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docs/quickstart/index.rst
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Quickstart
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**********
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This guide will step you through setting up a Python-based virtualenv, installing the required packages, and configuring the basic web service.
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Dependencies
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------------
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Some basic prerequisites which you'll need in order to run Lemur:
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* A UNIX-based operating system. We test on Ubuntu, develop on OS X
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* Python 2.7
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* PostgreSQL
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* Ngnix
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.. note:: Lemur was built with in AWS in mind. This means that things such as databases (RDS), mail (SES), and SSL (ELB),
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are largely handled for us. Lemur does **not** require AWS to function. Our guides and documentation try to be
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be as generic as possible and are not intended to document every step of launching Lemur into a given environment.
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Setting up an Environment
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-------------------------
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The first thing you'll need is the Python ``virtualenv`` package. You probably already
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have this, but if not, you can install it with::
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pip install -U virtualenv
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Once that's done, choose a location for the environment, and create it with the ``virtualenv``
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command. For our guide, we're going to choose ``/www/lemur/``::
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virtualenv /www/lemur/
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Finally, activate your virtualenv::
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source /www/lemur/bin/activate
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.. note:: Activating the environment adjusts your PATH, so that things like pip now
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install into the virtualenv by default.
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Installing Lemur
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----------------
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Once you've got the environment setup, you can install Lemur and all its dependencies with
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the same command you used to grab virtualenv::
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pip install -U lemur
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Once everything is installed, you should be able to execute the Lemur CLI, via ``lemur``, and get something
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like the following:
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.. code-block:: bash
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$ lemur
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usage: lemur [--config=/path/to/settings.py] [command] [options]
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Installing from Source
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~~~~~~~~~~~~~~~~~~~~~~
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If you're installing the Lemur source (e.g. from git), you'll also need to install **npm**.
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Once your system is prepared, symlink your source into the virtualenv:
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.. code-block:: bash
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$ python setup.py develop
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.. Note:: This command will install npm dependencies as well as compile static assets.
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Creating a configuration
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------------------------
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Before we run Lemur we must create a valid configuration file for it.
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The Lemur cli comes with a simple command to get you up and running quickly.
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Simply run:
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.. code-block:: bash
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$ lemur create_config
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.. Note:: This command will create a default configuration under `~/.lemur/lemur.conf.py` you
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can specify this location by passing the `config_path` parameter to the `create_config` command.
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You can specify `-c` or `--config` to any Lemur command to specify the current environment
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you are working in. Lemur will also look under the environmental variable `LEMUR_CONF` should
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that be easier to setup in your environment.
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Once created you will need to update the configuration file with information about your environment,
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such as which database to talk to, where keys are stores etc..
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Initializing Lemur
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------------------
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Lemur provides a helpful command that will initialize your database for you. It creates a default user (lemur) that is
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used by Lemur to help associate certificates that do not currently have an owner. This is most commonly the case when
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Lemur has discovered certificates from a third party resource. This is also a default user that can be used to
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administer Lemur.
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.. code-block:: bash
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$ lemur init
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.. note:: It is recommended that once the 'lemur' user is created that you create individual users for every day access.
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There is currently no way for a user to self enroll for Lemur access, they must have an administrator create an account
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for them or be enrolled automatically through SSO. This can be done through the CLI or UI.
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See :ref:`Creating Users <CreatingUsers>` and :ref:`Command Line Interface <CommandLineInterface>` for details
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.. note::
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This assumes you have already created a postgres database and have specified the right postgres URI in the
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lemur configuration. See the `Postgres Documentation <http://www.postgresql.org/docs/9.0/static/tutorial-createdb.html>`_
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for details.
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Starting the Web Service
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------------------------
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Lemur provides a built-in webserver (powered by gunicorn and eventlet) to get you off the ground quickly.
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To start the webserver, you simply use ``lemur start``. If you opted to use an alternative configuration path
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you can pass that via the --config option.
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::
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# Lemur's server runs on port 5000 by default. Make sure your client reflects
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# the correct host and port!
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lemur --config=/etc/lemur.conf.py start
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You should now be able to test the web service by visiting `http://localhost:5000/`.
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Setup a Reverse Proxy
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---------------------
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By default, Lemur runs on port 5000. Even if you change this, under normal conditions you won't be able to bind to
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port 80. To get around this (and to avoid running Lemur as a privileged user, which you shouldn't), we recommend
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you setup a simple web proxy.
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Proxying with Nginx
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~~~~~~~~~~~~~~~~~~~
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You'll use the builtin HttpProxyModule within Nginx to handle proxying::
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location / {
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proxy_pass http://localhost:5000;
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proxy_redirect off;
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proxy_set_header Host $host;
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proxy_set_header X-Real-IP $remote_addr;
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proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
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proxy_set_header X-Forwarded-Proto $scheme;
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}
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See :doc:`../production/index` for more details on using Nginx.
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Proxying with Apache
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~~~~~~~~~~~~~~~~~~~~
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Apache requires the use of mod_proxy for forwarding requests::
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ProxyPass / http://localhost:5000/
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ProxyPassReverse / http://localhost:5000/
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ProxyPreserveHost On
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RequestHeader set X-Forwarded-Proto "https" env=HTTPS
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You will need to enable ``headers``, ``proxy``, and ``proxy_http`` apache modules to use these settings.
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See :doc:`../production/index` for more details on using Apache.
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Running Lemur as a Service
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---------------------------
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We recommend using whatever software you are most familiar with for managing Lemur processes. One option is
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`Supervisor <http://supervisord.org/>`_.
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Configure ``supervisord``
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Configuring Supervisor couldn't be more simple. Just point it to the ``lemur`` executable in your virtualenv's bin/
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folder and you're good to go.
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::
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[program:lemur-web]
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directory=/www/lemur/
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command=/www/lemur/bin/lemur start
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autostart=true
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autorestart=true
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redirect_stderr=true
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stdout_logfile syslog
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stderr_logfile syslog
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See :ref:`Using Supervisor <UsingSupervisor>` for more details on using Supervisor.
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Syncing
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-------
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Lemur uses periodic sync tasks to make sure it is up-to-date with it's environment. As always things can change outside
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of Lemur, but we do our best to reconcile those changes.
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.. code-block:: bash
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$ crontab -e
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* 3 * * * lemur sync
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* 3 * * * lemur check_revoked
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Additional Utilities
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--------------------
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If you're familiar with Python you'll quickly find yourself at home, and even more so if you've used Flask. The
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``lemur`` command is just a simple wrapper around Flask's ``manage.py``, which means you get all of the
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power and flexibility that goes with it.
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Some of those which you'll likely find useful are:
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lock
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~~~~
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Encrypts sensitive key material - This is most useful for storing encrypted secrets in source code.
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unlock
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~~~~~~
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Decrypts sensitive key material - Used to decrypt the secrets stored in source during deployment.
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What's Next?
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------------
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The above gets you going, but for production there are several different security considerations to take into account,
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remember Lemur is handling sensitive data and security is imperative.
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See :doc:`../production/index` for more details on how to configure Lemur for production.
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