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Upgrading Synapse
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=================
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Before upgrading check if any special steps are required to upgrade from the
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what you currently have installed to current version of Synapse. The extra
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instructions that may be required are listed later in this document.
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* If Synapse was installed using `prebuilt packages
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<INSTALL.md#prebuilt-packages>`_, you will need to follow the normal process
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for upgrading those packages.
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* If Synapse was installed from source, then:
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1. Activate the virtualenv before upgrading. For example, if Synapse is
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installed in a virtualenv in ``~/synapse/env`` then run:
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.. code:: bash
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source ~/synapse/env/bin/activate
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2. If Synapse was installed using pip then upgrade to the latest version by
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running:
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.. code:: bash
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pip install --upgrade matrix-synapse
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If Synapse was installed using git then upgrade to the latest version by
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running:
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.. code:: bash
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git pull
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pip install --upgrade .
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3. Restart Synapse:
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.. code:: bash
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./synctl restart
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To check whether your update was successful, you can check the running server
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version with:
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.. code:: bash
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# you may need to replace 'localhost:8008' if synapse is not configured
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# to listen on port 8008.
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curl http://localhost:8008/_synapse/admin/v1/server_version
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Rolling back to older versions
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------------------------------
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Rolling back to previous releases can be difficult, due to database schema
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changes between releases. Where we have been able to test the rollback process,
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this will be noted below.
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In general, you will need to undo any changes made during the upgrade process,
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for example:
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* pip:
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.. code:: bash
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source env/bin/activate
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# replace `1.3.0` accordingly:
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pip install matrix-synapse==1.3.0
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* Debian:
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.. code:: bash
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# replace `1.3.0` and `stretch` accordingly:
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wget https://packages.matrix.org/debian/pool/main/m/matrix-synapse-py3/matrix-synapse-py3_1.3.0+stretch1_amd64.deb
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dpkg -i matrix-synapse-py3_1.3.0+stretch1_amd64.deb
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Upgrading to v1.4.0
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===================
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New custom templates
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--------------------
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If you have configured a custom template directory with the
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``email.template_dir`` option, be aware that there are new templates regarding
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registration and threepid management (see below) that must be included.
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* ``registration.html`` and ``registration.txt``
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* ``registration_success.html`` and ``registration_failure.html``
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* ``add_threepid.html`` and ``add_threepid.txt``
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* ``add_threepid_failure.html`` and ``add_threepid_success.html``
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Synapse will expect these files to exist inside the configured template
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directory, and **will fail to start** if they are absent.
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To view the default templates, see `synapse/res/templates
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<https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
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3pid verification changes
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-------------------------
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**Note: As of this release, users will be unable to add phone numbers or email
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addresses to their accounts, without changes to the Synapse configuration. This
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includes adding an email address during registration.**
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It is possible for a user to associate an email address or phone number
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with their account, for a number of reasons:
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* for use when logging in, as an alternative to the user id.
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* in the case of email, as an alternative contact to help with account recovery.
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* in the case of email, to receive notifications of missed messages.
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Before an email address or phone number can be added to a user's account,
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or before such an address is used to carry out a password-reset, Synapse must
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confirm the operation with the owner of the email address or phone number.
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It does this by sending an email or text giving the user a link or token to confirm
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receipt. This process is known as '3pid verification'. ('3pid', or 'threepid',
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stands for third-party identifier, and we use it to refer to external
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identifiers such as email addresses and phone numbers.)
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Previous versions of Synapse delegated the task of 3pid verification to an
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identity server by default. In most cases this server is ``vector.im`` or
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``matrix.org``.
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In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
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longer delegate this task to an identity server by default. Instead,
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the server administrator will need to explicitly decide how they would like the
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verification messages to be sent.
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In the medium term, the ``vector.im`` and ``matrix.org`` identity servers will
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disable support for delegated 3pid verification entirely. However, in order to
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ease the transition, they will retain the capability for a limited
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period. Delegated email verification will be disabled on Monday 2nd December
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2019 (giving roughly 2 months notice). Disabling delegated SMS verification
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will follow some time after that once SMS verification support lands in
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Synapse.
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Once delegated 3pid verification support has been disabled in the ``vector.im`` and
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``matrix.org`` identity servers, all Synapse versions that depend on those
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instances will be unable to verify email and phone numbers through them. There
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are no imminent plans to remove delegated 3pid verification from Sydent
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generally. (Sydent is the identity server project that backs the ``vector.im`` and
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``matrix.org`` instances).
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Email
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~~~~~
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Following upgrade, to continue verifying email (e.g. as part of the
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registration process), admins can either:-
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* Configure Synapse to use an email server.
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* Run or choose an identity server which allows delegated email verification
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and delegate to it.
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Configure SMTP in Synapse
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+++++++++++++++++++++++++
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To configure an SMTP server for Synapse, modify the configuration section
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headed ``email``, and be sure to have at least the ``smtp_host, smtp_port``
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and ``notif_from`` fields filled out.
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You may also need to set ``smtp_user``, ``smtp_pass``, and
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``require_transport_security``.
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See the `sample configuration file <docs/sample_config.yaml>`_ for more details
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on these settings.
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Delegate email to an identity server
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++++++++++++++++++++++++++++++++++++
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Some admins will wish to continue using email verification as part of the
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registration process, but will not immediately have an appropriate SMTP server
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at hand.
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To this end, we will continue to support email verification delegation via the
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``vector.im`` and ``matrix.org`` identity servers for two months. Support for
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delegated email verification will be disabled on Monday 2nd December.
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The ``account_threepid_delegates`` dictionary defines whether the homeserver
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should delegate an external server (typically an `identity server
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<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
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confirmation messages via email and SMS.
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So to delegate email verification, in ``homeserver.yaml``, set
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``account_threepid_delegates.email`` to the base URL of an identity server. For
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example:
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.. code:: yaml
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account_threepid_delegates:
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email: https://example.com # Delegate email sending to example.com
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Note that ``account_threepid_delegates.email`` replaces the deprecated
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``email.trust_identity_server_for_password_resets``: if
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``email.trust_identity_server_for_password_resets`` is set to ``true``, and
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``account_threepid_delegates.email`` is not set, then the first entry in
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``trusted_third_party_id_servers`` will be used as the
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``account_threepid_delegate`` for email. This is to ensure compatibility with
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existing Synapse installs that set up external server handling for these tasks
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before v1.4.0. If ``email.trust_identity_server_for_password_resets`` is
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``true`` and no trusted identity server domains are configured, Synapse will
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report an error and refuse to start.
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If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent
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and no ``email`` delegate is configured in ``account_threepid_delegates``,
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then Synapse will send email verification messages itself, using the configured
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SMTP server (see above).
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that type.
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Phone numbers
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~~~~~~~~~~~~~
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Synapse does not support phone-number verification itself, so the only way to
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maintain the ability for users to add phone numbers to their accounts will be
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by continuing to delegate phone number verification to the ``matrix.org`` and
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``vector.im`` identity servers (or another identity server that supports SMS
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sending).
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The ``account_threepid_delegates`` dictionary defines whether the homeserver
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should delegate an external server (typically an `identity server
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<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
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confirmation messages via email and SMS.
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So to delegate phone number verification, in ``homeserver.yaml``, set
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``account_threepid_delegates.msisdn`` to the base URL of an identity
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server. For example:
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.. code:: yaml
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account_threepid_delegates:
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msisdn: https://example.com # Delegate sms sending to example.com
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The ``matrix.org`` and ``vector.im`` identity servers will continue to support
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delegated phone number verification via SMS until such time as it is possible
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for admins to configure their servers to perform phone number verification
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directly. More details will follow in a future release.
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Rolling back to v1.3.1
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----------------------
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If you encounter problems with v1.4.0, it should be possible to roll back to
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v1.3.1, subject to the following:
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* The 'room statistics' engine was heavily reworked in this release (see
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`#5971 <https://github.com/matrix-org/synapse/pull/5971>`_), including
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significant changes to the database schema, which are not easily
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reverted. This will cause the room statistics engine to stop updating when
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you downgrade.
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The room statistics are essentially unused in v1.3.1 (in future versions of
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Synapse, they will be used to populate the room directory), so there should
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be no loss of functionality. However, the statistics engine will write errors
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to the logs, which can be avoided by setting the following in
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`homeserver.yaml`:
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.. code:: yaml
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stats:
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enabled: false
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Don't forget to re-enable it when you upgrade again, in preparation for its
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use in the room directory!
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Upgrading to v1.2.0
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===================
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Some counter metrics have been renamed, with the old names deprecated. See
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`the metrics documentation <docs/metrics-howto.md#renaming-of-metrics--deprecation-of-old-names-in-12>`_
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for details.
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Upgrading to v1.1.0
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===================
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Synapse v1.1.0 removes support for older Python and PostgreSQL versions, as
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outlined in `our deprecation notice <https://matrix.org/blog/2019/04/08/synapse-deprecating-postgres-9-4-and-python-2-x>`_.
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Minimum Python Version
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----------------------
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Synapse v1.1.0 has a minimum Python requirement of Python 3.5. Python 3.6 or
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Python 3.7 are recommended as they have improved internal string handling,
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significantly reducing memory usage.
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If you use current versions of the Matrix.org-distributed Debian packages or
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Docker images, action is not required.
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If you install Synapse in a Python virtual environment, please see "Upgrading to
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v0.34.0" for notes on setting up a new virtualenv under Python 3.
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Minimum PostgreSQL Version
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--------------------------
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If using PostgreSQL under Synapse, you will need to use PostgreSQL 9.5 or above.
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Please see the
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`PostgreSQL documentation <https://www.postgresql.org/docs/11/upgrading.html>`_
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for more details on upgrading your database.
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Upgrading to v1.0
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=================
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Validation of TLS certificates
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------------------------------
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Synapse v1.0 is the first release to enforce
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validation of TLS certificates for the federation API. It is therefore
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essential that your certificates are correctly configured. See the `FAQ
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<docs/MSC1711_certificates_FAQ.md>`_ for more information.
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Note, v1.0 installations will also no longer be able to federate with servers
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that have not correctly configured their certificates.
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In rare cases, it may be desirable to disable certificate checking: for
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example, it might be essential to be able to federate with a given legacy
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server in a closed federation. This can be done in one of two ways:-
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* Configure the global switch ``federation_verify_certificates`` to ``false``.
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* Configure a whitelist of server domains to trust via ``federation_certificate_verification_whitelist``.
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See the `sample configuration file <docs/sample_config.yaml>`_
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for more details on these settings.
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Email
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-----
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When a user requests a password reset, Synapse will send an email to the
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user to confirm the request.
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Previous versions of Synapse delegated the job of sending this email to an
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identity server. If the identity server was somehow malicious or became
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compromised, it would be theoretically possible to hijack an account through
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this means.
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Therefore, by default, Synapse v1.0 will send the confirmation email itself. If
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Synapse is not configured with an SMTP server, password reset via email will be
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disabled.
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To configure an SMTP server for Synapse, modify the configuration section
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headed ``email``, and be sure to have at least the ``smtp_host``, ``smtp_port``
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and ``notif_from`` fields filled out. You may also need to set ``smtp_user``,
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``smtp_pass``, and ``require_transport_security``.
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If you are absolutely certain that you wish to continue using an identity
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server for password resets, set ``trust_identity_server_for_password_resets`` to ``true``.
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See the `sample configuration file <docs/sample_config.yaml>`_
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for more details on these settings.
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New email templates
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---------------
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Some new templates have been added to the default template directory for the purpose of the
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homeserver sending its own password reset emails. If you have configured a custom
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``template_dir`` in your Synapse config, these files will need to be added.
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``password_reset.html`` and ``password_reset.txt`` are HTML and plain text templates
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respectively that contain the contents of what will be emailed to the user upon attempting to
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reset their password via email. ``password_reset_success.html`` and
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``password_reset_failure.html`` are HTML files that the content of which (assuming no redirect
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URL is set) will be shown to the user after they attempt to click the link in the email sent
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to them.
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Upgrading to v0.99.0
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====================
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Please be aware that, before Synapse v1.0 is released around March 2019, you
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will need to replace any self-signed certificates with those verified by a
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root CA. Information on how to do so can be found at `the ACME docs
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<docs/ACME.md>`_.
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For more information on configuring TLS certificates see the `FAQ <docs/MSC1711_certificates_FAQ.md>`_.
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Upgrading to v0.34.0
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====================
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1. This release is the first to fully support Python 3. Synapse will now run on
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Python versions 3.5, or 3.6 (as well as 2.7). We recommend switching to
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Python 3, as it has been shown to give performance improvements.
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For users who have installed Synapse into a virtualenv, we recommend doing
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this by creating a new virtualenv. For example::
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virtualenv -p python3 ~/synapse/env3
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source ~/synapse/env3/bin/activate
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pip install matrix-synapse
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You can then start synapse as normal, having activated the new virtualenv::
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cd ~/synapse
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source env3/bin/activate
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synctl start
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Users who have installed from distribution packages should see the relevant
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package documentation. See below for notes on Debian packages.
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* When upgrading to Python 3, you **must** make sure that your log files are
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configured as UTF-8, by adding ``encoding: utf8`` to the
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``RotatingFileHandler`` configuration (if you have one) in your
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``<server>.log.config`` file. For example, if your ``log.config`` file
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contains::
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handlers:
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file:
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class: logging.handlers.RotatingFileHandler
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formatter: precise
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filename: homeserver.log
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maxBytes: 104857600
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backupCount: 10
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filters: [context]
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console:
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class: logging.StreamHandler
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formatter: precise
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filters: [context]
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Then you should update this to be::
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handlers:
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file:
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class: logging.handlers.RotatingFileHandler
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formatter: precise
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filename: homeserver.log
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maxBytes: 104857600
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backupCount: 10
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filters: [context]
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encoding: utf8
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console:
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class: logging.StreamHandler
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formatter: precise
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filters: [context]
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There is no need to revert this change if downgrading to Python 2.
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We are also making available Debian packages which will run Synapse on
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Python 3. You can switch to these packages with ``apt-get install
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matrix-synapse-py3``, however, please read `debian/NEWS
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<https://github.com/matrix-org/synapse/blob/release-v0.34.0/debian/NEWS>`_
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before doing so. The existing ``matrix-synapse`` packages will continue to
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use Python 2 for the time being.
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2. This release removes the ``riot.im`` from the default list of trusted
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identity servers.
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If ``riot.im`` is in your homeserver's list of
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``trusted_third_party_id_servers``, you should remove it. It was added in
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case a hypothetical future identity server was put there. If you don't
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remove it, users may be unable to deactivate their accounts.
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3. This release no longer installs the (unmaintained) Matrix Console web client
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as part of the default installation. It is possible to re-enable it by
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installing it separately and setting the ``web_client_location`` config
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option, but please consider switching to another client.
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Upgrading to v0.33.7
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====================
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This release removes the example email notification templates from
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``res/templates`` (they are now internal to the python package). This should
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only affect you if you (a) deploy your Synapse instance from a git checkout or
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a github snapshot URL, and (b) have email notifications enabled.
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If you have email notifications enabled, you should ensure that
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``email.template_dir`` is either configured to point at a directory where you
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have installed customised templates, or leave it unset to use the default
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templates.
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Upgrading to v0.27.3
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====================
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This release expands the anonymous usage stats sent if the opt-in
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``report_stats`` configuration is set to ``true``. We now capture RSS memory
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and cpu use at a very coarse level. This requires administrators to install
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the optional ``psutil`` python module.
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We would appreciate it if you could assist by ensuring this module is available
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and ``report_stats`` is enabled. This will let us see if performance changes to
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synapse are having an impact to the general community.
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Upgrading to v0.15.0
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====================
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If you want to use the new URL previewing API (/_matrix/media/r0/preview_url)
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then you have to explicitly enable it in the config and update your dependencies
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dependencies. See README.rst for details.
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Upgrading to v0.11.0
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====================
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This release includes the option to send anonymous usage stats to matrix.org,
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and requires that administrators explictly opt in or out by setting the
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``report_stats`` option to either ``true`` or ``false``.
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We would really appreciate it if you could help our project out by reporting
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anonymized usage statistics from your homeserver. Only very basic aggregate
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data (e.g. number of users) will be reported, but it helps us to track the
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growth of the Matrix community, and helps us to make Matrix a success, as well
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as to convince other networks that they should peer with us.
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Upgrading to v0.9.0
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===================
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Application services have had a breaking API change in this version.
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They can no longer register themselves with a home server using the AS HTTP API. This
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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.
|