Various improvements to the docs (#7899)

INSTALL.md

@@ -1,10 +1,12 @@
 - [Choosing your server name](#choosing-your-server-name)
+- [Picking a database engine](#picking-a-database-engine)
 - [Installing Synapse](#installing-synapse)
   - [Installing from source](#installing-from-source)
     - [Platform-Specific Instructions](#platform-specific-instructions)
   - [Prebuilt packages](#prebuilt-packages)
 - [Setting up Synapse](#setting-up-synapse)
   - [TLS certificates](#tls-certificates)
+  - [Client Well-Known URI](#client-well-known-uri)
   - [Email](#email)
   - [Registering a user](#registering-a-user)
   - [Setting up a TURN server](#setting-up-a-turn-server)
@@ -27,6 +29,25 @@ 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](docs/federate.md).
 
+# Picking a database engine
+
+Synapse offers two database engines:
+ * [PostgreSQL](https://www.postgresql.org)
+ * [SQLite](https://sqlite.org/)
+
+Almost all installations should opt to use PostgreSQL. Advantages include:
+
+* significant performance improvements due to the superior threading and
+  caching model, smarter query optimiser
+* allowing the DB to be run on separate hardware
+
+For information on how to install and use PostgreSQL, please see
+[docs/postgres.md](docs/postgres.md)
+
+By default Synapse uses SQLite and in doing so trades performance for convenience.
+SQLite is only recommended in Synapse for testing purposes or for servers with
+light workloads.
+
 # Installing Synapse
 
 ## Installing from source
@@ -234,9 +255,9 @@ for a number of platforms.
 
 There is an offical synapse image available at
 https://hub.docker.com/r/matrixdotorg/synapse which can be used with
-the docker-compose file available at [contrib/docker](contrib/docker). Further information on
-this including configuration options is available in the README on
-hub.docker.com.
+the docker-compose file available at [contrib/docker](contrib/docker). Further
+information on this including configuration options is available in the README
+on hub.docker.com.
 
 Alternatively, Andreas Peters (previously Silvio Fricke) has contributed a
 Dockerfile to automate a synapse server in a single Docker image, at
@@ -244,7 +265,8 @@ https://hub.docker.com/r/avhost/docker-matrix/tags/
 
 Slavi Pantaleev has created an Ansible playbook,
 which installs the offical Docker image of Matrix Synapse
-along with many other Matrix-related services (Postgres database, riot-web, coturn, mxisd, SSL support, etc.).
+along with many other Matrix-related services (Postgres database, Element, coturn,
+ma1sd, SSL support, etc.).
 For more details, see
 https://github.com/spantaleev/matrix-docker-ansible-deploy
 
@@ -277,22 +299,27 @@ The fingerprint of the repository signing key (as shown by `gpg
 /usr/share/keyrings/matrix-org-archive-keyring.gpg`) is
 `AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058`.
 
-#### Downstream Debian/Ubuntu packages
+#### Downstream Debian packages
 
-For `buster` and `sid`, Synapse is available in the Debian repositories and
-it should be possible to install it with simply:
+We do not recommend using the packages from the default Debian `buster`
+repository at this time, as they are old and suffer from known security
+vulnerabilities. You can install the latest version of Synapse from
+[our repository](#matrixorg-packages) or from `buster-backports`. Please
+see the [Debian documentation](https://backports.debian.org/Instructions/)
+for information on how to use backports.
+
+If you are using Debian `sid` or testing, Synapse is available in the default
+repositories and it should be possible to install it simply with:
 
 ```
 sudo apt install matrix-synapse
 ```
 
-There is also a version of `matrix-synapse` in `stretch-backports`. Please see
-the [Debian documentation on
-backports](https://backports.debian.org/Instructions/) for information on how
-to use them.
+#### Downstream Ubuntu packages
 
-We do not recommend using the packages in downstream Ubuntu at this time, as
-they are old and suffer from known security vulnerabilities.
+We do not recommend using the packages in the default Ubuntu repository
+at this time, as they are old and suffer from known security vulnerabilities.
+The latest version of Synapse can be installed from [our repository](#matrixorg-packages).
 
 ### Fedora
 
@@ -419,6 +446,60 @@ so, you will need to edit `homeserver.yaml`, as follows:
 For a more detailed guide to configuring your server for federation, see
 [federate.md](docs/federate.md).
 
+## Client Well-Known URI
+
+Setting up the client Well-Known URI is optional but if you set it up, it will
+allow users to enter their full username (e.g. `@user:<server_name>`) into clients
+which support well-known lookup to automatically configure the homeserver and
+identity server URLs. This is useful so that users don't have to memorize or think
+about the actual homeserver URL you are using.
+
+The URL `https://<server_name>/.well-known/matrix/client` should return JSON in
+the following format.
+
+```
+{
+  "m.homeserver": {
+    "base_url": "https://<matrix.example.com>"
+  }
+}
+```
+
+It can optionally contain identity server information as well.
+
+```
+{
+  "m.homeserver": {
+    "base_url": "https://<matrix.example.com>"
+  },
+  "m.identity_server": {
+    "base_url": "https://<identity.example.com>"
+  }
+}
+```
+
+To work in browser based clients, the file must be served with the appropriate
+Cross-Origin Resource Sharing (CORS) headers. A recommended value would be
+`Access-Control-Allow-Origin: *` which would allow all browser based clients to
+view it.
+
+In nginx this would be something like:
+```
+location /.well-known/matrix/client {
+    return 200 '{"m.homeserver": {"base_url": "https://<matrix.example.com>"}}';
+    add_header Content-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.
+
+```
+public_baseurl: "https://<matrix.example.com>"
+```
 
 ## Email
 
@@ -437,7 +518,7 @@ email will be disabled.
 
 ## Registering a user
 
-The easiest way to create a new user is to do so from a client like [Riot](https://riot.im).
+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 if you have installed via pip.
 

README.rst

@@ -45,7 +45,7 @@ which handle:
 - Eventually-consistent cryptographically secure synchronisation of room
   state across a global open network of federated servers and services
 - Sending and receiving extensible messages in a room with (optional)
-  end-to-end encryption[1]
+  end-to-end encryption
 - Inviting, joining, leaving, kicking, banning room members
 - Managing user accounts (registration, login, logout)
 - Using 3rd Party IDs (3PIDs) such as email addresses, phone numbers,
@@ -82,9 +82,6 @@ at the `Matrix spec <https://matrix.org/docs/spec>`_, and experiment with the
 
 Thanks for using Matrix!
 
-[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>`_.
-
-
 Support
 =======
 
@@ -115,12 +112,11 @@ Unless you are running a test instance of Synapse on your local machine, in
 general, you will need to enable TLS support before you can successfully
 connect from a client: see `<INSTALL.md#tls-certificates>`_.
 
-An easy way to get started is to login or register via Riot at
-https://riot.im/app/#/login or https://riot.im/app/#/register respectively.
+An easy way to get started is to login or register via Element at
+https://app.element.io/#/login or https://app.element.io/#/register respectively.
 You will need to change the server you are logging into from ``matrix.org``
 and instead specify a Homeserver URL of ``https://<server_name>:8448``
 (or just ``https://<server_name>`` if you are using a reverse proxy).
-(Leave the identity server as the default - see `Identity servers`_.)
 If you prefer to use another client, refer to our
 `client breakdown <https://matrix.org/docs/projects/clients-matrix>`_.
 
@@ -137,7 +133,7 @@ it, specify ``enable_registration: true`` in ``homeserver.yaml``. (It is then
 recommended to also set up CAPTCHA - see `<docs/CAPTCHA_SETUP.md>`_.)
 
 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.
+user via a Matrix client.
 
 Your new user name will be formed partly from the ``server_name``, and partly
 from a localpart you specify when you create the account. Your name will take
@@ -183,30 +179,6 @@ versions of synapse.
 
 .. _UPGRADE.rst: UPGRADE.rst
 
-
-Using PostgreSQL
-================
-
-Synapse offers two database engines:
- * `PostgreSQL <https://www.postgresql.org>`_
- * `SQLite <https://sqlite.org/>`_
-
-Almost all installations should opt to use PostgreSQL. Advantages 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.md <docs/postgres.md>`_.
-
-By default Synapse uses SQLite and in doing so trades performance for convenience.
-SQLite is only recommended in Synapse for testing purposes or for servers with
-light workloads.
-
 .. _reverse-proxy:
 
 Using a reverse proxy with Synapse
@@ -255,10 +227,9 @@ email address.
 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 Riot.
-
-A manual password reset can be done via direct database access as follows.
+Users can reset their password through their client. Alternatively, a server admin
+can reset a users password using the `admin API <docs/admin_api/user_admin_api.rst#reset-password>`_
+or by directly editing the database as shown below.
 
 First calculate the hash of the new password::
 

changelog.d/7899.doc

@@ -0,0 +1 @@
+Document how to set up a Client Well-Known file and fix several pieces of outdated documentation.

debian/changelog

@@ -1,3 +1,13 @@
+matrix-synapse-py3 (1.xx.0) stable; urgency=medium
+
+  [ Synapse Packaging team ]
+  * New synapse release 1.xx.0.
+
+  [ Aaron Raimist ]
+  * Fix outdated documentation for SYNAPSE_CACHE_FACTOR
+
+ -- Synapse Packaging team <packages@matrix.org>  XXXXX
+
 matrix-synapse-py3 (1.17.0) stable; urgency=medium
 
   * New synapse release 1.17.0.

debian/matrix-synapse.default

@@ -1,2 +1,2 @@
 # Specify environment variables used when running Synapse
-# SYNAPSE_CACHE_FACTOR=1 (default)
+# SYNAPSE_CACHE_FACTOR=0.5 (default)

debian/synctl.ronn

@@ -46,19 +46,20 @@ Configuration file may be generated as follows:
 ## ENVIRONMENT
 
   * `SYNAPSE_CACHE_FACTOR`:
-    Synapse's architecture is quite RAM hungry currently - a lot of
-    recent room data and metadata is deliberately cached in RAM in
-    order to speed up common requests.  This will be improved in
-    future, but for now the easiest way to either reduce the RAM usage
-    (at the risk of slowing things down) is to set the
-    SYNAPSE_CACHE_FACTOR environment variable. Roughly speaking, a
-    SYNAPSE_CACHE_FACTOR of 1.0 will max out at around 3-4GB of
-    resident memory - this is what we currently run the matrix.org
-    on. The default setting is currently 0.1, which is probably 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 you need performance for lots of users and have a box with a
-    lot of RAM.
+    Synapse's architecture is quite RAM hungry currently - we deliberately
+    cache a lot of recent room data and metadata in RAM in order to speed up
+    common requests. We'll improve this in the future, but for now the easiest
+    way to either reduce the RAM usage (at the risk of slowing things down)
+    is to set the almost-undocumented ``SYNAPSE_CACHE_FACTOR`` environment
+    variable. The default is 0.5, which can be decreased to reduce RAM usage
+    in memory constrained enviroments, or increased if performance starts to
+    degrade.
+
+    However, degraded performance due to a low cache factor, common on
+    machines with slow disks, often leads to explosions in memory use due
+    backlogged requests. In this case, reducing the cache factor will make
+    things worse. Instead, try increasing it drastically. 2.0 is a good
+    starting value.
 
 ## COPYRIGHT
 

docs/.sample_config_header.yaml

@@ -10,5 +10,16 @@
 # homeserver.yaml. Instead, if you are starting from scratch, please generate
 # a fresh config using Synapse by following the instructions in INSTALL.md.
 
+# Configuration options that take a time period can be set using a number
+# followed by a letter. Letters have the following meanings:
+# s = second
+# m = minute
+# h = hour
+# d = day
+# w = week
+# y = year
+# For example, setting redaction_retention_period: 5m would remove redacted
+# messages from the database after 5 minutes, rather than 5 months.
+
 ################################################################################
 

docs/postgres.md

@@ -188,6 +188,9 @@ to do step 2.
 
 It is safe to at any time kill the port script and restart it.
 
+Note that the database may take up significantly more (25% - 100% more)
+space on disk after porting to Postgres.
+
 ### Using the port script
 
 Firstly, shut down the currently running synapse server and copy its

docs/sample_config.yaml

@@ -10,6 +10,17 @@
 # homeserver.yaml. Instead, if you are starting from scratch, please generate
 # a fresh config using Synapse by following the instructions in INSTALL.md.
 
+# Configuration options that take a time period can be set using a number
+# followed by a letter. Letters have the following meanings:
+# s = second
+# m = minute
+# h = hour
+# d = day
+# w = week
+# y = year
+# For example, setting redaction_retention_period: 5m would remove redacted
+# messages from the database after 5 minutes, rather than 5 months.
+
 ################################################################################
 
 # Configuration file for Synapse.
@@ -1149,24 +1160,6 @@ account_validity:
 #
 #default_identity_server: https://matrix.org
 
-# The list of identity servers trusted to verify third party
-# identifiers by this server.
-#
-# Also defines the ID server which will be called when an account is
-# deactivated (one will be picked arbitrarily).
-#
-# Note: This option is deprecated. Since v0.99.4, Synapse has tracked which identity
-# server a 3PID has been bound to. For 3PIDs bound before then, Synapse runs a
-# background migration script, informing itself that the identity server all of its
-# 3PIDs have been bound to is likely one of the below.
-#
-# As of Synapse v1.4.0, all other functionality of this option has been deprecated, and
-# it is now solely used for the purposes of the background migration script, and can be
-# removed once it has run.
-#trusted_third_party_id_servers:
-#  - matrix.org
-#  - vector.im
-
 # Handle threepid (email/phone etc) registration and password resets through a set of
 # *trusted* identity servers. Note that this allows the configured identity server to
 # reset passwords for accounts!

synapse/config/registration.py

@@ -333,24 +333,6 @@ class RegistrationConfig(Config):
         #
         #default_identity_server: https://matrix.org
 
-        # The list of identity servers trusted to verify third party
-        # identifiers by this server.
-        #
-        # Also defines the ID server which will be called when an account is
-        # deactivated (one will be picked arbitrarily).
-        #
-        # Note: This option is deprecated. Since v0.99.4, Synapse has tracked which identity
-        # server a 3PID has been bound to. For 3PIDs bound before then, Synapse runs a
-        # background migration script, informing itself that the identity server all of its
-        # 3PIDs have been bound to is likely one of the below.
-        #
-        # As of Synapse v1.4.0, all other functionality of this option has been deprecated, and
-        # it is now solely used for the purposes of the background migration script, and can be
-        # removed once it has run.
-        #trusted_third_party_id_servers:
-        #  - matrix.org
-        #  - vector.im
-
         # Handle threepid (email/phone etc) registration and password resets through a set of
         # *trusted* identity servers. Note that this allows the configured identity server to
         # reset passwords for accounts!