Account and Project Management

It is very easy to obtain a project and account on FutureSystems. However, you need to get in contact first with FutureSystems to identify if you are allowed to use this research environment.

While it is possible to just execute the three steps in our quickstart guide, we have provided a more in-depth description based on user feedback. You have certain responsibilities including managing project memberships and reporting results that must be conducted while you use FutureSystems, thus it is a good idea to read this section carefully. At the end of the section we also provide a mini-FAQ of information that may be of help with respest to issues you may have overlooked or that have not yet been answered. Some screencasts about this topic are available in section Creating FutureSystems Accounts and Projects.

Terminology

Portal Account:
A portal account is necessary to communicate information about yourself to the FutureSystems team so that they can verify your identity and that you are a community member who has a need to use FutureSystems. Once you have a portal account approved you can apply for a project.
Resource Account:
A portal account will not give you access to the FutureSystems resources. You will have to go to the portal and join a project, or create a new one.
Valid Project:
At least one project you belong to must be valid. A valid project is one that is approved by a committee. If you are not in a valid, active project your access to FutureSystems will be blocked. Projects that do not report any progress will be blocked after a while. Note that you agree to update regular results via the portal as part of your agreement to use FutureSystems.
Project Lead:
The Project Lead submits a project and is responsible for updating the project page and project members. There is exactly one Project Lead.
Project Manager:
The Project Lead can assign editing and management roles to a Project Manager. He will have the same rights in regards to updating page content and members as the Project Lead.
Project Member:
The Project Lead or Manager can add additional members to the project. A member must have a portal account.
Project Alumni:
Sometimes project members leave a project before it is completed. Such members are no longer part of the project and should not have access to the project. However they can still be acknowledged to have played a role as part of the project by being placed as a member of the alumni role.
Uploaded SSH Key:
As you are using remote compute resources, we will require that you are very familiar with ssh key management. You will need to upload a public ssh key to the portal so that we can create an account for you and use that public ssh key to allow you to log in to use the resources.

Quickstart

If you have never created a project on FutureSystems, we recommend that you do not use the quickstart guide and instead read the full documentation. To remind you what you have to do here are a couple steps that you need to do:

  1. :portal:`Create a Portal account <user/register>` and wait for confirmation via e-mail
  2. Join a :portal:`project <projects>` or :portal:`create a new project <node/add/fg-projects>` and wait for confirmation. Note that you must com municate with the project lead first before you can join a project.

Project Management

Important

Make sure you have cookies enabled or you will not be able to log in to your account.

Create a Portal account

In order to utilize any FutureSystems resource, you must possess a FutureSystems portal account. Thus, apply for your portal account before you attempt anything else. This account is used to gather some information that we will use in the next steps. You must make sure that the information is complete before you proceed to the second step. FutureSystems performs basic verification of the information you provide when creating an account, so it may take a little while before your account is approved. Once you have a portal account, please proceed.

Please note that you cannot access FutureSystems resources until you complete the next steps.

Here are a few tips that make it easy for you

  • On the portal’s main page at https://portal.futuresystems.org appears a

    Portal ‣ Register :portal:`link <user/register>`.

  • Following you will be able to Create a new account on the

    portal.

  • Fill in ALL fields as much as you can.

  • Note that fields with * are mandatory

  • It is important that you specify your address information

    completely.

  • If you are a graduate or undergraduate student please fill out your

    advisor’s contact information in the field specially dedicated for it. If he has a FutureSystems Portal name, please include his portal name if you know it.

  • If you have an e-mail address from your institution, we ask that you

    use this address instead of one from gmail, hotmail, or other e-mail services that we cannot trace back to your name or institution.

  • Usage of all non institutional addresses will prolong the

    application process.

  • Please note that creating a portal account does not give you access

    to any FutureSystems resources.

  • Please remember that checking your information will take time. Thus

    we recommend that you wait till you get a message that tells you that your portal account has been approved. Then continue to The next step. We are not conducting any portal approval outside of 10am-4pm EST. If there are no problems verifying your information your approval will take 1-2 days; if we have problems verifying your data or something else is not right your approval will be delayed. If you appear to be a spammer we will not notify you.

  • If you are teaching a class, we have some special instructions for you in Section s-account-class.

  • After your account has been approved, you can correct the information as part of the portal account :portal:`User Profile Management <my>`.

Legend
State Description
  1. Get Portal Account
Apply for a portal account at https://portal.futuresystems.org/user/register
Check Identity Administrator checks the data submitted.
Reject Rejected accounts will be deleted without notification.
  1. Wait for e-mail
Wait for the e-mail that approves your portal account. If you have not heard from us within 2 buisiness days use the help form on the portal to contact us.
3a. Create Project Create a new Project.
3b. Join Project Join an existing Project.

image-create-accountimg

Create a Project

To apply for a new project, fill out the :portal:`project creation form <node/add/fg-projects>`. Through this form we gather some important information about the project so that we can review it for approval. This information is used to report and document to us as well as to our sponsors, to state which activities are conducted on FutureSystems. The more precise you are in your descriptions and filling out the forms the better we can highlight your project. Once a project is approved, project members can join a project. This must be conducted by the project lead.

It is mandatory for the project lead to agree to certain reporting requirements so as to provide information to FutureSystems. He will be responsible to make sure that they are completed and also implemented with the users joining the project. Thus the user is responsible to comply with the terms of the project in regards to reporting and acknowledgments in case of publications. Each project Project Lead has the responsibility to communicate such requirements to the members and managers. The project agreements override the individuals agreement.

image-create-projectimg

Legend
State Description
3a. Create new Project Fill out the project form at https://portal.futuresystems.org/node/add/fg-projects
Review Committee reviews the project and corresponds with project lead to improve
3a.1. Wait for e-mail Wait for an e-mail that you have an account
3a.2. Project Approved The project has been approved.
3a.3.i. Members add, del., alumni Manage the project members
3a.3.ii. Report Results Make project member Alumni
Review Results Committee receives results for review
Renewal Renewal of the project

Example Project

When applying for a project, you may directly visit the project creation page and fill it out. However, you may find it useful to prepare a separate (ASCII, or MS word) document and take advantage of spelling and grammar checkers. Furthermore, as filling out the form may take some time, it seems best to just copy and paste from your document into the form. This way you may avoid issues such as power failures or network interruptions which could cause you to lose the information that has been entered on the form but not yet submitted.

Examples for a project can be found also on the portal itself when looking at the list of projects conducted on Futuregrid:

Recently we have increased the requirements for project approval. Hence it is important that you write a couple of paragraphs in the application. A single sentence such as I want to learn cloud computing will typically no longer be approved. Please examine a sample class project which could be an inspiration for your own class projects (project.txt):

Title: Course: Example Course On Advanced Cloud Computing

Project Keywords:
   Course, Cloud, OpenStack, Eucalyptus

Project Lead:
   Gregor von Laszewski (portalname)

Project Manager:
   Gregor von Laszewski (portalname)

Project Members:
  Fugang Wang (use portalname)
  Albert Elfstein (use portalname)

Project Alumni:

Project Orientation: *
- [ ] Research
- [x] Education
- [ ] Industry
- [ ] Government

Primary Discipline: *
  Computer Science

Abstract: *
=========

Note: this is an example project and is not a real project,
although the contents presented in this material is available.

This course will introduce the students at Indiana University as
part of the Summer Semester 2012 into the essentials of Cloud
Computing and HPC. We will start the course by teaching the
students python within one week. As cloud computing framework we
have chosen OpenStack, as it has become one of the ubiquitous IaaS
frameworks and is available on FutureSystems. Additionally, we will
teach the students how to program a simple MPI application so that
they can further develop the virtual cluster code available from
github (https://github.com/futuregrid/virtual-cluster).  We will
compare the performance between the virtualized and non virtualized
environment as develop with the help of our cloud metrics system a
scheduler that enables us to use bare metal provisioned clusters
and virtualized clusters on-demand based on resource requirements
and specifications. We are aware that the FutureSystems team is
developing such an environment, and would like to join the efforts
throughout our course with the contributions conducted by the
students.

Course Dates:

This class will be taught in 10 weeks as part of the Indiana
University CS curriculum. The following dates are important

      Start: July 13, 2013
      End:   Sept 23, 2013
      Extension: 1 month for students with programming in-completes.

Course Outline (tentative):

   1. Introduction and Overview
   2. Essential Python for the Cloud
   3. Introduction to OpenStack
   4. Programming OpenStack
   5. Programming a HPC Cluster
   6. Creating a Virtual Cluster
   7. Performance Comparison
   8. Cloud Metrics
   9. Cloudmesh
   10. Joining FutureSystems Software Developments

Grading Policies:
   Class participation and contribution: 5%
   Homework assignments, reading summary, and paper presentation: 50%
      Programming assignments: (30%)
      Reading Summaries: (10%)
      Paper Presentation: (10%)
   Course Project: 50%
      Proposal: (10%)
      Midterm Presentation: (10%)
      Final Presentation and Demo: (15%)
      Final Report: (15%)

   Note:
     Homework and programming assignments are due by 11:59pm
     Thursdays (unless announced in class otherwise). Late homework
     (non-programming) will NOT be accepted. Late program penalty
     is 10% per day, according to the timestamp of your online
     submission. Only when verifiable extenuating circumstances can
     be demonstrated will extended assignment due dates be
     considered. Verifiable extenuating circumstances must be
     reasons beyond control of the students, such as illness or
     accidental injury. Poor performance in class is not an
     extenuating circumstance. Inform your instructor of the
     verifiable extenuating circumstances in advance or as soon as
     possible. In such situations, the date and nature of the
     extended due dates for the assignments will be decided by the
     instructor.

 Please note that FutureSystems does not approve accounts on the
 weekends. Regular support hours are Mo-Fri 9am - 5pm. Please
 note that answering support questions does take time. Do not
 start the night before the homework is due. Plan your
 programming assignments to be done early.

Intellectual Merit: *
===================

The course will be introducing the students to cloud computing and
will also be used to derive new class materiel that we will be
using in subsequent lessons.

Broader Impact: *
===============

This class will be educating a number of students in cloud
computing programming. Cloud computing is an important factor in
job availability after graduation of students, thus this course
will be useful to increase marketability of the students. In
addition we have in the past also been able to increase
participation of minority students. In the past we had 10 minority
students and 9 female students taking this class. We intend to work
together with Gregor von Laszewski and improve the FutureSystems
manual and to make our course material available via FutureSystems
through its github and community portal pages.

Scale of use: *
=============

We anticipate the course will have 30-35 students. The course
will be using OpenStack and HPC compute resources and requires for
selected students access to bare metal provisioning.  The course
will not require to run computationally intense
applications. However, we require that students be able to run up
to 30 VMs at a time. We know that this may in peak hours be beyond
the capabilities of FutureSystems and are advising our students to
kill machines if they are not used. The maximum duration of a
single VM will typically be less than 5 minutes.

Results:
========

Join a Project

To join an existing project, ask the project lead or project manager for that project to add you to their project using your portal account name. However for most projects there is an easier way if the project is set to “accept public join request”, you may also send a request in the portal. To do this, first view the :portal:`project list <projects>` and go to the project detail page by clicking the project title. If the project is set by the project lead to “accept join request”, then you’ll see a large gray ‘Join this project’ button in the upper right corner of the page. Click the button to send the join request to the project lead and manager so that they can process your request:

image-join-screen

The entire process looks as follows:

image-create-project-joinimg

Legend
State Description
3b. Join Project? Join an existing Project.
Get Permission Get permission from the project lead or manager to join the project.
Delete Join Request Project leads will carefully evaluate if the person requesting to join is eligible. If not join requests will be deleted without notification requires to those that want to join.
3b.1. Join Approved The project lead has approved that you join the project. Go to the project page and press the join button/link.
Project Active Checks if the project is active the project.
3b.2. SSH key uploaded? You must have uploaded your ssh key to use FutureSystems resources
Generate Accounts Generate accounts to resources
3b.3. Wait for e-mail Wait for an e-mail that you have an account

Delete or Deactivate a user from a Project

Deletion of a user can be a complex process if a user has used FG resources. However, the following is for most project leads sufficient: To remove a user from your project you simply can edit your project page and remove the user name from the list of members or alumni. If the user is in no other valid project she will no longer be able to use FG. If the user really needs to be removed from the system or from the portal, please fill out the help form with the username and the reason why he should be removed. Naturally, if you detect that a user is acting maliciously, please inform us immediately. We will disable access. Put in your subject line the prefix URGENT.

Reporting Results

It is important to regularly report results of your projects to FutureSystems. Please fill out this section and report upon the achievements of this project. You find your projects in a

Also upload references that you have produced for this project. You can upload when visiting your project and using the plus button in your projects. The reference will then be added and added for you to the portal.

Close a Project

Closing a project is an important responsibility of every project lead. Incase you forget which project you want to close, you can find the

on the Portal. Once you visit one of them, you have the option to add results. Scroll down until you find the section “Project Results”. Please fill out this section and report upon the achievements of this project. Please also upload references that you have produced for this project. In each case, please make sure that you only upload/report references directly related to this project. After you have requested a project closing, our project committee will work with you to make sure we have sufficient results from you. Once a project is closed, all its members will be notified. The committee might ask you for additional results even after the project is closed.

Upload a SSH Public Key

In order to be able to log into the started VMs, among other purposes, you need to provide a secure-shell (ssh) public key. If you are already a frequent user of ssh, and have a private and public key pair, it is perfectly reasonable to provide your public key. It’s public, after all. We do require that a minimum 2048-bit key is used. This is the default on most up-to-date systems but if your key pair is older it might be less. If it is, you will need to generate a new key pair for use with FutureSystems.

To upload the chosen public key:

  1. Copy your public identity into your system clipboard.
  2. Visit the ssh-key panel of your account.
  3. Click the link that says Add a public key.

If you are not familiar with ssh keys we have provided a more elaborate section about Using SSH Keys

Changes to keys will take up to 1 hour to propagate through the system services. You are not allowed to use password less keys. Your account may be deactivated if you violate this policy.

Upload an OpenId

Warning

The Google OpenID is currrently not available. Google is changeing the way they handle SSO. You can still use other open ids.

Often users may not remember the password or username of the FG portal. However, they may have an easier time to remember their openid from for example google. It is possible to use your openid account and register it once you gain access to the portal. Please visit your

to add your favorite OpenID. For example, to add your Google OpenId you simply click on the Google icon.

Accessing FutureSystems Resources

To access and use resources, you must

  • have a portal account
  • be part of a valid project
  • have uploaded a public key to the portal that you will use to log into some of its resources.

Once these conditions are met, you will be able to access the resources and services that your project has requested and been authorized to use. See the section s-services for a list of FutureSystems resources and services. This includes cloud and HPC resources. Accounts to these resources will be automatically generated once you have conducted the above steps. The turnaround time for you getting access to the system is typically between 30 minutes and one day.

Manage a Class on FutureSystems

If you teach a class using FutureSystems resources we recommend you do the following:

  1. Create a portal account if you do not have one.

  2. Apply for an educational project, carefully filling out the form including how many students, broader impact, such as support of minorities, what will be learned, the course syllabus if available, a link to the course web page if available, the duration of the course including a time when the course is completed. We typically add a month so that incomplete projects can be completed easily.

  3. Make sure you enable the join button of the project, this will allow your students to join via a button click and you can easily approve or reject join requests. Come up with a “signup code” to be shared with the students.

  4. Give your students the signup code that you have chosen in the previous step. Communicate the signup code to the FutureSystems support team via a ticket submitted through https://portal.futuresystems.org/help. Make sure you specify your project number. Often it is also helpful to send a list of students to us so that, it is easier for us to assist them during the application process.

  5. Make sure your students sign up for a FutureSystems portal account and that they specify their profile information precisely. This information is used later on to grant students accounts on FutureSystems. Accounts will not automatically be created just because a user has a portal account. Have the students add you as their advisor in the advisor textarea.

  6. Remind the students to add their public ssh-keys to the portal. Some students may not have the knowledge what this means or what this is good for. We recommend that you in the first class teach the why they need to do this and how the can do this. In the portal users can add ssh keys when they go to the my portal section.

  7. It will take some time for the accounts to be created after an ssh key is uploaded, and the student is added to your approved projects. Communicate to the students to wait. We only approve accounts during business hours and it can take up to 24 business hours. Business hours are Mo-Fri 9am - 5pm EST. We will not answer any questions on the weekends.

  8. Once a student has an account on the portal, please make sure you add the student to your project. This is important as only people that are assigned to a valid FutureSystems project can have accounts on FutureSystems resources. Your project will by default have a project join request, which makes it easier for students to join your project. Provide the link to the students so that they can join. A convenient management button is provided where you can verify that the student is indeed a person that is to be part of your project. The join button can be disabled by you and you could instead add your students while entering their portal names.

    Hence, you will be able to manage the joining of students yourself. Be careful that you only join those students that are in your class. Please remember that a signup code is not really secret and that students may exchange the code with others. Thus it is a good idea to still verify if the user with the signup code is a member of your class. Also be reminded that some students forget to specify the signup code at time of their account creation. You have to deal with such forgetful students as a signup code cannot be added.

  9. If the student roster is changing, just edit the project details and add/remove them or move them to the alumni status.

  10. If student projects are due on Mondays remind them not to start their project on Sunday night incase they find out they do not have an account. Generally we recommend to make due dates of projects to be Thursdays till 5pm or Friday mornings. Be reminded that on the first Tuesday of each month all machines will be shut down and all unsaved running VMs or ongoing work may be lost. Please plan around this.

  11. We have created some forums for the three services that you can find at https://portal.futuresystems.org/forum. These forums are read by the experts and the staff. We can create a forum for your class if you like directly on the FutureSystems portal.

  12. In case you need more direct support, do not hesitate to ask for help https://portal.futuresystems.org/help

  13. Make sure you write a results section after your class is over.

Mini FAQ

  • Which Projects Do I Participate In?
  • How can I Join a Project?
  • How can I add people to a project?
    • Go to your project, select the add member link and add the user portal names. Alternative have your users use the join button and you use the manage button.
  • Why Do I See in the Project Table “Please Sign Up”?
    • If you are the owner of a project and see this information under project lead or manager, you may not yet have signed up for a portal account. Please sign up for one, and we will change it in the project view for you.
  • Why do I need to provide the email address from my university?
    • It may take longer to approve your account. See s-account-create-account
  • How long will it take for my portal account to be approved?
    • If you did everything and we can verify you exist two business days.
  • How Do I Get an Account for OpenStack? see Accessing FutureSystems Resources
  • How can I Delete or Deactivate a user from a Project
  • How do I Upload a SSH Public Key
  • How do I get a user account on FutureSystems resources? see Quickstart