path: root/README.rst

.. contents::

Introduction
============

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
  like ``#matrix:matrix.org`` or ``#test:localhost:8448``.

- Matrix user IDs look like ``@matthew:matrix.org`` (although in the future
  you will normally refer to yourself and others using a third party identifier
  (3PID): email address, phone number, etc rather than manipulating Matrix user IDs)

The overall architecture is::

      client <----> homeserver <=====================> homeserver <----> client
             https://somewhere.org/_matrix      https://elsewhere.net/_matrix

``#matrix:matrix.org`` is the official support room for Matrix, and can be
accessed by any client from https://matrix.org/docs/projects/try-matrix-now or
via IRC bridge at irc://irc.freenode.net/matrix.

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
============

Matrix specifies a set of pragmatic RESTful HTTP JSON APIs as an open standard,
which handle:

- Creating and managing fully distributed chat rooms with no
  single points of control or failure
- Eventually-consistent cryptographically secure synchronisation of room
  state across a global open network of federated servers and services
- Sending and receiving extensible messages in a room with (optional)
  end-to-end encryption[1]
- Inviting, joining, leaving, kicking, banning room members
- Managing user accounts (registration, login, logout)
- Using 3rd Party IDs (3PIDs) such as email addresses, phone numbers,
  Facebook accounts to authenticate, identify and discover users on Matrix.
- Placing 1:1 VoIP and Video calls

These APIs are intended to be implemented on a wide range of servers, services
and clients, letting developers build messaging and VoIP functionality on top
of the entirely open Matrix ecosystem rather than using closed or proprietary
solutions. The hope is for Matrix to act as the building blocks for a new
generation of fully open and interoperable messaging and VoIP apps for the
internet.

Synapse is a reference "homeserver" implementation of Matrix from the core
development team at matrix.org, written in Python/Twisted for clarity and
simplicity.  It is intended to showcase the concept of Matrix and let folks see
the spec in the context of a codebase and let you run your own homeserver and
generally help bootstrap the ecosystem.

In Matrix, every user runs one or more Matrix clients, which connect through to
a Matrix homeserver. The homeserver stores all their personal chat history and
user account information - much as a mail client connects through to an
IMAP/SMTP server. Just like email, you can either run your own Matrix
homeserver and control and own your own communications and history or use one
hosted by someone else (e.g. matrix.org) - there is no single point of control
or mandatory service provider in Matrix, unlike WhatsApp, Facebook, Hangouts,
etc.

We'd like to invite you to join #matrix:matrix.org (via
https://matrix.org/docs/projects/try-matrix-now), run a homeserver, take a look
at the Matrix spec at https://matrix.org/docs/spec and API docs at
https://matrix.org/docs/api, experiment with the APIs and the demo clients, and
report any bugs via github.

Thanks for using Matrix!

[1] End-to-end encryption is currently in beta.


Synapse Installation
====================

Synapse is the reference python/twisted Matrix homeserver implementation.

System requirements:
- POSIX-compliant system (tested on Linux & OS X)
- Python 2.7
- At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org

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
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 libxslt1-dev

Installing prerequisites on ArchLinux::

    sudo pacman -S base-devel python2 python-pip \
                   python-setuptools python-virtualenv sqlite3

Installing prerequisites on CentOS 7::

    sudo yum install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
                     lcms2-devel libwebp-devel tcl-devel tk-devel \
                     python-virtualenv libffi-devel openssl-devel
    sudo yum groupinstall "Development Tools"

Installing prerequisites on Mac OS X::

    xcode-select --install
    sudo easy_install pip
    sudo pip install virtualenv

Installing prerequisites on Raspbian::

    sudo apt-get install build-essential python2.7-dev libffi-dev \
                         python-pip python-setuptools sqlite3 \
                         libssl-dev python-virtualenv libjpeg-dev
    sudo pip install --upgrade pip
    sudo pip install --upgrade ndg-httpsclient
    sudo pip install --upgrade virtualenv

Installing prerequisites on openSUSE::

    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

To install the synapse homeserver run::

    virtualenv -p python2.7 ~/.synapse
    source ~/.synapse/bin/activate
    pip install --upgrade setuptools
    pip install 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
if you prefer.

In case of problems, please see the _`Troubleshooting` section below.

Alternatively, Silvio Fricke has contributed a Dockerfile to automate the
above in Docker at https://registry.hub.docker.com/u/silviof/docker-matrix/.

Also, Martin Giess has created an auto-deployment process with vagrant/ansible,
tested with VirtualBox/AWS/DigitalOcean - see https://github.com/EMnify/matrix-synapse-auto-deploy
for details.

Configuring synapse
-------------------

Before you can start Synapse, you will need to generate a configuration
file. To do this, run (in your virtualenv, as before)::

    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``. 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`_.

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 Home Server to
identify itself to other Home Servers, 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 Home Server's keys, you may find that other Home Servers 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.

The default configuration exposes two TCP ports: 8008 and 8448. Port 8008 is
configured without TLS; it is not recommended this be exposed outside your
local network. Port 8448 is configured to use TLS with a self-signed
certificate. This is fine for testing with but you will almost certainly want
to use another certificate for production purposes. You can do so by changing
``tls_certificate_path``, ``tls_private_key_path`` and ``tls_dh_params_path``
in ``homeserver.yaml``; alternatively, you can use a reverse-proxy, but be sure
to read `Using a reverse proxy with Synapse`_ when doing so.

Registering a user
------------------

You will need at least one user on your server in order to use a Matrix
client. Users can be registered either `via a Matrix client`__, or via a
commandline script.

.. __: `client-user-reg`_

To get started, is easiest to use the command line to register new users::

    $ source ~/.synapse/bin/activate
    $ synctl start # if not already running
    $ register_new_matrix_user -c homeserver.yaml https://localhost:8448
    New user localpart: erikj
    Password:
    Confirm password:
    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 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.rst>`_ for details.


Running Synapse
===============

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


Connecting to Synapse from a client
===================================

The easiest way to try out your new Synapse installation is by connecting to it
from a web client. We recommend the one at http://riot.im/app. You will need to
specify a "Custom server" when you log on or register: set this to
``https://localhost:8448`` - remember to specify the port (``:8448``) unless
you changed the configuration. (Leave the identity server as the default - see
`Identity servers`_.)

If all goes well you should at least be able to log in, create a room, and
start sending messages.

(The homeserver runs a web client by default at https://localhost:8448/, though
as of the time of writing it is somewhat outdated and not really recommended -
https://github.com/matrix-org/synapse/issues/1527).

.. _`client-user-reg`:

Registering a new user from a client
------------------------------------

By default, registration of new users via Matrix clients is disabled. To enable
it, specify ``enable_registration: true`` in ``homeserver.yaml``. (It is then
recommended to also set up CAPTCHA - see `<docs/CAPTCHA_SETUP.rst>`_.)

Once ``enable_registration`` is set to ``true``, it is possible to register a
user via `riot.im <https://riot.im/app/#/register>`_ or other Matrix clients.

Your new user name will be formed partly from the ``server_name`` (see
`Configuring synapse`_), and partly from a localpart you specify when you
create the account. Your name will take the form of::

    @localpart:my.domain.here

(pronounced "at localpart on my dot domain dot here").

As when logging in, you will need to specify a "Custom server".  Specify your
desired ``localpart`` in the 'User name' box.


Security Note
=============

Matrix serves raw user generated data in some APIs - specifically the `content
repository endpoints <http://matrix.org/docs/spec/client_server/latest.html#get-matrix-media-r0-download-servername-mediaid>`_.

Whilst we have tried to mitigate against possible XSS attacks (e.g.
https://github.com/matrix-org/synapse/pull/1021) we recommend running
matrix homeservers on a dedicated domain name, to limit any malicious user generated
content served to web browsers a matrix API from being able to attack webapps hosted
on the same domain.  This is particularly true of sharing a matrix webclient and
server on the same domain.

See https://github.com/vector-im/vector-web/issues/1977 and
https://developer.github.com/changes/2014-04-25-user-content-security for more details.


Platform Specific Instructions
==============================

Debian
------

Matrix provides official Debian packages via apt from http://matrix.org/packages/debian/.
Note that these packages do not include a client - choose one from
https://matrix.org/docs/projects/try-matrix-now/ (or build your own with one of our SDKs :)

Fedora
------

Oleg Girko provides Fedora RPMs at
https://obs.infoserver.lv/project/monitor/matrix-synapse

ArchLinux
---------

The quickest way to get up and running with ArchLinux is probably with Ivan
Shapovalov's AUR package from
https://aur.archlinux.org/packages/matrix-synapse/, which should pull in all
the necessary dependencies.

Alternatively, to install using pip a few changes may be needed as ArchLinux
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

You also may need to explicitly specify python 2.7 again during the install
request::

    pip2.7 install 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

During setup of Synapse you need to call python2.7 directly again::

    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.

FreeBSD
-------

Synapse can be installed via FreeBSD Ports or Packages contributed by Brendan Molloy from:

 - Ports: ``cd /usr/ports/net/py-matrix-synapse && make install clean``
 - Packages: ``pkg install py27-matrix-synapse``

NixOS
-----

Robin Lambertz has packaged Synapse for NixOS at:
https://github.com/NixOS/nixpkgs/blob/master/nixos/modules/services/misc/matrix-synapse.nix

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

The content repository requires additional packages and will be unable to process
uploads without them:

- 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``

Troubleshooting:

- You may need to upgrade ``setuptools`` to get this to work correctly:
  ``pip install setuptools --upgrade``.
- You may encounter errors indicating that ``ffi.h`` is missing, even with
  ``libffi-devel`` installed. If you do, copy the ``.h`` files:
  ``cp /usr/lib/libffi-3.0.13/include/*.h /usr/include``
- You may need to install libsodium from source in order to install PyNacl. If
  you do, you may need to create a symlink to ``libsodium.a`` so ``ld`` can find
  it: ``ln -s /usr/local/lib/libsodium.a /usr/lib/libsodium.a``


Troubleshooting
===============

Troubleshooting Installation
----------------------------

Synapse requires pip 1.7 or later, so if your OS provides too old a version you
may need to manually upgrade it::

    sudo pip install --upgrade pip

Installing may fail with ``Could not find any downloads that satisfy the requirement pymacaroons-pynacl (from matrix-synapse==0.12.0)``.
You can fix this by manually upgrading pip and virtualenv::

    sudo pip install --upgrade virtualenv

You can next rerun ``virtualenv -p python2.7 synapse`` to update the virtual env.

Installing may fail during installing virtualenv with ``InsecurePlatformWarning: A true SSLContext object is not available. This prevents urllib3 from configuring SSL appropriately and may cause certain SSL connections to fail. For more information, see https://urllib3.readthedocs.org/en/latest/security.html#insecureplatformwarning.``
You can fix this  by manually installing ndg-httpsclient::

    pip install --upgrade ndg-httpsclient

Installing may fail with ``mock requires setuptools>=17.1. Aborting installation``.
You can fix this by upgrading setuptools::

    pip install --upgrade setuptools

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

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

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
encryption and digital signatures.
Unfortunately PyNACL currently has a few issues
(https://github.com/pyca/pynacl/issues/53) and
(https://github.com/pyca/pynacl/issues/79) that mean it may not install
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

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

...or by editing synctl with the correct python executable.


Upgrading an existing Synapse
=============================

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

.. _federation:

Setting up Federation
=====================

In order for other homeservers to send messages to your server, it will need to
be publicly visible on the internet, and they will need to know its host name.
You have two choices here, which will influence the form of your Matrix user
IDs:

1) Use the machine's own hostname as available on public DNS in the form of
   its A records. This is easier to set up initially, perhaps for
   testing, but lacks the flexibility of SRV.

2) Set up a SRV record for your domain name. This requires you create a SRV
   record in DNS, but gives the flexibility to run the server on your own
   choice of TCP port, on a machine that might not be the same name as the
   domain name.

For the first form, simply pass the required hostname (of the machine) as the
--server-name parameter::

    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

Alternatively, you can run ``synctl start`` to guide you through the process.

For the second form, first create your SRV record and publish it in DNS. This
needs to be named _matrix._tcp.YOURDOMAIN, and point at at least one hostname
and port where the server is running.  (At the current time synapse does not
support clustering multiple servers into a single logical homeserver).  The DNS
record would then look something like::

    $ dig -t srv _matrix._tcp.machine.my.domain.name
    _matrix._tcp    IN      SRV     10 0 8448 machine.my.domain.name.


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 \
        --server-name YOURDOMAIN \
        --config-path homeserver.yaml \
        --generate-config
    python -m synapse.app.homeserver --config-path homeserver.yaml


If you've already generated the config file, you need to edit the "server_name"
in you  ```homeserver.yaml``` file. If you've already started Synapse and a
database has been created, you will have to recreate the database.

You may additionally want to pass one or more "-v" options, in order to
increase the verbosity of logging output; at least for initial testing.

Running a Demo Federation of Synapses
-------------------------------------

If you want to get up and running quickly with a trio of homeservers in a
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

This is mainly useful just for development purposes.


Using PostgreSQL
================

As of Synapse 0.9, `PostgreSQL <http://www.postgresql.org>`_ is supported as an
alternative to the `SQLite <http://sqlite.org/>`_ database that Synapse has
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.

For information on how to install and use PostgreSQL, please see
`docs/postgres.rst <docs/postgres.rst>`_.


Identity Servers
================

The job of authenticating 3PIDs and tracking which 3PIDs are associated with a
given Matrix user is very security-sensitive, as there is obvious risk of spam
if it is too easy to sign up for Matrix accounts or harvest 3PID data.
Meanwhile the job of publishing the end-to-end encryption public keys for
Matrix users is also very security-sensitive for similar reasons.

Therefore the role of managing trusted identity in the Matrix ecosystem is
farmed out to a cluster of known trusted ecosystem partners, who run 'Matrix
Identity Servers' such as ``sydent``, whose role is purely to authenticate and
track 3PID logins and publish end-user public keys.

It's currently early days for identity servers as Matrix is not yet using 3PIDs
as the primary means of identity and E2E encryption is not complete. As such,
we are running a single identity server (https://matrix.org) at the current
time.


URL Previews
============

Synapse 0.15.0 introduces a new API for previewing URLs at
``/_matrix/media/r0/preview_url``.  This 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 and netaddr python dependencies to be
installed.


Password reset
==============

If a user has registered an email address to their account using an identity
server, they can request a password-reset token via clients such as Vector.

A manual password reset can be done via direct database access as follows.

First calculate the hash of the new password::

    $ source ~/.synapse/bin/activate
    $ ./scripts/hash_password
    Password:
    Confirm password:
    $2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Then update the `users` table in the database::

    UPDATE users SET password_hash='$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
        WHERE name='@test:test.com';


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

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

This will run a process of downloading and installing all the needed
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

This should end with a 'PASSED' result::

    Ran 143 tests in 0.601s

    PASSED (successes=143)


Building Internal API Documentation
===================================

Before building internal API documentation install sphinx and
sphinxcontrib-napoleon::

    pip install sphinx
    pip install sphinxcontrib-napoleon

Building internal API documentation::

    python setup.py build_sphinx


Help!! Synapse eats all my RAM!
===============================

Synapse's architecture is quite RAM hungry currently - we deliberately
cache a lot of recent room data and metadata in RAM in order to speed up
common requests.  We'll improve this in future, but for now the easiest
way to either reduce the RAM usage (at the risk of slowing things down)
is to set the almost-undocumented ``SYNAPSE_CACHE_FACTOR`` environment
variable.  Roughly speaking, a SYNAPSE_CACHE_FACTOR of 1.0 will max out
at around 3-4GB of resident memory - this is what we currently run the
matrix.org on.  The default setting is currently 0.1, which is probably
around a ~700MB footprint.  You can dial it down further to 0.02 if
desired, which targets roughly ~512MB.  Conversely you can dial it up if
you need performance for lots of users and have a box with a lot of RAM.