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Clarify upgrade notes ahead of 1.4.0 release #6033

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@neilisfragile neilisfragile commented Sep 13, 2019

Upgrade notes to explain changes in 1.4 brought about by privacy project

If you spot typos, things that are obviously wrong please just edit and commit direct.

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@neilisfragile neilisfragile changed the base branch from master to develop September 13, 2019 10:03
@neilisfragile neilisfragile requested a review from a team September 13, 2019 10:04
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A few changes, but very clear and easy to read :)

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In the medium term the vector.im and matrix.org Identity servers will disable
sending email and SMS entirely, however in order to ease the transition they
will retain the capability to send email and SMS for a limited period. Email
will be disabled on XXX (giving 2 months notice), disabling SMS will follow
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Mental note: Make sure this gets filled in.

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neilisfragile and others added 6 commits September 13, 2019 11:46
Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Andrew Morgan <[email protected]>
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You can make batch updates from the Files tab btw

Co-Authored-By: Andrew Morgan <[email protected]>
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richvdh commented Sep 13, 2019

neil: please can you give the PR a better name?

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@neilisfragile neilisfragile changed the title Neilj/upgrade notes Clarified upgrade notes ahead of 1.4 release Sep 16, 2019
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We're going to need to include the fact that adding threepids to your account won't work until the homeserver figures out how it's handling email/msisdns. This won't prevent you from binding threepids to Identity Servers through your homeserver at the protocol level, but Riot won't give you the option to bind until a threepid has been added to your account.

@richvdh richvdh changed the title Clarified upgrade notes ahead of 1.4 release Clarify upgrade notes ahead of 1.4 release Sep 18, 2019
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Additionally, there are 4 more new email templates to worry about. add_threepid.html, add_threepid.txt, add_threepid_failure.html and add_threepid_success.html.

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  • I have a few suggestions, but I think we're going to need to iterate on this.

  • What steps should I expect to have to take if I downgrade to v1.3.1? (particularly if I was foolish enough not to keep a copy of my old homeserver.yaml)

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Plus some lines aren't correctly wrapped at 80 char (or whichever value we should use).

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Co-Authored-By: Richard van der Hoff <[email protected]>
@neilisfragile neilisfragile changed the title Clarify upgrade notes ahead of 1.4 release Clarify upgrade notes ahead of 1.4.0 release Sep 23, 2019
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In the medium term the vector.im and matrix.org identity servers will disable
sending email and SMS for homeservers entirely, however in order to ease the
transition they will retain the capability to send email and SMS for a limited
period. Email will be disabled on Monday 2nd December 2019 (giving roughly 2
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this paragraph and the next still talk about stopping the ISes from sending email and sms altogether. I appreciate that you're trying to be brief for clarity but I worry that it's actively misleading - particularly given the repetition.

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@richvdh I don't follow, is there some case where the IS sends an email on behalf of a homeserver that I am not thinking of? Or do I just need to make the fact I am talking about email and SMS on behalf of homeservers clearer?

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the latter. There are cases when an IS sends an email independently, so "Email will be disabled" is incorrect.

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maybe we should call it "support for delegated 3pid verification" or something, instead of "sending email"

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It is possible for a user to associate an email address or phone number
with their account, for a number of reasons:
* for use when logging in, as an alternative to the user id.
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there's a formatting fail here. I think it needs to lose the indentation

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matrix.org.

In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
longer delegate 3pid validation to an identity server by default and instead the
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probably my bad, but we should decide if we are calling it 'verification' or 'validation'. I think 'verification'?

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In the medium term the vector.im and matrix.org identity servers will disable
sending email and SMS for homeservers entirely, however in order to ease the
transition they will retain the capability to send email and SMS for a limited
period. Email will be disabled on Monday 2nd December 2019 (giving roughly 2
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maybe we should call it "support for delegated 3pid verification" or something, instead of "sending email"

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Following upgrade, to continue sending email (and therefore register via an
email address) admins can either:-

* Configure Synapse to use an email server (details follow). * Run or choose an
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Reflow formatting fail?

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Following upgrade, to continue sending email (and therefore register via an
email address) admins can either:-

* Configure Synapse to use an email server (details follow). * Run or choose an
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formatting has broken here

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Delegate Email to an identity server
------------------------------------

Some admins will wish to continue using email as a registration method, but
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it's not a registration method

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will not immediately have an appropriate SMTP server to hand.

To this end, we will continue to support email delegation via the vector.im and
matrix.org identity servers for two months. The cut off date is Monday 2nd
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Support for delegated email verification will be disabled on Monday 2nd December.

UPGRADE.rst Outdated
---

Following upgrade, the only way to maintain the ability to send SMS (and
therefore register via a phone number) will be to continue to delegate SMS
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s/SMS delivery/phone number verification/

@@ -114,7 +226,8 @@ v1.3.1, subject to the following:
The room statistics are essentially unused in v1.3.1 (in future versions of
Synapse, they will be used to populate the room directory), so there should
be no loss of functionality. However, the statistics engine will write errors
to the logs, which can be avoided by setting the following in `homeserver.yaml`:
to the logs, which can be avoided by setting the following in
`homeserver.yaml`:
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👎

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I don't see the problem, am wrapping to 80 chars.

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@@ -124,6 +237,7 @@ v1.3.1, subject to the following:
Don't forget to re-enable it when you upgrade again, in preparation for its
use in the room directory!


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👎

server that supports SMS sending).


The ``account_threepid_delegates`` dictionary defines whether the homeserver
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see comments above, though I'd love it if we could avoid repeating this

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I'm just not sure I see a neat way not to repeat, since it is convenient to have the context close the description of what changes the admin must make. My sense is that since this is not a doc that needs maintenance the repetition is permissible, if you can see a better way to do it, just edit direct.

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<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
password reset or registration messages via email and SMS.

So to delegate SMS sending set ``account_threepid_delegates.msisdn`` to a base
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gtg, I think there are similar comments to be made below

Co-Authored-By: Andrew Morgan <[email protected]>
Co-Authored-By: Richard van der Hoff <[email protected]>
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LGTM - SHIP IT!!!!!

@neilisfragile neilisfragile merged commit 1b23f99 into develop Sep 26, 2019
@neilisfragile neilisfragile deleted the neilj/upgrade_notes branch September 26, 2019 11:30
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5 participants