matrix-docker-ansible-deploy/docs/configuring-playbook.md
Suguru Hirahara 194a3ca461
Add "Quick start" guide (#3801)
* Add docs/quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add description about keeping the playbook and services up-to-date

Also: move descriptions about difference between the playbook tags (setup-all and install-all) and about the just "recipe" from installing.md to maintenance-upgrading-services.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace <your-username> with YOUR_USERNAME_HERE

This is a common expression and should avoid misunderstanding that `<` and `>` would need to be included

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace <your-password> with YOUR_PASSWORD_HERE

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Change the link to 'Quick start' on the breadcrumbs from README.md to quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a link to quick-start.md on the "Getting started" section

Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a link to quick-start.md on docs/README.md

Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add note about using "example.com" as an example domain

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove backticks from command examples to register a user

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Apply suggestions from code review

Co-authored-by: Slavi Pantaleev <slavi@devture.com>

* Improve notes for instruction to create a user account

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add details about delegation to installing.md and quick-start.md

Some information is omitted on quick-start.md in favor of installing.md to keep the quick start guide simple.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add the breadcrumb header

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Edit docs/quick-start.md: run the setup command with install-all by default

Refer docs/maintenance-upgrading-services.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Revert "Update docs/quick-start.md: add the breadcrumb header"

This reverts commit 9a6e1cf14c.

As the quick start guide is standalone.

* Update docs/quick-start.md: add headers inside the install section

These headers should make it perfectly clear that there are two steps to be done to install with the playbook

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update quick-start.md

* Update docs/registering-users.md: notes for manual user registeration

Copy the same notes from quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Reword some things in quick start

* Add alternative to `just roles`

* Update docs/configuring-dns.md: sync with docs/quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add a link to docs/registering-users.md for an instruction to add user accounts

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/registering-users.md and docs/updating-users-passwords.md: remove "your" from username and password placeholders

These documentations, unlike docs/installing.md and docs/quick-start.md, describe how to handle users (registering them or changing their passwords), some of whom are yours, while others are not.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md: add "your" to make it clear that it is "your" account that is going to be created

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md and docs/quick-start.md: mention "make roles"

This commit adds mentions to "make roles" and a note about the preference of ansible-playbook commands over the just "recipes".

quick-start.md intends to be referred by those who have never used the playbook to set up a server, so it is safer to regard that it is not clear to them what exactly the just "recipes" are made of, ie. it takes some time and experience until someone understands simplicity of them. For beginners, I believe that we should prefer the basics over simplicity, from the educational point of view.

If someone feels tired of using the same command repetitively, then the person will have been already well accustomed to the way how the playbook works and how the server is supposed to be maintained, and the person is "qualified" to use the just "recipes", and should be able to use them with confidence, distinguishing the playbook tags from the "recipes", for example, from "just install-all" and "ansible-playbook -i inventory/hosts setup.yml --tags=install-all". Such level of familiarity and experience should not be expected on the quick start guide.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update instructions to update Ansible roles

Also: move the detailed explanation about "just roles" from installing.md to maintenance-upgrading-services.md

TBD: create a dedicated documentation for the "just" program and the concept of its "recipe" (shortcut of commands)

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a note about cases to create multiple accounts/users

Since one of the quick start guide's goals is to set up an own user account, this commit adds the note about creating multiple accounts/users to installing.md and registering-users.md only. It should be fine as registering-users.md is linked from quick-start.md

Also:
- On installing.md and quick-start.md, change instruction from what encourages to select "admin=yes" or "admin=no" to what encourages to use "admin=yes", since your user account will be the sole user on the server, as long as you set up the server by following the documentation
- Remove the link to registering-users.md from quick-start.md as the documentation is already linked above, under the header of the section
- Sync docs/installing.md with other documentation

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove a line about setting "admin=yes" to reduce the amount of information

Because quick-start.md is getting longer with much information, it removes the note in favor of the linked registering-users.md documentation. The note is available on installing.md as well, and details about adding user accounts for other people can (and should) be checked on those documentations.

Also, this commit edits lines above these notes to make it clear that your user account will be an administrator of the server.

With this commit, the amount of the information about adding user accounts will be: registering-users.md > installing.md > quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Fix a broken anchor link on docs/installing.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace repetitive information about upgrading with an anchor link to docs/maintenance-upgrading-services.md

Because details to update/upgrade the Matrix services is not necessary for quick start and the amount of information should be reduced from the viewpoint of maintainability, this commit removes details to update/upgrade from quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add a note about keeping it tidy and simple

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/maintenance-checking-services.md and docs/quick-start.md: add instruction to use federation tester against the base domain

Per Slavi's suggestion.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md and docs/quick-start.md: replace commands to finalize the installation

Per Slavi's suggestion.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Clarify install-matrix-static-files to avoid confusion with install-all; Minor consistency improvements

---------

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
2024-11-23 09:59:29 +02:00

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# Configuring the playbook
<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>
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:
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.
[▶️](installing.md) When you're done with all the configuration you'd like to do, continue with [Installing](installing.md).
## Other configuration options
### Core service adjustments
- Homeserver configuration:
- [Configuring Synapse](configuring-playbook-synapse.md), if you're going with the default/recommended homeserver implementation
- [Configuring Conduit](configuring-playbook-conduit.md), if you've switched to the [Conduit](https://conduit.rs) homeserver implementation
- [Configuring Dendrite](configuring-playbook-dendrite.md), if you've switched to the [Dendrite](https://matrix-org.github.io/dendrite) homeserver implementation
- Server components:
- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md)
- [Adjusting TURN server configuration](configuring-playbook-turn.md) (advanced)
- [Configuring the Traefik reverse-proxy](configuring-playbook-traefik.md) (advanced)
- [Using your own webserver, instead of this playbook's Traefik reverse-proxy](configuring-playbook-own-webserver.md) (advanced)
- [Adjusting SSL certificate retrieval](configuring-playbook-ssl-certificates.md) (advanced)
- [Adjusting email-sending settings](configuring-playbook-email.md)
- [Setting up ma1sd Identity Server](configuring-playbook-ma1sd.md)
- [Setting up Dynamic DNS](configuring-playbook-dynamic-dns.md)
- Server connectivity:
- [Enabling Telemetry for your Matrix server](configuring-playbook-telemetry.md)
- [Controlling Matrix federation](configuring-playbook-federation.md)
### Clients
Web clients for Matrix that you can host on your own domains.
- [Configuring Element Web](configuring-playbook-client-element-web.md), if you're going with the default/recommended client
- [Setting up Hydrogen](configuring-playbook-client-hydrogen.md), if you've enabled [Hydrogen](https://github.com/element-hq/hydrogen-web), a lightweight Matrix client with legacy and mobile browser support
- [Setting up Cinny](configuring-playbook-client-cinny.md), if you've enabled [Cinny](https://github.com/ajbura/cinny), a web client focusing primarily on simple, elegant and secure interface
- [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
### Authentication and user-related
Extend and modify how users are authenticated on your homeserver.
- [Setting up Matrix Authentication Service](configuring-playbook-matrix-authentication-service.md) (Next-generation auth for Matrix, based on OAuth 2.0/OIDC)
- [Setting up Appservice Double Puppet](configuring-playbook-appservice-double-puppet.md)
- [Setting up Synapse Admin](configuring-playbook-synapse-admin.md)
- [Setting up matrix-registration](configuring-playbook-matrix-registration.md)
- [Setting up the REST authentication password provider module](configuring-playbook-rest-auth.md) (advanced)
- [Setting up the Shared Secret Auth password provider module](configuring-playbook-shared-secret-auth.md) (advanced)
- [Setting up the LDAP authentication password provider module](configuring-playbook-ldap-auth.md) (advanced)
- [Setting up matrix-ldap-registration-proxy](configuring-playbook-matrix-ldap-registration-proxy.md) (advanced)
- [Setting up Synapse Simple Antispam](configuring-playbook-synapse-simple-antispam.md) (advanced)
- [Setting up Matrix User Verification Service](configuring-playbook-user-verification-service.md) (advanced)
### File Storage
Use alternative file storage to the default `media_store` folder.
- [Storing Matrix media files on Amazon S3 with Goofys](configuring-playbook-s3-goofys.md)
- [Storing Synapse media files on Amazon S3 or another compatible Object Storage](configuring-playbook-s3.md)
- [Storing Matrix media files using matrix-media-repo](configuring-playbook-matrix-media-repo.md)
### Bridging other networks
Bridges can be used to connect your Matrix installation with third-party communication networks.
- [Setting up Mautrix Discord bridging](configuring-playbook-bridge-mautrix-discord.md)
- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md)
- [Setting up Mautrix Slack bridging](configuring-playbook-bridge-mautrix-slack.md)
- [Setting up Mautrix Google Messages bridging](configuring-playbook-bridge-mautrix-gmessages.md)
- [Setting up Mautrix Whatsapp bridging](configuring-playbook-bridge-mautrix-whatsapp.md)
- [Setting up Instagram bridging via Mautrix Meta](configuring-playbook-bridge-mautrix-meta-instagram.md)
- [Setting up Messenger bridging via Mautrix Meta](configuring-playbook-bridge-mautrix-meta-messenger.md)
- [Setting up Mautrix Google Chat bridging](configuring-playbook-bridge-mautrix-googlechat.md)
- [Setting up Mautrix Twitter bridging](configuring-playbook-bridge-mautrix-twitter.md)
- [Setting up Mautrix Signal bridging](configuring-playbook-bridge-mautrix-signal.md)
- [Setting up Mautrix wsproxy for bridging Android SMS or Apple iMessage](configuring-playbook-bridge-mautrix-wsproxy.md)
- [Setting up Appservice IRC bridging](configuring-playbook-bridge-appservice-irc.md)
- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md)
- [Setting up Appservice Slack bridging](configuring-playbook-bridge-appservice-slack.md)
- [Setting up Appservice Kakaotalk bridging](configuring-playbook-bridge-appservice-kakaotalk.md)
- [Setting up Beeper LinkedIn bridging](configuring-playbook-bridge-beeper-linkedin.md)
- [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).
- [Setting up MX Puppet Slack bridging](configuring-playbook-bridge-mx-puppet-slack.md)
- [Setting up MX Puppet Instagram bridging](configuring-playbook-bridge-mx-puppet-instagram.md)
- [Setting up MX Puppet Twitter bridging](configuring-playbook-bridge-mx-puppet-twitter.md)
- [Setting up MX Puppet Discord bridging](configuring-playbook-bridge-mx-puppet-discord.md)
- [Setting up MX Puppet GroupMe bridging](configuring-playbook-bridge-mx-puppet-groupme.md)
- [Setting up MX Puppet Steam bridging](configuring-playbook-bridge-mx-puppet-steam.md)
- [Setting up Go Skype Bridge bridging](configuring-playbook-bridge-go-skype-bridge.md)
- [Setting up Email2Matrix](configuring-playbook-email2matrix.md)
- [Setting up Postmoogle email bridging](configuring-playbook-bridge-postmoogle.md)
- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md)
- [Setting up Heisenbridge bouncer-style IRC bridging](configuring-playbook-bridge-heisenbridge.md)
- [Setting up WeChat bridging](configuring-playbook-bridge-wechat.md)
### Bots
Bots provide various additional functionality to your installation.
- [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))
- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff
- [Setting up matrix-registration-bot](configuring-playbook-bot-matrix-registration-bot.md) - a bot to create and manage registration tokens to invite users
- [Setting up maubot](configuring-playbook-bot-maubot.md) - a plugin-based Matrix bot system
- [Setting up Honoroit](configuring-playbook-bot-honoroit.md) - a helpdesk bot
- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) - a moderation tool/bot
- [Setting up Draupnir](configuring-playbook-bot-draupnir.md) - a moderation tool/bot, forked from Mjolnir and maintained by its former leader developer
- [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
- [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
### Administration
Services that help you in administrating and monitoring your Matrix installation.
- [Setting up Prometheus Alertmanager integration via matrix-alertmanager-receiver](configuring-playbook-alertmanager-receiver.md)
- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md)
- [Enabling metrics and graphs for NginX logs](configuring-playbook-prometheus-nginxlog.md)
- [Setting up the rageshake bug report server](configuring-playbook-rageshake.md)
- [Enabling synapse-usage-exporter for Synapse usage statistics](configuring-playbook-synapse-usage-exporter.md)
- Backups:
- [Setting up BorgBackup](configuring-playbook-backup-borg.md) - a full Matrix server backup solution, including the Postgres database
- [Setting up postgres backup](configuring-playbook-postgres-backup.md) - a Postgres-database backup solution (note: does not include other files)
### Other specialized services
Various services that don't fit any other categories.
- [Setting up Synapse Auto Invite Accept](configuring-playbook-synapse-auto-accept-invite.md)
- [Setting up synapse-auto-compressor](configuring-playbook-synapse-auto-compressor.md) for compressing the database on Synapse homeservers
- [Setting up Matrix Corporal](configuring-playbook-matrix-corporal.md) (advanced)
- [Setting up Etherpad](configuring-playbook-etherpad.md)
- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md)
- [Setting up Cactus Comments](configuring-playbook-cactus-comments.md) - a federated comment system built on Matrix
- [Setting up Pantalaimon (E2EE aware proxy daemon)](configuring-playbook-pantalaimon.md) (advanced)
- [Setting up the Sygnal push gateway](configuring-playbook-sygnal.md)
- [Setting up the ntfy push notifications server](configuring-playbook-ntfy.md)
### Deprecated / unmaintained / removed services
**Note**: since a deprecated or unmaintained service will not be updated, its bug or vulnerability will be unlikely to get patched. It is recommended to migrate from the service to an alternative if any, and make sure to do your own research before you decide to keep it running nonetheless.
- [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)
- [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))
- [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))
- [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))
- [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))
- [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))
- [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))
- [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))
- [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))