Merge tag 'v1.38.0rc2' into develop

Synapse 1.38.0rc2 (2021-07-09)
==============================

Bugfixes
--------

- Fix bug where inbound federation in a room could be delayed due to not correctly dropping a lock. Introduced in v1.37.1. ([\#10336](https://github.com/matrix-org/synapse/issues/10336))

Improved Documentation
----------------------

- Update links to documentation in the sample config. Contributed by @dklimpel. ([\#10287](https://github.com/matrix-org/synapse/issues/10287))
- Fix broken links in [INSTALL.md](INSTALL.md). Contributed by @dklimpel. ([\#10331](https://github.com/matrix-org/synapse/issues/10331))

1 files changed, 4 insertions, 590 deletions

diff --git a/INSTALL.md b/INSTALL.md
index b0697052c1..f199b233b9 100644
--- a/INSTALL.md
+++ b/INSTALL.md
@@ -1,593 +1,7 @@
 # Installation Instructions
 
-There are 3 steps to follow under **Installation Instructions**.
+This document has moved to the
+[Synapse documentation website](https://matrix-org.github.io/synapse/latest/setup/installation.html).
+Please update your links.
 
-- [Installation Instructions](#installation-instructions)
-  - [Choosing your server name](#choosing-your-server-name)
-  - [Installing Synapse](#installing-synapse)
-    - [Installing from source](#installing-from-source)
-      - [Platform-specific prerequisites](#platform-specific-prerequisites)
-        - [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.
-
-The server name determines the "domain" part of user-ids for users on your
-server: these will all be of the format `@user:my.domain.name`. It also
-determines how other matrix servers will reach yours for federation.
-
-For a test configuration, set this to the hostname of your server. For a more
-production-ready setup, you will probably want to specify your domain
-(`example.com`) rather than a matrix-specific hostname here (in the same way
-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).
-
-## Installing Synapse
-
-### Installing from source
-
-(Prebuilt packages are available for some platforms - see [Prebuilt packages](#prebuilt-packages).)
-
-When installing from source please make sure that the [Platform-specific prerequisites](#platform-specific-prerequisites) are already installed.
-
-System requirements:
-
-- POSIX-compliant system (tested on Linux & OS X)
-- Python 3.5.2 or later, up to Python 3.9.
-- At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org
-
-
-To install the Synapse homeserver run:
-
-```sh
-mkdir -p ~/synapse
-virtualenv -p python3 ~/synapse/env
-source ~/synapse/env/bin/activate
-pip install --upgrade pip
-pip install --upgrade setuptools
-pip install matrix-synapse
-```
-
-This will download Synapse from [PyPI](https://pypi.org/project/matrix-synapse)
-and install it, along with the python libraries it uses, into a virtual environment
-under `~/synapse/env`.  Feel free to pick a different directory if you
-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
-```
-
-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 \
-    --config-path homeserver.yaml \
-    --generate-config \
-    --report-stats=[yes|no]
-```
-
-... substituting an appropriate value for `--server-name`.
-
-This command will generate you a config file that you can then customise, but it will
-also generate a set of keys for you. These keys will allow your homeserver to
-identify itself to other homeserver, so don't lose or delete them. It would be
-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).
-
-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 prerequisites
-
-Synapse is written in Python but some of the libraries it uses are written in
-C. So before we can install Synapse itself we need a working C compiler and the
-header files for Python C extensions.
-
-##### Debian/Ubuntu/Raspbian
-
-Installing prerequisites on Ubuntu or Debian:
-
-```sh
-sudo apt install build-essential python3-dev libffi-dev \
-                     python3-pip python3-setuptools sqlite3 \
-                     libssl-dev virtualenv libjpeg-dev libxslt1-dev
-```
-
-##### ArchLinux
-
-Installing prerequisites on ArchLinux:
-
-```sh
-sudo pacman -S base-devel python python-pip \
-               python-setuptools python-virtualenv sqlite3
-```
-
-##### CentOS/Fedora
-
-Installing prerequisites on CentOS or Fedora Linux:
-
-```sh
-sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
-                 libwebp-devel libxml2-devel libxslt-devel libpq-devel \
-                 python3-virtualenv libffi-devel openssl-devel python3-devel
-sudo dnf groupinstall "Development Tools"
-```
-
-##### macOS
-
-Installing prerequisites on macOS:
-
-```sh
-xcode-select --install
-sudo easy_install pip
-sudo pip install virtualenv
-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/opt/openssl/lib"
-export CPPFLAGS="-I/usr/local/opt/openssl/include"
-```
-
-##### 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
-
-A port of Synapse is available under `net/synapse`. The filesystem
-underlying the homeserver directory (defaults to `/var/synapse`) has to be
-mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
-and mounting it to `/var/synapse` should be taken into consideration.
-
-To be able to build Synapse's dependency on python the `WRKOBJDIR`
-(cf. `bsd.port.mk(5)`) for building python, too, needs to be on a filesystem
-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
-
-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>
-for Windows Server.
-
-### Prebuilt packages
-
-As an alternative to installing from source, prebuilt packages are available
-for a number of platforms.
-
-#### Docker images and Ansible playbooks
-
-There is an official synapse image available at
-<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/>
-
-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>
-
-#### Debian/Ubuntu
-
-##### 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
-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" |
-    sudo tee /etc/apt/sources.list.d/matrix-org.list
-sudo apt update
-sudo apt install matrix-synapse-py3
-```
-
-**Note**: if you followed a previous version of these instructions which
-recommended using `apt-key add` to add an old key from
-`https://matrix.org/packages/debian/`, you should note that this key has been
-revoked. You should remove the old key with `sudo apt-key remove
-C35EB17E1EAE708E6603A9B3AD0592FE47F0DF61`, and follow the above instructions to
-update your configuration.
-
-The fingerprint of the repository signing key (as shown by `gpg
-/usr/share/keyrings/matrix-org-archive-keyring.gpg`) is
-`AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058`.
-
-##### 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
-vulnerabilities. You can install the latest version of Synapse from
-[our repository](#matrixorg-packages) or from `buster-backports`. Please
-see the [Debian documentation](https://backports.debian.org/Instructions/)
-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
-
-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
-
-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>
-
-#### OpenSUSE
-
-Synapse is in the OpenSUSE repositories as `matrix-synapse`:
-
-```sh
-sudo zypper install matrix-synapse
-```
-
-#### 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/>
-
-#### 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
-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
-```
-
-If you encounter an error with lib bcrypt causing an Wrong ELF Class:
-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
-
-Synapse can be found in the void repositories as 'synapse':
-
-```sh
-xbps-install -Su
-xbps-install -S synapse
-```
-
-#### 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`
-
-#### 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
-mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
-and mounting it to `/var/synapse` should be taken into consideration.
-
-Installing Synapse:
-
-```sh
-doas pkg_add synapse
-```
-
-#### NixOS
-
-Robin Lambertz has packaged Synapse for NixOS at:
-<https://github.com/NixOS/nixpkgs/blob/master/nixos/modules/services/misc/matrix-synapse.nix>
-
-## Setting up Synapse
-
-Once you have installed synapse as above, you will need to configure it.
-
-### Using PostgreSQL
-
-By default Synapse uses an [SQLite](https://sqlite.org/) database and in doing so trades
-performance for convenience. Almost all installations should opt to use [PostgreSQL](https://www.postgresql.org)
-instead. 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)
-
-SQLite is only acceptable for testing purposes. SQLite should not be used in
-a production server. Synapse will perform poorly when using
-SQLite, especially when participating in large rooms.
-
-### TLS certificates
-
-The default configuration exposes a single HTTP port on the local
-interface: `http://localhost:8008`. It is suitable for local testing,
-but for any practical use, you will need Synapse's APIs to be served
-over HTTPS.
-
-The recommended way to do so is to set up a reverse proxy on port
-`8448`. You can find documentation on doing so in
-[docs/reverse_proxy.md](docs/reverse_proxy.md).
-
-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
-  TLS-enabled listener. (Remove the hash sign (`#`) at the start of
-  each line). The relevant lines are like this:
-
-```yaml
-  - port: 8448
-    type: http
-    tls: true
-    resources:
-      - names: [client, federation]
-  ```
-
-- 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.
-
-  If you are using your own certificate, be sure to use a `.pem` file that
-  includes the full certificate chain including any intermediate certificates
-  (for instance, if using certbot, use `fullchain.pem` as your certificate, not
-  `cert.pem`).
-
-For a more detailed guide to configuring your server for federation, see
-[federate.md](docs/federate.md).
-
-### 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
-which support well-known lookup to automatically configure the homeserver and
-identity server URLs. This is useful so that users don't have to memorize or think
-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>"
-  }
-}
-```
-
-It can optionally contain identity server information as well.
-
-```json
-{
-  "m.homeserver": {
-    "base_url": "https://<matrix.example.com>"
-  },
-  "m.identity_server": {
-    "base_url": "https://<identity.example.com>"
-  }
-}
-```
-
-To work in browser based clients, the file must be served with the appropriate
-Cross-Origin Resource Sharing (CORS) headers. A recommended value would be
-`Access-Control-Allow-Origin: *` which would allow all browser based clients to
-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;
-    add_header Access-Control-Allow-Origin *;
-}
-```
-
-You should also ensure the `public_baseurl` option in `homeserver.yaml` is set
-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
-
-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
-is added to a user's account, and send email notifications to users when they
-receive new messages.
-
-To configure an SMTP server for Synapse, modify the configuration section
-headed `email`, and be sure to have at least the `smtp_host`, `smtp_port`
-and `notif_from` fields filled out.  You may also need to set `smtp_user`,
-`smtp_pass`, and `require_transport_security`.
-
-If email is not configured, password reset, registration and notifications via
-email will be disabled.
-
-### Registering a user
-
-The easiest way to create a new user is to do so from a client like [Element](https://element.io/).
-
-Alternatively, you can do so from the command line. This can be done as follows:
-
- 1. If synapse was installed via pip, activate the virtualenv as follows (if Synapse was
-    installed via a prebuilt package, `register_new_matrix_user` should already be
-    on the search path):
-    ```sh
-    cd ~/synapse
-    source env/bin/activate
-    synctl start # if not already running
-    ```
- 2. Run the following command:
-    ```sh
-    register_new_matrix_user -c homeserver.yaml http://localhost:8008
-    ```
-
-This will prompt you to add details for the new user, and will then connect to
-the running Synapse to create the new user. For example:
-```
-New user localpart: erikj
-Password:
-Confirm password:
-Make admin [no]:
-Success!
-```
-
-This process uses a setting `registration_shared_secret` in
-`homeserver.yaml`, which is shared between Synapse itself and the
-`register_new_matrix_user` script. It doesn't matter what it is (a random
-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
-
-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
-
-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
-and explicitly specify the IP ranges that Synapse is not allowed to spider for
-previewing in the `url_preview_ip_range_blacklist` configuration parameter.
-This is critical from a security perspective to stop arbitrary Matrix users
-spidering 'internal' URLs on your network. At the very least we recommend that
-your loopback and RFC1918 IP addresses are blacklisted.
-
-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
-
-`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
-```
-
-If you have any other problems, feel free to ask in
-[#synapse:matrix.org](https://matrix.to/#/#synapse:matrix.org).
+The markdown source is available in [docs/setup/installation.md](docs/setup/installation.md).