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- <h1 id="support-in-synapse-for-tracking-agreement-to-server-terms-and-conditions"><a class="header" href="#support-in-synapse-for-tracking-agreement-to-server-terms-and-conditions">Support in Synapse for tracking agreement to server terms and conditions</a></h1>
- <p>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.</p>
- <p>There are several parts to this functionality; each requires some specific
- configuration in <code>homeserver.yaml</code> to be enabled.</p>
- <p>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.</p>
- <h2 id="collecting-policy-agreement-from-a-user"><a class="header" href="#collecting-policy-agreement-from-a-user">Collecting policy agreement from a user</a></h2>
- <p>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.</p>
- <p>To enable this, first create templates for the policy and success pages.
- These should be stored on the local filesystem.</p>
- <p>These templates use the <a href="http://jinja.pocoo.org">Jinja2</a> templating language,
- and <a href="https://github.com/matrix-org/synapse/tree/develop/docs/privacy_policy_templates/">docs/privacy_policy_templates</a>
- gives examples of the sort of thing that can be done.</p>
- <p>Note that the templates must be stored under a name giving the language of the
- template - currently this must always be <code>en</code> (for "English");
- internationalisation support is intended for the future.</p>
- <p>The template for the policy itself should be versioned and named according to
- the version: for example <code>1.0.html</code>. The version of the policy which the user
- has agreed to is stored in the database.</p>
- <p>Once the templates are in place, make the following changes to <code>homeserver.yaml</code>:</p>
- <ol>
- <li>
- <p>Add a <code>user_consent</code> section, which should look like:</p>
- <pre><code class="language-yaml">user_consent:
- template_dir: privacy_policy_templates
- version: 1.0
- </code></pre>
- <p><code>template_dir</code> points to the directory containing the policy
- templates. <code>version</code> defines the version of the policy which will be served
- to the user. In the example above, Synapse will serve
- <code>privacy_policy_templates/en/1.0.html</code>.</p>
- </li>
- <li>
- <p>Add a <code>form_secret</code> setting at the top level:</p>
- <pre><code class="language-yaml">form_secret: "<unique secret>"
- </code></pre>
- <p>This should be set to an arbitrary secret string (try <code>pwgen -y 30</code> to
- generate suitable secrets).</p>
- <p>More on what this is used for below.</p>
- </li>
- <li>
- <p>Add <code>consent</code> wherever the <code>client</code> resource is currently enabled in the
- <code>listeners</code> configuration. For example:</p>
- <pre><code class="language-yaml">listeners:
- - port: 8008
- resources:
- - names:
- - client
- - consent
- </code></pre>
- </li>
- </ol>
- <p>Finally, ensure that <code>jinja2</code> is installed. If you are using a virtualenv, this
- should be a matter of <code>pip install Jinja2</code>. On debian, try <code>apt-get install python-jinja2</code>.</p>
- <p>Once this is complete, and the server has been restarted, try visiting
- <code>https://<server>/_matrix/consent</code>. 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.</p>
- <h3 id="enabling-consent-tracking-at-registration"><a class="header" href="#enabling-consent-tracking-at-registration">Enabling consent tracking at registration</a></h3>
- <ol>
- <li>
- <p>Add the following to your configuration:</p>
- <pre><code class="language-yaml">user_consent:
- require_at_registration: true
- policy_name: "Privacy Policy" # or whatever you'd like to call the policy
- </code></pre>
- </li>
- <li>
- <p>In your consent templates, make use of the <code>public_version</code> variable to
- see if an unauthenticated user is viewing the page. This is typically
- wrapped around the form that would be used to actually agree to the document:</p>
- <pre><code class="language-html">{% if not public_version %}
- <!-- The variables used here are only provided when the 'u' param is given to the homeserver -->
- <form method="post" action="consent">
- <input type="hidden" name="v" value="{{version}}"/>
- <input type="hidden" name="u" value="{{user}}"/>
- <input type="hidden" name="h" value="{{userhmac}}"/>
- <input type="submit" value="Sure thing!"/>
- </form>
- {% endif %}
- </code></pre>
- </li>
- <li>
- <p>Restart Synapse to apply the changes.</p>
- </li>
- </ol>
- <p>Visiting <code>https://<server>/_matrix/consent</code> should now give you a view of the privacy
- document. This is what users will be able to see when registering for accounts.</p>
- <h3 id="constructing-the-consent-uri"><a class="header" href="#constructing-the-consent-uri">Constructing the consent URI</a></h3>
- <p>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 <code>https://<server>/_matrix/consent</code> URL and add the following
- query parameters:</p>
- <ul>
- <li>
- <p><code>u</code>: the user id of the user. This can either be a full MXID
- (<code>@user:server.com</code>) or just the localpart (<code>user</code>).</p>
- </li>
- <li>
- <p><code>h</code>: hex-encoded HMAC-SHA256 of <code>u</code> using the <code>form_secret</code> as a key. It is
- possible to calculate this on the commandline with something like:</p>
- <pre><code class="language-bash">echo -n '<user>' | openssl sha256 -hmac '<form_secret>'
- </code></pre>
- <p>This should result in a URI which looks something like:
- <code>https://<server>/_matrix/consent?u=<user>&h=68a152465a4d...</code>.</p>
- </li>
- </ul>
- <p>Note that not providing a <code>u</code> parameter will be interpreted as wanting to view
- the document from an unauthenticated perspective, such as prior to registration.
- Therefore, the <code>h</code> parameter is not required in this scenario. To enable this
- behaviour, set <code>require_at_registration</code> to <code>true</code> in your <code>user_consent</code> config.</p>
- <h2 id="sending-users-a-server-notice-asking-them-to-agree-to-the-policy"><a class="header" href="#sending-users-a-server-notice-asking-them-to-agree-to-the-policy">Sending users a server notice asking them to agree to the policy</a></h2>
- <p>It is possible to configure Synapse to send a <a href="server_notices.html">server
- notice</a> to anybody who has not yet agreed to the current
- version of the policy. To do so:</p>
- <ul>
- <li>
- <p>ensure that the consent resource is configured, as in the previous section</p>
- </li>
- <li>
- <p>ensure that server notices are configured, as in <a href="server_notices.html">the server notice documentation</a>.</p>
- </li>
- <li>
- <p>Add <code>server_notice_content</code> under <code>user_consent</code> in <code>homeserver.yaml</code>. For
- example:</p>
- <pre><code class="language-yaml">user_consent:
- server_notice_content:
- msgtype: m.text
- body: >-
- Please give your consent to the privacy policy at %(consent_uri)s.
- </code></pre>
- <p>Synapse automatically replaces the placeholder <code>%(consent_uri)s</code> with the
- consent uri for that user.</p>
- </li>
- <li>
- <p>ensure that <code>public_baseurl</code> is set in <code>homeserver.yaml</code>, and gives the base
- URI that clients use to connect to the server. (It is used to construct
- <code>consent_uri</code> in the server notice.)</p>
- </li>
- </ul>
- <h2 id="blocking-users-from-using-the-server-until-they-agree-to-the-policy"><a class="header" href="#blocking-users-from-using-the-server-until-they-agree-to-the-policy">Blocking users from using the server until they agree to the policy</a></h2>
- <p>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).</p>
- <p>To enable this, add <code>block_events_error</code> under <code>user_consent</code>. For example:</p>
- <pre><code class="language-yaml">user_consent:
- block_events_error: >-
- You can't send any messages until you consent to the privacy policy at
- %(consent_uri)s.
- </code></pre>
- <p>Synapse automatically replaces the placeholder <code>%(consent_uri)s</code> with the
- consent uri for that user.</p>
- <p>ensure that <code>public_baseurl</code> is set in <code>homeserver.yaml</code>, and gives the base
- URI that clients use to connect to the server. (It is used to construct
- <code>consent_uri</code> in the error.)</p>
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