Migrating to federated identity

Federated login enables users to use a single set of credentials to log into many different services. For example, federated login allows you to use your institutional credentials to log into Chameleon–there is no need to create a new account. To leverage its many benefits, Chameleon is migrating to federated identity and will eventually drop support for signing in via legacy Chameleon accounts. Existing Chameleon users can link their existing Chameleon account to a federated identity account so that they preserve their project memberships, disk images, SSH key pairs, and other data saved over time.

To ease the transition, during the migration period you can log in via your old Chameleon account as well as the federated account. Existing users however are highly encouraged to migrate to a federated account as soon as possible. Read more about federated identity, how it has been implemented, as well as the migration schedule in our FAQ.

Important

Existing Chameleon users should go through the following account linking process before attempting to sign in with federated identity. Signing in before linking accounts can lead to you accidentally creating a new Chameleon account, if we cannot match the email address on your federated account to the one you used when registering for Chameleon.

Step-by-step instructions

  1. Sign in to the Chameleon identity management interface. You will see a screen that prompts you for your existing Chameleon username and password.

    Sign in to identity management with your Chameleon credentials
  2. Once authenticated, you will be taken to a page showing all the identities (credentials) linked to your Chameleon user account. Click the “Add” button next to the entry for the Globus identity to iniate another login via federated identity. You can pick whichever login method you choose; your federated identity need not be tied to the same email address or username as your existing Chameleon account if you wish.

    Link your Chameleon user account to a federated identity

    Once added, your linked federated identity can be used to log in to your existing Chameleon account in the future, and you no longer need to use your Chameleon username and password to login to any part of the Chameleon infrastructure.

  3. If you try to log in to any of the testbed sites with your linked federated identity, you may notice that some of your data is missing, namely:

    • disk images and snapshots you or other project members have created in the past,
    • active or pending leases you made,
    • SSH keypairs you previously associated with your account, and
    • active server instances launched recently

    Migrating to federated identity effectively creates a new account for you in the system, so in order to retain access to some of your saved data, a short data migration is necessary.

    Go to the migration page in the Chameleon user portal to start this process (note: ensure you now log in to the user portal using federated login, and not the old sign-in page!)

    You should see a page that looks like the following.

    The account migration helper page.

    Important

    Not all data can be migrated to your new account. Leases and active server instances will remain on your old account. If you wish to access these, you can log in to the testbed site using the old sign in method.

  4. Trigger a migration of your user to copy over any SSH keypairs you previously associated with your account.

  5. Trigger migrations of projects you are a member of to associate any disk images and snapshots to your new account. This only needs to be done once by any member of the project, but can also be re-run in the event that you or other project members create disk images/snapshots under their old account.

  6. You should now have access to your old data via your new account linked to your federated identity!

Using the CLI

If you use the command line interface when interacting with Chameleon (or use another tool that interfaces directly with Chameleon’s APIs), you will no longer be able to authenticate with a username and password. You should re-download your RC file and use it when invoking the CLI, as it will have new authentication parameters compatible with your account pre-filled.

You can also look in to generating an application credential for your command line client or app, which may be simpler.