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Move prod auth and first login doc to new page.
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@ -23,87 +23,8 @@ See [Installing Zulip in production](https://zulip.readthedocs.io/en/latest/prod
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Authentication and logging into Zulip the first time
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====================================================
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(As you read and follow the instructions in this section, if you run
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into trouble, check out the troubleshooting advice in the next major
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section.)
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See [Authentication and logging into Zulip the first time](https://zulip.readthedocs.io/en/latest/prod-auth-first-login.html).
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Once you've finished installing Zulip, configuring your settings.py
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file, and initializing the database, it's time to login to your new
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installation. By default, initialize-database creates 1 realm that
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you can join, the `ADMIN_DOMAIN` realm (defined in
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`/etc/zulip/settings.py`).
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The `ADMIN_DOMAIN` realm is by default configured with the following settings:
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* `restricted_to_domain=True`: Only people with emails ending with @ADMIN_DOMAIN can join.
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* `invite_required=False`: An invitation is not required to join the realm.
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* `invite_by_admin_only=False`: You don't need to be an admin user to invite other users.
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* `mandatory_topics=False`: Users are not required to specify a topic when sending messages.
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If you would like to change these settings, you can do so using the
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Django management python shell (as the zulip user):
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```
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cd /home/zulip/deployments/current
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./manage.py shell
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from zerver.models import *
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r = get_realm(settings.ADMIN_DOMAIN)
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r.restricted_to_domain=False # Now anyone anywhere can login
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r.save() # save to the database
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```
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If you realize you set `ADMIN_DOMAIN` wrong, in addition to fixing the
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value in settings.py, you will also want to do a similar manage.py
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process to set `r.domain = "newexample.com"`. If you've already
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changed `ADMIN_DOMAIN` in settings.py, you can use
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`Realm.objects.all()` in the management shell to find the list of
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realms and pass the domain of the realm that is not "zulip.com" to
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`get_realm`.
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Depending what authentication backend you're planning to use, you will
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need to do some additional setup documented in the `settings.py` template:
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* For Google authentication, you need to follow the configuration
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instructions around `GOOGLE_OAUTH2_CLIENT_ID` and `GOOGLE_CLIENT_ID`.
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* For Email authentication, you will need to follow the configuration
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instructions for outgoing SMTP from Django. You can use `manage.py
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send_test_email username@example.com` to test whether you've
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successfully configured outgoing SMTP.
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You should be able to login now. If you get an error, check
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`/var/log/zulip/errors.log` for a traceback, and consult the next
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section for advice on how to debug. If you aren't able to figure it
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out, email zulip-help@googlegroups.com with the traceback and we'll
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try to help you out!
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You will likely want to make your own user account an admin user,
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which you can do via the following management command:
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```
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./manage.py knight username@example.com -f
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```
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Now that you are an administrator, you will have a special
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"Administration" tab linked to from the upper-right gear menu in the
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Zulip app that lets you deactivate other users, manage streams, change
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the Realm settings you may have edited using manage.py shell above,
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etc.
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You can also use `manage.py knight` with the
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`--permission=api_super_user` argument to create API super users,
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which are needed to mirror messages to streams from other users for
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the IRC and Jabber mirroring integrations (see
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`bots/irc-mirror.py` and `bots/jabber_mirror.py` for some detail on these).
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There are a large number of useful management commands under
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`zerver/manangement/commands/`; you can also see them listed using
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`./manage.py` with no arguments.
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One such command worth highlighting because it's a valuable feature
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with no UI in the Administration page is `./manage.py realm_filters`,
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which allows you to configure certain patterns in messages to be
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automatically linkified, e.g. whenever someone mentions "T1234" it
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could be auto-linkified to ticket 1234 in your team's Trac instance.
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Checking Zulip is healthy and debugging the services it depends on
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==================================================================
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@ -49,6 +49,7 @@ Contents:
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prod-requirements
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prod-install
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prod-auth-first-login
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.. _tutorial-docs:
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88
docs/prod-auth-first-login.md
Normal file
88
docs/prod-auth-first-login.md
Normal file
@ -0,0 +1,88 @@
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Authentication and logging into Zulip the first time
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====================================================
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(As you read and follow the instructions in this section, if you run
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into trouble, check out the troubleshooting advice in [the next major
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section](https://github.com/zulip/zulip/blob/master/README.prod.md#checking-zulip-is-healthy-and-debugging-the-services-it-depends-on).)
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Once you've finished installing Zulip, configuring your settings.py
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file, and initializing the database, it's time to login to your new
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installation. By default, initialize-database creates 1 realm that
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you can join, the `ADMIN_DOMAIN` realm (defined in
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`/etc/zulip/settings.py`).
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The `ADMIN_DOMAIN` realm is by default configured with the following settings:
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* `restricted_to_domain=True`: Only people with emails ending with @ADMIN_DOMAIN can join.
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* `invite_required=False`: An invitation is not required to join the realm.
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* `invite_by_admin_only=False`: You don't need to be an admin user to invite other users.
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* `mandatory_topics=False`: Users are not required to specify a topic when sending messages.
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If you would like to change these settings, you can do so using the
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Django management python shell (as the zulip user):
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```
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cd /home/zulip/deployments/current
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./manage.py shell
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from zerver.models import *
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r = get_realm(settings.ADMIN_DOMAIN)
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r.restricted_to_domain=False # Now anyone anywhere can login
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r.save() # save to the database
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```
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If you realize you set `ADMIN_DOMAIN` wrong, in addition to fixing the
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value in settings.py, you will also want to do a similar manage.py
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process to set `r.domain = "newexample.com"`. If you've already
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changed `ADMIN_DOMAIN` in settings.py, you can use
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`Realm.objects.all()` in the management shell to find the list of
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realms and pass the domain of the realm that is not "zulip.com" to
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`get_realm`.
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Depending what authentication backend you're planning to use, you will
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need to do some additional setup documented in the `settings.py` template:
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* For Google authentication, you need to follow the configuration
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instructions around `GOOGLE_OAUTH2_CLIENT_ID` and `GOOGLE_CLIENT_ID`.
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* For Email authentication, you will need to follow the configuration
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instructions for outgoing SMTP from Django. You can use `manage.py
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send_test_email username@example.com` to test whether you've
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successfully configured outgoing SMTP.
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You should be able to login now. If you get an error, check
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`/var/log/zulip/errors.log` for a traceback, and consult the next
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section for advice on how to debug. If you aren't able to figure it
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out, email zulip-help@googlegroups.com with the traceback and we'll
|
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try to help you out!
|
||||
|
||||
You will likely want to make your own user account an admin user,
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||||
which you can do via the following management command:
|
||||
|
||||
```
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./manage.py knight username@example.com -f
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```
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Now that you are an administrator, you will have a special
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"Administration" tab linked to from the upper-right gear menu in the
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Zulip app that lets you deactivate other users, manage streams, change
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the Realm settings you may have edited using manage.py shell above,
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etc.
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You can also use `manage.py knight` with the
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`--permission=api_super_user` argument to create API super users,
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which are needed to mirror messages to streams from other users for
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the IRC and Jabber mirroring integrations (see
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`bots/irc-mirror.py` and `bots/jabber_mirror.py` for some detail on these).
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There are a large number of useful management commands under
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`zerver/manangement/commands/`; you can also see them listed using
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`./manage.py` with no arguments.
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One such command worth highlighting because it's a valuable feature
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with no UI in the Administration page is `./manage.py realm_filters`,
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which allows you to configure certain patterns in messages to be
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automatically linkified, e.g., whenever someone mentions "T1234", it
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could be auto-linkified to ticket 1234 in your team's Trac instance.
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Next step: [Checking that Zulip is healthy and debugging the services
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it depends
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on](https://github.com/zulip/zulip/blob/master/README.prod.md#checking-zulip-is-healthy-and-debugging-the-services-it-depends-on).
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@ -92,4 +92,4 @@ These instructions should be followed as root.
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(6) Subscribe to [the Zulip announcements Google Group](https://groups.google.com/forum/#!forum/zulip-announce)
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to get announcements about new releases, security issues, etc.
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Congratulations! Next: [Authentication and logging into Zulip the first time](https://github.com/zulip/zulip/blob/master/README.prod.md#authentication-and-logging-into-zulip-the-first-time).
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Congratulations! Next: [Authentication and logging into Zulip the first time](https://zulip.readthedocs.io/en/latest/prod-auth-first-login.html).
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