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Doc/move database setup instructions in install md (#8987)

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INSTALL.md
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@ -1,19 +1,44 @@
- [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)
- [URL previews](#url-previews)
- [Troubleshooting Installation](#troubleshooting-installation)
# Installation Instructions
# Choosing your server name
There are 3 steps to follow under **Installation Instructions**.
- [Installation Instructions](#installation-instructions)
- [Choosing your server name](#choosing-your-server-name)
- [Installing Synapse](#installing-synapse)
- [Installing from source](#installing-from-source)
- [Platform-Specific Instructions](#platform-specific-instructions)
- [Debian/Ubuntu/Raspbian](#debianubunturaspbian)
- [ArchLinux](#archlinux)
- [CentOS/Fedora](#centosfedora)
- [macOS](#macos)
- [OpenSUSE](#opensuse)
- [OpenBSD](#openbsd)
- [Windows](#windows)
- [Prebuilt packages](#prebuilt-packages)
- [Docker images and Ansible playbooks](#docker-images-and-ansible-playbooks)
- [Debian/Ubuntu](#debianubuntu)
- [Matrix.org packages](#matrixorg-packages)
- [Downstream Debian packages](#downstream-debian-packages)
- [Downstream Ubuntu packages](#downstream-ubuntu-packages)
- [Fedora](#fedora)
- [OpenSUSE](#opensuse-1)
- [SUSE Linux Enterprise Server](#suse-linux-enterprise-server)
- [ArchLinux](#archlinux-1)
- [Void Linux](#void-linux)
- [FreeBSD](#freebsd)
- [OpenBSD](#openbsd-1)
- [NixOS](#nixos)
- [Setting up Synapse](#setting-up-synapse)
- [Using PostgreSQL](#using-postgresql)
- [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)
- [URL previews](#url-previews)
- [Troubleshooting Installation](#troubleshooting-installation)
## Choosing your server name
It is important to choose the name for your server before you install Synapse,
because it cannot be changed later.
@ -29,28 +54,9 @@ 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
## Installing Synapse
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
### Installing from source
(Prebuilt packages are available for some platforms - see [Prebuilt packages](#prebuilt-packages).)
@ -68,7 +74,7 @@ these on various platforms.
To install the Synapse homeserver run:
```
```sh
mkdir -p ~/synapse
virtualenv -p python3 ~/synapse/env
source ~/synapse/env/bin/activate
@ -85,7 +91,7 @@ prefer.
This Synapse installation can then be later upgraded by using pip again with the
update flag:
```
```sh
source ~/synapse/env/bin/activate
pip install -U matrix-synapse
```
@ -93,7 +99,7 @@ pip install -U matrix-synapse
Before you can start Synapse, you will need to generate a configuration
file. To do this, run (in your virtualenv, as before):
```
```sh
cd ~/synapse
python -m synapse.app.homeserver \
--server-name my.domain.name \
@ -111,45 +117,43 @@ wise to back them up somewhere safe. (If, for whatever reason, you do need to
change your homeserver's keys, you may find that other homeserver have the
old key cached. If you update the signing key, you should change the name of the
key in the `<server name>.signing.key` file (the second word) to something
different. See the
[spec](https://matrix.org/docs/spec/server_server/latest.html#retrieving-server-keys)
for more information on key management).
different. See the [spec](https://matrix.org/docs/spec/server_server/latest.html#retrieving-server-keys) for more information on key management).
To actually run your new homeserver, pick a working directory for Synapse to
run (e.g. `~/synapse`), and:
```
```sh
cd ~/synapse
source env/bin/activate
synctl start
```
### Platform-Specific Instructions
#### Platform-Specific Instructions
#### Debian/Ubuntu/Raspbian
##### Debian/Ubuntu/Raspbian
Installing prerequisites on Ubuntu or Debian:
```
sudo apt-get install build-essential python3-dev libffi-dev \
```sh
sudo apt install build-essential python3-dev libffi-dev \
python3-pip python3-setuptools sqlite3 \
libssl-dev virtualenv libjpeg-dev libxslt1-dev
```
#### ArchLinux
##### ArchLinux
Installing prerequisites on ArchLinux:
```
```sh
sudo pacman -S base-devel python python-pip \
python-setuptools python-virtualenv sqlite3
```
#### CentOS/Fedora
##### CentOS/Fedora
Installing prerequisites on CentOS 8 or Fedora>26:
```
```sh
sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
libwebp-devel tk-devel redhat-rpm-config \
python3-virtualenv libffi-devel openssl-devel
@ -158,7 +162,7 @@ sudo dnf groupinstall "Development Tools"
Installing prerequisites on CentOS 7 or Fedora<=25:
```
```sh
sudo yum install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
lcms2-devel libwebp-devel tcl-devel tk-devel redhat-rpm-config \
python3-virtualenv libffi-devel openssl-devel
@ -170,11 +174,11 @@ uses SQLite 3.7. You may be able to work around this by installing a more
recent SQLite version, but it is recommended that you instead use a Postgres
database: see [docs/postgres.md](docs/postgres.md).
#### macOS
##### macOS
Installing prerequisites on macOS:
```
```sh
xcode-select --install
sudo easy_install pip
sudo pip install virtualenv
@ -184,22 +188,22 @@ brew install pkg-config libffi
On macOS Catalina (10.15) you may need to explicitly install OpenSSL
via brew and inform `pip` about it so that `psycopg2` builds:
```
```sh
brew install openssl@1.1
export LDFLAGS=-L/usr/local/Cellar/openssl\@1.1/1.1.1d/lib/
```
#### OpenSUSE
##### OpenSUSE
Installing prerequisites on openSUSE:
```
```sh
sudo zypper in -t pattern devel_basis
sudo zypper in python-pip python-setuptools sqlite3 python-virtualenv \
python-devel libffi-devel libopenssl-devel libjpeg62-devel
```
#### OpenBSD
##### OpenBSD
A port of Synapse is available under `net/synapse`. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
@ -213,73 +217,72 @@ mounted with `wxallowed` (cf. `mount(8)`).
Creating a `WRKOBJDIR` for building python under `/usr/local` (which on a
default OpenBSD installation is mounted with `wxallowed`):
```
```sh
doas mkdir /usr/local/pobj_wxallowed
```
Assuming `PORTS_PRIVSEP=Yes` (cf. `bsd.port.mk(5)`) and `SUDO=doas` are
configured in `/etc/mk.conf`:
```
```sh
doas chown _pbuild:_pbuild /usr/local/pobj_wxallowed
```
Setting the `WRKOBJDIR` for building python:
```
```sh
echo WRKOBJDIR_lang/python/3.7=/usr/local/pobj_wxallowed \\nWRKOBJDIR_lang/python/2.7=/usr/local/pobj_wxallowed >> /etc/mk.conf
```
Building Synapse:
```
```sh
cd /usr/ports/net/synapse
make install
```
#### Windows
##### Windows
If you wish to run or develop Synapse on Windows, the Windows Subsystem For
Linux provides a Linux environment on Windows 10 which is capable of using the
Debian, Fedora, or source installation methods. More information about WSL can
be found at https://docs.microsoft.com/en-us/windows/wsl/install-win10 for
Windows 10 and https://docs.microsoft.com/en-us/windows/wsl/install-on-server
be found at <https://docs.microsoft.com/en-us/windows/wsl/install-win10> for
Windows 10 and <https://docs.microsoft.com/en-us/windows/wsl/install-on-server>
for Windows Server.
## Prebuilt packages
### Prebuilt packages
As an alternative to installing from source, prebuilt packages are available
for a number of platforms.
### Docker images and Ansible playbooks
#### Docker images and Ansible playbooks
There is an offical synapse image available at
https://hub.docker.com/r/matrixdotorg/synapse which can be used with
<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.
Alternatively, Andreas Peters (previously Silvio Fricke) has contributed a
Dockerfile to automate a synapse server in a single Docker image, at
https://hub.docker.com/r/avhost/docker-matrix/tags/
<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, Element, coturn,
ma1sd, SSL support, etc.).
For more details, see
https://github.com/spantaleev/matrix-docker-ansible-deploy
<https://github.com/spantaleev/matrix-docker-ansible-deploy>
#### Debian/Ubuntu
### Debian/Ubuntu
#### Matrix.org packages
##### Matrix.org packages
Matrix.org provides Debian/Ubuntu packages of the latest stable version of
Synapse via https://packages.matrix.org/debian/. They are available for Debian
Synapse via <https://packages.matrix.org/debian/>. They are available for Debian
9 (Stretch), Ubuntu 16.04 (Xenial), and later. To use them:
```
```sh
sudo apt install -y lsb-release wget apt-transport-https
sudo wget -O /usr/share/keyrings/matrix-org-archive-keyring.gpg https://packages.matrix.org/debian/matrix-org-archive-keyring.gpg
echo "deb [signed-by=/usr/share/keyrings/matrix-org-archive-keyring.gpg] https://packages.matrix.org/debian/ $(lsb_release -cs) main" |
@ -299,7 +302,7 @@ The fingerprint of the repository signing key (as shown by `gpg
/usr/share/keyrings/matrix-org-archive-keyring.gpg`) is
`AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058`.
#### Downstream Debian packages
##### Downstream Debian packages
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
@ -311,49 +314,49 @@ 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:
```
```sh
sudo apt install matrix-synapse
```
#### Downstream Ubuntu packages
##### Downstream Ubuntu packages
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
#### Fedora
Synapse is in the Fedora repositories as `matrix-synapse`:
```
```sh
sudo dnf install matrix-synapse
```
Oleg Girko provides Fedora RPMs at
https://obs.infoserver.lv/project/monitor/matrix-synapse
<https://obs.infoserver.lv/project/monitor/matrix-synapse>
### OpenSUSE
#### OpenSUSE
Synapse is in the OpenSUSE repositories as `matrix-synapse`:
```
```sh
sudo zypper install matrix-synapse
```
### SUSE Linux Enterprise Server
#### SUSE Linux Enterprise Server
Unofficial package are built for SLES 15 in the openSUSE:Backports:SLE-15 repository at
https://download.opensuse.org/repositories/openSUSE:/Backports:/SLE-15/standard/
<https://download.opensuse.org/repositories/openSUSE:/Backports:/SLE-15/standard/>
### ArchLinux
#### ArchLinux
The quickest way to get up and running with ArchLinux is probably with the community package
https://www.archlinux.org/packages/community/any/matrix-synapse/, which should pull in most of
<https://www.archlinux.org/packages/community/any/matrix-synapse/>, which should pull in most of
the necessary dependencies.
pip may be outdated (6.0.7-1 and needs to be upgraded to 6.0.8-1 ):
```
```sh
sudo pip install --upgrade pip
```
@ -362,28 +365,28 @@ ELFCLASS32 (x64 Systems), you may need to reinstall py-bcrypt to correctly
compile it under the right architecture. (This should not be needed if
installing under virtualenv):
```
```sh
sudo pip uninstall py-bcrypt
sudo pip install py-bcrypt
```
### Void Linux
#### Void Linux
Synapse can be found in the void repositories as 'synapse':
```
```sh
xbps-install -Su
xbps-install -S synapse
```
### FreeBSD
#### FreeBSD
Synapse can be installed via FreeBSD Ports or Packages contributed by Brendan Molloy from:
- Ports: `cd /usr/ports/net-im/py-matrix-synapse && make install clean`
- Packages: `pkg install py37-matrix-synapse`
- Ports: `cd /usr/ports/net-im/py-matrix-synapse && make install clean`
- Packages: `pkg install py37-matrix-synapse`
### OpenBSD
#### OpenBSD
As of OpenBSD 6.7 Synapse is available as a pre-compiled binary. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
@ -392,20 +395,35 @@ and mounting it to `/var/synapse` should be taken into consideration.
Installing Synapse:
```
```sh
doas pkg_add synapse
```
### NixOS
#### NixOS
Robin Lambertz has packaged Synapse for NixOS at:
https://github.com/NixOS/nixpkgs/blob/master/nixos/modules/services/misc/matrix-synapse.nix
<https://github.com/NixOS/nixpkgs/blob/master/nixos/modules/services/misc/matrix-synapse.nix>
# Setting up Synapse
## Setting up Synapse
Once you have installed synapse as above, you will need to configure it.
## TLS certificates
### Using PostgreSQL
By default Synapse uses [SQLite](https://sqlite.org/) and in doing so trades performance for convenience.
SQLite is only recommended in Synapse for testing purposes or for servers with
very light workloads.
Almost all installations should opt to use [PostgreSQL](https://www.postgresql.org). 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 in Synapse, please see
[docs/postgres.md](docs/postgres.md)
### TLS certificates
The default configuration exposes a single HTTP port on the local
interface: `http://localhost:8008`. It is suitable for local testing,
@ -419,19 +437,19 @@ The recommended way to do so is to set up a reverse proxy on port
Alternatively, you can configure Synapse to expose an HTTPS port. To do
so, you will need to edit `homeserver.yaml`, as follows:
* First, under the `listeners` section, uncomment the configuration for the
- First, under the `listeners` section, uncomment the configuration for the
TLS-enabled listener. (Remove the hash sign (`#`) at the start of
each line). The relevant lines are like this:
```
- port: 8448
type: http
tls: true
resources:
- names: [client, federation]
```yaml
- port: 8448
type: http
tls: true
resources:
- names: [client, federation]
```
* You will also need to uncomment the `tls_certificate_path` and
- You will also need to uncomment the `tls_certificate_path` and
`tls_private_key_path` lines under the `TLS` section. You will need to manage
provisioning of these certificates yourself — Synapse had built-in ACME
support, but the ACMEv1 protocol Synapse implements is deprecated, not
@ -446,7 +464,7 @@ 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
### 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
@ -457,7 +475,7 @@ about the actual homeserver URL you are using.
The URL `https://<server_name>/.well-known/matrix/client` should return JSON in
the following format.
```
```json
{
"m.homeserver": {
"base_url": "https://<matrix.example.com>"
@ -467,7 +485,7 @@ the following format.
It can optionally contain identity server information as well.
```
```json
{
"m.homeserver": {
"base_url": "https://<matrix.example.com>"
@ -484,7 +502,8 @@ Cross-Origin Resource Sharing (CORS) headers. A recommended value would be
view it.
In nginx this would be something like:
```
```nginx
location /.well-known/matrix/client {
return 200 '{"m.homeserver": {"base_url": "https://<matrix.example.com>"}}';
default_type application/json;
@ -497,11 +516,11 @@ 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
### 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
@ -516,7 +535,7 @@ and `notif_from` fields filled out. You may also need to set `smtp_user`,
If email is not configured, password reset, registration and notifications via
email will be disabled.
## Registering a user
### Registering a user
The easiest way to create a new user is to do so from a client like [Element](https://element.io/).
@ -524,7 +543,7 @@ Alternatively you can do so from the command line if you have installed via pip.
This can be done as follows:
```
```sh
$ source ~/synapse/env/bin/activate
$ synctl start # if not already running
$ register_new_matrix_user -c homeserver.yaml http://localhost:8008
@ -542,12 +561,12 @@ 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
### Setting up a TURN server
For reliable VoIP calls to be routed via this homeserver, you MUST configure
a TURN server. See [docs/turn-howto.md](docs/turn-howto.md) for details.
## URL previews
### 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
@ -561,14 +580,14 @@ 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
### 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
```

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@ -0,0 +1 @@
Moved instructions for database setup, adjusted heading levels and improved syntax highlighting in [INSTALL.md](../INSTALL.md). Contributed by fossterer.