Clarify upgrade notes ahead of 1.4.0 release
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Neil Johnson
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UPGRADE.rst
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UPGRADE.rst
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@ -78,53 +78,161 @@ for example:
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Upgrading to v1.4.0
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===================
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Config options
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--------------
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New custom templates
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--------------------
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**Note: Registration by email address or phone number will not work in this release unless
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some config options are changed from their defaults.**
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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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This is due to Synapse v1.4.0 now defaulting to sending registration and password reset tokens
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itself. This is for security reasons as well as putting less reliance on identity servers.
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However, currently Synapse only supports sending emails, and does not have support for
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phone-based password reset or account registration. If Synapse is configured to handle these on
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its own, phone-based password resets and registration will be disabled. For Synapse to send
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emails, the ``email`` block of the config must be filled out. If not, then password resets and
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registration via email will be disabled entirely.
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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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This release also deprecates the ``email.trust_identity_server_for_password_resets`` option and
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replaces it with the ``account_threepid_delegates`` dictionary. This option defines whether the
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homeserver 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 password reset or
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registration messages via email and SMS.
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If ``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 account threepid delegate for email.
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This is to ensure compatibility with existing Synapse installs that set up external server
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handling for these tasks before v1.4.0. If ``email.trust_identity_server_for_password_resets``
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is ``true`` and no trusted identity server domains are configured, Synapse will throw an error.
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If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent and a threepid
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type in ``account_threepid_delegates`` is not set to a domain, then Synapse will attempt to
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send password reset and registration messages for that type.
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Email templates
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---------------
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If you have configured a custom template directory with the ``email.template_dir`` option, be
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aware that there are new templates regarding registration. ``registration.html`` and
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``registration.txt`` have been added and contain the content that is sent to a client upon
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registering via an email address.
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``registration_success.html`` and ``registration_failure.html`` are also new HTML templates
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that will be shown to the user when they click the link in their registration emai , either
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showing them a success or failure page (assuming a redirect URL is not configured).
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Synapse will expect these files to exist inside the configured template directory. To view the
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default templates, see `synapse/res/templates
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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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@ -140,7 +248,8 @@ v1.3.1, subject to the following:
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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 `homeserver.yaml`:
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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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@ -0,0 +1 @@
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Clarify Synapse 1.4.0 upgrade notes.
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