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watcha-synapse/INSTALL.md

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Installation Instructions

There are 3 steps to follow under Installation Instructions.

Choosing your server name

It is important to choose the name for your server before you install Synapse, because it cannot be changed later.

The server name determines the "domain" part of user-ids for users on your server: these will all be of the format @user:my.domain.name. It also determines how other matrix servers will reach yours for federation.

For a test configuration, set this to the hostname of your server. For a more production-ready setup, you will probably want to specify your domain (example.com) rather than a matrix-specific hostname here (in the same way that your email address is probably user@example.com rather than user@email.example.com) - but doing so may require more advanced setup: see Setting up Federation.

Installing Synapse

Installing from source

(Prebuilt packages are available for some platforms - see Prebuilt packages.)

System requirements:

  • POSIX-compliant system (tested on Linux & OS X)
  • Python 3.5.2 or later, up to Python 3.9.
  • At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org

Synapse is written in Python but some of the libraries it uses are written in C. So before we can install Synapse itself we need a working C compiler and the header files for Python C extensions. See Platform-Specific Instructions for information on installing these on various platforms.

To install the Synapse homeserver run:

mkdir -p ~/synapse
virtualenv -p python3 ~/synapse/env
source ~/synapse/env/bin/activate
pip install --upgrade pip
pip install --upgrade setuptools
pip install matrix-synapse

This will download Synapse from PyPI and install it, along with the python libraries it uses, into a virtual environment under ~/synapse/env. Feel free to pick a different directory if you prefer.

This Synapse installation can then be later upgraded by using pip again with the update flag:

source ~/synapse/env/bin/activate
pip install -U matrix-synapse

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

cd ~/synapse
python -m synapse.app.homeserver \
    --server-name my.domain.name \
    --config-path homeserver.yaml \
    --generate-config \
    --report-stats=[yes|no]

... substituting an appropriate value for --server-name.

This command will generate you a config file that you can then customise, but it will also generate a set of keys for you. These keys will allow your homeserver to identify itself to other homeserver, so don't lose or delete them. It would be wise to back them up somewhere safe. (If, for whatever reason, you do need to change your homeserver's keys, you may find that other homeserver have the old key cached. If you update the signing key, you should change the name of the key in the <server name>.signing.key file (the second word) to something different. See the spec for more information on key management).

To actually run your new homeserver, pick a working directory for Synapse to run (e.g. ~/synapse), and:

cd ~/synapse
source env/bin/activate
synctl start

Platform-Specific Instructions

Debian/Ubuntu/Raspbian

Installing prerequisites on Ubuntu or Debian:

sudo apt install build-essential python3-dev libffi-dev \
                     python3-pip python3-setuptools sqlite3 \
                     libssl-dev virtualenv libjpeg-dev libxslt1-dev
ArchLinux

Installing prerequisites on ArchLinux:

sudo pacman -S base-devel python python-pip \
               python-setuptools python-virtualenv sqlite3
CentOS/Fedora

Installing prerequisites on CentOS 8 or Fedora>26:

sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
                 libwebp-devel tk-devel redhat-rpm-config \
                 python3-virtualenv libffi-devel openssl-devel
sudo dnf groupinstall "Development Tools"

Installing prerequisites on CentOS 7 or Fedora<=25:

sudo yum install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
                 lcms2-devel libwebp-devel tcl-devel tk-devel redhat-rpm-config \
                 python3-virtualenv libffi-devel openssl-devel
sudo yum groupinstall "Development Tools"

Note that Synapse does not support versions of SQLite before 3.11, and CentOS 7 uses SQLite 3.7. You may be able to work around this by installing a more recent SQLite version, but it is recommended that you instead use a Postgres database: see docs/postgres.md.

macOS

Installing prerequisites on macOS:

xcode-select --install
sudo easy_install pip
sudo pip install virtualenv
brew install pkg-config libffi

On macOS Catalina (10.15) you may need to explicitly install OpenSSL via brew and inform pip about it so that psycopg2 builds:

brew install openssl@1.1
export LDFLAGS=-L/usr/local/Cellar/openssl\@1.1/1.1.1d/lib/
OpenSUSE

Installing prerequisites on openSUSE:

sudo zypper in -t pattern devel_basis
sudo zypper in python-pip python-setuptools sqlite3 python-virtualenv \
               python-devel libffi-devel libopenssl-devel libjpeg62-devel
OpenBSD

A port of Synapse is available under net/synapse. The filesystem underlying the homeserver directory (defaults to /var/synapse) has to be mounted with wxallowed (cf. mount(8)), so creating a separate filesystem and mounting it to /var/synapse should be taken into consideration.

To be able to build Synapse's dependency on python the WRKOBJDIR (cf. bsd.port.mk(5)) for building python, too, needs to be on a filesystem mounted with wxallowed (cf. mount(8)).

Creating a WRKOBJDIR for building python under /usr/local (which on a default OpenBSD installation is mounted with wxallowed):

doas mkdir /usr/local/pobj_wxallowed

Assuming PORTS_PRIVSEP=Yes (cf. bsd.port.mk(5)) and SUDO=doas are configured in /etc/mk.conf:

doas chown _pbuild:_pbuild /usr/local/pobj_wxallowed

Setting the WRKOBJDIR for building python:

echo WRKOBJDIR_lang/python/3.7=/usr/local/pobj_wxallowed  \\nWRKOBJDIR_lang/python/2.7=/usr/local/pobj_wxallowed >> /etc/mk.conf

Building Synapse:

cd /usr/ports/net/synapse
make install
Windows

If you wish to run or develop Synapse on Windows, the Windows Subsystem For Linux provides a Linux environment on Windows 10 which is capable of using the Debian, Fedora, or source installation methods. More information about WSL can be found at https://docs.microsoft.com/en-us/windows/wsl/install-win10 for Windows 10 and https://docs.microsoft.com/en-us/windows/wsl/install-on-server for Windows Server.

Prebuilt packages

As an alternative to installing from source, prebuilt packages are available for a number of platforms.

Docker images and Ansible playbooks

There is an offical synapse image available at https://hub.docker.com/r/matrixdotorg/synapse which can be used with the docker-compose file available at contrib/docker. Further information on this including configuration options is available in the README on hub.docker.com.

Alternatively, Andreas Peters (previously Silvio Fricke) has contributed a Dockerfile to automate a synapse server in a single Docker image, at https://hub.docker.com/r/avhost/docker-matrix/tags/

Slavi Pantaleev has created an Ansible playbook, which installs the offical Docker image of Matrix Synapse along with many other Matrix-related services (Postgres database, Element, coturn, ma1sd, SSL support, etc.). For more details, see https://github.com/spantaleev/matrix-docker-ansible-deploy

Debian/Ubuntu

Matrix.org packages

Matrix.org provides Debian/Ubuntu packages of the latest stable version of Synapse via https://packages.matrix.org/debian/. They are available for Debian 9 (Stretch), Ubuntu 16.04 (Xenial), and later. To use them:

sudo apt install -y lsb-release wget apt-transport-https
sudo wget -O /usr/share/keyrings/matrix-org-archive-keyring.gpg https://packages.matrix.org/debian/matrix-org-archive-keyring.gpg
echo "deb [signed-by=/usr/share/keyrings/matrix-org-archive-keyring.gpg] https://packages.matrix.org/debian/ $(lsb_release -cs) main" |
    sudo tee /etc/apt/sources.list.d/matrix-org.list
sudo apt update
sudo apt install matrix-synapse-py3

Note: if you followed a previous version of these instructions which recommended using apt-key add to add an old key from https://matrix.org/packages/debian/, you should note that this key has been revoked. You should remove the old key with sudo apt-key remove C35EB17E1EAE708E6603A9B3AD0592FE47F0DF61, and follow the above instructions to update your configuration.

The fingerprint of the repository signing key (as shown by gpg /usr/share/keyrings/matrix-org-archive-keyring.gpg) is AAF9AE843A7584B5A3E4CD2BCF45A512DE2DA058.

Downstream Debian packages

We do not recommend using the packages from the default Debian buster repository at this time, as they are old and suffer from known security vulnerabilities. You can install the latest version of Synapse from our repository or from buster-backports. Please see the Debian documentation for information on how to use backports.

If you are using Debian sid or testing, Synapse is available in the default repositories and it should be possible to install it simply with:

sudo apt install matrix-synapse
Downstream Ubuntu packages

We do not recommend using the packages in the default Ubuntu repository at this time, as they are old and suffer from known security vulnerabilities. The latest version of Synapse can be installed from our repository.

Fedora

Synapse is in the Fedora repositories as matrix-synapse:

sudo dnf install matrix-synapse

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

OpenSUSE

Synapse is in the OpenSUSE repositories as matrix-synapse:

sudo zypper install matrix-synapse

SUSE Linux Enterprise Server

Unofficial package are built for SLES 15 in the openSUSE:Backports:SLE-15 repository at https://download.opensuse.org/repositories/openSUSE:/Backports:/SLE-15/standard/

ArchLinux

The quickest way to get up and running with ArchLinux is probably with the community package https://www.archlinux.org/packages/community/any/matrix-synapse/, which should pull in most of the necessary dependencies.

pip may be outdated (6.0.7-1 and needs to be upgraded to 6.0.8-1 ):

sudo pip install --upgrade pip

If you encounter an error with lib bcrypt causing an Wrong ELF Class: ELFCLASS32 (x64 Systems), you may need to reinstall py-bcrypt to correctly compile it under the right architecture. (This should not be needed if installing under virtualenv):

sudo pip uninstall py-bcrypt
sudo pip install py-bcrypt

Void Linux

Synapse can be found in the void repositories as 'synapse':

xbps-install -Su
xbps-install -S synapse

FreeBSD

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

  • Ports: cd /usr/ports/net-im/py-matrix-synapse && make install clean
  • Packages: pkg install py37-matrix-synapse

OpenBSD

As of OpenBSD 6.7 Synapse is available as a pre-compiled binary. The filesystem underlying the homeserver directory (defaults to /var/synapse) has to be mounted with wxallowed (cf. mount(8)), so creating a separate filesystem and mounting it to /var/synapse should be taken into consideration.

Installing Synapse:

doas pkg_add synapse

NixOS

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

Setting up Synapse

Once you have installed synapse as above, you will need to configure it.

Using PostgreSQL

By default Synapse uses SQLite and in doing so trades performance for convenience. SQLite is only recommended in Synapse for testing purposes or for servers with very light workloads.

Almost all installations should opt to use PostgreSQL. Advantages include:

  • significant performance improvements due to the superior threading and caching model, smarter query optimiser
  • allowing the DB to be run on separate hardware

For information on how to install and use PostgreSQL in Synapse, please see docs/postgres.md

TLS certificates

The default configuration exposes a single HTTP port on the local interface: http://localhost:8008. It is suitable for local testing, but for any practical use, you will need Synapse's APIs to be served over HTTPS.

The recommended way to do so is to set up a reverse proxy on port 8448. You can find documentation on doing so in docs/reverse_proxy.md.

Alternatively, you can configure Synapse to expose an HTTPS port. To do so, you will need to edit homeserver.yaml, as follows:

  • First, under the listeners section, uncomment the configuration for the TLS-enabled listener. (Remove the hash sign (#) at the start of each line). The relevant lines are like this:
  - port: 8448
    type: http
    tls: true
    resources:
      - names: [client, federation]

  • You will also need to uncomment the tls_certificate_path and tls_private_key_path lines under the TLS section. You will need to manage provisioning of these certificates yourself — Synapse had built-in ACME support, but the ACMEv1 protocol Synapse implements is deprecated, not allowed by LetsEncrypt for new sites, and will break for existing sites in late 2020. See ACME.md.

    If you are using your own certificate, be sure to use a .pem file that includes the full certificate chain including any intermediate certificates (for instance, if using certbot, use fullchain.pem as your certificate, not cert.pem).

For a more detailed guide to configuring your server for federation, see federate.md.

Client Well-Known URI

Setting up the client Well-Known URI is optional but if you set it up, it will allow users to enter their full username (e.g. @user:<server_name>) into clients which support well-known lookup to automatically configure the homeserver and identity server URLs. This is useful so that users don't have to memorize or think about the actual homeserver URL you are using.

The URL https://<server_name>/.well-known/matrix/client should return JSON in the following format.

{
  "m.homeserver": {
    "base_url": "https://<matrix.example.com>"
  }
}

It can optionally contain identity server information as well.

{
  "m.homeserver": {
    "base_url": "https://<matrix.example.com>"
  },
  "m.identity_server": {
    "base_url": "https://<identity.example.com>"
  }
}

To work in browser based clients, the file must be served with the appropriate Cross-Origin Resource Sharing (CORS) headers. A recommended value would be Access-Control-Allow-Origin: * which would allow all browser based clients to view it.

In nginx this would be something like:

location /.well-known/matrix/client {
    return 200 '{"m.homeserver": {"base_url": "https://<matrix.example.com>"}}';
    default_type application/json;
    add_header Access-Control-Allow-Origin *;
}

You should also ensure the public_baseurl option in homeserver.yaml is set correctly. public_baseurl should be set to the URL that clients will use to connect to your server. This is the same URL you put for the m.homeserver base_url above.

public_baseurl: "https://<matrix.example.com>"

Email

It is desirable for Synapse to have the capability to send email. This allows Synapse to send password reset emails, send verifications when an email address is added to a user's account, and send email notifications to users when they receive new messages.

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 email is not configured, password reset, registration and notifications via email will be disabled.

Registering a user

The easiest way to create a new user is to do so from a client like Element.

Alternatively you can do so from the command line if you have installed via pip.

This can be done as follows:

$ source ~/synapse/env/bin/activate
$ synctl start # if not already running
$ register_new_matrix_user -c homeserver.yaml http://localhost:8008
New user localpart: erikj
Password:
Confirm password:
Make admin [no]:
Success!

This process uses a setting registration_shared_secret in homeserver.yaml, which is shared between Synapse itself and the register_new_matrix_user script. It doesn't matter what it is (a random value is generated by --generate-config), but it should be kept secret, as anyone with knowledge of it can register users, including admin accounts, on your server even if enable_registration is false.

Setting up a TURN server

For reliable VoIP calls to be routed via this homeserver, you MUST configure a TURN server. See docs/turn-howto.md for details.

URL previews

Synapse includes support for previewing URLs, which is disabled by default. To turn it on you must enable the url_preview_enabled: True config parameter and explicitly specify the IP ranges that Synapse is not allowed to spider for previewing in the url_preview_ip_range_blacklist configuration parameter. This is critical from a security perspective to stop arbitrary Matrix users spidering 'internal' URLs on your network. At the very least we recommend that your loopback and RFC1918 IP addresses are blacklisted.

This also requires the optional lxml python dependency to be installed. This in turn requires the libxml2 library to be available - on Debian/Ubuntu this means apt-get install libxml2-dev, or equivalent for your OS.

Troubleshooting Installation

pip seems to leak lots of memory during installation. For instance, a Linux host with 512MB of RAM may run out of memory whilst installing Twisted. If this happens, you will have to individually install the dependencies which are failing, e.g.:

pip install twisted

If you have any other problems, feel free to ask in #synapse:matrix.org.