web browsers to browse the repository's |
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173 history.</para> |
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174 |
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175 </sect2> |
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176 <sect2> |
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177 <title>Working with multiple branches</title> |
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178 |
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179 <para>Projects of any significant size naturally tend to make |
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180 progress on several fronts simultaneously. In the case of |
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181 software, it's common for a project to go through periodic |
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182 official releases. A release might then go into |
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183 <quote>maintenance mode</quote> for a while after its first |
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184 publication; maintenance releases tend to contain only bug |
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185 fixes, not new features. In parallel with these maintenance |
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186 releases, one or more future releases may be under |
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187 development. People normally use the word |
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188 <quote>branch</quote> to refer to one of these many slightly |
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189 different directions in which development is |
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190 proceeding.</para> |
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191 |
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192 <para>Mercurial is particularly well suited to managing a number |
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193 of simultaneous, but not identical, branches. Each |
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194 <quote>development direction</quote> can live in its own |
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195 central repository, and you can merge changes from one to |
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196 another as the need arises. Because repositories are |
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197 independent of each other, unstable changes in a development |
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198 branch will never affect a stable branch unless someone |
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199 explicitly merges those changes in.</para> |
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200 |
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201 <para>Here's an example of how this can work in practice. Let's |
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202 say you have one <quote>main branch</quote> on a central |
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203 server. <!-- &interaction.branching.init; --> People clone it, |
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204 make changes locally, test them, and push them back.</para> |
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205 |
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206 <para>Once the main branch reaches a release milestone, you can |
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207 use the <command role="hg-cmd">hg tag</command> command to |
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208 give a permanent name to the milestone revision. <!-- |
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209 &interaction.branching.tag; --> Let's say some ongoing |
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210 development occurs on the main branch. <!-- |
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211 &interaction.branching.main; --> Using the tag that was |
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212 recorded at the milestone, people who clone that repository at |
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213 any time in the future can use <command role="hg-cmd">hg |
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214 update</command> to get a copy of the working directory |
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215 exactly as it was when that tagged revision was committed. |
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216 <!-- &interaction.branching.update; --></para> |
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217 |
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218 <para>In addition, immediately after the main branch is tagged, |
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219 someone can then clone the main branch on the server to a new |
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220 <quote>stable</quote> branch, also on the server. <!-- |
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221 &interaction.branching.clone; --></para> |
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222 |
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223 <para>Someone who needs to make a change to the stable branch |
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224 can then clone <emphasis>that</emphasis> repository, make |
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225 their changes, commit, and push their changes back there. <!-- |
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226 &interaction.branching.stable; --> Because Mercurial |
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227 repositories are independent, and Mercurial doesn't move |
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228 changes around automatically, the stable and main branches are |
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229 <emphasis>isolated</emphasis> from each other. The changes |
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230 that you made on the main branch don't <quote>leak</quote> to |
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231 the stable branch, and vice versa.</para> |
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232 |
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233 <para>You'll often want all of your bugfixes on the stable |
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234 branch to show up on the main branch, too. Rather than |
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235 rewrite a bugfix on the main branch, you can simply pull and |
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236 merge changes from the stable to the main branch, and |
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237 Mercurial will bring those bugfixes in for you. <!-- |
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238 &interaction.branching.merge; --> The main branch will still |
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239 contain changes that are not on the stable branch, but it will |
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240 also contain all of the bugfixes from the stable branch. The |
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241 stable branch remains unaffected by these changes.</para> |
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242 |
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243 </sect2> |
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244 <sect2> |
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245 <title>Feature branches</title> |
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246 |
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247 <para>For larger projects, an effective way to manage change is |
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248 to break up a team into smaller groups. Each group has a |
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249 shared branch of its own, cloned from a single |
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250 <quote>master</quote> branch used by the entire project. |
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251 People working on an individual branch are typically quite |
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252 isolated from developments on other branches.</para> |
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253 |
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254 <informalfigure id="fig:collab:feature-branches"> |
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255 <mediaobject><imageobject><imagedata |
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256 fileref="feature-branches"/></imageobject><textobject><phrase>XXX |
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257 add text</phrase></textobject><caption><para>Feature |
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258 branches</para></caption></mediaobject> |
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259 </informalfigure> |
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260 |
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261 <para>When a particular feature is deemed to be in suitable |
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262 shape, someone on that feature team pulls and merges from the |
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263 master branch into the feature branch, then pushes back up to |
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264 the master branch.</para> |
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265 |
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266 </sect2> |
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267 <sect2> |
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268 <title>The release train</title> |
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269 |
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270 <para>Some projects are organised on a <quote>train</quote> |
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271 basis: a release is scheduled to happen every few months, and |
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272 whatever features are ready when the <quote>train</quote> is |
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273 ready to leave are allowed in.</para> |
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274 |
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275 <para>This model resembles working with feature branches. The |
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276 difference is that when a feature branch misses a train, |
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277 someone on the feature team pulls and merges the changes that |
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278 went out on that train release into the feature branch, and |
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279 the team continues its work on top of that release so that |
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280 their feature can make the next release.</para> |
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281 |
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282 </sect2> |
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283 <sect2> |
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284 <title>The Linux kernel model</title> |
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285 |
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286 <para>The development of the Linux kernel has a shallow |
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287 hierarchical structure, surrounded by a cloud of apparent |
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288 chaos. Because most Linux developers use |
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289 <command>git</command>, a distributed revision control tool |
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290 with capabilities similar to Mercurial, it's useful to |
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291 describe the way work flows in that environment; if you like |
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292 the ideas, the approach translates well across tools.</para> |
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293 |
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294 <para>At the center of the community sits Linus Torvalds, the |
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295 creator of Linux. He publishes a single source repository |
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296 that is considered the <quote>authoritative</quote> current |
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297 tree by the entire developer community. Anyone can clone |
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298 Linus's tree, but he is very choosy about whose trees he pulls |
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299 from.</para> |
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300 |
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301 <para>Linus has a number of <quote>trusted lieutenants</quote>. |
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302 As a general rule, he pulls whatever changes they publish, in |
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303 most cases without even reviewing those changes. Some of |
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304 those lieutenants are generally agreed to be |
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305 <quote>maintainers</quote>, responsible for specific |
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306 subsystems within the kernel. If a random kernel hacker wants |
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307 to make a change to a subsystem that they want to end up in |
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308 Linus's tree, they must find out who the subsystem's |
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309 maintainer is, and ask that maintainer to take their change. |
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310 If the maintainer reviews their changes and agrees to take |
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311 them, they'll pass them along to Linus in due course.</para> |
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312 |
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313 <para>Individual lieutenants have their own approaches to |
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314 reviewing, accepting, and publishing changes; and for deciding |
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315 when to feed them to Linus. In addition, there are several |
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316 well known branches that people use for different purposes. |
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317 For example, a few people maintain <quote>stable</quote> |
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318 repositories of older versions of the kernel, to which they |
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319 apply critical fixes as needed. Some maintainers publish |
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320 multiple trees: one for experimental changes; one for changes |
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321 that they are about to feed upstream; and so on. Others just |
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322 publish a single tree.</para> |
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323 |
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324 <para>This model has two notable features. The first is that |
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325 it's <quote>pull only</quote>. You have to ask, convince, or |
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326 beg another developer to take a change from you, because there |
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327 are almost no trees to which more than one person can push, |
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328 and there's no way to push changes into a tree that someone |
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329 else controls.</para> |
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330 |
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331 <para>The second is that it's based on reputation and acclaim. |
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332 If you're an unknown, Linus will probably ignore changes from |
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333 you without even responding. But a subsystem maintainer will |
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334 probably review them, and will likely take them if they pass |
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335 their criteria for suitability. The more <quote>good</quote> |
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336 changes you contribute to a maintainer, the more likely they |
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337 are to trust your judgment and accept your changes. If you're |
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338 well-known and maintain a long-lived branch for something |
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339 Linus hasn't yet accepted, people with similar interests may |
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340 pull your changes regularly to keep up with your work.</para> |
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341 |
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342 <para>Reputation and acclaim don't necessarily cross subsystem |
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343 or <quote>people</quote> boundaries. If you're a respected |
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344 but specialised storage hacker, and you try to fix a |
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345 networking bug, that change will receive a level of scrutiny |
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346 from a network maintainer comparable to a change from a |
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347 complete stranger.</para> |
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348 |
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349 <para>To people who come from more orderly project backgrounds, |
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350 the comparatively chaotic Linux kernel development process |
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351 often seems completely insane. It's subject to the whims of |
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352 individuals; people make sweeping changes whenever they deem |
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353 it appropriate; and the pace of development is astounding. |
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354 And yet Linux is a highly successful, well-regarded piece of |
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355 software.</para> |
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356 |
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357 </sect2> |
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358 <sect2> |
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359 <title>Pull-only versus shared-push collaboration</title> |
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360 |
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361 <para>A perpetual source of heat in the open source community is |
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362 whether a development model in which people only ever pull |
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363 changes from others is <quote>better than</quote> one in which |
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364 multiple people can push changes to a shared |
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365 repository.</para> |
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366 |
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367 <para>Typically, the backers of the shared-push model use tools |
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368 that actively enforce this approach. If you're using a |
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369 centralised revision control tool such as Subversion, there's |
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370 no way to make a choice over which model you'll use: the tool |
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371 gives you shared-push, and if you want to do anything else, |
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372 you'll have to roll your own approach on top (such as applying |
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373 a patch by hand).</para> |
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374 |
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375 <para>A good distributed revision control tool, such as |
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376 Mercurial, will support both models. You and your |
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377 collaborators can then structure how you work together based |
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378 on your own needs and preferences, not on what contortions |
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379 your tools force you into.</para> |
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380 |
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381 </sect2> |
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382 <sect2> |
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383 <title>Where collaboration meets branch management</title> |
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384 |
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385 <para>Once you and your team set up some shared repositories and |
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386 start propagating changes back and forth between local and |
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387 shared repos, you begin to face a related, but slightly |
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388 different challenge: that of managing the multiple directions |
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389 in which your team may be moving at once. Even though this |
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390 subject is intimately related to how your team collaborates, |
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391 it's dense enough to merit treatment of its own, in chapter |
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392 <xref linkend="chap:branch"/>.</para> |
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393 |
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394 </sect2> |
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395 </sect1> |
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396 <sect1> |
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397 <title>The technical side of sharing</title> |
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398 |
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399 <para>The remainder of this chapter is devoted to the question of |
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400 serving data to your collaborators.</para> |
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401 |
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402 </sect1> |
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403 <sect1 id="sec:collab:serve"> |
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404 <title>Informal sharing with <command role="hg-cmd">hg |
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405 serve</command></title> |
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406 |
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407 <para>Mercurial's <command role="hg-cmd">hg serve</command> |
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408 command is wonderfully suited to small, tight-knit, and |
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409 fast-paced group environments. It also provides a great way to |
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410 get a feel for using Mercurial commands over a network.</para> |
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411 |
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412 <para>Run <command role="hg-cmd">hg serve</command> inside a |
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413 repository, and in under a second it will bring up a specialised |
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414 HTTP server; this will accept connections from any client, and |
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415 serve up data for that repository until you terminate it. |
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416 Anyone who knows the URL of the server you just started, and can |
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417 talk to your computer over the network, can then use a web |
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418 browser or Mercurial to read data from that repository. A URL |
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419 for a <command role="hg-cmd">hg serve</command> instance running |
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420 on a laptop is likely to look something like |
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421 <literal>http://my-laptop.local:8000/</literal>.</para> |
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422 |
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423 <para>The <command role="hg-cmd">hg serve</command> command is |
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424 <emphasis>not</emphasis> a general-purpose web server. It can do |
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425 only two things:</para> |
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426 <itemizedlist> |
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427 <listitem><para>Allow people to browse the history of the |
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428 repository it's serving, from their normal web |
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429 browsers.</para> |
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430 </listitem> |
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431 <listitem><para>Speak Mercurial's wire protocol, so that people |
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432 can <command role="hg-cmd">hg clone</command> or <command |
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433 role="hg-cmd">hg pull</command> changes from that |
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434 repository.</para> |
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435 </listitem></itemizedlist> |
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436 <para>In particular, <command role="hg-cmd">hg serve</command> |
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437 won't allow remote users to <emphasis>modify</emphasis> your |
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438 repository. It's intended for read-only use.</para> |
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439 |
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440 <para>If you're getting started with Mercurial, there's nothing to |
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441 prevent you from using <command role="hg-cmd">hg serve</command> |
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442 to serve up a repository on your own computer, then use commands |
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443 like <command role="hg-cmd">hg clone</command>, <command |
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444 role="hg-cmd">hg incoming</command>, and so on to talk to that |
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445 server as if the repository was hosted remotely. This can help |
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446 you to quickly get acquainted with using commands on |
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447 network-hosted repositories.</para> |
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448 |
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449 <sect2> |
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450 <title>A few things to keep in mind</title> |
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451 |
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452 <para>Because it provides unauthenticated read access to all |
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453 clients, you should only use <command role="hg-cmd">hg |
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454 serve</command> in an environment where you either don't |
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455 care, or have complete control over, who can access your |
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456 network and pull data from your repository.</para> |
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457 |
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458 <para>The <command role="hg-cmd">hg serve</command> command |
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459 knows nothing about any firewall software you might have |
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460 installed on your system or network. It cannot detect or |
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461 control your firewall software. If other people are unable to |
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462 talk to a running <command role="hg-cmd">hg serve</command> |
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463 instance, the second thing you should do |
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464 (<emphasis>after</emphasis> you make sure that they're using |
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465 the correct URL) is check your firewall configuration.</para> |
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466 |
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467 <para>By default, <command role="hg-cmd">hg serve</command> |
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468 listens for incoming connections on port 8000. If another |
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469 process is already listening on the port you want to use, you |
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470 can specify a different port to listen on using the <option |
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471 role="hg-opt-serve">-p</option> option.</para> |
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472 |
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473 <para>Normally, when <command role="hg-cmd">hg serve</command> |
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474 starts, it prints no output, which can be a bit unnerving. If |
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475 you'd like to confirm that it is indeed running correctly, and |
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476 find out what URL you should send to your collaborators, start |
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477 it with the <option role="hg-opt-global">-v</option> |
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478 option.</para> |
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479 |
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480 </sect2> |
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481 </sect1> |
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482 <sect1 id="sec:collab:ssh"> |
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483 <title>Using the Secure Shell (ssh) protocol</title> |
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484 |
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485 <para>You can pull and push changes securely over a network |
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486 connection using the Secure Shell (<literal>ssh</literal>) |
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487 protocol. To use this successfully, you may have to do a little |
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488 bit of configuration on the client or server sides.</para> |
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489 |
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490 <para>If you're not familiar with ssh, it's a network protocol |
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491 that lets you securely communicate with another computer. To |
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492 use it with Mercurial, you'll be setting up one or more user |
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493 accounts on a server so that remote users can log in and execute |
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494 commands.</para> |
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495 |
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496 <para>(If you <emphasis>are</emphasis> familiar with ssh, you'll |
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497 probably find some of the material that follows to be elementary |
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498 in nature.)</para> |
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499 |
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500 <sect2> |
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501 <title>How to read and write ssh URLs</title> |
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502 |
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503 <para>An ssh URL tends to look like this:</para> |
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504 <programlisting>ssh://bos@hg.serpentine.com:22/hg/hgbook</programlisting> |
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505 <orderedlist> |
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506 <listitem><para>The <quote><literal>ssh://</literal></quote> |
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507 part tells Mercurial to use the ssh protocol.</para> |
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508 </listitem> |
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509 <listitem><para>The <quote><literal>bos@</literal></quote> |
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510 component indicates what username to log into the server |
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511 as. You can leave this out if the remote username is the |
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512 same as your local username.</para> |
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513 </listitem> |
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514 <listitem><para>The |
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515 <quote><literal>hg.serpentine.com</literal></quote> gives |
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516 the hostname of the server to log into.</para> |
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517 </listitem> |
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518 <listitem><para>The <quote>:22</quote> identifies the port |
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519 number to connect to the server on. The default port is |
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520 22, so you only need to specify this part if you're |
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521 <emphasis>not</emphasis> using port 22.</para> |
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522 </listitem> |
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523 <listitem><para>The remainder of the URL is the local path to |
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524 the repository on the server.</para> |
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525 </listitem></orderedlist> |
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526 |
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527 <para>There's plenty of scope for confusion with the path |
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528 component of ssh URLs, as there is no standard way for tools |
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529 to interpret it. Some programs behave differently than others |
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530 when dealing with these paths. This isn't an ideal situation, |
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531 but it's unlikely to change. Please read the following |
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532 paragraphs carefully.</para> |
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533 |
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534 <para>Mercurial treats the path to a repository on the server as |
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535 relative to the remote user's home directory. For example, if |
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536 user <literal>foo</literal> on the server has a home directory |
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537 of <filename class="directory">/home/foo</filename>, then an |
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538 ssh URL that contains a path component of <filename |
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539 class="directory">bar</filename> <emphasis>really</emphasis> |
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540 refers to the directory <filename |
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541 class="directory">/home/foo/bar</filename>.</para> |
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542 |
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543 <para>If you want to specify a path relative to another user's |
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544 home directory, you can use a path that starts with a tilde |
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545 character followed by the user's name (let's call them |
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546 <literal>otheruser</literal>), like this.</para> |
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547 <programlisting>ssh://server/~otheruser/hg/repo</programlisting> |
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548 |
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549 <para>And if you really want to specify an |
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550 <emphasis>absolute</emphasis> path on the server, begin the |
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551 path component with two slashes, as in this example.</para> |
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552 <programlisting>ssh://server//absolute/path</programlisting> |
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553 |
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554 </sect2> |
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555 <sect2> |
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556 <title>Finding an ssh client for your system</title> |
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557 |
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558 <para>Almost every Unix-like system comes with OpenSSH |
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559 preinstalled. If you're using such a system, run |
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560 <literal>which ssh</literal> to find out if the |
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561 <command>ssh</command> command is installed (it's usually in |
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562 <filename class="directory">/usr/bin</filename>). In the |
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563 unlikely event that it isn't present, take a look at your |
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564 system documentation to figure out how to install it.</para> |
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565 |
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566 <para>On Windows, you'll first need to download a suitable ssh |
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567 client. There are two alternatives.</para> |
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568 <itemizedlist> |
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569 <listitem><para>Simon Tatham's excellent PuTTY package |
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570 <citation>web:putty</citation> provides a complete suite |
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571 of ssh client commands.</para> |
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572 </listitem> |
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573 <listitem><para>If you have a high tolerance for pain, you can |
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574 use the Cygwin port of OpenSSH.</para> |
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575 </listitem></itemizedlist> |
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576 <para>In either case, you'll need to edit your \hgini\ file to |
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577 tell Mercurial where to find the actual client command. For |
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578 example, if you're using PuTTY, you'll need to use the |
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579 <command>plink</command> command as a command-line ssh |
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580 client.</para> |
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581 <programlisting>[ui] ssh = C:/path/to/plink.exe -ssh -i |
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582 "C:/path/to/my/private/key"</programlisting> |
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583 |
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584 <note> |
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585 <para> The path to <command>plink</command> shouldn't contain |
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586 any whitespace characters, or Mercurial may not be able to |
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587 run it correctly (so putting it in <filename |
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588 class="directory">C:\\Program Files</filename> is probably |
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589 not a good idea).</para> |
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590 </note> |
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591 |
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592 </sect2> |
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593 <sect2> |
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594 <title>Generating a key pair</title> |
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595 |
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596 <para>To avoid the need to repetitively type a password every |
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597 time you need to use your ssh client, I recommend generating a |
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598 key pair. On a Unix-like system, the |
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599 <command>ssh-keygen</command> command will do the trick. On |
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600 Windows, if you're using PuTTY, the |
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601 <command>puttygen</command> command is what you'll |
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602 need.</para> |
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603 |
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604 <para>When you generate a key pair, it's usually |
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605 <emphasis>highly</emphasis> advisable to protect it with a |
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606 passphrase. (The only time that you might not want to do this |
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607 is when you're using the ssh protocol for automated tasks on a |
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608 secure network.)</para> |
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609 |
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610 <para>Simply generating a key pair isn't enough, however. |
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611 You'll need to add the public key to the set of authorised |
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612 keys for whatever user you're logging in remotely as. For |
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613 servers using OpenSSH (the vast majority), this will mean |
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614 adding the public key to a list in a file called <filename |
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615 role="special">authorized_keys</filename> in their <filename |
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616 role="special" class="directory">.ssh</filename> |
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617 directory.</para> |
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618 |
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619 <para>On a Unix-like system, your public key will have a |
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620 <filename>.pub</filename> extension. If you're using |
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621 <command>puttygen</command> on Windows, you can save the |
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622 public key to a file of your choosing, or paste it from the |
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623 window it's displayed in straight into the <filename |
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624 role="special">authorized_keys</filename> file.</para> |
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625 |
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626 </sect2> |
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627 <sect2> |
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628 <title>Using an authentication agent</title> |
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629 |
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630 <para>An authentication agent is a daemon that stores |
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631 passphrases in memory (so it will forget passphrases if you |
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632 log out and log back in again). An ssh client will notice if |
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633 it's running, and query it for a passphrase. If there's no |
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634 authentication agent running, or the agent doesn't store the |
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635 necessary passphrase, you'll have to type your passphrase |
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636 every time Mercurial tries to communicate with a server on |
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637 your behalf (e.g. whenever you pull or push changes).</para> |
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638 |
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639 <para>The downside of storing passphrases in an agent is that |
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640 it's possible for a well-prepared attacker to recover the |
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641 plain text of your passphrases, in some cases even if your |
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642 system has been power-cycled. You should make your own |
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643 judgment as to whether this is an acceptable risk. It |
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644 certainly saves a lot of repeated typing.</para> |
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645 |
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646 <para>On Unix-like systems, the agent is called |
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647 <command>ssh-agent</command>, and it's often run automatically |
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648 for you when you log in. You'll need to use the |
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649 <command>ssh-add</command> command to add passphrases to the |
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650 agent's store. On Windows, if you're using PuTTY, the |
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651 <command>pageant</command> command acts as the agent. It adds |
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652 an icon to your system tray that will let you manage stored |
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653 passphrases.</para> |
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654 |
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655 </sect2> |
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656 <sect2> |
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657 <title>Configuring the server side properly</title> |
184
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658 |
658
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659 <para>Because ssh can be fiddly to set up if you're new to it, |
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660 there's a variety of things that can go wrong. Add Mercurial |
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661 on top, and there's plenty more scope for head-scratching. |
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662 Most of these potential problems occur on the server side, not |
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663 the client side. The good news is that once you've gotten a |
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664 configuration working, it will usually continue to work |
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665 indefinitely.</para> |
184
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666 |
658
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667 <para>Before you try using Mercurial to talk to an ssh server, |
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668 it's best to make sure that you can use the normal |
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669 <command>ssh</command> or <command>putty</command> command to |
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670 talk to the server first. If you run into problems with using |
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671 these commands directly, Mercurial surely won't work. Worse, |
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672 it will obscure the underlying problem. Any time you want to |
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673 debug ssh-related Mercurial problems, you should drop back to |
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674 making sure that plain ssh client commands work first, |
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675 <emphasis>before</emphasis> you worry about whether there's a |
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676 problem with Mercurial.</para> |
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677 |
658
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678 <para>The first thing to be sure of on the server side is that |
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679 you can actually log in from another machine at all. If you |
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680 can't use <command>ssh</command> or <command>putty</command> |
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681 to log in, the error message you get may give you a few hints |
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682 as to what's wrong. The most common problems are as |
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683 follows.</para> |
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684 <itemizedlist> |
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685 <listitem><para>If you get a <quote>connection refused</quote> |
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686 error, either there isn't an SSH daemon running on the |
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687 server at all, or it's inaccessible due to firewall |
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688 configuration.</para> |
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689 </listitem> |
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690 <listitem><para>If you get a <quote>no route to host</quote> |
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691 error, you either have an incorrect address for the server |
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692 or a seriously locked down firewall that won't admit its |
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693 existence at all.</para> |
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694 </listitem> |
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695 <listitem><para>If you get a <quote>permission denied</quote> |
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696 error, you may have mistyped the username on the server, |
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697 or you could have mistyped your key's passphrase or the |
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698 remote user's password.</para> |
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699 </listitem></itemizedlist> |
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700 <para>In summary, if you're having trouble talking to the |
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701 server's ssh daemon, first make sure that one is running at |
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702 all. On many systems it will be installed, but disabled, by |
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703 default. Once you're done with this step, you should then |
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704 check that the server's firewall is configured to allow |
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705 incoming connections on the port the ssh daemon is listening |
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706 on (usually 22). Don't worry about more exotic possibilities |
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707 for misconfiguration until you've checked these two |
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708 first.</para> |
184
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709 |
658
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|
710 <para>If you're using an authentication agent on the client side |
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711 to store passphrases for your keys, you ought to be able to |
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712 log into the server without being prompted for a passphrase or |
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713 a password. If you're prompted for a passphrase, there are a |
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714 few possible culprits.</para> |
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|
715 <itemizedlist> |
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716 <listitem><para>You might have forgotten to use |
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717 <command>ssh-add</command> or <command>pageant</command> |
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718 to store the passphrase.</para> |
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|
719 </listitem> |
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720 <listitem><para>You might have stored the passphrase for the |
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|
721 wrong key.</para> |
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722 </listitem></itemizedlist> |
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723 <para>If you're being prompted for the remote user's password, |
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|
724 there are another few possible problems to check.</para> |
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|
725 <itemizedlist> |
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726 <listitem><para>Either the user's home directory or their |
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|
727 <filename role="special" class="directory">.ssh</filename> |
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728 directory might have excessively liberal permissions. As |
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|
729 a result, the ssh daemon will not trust or read their |
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730 <filename role="special">authorized_keys</filename> file. |
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731 For example, a group-writable home or <filename |
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732 role="special" class="directory">.ssh</filename> |
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733 directory will often cause this symptom.</para> |
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734 </listitem> |
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735 <listitem><para>The user's <filename |
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736 role="special">authorized_keys</filename> file may have |
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737 a problem. If anyone other than the user owns or can write |
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738 to that file, the ssh daemon will not trust or read |
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739 it.</para> |
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740 </listitem></itemizedlist> |
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741 |
658
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742 <para>In the ideal world, you should be able to run the |
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743 following command successfully, and it should print exactly |
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744 one line of output, the current date and time.</para> |
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745 <programlisting>ssh myserver date</programlisting> |
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746 |
658
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747 <para>If, on your server, you have login scripts that print |
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748 banners or other junk even when running non-interactive |
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749 commands like this, you should fix them before you continue, |
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750 so that they only print output if they're run interactively. |
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751 Otherwise these banners will at least clutter up Mercurial's |
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752 output. Worse, they could potentially cause problems with |
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|
753 running Mercurial commands remotely. Mercurial makes tries to |
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754 detect and ignore banners in non-interactive |
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|
755 <command>ssh</command> sessions, but it is not foolproof. (If |
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|
756 you're editing your login scripts on your server, the usual |
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757 way to see if a login script is running in an interactive |
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758 shell is to check the return code from the command |
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759 <literal>tty -s</literal>.)</para> |
184
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760 |
658
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|
761 <para>Once you've verified that plain old ssh is working with |
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762 your server, the next step is to ensure that Mercurial runs on |
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763 the server. The following command should run |
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764 successfully:</para> |
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765 <programlisting>ssh myserver hg version</programlisting> |
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766 <para>If you see an error message instead of normal <command |
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767 role="hg-cmd">hg version</command> output, this is usually |
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768 because you haven't installed Mercurial to <filename |
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769 class="directory">/usr/bin</filename>. Don't worry if this |
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770 is the case; you don't need to do that. But you should check |
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771 for a few possible problems.</para> |
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772 <itemizedlist> |
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773 <listitem><para>Is Mercurial really installed on the server at |
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774 all? I know this sounds trivial, but it's worth |
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775 checking!</para> |
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776 </listitem> |
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777 <listitem><para>Maybe your shell's search path (usually set |
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778 via the <envar>PATH</envar> environment variable) is |
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779 simply misconfigured.</para> |
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780 </listitem> |
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781 <listitem><para>Perhaps your <envar>PATH</envar> environment |
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782 variable is only being set to point to the location of the |
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783 <command>hg</command> executable if the login session is |
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784 interactive. This can happen if you're setting the path |
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785 in the wrong shell login script. See your shell's |
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786 documentation for details.</para> |
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787 </listitem> |
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788 <listitem><para>The <envar>PYTHONPATH</envar> environment |
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789 variable may need to contain the path to the Mercurial |
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790 Python modules. It might not be set at all; it could be |
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791 incorrect; or it may be set only if the login is |
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792 interactive.</para> |
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793 </listitem></itemizedlist> |
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794 |
658
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795 <para>If you can run <command role="hg-cmd">hg version</command> |
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796 over an ssh connection, well done! You've got the server and |
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797 client sorted out. You should now be able to use Mercurial to |
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798 access repositories hosted by that username on that server. |
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799 If you run into problems with Mercurial and ssh at this point, |
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800 try using the <option role="hg-opt-global">--debug</option> |
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801 option to get a clearer picture of what's going on.</para> |
184
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802 |
658
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803 </sect2> |
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804 <sect2> |
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805 <title>Using compression with ssh</title> |
184
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806 |
658
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807 <para>Mercurial does not compress data when it uses the ssh |
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808 protocol, because the ssh protocol can transparently compress |
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809 data. However, the default behaviour of ssh clients is |
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810 <emphasis>not</emphasis> to request compression.</para> |
184
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811 |
658
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812 <para>Over any network other than a fast LAN (even a wireless |
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813 network), using compression is likely to significantly speed |
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814 up Mercurial's network operations. For example, over a WAN, |
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815 someone measured compression as reducing the amount of time |
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816 required to clone a particularly large repository from 51 |
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817 minutes to 17 minutes.</para> |
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818 |
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819 <para>Both <command>ssh</command> and <command>plink</command> |
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820 accept a <option role="cmd-opt-ssh">-C</option> option which |
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821 turns on compression. You can easily edit your <filename |
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822 role="special"> /.hgrc</filename>\ to enable compression for |
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823 all of Mercurial's uses of the ssh protocol.</para> |
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824 <programlisting>[ui] ssh = ssh -C</programlisting> |
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825 |
658
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826 <para>If you use <command>ssh</command>, you can configure it to |
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827 always use compression when talking to your server. To do |
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828 this, edit your <filename |
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829 role="special">.ssh/config</filename> file (which may not |
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830 yet exist), as follows.</para> |
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831 <programlisting>Host hg Compression yes HostName |
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832 hg.example.com</programlisting> |
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833 <para>This defines an alias, <literal>hg</literal>. When you |
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834 use it on the <command>ssh</command> command line or in a |
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835 Mercurial <literal>ssh</literal>-protocol URL, it will cause |
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836 <command>ssh</command> to connect to |
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837 <literal>hg.example.com</literal> and use compression. This |
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838 gives you both a shorter name to type and compression, each of |
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839 which is a good thing in its own right.</para> |
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840 |
658
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841 </sect2> |
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842 </sect1> |
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843 <sect1 id="sec:collab:cgi"> |
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844 <title>Serving over HTTP using CGI</title> |
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845 |
658
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846 <para>Depending on how ambitious you are, configuring Mercurial's |
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847 CGI interface can take anything from a few moments to several |
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848 hours.</para> |
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849 |
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850 <para>We'll begin with the simplest of examples, and work our way |
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851 towards a more complex configuration. Even for the most basic |
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852 case, you're almost certainly going to need to read and modify |
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|
853 your web server's configuration.</para> |
159
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|
854 |
658
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855 <note> |
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856 <para> Configuring a web server is a complex, fiddly, and |
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857 highly system-dependent activity. I can't possibly give you |
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858 instructions that will cover anything like all of the cases |
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859 you will encounter. Please use your discretion and judgment in |
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860 following the sections below. Be prepared to make plenty of |
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861 mistakes, and to spend a lot of time reading your server's |
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|
862 error logs.</para> |
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863 </note> |
210
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864 |
658
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865 <sect2> |
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866 <title>Web server configuration checklist</title> |
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867 |
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868 <para>Before you continue, do take a few moments to check a few |
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869 aspects of your system's setup.</para> |
210
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870 |
658
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871 <orderedlist> |
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872 <listitem><para>Do you have a web server installed at all? |
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873 Mac OS X ships with Apache, but many other systems may not |
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874 have a web server installed.</para> |
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875 </listitem> |
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876 <listitem><para>If you have a web server installed, is it |
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877 actually running? On most systems, even if one is |
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878 present, it will be disabled by default.</para> |
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879 </listitem> |
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880 <listitem><para>Is your server configured to allow you to run |
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|
881 CGI programs in the directory where you plan to do so? |
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882 Most servers default to explicitly disabling the ability |
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883 to run CGI programs.</para> |
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884 </listitem></orderedlist> |
210
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885 |
658
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886 <para>If you don't have a web server installed, and don't have |
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887 substantial experience configuring Apache, you should consider |
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888 using the <literal>lighttpd</literal> web server instead of |
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889 Apache. Apache has a well-deserved reputation for baroque and |
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890 confusing configuration. While <literal>lighttpd</literal> is |
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|
891 less capable in some ways than Apache, most of these |
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892 capabilities are not relevant to serving Mercurial |
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893 repositories. And <literal>lighttpd</literal> is undeniably |
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894 <emphasis>much</emphasis> easier to get started with than |
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895 Apache.</para> |
210
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896 |
658
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|
897 </sect2> |
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|
898 <sect2> |
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899 <title>Basic CGI configuration</title> |
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|
900 |
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|
901 <para>On Unix-like systems, it's common for users to have a |
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902 subdirectory named something like <filename |
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|
903 class="directory">public_html</filename> in their home |
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|
904 directory, from which they can serve up web pages. A file |
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|
905 named <filename>foo</filename> in this directory will be |
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|
906 accessible at a URL of the form |
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|
907 <literal>http://www.example.com/\ |
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|
908 {</literal>username/foo}.</para> |
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|
909 |
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|
910 <para>To get started, find the <filename |
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|
911 role="special">hgweb.cgi</filename> script that should be |
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|
912 present in your Mercurial installation. If you can't quickly |
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|
913 find a local copy on your system, simply download one from the |
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|
914 master Mercurial repository at <ulink |
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915 url="http://www.selenic.com/repo/hg/raw-file/tip/hgweb.cgi">http://www.selenic.com/repo/hg/raw-file/tip/hgweb.cgi</ulink>.</para> |
210
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916 |
658
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917 <para>You'll need to copy this script into your <filename |
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|
918 class="directory">public_html</filename> directory, and |
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|
919 ensure that it's executable.</para> |
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920 <programlisting>cp .../hgweb.cgi ~/public_html chmod 755 |
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|
921 ~/public_html/hgweb.cgi</programlisting> |
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|
922 <para>The <literal>755</literal> argument to |
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|
923 <command>chmod</command> is a little more general than just |
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|
924 making the script executable: it ensures that the script is |
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|
925 executable by anyone, and that <quote>group</quote> and |
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|
926 <quote>other</quote> write permissions are |
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|
927 <emphasis>not</emphasis> set. If you were to leave those |
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|
928 write permissions enabled, Apache's <literal>suexec</literal> |
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|
929 subsystem would likely refuse to execute the script. In fact, |
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|
930 <literal>suexec</literal> also insists that the |
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|
931 <emphasis>directory</emphasis> in which the script resides |
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|
932 must not be writable by others.</para> |
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|
933 <programlisting>chmod 755 ~/public_html</programlisting> |
210
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Start talking about basic CGI/HTTP configuration.
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934 |
658
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|
935 <sect3 id="sec:collab:wtf"> |
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|
936 <title>What could <emphasis>possibly</emphasis> go |
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|
937 wrong?</title> |
210
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938 |
658
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|
939 <para>Once you've copied the CGI script into place, go into a |
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|
940 web browser, and try to open the URL <ulink |
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|
941 url="http://myhostname/ |
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diff
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|
942 myuser/hgweb.cgi">http://myhostname/ |
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diff
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|
943 myuser/hgweb.cgi</ulink>, <emphasis>but</emphasis> brace |
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diff
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|
944 yourself for instant failure. There's a high probability |
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diff
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|
945 that trying to visit this URL will fail, and there are many |
b90b024729f1
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|
946 possible reasons for this. In fact, you're likely to |
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diff
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|
947 stumble over almost every one of the possible errors below, |
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diff
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|
948 so please read carefully. The following are all of the |
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diff
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|
949 problems I ran into on a system running Fedora 7, with a |
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Bryan O'Sullivan <bos@serpentine.com>
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diff
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|
950 fresh installation of Apache, and a user account that I |
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|
951 created specially to perform this exercise.</para> |
210
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|
952 |
658
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|
953 <para>Your web server may have per-user directories disabled. |
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|
954 If you're using Apache, search your config file for a |
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|
955 <literal>UserDir</literal> directive. If there's none |
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|
956 present, per-user directories will be disabled. If one |
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|
957 exists, but its value is <literal>disabled</literal>, then |
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|
958 per-user directories will be disabled. Otherwise, the |
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|
959 string after <literal>UserDir</literal> gives the name of |
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|
960 the subdirectory that Apache will look in under your home |
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|
961 directory, for example <filename |
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|
962 class="directory">public_html</filename>.</para> |
210
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963 |
658
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964 <para>Your file access permissions may be too restrictive. |
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965 The web server must be able to traverse your home directory |
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|
966 and directories under your <filename |
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|
967 class="directory">public_html</filename> directory, and |
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|
968 read files under the latter too. Here's a quick recipe to |
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|
969 help you to make your permissions more appropriate.</para> |
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|
970 <programlisting>chmod 755 ~ find ~/public_html -type d -print0 |
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971 | xargs -0r chmod 755 find ~/public_html -type f -print0 | |
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|
972 xargs -0r chmod 644</programlisting> |
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973 |
658
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|
974 <para>The other possibility with permissions is that you might |
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|
975 get a completely empty window when you try to load the |
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|
976 script. In this case, it's likely that your access |
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|
977 permissions are \emph{too permissive}. Apache's |
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978 <literal>suexec</literal> subsystem won't execute a script |
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979 that's group- or world-writable, for example.</para> |
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980 |
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981 <para>Your web server may be configured to disallow execution |
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982 of CGI programs in your per-user web directory. Here's |
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983 Apache's default per-user configuration from my Fedora |
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984 system.</para> |
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985 <programlisting><Directory /home/*/public_html> |
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986 AllowOverride FileInfo AuthConfig Limit Options MultiViews |
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987 Indexes SymLinksIfOwnerMatch IncludesNoExec <Limit GET |
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988 POST OPTIONS> Order allow,deny Allow from all |
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989 </Limit> <LimitExcept GET POST OPTIONS> Order |
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990 deny,allow Deny from all </LimitExcept> |
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991 </Directory></programlisting> |
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992 <para>If you find a similar-looking |
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993 <literal>Directory</literal> group in your Apache |
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994 configuration, the directive to look at inside it is |
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995 <literal>Options</literal>. Add <literal>ExecCGI</literal> |
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996 to the end of this list if it's missing, and restart the web |
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997 server.</para> |
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998 |
658
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999 <para>If you find that Apache serves you the text of the CGI |
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1000 script instead of executing it, you may need to either |
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1001 uncomment (if already present) or add a directive like |
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1002 this.</para> |
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1003 <programlisting>AddHandler cgi-script .cgi</programlisting> |
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1004 |
658
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1005 <para>The next possibility is that you might be served with a |
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1006 colourful Python backtrace claiming that it can't import a |
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1007 <literal>mercurial</literal>-related module. This is |
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1008 actually progress! The server is now capable of executing |
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1009 your CGI script. This error is only likely to occur if |
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1010 you're running a private installation of Mercurial, instead |
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1011 of a system-wide version. Remember that the web server runs |
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1012 the CGI program without any of the environment variables |
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1013 that you take for granted in an interactive session. If |
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1014 this error happens to you, edit your copy of <filename |
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1015 role="special">hgweb.cgi</filename> and follow the |
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1016 directions inside it to correctly set your |
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1017 <envar>PYTHONPATH</envar> environment variable.</para> |
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1018 |
658
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1019 <para>Finally, you are <emphasis>certain</emphasis> to by |
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1020 served with another colourful Python backtrace: this one |
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1021 will complain that it can't find <filename |
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1022 class="directory">/path/to/repository</filename>. Edit |
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1023 your <filename role="special">hgweb.cgi</filename> script |
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1024 and replace the <filename |
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1025 class="directory">/path/to/repository</filename> string |
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1026 with the complete path to the repository you want to serve |
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1027 up.</para> |
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1028 |
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1029 <para>At this point, when you try to reload the page, you |
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1030 should be presented with a nice HTML view of your |
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1031 repository's history. Whew!</para> |
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1032 |
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1033 </sect3> |
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1034 <sect3> |
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1035 <title>Configuring lighttpd</title> |
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1036 |
658
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1037 <para>To be exhaustive in my experiments, I tried configuring |
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1038 the increasingly popular <literal>lighttpd</literal> web |
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1039 server to serve the same repository as I described with |
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1040 Apache above. I had already overcome all of the problems I |
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1041 outlined with Apache, many of which are not server-specific. |
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1042 As a result, I was fairly sure that my file and directory |
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1043 permissions were good, and that my <filename |
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1044 role="special">hgweb.cgi</filename> script was properly |
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1045 edited.</para> |
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1046 |
658
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1047 <para>Once I had Apache running, getting |
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1048 <literal>lighttpd</literal> to serve the repository was a |
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1049 snap (in other words, even if you're trying to use |
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1050 <literal>lighttpd</literal>, you should read the Apache |
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1051 section). I first had to edit the |
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1052 <literal>mod_access</literal> section of its config file to |
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1053 enable <literal>mod_cgi</literal> and |
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1054 <literal>mod_userdir</literal>, both of which were disabled |
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1055 by default on my system. I then added a few lines to the |
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1056 end of the config file, to configure these modules.</para> |
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1057 <programlisting>userdir.path = "public_html" cgi.assign = ( |
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1058 ".cgi" => "" )</programlisting> |
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1059 <para>With this done, <literal>lighttpd</literal> ran |
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1060 immediately for me. If I had configured |
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1061 <literal>lighttpd</literal> before Apache, I'd almost |
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1062 certainly have run into many of the same system-level |
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1063 configuration problems as I did with Apache. However, I |
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1064 found <literal>lighttpd</literal> to be noticeably easier to |
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1065 configure than Apache, even though I've used Apache for over |
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1066 a decade, and this was my first exposure to |
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1067 <literal>lighttpd</literal>.</para> |
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1068 |
658
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1069 </sect3> |
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1070 </sect2> |
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1071 <sect2> |
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1072 <title>Sharing multiple repositories with one CGI script</title> |
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1073 |
658
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1074 <para>The <filename role="special">hgweb.cgi</filename> script |
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1075 only lets you publish a single repository, which is an |
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1076 annoying restriction. If you want to publish more than one |
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1077 without wracking yourself with multiple copies of the same |
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1078 script, each with different names, a better choice is to use |
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1079 the <filename role="special">hgwebdir.cgi</filename> |
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1080 script.</para> |
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1081 |
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1082 <para>The procedure to configure <filename |
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1083 role="special">hgwebdir.cgi</filename> is only a little more |
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1084 involved than for <filename |
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1085 role="special">hgweb.cgi</filename>. First, you must obtain |
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1086 a copy of the script. If you don't have one handy, you can |
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1087 download a copy from the master Mercurial repository at <ulink |
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1088 url="http://www.selenic.com/repo/hg/raw-file/tip/hgwebdir.cgi">http://www.selenic.com/repo/hg/raw-file/tip/hgwebdir.cgi</ulink>.</para> |
159
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1089 |
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1090 <para>You'll need to copy this script into your <filename |
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1091 class="directory">public_html</filename> directory, and |
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1092 ensure that it's executable.</para> |
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1093 <programlisting>cp .../hgwebdir.cgi ~/public_html chmod 755 |
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1094 ~/public_html ~/public_html/hgwebdir.cgi</programlisting> |
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1095 <para>With basic configuration out of the way, try to visit |
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1096 <ulink url="http://myhostname/ |
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1097 myuser/hgwebdir.cgi">http://myhostname/ |
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1098 myuser/hgwebdir.cgi</ulink> in your browser. It should |
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1099 display an empty list of repositories. If you get a blank |
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1100 window or error message, try walking through the list of |
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1101 potential problems in section <xref |
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1102 linkend="sec:collab:wtf"/>.</para> |
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1103 |
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1104 <para>The <filename role="special">hgwebdir.cgi</filename> |
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1105 script relies on an external configuration file. By default, |
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1106 it searches for a file named <filename |
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1107 role="special">hgweb.config</filename> in the same directory |
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1108 as itself. You'll need to create this file, and make it |
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1109 world-readable. The format of the file is similar to a |
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1110 Windows <quote>ini</quote> file, as understood by Python's |
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1111 <literal>ConfigParser</literal> |
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1112 <citation>web:configparser</citation> module.</para> |
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1113 |
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1114 <para>The easiest way to configure <filename |
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1115 role="special">hgwebdir.cgi</filename> is with a section |
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1116 named <literal>collections</literal>. This will automatically |
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1117 publish <emphasis>every</emphasis> repository under the |
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1118 directories you name. The section should look like |
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1119 this:</para> |
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1120 <programlisting>[collections] /my/root = |
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1121 /my/root</programlisting> |
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1122 <para>Mercurial interprets this by looking at the directory name |
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1123 on the <emphasis>right</emphasis> hand side of the |
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1124 <quote><literal>=</literal></quote> sign; finding repositories |
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1125 in that directory hierarchy; and using the text on the |
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1126 <emphasis>left</emphasis> to strip off matching text from the |
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1127 names it will actually list in the web interface. The |
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1128 remaining component of a path after this stripping has |
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1129 occurred is called a <quote>virtual path</quote>.</para> |
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1130 |
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1131 <para>Given the example above, if we have a repository whose |
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1132 local path is <filename |
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1133 class="directory">/my/root/this/repo</filename>, the CGI |
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1134 script will strip the leading <filename |
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1135 class="directory">/my/root</filename> from the name, and |
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1136 publish the repository with a virtual path of <filename |
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1137 class="directory">this/repo</filename>. If the base URL for |
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1138 our CGI script is <ulink url="http://myhostname/ |
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1139 myuser/hgwebdir.cgi">http://myhostname/ |
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1140 myuser/hgwebdir.cgi</ulink>, the complete URL for that |
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1141 repository will be <ulink url="http://myhostname/ |
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1142 myuser/hgwebdir.cgi/this/repo">http://myhostname/ |
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1143 myuser/hgwebdir.cgi/this/repo</ulink>.</para> |
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1144 |
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1145 <para>If we replace <filename |
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1146 class="directory">/my/root</filename> on the left hand side |
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1147 of this example with <filename |
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1148 class="directory">/my</filename>, then <filename |
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1149 role="special">hgwebdir.cgi</filename> will only strip off |
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1150 <filename class="directory">/my</filename> from the repository |
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1151 name, and will give us a virtual path of <filename |
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1152 class="directory">root/this/repo</filename> instead of |
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1153 <filename class="directory">this/repo</filename>.</para> |
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1154 |
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1155 <para>The <filename role="special">hgwebdir.cgi</filename> |
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1156 script will recursively search each directory listed in the |
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1157 <literal>collections</literal> section of its configuration |
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1158 file, but it will <literal>not</literal> recurse into the |
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1159 repositories it finds.</para> |
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1160 |
658
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1161 <para>The <literal>collections</literal> mechanism makes it easy |
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1162 to publish many repositories in a <quote>fire and |
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1163 forget</quote> manner. You only need to set up the CGI |
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1164 script and configuration file one time. Afterwards, you can |
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1165 publish or unpublish a repository at any time by simply moving |
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1166 it into, or out of, the directory hierarchy in which you've |
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1167 configured <filename role="special">hgwebdir.cgi</filename> to |
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1168 look.</para> |
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1169 |
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1170 <sect3> |
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1171 <title>Explicitly specifying which repositories to |
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1172 publish</title> |
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1173 |
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1174 <para>In addition to the <literal>collections</literal> |
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1175 mechanism, the <filename |
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1176 role="special">hgwebdir.cgi</filename> script allows you |
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1177 to publish a specific list of repositories. To do so, |
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1178 create a <literal>paths</literal> section, with contents of |
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1179 the following form.</para> |
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1180 <programlisting>[paths] repo1 = /my/path/to/some/repo repo2 = |
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1181 /some/path/to/another</programlisting> |
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1182 <para>In this case, the virtual path (the component that will |
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1183 appear in a URL) is on the left hand side of each |
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1184 definition, while the path to the repository is on the |
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1185 right. Notice that there does not need to be any |
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1186 relationship between the virtual path you choose and the |
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1187 location of a repository in your filesystem.</para> |
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1188 |
658
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1189 <para>If you wish, you can use both the |
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1190 <literal>collections</literal> and <literal>paths</literal> |
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1191 mechanisms simultaneously in a single configuration |
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1192 file.</para> |
159
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First steps on collaboration chapter.
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1193 |
658
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1194 <note> |
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1195 <para> If multiple repositories have the same virtual path, |
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1196 <filename role="special">hgwebdir.cgi</filename> will not |
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1197 report an error. Instead, it will behave |
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1198 unpredictably.</para> |
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1199 </note> |
212
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Mention the paths section of a hgwebdir config file.
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|
1200 |
658
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1201 </sect3> |
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|
1202 </sect2> |
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1203 <sect2> |
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1204 <title>Downloading source archives</title> |
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1205 |
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1206 <para>Mercurial's web interface lets users download an archive |
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1207 of any revision. This archive will contain a snapshot of the |
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|
1208 working directory as of that revision, but it will not contain |
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1209 a copy of the repository data.</para> |
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|
1210 |
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|
1211 <para>By default, this feature is not enabled. To enable it, |
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1212 you'll need to add an <envar |
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1213 role="rc-item-web">allow_archive</envar> item to the |
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|
1214 <literal role="rc-web">web</literal> section of your <filename |
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|
1215 role="special"> /.hgrc</filename>.</para> |
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|
1216 |
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|
1217 </sect2> |
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|
1218 <sect2> |
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|
1219 <title>Web configuration options</title> |
212
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|
1220 |
658
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1221 <para>Mercurial's web interfaces (the <command role="hg-cmd">hg |
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|
1222 serve</command> command, and the <filename |
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1223 role="special">hgweb.cgi</filename> and <filename |
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|
1224 role="special">hgwebdir.cgi</filename> scripts) have a |
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|
1225 number of configuration options that you can set. These |
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1226 belong in a section named <literal |
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|
1227 role="rc-web">web</literal>.</para> |
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|
1228 <itemizedlist> |
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|
1229 <listitem><para><envar |
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1230 role="rc-item-web">allow_archive</envar>: Determines |
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|
1231 which (if any) archive download mechanisms Mercurial |
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650
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|
1232 supports. If you enable this feature, users of the web |
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|
1233 interface will be able to download an archive of whatever |
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1234 revision of a repository they are viewing. To enable the |
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|
1235 archive feature, this item must take the form of a |
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|
1236 sequence of words drawn from the list below.</para> |
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|
1237 <itemizedlist> |
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|
1238 <listitem><para><literal>bz2</literal>: A |
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|
1239 <command>tar</command> archive, compressed using |
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|
1240 <literal>bzip2</literal> compression. This has the |
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diff
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|
1241 best compression ratio, but uses the most CPU time on |
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diff
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|
1242 the server.</para> |
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|
1243 </listitem> |
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|
1244 <listitem><para><literal>gz</literal>: A |
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|
1245 <command>tar</command> archive, compressed using |
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|
1246 <literal>gzip</literal> compression.</para> |
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|
1247 </listitem> |
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|
1248 <listitem><para><literal>zip</literal>: A |
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diff
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|
1249 <command>zip</command> archive, compressed using LZW |
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diff
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|
1250 compression. This format has the worst compression |
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diff
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|
1251 ratio, but is widely used in the Windows world.</para> |
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|
1252 </listitem> |
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|
1253 </itemizedlist> |
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diff
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|
1254 <para> If you provide an empty list, or don't have an |
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|
1255 <envar role="rc-item-web">allow_archive</envar> entry at |
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|
1256 all, this feature will be disabled. Here is an example of |
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WIP DocBook snapshot that all compiles. Mirabile dictu!
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parents:
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diff
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|
1257 how to enable all three supported formats.</para> |
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650
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|
1258 <programlisting>[web] allow_archive = bz2 gz |
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|
1259 zip</programlisting> |
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|
1260 </listitem> |
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|
1261 <listitem><para><envar role="rc-item-web">allowpull</envar>: |
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diff
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|
1262 Boolean. Determines whether the web interface allows |
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|
1263 remote users to <command role="hg-cmd">hg pull</command> |
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diff
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|
1264 and <command role="hg-cmd">hg clone</command> this |
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diff
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|
1265 repository over HTTP. If set to <literal>no</literal> or |
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|
1266 <literal>false</literal>, only the |
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|
1267 <quote>human-oriented</quote> portion of the web interface |
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parents:
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|
1268 is available.</para> |
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|
1269 </listitem> |
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|
1270 <listitem><para><envar role="rc-item-web">contact</envar>: |
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|
1271 String. A free-form (but preferably brief) string |
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|
1272 identifying the person or group in charge of the |
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parents:
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diff
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|
1273 repository. This often contains the name and email |
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|
1274 address of a person or mailing list. It often makes sense |
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|
1275 to place this entry in a repository's own <filename |
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1276 role="special">.hg/hgrc</filename> file, but it can make |
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Bryan O'Sullivan <bos@serpentine.com>
parents:
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|
1277 sense to use in a global <filename role="special"> |
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Bryan O'Sullivan <bos@serpentine.com>
parents:
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|
1278 /.hgrc</filename>\ if every repository has a single |
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parents:
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|
1279 maintainer.</para> |
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|
1280 </listitem> |
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|
1281 <listitem><para><envar role="rc-item-web">maxchanges</envar>: |
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parents:
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diff
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|
1282 Integer. The default maximum number of changesets to |
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parents:
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diff
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|
1283 display in a single page of output.</para> |
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|
1284 </listitem> |
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|
1285 <listitem><para><envar role="rc-item-web">maxfiles</envar>: |
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parents:
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|
1286 Integer. The default maximum number of modified files to |
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parents:
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|
1287 display in a single page of output.</para> |
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parents:
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|
1288 </listitem> |
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|
1289 <listitem><para><envar role="rc-item-web">stripes</envar>: |
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|
1290 Integer. If the web interface displays alternating |
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parents:
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diff
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|
1291 <quote>stripes</quote> to make it easier to visually align |
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parents:
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|
1292 rows when you are looking at a table, this number controls |
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parents:
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|
1293 the number of rows in each stripe.</para> |
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parents:
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|
1294 </listitem> |
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|
1295 <listitem><para><envar role="rc-item-web">style</envar>: |
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1296 Controls the template Mercurial uses to display the web |
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1297 interface. Mercurial ships with two web templates, named |
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1298 <literal>default</literal> and <literal>gitweb</literal> |
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1299 (the latter is much more visually attractive). You can |
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1300 also specify a custom template of your own; see chapter |
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1301 <xref linkend="chap:template"/> for details. |
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1302 Here, you can see how to enable the |
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1303 <literal>gitweb</literal> style.</para> |
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1304 <programlisting>[web] style = gitweb</programlisting> |
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1305 </listitem> |
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1306 <listitem><para><envar role="rc-item-web">templates</envar>: |
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1307 Path. The directory in which to search for template |
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1308 files. By default, Mercurial searches in the directory in |
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1309 which it was installed.</para> |
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1310 </listitem></itemizedlist> |
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1311 <para>If you are using <filename |
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1312 role="special">hgwebdir.cgi</filename>, you can place a few |
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1313 configuration items in a <literal role="rc-web">web</literal> |
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1314 section of the <filename |
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1315 role="special">hgweb.config</filename> file instead of a |
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1316 <filename role="special"> /.hgrc</filename>\ file, for |
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1317 convenience. These items are <envar |
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1318 role="rc-item-web">motd</envar> and <envar |
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1319 role="rc-item-web">style</envar>.</para> |
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1320 |
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1321 <sect3> |
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1322 <title>Options specific to an individual repository</title> |
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1323 |
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1324 <para>A few <literal role="rc-web">web</literal> configuration |
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1325 items ought to be placed in a repository's local <filename |
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1326 role="special">.hg/hgrc</filename>, rather than a user's |
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1327 or global <filename role="special"> |
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1328 /.hgrc</filename>.</para> |
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1329 <itemizedlist> |
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1330 <listitem><para><envar |
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1331 role="rc-item-web">description</envar>: String. A |
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1332 free-form (but preferably brief) string that describes |
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1333 the contents or purpose of the repository.</para> |
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1334 </listitem> |
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1335 <listitem><para><envar role="rc-item-web">name</envar>: |
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1336 String. The name to use for the repository in the web |
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1337 interface. This overrides the default name, which is |
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1338 the last component of the repository's path.</para> |
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1339 </listitem></itemizedlist> |
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1340 |
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1341 </sect3> |
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1342 <sect3> |
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1343 <title>Options specific to the <command role="hg-cmd">hg |
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1344 serve</command> command</title> |
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1345 |
658
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1346 <para>Some of the items in the <literal |
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1347 role="rc-web">web</literal> section of a <filename |
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1348 role="special"> /.hgrc</filename>\ file are only for use |
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1349 with the <command role="hg-cmd">hg serve</command> |
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1350 command.</para> |
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1351 <itemizedlist> |
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1352 <listitem><para><envar role="rc-item-web">accesslog</envar>: |
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1353 Path. The name of a file into which to write an access |
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1354 log. By default, the <command role="hg-cmd">hg |
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1355 serve</command> command writes this information to |
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1356 standard output, not to a file. Log entries are written |
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1357 in the standard <quote>combined</quote> file format used |
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1358 by almost all web servers.</para> |
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1359 </listitem> |
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1360 <listitem><para><envar role="rc-item-web">address</envar>: |
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1361 String. The local address on which the server should |
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1362 listen for incoming connections. By default, the server |
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1363 listens on all addresses.</para> |
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1364 </listitem> |
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1365 <listitem><para><envar role="rc-item-web">errorlog</envar>: |
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1366 Path. The name of a file into which to write an error |
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1367 log. By default, the <command role="hg-cmd">hg |
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1368 serve</command> command writes this information to |
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1369 standard error, not to a file.</para> |
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1370 </listitem> |
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1371 <listitem><para><envar role="rc-item-web">ipv6</envar>: |
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1372 Boolean. Whether to use the IPv6 protocol. By default, |
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1373 IPv6 is not used.</para> |
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1374 </listitem> |
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1375 <listitem><para><envar role="rc-item-web">port</envar>: |
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1376 Integer. The TCP port number on which the server should |
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1377 listen. The default port number used is 8000.</para> |
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1378 </listitem></itemizedlist> |
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1379 |
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1380 </sect3> |
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1381 <sect3> |
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1382 <title>Choosing the right <filename role="special"> |
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1383 /.hgrc</filename>\ file to add <literal |
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1384 role="rc-web">web</literal> items to</title> |
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1385 |
658
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1386 <para>It is important to remember that a web server like |
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1387 Apache or <literal>lighttpd</literal> will run under a user |
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1388 ID that is different to yours. CGI scripts run by your |
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1389 server, such as <filename |
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1390 role="special">hgweb.cgi</filename>, will usually also run |
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1391 under that user ID.</para> |
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1392 |
658
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1393 <para>If you add <literal role="rc-web">web</literal> items to |
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1394 your own personal <filename role="special"> |
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1395 /.hgrc</filename>\ file, CGI scripts won't read that |
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1396 <filename role="special"> /.hgrc</filename>\ file. Those |
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1397 settings will thus only affect the behaviour of the <command |
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1398 role="hg-cmd">hg serve</command> command when you run it. |
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1399 To cause CGI scripts to see your settings, either create a |
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1400 <filename role="special"> /.hgrc</filename>\ file in the |
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1401 home directory of the user ID that runs your web server, or |
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1402 add those settings to a system-wide <filename |
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1403 role="special"> /.hgrc</filename>\ file.</para> |
216
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1404 |
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1405 |
658
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1406 </sect3> |
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1407 </sect2> |
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parents:
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1408 </sect1> |
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1409 </chapter> |
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1410 |
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Bryan O'Sullivan <bos@serpentine.com>
parents:
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1411 <!-- |
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parents:
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1412 local variables: |
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Bryan O'Sullivan <bos@serpentine.com>
parents:
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1413 sgml-parent-document: ("00book.xml" "book" "chapter") |
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Bryan O'Sullivan <bos@serpentine.com>
parents:
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1414 end: |
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WIP DocBook snapshot that all compiles. Mirabile dictu!
Bryan O'Sullivan <bos@serpentine.com>
parents:
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1415 --> |