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Merge branch 'master' into element-call-integration
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@@ -1,6 +1,22 @@
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<!--
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SPDX-FileCopyrightText: 2018 - 2024 MDAD project contributors
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SPDX-FileCopyrightText: 2018 - 2025 Slavi Pantaleev
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SPDX-FileCopyrightText: 2020 Sabine Laszakovits
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SPDX-FileCopyrightText: 2021 Cody Neiman
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SPDX-FileCopyrightText: 2021 Matthew Cengia
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SPDX-FileCopyrightText: 2021 Toni Spets
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SPDX-FileCopyrightText: 2022 Julian Foad
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SPDX-FileCopyrightText: 2022 Julian-Samuel Gebühr
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SPDX-FileCopyrightText: 2022 Vladimir Panteleev
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SPDX-FileCopyrightText: 2023 Shreyas Ajjarapu
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SPDX-FileCopyrightText: 2024 - 2025 Suguru Hirahara
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SPDX-License-Identifier: AGPL-3.0-or-later
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-->
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# Configuring the playbook
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<sup>⚡️[Quick start](quick-start.md) | [Prerequisites](prerequisites.md) > [Configuring your DNS settings](configuring-dns.md) > [Getting the playbook](getting-the-playbook.md) > Configuring the playbook > [Installing](installing.md)</sup>
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<sup>[Prerequisites](prerequisites.md) > [Configuring DNS settings](configuring-dns.md) > [Getting the playbook](getting-the-playbook.md) > Configuring the playbook > [Installing](installing.md)</sup>
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If you've configured your DNS records and retrieved the playbook's source code to your computer, you can start configuring the playbook. To do so, follow these steps inside the playbook directory:
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@@ -8,13 +24,13 @@ If you've configured your DNS records and retrieved the playbook's source code t
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2. copy the sample configuration file (`cp examples/vars.yml inventory/host_vars/matrix.example.com/vars.yml`)
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3. edit the configuration file (`inventory/host_vars/matrix.example.com/vars.yml`) to your liking. You may also take a look at the various `roles/*/ROLE_NAME_HERE/defaults/main.yml` files and see if there's something you'd like to copy over and override in your `vars.yml` configuration file.
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3. edit the configuration file (`inventory/host_vars/matrix.example.com/vars.yml`) to your liking. You may also take a look at the various `roles/*/ROLE_NAME_HERE/defaults/main.yml` files (after importing external roles with `just update` into `roles/galaxy`) and see if there's something you'd like to copy over and override in your `vars.yml` configuration file.
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4. copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)
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5. edit the inventory hosts file (`inventory/hosts`) to your liking
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6. (optional, advanced) you may wish to keep your `inventory` directory under version control with [git](https://git-scm.com/) or any other version-control system.
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6. (optional, advanced) you may wish to keep your `inventory` directory under version control with [git](https://git-scm.com/) or any other version-control system. The `inventory` directory path is ignored via `.gitignore`, so it won't be part of the playbook repository. You can safely create a new git repository inside that directory with `git init`, etc.
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7. (optional, advanced) to run Ansible against multiple servers with different `sudo` credentials, you can copy the sample inventory hosts yaml file for each of your hosts: (`cp examples/host.yml inventory/my_host1.yml` …) and use the [`ansible-all-hosts.sh`](../bin/ansible-all-hosts.sh) script [in the installation step](installing.md).
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@@ -24,9 +40,10 @@ For a more custom setup, see the [Other configuration options](#other-configurat
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[▶️](installing.md) When you're done with all the configuration you'd like to do, continue with [Installing](installing.md).
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## Other configuration options
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**Note**: some of the roles like one for integrating Etherpad or Jitsi are managed by their own repositories, and the configuration files for them cannot be found locally (in `roles/galaxy`) until those roles are fetched from the upstream projects. Check [requirements.yml](../requirements.yml) for the URLs of those roles.
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### Core service adjustments
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- Homeserver configuration:
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@@ -34,12 +51,14 @@ For a more custom setup, see the [Other configuration options](#other-configurat
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- [Configuring Conduit](configuring-playbook-conduit.md), if you've switched to the [Conduit](https://conduit.rs) homeserver implementation
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- [Configuring conduwuit](configuring-playbook-conduwuit.md), if you've switched to the [conduwuit](https://conduwuit.puppyirl.gay/) homeserver implementation
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- [Configuring Dendrite](configuring-playbook-dendrite.md), if you've switched to the [Dendrite](https://matrix-org.github.io/dendrite) homeserver implementation
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- Server components:
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- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md)
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- [Adjusting TURN server configuration](configuring-playbook-turn.md) (advanced)
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- [Configuring a TURN server](configuring-playbook-turn.md) (advanced)
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- [Configuring the Traefik reverse-proxy](configuring-playbook-traefik.md) (advanced)
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- [Controlling Matrix federation](configuring-playbook-federation.md)
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- [Configuring IPv6](./configuring-ipv6.md)
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### Clients
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Web clients for Matrix that you can host on your own domains.
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- [Setting up SchildiChat Web](configuring-playbook-client-schildichat-web.md), if you've enabled [SchildiChat Web](https://schildi.chat/), a web client based on [Element Web](https://element.io/) with some extras and tweaks
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- [Setting up FluffyChat Web](configuring-playbook-client-fluffychat-web.md), if you've enabled [FluffyChat Web](https://github.com/krille-chan/fluffychat), a cute cross-platform messenger (web, iOS, Android) for Matrix written in [Flutter](https://flutter.dev/)
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### Authentication and user-related
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Extend and modify how users are authenticated on your homeserver.
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Use alternative file storage to the default `media_store` folder.
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- [Storing Matrix media files on Amazon S3 with Goofys](configuring-playbook-s3-goofys.md)
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- [Storing Matrix media files using matrix-media-repo](configuring-playbook-matrix-media-repo.md)
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- [Storing Synapse media files on Amazon S3 or another compatible Object Storage](configuring-playbook-s3.md)
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- [Storing Matrix media files using matrix-media-repo](configuring-playbook-matrix-media-repo.md)
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- [Storing Synapse media files on Amazon S3 with Goofys](configuring-playbook-s3-goofys.md)
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- [Storing Synapse media files on Amazon S3 with synapse-s3-storage-provider](configuring-playbook-synapse-s3-storage-provider.md)
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### Bridging other networks
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Bridges can be used to connect your Matrix installation with third-party communication networks.
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- [Setting up a Generic Mautrix Bridge](configuring-playbook-bridge-mautrix-bridges.md) — a common guide for configuring mautrix bridges
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- [Setting up Mautrix Bluesky bridging](configuring-playbook-bridge-mautrix-bluesky.md)
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- [Setting up Mautrix Discord bridging](configuring-playbook-bridge-mautrix-discord.md)
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- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md)
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@@ -140,7 +170,7 @@ Bridges can be used to connect your Matrix installation with third-party communi
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- [Setting up Beeper LinkedIn bridging](configuring-playbook-bridge-beeper-linkedin.md)
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- [Setting up matrix-hookshot](configuring-playbook-bridge-hookshot.md) - a bridge between Matrix and multiple project management services, such as [GitHub](https://github.com), [GitLab](https://about.gitlab.com) and [JIRA](https://www.atlassian.com/software/jira).
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- [Setting up matrix-hookshot](configuring-playbook-bridge-hookshot.md) — a bridge between Matrix and multiple project management services, such as [GitHub](https://github.com), [GitLab](https://about.gitlab.com) and [JIRA](https://www.atlassian.com/software/jira).
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- [Setting up MX Puppet Slack bridging](configuring-playbook-bridge-mx-puppet-slack.md)
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- [Setting up Go Skype Bridge bridging](configuring-playbook-bridge-go-skype-bridge.md)
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- [Setting up Email2Matrix](configuring-playbook-email2matrix.md)
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- [Setting up Postmoogle email bridging](configuring-playbook-bridge-postmoogle.md)
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- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md)
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@@ -166,28 +194,27 @@ Bridges can be used to connect your Matrix installation with third-party communi
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- [Setting up WeChat bridging](configuring-playbook-bridge-wechat.md)
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### Bots
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Bots provide various additional functionality to your installation.
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- [Setting up baibot](configuring-playbook-bot-baibot.md) - a bot through which you can talk to various [AI](https://en.wikipedia.org/wiki/Artificial_intelligence) / [Large Language Models](https://en.wikipedia.org/wiki/Large_language_model) services ([OpenAI](https://openai.com/)'s [ChatGPT](https://openai.com/blog/chatgpt/) and [others](https://github.com/etkecc/baibot/blob/main/docs/providers.md))
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- [Setting up baibot](configuring-playbook-bot-baibot.md) — a bot through which you can talk to various [AI](https://en.wikipedia.org/wiki/Artificial_intelligence) / [Large Language Models](https://en.wikipedia.org/wiki/Large_language_model) services ([OpenAI](https://openai.com/)'s [ChatGPT](https://openai.com/blog/chatgpt/) and [others](https://github.com/etkecc/baibot/blob/main/docs/providers.md))
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- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff
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- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) — a bot to remind you about stuff
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- [Setting up matrix-registration-bot](configuring-playbook-bot-matrix-registration-bot.md) - a bot to create and manage registration tokens to invite users
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- [Setting up matrix-registration-bot](configuring-playbook-bot-matrix-registration-bot.md) — a bot to create and manage registration tokens to invite users
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- [Setting up maubot](configuring-playbook-bot-maubot.md) - a plugin-based Matrix bot system
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- [Setting up maubot](configuring-playbook-bot-maubot.md) — a plugin-based Matrix bot system
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- [Setting up Honoroit](configuring-playbook-bot-honoroit.md) - a helpdesk bot
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- [Setting up Honoroit](configuring-playbook-bot-honoroit.md) — a helpdesk bot
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- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) - a moderation tool/bot
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- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) — a moderation tool/bot
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- [Setting up Draupnir](configuring-playbook-bot-draupnir.md) - a moderation tool/bot, forked from Mjolnir and maintained by its former leader developer
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- [Setting up Draupnir](configuring-playbook-bot-draupnir.md) — a moderation tool/bot, forked from Mjolnir and maintained by its former leader developer
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- [Setting up Draupnir for all/D4A](configuring-playbook-appservice-draupnir-for-all.md) - like the [Draupnir bot](configuring-playbook-bot-draupnir.md) mentioned above, but running in appservice mode and supporting multiple instances
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- [Setting up Draupnir for all/D4A](configuring-playbook-appservice-draupnir-for-all.md) — like the [Draupnir bot](configuring-playbook-bot-draupnir.md) mentioned above, but running in appservice mode and supporting multiple instances
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- [Setting up Buscarron](configuring-playbook-bot-buscarron.md) - a bot you can use to send any form (HTTP POST, HTML) to a (encrypted) Matrix room
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- [Setting up Buscarron](configuring-playbook-bot-buscarron.md) — a bot you can use to send any form (HTTP POST, HTML) to a (encrypted) Matrix room
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### Administration
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- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md)
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- [Enabling metrics and graphs for NginX logs](configuring-playbook-prometheus-nginxlog.md)
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- [Setting up the rageshake bug report server](configuring-playbook-rageshake.md)
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- [Enabling synapse-usage-exporter for Synapse usage statistics](configuring-playbook-synapse-usage-exporter.md)
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- Backups:
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- [Setting up BorgBackup](configuring-playbook-backup-borg.md) - a full Matrix server backup solution, including the Postgres database
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- [Setting up BorgBackup](configuring-playbook-backup-borg.md) — a full Matrix server backup solution, including the Postgres database
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- [Setting up postgres backup](configuring-playbook-postgres-backup.md) - a Postgres-database backup solution (note: does not include other files)
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- [Setting up Postgres backup](configuring-playbook-postgres-backup.md) — a Postgres-database backup solution (note: does not include other files)
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### Other specialized services
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- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md)
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- [Setting up Cactus Comments](configuring-playbook-cactus-comments.md) - a federated comment system built on Matrix
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- [Setting up Cactus Comments](configuring-playbook-cactus-comments.md) — a federated comment system built on Matrix
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- [Setting up Pantalaimon (E2EE aware proxy daemon)](configuring-playbook-pantalaimon.md) (advanced)
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- [Setting up the Sliding Sync proxy](configuring-playbook-sliding-sync-proxy.md) for clients which require Sliding Sync support (like old Element X versions, before it got switched to Simplified Sliding Sync)
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- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (deprecated; the bridge's author suggests taking a look at [matrix-hookshot](https://github.com/matrix-org/matrix-hookshot) as a replacement, which can also be installed using [this playbook](configuring-playbook-bridge-hookshot.md))
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- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (deprecated; the bridge's author suggests taking a look at [matrix-hookshot](https://github.com/matrix-org/matrix-hookshot) as a replacement, which can also be [installed using this playbook](configuring-playbook-bridge-hookshot.md))
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- [Setting up the Dimension integration manager](configuring-playbook-dimension.md) ([unmaintained](https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/2806#issuecomment-1673559299); after [installing](installing.md))
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- [Setting up Go-NEB](configuring-playbook-bot-go-neb.md) (unmaintained; the bridge's author suggests taking a look at [matrix-hookshot](https://github.com/matrix-org/matrix-hookshot) as a replacement, which can also be installed using [this playbook](configuring-playbook-bridge-hookshot.md))
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- [Setting up Email2Matrix](configuring-playbook-email2matrix.md) (removed; the author suggests taking a look at [Postmoogle](https://github.com/etkecc/postmoogle) as a replacement, which can also be [installed using this playbook](configuring-playbook-bridge-postmoogle.md))
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- [Setting up matrix-bot-chatgpt](configuring-playbook-bot-chatgpt.md) (unmaintained; the bridge's author suggests taking a look at [baibot](https://github.com/etkecc/baibot) as a replacement, which can also be installed using [this playbook](configuring-playbook-bot-baibot.md))
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- [Setting up Go-NEB](configuring-playbook-bot-go-neb.md) (unmaintained; the bridge's author suggests taking a look at [matrix-hookshot](https://github.com/matrix-org/matrix-hookshot) as a replacement, which can also be [installed using this playbook](configuring-playbook-bridge-hookshot.md))
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- [Setting up matrix-bot-chatgpt](configuring-playbook-bot-chatgpt.md) (unmaintained; the bridge's author suggests taking a look at [baibot](https://github.com/etkecc/baibot) as a replacement, which can also be [installed using this playbook](configuring-playbook-bot-baibot.md))
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- [Setting up Mautrix Facebook bridging](configuring-playbook-bridge-mautrix-facebook.md) (deprecated in favor of the Messenger/Instagram bridge with [mautrix-meta-messenger](configuring-playbook-bridge-mautrix-meta-messenger.md))
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- [Setting up Mautrix Hangouts bridging](configuring-playbook-bridge-mautrix-hangouts.md) (deprecated in favor of the Google Chat bridge with [mautrix-googlechat](configuring-playbook-bridge-mautrix-googlechat.md))
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- [Setting up Mautrix Instagram bridging](configuring-playbook-bridge-mautrix-instagram.md) (deprecated in favor of the Messenger/Instagram bridge with [mautrix-meta-instagram](configuring-playbook-bridge-mautrix-meta-instagram.md))
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- [Setting up MX Puppet Skype bridging](configuring-playbook-bridge-mx-puppet-skype.md) (removed; this component has been broken for a long time, so it has been removed from the playbook. Consider [setting up Go Skype Bridge bridging](configuring-playbook-bridge-go-skype-bridge.md))
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