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(ATS4-PLAT03) Balancing Security
  with access for Development
                                       Lynn Miller
              Principal Technical Support Scientist
                        Lynn.Miller@accelrys.com
The information on the roadmap and future software development efforts are
intended to outline general product direction and should not be relied on in making
a purchasing decision.
Introduction

  It is important to establish policies that ensure that the
  often-conflicting needs of administrators, developers and
  end-users are met in a balanced way appropriate for your
  environment.
  In this session we will discuss the commonly reported
  pain points and outline the types of policies and
  procedures that that can help bring harmony.
        Be prepared to discuss your own experiences!
Overview

• Administrators of Pipeline Pilot servers wish to have a
  controlled environment to ensure that ownership and
  access is properly identified and enforced.
• Protocol developers desire the ability to quickly easily
  publish protocols and updates for personal and
  production use.
• End-users need deployed applications to be accessible,
  tested and maintained.
End Users interact via interfaces like Web Port
Concerns raised by End-Users

• Frustrated when process to gain access is difficult
• When impersonation is on, user-specific resource access issues can
  arise.
• Access to network resources, user folders, etc
• Who to call if the published protocol breaks?
• Performance issues when server is not properly sized.
Developers interact via the Professional Client
Concerns raised by Developers
• Issues with testing and deployment without a separate Development
  Server
• Lack of uniform access to key resources across Development and
  Production. (ODBC/JDBC, 3rd party tools, disk paths, etc)
• Lack of consistent XMLDB folder structure between Development and
  Production servers make deployment unnecessarily difficult.
• Access to a defined location for storing shared reports, particularly
  interactive reports which are best hosted on the Pipeline Pilot server.
• Frustrated by imposed policies that require extra effort or approval for
  protocol publication

                   Developers: What would you like to add?
Concerns raised by Administrators

• Lack of defined production protocol publication approval process
  makes it hard to get sign-off for upgrades and changes.
• When published protocols lack documentation and a defined
  owner the admin doesn’t know who to turn to when a user reports
  an error.
• Lack of distinction between Development and Production servers.
• Lack of coordination when multiple servers are involved

  Administrators: What are your pain points? What would you add to this list?
Key Folders

• $(UserDir) default location <install>/public/users
• $(JobDir) default location <install>/ web/jobs. Alias
  $(RunDirectory)
• <install>/xmldb/Components; and
  <install>/xmldb/Protocols
• <install>/apps
• <install>/web/apps This folder is pointed to by the webapps
  alias that maps files in <install>/web/apps/myapp to URLs in
  the form http://hostname:port/webapps/myapp
Key Resources and Dependencies

•   Data sources
•   ODBC and JDBC drivers
•   Database connections
•   Third-Party Applications
•   Web services
Areas where policies should be considered: Part 1

• Production publication rights
• Which protocols require official packaging and regressions
• Roles (Permissions ATS4-PLAT02)
• Folder structure for Protocols and Protocols/Web Services
• Protocol ownership and responsibilities for documentation,
  fixes and validation
• Differentiating DEV and PROD environments
• Testing requirements for upgrades and migrations
• Management of dependant resources
Areas where policies should be considered: Part 2

•   Results management
•   Number of protocol versions to keep
•   Data longevity and size
•   Management of scheduled tasks
Security and location considerations
•   Authentication type
•   Impersonation or not
•   Unrestricted File Browsing/Editing
•   Location of User, Jobs and/or XMLDB folders
•   XMLDB Access Rights
•   Automatic validation
•   Apache service account
•   Anonymous Access configuration
•   Define ODBC/JDBC connections and access rights
•   Third-party tool server installation (R, etc)
Policies: Protocol Publication

• Who may publish protocols to production servers?
• Will you limit access by Project? By Folder?
• What documentation, regression or testing requirements
  should be followed?
• Will access rights differ for Productions vs UAT servers?
• What defined ROLES and ACCESS RIGHTS should be
  implemented? (ATS4-PLAT02)
• Consider custom validation requirements for publication to
  production
Best Practices: Admin

• Host separate installations for Dev, Prod and Apps
• Ensure all servers have equal setup in regards to folder
  structure and dependencies. Any developed protocol
  that makes use of a system resource should have equal
  access to that system resource from every server where it
  is developed or deployed. For example, all servers
  should have the same databases configured.
Best Practices: Protocol publication


• For standard publication to Web Port,
  interactive forms and scheduled tasks, the
  best practice is moderate controls with
  defined ownership and documentation.
• Regressions or manual test plans are
  encouraged for published production
  protocols.
Best Practices: Developers

• Develop regression tests to automatically re-validate
  published production protocols before and after server
  deployments, migration or software upgrades

  (ATS2-05) Pipeline Pilot 8.5 for IT Pros
  (ATS2-15) Introduction to Pipeline Pilot Protocol
  Development for Developers
Best Practices: Developers

Label protocols with the original author and validation
procedures, preferably in the help text
Best Practice: Result publication

•   For shared short-term access, writing to the $(jobdir) is a good choice, but the result will
    only be available until the job is cleaned up.
•   For longer-term access manage the results by writing them to a location you control and
    commit to a folder or naming structure that denotes ownership so that the owner can be
    asked to remove when no longer required.
•    In Pipeline Pilot 8.5 and earlier the preferred location to write results for which you wish
    to share a URL for long-term access is into the path $(SciTegicRoot)/../web/apps on your
    Pipeline Pilot server. An alias on the Pipeline Pilot Apache Web server named "webapps"
    points to this web/apps directory, and you can easily create and reference subfolders to
    help keep your files organized. To give a specific example, an HTML page written to
    $(SciTegicRoot)/../web/apps/myReport/report1.html can be accessed by all users at a
    URL like http://<servername>:<port>/webapps/myReport/report1.html
Data longevity and size

• When a protocol is run a job folder is created, and has a
  defined lifetime depending on the invoking client.
  (https://community.accelrys.com/docs/DOC-3623 )
• Since interfaces like Web Port do not do explicit
  automatic job folder cleanup, some sites institute regular
  job folder cleanup as a scheduled task and notify their
  users of this policy.
Support

• We pride ourselves on our excellent support!
   – Reach us by email at support@accelrys.com
   – Call the support hotline
   – Take advantage of the Accelrys Community
      • No login is required to read the forums.
      • Logging in to your Accelrys Community account gives you access to the
        Support Center where you can access the software download center and
        documentation libraries. From here you can also access change request
        widgets, the Pipeline Pilot product documentation, post to the forums,
        etc….

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(ATS4-PLAT03) Balancing Security with access for Development

  • 1. (ATS4-PLAT03) Balancing Security with access for Development Lynn Miller Principal Technical Support Scientist Lynn.Miller@accelrys.com
  • 2. The information on the roadmap and future software development efforts are intended to outline general product direction and should not be relied on in making a purchasing decision.
  • 3. Introduction It is important to establish policies that ensure that the often-conflicting needs of administrators, developers and end-users are met in a balanced way appropriate for your environment. In this session we will discuss the commonly reported pain points and outline the types of policies and procedures that that can help bring harmony. Be prepared to discuss your own experiences!
  • 4. Overview • Administrators of Pipeline Pilot servers wish to have a controlled environment to ensure that ownership and access is properly identified and enforced. • Protocol developers desire the ability to quickly easily publish protocols and updates for personal and production use. • End-users need deployed applications to be accessible, tested and maintained.
  • 5. End Users interact via interfaces like Web Port
  • 6. Concerns raised by End-Users • Frustrated when process to gain access is difficult • When impersonation is on, user-specific resource access issues can arise. • Access to network resources, user folders, etc • Who to call if the published protocol breaks? • Performance issues when server is not properly sized.
  • 7. Developers interact via the Professional Client
  • 8. Concerns raised by Developers • Issues with testing and deployment without a separate Development Server • Lack of uniform access to key resources across Development and Production. (ODBC/JDBC, 3rd party tools, disk paths, etc) • Lack of consistent XMLDB folder structure between Development and Production servers make deployment unnecessarily difficult. • Access to a defined location for storing shared reports, particularly interactive reports which are best hosted on the Pipeline Pilot server. • Frustrated by imposed policies that require extra effort or approval for protocol publication Developers: What would you like to add?
  • 9. Concerns raised by Administrators • Lack of defined production protocol publication approval process makes it hard to get sign-off for upgrades and changes. • When published protocols lack documentation and a defined owner the admin doesn’t know who to turn to when a user reports an error. • Lack of distinction between Development and Production servers. • Lack of coordination when multiple servers are involved Administrators: What are your pain points? What would you add to this list?
  • 10. Key Folders • $(UserDir) default location <install>/public/users • $(JobDir) default location <install>/ web/jobs. Alias $(RunDirectory) • <install>/xmldb/Components; and <install>/xmldb/Protocols • <install>/apps • <install>/web/apps This folder is pointed to by the webapps alias that maps files in <install>/web/apps/myapp to URLs in the form http://hostname:port/webapps/myapp
  • 11. Key Resources and Dependencies • Data sources • ODBC and JDBC drivers • Database connections • Third-Party Applications • Web services
  • 12. Areas where policies should be considered: Part 1 • Production publication rights • Which protocols require official packaging and regressions • Roles (Permissions ATS4-PLAT02) • Folder structure for Protocols and Protocols/Web Services • Protocol ownership and responsibilities for documentation, fixes and validation • Differentiating DEV and PROD environments • Testing requirements for upgrades and migrations • Management of dependant resources
  • 13. Areas where policies should be considered: Part 2 • Results management • Number of protocol versions to keep • Data longevity and size • Management of scheduled tasks
  • 14. Security and location considerations • Authentication type • Impersonation or not • Unrestricted File Browsing/Editing • Location of User, Jobs and/or XMLDB folders • XMLDB Access Rights • Automatic validation • Apache service account • Anonymous Access configuration • Define ODBC/JDBC connections and access rights • Third-party tool server installation (R, etc)
  • 15. Policies: Protocol Publication • Who may publish protocols to production servers? • Will you limit access by Project? By Folder? • What documentation, regression or testing requirements should be followed? • Will access rights differ for Productions vs UAT servers? • What defined ROLES and ACCESS RIGHTS should be implemented? (ATS4-PLAT02) • Consider custom validation requirements for publication to production
  • 16. Best Practices: Admin • Host separate installations for Dev, Prod and Apps • Ensure all servers have equal setup in regards to folder structure and dependencies. Any developed protocol that makes use of a system resource should have equal access to that system resource from every server where it is developed or deployed. For example, all servers should have the same databases configured.
  • 17. Best Practices: Protocol publication • For standard publication to Web Port, interactive forms and scheduled tasks, the best practice is moderate controls with defined ownership and documentation. • Regressions or manual test plans are encouraged for published production protocols.
  • 18. Best Practices: Developers • Develop regression tests to automatically re-validate published production protocols before and after server deployments, migration or software upgrades (ATS2-05) Pipeline Pilot 8.5 for IT Pros (ATS2-15) Introduction to Pipeline Pilot Protocol Development for Developers
  • 19. Best Practices: Developers Label protocols with the original author and validation procedures, preferably in the help text
  • 20. Best Practice: Result publication • For shared short-term access, writing to the $(jobdir) is a good choice, but the result will only be available until the job is cleaned up. • For longer-term access manage the results by writing them to a location you control and commit to a folder or naming structure that denotes ownership so that the owner can be asked to remove when no longer required. • In Pipeline Pilot 8.5 and earlier the preferred location to write results for which you wish to share a URL for long-term access is into the path $(SciTegicRoot)/../web/apps on your Pipeline Pilot server. An alias on the Pipeline Pilot Apache Web server named "webapps" points to this web/apps directory, and you can easily create and reference subfolders to help keep your files organized. To give a specific example, an HTML page written to $(SciTegicRoot)/../web/apps/myReport/report1.html can be accessed by all users at a URL like http://<servername>:<port>/webapps/myReport/report1.html
  • 21. Data longevity and size • When a protocol is run a job folder is created, and has a defined lifetime depending on the invoking client. (https://community.accelrys.com/docs/DOC-3623 ) • Since interfaces like Web Port do not do explicit automatic job folder cleanup, some sites institute regular job folder cleanup as a scheduled task and notify their users of this policy.
  • 22. Support • We pride ourselves on our excellent support! – Reach us by email at support@accelrys.com – Call the support hotline – Take advantage of the Accelrys Community • No login is required to read the forums. • Logging in to your Accelrys Community account gives you access to the Support Center where you can access the software download center and documentation libraries. From here you can also access change request widgets, the Pipeline Pilot product documentation, post to the forums, etc….