Merge pull request #1667 from matrix-org/rav/update_readme

Updates to the README
This commit is contained in:
Richard van der Hoff 2016-12-03 13:07:43 +00:00 committed by GitHub
commit 546ec1a5cf
2 changed files with 408 additions and 241 deletions

View File

@ -20,12 +20,13 @@ The overall architecture is::
https://somewhere.org/_matrix https://elsewhere.net/_matrix https://somewhere.org/_matrix https://elsewhere.net/_matrix
``#matrix:matrix.org`` is the official support room for Matrix, and can be ``#matrix:matrix.org`` is the official support room for Matrix, and can be
accessed by any client from https://matrix.org/blog/try-matrix-now or via IRC accessed by any client from https://matrix.org/docs/projects/try-matrix-now or
bridge at irc://irc.freenode.net/matrix. via IRC bridge at irc://irc.freenode.net/matrix.
Synapse is currently in rapid development, but as of version 0.5 we believe it Synapse is currently in rapid development, but as of version 0.5 we believe it
is sufficiently stable to be run as an internet-facing service for real usage! is sufficiently stable to be run as an internet-facing service for real usage!
About Matrix About Matrix
============ ============
@ -52,10 +53,10 @@ generation of fully open and interoperable messaging and VoIP apps for the
internet. internet.
Synapse is a reference "homeserver" implementation of Matrix from the core Synapse is a reference "homeserver" implementation of Matrix from the core
development team at matrix.org, written in Python/Twisted for clarity and development team at matrix.org, written in Python/Twisted. It is intended to
simplicity. It is intended to showcase the concept of Matrix and let folks see showcase the concept of Matrix and let folks see the spec in the context of a
the spec in the context of a codebase and let you run your own homeserver and codebase and let you run your own homeserver and generally help bootstrap the
generally help bootstrap the ecosystem. ecosystem.
In Matrix, every user runs one or more Matrix clients, which connect through to In Matrix, every user runs one or more Matrix clients, which connect through to
a Matrix homeserver. The homeserver stores all their personal chat history and a Matrix homeserver. The homeserver stores all their personal chat history and
@ -66,26 +67,16 @@ hosted by someone else (e.g. matrix.org) - there is no single point of control
or mandatory service provider in Matrix, unlike WhatsApp, Facebook, Hangouts, or mandatory service provider in Matrix, unlike WhatsApp, Facebook, Hangouts,
etc. etc.
Synapse ships with two basic demo Matrix clients: webclient (a basic group chat
web client demo implemented in AngularJS) and cmdclient (a basic Python
command line utility which lets you easily see what the JSON APIs are up to).
Meanwhile, iOS and Android SDKs and clients are available from:
- https://github.com/matrix-org/matrix-ios-sdk
- https://github.com/matrix-org/matrix-ios-kit
- https://github.com/matrix-org/matrix-ios-console
- https://github.com/matrix-org/matrix-android-sdk
We'd like to invite you to join #matrix:matrix.org (via We'd like to invite you to join #matrix:matrix.org (via
https://matrix.org/blog/try-matrix-now), run a homeserver, take a look at the https://matrix.org/docs/projects/try-matrix-now), run a homeserver, take a look
Matrix spec at https://matrix.org/docs/spec and API docs at at the `Matrix spec <https://matrix.org/docs/spec>`_, and experiment with the
https://matrix.org/docs/api, experiment with the APIs and the demo clients, and `APIs <https://matrix.org/docs/api>`_ and `Client SDKs
report any bugs via https://matrix.org/jira. <http://matrix.org/docs/projects/try-matrix-now.html#client-sdks>`_.
Thanks for using Matrix! Thanks for using Matrix!
[1] End-to-end encryption is currently in development - see https://matrix.org/git/olm [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 Synapse Installation
==================== ====================
@ -151,7 +142,7 @@ This installs synapse, along with the libraries it uses, into a virtual
environment under ``~/.synapse``. Feel free to pick a different directory environment under ``~/.synapse``. Feel free to pick a different directory
if you prefer. if you prefer.
In case of problems, please see the _Troubleshooting section below. In case of problems, please see the _`Troubleshooting` section below.
Alternatively, Silvio Fricke has contributed a Dockerfile to automate the Alternatively, Silvio Fricke has contributed a Dockerfile to automate the
above in Docker at https://registry.hub.docker.com/u/silviof/docker-matrix/. above in Docker at https://registry.hub.docker.com/u/silviof/docker-matrix/.
@ -160,29 +151,65 @@ Also, Martin Giess has created an auto-deployment process with vagrant/ansible,
tested with VirtualBox/AWS/DigitalOcean - see https://github.com/EMnify/matrix-synapse-auto-deploy tested with VirtualBox/AWS/DigitalOcean - see https://github.com/EMnify/matrix-synapse-auto-deploy
for details. for details.
To set up your homeserver, run (in your virtualenv, as before):: Configuring synapse
-------------------
Before you can start Synapse, you will need to generate a configuration
file. To do this, run (in your virtualenv, as before)::
cd ~/.synapse cd ~/.synapse
python -m synapse.app.homeserver \ python -m synapse.app.homeserver \
--server-name machine.my.domain.name \ --server-name my.domain.name \
--config-path homeserver.yaml \ --config-path homeserver.yaml \
--generate-config \ --generate-config \
--report-stats=[yes|no] --report-stats=[yes|no]
...substituting your host and domain name as appropriate. ... substituting an appropriate value for ``--server-name``. The server name
determines the "domain" part of user-ids for users on your server: these will
all be of the format ``@user:my.domain.name``. It also determines how other
matrix servers will reach yours for `Federation`_. For a test configuration,
set this to the hostname of your server. For a more production-ready setup, you
will probably want to specify your domain (``example.com``) rather than a
matrix-specific hostname here (in the same way 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`_. Beware that the server name cannot be changed later.
This will generate you a config file that you can then customise, but it will 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 Home Server to 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 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 wise to back them up somewhere safe. (If, for whatever reason, you do need to
change your Home Server's keys, you may find that other Home Servers 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 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. key in the ``<server name>.signing.key`` file (the second word) to something
different. See `the spec`__ for more information on key management.)
By default, registration of new users is disabled. You can either enable .. __: `key_management`_
registration in the config by specifying ``enable_registration: true``
(it is then recommended to also set up CAPTCHA - see docs/CAPTCHA_SETUP), or The default configuration exposes two HTTP ports: 8008 and 8448. Port 8008 is
you can use the command line to register new users:: configured without TLS; it is not recommended this be exposed outside your
local network. Port 8448 is configured to use TLS with a self-signed
certificate. This is fine for testing with but, to avoid your clients
complaining about the certificate, you will almost certainly want to use
another certificate for production purposes. (Note that a self-signed
certificate is fine for `Federation`_). You can do so by changing
``tls_certificate_path``, ``tls_private_key_path`` and ``tls_dh_params_path``
in ``homeserver.yaml``; alternatively, you can use a reverse-proxy, but be sure
to read `Using a reverse proxy with Synapse`_ when doing so.
Apart from port 8448 using TLS, both ports are the same in the default
configuration.
Registering a user
------------------
You will need at least one user on your server in order to use a Matrix
client. Users can be registered either `via a Matrix client`__, or via a
commandline script.
.. __: `client-user-reg`_
To get started, it is easiest to use the command line to register new users::
$ source ~/.synapse/bin/activate $ source ~/.synapse/bin/activate
$ synctl start # if not already running $ synctl start # if not already running
@ -192,8 +219,19 @@ you can use the command line to register new users::
Confirm password: Confirm password:
Success! Success!
This process uses a setting ``registration_shared_secret`` in
``homeserver.yaml``, which is shared between Synapse itself and the
``register_new_matrix_user`` script. It doesn't matter what it is (a random
value is generated by ``--generate-config``), but it should be kept secret, as
anyone with knowledge of it can register users 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 For reliable VoIP calls to be routed via this homeserver, you MUST configure
a TURN server. See docs/turn-howto.rst for details. a TURN server. See `<docs/turn-howto.rst>`_ for details.
Running Synapse Running Synapse
=============== ===============
@ -205,11 +243,54 @@ run (e.g. ``~/.synapse``), and::
source ./bin/activate source ./bin/activate
synctl start synctl start
Connecting to Synapse from a client
===================================
The easiest way to try out your new Synapse installation is by connecting to it
from a web client. The easiest option is probably the one at
http://riot.im/app. You will need to specify a "Custom server" when you log on
or register: set this to ``https://localhost:8448`` - remember to specify the
port (``:8448``) unless you changed the configuration. (Leave the identity
server as the default - see `Identity servers`_.)
If all goes well you should at least be able to log in, create a room, and
start sending messages.
(The homeserver runs a web client by default at https://localhost:8448/, though
as of the time of writing it is somewhat outdated and not really recommended -
https://github.com/matrix-org/synapse/issues/1527).
.. _`client-user-reg`:
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.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.
Your new user name will be formed partly from the ``server_name`` (see
`Configuring synapse`_), and partly from a localpart you specify when you
create the account. Your name will take the form of::
@localpart:my.domain.name
(pronounced "at localpart on my dot domain dot name").
As when logging in, you will need to specify a "Custom server". Specify your
desired ``localpart`` in the 'User name' box.
Security Note Security Note
============= =============
Matrix serves raw user generated data in some APIs - specifically the content Matrix serves raw user generated data in some APIs - specifically the `content
repository endpoints: http://matrix.org/docs/spec/client_server/r0.2.0.html#get-matrix-media-r0-download-servername-mediaid repository endpoints <http://matrix.org/docs/spec/client_server/latest.html#get-matrix-media-r0-download-servername-mediaid>`_.
Whilst we have tried to mitigate against possible XSS attacks (e.g. Whilst we have tried to mitigate against possible XSS attacks (e.g.
https://github.com/matrix-org/synapse/pull/1021) we recommend running https://github.com/matrix-org/synapse/pull/1021) we recommend running
matrix homeservers on a dedicated domain name, to limit any malicious user generated matrix homeservers on a dedicated domain name, to limit any malicious user generated
@ -220,24 +301,6 @@ server on the same domain.
See https://github.com/vector-im/vector-web/issues/1977 and See https://github.com/vector-im/vector-web/issues/1977 and
https://developer.github.com/changes/2014-04-25-user-content-security for more details. https://developer.github.com/changes/2014-04-25-user-content-security for more details.
Using PostgreSQL
================
As of Synapse 0.9, `PostgreSQL <http://www.postgresql.org>`_ is supported as an
alternative to the `SQLite <http://sqlite.org/>`_ database that Synapse has
traditionally used for convenience and simplicity.
The advantages of Postgres 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>`_.
Platform Specific Instructions Platform Specific Instructions
============================== ==============================
@ -247,7 +310,7 @@ Debian
Matrix provides official Debian packages via apt from http://matrix.org/packages/debian/. Matrix provides official Debian packages via apt from http://matrix.org/packages/debian/.
Note that these packages do not include a client - choose one from Note that these packages do not include a client - choose one from
https://matrix.org/blog/try-matrix-now/ (or build your own with one of our SDKs :) https://matrix.org/docs/projects/try-matrix-now/ (or build your own with one of our SDKs :)
Fedora Fedora
------ ------
@ -340,6 +403,7 @@ Troubleshooting:
you do, you may need to create a symlink to ``libsodium.a`` so ``ld`` can find you do, you may need to create a symlink to ``libsodium.a`` so ``ld`` can find
it: ``ln -s /usr/local/lib/libsodium.a /usr/lib/libsodium.a`` it: ``ln -s /usr/local/lib/libsodium.a /usr/lib/libsodium.a``
Troubleshooting Troubleshooting
=============== ===============
@ -413,6 +477,285 @@ you will need to explicitly call Python2.7 - either running as::
...or by editing synctl with the correct python executable. ...or by editing synctl with the correct python executable.
Upgrading an existing Synapse
=============================
The instructions for upgrading synapse are in `UPGRADE.rst`_.
Please check these instructions as upgrading may require extra steps for some
versions of synapse.
.. _UPGRADE.rst: UPGRADE.rst
.. _federation:
Setting up Federation
=====================
Federation is the process by which users on different servers can participate
in the same room. For this to work, those other servers must be able to contact
yours to send messages.
As explained in `Configuring synapse`_, the ``server_name`` in your
``homeserver.yaml`` file determines the way that other servers will reach
yours. By default, they will treat it as a hostname and try to connect to
port 8448. This is easy to set up and will work with the default configuration,
provided you set the ``server_name`` to match your machine's public DNS
hostname.
For a more flexible configuration, you can set up a DNS SRV record. This allows
you to run your server on a machine that might not have the same name as your
domain name. For example, you might want to run your server at
``synapse.example.com``, but have your Matrix user-ids look like
``@user:example.com``. (A SRV record also allows you to change the port from
the default 8448. However, if you are thinking of using a reverse-proxy, be
sure to read `Reverse-proxying the federation port`_ first.)
To use a SRV record, first create your SRV record and publish it in DNS. This
should have the format ``_matrix._tcp.<yourdomain.com> <ttl> IN SRV 10 0 <port>
<synapse.server.name>``. The DNS record should then look something like::
$ dig -t srv _matrix._tcp.example.com
_matrix._tcp.example.com. 3600 IN SRV 10 0 8448 synapse.example.com.
You can then configure your homeserver to use ``<yourdomain.com>`` as the domain in
its user-ids, by setting ``server_name``::
python -m synapse.app.homeserver \
--server-name <yourdomain.com> \
--config-path homeserver.yaml \
--generate-config
python -m synapse.app.homeserver --config-path homeserver.yaml
If you've already generated the config file, you need to edit the ``server_name``
in your ``homeserver.yaml`` file. If you've already started Synapse and a
database has been created, you will have to recreate the database.
If all goes well, you should be able to `connect to your server with a client`__,
and then join a room via federation. (Try ``#matrix-dev:matrix.org`` as a first
step. "Matrix HQ"'s sheer size and activity level tends to make even the
largest boxes pause for thought.)
.. __: `Connecting to Synapse from a client`_
Troubleshooting
---------------
The typical failure mode with federation is that when you try to join a room,
it is rejected with "401: Unauthorized". Generally this means that other
servers in the room couldn't access yours. (Joining a room over federation is a
complicated dance which requires connections in both directions).
So, things to check are:
* If you are trying to use a reverse-proxy, read `Reverse-proxying the
federation port`_.
* If you are not using a SRV record, check that your ``server_name`` (the part
of your user-id after the ``:``) matches your hostname, and that port 8448 on
that hostname is reachable from outside your network.
* If you *are* using a SRV record, check that it matches your ``server_name``
(it should be ``_matrix._tcp.<server_name>``), and that the port and hostname
it specifies are reachable from outside your network.
Running a Demo Federation of Synapses
-------------------------------------
If you want to get up and running quickly with a trio of homeservers in a
private federation, there is a script in the ``demo`` directory. This is mainly
useful just for development purposes. See `<demo/README>`_.
Using PostgreSQL
================
As of Synapse 0.9, `PostgreSQL <http://www.postgresql.org>`_ is supported as an
alternative to the `SQLite <http://sqlite.org/>`_ database that Synapse has
traditionally used for convenience and simplicity.
The advantages of Postgres 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
==================================
It is possible 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>`_ or
`HAProxy <http://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.
The most important thing to know here is that Matrix clients and other Matrix
servers do not necessarily need to connect to your server via the same
port. Indeed, clients will use port 443 by default, whereas servers default to
port 8448. Where these are different, we refer to the 'client port' and the
'federation port'.
The next most important thing to know is that using a reverse-proxy on the
federation port has a number of pitfalls. It is possible, but be sure to read
`Reverse-proxying the federation port`_.
The recommended setup is therefore to configure your reverse-proxy on port 443
for client connections, but to also expose port 8448 for server-server
connections. All the Matrix endpoints begin ``/_matrix``, so an example nginx
configuration might look like::
server {
listen 443 ssl;
listen [::]:443 ssl;
server_name matrix.example.com;
location /_matrix {
proxy_pass http://localhost:8008;
proxy_set_header X-Forwarded-For $remote_addr;
}
}
You will also want to set ``bind_address: 127.0.0.1`` and ``x_forwarded: true``
for port 8008 in ``homeserver.yaml`` to ensure that client IP addresses are
recorded correctly.
Having done so, you can then use ``https://matrix.example.com`` (instead of
``https://matrix.example.com:8448``) as the "Custom server" when `Connecting to
Synapse from a client`_.
Reverse-proxying the federation port
------------------------------------
There are two issues to consider before using a reverse-proxy on the federation
port:
* Due to the way SSL certificates are managed in the Matrix federation protocol
(see `spec`__), Synapse needs to be configured with the path to the SSL
certificate, *even if you do not terminate SSL at Synapse*.
.. __: `key_management`_
* Synapse does not currently support SNI on the federation protocol
(`bug #1491 <https://github.com/matrix-org/synapse/issues/1491>`_), which
means that using name-based virtual hosting is unreliable.
Furthermore, a number of the normal reasons for using a reverse-proxy do not
apply:
* Other servers will connect on port 8448 by default, so there is no need to
listen on port 443 (for federation, at least), which avoids the need for root
privileges and virtual hosting.
* A self-signed SSL certificate is fine for federation, so there is no need to
automate renewals. (The certificate generated by ``--generate-config`` is
valid for 10 years.)
If you want to set up a reverse-proxy on the federation port despite these
caveats, you will need to do the following:
* In ``homeserver.yaml``, set ``tls_certificate_path`` to the path to the SSL
certificate file used by your reverse-proxy, and set ``no_tls`` to ``True``.
(``tls_private_key_path`` will be ignored if ``no_tls`` is ``True``.)
* In your reverse-proxy configuration:
* If there are other virtual hosts on the same port, make sure that the
*default* one uses the certificate configured above.
* Forward ``/_matrix`` to Synapse.
* If your reverse-proxy is not listening on port 8448, publish a SRV record to
tell other servers how to find you. See `Setting up Federation`_.
When updating the SSL certificate, just update the file pointed to by
``tls_certificate_path``: there is no need to restart synapse. (You may like to
use a symbolic link to help make this process atomic.)
The most common mistake when setting up federation is not to tell Synapse about
your SSL certificate. To check it, you can visit
``https://matrix.org/federationtester/api/report?server_name=<your_server_name>``.
Unfortunately, there is no UI for this yet, but, you should see
``"MatchingTLSFingerprint": true``. If not, check that
``Certificates[0].SHA256Fingerprint`` (the fingerprint of the certificate
presented by your reverse-proxy) matches ``Keys.tls_fingerprints[0].sha256``
(the fingerprint of the certificate Synapse is using).
Identity Servers
================
Identity servers have the job of mapping email addresses and other 3rd Party
IDs (3PIDs) to Matrix user IDs, as well as verifying the ownership of 3PIDs
before creating that mapping.
**They are not where accounts or credentials are stored - these live on home
servers. Identity Servers are just for mapping 3rd party IDs to matrix IDs.**
This process is very security-sensitive, as there is obvious risk of spam if it
is too easy to sign up for Matrix accounts or harvest 3PID data. In the longer
term, we hope to create a decentralised system to manage it (`matrix-doc #712
<https://github.com/matrix-org/matrix-doc/issues/712>`_), but in the meantime,
the role of managing trusted identity in the Matrix ecosystem is farmed out to
a cluster of known trusted ecosystem partners, who run 'Matrix Identity
Servers' such as `Sydent <https://github.com/matrix-org/sydent>`_, whose role
is purely to authenticate and track 3PID logins and publish end-user public
keys.
You can host your own copy of Sydent, but this will prevent you reaching other
users in the Matrix ecosystem via their email address, and prevent them finding
you. We therefore recommend that you use one of the centralised identity servers
at ``https://matrix.org`` or ``https://vector.im`` for now.
To reiterate: the Identity server will only be used if you choose to associate
an email address with your account, or send an invite to another user via their
email address.
URL Previews
============
Synapse 0.15.0 introduces a new API for previewing URLs at
``/_matrix/media/r0/preview_url``. This is disabled by default. To 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
your loopback and RFC1918 IP addresses are blacklisted.
This also requires the optional lxml and netaddr python dependencies to be
installed.
Password reset
==============
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 Vector.
A manual password reset can be done via direct database access as follows.
First calculate the hash of the new password::
$ source ~/.synapse/bin/activate
$ ./scripts/hash_password
Password:
Confirm password:
$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Then update the `users` table in the database::
UPDATE users SET password_hash='$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
WHERE name='@test:test.com';
Synapse Development Synapse Development
=================== ===================
@ -445,182 +788,6 @@ This should end with a 'PASSED' result::
PASSED (successes=143) PASSED (successes=143)
Upgrading an existing Synapse
=============================
The instructions for upgrading synapse are in `UPGRADE.rst`_.
Please check these instructions as upgrading may require extra steps for some
versions of synapse.
.. _UPGRADE.rst: UPGRADE.rst
Setting up Federation
=====================
In order for other homeservers to send messages to your server, it will need to
be publicly visible on the internet, and they will need to know its host name.
You have two choices here, which will influence the form of your Matrix user
IDs:
1) Use the machine's own hostname as available on public DNS in the form of
its A records. This is easier to set up initially, perhaps for
testing, but lacks the flexibility of SRV.
2) Set up a SRV record for your domain name. This requires you create a SRV
record in DNS, but gives the flexibility to run the server on your own
choice of TCP port, on a machine that might not be the same name as the
domain name.
For the first form, simply pass the required hostname (of the machine) as the
--server-name parameter::
python -m synapse.app.homeserver \
--server-name machine.my.domain.name \
--config-path homeserver.yaml \
--generate-config
python -m synapse.app.homeserver --config-path homeserver.yaml
Alternatively, you can run ``synctl start`` to guide you through the process.
For the second form, first create your SRV record and publish it in DNS. This
needs to be named _matrix._tcp.YOURDOMAIN, and point at at least one hostname
and port where the server is running. (At the current time synapse does not
support clustering multiple servers into a single logical homeserver). The DNS
record would then look something like::
$ dig -t srv _matrix._tcp.machine.my.domain.name
_matrix._tcp IN SRV 10 0 8448 machine.my.domain.name.
At this point, you should then run the homeserver with the hostname of this
SRV record, as that is the name other machines will expect it to have::
python -m synapse.app.homeserver \
--server-name YOURDOMAIN \
--config-path homeserver.yaml \
--generate-config
python -m synapse.app.homeserver --config-path homeserver.yaml
If you've already generated the config file, you need to edit the "server_name"
in you ```homeserver.yaml``` file. If you've already started Synapse and a
database has been created, you will have to recreate the database.
You may additionally want to pass one or more "-v" options, in order to
increase the verbosity of logging output; at least for initial testing.
Running a Demo Federation of Synapses
-------------------------------------
If you want to get up and running quickly with a trio of homeservers in a
private federation (``localhost:8080``, ``localhost:8081`` and
``localhost:8082``) which you can then access through the webclient running at
http://localhost:8080. Simply run::
demo/start.sh
This is mainly useful just for development purposes.
Running The Demo Web Client
===========================
The homeserver runs a web client by default at https://localhost:8448/.
If this is the first time you have used the client from that browser (it uses
HTML5 local storage to remember its config), you will need to log in to your
account. If you don't yet have an account, because you've just started the
homeserver for the first time, then you'll need to register one.
Registering A New Account
-------------------------
Your new user name will be formed partly from the hostname your server is
running as, and partly from a localpart you specify when you create the
account. Your name will take the form of::
@localpart:my.domain.here
(pronounced "at localpart on my dot domain dot here")
Specify your desired localpart in the topmost box of the "Register for an
account" form, and click the "Register" button. Hostnames can contain ports if
required due to lack of SRV records (e.g. @matthew:localhost:8448 on an
internal synapse sandbox running on localhost).
If registration fails, you may need to enable it in the homeserver (see
`Synapse Installation`_ above)
Logging In To An Existing Account
---------------------------------
Just enter the ``@localpart:my.domain.here`` Matrix user ID and password into
the form and click the Login button.
Identity Servers
================
The job of authenticating 3PIDs and tracking which 3PIDs are associated with a
given Matrix user is very security-sensitive, as there is obvious risk of spam
if it is too easy to sign up for Matrix accounts or harvest 3PID data.
Meanwhile the job of publishing the end-to-end encryption public keys for
Matrix users is also very security-sensitive for similar reasons.
Therefore the role of managing trusted identity in the Matrix ecosystem is
farmed out to a cluster of known trusted ecosystem partners, who run 'Matrix
Identity Servers' such as ``sydent``, whose role is purely to authenticate and
track 3PID logins and publish end-user public keys.
It's currently early days for identity servers as Matrix is not yet using 3PIDs
as the primary means of identity and E2E encryption is not complete. As such,
we are running a single identity server (https://matrix.org) at the current
time.
URL Previews
============
Synapse 0.15.0 introduces an experimental new API for previewing URLs at
/_matrix/media/r0/preview_url. This is disabled by default. To 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 your loopback and
RFC1918 IP addresses are blacklisted.
This also requires the optional lxml and netaddr python dependencies to be
installed.
Password reset
==============
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 Vector.
A manual password reset can be done via direct database access as follows.
First calculate the hash of the new password:
$ source ~/.synapse/bin/activate
$ ./scripts/hash_password
Password:
Confirm password:
$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Then update the `users` table in the database:
UPDATE users SET password_hash='$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
WHERE name='@test:test.com';
Where's the spec?!
==================
The source of the matrix spec lives at https://github.com/matrix-org/matrix-doc.
A recent HTML snapshot of this lives at http://matrix.org/docs/spec
Building Internal API Documentation Building Internal API Documentation
=================================== ===================================
@ -635,7 +802,6 @@ Building internal API documentation::
python setup.py build_sphinx python setup.py build_sphinx
Help!! Synapse eats all my RAM! Help!! Synapse eats all my RAM!
=============================== ===============================
@ -651,3 +817,5 @@ around a ~700MB footprint. You can dial it down further to 0.02 if
desired, which targets roughly ~512MB. Conversely you can dial it up if desired, which targets roughly ~512MB. Conversely you can dial it up if
you need performance for lots of users and have a box with a lot of RAM. you need performance for lots of users and have a box with a lot of RAM.
.. _`key_management`: https://matrix.org/docs/spec/server_server/unstable.html#retrieving-server-keys

View File

@ -11,12 +11,12 @@ https://developers.google.com/recaptcha/
Setting ReCaptcha Keys Setting ReCaptcha Keys
---------------------- ----------------------
The keys are a config option on the home server config. If they are not 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_public_key: YOUR_PUBLIC_KEY
recaptcha_private_key: YOUR_PRIVATE_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 enable_registration_captcha: true
@ -25,7 +25,6 @@ Configuring IP used for auth
The ReCaptcha API requires that the IP address of the user who solved the 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, 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 it may be required to use the X-Forwarded-For (XFF) header instead of the origin
IP address. This can be configured as an option on the home server like so: IP address. This can be configured as an option on the home server like so::
captcha_ip_origin_is_x_forwarded: true captcha_ip_origin_is_x_forwarded: true