More documentation

This commit is contained in:
Maxime Dor
2017-10-07 17:59:55 +02:00
parent 3b697e86ac
commit 30260af1f2
8 changed files with 321 additions and 210 deletions

175
README.md
View File

@@ -5,14 +5,14 @@ mxisd - Federated Matrix Identity Server Daemon
- [Overview](#overview)
- [Features](#features)
- [Why use mxisd](#why-use-mxisd)
- [Quick start](#quick-start)
- [Getting Started](#getting-started)
- [Support](#support)
- [Contribute](#contribute)
- [FAQ](#faq)
- [Contact](#contact)
# Overview
mxisd is a Federated Matrix Identity server for self-hosted Matrix infrastructures with enhanced features.
mxisd is a Federated Matrix Identity server for self-hosted Matrix infrastructures with [enhanced features](#features).
It is specifically designed to connect to an Identity store (AD/Samba/LDAP, SQL Database, Web services/application, ...)
and ease the integration of the Matrix ecosystem with an existing infrastructure, or to build a new one using lasting
@@ -29,8 +29,9 @@ users. 3PIDs can be anything that identify a user, like:
- Facebook ID
- ...
mxisd is an enhanced Identity service, which implements the [Matrix Identity service API](https://matrix.org/docs/spec/identity_service/unstable.html)
but also several other features that greatly enhance user experience within Matrix.
mxisd is an enhanced Identity service, which implements the
[Matrix Identity service API](https://matrix.org/docs/spec/identity_service/unstable.html) but also several
[other features](#features) that greatly enhance user experience within Matrix.
mxisd is the one stop shop for anything regarding Authentication, Directory and Identity management in Matrix built as a
single coherent product.
@@ -64,115 +65,20 @@ currently **cannot be removed**
- Users can directly find each other using whatever attribute is relevant within your Identity store
- Federate your Identity lookups so you can discover others and/or others can discover you, all with extensive ACLs
# Quick Start
1. [Preparation](#preparation)
2. [Install](#install)
3. [Configure](#configure)
4. [Integrate](#integrate)
5. [Validate](#validate)
Following these quick start instructions, you will have a basic setup that can perform recursive/federated lookups and
talk to the central Matrix.org Identity service.
This will be a good ground work for further integration with your existing Identity stores.
## Preparation
You will need:
- Homeserver
- Reverse proxy with regular TLS/SSL certificate (Let's encrypt) for your mxisd domain
As synapse requires an HTTPS connection when talking to an Identity service, a reverse proxy is required as mxisd does
not support HTTPS listener at this time.
For maximum integration, it is best to have your Homeserver and mxisd reachable via the same hostname.
You can also use a dedicated domain for mxisd, but will not have access to some features.
Be aware of a [NAT/Reverse proxy gotcha](https://github.com/kamax-io/mxisd/wiki/Gotchas#nating) if you use the same
hostname.
The following Quick Start guide assumes you will host the Homeserver and mxisd under the same hostname.
If you would like a high-level view of the infrastructure and how each feature is integrated, see the
[dedicated document](docs/architecture.md)
## Install
Install via:
- [Debian package](docs/install/debian.md)
- [Docker image](docs/install/docker.md)
- [Sources](docs/build.md)
See the [Latest release](https://github.com/kamax-io/mxisd/releases/latest) for links to each.
## Configure
Create/edit a minimal configuration (see installer doc for the location):
```
matrix.domain: 'MyMatrixDomain.org'
key.path: '/path/to/signing.key.file'
storage.provider.sqlite.database: '/path/to/mxisd.db'
```
- `matrix.domain` should be set to your Homeserver domain
- `key.path` will store the signing keys, which must be kept safe!
- `storage.provider.sqlite.database` is the location of the SQLite Database file which will hold state (invites, etc.)
If your HS/mxisd hostname is not the same as your Matrix domain, configure `server.name`.
Complete configuration guide is available [here](docs/configure.md).
## Integrate
For an overview of a typical mxisd infrastructure, see the [dedicated document](docs/architecture.md)
### Reverse proxy
#### Apache2
In the VirtualHost handling the domain with SSL, add the following line and replace `0.0.0.0` by the right address/host.
**This line MUST be present before the one for the homeserver!**
```
ProxyPass /_matrix/identity/ http://0.0.0.0:8090/_matrix/identity/
```
Typical VirtualHost configuration would be:
```
<VirtualHost *:443>
ServerName example.org
...
ProxyPreserveHost on
ProxyPass /_matrix/identity/ http://10.1.2.3:8090/_matrix/identity/
ProxyPass /_matrix/ http://10.1.2.3:8008/_matrix/
</VirtualHost>
```
### Synapse
Add your mxisd domain into the `homeserver.yaml` at `trusted_third_party_id_servers` and restart synapse.
In a typical configuration, you would end up with something similair to:
```
trusted_third_party_id_servers:
- matrix.org
- vector.im
- example.org
```
It is recommended to remove `matrix.org` and `vector.im` so only your own Identity server is allowed by synapse.
### Federation and network discovery
See the [dedicated document](docs/features/federation.md).
## Validate
Log in using your Matrix client and set `https://example.org` as your Identity server URL, replacing `example.org` by
the relevant hostname which you configured in your reverse proxy.
Invite `mxisd-lookup-test@kamax.io` to a room, which should be turned into a Matrix invite to `@mxisd-lookup-test:kamax.io`.
**NOTE:** you might not see a Matrix suggestion for the e-mail address, which is normal. Still proceed with the invite.
If it worked, it means you are up and running and can enjoy mxisd in its basic mode! Congratulations!
If it did not work, [get in touch](#support) and we'll do our best to get you started.
You can now integrate mxisd further with your infrastructure using the various [features](docs/README.md) guides.
# Getting started
See the [dedicated document](docs/getting-started.md)
# Support
## Community
If you need help, want to report a bug or just say hi, you can reach us on Matrix at
[#mxisd:kamax.io](https://matrix.to/#/#mxisd:kamax.io) or [directly peek anonymously](https://view.matrix.org/room/!NPRUEisLjcaMtHIzDr:kamax.io/).
[#mxisd:kamax.io](https://matrix.to/#/#mxisd:kamax.io) or
[directly peek anonymously](https://view.matrix.org/room/!NPRUEisLjcaMtHIzDr:kamax.io/).
For more high-level discussion about the Identity Server architecture/API, go to
[#matrix-identity:matrix.org](https://matrix.to/#/#matrix-identity:matrix.org)
## Professional
If you would prefer professional support/custom development for mxisd and/or for Matrix in general, including other open source technologies/products,
please visit [our website](https://www.kamax.io/) to get in touch with us and get a quote.
If you would prefer professional support/custom development for mxisd and/or for Matrix in general, including other open
source technologies/products, please visit [our website](https://www.kamax.io/) to get in touch with us and get a quote.
We offer affordable monthly/yearly support plans for mxisd, synapse or your full Matrix infrastructure.
@@ -194,64 +100,7 @@ maintained regularly and you get direct access to the support team.
- Sponsoring new features or bug fixes. [Get in touch](#contact) so we can discuss it further.
# FAQ
### Do I need to use mxisd if I run a Homeserver?
No, but it is recommended, even if you don't use any backends or integration.
mxisd in its default configuration will use federation and involve the central Matrix.org Identity servers when
performing queries, giving you access to at least the same information as if you were not running it.
It will also give your users a choice to make their 3PIDs available publicly, ensuring they are made aware of the
privacy consequences, which is not the case with the central Matrix.org servers.
So mxisd is like your gatekeeper and guardian angel. It does not change what you already know, just adds some nice
simple features on top of it.
### I already use the synapse LDAP3 auth provider, why should I care about mxisd?
The [synapse LDAP3 auth provider](https://github.com/matrix-org/matrix-synapse-ldap3) only handles on specific flow:
validate credentials at login.
It does not:
- Auto-provision user profiles
- Integrate with Identity management
- Integrate with Directory searches
- Protect you against the username case sensitivites issues in synapse
mxisd is a replacement and enhancement of it, and also offers coherent results in all areas, which LDAP3 auth provider
does not.
### I saw that sydent is the official Identity server implemenation of the Matrix team, I should use that!
You can, but [sydent](https://github.com/matrix-org/sydent):
- [should not be used and/or self-hosted](https://github.com/matrix-org/sydent/issues/22)
- is not meant to be linked to a specific Homeserver / domain
- cannot handle federation or proxy lookups, effectively isolating your users from the rest of the network
- forces you to duplicate all your identity data, so people can be found by 3PIDs
- forces users to enter all their emails and phone numbers manually in their profile
So really, you should go with mxisd.
### I'm not sure I understand what an "Identity server" is supposed to be or do
The current Identity service API is more a placeholder, as the Matrix devs did not have time so far to really work on
what they want to do with that part of the ecosystem. Therefore, "Identity" is a misleading word currently.
Given the scope of the current Identity Service API, it would be best called "Invitation service".
Because the current scope is so limited and no integration is done with the Homeserver, there was a big lack of features
for groups/corporations/organisation. This is where mxisd comes in.
mxisd implements the Identity Service API and also a set of features which are expected by regular users, truly living
up to its "Identity server" name.
### So mxisd is just a big hack! I don't want to use non-official features!
mxisd primary concern is to always be compatible with the Matrix ecosystem and the Identity service API.
Whenever the API will be updated and/or enhanced, mxisd will follow, remaining 100% compatible with the ecosystem.
We also directly talk with the Matrix developers to ensure all features we implement have their approval, and that we
are in line with their vision of Identity management within the Matrix ecosystem.
Therefore, using mxisd is a safe choice. It will be like using the central Matrix.org Identity servers, yet not closing
the door to very nice enhancements and integrations.
### Should I use mxisd if I don't host my own Homeserver?
No
See the [dedicated document](docs/faq.md)
# Contact
Get in touch via: