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-rw-r--r-- | README.rst | 178 |
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diff --git a/README.rst b/README.rst index 21e3479687..5b30ee3563 100644 --- a/README.rst +++ b/README.rst @@ -7,7 +7,7 @@ Matrix is an ambitious new ecosystem for open federated Instant Messaging and VoIP. The basics you need to know to get up and running are: - Everything in Matrix happens in a room. Rooms are distributed and do not - exist on any single server. Rooms can be located using convenience aliases + exist on any single server. Rooms can be located using convenience aliases like ``#matrix:matrix.org`` or ``#test:localhost:8448``. - Matrix user IDs look like ``@matthew:matrix.org`` (although in the future @@ -23,7 +23,7 @@ The overall architecture is:: accessed by the web client at http://matrix.org/beta or via an IRC bridge at irc://irc.freenode.net/matrix. -Synapse is currently in rapid development, but as of version 0.5 we believe it +Synapse is currently in rapid development, but as of version 0.5 we believe it is sufficiently stable to be run as an internet-facing service for real usage! About Matrix @@ -94,6 +94,7 @@ Synapse is the reference python/twisted Matrix homeserver implementation. System requirements: - POSIX-compliant system (tested on Linux & OS X) - Python 2.7 +- At least 512 MB RAM. Synapse is written in python but some of the libraries is uses are written in C. So before we can install synapse itself we need a working C compiler and the @@ -101,25 +102,26 @@ header files for python C extensions. Installing prerequisites on Ubuntu or Debian:: - $ sudo apt-get install build-essential python2.7-dev libffi-dev \ - python-pip python-setuptools sqlite3 \ - libssl-dev python-virtualenv libjpeg-dev - + sudo apt-get install build-essential python2.7-dev libffi-dev \ + python-pip python-setuptools sqlite3 \ + libssl-dev python-virtualenv libjpeg-dev + Installing prerequisites on ArchLinux:: - $ sudo pacman -S base-devel python2 python-pip \ - python-setuptools python-virtualenv sqlite3 + sudo pacman -S base-devel python2 python-pip \ + python-setuptools python-virtualenv sqlite3 Installing prerequisites on Mac OS X:: - $ xcode-select --install - $ sudo pip install virtualenv - + xcode-select --install + sudo easy_install pip + sudo pip install virtualenv + To install the synapse homeserver run:: - $ virtualenv -p python2.7 ~/.synapse - $ source ~/.synapse/bin/activate - $ pip install --process-dependency-links https://github.com/matrix-org/synapse/tarball/master + virtualenv -p python2.7 ~/.synapse + source ~/.synapse/bin/activate + pip install --process-dependency-links https://github.com/matrix-org/synapse/tarball/master This installs synapse, along with the libraries it uses, into a virtual environment under ``~/.synapse``. Feel free to pick a different directory @@ -132,8 +134,8 @@ above in Docker at https://registry.hub.docker.com/u/silviof/docker-matrix/. To set up your homeserver, run (in your virtualenv, as before):: - $ cd ~/.synapse - $ python -m synapse.app.homeserver \ + cd ~/.synapse + python -m synapse.app.homeserver \ --server-name machine.my.domain.name \ --config-path homeserver.yaml \ --generate-config @@ -173,13 +175,13 @@ traditionally used for convenience and simplicity. The advantages of Postgres include: - * significant performance improvements due to the superior threading and - caching model, smarter query optimiser - * allowing the DB to be run on separate hardware - * allowing basic active/backup high-availability with a "hot spare" synapse - pointing at the same DB master, as well as enabling DB replication in - synapse itself. - +* significant performance improvements due to the superior threading and + caching model, smarter query optimiser +* allowing the DB to be run on separate hardware +* allowing basic active/backup high-availability with a "hot spare" synapse + pointing at the same DB master, as well as enabling DB replication in + synapse itself. + The only disadvantage is that the code is relatively new as of April 2015 and may have a few regressions relative to SQLite. @@ -189,12 +191,12 @@ For information on how to install and use PostgreSQL, please see Running Synapse =============== -To actually run your new homeserver, pick a working directory for Synapse to run -(e.g. ``~/.synapse``), and:: +To actually run your new homeserver, pick a working directory for Synapse to +run (e.g. ``~/.synapse``), and:: - $ cd ~/.synapse - $ source ./bin/activate - $ synctl start + cd ~/.synapse + source ./bin/activate + synctl start Platform Specific Instructions ============================== @@ -212,48 +214,50 @@ defaults to python 3, but synapse currently assumes python 2.7 by default: pip may be outdated (6.0.7-1 and needs to be upgraded to 6.0.8-1 ):: - $ sudo pip2.7 install --upgrade pip - + sudo pip2.7 install --upgrade pip + You also may need to explicitly specify python 2.7 again during the install request:: - $ pip2.7 install --process-dependency-links \ + pip2.7 install --process-dependency-links \ https://github.com/matrix-org/synapse/tarball/master - + 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):: - $ sudo pip2.7 uninstall py-bcrypt - $ sudo pip2.7 install py-bcrypt - + sudo pip2.7 uninstall py-bcrypt + sudo pip2.7 install py-bcrypt + During setup of Synapse you need to call python2.7 directly again:: - $ cd ~/.synapse - $ python2.7 -m synapse.app.homeserver \ + cd ~/.synapse + python2.7 -m synapse.app.homeserver \ --server-name machine.my.domain.name \ --config-path homeserver.yaml \ --generate-config - + ...substituting your host and domain name as appropriate. Windows Install --------------- Synapse can be installed on Cygwin. It requires the following Cygwin packages: - - gcc - - git - - libffi-devel - - openssl (and openssl-devel, python-openssl) - - python - - python-setuptools +- gcc +- git +- libffi-devel +- openssl (and openssl-devel, python-openssl) +- python +- python-setuptools The content repository requires additional packages and will be unable to process uploads without them: - - libjpeg8 - - libjpeg8-devel - - zlib + +- libjpeg8 +- libjpeg8-devel +- zlib + If you choose to install Synapse without these packages, you will need to reinstall ``pillow`` for changes to be applied, e.g. ``pip uninstall pillow`` ``pip install pillow --user`` @@ -275,33 +279,33 @@ Troubleshooting Troubleshooting Installation ---------------------------- -Synapse requires pip 1.7 or later, so if your OS provides too old a version and -you get errors about ``error: no such option: --process-dependency-links`` you +Synapse requires pip 1.7 or later, so if your OS provides too old a version and +you get errors about ``error: no such option: --process-dependency-links`` you may need to manually upgrade it:: - $ sudo pip install --upgrade pip + sudo pip install --upgrade pip If pip crashes mid-installation for reason (e.g. lost terminal), pip may refuse to run until you remove the temporary installation directory it created. To reset the installation:: - $ rm -rf /tmp/pip_install_matrix + rm -rf /tmp/pip_install_matrix -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 +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.:: - $ pip install twisted + pip install twisted -On OSX, if you encounter clang: error: unknown argument: '-mno-fused-madd' you +On OS X, if you encounter clang: error: unknown argument: '-mno-fused-madd' you will need to export CFLAGS=-Qunused-arguments. Troubleshooting Running ----------------------- -If synapse fails with ``missing "sodium.h"`` crypto errors, you may need -to manually upgrade PyNaCL, as synapse uses NaCl (http://nacl.cr.yp.to/) for +If synapse fails with ``missing "sodium.h"`` crypto errors, you may need +to manually upgrade PyNaCL, as synapse uses NaCl (http://nacl.cr.yp.to/) for encryption and digital signatures. Unfortunately PyNACL currently has a few issues (https://github.com/pyca/pynacl/issues/53) and @@ -310,10 +314,11 @@ correctly, causing all tests to fail with errors about missing "sodium.h". To fix try re-installing from PyPI or directly from (https://github.com/pyca/pynacl):: - $ # Install from PyPI - $ pip install --user --upgrade --force pynacl - $ # Install from github - $ pip install --user https://github.com/pyca/pynacl/tarball/master + # Install from PyPI + pip install --user --upgrade --force pynacl + + # Install from github + pip install --user https://github.com/pyca/pynacl/tarball/master ArchLinux ~~~~~~~~~ @@ -321,8 +326,8 @@ ArchLinux If running `$ synctl start` fails with 'returned non-zero exit status 1', you will need to explicitly call Python2.7 - either running as:: - $ python2.7 -m synapse.app.homeserver --daemonize -c homeserver.yaml - + python2.7 -m synapse.app.homeserver --daemonize -c homeserver.yaml + ...or by editing synctl with the correct python executable. Synapse Development @@ -331,16 +336,16 @@ Synapse Development To check out a synapse for development, clone the git repo into a working directory of your choice:: - $ git clone https://github.com/matrix-org/synapse.git - $ cd synapse + git clone https://github.com/matrix-org/synapse.git + cd synapse Synapse has a number of external dependencies, that are easiest to install using pip and a virtualenv:: - $ virtualenv env - $ source env/bin/activate - $ python synapse/python_dependencies.py | xargs -n1 pip install - $ pip install setuptools_trial mock + virtualenv env + source env/bin/activate + python synapse/python_dependencies.py | xargs -n1 pip install + pip install setuptools_trial mock This will run a process of downloading and installing all the needed dependencies into a virtual env. @@ -348,7 +353,7 @@ dependencies into a virtual env. Once this is done, you may wish to run Synapse's unit tests, to check that everything is installed as it should be:: - $ python setup.py test + python setup.py test This should end with a 'PASSED' result:: @@ -360,14 +365,11 @@ This should end with a 'PASSED' result:: Upgrading an existing Synapse ============================= -IMPORTANT: Before upgrading an existing synapse to a new version, please -refer to UPGRADE.rst for any additional instructions. - -Otherwise, simply re-install the new codebase over the current one - e.g. -by ``pip install --process-dependency-links -https://github.com/matrix-org/synapse/tarball/master`` -if using pip, or by ``git pull`` if running off a git working copy. +The instructions for upgrading synapse are in `UPGRADE.rst`_. +Please check these instructions as upgrading may require extra steps for some +versions of synapse. +.. _UPGRADE.rst: UPGRADE.rst Setting up Federation ===================== @@ -389,11 +391,11 @@ IDs: For the first form, simply pass the required hostname (of the machine) as the --server-name parameter:: - $ python -m synapse.app.homeserver \ + python -m synapse.app.homeserver \ --server-name machine.my.domain.name \ --config-path homeserver.yaml \ --generate-config - $ python -m synapse.app.homeserver --config-path homeserver.yaml + python -m synapse.app.homeserver --config-path homeserver.yaml Alternatively, you can run ``synctl start`` to guide you through the process. @@ -410,11 +412,11 @@ record would then look something like:: At this point, you should then run the homeserver with the hostname of this SRV record, as that is the name other machines will expect it to have:: - $ python -m synapse.app.homeserver \ + python -m synapse.app.homeserver \ --server-name YOURDOMAIN \ --config-path homeserver.yaml \ --generate-config - $ python -m synapse.app.homeserver --config-path homeserver.yaml + python -m synapse.app.homeserver --config-path homeserver.yaml You may additionally want to pass one or more "-v" options, in order to @@ -428,8 +430,8 @@ private federation (``localhost:8080``, ``localhost:8081`` and ``localhost:8082``) which you can then access through the webclient running at http://localhost:8080. Simply run:: - $ demo/start.sh - + demo/start.sh + This is mainly useful just for development purposes. Running The Demo Web Client @@ -492,7 +494,7 @@ time. Where's the spec?! ================== -The source of the matrix spec lives at https://github.com/matrix-org/matrix-doc. +The source of the matrix spec lives at https://github.com/matrix-org/matrix-doc. A recent HTML snapshot of this lives at http://matrix.org/docs/spec @@ -502,10 +504,10 @@ Building Internal API Documentation Before building internal API documentation install sphinx and sphinxcontrib-napoleon:: - $ pip install sphinx - $ pip install sphinxcontrib-napoleon + pip install sphinx + pip install sphinxcontrib-napoleon Building internal API documentation:: - $ python setup.py build_sphinx + python setup.py build_sphinx |