194a3ca461
* Add docs/quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add description about keeping the playbook and services up-to-date
Also: move descriptions about difference between the playbook tags (setup-all and install-all) and about the just "recipe" from installing.md to maintenance-upgrading-services.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Replace <your-username> with YOUR_USERNAME_HERE
This is a common expression and should avoid misunderstanding that `<` and `>` would need to be included
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Replace <your-password> with YOUR_PASSWORD_HERE
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Change the link to 'Quick start' on the breadcrumbs from README.md to quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add a link to quick-start.md on the "Getting started" section
Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add a link to quick-start.md on docs/README.md
Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add note about using "example.com" as an example domain
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Remove backticks from command examples to register a user
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Apply suggestions from code review
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
* Improve notes for instruction to create a user account
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add details about delegation to installing.md and quick-start.md
Some information is omitted on quick-start.md in favor of installing.md to keep the quick start guide simple.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/quick-start.md: add the breadcrumb header
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Edit docs/quick-start.md: run the setup command with install-all by default
Refer docs/maintenance-upgrading-services.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Revert "Update docs/quick-start.md: add the breadcrumb header"
This reverts commit 9a6e1cf14c.
As the quick start guide is standalone.
* Update docs/quick-start.md: add headers inside the install section
These headers should make it perfectly clear that there are two steps to be done to install with the playbook
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update quick-start.md
* Update docs/registering-users.md: notes for manual user registeration
Copy the same notes from quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Reword some things in quick start
* Add alternative to `just roles`
* Update docs/configuring-dns.md: sync with docs/quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/quick-start.md: add a link to docs/registering-users.md for an instruction to add user accounts
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/registering-users.md and docs/updating-users-passwords.md: remove "your" from username and password placeholders
These documentations, unlike docs/installing.md and docs/quick-start.md, describe how to handle users (registering them or changing their passwords), some of whom are yours, while others are not.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/installing.md: add "your" to make it clear that it is "your" account that is going to be created
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/installing.md and docs/quick-start.md: mention "make roles"
This commit adds mentions to "make roles" and a note about the preference of ansible-playbook commands over the just "recipes".
quick-start.md intends to be referred by those who have never used the playbook to set up a server, so it is safer to regard that it is not clear to them what exactly the just "recipes" are made of, ie. it takes some time and experience until someone understands simplicity of them. For beginners, I believe that we should prefer the basics over simplicity, from the educational point of view.
If someone feels tired of using the same command repetitively, then the person will have been already well accustomed to the way how the playbook works and how the server is supposed to be maintained, and the person is "qualified" to use the just "recipes", and should be able to use them with confidence, distinguishing the playbook tags from the "recipes", for example, from "just install-all" and "ansible-playbook -i inventory/hosts setup.yml --tags=install-all". Such level of familiarity and experience should not be expected on the quick start guide.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update instructions to update Ansible roles
Also: move the detailed explanation about "just roles" from installing.md to maintenance-upgrading-services.md
TBD: create a dedicated documentation for the "just" program and the concept of its "recipe" (shortcut of commands)
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Add a note about cases to create multiple accounts/users
Since one of the quick start guide's goals is to set up an own user account, this commit adds the note about creating multiple accounts/users to installing.md and registering-users.md only. It should be fine as registering-users.md is linked from quick-start.md
Also:
- On installing.md and quick-start.md, change instruction from what encourages to select "admin=yes" or "admin=no" to what encourages to use "admin=yes", since your user account will be the sole user on the server, as long as you set up the server by following the documentation
- Remove the link to registering-users.md from quick-start.md as the documentation is already linked above, under the header of the section
- Sync docs/installing.md with other documentation
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Remove a line about setting "admin=yes" to reduce the amount of information
Because quick-start.md is getting longer with much information, it removes the note in favor of the linked registering-users.md documentation. The note is available on installing.md as well, and details about adding user accounts for other people can (and should) be checked on those documentations.
Also, this commit edits lines above these notes to make it clear that your user account will be an administrator of the server.
With this commit, the amount of the information about adding user accounts will be: registering-users.md > installing.md > quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Fix a broken anchor link on docs/installing.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Replace repetitive information about upgrading with an anchor link to docs/maintenance-upgrading-services.md
Because details to update/upgrade the Matrix services is not necessary for quick start and the amount of information should be reduced from the viewpoint of maintainability, this commit removes details to update/upgrade from quick-start.md
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/quick-start.md: add a note about keeping it tidy and simple
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/maintenance-checking-services.md and docs/quick-start.md: add instruction to use federation tester against the base domain
Per Slavi's suggestion.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Update docs/installing.md and docs/quick-start.md: replace commands to finalize the installation
Per Slavi's suggestion.
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
* Clarify install-matrix-static-files to avoid confusion with install-all; Minor consistency improvements
---------
Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
3.4 KiB
Upgrading the Matrix services
This playbook not only installs the various Matrix services for you, but can also upgrade them as new versions are made available.
While this playbook helps you to set up Matrix services and maintain them, it will not automatically run the maintenance task for you. You will need to update the playbook and re-run it manually.
The upstream projects, which this playbook makes use of, occasionally if not often suffer from security vulnerabilities (for example, see here for known ones on Element Web).
Since it is unsafe to keep outdated services running on the server connected to the internet, please consider to update the playbook and re-run it periodically, in order to keep the services up-to-date.
The developers of this playbook strive to maintain the playbook updated, so that you can re-run the playbook to address such vulnerabilities. It is your responsibility to keep your server and the services on it up-to-date.
If you want to be notified when new versions of Synapse are released, you should join the Synapse Homeowners room: #homeowners:matrix.org.
Steps to upgrade the Matrix services
Before updating the playbook and the Ansible roles in the playbook, take a look at the changelog to see if there have been any backward-incompatible changes that you need to take care of.
If it looks good to you, go to the matrix-docker-ansible-deploy directory, then:
-
update your playbook directory and all upstream Ansible roles (defined in the
requirements.ymlfile) using:- either:
just update - or: a combination of
git pullandjust roles(ormake rolesif you havemakeprogram on your computer instead ofjust)
just updateandjust rolesare shortcuts (their targets are defined injustfileand executed by thejustutility) which ultimately run agru or ansible-galaxy (depending on what is available in your system) to download Ansible roles, after upgrading the playbook (in case ofjust update).If you don't have either
justtool ormakeprogram, you can run theansible-galaxytool directly:rm -rf roles/galaxy; ansible-galaxy install -r requirements.yml -p roles/galaxy/ --force - either:
-
re-run the playbook setup and restart all services:
ansible-playbook -i inventory/hosts setup.yml --tags=install-all,start
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 for more information.
A way to invoke these ansible-playbook commands with less typing is to use just to run the "recipe": just install-all or just setup-all. See our justfile for more information. If you don't have just, you can also manually run the commands seen in the justfile.
Note: major version upgrades to the internal PostgreSQL database are not done automatically. To upgrade it, refer to the upgrading PostgreSQL guide.