UPGRADE.rst 34 KB

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  1. Upgrading Synapse
  2. =================
  3. Before upgrading check if any special steps are required to upgrade from the
  4. version you currently have installed to the current version of Synapse. The extra
  5. instructions that may be required are listed later in this document.
  6. * If Synapse was installed using `prebuilt packages
  7. <INSTALL.md#prebuilt-packages>`_, you will need to follow the normal process
  8. for upgrading those packages.
  9. * If Synapse was installed from source, then:
  10. 1. Activate the virtualenv before upgrading. For example, if Synapse is
  11. installed in a virtualenv in ``~/synapse/env`` then run:
  12. .. code:: bash
  13. source ~/synapse/env/bin/activate
  14. 2. If Synapse was installed using pip then upgrade to the latest version by
  15. running:
  16. .. code:: bash
  17. pip install --upgrade matrix-synapse
  18. If Synapse was installed using git then upgrade to the latest version by
  19. running:
  20. .. code:: bash
  21. git pull
  22. pip install --upgrade .
  23. 3. Restart Synapse:
  24. .. code:: bash
  25. ./synctl restart
  26. To check whether your update was successful, you can check the running server
  27. version with:
  28. .. code:: bash
  29. # you may need to replace 'localhost:8008' if synapse is not configured
  30. # to listen on port 8008.
  31. curl http://localhost:8008/_synapse/admin/v1/server_version
  32. Rolling back to older versions
  33. ------------------------------
  34. Rolling back to previous releases can be difficult, due to database schema
  35. changes between releases. Where we have been able to test the rollback process,
  36. this will be noted below.
  37. In general, you will need to undo any changes made during the upgrade process,
  38. for example:
  39. * pip:
  40. .. code:: bash
  41. source env/bin/activate
  42. # replace `1.3.0` accordingly:
  43. pip install matrix-synapse==1.3.0
  44. * Debian:
  45. .. code:: bash
  46. # replace `1.3.0` and `stretch` accordingly:
  47. wget https://packages.matrix.org/debian/pool/main/m/matrix-synapse-py3/matrix-synapse-py3_1.3.0+stretch1_amd64.deb
  48. dpkg -i matrix-synapse-py3_1.3.0+stretch1_amd64.deb
  49. Upgrading to v1.18.0
  50. ====================
  51. Docker `-py3` suffix will be removed in future versions
  52. -------------------------------------------------------
  53. From 10th August 2020, we will no longer publish Docker images with the `-py3` tag suffix. The images tagged with the `-py3` suffix have been identical to the non-suffixed tags since release 0.99.0, and the suffix is obsolete.
  54. On 10th August, we will remove the `latest-py3` tag. Existing per-release tags (such as `v1.18.0-py3`) will not be removed, but no new `-py3` tags will be added.
  55. Scripts relying on the `-py3` suffix will need to be updated.
  56. Redis replication is now recommended in lieu of TCP replication
  57. ---------------------------------------------------------------
  58. When setting up worker processes, we now recommend the use of a Redis server for replication. **The old direct TCP connection method is deprecated and will be removed in a future release.**
  59. See `docs/workers.md <docs/workers.md>`_ for more details.
  60. Upgrading to v1.14.0
  61. ====================
  62. This version includes a database update which is run as part of the upgrade,
  63. and which may take a couple of minutes in the case of a large server. Synapse
  64. will not respond to HTTP requests while this update is taking place.
  65. Upgrading to v1.13.0
  66. ====================
  67. Incorrect database migration in old synapse versions
  68. ----------------------------------------------------
  69. A bug was introduced in Synapse 1.4.0 which could cause the room directory to
  70. be incomplete or empty if Synapse was upgraded directly from v1.2.1 or
  71. earlier, to versions between v1.4.0 and v1.12.x.
  72. This will *not* be a problem for Synapse installations which were:
  73. * created at v1.4.0 or later,
  74. * upgraded via v1.3.x, or
  75. * upgraded straight from v1.2.1 or earlier to v1.13.0 or later.
  76. If completeness of the room directory is a concern, installations which are
  77. affected can be repaired as follows:
  78. 1. Run the following sql from a `psql` or `sqlite3` console:
  79. .. code:: sql
  80. INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
  81. ('populate_stats_process_rooms', '{}', 'current_state_events_membership');
  82. INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
  83. ('populate_stats_process_users', '{}', 'populate_stats_process_rooms');
  84. 2. Restart synapse.
  85. New Single Sign-on HTML Templates
  86. ---------------------------------
  87. New templates (``sso_auth_confirm.html``, ``sso_auth_success.html``, and
  88. ``sso_account_deactivated.html``) were added to Synapse. If your Synapse is
  89. configured to use SSO and a custom ``sso_redirect_confirm_template_dir``
  90. configuration then these templates will need to be copied from
  91. `synapse/res/templates <synapse/res/templates>`_ into that directory.
  92. Synapse SSO Plugins Method Deprecation
  93. --------------------------------------
  94. Plugins using the ``complete_sso_login`` method of
  95. ``synapse.module_api.ModuleApi`` should update to using the async/await
  96. version ``complete_sso_login_async`` which includes additional checks. The
  97. non-async version is considered deprecated.
  98. Rolling back to v1.12.4 after a failed upgrade
  99. ----------------------------------------------
  100. v1.13.0 includes a lot of large changes. If something problematic occurs, you
  101. may want to roll-back to a previous version of Synapse. Because v1.13.0 also
  102. includes a new database schema version, reverting that version is also required
  103. alongside the generic rollback instructions mentioned above. In short, to roll
  104. back to v1.12.4 you need to:
  105. 1. Stop the server
  106. 2. Decrease the schema version in the database:
  107. .. code:: sql
  108. UPDATE schema_version SET version = 57;
  109. 3. Downgrade Synapse by following the instructions for your installation method
  110. in the "Rolling back to older versions" section above.
  111. Upgrading to v1.12.0
  112. ====================
  113. This version includes a database update which is run as part of the upgrade,
  114. and which may take some time (several hours in the case of a large
  115. server). Synapse will not respond to HTTP requests while this update is taking
  116. place.
  117. This is only likely to be a problem in the case of a server which is
  118. participating in many rooms.
  119. 0. As with all upgrades, it is recommended that you have a recent backup of
  120. your database which can be used for recovery in the event of any problems.
  121. 1. As an initial check to see if you will be affected, you can try running the
  122. following query from the `psql` or `sqlite3` console. It is safe to run it
  123. while Synapse is still running.
  124. .. code:: sql
  125. SELECT MAX(q.v) FROM (
  126. SELECT (
  127. SELECT ej.json AS v
  128. FROM state_events se INNER JOIN event_json ej USING (event_id)
  129. WHERE se.room_id=rooms.room_id AND se.type='m.room.create' AND se.state_key=''
  130. LIMIT 1
  131. ) FROM rooms WHERE rooms.room_version IS NULL
  132. ) q;
  133. This query will take about the same amount of time as the upgrade process: ie,
  134. if it takes 5 minutes, then it is likely that Synapse will be unresponsive for
  135. 5 minutes during the upgrade.
  136. If you consider an outage of this duration to be acceptable, no further
  137. action is necessary and you can simply start Synapse 1.12.0.
  138. If you would prefer to reduce the downtime, continue with the steps below.
  139. 2. The easiest workaround for this issue is to manually
  140. create a new index before upgrading. On PostgreSQL, his can be done as follows:
  141. .. code:: sql
  142. CREATE INDEX CONCURRENTLY tmp_upgrade_1_12_0_index
  143. ON state_events(room_id) WHERE type = 'm.room.create';
  144. The above query may take some time, but is also safe to run while Synapse is
  145. running.
  146. We assume that no SQLite users have databases large enough to be
  147. affected. If you *are* affected, you can run a similar query, omitting the
  148. ``CONCURRENTLY`` keyword. Note however that this operation may in itself cause
  149. Synapse to stop running for some time. Synapse admins are reminded that
  150. `SQLite is not recommended for use outside a test
  151. environment <https://github.com/matrix-org/synapse/blob/master/README.rst#using-postgresql>`_.
  152. 3. Once the index has been created, the ``SELECT`` query in step 1 above should
  153. complete quickly. It is therefore safe to upgrade to Synapse 1.12.0.
  154. 4. Once Synapse 1.12.0 has successfully started and is responding to HTTP
  155. requests, the temporary index can be removed:
  156. .. code:: sql
  157. DROP INDEX tmp_upgrade_1_12_0_index;
  158. Upgrading to v1.10.0
  159. ====================
  160. Synapse will now log a warning on start up if used with a PostgreSQL database
  161. that has a non-recommended locale set.
  162. See `docs/postgres.md <docs/postgres.md>`_ for details.
  163. Upgrading to v1.8.0
  164. ===================
  165. Specifying a ``log_file`` config option will now cause Synapse to refuse to
  166. start, and should be replaced by with the ``log_config`` option. Support for
  167. the ``log_file`` option was removed in v1.3.0 and has since had no effect.
  168. Upgrading to v1.7.0
  169. ===================
  170. In an attempt to configure Synapse in a privacy preserving way, the default
  171. behaviours of ``allow_public_rooms_without_auth`` and
  172. ``allow_public_rooms_over_federation`` have been inverted. This means that by
  173. default, only authenticated users querying the Client/Server API will be able
  174. to query the room directory, and relatedly that the server will not share
  175. room directory information with other servers over federation.
  176. If your installation does not explicitly set these settings one way or the other
  177. and you want either setting to be ``true`` then it will necessary to update
  178. your homeserver configuration file accordingly.
  179. For more details on the surrounding context see our `explainer
  180. <https://matrix.org/blog/2019/11/09/avoiding-unwelcome-visitors-on-private-matrix-servers>`_.
  181. Upgrading to v1.5.0
  182. ===================
  183. This release includes a database migration which may take several minutes to
  184. complete if there are a large number (more than a million or so) of entries in
  185. the ``devices`` table. This is only likely to a be a problem on very large
  186. installations.
  187. Upgrading to v1.4.0
  188. ===================
  189. New custom templates
  190. --------------------
  191. If you have configured a custom template directory with the
  192. ``email.template_dir`` option, be aware that there are new templates regarding
  193. registration and threepid management (see below) that must be included.
  194. * ``registration.html`` and ``registration.txt``
  195. * ``registration_success.html`` and ``registration_failure.html``
  196. * ``add_threepid.html`` and ``add_threepid.txt``
  197. * ``add_threepid_failure.html`` and ``add_threepid_success.html``
  198. Synapse will expect these files to exist inside the configured template
  199. directory, and **will fail to start** if they are absent.
  200. To view the default templates, see `synapse/res/templates
  201. <https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
  202. 3pid verification changes
  203. -------------------------
  204. **Note: As of this release, users will be unable to add phone numbers or email
  205. addresses to their accounts, without changes to the Synapse configuration. This
  206. includes adding an email address during registration.**
  207. It is possible for a user to associate an email address or phone number
  208. with their account, for a number of reasons:
  209. * for use when logging in, as an alternative to the user id.
  210. * in the case of email, as an alternative contact to help with account recovery.
  211. * in the case of email, to receive notifications of missed messages.
  212. Before an email address or phone number can be added to a user's account,
  213. or before such an address is used to carry out a password-reset, Synapse must
  214. confirm the operation with the owner of the email address or phone number.
  215. It does this by sending an email or text giving the user a link or token to confirm
  216. receipt. This process is known as '3pid verification'. ('3pid', or 'threepid',
  217. stands for third-party identifier, and we use it to refer to external
  218. identifiers such as email addresses and phone numbers.)
  219. Previous versions of Synapse delegated the task of 3pid verification to an
  220. identity server by default. In most cases this server is ``vector.im`` or
  221. ``matrix.org``.
  222. In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
  223. longer delegate this task to an identity server by default. Instead,
  224. the server administrator will need to explicitly decide how they would like the
  225. verification messages to be sent.
  226. In the medium term, the ``vector.im`` and ``matrix.org`` identity servers will
  227. disable support for delegated 3pid verification entirely. However, in order to
  228. ease the transition, they will retain the capability for a limited
  229. period. Delegated email verification will be disabled on Monday 2nd December
  230. 2019 (giving roughly 2 months notice). Disabling delegated SMS verification
  231. will follow some time after that once SMS verification support lands in
  232. Synapse.
  233. Once delegated 3pid verification support has been disabled in the ``vector.im`` and
  234. ``matrix.org`` identity servers, all Synapse versions that depend on those
  235. instances will be unable to verify email and phone numbers through them. There
  236. are no imminent plans to remove delegated 3pid verification from Sydent
  237. generally. (Sydent is the identity server project that backs the ``vector.im`` and
  238. ``matrix.org`` instances).
  239. Email
  240. ~~~~~
  241. Following upgrade, to continue verifying email (e.g. as part of the
  242. registration process), admins can either:-
  243. * Configure Synapse to use an email server.
  244. * Run or choose an identity server which allows delegated email verification
  245. and delegate to it.
  246. Configure SMTP in Synapse
  247. +++++++++++++++++++++++++
  248. To configure an SMTP server for Synapse, modify the configuration section
  249. headed ``email``, and be sure to have at least the ``smtp_host, smtp_port``
  250. and ``notif_from`` fields filled out.
  251. You may also need to set ``smtp_user``, ``smtp_pass``, and
  252. ``require_transport_security``.
  253. See the `sample configuration file <docs/sample_config.yaml>`_ for more details
  254. on these settings.
  255. Delegate email to an identity server
  256. ++++++++++++++++++++++++++++++++++++
  257. Some admins will wish to continue using email verification as part of the
  258. registration process, but will not immediately have an appropriate SMTP server
  259. at hand.
  260. To this end, we will continue to support email verification delegation via the
  261. ``vector.im`` and ``matrix.org`` identity servers for two months. Support for
  262. delegated email verification will be disabled on Monday 2nd December.
  263. The ``account_threepid_delegates`` dictionary defines whether the homeserver
  264. should delegate an external server (typically an `identity server
  265. <https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
  266. confirmation messages via email and SMS.
  267. So to delegate email verification, in ``homeserver.yaml``, set
  268. ``account_threepid_delegates.email`` to the base URL of an identity server. For
  269. example:
  270. .. code:: yaml
  271. account_threepid_delegates:
  272. email: https://example.com # Delegate email sending to example.com
  273. Note that ``account_threepid_delegates.email`` replaces the deprecated
  274. ``email.trust_identity_server_for_password_resets``: if
  275. ``email.trust_identity_server_for_password_resets`` is set to ``true``, and
  276. ``account_threepid_delegates.email`` is not set, then the first entry in
  277. ``trusted_third_party_id_servers`` will be used as the
  278. ``account_threepid_delegate`` for email. This is to ensure compatibility with
  279. existing Synapse installs that set up external server handling for these tasks
  280. before v1.4.0. If ``email.trust_identity_server_for_password_resets`` is
  281. ``true`` and no trusted identity server domains are configured, Synapse will
  282. report an error and refuse to start.
  283. If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent
  284. and no ``email`` delegate is configured in ``account_threepid_delegates``,
  285. then Synapse will send email verification messages itself, using the configured
  286. SMTP server (see above).
  287. that type.
  288. Phone numbers
  289. ~~~~~~~~~~~~~
  290. Synapse does not support phone-number verification itself, so the only way to
  291. maintain the ability for users to add phone numbers to their accounts will be
  292. by continuing to delegate phone number verification to the ``matrix.org`` and
  293. ``vector.im`` identity servers (or another identity server that supports SMS
  294. sending).
  295. The ``account_threepid_delegates`` dictionary defines whether the homeserver
  296. should delegate an external server (typically an `identity server
  297. <https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
  298. confirmation messages via email and SMS.
  299. So to delegate phone number verification, in ``homeserver.yaml``, set
  300. ``account_threepid_delegates.msisdn`` to the base URL of an identity
  301. server. For example:
  302. .. code:: yaml
  303. account_threepid_delegates:
  304. msisdn: https://example.com # Delegate sms sending to example.com
  305. The ``matrix.org`` and ``vector.im`` identity servers will continue to support
  306. delegated phone number verification via SMS until such time as it is possible
  307. for admins to configure their servers to perform phone number verification
  308. directly. More details will follow in a future release.
  309. Rolling back to v1.3.1
  310. ----------------------
  311. If you encounter problems with v1.4.0, it should be possible to roll back to
  312. v1.3.1, subject to the following:
  313. * The 'room statistics' engine was heavily reworked in this release (see
  314. `#5971 <https://github.com/matrix-org/synapse/pull/5971>`_), including
  315. significant changes to the database schema, which are not easily
  316. reverted. This will cause the room statistics engine to stop updating when
  317. you downgrade.
  318. The room statistics are essentially unused in v1.3.1 (in future versions of
  319. Synapse, they will be used to populate the room directory), so there should
  320. be no loss of functionality. However, the statistics engine will write errors
  321. to the logs, which can be avoided by setting the following in
  322. `homeserver.yaml`:
  323. .. code:: yaml
  324. stats:
  325. enabled: false
  326. Don't forget to re-enable it when you upgrade again, in preparation for its
  327. use in the room directory!
  328. Upgrading to v1.2.0
  329. ===================
  330. Some counter metrics have been renamed, with the old names deprecated. See
  331. `the metrics documentation <docs/metrics-howto.md#renaming-of-metrics--deprecation-of-old-names-in-12>`_
  332. for details.
  333. Upgrading to v1.1.0
  334. ===================
  335. Synapse v1.1.0 removes support for older Python and PostgreSQL versions, as
  336. outlined in `our deprecation notice <https://matrix.org/blog/2019/04/08/synapse-deprecating-postgres-9-4-and-python-2-x>`_.
  337. Minimum Python Version
  338. ----------------------
  339. Synapse v1.1.0 has a minimum Python requirement of Python 3.5. Python 3.6 or
  340. Python 3.7 are recommended as they have improved internal string handling,
  341. significantly reducing memory usage.
  342. If you use current versions of the Matrix.org-distributed Debian packages or
  343. Docker images, action is not required.
  344. If you install Synapse in a Python virtual environment, please see "Upgrading to
  345. v0.34.0" for notes on setting up a new virtualenv under Python 3.
  346. Minimum PostgreSQL Version
  347. --------------------------
  348. If using PostgreSQL under Synapse, you will need to use PostgreSQL 9.5 or above.
  349. Please see the
  350. `PostgreSQL documentation <https://www.postgresql.org/docs/11/upgrading.html>`_
  351. for more details on upgrading your database.
  352. Upgrading to v1.0
  353. =================
  354. Validation of TLS certificates
  355. ------------------------------
  356. Synapse v1.0 is the first release to enforce
  357. validation of TLS certificates for the federation API. It is therefore
  358. essential that your certificates are correctly configured. See the `FAQ
  359. <docs/MSC1711_certificates_FAQ.md>`_ for more information.
  360. Note, v1.0 installations will also no longer be able to federate with servers
  361. that have not correctly configured their certificates.
  362. In rare cases, it may be desirable to disable certificate checking: for
  363. example, it might be essential to be able to federate with a given legacy
  364. server in a closed federation. This can be done in one of two ways:-
  365. * Configure the global switch ``federation_verify_certificates`` to ``false``.
  366. * Configure a whitelist of server domains to trust via ``federation_certificate_verification_whitelist``.
  367. See the `sample configuration file <docs/sample_config.yaml>`_
  368. for more details on these settings.
  369. Email
  370. -----
  371. When a user requests a password reset, Synapse will send an email to the
  372. user to confirm the request.
  373. Previous versions of Synapse delegated the job of sending this email to an
  374. identity server. If the identity server was somehow malicious or became
  375. compromised, it would be theoretically possible to hijack an account through
  376. this means.
  377. Therefore, by default, Synapse v1.0 will send the confirmation email itself. If
  378. Synapse is not configured with an SMTP server, password reset via email will be
  379. disabled.
  380. To configure an SMTP server for Synapse, modify the configuration section
  381. headed ``email``, and be sure to have at least the ``smtp_host``, ``smtp_port``
  382. and ``notif_from`` fields filled out. You may also need to set ``smtp_user``,
  383. ``smtp_pass``, and ``require_transport_security``.
  384. If you are absolutely certain that you wish to continue using an identity
  385. server for password resets, set ``trust_identity_server_for_password_resets`` to ``true``.
  386. See the `sample configuration file <docs/sample_config.yaml>`_
  387. for more details on these settings.
  388. New email templates
  389. ---------------
  390. Some new templates have been added to the default template directory for the purpose of the
  391. homeserver sending its own password reset emails. If you have configured a custom
  392. ``template_dir`` in your Synapse config, these files will need to be added.
  393. ``password_reset.html`` and ``password_reset.txt`` are HTML and plain text templates
  394. respectively that contain the contents of what will be emailed to the user upon attempting to
  395. reset their password via email. ``password_reset_success.html`` and
  396. ``password_reset_failure.html`` are HTML files that the content of which (assuming no redirect
  397. URL is set) will be shown to the user after they attempt to click the link in the email sent
  398. to them.
  399. Upgrading to v0.99.0
  400. ====================
  401. Please be aware that, before Synapse v1.0 is released around March 2019, you
  402. will need to replace any self-signed certificates with those verified by a
  403. root CA. Information on how to do so can be found at `the ACME docs
  404. <docs/ACME.md>`_.
  405. For more information on configuring TLS certificates see the `FAQ <docs/MSC1711_certificates_FAQ.md>`_.
  406. Upgrading to v0.34.0
  407. ====================
  408. 1. This release is the first to fully support Python 3. Synapse will now run on
  409. Python versions 3.5, or 3.6 (as well as 2.7). We recommend switching to
  410. Python 3, as it has been shown to give performance improvements.
  411. For users who have installed Synapse into a virtualenv, we recommend doing
  412. this by creating a new virtualenv. For example::
  413. virtualenv -p python3 ~/synapse/env3
  414. source ~/synapse/env3/bin/activate
  415. pip install matrix-synapse
  416. You can then start synapse as normal, having activated the new virtualenv::
  417. cd ~/synapse
  418. source env3/bin/activate
  419. synctl start
  420. Users who have installed from distribution packages should see the relevant
  421. package documentation. See below for notes on Debian packages.
  422. * When upgrading to Python 3, you **must** make sure that your log files are
  423. configured as UTF-8, by adding ``encoding: utf8`` to the
  424. ``RotatingFileHandler`` configuration (if you have one) in your
  425. ``<server>.log.config`` file. For example, if your ``log.config`` file
  426. contains::
  427. handlers:
  428. file:
  429. class: logging.handlers.RotatingFileHandler
  430. formatter: precise
  431. filename: homeserver.log
  432. maxBytes: 104857600
  433. backupCount: 10
  434. filters: [context]
  435. console:
  436. class: logging.StreamHandler
  437. formatter: precise
  438. filters: [context]
  439. Then you should update this to be::
  440. handlers:
  441. file:
  442. class: logging.handlers.RotatingFileHandler
  443. formatter: precise
  444. filename: homeserver.log
  445. maxBytes: 104857600
  446. backupCount: 10
  447. filters: [context]
  448. encoding: utf8
  449. console:
  450. class: logging.StreamHandler
  451. formatter: precise
  452. filters: [context]
  453. There is no need to revert this change if downgrading to Python 2.
  454. We are also making available Debian packages which will run Synapse on
  455. Python 3. You can switch to these packages with ``apt-get install
  456. matrix-synapse-py3``, however, please read `debian/NEWS
  457. <https://github.com/matrix-org/synapse/blob/release-v0.34.0/debian/NEWS>`_
  458. before doing so. The existing ``matrix-synapse`` packages will continue to
  459. use Python 2 for the time being.
  460. 2. This release removes the ``riot.im`` from the default list of trusted
  461. identity servers.
  462. If ``riot.im`` is in your homeserver's list of
  463. ``trusted_third_party_id_servers``, you should remove it. It was added in
  464. case a hypothetical future identity server was put there. If you don't
  465. remove it, users may be unable to deactivate their accounts.
  466. 3. This release no longer installs the (unmaintained) Matrix Console web client
  467. as part of the default installation. It is possible to re-enable it by
  468. installing it separately and setting the ``web_client_location`` config
  469. option, but please consider switching to another client.
  470. Upgrading to v0.33.7
  471. ====================
  472. This release removes the example email notification templates from
  473. ``res/templates`` (they are now internal to the python package). This should
  474. only affect you if you (a) deploy your Synapse instance from a git checkout or
  475. a github snapshot URL, and (b) have email notifications enabled.
  476. If you have email notifications enabled, you should ensure that
  477. ``email.template_dir`` is either configured to point at a directory where you
  478. have installed customised templates, or leave it unset to use the default
  479. templates.
  480. Upgrading to v0.27.3
  481. ====================
  482. This release expands the anonymous usage stats sent if the opt-in
  483. ``report_stats`` configuration is set to ``true``. We now capture RSS memory
  484. and cpu use at a very coarse level. This requires administrators to install
  485. the optional ``psutil`` python module.
  486. We would appreciate it if you could assist by ensuring this module is available
  487. and ``report_stats`` is enabled. This will let us see if performance changes to
  488. synapse are having an impact to the general community.
  489. Upgrading to v0.15.0
  490. ====================
  491. If you want to use the new URL previewing API (/_matrix/media/r0/preview_url)
  492. then you have to explicitly enable it in the config and update your dependencies
  493. dependencies. See README.rst for details.
  494. Upgrading to v0.11.0
  495. ====================
  496. This release includes the option to send anonymous usage stats to matrix.org,
  497. and requires that administrators explictly opt in or out by setting the
  498. ``report_stats`` option to either ``true`` or ``false``.
  499. We would really appreciate it if you could help our project out by reporting
  500. anonymized usage statistics from your homeserver. Only very basic aggregate
  501. data (e.g. number of users) will be reported, but it helps us to track the
  502. growth of the Matrix community, and helps us to make Matrix a success, as well
  503. as to convince other networks that they should peer with us.
  504. Upgrading to v0.9.0
  505. ===================
  506. Application services have had a breaking API change in this version.
  507. They can no longer register themselves with a home server using the AS HTTP API. This
  508. decision was made because a compromised application service with free reign to register
  509. any regex in effect grants full read/write access to the home server if a regex of ``.*``
  510. is used. An attack where a compromised AS re-registers itself with ``.*`` was deemed too
  511. big of a security risk to ignore, and so the ability to register with the HS remotely has
  512. been removed.
  513. It has been replaced by specifying a list of application service registrations in
  514. ``homeserver.yaml``::
  515. app_service_config_files: ["registration-01.yaml", "registration-02.yaml"]
  516. Where ``registration-01.yaml`` looks like::
  517. url: <String> # e.g. "https://my.application.service.com"
  518. as_token: <String>
  519. hs_token: <String>
  520. sender_localpart: <String> # This is a new field which denotes the user_id localpart when using the AS token
  521. namespaces:
  522. users:
  523. - exclusive: <Boolean>
  524. regex: <String> # e.g. "@prefix_.*"
  525. aliases:
  526. - exclusive: <Boolean>
  527. regex: <String>
  528. rooms:
  529. - exclusive: <Boolean>
  530. regex: <String>
  531. Upgrading to v0.8.0
  532. ===================
  533. Servers which use captchas will need to add their public key to::
  534. static/client/register/register_config.js
  535. window.matrixRegistrationConfig = {
  536. recaptcha_public_key: "YOUR_PUBLIC_KEY"
  537. };
  538. This is required in order to support registration fallback (typically used on
  539. mobile devices).
  540. Upgrading to v0.7.0
  541. ===================
  542. New dependencies are:
  543. - pydenticon
  544. - simplejson
  545. - syutil
  546. - matrix-angular-sdk
  547. To pull in these dependencies in a virtual env, run::
  548. python synapse/python_dependencies.py | xargs -n 1 pip install
  549. Upgrading to v0.6.0
  550. ===================
  551. To pull in new dependencies, run::
  552. python setup.py develop --user
  553. This update includes a change to the database schema. To upgrade you first need
  554. to upgrade the database by running::
  555. python scripts/upgrade_db_to_v0.6.0.py <db> <server_name> <signing_key>
  556. Where `<db>` is the location of the database, `<server_name>` is the
  557. server name as specified in the synapse configuration, and `<signing_key>` is
  558. the location of the signing key as specified in the synapse configuration.
  559. This may take some time to complete. Failures of signatures and content hashes
  560. can safely be ignored.
  561. Upgrading to v0.5.1
  562. ===================
  563. Depending on precisely when you installed v0.5.0 you may have ended up with
  564. a stale release of the reference matrix webclient installed as a python module.
  565. To uninstall it and ensure you are depending on the latest module, please run::
  566. $ pip uninstall syweb
  567. Upgrading to v0.5.0
  568. ===================
  569. The webclient has been split out into a seperate repository/pacakage in this
  570. release. Before you restart your homeserver you will need to pull in the
  571. webclient package by running::
  572. python setup.py develop --user
  573. This release completely changes the database schema and so requires upgrading
  574. it before starting the new version of the homeserver.
  575. The script "database-prepare-for-0.5.0.sh" should be used to upgrade the
  576. database. This will save all user information, such as logins and profiles,
  577. but will otherwise purge the database. This includes messages, which
  578. rooms the home server was a member of and room alias mappings.
  579. If you would like to keep your history, please take a copy of your database
  580. file and ask for help in #matrix:matrix.org. The upgrade process is,
  581. unfortunately, non trivial and requires human intervention to resolve any
  582. resulting conflicts during the upgrade process.
  583. Before running the command the homeserver should be first completely
  584. shutdown. To run it, simply specify the location of the database, e.g.:
  585. ./scripts/database-prepare-for-0.5.0.sh "homeserver.db"
  586. Once this has successfully completed it will be safe to restart the
  587. homeserver. You may notice that the homeserver takes a few seconds longer to
  588. restart than usual as it reinitializes the database.
  589. On startup of the new version, users can either rejoin remote rooms using room
  590. aliases or by being reinvited. Alternatively, if any other homeserver sends a
  591. message to a room that the homeserver was previously in the local HS will
  592. automatically rejoin the room.
  593. Upgrading to v0.4.0
  594. ===================
  595. This release needs an updated syutil version. Run::
  596. python setup.py develop
  597. You will also need to upgrade your configuration as the signing key format has
  598. changed. Run::
  599. python -m synapse.app.homeserver --config-path <CONFIG> --generate-config
  600. Upgrading to v0.3.0
  601. ===================
  602. This registration API now closely matches the login API. This introduces a bit
  603. more backwards and forwards between the HS and the client, but this improves
  604. the overall flexibility of the API. You can now GET on /register to retrieve a list
  605. of valid registration flows. Upon choosing one, they are submitted in the same
  606. way as login, e.g::
  607. {
  608. type: m.login.password,
  609. user: foo,
  610. password: bar
  611. }
  612. The default HS supports 2 flows, with and without Identity Server email
  613. authentication. Enabling captcha on the HS will add in an extra step to all
  614. flows: ``m.login.recaptcha`` which must be completed before you can transition
  615. to the next stage. There is a new login type: ``m.login.email.identity`` which
  616. contains the ``threepidCreds`` key which were previously sent in the original
  617. register request. For more information on this, see the specification.
  618. Web Client
  619. ----------
  620. The VoIP specification has changed between v0.2.0 and v0.3.0. Users should
  621. refresh any browser tabs to get the latest web client code. Users on
  622. v0.2.0 of the web client will not be able to call those on v0.3.0 and
  623. vice versa.
  624. Upgrading to v0.2.0
  625. ===================
  626. The home server now requires setting up of SSL config before it can run. To
  627. automatically generate default config use::
  628. $ python synapse/app/homeserver.py \
  629. --server-name machine.my.domain.name \
  630. --bind-port 8448 \
  631. --config-path homeserver.config \
  632. --generate-config
  633. This config can be edited if desired, for example to specify a different SSL
  634. certificate to use. Once done you can run the home server using::
  635. $ python synapse/app/homeserver.py --config-path homeserver.config
  636. See the README.rst for more information.
  637. Also note that some config options have been renamed, including:
  638. - "host" to "server-name"
  639. - "database" to "database-path"
  640. - "port" to "bind-port" and "unsecure-port"
  641. Upgrading to v0.0.1
  642. ===================
  643. This release completely changes the database schema and so requires upgrading
  644. it before starting the new version of the homeserver.
  645. The script "database-prepare-for-0.0.1.sh" should be used to upgrade the
  646. database. This will save all user information, such as logins and profiles,
  647. but will otherwise purge the database. This includes messages, which
  648. rooms the home server was a member of and room alias mappings.
  649. Before running the command the homeserver should be first completely
  650. shutdown. To run it, simply specify the location of the database, e.g.:
  651. ./scripts/database-prepare-for-0.0.1.sh "homeserver.db"
  652. Once this has successfully completed it will be safe to restart the
  653. homeserver. You may notice that the homeserver takes a few seconds longer to
  654. restart than usual as it reinitializes the database.
  655. On startup of the new version, users can either rejoin remote rooms using room
  656. aliases or by being reinvited. Alternatively, if any other homeserver sends a
  657. message to a room that the homeserver was previously in the local HS will
  658. automatically rejoin the room.