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matrix-docker-ansible-deploy/docs/configuring-playbook.md

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# Configuring the Ansible playbook
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To configure the playbook, you need to have done the following things:
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- have a server where Matrix services will run
- [configured your DNS records](configuring-dns.md)
- [retrieved the playbook's source code](getting-the-playbook.md) to your computer
You can then follow these steps inside the playbook directory:
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1. create a directory to hold your configuration (`mkdir inventory/host_vars/matrix.<your-domain>`)
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1. copy the sample configuration file (`cp examples/vars.yml inventory/host_vars/matrix.<your-domain>/vars.yml`)
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1. edit the configuration file (`inventory/host_vars/matrix.<your-domain>/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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1. copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)
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1. edit the inventory hosts file (`inventory/hosts`) to your liking
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run the playbook on multiple hosts with different credentials (#1980) * run the playbook on multiple hosts with different credentials with this script * fix: add yaml missing document start "---" * fix: *now really* allow this script to be run from any directory * add about-note to examples/host.yml Co-authored-by: Slavi Pantaleev <slavi@devture.com> * improve ansible-all-hosts.sh related docs/configuring-playbook.md Co-authored-by: Slavi Pantaleev <slavi@devture.com> * fix typos :) Co-authored-by: Slavi Pantaleev <slavi@devture.com>
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1. (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`](../inventory/scripts/ansible-all-hosts.sh) script [in the installation step](installing.md).
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For a basic Matrix installation, that's all you need.
For a more custom setup, see the [Other configuration options](#other-configuration-options) below.
When you're done with all the configuration you'd like to do, continue with [Installing](installing.md).
## Other configuration options
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### Additional useful services
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- [Setting up the Dimension Integration Manager](configuring-playbook-dimension.md) (optional, but recommended; after [installing](installing.md))
Add support for controlling Matrix federation
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Add Jitsi reference to Configuring Playbook docs page
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- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md) (optional)
Improve "things to do after installation" docs section
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- [Setting up Dynamic DNS](configuring-playbook-dynamic-dns.md) (optional)
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Announce Prometheus/Grafana
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- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md) (optional)
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### Core service adjustments
Add email-sending support
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Make Synapse configuration extensible
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- [Configuring Synapse](configuring-playbook-synapse.md) (optional)
Riot is now Element Fixes #586 (Github Issue)
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- [Configuring Element](configuring-playbook-client-element.md) (optional)
Make Riot-web configuration extensible Fixes #71 (Github Issue).
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- [Storing Matrix media files on Amazon S3](configuring-playbook-s3.md) (optional)
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- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md) (optional)
Add support for 2 more SSL certificate retrieval methods Adds support for managing certificates manually and for having the playbook generate self-signed certificates for you. With this, Let's Encrypt usage is no longer required. Fixes Github issue #50.
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- [Adjusting SSL certificate retrieval](configuring-playbook-ssl-certificates.md) (optional, advanced)
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- [Serving your base domain using this playbook's nginx server](configuring-playbook-base-domain-serving.md) (optional)
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- [Configure Nginx](configuring-playbook-nginx.md) (optional, advanced)
add ngnix-status to config add doc
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Annotate certain features as optional/advanced We've had some people get confused into installing Matrix Corporal and having pain with that. With this documentation change, we try to make it clearer that it's an advanced feature not to be touched unless you know what you're doing. On a similar note, we also make sure other things are properly labeled as "(optional)" and/or "(advanced)".
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- [Using your own webserver, instead of this playbook's nginx proxy](configuring-playbook-own-webserver.md) (optional, advanced)
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- [Adjusting TURN server configuration](configuring-playbook-turn.md) (optional, advanced)
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### Server connectivity
- [Enabling Telemetry for your Matrix server](configuring-playbook-telemetry.md) (optional)
- [Controlling Matrix federation](configuring-playbook-federation.md) (optional)
- [Adjusting email-sending settings](configuring-playbook-email.md) (optional)
Announce Hydrogen support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1055
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- [Setting up Hydrogen](configuring-playbook-client-hydrogen.md) - a new lightweight matrix client with legacy and mobile browser support (optional)
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- [Setting up Cinny](configuring-playbook-client-cinny.md) - a web client focusing primarily on simple, elegant and secure interface (optional)
Announce Hydrogen support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1055
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### Authentication and user-related
Do not install the ma1sd identity server by default As mentioned in the changelog, this is a breaking change.
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- [Setting up an ma1sd Identity Server](configuring-playbook-ma1sd.md) (optional)
Add synapse-admin support Fixes #562 (Github Issue)
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- [Setting up Synapse Admin](configuring-playbook-synapse-admin.md) (optional)
Add matrix-registration support
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- [Setting up matrix-registration](configuring-playbook-matrix-registration.md) (optional)
Annotate certain features as optional/advanced We've had some people get confused into installing Matrix Corporal and having pain with that. With this documentation change, we try to make it clearer that it's an advanced feature not to be touched unless you know what you're doing. On a similar note, we also make sure other things are properly labeled as "(optional)" and/or "(advanced)".
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- [Setting up the REST authentication password provider module](configuring-playbook-rest-auth.md) (optional, advanced)
Add support for matrix-synapse-shared-secret-auth
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Annotate certain features as optional/advanced We've had some people get confused into installing Matrix Corporal and having pain with that. With this documentation change, we try to make it clearer that it's an advanced feature not to be touched unless you know what you're doing. On a similar note, we also make sure other things are properly labeled as "(optional)" and/or "(advanced)".
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- [Setting up the Shared Secret Auth password provider module](configuring-playbook-shared-secret-auth.md) (optional, advanced)
Add support for matrix-corporal
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Add LDAP auth password provider documentation and changelog description
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- [Setting up the LDAP password provider module](configuring-playbook-ldap-auth.md) (optional, advanced)
Add support for Synapse Simple Antispam Fixes #255 (Github Issue).
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- [Setting up Synapse Simple Antispam](configuring-playbook-synapse-simple-antispam.md) (optional, advanced)
Annotate certain features as optional/advanced We've had some people get confused into installing Matrix Corporal and having pain with that. With this documentation change, we try to make it clearer that it's an advanced feature not to be touched unless you know what you're doing. On a similar note, we also make sure other things are properly labeled as "(optional)" and/or "(advanced)".
2018-11-26 05:23:42 +00:00
- [Setting up Matrix Corporal](configuring-playbook-matrix-corporal.md) (optional, advanced)
Update README
2018-09-07 20:35:04 +00:00
Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order.
2019-04-19 06:54:18 +00:00
### Bridging other networks
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- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md) (optional)
Updated "Controlling Matrix federation" link Missing file ending results in 404
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- [Setting up Mautrix Whatsapp bridging](configuring-playbook-bridge-mautrix-whatsapp.md) (optional)
Add support for matrix-appservice-irc
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Add mautrix-facebook doc
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- [Setting up Mautrix Facebook bridging](configuring-playbook-bridge-mautrix-facebook.md) (optional)
Update changelog and documentation
2019-08-21 04:24:58 +00:00
- [Setting up Mautrix Hangouts bridging](configuring-playbook-bridge-mautrix-hangouts.md) (optional)
Added Mautrix Google Chat
2021-10-12 11:45:04 +00:00
- [Setting up Mautrix Google Chat bridging](configuring-playbook-bridge-mautrix-googlechat.md) (optional)
update informational files.
2021-02-19 18:37:36 +00:00
- [Setting up Mautrix Instagram bridging](configuring-playbook-bridge-mautrix-instagram.md) (optional)
Update documentation to include mautrix-twitter Playbook config copied from mautrix-facebook and altered accordingly.
2021-04-11 06:45:27 +00:00
- [Setting up Mautrix Twitter bridging](configuring-playbook-bridge-mautrix-twitter.md) (optional)
added docs
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- [Setting up Mautrix Signal bridging](configuring-playbook-bridge-mautrix-signal.md) (optional)
Add support for matrix-appservice-irc
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- [Setting up Appservice IRC bridging](configuring-playbook-bridge-appservice-irc.md) (optional)
Add matrix-appservice-discord bridge Bridge is setup to work on the matrix side with this, but the discord invite link is not automatically generated.
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Adds Documentation for LinkedIn Bridge
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- [Setting up Beeper LinkedIn bridging](configuring-playbook-bridge-beeper-linkedin.md) (optional)
Add matrix-appservice-discord bridge Bridge is setup to work on the matrix side with this, but the discord invite link is not automatically generated.
2019-03-03 17:22:52 +00:00
- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md) (optional)
Added Slack role
2019-06-10 14:52:48 +00:00
- [Setting up Appservice Slack bridging](configuring-playbook-bridge-appservice-slack.md) (optional)
Merge branch 'master' into master
2019-08-21 04:34:20 +00:00
Announce Appservice Webhooks support Related to #339 (Github Pull Request).
2020-01-14 14:02:37 +00:00
- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (optional)
Update changelog and configuring-playbook.md This announces matrix-hookshot support that got added in https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1505
2022-02-01 12:07:43 +00:00
- [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). (optional)
Update recommended Skype bridge
2022-07-15 16:49:47 +00:00
- ~~[Setting up MX Puppet Skype bridging](configuring-playbook-bridge-mx-puppet-skype.md)~~ (optional) - 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)
Announce Skype bridging
2020-04-09 06:33:30 +00:00
Announce mx-puppet-slack support Related to #454 (Github Pull Request).
2020-04-23 15:03:36 +00:00
- [Setting up MX Puppet Slack bridging](configuring-playbook-bridge-mx-puppet-slack.md) (optional)
Announce mx-puppet-instagram and mx-puppet-twitter support Related to #551 and #555 (Github Pull Requests).
2020-06-30 14:51:56 +00:00
- [Setting up MX Puppet Instagram bridging](configuring-playbook-bridge-mx-puppet-instagram.md) (optional)
- [Setting up MX Puppet Twitter bridging](configuring-playbook-bridge-mx-puppet-twitter.md) (optional)
Announce mx-puppet-discord bridging support Related to #540 (Github Pull Request).
2020-07-01 16:01:14 +00:00
- [Setting up MX Puppet Discord bridging](configuring-playbook-bridge-mx-puppet-discord.md) (optional)
Add docs
2021-02-13 15:55:54 +00:00
- [Setting up MX Puppet GroupMe bridging](configuring-playbook-bridge-mx-puppet-groupme.md) (optional)
Announce mx-puppet-steam bridging support Related to #557 (Github Pull Request).
2020-07-03 09:10:57 +00:00
- [Setting up MX Puppet Steam bridging](configuring-playbook-bridge-mx-puppet-steam.md) (optional)
Add Go Skype Bridge Based on mautrix-whatsapp, as that's what the bridge software is based on.
2022-06-12 21:29:43 +00:00
- [Setting up Go Skype Bridge bridging](configuring-playbook-bridge-go-skype-bridge.md) (optional)
Add Email2Matrix support
2019-08-05 10:06:49 +00:00
- [Setting up Email2Matrix](configuring-playbook-email2matrix.md) (optional)
matrix-sms-bridge: added docs, added seperate service for database, pr comments
2020-05-23 11:14:24 +00:00
Relocate docs page for consistency
2020-09-01 10:47:58 +00:00
- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md) (optional)
Add support for matrix-reminder-bot
2020-07-20 11:13:08 +00:00
Add Heisenbridge
2021-05-12 12:24:39 +00:00
- [Setting up Heisenbridge bouncer-style IRC bridging](configuring-playbook-bridge-heisenbridge.md) (optional)
Add support for matrix-reminder-bot
2020-07-20 11:13:08 +00:00
### Bots
Announce Mjolnir bot support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/962
2021-04-03 07:52:35 +00:00
- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff (optional)
Announce Go-NEB support
2021-03-16 05:54:26 +00:00
Link to Buscarron bot from configuring docs page Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1782
2022-04-25 07:37:35 +00:00
- [Setting up matrix-registration-bot](configuring-playbook-bot-matrix-registration-bot.md) - a bot to create and manage registration tokens to invite users (optional)
Add docs Unrelated to the original branch I added the matrix-registration bot as it was missing in the readme
2022-07-11 11:28:23 +00:00
- [Setting up maubot](configuring-playbook-bot-maubot.md) - a plugin-based Matrix bot system (optional)
added honoroit
2022-01-06 18:30:10 +00:00
- [Setting up honoroit](configuring-playbook-bot-honoroit.md) - a helpdesk bot (optional)
Announce Mjolnir bot support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/962
2021-04-03 07:52:35 +00:00
- [Setting up Go-NEB](configuring-playbook-bot-go-neb.md) - an extensible multifunctional bot (optional)
- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) - a moderation tool/bot (optional)
Add Sygnal support Fixes https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/683
2021-03-20 11:31:34 +00:00
Link to Buscarron bot from configuring docs page Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1782
2022-04-25 07:37:35 +00:00
- [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 (optional)
Add Sygnal support Fixes https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/683
2021-03-20 11:31:34 +00:00
Announce borg backup support Related to: - https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1727 - https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1754 - https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1755 - https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/467
2022-04-19 16:29:41 +00:00
### Backups
- [Setting up borg backup](configuring-playbook-backup-borg.md) - a full Matrix server backup solution, including the Postgres database (optional)
- [Setting up postgres backup](configuring-playbook-postgres-backup.md) - a Postgres-database backup solution (note: does not include other files) (optional)
Add Sygnal support Fixes https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/683
2021-03-20 11:31:34 +00:00
### Other specialized services
- [Setting up the Sygnal push gateway](configuring-playbook-sygnal.md) (optional)
matrix-ntfy: documentation
2022-06-27 21:20:02 +00:00
- [Setting up the ntfy push notifications server](configuring-playbook-ntfy.md) (optional)