diff --git a/docs/consent_tracking.md b/docs/consent_tracking.md new file mode 100644 index 0000000000..064eae82f7 --- /dev/null +++ b/docs/consent_tracking.md @@ -0,0 +1,160 @@ +Support in Synapse for tracking agreement to server terms and conditions +======================================================================== + +Synapse 0.30 introduces support for tracking whether users have agreed to the +terms and conditions set by the administrator of a server - and blocking access +to the server until they have. + +There are several parts to this functionality; each requires some specific +configuration in `homeserver.yaml` to be enabled. + +Note that various parts of the configuation and this document refer to the +"privacy policy": agreement with a privacy policy is one particular use of this +feature, but of course adminstrators can specify other terms and conditions +unrelated to "privacy" per se. + +Collecting policy agreement from a user +--------------------------------------- + +Synapse can be configured to serve the user a simple policy form with an +"accept" button. Clicking "Accept" records the user's acceptance in the +database and shows a success page. + +To enable this, first create templates for the policy and success pages. +These should be stored on the local filesystem. + +These templates use the [Jinja2](http://jinja.pocoo.org) templating language, +and [docs/privacy_policy_templates](privacy_policy_templates) gives +examples of the sort of thing that can be done. + +Note that the templates must be stored under a name giving the language of the +template - currently this must always be `en` (for "English"); +internationalisation support is intended for the future. + +The template for the policy itself should be versioned and named according to +the version: for example `1.0.html`. The version of the policy which the user +has agreed to is stored in the database. + +Once the templates are in place, make the following changes to `homeserver.yaml`: + + 1. Add a `user_consent` section, which should look like: + + ```yaml + user_consent: + template_dir: privacy_policy_templates + version: 1.0 + ``` + + `template_dir` points to the directory containing the policy + templates. `version` defines the version of the policy which will be served + to the user. In the example above, Synapse will serve + `privacy_policy_templates/en/1.0.html`. + + + 2. Add a `form_secret` setting at the top level: + + + ```yaml + form_secret: "" + ``` + + This should be set to an arbitrary secret string (try `pwgen -y 30` to + generate suitable secrets). + + More on what this is used for below. + + 3. Add `consent` wherever the `client` resource is currently enabled in the + `listeners` configuration. For example: + + ```yaml + listeners: + - port: 8008 + resources: + - names: + - client + - consent + ``` + + +Finally, ensure that `jinja2` is installed. If you are using a virtualenv, this +should be a matter of `pip install Jinja2`. On debian, try `apt-get install +python-jinja2`. + +Once this is complete, and the server has been restarted, try visiting +`https:///_matrix/consent`. If correctly configured, this should give +an error "Missing string query parameter 'u'". It is now possible to manually +construct URIs where users can give their consent. + +### Constructing the consent URI + +It may be useful to manually construct the "consent URI" for a given user - for +instance, in order to send them an email asking them to consent. To do this, +take the base `https:///_matrix/consent` URL and add the following +query parameters: + + * `u`: the user id of the user. This can either be a full MXID + (`@user:server.com`) or just the localpart (`user`). + + * `h`: hex-encoded HMAC-SHA256 of `u` using the `form_secret` as a key. It is + possible to calculate this on the commandline with something like: + + ```bash + echo -n '' | openssl sha256 -hmac '' + ``` + + This should result in a URI which looks something like: + `https:///_matrix/consent?u=&h=68a152465a4d...`. + + +Sending users a server notice asking them to agree to the policy +---------------------------------------------------------------- + +It is possible to configure Synapse to send a [server +notice](server_notices.md) to anybody who has not yet agreed to the current +version of the policy. To do so: + + * ensure that the consent resource is configured, as in the previous section + + * ensure that server notices are configured, as in [server_notices.md](server_notices.md). + + * Add `server_notice_content` under `user_consent` in `homeserver.yaml`. For + example: + + ```yaml + user_consent: + server_notice_content: + msgtype: m.text + body: >- + Please give your consent to the privacy policy at %(consent_uri)s. + ``` + + Synapse automatically replaces the placeholder `%(consent_uri)s` with the + consent uri for that user. + + * ensure that `public_baseurl` is set in `homeserver.yaml`, and gives the base + URI that clients use to connect to the server. (It is used to construct + `consent_uri` in the server notice.) + + +Blocking users from using the server until they agree to the policy +------------------------------------------------------------------- + +Synapse can be configured to block any attempts to join rooms or send messages +until the user has given their agreement to the policy. (Joining the server +notices room is exempted from this). + +To enable this, add `block_events_error` under `user_consent`. For example: + +```yaml +user_consent: + block_events_error: >- + You can't send any messages until you consent to the privacy policy at + %(consent_uri)s. +``` + +Synapse automatically replaces the placeholder `%(consent_uri)s` with the +consent uri for that user. + +ensure that `public_baseurl` is set in `homeserver.yaml`, and gives the base +URI that clients use to connect to the server. (It is used to construct +`consent_uri` in the error.) diff --git a/docs/manhole.md b/docs/manhole.md new file mode 100644 index 0000000000..7375f5ad46 --- /dev/null +++ b/docs/manhole.md @@ -0,0 +1,43 @@ +Using the synapse manhole +========================= + +The "manhole" allows server administrators to access a Python shell on a running +Synapse installation. This is a very powerful mechanism for administration and +debugging. + +To enable it, first uncomment the `manhole` listener configuration in +`homeserver.yaml`: + +```yaml +listeners: + - port: 9000 + bind_addresses: ['::1', '127.0.0.1'] + type: manhole +``` + +(`bind_addresses` in the above is important: it ensures that access to the +manhole is only possible for local users). + +Note that this will give administrative access to synapse to **all users** with +shell access to the server. It should therefore **not** be enabled in +environments where untrusted users have shell access. + +Then restart synapse, and point an ssh client at port 9000 on localhost, using +the username `matrix`: + +```bash +ssh -p9000 matrix@localhost +``` + +The password is `rabbithole`. + +This gives a Python REPL in which `hs` gives access to the +`synapse.server.HomeServer` object - which in turn gives access to many other +parts of the process. + +As a simple example, retrieving an event from the database: + +``` +>>> hs.get_datastore().get_event('$1416420717069yeQaw:matrix.org') +> +``` diff --git a/docs/privacy_policy_templates/README.md b/docs/privacy_policy_templates/README.md deleted file mode 100644 index a3e6fc0986..0000000000 --- a/docs/privacy_policy_templates/README.md +++ /dev/null @@ -1,23 +0,0 @@ -If enabling the 'consent' resource in synapse, you will need some templates -for the HTML to be served to the user. This directory contains very simple -examples of the sort of thing that can be done. - -You'll need to add this sort of thing to your homeserver.yaml: - -``` -form_secret: - -user_consent: - template_dir: docs/privacy_policy_templates - version: 1.0 -``` - -You should then be able to enable the `consent` resource under a `listener` -entry. For example: - -``` -listeners: - - port: 8008 - resources: - - names: [client, consent] -``` diff --git a/docs/server_notices.md b/docs/server_notices.md new file mode 100644 index 0000000000..8e18e3d95d --- /dev/null +++ b/docs/server_notices.md @@ -0,0 +1,68 @@ +Server Notices +============== + +'Server Notices' are a new feature introduced in Synapse 0.30. They provide a +channel whereby server administrators can send messages to users on the server. + +They are used as part of communication of the server polices(see +[consent_tracking.md](consent_tracking.md)), however the intention is that +they may also find a use for features such as "Message of the day". + +This is a feature specific to Synapse, but it uses standard Matrix +communication mechanisms, so should work with any Matrix client. + +User experience +--------------- + +When the user is first sent a server notice, they will get an invitation to a +room (typically called 'Server Notices', though this is configurable in +`homeserver.yaml`). They will be **unable to reject** this invitation - +attempts to do so will receive an error. + +Once they accept the invitation, they will see the notice message in the room +history; it will appear to have come from the 'server notices user' (see +below). + +The user is prevented from sending any messages in this room by the power +levels. They also cannot leave it. + +Synapse configuration +--------------------- + +Server notices come from a specific user id on the server. Server +administrators are free to choose the user id - something like `server` is +suggested, meaning the notices will come from +`@server:`. Once the Server Notices user is configured, that +user id becomes a special, privileged user, so administrators should ensure +that **it is not already allocated**. + +In order to support server notices, it is necessary to add some configuration +to the `homeserver.yaml` file. In particular, you should add a `server_notices` +section, which should look like this: + +```yaml +server_notices: + system_mxid_localpart: server + system_mxid_display_name: "Server Notices" + room_name: "Server Notices" +``` + +The only compulsory setting is `system_mxid_localpart`, which defines the user +id of the server notices user, as above. `system_mxid_display_name` and +`room_name` define the displayname of the system notices user, and of +the notices room, respectively. + +Sending notices +--------------- + +As of the current version of synapse, there is no convenient interface for +sending notices (other than the automated ones sent as part of consent +tracking). + +In the meantime, it is possible to test this feature using the manhole. Having +gone into the manhole as described in [manhole.md](manhole.md), a notice can be +sent with something like: + +``` +>>> hs.get_server_notices_manager().send_notice('@user:server.com', {'msgtype':'m.text', 'body':'foo'}) +```