198 lines
7.2 KiB
Markdown
198 lines
7.2 KiB
Markdown
Support in Synapse for tracking agreement to server terms and conditions
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========================================================================
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Synapse 0.30 introduces support for tracking whether users have agreed to the
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terms and conditions set by the administrator of a server - and blocking access
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to the server until they have.
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There are several parts to this functionality; each requires some specific
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configuration in `homeserver.yaml` to be enabled.
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Note that various parts of the configuration and this document refer to the
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"privacy policy": agreement with a privacy policy is one particular use of this
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feature, but of course administrators can specify other terms and conditions
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unrelated to "privacy" per se.
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Collecting policy agreement from a user
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---------------------------------------
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Synapse can be configured to serve the user a simple policy form with an
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"accept" button. Clicking "Accept" records the user's acceptance in the
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database and shows a success page.
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To enable this, first create templates for the policy and success pages.
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These should be stored on the local filesystem.
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These templates use the [Jinja2](http://jinja.pocoo.org) templating language,
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and [docs/privacy_policy_templates](https://github.com/matrix-org/synapse/tree/develop/docs/privacy_policy_templates/)
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gives examples of the sort of thing that can be done.
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Note that the templates must be stored under a name giving the language of the
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template - currently this must always be `en` (for "English");
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internationalisation support is intended for the future.
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The template for the policy itself should be versioned and named according to
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the version: for example `1.0.html`. The version of the policy which the user
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has agreed to is stored in the database.
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Once the templates are in place, make the following changes to `homeserver.yaml`:
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1. Add a `user_consent` section, which should look like:
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```yaml
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user_consent:
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template_dir: privacy_policy_templates
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version: 1.0
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```
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`template_dir` points to the directory containing the policy
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templates. `version` defines the version of the policy which will be served
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to the user. In the example above, Synapse will serve
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`privacy_policy_templates/en/1.0.html`.
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2. Add a `form_secret` setting at the top level:
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```yaml
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form_secret: "<unique secret>"
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```
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This should be set to an arbitrary secret string (try `pwgen -y 30` to
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generate suitable secrets).
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More on what this is used for below.
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3. Add `consent` wherever the `client` resource is currently enabled in the
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`listeners` configuration. For example:
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```yaml
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listeners:
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- port: 8008
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resources:
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- names:
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- client
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- consent
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```
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Finally, ensure that `jinja2` is installed. If you are using a virtualenv, this
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should be a matter of `pip install Jinja2`. On debian, try `apt-get install
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python-jinja2`.
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Once this is complete, and the server has been restarted, try visiting
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`https://<server>/_matrix/consent`. If correctly configured, this should give
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an error "Missing string query parameter 'u'". It is now possible to manually
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construct URIs where users can give their consent.
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### Enabling consent tracking at registration
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1. Add the following to your configuration:
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```yaml
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user_consent:
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require_at_registration: true
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policy_name: "Privacy Policy" # or whatever you'd like to call the policy
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```
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2. In your consent templates, make use of the `public_version` variable to
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see if an unauthenticated user is viewing the page. This is typically
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wrapped around the form that would be used to actually agree to the document:
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```html
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{% if not public_version %}
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<!-- The variables used here are only provided when the 'u' param is given to the homeserver -->
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<form method="post" action="consent">
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<input type="hidden" name="v" value="{{version}}"/>
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<input type="hidden" name="u" value="{{user}}"/>
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<input type="hidden" name="h" value="{{userhmac}}"/>
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<input type="submit" value="Sure thing!"/>
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</form>
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{% endif %}
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```
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3. Restart Synapse to apply the changes.
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Visiting `https://<server>/_matrix/consent` should now give you a view of the privacy
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document. This is what users will be able to see when registering for accounts.
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### Constructing the consent URI
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It may be useful to manually construct the "consent URI" for a given user - for
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instance, in order to send them an email asking them to consent. To do this,
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take the base `https://<server>/_matrix/consent` URL and add the following
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query parameters:
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* `u`: the user id of the user. This can either be a full MXID
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(`@user:server.com`) or just the localpart (`user`).
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* `h`: hex-encoded HMAC-SHA256 of `u` using the `form_secret` as a key. It is
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possible to calculate this on the commandline with something like:
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```bash
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echo -n '<user>' | openssl sha256 -hmac '<form_secret>'
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```
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This should result in a URI which looks something like:
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`https://<server>/_matrix/consent?u=<user>&h=68a152465a4d...`.
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Note that not providing a `u` parameter will be interpreted as wanting to view
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the document from an unauthenticated perspective, such as prior to registration.
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Therefore, the `h` parameter is not required in this scenario. To enable this
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behaviour, set `require_at_registration` to `true` in your `user_consent` config.
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Sending users a server notice asking them to agree to the policy
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----------------------------------------------------------------
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It is possible to configure Synapse to send a [server
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notice](server_notices.md) to anybody who has not yet agreed to the current
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version of the policy. To do so:
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* ensure that the consent resource is configured, as in the previous section
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* ensure that server notices are configured, as in [the server notice documentation](server_notices.md).
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* Add `server_notice_content` under `user_consent` in `homeserver.yaml`. For
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example:
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```yaml
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user_consent:
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server_notice_content:
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msgtype: m.text
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body: >-
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Please give your consent to the privacy policy at %(consent_uri)s.
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```
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Synapse automatically replaces the placeholder `%(consent_uri)s` with the
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consent uri for that user.
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* ensure that `public_baseurl` is set in `homeserver.yaml`, and gives the base
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URI that clients use to connect to the server. (It is used to construct
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`consent_uri` in the server notice.)
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Blocking users from using the server until they agree to the policy
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-------------------------------------------------------------------
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Synapse can be configured to block any attempts to join rooms or send messages
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until the user has given their agreement to the policy. (Joining the server
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notices room is exempted from this).
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To enable this, add `block_events_error` under `user_consent`. For example:
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```yaml
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user_consent:
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block_events_error: >-
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You can't send any messages until you consent to the privacy policy at
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%(consent_uri)s.
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```
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Synapse automatically replaces the placeholder `%(consent_uri)s` with the
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consent uri for that user.
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ensure that `public_baseurl` is set in `homeserver.yaml`, and gives the base
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URI that clients use to connect to the server. (It is used to construct
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`consent_uri` in the error.)
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