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17 Commits

Author SHA1 Message Date
Slavi Pantaleev
509542ccaf Enable QR code login (MSC4108) support for Synapse when Matrix Authentication Service is enabled
Related to 8a6b822bbd80ca3cdb25b0cd29bf369b6b0ce2e1

Related to https://github.com/matrix-org/matrix-spec-proposals/pull/4108

Potential (unconfirmed) fix for https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/3749
2024-11-09 21:19:40 +02:00
Slavi Pantaleev
3a11881120 Mention publicly hosted services for Cinny, Element and synapse-admin 2024-11-09 21:18:39 +02:00
Slavi Pantaleev
92086867eb
Merge pull request #3761 from luixxiul/fix
Update docs/installing.md
2024-11-09 21:06:47 +02:00
Suguru Hirahara
61f7f8ff50
Update docs/installing.md
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
2024-11-09 17:35:52 +09:00
Suguru Hirahara
60dca4dd46
Update docs/installing.md
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
2024-11-09 17:33:27 +09:00
Suguru Hirahara
6d1b4781c9
Update docs/installing.md: remove the link to itself
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 14:08:27 +09:00
Suguru Hirahara
58603d79bc
Update docs/installing.md: replace the just recipe with the ansible-playbook command
The concept of the just recipe is explained at the bottom of the page, therefore it should be safe to avoid using it here and prefer the ansible-playbook command like above.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 13:53:52 +09:00
Suguru Hirahara
5a85bec895
Update docs/installing.md: move example.com base domain
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 12:12:43 +09:00
Suguru Hirahara
50d1a8558e
Update docs/installing.md: edit the heading "Install Matrix"
Matrix is a name of the protocol and it does not really make sense to install it.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:54:47 +09:00
Suguru Hirahara
f8b44a8eca
Update docs/installing.md: mention just's "recipe"
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:29:09 +09:00
Suguru Hirahara
e6b4ffdd93
Update docs/installing.md: add note about making sure of proper installation of required software
Until recently there have been a lot of questions about installing, which could have been avoided if required software such as compatible version of Ansible was installed. This note should encourage those who experience basic error to troubleshoot before giving up.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:29:03 +09:00
Suguru Hirahara
5e23dee4bb
Update docs/installing.md: add missing periods
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:57 +09:00
Suguru Hirahara
5dccd4e106
Update docs/installing.md: create "Update Ansible roles" section
Also: mention running "just" role on maintainance

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:51 +09:00
Suguru Hirahara
ea48e5e9eb
Create docs/playbook-tags.md: move explanation about playbook tags
The playbook tags are not limited to installation, and the explanation's detail makes the section worth being split to a dedicated individual page.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:45 +09:00
Suguru Hirahara
66a812d99c
Update docs/installing.md: remove numbering from headers and links to the headers
Remove nagivations for simplicity.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:39 +09:00
Suguru Hirahara
578b6b7ab7
Update docs/installing.md: move "Maintaining your setup in the future" under "Things to do next"
Maintenance work by running the playbook will be required after finalizing the installation

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:32 +09:00
Suguru Hirahara
e02dd88ed0
Update docs/installing.md: add instruction to serve the base domain
The instruction describes the easiest way of configuring Service Discovery (which is required for federation) should help to understand what basically to be done to finalize the installation.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-11-09 03:28:25 +09:00
10 changed files with 88 additions and 48 deletions

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@ -12,6 +12,8 @@
- [Installing](installing.md)
- [Playbook tags](playbook-tags.md)
- **Importing data from another server installation**
- [Importing an existing SQLite database (from another Synapse installation)](importing-synapse-sqlite.md) (optional)

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@ -2,7 +2,12 @@
This playbook can install the [Cinny](https://github.com/ajbura/cinny) Matrix web client for you.
Cinny is a web client focusing primarily on simple, elegant and secure interface. It can be installed alongside or instead of Element Web.
Cinny is a web client focusing primarily on simple, elegant and secure interface. It can be installed alongside or instead of [Element Web](./configuring-playbook-client-element-web.md).
💡 **Note**: the latest version of Cinny is also available on the web, hosted by 3rd parties. If you trust giving your credentials to the following 3rd party Single Page Applications, you can consider using it from there and avoiding the (small) overhead of self-hosting:
- [app.cinny.in](https://app.cinny.in), hosted by the [Cinny](https://cinny.in/) developers
## Adjusting the playbook configuration

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@ -2,6 +2,11 @@
By default, this playbook installs the [Element Web](https://github.com/element-hq/element-web) Matrix client for you. If that's okay, you can skip this document.
💡 **Note**: the latest version of Element Web is also available on the web, hosted by 3rd parties. If you trust giving your credentials to the following 3rd party Single Page Applications, you can consider using it from there and avoiding the (small) overhead of self-hosting (by [disabling Element Web](#disabling-element-web)):
- [app.element.io](https://app.element.io/), hosted by [Element](https://element.io/)
- [app.etke.cc](https://app.etke.cc/), hosted by [etke.cc](https://etke.cc/)
## Disabling Element Web

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@ -4,7 +4,7 @@ The playbook can install and configure [etkecc/synapse-admin](https://github.com
synapse-admin is a web UI tool you can use to **administrate users, rooms, media, etc. on your Matrix server**. It's designed to work with the Synapse homeserver implementation and WON'T work with Dendrite because [Dendrite Admin API](https://matrix-org.github.io/dendrite/administration/adminapi) differs from [Synapse Admin API](https://element-hq.github.io/synapse/latest/usage/administration/admin_api/).
See the project's [documentation](https://github.com/etkecc/synapse-admin) to learn what it does and why it might be useful to you.
💡 **Note**: the latest version of synapse-admin is hosted by [etke.cc](https://etke.cc/) at [admin.etke.cc](https://admin.etke.cc/). If you only need this service occasionally and trust giving your admin credentials to a 3rd party Single Page Application, you can consider using it from there and avoiding the (small) overhead of self-hosting.
## Adjusting the playbook configuration

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@ -4,45 +4,26 @@
If you've [configured your DNS](configuring-dns.md) and have [configured the playbook](configuring-playbook.md), you can start the installation procedure.
**Before installing** and each time you update the playbook in the future, you will need to update the Ansible roles in this playbook by running `just roles`. `just roles` is a shortcut (a `roles` target defined in [`justfile`](../justfile) and executed by the [`just`](https://github.com/casey/just) utility) which ultimately runs [agru](https://github.com/etkecc/agru) or [ansible-galaxy](https://docs.ansible.com/ansible/latest/cli/ansible-galaxy.html) (depending on what is available in your system) to download Ansible roles. If you don't have `just`, you can also manually run the `roles` commands seen in the `justfile`.
## Update Ansible roles
Before installing, you need to update the Ansible roles in this playbook by running `just roles`.
`just roles` is a shortcut (a `roles` target defined in [`justfile`](../justfile) and executed by the [`just`](https://github.com/casey/just) utility) which ultimately runs [agru](https://github.com/etkecc/agru) or [ansible-galaxy](https://docs.ansible.com/ansible/latest/cli/ansible-galaxy.html) (depending on what is available in your system) to download Ansible roles. If you don't have `just`, you can also manually run the `roles` commands seen in the `justfile`.
There's another shortcut (`just update`) which updates the playbook (`git pull`) and updates roles (`just roles`) at the same time.
## Playbook tags introduction
## Install Matrix server and services
The Ansible playbook's tasks are tagged, so that certain parts of the Ansible playbook can be run without running all other tasks.
The general command syntax is: `ansible-playbook -i inventory/hosts setup.yml --tags=COMMA_SEPARATED_TAGS_GO_HERE`
The general command syntax for installation (and also maintenance) is: `ansible-playbook -i inventory/hosts setup.yml --tags=COMMA_SEPARATED_TAGS_GO_HERE`. It is recommended to get yourself familiar with the [playbook tags](playbook-tags.md) before proceeding.
Here are some playbook tags that you should be familiar with:
If you **don't** use SSH keys for authentication, but rather a regular password, you may need to add `--ask-pass` to the all Ansible commands.
- `setup-all` - runs all setup tasks (installation and uninstallation) for all components, but does not start/restart services
- `install-all` - like `setup-all`, but skips uninstallation tasks. Useful for maintaining your setup quickly when its components remain unchanged. If you adjust your `vars.yml` to remove components, you'd need to run `setup-all` though, or these components will still remain installed
- `setup-SERVICE` (e.g. `setup-postmoogle`) - runs the setup tasks only for a given role, but does not start/restart services. You can discover these additional tags in each role (`roles/**/tasks/main.yml`). Running per-component setup tasks is **not recommended**, as components sometimes depend on each other and running just the setup tasks for a given component may not be enough. For example, setting up the [mautrix-telegram bridge](configuring-playbook-bridge-mautrix-telegram.md), in addition to the `setup-mautrix-telegram` tag, requires database changes (the `setup-postgres` tag) as well as reverse-proxy changes (the `setup-nginx-proxy` tag).
- `install-SERVICE` (e.g. `install-postmoogle`) - like `setup-SERVICE`, but skips uninstallation tasks. See `install-all` above for additional information.
- `start` - starts all systemd services and makes them start automatically in the future
- `stop` - stops all systemd services
- `ensure-matrix-users-created` - a special tag which ensures that all special users needed by the playbook (for bots, etc.) are created
`setup-*` tags and `install-*` tags **do not start services** automatically, because you may wish to do things before starting services, such as importing a database dump, restoring data from another server, etc.
## 1. Installing Matrix
If you **don't** use SSH keys for authentication, but rather a regular password, you may need to add `--ask-pass` to the all Ansible commands
If you **do** use SSH keys for authentication, **and** use a non-root user to *become* root (sudo), you may need to add `-K` (`--ask-become-pass`) to all Ansible commands
If you **do** use SSH keys for authentication, **and** use a non-root user to *become* root (sudo), you may need to add `-K` (`--ask-become-pass`) to all Ansible commands.
There 2 ways to start the installation process - depending on whether you're [Installing a brand new server (without importing data)](#installing-a-brand-new-server-without-importing-data) or [Installing a server into which you'll import old data](#installing-a-server-into-which-youll-import-old-data).
### Installing a brand new server (without importing data)
If this is **a brand new** Matrix server and you **won't be importing old data into it**, run all these tags:
@ -53,8 +34,7 @@ ansible-playbook -i inventory/hosts setup.yml --tags=install-all,ensure-matrix-u
This will do a full installation and start all Matrix services.
Proceed to [Maintaining your setup in the future](#2-maintaining-your-setup-in-the-future) and [Finalize the installation](#3-finalize-the-installation)
**Note**: if the command does not work as expected, make sure that you have properly installed and configured software required to run the playbook, as described on [Prerequisites](prerequisites.md).
### Installing a server into which you'll import old data
@ -81,29 +61,32 @@ You can now:
.. and then proceed to starting all services:
```sh
ansible-playbook -i inventory/hosts setup.yml --tags=start
ansible-playbook -i inventory/hosts setup.yml --tags=ensure-matrix-users-created,start
```
Proceed to [Maintaining your setup in the future](#2-maintaining-your-setup-in-the-future) and [Finalize the installation](#3-finalize-the-installation)
## 2. Maintaining your setup in the future
Feel free to **re-run the setup command any time** you think something is off with the server configuration. Ansible will take your configuration and update your server to match.
Note that if you remove components from `vars.yml`, or if we switch some component from being installed by default to not being installed by default anymore, you'd need to run the setup command with `--tags=setup-all` instead of `--tags=install-all`. See [Playbook tags introduction](#playbook-tags-introduction)
A way to invoke these `ansible-playbook` commands with less typing in the future is to use [just](https://github.com/casey/just) to run them: `just install-all` or `just setup-all`. See [our `justfile`](../justfile) for more information.
## 3. Finalize the installation
## Finalize the installation
Now that services are running, you need to **finalize the installation process** (required for federation to work!) by [Configuring Service Discovery via .well-known](configuring-well-known.md).
If you need the base domain (`example.com`) for anything else such as hosting a website, you have to configure it manually, following the procedure described on the linked documentation.
## 4. Things to do next
However, if you do not need the base domain for anything else, the easiest way of configuring it is to [serve the base domain](configuring-playbook-base-domain-serving.md) from the integrated web server. It will enable you to use a Matrix user identifier like `@<username>:example.com` while hosting services on a subdomain like `matrix.example.com`.
After you have started the services and **finalized the installation process** (required for federation to work!) by [Configuring Service Discovery via .well-known](configuring-well-known.md), you can:
To configure Service Discovery in this way, add the following configuration to your `inventory/host_vars/matrix.example.com/vars.yml` file:
```yaml
matrix_static_files_container_labels_base_domain_enabled: true
```
After configuring the playbook, run the installation command:
```sh
ansible-playbook -i inventory/hosts setup.yml --tags=install-all,start
```
## Things to do next
After finilizing the installation, you can:
- [check if services work](maintenance-checking-services.md)
- or [create your first Matrix user account](registering-users.md)
@ -114,3 +97,11 @@ After you have started the services and **finalized the installation process** (
* via the *Explore rooms* feature in Element Web or some other clients, or by discovering them using this [matrix-static list](https://view.matrix.org). **Note**: joining large rooms may overload small servers.
* or come say Hi in our support room - [#matrix-docker-ansible-deploy:devture.com](https://matrix.to/#/#matrix-docker-ansible-deploy:devture.com). You might learn something or get to help someone else new to Matrix hosting.
- or help make this playbook better by contributing (code, documentation, or [coffee/beer](https://liberapay.com/s.pantaleev/donate))
### Maintaining your setup in the future
Feel free to **re-run the setup command any time** you think something is off with the server configuration. Ansible will take your configuration and update your server to match. To update the playbook and the Ansible roles in the playbook, simply run `just roles`.
Note that if you remove components from `vars.yml`, or if we switch some component from being installed by default to not being installed by default anymore, you'd need to run the setup command with `--tags=setup-all` instead of `--tags=install-all`. See [this page on the playbook tags](playbook-tags.md) for more information.
A way to invoke these `ansible-playbook` commands with less typing in the future is to use [just](https://github.com/casey/just) to run the "recipe": `just install-all` or `just setup-all`. See [our `justfile`](../justfile) for more information.

23
docs/playbook-tags.md Normal file
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@ -0,0 +1,23 @@
# Playbook tags
The Ansible playbook's tasks are tagged, so that certain parts of the Ansible playbook can be run without running all other tasks.
The general command syntax is: `ansible-playbook -i inventory/hosts setup.yml --tags=COMMA_SEPARATED_TAGS_GO_HERE`
Here are some playbook tags that you should be familiar with:
- `setup-all` - runs all setup tasks (installation and uninstallation) for all components, but does not start/restart services
- `install-all` - like `setup-all`, but skips uninstallation tasks. Useful for maintaining your setup quickly when its components remain unchanged. If you adjust your `vars.yml` to remove components, you'd need to run `setup-all` though, or these components will still remain installed
- `setup-SERVICE` (e.g. `setup-postmoogle`) - runs the setup tasks only for a given role, but does not start/restart services. You can discover these additional tags in each role (`roles/**/tasks/main.yml`). Running per-component setup tasks is **not recommended**, as components sometimes depend on each other and running just the setup tasks for a given component may not be enough. For example, setting up the [mautrix-telegram bridge](configuring-playbook-bridge-mautrix-telegram.md), in addition to the `setup-mautrix-telegram` tag, requires database changes (the `setup-postgres` tag) as well as reverse-proxy changes (the `setup-nginx-proxy` tag).
- `install-SERVICE` (e.g. `install-postmoogle`) - like `setup-SERVICE`, but skips uninstallation tasks. See `install-all` above for additional information.
- `start` - starts all systemd services and makes them start automatically in the future
- `stop` - stops all systemd services
- `ensure-matrix-users-created` - a special tag which ensures that all special users needed by the playbook (for bots, etc.) are created
`setup-*` tags and `install-*` tags **do not start services** automatically, because you may wish to do things before starting services, such as importing a database dump, restoring data from another server, etc.

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@ -4769,6 +4769,8 @@ matrix_synapse_experimental_features_msc3861_client_secret: "{{ '%s' | format(ma
matrix_synapse_experimental_features_msc3861_admin_token: "{{ matrix_authentication_service_config_matrix_secret if matrix_authentication_service_enabled else '' }}"
matrix_synapse_experimental_features_msc3861_account_management_url: "{{ matrix_authentication_service_account_management_url if matrix_authentication_service_enabled else '' }}"
matrix_synapse_experimental_features_msc4108_enabled: "{{ matrix_authentication_service_enabled and not matrix_authentication_service_migration_in_progress }}"
# Disable password authentication when delegating authentication to Matrix Authentication Service.
# Unless this is done, Synapse fails on startup with:
# > Error in configuration at 'password_config.enabled':

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@ -1180,6 +1180,10 @@ matrix_synapse_experimental_features_msc3861_admin_token: ''
# URL to advertise to clients where users can self-manage their account.
matrix_synapse_experimental_features_msc3861_account_management_url: ''
# Controls whether to enable the "QR code login" experimental feature.
# Enabling this requires that MSC3861 (see `matrix_synapse_experimental_features_msc3861_enabled`) is also enabled.
matrix_synapse_experimental_features_msc4108_enabled: false
################################################################################
#
# /Next-generation auth for Matrix, based on OAuth 2.0/OIDC

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@ -154,3 +154,8 @@
ansible.builtin.fail:
msg: "When Synapse is delegating authentication to Matrix Authentication Service, it doesn't make sense to enable the password config (`matrix_synapse_password_config_enabled: true`), because it is not Synapse that is handling authentication. Please remove your `matrix_synapse_password_config_enabled: true` setting before enabling Matrix Authentication Service integration for Synapse. Synapse will refuse to start otherwise."
when: matrix_synapse_experimental_features_msc3861_enabled and matrix_synapse_password_config_enabled
- name: Fail if QR code login (MSC4108) is enabled while Next-Gen Auth (MSC3861) is not
ansible.builtin.fail:
msg: "When Synapse QR code login is enabled (MSC4108 via `matrix_synapse_experimental_features_msc4108_enabled`), Next-Gen auth (MSC3861 via `matrix_synapse_experimental_features_msc3861_enabled`) must also be enabled."
when: matrix_synapse_experimental_features_msc4108_enabled and not matrix_synapse_experimental_features_msc3861_enabled

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@ -2987,5 +2987,8 @@ experimental_features:
admin_token: {{ matrix_synapse_experimental_features_msc3861_admin_token | to_json }}
account_management_url: {{ matrix_synapse_experimental_features_msc3861_account_management_url | to_json }}
{% endif %}
{% if matrix_synapse_experimental_features_msc4108_enabled %}
msc4108_enabled: true
{% endif %}
# vim:ft=yaml