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Make federate.md more of a sumary of the steps to follow to set up replication

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Brendan Abolivier 2020-02-18 13:51:03 +00:00
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Setting up Federation Setting up federation
===================== =====================
Federation is the process by which users on different servers can participate 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 in the same room. For this to work, those other servers must be able to contact
yours to send messages. yours to send messages.
The ``server_name`` configured in the Synapse configuration file (often The `server_name` configured in the Synapse configuration file (often
``homeserver.yaml``) defines how resources (users, rooms, etc.) will be `homeserver.yaml`) defines how resources (users, rooms, etc.) will be
identified (eg: ``@user:example.com``, ``#room:example.com``). By identified (eg: `@user:example.com`, `#room:example.com`). By default,
default, it is also the domain that other servers will use to it is also the domain that other servers will use to try to reach your
try to reach your server (via port 8448). This is easy to set server (via port 8448). This is easy to set up and will work provided
up and will work provided you set the ``server_name`` to match your you set the `server_name` to match your machine's public DNS hostname.
machine's public DNS hostname, and provide Synapse with a TLS certificate
which is valid for your ``server_name``. You will also need a valid TLS certificate for this `server_name` served
on port 8448 - the preferred way to do that is by using a reverse proxy,
see [reverse_proxy.md](<reverse_proxy.md>) for instructions on how to
correctly set one up.
In some cases you might not want Synapse to be running on the machine that
has the `server_name` as its public DNS hostname, or federation traffic
to use port than 8448 (e.g. you want to use `example.com` as your `server_name`
but want Synapse to be reachable on `synapse.example.com:443`). This can
be done using delegation, which allows an admin to dictate where federation
traffic should be sent, see [delegate.md](<delegate.md>) for instructions on
how to set this up.
Once federation has been configured, you should be able to join a room over Once federation has been configured, you should be able to join a room over
federation. A good place to start is ``#synapse:matrix.org`` - a room for federation. A good place to start is `#synapse:matrix.org` - a room for
Synapse admins. Synapse admins.
## Troubleshooting ## Troubleshooting
You can use the [federation tester]( You can use the [federation tester](<https://matrix.org/federationtester>)
<https://matrix.org/federationtester>) to check if your homeserver is to check if your homeserver is configured correctly. Alternatively try the
configured correctly. Alternatively try the [JSON API used by the federation tester](https://matrix.org/federationtester/api/report?server_name=DOMAIN). [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 Note that you'll have to modify this URL to replace `DOMAIN` with your
``server_name``. Hitting the API directly provides extra detail. `server_name`. Hitting the API directly provides extra detail.
The typical failure mode for federation is that when the server tries to join 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 a room, it is rejected with "401: Unauthorized". Generally this means that other
@ -36,8 +47,8 @@ you invite them to. This can be caused by an incorrectly-configured reverse
proxy: see [reverse_proxy.md](<reverse_proxy.md>) for instructions on how to correctly proxy: see [reverse_proxy.md](<reverse_proxy.md>) for instructions on how to correctly
configure a reverse proxy. configure a reverse proxy.
## Running a Demo Federation of Synapses ## Running a demo federation of Synapses
If you want to get up and running quickly with a trio of homeservers in a 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 private federation, there is a script in the `demo` directory. This is mainly
useful just for development purposes. See [demo/README](<../demo/README>). useful just for development purposes. See [demo/README](<../demo/README>).