Neilj/improved delegation doc 2 (#4832)
Improved federation configuration docs. Specifically detailing .well-known and SRV based delegation methods. Inspiration Valentin Lab <valentin.lab@kalysto.org> for https://github.com/matrix-org/synapse/pull/4781michaelkaye/link_to_federation_docs
Neil Johnson
GitHub
parent
b70ea3fa78
commit
8b692bf7c2
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@ -71,7 +71,8 @@ set this to the hostname of your server. For a more production-ready setup, you
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will probably want to specify your domain (`example.com`) rather than a
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matrix-specific hostname here (in the same way that your email address is
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probably `user@example.com` rather than `user@email.example.com`) - but
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doing so may require more advanced setup. - see [Setting up Federation](README.rst#setting-up-federation). Beware that the server name cannot be changed later.
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doing so may require more advanced setup: see [Setting up Federation](docs/federate.md).
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Beware that the server name cannot be changed later.
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This command will generate you a config file that you can then customise, but it will
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also generate a set of keys for you. These keys will allow your Home Server to
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@ -375,9 +376,12 @@ To configure Synapse to expose an HTTPS port, you will need to edit
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`tls_private_key_path` lines under the `TLS` section. You can either
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point these settings at an existing certificate and key, or you can
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enable Synapse's built-in ACME (Let's Encrypt) support. Instructions
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for having Synapse automatically provision and renew federation
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for having Synapse automatically provision and renew federation
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certificates through ACME can be found at [ACME.md](docs/ACME.md).
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For those of you upgrading your TLS certificate in readiness for Synapse 1.0,
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please take a look at `our guide <docs/MSC1711_certificates_FAQ.md#configuring-certificates-for-compatibility-with-synapse-100>`_.
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## Registering a user
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You will need at least one user on your server in order to use a Matrix
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215
README.rst
215
README.rst
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@ -80,7 +80,10 @@ Thanks for using Matrix!
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Synapse Installation
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====================
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For details on how to install synapse, see `<INSTALL.md>`_.
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.. _federation:
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* For details on how to install synapse, see `<INSTALL.md>`_.
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* For specific details on how to configure Synapse for federation see `docs/federate.md <docs/federate.md>`_
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Connecting to Synapse from a client
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@ -93,13 +96,13 @@ Unless you are running a test instance of Synapse on your local machine, in
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general, you will need to enable TLS support before you can successfully
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connect from a client: see `<INSTALL.md#tls-certificates>`_.
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An easy way to get started is to login or register via Riot at
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https://riot.im/app/#/login or https://riot.im/app/#/register respectively.
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An easy way to get started is to login or register via Riot at
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https://riot.im/app/#/login or https://riot.im/app/#/register respectively.
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You will need to change the server you are logging into from ``matrix.org``
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and instead specify a Homeserver URL of ``https://<server_name>:8448``
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(or just ``https://<server_name>`` if you are using a reverse proxy).
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(Leave the identity server as the default - see `Identity servers`_.)
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If you prefer to use another client, refer to our
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and instead specify a Homeserver URL of ``https://<server_name>:8448``
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(or just ``https://<server_name>`` if you are using a reverse proxy).
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(Leave the identity server as the default - see `Identity servers`_.)
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If you prefer to use another client, refer to our
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`client breakdown <https://matrix.org/docs/projects/clients-matrix>`_.
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If all goes well you should at least be able to log in, create a room, and
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@ -151,56 +154,6 @@ server on the same domain.
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See https://github.com/vector-im/riot-web/issues/1977 and
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https://developer.github.com/changes/2014-04-25-user-content-security for more details.
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Troubleshooting
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===============
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Running out of File Handles
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---------------------------
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If synapse runs out of filehandles, it typically fails badly - live-locking
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at 100% CPU, and/or failing to accept new TCP connections (blocking the
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connecting client). Matrix currently can legitimately use a lot of file handles,
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thanks to busy rooms like #matrix:matrix.org containing hundreds of participating
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servers. The first time a server talks in a room it will try to connect
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simultaneously to all participating servers, which could exhaust the available
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file descriptors between DNS queries & HTTPS sockets, especially if DNS is slow
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to respond. (We need to improve the routing algorithm used to be better than
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full mesh, but as of June 2017 this hasn't happened yet).
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If you hit this failure mode, we recommend increasing the maximum number of
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open file handles to be at least 4096 (assuming a default of 1024 or 256).
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This is typically done by editing ``/etc/security/limits.conf``
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Separately, Synapse may leak file handles if inbound HTTP requests get stuck
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during processing - e.g. blocked behind a lock or talking to a remote server etc.
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This is best diagnosed by matching up the 'Received request' and 'Processed request'
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log lines and looking for any 'Processed request' lines which take more than
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a few seconds to execute. Please let us know at #synapse:matrix.org if
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you see this failure mode so we can help debug it, however.
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Help!! Synapse eats all my RAM!
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-------------------------------
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Synapse's architecture is quite RAM hungry currently - we deliberately
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cache a lot of recent room data and metadata in RAM in order to speed up
|
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common requests. We'll improve this in future, but for now the easiest
|
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way to either reduce the RAM usage (at the risk of slowing things down)
|
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is to set the almost-undocumented ``SYNAPSE_CACHE_FACTOR`` environment
|
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variable. The default is 0.5, which can be decreased to reduce RAM usage
|
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in memory constrained enviroments, or increased if performance starts to
|
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degrade.
|
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|
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Using `libjemalloc <http://jemalloc.net/>`_ can also yield a significant
|
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improvement in overall amount, and especially in terms of giving back RAM
|
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to the OS. To use it, the library must simply be put in the LD_PRELOAD
|
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environment variable when launching Synapse. On Debian, this can be done
|
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by installing the ``libjemalloc1`` package and adding this line to
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``/etc/default/matrix-synapse``::
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LD_PRELOAD=/usr/lib/x86_64-linux-gnu/libjemalloc.so.1
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This can make a significant difference on Python 2.7 - it's unclear how
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much of an improvement it provides on Python 3.x.
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Upgrading an existing Synapse
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=============================
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@ -211,100 +164,19 @@ versions of synapse.
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.. _UPGRADE.rst: UPGRADE.rst
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.. _federation:
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Setting up Federation
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=====================
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Federation is the process by which users on different servers can participate
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in the same room. For this to work, those other servers must be able to contact
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yours to send messages.
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The ``server_name`` in your ``homeserver.yaml`` file determines the way that
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other servers will reach yours. By default, they will treat it as a hostname
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and try to connect to port 8448. This is easy to set up and will work with the
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default configuration, provided you set the ``server_name`` to match your
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machine's public DNS hostname, and give Synapse a TLS certificate which is
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valid for your ``server_name``.
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For a more flexible configuration, you can set up a DNS SRV record. This allows
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you to run your server on a machine that might not have the same name as your
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domain name. For example, you might want to run your server at
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``synapse.example.com``, but have your Matrix user-ids look like
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``@user:example.com``. (A SRV record also allows you to change the port from
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the default 8448).
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To use a SRV record, first create your SRV record and publish it in DNS. This
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should have the format ``_matrix._tcp.<yourdomain.com> <ttl> IN SRV 10 0 <port>
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<synapse.server.name>``. The DNS record should then look something like::
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$ dig -t srv _matrix._tcp.example.com
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_matrix._tcp.example.com. 3600 IN SRV 10 0 8448 synapse.example.com.
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Note that the server hostname cannot be an alias (CNAME record): it has to point
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directly to the server hosting the synapse instance.
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You can then configure your homeserver to use ``<yourdomain.com>`` as the domain in
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its user-ids, by setting ``server_name``::
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python -m synapse.app.homeserver \
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--server-name <yourdomain.com> \
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--config-path homeserver.yaml \
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--generate-config
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python -m synapse.app.homeserver --config-path homeserver.yaml
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If you've already generated the config file, you need to edit the ``server_name``
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in your ``homeserver.yaml`` file. If you've already started Synapse and a
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database has been created, you will have to recreate the database.
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If all goes well, you should be able to `connect to your server with a client`__,
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and then join a room via federation. (Try ``#matrix-dev:matrix.org`` as a first
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step. "Matrix HQ"'s sheer size and activity level tends to make even the
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largest boxes pause for thought.)
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.. __: `Connecting to Synapse from a client`_
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Troubleshooting
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---------------
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You can use the `federation tester <https://matrix.org/federationtester>`_ to
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check if your homeserver is all set.
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The typical failure mode with federation is that when you try to join a room,
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it is rejected with "401: Unauthorized". Generally this means that other
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servers in the room couldn't access yours. (Joining a room over federation is a
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complicated dance which requires connections in both directions).
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So, things to check are:
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* If you are not using a SRV record, check that your ``server_name`` (the part
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of your user-id after the ``:``) matches your hostname, and that port 8448 on
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that hostname is reachable from outside your network.
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* If you *are* using a SRV record, check that it matches your ``server_name``
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(it should be ``_matrix._tcp.<server_name>``), and that the port and hostname
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it specifies are reachable from outside your network.
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Another common problem is that people on other servers can't join rooms that
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you invite them to. This can be caused by an incorrectly-configured reverse
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proxy: see `<docs/reverse_proxy.rst>`_ for instructions on how to correctly
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configure a reverse proxy.
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Running a Demo Federation of Synapses
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-------------------------------------
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If you want to get up and running quickly with a trio of homeservers in a
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private federation, there is a script in the ``demo`` directory. This is mainly
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useful just for development purposes. See `<demo/README>`_.
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Using PostgreSQL
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================
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As of Synapse 0.9, `PostgreSQL <https://www.postgresql.org>`_ is supported as an
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alternative to the `SQLite <https://sqlite.org/>`_ database that Synapse has
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traditionally used for convenience and simplicity.
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Synapse offers two database engines:
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* `SQLite <https://sqlite.org/>`_
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* `PostgreSQL <https://www.postgresql.org>`_
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The advantages of Postgres include:
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By default Synapse uses SQLite in and doing so trades performance for convenience.
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SQLite is only recommended in Synapse for testing purposes or for servers with
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light workloads.
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Almost all installations should opt to use PostreSQL. Advantages include:
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* significant performance improvements due to the superior threading and
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caching model, smarter query optimiser
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@ -440,3 +312,54 @@ sphinxcontrib-napoleon::
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Building internal API documentation::
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python setup.py build_sphinx
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Troubleshooting
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===============
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|
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Running out of File Handles
|
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---------------------------
|
||||
|
||||
If synapse runs out of file handles, it typically fails badly - live-locking
|
||||
at 100% CPU, and/or failing to accept new TCP connections (blocking the
|
||||
connecting client). Matrix currently can legitimately use a lot of file handles,
|
||||
thanks to busy rooms like #matrix:matrix.org containing hundreds of participating
|
||||
servers. The first time a server talks in a room it will try to connect
|
||||
simultaneously to all participating servers, which could exhaust the available
|
||||
file descriptors between DNS queries & HTTPS sockets, especially if DNS is slow
|
||||
to respond. (We need to improve the routing algorithm used to be better than
|
||||
full mesh, but as of March 2019 this hasn't happened yet).
|
||||
|
||||
If you hit this failure mode, we recommend increasing the maximum number of
|
||||
open file handles to be at least 4096 (assuming a default of 1024 or 256).
|
||||
This is typically done by editing ``/etc/security/limits.conf``
|
||||
|
||||
Separately, Synapse may leak file handles if inbound HTTP requests get stuck
|
||||
during processing - e.g. blocked behind a lock or talking to a remote server etc.
|
||||
This is best diagnosed by matching up the 'Received request' and 'Processed request'
|
||||
log lines and looking for any 'Processed request' lines which take more than
|
||||
a few seconds to execute. Please let us know at #synapse:matrix.org if
|
||||
you see this failure mode so we can help debug it, however.
|
||||
|
||||
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 the 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. The default is 0.5, which can be decreased to reduce RAM usage
|
||||
in memory constrained enviroments, or increased if performance starts to
|
||||
degrade.
|
||||
|
||||
Using `libjemalloc <http://jemalloc.net/>`_ can also yield a significant
|
||||
improvement in overall amount, and especially in terms of giving back RAM
|
||||
to the OS. To use it, the library must simply be put in the LD_PRELOAD
|
||||
environment variable when launching Synapse. On Debian, this can be done
|
||||
by installing the ``libjemalloc1`` package and adding this line to
|
||||
``/etc/default/matrix-synapse``::
|
||||
|
||||
LD_PRELOAD=/usr/lib/x86_64-linux-gnu/libjemalloc.so.1
|
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|
||||
This can make a significant difference on Python 2.7 - it's unclear how
|
||||
much of an improvement it provides on Python 3.x.
|
||||
|
|
|
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|
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@ -0,0 +1 @@
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Improve federation documentation, specifically .well-known support. Many thanks to @vaab.
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@ -0,0 +1,126 @@
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Setting up Federation
|
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=====================
|
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|
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Federation is the process by which users on different servers can participate
|
||||
in the same room. For this to work, those other servers must be able to contact
|
||||
yours to send messages.
|
||||
|
||||
The ``server_name`` configured in the Synapse configuration file (often
|
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``homeserver.yaml``) defines how resources (users, rooms, etc.) will be
|
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identified (eg: ``@user:example.com``, ``#room:example.com``). By
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default, it is also the domain that other servers will use to
|
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try to reach your server (via port 8448). This is easy to set
|
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up and will work provided you set the ``server_name`` to match your
|
||||
machine's public DNS hostname, and provide Synapse with a TLS certificate
|
||||
which is valid for your ``server_name``.
|
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|
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Once you have completed the steps necessary to federate, you should be able to
|
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join a room via federation. (A good place to start is ``#synapse:matrix.org``
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- a room for Synapse admins.)
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## Delegation
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For a more flexible configuration, you can have ``server_name``
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resources (eg: ``@user:example.com``) served by a different host and
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port (eg: ``synapse.example.com:443``). There are two ways to do this:
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- adding a ``/.well-known/matrix/server`` URL served on ``https://example.com``.
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- adding a DNS ``SRV`` record in the DNS zone of domain
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``example.com``.
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Without configuring delegation, the matrix federation will
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expect to find your server via ``example.com:8448``. The following methods
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allow you retain a `server_name` of `example.com` so that your user IDs, room
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aliases, etc continue to look like `*:example.com`, whilst having your
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federation traffic routed to a different server.
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### .well-known delegation
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To use this method, you need to be able to alter the
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``server_name`` 's https server to serve the ``/.well-known/matrix/server``
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URL. Having an active server (with a valid TLS certificate) serving your
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``server_name`` domain is out of the scope of this documentation.
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The URL ``https://<server_name>/.well-known/matrix/server`` should
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return a JSON structure containing the key ``m.server`` like so:
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{
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"m.server": "<synapse.server.name>[:<yourport>]"
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}
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In our example, this would mean that URL ``https://example.com/.well-known/matrix/server``
|
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should return:
|
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|
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{
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"m.server": "synapse.example.com:443"
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}
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Note, specifying a port is optional. If a port is not specified an SRV lookup
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is performed, as described below. If the target of the
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delegation does not have an SRV record, then the port defaults to 8448.
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|
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Most installations will not need to configure .well-known. However, it can be
|
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useful in cases where the admin is hosting on behalf of someone else and
|
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therefore cannot gain access to the necessary certificate. With .well-known,
|
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federation servers will check for a valid TLS certificate for the delegated
|
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hostname (in our example: ``synapse.example.com``).
|
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|
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.well-known support first appeared in Synapse v0.99.0. To federate with older
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servers you may need to additionally configure SRV delegation. Alternatively,
|
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encourage the server admin in question to upgrade :).
|
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|
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### DNS SRV delegation
|
||||
|
||||
To use this delegation method, you need to have write access to your
|
||||
``server_name`` 's domain zone DNS records (in our example it would be
|
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``example.com`` DNS zone).
|
||||
|
||||
This method requires the target server to provide a
|
||||
valid TLS certificate for the original ``server_name``.
|
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domain zone.
|
||||
|
||||
You need to add a SRV record in your ``server_name`` 's DNS zone with
|
||||
this format:
|
||||
|
||||
_matrix._tcp.<yourdomain.com> <ttl> IN SRV <priority> <weight> <port> <synapse.server.name>
|
||||
|
||||
In our example, we would need to add this SRV record in the
|
||||
``example.com`` DNS zone:
|
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|
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_matrix._tcp.example.com. 3600 IN SRV 10 5 443 synapse.example.com.
|
||||
|
||||
|
||||
Once done and set up, you can check the DNS record with ``dig -t srv
|
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_matrix._tcp.<server_name>``. In our example, we would expect this:
|
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|
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$ dig -t srv _matrix._tcp.example.com
|
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_matrix._tcp.example.com. 3600 IN SRV 10 0 443 synapse.example.com.
|
||||
|
||||
Note that the target of a SRV record cannot be an alias (CNAME record): it has to point
|
||||
directly to the server hosting the synapse instance.
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
You can use the [federation tester](
|
||||
<https://matrix.org/federationtester>) to check if your homeserver is
|
||||
configured correctly. Alternatively try the [JSON API used by the federation tester](https://matrix.org/federationtester/api/report?server_name=DOMAIN).
|
||||
Note that you'll have to modify this URL to replace ``DOMAIN`` with your
|
||||
``server_name``. Hitting the API directly provides extra detail.
|
||||
|
||||
The typical failure mode for federation is that when the server tries to join
|
||||
a room, it is rejected with "401: Unauthorized". Generally this means that other
|
||||
servers in the room could not access yours. (Joining a room over federation is
|
||||
a complicated dance which requires connections in both directions).
|
||||
|
||||
Another common problem is that people on other servers can't join rooms that
|
||||
you invite them to. This can be caused by an incorrectly-configured reverse
|
||||
proxy: see [reverse_proxy.rst](<reverse_proxy.rst>) for instructions on how to correctly
|
||||
configure a reverse proxy.
|
||||
|
||||
|
||||
## Running a Demo Federation of Synapses
|
||||
|
||||
If you want to get up and running quickly with a trio of homeservers in a
|
||||
private federation, there is a script in the ``demo`` directory. This is mainly
|
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useful just for development purposes. See [demo/README](<../demo/README>).
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Reference in New Issue