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![Andrew Morgan](/assets/img/avatar_default.png)
Our documentation has a history of using a document's name as a way to link to it, such as "See [workers.md]() for details". This makes sense when you're traversing a directory of files, but less sense when the files are abstracted away - as they are on the documentation website. This PR changes the links to various documentation pages to something that fits better into the surrounding sentence, as you would when making any hyperlink on the web.
598 lines
20 KiB
Markdown
598 lines
20 KiB
Markdown
# Installation Instructions
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There are 3 steps to follow under **Installation Instructions**.
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- [Installation Instructions](#installation-instructions)
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- [Choosing your server name](#choosing-your-server-name)
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- [Installing Synapse](#installing-synapse)
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- [Installing from source](#installing-from-source)
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- [Platform-specific prerequisites](#platform-specific-prerequisites)
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- [Debian/Ubuntu/Raspbian](#debianubunturaspbian)
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- [ArchLinux](#archlinux)
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- [CentOS/Fedora](#centosfedora)
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- [macOS](#macos)
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- [OpenSUSE](#opensuse)
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- [OpenBSD](#openbsd)
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- [Windows](#windows)
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- [Prebuilt packages](#prebuilt-packages)
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- [Docker images and Ansible playbooks](#docker-images-and-ansible-playbooks)
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- [Debian/Ubuntu](#debianubuntu)
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- [Matrix.org packages](#matrixorg-packages)
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- [Downstream Debian packages](#downstream-debian-packages)
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- [Downstream Ubuntu packages](#downstream-ubuntu-packages)
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- [Fedora](#fedora)
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- [OpenSUSE](#opensuse-1)
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- [SUSE Linux Enterprise Server](#suse-linux-enterprise-server)
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- [ArchLinux](#archlinux-1)
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- [Void Linux](#void-linux)
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- [FreeBSD](#freebsd)
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- [OpenBSD](#openbsd-1)
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- [NixOS](#nixos)
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- [Setting up Synapse](#setting-up-synapse)
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- [Using PostgreSQL](#using-postgresql)
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- [TLS certificates](#tls-certificates)
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- [Client Well-Known URI](#client-well-known-uri)
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- [Email](#email)
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- [Registering a user](#registering-a-user)
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- [Setting up a TURN server](#setting-up-a-turn-server)
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- [URL previews](#url-previews)
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- [Troubleshooting Installation](#troubleshooting-installation)
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## Choosing your server name
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It is important to choose the name for your server before you install Synapse,
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because it cannot be changed later.
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The server name determines the "domain" part of user-ids for users on your
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server: these will all be of the format `@user:my.domain.name`. It also
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determines how other matrix servers will reach yours for federation.
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For a test configuration, set this to the hostname of your server. For a more
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production-ready setup, you will probably want to specify your domain
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(`example.com`) rather than a matrix-specific hostname here (in the same way
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that your email address is probably `user@example.com` rather than
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`user@email.example.com`) - but doing so may require more advanced setup: see
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[Setting up Federation](../federate.md).
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## Installing Synapse
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### Installing from source
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(Prebuilt packages are available for some platforms - see [Prebuilt packages](#prebuilt-packages).)
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When installing from source please make sure that the [Platform-specific prerequisites](#platform-specific-prerequisites) are already installed.
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System requirements:
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- POSIX-compliant system (tested on Linux & OS X)
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- Python 3.5.2 or later, up to Python 3.9.
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- At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org
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To install the Synapse homeserver run:
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```sh
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mkdir -p ~/synapse
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virtualenv -p python3 ~/synapse/env
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source ~/synapse/env/bin/activate
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pip install --upgrade pip
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pip install --upgrade setuptools
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pip install matrix-synapse
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```
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This will download Synapse from [PyPI](https://pypi.org/project/matrix-synapse)
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and install it, along with the python libraries it uses, into a virtual environment
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under `~/synapse/env`. Feel free to pick a different directory if you
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prefer.
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This Synapse installation can then be later upgraded by using pip again with the
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update flag:
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```sh
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source ~/synapse/env/bin/activate
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pip install -U matrix-synapse
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```
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Before you can start Synapse, you will need to generate a configuration
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file. To do this, run (in your virtualenv, as before):
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```sh
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cd ~/synapse
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python -m synapse.app.homeserver \
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--server-name my.domain.name \
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--config-path homeserver.yaml \
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--generate-config \
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--report-stats=[yes|no]
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```
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... substituting an appropriate value for `--server-name`.
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This command will generate you a config file that you can then customise, but it will
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also generate a set of keys for you. These keys will allow your homeserver to
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identify itself to other homeserver, so don't lose or delete them. It would be
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wise to back them up somewhere safe. (If, for whatever reason, you do need to
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change your homeserver's keys, you may find that other homeserver have the
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old key cached. If you update the signing key, you should change the name of the
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key in the `<server name>.signing.key` file (the second word) to something
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different. See the [spec](https://matrix.org/docs/spec/server_server/latest.html#retrieving-server-keys) for more information on key management).
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To actually run your new homeserver, pick a working directory for Synapse to
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run (e.g. `~/synapse`), and:
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```sh
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cd ~/synapse
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source env/bin/activate
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synctl start
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```
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#### Platform-specific prerequisites
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Synapse is written in Python but some of the libraries it uses are written in
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C. So before we can install Synapse itself we need a working C compiler and the
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header files for Python C extensions.
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##### Debian/Ubuntu/Raspbian
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Installing prerequisites on Ubuntu or Debian:
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```sh
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sudo apt install build-essential python3-dev libffi-dev \
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python3-pip python3-setuptools sqlite3 \
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libssl-dev virtualenv libjpeg-dev libxslt1-dev
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```
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##### ArchLinux
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Installing prerequisites on ArchLinux:
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```sh
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sudo pacman -S base-devel python python-pip \
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python-setuptools python-virtualenv sqlite3
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```
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##### CentOS/Fedora
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Installing prerequisites on CentOS or Fedora Linux:
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```sh
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sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
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libwebp-devel libxml2-devel libxslt-devel libpq-devel \
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python3-virtualenv libffi-devel openssl-devel python3-devel
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sudo dnf groupinstall "Development Tools"
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```
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##### macOS
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Installing prerequisites on macOS:
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```sh
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xcode-select --install
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sudo easy_install pip
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sudo pip install virtualenv
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brew install pkg-config libffi
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```
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On macOS Catalina (10.15) you may need to explicitly install OpenSSL
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via brew and inform `pip` about it so that `psycopg2` builds:
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```sh
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brew install openssl@1.1
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export LDFLAGS="-L/usr/local/opt/openssl/lib"
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export CPPFLAGS="-I/usr/local/opt/openssl/include"
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```
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##### OpenSUSE
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Installing prerequisites on openSUSE:
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```sh
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sudo zypper in -t pattern devel_basis
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sudo zypper in python-pip python-setuptools sqlite3 python-virtualenv \
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python-devel libffi-devel libopenssl-devel libjpeg62-devel
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```
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##### OpenBSD
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A port of Synapse is available under `net/synapse`. The filesystem
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underlying the homeserver directory (defaults to `/var/synapse`) has to be
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mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
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and mounting it to `/var/synapse` should be taken into consideration.
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To be able to build Synapse's dependency on python the `WRKOBJDIR`
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(cf. `bsd.port.mk(5)`) for building python, too, needs to be on a filesystem
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mounted with `wxallowed` (cf. `mount(8)`).
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Creating a `WRKOBJDIR` for building python under `/usr/local` (which on a
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default OpenBSD installation is mounted with `wxallowed`):
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```sh
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doas mkdir /usr/local/pobj_wxallowed
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```
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Assuming `PORTS_PRIVSEP=Yes` (cf. `bsd.port.mk(5)`) and `SUDO=doas` are
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configured in `/etc/mk.conf`:
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```sh
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doas chown _pbuild:_pbuild /usr/local/pobj_wxallowed
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```
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Setting the `WRKOBJDIR` for building python:
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```sh
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echo WRKOBJDIR_lang/python/3.7=/usr/local/pobj_wxallowed \\nWRKOBJDIR_lang/python/2.7=/usr/local/pobj_wxallowed >> /etc/mk.conf
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```
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Building Synapse:
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```sh
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cd /usr/ports/net/synapse
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make install
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```
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##### Windows
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If you wish to run or develop Synapse on Windows, the Windows Subsystem For
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Linux provides a Linux environment on Windows 10 which is capable of using the
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Debian, Fedora, or source installation methods. More information about WSL can
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be found at <https://docs.microsoft.com/en-us/windows/wsl/install-win10> for
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Windows 10 and <https://docs.microsoft.com/en-us/windows/wsl/install-on-server>
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for Windows Server.
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### Prebuilt packages
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As an alternative to installing from source, prebuilt packages are available
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for a number of platforms.
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#### Docker images and Ansible playbooks
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There is an official synapse image available at
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<https://hub.docker.com/r/matrixdotorg/synapse> which can be used with
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the docker-compose file available at
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[contrib/docker](https://github.com/matrix-org/synapse/tree/develop/contrib/docker).
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Further information on this including configuration options is available in the README
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on hub.docker.com.
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Alternatively, Andreas Peters (previously Silvio Fricke) has contributed a
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Dockerfile to automate a synapse server in a single Docker image, at
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<https://hub.docker.com/r/avhost/docker-matrix/tags/>
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Slavi Pantaleev has created an Ansible playbook,
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which installs the offical Docker image of Matrix Synapse
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along with many other Matrix-related services (Postgres database, Element, coturn,
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ma1sd, SSL support, etc.).
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For more details, see
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<https://github.com/spantaleev/matrix-docker-ansible-deploy>
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#### Debian/Ubuntu
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##### Matrix.org packages
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Matrix.org provides Debian/Ubuntu packages of Synapse via
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<https://packages.matrix.org/debian/>. To install the latest release:
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```sh
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sudo apt install -y lsb-release wget apt-transport-https
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sudo wget -O /usr/share/keyrings/matrix-org-archive-keyring.gpg https://packages.matrix.org/debian/matrix-org-archive-keyring.gpg
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echo "deb [signed-by=/usr/share/keyrings/matrix-org-archive-keyring.gpg] https://packages.matrix.org/debian/ $(lsb_release -cs) main" |
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sudo tee /etc/apt/sources.list.d/matrix-org.list
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sudo apt update
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sudo apt install matrix-synapse-py3
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```
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Packages are also published for release candidates. To enable the prerelease
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channel, add `prerelease` to the `sources.list` line. For example:
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```sh
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sudo wget -O /usr/share/keyrings/matrix-org-archive-keyring.gpg https://packages.matrix.org/debian/matrix-org-archive-keyring.gpg
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echo "deb [signed-by=/usr/share/keyrings/matrix-org-archive-keyring.gpg] https://packages.matrix.org/debian/ $(lsb_release -cs) main prerelease" |
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sudo tee /etc/apt/sources.list.d/matrix-org.list
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sudo apt update
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sudo apt install matrix-synapse-py3
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```
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The fingerprint of the repository signing key (as shown by `gpg
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/usr/share/keyrings/matrix-org-archive-keyring.gpg`) is
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`AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058`.
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##### Downstream Debian packages
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We do not recommend using the packages from the default Debian `buster`
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repository at this time, as they are old and suffer from known security
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vulnerabilities. You can install the latest version of Synapse from
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[our repository](#matrixorg-packages) or from `buster-backports`. Please
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see the [Debian documentation](https://backports.debian.org/Instructions/)
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for information on how to use backports.
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If you are using Debian `sid` or testing, Synapse is available in the default
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repositories and it should be possible to install it simply with:
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```sh
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sudo apt install matrix-synapse
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```
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##### Downstream Ubuntu packages
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We do not recommend using the packages in the default Ubuntu repository
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at this time, as they are old and suffer from known security vulnerabilities.
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The latest version of Synapse can be installed from [our repository](#matrixorg-packages).
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#### Fedora
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Synapse is in the Fedora repositories as `matrix-synapse`:
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```sh
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sudo dnf install matrix-synapse
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```
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Oleg Girko provides Fedora RPMs at
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<https://obs.infoserver.lv/project/monitor/matrix-synapse>
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#### OpenSUSE
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Synapse is in the OpenSUSE repositories as `matrix-synapse`:
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```sh
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sudo zypper install matrix-synapse
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```
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#### SUSE Linux Enterprise Server
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Unofficial package are built for SLES 15 in the openSUSE:Backports:SLE-15 repository at
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<https://download.opensuse.org/repositories/openSUSE:/Backports:/SLE-15/standard/>
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#### ArchLinux
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The quickest way to get up and running with ArchLinux is probably with the community package
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<https://www.archlinux.org/packages/community/any/matrix-synapse/>, which should pull in most of
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the necessary dependencies.
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pip may be outdated (6.0.7-1 and needs to be upgraded to 6.0.8-1 ):
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```sh
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sudo pip install --upgrade pip
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```
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If you encounter an error with lib bcrypt causing an Wrong ELF Class:
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ELFCLASS32 (x64 Systems), you may need to reinstall py-bcrypt to correctly
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compile it under the right architecture. (This should not be needed if
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installing under virtualenv):
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```sh
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sudo pip uninstall py-bcrypt
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sudo pip install py-bcrypt
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```
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#### Void Linux
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Synapse can be found in the void repositories as 'synapse':
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```sh
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xbps-install -Su
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xbps-install -S synapse
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```
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#### FreeBSD
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Synapse can be installed via FreeBSD Ports or Packages contributed by Brendan Molloy from:
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- Ports: `cd /usr/ports/net-im/py-matrix-synapse && make install clean`
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- Packages: `pkg install py37-matrix-synapse`
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#### OpenBSD
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As of OpenBSD 6.7 Synapse is available as a pre-compiled binary. The filesystem
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underlying the homeserver directory (defaults to `/var/synapse`) has to be
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mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
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and mounting it to `/var/synapse` should be taken into consideration.
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Installing Synapse:
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```sh
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doas pkg_add synapse
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```
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#### NixOS
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Robin Lambertz has packaged Synapse for NixOS at:
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<https://github.com/NixOS/nixpkgs/blob/master/nixos/modules/services/misc/matrix-synapse.nix>
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## Setting up Synapse
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Once you have installed synapse as above, you will need to configure it.
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### Using PostgreSQL
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By default Synapse uses an [SQLite](https://sqlite.org/) database and in doing so trades
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performance for convenience. Almost all installations should opt to use [PostgreSQL](https://www.postgresql.org)
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instead. Advantages include:
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- significant performance improvements due to the superior threading and
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caching model, smarter query optimiser
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- allowing the DB to be run on separate hardware
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For information on how to install and use PostgreSQL in Synapse, please see
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[Using Postgres](../postgres.md)
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SQLite is only acceptable for testing purposes. SQLite should not be used in
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a production server. Synapse will perform poorly when using
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SQLite, especially when participating in large rooms.
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### TLS certificates
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The default configuration exposes a single HTTP port on the local
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interface: `http://localhost:8008`. It is suitable for local testing,
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but for any practical use, you will need Synapse's APIs to be served
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over HTTPS.
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The recommended way to do so is to set up a reverse proxy on port
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`8448`. You can find documentation on doing so in
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[the reverse proxy documentation](../reverse_proxy.md).
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Alternatively, you can configure Synapse to expose an HTTPS port. To do
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so, you will need to edit `homeserver.yaml`, as follows:
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- First, under the `listeners` section, uncomment the configuration for the
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TLS-enabled listener. (Remove the hash sign (`#`) at the start of
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each line). The relevant lines are like this:
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```yaml
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- port: 8448
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type: http
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tls: true
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resources:
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- names: [client, federation]
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```
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- You will also need to uncomment the `tls_certificate_path` and
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`tls_private_key_path` lines under the `TLS` section. You will need to manage
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provisioning of these certificates yourself.
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If you are using your own certificate, be sure to use a `.pem` file that
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includes the full certificate chain including any intermediate certificates
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(for instance, if using certbot, use `fullchain.pem` as your certificate, not
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`cert.pem`).
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For a more detailed guide to configuring your server for federation, see
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[Federation](../federate.md).
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### Client Well-Known URI
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Setting up the client Well-Known URI is optional but if you set it up, it will
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allow users to enter their full username (e.g. `@user:<server_name>`) into clients
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which support well-known lookup to automatically configure the homeserver and
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identity server URLs. This is useful so that users don't have to memorize or think
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about the actual homeserver URL you are using.
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The URL `https://<server_name>/.well-known/matrix/client` should return JSON in
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the following format.
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```json
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{
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"m.homeserver": {
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"base_url": "https://<matrix.example.com>"
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}
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}
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```
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It can optionally contain identity server information as well.
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```json
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{
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"m.homeserver": {
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"base_url": "https://<matrix.example.com>"
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},
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"m.identity_server": {
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"base_url": "https://<identity.example.com>"
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}
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}
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```
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To work in browser based clients, the file must be served with the appropriate
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Cross-Origin Resource Sharing (CORS) headers. A recommended value would be
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`Access-Control-Allow-Origin: *` which would allow all browser based clients to
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view it.
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In nginx this would be something like:
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```nginx
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location /.well-known/matrix/client {
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|
return 200 '{"m.homeserver": {"base_url": "https://<matrix.example.com>"}}';
|
|
default_type application/json;
|
|
add_header Access-Control-Allow-Origin *;
|
|
}
|
|
```
|
|
|
|
You should also ensure the `public_baseurl` option in `homeserver.yaml` is set
|
|
correctly. `public_baseurl` should be set to the URL that clients will use to
|
|
connect to your server. This is the same URL you put for the `m.homeserver`
|
|
`base_url` above.
|
|
|
|
```yaml
|
|
public_baseurl: "https://<matrix.example.com>"
|
|
```
|
|
|
|
### Email
|
|
|
|
It is desirable for Synapse to have the capability to send email. This allows
|
|
Synapse to send password reset emails, send verifications when an email address
|
|
is added to a user's account, and send email notifications to users when they
|
|
receive new messages.
|
|
|
|
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`.
|
|
|
|
If email is not configured, password reset, registration and notifications via
|
|
email will be disabled.
|
|
|
|
### Registering a user
|
|
|
|
The easiest way to create a new user is to do so from a client like [Element](https://element.io/).
|
|
|
|
Alternatively, you can do so from the command line. This can be done as follows:
|
|
|
|
1. If synapse was installed via pip, activate the virtualenv as follows (if Synapse was
|
|
installed via a prebuilt package, `register_new_matrix_user` should already be
|
|
on the search path):
|
|
```sh
|
|
cd ~/synapse
|
|
source env/bin/activate
|
|
synctl start # if not already running
|
|
```
|
|
2. Run the following command:
|
|
```sh
|
|
register_new_matrix_user -c homeserver.yaml http://localhost:8008
|
|
```
|
|
|
|
This will prompt you to add details for the new user, and will then connect to
|
|
the running Synapse to create the new user. For example:
|
|
```
|
|
New user localpart: erikj
|
|
Password:
|
|
Confirm password:
|
|
Make admin [no]:
|
|
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, including admin accounts,
|
|
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 [TURN setup](../turn-howto.md) for details.
|
|
|
|
### URL previews
|
|
|
|
Synapse includes support for previewing URLs, which 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` python dependency to be installed. This
|
|
in turn requires the `libxml2` library to be available - on Debian/Ubuntu this
|
|
means `apt-get install libxml2-dev`, or equivalent for your OS.
|
|
|
|
### Troubleshooting Installation
|
|
|
|
`pip` seems to leak *lots* of memory during installation. For instance, a Linux
|
|
host with 512MB of RAM may run out of memory whilst installing Twisted. If this
|
|
happens, you will have to individually install the dependencies which are
|
|
failing, e.g.:
|
|
|
|
```sh
|
|
pip install twisted
|
|
```
|
|
|
|
If you have any other problems, feel free to ask in
|
|
[#synapse:matrix.org](https://matrix.to/#/#synapse:matrix.org).
|