README
author Paul Crowley <paul@lshift.net>
Fri, 20 Feb 2009 12:44:16 +0000
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mercurial-server
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A set of tools for managing authorization and access control for
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ssh-based Mercurial repositories
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Paul Crowley, paul@lshift.net, 2008
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This software may be used and distributed according to the terms
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of the GNU General Public License, incorporated herein by reference.
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WHAT IT GIVES YOU
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These tools make it easier to provide a centralized repository host
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with read/write access to many repositories for many developers.
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All of the repositories controlled by these tools are owned by a single user
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(the "hg" user in what follows), but many remote users can act on them, and
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different users can have different permissions. We don't use file permissions to
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achieve that - instead, developers log in as the "hg" user when they connect to
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the repository host using ssh, using ssh URLs of the form
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"ssh://hg@repository-host/repository-name". A restricted shell prevents them
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from using this access for unauthorized purposes. Developers are authenticated
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only using SSH keys; no other form of authentication is supported. 
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To give a user access to the repository, place their key in an
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appropriately-named subdirectory of "/etc/mercurial-server/keys" and run
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"/etc/mercurial-server/refresh-auth". You can then control what access they have
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to what repositories by editing the control file
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"/etc/mercurial-server/access.conf", which can match the names of these keys
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against a glob pattern. 
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For convenient remote control of access, you can instead (if you have the
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privileges) make changes to a special repository called "hgadmin", which
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contains its own "access.conf" file and "keys" directory. Changes pushed to this
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repository take effect immediately. The two "access.conf" files are
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concatenated, and the keys directories merged.
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QUICK START
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You and all developers using this system will need an SSH public key, and will
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almost certainly want to be running ssh-agent (or its equivalent, eg Pageant
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under Windows). If you're not familiar with ssh-agent, you should learn about
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that before using this.
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In what follows, certain operations (eg installing mercurial-server itself) have
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to be done on the repository server (which we call "repository-host"), but any
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operation that involves checking in or out of Mercurial can be done wherever is
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most convenient to you; the most usual arrangment would be that you'd do these
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things at the machine you sit at, and on which you run ssh-agent, which is what
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authenticates you when you talk to the repository server.
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Ensure there is no user called "hg" on the repository host, and run "./install".
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This installs the mercurial-server files and control files, and creates and sets
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up the "hg" user.
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Place your SSH public key in the directory "/etc/mercurial-server/keys/root". I
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suggest creating yourself a directory and naming the key after your hostname (ie
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the file is called something like
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"/etc/mercurial-server/keys/root/yourname/yourhostname") so that you can easily
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manage users who have a different key on each host they use. Then run
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"/etc/mercurial-server/refresh-auth".
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The repository is now ready to use, and you are now the sole user able to change
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and create repositories on this repository host.  
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CREATING REPOSITORIES
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To create a new repository, you clone a local repository onto the remote server.
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So if you want a new empty repository called "myproject", you can do (as
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yourself):
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    hg init myproject
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    hg clone myproject ssh://hg@repository-host/myproject
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ADDING OTHER USERS
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Because your key is in the "keys/root" subdirectory, you have the equivalent of
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"root privileges" over mercurial-server (not the whole computer, just
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mercurial-server). You can add other root users by putting their keys next to
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yours, or you can make less privileged users by putting their keys in the
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"keys/users" subdirectory - these users will be able to read and write to any
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repository (except one - see below) but will not be able to create new
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repositories. As always, when you change "/etc/mercurial-server/keys" you need
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to re-run "/etc/mercurial-server/refresh-auth".
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USING HGADMIN
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It can be inconvenient to log on to the repository server, become root, copy
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keys around, and run "refresh-auth" every time you want to change user
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privileges. This is where mercurial-server shines :-) Suppose you have another
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user's SSH public key in the file "/tmp/theirkey" (on the machine you sit at,
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not necessarily the repository server) and you want to give them user-level
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access to the repository server. Run these commands:
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    hg clone ssh://hg@repository-server/hgadmin
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    cd hgadmin
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    mkdir keys/user/thatuser
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    cp /tmp/theirkey keys/user/thatuser/theirhostname
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    hg add
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    hg commit -m "Added key for thatuser"
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    hg push
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In other words, hgadmin is a version controlled version of
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"/etc/mercurial-server/keys", and changes to it take effect immediately. Only
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"keys/root" users can act on "hgadmin" - those with keys in "keys/users" are
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locked out. Multiple admins can use Mercurial's version control to cooperate on
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controlling access to the repository server in a natural way. You can also add
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"root" users by putting their key in the "keys/root" directory in just the same
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way - these users will now be able to control hgadmin and create new
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repositories just as you can.
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ACCESS.CONF
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Out of the box, there are just two kinds of users: the ones with keys in
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"keys/root" and those in "keys/users". However, you can change this by editing
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"access.conf". There are two "access.conf" files, one in "/etc/mercurial-server"
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and one in "hgadmin"; the two are simply concatenated before being read.
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Each line of access.conf has the following syntax:
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<rule> <condition> <condition> ...
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Rule is one of
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init - allow any operation, including the creation of new repositories
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write - allow reads and writes to this file in this repository
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read - allow the repo to be read but reject matching writes
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deny - deny all requests
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A condition is a globpattern matched against a relative path, one of:
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user=<globpattern> - user's key
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repo=<globpattern> - repo (as the user supplies it)
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file=<globpattern> - file in the repo
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branch=<globpattern> - name of the branch
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The first rule in the file which has all its conditions satisfied is
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used to determine whether an action is allowed.
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Paths cannot contain any special characters except "/"; glob patterns
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cannot contain any special characters except "/" and "*".  "*" matches
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zero or more characters not including "/" while "**" matches zero or
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more characters including "/".
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Blank lines and lines that start with "#" are ignored.
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FILE CONDITIONS
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mercurial-server supports file and branch conditions, which restrict an
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operation depending on what files it modifies and what branch the work is on.
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However, the way these conditions work is subtle and can be counterintuitive -
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if you want to keep things simple, stick to user and repo conditions, and then
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things are likely to work the way you would expect.
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The rules file is used to make four decisions:
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- Whether to allow a repository to be created
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- Whether to allow access to a repository
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- Whether to allow a changeset on a particular branch at all
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- Whether to allow a changeset to change a particular file
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When the first two of these decisions are being made, nothing is known
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about what files might be changed, and so all file conditions
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automatically succeed for the purpose of such decisions.  This means
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that doing tricky things with file conditions can have
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counterintuitive consequences:
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- You cannot limit read access to a subset of a repository with a
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"read" rule and a file condition: any user who has access to a
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repository can read all of it and its full history.  Such a rule can
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only have the effect of masking a later "write" rule, as in this
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example:
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   read repo=specialrepo file=dontwritethis
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   write repo=specialrepo
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allows all users to read specialrepo, and to write to all files
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*except* that any changeset which writes to "dontwritethis" will be
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rejected.
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- For similar reasons, don't give "init" rules file conditions.
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- Don't try to deny write access to a particular file on a particular
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branch - a developer can write to the file on another branch and then
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merge it in.  Either deny all writes to the branch from that user, or
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allow them to write to all the files they can write to on any branch.
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In other words, something like this will have the intended effect
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  write user=docs/* branch=docs file=docs/*
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But something like this will not have the intended effect; it will
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effectively allow these users to write to any file on any branch, by
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writing it to "docs" first:
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  write user=docs/* branch=docs
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  write user=docs/* file=docs/*
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  read user=docs/*
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HOW IT WORKS
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When a developer attempts to connect to a repository via ssh, the SSH
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daemon searches for a match for that user's key in
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~hg/.ssh/authorized_keys.  If the developer is authorised to connect
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to the repository they will have an entry in this file.  The entry
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includes a "command" prefix which specifies that the restricted shell
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should be used; this shell is passed an argument identifying the
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developer.  The shell parses the command the developer is trying to
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execute, and consults a rules file to see if that developer is allowed
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to perform that action on that repository.  The bulk of the work of
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the restricted shell is done by the Python program "hg-ssh", but the
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shell script "hg-ssh-wrapper" sets up some configuration so that you
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can change it to suit your local installation.
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The file ~hg/.ssh/authorized_keys is generated by "refresh-auth",
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which recurses through a directory of files containing SSH keys and
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generates an entry in authorized_keys for each one, using the name of
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the key file as the identifier for the developer.  These keys will
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live in the "keys" subdirectory of a repository called "hgadmin".  A
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hook in this repository re-runs "refresh-auth" on the most recent
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version after every push.
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Finally, a hook in an extension is run for each changeset that is
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remotely committed, which uses the rules file to determine whether to
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allow the changeset.
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LOCKED OUT?
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Once you're working with "hgadmin", it can be convenient to remove all the keys
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in "/etc/mercurial-server/keys" and all the entries in
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"/etc/mercurial-server/access.conf" and use hgadmin to control everything. If
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you find yourself locked out, you can get back in again by restoring some of the
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entries you removed from these files - remember,
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"/etc/mercurial-server/access.conf" takes precedence over the "access.conf" in
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"hgadmin".
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THANKS
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Thanks for reading this far.  If you use mercurial-server, please tell
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me about it.
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Paul Crowley, 2008