README
author Paul Crowley <paul@lshift.net>
Sat, 07 Mar 2009 08:55:42 +0000
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child 82 7369ff737684
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mercurial-server
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mercurial-server makes a group of repositories available to the developers
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you choose, identified by ssh keys, with easy key and access management
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based on hg.
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Paul Crowley, paul@lshift.net, 2008-2009
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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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http://hg.opensource.lshift.net/mercurial-server/
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All of the repositories controlled by mercurial-server are owned by a
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single user (the "hg" user in what follows), but many remote users can act
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on them, and different users can have different permissions. We don't use
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file permissions to achieve that - instead, developers log in as the "hg"
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user when they connect to the repository host using ssh, using ssh URLs of
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the form "ssh://hg@repository-host/repository-name". A restricted shell
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prevents them from using this access for unauthorized purposes. Developers
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are authenticated only using SSH keys; no other form of authentication is
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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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"/usr/local/lib/mercurial-server/refresh-auth". You can then control what
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access they have 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
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this 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
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will almost certainly want to be running ssh-agent (or its equivalent, eg
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Pageant under Windows). If you're not familiar with ssh-agent, you should
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learn about that before using this.
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In what follows, certain operations (eg installing mercurial-server itself)
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have to be done on the repository server (which we call "repository-host"),
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but any operation that involves checking in or out of Mercurial can be done
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wherever is most convenient to you; the most usual arrangment would be that
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you'd do these things at the machine you sit at, and on which you run
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ssh-agent, which is what authenticates you when you talk to the repository
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server.
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Ensure there is no user called "hg" on the repository host, and run
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"./install". This installs the mercurial-server files and control files, and
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creates and sets up the "hg" user.
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Place your SSH public key in the directory "/etc/mercurial-server/keys/root".
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I suggest creating yourself a directory and naming the key after your hostname
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(ie the file is called something like
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"/etc/mercurial-server/keys/root/yourname/yourhostname") so that you can
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easily manage users who have a different key on each host they use. Then run
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"/usr/local/lib/mercurial-server/refresh-auth".
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The repository is now ready to use, and you are now the sole user able to
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change 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
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server. So if you want a new empty repository called "myproject", you can do
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(as 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
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of "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 "/usr/local/lib/mercurial-server/refresh-auth".
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LOGGING
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Every push and pull is logged with the key used: see the file .hg/serve-log in
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each repository.
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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
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on controlling access to the repository server in a natural way. You can also
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add "root" users by putting their key in the "keys/root" directory in just the
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same 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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Once you're working with "hgadmin", it can be convenient to remove all the
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keys 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
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the 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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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
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"/etc/mercurial-server" and one in "hgadmin"; the two are simply concatenated
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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 used to
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determine whether an action is allowed.
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Paths cannot contain any special characters except "/"; glob patterns cannot
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contain any special characters except "/" and "*". "*" matches zero or more
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characters not including "/" while "**" matches zero or more characters
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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 about
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what files might be changed, and so all file conditions automatically succeed
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for the purpose of such decisions. This means that doing tricky things with
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file conditions can have counterintuitive consequences:
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- You cannot limit read access to a subset of a repository with a "read" rule
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and a file condition: any user who has access to a repository can read all of
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it and its full history. Such a rule can only have the effect of masking a
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later "write" rule, as in this 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 *except* that
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any changeset which writes to "dontwritethis" will be 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 branch -
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a developer can write to the file on another branch and then merge it in.
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Either deny all writes to the branch from that user, or allow them to write to
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all the files they can write to on any branch. In other words, something like
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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 effectively
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allow these users to write to any file on any branch, by writing it to "docs"
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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 daemon
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searches for a match for that user's key in ~hg/.ssh/authorized_keys. If the
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developer is authorised to connect to the repository they will have an entry
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in this file. The entry includes a "command" prefix which specifies that the
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restricted shell "/usr/local/lib/mercurial-server/hg-ssh" should be used; this
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shell is passed an argument identifying the developer. The shell parses the
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command the developer is trying to execute, and consults a rules file to see
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if that developer is allowed to perform that action on that repository.
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The file ~hg/.ssh/authorized_keys is generated by "refresh-auth", which
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recurses through two directories of files containing SSH keys and generates an
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entry in authorized_keys for each one, using the name of the key file as the
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identifier for the developer. These keys will live in the "keys" subdirectory
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"/etc/mercurial-server" and the "keys" subdirectory of a repository called
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"hgadmin". A 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, hook in an extension is run for each changeset that is remotely
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committed, which uses the rules file to determine whether to allow the
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changeset.
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SECURITY OF MERCURIAL-SERVER
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mercurial-server relies entirely on sshd to grant access to remote users. As a
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result, it runs no daemons, installs no setuid programs, and no part of it
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runs as root except the install process: all programs run as the user hg. And
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any attack on mercurial-server can only be started if the Bad Guys already
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have a public key in ~hg/.ssh/authorized_keys, otherwise sshd will bar the
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way. No matter what command the user tries to run on the remote system via
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ssh, mercurial-server is run. 
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It parses the command line the user asked for, and interprets and runs the
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corresponding hg operation itself if access is allowed, so users can only read
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and add to history within repositories; they cannot run any other hg command.
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In addition, every push and pull is logged with a datestamp, changeset ID and
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the key that performed the operation.
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However, while the first paragraph holds no matter what bugs mercurial-server
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contains, the second depends on the relevant code being correct; though the
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entire codebase is currently only about twice as long as this README,
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mercurial-server is a fairly new program and may harbour bugs. Backups are
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essential!
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THANKS
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Thanks for reading this far. If you use mercurial-server, please tell me about
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it.
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Paul Crowley, 2009