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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
181 changed files with 3055 additions and 5195 deletions

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@@ -1,158 +1,3 @@
Synapse 1.4.0rc1 (2019-09-26)
=============================
Note that this release includes significant changes around 3pid
verification. Administrators are reminded to review the [upgrade notes](UPGRADE.rst##upgrading-to-v140).
Features
--------
- Changes to 3pid verification:
- Add the ability to send registration emails from the homeserver rather than delegating to an identity server. ([\#5835](https://github.com/matrix-org/synapse/issues/5835), [\#5940](https://github.com/matrix-org/synapse/issues/5940), [\#5993](https://github.com/matrix-org/synapse/issues/5993), [\#5994](https://github.com/matrix-org/synapse/issues/5994), [\#5868](https://github.com/matrix-org/synapse/issues/5868))
- Replace `trust_identity_server_for_password_resets` config option with `account_threepid_delegates`, and make the `id_server` parameteter optional on `*/requestToken` endpoints, as per [MSC2263](https://github.com/matrix-org/matrix-doc/pull/2263). ([\#5876](https://github.com/matrix-org/synapse/issues/5876), [\#5969](https://github.com/matrix-org/synapse/issues/5969), [\#6028](https://github.com/matrix-org/synapse/issues/6028))
- 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)). ([\#5897](https://github.com/matrix-org/synapse/issues/5897))
- Remove `bind_email` and `bind_msisdn` parameters from `/register` ala [MSC2140](https://github.com/matrix-org/matrix-doc/pull/2140). ([\#5964](https://github.com/matrix-org/synapse/issues/5964))
- Add `m.id_access_token` to `unstable_features` in `/versions` as per [MSC2264](https://github.com/matrix-org/matrix-doc/pull/2264). ([\#5974](https://github.com/matrix-org/synapse/issues/5974))
- Use the v2 Identity Service API for 3PID invites. ([\#5979](https://github.com/matrix-org/synapse/issues/5979))
- Add `POST /_matrix/client/unstable/account/3pid/unbind` endpoint from [MSC2140](https://github.com/matrix-org/matrix-doc/pull/2140) for unbinding a 3PID from an identity server without removing it from the homeserver user account. ([\#5980](https://github.com/matrix-org/synapse/issues/5980), [\#6062](https://github.com/matrix-org/synapse/issues/6062))
- Use `account_threepid_delegate.email` and `account_threepid_delegate.msisdn` for validating threepid sessions. ([\#6011](https://github.com/matrix-org/synapse/issues/6011))
- Allow homeserver to handle or delegate email validation when adding an email to a user's account. ([\#6042](https://github.com/matrix-org/synapse/issues/6042))
- Implement new Client Server API endpoints `/account/3pid/add` and `/account/3pid/bind` as per [MSC2290](https://github.com/matrix-org/matrix-doc/pull/2290). ([\#6043](https://github.com/matrix-org/synapse/issues/6043))
- Add an unstable feature flag for separate add/bind 3pid APIs. ([\#6044](https://github.com/matrix-org/synapse/issues/6044))
- Remove `bind` parameter from Client Server POST `/account` endpoint as per [MSC2290](https://github.com/matrix-org/matrix-doc/pull/2290/). ([\#6067](https://github.com/matrix-org/synapse/issues/6067))
- Add `POST /add_threepid/msisdn/submit_token` endpoint for proxying submitToken on an `account_threepid_handler`. ([\#6078](https://github.com/matrix-org/synapse/issues/6078))
- Add `submit_url` response parameter to `*/msisdn/requestToken` endpoints. ([\#6079](https://github.com/matrix-org/synapse/issues/6079))
- Add `m.require_identity_server` flag to /version's unstable_features. ([\#5972](https://github.com/matrix-org/synapse/issues/5972))
- Enhancements to OpenTracing support:
- Make OpenTracing work in worker mode. ([\#5771](https://github.com/matrix-org/synapse/issues/5771))
- Pass OpenTracing contexts between servers when transmitting EDUs. ([\#5852](https://github.com/matrix-org/synapse/issues/5852))
- OpenTracing for device list updates. ([\#5853](https://github.com/matrix-org/synapse/issues/5853))
- Add a tag recording a request's authenticated entity and corresponding servlet in OpenTracing. ([\#5856](https://github.com/matrix-org/synapse/issues/5856))
- Add minimum OpenTracing for client servlets. ([\#5983](https://github.com/matrix-org/synapse/issues/5983))
- Check at setup that OpenTracing is installed if it's enabled in the config. ([\#5985](https://github.com/matrix-org/synapse/issues/5985))
- Trace replication send times. ([\#5986](https://github.com/matrix-org/synapse/issues/5986))
- Include missing OpenTracing contexts in outbout replication requests. ([\#5982](https://github.com/matrix-org/synapse/issues/5982))
- Fix sending of EDUs when OpenTracing is enabled with an empty whitelist. ([\#5984](https://github.com/matrix-org/synapse/issues/5984))
- Fix invalid references to None while OpenTracing if the log context slips. ([\#5988](https://github.com/matrix-org/synapse/issues/5988), [\#5991](https://github.com/matrix-org/synapse/issues/5991))
- OpenTracing for room and e2e keys. ([\#5855](https://github.com/matrix-org/synapse/issues/5855))
- Add OpenTracing span over HTTP push processing. ([\#6003](https://github.com/matrix-org/synapse/issues/6003))
- Add an admin API to purge old rooms from the database. ([\#5845](https://github.com/matrix-org/synapse/issues/5845))
- Retry well-known lookups if we have recently seen a valid well-known record for the server. ([\#5850](https://github.com/matrix-org/synapse/issues/5850))
- Add support for filtered room-directory search requests over federation ([MSC2197](https://github.com/matrix-org/matrix-doc/pull/2197), in order to allow upcoming room directory query performance improvements. ([\#5859](https://github.com/matrix-org/synapse/issues/5859))
- Correctly retry all hosts returned from SRV when we fail to connect. ([\#5864](https://github.com/matrix-org/synapse/issues/5864))
- Add admin API endpoint for setting whether or not a user is a server administrator. ([\#5878](https://github.com/matrix-org/synapse/issues/5878))
- Enable cleaning up extremities with dummy events by default to prevent undue build up of forward extremities. ([\#5884](https://github.com/matrix-org/synapse/issues/5884))
- Add config option to sign remote key query responses with a separate key. ([\#5895](https://github.com/matrix-org/synapse/issues/5895))
- Add support for config templating. ([\#5900](https://github.com/matrix-org/synapse/issues/5900))
- Users with the type of "support" or "bot" are no longer required to consent. ([\#5902](https://github.com/matrix-org/synapse/issues/5902))
- Let synctl accept a directory of config files. ([\#5904](https://github.com/matrix-org/synapse/issues/5904))
- Increase max display name size to 256. ([\#5906](https://github.com/matrix-org/synapse/issues/5906))
- Add admin API endpoint for getting whether or not a user is a server administrator. ([\#5914](https://github.com/matrix-org/synapse/issues/5914))
- Redact events in the database that have been redacted for a month. ([\#5934](https://github.com/matrix-org/synapse/issues/5934))
- New prometheus metrics:
- `synapse_federation_known_servers`: represents the total number of servers your server knows about (i.e. is in rooms with), including itself. Enable by setting `metrics_flags.known_servers` to True in the configuration.([\#5981](https://github.com/matrix-org/synapse/issues/5981))
- `synapse_build_info`: exposes the Python version, OS version, and Synapse version of the running server. ([\#6005](https://github.com/matrix-org/synapse/issues/6005))
- Give appropriate exit codes when synctl fails. ([\#5992](https://github.com/matrix-org/synapse/issues/5992))
- Apply the federation blacklist to requests to identity servers. ([\#6000](https://github.com/matrix-org/synapse/issues/6000))
- Add `report_stats_endpoint` option to configure where stats are reported to, if enabled. Contributed by @Sorunome. ([\#6012](https://github.com/matrix-org/synapse/issues/6012))
- Add config option to increase ratelimits for room admins redacting messages. ([\#6015](https://github.com/matrix-org/synapse/issues/6015))
- Stop sending federation transactions to servers which have been down for a long time. ([\#6026](https://github.com/matrix-org/synapse/issues/6026))
- Make the process for mapping SAML2 users to matrix IDs more flexible. ([\#6037](https://github.com/matrix-org/synapse/issues/6037))
- Return a clearer error message when a timeout occurs when attempting to contact an identity server. ([\#6073](https://github.com/matrix-org/synapse/issues/6073))
- Prevent password reset's submit_token endpoint from accepting trailing slashes. ([\#6074](https://github.com/matrix-org/synapse/issues/6074))
- Return 403 on `/register/available` if registration has been disabled. ([\#6082](https://github.com/matrix-org/synapse/issues/6082))
- Explicitly log when a homeserver does not have the `trusted_key_servers` config field configured. ([\#6090](https://github.com/matrix-org/synapse/issues/6090))
- Add support for pruning old rows in `user_ips` table. ([\#6098](https://github.com/matrix-org/synapse/issues/6098))
Bugfixes
--------
- Don't create broken room when `power_level_content_override.users` does not contain `creator_id`. ([\#5633](https://github.com/matrix-org/synapse/issues/5633))
- Fix database index so that different backup versions can have the same sessions. ([\#5857](https://github.com/matrix-org/synapse/issues/5857))
- Fix Synapse looking for config options `password_reset_failure_template` and `password_reset_success_template`, when they are actually `password_reset_template_failure_html`, `password_reset_template_success_html`. ([\#5863](https://github.com/matrix-org/synapse/issues/5863))
- Fix stack overflow when recovering an appservice which had an outage. ([\#5885](https://github.com/matrix-org/synapse/issues/5885))
- Fix error message which referred to `public_base_url` instead of `public_baseurl`. Thanks to @aaronraimist for the fix! ([\#5909](https://github.com/matrix-org/synapse/issues/5909))
- Fix 404 for thumbnail download when `dynamic_thumbnails` is `false` and the thumbnail was dynamically generated. Fix reported by rkfg. ([\#5915](https://github.com/matrix-org/synapse/issues/5915))
- Fix a cache-invalidation bug for worker-based deployments. ([\#5920](https://github.com/matrix-org/synapse/issues/5920))
- Fix admin API for listing media in a room not being available with an external media repo. ([\#5966](https://github.com/matrix-org/synapse/issues/5966))
- Fix list media admin API always returning an error. ([\#5967](https://github.com/matrix-org/synapse/issues/5967))
- Fix room and user stats tracking. ([\#5971](https://github.com/matrix-org/synapse/issues/5971), [\#5998](https://github.com/matrix-org/synapse/issues/5998), [\#6029](https://github.com/matrix-org/synapse/issues/6029))
- Return a `M_MISSING_PARAM` if `sid` is not provided to `/account/3pid`. ([\#5995](https://github.com/matrix-org/synapse/issues/5995))
- `federation_certificate_verification_whitelist` now will not cause `TypeErrors` to be raised (a regression in 1.3). Additionally, it now supports internationalised domain names in their non-canonical representation. ([\#5996](https://github.com/matrix-org/synapse/issues/5996))
- Only count real users when checking for auto-creation of auto-join room. ([\#6004](https://github.com/matrix-org/synapse/issues/6004))
- Ensure support users can be registered even if MAU limit is reached. ([\#6020](https://github.com/matrix-org/synapse/issues/6020))
- Fix bug where login error was shown incorrectly on SSO fallback login. ([\#6024](https://github.com/matrix-org/synapse/issues/6024))
- Fix bug in calculating the federation retry backoff period. ([\#6025](https://github.com/matrix-org/synapse/issues/6025))
- Prevent exceptions being logged when extremity-cleanup events fail due to lack of user consent to the terms of service. ([\#6053](https://github.com/matrix-org/synapse/issues/6053))
- Remove POST method from password-reset `submit_token` endpoint until we implement `submit_url` functionality. ([\#6056](https://github.com/matrix-org/synapse/issues/6056))
- Fix logcontext spam on non-Linux platforms. ([\#6059](https://github.com/matrix-org/synapse/issues/6059))
- Ensure query parameters in email validation links are URL-encoded. ([\#6063](https://github.com/matrix-org/synapse/issues/6063))
- Fix a bug which caused SAML attribute maps to be overridden by defaults. ([\#6069](https://github.com/matrix-org/synapse/issues/6069))
- Fix the logged number of updated items for the `users_set_deactivated_flag` background update. ([\#6092](https://github.com/matrix-org/synapse/issues/6092))
- Add `sid` to `next_link` for email validation. ([\#6097](https://github.com/matrix-org/synapse/issues/6097))
- Threepid validity checks on msisdns should not be dependent on `threepid_behaviour_email`. ([\#6104](https://github.com/matrix-org/synapse/issues/6104))
- Ensure that servers which are not configured to support email address verification do not offer it in the registration flows. ([\#6107](https://github.com/matrix-org/synapse/issues/6107))
Updates to the Docker image
---------------------------
- Avoid changing `UID/GID` if they are already correct. ([\#5970](https://github.com/matrix-org/synapse/issues/5970))
- Provide `SYNAPSE_WORKER` envvar to specify python module. ([\#6058](https://github.com/matrix-org/synapse/issues/6058))
Improved Documentation
----------------------
- Convert documentation to markdown (from rst) ([\#5849](https://github.com/matrix-org/synapse/issues/5849))
- Update `INSTALL.md` to say that Python 2 is no longer supported. ([\#5953](https://github.com/matrix-org/synapse/issues/5953))
- Add developer documentation for using SAML2. ([\#6032](https://github.com/matrix-org/synapse/issues/6032))
- Add some notes on rolling back to v1.3.1. ([\#6049](https://github.com/matrix-org/synapse/issues/6049))
- Update the upgrade notes. ([\#6050](https://github.com/matrix-org/synapse/issues/6050))
Deprecations and Removals
-------------------------
- Remove shared-secret registration from `/_matrix/client/r0/register` endpoint. Contributed by Awesome Technologies Innovationslabor GmbH. ([\#5877](https://github.com/matrix-org/synapse/issues/5877))
- Deprecate the `trusted_third_party_id_servers` option. ([\#5875](https://github.com/matrix-org/synapse/issues/5875))
Internal Changes
----------------
- Lay the groundwork for structured logging output. ([\#5680](https://github.com/matrix-org/synapse/issues/5680))
- Retry well-known lookup before the cache expires, giving a grace period where the remote well-known can be down but we still use the old result. ([\#5844](https://github.com/matrix-org/synapse/issues/5844))
- Remove log line for debugging issue #5407. ([\#5860](https://github.com/matrix-org/synapse/issues/5860))
- Refactor the Appservice scheduler code. ([\#5886](https://github.com/matrix-org/synapse/issues/5886))
- Compatibility with v2 Identity Service APIs other than /lookup. ([\#5892](https://github.com/matrix-org/synapse/issues/5892), [\#6013](https://github.com/matrix-org/synapse/issues/6013))
- Stop populating some unused tables. ([\#5893](https://github.com/matrix-org/synapse/issues/5893), [\#6047](https://github.com/matrix-org/synapse/issues/6047))
- Add missing index on `users_in_public_rooms` to improve the performance of directory queries. ([\#5894](https://github.com/matrix-org/synapse/issues/5894))
- Improve the logging when we have an error when fetching signing keys. ([\#5896](https://github.com/matrix-org/synapse/issues/5896))
- Add support for database engine-specific schema deltas, based on file extension. ([\#5911](https://github.com/matrix-org/synapse/issues/5911))
- Update Buildkite pipeline to use plugins instead of buildkite-agent commands. ([\#5922](https://github.com/matrix-org/synapse/issues/5922))
- Add link in sample config to the logging config schema. ([\#5926](https://github.com/matrix-org/synapse/issues/5926))
- Remove unnecessary parentheses in return statements. ([\#5931](https://github.com/matrix-org/synapse/issues/5931))
- Remove unused `jenkins/prepare_sytest.sh` file. ([\#5938](https://github.com/matrix-org/synapse/issues/5938))
- Move Buildkite pipeline config to the pipelines repo. ([\#5943](https://github.com/matrix-org/synapse/issues/5943))
- Remove unnecessary return statements in the codebase which were the result of a regex run. ([\#5962](https://github.com/matrix-org/synapse/issues/5962))
- Remove left-over methods from v1 registration API. ([\#5963](https://github.com/matrix-org/synapse/issues/5963))
- Cleanup event auth type initialisation. ([\#5975](https://github.com/matrix-org/synapse/issues/5975))
- Clean up dependency checking at setup. ([\#5989](https://github.com/matrix-org/synapse/issues/5989))
- Update OpenTracing docs to use the unified `trace` method. ([\#5776](https://github.com/matrix-org/synapse/issues/5776))
- Small refactor of function arguments and docstrings in` RoomMemberHandler`. ([\#6009](https://github.com/matrix-org/synapse/issues/6009))
- Remove unused `origin` argument on `FederationHandler.add_display_name_to_third_party_invite`. ([\#6010](https://github.com/matrix-org/synapse/issues/6010))
- Add a `failure_ts` column to the `destinations` database table. ([\#6016](https://github.com/matrix-org/synapse/issues/6016), [\#6072](https://github.com/matrix-org/synapse/issues/6072))
- Clean up some code in the retry logic. ([\#6017](https://github.com/matrix-org/synapse/issues/6017))
- Fix the structured logging tests stomping on the global log configuration for subsequent tests. ([\#6023](https://github.com/matrix-org/synapse/issues/6023))
- Clean up the sample config for SAML authentication. ([\#6064](https://github.com/matrix-org/synapse/issues/6064))
- Change mailer logging to reflect Synapse doesn't just do chat notifications by email now. ([\#6075](https://github.com/matrix-org/synapse/issues/6075))
- Move last-seen info into devices table. ([\#6089](https://github.com/matrix-org/synapse/issues/6089))
- Remove unused parameter to `get_user_id_by_threepid`. ([\#6099](https://github.com/matrix-org/synapse/issues/6099))
- Refactor the user-interactive auth handling. ([\#6105](https://github.com/matrix-org/synapse/issues/6105))
- Refactor code for calculating registration flows. ([\#6106](https://github.com/matrix-org/synapse/issues/6106))
Synapse 1.3.1 (2019-08-17)
==========================

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@@ -56,7 +56,7 @@ 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.md.
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

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@@ -373,7 +373,7 @@ 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.
For information on using a reverse proxy, see
[docs/reverse_proxy.md](docs/reverse_proxy.md).
[docs/reverse_proxy.rst](docs/reverse_proxy.rst).
To configure Synapse to expose an HTTPS port, you will need to edit
`homeserver.yaml`, as follows:
@@ -446,7 +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

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@@ -115,7 +115,7 @@ 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 `riot.im <https://riot.im/app/#/register>`_ or other Matrix clients.
@@ -186,7 +186,7 @@ Almost all installations should opt to use PostreSQL. Advantages include:
synapse itself.
For information on how to install and use PostgreSQL, please see
`docs/postgres.md <docs/postgres.md>`_.
`docs/postgres.rst <docs/postgres.rst>`_.
.. _reverse-proxy:
@@ -201,7 +201,7 @@ It is recommended to put a reverse proxy such as
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
================

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@@ -2,268 +2,108 @@ Upgrading Synapse
=================
Before upgrading check if any special steps are required to upgrade from the
what you currently have installed to 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
# 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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Don't create broken room when power_level_content_override.users does not contain creator_id.

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Lay the groundwork for structured logging output.

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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

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Retry well-known lookup before the cache expires, giving a grace period where the remote well-known can be down but we still use the old result.

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Add an admin API to purge old rooms from the database.

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Add retry to well-known lookups if we have recently seen a valid well-known record for the server.

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Pass opentracing contexts between servers when transmitting EDUs.

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Opentracing for device list updates.

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Opentracing for room and e2e keys.

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Add a tag recording a request's authenticated entity and corresponding servlet in opentracing.

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Fix database index so that different backup versions can have the same sessions.

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Add unstable support for MSC2197 (filtered search requests over federation), in order to allow upcoming room directory query performance improvements.

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Remove log line for debugging issue #5407.

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Fix Synapse looking for config options `password_reset_failure_template` and `password_reset_success_template`, when they are actually `password_reset_template_failure_html`, `password_reset_template_success_html`.

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Correctly retry all hosts returned from SRV when we fail to connect.

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Add `m.require_identity_server` key to `/versions`'s `unstable_features` section.

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Deprecate the `trusted_third_party_id_servers` option.

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Replace `trust_identity_server_for_password_resets` config option with `account_threepid_delegates`.

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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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Fix stack overflow when recovering an appservice which had an outage.

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Refactor the Appservice scheduler code.

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Compatibility with v2 Identity Service APIs other than /lookup.

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Drop some unused tables.

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Add missing index on users_in_public_rooms to improve the performance of directory queries.

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Add config option to sign remote key query responses with a separate key.

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Improve the logging when we have an error when fetching signing keys.

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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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Add support for config templating.

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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 support for database engine-specific schema deltas, based on file extension.

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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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Add link in sample config to the logging config schema.

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Remove unnecessary parentheses in return statements.

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

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Remove unused jenkins/prepare_sytest.sh file.

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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

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Move Buildkite pipeline config to the pipelines repo.

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Update INSTALL.md to say that Python 2 is no longer supported.

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Remove unnecessary return statements in the codebase which were the result of a regex run.

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Remove left-over methods from C/S registration API.

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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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Fix list media admin API always returning an error.

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Replace `trust_identity_server_for_password_resets` config option with `account_threepid_delegates`.

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Avoid changing UID/GID if they are already correct.

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Fix room and user stats tracking.

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Cleanup event auth type initialisation.

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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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Setting metrics_flags.known_servers to True in the configuration will publish the synapse_federation_known_servers metric over Prometheus. This represents the total number of servers your server knows about (i.e. is in rooms with), including itself.

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Include missing opentracing contexts in outbout replication requests.

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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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Check at setup that opentracing is installed if it's enabled in the config.

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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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Clean up dependency checking at setup.

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

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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

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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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Add opentracing span over HTTP push processing.

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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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Remove unused `origin` argument on FederationHandler.add_display_name_to_third_party_invite.

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Use account_threepid_delegate.email and account_threepid_delegate.msisdn for validating threepid sessions.

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Add report_stats_endpoint option to configure where stats are reported to, if enabled. Contributed by @Sorunome.

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Compatibility with v2 Identity Service APIs other than /lookup.

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Add config option to increase ratelimits for room admins redacting messages.

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Clean up some code in the retry logic.

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Ensure support users can be registered even if MAU limit is reached.

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Fix the structured logging tests stomping on the global log configuration for subsequent tests.

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Fix bug where login error was shown incorrectly on SSO fallback login.

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Fix bug in calculating the federation retry backoff period.

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Stop sending federation transactions to servers which have been down for a long time.

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Add developer documentation for using SAML2.

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@@ -89,8 +89,6 @@ The following environment variables are supported in run mode:
`/data`.
* `SYNAPSE_CONFIG_PATH`: path to the config file. Defaults to
`<SYNAPSE_CONFIG_DIR>/homeserver.yaml`.
* `SYNAPSE_WORKER`: module to execute, used when running synapse with workers.
Defaults to `synapse.app.homeserver`, which is suitable for non-worker mode.
* `UID`, `GID`: the user and group id to run Synapse as. Defaults to `991`, `991`.
* `TZ`: the [timezone](https://en.wikipedia.org/wiki/List_of_tz_database_time_zones) the container will run with. Defaults to `UTC`.

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@@ -182,7 +182,6 @@ def main(args, environ):
mode = args[1] if len(args) > 1 else None
desired_uid = int(environ.get("UID", "991"))
desired_gid = int(environ.get("GID", "991"))
synapse_worker = environ.get("SYNAPSE_WORKER", "synapse.app.homeserver")
if (desired_uid == os.getuid()) and (desired_gid == os.getgid()):
ownership = None
else:
@@ -246,7 +245,7 @@ def main(args, environ):
log("Starting synapse with config file " + config_path)
args = ["python", "-m", synapse_worker, "--config-path", config_path]
args = ["python", "-m", "synapse.app.homeserver", "--config-path", config_path]
if ownership is not None:
args = ["su-exec", ownership] + args
os.execv("/sbin/su-exec", args)

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# Overview
Captcha can be enabled for this home server. This file explains how to do that.
The captcha mechanism used is Google's ReCaptcha. This requires API keys from Google.
## Getting keys
Getting keys
------------
Requires a public/private key pair from:
<https://developers.google.com/recaptcha/>
https://developers.google.com/recaptcha/
Must be a reCAPTCHA v2 key using the "I'm not a robot" Checkbox option
## Setting ReCaptcha Keys
Setting ReCaptcha Keys
----------------------
The keys are a config option on the home server config. If they are not
visible, you can generate them via `--generate-config`. Set the following value:
visible, you can generate them via --generate-config. Set the following value::
recaptcha_public_key: YOUR_PUBLIC_KEY
recaptcha_private_key: YOUR_PRIVATE_KEY
recaptcha_public_key: YOUR_PUBLIC_KEY
recaptcha_private_key: YOUR_PRIVATE_KEY
In addition, you MUST enable captchas via:
In addition, you MUST enable captchas via::
enable_registration_captcha: true
## Configuring IP used for auth
enable_registration_captcha: true
Configuring IP used for auth
----------------------------
The ReCaptcha API requires that the IP address of the user who solved the
captcha is sent. If the client is connecting through a proxy or load balancer,
it may be required to use the `X-Forwarded-For` (XFF) header instead of the origin
IP address. This can be configured using the `x_forwarded` directive in the
it may be required to use the X-Forwarded-For (XFF) header instead of the origin
IP address. This can be configured using the x_forwarded directive in the
listeners section of the homeserver.yaml configuration file.

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@@ -147,7 +147,7 @@ your domain, you can simply route all traffic through the reverse proxy by
updating the SRV record appropriately (or removing it, if the proxy listens on
8448).
See [reverse_proxy.md](reverse_proxy.md) for information on setting up a
See [reverse_proxy.rst](reverse_proxy.rst) for information on setting up a
reverse proxy.
#### Option 3: add a .well-known file to delegate your matrix traffic
@@ -319,7 +319,7 @@ We no longer actively recommend against using a reverse proxy. Many admins will
find it easier to direct federation traffic to a reverse proxy and manage their
own TLS certificates, and this is a supported configuration.
See [reverse_proxy.md](reverse_proxy.md) for information on setting up a
See [reverse_proxy.rst](reverse_proxy.rst) for information on setting up a
reverse proxy.
### Do I still need to give my TLS certificates to Synapse if I am using a reverse proxy?

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@@ -1,7 +0,0 @@
# Synapse Documentation
This directory contains documentation specific to the `synapse` homeserver.
All matrix-generic documentation now lives in its own project, located at [matrix-org/matrix-doc](https://github.com/matrix-org/matrix-doc)
(Note: some items here may be moved to [matrix-org/matrix-doc](https://github.com/matrix-org/matrix-doc) at some point in the future.)

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@@ -0,0 +1,6 @@
All matrix-generic documentation now lives in its own project at
github.com/matrix-org/matrix-doc.git
Only Synapse implementation-specific documentation lives here now
(together with some older stuff will be shortly migrated over to matrix-doc)

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@@ -1,81 +0,0 @@
> **Warning**
> These architecture notes are spectacularly old, and date back
> to when Synapse was just federation code in isolation. This should be
> merged into the main spec.
# Server to Server
## Server to Server Stack
To use the server to server stack, home servers should only need to
interact with the Messaging layer.
The server to server side of things is designed into 4 distinct layers:
1. Messaging Layer
2. Pdu Layer
3. Transaction Layer
4. Transport Layer
Where the bottom (the transport layer) is what talks to the internet via
HTTP, and the top (the messaging layer) talks to the rest of the Home
Server with a domain specific API.
1. **Messaging Layer**
This is what the rest of the Home Server hits to send messages, join rooms,
etc. It also allows you to register callbacks for when it get's notified by
lower levels that e.g. a new message has been received.
It is responsible for serializing requests to send to the data
layer, and to parse requests received from the data layer.
2. **PDU Layer**
This layer handles:
- duplicate `pdu_id`'s - i.e., it makes sure we ignore them.
- responding to requests for a given `pdu_id`
- responding to requests for all metadata for a given context (i.e. room)
- handling incoming backfill requests
So it has to parse incoming messages to discover which are metadata and
which aren't, and has to correctly clobber existing metadata where
appropriate.
For incoming PDUs, it has to check the PDUs it references to see
if we have missed any. If we have go and ask someone (another
home server) for it.
3. **Transaction Layer**
This layer makes incoming requests idempotent. i.e., it stores
which transaction id's we have seen and what our response were.
If we have already seen a message with the given transaction id,
we do not notify higher levels but simply respond with the
previous response.
`transaction_id` is from "`GET /send/<tx_id>/`"
It's also responsible for batching PDUs into single transaction for
sending to remote destinations, so that we only ever have one
transaction in flight to a given destination at any one time.
This is also responsible for answering requests for things after a
given set of transactions, i.e., ask for everything after 'ver' X.
4. **Transport Layer**
This is responsible for starting a HTTP server and hitting the
correct callbacks on the Transaction layer, as well as sending
both data and requests for data.
## Persistence
We persist things in a single sqlite3 database. All database queries get
run on a separate, dedicated thread. This that we only ever have one
query running at a time, making it a lot easier to do things in a safe
manner.
The queries are located in the `synapse.persistence.transactions` module,
and the table information in the `synapse.persistence.tables` module.

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@@ -0,0 +1,59 @@
.. WARNING::
These architecture notes are spectacularly old, and date back to when Synapse
was just federation code in isolation. This should be merged into the main
spec.
= Server to Server =
== Server to Server Stack ==
To use the server to server stack, home servers should only need to interact with the Messaging layer.
The server to server side of things is designed into 4 distinct layers:
1. Messaging Layer
2. Pdu Layer
3. Transaction Layer
4. Transport Layer
Where the bottom (the transport layer) is what talks to the internet via HTTP, and the top (the messaging layer) talks to the rest of the Home Server with a domain specific API.
1. Messaging Layer
This is what the rest of the Home Server hits to send messages, join rooms, etc. It also allows you to register callbacks for when it get's notified by lower levels that e.g. a new message has been received.
It is responsible for serializing requests to send to the data layer, and to parse requests received from the data layer.
2. PDU Layer
This layer handles:
* duplicate pdu_id's - i.e., it makes sure we ignore them.
* responding to requests for a given pdu_id
* responding to requests for all metadata for a given context (i.e. room)
* handling incoming backfill requests
So it has to parse incoming messages to discover which are metadata and which aren't, and has to correctly clobber existing metadata where appropriate.
For incoming PDUs, it has to check the PDUs it references to see if we have missed any. If we have go and ask someone (another home server) for it.
3. Transaction Layer
This layer makes incoming requests idempotent. I.e., it stores which transaction id's we have seen and what our response were. If we have already seen a message with the given transaction id, we do not notify higher levels but simply respond with the previous response.
transaction_id is from "GET /send/<tx_id>/"
It's also responsible for batching PDUs into single transaction for sending to remote destinations, so that we only ever have one transaction in flight to a given destination at any one time.
This is also responsible for answering requests for things after a given set of transactions, i.e., ask for everything after 'ver' X.
4. Transport Layer
This is responsible for starting a HTTP server and hitting the correct callbacks on the Transaction layer, as well as sending both data and requests for data.
== Persistence ==
We persist things in a single sqlite3 database. All database queries get run on a separate, dedicated thread. This that we only ever have one query running at a time, making it a lot easier to do things in a safe manner.
The queries are located in the synapse.persistence.transactions module, and the table information in the synapse.persistence.tables module.

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@@ -1,31 +0,0 @@
# Registering an Application Service
The registration of new application services depends on the homeserver used.
In synapse, you need to create a new configuration file for your AS and add it
to the list specified under the `app_service_config_files` config
option in your synapse config.
For example:
```yaml
app_service_config_files:
- /home/matrix/.synapse/<your-AS>.yaml
```
The format of the AS configuration file is as follows:
```yaml
url: <base url of AS>
as_token: <token AS will add to requests to HS>
hs_token: <token HS will add to requests to AS>
sender_localpart: <localpart of AS user>
namespaces:
users: # List of users we're interested in
- exclusive: <bool>
regex: <regex>
- ...
aliases: [] # List of aliases we're interested in
rooms: [] # List of room ids we're interested in
```
See the [spec](https://matrix.org/docs/spec/application_service/unstable.html) for further details on how application services work.

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