Adds information about the new vocabulary format on the release notes.

[arvados.git] / doc / admin / user-management.html.textile.liquid

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layout: default
navsection: admin
title: User management
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Copyright (C) The Arvados Authors. All rights reserved.

SPDX-License-Identifier: CC-BY-SA-3.0
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{% comment %}
TODO: Link to relevant workbench documentation when it gets written
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This page describes how user accounts are created, set up and activated.

h2. Authentication

"Browser login and management of API tokens is described here.":{{site.baseurl}}/api/tokens.html

After completing the log in and authentication process, the API server receives a user record from the upstream identity provider (Google, LDAP, etc) consisting of the user's name, primary email address, alternate email addresses, and optional unique provider identifier (@identity_url@).

If a provider identifier is given, the API server searches for a matching user record.

If a provider identifier is not given, no match is found, it next searches by primary email and then alternate email address.  This enables "provider migration":migrating-providers.html and a "pre-activated accounts.":#pre-activated

If no user account is found, a new user account is created with the information from the identity provider.

If a user account has been "linked":{{site.baseurl}}/user/topics/link-accounts.html or "migrated":merge-remote-account.html the API server may follow internal redirects (@redirect_to_user_uuid@) to select the linked or migrated user account.

h3. Federated Authentication

A federated user follows a slightly different flow.  The client presents a token issued by the remote cluster.  The local API server contacts the remote cluster to verify the user's identity.  This results in a user object (representing the remote user) being created on the local cluster.  If the user cannot be verified, the token will be rejected.  If the user is inactive on the remote cluster, a user record will be created, but it will also be inactive.

h2. User activation

This section describes the different user account states.

!(side){{site.baseurl}}/images/user-account-states.svg!

notextile. <div class="spaced-out">

# A new user record is not set up, and not active.  An inactive user cannot create or update any object, but can read Arvados objects that the user account has permission to read (such as publicly available items readable by the "anonymous" user).
# Using Workbench or the "command line":{{site.baseurl}}/install/cheat_sheet.html , the admin invokes @setup@ on the user.  The setup method adds the user to the "All users" group.
- If "Users.AutoSetupNewUsers":config.html is true, this happens automatically during user creation, so in that case new users start at step (3).
- If "Users.AutoSetupNewUsersWithRepository":config.html is true, a new git repo is created for the user.
- If "Users.AutoSetupNewUsersWithVmUUID":config.html is set, the user is given login permission to the specified shell node
# User is set up, but still not yet active.  The browser presents "user agreements":#user_agreements (if any) and then invokes the user @activate@ method on the user's behalf.
# The user @activate@ method checks that all "user agreements":#user_agreements are signed.  If so, or there are no user agreements, the user is activated.
# The user is active.  User has normal access to the system.
# From steps (1) and (3), an admin user can directly update the @is_active@ flag.  This bypasses enforcement that user agreements are signed.
If the user was not yet set up (still in step (1)), it adds the user to the "All users", but bypasses creating default git repository and assigning default VM access.
# An existing user can have their access revoked using @unsetup@ and "ownership reassigned":reassign-ownership.html .
Unsetup removes the user from the "All users" group and makes them inactive, preventing them from re-activating themselves.
"Ownership reassignment":reassign-ownership.html moves any objects or permission from the old user to a new user and deletes any credentials for the old user.

notextile. </div>

User management can be performed through the web using Workbench or the command line.  See "user management at the CLI":{{site.baseurl}}/install/cheat_sheet.html for specific examples.

h2(#user_agreements). User agreements and self-activation

The @activate@ method of the users controller checks if the user account is part of the "All Users" group and whether the user has "signed" all the user agreements.

User agreements are accessed through the "user_agreements API":{{site.baseurl}}/api/methods/user_agreements.html .  This returns a list of collection records.

The user agreements that users are required to sign should be added to the @links@ table this way:

<pre>
$ arv link create --link '{
  "link_class": "signature",
  "name": "require",
  "tail_uuid": "*system user uuid*",
  "head_uuid: "*collection uuid*"
}'
</pre>

The collection should contain a single HTML file with the user agreement text.

Workbench displays the clickthrough agreements which the user can "sign".

The @user_agreements/sign@ endpoint creates a Link object:

<pre>
{
  "link_class": "signature"
  "name": "click",
  "tail_uuid": "*user uuid*",
  "head_uuid: "*collection uuid*"
}
</pre>

The @user_agreements/signatures@ endpoint returns the list of Link objects that represent signatures by the current user (created by @sign@).

h2. User profile

The fields making up the user profile are described in @Workbench.UserProfileFormFields@ .  See "Configuration reference":config.html .

The user profile is checked by workbench after checking if user agreements need to be signed.  The values entered are stored in the @properties@ field on the user object.  Unlike user agreements, the requirement to fill out the user profile is not enforced by the API server.

h2. User visibility

Initially, a user is not part of any groups and will not be able to interact with other users on the system.  The admin should determine who the user is permited to interact with and use Workbench or the "command line":group-management.html#add to create and add the user to the appropriate group(s).

h2(#pre-activated). Pre-setup user by email address

You may create a user account for a user that has not yet logged in, and identify the user by email address.

1. As an admin, create a user object:

<pre>
$ arv --format=uuid user create --user '{"email": "foo@example.com", "username": "foo"}'
clsr1-tpzed-1234567890abcdf
$ arv user setup --uuid clsr1-tpzed-1234567890abcdf
</pre>

2. When the user logs in the first time, the email address will be recognized and the user will be associated with the existing user object.

h2. Pre-activate federated user

1. As admin, create a user object with the @uuid@ of the federated user (this is the user's uuid on their home cluster, called @clsr2@ in this example):

<pre>
$ arv user create --user '{"uuid": "clsr2-tpzed-1234567890abcdf", "email": "foo@example.com", "username": "foo", "is_active": true}'
</pre>

2. When the user logs in, they will be associated with the existing user object.

h2. Auto-setup federated users from trusted clusters

By setting @ActivateUsers: true@ for each federated cluster in @RemoteClusters@, a federated user from one of the listed clusters will be automatically set up and activated on this cluster.  See configuration example in "Federated instance":#federated .

h2. Activation flows

h3. Private instance

Policy: users must be manually set up by the admin.

Here is the configuration for this policy.  This is also the default if not provided.
(However, be aware that developer/demo builds such as "arvbox":{{site.baseurl}}/install/arvbox.html are configured with the "Open instance" policy described below.)

<pre>
Users:
  AutoSetupNewUsers: false
</pre>

# User is created.  Not set up.  @is_active@ is false.
# Workbench checks @is_invited@ and finds it is false.  User gets "inactive user" page.
# Admin goes to user page and clicks "setup user" or sets @is_active@ to true.
# On refreshing workbench, the user is able to self-activate after signing clickthrough agreements (if any).
# Alternately, directly setting @is_active@ to true also sets up the user, but skips clickthrough agreements (because the user is already active).

h3(#federated). Federated instance

Policy: users from other clusters in the federation are activated, users from outside the federation must be manually approved.

Here is the configuration for this policy and an example remote cluster @clsr2@.

<pre>
Users:
  AutoSetupNewUsers: false
RemoteClusters:
  clsr2:
    ActivateUsers: true
</pre>

# Federated user arrives claiming to be from cluster 'clsr2'
# API server authenticates user as being from cluster 'clsr2'
# Because 'clsr2' has @ActivateUsers@ the user is set up and activated.
# User can immediately start using Workbench.

h3. Open instance

Policy: anybody who shows up and signs the agreements is activated.

<pre>
Users:
  AutoSetupNewUsers: true
</pre>

"Set up user agreements":#user_agreements by creating "signature" "require" links as described earlier.

# User is created and auto-setup.  At this point, @is_active@ is false, but user has been added to "All users" group.
# Workbench checks @is_invited@ and finds it is true, because the user is a member of "All users" group.
# Workbench presents user with list of user agreements, user reads and clicks "sign" for each one.
# Workbench tries to activate user.
# User is activated.