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143 lines
7.4 KiB
Markdown
143 lines
7.4 KiB
Markdown
# Setting up ma1sd Identity Server (optional)
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The playbook can configure the [ma1sd](https://github.com/ma1uta/ma1sd) Identity Server for you.
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ma1sd, being an Identity Server, is not strictly needed. It is only used for 3PIDs (3rd party identifiers like E-mail and phone numbers) and some [enhanced features](https://github.com/ma1uta/ma1sd/#features).
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This server is private by default, potentially at the expense of user discoverability.
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*ma1sd is a fork of [mxisd](https://github.com/kamax-io/mxisd) which was pronounced end of life 2019-06-21.*
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**Note**: enabling ma1sd, means that the `openid` API endpoints will be exposed on the Matrix Federation port (usually `8448`), even if [federation](configuring-playbook-federation.md) is disabled. It's something to be aware of, especially in terms of firewall whitelisting (make sure port `8448` is accessible).
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## Adjusting the playbook configuration
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To enable ma1sd, add the following configuration to your `inventory/host_vars/matrix.example.com/vars.yml` file:
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```yaml
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matrix_ma1sd_enabled: true
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```
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### Matrix.org lookup forwarding
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To ensure maximum discovery, you can make your identity server also forward lookups to the central matrix.org Identity server (at the cost of potentially leaking all your contacts information).
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Enabling this is discouraged and you'd better [learn more](https://github.com/ma1uta/ma1sd/blob/master/docs/features/identity.md#lookups) before proceeding.
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Enabling matrix.org forwarding can happen with the following configuration:
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```yaml
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matrix_ma1sd_matrixorg_forwarding_enabled: true
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```
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### Customizing email templates
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If you'd like to change the default email templates used by ma1sd, take a look at the `matrix_ma1sd_threepid_medium_email_custom_` variables (in the `roles/custom/matrix-ma1sd/defaults/main.yml` file.
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## Adjusting DNS records
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To make the ma1sd Identity Server enable its federation features, set up an SRV record that looks like this:
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- Name: `_matrix-identity._tcp` (use this text as-is)
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- Content: `10 0 443 matrix.example.com` (replace `example.com` with your own)
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See [ma1sd's documentation](https://github.com/ma1uta/ma1sd/wiki/mxisd-and-your-privacy#choices-are-never-easy) for information on the privacy implications of setting up this SRV record.
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**Note**: This `_matrix-identity._tcp` SRV record for the identity server is different from the `_matrix._tcp` that can be used for Synapse delegation. See [howto-server-delegation.md](howto-server-delegation.md) for more information about delegation.
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## Installing
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After configuring the playbook, run the [installation](installing.md) command: `just install-all` or `just setup-all`
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## ma1sd-controlled Registration
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To use the [Registration](https://github.com/ma1uta/ma1sd/blob/master/docs/features/registration.md) feature of ma1sd, you can make use of the following variables:
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- `matrix_synapse_enable_registration` - to enable user-initiated registration in Synapse
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- `matrix_synapse_enable_registration_captcha` - to validate registering users using reCAPTCHA, as described in the [enabling reCAPTCHA](configuring-captcha.md) documentation.
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- `matrix_synapse_registrations_require_3pid` - a list of 3pid types (among `'email'`, `'msisdn'`) required by the Synapse server for registering
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- variables prefixed with `matrix_ma1sd_container_labels_` (e.g. `matrix_ma1sd_container_labels_matrix_client_3pid_registration_enabled`) - to configure the Traefik reverse-proxy to capture and send registration requests to ma1sd (instead of Synapse), so it can apply its additional functionality
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- `matrix_ma1sd_configuration_extension_yaml` - to configure ma1sd as required. See the [Registration feature's docs](https://github.com/ma1uta/ma1sd/blob/master/docs/features/registration.md) for inspiration. Also see the [Additional features](#additional-features) section below to learn more about how to use `matrix_ma1sd_configuration_extension_yaml`.
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**Note**: For this to work, either the homeserver needs to [federate](configuring-playbook-federation.md) or the `openid` APIs need to exposed on the federation port. When federation is disabled and ma1sd is enabled, we automatically expose the `openid` APIs (only!) on the federation port. Make sure the federation port (usually `https://matrix.example.com:8448`) is whitelisted in your firewall (even if you don't actually use/need federation).
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## Authentication
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[Authentication](https://github.com/ma1uta/ma1sd/blob/master/docs/features/authentication.md) provides the possibility to use your own [Identity Stores](https://github.com/ma1uta/ma1sd/blob/master/docs/stores/README.md) (for example LDAP) to authenticate users on your Homeserver. The following configuration can be used to authenticate against an LDAP server:
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```yaml
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matrix_synapse_ext_password_provider_rest_auth_enabled: true
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# matrix-ma1sd is the hostname of the ma1sd Docker container
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matrix_synapse_ext_password_provider_rest_auth_endpoint: "http://matrix-ma1sd:8090"
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matrix_ma1sd_configuration_extension_yaml: |
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ldap:
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enabled: true
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connection:
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host: ldapHostnameOrIp
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tls: false
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port: 389
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baseDNs: ['OU=Users,DC=example,DC=org']
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bindDn: CN=My ma1sd User,OU=Users,DC=example,DC=org
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bindPassword: TheUserPassword
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```
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## Additional features
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What this playbook configures for your is some bare minimum Identity Server functionality, so that you won't need to rely on external 3rd party services.
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A few variables can be toggled in this playbook to alter the ma1sd configuration that gets generated.
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Still, ma1sd can do much more. You can refer to the [ma1sd website](https://github.com/ma1uta/ma1sd) for more details and configuration options.
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To use a more custom configuration, you can define a `matrix_ma1sd_configuration_extension_yaml` string variable and put your configuration in it. To learn more about how to do this, refer to the information about `matrix_ma1sd_configuration_extension_yaml` in the [default variables file](../roles/custom/matrix-ma1sd/defaults/main.yml) of the ma1sd component.
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## Example: SMS verification
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If your use case requires mobile verification, it is quite simple to integrate ma1sd with [Twilio](https://www.twilio.com/), an online telephony services gateway. Their prices are reasonable for low-volume projects and integration can be done with the following configuration:
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```yaml
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matrix_ma1sd_configuration_extension_yaml: |
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threepid:
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medium:
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msisdn:
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connectors:
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twilio:
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account_sid: '<secret-SID>'
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auth_token: '<secret-token>'
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number: '+<msisdn-number>'
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```
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## Example: Open Registration for every Domain
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If you want to open registration for any domain, you have to setup the allowed domains with ma1sd's `blacklist` and `whitelist`. The default behavior when neither the `blacklist`, nor the `whitelist` match, is to allow registration. Beware: you can't block toplevel domains (aka `.xy`) because the internal architecture of ma1sd doesn't allow that.
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```yaml
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matrix_ma1sd_configuration_extension_yaml: |
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register:
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policy:
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allowed: true
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threepid:
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email:
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domain:
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blacklist: ~
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whitelist: ~
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```
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## Troubleshooting
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If email address validation emails sent by ma1sd are not reaching you, you should look into [Adjusting email-sending settings](configuring-playbook-email.md).
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If you'd like additional logging information, temporarily enable verbose logging for ma1sd.
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Example configuration (`inventory/host_vars/matrix.example.com/vars.yml`):
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```yaml
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matrix_ma1sd_verbose_logging: true
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```
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