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README
MPL-2.0

Hermes

CI

Hermes is not an official HashiCorp project. The repository contains software which is under active development and is in the alpha stage. Please read the “Project Status” section for more information.

Hermes is an open source document management system created by HashiCorp to help scale the writing and document process. Read the release blog post here.

Hermes was created and is currently maintained by HashiCorp Labs, a small team in the Office of the CTO.

Please note: While this is not an official HashiCorp project, security is still very important to us! If you think that you've found a security issue, please contact us via email at security@hashicorp.com instead of filing a GitHub issue.

Usage

Setup

Google

  1. Sign up for a Google Workspace account.

  2. Create a Google Cloud project.

  3. Enable the following APIs for Google Workspace APIs

    • Admin SDK API (optional, if enabling Google Groups as document approvers)
    • Google Docs API
    • Google Drive API
    • Gmail API
    • People API
    • Also, to enable searching for users, the Google Workspace domain admin needs to enable external directory sharing. See more details: https://support.google.com/a/answer/6343701
      • Select Directory Setting >Sharing setting section > Contact sharing > Enable contact sharing
  4. Configure the OAuth consent screen for the application in GCP project.

    • Enter a domain name in the “Authorized domains” section that Hermes may use. Example, mycompany.com
    • Add scopes:
      • https://www.googleapis.com/auth/drive.readonly
  5. Create OAuth client ID credentials for a “web application”.

    • Add the following domains in the “Authorized JavaScript origins” section.

      • https://{HERMES_DOMAIN}
      • http://localhost:8000 (Note: this should be localhost when running locally)
    • Add the following URLs in the “Authorized redirect URIs” section.

      • https://{HERMES_DOMAIN}/torii/redirect.html
      • http://localhost:8000/torii/redirect.html (Note: this should be localhost when running locally)

    Please note the client ID as you may need it to be provided at application build time as the HERMES_WEB_GOOGLE_OAUTH2_CLIENT_ID environment variable.

  6. Create OAuth client ID credentials for a “desktop application” for Hermes backend.

    • Download the OAuth credentials JSON file and save it to the root of this project repository.
    • Rename to credentials.json

Google Drive

We suggest using a shared drive for your organization.

  • "Shortcuts" folder: this folder contains an organized hierarchy of folders and shortcuts to published files. You may want to share this with users if you need to provide a non-Hermes experience of navigating through Google Drive to find documents.

    • Structure: {doc_type}/{product}/{document}
  • "Documents" folder: this folder contains all published documents in a flat structure. This folder should be shared with all of your users, but it is not ideal to view itself in Google Drive, given the flat structure. Instead, the "shortcuts folder" will provide a better viewing experience when navigating directly in Google Drive.

  • "Drafts" folder: this folder contains all draft documents. It should be kept private and only accessible to the Hermes service user. The Hermes user will automatically share any draft documents with document owners and collaborators.

Example shared drive organization

  • Shared Drives
    • Hermes
      • Documents (this is the "shortcuts" folder)
      • All Documents (this is the "documents" folder)
      • Drafts (this is the "drafts" folder)

Algolia (required)

  1. Sign up for a free Algolia account.

The Application ID, Search API Key, and Write API Key in Algolia's API Keys settings are required for the Hermes server and the indexer. You will later add them to the config.hcl configuration file.

Similarly, you will use these values to set the HERMES_WEB_ALGOLIA_APP_ID and HERMES_WEB_ALGOLIA_SEARCH_API_KEY environment variables at build time.

Jira (optional)

Jira can be optionally configured to enable linking Hermes projects with Jira issues.

  1. Create an API token for Jira.

  2. Enable Jira using the jira block in the Hermes config file.

Development and Usage

Requirements

Configuration File

Copy the example configuration file to the root of this repo and edit the file (it contains sensible defaults and comments to hopefully provide enough information to update necessary values).

cp configs/config.hcl ./
# Edit config.hcl...

Build the Project

make build

PostgreSQL

Hermes can be configured to point to any PostgreSQL database, but for running locally, there is tooling to start one in Docker using Docker Compose.

# Start PostgreSQL in Docker.
make docker/postgres/start

The database password can be configured via the Hermes config.hcl or the HERMES_SERVER_POSTGRES_PASSWORD environment variable.

Run the Server

./hermes server -config=config.hcl

Run the Indexer

./hermes indexer -config=config.hcl

NOTE: when not using a Google service account, this will automatically open a browser to authenticate the server to read and create documents, send emails, etc.

Running Hermes in Production

  1. Create Service Account
  • Create a new key (JSON type) for the service account and download it.
  • Go to Delegating domain-wide authority to the service account and follow the instructions to enter the OAuth scopes.
  • Add the following OAuth scopes (if enabling group approvals, add https://www.googleapis.com/auth/admin.directory.group.readonly to the comma-delimited list): https://www.googleapis.com/auth/directory.readonly,https://www.googleapis.com/auth/documents,https://www.googleapis.com/auth/drive,https://www.googleapis.com/auth/gmail.send
  1. Configure the service account in the auth block under the google_workspace config block.

  2. If enabling group approvals, add the https://www.googleapis.com/auth/admin.directory.group.readonly role to the service user configured as the subject in the auth block (from previous step).

Architecture

Server

The server process serves web content. Of note, there are API endpoints for an authenticated Algolia proxy (/1/ to allow usage of Algolia's client library), and redirect links (/l/) which provide human-readable links (i.e., /l/rfc/lab-123) to documents.

Indexer

The indexer is a process that is run alongside the server that continually polls for published document updates and reindexes their content in Algolia for search. Additionally, it will rewrite the document headers with Hermes metadata in case they are manually changed to incorrect values. While not strictly required, it is recommended to run the indexer so search index data and Google Docs stay up-to-date.

Frontend

The Ember.js web frontend is built and embedded into the Hermes binary, and served via the server process.

Project Status

This project is under active development and in the alpha stage. There may be breaking changes to the API, application configuration file, or other parts of the project. We recommend against installing builds from the main branch. We will make every attempt to document breaking changes and provide an upgrade path between releases of Hermes.

Feedback

If you think that you've found a security issue, please contact us via email at security@hashicorp.com instead of filing a GitHub issue.

Found a non-security-related bug or have a feature request or other feedback? Please open a GitHub issue.

Please note that it may take us up to a week to respond to GitHub issues as we continue to work on the project.

Contributing

In the short term, there are several large changes planned for the Hermes project. To make sure there aren’t any conflicts with the upcoming plans for the project, before submitting a PR please create a GitHub issue so we can validate the change you may want to propose.

As the project becomes more stable over the next several releases, we think it will become much easier to contribute.

Please note that it may take us up to a week to respond to PRs that are submitted as we continue to work on the project.

Upcoming Plans

Here are some higher-level initiatives that we are currently working on:

  • Increase test coverage.
  • Finish migration of using Algolia as a NoSQL database to PostgreSQL as the source of truth for all non-search data.
Copyright (c) 2023 HashiCorp, Inc. Mozilla Public License Version 2.0 ================================== 1. Definitions -------------- 1.1. "Contributor" means each individual or legal entity that creates, contributes to the creation of, or owns Covered Software. 1.2. "Contributor Version" means the combination of the Contributions of others (if any) used by a Contributor and that particular Contributor's Contribution. 1.3. "Contribution" means Covered Software of a particular Contributor. 1.4. "Covered Software" means Source Code Form to which the initial Contributor has attached the notice in Exhibit A, the Executable Form of such Source Code Form, and Modifications of such Source Code Form, in each case including portions thereof. 1.5. "Incompatible With Secondary Licenses" means (a) that the initial Contributor has attached the notice described in Exhibit B to the Covered Software; or (b) that the Covered Software was made available under the terms of version 1.1 or earlier of the License, but not also under the terms of a Secondary License. 1.6. "Executable Form" means any form of the work other than Source Code Form. 1.7. "Larger Work" means a work that combines Covered Software with other material, in a separate file or files, that is not Covered Software. 1.8. "License" means this document. 1.9. "Licensable" means having the right to grant, to the maximum extent possible, whether at the time of the initial grant or subsequently, any and all of the rights conveyed by this License. 1.10. "Modifications" means any of the following: (a) any file in Source Code Form that results from an addition to, deletion from, or modification of the contents of Covered Software; or (b) any new file in Source Code Form that contains any Covered Software. 1.11. "Patent Claims" of a Contributor means any patent claim(s), including without limitation, method, process, and apparatus claims, in any patent Licensable by such Contributor that would be infringed, but for the grant of the License, by the making, using, selling, offering for sale, having made, import, or transfer of either its Contributions or its Contributor Version. 1.12. "Secondary License" means either the GNU General Public License, Version 2.0, the GNU Lesser General Public License, Version 2.1, the GNU Affero General Public License, Version 3.0, or any later versions of those licenses. 1.13. "Source Code Form" means the form of the work preferred for making modifications. 1.14. "You" (or "Your") means an individual or a legal entity exercising rights under this License. For legal entities, "You" includes any entity that controls, is controlled by, or is under common control with You. For purposes of this definition, "control" means (a) the power, direct or indirect, to cause the direction or management of such entity, whether by contract or otherwise, or (b) ownership of more than fifty percent (50%) of the outstanding shares or beneficial ownership of such entity. 2. License Grants and Conditions -------------------------------- 2.1. Grants Each Contributor hereby grants You a world-wide, royalty-free, non-exclusive license: (a) under intellectual property rights (other than patent or trademark) Licensable by such Contributor to use, reproduce, make available, modify, display, perform, distribute, and otherwise exploit its Contributions, either on an unmodified basis, with Modifications, or as part of a Larger Work; and (b) under Patent Claims of such Contributor to make, use, sell, offer for sale, have made, import, and otherwise transfer either its Contributions or its Contributor Version. 2.2. Effective Date The licenses granted in Section 2.1 with respect to any Contribution become effective for each Contribution on the date the Contributor first distributes such Contribution. 2.3. Limitations on Grant Scope The licenses granted in this Section 2 are the only rights granted under this License. No additional rights or licenses will be implied from the distribution or licensing of Covered Software under this License. Notwithstanding Section 2.1(b) above, no patent license is granted by a Contributor: (a) for any code that a Contributor has removed from Covered Software; or (b) for infringements caused by: (i) Your and any other third party's modifications of Covered Software, or (ii) the combination of its Contributions with other software (except as part of its Contributor Version); or (c) under Patent Claims infringed by Covered Software in the absence of its Contributions. This License does not grant any rights in the trademarks, service marks, or logos of any Contributor (except as may be necessary to comply with the notice requirements in Section 3.4). 2.4. Subsequent Licenses No Contributor makes additional grants as a result of Your choice to distribute the Covered Software under a subsequent version of this License (see Section 10.2) or under the terms of a Secondary License (if permitted under the terms of Section 3.3). 2.5. Representation Each Contributor represents that the Contributor believes its Contributions are its original creation(s) or it has sufficient rights to grant the rights to its Contributions conveyed by this License. 2.6. Fair Use This License is not intended to limit any rights You have under applicable copyright doctrines of fair use, fair dealing, or other equivalents. 2.7. Conditions Sections 3.1, 3.2, 3.3, and 3.4 are conditions of the licenses granted in Section 2.1. 3. Responsibilities ------------------- 3.1. Distribution of Source Form All distribution of Covered Software in Source Code Form, including any Modifications that You create or to which You contribute, must be under the terms of this License. You must inform recipients that the Source Code Form of the Covered Software is governed by the terms of this License, and how they can obtain a copy of this License. You may not attempt to alter or restrict the recipients' rights in the Source Code Form. 3.2. Distribution of Executable Form If You distribute Covered Software in Executable Form then: (a) such Covered Software must also be made available in Source Code Form, as described in Section 3.1, and You must inform recipients of the Executable Form how they can obtain a copy of such Source Code Form by reasonable means in a timely manner, at a charge no more than the cost of distribution to the recipient; and (b) You may distribute such Executable Form under the terms of this License, or sublicense it under different terms, provided that the license for the Executable Form does not attempt to limit or alter the recipients' rights in the Source Code Form under this License. 3.3. Distribution of a Larger Work You may create and distribute a Larger Work under terms of Your choice, provided that You also comply with the requirements of this License for the Covered Software. If the Larger Work is a combination of Covered Software with a work governed by one or more Secondary Licenses, and the Covered Software is not Incompatible With Secondary Licenses, this License permits You to additionally distribute such Covered Software under the terms of such Secondary License(s), so that the recipient of the Larger Work may, at their option, further distribute the Covered Software under the terms of either this License or such Secondary License(s). 3.4. Notices You may not remove or alter the substance of any license notices (including copyright notices, patent notices, disclaimers of warranty, or limitations of liability) contained within the Source Code Form of the Covered Software, except that You may alter any license notices to the extent required to remedy known factual inaccuracies. 3.5. Application of Additional Terms You may choose to offer, and to charge a fee for, warranty, support, indemnity or liability obligations to one or more recipients of Covered Software. However, You may do so only on Your own behalf, and not on behalf of any Contributor. You must make it absolutely clear that any such warranty, support, indemnity, or liability obligation is offered by You alone, and You hereby agree to indemnify every Contributor for any liability incurred by such Contributor as a result of warranty, support, indemnity or liability terms You offer. You may include additional disclaimers of warranty and limitations of liability specific to any jurisdiction. 4. Inability to Comply Due to Statute or Regulation --------------------------------------------------- If it is impossible for You to comply with any of the terms of this License with respect to some or all of the Covered Software due to statute, judicial order, or regulation then You must: (a) comply with the terms of this License to the maximum extent possible; and (b) describe the limitations and the code they affect. Such description must be placed in a text file included with all distributions of the Covered Software under this License. Except to the extent prohibited by statute or regulation, such description must be sufficiently detailed for a recipient of ordinary skill to be able to understand it. 5. Termination -------------- 5.1. The rights granted under this License will terminate automatically if You fail to comply with any of its terms. However, if You become compliant, then the rights granted under this License from a particular Contributor are reinstated (a) provisionally, unless and until such Contributor explicitly and finally terminates Your grants, and (b) on an ongoing basis, if such Contributor fails to notify You of the non-compliance by some reasonable means prior to 60 days after You have come back into compliance. Moreover, Your grants from a particular Contributor are reinstated on an ongoing basis if such Contributor notifies You of the non-compliance by some reasonable means, this is the first time You have received notice of non-compliance with this License from such Contributor, and You become compliant prior to 30 days after Your receipt of the notice. 5.2. If You initiate litigation against any entity by asserting a patent infringement claim (excluding declaratory judgment actions, counter-claims, and cross-claims) alleging that a Contributor Version directly or indirectly infringes any patent, then the rights granted to You by any and all Contributors for the Covered Software under Section 2.1 of this License shall terminate. 5.3. In the event of termination under Sections 5.1 or 5.2 above, all end user license agreements (excluding distributors and resellers) which have been validly granted by You or Your distributors under this License prior to termination shall survive termination. ************************************************************************ * * * 6. Disclaimer of Warranty * * ------------------------- * * * * Covered Software is provided under this License on an "as is" * * basis, without warranty of any kind, either expressed, implied, or * * statutory, including, without limitation, warranties that the * * Covered Software is free of defects, merchantable, fit for a * * particular purpose or non-infringing. The entire risk as to the * * quality and performance of the Covered Software is with You. * * Should any Covered Software prove defective in any respect, You * * (not any Contributor) assume the cost of any necessary servicing, * * repair, or correction. This disclaimer of warranty constitutes an * * essential part of this License. No use of any Covered Software is * * authorized under this License except under this disclaimer. * * * ************************************************************************ ************************************************************************ * * * 7. Limitation of Liability * * -------------------------- * * * * Under no circumstances and under no legal theory, whether tort * * (including negligence), contract, or otherwise, shall any * * Contributor, or anyone who distributes Covered Software as * * permitted above, be liable to You for any direct, indirect, * * special, incidental, or consequential damages of any character * * including, without limitation, damages for lost profits, loss of * * goodwill, work stoppage, computer failure or malfunction, or any * * and all other commercial damages or losses, even if such party * * shall have been informed of the possibility of such damages. This * * limitation of liability shall not apply to liability for death or * * personal injury resulting from such party's negligence to the * * extent applicable law prohibits such limitation. Some * * jurisdictions do not allow the exclusion or limitation of * * incidental or consequential damages, so this exclusion and * * limitation may not apply to You. * * * ************************************************************************ 8. Litigation ------------- Any litigation relating to this License may be brought only in the courts of a jurisdiction where the defendant maintains its principal place of business and such litigation shall be governed by laws of that jurisdiction, without reference to its conflict-of-law provisions. Nothing in this Section shall prevent a party's ability to bring cross-claims or counter-claims. 9. Miscellaneous ---------------- This License represents the complete agreement concerning the subject matter hereof. If any provision of this License is held to be unenforceable, such provision shall be reformed only to the extent necessary to make it enforceable. Any law or regulation which provides that the language of a contract shall be construed against the drafter shall not be used to construe this License against a Contributor. 10. Versions of the License --------------------------- 10.1. New Versions Mozilla Foundation is the license steward. Except as provided in Section 10.3, no one other than the license steward has the right to modify or publish new versions of this License. Each version will be given a distinguishing version number. 10.2. Effect of New Versions You may distribute the Covered Software under the terms of the version of the License under which You originally received the Covered Software, or under the terms of any subsequent version published by the license steward. 10.3. Modified Versions If you create software not governed by this License, and you want to create a new license for such software, you may create and use a modified version of this License if you rename the license and remove any references to the name of the license steward (except to note that such modified license differs from this License). 10.4. Distributing Source Code Form that is Incompatible With Secondary Licenses If You choose to distribute Source Code Form that is Incompatible With Secondary Licenses under the terms of this version of the License, the notice described in Exhibit B of this License must be attached. Exhibit A - Source Code Form License Notice ------------------------------------------- This Source Code Form is subject to the terms of the Mozilla Public License, v. 2.0. If a copy of the MPL was not distributed with this file, You can obtain one at http://mozilla.org/MPL/2.0/. If it is not possible or desirable to put the notice in a particular file, then You may include the notice in a location (such as a LICENSE file in a relevant directory) where a recipient would be likely to look for such a notice. You may add additional accurate notices of copyright ownership. Exhibit B - "Incompatible With Secondary Licenses" Notice --------------------------------------------------------- This Source Code Form is "Incompatible With Secondary Licenses", as defined by the Mozilla Public License, v. 2.0.

简介

Hermes 是一个由 HashiCorp 创建的开源文档管理系统,用于帮助简化写作和文档流程 展开 收起
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