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

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# Configuring the Ansible playbook
To configure the playbook, you need to have done the following things:
- 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:
1. create a directory to hold your configuration (`mkdir -p inventory/host_vars/matrix.example.com` where `example.com` is your "base domain")
2. copy the sample configuration file (`cp examples/vars.yml inventory/host_vars/matrix.example.com/vars.yml`)
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.
4. copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)
5. edit the inventory hosts file (`inventory/hosts`) to your liking
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.
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).
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
### Additional useful services
- [Setting up the Dimension integration manager](configuring-playbook-dimension.md) (optional; [unmaintained](https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/2806#issuecomment-1673559299); after [installing](installing.md))
- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md) (optional)
- [Setting up Etherpad](configuring-playbook-etherpad.md) (optional)
- [Setting up Dynamic DNS](configuring-playbook-dynamic-dns.md) (optional)
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- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md) (optional)
- [Enabling synapse-usage-exporter for Synapse usage statistics](configuring-playbook-synapse-usage-exporter.md) (optional)
### Core service adjustments
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- Homeserver configuration:
- [Configuring Synapse](configuring-playbook-synapse.md), if you're going with the default/recommended homeserver implementation (optional)
- [Configuring Conduit](configuring-playbook-conduit.md), if you've switched to the [Conduit](https://conduit.rs) homeserver implementation (optional)
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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 (optional)
- [Configuring Element](configuring-playbook-client-element.md) (optional)
- [Storing Matrix media files using matrix-media-repo](configuring-playbook-matrix-media-repo.md) (optional)
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- [Storing Matrix media files on Amazon S3](configuring-playbook-s3.md) (optional)
- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md) (optional)
- [Adjusting SSL certificate retrieval](configuring-playbook-ssl-certificates.md) (optional, advanced)
- [Serving your base domain using this playbook's nginx server](configuring-playbook-base-domain-serving.md) (optional)
- [Configure the Traefik reverse-proxy](configuring-playbook-traefik.md) (optional, advanced)
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- [Using your own webserver, instead of this playbook's default reverse-proxy](configuring-playbook-own-webserver.md) (optional, advanced)
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- [Adjusting TURN server configuration](configuring-playbook-turn.md) (optional, advanced)
### 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)
- [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)
- [Setting up SchildiChat](configuring-playbook-client-schildichat.md) - a web client based on [Element](https://element.io/) with some extras and tweaks (optional)
### Authentication and user-related
- [Setting up Matrix Authentication Service](configuring-playbook-matrix-authentication-service.md) (Next-generation auth for Matrix, based on OAuth 2.0/OIDC) (optional)
- [Setting up Appservice Double Puppet](configuring-playbook-appservice-double-puppet.md) (optional)
- [Setting up an ma1sd Identity Server](configuring-playbook-ma1sd.md) (optional)
- [Setting up Synapse Admin](configuring-playbook-synapse-admin.md) (optional)
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- [Setting up matrix-registration](configuring-playbook-matrix-registration.md) (optional)
- [Setting up the REST authentication password provider module](configuring-playbook-rest-auth.md) (optional, advanced)
- [Setting up the Shared Secret Auth password provider module](configuring-playbook-shared-secret-auth.md) (optional, advanced)
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- [Setting up the LDAP password provider module](configuring-playbook-ldap-auth.md) (optional, advanced)
- [Setting up the ldap-registration-proxy](configuring-playbook-matrix-ldap-registration-proxy.md) (optional, advanced)
- [Setting up Synapse Simple Antispam](configuring-playbook-synapse-simple-antispam.md) (optional, advanced)
- [Setting up Matrix Corporal](configuring-playbook-matrix-corporal.md) (optional, advanced)
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- [Setting up Matrix User Verification Service](configuring-playbook-user-verification-service.md) (optional, advanced)
- [Setting up Pantalaimon (E2EE aware proxy daemon)](configuring-playbook-pantalaimon.md) (optional, advanced)
### Bridging other networks
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- [Setting up Mautrix Discord bridging](configuring-playbook-bridge-mautrix-discord.md) (optional)
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- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md) (optional)
- [Setting up Mautrix Slack bridging](configuring-playbook-bridge-mautrix-slack.md) (optional)
- [Setting up Mautrix Google Messages bridging](configuring-playbook-bridge-mautrix-gmessages.md) (optional)
- [Setting up Mautrix Whatsapp bridging](configuring-playbook-bridge-mautrix-whatsapp.md) (optional)
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- [Setting up Instagram bridging via Mautrix Meta](configuring-playbook-bridge-mautrix-meta-instagram.md) (optional)
- [Setting up Messenger bridging via Mautrix Meta](configuring-playbook-bridge-mautrix-meta-messenger.md) (optional)
- ~~[Setting up Mautrix Facebook bridging](configuring-playbook-bridge-mautrix-facebook.md)~~ - consider bridging to Facebook/Messenger using the new [mautrix-meta-messenger](./configuring-playbook-bridge-mautrix-meta-messenger.md) bridge (optional)
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- [Setting up Mautrix Hangouts bridging](configuring-playbook-bridge-mautrix-hangouts.md) (optional)
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- [Setting up Mautrix Google Chat bridging](configuring-playbook-bridge-mautrix-googlechat.md) (optional)
- ~~[Setting up Mautrix Instagram bridging](configuring-playbook-bridge-mautrix-instagram.md)~~ - consider bridging to Instagram using the new [mautrix-meta-instagram](./configuring-playbook-bridge-mautrix-meta-instagram.md) bridge (optional)
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- [Setting up Mautrix Twitter bridging](configuring-playbook-bridge-mautrix-twitter.md) (optional)
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- [Setting up Mautrix Signal bridging](configuring-playbook-bridge-mautrix-signal.md) (optional)
- [Setting up Mautrix wsproxy for bridging Android SMS or Apple iMessage](configuring-playbook-bridge-mautrix-wsproxy.md) (optional)
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- [Setting up Appservice IRC bridging](configuring-playbook-bridge-appservice-irc.md) (optional)
- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md) (optional)
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- [Setting up Appservice Slack bridging](configuring-playbook-bridge-appservice-slack.md) (optional)
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- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (optional)
Add matrix-appservice-kakaotalk support Adds support for: https://src.miscworks.net/fair/matrix-appservice-kakaotalk This is pretty similar to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/1977 which just appeared, but has mostly been done independently. I've taken some inspiration and did some fixups based on that PR. Thanks to https://github.com/hnarjis for taking the time to contribute! Notable differences between this branch compared to that PR: - better naming and documentation around the "configuration" variables - no unnecessary (5 sec.) intentional delay when starting `matrix-appservice-kakaotalk-node.service` - stores configuration in `config/`, not in `data/` - passes configuration as read-only and starts the bridge with (`--no-update`) to ensure no changes are made to it - starts containers more securely - with `matrix:matrix` user:group (not `root`) and reduced capabilities (`--cap-drop=ALL`) - uses `tcp` for communication between the "node" and the appservice (simpler than sharing unix sockets) - `registration.yaml` which is closer to the one generated by `matrix-appservice-kakaotalk` (no `de.sorunome.msc2409.push_ephemeral` stuff, etc.) - `registration.yaml` which is more customizable (customizable bot username and prefix for puppets - see `matrix_appservice_kakaotalk_appservice_bot_username` and `matrix_appservice_kakaotalk_user_prefix`) - less fragile and more extensible bridge permissions configuration via `matrix_appservice_kakaotalk_bridge_permissions`. Doing `{% if matrix_admin %}` in the bridge configuration sometimes causes syntax problems (I hit some myself) and is not ideal. Other bridges should be redone as well. - configurable command prefix for the bridge, instead of hardcoding `!kt` (see `matrix_appservice_kakaotalk_command_prefix`) - logging that is more consistent with the rest of the playbook (console / journald only, no logging to files), as well as configurable log level (via `matrix_appservice_kakaotalk_logging_level`) - somewhat more detailed documentation (`docs/configuring-playbook-bridge-appservice-kakaotalk.md`) - removed some dead code (data relocation tasks from `tasks/setup_install.yml`, as well as likely unnecessary SQLite -> Postgres migration)
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- [Setting up Appservice Kakaotalk bridging](configuring-playbook-bridge-appservice-kakaotalk.md) (optional)
- [Setting up Beeper LinkedIn bridging](configuring-playbook-bridge-beeper-linkedin.md) (optional)
- [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)
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- ~~[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)
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- [Setting up MX Puppet Slack bridging](configuring-playbook-bridge-mx-puppet-slack.md) (optional)
- [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)
- [Setting up MX Puppet Discord bridging](configuring-playbook-bridge-mx-puppet-discord.md) (optional)
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- [Setting up MX Puppet GroupMe bridging](configuring-playbook-bridge-mx-puppet-groupme.md) (optional)
- [Setting up MX Puppet Steam bridging](configuring-playbook-bridge-mx-puppet-steam.md) (optional)
- [Setting up Go Skype Bridge bridging](configuring-playbook-bridge-go-skype-bridge.md) (optional)
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- [Setting up Email2Matrix](configuring-playbook-email2matrix.md) (optional)
- [Setting up Postmoogle email bridging](configuring-playbook-bot-postmoogle.md) (optional)
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- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md) (optional)
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- [Setting up Heisenbridge bouncer-style IRC bridging](configuring-playbook-bridge-heisenbridge.md) (optional)
Add support for WeChat bridging This is based on the PR (https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/3241) by Tobias Diez (https://github.com/tobiasdiez). I've refactored some parts, made it more configurable, polished it up, and it's integrated into the playbook now. Both the WeChat bridge and WeChat agent appear to be working. The WeChat bridge joins rooms and responds as expected. That said, end-to-end testing (actually bridging to a WeChat account) has not been done yet. Fixes https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/701 Fixes https://github.com/spantaleev/matrix-docker-ansible-deploy/issues/3092 This is sponsored https://etke.cc/ work related to https://gitlab.com/etke.cc/ansible/-/issues/2 Squashed commit of the following: commit fdd37f02472a0b83d61b4fac80650442f90e7629 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 21:05:53 2024 +0300 Add documentation for WeChat bridge commit 8426fc8b95bb160ea7f9659bd45bc59cf1326614 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:59:42 2024 +0300 Rename directory for matrix_wechat_agent_container_src_files_path commit da200df82bbc9153d307095dd90e4769c400ea1e Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:58:26 2024 +0300 Make WeChat listen_secret configurable and auto-configured via matrix_homeserver_generic_secret_key commit 4022cb1355828ac16af7d9228cb1066962bb35f5 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:54:56 2024 +0300 Refactor install.yml for WeChat a bit (using blocks, etc.) commit d07a39b4c4f6b93d04204e13e384086d5a242d52 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:52:35 2024 +0300 Rename WeChat Agent configuration file This makes it more clear that it belongs to the agent. Otherwise, `config.yaml` and `configure.yaml` make you wonder. commit ccca72f8d1e602f7c42f4bd552193afa153c9b9d Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:49:06 2024 +0300 Move WeChat agent configuration to a template commit a4047d94d8877b4095712dfc76ac3082a1edca28 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:47:17 2024 +0300 Mount WeChat config as readonly and instruct bridge to not update it commit bc0e89f345bf14bbdbfd574bb60d93918c2ac053 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 20:46:33 2024 +0300 Sync WeChat config with upstream Brings up-to-date with: https://github.com/duo/matrix-wechat/commits/0.2.4/example-config.yaml commit a46f5b9cbc8bf16042685a18c77d25a606bc8232 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 19:48:17 2024 +0300 Rename some files commit 3877679040cffc4ca6cccfa21a7335f8f796f06e Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 19:47:10 2024 +0300 Update WeChat logging config This brings it up-to-date with what mautrix-go uses. Otherwise, on startup we see: > Migrating legacy log config .. and it gets migrated to what we've done here. commit e3e95ab234651867c7a975a08455549b31db4172 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 19:43:37 2024 +0300 Make sure matrix-wechat-agent runs as 1000:1000 It needs to write stuff to `/home/user/.vnc`. `/home/user` is owned by `user:group` (`1000:1000`), so it cannot run any other way. Previously, if the `matrix` user was uid=1000 by chance, it would work, but that's pure luck. commit 4d5748ae9b84c81d6b48b0a41b790339d9ac4724 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 18:57:09 2024 +0300 Pin wechat and wechat-agent versions commit 40d40009f19ebceed4126146cbb510a2c95af671 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 18:53:58 2024 +0300 docker_image -> container_image for WeChat bridge commit cc33aff592541913070d13288d17b04ed6243176 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 18:00:25 2024 +0300 docker_src -> container_src in WeChat bridge commit 42e6ae9a6483c8ca6d53b8052058d41d90d93797 Author: Slavi Pantaleev <slavi@devture.com> Date: Mon Jun 3 17:54:24 2024 +0300 matrix_go_wechat_ -> matrix_wechat_ The bridge is written in Go, but does not include Go anywhere in its name. As such, it's mostly useless to use `matrix_go_wechat` as the prefix. commit d6662a69d1916d215d5184320c36d2ef73afd3e9 Author: Tobias Diez <code@tobiasdiez.de> Date: Mon Mar 25 10:55:16 2024 +0800 Add wechat bridge
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- [Setting up WeChat bridging](configuring-playbook-bridge-wechat.md) (optional)
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### Bots
- [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)) (optional)
- [Setting up matrix-bot-chatgpt](configuring-playbook-bot-chatgpt.md) - a bot through which you can talk to the [ChatGPT](https://openai.com/blog/chatgpt/) model (optional)
- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff (optional)
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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 (optional)
- [Setting up maubot](configuring-playbook-bot-maubot.md) - a plugin-based Matrix bot system (optional)
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- [Setting up honoroit](configuring-playbook-bot-honoroit.md) - a helpdesk bot (optional)
- [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)
- [Setting up Draupnir](configuring-playbook-bot-draupnir.md) - a moderation tool/bot, forked from Mjolnir and maintained by its former leader developer (optional)
- [Setting up Draupnir for all](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 (optional)
- [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)
### Backups
- [Setting up BorgBackup](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)
### Other specialized services
- [Setting up synapse-auto-compressor](configuring-playbook-synapse-auto-compressor.md) for compressing the database on Synapse homeservers (optional)
- [Setting up the Sliding Sync Proxy](configuring-playbook-sliding-sync-proxy.md) for clients which require Sliding Sync support (like Element X) (optional)
- [Setting up the Sygnal push gateway](configuring-playbook-sygnal.md) (optional)
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- [Setting up the ntfy push notifications server](configuring-playbook-ntfy.md) (optional)
Cactus comments (#2089) * Add construct for cactus comments role * Adjust config files * Add docker self build to defaults * Adjust tasks * Fix smaller syntax errors * Fix env argument * Add tmp path to allow container writing there Background why I did this: https://docs.gunicorn.org/en/stable/settings.html#worker-tmp-dir * Change port back to 5000 as not configurable in container * Try to add appservice config file for synapse to use * Inject appservice file * Correct copied variable name * Comment out unused app service file injection would need mounting the appservice file to the synapse container i guess * Move role before synapse to be able to inject during runtime * Remove unused parts * Change default user id to mirror official docs * Add docs * Update roles/matrix-cactus-comments/tasks/setup_install.yml Co-authored-by: Slavi Pantaleev <slavi@devture.com> * Update roles/matrix-cactus-comments/templates/cactus_appservice.yaml.j2 Co-authored-by: Slavi Pantaleev <slavi@devture.com> * Generate secrets if necessary, adjust docs * Rename cactusbot userid * Shorten salt strings Co-authored-by: Slavi Pantaleev <slavi@devture.com> * Use tmpfs instead of persistent mount * Remove proxy option as it is nonsense * Add download and serving of cc-client files * Add documentation on client * Clarify docs a bit * Add nginx proxy to required services Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Use container address Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Correct comment of user id Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Use releases or local distributed client Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Move homeserver url to defaults Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Correct truth value Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Add documentation of variables Co-authored-by: Slavi Pantaleev <slavi@devture.com> * Tabs vs. spaces Co-authored-by: Slavi Pantaleev <slavi@devture.com> * Make nginx root configurable Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Complete ake nginx root configurable Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Fix file permission Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> * Fix lint errors Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> Signed-off-by: Julian-Samuel Gebühr <julian-samuel@gebuehr.net> Co-authored-by: Slavi Pantaleev <slavi@devture.com>
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- [Setting up a Cactus Comments server](configuring-playbook-cactus-comments.md) - a federated comment system built on Matrix (optional)
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- [Setting up the Rageshake bug report server](configuring-playbook-rageshake.md) (optional)
- [Setting up Prometheus Alertmanager integration via matrix-alertmanager-receiver](configuring-playbook-alertmanager-receiver.md) (optional)