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Add FAQ questions to federate.md. Add a health warning making it clear that the 1711 upgrade FAQ is now out of date.
195 lines
8.6 KiB
Markdown
195 lines
8.6 KiB
Markdown
Setting up Federation
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=====================
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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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The ``server_name`` configured in the Synapse configuration file (often
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``homeserver.yaml``) defines how resources (users, rooms, etc.) will be
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identified (eg: ``@user:example.com``, ``#room:example.com``). By
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default, it is also the domain that other servers will use to
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try to reach your server (via port 8448). This is easy to set
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up and will work provided you set the ``server_name`` to match your
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machine's public DNS hostname, and provide Synapse with a TLS certificate
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which is valid for your ``server_name``.
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Once federation has been configured, you should be able to join a room over
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federation. A good place to start is ``#synapse:matrix.org`` - a room for
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Synapse admins.
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## Delegation
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For a more flexible configuration, you can have ``server_name``
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resources (eg: ``@user:example.com``) served by a different host and
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port (eg: ``synapse.example.com:443``). There are two ways to do this:
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- adding a ``/.well-known/matrix/server`` URL served on ``https://example.com``.
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- adding a DNS ``SRV`` record in the DNS zone of domain
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``example.com``.
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Without configuring delegation, the matrix federation will
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expect to find your server via ``example.com:8448``. The following methods
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allow you retain a `server_name` of `example.com` so that your user IDs, room
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aliases, etc continue to look like `*:example.com`, whilst having your
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federation traffic routed to a different server.
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### .well-known delegation
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To use this method, you need to be able to alter the
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``server_name`` 's https server to serve the ``/.well-known/matrix/server``
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URL. Having an active server (with a valid TLS certificate) serving your
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``server_name`` domain is out of the scope of this documentation.
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The URL ``https://<server_name>/.well-known/matrix/server`` should
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return a JSON structure containing the key ``m.server`` like so:
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{
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"m.server": "<synapse.server.name>[:<yourport>]"
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}
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In our example, this would mean that URL ``https://example.com/.well-known/matrix/server``
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should return:
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{
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"m.server": "synapse.example.com:443"
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}
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Note, specifying a port is optional. If a port is not specified an SRV lookup
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is performed, as described below. If the target of the
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delegation does not have an SRV record, then the port defaults to 8448.
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Most installations will not need to configure .well-known. However, it can be
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useful in cases where the admin is hosting on behalf of someone else and
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therefore cannot gain access to the necessary certificate. With .well-known,
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federation servers will check for a valid TLS certificate for the delegated
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hostname (in our example: ``synapse.example.com``).
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.well-known support first appeared in Synapse v0.99.0. To federate with older
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servers you may need to additionally configure SRV delegation. Alternatively,
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encourage the server admin in question to upgrade :).
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### DNS SRV delegation
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To use this delegation method, you need to have write access to your
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``server_name`` 's domain zone DNS records (in our example it would be
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``example.com`` DNS zone).
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This method requires the target server to provide a
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valid TLS certificate for the original ``server_name``.
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You need to add a SRV record in your ``server_name`` 's DNS zone with
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this format:
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_matrix._tcp.<yourdomain.com> <ttl> IN SRV <priority> <weight> <port> <synapse.server.name>
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In our example, we would need to add this SRV record in the
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``example.com`` DNS zone:
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_matrix._tcp.example.com. 3600 IN SRV 10 5 443 synapse.example.com.
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Once done and set up, you can check the DNS record with ``dig -t srv
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_matrix._tcp.<server_name>``. In our example, we would expect this:
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$ dig -t srv _matrix._tcp.example.com
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_matrix._tcp.example.com. 3600 IN SRV 10 0 443 synapse.example.com.
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Note that the target of a SRV record cannot be an alias (CNAME record): it has to point
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directly to the server hosting the synapse instance.
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### Delegation FAQ
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#### When do I need a SRV record or .well-known URI?
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If your homeserver listens on the default federation port (8448), and your
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`server_name` points to the host that your homeserver runs on, you do not need an SRV
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record or `.well-known/matrix/server` URI.
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For instance, if you registered `example.com` and pointed its DNS A record at a
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fresh server, you could install Synapse on that host,
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giving it a `server_name` of `example.com`, and once [ACME](acme.md) support is enabled,
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it would automatically generate a valid TLS certificate for you via Let's Encrypt
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and no SRV record or .well-known URI would be needed.
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This is the common case, although you can add an SRV record or
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`.well-known/matrix/server` URI for completeness if you wish.
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**However**, if your server does not listen on port 8448, or if your `server_name`
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does not point to the host that your homeserver runs on, you will need to let
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other servers know how to find it. The way to do this is via .well-known or an
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SRV record.
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#### I have created a .well-known URI. Do I still need an SRV record?
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As of Synapse 0.99, Synapse will first check for the existence of a .well-known
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URI and follow any delegation it suggests. It will only then check for the
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existence of an SRV record.
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That means that the SRV record will often be redundant. However, you should
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remember that there may still be older versions of Synapse in the federation
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which do not understand .well-known URIs, so if you removed your SRV record
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you would no longer be able to federate with them.
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It is therefore best to leave the SRV record in place for now. Synapse 0.34 and
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earlier will follow the SRV record (and not care about the invalid
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certificate). Synapse 0.99 and later will follow the .well-known URI, with the
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correct certificate chain.
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#### Can I manage my own certificates rather than having Synapse renew certificates itself?
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Yes, you are welcome to manage your certificates yourself. Synapse will only
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attempt to obtain certificates from Let's Encrypt if you configure it to do
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so.The only requirement is that there is a valid TLS cert present for
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federation end points.
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#### Do you still recommend against using a reverse proxy on the federation port?
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We no longer actively recommend against using a reverse proxy. Many admins will
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find it easier to direct federation traffic to a reverse proxy and manage their
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own TLS certificates, and this is a supported configuration.
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See [reverse_proxy.rst](reverse_proxy.rst) for information on setting up a
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reverse proxy.
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#### Do I still need to give my TLS certificates to Synapse if I am using a reverse proxy?
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Practically speaking, this is no longer necessary.
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If you are using a reverse proxy for all of your TLS traffic, then you can set
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`no_tls: True` in the Synapse config. In that case, the only reason Synapse
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needs the certificate is to populate a legacy `tls_fingerprints` field in the
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federation API. This is ignored by Synapse 0.99.0 and later, and the only time
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pre-0.99 Synapses will check it is when attempting to fetch the server keys -
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and generally this is delegated via `matrix.org`, which will be running a modern
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version of Synapse.
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#### Do I need the same certificate for the client and federation port?
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No. There is nothing stopping you from using different certificates,
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particularly if you are using a reverse proxy. However, Synapse will use the
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same certificate on any ports where TLS is configured.
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## Troubleshooting
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You can use the [federation tester](
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<https://matrix.org/federationtester>) to check if your homeserver is
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configured correctly. Alternatively try the [JSON API used by the federation tester](https://matrix.org/federationtester/api/report?server_name=DOMAIN).
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Note that you'll have to modify this URL to replace ``DOMAIN`` with your
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``server_name``. Hitting the API directly provides extra detail.
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The typical failure mode for federation is that when the server tries to join
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a room, it is rejected with "401: Unauthorized". Generally this means that other
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servers in the room could not access yours. (Joining a room over federation is
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a complicated dance which requires connections in both directions).
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Another common problem is that people on other servers can't join rooms that
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you invite them to. This can be caused by an incorrectly-configured reverse
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proxy: see [reverse_proxy.rst](<reverse_proxy.rst>) for instructions on how to correctly
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configure a reverse proxy.
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## Running a Demo Federation of Synapses
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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, there is a script in the ``demo`` directory. This is mainly
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useful just for development purposes. See [demo/README](<../demo/README>).
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