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

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Minor wording improvements
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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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- create a directory to hold your configuration (`mkdir inventory/host_vars/matrix.<your-domain>`)
- copy the sample configuration file (`cp examples/host-vars.yml inventory/host_vars/matrix.<your-domain>/vars.yml`)
Split playbook into multiple roles As suggested in #63 (Github issue), splitting the playbook's logic into multiple roles will be beneficial for maintainability. This patch realizes this split. Still, some components affect others, so the roles are not really independent of one another. For example: - disabling mxisd (`matrix_mxisd_enabled: false`), causes Synapse and riot-web to reconfigure themselves with other (public) Identity servers. - enabling matrix-corporal (`matrix_corporal_enabled: true`) affects how reverse-proxying (by `matrix-nginx-proxy`) is done, in order to put matrix-corporal's gateway server in front of Synapse We may be able to move away from such dependencies in the future, at the expense of a more complicated manual configuration, but it's probably not worth sacrificing the convenience we have now. As part of this work, the way we do "start components" has been redone now to use a loop, as suggested in #65 (Github issue). This should make restarting faster and more reliable.
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- 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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- copy the sample inventory hosts file (`cp examples/hosts inventory/hosts`)
- 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
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### Additional useful services
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Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order.
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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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Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order.
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### Core service adjustments
Add email-sending support
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Improve wording a bit
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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 mxisd Identity Server support
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- [Adjusting mxisd Identity Server configuration](configuring-playbook-mxisd.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)
Add support for serving base domain via matrix-nginx-proxy
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- [Serving your base domain using this playbook's nginx server](configuring-playbook-base-domain-serving.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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- [Using your own webserver, instead of this playbook's nginx proxy](configuring-playbook-own-webserver.md) (optional, advanced)
Add matrix-synapse-rest-auth support
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Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order.
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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)
### Authentication and user-related
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)
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 Matrix Corporal](configuring-playbook-matrix-corporal.md) (optional, advanced)
Update README
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Split additional configuration options in groups It's too many configuration options to keep them in a single list. Trying to put some order.
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### Bridging other networks
Update documentation
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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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- [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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- [Setting up Appservice Discord bridging](configuring-playbook-bridge-appservice-discord.md) (optional)