Lots of new awesome documentation

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Maxime Dor
2017-10-02 03:42:23 +02:00
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# Table of Contents
- Installation
- [Debian package](install/debian.md)
- [Docker](install/docker.md)
- [Build from source](build.md)
- [Configuration](configure.md)
- Features
- [Matrix Identity Service](features/identity.md)
- [Homeserver Authentication](features/authentication.md)
- [Directory seach](features/directory-users.md)
- [Identity server Federation](features/federation.md)
- [Bridge integration](features/bridge-integration.md)
- Backends
- [LDAP](backends/ldap.md)
- [SQL](backends/sql.md)
- [REST](backends/rest.md)
- [Google Firebase](backends/firebase.md)
- Notifications
- Handlers
- [Basic](threepids/notifications/basic-handler.md)
- [SendGrid](threepids/notifications/sendgrid-handler.md)
- [Sessions](sessions/3pid.md)
- [Views](sessions/3pid-views.md)

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# Google Firebase
## Configuration
To be completed. For now, see default structure and values:
```
firebase:
enabled: false
credentials: '/path/to/firebase/credentials.json'
database: 'https://my-project.firebaseio.com/'
```

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# AD/Samba/LDAP backend
## Configuration
### Structure and default values
```
ldap:
enabled: false
filter: ''
connection:
host: ''
tls: false
port: 389
bindDn: ''
bindPassword: ''
baseDn: ''
attribute:
uid:
type: 'uid'
value: 'userPrincipalName'
name: 'displayName'
threepid:
email:
- 'mailPrimaryAddress'
- 'mail'
- 'otherMailbox'
msisdn:
- 'telephoneNumber'
- 'mobile'
- 'homePhone'
- 'otherTelephone'
- 'otherMobile'
- 'otherHomePhone'
auth:
filter: ''
directory:
attribute:
other: []
filter: ''
identity:
filter: ''
medium:
email: ''
msisdn: ''
```
### General
| Item | Description |
|-----------|-------------------------------------------------------------------------------------------|
| `enabled` | Globaly enable/disable the LDAP backend |
| `filter` | Global filter to apply on all LDAP queries. Can be overwritten in each applicable section |
### Connection
| Item | Description |
|----------------|------------------------------------------------------|
| `host` | Host to connect to |
| `port` | Port to use |
| `tls` | boolean to use TLS or not (STARTLS is not supported) |
| `bindDn` | Bind DN for authentication |
| `bindPassword` | Bind password |
| `baseDn` | Base DN for queries |
### Attributes
| Item | Description |
|-------------|------------------------------------------------------------------------------------------------------------------------|
| `uid.type` | Indicate how to process the User ID (UID) attribute: |
| | - `uid` will consider the value as the [Localpart](https://matrix.org/docs/spec/intro.html#user-identifiers) |
| | - `mxid` will consider the value as a complete [Matrix ID](https://matrix.org/docs/spec/intro.html#user-identifiers) |
| `uid.value` | Attribute name refering to the User ID. This is typically `userPrincipalName` on AD/Samba setups and `uid` in LDAP |
| `name` | Attribute name that contains the [Display Name](https://matrix.org/docs/spec/intro.html#profiles) of the user |
| `threepid` | Namespace where each key is a 3PID type and contains a list of attributes |
### Authentication
| Item | Description |
|----------|--------------------------------------------------------------------------------------------------|
| `filter` | Specific user filter applied during authentication. Global filter is used if empty/blank/not set |
### Directory
| Item | Description |
|-------------------|---------------------------------------------------------------------|
| `attribute.other` | Additional attributes to be used when performing directory searches |
| `filter` | Specific user filter applied during directory search. |
| | Global filter is used if empty/blank/not set |
### Identity
| Item | Description |
|----------|---------------------------------------------------------------------------------------------------|
| `filter` | Specific user filter applied during identity search. Global filter is used if empty/blank/not set |
| `medium` | Namespace to overwrite generated queries from the list of attributes for each 3PID medium |

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# SQL Backend
## Configuration
To be completed. For now, see default structure and values:
```
sql:
enabled: false
type: 'sqlite' or 'postgresql'
connection: ''
auth:
enabled: false
directory:
enabled: false
query:
name:
type: 'localpart'
value: 'SELECT 1'
threepid:
type: 'localpart'
value: 'SELECT 1'
identity:
type: 'localpart'
query: 'SELECT user_id AS uid FROM user_threepids WHERE medium = ? AND address = ?'
```

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# From source
- [Binaries](#binaries)
- [Debian package](#debian-package)
- [Docker image](#docker-image)
## Binaires
### Requirements
- JDK 1.8
### Build
```
git clone https://github.com/kamax-io/mxisd.git
cd mxisd
./gradlew build
```
Create a new configuration file by coping `application.example.yaml` to `application.yaml` and edit to your needs.
For advanced configuration, see the [Configure section](configure.md).
Start the server in foreground to validate the build and configuration:
```
java -jar build/libs/mxisd.jar
```
Ensure the signing key is available:
```
$ curl 'http://localhost:8090/_matrix/identity/api/v1/pubkey/ed25519:0'
{"public_key":"..."}
```
Test basic recursive lookup (requires Internet connection with access to TCP 443):
```
$ curl 'http://localhost:8090/_matrix/identity/api/v1/lookup?medium=email&address=mxisd-lookup-test@kamax.io'
{"address":"mxisd-lookup-test@kamax.io","medium":"email","mxid":"@mxisd-lookup-test:kamax.io",...}
```
If you enabled LDAP, you can also validate your config with a similar request after replacing the `address` value with
something present within your LDAP
```
curl 'http://localhost:8090/_matrix/identity/api/v1/lookup?medium=email&address=john.doe@example.org'
```
If you plan on testing the integration with a homeserver, you will need to run an HTTPS reverse proxy in front of it
as the reference Home Server implementation [synapse](https://github.com/matrix-org/synapse) requires a HTTPS connection
to an ID server.
See the [Integration section](#integration) for more details.
### Install
1. Prepare files and directories:
```
# Create a dedicated user
useradd -r mxisd
# Create bin directory
mkdir /opt/mxisd
# Create config directory and set ownership
mkdir /etc/opt/mxisd
chown mxisd /etc/opt/mxisd
# Create data directory and set ownership
mkdir /var/opt/mxisd
chown mxisd /var/opt/mxisd
# Copy <repo root>/build/libs/mxisd.jar to bin directory
cp ./build/libs/mxisd.jar /opt/mxisd/
chown mxisd /opt/mxisd/mxisd.jar
chmod a+x /opt/mxisd/mxisd.jar
# Create symlink for easy exec
ln -s /opt/mxisd/mxisd.jar /usr/bin/mxisd
```
2. Copy the sample config file `./application.example.yaml` to `/etc/opt/mxisd/mxisd.yaml`, edit to your needs
4. Copy `<repo root>/src/systemd/mxisd.service` to `/etc/systemd/system/` and edit if needed
5. Enable service for auto-startup
```
systemctl enable mxisd
```
6. Start mxisd
```
systemctl start mxisd
```
## Debian package
### Requirements
- fakeroot
- dpkg-deb
### Build
[Build mxisd](#build) then:
```
./gradlew buildDeb
```
You will find the debian package in `build/dist`
## Docker image
[Build mxisd](#build) then:
```
./gradlew dockerBuild
```
You can run a container of the given image and test it with the following command (adapt volumes host paths):
```
docker run -v /data/mxisd/etc:/etc/mxisd -v /data/mxisd/var:/var/mxisd -p 8090:8090 -t kamax/mxisd:latest-dev
```

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# Configuration
- [Syntax](#syntax)
- [Variables](#variables)
- [Categories](#categories)
## Syntax
The configuration file is YAML based, allowing two types of syntax.
Properties-like:
```
my.config.item: 'value'
```
Object-like:
```
my:
config:
item: 'value'
```
These can also be combined within the same file.
Both syntax will be used interchangeably in these documents.
Default values for each possible option are documented [here](../src/main/resources/application.yaml)
## Variables
It is possible to copy the value of a configuration item into another using the syntax `${config.key.item}`.
Example that will copy the value of `matrix.domain` into `server.name`:
```
matrix:
domain: 'example.org'
server:
name: '${matrix.domain}'
```
**WARNING:** mxisd might overwrite/adapt some values during launch. Those changes will not be reflected into copied keys.
## Categories
For each category below, the base configuration path will be given, which needs to be appened to every configuration
item described.
Example: if the base path was `basePath` and the following table was given:
| Name | Purpose |
|------|---------|
| item1 | To give an example |
| item2 | To give another example |
The following configurations could be used, all being equivalent:
```
basePath.item1: 'myValue'
basePath.item2: 'myOtherValue'
```
```
basePath:
item1: 'myValue'
item2: 'myOtherValue'
```
```
basePath.item1: 'myValue'
basePath:
item2: 'myOtherValue'
```
---
In case a relative base path is given, it is appended to the one above.
Example: With base path `basePath`, the relative base `relativeBasePath` and the following table:
| Name | Purpose |
|------|---------|
| item1 | To give an example |
| item2 | To give another example |
The following configurations could be used, all being equivalent:
```
basePath.relativeBasePath.item1: 'myValue'
basePath.relativeBasePath.item2: 'myOtherValue'
```
```
basePath:
relativeBasePath:
item1: 'myValue'
item2: 'myOtherValue'
```
```
basePath.relativeBasePath.item1: 'myValue'
basePath:
relativeBasePath:
item2: 'myOtherValue'
```
### Matrix
Base path: `matrix`
| Name | Purpose |
|------|---------|
| `domain` | Matrix domain name, same as the Homeserver, used to build appropriate Matrix IDs |
---
Relative base path: `identity`
| Name | Purpose |
|------|---------|
| `servers` | Namespace to create arbitrary list of Identity servers, usable in other parts of the configuration |
Example:
```
matrix.identity.servers:
root:
- 'https://matrix.org'
```
Create a list under the label `root` containing a single Identity server, `https://matrix.org`
### Server
| Name | Purpose |
|------|---------|
| `name` | Public hostname of mxisd, if different from the Matrix domain |
| `port` | HTTP port to listen on (unencrypted) |
| `publicUrl` | Defaults to `https://${server.name}` |
### Storage
Base path: `storage`
| Name | Purpose |
|------|---------|
| `backend` | Specify which SQL backend to use. only `sqlite` is currently supported. |
---
Relative base path: `provider.sqlite`
| Name | Purpose |
|------|---------|
| `database` | Absolute location of the SQLite database |
### Backends
- [LDAP](backends/ldap.md)
- [SQL](backends/sql.md)
- [REST](backends/rest.md)
- [Google Firebase](backends/firebase.md)
### Lookups
work in progress, should not be configured.
### Sessions
See the [dedicated document](sessions/3pid.md)
### Notifications
Base path: `notification`
| Name | Purpose |
|------|---------|
| handler | Namespace to specify the handler to use for each 3PID |
| handlers | Namespace used by individual handlers for their own configuration |
Example:
```
notification:
handler:
email: 'sendgrid'
msisdn: 'raw'
handlers:
raw:
...
sendgrid:
...
```
- Emails notifications would use the `sendgrid` handler, which define its own configuration user `handlers.sendgrid`
- Phone notification would use the `raw` handler, basic default built-in handler of mxisd
#### Handlers
Relative base path: `handlers`
Built-in:
- [Basic](threepids/notifications/basic-handler.md)
- [SendGrid](threepids/notifications/sendgrid-handler.md)
### Views
See the [dedicated document](sessions/3pid-views.md)
### DNS Overwite
Specific to other features.

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# Authentication
Performed via [synapse with REST auth module](https://github.com/kamax-io/matrix-synapse-rest-auth/blob/master/README.md)
Point the `endpoint` to mxisd internal IP on port 8090
## Profile auto-fill
To be documented

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To be documented

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@@ -89,8 +89,7 @@ the `matrix.domain` configuration option and avoid duplicating it.
### Backends
#### LDAP
Configuration structure has been altered so queries are automatically built from a global or specific filter and a list
of attributes. To ensure Directory feature works, here how the LDAP configuration should look like:
To ensure Directory feature works, here's how the LDAP configuration should look like:
```
ldap:
enabled: false
@@ -123,12 +122,12 @@ ldap:
- 'employeeNumber'
- 'someOtherAttribute'
```
Previous configuration entries that contained queries with the `%3pid` placeholder should not be used anymore, unless
specifically overwritten. Instead, add all attributes to the relevant sections.
Only include the `attribute` sub-sections if you would like to set another value. Else, it is best not to include them
to inherit the default values.
If you would like to include an attribute which is not a display name or a 3PID, you can use the
`directory.attribute.other` to list any extra attributes you want included in searches.
If you do not want to include any extra attribute, that configuration section can be skipped.
`directory.attribute.other` to list any extra attributes you want included in searches. If you do not want to include
any extra attribute, that configuration section can be skipped.
#### SQL
If you plan to integrate directory search directly with synapse, use the `synapseSql` provider, based on the following
@@ -137,9 +136,9 @@ config:
synapseSql:
enabled: true
type: <database ID>
connection: ``
connection: '<connection info>'
```
`type` and `connection`, including any other configuration item, follow the same values as the regular `sql` backend.
`type` and `connection`, including any other configuration item, follow the same values as the regular [SQL backend](../backends/sql.md).
---

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# Identity service Federation
To allow other federated Identity Server to reach yours, the same algorithm used for Homeservers takes place:
1. Check for the appropriate DNS SRV record
2. If not found, use the base domain
If your Identity Server public hostname does not match your Matrix domain, configure the following DNS SRV entry
and replace `matrix.example.com` by your Identity server public hostname - **Make sure to end with a final dot!**
```
_matrix-identity._tcp.example.com. 3600 IN SRV 10 0 443 matrix.example.com.
```
This would only apply for 3PID that are DNS-based, like e-mails. For anything else, like phone numbers, no federation
is currently possible.
The port must be HTTPS capable. Typically, TCP port `8090` of mxisd should be behind a reverse proxy which does HTTPS.
See the [main README integration section](../README.md#integration) for more details.

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To be documented.
Implementation of the [Matrix Identity service API](https://matrix.org/docs/spec/identity_service/unstable.html)

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# Debian package
## Install
1. Donwload the [latest release](https://github.com/kamax-io/mxisd/releases/latest)
2. Run:
```
dpkg -i /path/to/downloaded/mxisd.deb
```
## Files
| Location | Purpose |
|-----------------------------------|----------------------------------------------|
| /etc/mxisd | Configuration directory |
| /etc/mxisd/mxisd.yaml | Main configuration file |
| /etc/mxisd/signing.key | Default location for mxisd signing keys |
| /etc/systemd/system/mxisd.service | Systemd configuration file for mxisd service |
| /usr/lib/mxisd | Binairies |
| /var/lib/mxisd | Data |
## Control
Start mxisd using:
```
sudo systemctl start mxisd
```
Stop mxisd using:
```
sudo systemctl stop mxisd
```
## Troubleshoot
All logs are sent to `STDOUT` which are saved in `/var/log/syslog` by default.
You can:
- grep & tail using `mxisd`:
```
tail -n 99 -f /var/log/syslog | grep mxisd
```
- use Systemd's journal:
```
journalctl -f n 99 -u mxisd
```

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# Docker
## Fetch
Pull the latest stable image:
```
docker pull kamax/mxisd
```
## Run
Run it (adapt volume paths to your host):
```
docker run --rm -v /data/mxisd/etc:/etc/mxisd -v /data/mxisd/var:/var/mxisd -p 8090:8090 -t kamax/mxisd
```
For more info, including the list of possible tags, see [the public repository](https://hub.docker.com/r/kamax/mxisd/)

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- [Sessions disabled](#sessions-disabled)
## Overview
When adding an email, a phone number or any other kind of 3PID (Third-Party Identifier),
When adding an email, a phone number or any other kind of 3PID (Third-Party Identifier) in a Matrix client,
the identity server is called to validate the 3PID.
Once this 3PID is validated, the Homeserver will publish the user Matrix ID on the Identity Server and

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# Basic Notification handler
Basic notification handler which uses two components:
- Content generator, to produce the notifications
- Connectors to send the notification content
This handler can be used with the 3PID types:
- `email`
- `msisdn` (Phone numbers)
## Generators
- [Template](template-generator.md)
## Connectors
- Email
- [SMTP](../medium/email/smtp-connector.md)
- SMS
- [Twilio](../medium/msisdn/twilio-connector.md)
## Configuration
Enabled by default or with:
```
notification:
handler:
email: 'raw'
```
**WARNING:** Will be consolidated soon, prone to breaking changes.
Structure and default values:
```
threepid:
medium:
email:
identity:
from: ''
name: ''
connector: 'smtp'
generator: 'template'
connectors:
smtp:
host: ''
port: 587
tls: 1
login: ''
password: ''
generators:
template:
invite: 'classpath:threepids/email/invite-template.eml'
session:
validation:
local: 'classpath:threepids/email/validate-local-template.eml'
remote: 'classpath:threepids/email/validate-remote-template.eml'
msisdn:
connector: 'twilio'
generator: 'template'
connectors:
twilio:
accountSid: ''
authToken: ''
number: ''
generators:
template:
invite: 'classpath:threepids/sms/invite-template.txt'
session:
validation:
local: 'classpath:threepids/sms/validate-local-template.txt'
remote: 'classpath:threepids/sms/validate-remote-template.txt'
```

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# SendGrid Notification handler
To be completed. See [raw possible configuration items](https://github.com/kamax-io/mxisd/blob/master/src/main/resources/application.yaml#L172).
Enabled with:
```
notification:
handler:
email: 'sendgrid'
```

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allows remote sessions.
**NOTE:** 3PID session always require local validation of a token, even if a remote session is enforced.
One cannot bind a MXID to the session until both local and remote sessions have been validated.
One cannot bind a Matrix ID to the session until both local and remote sessions have been validated.
#### Placeholders
| Placeholder | Purpose |