V2 & MAPS Setup in Development

Contents

Introduction

This pages describe how to setup MAPS and V2 systems such that MAPS is used for authentication management for the V2 system.

Overview of procedure:

Setup MAPS and V2 systems
Bootstrap users on the MAPS and V2 systems
Invite a new V2 user, who confirms login and logs in via MAPS

Setup Procedure

Prerequisites

Using webbrick in the rails development environment
Base directories for MAPS and V2, with the appropriate branches, are checked out
Basic MAPS and V2 settings are configured correctly

Procedure

This procedure assumes the following:

MAPS will be accessible at: localhost:4000, git checkout at directory ~/rails/maps
V2 will be accessible at: localhost:4010, git checkout at directory ~/rails/v2p0

Steps

Configure MAPS and V2
- See V2MapsConfiguration for details

Setup and start MAPS, running on port 4000:

cd ~/rails/maps
bundle install
bundle exec rake db:drop db:create db:migrate
rails server -p 4000

Setup and start V2, running on port 4010:

cd ~/rails/maps
bundle install
bundle exec rake db:drop db:create db:migrate db:seed_fu_without_access_control
rails server -p 4010

Clear all localhost:4000 and localhost:4010 cookies in the browser
Register a new admin user in MAPS
1. Open maps: http://localhost:4000
2. Click menu: Login
3. Click link in form: Register
4. Enter form information:
  - First name: your first name
  - Last name: you last name
  - Company: SoftXS GmbH
  - Email: maps@softxs.ch -- Ideally use an email address that works. The address maps@softxs.ch works
  - Password: 12345678 -- Passwords must be at least 8 characters long
  - Password confirmation: 12345678
5. Press Register
6. MAPS will now attempt to send an email to the email address. The email will contain a URL for confirming the address
7. To get the confirmation URL do one of the following:
  - Receive the email with the link
  - Look in ~/rails/maps/log/development.log for a copy of it.
  - Get the confirmation_token from the database with:
    - select first_name, last_name, authentication_token from users;
  - The confirmation URL should be constructed to look like the following (where the final value is the authentication_token from the database):
  - http://localhost:4000/users/confirmation?confirmation_token=3xoqsqQKNi5sAsoarFpb
8. Open the confirmation link, you will be presented with screen with the following message in blue, at the top:
  - Your account was successfully confirmed. You are now signed in.
9. Grant the root role to the admin user, using the rails console:
  - ```
  rails console
  > u = User.find_by_email('maps@softxs.ch')
  > u.add_role :root
  > y u.roles # Verify the role is really assigned, should see a login role and a root role
```
10. Verify the root role is working.
  - Click on the SoftXS (home) link in the upper left-hand of the navbar
  - The home screen should be displayed and an Admin menu item should appear on the far right
  - Click on menu Admin --> Single Sign On --> Clients
  - An empty clients list should be displayed
  - Verify there is a button + Create New Client
Register the V2 application instance in MAPS
1. Click on menu Admin --> Single Sign On --> Clients
2. Click + Create New Client button
3. Enter form data:
  - Name: v2p0 on port 4010 -- Can be anything
  - App: V2P0_Dev -- Must match V2 Settings.SXS.SSO.AppID
  - App secret: -- Choose one the the following:
    - Accept the random key value, and set V2 Settings.SXS.SSO.AppSecret to match
    - Insert the V2 Settings.SXS.SSO.AppSecret value
  - Press Save
Login to V2, using a local identity, and invite a new user
1. Select one of the following email addresses to use, which are all configured as local identities in V2 and have the password 12345678
  - ah@softxs.ch
  - ds@softxs.ch
  - tn@softxs.ch
2. Give the selected local_identity user the root role, using the rails console:
  - ```
  > u = User.find_by_email('ah@softxs.ch') # Use the selected email address
  > u.add_role :root
  > y u.roles # Verify the role is really assigned, should see a login role and a root role       
```
3. Open V2: http://localhost:4010/local_login and login:
  - The Local Login Page should be displayed
  - Login using the selected email address and the password 12345678
  - Verify the Login menu changes it title to the email address and now has sub-entries for Logout and App. Profile
  - Verify that there is also an Admin menu to the left of the email menu
4. Invite a new user.
  - You should use the User Invitation and not the Admin Invitation (which is accessed via menu Admin --> Invitations)
  - Click on email menu --> App. Profile
  - The user's application profile will be displayed
  - Click on the Invite Someone link in Quick Links box
  - A New Invitation form will be displayed. Enter form data:
    - Email address: Your email address -- Do not use one of the local identity email addresses. Try and use a valid email address
    - First name: Your first name
    - Last name: Your last name
    - Company name: SoftXS GmbH
    - Subject: Test subject
    - Message: Test message
  - Click button Save & Send button
5. V2 will now attempt to send an email to the email address. The email will contain a URL for confirming the new user and setting a password
6. To get the confirmation URL do one of the following:
  - Receive the email with the link
  - Look in ~/rails/v2p0/log/development.log for a copy of it.
  - Get the confirmation_token from the database with:
    - select first_name, last_name, authentication_token from users;
  - The URL should be constructed to look like the following (where the final value is the authentication_token from the database):
    - http://localhost:4010/invitation_landing?token=caeO6HujcSTTcWjtWJiRFQ
7. Open the confirmation link, you should be redirected to MAPS (e.g. localhost:4000) and a user profile form should be displayed
  - If you get a too many redirects error then one of the following could be wrong:
    - You forgot to clear cookies at the start
    - You used one of the local identity user's email address for the invitation
  - In the browsers URL field you should see a very long URL which contains the CGI parameter return_to=http... (basically the V2 home page)
  - On the right hand side the form should be filled in with the user's name, etc.
  - Enter a password and confirmation password
  - Click button Save
  - You should be redirected to V2 and be logged in