SINGLE CELL PORTAL README

SETUP

This application is built and deployed using Docker, specifically native Docker for Mac OSX. Please refer to their online documentation for instructions on installing Docker.

BUILDING THE DOCKER IMAGE

Once all source files are checked out and Docker has been installed and your VM configured, open a terminal window and execute the following steps:

1. Navigate to the project directory
2. Build the Single Cell Portal image: docker build -t single_cell_docker -f Dockerfile .

This will start the automated process of building the Docker image for running the portal. The image is built off of the Passenger-docker baseimage and comes with Ruby, Nginx, and Passenger by default, with additional packages added to the Broad Institute KDUX Rails baseimage which pulls from the original baseimage. The extended image contains ImageMagick, and self-signed SSL certificats & CA Authority for doing local development in https.

If this is your first time building the image, it may take several minutes to download and install everything.

BEFORE RUNNING THE CONTAINER

Since this project utilizes native Docker for Mac OSX, any resources on the host machine cannot be reached by the running container (specifically, any database resources). Therefore, we will need to deploy a database container using Docker as well. This project uses MongoDB as the primary datastore.

First, create a directory somewhere on your computer in which to store the raw database content (it doesn't matter where as long as it has rw permissions, but preferably it would be inside your home directory).

To deploy the database container:

1. Pull the image: docker pull mongo
2. Navigate to the project directory
3. Run the helper script to start the DB container: bin/boot_mongo -d (path to data store directory)

Note: Once the container has been run once, you can stop & restart it using: docker stop mongodb or docker restart mongodb

EXTERNAL DEPENDENCIES AND INTEGRATIONS

The Single Cell Portal has several external dependencies & integrations that are either required for operation, or enable extra security/reporting features when certain variables are set. If you are deploying your own instance of the Single Cell Portal, you will need to create resources and accounts in order for the portal to function. They are as follows:

Google Cloud Platform (REQUIRED)

The Single Cell Portal is currently deployed in Google Cloud Platform (specifically, on a Google Compute Engine virtual machine). This is a requirement for all functionality. The portal utilizes GCP service accounts for making authenticated calls to various APIs as a part of normal usage. For more information on how to configure your GCP project, please see Local Development or Deploying a Private Instance below.

FireCloud (REQUIRED)

The Single Cell Portal uses FireCloud, which is the Broad Institute's cloud-based analysis platform. The portal uses FireCloud both as a data and permission store, as well as an analysis platform. For more information on the integration itself, see FireCloud Integration below, or for setting up your own FireCloud project, see Local Development or Deploying a Private Instance below.

Sentry

The Single Cell Portal is set up to integrate with Sentry, an external error reporting service. This is not required for the portal to function (this feature is opt-in and only functions when certain parameters are set at runtime). Developers deploying their own instance will need to register for an account with Sentry, and then set the SENTRY_DSN environment variable when deploying your instance (see Running the Container and DOCKER RUN COMMAND ENVIRONMENT VARIABLES for more detail).

TCell Web Application Firewall

The Single Cell Portal employs the TCell web application firewall as part of its security configuration. This is not required for the portal to function (this feature is opt-in and only functions when certain parameters are set at runtime). Developers deploying their own instance will need to register for an account with TCell, and then set the TCELL_AGENT_APP_ID and TCELL_AGENT_API_KEY environment variables when deploying your instance (see Running the Container and DOCKER RUN COMMAND ENVIRONMENT VARIABLES for more detail).

Google Analytics

The Single Cell Portal is configured to report web traffic to Google Analytics. You will first need to set up an account on Google Analytics, and then to enable simply set the GA_TRACKING_ID environment variable when deploying (see Running the Container and DOCKER RUN COMMAND ENVIRONMENT VARIABLES for more detail).

LOCAL DEVELOPMENT OR DEPLOYING A PRIVATE INSTANCE

If you are not part of the Single Cell Portal development team and are trying to use the portal locally or deploying a private instance of the Single Cell Portal (i.e. not any Broad Institute instance), there are a few extra steps that need to be taken before the portal is configured and ready to use:

• Create a GCP project: Even if you are deploying locally or in a private cluster, the portal requires a Google Cloud Plaform project in order to handle OAuth callbacks and service account credentials. To create your project:

  • Visit https://console.developers.google.com
  • Click 'Select a project' in the top lefthand corner and click the + button
  • Name your new project and save

• OAuth Credentials: Once your project is created, you will need to create an OAuth Client ID in order to allow users to log in with their Google accounts. To do so:

  • Log into your new GCP project
  • Click the navigation menu in the top left and select 'APIs & Services' > 'Credentials'
  • Click 'Create Credentials' > 'OAuth Client ID'
  • Select 'Web Application', and provide a name
  • For 'Authorized Javascript Origins', enter the following:
    • https://(your hostname)/single_cell
  • For 'Authorized redirect URIs', enter the following:
    • https://(your hostname)/single_cell/users/auth/google_oauth2/callback
    • https://(your hostname)/single_cell/api/swagger_docs/oauth2
  • Save the client id
  • You will also want to create a second OAuth Client ID to use in local development, using localhost as the hostname

• Whitelisting your OAuth Audience

  • Once you have exported your OAuth credentials, you will need to have your client id whitelisted to allow it to make authenticated requests into the FireCloud API as per OpenID Connect 1.0
    • Send an email to dsp-devops@broadinstitute.org with your OAuth2 client ID(s) so it can be added to the whitelist

• GCP Service Account keys: Regardless of where the portal is deployed, it requires a Google Cloud Platform Service Account in order to make authenticated calls into FireCloud and Google Cloud Storage. Therefore, you must export the default service account key. See https://developers.google.com/identity/protocols/OAuth2ServiceAccount for more information about service accounts. To export the credentials:

  • Log into your new GCP project
  • Click the navigation menu in the top left and select 'IAM & Admin ' > 'Service Accounts'
  • On entry 'Compute Engine default service account', click the 'Options' menu (far right) and select 'Create key'
  • Select 'JSON' and export and save the key locally
  • Additionally, a 'read-only' service account is now used for streaming GCS assets to the client in some instances, so create a second service account and set the role to 'Storage Object Viewer' (see READ-ONLY SERVICE ACCOUNT at the bottom for a more detailed explanation on the role of this service account)
  • Save this additional account locally next to the main service account.

• Enable GCP APIs: The following Google Cloud Platform APIs must be enabled:

  • Google Compute Engine API
  • Google Cloud APIs
  • Google Cloud Billing API
  • Google Cloud Storage JSON API
  • Google+ API

• Registering your Service Account as a FireCloud user: Once you have configured and booted your instance of the portal, you will need to register your service account as a FireCloud user in order to create a billing project and create studies.
  To do so:

  • Launch an instance of your portal (see RUNNING THE CONTAINER below)
  • Create an admin user account (see ADMIN USER ACCOUNTS below)
  • Log in with the admin account, and select 'Admin Configurations' from the profile menu (top righthand corner)
  • At the bottom of the page, in the 'Other Tasks' dropdown, select 'Manage Main Service Account FireCloud Registration' and click 'Execute Task'
  • Fill out all form fields and submit
  • This must be done for both the 'main' and 'read-only' service accounts

• Creating a FireCloud Project: Once your OAuth audience has been whitelisted, and before you can create studies, you will need to create a FireCloud project that will own all the workspaces created in the portal. To do this:

  • Create a Google Billing Project.
  • Using the same Google account that owns the billing project, log into the portal and select 'My Billing Projects' from the profile menu.
  • Click 'New Billing Project' at the bottom of the page
    • Select your newly-created billing account
    • Provide a name for your project (no spaces allowed)
    • Click 'Create Billing Project'

• IMPORTANT: Reboot your instance

  • Once you have created your FireCloud billing project, you will need to restart your instance and pass the name of your FireCloud project into bin/boot_docker with -N

RUNNING THE CONTAINER

Once the image has successfully built, all registration/configuration steps have been completed, use the following command to start the container:

bin/boot_docker -u (sendgrid username) -P (sendgrid password) -k (service account key path) -K (read-only service account key path) -o (oauth client id) -S (oauth client secret) -N (portal namespace)

This sets up several environment variables in your shell and then runs the following command:

docker run --rm -it --name $CONTAINER_NAME -p 80:80 -p 443:443 -p 587:587 --link mongodb:mongodb -h localhost -v $PROJECT_DIR:/home/app/webapp:rw -e PASSENGER_APP_ENV=$PASSENGER_APP_ENV -e MONGO_LOCALHOST=$MONGO_LOCALHOST -e SENDGRID_USERNAME=$SENDGRID_USERNAME -e SENDGRID_PASSWORD=$SENDGRID_PASSWORD -e SECRET_KEY_BASE=$SECRET_KEY_BASE -e PORTAL_NAMESPACE=$PORTAL_NAMESPACE -e SERVICE_ACCOUNT_KEY=$SERVICE_ACCOUNT_KEY -e OAUTH_CLIENT_ID=$OAUTH_CLIENT_ID -e OAUTH_CLIENT_SECRET=$OAUTH_CLIENT_SECRET -e SENTRY_DSN=$SENTRY_DSN -e GA_TRACKING_ID=$GA_TRACKING_ID -e TCELL_AGENT_APP_ID=$TCELL_AGENT_APP_ID -e TCELL_AGENT_API_KEY=$TCELL_AGENT_API_KEY single_cell_docker

The container will then start running, and will execute its local startup scripts that will configure the application automatically.

You can also run the bin/boot_docker script in help mode by passing -H to print the help text which will show you how to pass specific values to the above env variables. Note: running the shortcut script with an environment of 'production' will cause the container to spawn headlessly by passing the -d flag, rather than --rm -it.

BROAD INSTITUTE CONFIGURATION

Broad Institute project members can load all project secrets from Vault and boot the portal directly by using the bin/load_env_secrets.sh script, thereby skipping all of the configuration/registration steps in DEPLOYING A PRIVATE INSTANCE

bin/load_env_secrets.sh -p (path/to/service/account.json) -s (path/to/portal/config) -r (path/to/readonly/service/account.json) -e (environment)

This script takes four parameters:

1. VAULT_SECRET_PATH (passed with -p): Path to portal configuration JSON inside Vault.
2. SERVICE_ACCOUNT_PATH (passed with -c): Path to GCP main service account configuration JSON inside Vault.
3. READ_ONLY_SERVICE_ACCOUNT_PATH (passed with -c): Path to GCP read-only service account configuration JSON inside Vault.
4. PASSENGER_APP_ENV (passed with -e; optional): Environment to boot portal in. Defaults to 'development'.

The script requires two command line utilities: vault and jq. Please refer to their respective sites for installation instructions.

DOCKER RUN COMMAND ENVIRONMENT VARIABLES

There are several variables that need to be passed to the Docker container in order to run properly:

1. CONTAINER_NAME (passed with --name): This names your container to whatever you want. This is useful when linking containers.
2. PROJECT_DIR (passed with -v): This mounts your local working directory inside the Docker container. Makes doing local development via hot deployment possible.
3. PASSENGER_APP_ENV (passed with -e): The Rails environment you wish to load. Can be either development, test, or production (default is development).
4. MONGO_LOCALHOST (passed with -e): Name of the container running MongoDB. Even though our two containers are linked, this needs to be set to allow Rails to communicate with the database.
5. SENDGRID_USERNAME (passed with -e): The username associated with a Sendgrid account (for sending emails).
6. SENDGRID_PASSWORD (passed with -e): The password associated with a Sendgrid account (for sending emails).
7. SECRET_KEY_BASE (passed with -e): Sets the Rails SECRET_KEY_BASE environment variable, used mostly by Devise in authentication for cookies.
8. SERVICE_ACCOUNT_KEY (passed with -e): Sets the SERVICE_ACCOUNT_KEY environment variable, used for making authenticated API calls to FireCloud & GCP.
9. READ_ONLY_SERVICE_ACCOUNT_KEY (passed with -e): Sets the READ_ONLY_SERVICE_ACCOUNT_KEY environment variable, used for making authenticated API calls to GCP for streaming assets to the browser.
10. OAUTH_CLIENT_ID (passed with -e): Sets the OAUTH_CLIENT_ID environment variable, used for Google OAuth2 integration.
11. OAUTH_CLIENT_SECRET (passed with -e): Sets the OAUTH_CLIENT_SECRET environment variable, used for Google OAuth2
12. SENTRY_DSN (passed with -e): Sets the SENTRY_DSN environment variable, for error reporting to Sentry integration.
13. GA_TRACKING_ID (passed with -e): Sets the GA_TRACKING_ID environment variable for tracking usage via Google Analytics if you have created an app ID.
14. TCELL_AGENT_APP_ID (passed with -e): Sets the TCELL_AGENT_APP_ID environment variable to enable the TCell web application firewall (if enabled)
15. TCELL_AGENT_API_KEY (passed with -e): Sets the TCELL_AGENT_API_KEY environment variable to enable the TCell web application firewall (if enabled)
16. PROD_DATABASE_PASSWORD (passed with -e, for production deployments only): Sets the prod database password for accessing the production database instance. Only needed when deploying the portal in production mode. See config/mongoid.yml for more configuration information regarding the production database.

RUN COMMAND IN DETAIL

The run command explained in its entirety:

• --rm: This tells Docker to automatically clean up the container after exiting.
• -it: Leaves an interactive shell running in the foreground where the output of Nginx can be seen.
• --name CONTAINER_NAME: This names your container to whatever you want. This is useful when linking other Docker containers to the portal container, or when connecting to a running container to check logs or environment variables.
  The default is single_cell.
• -p 80:80 -p 443:443 -p 587:587: Maps ports 80 (HTTP), 443 (HTTPS), and 587 (smtp) on the host machine to the corresponding ports inside the Docker container.
• --link mongodb:mongodb: Connects our webapp container to the mongodb container, creating a virtual hostname inside the single_cell_docker container called mongodb.
• -v [PROJECT_DIR]/:/home/app/webapp: This mounts your local working directory inside the running Docker container in the correct location for the portal to run. This accomplishes two things:
  • Enables hot deployment for local development
  • Persists all project data past destruction of Docker container (since we're running with --rm), but not system-level log or tmp files.
• -e PASSENGER_APP_ENV=[RAILS_ENV]: The Rails environment. Will default to development, so if you're doing a production deployment, set this accordingly.
• -e MONGO_LOCALHOST= [MONGO_LOCALHOST]: Name of the container running MongoDB. Even though our two containers are linked, this needs to be set to allow Rails to communicate with the database.
• -e SENDGRID_USERNAME=[SENDGRID_USERNAME] -e SENDGRID_PASSWORD=[SENDGRID_PASSWORD]: The credentials for Sendgrid to send emails. Alternatively, you could decide to not use Sendgrid and configure the application to use a different SMTP server (would be done inside your environment's config file).
• -e SECRET_KEY_BASE=[SECRET_KEY_BASE]: Setting the SECRET_KEY_BASE variable is necessary for creating secure cookies for authentication. This variable automatically resets every time we restart the container.
• -e SERVICE_ACCOUNT_KEY=[SERVICE_ACCOUNT_KEY]: Setting the SERVICE_ACCOUNT_KEY variable is necessary for making authenticated API calls to FireCloud and GCP. This should be a file path relative to the app root that points to the JSON service account key file you exported from GCP.
• -e READ_ONLY_SERVICE_ACCOUNT_KEY=[READ_ONLY_SERVICE_ACCOUNT_KEY]: Setting the READ_ONLY_SERVICE_ACCOUNT_KEY variable is necessary for making authenticated API calls to GCP. This should be a file path relative to the app root that points to the JSON read-only service account key file you exported from GCP.
• -e OAUTH_CLIENT_ID=[OAUTH_CLIENT_ID] -e OAUTH_CLIENT_SECRET=[OAUTH_CLIENT_SECRET]: Setting the OAUTH_CLIENT_ID and OAUTH_CLIENT_SECRET variables are necessary for allowing Google user authentication. For instructions on creating OAuth 2.0 Client IDs, refer to the Google OAuth 2.0 documentation.
• -e SENTRY_DSN=[SENTRY_DSN]: Sets the SENTRY_DSN environment variable for error reporting to Sentry
• -e TCELL_AGENT_APP_ID=[TCELL_AGENT_APP_ID]: Sets the TCELL_AGENT_APP_ID environment variable to enable the TCell web application firewall (if enabled)
• -e TCELL_AGENT_API_KEY=[TCELL_AGENT_API_KEY]: Sets the TCELL_AGENT_API_KEY environment variable to enable the TCell web application firewall (if enabled)
• -e GA_TRACKING_ID=[GA_TRACKING_ID]: Sets the GA_TRACKING_ID environment variable for tracking usage via Google Analytics
• single_cell_docker: This is the name of the image we created earlier. If you chose a different name, please use that here.

ADMIN USER ACCOUNTS

The Single Cell Portal has the concept of a 'super-admin' user account, which will allow portal admins to view & edit any studies in the portal for QA purposes, as well as receive certain admin-related emails. This can only be enabled manually through the console.

To create an admin user account:

• Start the portal locally (or ssh into production VM)
• Create a user account normally by logging in through the UI
• Connect to the running portal container: docker exec -it single_cell bash
• Enter the Rails console: rails console
• Query for the desired user account: user = User.find_by(email: '<email address here>')
• Set the admin flag to true: user.update(admin: true)

TESTS

UI REGRESSION SUITE

TEST SETUP

All user interface tests are handle through Selenium Webdriver and Chromedriver and are run against a regular instance of the portal, usually in development mode. The test suite is run from the test/ui_test_suite.rb script.

Due to the nature of Docker, the tests cannot be run from inside the container as the Docker container cannot connect back to Chromedriver and the display from inside the VM. As a result, the UI test suite has no knowledge of the Rails environment or application stack. Therefore, you will need to have a minimal portal environment enabled outside of Docker. The minumum requirements are as follows:

• Ruby 2.5.1, preferably mangaged through RVM or rbenv
• Gems: rubygems, test-unit, selenium-webdriver (see Gemfile.lock for version requirements)
• Google Chrome along with 2 Google accounts, one of which needs to be a portal admin account (see ADMIN USER ACCOUNTS above)
• Chromedriver
• FireCloud accounts for both Google accounts (see FIRECLOUD INTEGRATION below)

RUNNING UI TESTS

To begin the test suite, launch an instance of the portal in development mode and run the following command in another shell in the portal root directory:

ruby test/ui_test_suite.rb -- -e=(email account #1) -s=(email account #2) -p='(email account #1 password)' -P='(email account #2 password)'

Passwords are required as all portal accounts are actual Google accounts, so we pass in passwords at runtime to allow the script to authenticate as the specified user. Passwords are only stored temporarily in-memory and are not persisted to disk at any point (other than your shell history, which you can clear with history -c if you so desire.)

Paths to the chromedriver binary and your profile download directory can also be configured with the -c and -d flags, respectively.

In addition to the above configuration options, it is possible to run the UI test suite against a deployed instance of the portal by passing in the base portal URL via the -u flag. Note that all of the above user requirements must be met for whatever instance you test.

There are 3 main groups of tests: admin (study creation & editing), front-end (study data searching & visualization), and cleanup (removing studies created during testing). You can run groups discretely by passing -n /pattern/ to the test suite as follows:

To run all admin tests:

ruby test/ui_test_suite.rb -n /admin/ -- (rest of test parameters)

To run all front-end tests:

ruby test/ui_test_suite.rb -n /front-end/ -- (rest of test parameters)

This can also be used to run smaller groups by refining the regular expression to match only certain names of tests. For example, to run all front-end tests that deal with file downloads:

ruby test/ui_test_suite.rb -n /front-end.*download/ -- (rest of test parameters)

You can also run a single test by passing the entire test name as the name parameter:

ruby test/ui_test_suite.rb -n 'test: admin: create a study' -- (rest of test parameters)

Similarly, you can pass --ignore-name /pattern/ to run all tests that do not match the given pattern:

ruby test/ui_test_suite.rb --ignore-name /billing-accounts/ -- (rest of test parameters)

More information on usage & test configuration can be found in the comments at the top of the test suite.

UNIT & INTEGRATION TESTS

There is a smaller unit & integration test framework for the Single Cell Portal that is run using the built-in test Rails harness, which uses Test::Unit and minitest-rails. These unit & integration tests only cover specific functionality that requires integration with portal models and methods, and therefore cannot be run from the UI test suite.

These tests are run automatically after setting up the application and seeding the test database. This is handled via a shell script bin/run_unit_tests.sh that will precompile any needed assets (for performance), seed the test database, run the tests, and then destroy all created records to clean up after running.

To run the unit & integration test suite, the boot_docker script can be used:

bin/boot_docker -e test -k (service account key path) -K (read-only service account path)

This will boot a new instance of the portal in test mode and run all associated tests, not including the UI test suite.

It is also possible to run individual tests suites by passing the following parameters to boot_docker. To run all tests in a single suite:

bin/boot_docker -e test -k (service account key path) -K (read-only service account path) -t (relative/path/to/tests.rb)

For instance, to run the FireCloudClient integration test suite:

bin/boot_docker -e test -t test/integration/fire_cloud_client_test.rb (... rest of parameters)

You can also only run a subset of matching tests by passing -R /regexp/. The following example would run all tests with the word 'workspace' in their test name:

bin/boot_docker -e test -t test/integration/fire_cloud_client_test.rb -R /workspace/ (... rest of parameters)

It is also possible to pass a fully-qualified single-quoted name to run only a single test. The following example would run only the test called 'test_workspaces' in test/integration/fire_cloud_client_test.rb

bin/boot_docker -e test -t test/integration/fire_cloud_client_test.rb -R 'test_workspaces' (... rest of parameters)

GOOGLE DEPLOYMENT

PRODUCTION

The official production Single Cell Portal is deployed in Google Cloud Platform. The project name is broad-singlecellportal. Only Broad Institute Single Cell Portal team members have access to this instance. If you are a collaborator and require access, please email single_cell_portal@broadinstitute.org.

To access the production instance for maintenance purposes:

• Go to the broad-singlecellportal GCP page

• Select "Compute Engine" from the top-left nav dropdown

• At the bottom of the page is the entry for the production VM (called singlecell-production)

• Click the SSH button under the Connect heading (this will launch an SSH tunnel in a browser window)

• Once connected, switch to root via sudo -i.

• Change directory to where the portal is running: cd /home/docker-user/single_cell_portal

• Switch to the Docker user: sudo -u docker-user -Hs

• Get latest source code from GitHub: git pull origin master

• Exit Docker user to return to root: exit

• Ensure no uploads or parses are occuring: tail -n 1000 log/production.log

• Put the portal in maintenance mode: bin/enable_maintenance.sh on

• Stop the portal: docker stop single_cell

• Remove the container instance: docker rm single_cell

• Launch a new instance of the portal with the updated container:

  bin/boot_docker -u (sendgrid username) -P (sendgrid password) -e production -p (prod database password) -h (production hostname) -k (service account key path) -K (read-only service account key path) -o (oauth client id) -S (oauth client secret)`

• View Docker logs: docker logs -f single_cell

• Once Nginx is running again (i.e. you see "Passenger core online" in Docker logs), take off maintanence mode via bin/enable_maintenance.sh off

• Check https://portals.broadinstitute.org/single_cell to verify that deployment succeeded

If you are deploying your own production instance in a different project, the following VM/OS configurations are recommended:

• VM: n1-highmem-4 (4 vCPUs, 26 GB memory)
• OS: Ubuntu 15.10 (Wily) or later
• Disks: Two standard persistent disks, one for the portal/database, and a second for upload tmp space mounted at [/path/to/portal/root]/data

For more information on formatting and mounting additional persistent disks to a GCP VM, please read the GCP Documentation.

PRODUCTION DOCKER COMMANDS

• To bounce the portal: docker restart single_cell
• To stop the portal: docker stop single_cell
• To remove the portal container: docker rm single_cell
• To connect to the running portal container: docker exec -it single_cell bash

If you have pulled changes from source that require re-building the container, you will need to follow the checklist above in the PRODUCTION section.

You will need to rebuild the docker image if you do any of the following:

• Edit the Dockerfile
• Edit any scripts or configuration files listed in the Dockerfile:
  • Gemfile (including Gemfile.lock if versions have changed)
  • set_user_permissions.bash
  • rails_startup.bash
  • generate_dh_parameters.bash
  • nginx.conf
  • webapp.conf

When you launch a new instance of the portal, you should get a response that is looks like a long hexadecimal string - this is the instance ID of the new container. Once the container is running, you can connect to it with the docker exec command and perform various Rails-specific actions, like:

• Re-index the database: bin/rake RAILS_ENV=production db:mongoid:create_indexes
• Launch the Rails console (to inspect database records, for instance): bin/rails console -e production

STAGING

There is also a staging instance of the Single Cell Portal used for testing new functionality in a production-like setting. This is running inside the same project on the singlecell-staging VM. The staging instance URL is https://single-cell-staging.broadinstitute.org/single_cell

The run command for staging is identical to that of production, with the exception of passing -e staging as the environment, and any differing values for hostnames/client secrets/passwords as needed.

Note: This instance is usually turned off to save on compute costs, so there is no expectation that it is up at any given time

FIRECLOUD INTEGRATION

The Single Cell Portal stores uploaded study data files in FireCloud workspaces, which in turn store data in GCP buckets. This is all managed through a GCP service account which in turn owns all portal workspaces and manages them on behalf of portal users. All portal-related workspaces are within the single-cell-portal namespace (or what the PORTAL_NAMESPACE environment variable is set to), which should be noted is a separate project from the one the portal itself operates out of.

When a study is created through the portal, a call is made to the FireCloud API to provision a workspace and set the ACL to allow owner access to the user who created the study, and read/write access to any designated shares. Every FireCloud workspace comes with a GCP storage bucket, which is where all uploaded files are deposited. No ACLs are set on individual files as all permissions are inherited from the workspace itself. Files are first uploaded temporarily locally to the portal (so that they can be parsed if needed) and then sent to the workspace bucket in the background after uploading and parsing have completed.

If a user has not signed up for a FireCloud account, they will receive and invitation email from FireCloud asking them to complete their registration. While they will be able to interact with their study/data through the portal without completing their registration, they will not be able to load their FireCloud workspace or access the associated GCP bucket until they have done so.

Deleting a study will also delete the associated workspace, unless the user specifies that they want the workspace to be persisted. New studies can also be initialized from an existing workspace (specified by the user during creation) which will synchronize all files and permissions.

OTHER FEATURES

ADMIN CONTROL PANEL, DOWNLOAD QUOTAS & ACCESS REVOCATION

All portal users are required to authenticate before downloading data as we implement daily per-user quotas. These are configurable through the admin control panel which can be accessed only by portal admin accounts (available through the profile menu or at /single_cell/admin).

There are currently 7 configuration actions:

• Daily download quota limit (defaults to 2 terabytes, but is configurable to any amount, including 0)
• Manage FireCloud access (can disable local access, compute access, or all access)
• Unlock orphaned jobs (any background jobs that were running during a portal restart are locked until this option is used)
• Refresh API clients (force the FireCloudClient class to renew all access tokens)
• Manage both service account FireCloud profiles (register or update the FireCloud profile associated with the main & readonly portal service accounts).
• See the current FireCloud API status (for all services)
• Synchronize the portal user group (if set, will add all users to user group)

READ-ONLY SERVICE ACCOUNT

The read-only service account is a GCP service account that is used to grant access to GCS objects from 'public' studies so that they can be rendered client-side for the user. Normally, a user would not have access to these objects directly in GCS as access is federated by the main service account on public studies (private studies have explicit grants, and therefore user access tokens are used). However, access tokens granted from the main service account would have project owner permissions, so they cannot be used safely in the client. Therefore, a read-only account is used in this instance for operational security.

This account is not required for main portal functionality to work, but certain visualizations (Ideogram.js & IGV.js) will not be enabled unless this account is enabled.

To enable the read-only service account:

1. Create a new service account in your GCP project and grant it 'Storage Object Viewer' permission (see 'GCP Service Account keys' under DEPLOYING A PRIVATE INSTANCE for more information)

2. Export the JSON credentials to a file and save inside the portal home directory.

3. When booting your instance (via bin/boot_docker), make sure to pass -K (/path/to/readonly/credentials.json)

4. Once the portal is running, navigate to the Admin Control Panel with an admin user account

5. Select 'Manage Read-Only Service Account FireCloud Registration' from the 'Other Tasks' menu and click 'Execute'

6. Fill out all form fields and submit.

7. Once your new service account is registered, create a Config Option of the type 'Read-Only Access Control'

8. Set the type of value to 'Boolean', and set the value to 'Yes', and save

This will have the effect of adding shares to all public studies in your instance of the portal for the read-only service account with 'View' permission. This will then enable the portal to stream certain kinds of files (BAM files, for instance) back to the client for visualization without the need for setting up and external proxy server.

To revoke this access, simply edit the configuration setting and set the value to 'No'.

FIRECLOUD ACCESS SETTINGS

Disabling all FireCloud access is achieved by revoking all access to studies directly in FireCloud and using the portal permission map (study ownership & shares) as a backup cache. This will prevent anyone from downloading data either through the portal or directly from the workspaces themselves. This will have the side effect of disallowing any edits to studies while in effect, so this feature should only be used as a last resort to curtail runaway downloads. While access is disabled, only the portal service account will have access to workspaces.

Disabling compute access will set all user access permissions to READER, thus disabling computes.

Disabling local access does not alter FireCloud permissions, but prevents users from accessing the 'My Studies' page and uploading data through the portal. Downloads are still enabled, and normal front-end actions are unaffected.

Re-enabling FireCloud access will restore all permissions back to their original state.

MAINTENANCE MODE

The production Single Cell portal has a defined maintenance window every Thursday from 12-2PM EST. To minimize user dispruption when doing updates during that window (or hot fixes any other time) the portal has a 'maintenance mode' feature that will return a 503 and redirect all incoming traffic to a static maintenance HTML page.

To use this feature, run the bin/enable_maintenance.sh [on/off] script accordingly.