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

# 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 inventory/host_vars/matrix.<your-domain>`)

1. copy the sample configuration file (`cp examples/vars.yml inventory/host_vars/matrix.<your-domain>/vars.yml`)

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.

1. copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)

1. edit the inventory hosts file (`inventory/hosts`) to your liking


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, but recommended; after [installing](installing.md))

- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md) (optional)

- [Setting up Dynamic DNS](configuring-playbook-dynamic-dns.md) (optional)

- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md) (optional)

### Core service adjustments

- [Configuring Synapse](configuring-playbook-synapse.md) (optional)

- [Configuring Element](configuring-playbook-client-element.md) (optional)

- [Storing Matrix media files on Amazon S3](configuring-playbook-s3.md) (optional)

- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md) (optional)

- [Adjusting ma1sd Identity Server configuration](configuring-playbook-ma1sd.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 Nginx (optional, advanced)](configuring-playbook-nginx.md) (optional, advanced)

- [Using your own webserver, instead of this playbook's nginx proxy](configuring-playbook-own-webserver.md) (optional, advanced)

- [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)


### Authentication and user-related

- [Setting up Synapse Admin](configuring-playbook-synapse-admin.md) (optional)

- [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)

- [Setting up the LDAP password provider module](configuring-playbook-ldap-auth.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)

- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) (optional, advanced)


### Bridging other networks

- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md) (optional)

- [Setting up Mautrix Whatsapp bridging](configuring-playbook-bridge-mautrix-whatsapp.md) (optional)

- [Setting up Mautrix Facebook bridging](configuring-playbook-bridge-mautrix-facebook.md) (optional)

- [Setting up Mautrix Hangouts bridging](configuring-playbook-bridge-mautrix-hangouts.md) (optional)

- [Setting up Mautrix Instagram bridging](configuring-playbook-bridge-mautrix-instagram.md) (optional)

- [Setting up Mautrix Signal bridging](configuring-playbook-bridge-mautrix-signal.md) (optional)

- [Setting up Appservice IRC bridging](configuring-playbook-bridge-appservice-irc.md) (optional)

- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md) (optional)

- [Setting up Appservice Slack bridging](configuring-playbook-bridge-appservice-slack.md) (optional)

- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (optional)

- [Setting up MX Puppet Skype bridging](configuring-playbook-bridge-mx-puppet-skype.md) (optional)

- [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)

- [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 Email2Matrix](configuring-playbook-email2matrix.md) (optional)

- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md) (optional)


### Bots

- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff (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)


### Other specialized services

- [Setting up the Sygnal push gateway](configuring-playbook-sygnal.md) (optional)
Minor wording improvements 6 years ago			`# Configuring the Ansible playbook`
Split README into a bunch of files in docs/ 6 years ago
Improve documentation about getting the playbook 6 years ago			`To configure the playbook, you need to have done the following things:`
Split README into a bunch of files in docs/ 6 years ago
Improve documentation about getting the playbook 6 years ago			`- 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:`
Split README into a bunch of files in docs/ 6 years ago
Make steps in configuring-playbook.md numbered instead of bullet points which make it more difficult to tell whether or not you completed all of the steps 4 years ago			1. create a directory to hold your configuration (`mkdir inventory/host_vars/matrix.<your-domain>`)
Split README into a bunch of files in docs/ 6 years ago
Make steps in configuring-playbook.md numbered instead of bullet points which make it more difficult to tell whether or not you completed all of the steps 4 years ago			1. copy the sample configuration file (`cp examples/vars.yml inventory/host_vars/matrix.<your-domain>/vars.yml`)
Split README into a bunch of files in docs/ 6 years ago
Make steps in configuring-playbook.md numbered instead of bullet points which make it more difficult to tell whether or not you completed all of the steps 4 years ago			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.
Split README into a bunch of files in docs/ 6 years ago
Make steps in configuring-playbook.md numbered instead of bullet points which make it more difficult to tell whether or not you completed all of the steps 4 years ago			1. copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)
Split README into a bunch of files in docs/ 6 years ago
Make steps in configuring-playbook.md numbered instead of bullet points which make it more difficult to tell whether or not you completed all of the steps 4 years ago			1. edit the inventory hosts file (`inventory/hosts`) to your liking
Split README into a bunch of files in docs/ 6 years ago

			`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`

Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago			`### Additional useful services`
Add documentation about Telemetry configuration 6 years ago
Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago			`- [Setting up the Dimension Integration Manager](configuring-playbook-dimension.md) (optional, but recommended; after [installing](installing.md))`
Add support for controlling Matrix federation 6 years ago
Add Jitsi reference to Configuring Playbook docs page 5 years ago			`- [Setting up the Jitsi video-conferencing platform](configuring-playbook-jitsi.md) (optional)`

Improve "things to do after installation" docs section 4 years ago			`- [Setting up Dynamic DNS](configuring-playbook-dynamic-dns.md) (optional)`
Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago
Announce Prometheus/Grafana 4 years ago			`- [Enabling metrics and graphs (Prometheus, Grafana) for your Matrix server](configuring-playbook-prometheus-grafana.md) (optional)`

Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago			`### Core service adjustments`
Add email-sending support 6 years ago
Make Synapse configuration extensible 5 years ago			`- [Configuring Synapse](configuring-playbook-synapse.md) (optional)`

Riot is now Element Fixes #586 (Github Issue) 4 years ago			`- [Configuring Element](configuring-playbook-client-element.md) (optional)`
Make Riot-web configuration extensible Fixes #71 (Github Issue). 5 years ago
Improve wording a bit 6 years ago			`- [Storing Matrix media files on Amazon S3](configuring-playbook-s3.md) (optional)`
Split README into a bunch of files in docs/ 6 years ago
			`- [Using an external PostgreSQL server](configuring-playbook-external-postgres.md) (optional)`

Replace mxisd with ma1sd in docs, fixing URLs 5 years ago			`- [Adjusting ma1sd Identity Server configuration](configuring-playbook-ma1sd.md) (optional)`
Add mxisd Identity Server support 6 years ago
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. 6 years ago			`- [Adjusting SSL certificate retrieval](configuring-playbook-ssl-certificates.md) (optional, advanced)`

Add support for serving base domain via matrix-nginx-proxy 6 years ago			`- [Serving your base domain using this playbook's nginx server](configuring-playbook-base-domain-serving.md) (optional)`

Fix spelling ngnix -> nginx 5 years ago			`- [Configure Nginx (optional, advanced)](configuring-playbook-nginx.md) (optional, advanced)`
add ngnix-status to config add doc 6 years ago
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)". 6 years ago			`- [Using your own webserver, instead of this playbook's nginx proxy](configuring-playbook-own-webserver.md) (optional, advanced)`
Add matrix-synapse-rest-auth support 6 years ago
Add TURN server configuration documentation 6 years ago			`- [Adjusting TURN server configuration](configuring-playbook-turn.md) (optional, advanced)`

Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago
			`### 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)`


			`### Authentication and user-related`

Add synapse-admin support Fixes #562 (Github Issue) 4 years ago			`- [Setting up Synapse Admin](configuring-playbook-synapse-admin.md) (optional)`

Add matrix-registration support 4 years ago			`- [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)". 6 years ago			`- [Setting up the REST authentication password provider module](configuring-playbook-rest-auth.md) (optional, advanced)`
Add support for matrix-synapse-shared-secret-auth 6 years ago
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)". 6 years ago			`- [Setting up the Shared Secret Auth password provider module](configuring-playbook-shared-secret-auth.md) (optional, advanced)`
Add support for matrix-corporal 6 years ago
Add LDAP auth password provider documentation and changelog description 6 years ago			`- [Setting up the LDAP password provider module](configuring-playbook-ldap-auth.md) (optional, advanced)`

Add support for Synapse Simple Antispam Fixes #255 (Github Issue). 5 years ago			`- [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)". 6 years ago			`- [Setting up Matrix Corporal](configuring-playbook-matrix-corporal.md) (optional, advanced)`
Update README 6 years ago
Typo 4 years ago			`- [Setting up Mjolnir](configuring-playbook-bot-mjolnir.md) (optional, advanced)`
Write some docs 4 years ago
Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order. 6 years ago
			`### Bridging other networks`

Update documentation 6 years ago			`- [Setting up Mautrix Telegram bridging](configuring-playbook-bridge-mautrix-telegram.md) (optional)`

Updated "Controlling Matrix federation" link Missing file ending results in 404 6 years ago			`- [Setting up Mautrix Whatsapp bridging](configuring-playbook-bridge-mautrix-whatsapp.md) (optional)`
Add support for matrix-appservice-irc 6 years ago
Add mautrix-facebook doc 6 years ago			`- [Setting up Mautrix Facebook bridging](configuring-playbook-bridge-mautrix-facebook.md) (optional)`

Update changelog and documentation 5 years ago			`- [Setting up Mautrix Hangouts bridging](configuring-playbook-bridge-mautrix-hangouts.md) (optional)`

update informational files. 4 years ago			`- [Setting up Mautrix Instagram bridging](configuring-playbook-bridge-mautrix-instagram.md) (optional)`

added docs 4 years ago			`- [Setting up Mautrix Signal bridging](configuring-playbook-bridge-mautrix-signal.md) (optional)`

Add support for matrix-appservice-irc 6 years ago			`- [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. 6 years ago
			`- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md) (optional)`
Added Slack role 6 years ago
			`- [Setting up Appservice Slack bridging](configuring-playbook-bridge-appservice-slack.md) (optional)`
Merge branch 'master' into master 5 years ago
Announce Appservice Webhooks support Related to #339 (Github Pull Request). 5 years ago			`- [Setting up Appservice Webhooks bridging](configuring-playbook-bridge-appservice-webhooks.md) (optional)`

Announce Skype bridging 5 years ago			`- [Setting up MX Puppet Skype bridging](configuring-playbook-bridge-mx-puppet-skype.md) (optional)`

Announce mx-puppet-slack support Related to #454 (Github Pull Request). 5 years ago			`- [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). 4 years ago			`- [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). 4 years ago			`- [Setting up MX Puppet Discord bridging](configuring-playbook-bridge-mx-puppet-discord.md) (optional)`

Add docs 4 years ago			`- [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). 4 years ago			`- [Setting up MX Puppet Steam bridging](configuring-playbook-bridge-mx-puppet-steam.md) (optional)`

Add Email2Matrix support 5 years ago			`- [Setting up Email2Matrix](configuring-playbook-email2matrix.md) (optional)`
matrix-sms-bridge: added docs, added seperate service for database, pr comments 5 years ago
Relocate docs page for consistency 4 years ago			`- [Setting up Matrix SMS bridging](configuring-playbook-bridge-matrix-bridge-sms.md) (optional)`
Add support for matrix-reminder-bot 4 years ago

			`### Bots`

Announce Mjolnir bot support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/962 4 years ago			`- [Setting up matrix-reminder-bot](configuring-playbook-bot-matrix-reminder-bot.md) - a bot to remind you about stuff (optional)`
Announce Go-NEB support 4 years ago
Announce Mjolnir bot support Related to https://github.com/spantaleev/matrix-docker-ansible-deploy/pull/962 4 years ago			`- [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 4 years ago

			`### Other specialized services`

			`- [Setting up the Sygnal push gateway](configuring-playbook-sygnal.md) (optional)`