From 426218323b8475a71b3c58d7d291f0046faa62ab Mon Sep 17 00:00:00 2001 From: Neil Johnson Date: Tue, 11 Jun 2019 12:17:43 +0100 Subject: [PATCH] Neilj/improve federation docs (#5419) Add FAQ questions to federate.md. Add a health warning making it clear that the 1711 upgrade FAQ is now out of date. --- INSTALL.md | 27 +++++------ changelog.d/5419.doc | 1 + docs/MSC1711_certificates_FAQ.md | 17 +++++++ docs/federate.md | 77 ++++++++++++++++++++++++++++++-- 4 files changed, 106 insertions(+), 16 deletions(-) create mode 100644 changelog.d/5419.doc diff --git a/INSTALL.md b/INSTALL.md index a1ff91a98..2df686b19 100644 --- a/INSTALL.md +++ b/INSTALL.md @@ -1,14 +1,14 @@ -* [Installing Synapse](#installing-synapse) - * [Installing from source](#installing-from-source) - * [Platform-Specific Instructions](#platform-specific-instructions) - * [Troubleshooting Installation](#troubleshooting-installation) - * [Prebuilt packages](#prebuilt-packages) -* [Setting up Synapse](#setting-up-synapse) - * [TLS certificates](#tls-certificates) - * [Email](#email) - * [Registering a user](#registering-a-user) - * [Setting up a TURN server](#setting-up-a-turn-server) - * [URL previews](#url-previews) +- [Installing Synapse](#installing-synapse) + - [Installing from source](#installing-from-source) + - [Platform-Specific Instructions](#platform-specific-instructions) + - [Troubleshooting Installation](#troubleshooting-installation) + - [Prebuilt packages](#prebuilt-packages) +- [Setting up Synapse](#setting-up-synapse) + - [TLS certificates](#tls-certificates) + - [Email](#email) + - [Registering a user](#registering-a-user) + - [Setting up a TURN server](#setting-up-a-turn-server) + - [URL previews](#url-previews) # Installing Synapse @@ -395,8 +395,9 @@ To configure Synapse to expose an HTTPS port, you will need to edit instance, if using certbot, use `fullchain.pem` as your certificate, not `cert.pem`). -For those of you upgrading your TLS certificate for Synapse 1.0 compliance, -please take a look at [our guide](docs/MSC1711_certificates_FAQ.md#configuring-certificates-for-compatibility-with-synapse-100). +For a more detailed guide to configuring your server for federation, see +[federate.md](docs/federate.md) + ## Email diff --git a/changelog.d/5419.doc b/changelog.d/5419.doc new file mode 100644 index 000000000..74cf5eea8 --- /dev/null +++ b/changelog.d/5419.doc @@ -0,0 +1 @@ +Expand the federation guide to include relevant content from the MSC1711 FAQ diff --git a/docs/MSC1711_certificates_FAQ.md b/docs/MSC1711_certificates_FAQ.md index 599462bdc..7f9a23ff3 100644 --- a/docs/MSC1711_certificates_FAQ.md +++ b/docs/MSC1711_certificates_FAQ.md @@ -1,5 +1,22 @@ # MSC1711 Certificates FAQ +## Historical Note +This document was originally written to guide server admins through the upgrade +path towards Synapse 1.0. Specifically, +[MSC1711](https://github.com/matrix-org/matrix-doc/blob/master/proposals/1711-x509-for-federation.md) +required that all servers present valid TLS certificates on their federation +API. Admins were encouraged to achieve compliance from version 0.99.0 (released +in February 2019) ahead of version 1.0 (released June 2019) enforcing the +certificate checks. + +Much of what follows is now outdated since most admins will have already +upgraded, however it may be of use to those with old installs returning to the +project. + +If you are setting up a server from scratch you almost certainly should look at +the [installation guide](INSTALL.md) instead. + +## Introduction The goal of Synapse 0.99.0 is to act as a stepping stone to Synapse 1.0.0. It supports the r0.1 release of the server to server specification, but is compatible with both the legacy Matrix federation behaviour (pre-r0.1) as well diff --git a/docs/federate.md b/docs/federate.md index b7fc09661..6d6bb85e1 100644 --- a/docs/federate.md +++ b/docs/federate.md @@ -14,9 +14,9 @@ up and will work provided you set the ``server_name`` to match your machine's public DNS hostname, and provide Synapse with a TLS certificate which is valid for your ``server_name``. -Once you have completed the steps necessary to federate, you should be able to -join a room via federation. (A good place to start is ``#synapse:matrix.org`` - a -room for Synapse admins.) +Once federation has been configured, you should be able to join a room over +federation. A good place to start is ``#synapse:matrix.org`` - a room for +Synapse admins. ## Delegation @@ -98,6 +98,77 @@ _matrix._tcp.``. In our example, we would expect this: Note that the target of a SRV record cannot be an alias (CNAME record): it has to point directly to the server hosting the synapse instance. +### Delegation FAQ +#### When do I need a SRV record or .well-known URI? + +If your homeserver listens on the default federation port (8448), and your +`server_name` points to the host that your homeserver runs on, you do not need an SRV +record or `.well-known/matrix/server` URI. + +For instance, if you registered `example.com` and pointed its DNS A record at a +fresh server, you could install Synapse on that host, +giving it a `server_name` of `example.com`, and once [ACME](acme.md) support is enabled, +it would automatically generate a valid TLS certificate for you via Let's Encrypt +and no SRV record or .well-known URI would be needed. + +This is the common case, although you can add an SRV record or +`.well-known/matrix/server` URI for completeness if you wish. + +**However**, if your server does not listen on port 8448, or if your `server_name` +does not point to the host that your homeserver runs on, you will need to let +other servers know how to find it. The way to do this is via .well-known or an +SRV record. + +#### I have created a .well-known URI. Do I still need an SRV record? + +As of Synapse 0.99, Synapse will first check for the existence of a .well-known +URI and follow any delegation it suggests. It will only then check for the +existence of an SRV record. + +That means that the SRV record will often be redundant. However, you should +remember that there may still be older versions of Synapse in the federation +which do not understand .well-known URIs, so if you removed your SRV record +you would no longer be able to federate with them. + +It is therefore best to leave the SRV record in place for now. Synapse 0.34 and +earlier will follow the SRV record (and not care about the invalid +certificate). Synapse 0.99 and later will follow the .well-known URI, with the +correct certificate chain. + +#### Can I manage my own certificates rather than having Synapse renew certificates itself? + +Yes, you are welcome to manage your certificates yourself. Synapse will only +attempt to obtain certificates from Let's Encrypt if you configure it to do +so.The only requirement is that there is a valid TLS cert present for +federation end points. + +#### Do you still recommend against using a reverse proxy on the federation port? + +We no longer actively recommend against using a reverse proxy. Many admins will +find it easier to direct federation traffic to a reverse proxy and manage their +own TLS certificates, and this is a supported configuration. + +See [reverse_proxy.rst](reverse_proxy.rst) for information on setting up a +reverse proxy. + +#### Do I still need to give my TLS certificates to Synapse if I am using a reverse proxy? + +Practically speaking, this is no longer necessary. + +If you are using a reverse proxy for all of your TLS traffic, then you can set +`no_tls: True` in the Synapse config. In that case, the only reason Synapse +needs the certificate is to populate a legacy `tls_fingerprints` field in the +federation API. This is ignored by Synapse 0.99.0 and later, and the only time +pre-0.99 Synapses will check it is when attempting to fetch the server keys - +and generally this is delegated via `matrix.org`, which will be running a modern +version of Synapse. + +#### Do I need the same certificate for the client and federation port? + +No. There is nothing stopping you from using different certificates, +particularly if you are using a reverse proxy. However, Synapse will use the +same certificate on any ports where TLS is configured. + ## Troubleshooting You can use the [federation tester](