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1.0 upgrade/install notes

2019-06-06 17:23:02 +01:00

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Upgrading Synapse

Before upgrading check if any special steps are required to upgrade from the what you currently have installed to current version of synapse. The extra instructions that may be required are listed later in this document.

If synapse was installed in a virtualenv then activate that virtualenv before upgrading. If synapse is installed in a virtualenv in ~/synapse/env then run:
```
source ~/synapse/env/bin/activate
```

If synapse was installed using pip then upgrade to the latest version by running:

pip install --upgrade matrix-synapse[all]

# restart synapse
synctl restart

If synapse was installed using git then upgrade to the latest version by running:

# Pull the latest version of the master branch.
git pull

# Update synapse and its python dependencies.
pip install --upgrade .[all]

# restart synapse
./synctl restart

To check whether your update was successful, you can check the Server header returned by the Client-Server API:

# replace <host.name> with the hostname of your synapse homeserver.
# You may need to specify a port (eg, :8448) if your server is not
# configured on port 443.
curl -kv https://<host.name>/_matrix/client/versions 2>&1 | grep "Server:"

Upgrading to v1.0

Validation of TLS certificates

Synapse v1.0 is the first release to enforce validation of TLS certificates for the federation API. It is therefore essential that your certificates are correctly configured. See the FAQ for more information.

Note, v1.0 installations will also no longer be able to federate with servers that have not correctly configured their certificates.

In rare cases, it may be desirable to disable certificate checking: for example, it might be essential to be able to federate with a given legacy server in a closed federation. This can be done in one of two ways:-

Configure the global switch federation_verify_certificates to false.
Configure a whitelist of server domains to trust via federation_certificate_verification_whitelist.

See the sample configuration file for more details on these settings.

Email

When a user requests a password reset, Synapse will send an email to the user to confirm the request.

Previous versions of Synapse delegated the job of sending this email to an identity server. If the identity server was somehow malicious or became compromised, it would be theoretically possible to hijack an account through this means.

Therefore, by default, Synapse v1.0 will send the confirmation email itself. If Synapse is not configured with an SMTP server, password reset via email will be disabled.

To configure an SMTP server for Synapse, modify the configuration section headed email, and be sure to have at least the smtp_host, smtp_port and notif_from fields filled out. You may also need to set smtp_user, smtp_pass, and require_transport_security.

If you are absolutely certain that you wish to continue using an identity server for password resets, set trust_identity_server_for_password_resets to true.

See the sample configuration file for more details on these settings.

Upgrading to v0.99.0

Please be aware that, before Synapse v1.0 is released around March 2019, you will need to replace any self-signed certificates with those verified by a root CA. Information on how to do so can be found at the ACME docs.

For more information on configuring TLS certificates see the FAQ.

Upgrading to v0.34.0

This release is the first to fully support Python 3. Synapse will now run on Python versions 3.5, or 3.6 (as well as 2.7). We recommend switching to Python 3, as it has been shown to give performance improvements.

For users who have installed Synapse into a virtualenv, we recommend doing this by creating a new virtualenv. For example:
```
virtualenv -p python3 ~/synapse/env3
source ~/synapse/env3/bin/activate
pip install matrix-synapse
```
You can then start synapse as normal, having activated the new virtualenv:
```
cd ~/synapse
source env3/bin/activate
synctl start
```
Users who have installed from distribution packages should see the relevant package documentation. See below for notes on Debian packages.
- When upgrading to Python 3, you must make sure that your log files are configured as UTF-8, by adding encoding: utf8 to the RotatingFileHandler configuration (if you have one) in your <server>.log.config file. For example, if your log.config file contains:
```
handlers:
  file:
    class: logging.handlers.RotatingFileHandler
    formatter: precise
    filename: homeserver.log
    maxBytes: 104857600
    backupCount: 10
    filters: [context]
  console:
    class: logging.StreamHandler
    formatter: precise
    filters: [context]
```
  Then you should update this to be:
```
handlers:
  file:
    class: logging.handlers.RotatingFileHandler
    formatter: precise
    filename: homeserver.log
    maxBytes: 104857600
    backupCount: 10
    filters: [context]
    encoding: utf8
  console:
    class: logging.StreamHandler
    formatter: precise
    filters: [context]
```
  There is no need to revert this change if downgrading to Python 2.
We are also making available Debian packages which will run Synapse on Python 3. You can switch to these packages with apt-get install matrix-synapse-py3, however, please read debian/NEWS before doing so. The existing matrix-synapse packages will continue to use Python 2 for the time being.
This release removes the riot.im from the default list of trusted identity servers.

If riot.im is in your homeserver's list of trusted_third_party_id_servers, you should remove it. It was added in case a hypothetical future identity server was put there. If you don't remove it, users may be unable to deactivate their accounts.
This release no longer installs the (unmaintained) Matrix Console web client as part of the default installation. It is possible to re-enable it by installing it separately and setting the web_client_location config option, but please consider switching to another client.

Upgrading to v0.33.7

This release removes the example email notification templates from res/templates (they are now internal to the python package). This should only affect you if you (a) deploy your Synapse instance from a git checkout or a github snapshot URL, and (b) have email notifications enabled.

If you have email notifications enabled, you should ensure that email.template_dir is either configured to point at a directory where you have installed customised templates, or leave it unset to use the default templates.

Upgrading to v0.27.3

This release expands the anonymous usage stats sent if the opt-in report_stats configuration is set to true. We now capture RSS memory and cpu use at a very coarse level. This requires administrators to install the optional psutil python module.

We would appreciate it if you could assist by ensuring this module is available and report_stats is enabled. This will let us see if performance changes to synapse are having an impact to the general community.

Upgrading to v0.15.0

If you want to use the new URL previewing API (/_matrix/media/r0/preview_url) then you have to explicitly enable it in the config and update your dependencies dependencies. See README.rst for details.

Upgrading to v0.11.0

This release includes the option to send anonymous usage stats to matrix.org, and requires that administrators explictly opt in or out by setting the report_stats option to either true or false.

We would really appreciate it if you could help our project out by reporting anonymized usage statistics from your homeserver. Only very basic aggregate data (e.g. number of users) will be reported, but it helps us to track the growth of the Matrix community, and helps us to make Matrix a success, as well as to convince other networks that they should peer with us.

Upgrading to v0.9.0

Application services have had a breaking API change in this version.

They can no longer register themselves with a home server using the AS HTTP API. This 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