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README: rewrite federation section
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README.rst
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README.rst
@ -483,69 +483,74 @@ versions of synapse.
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Setting up Federation
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=====================
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In order for other homeservers to send messages to your server, it will need to
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be publicly visible on the internet, and they will need to know its host name.
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You have two choices here, which will influence the form of your Matrix user
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IDs:
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Federation is the process by which users on different servers can participate
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in the same room. For this to work, those other servers must be able to contact
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yours to send messages.
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1) Use the machine's own hostname as available on public DNS in the form of
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its A records. This is easier to set up initially, perhaps for
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testing, but lacks the flexibility of SRV.
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As explained in `Configuring synapse`_, the ``server_name`` in your
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``homeserver.yaml`` file determines the way that other servers will reach
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yours. By default, they will treat it as a hostname and try to connect to
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port 8448. This is easy to set up and will work with the default configuration,
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provided you set the ``server_name`` to match your machine's public DNS
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hostname.
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2) Set up a SRV record for your domain name. This requires you create a SRV
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record in DNS, but gives the flexibility to run the server on your own
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choice of TCP port, on a machine that might not be the same name as the
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domain name.
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For a more flexible conversation, you can set up a DNS SRV record. This allows
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you to run your server on a machine that might not have the same name as your
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domain name. For example, you might want to run your server at
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``synapse.example.com``, but have your Matrix user-ids look like
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``@user:example.com``. (A SRV record also allows you to change the port from
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the default 8448. However, if you are thinking of using a reverse-proxy, be
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sure to read `Reverse-proxying the federation port`_ first.)
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For the first form, simply pass the required hostname (of the machine) as the
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--server-name parameter::
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To use a SRV record, first create your SRV record and publish it in DNS. This
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should have the format ``_matrix._tcp.<yourdomain.com> <ttl> IN SRV 10 0 <port>
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<synapse.server.name>``. The DNS record should then look something like::
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$ dig -t srv _matrix._tcp.example.com
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_matrix._tcp.example.com. 3600 IN SRV 10 0 8448 synapse.example.com.
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You can then configure your homeserver to use ``<yourdomain.com>`` as the domain in
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its user-ids, by setting ``server_name``::
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python -m synapse.app.homeserver \
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--server-name machine.my.domain.name \
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--server-name <yourdomain.com> \
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--config-path homeserver.yaml \
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--generate-config
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python -m synapse.app.homeserver --config-path homeserver.yaml
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Alternatively, you can run ``synctl start`` to guide you through the process.
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For the second form, first create your SRV record and publish it in DNS. This
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needs to be named _matrix._tcp.YOURDOMAIN, and point at at least one hostname
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and port where the server is running. (At the current time synapse does not
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support clustering multiple servers into a single logical homeserver). The DNS
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record would then look something like::
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$ dig -t srv _matrix._tcp.machine.my.domain.name
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_matrix._tcp IN SRV 10 0 8448 machine.my.domain.name.
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At this point, you should then run the homeserver with the hostname of this
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SRV record, as that is the name other machines will expect it to have::
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python -m synapse.app.homeserver \
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--server-name YOURDOMAIN \
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--config-path homeserver.yaml \
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--generate-config
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python -m synapse.app.homeserver --config-path homeserver.yaml
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If you've already generated the config file, you need to edit the "server_name"
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in you ```homeserver.yaml``` file. If you've already started Synapse and a
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If you've already generated the config file, you need to edit the ``server_name``
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in your ``homeserver.yaml`` file. If you've already started Synapse and a
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database has been created, you will have to recreate the database.
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You may additionally want to pass one or more "-v" options, in order to
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increase the verbosity of logging output; at least for initial testing.
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If all goes well, you should be able to connect to your server with a client,
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and then join a room via federation. (Try ``#matrix-dev:matrix.org`` as a first
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step. "Matrix HQ"'s sheer size and activity level tends to make even the
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largest boxes pause for thought.)
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Troubleshooting
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---------------
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The typical failure mode with federation is that when you try to join a room,
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it is rejected with "401: Unauthorized". Generally this means that other
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servers in the room couldn't access yours. (Joining a room over federation is a
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complicated dance which requires connections in both directions).
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So, things to check are:
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* If you are trying to use a reverse-proxy, read `Reverse-proxying the
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federation port`_.
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* If you are not using a SRV record, check that your ``server_name`` (the part
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of your user-id after the ``:``) matches your hostname, and that port 8448 on
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that hostname is reachable from outside your network.
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* If you *are* using a SRV record, check that it matches your ``server_name``
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(it should be ``_matrix._tcp.<server_name>``), and that the port and hostname
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it specifies are reachable from outside your network.
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Running a Demo Federation of Synapses
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-------------------------------------
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If you want to get up and running quickly with a trio of homeservers in a
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private federation (``localhost:8080``, ``localhost:8081`` and
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``localhost:8082``) which you can then access through the webclient running at
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http://localhost:8080. Simply run::
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demo/start.sh
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This is mainly useful just for development purposes.
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private federation, there is a script in the ``demo`` directory. This is mainly
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useful just for development purposes. See `<demo/README>`_.
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Using PostgreSQL
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