Using Zope with an existing web server -------------------------------------- While Zope comes with a web server, you may wish to use it with an existing web server. Use Persistent CGI (PCGI) or FastCGI to allow your existing web server to work with Zope on Unix and Windows. Roughly, PCGI is a protocol for translating CGI requests from a web server into Zope requests. CGI requests are traditionally one shot events; the web server handles a request for a CGI script by spawning a new process to handle the requests, returning the results of the request when the process dies. Zope is a long running process, which means that it does not start up and die on each request like traditional CGI programs. If it did, each request would take far too long due to the time to start and stop an application server like Zope. Thus, PCGI is one of the options for gatewaying from the separate CGI processes to the Zope long running process. FastCGI is very similar to PCGI. Where PCGI has a "wafer-thin" external CGI program to connect Apache and Zope, FastCGI has an Apache module. This saves the so called "fork tax" which is incurred when Apache forks to execute the PCGI CGI program. Using Zope in multi-threaded mode with ZServer ---------------------------------------------- ZServer is a general purpose TCP server for publishing Zope objects over various transport protocols. For Zope to run multi-threaded, you must run ZServer. ZServer is based on Sam Rushing's Medusa software. The benefit of using Medusa as the ZServer core is that it is not protocol specific (Medusa provides libraries to program for any protocol) and it is easily extensible. Because Medusa is written in Python, is extremely high performance by design, and comes with an HTTP and FTP server, we chose it for the Zope core. It is not necessary, however, for ZServer to actually listen for incoming HTTP requests. If you want Apache to do the actual listening and serving, then you can use ZServer's PCGI or FastCGI components to communicate with Apache. PCGI To run ZServer with PCGI, you must specify the -p option to the 'z2.py' startup script. From the top level Zope directory, you can:: bash% python1.5.2 z2.py -p Note, you must have gone through the directions in 'INSTALL.txt' for this to work. This command will start ZServer up with PCGI (by default, it will also start up an HTTP and FTP server). For PCGI to work, the webserver and Zope must agree on a PCGI resource file. If this file is not named 'Zope.cgi' and is not in the same directory as 'z2.py', then you can specify the file name after the '-p', like:: bash% python.1.5.2 z2.py -p /path/to/PCGI/resource/file Now the Zope long running process is started up, and the PCGI component is loaded and ready to receive CGI requests from your webserver. The installation process should create a 'Zope.cgi' PCGI file. Copy the 'Zope.cgi' file to your web server's 'cgi-bin' directory. On Unix you can also create a symbolic link to 'Zope.cgi' from your cgi-bin directory. For example:: ln -s /home/amos/Zope/Zope.cgi /usr/local/apache/cgi-bin/Zope At this point you should perform any other steps you web server requires to install and configure a CGI script. Note: For more information on PCGI check out Jeff Bauer's "PCGI pages", http://starship.skyport.net/crew/jbauer/persistcgi/. When your Zope.cgi file is correctly configured as a CGI script with your web server, you are ready to access Zope through the web. You should point your browser at: 'http://youmachine.example.com:8998/cgi-bin/Zope.cgi/manage' (Your URL maybe be different depending on how your web server is configured.) You should be prompted to enter a username and password. Enter the Zope "super manager" name and password. Note: Apache requires some tricky configuration to get it to pass the HTTP authentication header information to Zope. See the section 'Zope authentication with existing web servers'. FastCGI FastCGI is relatively easy to set up if you have installed an Apache module before. If you haven't, don't worry, it isn't difficult. It comes with straightforward instructions. You will need to download the mod_fastcgi module from FastCGI.com: http://www.fastcgi.com A version more recent than 2.2.2 is needed. If 2.2.3 or greater is not yet available, get one of the snapshots from October 6th or later: http://www.fastcgi.com/dist/ Extract the archive and follow the directions in its 'INSTALL' file. Using the 'DSO' method is usually easiest. Next, Zope must be set up to use FastCGI. You must decide whether you want to use FastCGI via a Unix domain socket or a TCP port. You will have to use a TCP port if you are using a Win32 box, or any other operating system that does not provide Unix domain sockets (sockets in the filesystem). It is also the method you must use if Apache and Zope reside on different computers. You will need to select a port number. This is arbitrary, but it must not already be in use, and if you are not the super-user, it must be a sufficiently high number. For illustrative purposes, I will use 8889. Unix domain sockets do not open a TCP port, which may be significant in some tight-security situation, but it requires slightly more setup, and so it is slightly less fool-proof. You will need to select a location and filename for the socket. Likely options are '/tmp/zope.soc' or within Zope's 'var' directory. Make sure that both Zope and Apache will have adequate file permissions to read and write to the socket. For illustrative purposes, I will use '/tmp/zope.soc'. The option to configure this is '-F (port #|socket filename)'. Edit your 'start' script. It's found in the root of your Zope installation, and it will look something like this:: #! /bin/sh reldir=`dirname $0` PYTHONHOME=`cd $reldir; pwd` export PYTHONHOME exec /usr/bin/python \ $PYTHONHOME/z2.py \ -D "$@" Insert a line before after '$PYTHONHOME/z2.py \'. If you are using a TCP port, it will look like this:: -F 8889 \ If you are using a socket, the line will look like this:: -F /tmp/zope.soc \ The trailing backslash is significant! You can start Zope at this point by running the 'start' script:: $ ./start Note that by default the start script starts Zope in debug mode, and so this command will not come back to a shell prompt until Zope exits. Next, Apache must be set up to pass FastCGI requests to Zope. This is done with a 'FastCgiExternalServer' directive in Apache's httpd.conf. By using 'FastCgiExternalServer' we are telling FastCGI that we'll be launching and killing the long-running process manually. It goes at the beginning of 'Section 2'. This directive will look like this for a TCP port configuration:: FastCgiExternalServer /PATH/TO/apache/htdocs/zope \ -host localhost:8889 \ -pass-header Authorization ...or like this for a socket configuration:: FastCgiIpcDir /tmp FastCgiExternalServer /PATH/TO/apache/htdocs/zope \ -socket zope.soc \ -pass-header Authorization The FastCgiIpcDir directive is needed to tell FastCGI where to find the socket file. By default, FastCGI will look in /tmp/fcgi. You *cannot* specify a full path with the '-socket' option, only a filename within the FastCgiIpcDir. The first argument after the directive name is confusing. Apache maps URLs to directories and files within your 'DocumentRoot'. You must specify the name of a file within your DocumentRoot directory, but that file need not (and probably should not) actually exist. When Apache tries to serve that file, it will instead send the request through FastCGI. Make sense? Say, for instance, you want zope to be accessible from this URL: http://myserver.org/myzope Suppose further that you have Apache installed at /usr/local/apache. The directive would have to look like this:: FastCgiExternalServer /usr/local/apache/htdocs/myzope \ ... ... The next argument depends on whether you are using a TCP port or a socket. Note that the -host (port) argument requires the hostname. In the example, it's the same host as Apache runs on, but this need not be the case. If you are using a socket, make sure Apache has the appropriate privileges to find it. The last argument, '-pass-header Authorization', tells FastCGI to pass the Authorization headers to Zope. Without this, you would not be able to use the Zope web management interface, or anything else that requires authorization. (Note: This feature was not in mod_fastcgi 2.2.2) One more item must be added to the httpd.conf. Below the 'FastCgiExternServer' directive, enter the following:: SetHandler fastcgi-script ...changing '/zope' as appropriate. Using the 'http://myserver.org/myzope' example from above, it would look like this:: SetHandler fastcgi-script This creates a special case for the location specified, telling Apache to let FastCGI handle the request. That is all that is needed. Make sure Zope is running, start or restart Apache, and you are finished. Using Zope in single-threaded mode with pcgi_publisher ------------------------------------------------------ The installation process should create a 'Zope.cgi' PCGI file. Copy the 'Zope.cgi' file to your web server's cgi-bin directory. On Unix you can also create a symbolic link to 'Zope.cgi' from your cgi-bin directory. For example:: ln -s /home/amos/Zope/Zope.cgi /usr/local/apache/cgi-bin/Zope At this point you should perform any other steps you web server requires to install and configure a CGI script. Note: For more information on PCGI check out Jeff Bauer's "PCGI pages", http://starship.skyport.net/crew/jbauer/persistcgi/. When your Zope.cgi file is correctly configured as a CGI script with your web server, you are ready to access Zope through the web. You should point your browser at: 'http://youmachine.example.com:8998/cgi-bin/Zope.cgi/manage' (Your URL maybe be different depending on how your web server is configured.) You should be prompted to enter a username and password. Enter the Zope "super manager" name and password. Zope authentication with existing web servers --------------------------------------------- Zope normally performs both authentication and authorization of users. Some web servers don't pass authentication information to CGI scripts. If you keep getting rejected when you try to access Zope through the web with the "super manager" user name and password, there is a good chance that your web server is not passing authentication information to Zope. Getting Apache to pass authentication headers Before attempting to use your own Apache with Zope, it is highly recommended that you look at Zap. Zap is a preconfigured and precompiled version of Apache for Linux that drops right into Zope with no hassles. Even if you want to use your own Apache, or if you use it on a different platform than Linux, it is very helpful to have Zap's 'httpd.conf' file to guide you through configuring Apache. Zap can be found on the Zope website at: http://www.zope.org/Download/Releases/Zap-1.1.0 If you are using Apache you will need to convince Apache to pass authentication headers to Zope. The easiest way to do this with Apache 1.3 and above is to use mod_rewrite. Here is an example of configuration information which you would place in an Apache conf file:: # Zope configuration maps /Zope/ to the Zope.cgi CGI script RewriteEngine on RewriteCond %{HTTP:Authorization} ^(.*) RewriteRule ^/Zope/(.*) /usr/local/apache/cgi-bin/Zope.cgi/$1 [e=HTTP_CGI_AUTHORIZATION:%1,t=application/x-httpd-cgi,l] Note that the RewriteRule should be one long line, and that the last character is the letter l, not the number 1. For Apache servers version 1.3b4 and above, there is an alternate way to get the server to pass through authorization headers, but you must have the ability to recompile your Apache server binary. If you pass the flag -DSECURITY_HOLE_PASS_AUTHORIZATION when compiling the server, the resulting Apache binary will allow authorization headers to pass through to CGI programs and you can avoid using the Rewrite rules described above. Allowing your server to handle authentication itself Sometimes you may prefer to handle authentication outside Zope, for example if your web server already does complex authorization, or if it seems too difficult to convince it to pass authentication information to Zope. As of 1.9, Zope began supporting a mode that allowed the web server to handle authentication. The 'REMOTE_USER' environment variable is then matched to the identity of a user object in Zope. The following provide step-by-step instructions for setting this up in Apache, allowing both the Zope "super manager" defined in the Zope 'access' file and users defined in Zope User Folders to be authenticated via the web server. Get Apache to authenticate /cgi-bin/Zope Add a directive in your Apache configuration file such as:: AuthType Basic AuthName Zope-realm AuthUserFile /usr/local/etc/httpd/conf/ru_users require valid-user Then send Apache a '-1' signal to tell it to re-read its configuration files. *Note*: The above presumes that '/cgi-bin/Zope' has been made executable by some other Apache directive in the configuration file. Ensure Apache has 'superuser' Using Apache's tools for managing a user database, make sure that the 'AuthUserFile' defined above has a valid user called 'superuser'. Get Zope to use Apache's authentication Change Zope's access file to contain just the superuser id followed by a colon, as in:: superuser: Note that this can be any value, including spaces. The only restriction is that the value must match a user defined in Apache's user database. N.B.: removing the password in the access file also enables access to the monitor for any user connecting through the localhost interface -- DISABLE THE MONITOR if using this option on any box which allows untrusted logins. Shut down Zope by doing:: kill `cat var/Main.pid` from the Zope directory. Configure Zope At this point you are able to log in using the "superuser" identity. If you want other people defined in the Apache user database to have identities in Zope, you need to add them to a User Folder (the object whose ID is acl_users). Either click on the pre-defined acl_users in the top folder or add a User Folder object to a subfolder. Specific web servers Apache * As mentioned above, Apache does not pass authorization information to CGI scripts by default. See above for information on how to deal with this situation. * An Apache module to support PCGI (mod_pcgi) is under development. Netscape Servers * Like Apache, Netscape does not pass HTTP Authorization information to CGI scripts. We have a plugin at our website that addresses this. http://www.digicool.com * Alternatively, you can allow the web server to perform the authentication step. See above for more information. IIS * You must turn off Windows NT Challenge/Response authentication. To do this, go to IIS Manager, right-click on the server, select Service Properties, and deselect *both* 'Windows NT Challenge/Response' and, strangely, Basic Authentication from the Password Authentication area of the Service tabbed worksheet. * IIS kindly throws out PATH_INFO when writing to its logs, so if you want to log which Zope objects are actually being accessed, you will need to investigate an ISAPI filter * An ISAPI module to support PCGI is under development. * IIS 4.0 throws away Zope's error messages by default. This behavior can create quite a few problems, including authentication problems. Microsoft prides itself on the clear error messages that IIS 4.0 presents, when the user makes a mistake. These error messages are implemented in the form of Custom Error handlers, that return a file, or URL to a user when a certain error occurs. This means, that when you forget to fill in an Id when you want to create, say, a new SQL Method, Zope's clear error message is replaced by IIS's totally irrelevant error message. Also, it completely breaks authentication when the user uses IE5.0 when trying to log into a secure area of the server. These Custom Error handlers are enabled by default. Luckily, the handlers can quite easily be switched off: Open the IIS website in the Management Console, and navigate to the folder you put the PCGI executable in. If you named your Zope installation 'Zope', it will be called 'Zope.exe'. Double-click on that file. A property page will appear. Select the 'Custom Errors' tab. Now, select every HTTP Error code in the listbox that doesn't have type 'Default', and click on the 'Set to Default' button for each one. This will disable IIS overriding the error message returned by Zope. Click OK, and voila, Zope is allowed to tell the world what it thinks went wrong.