synapse/UPGRADE.rst

Upgrading Synapse
=================

Before upgrading check if any special steps are required to upgrade from the
what you currently have installed to current version of synapse. The extra
instructions that may be required are listed later in this document.

1. If synapse was installed in a virtualenv then active that virtualenv before
   upgrading. If synapse is installed in a virtualenv in ``~/.synapse/`` then
   run:

   .. code:: bash

       source ~/.synapse/bin/activate

2. If synapse was installed using pip then upgrade to the latest version by
   running:

   .. code:: bash

       pip install --upgrade matrix-synapse

       # restart synapse
       synctl restart


   If synapse was installed using git then upgrade to the latest version by
   running:

   .. code:: bash

       # Pull the latest version of the master branch.
       git pull
       # Update the versions of synapse's python dependencies.
       python synapse/python_dependencies.py | xargs pip install --upgrade

       # restart synapse
       ./synctl restart


To check whether your update was sucessful, you can check the Server header
returned by the Client-Server API:

.. code:: bash

    # replace <host.name> with the hostname of your synapse homeserver.
    # You may need to specify a port (eg, :8448) if your server is not
    # configured on port 443.
    curl -kv https://<host.name>/_matrix/client/versions 2>&1 | grep "Server:"

Upgrading to v0.99.0
====================

In preparation for Synapse v1.0, you must update your TLS certificates from
self-signed ones to verifiable ones signed by a trusted root CA.

If you do not already have a certificate for your domain, the easiest way to get
one is with Synapse's new ACME support, which will use the ACME protocol to
provision a certificate automatically. By default, certificates will be obtained
from the publicly trusted CA Let's Encrypt.

For a sample configuration, please inspect the new ACME section in the example
generated config by running the ``generate-config`` executable. For example::

  ~/synapse/env3/bin/generate-config

You will need to provide Let's Encrypt (or other ACME provider) access to your
Synapse ACME challenge responder on port 80, at the domain of your homeserver.
This requires you either change the port of the ACME listener provided by
Synapse to a high port and reverse proxy to it, or use a tool like authbind to
allow Synapse to listen on port 80 without root access. (Do not run Synapse with
root permissions!)

You will need to back up or delete your self signed TLS certificate
(``example.com.tls.crt`` and ``example.com.tls.key``), Synapse's ACME
implementation will not overwrite them.

You may wish to use alternate methods such as Certbot to obtain a certificate
from Let's Encrypt, depending on your server configuration. Of course, if you
already have a valid certificate for your homeserver's domain, that can be
placed in Synapse's config directory without the need for ACME.

Upgrading to v0.34.0
====================

1. This release is the first to fully support Python 3. Synapse will now run on
   Python versions 3.5, or 3.6 (as well as 2.7). We recommend switching to
   Python 3, as it has been shown to give performance improvements.

   For users who have installed Synapse into a virtualenv, we recommend doing
   this by creating a new virtualenv. For example::

       virtualenv -p python3 ~/synapse/env3
       source ~/synapse/env3/bin/activate
       pip install matrix-synapse

   You can then start synapse as normal, having activated the new virtualenv::

       cd ~/synapse
       source env3/bin/activate
       synctl start

   Users who have installed from distribution packages should see the relevant
   package documentation. See below for notes on Debian packages.

   * When upgrading to Python 3, you **must** make sure that your log files are
     configured as UTF-8, by adding ``encoding: utf8`` to the
     ``RotatingFileHandler`` configuration (if you have one) in your
     ``<server>.log.config`` file. For example, if your ``log.config`` file
     contains::

       handlers:
         file:
           class: logging.handlers.RotatingFileHandler
           formatter: precise
           filename: homeserver.log
           maxBytes: 104857600
           backupCount: 10
           filters: [context]
         console:
           class: logging.StreamHandler
           formatter: precise
           filters: [context]

     Then you should update this to be::

       handlers:
         file:
           class: logging.handlers.RotatingFileHandler
           formatter: precise
           filename: homeserver.log
           maxBytes: 104857600
           backupCount: 10
           filters: [context]
           encoding: utf8
         console:
           class: logging.StreamHandler
           formatter: precise
           filters: [context]

     There is no need to revert this change if downgrading to Python 2.

   We are also making available Debian packages which will run Synapse on
   Python 3. You can switch to these packages with ``apt-get install
   matrix-synapse-py3``, however, please read `debian/NEWS
   <https://github.com/matrix-org/synapse/blob/release-v0.34.0/debian/NEWS>`_
   before doing so. The existing ``matrix-synapse`` packages will continue to
   use Python 2 for the time being.

2. This release removes the ``riot.im`` from the default list of trusted
   identity servers.

   If ``riot.im`` is in your homeserver's list of
   ``trusted_third_party_id_servers``, you should remove it. It was added in
   case a hypothetical future identity server was put there. If you don't
   remove it, users may be unable to deactivate their accounts.

3. This release no longer installs the (unmaintained) Matrix Console web client
   as part of the default installation. It is possible to re-enable it by
   installing it separately and setting the ``web_client_location`` config
   option, but please consider switching to another client.

Upgrading to v0.33.7
====================

This release removes the example email notification templates from
``res/templates`` (they are now internal to the python package). This should
only affect you if you (a) deploy your Synapse instance from a git checkout or
a github snapshot URL, and (b) have email notifications enabled.

If you have email notifications enabled, you should ensure that
``email.template_dir`` is either configured to point at a directory where you
have installed customised templates, or leave it unset to use the default
templates.

Upgrading to v0.27.3
====================

This release expands the anonymous usage stats sent if the opt-in
``report_stats`` configuration is set to ``true``. We now capture RSS memory
and cpu use at a very coarse level. This requires administrators to install
the optional ``psutil`` python module.

We would appreciate it if you could assist by ensuring this module is available
and ``report_stats`` is enabled. This will let us see if performance changes to
synapse are having an impact to the general community.

Upgrading to v0.15.0
====================

If you want to use the new URL previewing API (/_matrix/media/r0/preview_url)
then you have to explicitly enable it in the config and update your dependencies
dependencies.  See README.rst for details.


Upgrading to v0.11.0
====================

This release includes the option to send anonymous usage stats to matrix.org,
and requires that administrators explictly opt in or out by setting the
``report_stats`` option to either ``true`` or ``false``.

We would really appreciate it if you could help our project out by reporting
anonymized usage statistics from your homeserver. Only very basic aggregate
data (e.g. number of users) will be reported, but it helps us to track the
growth of the Matrix community, and helps us to make Matrix a success, as well
as to convince other networks that they should peer with us.


Upgrading to v0.9.0
===================

Application services have had a breaking API change in this version.

They can no longer register themselves with a home server using the AS HTTP API. This
decision was made because a compromised application service with free reign to register
any regex in effect grants full read/write access to the home server if a regex of ``.*``
is used. An attack where a compromised AS re-registers itself with ``.*`` was deemed too
big of a security risk to ignore, and so the ability to register with the HS remotely has
been removed.

It has been replaced by specifying a list of application service registrations in
``homeserver.yaml``::

  app_service_config_files: ["registration-01.yaml", "registration-02.yaml"]

Where ``registration-01.yaml`` looks like::

  url: <String>  # e.g. "https://my.application.service.com"
  as_token: <String>
  hs_token: <String>
  sender_localpart: <String>  # This is a new field which denotes the user_id localpart when using the AS token
  namespaces:
    users:
      - exclusive: <Boolean>
        regex: <String>  # e.g. "@prefix_.*"
    aliases:
      - exclusive: <Boolean>
        regex: <String>
    rooms:
      - exclusive: <Boolean>
        regex: <String>

Upgrading to v0.8.0
===================

Servers which use captchas will need to add their public key to::

  static/client/register/register_config.js

    window.matrixRegistrationConfig = {
        recaptcha_public_key: "YOUR_PUBLIC_KEY"
    };

This is required in order to support registration fallback (typically used on
mobile devices).


Upgrading to v0.7.0
===================

New dependencies are:

- pydenticon
- simplejson
- syutil
- matrix-angular-sdk

To pull in these dependencies in a virtual env, run::

    python synapse/python_dependencies.py | xargs -n 1 pip install

Upgrading to v0.6.0
===================

To pull in new dependencies, run::

    python setup.py develop --user

This update includes a change to the database schema. To upgrade you first need
to upgrade the database by running::

    python scripts/upgrade_db_to_v0.6.0.py <db> <server_name> <signing_key>

Where `<db>` is the location of the database, `<server_name>` is the
server name as specified in the synapse configuration, and `<signing_key>` is
the location of the signing key as specified in the synapse configuration.

This may take some time to complete. Failures of signatures and content hashes
can safely be ignored.


Upgrading to v0.5.1
===================

Depending on precisely when you installed v0.5.0 you may have ended up with
a stale release of the reference matrix webclient installed as a python module.
To uninstall it and ensure you are depending on the latest module, please run::

    $ pip uninstall syweb

Upgrading to v0.5.0
===================

The webclient has been split out into a seperate repository/pacakage in this
release. Before you restart your homeserver you will need to pull in the
webclient package by running::

  python setup.py develop --user

This release completely changes the database schema and so requires upgrading
it before starting the new version of the homeserver.

The script "database-prepare-for-0.5.0.sh" should be used to upgrade the
database. This will save all user information, such as logins and profiles,
but will otherwise purge the database. This includes messages, which
rooms the home server was a member of and room alias mappings.

If you would like to keep your history, please take a copy of your database
file and ask for help in #matrix:matrix.org. The upgrade process is,
unfortunately, non trivial and requires human intervention to resolve any
resulting conflicts during the upgrade process.

Before running the command the homeserver should be first completely
shutdown. To run it, simply specify the location of the database, e.g.:

  ./scripts/database-prepare-for-0.5.0.sh "homeserver.db"

Once this has successfully completed it will be safe to restart the
homeserver. You may notice that the homeserver takes a few seconds longer to
restart than usual as it reinitializes the database.

On startup of the new version, users can either rejoin remote rooms using room
aliases or by being reinvited. Alternatively, if any other homeserver sends a
message to a room that the homeserver was previously in the local HS will
automatically rejoin the room.

Upgrading to v0.4.0
===================

This release needs an updated syutil version. Run::

    python setup.py develop

You will also need to upgrade your configuration as the signing key format has
changed. Run::

    python -m synapse.app.homeserver --config-path <CONFIG> --generate-config


Upgrading to v0.3.0
===================

This registration API now closely matches the login API. This introduces a bit
more backwards and forwards between the HS and the client, but this improves
the overall flexibility of the API. You can now GET on /register to retrieve a list
of valid registration flows. Upon choosing one, they are submitted in the same
way as login, e.g::

  {
    type: m.login.password,
    user: foo,
    password: bar
  }

The default HS supports 2 flows, with and without Identity Server email
authentication. Enabling captcha on the HS will add in an extra step to all
flows: ``m.login.recaptcha`` which must be completed before you can transition
to the next stage. There is a new login type: ``m.login.email.identity`` which
contains the ``threepidCreds`` key which were previously sent in the original
register request. For more information on this, see the specification.

Web Client
----------

The VoIP specification has changed between v0.2.0 and v0.3.0. Users should
refresh any browser tabs to get the latest web client code. Users on
v0.2.0 of the web client will not be able to call those on v0.3.0 and
vice versa.


Upgrading to v0.2.0
===================

The home server now requires setting up of SSL config before it can run. To
automatically generate default config use::

    $ python synapse/app/homeserver.py \
        --server-name machine.my.domain.name \
        --bind-port 8448 \
        --config-path homeserver.config \
        --generate-config

This config can be edited if desired, for example to specify a different SSL
certificate to use. Once done you can run the home server using::

    $ python synapse/app/homeserver.py --config-path homeserver.config

See the README.rst for more information.

Also note that some config options have been renamed, including:

- "host" to "server-name"
- "database" to "database-path"
- "port" to "bind-port" and "unsecure-port"


Upgrading to v0.0.1
===================

This release completely changes the database schema and so requires upgrading
it before starting the new version of the homeserver.

The script "database-prepare-for-0.0.1.sh" should be used to upgrade the
database. This will save all user information, such as logins and profiles,
but will otherwise purge the database. This includes messages, which
rooms the home server was a member of and room alias mappings.

Before running the command the homeserver should be first completely
shutdown. To run it, simply specify the location of the database, e.g.:

  ./scripts/database-prepare-for-0.0.1.sh "homeserver.db"

Once this has successfully completed it will be safe to restart the
homeserver. You may notice that the homeserver takes a few seconds longer to
restart than usual as it reinitializes the database.

On startup of the new version, users can either rejoin remote rooms using room
aliases or by being reinvited. Alternatively, if any other homeserver sends a
message to a room that the homeserver was previously in the local HS will
automatically rejoin the room.