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Document the use of the migration script (#386)
* Document the use of the migration script * Changelog * Update docs/casefold_migration.md * Apply suggestions from code review Co-authored-by: reivilibre <38398653+reivilibre@users.noreply.github.com> * Update docs/casefold_migration.md Co-authored-by: reivilibre <38398653+reivilibre@users.noreply.github.com> Co-authored-by: reivilibre <38398653+reivilibre@users.noreply.github.com>
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Case-fold email addresses when binding to MXIDs or performing look-ups. Contributed by H. Shay. |
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# Migrating to case-insensitive email addresses | ||
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**Note: the operation described in this documentation is only needed if your server was | ||
running a version of Sydent earlier than 2.4.0 at some point, and only needs to be run | ||
once. If the first version of Sydent you have set up is 2.4.0 or later, or if you have | ||
already run this operation, you don't need to do it again.** | ||
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In the past, the Matrix specification would consider email addresses as case-sensitive. This means | ||
`alice@example.com` and `Alice@example.com` would be seen as two different email addresses | ||
which could each be associated with a different Matrix user ID. | ||
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With [MSC2265](https://github.com/matrix-org/matrix-doc/pull/2265), the Matrix | ||
specification was updated so that email addresses are considered without any case sensitivity (so the two | ||
addresses mentioned in the previous paragraph would be considered as being one and the | ||
same). | ||
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As of version 2.4.0, Sydent supports this change by processing each new association | ||
without case sensitivity. However, some data might remain in the database from earlier | ||
versions when Sydent would support multiple associations for a given email address (by | ||
using variations of the same address with a different case). This means some addresses in | ||
your identity server's database might not have been stored in a format that allows for | ||
case-insensitive processing, or might have duplicate associations. | ||
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To correct this, Sydent 2.4.0 introduces a [script](https://github.com/matrix-org/sydent/blob/main/scripts/casefold_db.py) | ||
that inspects an identity server's database and fixes it to be compatible with this change: | ||
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``` | ||
Usage: /path/to/sydent/scripts/casefold_db.py --config_path=/path/to/sydent.conf [--no-email] [--dry-run] | ||
Arguments: | ||
* --config_path: path to Sydent's sydent.conf config file | ||
* --no-email: don't send out emails when deleting associations due to duplicates | ||
* --dry-run: don't update database rows and don't send out emails | ||
``` | ||
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If the script finds a duplicate (i.e. an email address with multiple associations), it | ||
keeps the most recent association and deletes the others. If one or more of the Matrix | ||
user IDs that are being dissociated don't match the one being kept, the script also sends an | ||
email to the address to inform the user of the dissocation. | ||
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The default template for this email can be found [here](https://github.com/matrix-org/sydent/blob/main/res/matrix-org/migration_template.eml.j2) | ||
and can be overriden by configuring a custom template directory (by changing the | ||
`templates.path` configuration setting). The custom template must be named `migration_template.eml.j2` | ||
(or `migration_template.eml` if not using Jinja 2 syntax), and will be given the Matrix | ||
user ID being dissociated at render through the variable `mxid`. |