1. Client User Quickstart

This Client User Manual helps you to get started with the Cloud Service Portal© and is intended for client users. It provides you with useful tips and information. In addition, you will learn step by step how to create a new user, use the integrated S3 Service Panel or create additional OpenStack projects.

Important

The menu items displayed depend heavily on their order and authorization and may therefore differ. The permissions to the Cloud Service Portal© of the users are located in Organization Management. All other permissions are located in the respective panel sections, such as Quota, Usage dashboard, OpenStack or S3 Storage Management. If you have any questions, please contact your reseller.


1.1. User interface overview

In the Cloud Service Portal© you manage your cloud services from a central location. Cloud services here means OpenStack projects (accounts) and user management (IAM).

../_images/cp-ui-client-main-screen-01-ssc.png
  1. In this area you will find the name of the currently logged in user and the currently used version of the Cloud Service Portal©. The user can change the settings of his user account and set a new password. The Sign-Out menu is also located here, which you can use to log out correctly.
  2. This area displays the name of the Client you are currently managing.
  3. This section contains the navigation pane with various items that structure the Cloud Service Portal© user interface. The main items are grouped by function. For example, the menus for managing Cloud Service Portal© user permissions are found on the Organization Management page, and the permission settings for OpenStack are found under OpenStack. The following pages are located in the navigation menu:
  • Organization Management. In this menu item, you can add or remove new user accounts for users and manage the Cloud Service Portal© permissions of the users. You can also reset the password of a user here. User accounts allow other users to log in to the Cloud Service Portal© as well.
  • Services. Here you can see the list and status of your cloud services (e.g. OpenStack) under Manage services. In order for a service to be used, it must have the status ACTIV.
  • My Settings. Here you will find your user and organization data. You can also reset your password here.
  • Quota. In this main menu you have an overview of the set quotas of your available OpenStack resources, such as number of allowed OpenStack projects, compute, volumes and network. The Manage Permissions panel allows you to set User level access permissions to the Quota menu. To easily manage your quotas, you can create profiles that give you full control of your project resources.
  • Usage dashboard. Here you have access to your USAGE data. Two predefined reports Previous month and Current month list all USAGE data of the corresponding period. With the function Custom Usage Query you can create any individual query. An integrated export function allows you to save the report data locally. Who gets which access to this panel, you control in the menu item Manage permissions.
  • User error If, contrary to expectations, an error should occur in the Cloud Service Portal©, the Error detection function automatically saves the error under this point. With this entry important information about the cause of the error is stored for analysis. The status of the error shows you when it was fixed.
  • OpenStack. With the functions under this panel, you can autonomously add or remove OpenStack projects and manage the permissions for them.
  • S3 Storage Management. With the help of this panel you can manage your S3 storage and objects. You can add or remove new buckets, upload or download objects. You can also manage your EC2 credentials for accessing the buckets.

Note

Throughout this document, instructions are given on how to perform the most common everyday tasks. In most cases, users are instructed to open one of the sections in the navigation and click on one of the controls available there. If the navigation item or control in question cannot be found in the panel, the feature is most likely disabled for the user in question. Resellers can also turn off some advanced features to make their customer panel easier and more user-friendly. If you need any of these advanced options, you should contact your reseller.

1.1.1. Filter functions

Most of the Cloud Service Portal© pages that display a list have a filter function at the top of the screen that searches all columns when you enter a search text and filters accordingly.

../_images/cp-ui-filter.png

1.2. Log in to the Cloud Service Portal©

For the registration you need an activated account, which includes the following information:

  • Identity Provider - This is the Reseller Name (Realm)
  • User Name / Email Address - With which you authenticate yourself
  • Password - your initial user password, which you must change at the first login

The login process differs between a new user and an existing user. Please follow the appropriate steps:

1.2.1. Login New User

When a newly created user logs in for the first time, the following steps are usually necessary, depending on the policy:

  • Klicken Sie bitte im Browser folgenden Link um die sich anzumelden.

SSC-Cloud Service Portal© URL-Adresse

../_images/idp1-ssc.png
  • Next, enter your username and password and click Log in
  • You will then be prompted to change the password
  • Finally, please configure the 2-factor authentication - For this you need an Authenticator application on your smart phone. Please follow the instructions on the screen.
../_images/keycloak7ssc.png

Scan the QR code with the Mobile Authenticator app, then enter the generated code.

If your login is successful, you will then be on the overview page in the Cloud Service Portal©.

1.2.2. Login existing user

To login to the Cloud Service Portal© please proceed as follows:

  • Open your browser and enter the Cloud Service Portal© address you received with your documents or click on the link below.
  • You will now be automatically redirected to the Authentication-LogIn Mask of the Identity- and Access Management System.
  • Please enter your user name or the registered email address and your password here.
  • Then click on Log in

Cloud Service Portal©-Adresse: SSC-Cloud Service Portal© URL-Adresse

../_images/cp-ui-reseller-login-keycloak.png

Attention

To prevent pishing attempts, please check the URL of the login window. If the URL is correct, you will see the name of your Identity Provider and the DOMAIN .ewcs.ch after realms/.

Note

Please refer to the Keyword policy.

  • You will then find yourself in the main menu of the Cloud Service Portal©

1.3. Logout from the Cloud Service Portal©

Caution

As you are automatically authenticated for all your registered cloud services (SSO) by successfully logging in to the Cloud Service Portal©, it is important to log out again correctly.

To do this, please proceed as follows:

  • Click on the small arrow in the upper right corner next to your user name
  • Click there on Sign Out
../_images/cp-ui-reseller-user-sign-out-ssc.png

1.4. Change Password

To reset the password for your user, please proceed as follows:

  • Navigate to My Settings >> Change password on the left and enter the new password in the two fields.
  • Confirm your entry with the Change password button.
../_images/cp-ui-reseller-change-user-password-ssc.png

Note

Please refer to the Keyword policy.

  • A confirmation message appears.

1.5. Password Policies Cloud User Accounts

The password for the cloud user accounts must at least meet the following conditions:

Condition Anz
Password length (min.) 12
Special characters 1
Numbers 1

Note

To meet these criteria, the password does not necessarily have to consist of a cryptic string of characters. Tip: Think of a few words, which you can combine with hyphens and add a few numbers. Example: Ab-in-die-Cloud-2019 would meet the criteria.

The following table describes the password policy characters that can be applied to user accounts:

Property Requirements
Permitted characters
  • A - Z a - z
  • 0 – 9 @ # $ % ^ & * - _ ! + =
  • [ ] { } : ‘ , . ? / ` ~ “ ( ) ;
Prohibited characters
  • Unicode characters
  • Spaces
  • User Name

1.6. Several sessions of the Cloud Service Portal©

If you want to log in to the Cloud Service Portal multiple times, you can do this either in different browsers (e.g. 1st session Chrome, 2nd session Firefox), or in a “new incognito Windows”.

Note

Multiple logins in the same browser are NOT supported and will result in an error message (e.g. Forbidden (403) CSRF verification failed. Request aborted)