Knowledgebase

Matrix is an open-source protocol for decentralized communication, and Element is one of the most popular Matrix clients. By setting up your own Matrix server, you can create a secure and private messaging platform for personal or organizational use. This guide walks you through setting up a Matrix server (using Synapse, the reference server for Matrix) and configuring Element as a client for a seamless communication experience.

Why Set Up Your Own Matrix Server?

1. Privacy and Security: Control your own data and ensure secure communication.
2. Decentralized Network: Interact with users from other Matrix servers while keeping full control over your own server.
3. Customizable: Tailor the server to your specific needs, including integrations and features.
4. End-to-End Encryption: Matrix supports end-to-end encryption by default for private chats, ensuring your conversations are secure.

Prerequisites

Before you begin, make sure you have the following:

1. Domain Name: A domain or subdomain (e.g., chat.example.com).
2. VPS or Dedicated Server:
   • CPU: 2 cores or more.
   • RAM: 4 GB minimum.
   • Storage: 20 GB SSD (expandable as needed).
   • Bandwidth: At least 1 TB/month.
3. Operating System: Ubuntu 20.04 or later.
4. Email Service: SMTP configuration for user verification and notifications.
5. Basic Linux Knowledge: Familiarity with the command line and server management.

Step 1: Set Up Your Server

1. Update Your Server

Start by updating the system:

2. Install Dependencies

Ensure the required packages are installed:

Step 2: Install Synapse (Matrix Server)

1. Add the Synapse Repository

Add the official Matrix Synapse repository:

2. Install Synapse

Update your apt package index and install Synapse:

3. Configure Synapse

Start the initial configuration of your Matrix server:

You’ll be asked for the following:

• Server name: Enter your domain (e.g., chat.example.com).
• Enable registration: Choose whether to allow user registration.
• Email server: Set up your email provider for user registration and notifications.

4. Configure SSL for Secure Connections

Matrix requires SSL to operate securely. You can use Let's Encrypt for a free SSL certificate:

Run the following command to obtain and install the SSL certificate:

Step 3: Set Up the Element Client

1. Install Element on Your Device

Element is available as a desktop app, web app, and mobile app. To install the desktop version:

• For Linux: Download the .deb or .AppImage file from the Element website and install it.
• For Windows/Mac: Download the installer from the website and follow the prompts.

Alternatively, you can use Element in your web browser by visiting the official Element Web.

2. Connect Element to Your Server

Once installed, open Element and click on “Configure Server.” Enter the following details:

• Server URL: Enter the domain of your Matrix server (e.g., chat.example.com).
• Username/Password: Log in with the credentials you created during the Synapse setup.

Step 4: Configure Matrix for Security

1. Enable End-to-End Encryption

By default, Synapse supports end-to-end encryption for one-on-one and group chats. You can ensure that encryption is enabled by default in the Synapse configuration file (/etc/matrix-synapse/homeserver.yaml).

Find the enable_encryption setting and set it to true:

2. Set Up Two-Factor Authentication (2FA)

To increase security, enable two-factor authentication for your users. You can configure 2FA in the Synapse admin settings. Refer to the Synapse documentation for specific instructions on setting up 2FA.

3. Configure Federation (Optional)

Matrix allows federated communication between different servers. If you want your server to communicate with others in the Matrix ecosystem, make sure federation is enabled. This is done by setting the following in homeserver.yaml:

Step 5: Maintain and Monitor the Server

1. Monitor Server Health

Use tools like Monit or Grafana to monitor the health of your Synapse server. You can also check the server logs for errors:

2. Regular Backups

Regular backups of your Synapse data are crucial. To back up your server data (e.g., homeserver database), use Rclone and Cron to automate backups to a cloud storage provider as described in this guide.

3. Keep Software Updated

Ensure your Matrix server is always up-to-date to mitigate security vulnerabilities. Regularly update Synapse and its dependencies:

Step 6: Optional Features

1. Add Integrations

Matrix supports a wide range of integrations, including bots, bridges, and more. You can integrate services like:

• Slack/IRC bridges for communicating with other platforms.
• File storage integrations for sharing large files.
• Custom Bots for automation and community management.

Refer to the Matrix documentation for detailed integration guides.

Conclusion

By following these steps, you can set up a secure, private messaging server with Matrix and Element. This solution gives you full control over your communication platform, enabling secure, decentralized messaging that can be customized to suit your needs. Whether you're setting it up for personal use or as part of an organization, Matrix provides a scalable, reliable, and secure messaging environment.