Convert UPGRADE.rst to markdown (#10166)

This PR:

* Converts UPGRADE.rst to markdown and moves the contents into the `docs/` directory.
* Updates the contents of UPGRADE.rst to point to the website instead.
* Updates links around the codebase that point to UPGRADE.rst.

`pandoc` + some manual editing was used to convert from RST to md.

1 files changed, 3 insertions, 1337 deletions

diff --git a/UPGRADE.rst b/UPGRADE.rst
index ee8b4fa60b..82548ac850 100644
--- a/UPGRADE.rst
+++ b/UPGRADE.rst
@@ -1,1341 +1,7 @@
 Upgrading Synapse
 =================
 
-Before upgrading check if any special steps are required to upgrade from the
-version you currently have installed to the current version of Synapse. The extra
-instructions that may be required are listed later in this document.
+This document has moved to the `Synapse documentation website <https://matrix-org.github.io/synapse/develop/upgrading>`_.
+Please update your links.
 
-* Check that your versions of Python and PostgreSQL are still supported.
-
-  Synapse follows upstream lifecycles for `Python`_ and `PostgreSQL`_, and
-  removes support for versions which are no longer maintained.
-
-  The website https://endoflife.date also offers convenient summaries.
-
-  .. _Python: https://devguide.python.org/devcycle/#end-of-life-branches
-  .. _PostgreSQL: https://www.postgresql.org/support/versioning/
-
-* If Synapse was installed using `prebuilt packages
-  <INSTALL.md#prebuilt-packages>`_, you will need to follow the normal process
-  for upgrading those packages.
-
-* If Synapse was installed from source, then:
-
-  1. Activate the virtualenv before upgrading. For example, if Synapse is
-     installed in a virtualenv in ``~/synapse/env`` then run:
-
-     .. code:: bash
-
-       source ~/synapse/env/bin/activate
-
-  2. If Synapse was installed using pip then upgrade to the latest version by
-     running:
-
-     .. code:: bash
-
-       pip install --upgrade matrix-synapse
-
-     If Synapse was installed using git then upgrade to the latest version by
-     running:
-
-     .. code:: bash
-
-       git pull
-       pip install --upgrade .
-
-  3. Restart Synapse:
-
-     .. code:: bash
-
-       ./synctl restart
-
-To check whether your update was successful, you can check the running server
-version with:
-
-.. code:: bash
-
-    # you may need to replace 'localhost:8008' if synapse is not configured
-    # to listen on port 8008.
-
-    curl http://localhost:8008/_synapse/admin/v1/server_version
-
-Rolling back to older versions
-------------------------------
-
-Rolling back to previous releases can be difficult, due to database schema
-changes between releases. Where we have been able to test the rollback process,
-this will be noted below.
-
-In general, you will need to undo any changes made during the upgrade process,
-for example:
-
-* pip:
-
-  .. code:: bash
-
-     source env/bin/activate
-     # replace `1.3.0` accordingly:
-     pip install matrix-synapse==1.3.0
-
-* Debian:
-
-  .. code:: bash
-
-     # replace `1.3.0` and `stretch` accordingly:
-     wget https://packages.matrix.org/debian/pool/main/m/matrix-synapse-py3/matrix-synapse-py3_1.3.0+stretch1_amd64.deb
-     dpkg -i matrix-synapse-py3_1.3.0+stretch1_amd64.deb
-
-Upgrading to v1.37.0
-====================
-
-Deprecation of the current spam checker interface
--------------------------------------------------
-
-The current spam checker interface is deprecated in favour of a new generic modules system.
-Authors of spam checker modules can refer to `this documentation <https://matrix-org.github.io/synapse/develop/modules.html#porting-an-existing-module-that-uses-the-old-interface>`_
-to update their modules. Synapse administrators can refer to `this documentation <https://matrix-org.github.io/synapse/develop/modules.html#using-modules>`_
-to update their configuration once the modules they are using have been updated.
-
-We plan to remove support for the current spam checker interface in August 2021.
-
-More module interfaces will be ported over to this new generic system in future versions
-of Synapse.
-
-
-Upgrading to v1.34.0
-====================
-
-``room_invite_state_types`` configuration setting
------------------------------------------------
-
-The ``room_invite_state_types`` configuration setting has been deprecated and
-replaced with ``room_prejoin_state``. See the `sample configuration file <https://github.com/matrix-org/synapse/blob/v1.34.0/docs/sample_config.yaml#L1515>`_.
-
-If you have set ``room_invite_state_types`` to the default value you should simply
-remove it from your configuration file. The default value used to be:
-
-.. code:: yaml
-
-   room_invite_state_types:
-      - "m.room.join_rules"
-      - "m.room.canonical_alias"
-      - "m.room.avatar"
-      - "m.room.encryption"
-      - "m.room.name"
-
-If you have customised this value, you should remove ``room_invite_state_types`` and
-configure ``room_prejoin_state`` instead.
-
-
-
-Upgrading to v1.33.0
-====================
-
-Account Validity HTML templates can now display a user's expiration date
-------------------------------------------------------------------------
-
-This may affect you if you have enabled the account validity feature, and have made use of a
-custom HTML template specified by the ``account_validity.template_dir`` or ``account_validity.account_renewed_html_path``
-Synapse config options.
-
-The template can now accept an ``expiration_ts`` variable, which represents the unix timestamp in milliseconds for the
-future date of which their account has been renewed until. See the
-`default template <https://github.com/matrix-org/synapse/blob/release-v1.33.0/synapse/res/templates/account_renewed.html>`_
-for an example of usage.
-
-ALso note that a new HTML template, ``account_previously_renewed.html``, has been added. This is is shown to users
-when they attempt to renew their account with a valid renewal token that has already been used before. The default
-template contents can been found
-`here <https://github.com/matrix-org/synapse/blob/release-v1.33.0/synapse/res/templates/account_previously_renewed.html>`_,
-and can also accept an ``expiration_ts`` variable. This template replaces the error message users would previously see
-upon attempting to use a valid renewal token more than once.
-
-
-Upgrading to v1.32.0
-====================
-
-Regression causing connected Prometheus instances to become overwhelmed
------------------------------------------------------------------------
-
-This release introduces `a regression <https://github.com/matrix-org/synapse/issues/9853>`_
-that can overwhelm connected Prometheus instances. This issue is not present in
-Synapse v1.32.0rc1.
-
-If you have been affected, please downgrade to 1.31.0. You then may need to
-remove excess writeahead logs in order for Prometheus to recover. Instructions
-for doing so are provided
-`here <https://github.com/matrix-org/synapse/pull/9854#issuecomment-823472183>`_.
-
-Dropping support for old Python, Postgres and SQLite versions
--------------------------------------------------------------
-
-In line with our `deprecation policy <https://github.com/matrix-org/synapse/blob/release-v1.32.0/docs/deprecation_policy.md>`_,
-we've dropped support for Python 3.5 and PostgreSQL 9.5, as they are no longer supported upstream.
-
-This release of Synapse requires Python 3.6+ and PostgresSQL 9.6+ or SQLite 3.22+.
-
-Removal of old List Accounts Admin API
---------------------------------------
-
-The deprecated v1 "list accounts" admin API (``GET /_synapse/admin/v1/users/<user_id>``) has been removed in this version.
-
-The `v2 list accounts API <https://github.com/matrix-org/synapse/blob/master/docs/admin_api/user_admin_api.rst#list-accounts>`_
-has been available since Synapse 1.7.0 (2019-12-13), and is accessible under ``GET /_synapse/admin/v2/users``.
-
-The deprecation of the old endpoint was announced with Synapse 1.28.0 (released on 2021-02-25).
-
-Application Services must use type ``m.login.application_service`` when registering users
------------------------------------------------------------------------------------------
-
-In compliance with the
-`Application Service spec <https://matrix.org/docs/spec/application_service/r0.1.2#server-admin-style-permissions>`_,
-Application Services are now required to use the ``m.login.application_service`` type when registering users via the
-``/_matrix/client/r0/register`` endpoint. This behaviour was deprecated in Synapse v1.30.0.
-
-Please ensure your Application Services are up to date.
-
-Upgrading to v1.29.0
-====================
-
-Requirement for X-Forwarded-Proto header
-----------------------------------------
-
-When using Synapse with a reverse proxy (in particular, when using the
-`x_forwarded` option on an HTTP listener), Synapse now expects to receive an
-`X-Forwarded-Proto` header on incoming HTTP requests. If it is not set, Synapse
-will log a warning on each received request.
-
-To avoid the warning, administrators using a reverse proxy should ensure that
-the reverse proxy sets `X-Forwarded-Proto` header to `https` or `http` to
-indicate the protocol used by the client.
-
-Synapse also requires the `Host` header to be preserved.
-
-See the `reverse proxy documentation <docs/reverse_proxy.md>`_, where the
-example configurations have been updated to show how to set these headers.
-
-(Users of `Caddy <https://caddyserver.com/>`_ are unaffected, since we believe it
-sets `X-Forwarded-Proto` by default.)
-
-Upgrading to v1.27.0
-====================
-
-Changes to callback URI for OAuth2 / OpenID Connect and SAML2
--------------------------------------------------------------
-
-This version changes the URI used for callbacks from OAuth2 and SAML2 identity providers:
-
-* If your server is configured for single sign-on via an OpenID Connect or OAuth2 identity
-  provider, you will need to add ``[synapse public baseurl]/_synapse/client/oidc/callback``
-  to the list of permitted "redirect URIs" at the identity provider.
-
-  See `docs/openid.md <docs/openid.md>`_ for more information on setting up OpenID
-  Connect.
-
-* If your server is configured for single sign-on via a SAML2 identity provider, you will
-  need to add ``[synapse public baseurl]/_synapse/client/saml2/authn_response`` as a permitted
-  "ACS location" (also known as "allowed callback URLs") at the identity provider.
-
-  The "Issuer" in the "AuthnRequest" to the SAML2 identity provider is also updated to
-  ``[synapse public baseurl]/_synapse/client/saml2/metadata.xml``. If your SAML2 identity
-  provider uses this property to validate or otherwise identify Synapse, its configuration
-  will need to be updated to use the new URL. Alternatively you could create a new, separate
-  "EntityDescriptor" in your SAML2 identity provider with the new URLs and leave the URLs in
-  the existing "EntityDescriptor" as they were.
-
-Changes to HTML templates
--------------------------
-
-The HTML templates for SSO and email notifications now have `Jinja2's autoescape <https://jinja.palletsprojects.com/en/2.11.x/api/#autoescaping>`_
-enabled for files ending in ``.html``, ``.htm``, and ``.xml``. If you have customised
-these templates and see issues when viewing them you might need to update them.
-It is expected that most configurations will need no changes.
-
-If you have customised the templates *names* for these templates, it is recommended
-to verify they end in ``.html`` to ensure autoescape is enabled.
-
-The above applies to the following templates:
-
-* ``add_threepid.html``
-* ``add_threepid_failure.html``
-* ``add_threepid_success.html``
-* ``notice_expiry.html``
-* ``notice_expiry.html``
-* ``notif_mail.html`` (which, by default, includes ``room.html`` and ``notif.html``)
-* ``password_reset.html``
-* ``password_reset_confirmation.html``
-* ``password_reset_failure.html``
-* ``password_reset_success.html``
-* ``registration.html``
-* ``registration_failure.html``
-* ``registration_success.html``
-* ``sso_account_deactivated.html``
-* ``sso_auth_bad_user.html``
-* ``sso_auth_confirm.html``
-* ``sso_auth_success.html``
-* ``sso_error.html``
-* ``sso_login_idp_picker.html``
-* ``sso_redirect_confirm.html``
-
-Upgrading to v1.26.0
-====================
-
-Rolling back to v1.25.0 after a failed upgrade
-----------------------------------------------
-
-v1.26.0 includes a lot of large changes. If something problematic occurs, you
-may want to roll-back to a previous version of Synapse. Because v1.26.0 also
-includes a new database schema version, reverting that version is also required
-alongside the generic rollback instructions mentioned above. In short, to roll
-back to v1.25.0 you need to:
-
-1. Stop the server
-2. Decrease the schema version in the database:
-
-   .. code:: sql
-
-      UPDATE schema_version SET version = 58;
-
-3. Delete the ignored users & chain cover data:
-
-   .. code:: sql
-
-      DROP TABLE IF EXISTS ignored_users;
-      UPDATE rooms SET has_auth_chain_index = false;
-
-   For PostgreSQL run:
-
-   .. code:: sql
-
-      TRUNCATE event_auth_chain_links;
-      TRUNCATE event_auth_chains;
-
-   For SQLite run:
-
-   .. code:: sql
-
-      DELETE FROM event_auth_chain_links;
-      DELETE FROM event_auth_chains;
-
-4. Mark the deltas as not run (so they will re-run on upgrade).
-
-   .. code:: sql
-
-      DELETE FROM applied_schema_deltas WHERE version = 59 AND file = "59/01ignored_user.py";
-      DELETE FROM applied_schema_deltas WHERE version = 59 AND file = "59/06chain_cover_index.sql";
-
-5. Downgrade Synapse by following the instructions for your installation method
-   in the "Rolling back to older versions" section above.
-
-Upgrading to v1.25.0
-====================
-
-Last release supporting Python 3.5
-----------------------------------
-
-This is the last release of Synapse which guarantees support with Python 3.5,
-which passed its upstream End of Life date several months ago.
-
-We will attempt to maintain support through March 2021, but without guarantees.
-
-In the future, Synapse will follow upstream schedules for ending support of
-older versions of Python and PostgreSQL. Please upgrade to at least Python 3.6
-and PostgreSQL 9.6 as soon as possible.
-
-Blacklisting IP ranges
-----------------------
-
-Synapse v1.25.0 includes new settings, ``ip_range_blacklist`` and
-``ip_range_whitelist``, for controlling outgoing requests from Synapse for federation,
-identity servers, push, and for checking key validity for third-party invite events.
-The previous setting, ``federation_ip_range_blacklist``, is deprecated. The new
-``ip_range_blacklist`` defaults to private IP ranges if it is not defined.
-
-If you have never customised ``federation_ip_range_blacklist`` it is recommended
-that you remove that setting.
-
-If you have customised ``federation_ip_range_blacklist`` you should update the
-setting name to ``ip_range_blacklist``.
-
-If you have a custom push server that is reached via private IP space you may
-need to customise ``ip_range_blacklist`` or ``ip_range_whitelist``.
-
-Upgrading to v1.24.0
-====================
-
-Custom OpenID Connect mapping provider breaking change
-------------------------------------------------------
-
-This release allows the OpenID Connect mapping provider to perform normalisation
-of the localpart of the Matrix ID. This allows for the mapping provider to
-specify different algorithms, instead of the [default way](https://matrix.org/docs/spec/appendices#mapping-from-other-character-sets).
-
-If your Synapse configuration uses a custom mapping provider
-(`oidc_config.user_mapping_provider.module` is specified and not equal to
-`synapse.handlers.oidc_handler.JinjaOidcMappingProvider`) then you *must* ensure
-that `map_user_attributes` of the mapping provider performs some normalisation
-of the `localpart` returned. To match previous behaviour you can use the
-`map_username_to_mxid_localpart` function provided by Synapse. An example is
-shown below:
-
-.. code-block:: python
-
-  from synapse.types import map_username_to_mxid_localpart
-
-  class MyMappingProvider:
-      def map_user_attributes(self, userinfo, token):
-          # ... your custom logic ...
-          sso_user_id = ...
-          localpart = map_username_to_mxid_localpart(sso_user_id)
-
-          return {"localpart": localpart}
-
-Removal historical Synapse Admin API
-------------------------------------
-
-Historically, the Synapse Admin API has been accessible under:
-
-* ``/_matrix/client/api/v1/admin``
-* ``/_matrix/client/unstable/admin``
-* ``/_matrix/client/r0/admin``
-* ``/_synapse/admin/v1``
-
-The endpoints with ``/_matrix/client/*`` prefixes have been removed as of v1.24.0.
-The Admin API is now only accessible under:
-
-* ``/_synapse/admin/v1``
-
-The only exception is the `/admin/whois` endpoint, which is
-`also available via the client-server API <https://matrix.org/docs/spec/client_server/r0.6.1#get-matrix-client-r0-admin-whois-userid>`_.
-
-The deprecation of the old endpoints was announced with Synapse 1.20.0 (released
-on 2020-09-22) and makes it easier for homeserver admins to lock down external
-access to the Admin API endpoints.
-
-Upgrading to v1.23.0
-====================
-
-Structured logging configuration breaking changes
--------------------------------------------------
-
-This release deprecates use of the ``structured: true`` logging configuration for
-structured logging. If your logging configuration contains ``structured: true``
-then it should be modified based on the `structured logging documentation
-<https://github.com/matrix-org/synapse/blob/master/docs/structured_logging.md>`_.
-
-The ``structured`` and ``drains`` logging options are now deprecated and should
-be replaced by standard logging configuration of ``handlers`` and ``formatters``.
-
-A future will release of Synapse will make using ``structured: true`` an error.
-
-Upgrading to v1.22.0
-====================
-
-ThirdPartyEventRules breaking changes
--------------------------------------
-
-This release introduces a backwards-incompatible change to modules making use of
-``ThirdPartyEventRules`` in Synapse. If you make use of a module defined under the
-``third_party_event_rules`` config option, please make sure it is updated to handle
-the below change:
-
-The ``http_client`` argument is no longer passed to modules as they are initialised. Instead,
-modules are expected to make use of the ``http_client`` property on the ``ModuleApi`` class.
-Modules are now passed a ``module_api`` argument during initialisation, which is an instance of
-``ModuleApi``. ``ModuleApi`` instances have a ``http_client`` property which acts the same as
-the ``http_client`` argument previously passed to ``ThirdPartyEventRules`` modules.
-
-Upgrading to v1.21.0
-====================
-
-Forwarding ``/_synapse/client`` through your reverse proxy
-----------------------------------------------------------
-
-The `reverse proxy documentation
-<https://github.com/matrix-org/synapse/blob/develop/docs/reverse_proxy.md>`_ has been updated
-to include reverse proxy directives for ``/_synapse/client/*`` endpoints. As the user password
-reset flow now uses endpoints under this prefix, **you must update your reverse proxy
-configurations for user password reset to work**.
-
-Additionally, note that the `Synapse worker documentation
-<https://github.com/matrix-org/synapse/blob/develop/docs/workers.md>`_ has been updated to
- state that the ``/_synapse/client/password_reset/email/submit_token`` endpoint can be handled
-by all workers. If you make use of Synapse's worker feature, please update your reverse proxy
-configuration to reflect this change.
-
-New HTML templates
-------------------
-
-A new HTML template,
-`password_reset_confirmation.html <https://github.com/matrix-org/synapse/blob/develop/synapse/res/templates/password_reset_confirmation.html>`_,
-has been added to the ``synapse/res/templates`` directory. If you are using a
-custom template directory, you may want to copy the template over and modify it.
-
-Note that as of v1.20.0, templates do not need to be included in custom template
-directories for Synapse to start. The default templates will be used if a custom
-template cannot be found.
-
-This page will appear to the user after clicking a password reset link that has
-been emailed to them.
-
-To complete password reset, the page must include a way to make a `POST`
-request to
-``/_synapse/client/password_reset/{medium}/submit_token``
-with the query parameters from the original link, presented as a URL-encoded form. See the file
-itself for more details.
-
-Updated Single Sign-on HTML Templates
--------------------------------------
-
-The ``saml_error.html`` template was removed from Synapse and replaced with the
-``sso_error.html`` template. If your Synapse is configured to use SAML and a
-custom ``sso_redirect_confirm_template_dir`` configuration then any customisations
-of the ``saml_error.html`` template will need to be merged into the ``sso_error.html``
-template. These templates are similar, but the parameters are slightly different:
-
-* The ``msg`` parameter should be renamed to ``error_description``.
-* There is no longer a ``code`` parameter for the response code.
-* A string ``error`` parameter is available that includes a short hint of why a
-  user is seeing the error page.
-
-Upgrading to v1.18.0
-====================
-
-Docker `-py3` suffix will be removed in future versions
--------------------------------------------------------
-
-From 10th August 2020, we will no longer publish Docker images with the `-py3` tag suffix. The images tagged with the `-py3` suffix have been identical to the non-suffixed tags since release 0.99.0, and the suffix is obsolete.
-
-On 10th August, we will remove the `latest-py3` tag. Existing per-release tags (such as `v1.18.0-py3`) will not be removed, but no new `-py3` tags will be added.
-
-Scripts relying on the `-py3` suffix will need to be updated.
-
-Redis replication is now recommended in lieu of TCP replication
----------------------------------------------------------------
-
-When setting up worker processes, we now recommend the use of a Redis server for replication. **The old direct TCP connection method is deprecated and will be removed in a future release.**
-See `docs/workers.md <docs/workers.md>`_ for more details.
-
-Upgrading to v1.14.0
-====================
-
-This version includes a database update which is run as part of the upgrade,
-and which may take a couple of minutes in the case of a large server. Synapse
-will not respond to HTTP requests while this update is taking place.
-
-Upgrading to v1.13.0
-====================
-
-Incorrect database migration in old synapse versions
-----------------------------------------------------
-
-A bug was introduced in Synapse 1.4.0 which could cause the room directory to
-be incomplete or empty if Synapse was upgraded directly from v1.2.1 or
-earlier, to versions between v1.4.0 and v1.12.x.
-
-This will *not* be a problem for Synapse installations which were:
- * created at v1.4.0 or later,
- * upgraded via v1.3.x, or
- * upgraded straight from v1.2.1 or earlier to v1.13.0 or later.
-
-If completeness of the room directory is a concern, installations which are
-affected can be repaired as follows:
-
-1. Run the following sql from a `psql` or `sqlite3` console:
-
-   .. code:: sql
-
-     INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
-        ('populate_stats_process_rooms', '{}', 'current_state_events_membership');
-
-     INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
-        ('populate_stats_process_users', '{}', 'populate_stats_process_rooms');
-
-2. Restart synapse.
-
-New Single Sign-on HTML Templates
----------------------------------
-
-New templates (``sso_auth_confirm.html``, ``sso_auth_success.html``, and
-``sso_account_deactivated.html``) were added to Synapse. If your Synapse is
-configured to use SSO and a custom  ``sso_redirect_confirm_template_dir``
-configuration then these templates will need to be copied from
-`synapse/res/templates <synapse/res/templates>`_ into that directory.
-
-Synapse SSO Plugins Method Deprecation
---------------------------------------
-
-Plugins using the ``complete_sso_login`` method of
-``synapse.module_api.ModuleApi`` should update to using the async/await
-version ``complete_sso_login_async`` which includes additional checks. The
-non-async version is considered deprecated.
-
-Rolling back to v1.12.4 after a failed upgrade
-----------------------------------------------
-
-v1.13.0 includes a lot of large changes. If something problematic occurs, you
-may want to roll-back to a previous version of Synapse. Because v1.13.0 also
-includes a new database schema version, reverting that version is also required
-alongside the generic rollback instructions mentioned above. In short, to roll
-back to v1.12.4 you need to:
-
-1. Stop the server
-2. Decrease the schema version in the database:
-
-   .. code:: sql
-
-      UPDATE schema_version SET version = 57;
-
-3. Downgrade Synapse by following the instructions for your installation method
-   in the "Rolling back to older versions" section above.
-
-
-Upgrading to v1.12.0
-====================
-
-This version includes a database update which is run as part of the upgrade,
-and which may take some time (several hours in the case of a large
-server). Synapse will not respond to HTTP requests while this update is taking
-place.
-
-This is only likely to be a problem in the case of a server which is
-participating in many rooms.
-
-0. As with all upgrades, it is recommended that you have a recent backup of
-   your database which can be used for recovery in the event of any problems.
-
-1. As an initial check to see if you will be affected, you can try running the
-   following query from the `psql` or `sqlite3` console. It is safe to run it
-   while Synapse is still running.
-
-   .. code:: sql
-
-      SELECT MAX(q.v) FROM (
-        SELECT (
-          SELECT ej.json AS v
-          FROM state_events se INNER JOIN event_json ej USING (event_id)
-          WHERE se.room_id=rooms.room_id AND se.type='m.room.create' AND se.state_key=''
-          LIMIT 1
-        ) FROM rooms WHERE rooms.room_version IS NULL
-      ) q;
-
-   This query will take about the same amount of time as the upgrade process: ie,
-   if it takes 5 minutes, then it is likely that Synapse will be unresponsive for
-   5 minutes during the upgrade.
-
-   If you consider an outage of this duration to be acceptable, no further
-   action is necessary and you can simply start Synapse 1.12.0.
-
-   If you would prefer to reduce the downtime, continue with the steps below.
-
-2. The easiest workaround for this issue is to manually
-   create a new index before upgrading. On PostgreSQL, his can be done as follows:
-
-   .. code:: sql
-
-      CREATE INDEX CONCURRENTLY tmp_upgrade_1_12_0_index
-      ON state_events(room_id) WHERE type = 'm.room.create';
-
-   The above query may take some time, but is also safe to run while Synapse is
-   running.
-
-   We assume that no SQLite users have databases large enough to be
-   affected. If you *are* affected, you can run a similar query, omitting the
-   ``CONCURRENTLY`` keyword. Note however that this operation may in itself cause
-   Synapse to stop running for some time. Synapse admins are reminded that
-   `SQLite is not recommended for use outside a test
-   environment <https://github.com/matrix-org/synapse/blob/master/README.rst#using-postgresql>`_.
-
-3. Once the index has been created, the ``SELECT`` query in step 1 above should
-   complete quickly. It is therefore safe to upgrade to Synapse 1.12.0.
-
-4. Once Synapse 1.12.0 has successfully started and is responding to HTTP
-   requests, the temporary index can be removed:
-
-   .. code:: sql
-
-      DROP INDEX tmp_upgrade_1_12_0_index;
-
-Upgrading to v1.10.0
-====================
-
-Synapse will now log a warning on start up if used with a PostgreSQL database
-that has a non-recommended locale set.
-
-See `docs/postgres.md <docs/postgres.md>`_ for details.
-
-
-Upgrading to v1.8.0
-===================
-
-Specifying a ``log_file`` config option will now cause Synapse to refuse to
-start, and should be replaced by with the ``log_config`` option. Support for
-the ``log_file`` option was removed in v1.3.0 and has since had no effect.
-
-
-Upgrading to v1.7.0
-===================
-
-In an attempt to configure Synapse in a privacy preserving way, the default
-behaviours of ``allow_public_rooms_without_auth`` and
-``allow_public_rooms_over_federation`` have been inverted. This means that by
-default, only authenticated users querying the Client/Server API will be able
-to query the room directory, and relatedly that the server will not share
-room directory information with other servers over federation.
-
-If your installation does not explicitly set these settings one way or the other
-and you want either setting to be ``true`` then it will necessary to update
-your homeserver configuration file accordingly.
-
-For more details on the surrounding context see our `explainer
-<https://matrix.org/blog/2019/11/09/avoiding-unwelcome-visitors-on-private-matrix-servers>`_.
-
-
-Upgrading to v1.5.0
-===================
-
-This release includes a database migration which may take several minutes to
-complete if there are a large number (more than a million or so) of entries in
-the ``devices`` table. This is only likely to a be a problem on very large
-installations.
-
-
-Upgrading to v1.4.0
-===================
-
-New custom templates
---------------------
-
-If you have configured a custom template directory with the
-``email.template_dir`` option, be aware that there are new templates regarding
-registration and threepid management (see below) that must be included.
-
-* ``registration.html`` and ``registration.txt``
-* ``registration_success.html`` and ``registration_failure.html``
-* ``add_threepid.html`` and  ``add_threepid.txt``
-* ``add_threepid_failure.html`` and ``add_threepid_success.html``
-
-Synapse will expect these files to exist inside the configured template
-directory, and **will fail to start** if they are absent.
-To view the default templates, see `synapse/res/templates
-<https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
-
-3pid verification changes
--------------------------
-
-**Note: As of this release, users will be unable to add phone numbers or email
-addresses to their accounts, without changes to the Synapse configuration. This
-includes adding an email address during registration.**
-
-It is possible for a user to associate an email address or phone number
-with their account, for a number of reasons:
-
-* for use when logging in, as an alternative to the user id.
-* in the case of email, as an alternative contact to help with account recovery.
-* in the case of email, to receive notifications of missed messages.
-
-Before an email address or phone number can be added to a user's account,
-or before such an address is used to carry out a password-reset, Synapse must
-confirm the operation with the owner of the email address or phone number.
-It does this by sending an email or text giving the user a link or token to confirm
-receipt. This process is known as '3pid verification'. ('3pid', or 'threepid',
-stands for third-party identifier, and we use it to refer to external
-identifiers such as email addresses and phone numbers.)
-
-Previous versions of Synapse delegated the task of 3pid verification to an
-identity server by default. In most cases this server is ``vector.im`` or
-``matrix.org``.
-
-In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
-longer delegate this task to an identity server by default. Instead,
-the server administrator will need to explicitly decide how they would like the
-verification messages to be sent.
-
-In the medium term, the ``vector.im`` and ``matrix.org`` identity servers will
-disable support for delegated 3pid verification entirely. However, in order to
-ease the transition, they will retain the capability for a limited
-period. Delegated email verification will be disabled on Monday 2nd December
-2019 (giving roughly 2 months notice). Disabling delegated SMS verification
-will follow some time after that once SMS verification support lands in
-Synapse.
-
-Once delegated 3pid verification support has been disabled in the ``vector.im`` and
-``matrix.org`` identity servers, all Synapse versions that depend on those
-instances will be unable to verify email and phone numbers through them. There
-are no imminent plans to remove delegated 3pid verification from Sydent
-generally. (Sydent is the identity server project that backs the ``vector.im`` and
-``matrix.org`` instances).
-
-Email
-~~~~~
-Following upgrade, to continue verifying email (e.g. as part of the
-registration process), admins can either:-
-
-* Configure Synapse to use an email server.
-* Run or choose an identity server which allows delegated email verification
-  and delegate to it.
-
-Configure SMTP in Synapse
-+++++++++++++++++++++++++
-
-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``.
-
-See the `sample configuration file <docs/sample_config.yaml>`_ for more details
-on these settings.
-
-Delegate email to an identity server
-++++++++++++++++++++++++++++++++++++
-
-Some admins will wish to continue using email verification as part of the
-registration process, but will not immediately have an appropriate SMTP server
-at hand.
-
-To this end, we will continue to support email verification delegation via the
-``vector.im`` and ``matrix.org`` identity servers for two months. Support for
-delegated email verification will be disabled on Monday 2nd December.
-
-The ``account_threepid_delegates`` dictionary defines whether the homeserver
-should delegate an external server (typically an `identity server
-<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
-confirmation messages via email and SMS.
-
-So to delegate email verification, in ``homeserver.yaml``, set
-``account_threepid_delegates.email`` to the base URL of an identity server. For
-example:
-
-.. code:: yaml
-
-   account_threepid_delegates:
-       email: https://example.com     # Delegate email sending to example.com
-
-Note that ``account_threepid_delegates.email`` replaces the deprecated
-``email.trust_identity_server_for_password_resets``: if
-``email.trust_identity_server_for_password_resets`` is set to ``true``, and
-``account_threepid_delegates.email`` is not set, then the first entry in
-``trusted_third_party_id_servers`` will be used as the
-``account_threepid_delegate`` for email. This is to ensure compatibility with
-existing Synapse installs that set up external server handling for these tasks
-before v1.4.0. If ``email.trust_identity_server_for_password_resets`` is
-``true`` and no trusted identity server domains are configured, Synapse will
-report an error and refuse to start.
-
-If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent
-and no ``email`` delegate is configured in ``account_threepid_delegates``,
-then Synapse will send email verification messages itself, using the configured
-SMTP server (see above).
-that type.
-
-Phone numbers
-~~~~~~~~~~~~~
-
-Synapse does not support phone-number verification itself, so the only way to
-maintain the ability for users to add phone numbers to their accounts will be
-by continuing to delegate phone number verification to the ``matrix.org`` and
-``vector.im`` identity servers (or another identity server that supports SMS
-sending).
-
-The ``account_threepid_delegates`` dictionary defines whether the homeserver
-should delegate an external server (typically an `identity server
-<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
-confirmation messages via email and SMS.
-
-So to delegate phone number verification, in ``homeserver.yaml``, set
-``account_threepid_delegates.msisdn`` to the base URL of an identity
-server. For example:
-
-.. code:: yaml
-
-   account_threepid_delegates:
-       msisdn: https://example.com     # Delegate sms sending to example.com
-
-The ``matrix.org`` and ``vector.im`` identity servers will continue to support
-delegated phone number verification via SMS until such time as it is possible
-for admins to configure their servers to perform phone number verification
-directly. More details will follow in a future release.
-
-Rolling back to v1.3.1
-----------------------
-
-If you encounter problems with v1.4.0, it should be possible to roll back to
-v1.3.1, subject to the following:
-
-* The 'room statistics' engine was heavily reworked in this release (see
-  `#5971 <https://github.com/matrix-org/synapse/pull/5971>`_), including
-  significant changes to the database schema, which are not easily
-  reverted. This will cause the room statistics engine to stop updating when
-  you downgrade.
-
-  The room statistics are essentially unused in v1.3.1 (in future versions of
-  Synapse, they will be used to populate the room directory), so there should
-  be no loss of functionality. However, the statistics engine will write errors
-  to the logs, which can be avoided by setting the following in
-  `homeserver.yaml`:
-
-  .. code:: yaml
-
-    stats:
-      enabled: false
-
-  Don't forget to re-enable it when you upgrade again, in preparation for its
-  use in the room directory!
-
-Upgrading to v1.2.0
-===================
-
-Some counter metrics have been renamed, with the old names deprecated. See
-`the metrics documentation <docs/metrics-howto.md#renaming-of-metrics--deprecation-of-old-names-in-12>`_
-for details.
-
-Upgrading to v1.1.0
-===================
-
-Synapse v1.1.0 removes support for older Python and PostgreSQL versions, as
-outlined in `our deprecation notice <https://matrix.org/blog/2019/04/08/synapse-deprecating-postgres-9-4-and-python-2-x>`_.
-
-Minimum Python Version
-----------------------
-
-Synapse v1.1.0 has a minimum Python requirement of Python 3.5. Python 3.6 or
-Python 3.7 are recommended as they have improved internal string handling,
-significantly reducing memory usage.
-
-If you use current versions of the Matrix.org-distributed Debian packages or
-Docker images, action is not required.
-
-If you install Synapse in a Python virtual environment, please see "Upgrading to
-v0.34.0" for notes on setting up a new virtualenv under Python 3.
-
-Minimum PostgreSQL Version
---------------------------
-
-If using PostgreSQL under Synapse, you will need to use PostgreSQL 9.5 or above.
-Please see the
-`PostgreSQL documentation <https://www.postgresql.org/docs/11/upgrading.html>`_
-for more details on upgrading your database.
-
-Upgrading to v1.0
-=================
-
-Validation of TLS certificates
-------------------------------
-
-Synapse v1.0 is the first release to enforce
-validation of TLS certificates for the federation API. It is therefore
-essential that your certificates are correctly configured. See the `FAQ
-<docs/MSC1711_certificates_FAQ.md>`_ for more information.
-
-Note, v1.0 installations will also no longer be able to federate with servers
-that have not correctly configured their certificates.
-
-In rare cases, it may be desirable to disable certificate checking: for
-example, it might be essential to be able to federate with a given legacy
-server in a closed federation. This can be done in one of two ways:-
-
-* Configure the global switch ``federation_verify_certificates`` to ``false``.
-* Configure a whitelist of server domains to trust via ``federation_certificate_verification_whitelist``.
-
-See the `sample configuration file <docs/sample_config.yaml>`_
-for more details on these settings.
-
-Email
------
-When a user requests a password reset, Synapse will send an email to the
-user to confirm the request.
-
-Previous versions of Synapse delegated the job of sending this email to an
-identity server. If the identity server was somehow malicious or became
-compromised, it would be theoretically possible to hijack an account through
-this means.
-
-Therefore, by default, Synapse v1.0 will send the confirmation email itself. If
-Synapse is not configured with an SMTP server, password reset via email will be
-disabled.
-
-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 you are absolutely certain that you wish to continue using an identity
-server for password resets, set ``trust_identity_server_for_password_resets`` to ``true``.
-
-See the `sample configuration file <docs/sample_config.yaml>`_
-for more details on these settings.
-
-New email templates
----------------
-Some new templates have been added to the default template directory for the purpose of the
-homeserver sending its own password reset emails. If you have configured a custom
-``template_dir`` in your Synapse config, these files will need to be added.
-
-``password_reset.html`` and ``password_reset.txt`` are HTML and plain text templates
-respectively that contain the contents of what will be emailed to the user upon attempting to
-reset their password via email. ``password_reset_success.html`` and
-``password_reset_failure.html`` are HTML files that the content of which (assuming no redirect
-URL is set) will be shown to the user after they attempt to click the link in the email sent
-to them.
-
-Upgrading to v0.99.0
-====================
-
-Please be aware that, before Synapse v1.0 is released around March 2019, you
-will need to replace any self-signed certificates with those verified by a
-root CA. Information on how to do so can be found at `the ACME docs
-<docs/ACME.md>`_.
-
-For more information on configuring TLS certificates see the `FAQ <docs/MSC1711_certificates_FAQ.md>`_.
-
-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.
+The markdown source is available in `docs/upgrade.md <docs/upgrade.md>`_.