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| -rw-r--r-- | docs/consent_tracking.md | 152 | ||||
| -rw-r--r-- | docs/privacy_policy_templates/README.md | 23 | ||||
| -rw-r--r-- | docs/server_notices.md | 4 |
3 files changed, 154 insertions, 25 deletions
diff --git a/docs/consent_tracking.md b/docs/consent_tracking.md new file mode 100644 index 0000000000..eb34749b55 --- /dev/null +++ b/docs/consent_tracking.md @@ -0,0 +1,152 @@ +Support in Synapse for tracking agreement to server terms and conditions +======================================================================== + +Synapse 0.30 introduces support for tracking whether users have agreed to the +terms and conditions set by the administrator of a server - and blocking access +to the server until they have. + +There are several parts to this functionality; each requires some specific +configuration in `homeserver.yaml` to be enabled. + +Note that various parts of the configuation and this document refer to the +"privacy policy": agreement with a privacy policy is one particular use of this +feature, but of course adminstrators can specify other terms and conditions +unrelated to "privacy" per se. + +Collecting policy agreement from a user +--------------------------------------- + +Synapse can be configured to serve the user a simple policy form with an +"accept" button. Clicking "Accept" records the user's acceptance in the +database and shows a success page. + +To enable this, first create templates for the policy and success pages. +These should be stored on the local filesystem. + +These templates use the [Jinja2](http://jinja.pocoo.org) templating language, +and the `privacy_policy_templates` subdirectory of this `docs` directory gives +examples of the sort of thing that can be done. + +Note that the templates must be stored under a name giving the language of the +template - currently this must always be `en` (for "English"); +internationalisation support is intended for the future. + +The template for the policy itself should be versioned - for example +`1.0.html`. The version of the policy which the user has agreed to is stored in +the database. + +Once the templates are in place, make the following changes to `homeserver.yaml`: + + 1. Add a `user_consent` section, which should look like: + + ```yaml + user_consent: + template_dir: privacy_policy_templates + version: 1.0 + ``` + + `template_dir` points to the directory containing the policy + templates. `version` defines the version of the policy which will be served + to the user. In the example above, Synapse will serve + `privacy_policy_templates/en/1.0.html`. + + + 2. Add a `form_secret` setting at the top level: + + + ```yaml + form_secret: "<unique secret>" + ``` + + This should be set to an arbitrary secret string (try `pwgen -y 30` to + generate suitable secrets). + + More on what this is used for below. + + 3. Add `consent` wherever the `client` resource is currently enabled in the + `listeners` configuration. For example: + + ``` + listeners: + - port: 8008 + resources: + - names: + - client + - consent + ``` + + +Finally, ensure that `jinja2` is installed. If you are using a virtualenv, this +should be a matter of `pip install Jinja2`. On debian, try `apt-get install +python-jinja2`. + +Once this is complete, and the server has been restarted, try visiting +`https://<server>/_matrix/consent`. If configuration has been done correctly, +this should give an error "Missing string query parameter 'u'". It is now +possible to manually construct URIs where users can give their consent. + +Constructing the consent URI +~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +It may be useful to manually construct the "consent URI" for a given user - for +instance, in order to send them an email asking them to consent. To do this, +take the base `https://<server>/_matrix/consent` URL and add the following +query parameters: + + * `u`: the user id of the user. This can either be a full MXID + (`@user:server.com`) or just the localpart (`user`). + + * `h`: hex-encoded HMAC-SHA256 of `u` using the `form_secret` as a key. It is + possible to calculate this on the commandline with something like: + + ```bash + echo -n '<user>' | openssl sha256 -hmac '<form_secret>' + ``` + + This should result in a URI which looks something like: + `https://<server>/_matrix/consent?u=<user>&h=68a152465a4d...`. + + +Sending users a server notice asking them to agree to the policy +---------------------------------------------------------------- + +It is possible to configure Synapse to send a [server +notice](server_notices.md) to anybody who has not yet agreed to the current +version of the policy. To do so: + + * ensure that the consent resource is configured, as in the previous section + + * ensure that server notices are configured, as in [server_notices.md]. + + * Add `server_notice_content` under `user_consent` in `homeserver.yaml`. For + example: + + ```yaml + user_consent: + server_notice_content: + msgtype: m.text + body: >- + Please give your consent to the privacy policy at %(consent_uri)s. + ``` + + Synapse automatically replaces the placeholder `%(consent_uri)s` with the + consent uri for that user. + +Blocking users from using the server until they agree to the policy +------------------------------------------------------------------- + +Synapse can be configured to block any attempts to join rooms or send messages +until the user has given their agreement to the policy. (Joining the server +notices room is exempted from this). + +To enable this, add `block_events_error` under `user_consent`. For example: + +``` +user_consent: + block_events_error: >- + You can't send any messages until you consent to the privacy policy at + %(consent_uri)s. +``` + +Synapse automatically replaces the placeholder `%(consent_uri)s` with the +consent uri for that user. diff --git a/docs/privacy_policy_templates/README.md b/docs/privacy_policy_templates/README.md deleted file mode 100644 index a3e6fc0986..0000000000 --- a/docs/privacy_policy_templates/README.md +++ /dev/null @@ -1,23 +0,0 @@ -If enabling the 'consent' resource in synapse, you will need some templates -for the HTML to be served to the user. This directory contains very simple -examples of the sort of thing that can be done. - -You'll need to add this sort of thing to your homeserver.yaml: - -``` -form_secret: <unique but arbitrary secret> - -user_consent: - template_dir: docs/privacy_policy_templates - version: 1.0 -``` - -You should then be able to enable the `consent` resource under a `listener` -entry. For example: - -``` -listeners: - - port: 8008 - resources: - - names: [client, consent] -``` diff --git a/docs/server_notices.md b/docs/server_notices.md index a37aed6792..5d7857d15c 100644 --- a/docs/server_notices.md +++ b/docs/server_notices.md @@ -4,8 +4,8 @@ Server Notices 'Server Notices' are a new feature introduced in Synapse 0.30. They provide a channel whereby server administrators can send messages to users on the server. -They are used as part of the communication of Privacy Polices (see -[privacy_policy.md]), however the intention is that they may also find a use +They are used as part of the communication of the server polices (see +[consent_tracking.md]), however the intention is that they may also find a use for features such as "Message of the day". This is a feature specific to Synapse, but it uses standard Matrix |