From 833c406b9b34392eb64780eeef6b670be762ea21 Mon Sep 17 00:00:00 2001 From: Neil Johnson Date: Thu, 6 Jun 2019 17:23:02 +0100 Subject: [PATCH] Neilj/1.0 upgrade notes (#5371) 1.0 upgrade/install notes --- INSTALL.md | 25 +++++++++++++++- UPGRADE.rst | 49 ++++++++++++++++++++++++++++++++ changelog.d/5371.feature | 1 + docs/MSC1711_certificates_FAQ.md | 12 ++++---- 4 files changed, 79 insertions(+), 8 deletions(-) create mode 100644 changelog.d/5371.feature diff --git a/INSTALL.md b/INSTALL.md index 193459314..d3a450f40 100644 --- a/INSTALL.md +++ b/INSTALL.md @@ -5,6 +5,7 @@ * [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) @@ -394,9 +395,31 @@ 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 in readiness for Synapse 1.0, +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). +## Email + +It is desirable for Synapse to have the capability to send email. For example, +this is required to support the 'password reset' feature. + +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 Synapse is not configured with an SMTP server, password reset via email will + be disabled by default. + +Alternatively it is possible delegate the sending of email to the server's +identity server. Doing so is convenient but not recommended, since a malicious +or compromised identity server could theoretically hijack a given user's +account by redirecting mail. + +If you are absolutely certain that you wish to use the server's identity server +for password resets, set ``trust_identity_server_for_password_resets`` to +``true`` under the ``email:`` configuration section. + ## Registering a user You will need at least one user on your server in order to use a Matrix diff --git a/UPGRADE.rst b/UPGRADE.rst index 228222d53..6032a505c 100644 --- a/UPGRADE.rst +++ b/UPGRADE.rst @@ -49,6 +49,55 @@ returned by the Client-Server API: # configured on port 443. curl -kv https:///_matrix/client/versions 2>&1 | grep "Server:" +Upgrading to v1.0 +================= + +Validation of TLS certificates +------------------------------ + +Synapse v1.0 is the first release to enforce +validation of TLS certificates for the federation API. It is therefore +essential that your certificates are correctly configured. See the `FAQ +`_ for more information. + +Note, v1.0 installations will also no longer be able to federate with servers +that have not correctly configured their certificates. + +In rare cases, it may be desirable to disable certificate checking: for +example, it might be essential to be able to federate with a given legacy +server in a closed federation. This can be done in one of two ways:- + +* Configure the global switch ``federation_verify_certificates`` to ``false``. +* Configure a whitelist of server domains to trust via ``federation_certificate_verification_whitelist``. + +See the `sample configuration file `_ +for more details on these settings. + +Email +----- +When a user requests a password reset, Synapse will send an email to the +user to confirm the request. + +Previous versions of Synapse delegated the job of sending this email to an +identity server. If the identity server was somehow malicious or became +compromised, it would be theoretically possible to hijack an account through +this means. + +Therefore, by default, Synapse v1.0 will send the confirmation email itself. If +Synapse is not configured with an SMTP server, password reset via email will be +disabled. + +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 you are absolutely certain that you wish to continue using an identity +server for password resets, set ``trust_identity_server_for_password_resets`` to ``true``. + +See the `sample configuration file `_ +for more details on these settings. + Upgrading to v0.99.0 ==================== diff --git a/changelog.d/5371.feature b/changelog.d/5371.feature new file mode 100644 index 000000000..7f960630e --- /dev/null +++ b/changelog.d/5371.feature @@ -0,0 +1 @@ +Update upgrade and installation guides ahead of 1.0. diff --git a/docs/MSC1711_certificates_FAQ.md b/docs/MSC1711_certificates_FAQ.md index 37f7f669c..599462bdc 100644 --- a/docs/MSC1711_certificates_FAQ.md +++ b/docs/MSC1711_certificates_FAQ.md @@ -68,16 +68,14 @@ Admins should upgrade and configure a valid CA cert. Homeservers that require a .well-known entry (see below), should retain their SRV record and use it alongside their .well-known record. -**>= 5th March 2019 - Synapse 1.0.0 is released** +**10th June 2019 - Synapse 1.0.0 is released** -1.0.0 will land no sooner than 1 month after 0.99.0, leaving server admins one -month after 5th February to upgrade to 0.99.0 and deploy their certificates. In +1.0.0 is scheduled for release on 10th June. In accordance with the the [S2S spec](https://matrix.org/docs/spec/server_server/r0.1.0.html) 1.0.0 will enforce certificate validity. This means that any homeserver without a valid certificate after this point will no longer be able to federate with 1.0.0 servers. - ## Configuring certificates for compatibility with Synapse 1.0.0 ### If you do not currently have an SRV record @@ -146,9 +144,9 @@ You can do this with a `.well-known` file as follows: with Synapse 0.34 and earlier. 2. Give Synapse a certificate corresponding to the target domain - (`customer.example.net` in the above example). You can either use Synapse's - built-in [ACME support](./ACME.md) for this (via the `domain` parameter in - the `acme` section), or acquire a certificate yourself and give it to + (`customer.example.net` in the above example). You can either use Synapse's + built-in [ACME support](./ACME.md) for this (via the `domain` parameter in + the `acme` section), or acquire a certificate yourself and give it to Synapse via `tls_certificate_path` and `tls_private_key_path`. 3. Restart Synapse to ensure the new certificate is loaded.