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3 Commits

Author SHA1 Message Date
Travis Ralston
ed12c4ce66 Create 6032.misc 2019-09-12 14:21:22 -06:00
Travis Ralston
ec3b927d28 Update saml.md 2019-09-12 14:19:49 -06:00
Travis Ralston
a633a97c7a Add developer docs for using SAML without a server 2019-09-12 13:52:10 -06:00
1186 changed files with 48115 additions and 103625 deletions

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@@ -0,0 +1,22 @@
version: '3.1'
services:
postgres:
image: postgres:9.5
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.5
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

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@@ -0,0 +1,22 @@
version: '3.1'
services:
postgres:
image: postgres:11
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.7
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

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@@ -0,0 +1,22 @@
version: '3.1'
services:
postgres:
image: postgres:9.5
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.7
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

48
.buildkite/format_tap.py Normal file
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@@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
# Copyright 2019 The Matrix.org Foundation C.I.C.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
import sys
from tap.parser import Parser
from tap.line import Result, Unknown, Diagnostic
out = ["### TAP Output for " + sys.argv[2]]
p = Parser()
in_error = False
for line in p.parse_file(sys.argv[1]):
if isinstance(line, Result):
if in_error:
out.append("")
out.append("</pre></code></details>")
out.append("")
out.append("----")
out.append("")
in_error = False
if not line.ok and not line.todo:
in_error = True
out.append("FAILURE Test #%d: ``%s``" % (line.number, line.description))
out.append("")
out.append("<details><summary>Show log</summary><code><pre>")
elif isinstance(line, Diagnostic) and in_error:
out.append(line.text)
if out:
for line in out[:-3]:
print(line)

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@@ -1,6 +1,6 @@
#!/usr/bin/env bash
set -e
set -ex
if [[ "$BUILDKITE_BRANCH" =~ ^(develop|master|dinsic|shhs|release-.*)$ ]]; then
echo "Not merging forward, as this is a release branch"
@@ -18,8 +18,6 @@ else
GITBASE=$BUILDKITE_PULL_REQUEST_BASE_BRANCH
fi
echo "--- merge_base_branch $GITBASE"
# Show what we are before
git --no-pager show -s

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@@ -1,21 +0,0 @@
# Configuration file used for testing the 'synapse_port_db' script.
# Tells the script to connect to the postgresql database that will be available in the
# CI's Docker setup at the point where this file is considered.
server_name: "localhost:8800"
signing_key_path: "/src/.buildkite/test.signing.key"
report_stats: false
database:
name: "psycopg2"
args:
user: postgres
host: postgres
password: postgres
database: synapse
# Suppress the key server warning.
trusted_key_servers:
- server_name: "matrix.org"
suppress_key_server_warning: true

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@@ -1,36 +0,0 @@
#!/usr/bin/env python
# -*- coding: utf-8 -*-
# Copyright 2019 The Matrix.org Foundation C.I.C.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
import logging
from synapse.storage.engines import create_engine
logger = logging.getLogger("create_postgres_db")
if __name__ == "__main__":
# Create a PostgresEngine.
db_engine = create_engine({"name": "psycopg2", "args": {}})
# Connect to postgres to create the base database.
# We use "postgres" as a database because it's bound to exist and the "synapse" one
# doesn't exist yet.
db_conn = db_engine.module.connect(
user="postgres", host="postgres", password="postgres", dbname="postgres"
)
db_conn.autocommit = True
cur = db_conn.cursor()
cur.execute("CREATE DATABASE synapse;")
cur.close()
db_conn.close()

View File

@@ -1,13 +0,0 @@
#!/bin/bash
# this script is run by buildkite in a plain `xenial` container; it installs the
# minimal requirements for tox and hands over to the py35-old tox environment.
set -ex
apt-get update
apt-get install -y python3.5 python3.5-dev python3-pip libxml2-dev libxslt-dev zlib1g-dev tox
export LANG="C.UTF-8"
exec tox -e py35-old,combine

View File

@@ -1,36 +0,0 @@
#!/bin/bash
#
# Test script for 'synapse_port_db', which creates a virtualenv, installs Synapse along
# with additional dependencies needed for the test (such as coverage or the PostgreSQL
# driver), update the schema of the test SQLite database and run background updates on it,
# create an empty test database in PostgreSQL, then run the 'synapse_port_db' script to
# test porting the SQLite database to the PostgreSQL database (with coverage).
set -xe
cd `dirname $0`/../..
echo "--- Install dependencies"
# Install dependencies for this test.
pip install psycopg2 coverage coverage-enable-subprocess
# Install Synapse itself. This won't update any libraries.
pip install -e .
echo "--- Generate the signing key"
# Generate the server's signing key.
python -m synapse.app.homeserver --generate-keys -c .buildkite/sqlite-config.yaml
echo "--- Prepare the databases"
# Make sure the SQLite3 database is using the latest schema and has no pending background update.
scripts-dev/update_database --database-config .buildkite/sqlite-config.yaml
# Create the PostgreSQL database.
./.buildkite/scripts/create_postgres_db.py
echo "+++ Run synapse_port_db"
# Run the script
coverage run scripts/synapse_port_db --sqlite-database .buildkite/test_db.db --postgres-config .buildkite/postgres-config.yaml

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@@ -1,18 +0,0 @@
# Configuration file used for testing the 'synapse_port_db' script.
# Tells the 'update_database' script to connect to the test SQLite database to upgrade its
# schema and run background updates on it.
server_name: "localhost:8800"
signing_key_path: "/src/.buildkite/test.signing.key"
report_stats: false
database:
name: "sqlite3"
args:
database: ".buildkite/test_db.db"
# Suppress the key server warning.
trusted_key_servers:
- server_name: "matrix.org"
suppress_key_server_warning: true

Binary file not shown.

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@@ -1,10 +1,30 @@
# This file serves as a blacklist for SyTest tests that we expect will fail in
# Synapse when run under worker mode. For more details, see sytest-blacklist.
Message history can be paginated
Can re-join room if re-invited
# new failures as of https://github.com/matrix-org/sytest/pull/732
Device list doesn't change if remote server is down
/upgrade creates a new room
# https://buildkite.com/matrix-dot-org/synapse/builds/6134#6f67bf47-e234-474d-80e8-c6e1868b15c5
Server correctly handles incoming m.device_list_update
The only membership state included in an initial sync is for all the senders in the timeline
Local device key changes get to remote servers
If remote user leaves room we no longer receive device updates
Forgotten room messages cannot be paginated
Inbound federation can get public room list
Members from the gap are included in gappy incr LL sync
Leaves are present in non-gapped incremental syncs
Old leaves are present in gapped incremental syncs
User sees updates to presence from other users in the incremental sync.
Gapped incremental syncs include all state changes
Old members are included in gappy incr LL sync if they start speaking

View File

@@ -1,36 +1,24 @@
version: 2.1
version: 2
jobs:
dockerhubuploadrelease:
docker:
- image: docker:git
machine: true
steps:
- checkout
- setup_remote_docker
- docker_prepare
- run: docker build -f docker/Dockerfile --label gitsha1=${CIRCLE_SHA1} -t matrixdotorg/synapse:${CIRCLE_TAG} -t matrixdotorg/synapse:${CIRCLE_TAG}-py3 .
- run: docker login --username $DOCKER_HUB_USERNAME --password $DOCKER_HUB_PASSWORD
- docker_build:
tag: -t matrixdotorg/synapse:${CIRCLE_TAG}
platforms: linux/amd64
- docker_build:
tag: -t matrixdotorg/synapse:${CIRCLE_TAG}
platforms: linux/amd64,linux/arm/v7,linux/arm64
- run: docker push matrixdotorg/synapse:${CIRCLE_TAG}
- run: docker push matrixdotorg/synapse:${CIRCLE_TAG}-py3
dockerhubuploadlatest:
docker:
- image: docker:git
machine: true
steps:
- checkout
- setup_remote_docker
- docker_prepare
- run: docker build -f docker/Dockerfile --label gitsha1=${CIRCLE_SHA1} -t matrixdotorg/synapse:latest -t matrixdotorg/synapse:latest-py3 .
- run: docker login --username $DOCKER_HUB_USERNAME --password $DOCKER_HUB_PASSWORD
- docker_build:
tag: -t matrixdotorg/synapse:latest
platforms: linux/amd64
- docker_build:
tag: -t matrixdotorg/synapse:latest
platforms: linux/amd64,linux/arm/v7,linux/arm64
- run: docker push matrixdotorg/synapse:latest
- run: docker push matrixdotorg/synapse:latest-py3
workflows:
version: 2
build:
jobs:
- dockerhubuploadrelease:
@@ -43,33 +31,3 @@ workflows:
filters:
branches:
only: master
commands:
docker_prepare:
description: Downloads the buildx cli plugin and enables multiarch images
parameters:
buildx_version:
type: string
default: "v0.4.1"
steps:
- run: apk add --no-cache curl
- run: mkdir -vp ~/.docker/cli-plugins/ ~/dockercache
- run: curl --silent -L "https://github.com/docker/buildx/releases/download/<< parameters.buildx_version >>/buildx-<< parameters.buildx_version >>.linux-amd64" > ~/.docker/cli-plugins/docker-buildx
- run: chmod a+x ~/.docker/cli-plugins/docker-buildx
# install qemu links in /proc/sys/fs/binfmt_misc on the docker instance running the circleci job
- run: docker run --rm --privileged multiarch/qemu-user-static --reset -p yes
# create a context named `builder` for the builds
- run: docker context create builder
# create a buildx builder using the new context, and set it as the default
- run: docker buildx create builder --use
docker_build:
description: Builds and pushed images to dockerhub using buildx
parameters:
platforms:
type: string
default: linux/amd64
tag:
type: string
steps:
- run: docker buildx build -f docker/Dockerfile --push --platform << parameters.platforms >> --label gitsha1=${CIRCLE_SHA1} << parameters.tag >> --progress=plain .

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@@ -1,5 +0,0 @@
**If you are looking for support** please ask in **#synapse:matrix.org**
(using a matrix.org account if necessary). We do not use GitHub issues for
support.
**If you want to report a security issue** please see https://matrix.org/security-disclosure-policy/

View File

@@ -6,11 +6,9 @@ about: Create a report to help us improve
<!--
**THIS IS NOT A SUPPORT CHANNEL!**
**IF YOU HAVE SUPPORT QUESTIONS ABOUT RUNNING OR CONFIGURING YOUR OWN HOME SERVER**,
please ask in **#synapse:matrix.org** (using a matrix.org account if necessary)
**IF YOU HAVE SUPPORT QUESTIONS ABOUT RUNNING OR CONFIGURING YOUR OWN HOME SERVER**:
You will likely get better support more quickly if you ask in ** #matrix:matrix.org ** ;)
If you want to report a security issue, please see https://matrix.org/security-disclosure-policy/
This is a bug report template. By following the instructions below and
filling out the sections with your information, you will help the us to get all
@@ -46,26 +44,22 @@ those (please be careful to remove any personal or private data). Please surroun
<!-- IMPORTANT: please answer the following questions, to help us narrow down the problem -->
<!-- Was this issue identified on matrix.org or another homeserver? -->
- **Homeserver**:
- **Homeserver**:
If not matrix.org:
<!--
What version of Synapse is running?
You can find the Synapse version with this command:
$ curl http://localhost:8008/_synapse/admin/v1/server_version
(You may need to replace `localhost:8008` if Synapse is not configured to
listen on that port.)
What version of Synapse is running?
You can find the Synapse version by inspecting the server headers (replace matrix.org with
your own homeserver domain):
$ curl -v https://matrix.org/_matrix/client/versions 2>&1 | grep "Server:"
-->
- **Version**:
- **Version**:
- **Install method**:
- **Install method**:
<!-- examples: package manager/git clone/pip -->
- **Platform**:
- **Platform**:
<!--
Tell us about the environment in which your homeserver is operating
distro, hardware, if it's running in a vm/container, etc.

View File

@@ -1,12 +1,7 @@
### Pull Request Checklist
<!-- Please read CONTRIBUTING.md before submitting your pull request -->
<!-- Please read CONTRIBUTING.rst before submitting your pull request -->
* [ ] Pull request is based on the develop branch
* [ ] Pull request includes a [changelog file](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#changelog). The entry should:
- Be a short description of your change which makes sense to users. "Fixed a bug that prevented receiving messages from other servers." instead of "Moved X method from `EventStore` to `EventWorkerStore`.".
- Use markdown where necessary, mostly for `code blocks`.
- End with either a period (.) or an exclamation mark (!).
- Start with a capital letter.
* [ ] Pull request includes a [sign off](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#sign-off)
* [ ] Code style is correct (run the [linters](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#code-style))
* [ ] Pull request includes a [changelog file](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.rst#changelog)
* [ ] Pull request includes a [sign off](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.rst#sign-off)

3
.gitignore vendored
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@@ -7,11 +7,9 @@
*.egg-info
*.lock
*.pyc
*.snap
*.tac
_trial_temp/
_trial_temp*/
/out
# stuff that is likely to exist when you run a server locally
/*.db
@@ -21,7 +19,6 @@ _trial_temp*/
/.python-version
/*.signing.key
/env/
/.venv*/
/homeserver*.yaml
/logs
/media_store/

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@@ -1,8 +1,34 @@
The following is an incomplete list of people outside the core team who have
contributed to Synapse. It is no longer maintained: more recent contributions
are listed in the `changelog <CHANGES.md>`_.
Erik Johnston <erik at matrix.org>
* HS core
* Federation API impl
----
Mark Haines <mark at matrix.org>
* HS core
* Crypto
* Content repository
* CS v2 API impl
Kegan Dougal <kegan at matrix.org>
* HS core
* CS v1 API impl
* AS API impl
Paul "LeoNerd" Evans <paul at matrix.org>
* HS core
* Presence
* Typing Notifications
* Performance metrics and caching layer
Dave Baker <dave at matrix.org>
* Push notifications
* Auth CS v2 impl
Matthew Hodgson <matthew at matrix.org>
* General doc & housekeeping
* Vertobot/vertobridge matrix<->verto PoC
Emmanuel Rohee <manu at matrix.org>
* Supporting iOS clients (testability and fallback registration)
Turned to Dust <dwinslow86 at gmail.com>
* ArchLinux installation instructions
@@ -36,16 +62,16 @@ Christoph Witzany <christoph at web.crofting.com>
* Add LDAP support for authentication
Pierre Jaury <pierre at jaury.eu>
* Docker packaging
* Docker packaging
Serban Constantin <serban.constantin at gmail dot com>
* Small bug fix
Jason Robinson <jasonr at matrix.org>
* Minor fixes
Joseph Weston <joseph at weston.cloud>
* Add admin API for querying HS version
+ Add admin API for querying HS version
Benjamin Saunders <ben.e.saunders at gmail dot com>
* Documentation improvements
Werner Sembach <werner.sembach at fau dot de>
* Automatically remove a group/community when it is empty

2415
CHANGES.md

File diff suppressed because it is too large Load Diff

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@@ -1,272 +0,0 @@
# Contributing code to Synapse
Everyone is welcome to contribute code to [matrix.org
projects](https://github.com/matrix-org), provided that they are willing to
license their contributions under the same license as the project itself. We
follow a simple 'inbound=outbound' model for contributions: the act of
submitting an 'inbound' contribution means that the contributor agrees to
license the code under the same terms as the project's overall 'outbound'
license - in our case, this is almost always Apache Software License v2 (see
[LICENSE](LICENSE)).
## How to contribute
The preferred and easiest way to contribute changes is to fork the relevant
project on github, and then [create a pull request](
https://help.github.com/articles/using-pull-requests/) to ask us to pull your
changes into our repo.
Some other points to follow:
* Please base your changes on the `develop` branch.
* Please follow the [code style requirements](#code-style).
* Please include a [changelog entry](#changelog) with each PR.
* Please [sign off](#sign-off) your contribution.
* Please keep an eye on the pull request for feedback from the [continuous
integration system](#continuous-integration-and-testing) and try to fix any
errors that come up.
* If you need to [update your PR](#updating-your-pull-request), just add new
commits to your branch rather than rebasing.
## Code style
Synapse's code style is documented [here](docs/code_style.md). Please follow
it, including the conventions for the [sample configuration
file](docs/code_style.md#configuration-file-format).
Many of the conventions are enforced by scripts which are run as part of the
[continuous integration system](#continuous-integration-and-testing). To help
check if you have followed the code style, you can run `scripts-dev/lint.sh`
locally. You'll need python 3.6 or later, and to install a number of tools:
```
# Install the dependencies
pip install -e ".[lint]"
# Run the linter script
./scripts-dev/lint.sh
```
**Note that the script does not just test/check, but also reformats code, so you
may wish to ensure any new code is committed first**.
By default, this script checks all files and can take some time; if you alter
only certain files, you might wish to specify paths as arguments to reduce the
run-time:
```
./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
```
You can also provided the `-d` option, which will lint the files that have been
changed since the last git commit. This will often be significantly faster than
linting the whole codebase.
Before pushing new changes, ensure they don't produce linting errors. Commit any
files that were corrected.
Please ensure your changes match the cosmetic style of the existing project,
and **never** mix cosmetic and functional changes in the same commit, as it
makes it horribly hard to review otherwise.
## Changelog
All changes, even minor ones, need a corresponding changelog / newsfragment
entry. These are managed by [Towncrier](https://github.com/hawkowl/towncrier).
To create a changelog entry, make a new file in the `changelog.d` directory named
in the format of `PRnumber.type`. The type can be one of the following:
* `feature`
* `bugfix`
* `docker` (for updates to the Docker image)
* `doc` (for updates to the documentation)
* `removal` (also used for deprecations)
* `misc` (for internal-only changes)
This file will become part of our [changelog](
https://github.com/matrix-org/synapse/blob/master/CHANGES.md) at the next
release, so the content of the file should be a short description of your
change in the same style as the rest of the changelog. The file can contain Markdown
formatting, and should end with a full stop (.) or an exclamation mark (!) for
consistency.
Adding credits to the changelog is encouraged, we value your
contributions and would like to have you shouted out in the release notes!
For example, a fix in PR #1234 would have its changelog entry in
`changelog.d/1234.bugfix`, and contain content like:
> The security levels of Florbs are now validated when received
> via the `/federation/florb` endpoint. Contributed by Jane Matrix.
If there are multiple pull requests involved in a single bugfix/feature/etc,
then the content for each `changelog.d` file should be the same. Towncrier will
merge the matching files together into a single changelog entry when we come to
release.
### How do I know what to call the changelog file before I create the PR?
Obviously, you don't know if you should call your newsfile
`1234.bugfix` or `5678.bugfix` until you create the PR, which leads to a
chicken-and-egg problem.
There are two options for solving this:
1. Open the PR without a changelog file, see what number you got, and *then*
add the changelog file to your branch (see [Updating your pull
request](#updating-your-pull-request)), or:
1. Look at the [list of all
issues/PRs](https://github.com/matrix-org/synapse/issues?q=), add one to the
highest number you see, and quickly open the PR before somebody else claims
your number.
[This
script](https://github.com/richvdh/scripts/blob/master/next_github_number.sh)
might be helpful if you find yourself doing this a lot.
Sorry, we know it's a bit fiddly, but it's *really* helpful for us when we come
to put together a release!
### Debian changelog
Changes which affect the debian packaging files (in `debian`) are an
exception to the rule that all changes require a `changelog.d` file.
In this case, you will need to add an entry to the debian changelog for the
next release. For this, run the following command:
```
dch
```
This will make up a new version number (if there isn't already an unreleased
version in flight), and open an editor where you can add a new changelog entry.
(Our release process will ensure that the version number and maintainer name is
corrected for the release.)
If your change affects both the debian packaging *and* files outside the debian
directory, you will need both a regular newsfragment *and* an entry in the
debian changelog. (Though typically such changes should be submitted as two
separate pull requests.)
## Sign off
In order to have a concrete record that your contribution is intentional
and you agree to license it under the same terms as the project's license, we've adopted the
same lightweight approach that the Linux Kernel
[submitting patches process](
https://www.kernel.org/doc/html/latest/process/submitting-patches.html#sign-your-work-the-developer-s-certificate-of-origin>),
[Docker](https://github.com/docker/docker/blob/master/CONTRIBUTING.md), and many other
projects use: the DCO (Developer Certificate of Origin:
http://developercertificate.org/). This is a simple declaration that you wrote
the contribution or otherwise have the right to contribute it to Matrix:
```
Developer Certificate of Origin
Version 1.1
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
660 York Street, Suite 102,
San Francisco, CA 94110 USA
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
```
If you agree to this for your contribution, then all that's needed is to
include the line in your commit or pull request comment:
```
Signed-off-by: Your Name <your@email.example.org>
```
We accept contributions under a legally identifiable name, such as
your name on government documentation or common-law names (names
claimed by legitimate usage or repute). Unfortunately, we cannot
accept anonymous contributions at this time.
Git allows you to add this signoff automatically when using the `-s`
flag to `git commit`, which uses the name and email set in your
`user.name` and `user.email` git configs.
## Continuous integration and testing
[Buildkite](https://buildkite.com/matrix-dot-org/synapse) will automatically
run a series of checks and tests against any PR which is opened against the
project; if your change breaks the build, this will be shown in GitHub, with
links to the build results. If your build fails, please try to fix the errors
and update your branch.
To run unit tests in a local development environment, you can use:
- ``tox -e py35`` (requires tox to be installed by ``pip install tox``)
for SQLite-backed Synapse on Python 3.5.
- ``tox -e py36`` for SQLite-backed Synapse on Python 3.6.
- ``tox -e py36-postgres`` for PostgreSQL-backed Synapse on Python 3.6
(requires a running local PostgreSQL with access to create databases).
- ``./test_postgresql.sh`` for PostgreSQL-backed Synapse on Python 3.5
(requires Docker). Entirely self-contained, recommended if you don't want to
set up PostgreSQL yourself.
Docker images are available for running the integration tests (SyTest) locally,
see the [documentation in the SyTest repo](
https://github.com/matrix-org/sytest/blob/develop/docker/README.md) for more
information.
## Updating your pull request
If you decide to make changes to your pull request - perhaps to address issues
raised in a review, or to fix problems highlighted by [continuous
integration](#continuous-integration-and-testing) - just add new commits to your
branch, and push to GitHub. The pull request will automatically be updated.
Please **avoid** rebasing your branch, especially once the PR has been
reviewed: doing so makes it very difficult for a reviewer to see what has
changed since a previous review.
## Notes for maintainers on merging PRs etc
There are some notes for those with commit access to the project on how we
manage git [here](docs/dev/git.md).
## Conclusion
That's it! Matrix is a very open and collaborative project as you might expect
given our obsession with open communication. If we're going to successfully
matrix together all the fragmented communication technologies out there we are
reliant on contributions and collaboration from the community to do so. So
please get involved - and we hope you have as much fun hacking on Matrix as we
do!

198
CONTRIBUTING.rst Normal file
View File

@@ -0,0 +1,198 @@
Contributing code to Matrix
===========================
Everyone is welcome to contribute code to Matrix
(https://github.com/matrix-org), provided that they are willing to license
their contributions under the same license as the project itself. We follow a
simple 'inbound=outbound' model for contributions: the act of submitting an
'inbound' contribution means that the contributor agrees to license the code
under the same terms as the project's overall 'outbound' license - in our
case, this is almost always Apache Software License v2 (see LICENSE).
How to contribute
~~~~~~~~~~~~~~~~~
The preferred and easiest way to contribute changes to Matrix is to fork the
relevant project on github, and then create a pull request to ask us to pull
your changes into our repo
(https://help.github.com/articles/using-pull-requests/)
**The single biggest thing you need to know is: please base your changes on
the develop branch - /not/ master.**
We use the master branch to track the most recent release, so that folks who
blindly clone the repo and automatically check out master get something that
works. Develop is the unstable branch where all the development actually
happens: the workflow is that contributors should fork the develop branch to
make a 'feature' branch for a particular contribution, and then make a pull
request to merge this back into the matrix.org 'official' develop branch. We
use github's pull request workflow to review the contribution, and either ask
you to make any refinements needed or merge it and make them ourselves. The
changes will then land on master when we next do a release.
We use `Buildkite <https://buildkite.com/matrix-dot-org/synapse>`_ for
continuous integration. Buildkite builds need to be authorised by a
maintainer. If your change breaks the build, this will be shown in GitHub, so
please keep an eye on the pull request for feedback.
To run unit tests in a local development environment, you can use:
- ``tox -e py35`` (requires tox to be installed by ``pip install tox``)
for SQLite-backed Synapse on Python 3.5.
- ``tox -e py36`` for SQLite-backed Synapse on Python 3.6.
- ``tox -e py36-postgres`` for PostgreSQL-backed Synapse on Python 3.6
(requires a running local PostgreSQL with access to create databases).
- ``./test_postgresql.sh`` for PostgreSQL-backed Synapse on Python 3.5
(requires Docker). Entirely self-contained, recommended if you don't want to
set up PostgreSQL yourself.
Docker images are available for running the integration tests (SyTest) locally,
see the `documentation in the SyTest repo
<https://github.com/matrix-org/sytest/blob/develop/docker/README.md>`_ for more
information.
Code style
~~~~~~~~~~
All Matrix projects have a well-defined code-style - and sometimes we've even
got as far as documenting it... For instance, synapse's code style doc lives
at https://github.com/matrix-org/synapse/tree/master/docs/code_style.rst.
Please ensure your changes match the cosmetic style of the existing project,
and **never** mix cosmetic and functional changes in the same commit, as it
makes it horribly hard to review otherwise.
Changelog
~~~~~~~~~
All changes, even minor ones, need a corresponding changelog / newsfragment
entry. These are managed by Towncrier
(https://github.com/hawkowl/towncrier).
To create a changelog entry, make a new file in the ``changelog.d`` file named
in the format of ``PRnumber.type``. The type can be one of the following:
* ``feature``.
* ``bugfix``.
* ``docker`` (for updates to the Docker image).
* ``doc`` (for updates to the documentation).
* ``removal`` (also used for deprecations).
* ``misc`` (for internal-only changes).
The content of the file is your changelog entry, which should be a short
description of your change in the same style as the rest of our `changelog
<https://github.com/matrix-org/synapse/blob/master/CHANGES.md>`_. The file can
contain Markdown formatting, and should end with a full stop ('.') for
consistency.
Adding credits to the changelog is encouraged, we value your
contributions and would like to have you shouted out in the release notes!
For example, a fix in PR #1234 would have its changelog entry in
``changelog.d/1234.bugfix``, and contain content like "The security levels of
Florbs are now validated when recieved over federation. Contributed by Jane
Matrix.".
Debian changelog
----------------
Changes which affect the debian packaging files (in ``debian``) are an
exception.
In this case, you will need to add an entry to the debian changelog for the
next release. For this, run the following command::
dch
This will make up a new version number (if there isn't already an unreleased
version in flight), and open an editor where you can add a new changelog entry.
(Our release process will ensure that the version number and maintainer name is
corrected for the release.)
If your change affects both the debian packaging *and* files outside the debian
directory, you will need both a regular newsfragment *and* an entry in the
debian changelog. (Though typically such changes should be submitted as two
separate pull requests.)
Attribution
~~~~~~~~~~~
Everyone who contributes anything to Matrix is welcome to be listed in the
AUTHORS.rst file for the project in question. Please feel free to include a
change to AUTHORS.rst in your pull request to list yourself and a short
description of the area(s) you've worked on. Also, we sometimes have swag to
give away to contributors - if you feel that Matrix-branded apparel is missing
from your life, please mail us your shipping address to matrix at matrix.org and
we'll try to fix it :)
Sign off
~~~~~~~~
In order to have a concrete record that your contribution is intentional
and you agree to license it under the same terms as the project's license, we've adopted the
same lightweight approach that the Linux Kernel
`submitting patches process <https://www.kernel.org/doc/html/latest/process/submitting-patches.html#sign-your-work-the-developer-s-certificate-of-origin>`_, Docker
(https://github.com/docker/docker/blob/master/CONTRIBUTING.md), and many other
projects use: the DCO (Developer Certificate of Origin:
http://developercertificate.org/). This is a simple declaration that you wrote
the contribution or otherwise have the right to contribute it to Matrix::
Developer Certificate of Origin
Version 1.1
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
660 York Street, Suite 102,
San Francisco, CA 94110 USA
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
If you agree to this for your contribution, then all that's needed is to
include the line in your commit or pull request comment::
Signed-off-by: Your Name <your@email.example.org>
We accept contributions under a legally identifiable name, such as
your name on government documentation or common-law names (names
claimed by legitimate usage or repute). Unfortunately, we cannot
accept anonymous contributions at this time.
Git allows you to add this signoff automatically when using the ``-s``
flag to ``git commit``, which uses the name and email set in your
``user.name`` and ``user.email`` git configs.
Conclusion
~~~~~~~~~~
That's it! Matrix is a very open and collaborative project as you might expect
given our obsession with open communication. If we're going to successfully
matrix together all the fragmented communication technologies out there we are
reliant on contributions and collaboration from the community to do so. So
please get involved - and we hope you have as much fun hacking on Matrix as we
do!

View File

@@ -1,17 +1,15 @@
- [Choosing your server name](#choosing-your-server-name)
- [Picking a database engine](#picking-a-database-engine)
- [Installing Synapse](#installing-synapse)
- [Installing from source](#installing-from-source)
- [Platform-Specific Instructions](#platform-specific-instructions)
- [Troubleshooting Installation](#troubleshooting-installation)
- [Prebuilt packages](#prebuilt-packages)
- [Setting up Synapse](#setting-up-synapse)
- [TLS certificates](#tls-certificates)
- [Client Well-Known URI](#client-well-known-uri)
- [Email](#email)
- [Registering a user](#registering-a-user)
- [Setting up a TURN server](#setting-up-a-turn-server)
- [URL previews](#url-previews)
- [Troubleshooting Installation](#troubleshooting-installation)
# Choosing your server name
@@ -29,25 +27,6 @@ that your email address is probably `user@example.com` rather than
`user@email.example.com`) - but doing so may require more advanced setup: see
[Setting up Federation](docs/federate.md).
# Picking a database engine
Synapse offers two database engines:
* [PostgreSQL](https://www.postgresql.org)
* [SQLite](https://sqlite.org/)
Almost all installations should opt to use PostgreSQL. Advantages include:
* significant performance improvements due to the superior threading and
caching model, smarter query optimiser
* allowing the DB to be run on separate hardware
For information on how to install and use PostgreSQL, please see
[docs/postgres.md](docs/postgres.md)
By default Synapse uses SQLite and in doing so trades performance for convenience.
SQLite is only recommended in Synapse for testing purposes or for servers with
light workloads.
# Installing Synapse
## Installing from source
@@ -57,7 +36,7 @@ light workloads.
System requirements:
- POSIX-compliant system (tested on Linux & OS X)
- Python 3.5.2 or later, up to Python 3.8.
- Python 3.5, 3.6, or 3.7
- At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org
Synapse is written in Python but some of the libraries it uses are written in
@@ -91,7 +70,7 @@ pip install -U matrix-synapse
```
Before you can start Synapse, you will need to generate a configuration
file. To do this, run (in your virtualenv, as before):
file. To do this, run (in your virtualenv, as before)::
```
cd ~/synapse
@@ -105,24 +84,22 @@ python -m synapse.app.homeserver \
... substituting an appropriate value for `--server-name`.
This command will generate you a config file that you can then customise, but it will
also generate a set of keys for you. These keys will allow your homeserver to
identify itself to other homeserver, so don't lose or delete them. It would be
also generate a set of keys for you. These keys will allow your Home Server to
identify itself to other Home Servers, so don't lose or delete them. It would be
wise to back them up somewhere safe. (If, for whatever reason, you do need to
change your homeserver's keys, you may find that other homeserver have the
change your Home Server's keys, you may find that other Home Servers have the
old key cached. If you update the signing key, you should change the name of the
key in the `<server name>.signing.key` file (the second word) to something
different. See the
[spec](https://matrix.org/docs/spec/server_server/latest.html#retrieving-server-keys)
for more information on key management).
for more information on key management.)
To actually run your new homeserver, pick a working directory for Synapse to
run (e.g. `~/synapse`), and:
run (e.g. `~/synapse`), and::
```
cd ~/synapse
source env/bin/activate
synctl start
```
cd ~/synapse
source env/bin/activate
synctl start
### Platform-Specific Instructions
@@ -132,8 +109,8 @@ Installing prerequisites on Ubuntu or Debian:
```
sudo apt-get install build-essential python3-dev libffi-dev \
python3-pip python3-setuptools sqlite3 \
libssl-dev virtualenv libjpeg-dev libxslt1-dev
python-pip python-setuptools sqlite3 \
libssl-dev python-virtualenv libjpeg-dev libxslt1-dev
```
#### ArchLinux
@@ -147,32 +124,18 @@ sudo pacman -S base-devel python python-pip \
#### CentOS/Fedora
Installing prerequisites on CentOS 8 or Fedora>26:
```
sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
libwebp-devel tk-devel redhat-rpm-config \
python3-virtualenv libffi-devel openssl-devel
sudo dnf groupinstall "Development Tools"
```
Installing prerequisites on CentOS 7 or Fedora<=25:
Installing prerequisites on CentOS 7 or Fedora 25:
```
sudo yum install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
lcms2-devel libwebp-devel tcl-devel tk-devel redhat-rpm-config \
python3-virtualenv libffi-devel openssl-devel
python-virtualenv libffi-devel openssl-devel
sudo yum groupinstall "Development Tools"
```
Note that Synapse does not support versions of SQLite before 3.11, and CentOS 7
uses SQLite 3.7. You may be able to work around this by installing a more
recent SQLite version, but it is recommended that you instead use a Postgres
database: see [docs/postgres.md](docs/postgres.md).
#### Mac OS X
#### macOS
Installing prerequisites on macOS:
Installing prerequisites on Mac OS X:
```
xcode-select --install
@@ -181,14 +144,6 @@ sudo pip install virtualenv
brew install pkg-config libffi
```
On macOS Catalina (10.15) you may need to explicitly install OpenSSL
via brew and inform `pip` about it so that `psycopg2` builds:
```
brew install openssl@1.1
export LDFLAGS=-L/usr/local/Cellar/openssl\@1.1/1.1.1d/lib/
```
#### OpenSUSE
Installing prerequisites on openSUSE:
@@ -201,41 +156,35 @@ sudo zypper in python-pip python-setuptools sqlite3 python-virtualenv \
#### OpenBSD
A port of Synapse is available under `net/synapse`. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
and mounting it to `/var/synapse` should be taken into consideration.
To be able to build Synapse's dependency on python the `WRKOBJDIR`
(cf. `bsd.port.mk(5)`) for building python, too, needs to be on a filesystem
mounted with `wxallowed` (cf. `mount(8)`).
Creating a `WRKOBJDIR` for building python under `/usr/local` (which on a
default OpenBSD installation is mounted with `wxallowed`):
Installing prerequisites on OpenBSD:
```
doas mkdir /usr/local/pobj_wxallowed
doas pkg_add python libffi py-pip py-setuptools sqlite3 py-virtualenv \
libxslt jpeg
```
Assuming `PORTS_PRIVSEP=Yes` (cf. `bsd.port.mk(5)`) and `SUDO=doas` are
configured in `/etc/mk.conf`:
There is currently no port for OpenBSD. Additionally, OpenBSD's security
settings require a slightly more difficult installation process.
```
doas chown _pbuild:_pbuild /usr/local/pobj_wxallowed
```
XXX: I suspect this is out of date.
Setting the `WRKOBJDIR` for building python:
1. Create a new directory in `/usr/local` called `_synapse`. Also, create a
new user called `_synapse` and set that directory as the new user's home.
This is required because, by default, OpenBSD only allows binaries which need
write and execute permissions on the same memory space to be run from
`/usr/local`.
2. `su` to the new `_synapse` user and change to their home directory.
3. Create a new virtualenv: `virtualenv -p python2.7 ~/.synapse`
4. Source the virtualenv configuration located at
`/usr/local/_synapse/.synapse/bin/activate`. This is done in `ksh` by
using the `.` command, rather than `bash`'s `source`.
5. Optionally, use `pip` to install `lxml`, which Synapse needs to parse
webpages for their titles.
6. Use `pip` to install this repository: `pip install matrix-synapse`
7. Optionally, change `_synapse`'s shell to `/bin/false` to reduce the
chance of a compromised Synapse server being used to take over your box.
```
echo WRKOBJDIR_lang/python/3.7=/usr/local/pobj_wxallowed \\nWRKOBJDIR_lang/python/2.7=/usr/local/pobj_wxallowed >> /etc/mk.conf
```
Building Synapse:
```
cd /usr/ports/net/synapse
make install
```
After this, you may proceed with the rest of the install directions.
#### Windows
@@ -246,6 +195,45 @@ be found at https://docs.microsoft.com/en-us/windows/wsl/install-win10 for
Windows 10 and https://docs.microsoft.com/en-us/windows/wsl/install-on-server
for Windows Server.
### Troubleshooting Installation
XXX a bunch of this is no longer relevant.
Synapse requires pip 8 or later, so if your OS provides too old a version you
may need to manually upgrade it::
sudo pip install --upgrade pip
Installing may fail with `Could not find any downloads that satisfy the requirement pymacaroons-pynacl (from matrix-synapse==0.12.0)`.
You can fix this by manually upgrading pip and virtualenv::
sudo pip install --upgrade virtualenv
You can next rerun `virtualenv -p python3 synapse` to update the virtual env.
Installing may fail during installing virtualenv with `InsecurePlatformWarning: A true SSLContext object is not available. This prevents urllib3 from configuring SSL appropriately and may cause certain SSL connections to fail. For more information, see https://urllib3.readthedocs.org/en/latest/security.html#insecureplatformwarning.`
You can fix this by manually installing ndg-httpsclient::
pip install --upgrade ndg-httpsclient
Installing may fail with `mock requires setuptools>=17.1. Aborting installation`.
You can fix this by upgrading setuptools::
pip install --upgrade setuptools
If pip crashes mid-installation for reason (e.g. lost terminal), pip may
refuse to run until you remove the temporary installation directory it
created. To reset the installation::
rm -rf /tmp/pip_install_matrix
pip seems to leak *lots* of memory during installation. For instance, a Linux
host with 512MB of RAM may run out of memory whilst installing Twisted. If this
happens, you will have to individually install the dependencies which are
failing, e.g.::
pip install twisted
## Prebuilt packages
As an alternative to installing from source, prebuilt packages are available
@@ -255,9 +243,9 @@ for a number of platforms.
There is an offical synapse image available at
https://hub.docker.com/r/matrixdotorg/synapse which can be used with
the docker-compose file available at [contrib/docker](contrib/docker). Further
information on this including configuration options is available in the README
on hub.docker.com.
the docker-compose file available at [contrib/docker](contrib/docker). Further information on
this including configuration options is available in the README on
hub.docker.com.
Alternatively, Andreas Peters (previously Silvio Fricke) has contributed a
Dockerfile to automate a synapse server in a single Docker image, at
@@ -265,8 +253,7 @@ https://hub.docker.com/r/avhost/docker-matrix/tags/
Slavi Pantaleev has created an Ansible playbook,
which installs the offical Docker image of Matrix Synapse
along with many other Matrix-related services (Postgres database, Element, coturn,
ma1sd, SSL support, etc.).
along with many other Matrix-related services (Postgres database, riot-web, coturn, mxisd, SSL support, etc.).
For more details, see
https://github.com/spantaleev/matrix-docker-ansible-deploy
@@ -299,27 +286,22 @@ The fingerprint of the repository signing key (as shown by `gpg
/usr/share/keyrings/matrix-org-archive-keyring.gpg`) is
`AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058`.
#### Downstream Debian packages
#### Downstream Debian/Ubuntu packages
We do not recommend using the packages from the default Debian `buster`
repository at this time, as they are old and suffer from known security
vulnerabilities. You can install the latest version of Synapse from
[our repository](#matrixorg-packages) or from `buster-backports`. Please
see the [Debian documentation](https://backports.debian.org/Instructions/)
for information on how to use backports.
If you are using Debian `sid` or testing, Synapse is available in the default
repositories and it should be possible to install it simply with:
For `buster` and `sid`, Synapse is available in the Debian repositories and
it should be possible to install it with simply:
```
sudo apt install matrix-synapse
sudo apt install matrix-synapse
```
#### Downstream Ubuntu packages
There is also a version of `matrix-synapse` in `stretch-backports`. Please see
the [Debian documentation on
backports](https://backports.debian.org/Instructions/) for information on how
to use them.
We do not recommend using the packages in the default Ubuntu repository
at this time, as they are old and suffer from known security vulnerabilities.
The latest version of Synapse can be installed from [our repository](#matrixorg-packages).
We do not recommend using the packages in downstream Ubuntu at this time, as
they are old and suffer from known security vulnerabilities.
### Fedora
@@ -367,34 +349,13 @@ sudo pip uninstall py-bcrypt
sudo pip install py-bcrypt
```
### Void Linux
Synapse can be found in the void repositories as 'synapse':
```
xbps-install -Su
xbps-install -S synapse
```
### FreeBSD
Synapse can be installed via FreeBSD Ports or Packages contributed by Brendan Molloy from:
- Ports: `cd /usr/ports/net-im/py-matrix-synapse && make install clean`
- Packages: `pkg install py37-matrix-synapse`
- Packages: `pkg install py27-matrix-synapse`
### OpenBSD
As of OpenBSD 6.7 Synapse is available as a pre-compiled binary. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
and mounting it to `/var/synapse` should be taken into consideration.
Installing Synapse:
```
doas pkg_add synapse
```
### NixOS
@@ -407,17 +368,15 @@ Once you have installed synapse as above, you will need to configure it.
## TLS certificates
The default configuration exposes a single HTTP port on the local
interface: `http://localhost:8008`. It is suitable for local testing,
but for any practical use, you will need Synapse's APIs to be served
over HTTPS.
The default configuration exposes a single HTTP port: http://localhost:8008. It
is suitable for local testing, but for any practical use, you will either need
to enable a reverse proxy, or configure Synapse to expose an HTTPS port.
The recommended way to do so is to set up a reverse proxy on port
`8448`. You can find documentation on doing so in
[docs/reverse_proxy.md](docs/reverse_proxy.md).
For information on using a reverse proxy, see
[docs/reverse_proxy.rst](docs/reverse_proxy.rst).
Alternatively, you can configure Synapse to expose an HTTPS port. To do
so, you will need to edit `homeserver.yaml`, as follows:
To configure Synapse to expose an HTTPS port, you will need to edit
`homeserver.yaml`, as follows:
* First, under the `listeners` section, uncomment the configuration for the
TLS-enabled listener. (Remove the hash sign (`#`) at the start of
@@ -430,95 +389,37 @@ so, you will need to edit `homeserver.yaml`, as follows:
resources:
- names: [client, federation]
```
* You will also need to uncomment the `tls_certificate_path` and
`tls_private_key_path` lines under the `TLS` section. You will need to manage
provisioning of these certificates yourself — Synapse had built-in ACME
support, but the ACMEv1 protocol Synapse implements is deprecated, not
allowed by LetsEncrypt for new sites, and will break for existing sites in
late 2020. See [ACME.md](docs/ACME.md).
If you are using your own certificate, be sure to use a `.pem` file that
includes the full certificate chain including any intermediate certificates
(for instance, if using certbot, use `fullchain.pem` as your certificate, not
`tls_private_key_path` lines under the `TLS` section. You can either
point these settings at an existing certificate and key, or you can
enable Synapse's built-in ACME (Let's Encrypt) support. Instructions
for having Synapse automatically provision and renew federation
certificates through ACME can be found at [ACME.md](docs/ACME.md). If you
are using your own certificate, be sure to use a `.pem` file that includes
the full certificate chain including any intermediate certificates (for
instance, if using certbot, use `fullchain.pem` as your certificate, not
`cert.pem`).
For a more detailed guide to configuring your server for federation, see
[federate.md](docs/federate.md).
[federate.md](docs/federate.md)
## Client Well-Known URI
Setting up the client Well-Known URI is optional but if you set it up, it will
allow users to enter their full username (e.g. `@user:<server_name>`) into clients
which support well-known lookup to automatically configure the homeserver and
identity server URLs. This is useful so that users don't have to memorize or think
about the actual homeserver URL you are using.
The URL `https://<server_name>/.well-known/matrix/client` should return JSON in
the following format.
```
{
"m.homeserver": {
"base_url": "https://<matrix.example.com>"
}
}
```
It can optionally contain identity server information as well.
```
{
"m.homeserver": {
"base_url": "https://<matrix.example.com>"
},
"m.identity_server": {
"base_url": "https://<identity.example.com>"
}
}
```
To work in browser based clients, the file must be served with the appropriate
Cross-Origin Resource Sharing (CORS) headers. A recommended value would be
`Access-Control-Allow-Origin: *` which would allow all browser based clients to
view it.
In nginx this would be something like:
```
location /.well-known/matrix/client {
return 200 '{"m.homeserver": {"base_url": "https://<matrix.example.com>"}}';
add_header Content-Type application/json;
add_header Access-Control-Allow-Origin *;
}
```
You should also ensure the `public_baseurl` option in `homeserver.yaml` is set
correctly. `public_baseurl` should be set to the URL that clients will use to
connect to your server. This is the same URL you put for the `m.homeserver`
`base_url` above.
```
public_baseurl: "https://<matrix.example.com>"
```
## Email
It is desirable for Synapse to have the capability to send email. This allows
Synapse to send password reset emails, send verifications when an email address
is added to a user's account, and send email notifications to users when they
receive new messages.
It is desirable for Synapse to have the capability to send email. For example,
this is required to support the 'password reset' feature.
To configure an SMTP server for Synapse, modify the configuration section
headed `email`, and be sure to have at least the `smtp_host`, `smtp_port`
and `notif_from` fields filled out. You may also need to set `smtp_user`,
`smtp_pass`, and `require_transport_security`.
headed ``email``, and be sure to have at least the ``smtp_host``, ``smtp_port``
and ``notif_from`` fields filled out. You may also need to set ``smtp_user``,
``smtp_pass``, and ``require_transport_security``.
If email is not configured, password reset, registration and notifications via
email will be disabled.
If Synapse is not configured with an SMTP server, password reset via email will
be disabled by default.
## Registering a user
The easiest way to create a new user is to do so from a client like [Element](https://element.io/).
The easiest way to create a new user is to do so from a client like [Riot](https://riot.im).
Alternatively you can do so from the command line if you have installed via pip.
@@ -545,7 +446,7 @@ on your server even if `enable_registration` is `false`.
## Setting up a TURN server
For reliable VoIP calls to be routed via this homeserver, you MUST configure
a TURN server. See [docs/turn-howto.md](docs/turn-howto.md) for details.
a TURN server. See [docs/turn-howto.rst](docs/turn-howto.rst) for details.
## URL previews
@@ -554,24 +455,10 @@ turn it on you must enable the `url_preview_enabled: True` config parameter
and explicitly specify the IP ranges that Synapse is not allowed to spider for
previewing in the `url_preview_ip_range_blacklist` configuration parameter.
This is critical from a security perspective to stop arbitrary Matrix users
spidering 'internal' URLs on your network. At the very least we recommend that
spidering 'internal' URLs on your network. At the very least we recommend that
your loopback and RFC1918 IP addresses are blacklisted.
This also requires the optional `lxml` and `netaddr` python dependencies to be
installed. This in turn requires the `libxml2` library to be available - on
This also requires the optional lxml and netaddr python dependencies to be
installed. This in turn requires the libxml2 library to be available - on
Debian/Ubuntu this means `apt-get install libxml2-dev`, or equivalent for
your OS.
# Troubleshooting Installation
`pip` seems to leak *lots* of memory during installation. For instance, a Linux
host with 512MB of RAM may run out of memory whilst installing Twisted. If this
happens, you will have to individually install the dependencies which are
failing, e.g.:
```
pip install twisted
```
If you have any other problems, feel free to ask in
[#synapse:matrix.org](https://matrix.to/#/#synapse:matrix.org).

View File

@@ -8,12 +8,11 @@ include demo/demo.tls.dh
include demo/*.py
include demo/*.sh
recursive-include synapse/storage *.sql
recursive-include synapse/storage *.sql.postgres
recursive-include synapse/storage *.sql.sqlite
recursive-include synapse/storage *.py
recursive-include synapse/storage *.txt
recursive-include synapse/storage *.md
recursive-include synapse/storage/schema *.sql
recursive-include synapse/storage/schema *.sql.postgres
recursive-include synapse/storage/schema *.sql.sqlite
recursive-include synapse/storage/schema *.py
recursive-include synapse/storage/schema *.txt
recursive-include docs *
recursive-include scripts *
@@ -30,24 +29,25 @@ recursive-include synapse/static *.gif
recursive-include synapse/static *.html
recursive-include synapse/static *.js
exclude .codecov.yml
exclude .coveragerc
exclude .dockerignore
exclude .editorconfig
exclude Dockerfile
exclude mypy.ini
exclude sytest-blacklist
exclude .dockerignore
exclude test_postgresql.sh
exclude .editorconfig
exclude sytest-blacklist
include pyproject.toml
recursive-include changelog.d *
prune .buildkite
prune .circleci
prune .codecov.yml
prune .coveragerc
prune .github
prune contrib
prune debian
prune demo/etc
prune docker
prune snap
prune mypy.ini
prune stubs
exclude jenkins*
recursive-exclude jenkins *.sh

View File

@@ -1,7 +1,3 @@
=========================================================
Synapse |support| |development| |license| |pypi| |python|
=========================================================
.. contents::
Introduction
@@ -41,7 +37,7 @@ which handle:
- Eventually-consistent cryptographically secure synchronisation of room
state across a global open network of federated servers and services
- Sending and receiving extensible messages in a room with (optional)
end-to-end encryption
end-to-end encryption[1]
- Inviting, joining, leaving, kicking, banning room members
- Managing user accounts (registration, login, logout)
- Using 3rd Party IDs (3PIDs) such as email addresses, phone numbers,
@@ -78,15 +74,7 @@ at the `Matrix spec <https://matrix.org/docs/spec>`_, and experiment with the
Thanks for using Matrix!
Support
=======
For support installing or managing Synapse, please join |room|_ (from a matrix.org
account if necessary) and ask questions there. We do not use GitHub issues for
support requests, only for bug reports and feature requests.
.. |room| replace:: ``#synapse:matrix.org``
.. _room: https://matrix.to/#/#synapse:matrix.org
[1] End-to-end encryption is currently in beta: `blog post <https://matrix.org/blog/2016/11/21/matrixs-olm-end-to-end-encryption-security-assessment-released-and-implemented-cross-platform-on-riot-at-last>`_.
Synapse Installation
@@ -108,11 +96,12 @@ Unless you are running a test instance of Synapse on your local machine, in
general, you will need to enable TLS support before you can successfully
connect from a client: see `<INSTALL.md#tls-certificates>`_.
An easy way to get started is to login or register via Element at
https://app.element.io/#/login or https://app.element.io/#/register respectively.
An easy way to get started is to login or register via Riot at
https://riot.im/app/#/login or https://riot.im/app/#/register respectively.
You will need to change the server you are logging into from ``matrix.org``
and instead specify a Homeserver URL of ``https://<server_name>:8448``
(or just ``https://<server_name>`` if you are using a reverse proxy).
(Leave the identity server as the default - see `Identity servers`_.)
If you prefer to use another client, refer to our
`client breakdown <https://matrix.org/docs/projects/clients-matrix>`_.
@@ -126,10 +115,10 @@ Registering a new user from a client
By default, registration of new users via Matrix clients is disabled. To enable
it, specify ``enable_registration: true`` in ``homeserver.yaml``. (It is then
recommended to also set up CAPTCHA - see `<docs/CAPTCHA_SETUP.md>`_.)
recommended to also set up CAPTCHA - see `<docs/CAPTCHA_SETUP.rst>`_.)
Once ``enable_registration`` is set to ``true``, it is possible to register a
user via a Matrix client.
user via `riot.im <https://riot.im/app/#/register>`_ or other Matrix clients.
Your new user name will be formed partly from the ``server_name``, and partly
from a localpart you specify when you create the account. Your name will take
@@ -175,6 +164,30 @@ versions of synapse.
.. _UPGRADE.rst: UPGRADE.rst
Using PostgreSQL
================
Synapse offers two database engines:
* `SQLite <https://sqlite.org/>`_
* `PostgreSQL <https://www.postgresql.org>`_
By default Synapse uses SQLite in and doing so trades performance for convenience.
SQLite is only recommended in Synapse for testing purposes or for servers with
light workloads.
Almost all installations should opt to use PostreSQL. Advantages include:
* significant performance improvements due to the superior threading and
caching model, smarter query optimiser
* allowing the DB to be run on separate hardware
* allowing basic active/backup high-availability with a "hot spare" synapse
pointing at the same DB master, as well as enabling DB replication in
synapse itself.
For information on how to install and use PostgreSQL, please see
`docs/postgres.rst <docs/postgres.rst>`_.
.. _reverse-proxy:
Using a reverse proxy with Synapse
@@ -183,12 +196,12 @@ Using a reverse proxy with Synapse
It is recommended to put a reverse proxy such as
`nginx <https://nginx.org/en/docs/http/ngx_http_proxy_module.html>`_,
`Apache <https://httpd.apache.org/docs/current/mod/mod_proxy_http.html>`_,
`Caddy <https://caddyserver.com/docs/quick-starts/reverse-proxy>`_ or
`Caddy <https://caddyserver.com/docs/proxy>`_ or
`HAProxy <https://www.haproxy.org/>`_ in front of Synapse. One advantage of
doing so is that it means that you can expose the default https port (443) to
Matrix clients without needing to run Synapse with root privileges.
For information on configuring one, see `<docs/reverse_proxy.md>`_.
For information on configuring one, see `<docs/reverse_proxy.rst>`_.
Identity Servers
================
@@ -223,9 +236,10 @@ email address.
Password reset
==============
Users can reset their password through their client. Alternatively, a server admin
can reset a users password using the `admin API <docs/admin_api/user_admin_api.rst#reset-password>`_
or by directly editing the database as shown below.
If a user has registered an email address to their account using an identity
server, they can request a password-reset token via clients such as Riot.
A manual password reset can be done via direct database access as follows.
First calculate the hash of the new password::
@@ -234,7 +248,7 @@ First calculate the hash of the new password::
Confirm password:
$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Then update the ``users`` table in the database::
Then update the `users` table in the database::
UPDATE users SET password_hash='$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
WHERE name='@test:test.com';
@@ -258,7 +272,7 @@ to install using pip and a virtualenv::
virtualenv -p python3 env
source env/bin/activate
python -m pip install --no-use-pep517 -e ".[all]"
python -m pip install --no-use-pep517 -e .[all]
This will run a process of downloading and installing all the needed
dependencies into a virtual env.
@@ -286,12 +300,22 @@ Testing with SyTest is recommended for verifying that changes related to the
Client-Server API are functioning correctly. See the `installation instructions
<https://github.com/matrix-org/sytest#installing>`_ for details.
Building Internal API Documentation
===================================
Before building internal API documentation install sphinx and
sphinxcontrib-napoleon::
pip install sphinx
pip install sphinxcontrib-napoleon
Building internal API documentation::
python setup.py build_sphinx
Troubleshooting
===============
Need help? Join our community support room on Matrix:
`#synapse:matrix.org <https://matrix.to/#/#synapse:matrix.org>`_
Running out of File Handles
---------------------------
@@ -357,36 +381,3 @@ indicate that your server is also issuing far more outgoing federation
requests than can be accounted for by your users' activity, this is a
likely cause. The misbehavior can be worked around by setting
``use_presence: false`` in the Synapse config file.
People can't accept room invitations from me
--------------------------------------------
The typical failure mode here is that you send an invitation to someone
to join a room or direct chat, but when they go to accept it, they get an
error (typically along the lines of "Invalid signature"). They might see
something like the following in their logs::
2019-09-11 19:32:04,271 - synapse.federation.transport.server - 288 - WARNING - GET-11752 - authenticate_request failed: 401: Invalid signature for server <server> with key ed25519:a_EqML: Unable to verify signature for <server>
This is normally caused by a misconfiguration in your reverse-proxy. See
`<docs/reverse_proxy.md>`_ and double-check that your settings are correct.
.. |support| image:: https://img.shields.io/matrix/synapse:matrix.org?label=support&logo=matrix
:alt: (get support on #synapse:matrix.org)
:target: https://matrix.to/#/#synapse:matrix.org
.. |development| image:: https://img.shields.io/matrix/synapse-dev:matrix.org?label=development&logo=matrix
:alt: (discuss development on #synapse-dev:matrix.org)
:target: https://matrix.to/#/#synapse-dev:matrix.org
.. |license| image:: https://img.shields.io/github/license/matrix-org/synapse
:alt: (check license in LICENSE file)
:target: LICENSE
.. |pypi| image:: https://img.shields.io/pypi/v/matrix-synapse
:alt: (latest version released on PyPi)
:target: https://pypi.org/project/matrix-synapse
.. |python| image:: https://img.shields.io/pypi/pyversions/matrix-synapse
:alt: (supported python versions)
:target: https://pypi.org/project/matrix-synapse

View File

@@ -2,540 +2,108 @@ Upgrading Synapse
=================
Before upgrading check if any special steps are required to upgrade from the
version you currently have installed to the current version of Synapse. The extra
what you currently have installed to current version of synapse. The extra
instructions that may be required are listed later in this document.
* If Synapse was installed using `prebuilt packages
<INSTALL.md#prebuilt-packages>`_, you will need to follow the normal process
for upgrading those packages.
1. If synapse was installed in a virtualenv then activate that virtualenv before
upgrading. If synapse is installed in a virtualenv in ``~/synapse/env`` then
run:
* If Synapse was installed from source, then:
1. Activate the virtualenv before upgrading. For example, if Synapse is
installed in a virtualenv in ``~/synapse/env`` then run:
.. code:: bash
.. code:: bash
source ~/synapse/env/bin/activate
2. If Synapse was installed using pip then upgrade to the latest version by
running:
2. If synapse was installed using pip then upgrade to the latest version by
running:
.. code:: bash
.. code:: bash
pip install --upgrade matrix-synapse
pip install --upgrade matrix-synapse[all]
If Synapse was installed using git then upgrade to the latest version by
running:
# restart synapse
synctl restart
.. code:: bash
If synapse was installed using git then upgrade to the latest version by
running:
.. code:: bash
# Pull the latest version of the master branch.
git pull
pip install --upgrade .
3. Restart Synapse:
.. code:: bash
# Update synapse and its python dependencies.
pip install --upgrade .[all]
# restart synapse
./synctl restart
To check whether your update was successful, you can check the running server
version with:
To check whether your update was successful, you can check the Server header
returned by the Client-Server API:
.. code:: bash
# you may need to replace 'localhost:8008' if synapse is not configured
# to listen on port 8008.
curl http://localhost:8008/_synapse/admin/v1/server_version
Rolling back to older versions
------------------------------
Rolling back to previous releases can be difficult, due to database schema
changes between releases. Where we have been able to test the rollback process,
this will be noted below.
In general, you will need to undo any changes made during the upgrade process,
for example:
* pip:
.. code:: bash
source env/bin/activate
# replace `1.3.0` accordingly:
pip install matrix-synapse==1.3.0
* Debian:
.. code:: bash
# replace `1.3.0` and `stretch` accordingly:
wget https://packages.matrix.org/debian/pool/main/m/matrix-synapse-py3/matrix-synapse-py3_1.3.0+stretch1_amd64.deb
dpkg -i matrix-synapse-py3_1.3.0+stretch1_amd64.deb
Upgrading to v1.22.0
====================
ThirdPartyEventRules breaking changes
-------------------------------------
This release introduces a backwards-incompatible change to modules making use of
``ThirdPartyEventRules`` in Synapse. If you make use of a module defined under the
``third_party_event_rules`` config option, please make sure it is updated to handle
the below change:
The ``http_client`` argument is no longer passed to modules as they are initialised. Instead,
modules are expected to make use of the ``http_client`` property on the ``ModuleApi`` class.
Modules are now passed a ``module_api`` argument during initialisation, which is an instance of
``ModuleApi``. ``ModuleApi`` instances have a ``http_client`` property which acts the same as
the ``http_client`` argument previously passed to ``ThirdPartyEventRules`` modules.
Upgrading to v1.21.0
====================
Forwarding ``/_synapse/client`` through your reverse proxy
----------------------------------------------------------
The `reverse proxy documentation
<https://github.com/matrix-org/synapse/blob/develop/docs/reverse_proxy.md>`_ has been updated
to include reverse proxy directives for ``/_synapse/client/*`` endpoints. As the user password
reset flow now uses endpoints under this prefix, **you must update your reverse proxy
configurations for user password reset to work**.
Additionally, note that the `Synapse worker documentation
<https://github.com/matrix-org/synapse/blob/develop/docs/workers.md>`_ has been updated to
state that the ``/_synapse/client/password_reset/email/submit_token`` endpoint can be handled
by all workers. If you make use of Synapse's worker feature, please update your reverse proxy
configuration to reflect this change.
New HTML templates
------------------
A new HTML template,
`password_reset_confirmation.html <https://github.com/matrix-org/synapse/blob/develop/synapse/res/templates/password_reset_confirmation.html>`_,
has been added to the ``synapse/res/templates`` directory. If you are using a
custom template directory, you may want to copy the template over and modify it.
Note that as of v1.20.0, templates do not need to be included in custom template
directories for Synapse to start. The default templates will be used if a custom
template cannot be found.
This page will appear to the user after clicking a password reset link that has
been emailed to them.
To complete password reset, the page must include a way to make a `POST`
request to
``/_synapse/client/password_reset/{medium}/submit_token``
with the query parameters from the original link, presented as a URL-encoded form. See the file
itself for more details.
Updated Single Sign-on HTML Templates
-------------------------------------
The ``saml_error.html`` template was removed from Synapse and replaced with the
``sso_error.html`` template. If your Synapse is configured to use SAML and a
custom ``sso_redirect_confirm_template_dir`` configuration then any customisations
of the ``saml_error.html`` template will need to be merged into the ``sso_error.html``
template. These templates are similar, but the parameters are slightly different:
* The ``msg`` parameter should be renamed to ``error_description``.
* There is no longer a ``code`` parameter for the response code.
* A string ``error`` parameter is available that includes a short hint of why a
user is seeing the error page.
Upgrading to v1.18.0
====================
Docker `-py3` suffix will be removed in future versions
-------------------------------------------------------
From 10th August 2020, we will no longer publish Docker images with the `-py3` tag suffix. The images tagged with the `-py3` suffix have been identical to the non-suffixed tags since release 0.99.0, and the suffix is obsolete.
On 10th August, we will remove the `latest-py3` tag. Existing per-release tags (such as `v1.18.0-py3`) will not be removed, but no new `-py3` tags will be added.
Scripts relying on the `-py3` suffix will need to be updated.
Redis replication is now recommended in lieu of TCP replication
---------------------------------------------------------------
When setting up worker processes, we now recommend the use of a Redis server for replication. **The old direct TCP connection method is deprecated and will be removed in a future release.**
See `docs/workers.md <docs/workers.md>`_ for more details.
Upgrading to v1.14.0
====================
This version includes a database update which is run as part of the upgrade,
and which may take a couple of minutes in the case of a large server. Synapse
will not respond to HTTP requests while this update is taking place.
Upgrading to v1.13.0
====================
Incorrect database migration in old synapse versions
----------------------------------------------------
A bug was introduced in Synapse 1.4.0 which could cause the room directory to
be incomplete or empty if Synapse was upgraded directly from v1.2.1 or
earlier, to versions between v1.4.0 and v1.12.x.
This will *not* be a problem for Synapse installations which were:
* created at v1.4.0 or later,
* upgraded via v1.3.x, or
* upgraded straight from v1.2.1 or earlier to v1.13.0 or later.
If completeness of the room directory is a concern, installations which are
affected can be repaired as follows:
1. Run the following sql from a `psql` or `sqlite3` console:
.. code:: sql
INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
('populate_stats_process_rooms', '{}', 'current_state_events_membership');
INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
('populate_stats_process_users', '{}', 'populate_stats_process_rooms');
2. Restart synapse.
New Single Sign-on HTML Templates
---------------------------------
New templates (``sso_auth_confirm.html``, ``sso_auth_success.html``, and
``sso_account_deactivated.html``) were added to Synapse. If your Synapse is
configured to use SSO and a custom ``sso_redirect_confirm_template_dir``
configuration then these templates will need to be copied from
`synapse/res/templates <synapse/res/templates>`_ into that directory.
Synapse SSO Plugins Method Deprecation
--------------------------------------
Plugins using the ``complete_sso_login`` method of
``synapse.module_api.ModuleApi`` should update to using the async/await
version ``complete_sso_login_async`` which includes additional checks. The
non-async version is considered deprecated.
Rolling back to v1.12.4 after a failed upgrade
----------------------------------------------
v1.13.0 includes a lot of large changes. If something problematic occurs, you
may want to roll-back to a previous version of Synapse. Because v1.13.0 also
includes a new database schema version, reverting that version is also required
alongside the generic rollback instructions mentioned above. In short, to roll
back to v1.12.4 you need to:
1. Stop the server
2. Decrease the schema version in the database:
.. code:: sql
UPDATE schema_version SET version = 57;
3. Downgrade Synapse by following the instructions for your installation method
in the "Rolling back to older versions" section above.
Upgrading to v1.12.0
====================
This version includes a database update which is run as part of the upgrade,
and which may take some time (several hours in the case of a large
server). Synapse will not respond to HTTP requests while this update is taking
place.
This is only likely to be a problem in the case of a server which is
participating in many rooms.
0. As with all upgrades, it is recommended that you have a recent backup of
your database which can be used for recovery in the event of any problems.
1. As an initial check to see if you will be affected, you can try running the
following query from the `psql` or `sqlite3` console. It is safe to run it
while Synapse is still running.
.. code:: sql
SELECT MAX(q.v) FROM (
SELECT (
SELECT ej.json AS v
FROM state_events se INNER JOIN event_json ej USING (event_id)
WHERE se.room_id=rooms.room_id AND se.type='m.room.create' AND se.state_key=''
LIMIT 1
) FROM rooms WHERE rooms.room_version IS NULL
) q;
This query will take about the same amount of time as the upgrade process: ie,
if it takes 5 minutes, then it is likely that Synapse will be unresponsive for
5 minutes during the upgrade.
If you consider an outage of this duration to be acceptable, no further
action is necessary and you can simply start Synapse 1.12.0.
If you would prefer to reduce the downtime, continue with the steps below.
2. The easiest workaround for this issue is to manually
create a new index before upgrading. On PostgreSQL, his can be done as follows:
.. code:: sql
CREATE INDEX CONCURRENTLY tmp_upgrade_1_12_0_index
ON state_events(room_id) WHERE type = 'm.room.create';
The above query may take some time, but is also safe to run while Synapse is
running.
We assume that no SQLite users have databases large enough to be
affected. If you *are* affected, you can run a similar query, omitting the
``CONCURRENTLY`` keyword. Note however that this operation may in itself cause
Synapse to stop running for some time. Synapse admins are reminded that
`SQLite is not recommended for use outside a test
environment <https://github.com/matrix-org/synapse/blob/master/README.rst#using-postgresql>`_.
3. Once the index has been created, the ``SELECT`` query in step 1 above should
complete quickly. It is therefore safe to upgrade to Synapse 1.12.0.
4. Once Synapse 1.12.0 has successfully started and is responding to HTTP
requests, the temporary index can be removed:
.. code:: sql
DROP INDEX tmp_upgrade_1_12_0_index;
Upgrading to v1.10.0
====================
Synapse will now log a warning on start up if used with a PostgreSQL database
that has a non-recommended locale set.
See `docs/postgres.md <docs/postgres.md>`_ for details.
Upgrading to v1.8.0
===================
Specifying a ``log_file`` config option will now cause Synapse to refuse to
start, and should be replaced by with the ``log_config`` option. Support for
the ``log_file`` option was removed in v1.3.0 and has since had no effect.
Upgrading to v1.7.0
===================
In an attempt to configure Synapse in a privacy preserving way, the default
behaviours of ``allow_public_rooms_without_auth`` and
``allow_public_rooms_over_federation`` have been inverted. This means that by
default, only authenticated users querying the Client/Server API will be able
to query the room directory, and relatedly that the server will not share
room directory information with other servers over federation.
If your installation does not explicitly set these settings one way or the other
and you want either setting to be ``true`` then it will necessary to update
your homeserver configuration file accordingly.
For more details on the surrounding context see our `explainer
<https://matrix.org/blog/2019/11/09/avoiding-unwelcome-visitors-on-private-matrix-servers>`_.
Upgrading to v1.5.0
===================
This release includes a database migration which may take several minutes to
complete if there are a large number (more than a million or so) of entries in
the ``devices`` table. This is only likely to a be a problem on very large
installations.
# replace <host.name> with the hostname of your synapse homeserver.
# You may need to specify a port (eg, :8448) if your server is not
# configured on port 443.
curl -kv https://<host.name>/_matrix/client/versions 2>&1 | grep "Server:"
Upgrading to v1.4.0
===================
New custom templates
--------------------
Config options
--------------
If you have configured a custom template directory with the
``email.template_dir`` option, be aware that there are new templates regarding
registration and threepid management (see below) that must be included.
**Note: Registration by email address or phone number will not work in this release unless
some config options are changed from their defaults.**
* ``registration.html`` and ``registration.txt``
* ``registration_success.html`` and ``registration_failure.html``
* ``add_threepid.html`` and ``add_threepid.txt``
* ``add_threepid_failure.html`` and ``add_threepid_success.html``
This is due to Synapse v1.4.0 now defaulting to sending registration and password reset tokens
itself. This is for security reasons as well as putting less reliance on identity servers.
However, currently Synapse only supports sending emails, and does not have support for
phone-based password reset or account registration. If Synapse is configured to handle these on
its own, phone-based password resets and registration will be disabled. For Synapse to send
emails, the ``email`` block of the config must be filled out. If not, then password resets and
registration via email will be disabled entirely.
Synapse will expect these files to exist inside the configured template
directory, and **will fail to start** if they are absent.
To view the default templates, see `synapse/res/templates
<https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
This release also deprecates the ``email.trust_identity_server_for_password_resets`` option and
replaces it with the ``account_threepid_delegates`` dictionary. This option defines whether the
homeserver should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending password reset or
registration messages via email and SMS.
3pid verification changes
-------------------------
**Note: As of this release, users will be unable to add phone numbers or email
addresses to their accounts, without changes to the Synapse configuration. This
includes adding an email address during registration.**
It is possible for a user to associate an email address or phone number
with their account, for a number of reasons:
* for use when logging in, as an alternative to the user id.
* in the case of email, as an alternative contact to help with account recovery.
* in the case of email, to receive notifications of missed messages.
Before an email address or phone number can be added to a user's account,
or before such an address is used to carry out a password-reset, Synapse must
confirm the operation with the owner of the email address or phone number.
It does this by sending an email or text giving the user a link or token to confirm
receipt. This process is known as '3pid verification'. ('3pid', or 'threepid',
stands for third-party identifier, and we use it to refer to external
identifiers such as email addresses and phone numbers.)
Previous versions of Synapse delegated the task of 3pid verification to an
identity server by default. In most cases this server is ``vector.im`` or
``matrix.org``.
In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
longer delegate this task to an identity server by default. Instead,
the server administrator will need to explicitly decide how they would like the
verification messages to be sent.
In the medium term, the ``vector.im`` and ``matrix.org`` identity servers will
disable support for delegated 3pid verification entirely. However, in order to
ease the transition, they will retain the capability for a limited
period. Delegated email verification will be disabled on Monday 2nd December
2019 (giving roughly 2 months notice). Disabling delegated SMS verification
will follow some time after that once SMS verification support lands in
Synapse.
Once delegated 3pid verification support has been disabled in the ``vector.im`` and
``matrix.org`` identity servers, all Synapse versions that depend on those
instances will be unable to verify email and phone numbers through them. There
are no imminent plans to remove delegated 3pid verification from Sydent
generally. (Sydent is the identity server project that backs the ``vector.im`` and
``matrix.org`` instances).
Email
~~~~~
Following upgrade, to continue verifying email (e.g. as part of the
registration process), admins can either:-
* Configure Synapse to use an email server.
* Run or choose an identity server which allows delegated email verification
and delegate to it.
Configure SMTP in Synapse
+++++++++++++++++++++++++
To configure an SMTP server for Synapse, modify the configuration section
headed ``email``, and be sure to have at least the ``smtp_host, smtp_port``
and ``notif_from`` fields filled out.
You may also need to set ``smtp_user``, ``smtp_pass``, and
``require_transport_security``.
See the `sample configuration file <docs/sample_config.yaml>`_ for more details
on these settings.
Delegate email to an identity server
++++++++++++++++++++++++++++++++++++
Some admins will wish to continue using email verification as part of the
registration process, but will not immediately have an appropriate SMTP server
at hand.
To this end, we will continue to support email verification delegation via the
``vector.im`` and ``matrix.org`` identity servers for two months. Support for
delegated email verification will be disabled on Monday 2nd December.
The ``account_threepid_delegates`` dictionary defines whether the homeserver
should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
confirmation messages via email and SMS.
So to delegate email verification, in ``homeserver.yaml``, set
``account_threepid_delegates.email`` to the base URL of an identity server. For
example:
.. code:: yaml
account_threepid_delegates:
email: https://example.com # Delegate email sending to example.com
Note that ``account_threepid_delegates.email`` replaces the deprecated
``email.trust_identity_server_for_password_resets``: if
``email.trust_identity_server_for_password_resets`` is set to ``true``, and
If ``email.trust_identity_server_for_password_resets`` is set to ``true``, and
``account_threepid_delegates.email`` is not set, then the first entry in
``trusted_third_party_id_servers`` will be used as the
``account_threepid_delegate`` for email. This is to ensure compatibility with
existing Synapse installs that set up external server handling for these tasks
before v1.4.0. If ``email.trust_identity_server_for_password_resets`` is
``true`` and no trusted identity server domains are configured, Synapse will
report an error and refuse to start.
``trusted_third_party_id_servers`` will be used as the account threepid delegate for email.
This is to ensure compatibility with existing Synapse installs that set up external server
handling for these tasks before v1.4.0. If ``email.trust_identity_server_for_password_resets``
is ``true`` and no trusted identity server domains are configured, Synapse will throw an error.
If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent
and no ``email`` delegate is configured in ``account_threepid_delegates``,
then Synapse will send email verification messages itself, using the configured
SMTP server (see above).
that type.
If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent and a threepid
type in ``account_threepid_delegates`` is not set to a domain, then Synapse will attempt to
send password reset and registration messages for that type.
Phone numbers
~~~~~~~~~~~~~
Email templates
---------------
Synapse does not support phone-number verification itself, so the only way to
maintain the ability for users to add phone numbers to their accounts will be
by continuing to delegate phone number verification to the ``matrix.org`` and
``vector.im`` identity servers (or another identity server that supports SMS
sending).
If you have configured a custom template directory with the ``email.template_dir`` option, be
aware that there are new templates regarding registration. ``registration.html`` and
``registration.txt`` have been added and contain the content that is sent to a client upon
registering via an email address.
The ``account_threepid_delegates`` dictionary defines whether the homeserver
should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
confirmation messages via email and SMS.
``registration_success.html`` and ``registration_failure.html`` are also new HTML templates
that will be shown to the user when they click the link in their registration emai , either
showing them a success or failure page (assuming a redirect URL is not configured).
So to delegate phone number verification, in ``homeserver.yaml``, set
``account_threepid_delegates.msisdn`` to the base URL of an identity
server. For example:
.. code:: yaml
account_threepid_delegates:
msisdn: https://example.com # Delegate sms sending to example.com
The ``matrix.org`` and ``vector.im`` identity servers will continue to support
delegated phone number verification via SMS until such time as it is possible
for admins to configure their servers to perform phone number verification
directly. More details will follow in a future release.
Rolling back to v1.3.1
----------------------
If you encounter problems with v1.4.0, it should be possible to roll back to
v1.3.1, subject to the following:
* The 'room statistics' engine was heavily reworked in this release (see
`#5971 <https://github.com/matrix-org/synapse/pull/5971>`_), including
significant changes to the database schema, which are not easily
reverted. This will cause the room statistics engine to stop updating when
you downgrade.
The room statistics are essentially unused in v1.3.1 (in future versions of
Synapse, they will be used to populate the room directory), so there should
be no loss of functionality. However, the statistics engine will write errors
to the logs, which can be avoided by setting the following in
`homeserver.yaml`:
.. code:: yaml
stats:
enabled: false
Don't forget to re-enable it when you upgrade again, in preparation for its
use in the room directory!
Synapse will expect these files to exist inside the configured template directory. To view the
default templates, see `synapse/res/templates
<https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
Upgrading to v1.2.0
===================
Some counter metrics have been renamed, with the old names deprecated. See
`the metrics documentation <docs/metrics-howto.md#renaming-of-metrics--deprecation-of-old-names-in-12>`_
`the metrics documentation <docs/metrics-howto.rst#renaming-of-metrics--deprecation-of-old-names-in-12>`_
for details.
Upgrading to v1.1.0

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Remove shared secret registration from client/r0/register endpoint. Contributed by Awesome Technologies Innovationslabor GmbH.

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Add admin API endpoint for setting whether or not a user is a server administrator.

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Compatibility with v2 Identity Service APIs other than /lookup.

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Switch to using the v2 Identity Service `/lookup` API where available, with fallback to v1. (Implements [MSC2134](https://github.com/matrix-org/matrix-doc/pull/2134) plus id_access_token authentication for v2 Identity Service APIs from [MSC2140](https://github.com/matrix-org/matrix-doc/pull/2140)).

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Users with the type of "support" or "bot" are no longer required to consent.

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Let synctl accept a directory of config files.

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Increase max display name size to 256.

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Fix error message which referred to public_base_url instead of public_baseurl. Thanks to @aaronraimist for the fix!

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Add admin API endpoint for getting whether or not a user is a server administrator.

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Fix 404 for thumbnail download when `dynamic_thumbnails` is `false` and the thumbnail was dynamically generated. Fix reported by rkfg.

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Fix a cache-invalidation bug for worker-based deployments.

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Update Buildkite pipeline to use plugins instead of buildkite-agent commands.

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Redact events in the database that have been redacted for a month.

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Remove `bind_email` and `bind_msisdn` parameters from /register ala MSC2140.

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Fix admin API for listing media in a room not being available with an external media repo.

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Replace `trust_identity_server_for_password_resets` config option with `account_threepid_delegates`.

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Fix room and user stats tracking.

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Add POST /_matrix/client/r0/account/3pid/unbind endpoint from MSC2140 for unbinding a 3PID from an identity server without removing it from the homeserver user account.

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Add minimum opentracing for client servlets.

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Fix sending of EDUs when opentracing is enabled with an empty whitelist.

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Trace replication send times.

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Fix invalid references to None while opentracing if the log context slips.

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Return a M_MISSING_PARAM if `sid` is not provided to `/account/3pid`.

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Fix room and user stats tracking.

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Only count real users when checking for auto-creation of auto-join room.

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The new Prometheus metric `synapse_build_info` exposes the Python version, OS version, and Synapse version of the running server.

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Small refactor of function arguments and docstrings in RoomMemberHandler.

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