Umbrella Cookbook

Version 1.3

I. Inhalt

II. General 3

III. Facilities. 4

A. ESRF, Entering the SMIS User Portal via Umbrella. 4

1. Go to the ESRF User Portal 4

2. Click on one of the encircled Umbrella links. 4

3. You are redirected to the Umbrella site. 4

4. Login to Umbrella. 5

5. Back to and login to the ESRF user portal 5

6. Check the login status. 5

B. ESRF, Logout from the User Portal when logged in via Umbrella. 6

1. You are logged in to ESRF User Portal with Umbrella. 6

2. Confirm that at present logout is not possible. 6

3. Go to Umbrella page. 6

4. Logout from Umbrella. 7

5. Refresh the ESRF User Portal 7

6. Finally, logout from the ESRF User Portal 7

C. ESRF, create an SMIS account. 8

1. Go to the ESRF User Portal 8

D. ESRF, link Umbrella to an existing SMIS account. 9

1. Go to the ESRF User Portal 9

2. On Umbrella you have two options. 9

3. Login to the ESRF User Portal 10

4. Link your ESRF User Portal account to your Umbrella account. 11

5. Check the result. 11

E. Create your Umbrella account from existing ESRF User Portal account (Umbrellify) 12

1. Login to the ESRF User Portal 12

2. Choose Umbrella account creation. 12

3. Create your Umbrella account. 13

4. Link your ESRF User Portal account to your Umbrella account. 13

5. Check login status. 14

F. De-activate or re-activate the link between your ESRF User Portal account and your Umbrella account  15

1. Login to the ESRF account. 15

2. De-activate / re-activate the link between the ESRF User Portal and Umbrella. 15

G. ILL entering the User Portal via Umbrella. 16

1. Go to the ILL User Portal 16

2. Click on SAML 2.0. 16

3. Choose UmbrellaID.org and click Login. 16

4. You are forwarded to the Umbrella login page. 17

5. Login at Umbrella. 17

6. You are redirected to the ILL CAS. 17

H. Link existing ILL User Portal account to Umbrella (onetime action) 18

1. Go to the ILL User Portal 18

2. Select Password and enter the ILL CAS credentials (Username and Password) 18

3. Click Login. 18

4. Click Account management. 18

5. Go to SAML2 Federations. 19

6. Go to Add a federation. 19

7. Choose UmbrellaID.org and click Login. 19

8. You are forwarded to the Umbrella site. 20

9. There are two possibilities: 20

10. You are redirected to the ILL CAS. 20

11. You are redirected to the Umbrella Login site. Error! Bookmark not defined.

12. Two Possibilities. Error! Bookmark not defined.

13. Redirect to the ILL CAS. Error! Bookmark not defined.

I. Deactivate the link between your Umbrella and your ILL User Portal account. 21

1. Go to the ILL User Portal 21

2. Select Password and enter the ILL CAS credentials (Username and Password) 21

3. Click Login. 21

4. Click Account management. 21

5. Go to SAML2 Federations. 22

6. Go to Delete a federation. 22

7. Choose UmbrellaID.org and click Delete. 22

 

 


 

II. General

 

One of the characteristic properties of Umbrella is that the central Umbrella is on top of the individual local web user-office systems (therefore its name). That means that the user has a central Umbrella account and individual local accounts, one for each facility the user wants to work at.

This determines also the registration procedure. The user first has to register at Umbrella and the user office accounts of choice and then links the Umbrella to these accounts (one-time action).

The ways this is done differs in the detail from facility to facility. Therefore, different cooking recipes are described below.

 


 

III. Facilities

A. ESRF, Entering the SMIS User Portal via Umbrella

Note: for that you need both, an SMIS account and an Umbrella account linked to the SMIS account (see xxxxx)

1. Go to the ESRF User Portal

2. Click on one of the encircled Umbrella links.

3. You are redirected to the Umbrella site


 

4. Login to Umbrella

Go to the middle of the page and log in by entering username and password. ‘Token’ is reserved for future applications and can be ignored at present.

5. Back to and login to the ESRF user portal

After logging in to Umbrella you will be automatically redirected and logged in to the ESRF user portal.

If you click on the Umbrella link and are already logged in to Umbrella you are automatically logged in to SMIS without being requested for input.

6. Check the login status

Hover your mouse pointer over the Umbrella icon at the top: you should read Logged in through Umbrella.


 

B. ESRF, Logout from the User Portal when logged in via Umbrella

1. You are logged in to ESRF User Portal with Umbrella

Click on the Umbrella link. You can use the Umbrella link either above the login boxes or on top of the page.

2. Confirm that at present logout is not possible

You will notice when hovering with the mouse pointer over the Sign out link at the top of the page that the logout is disabled (Sign out is crossed). Since you are logged in with Umbrella you cannot log out until you log out from Umbrella first. Otherwise each time that you return to the ESRF User Portal you will automatically be logged in again with your Umbrella account.

3. Go to Umbrella page

Fort that, click on the Umbrella icon at the top

4. Logout from Umbrella

Select the Logout link on the Umbrella page. Close the Umbrella window / tab in your browser afterwards.

 

5. Refresh the ESRF User Portal

Click on Home at the top of the page.

6. Finally, logout from the ESRF User Portal


 

C. ESRF, create an SMIS account

1. Go to the ESRF User Portal

Click I am a new user

Follow the instructions


 

D. ESRF, link Umbrella to an existing SMIS account

1. Go to the ESRF User Portal

Click on the Umbrella link. You can use the Umbrella link either above the login boxes or on top of the page.

2. On Umbrella you have two options

a)                 You do not yet have an Umbrella account

Click on Create Account on the left and follow the instructions. In conclusion, do not forget to click on Create Account (lower right). At the end you will be redirected to the ESRF User Portal.

 

b)                 You already have an Umbrella account

Log in with your existing Umbrella credentials. You will be redirected to the ESRF User Portal.

3. Login to the ESRF User Portal

Use your standard ESRF User Portal credentials


 

4. Link your ESRF User Portal account to your Umbrella account.

5. Check the result

Hover your mouse pointer over the Umbrella icon at the top: you should read Logged in through Umbrella


 

E. Create your Umbrella account from existing ESRF User Portal account (Umbrellify)

1. Login to the ESRF User Portal

Use your standard ESRF User Portal credentials

 

 

 

 

2. Choose Umbrella account creation

Hover your mouse pointer over the Umbrella icon at the top: you should read Upgrade to Umbrella. Click on this icon. You will be re-directed to the Umbrella.


 

3. Create your Umbrella account

Fill in the missing fields and click on Create Account. Once you have validated your account by clicking on the link supplied in the validation mail you will be re-directed to the ESRF User Portal.

4. Link your ESRF User Portal account to your Umbrella account.

In the ESRF User Portal you will directly see the link dialog.


 

5. Check login status

Hover your mouse pointer over the Umbrella icon at the top: you should read Logged in through Umbrella

 


 

F. De-activate or re-activate the link between your ESRF User Portal account and your Umbrella account

Note: Neither accounts are affected; only the link between the accounts is activated / de-activated

1. Login to the ESRF account

2. De-activate / re-activate the link between the ESRF User Portal and Umbrella

Click on Accounts -> My Account in the menu on top of the page.

Click on Use EAA: Yes for re-activation or No for de-activation of the link.

Click on: Save User Data afterwards to save your changes.


 

G. ILL entering the User Portal via Umbrella

1. Go to the ILL User Portal

https://clubng.ill.eu/cvng

2. Click on SAML 2.0

3. Choose UmbrellaID.org and click Login


 

4. You are forwarded to the Umbrella login page

 

 

5. Login at Umbrella

Enter your Umbrella credentials (Username and Password) and select Login. Token is for further developments and can be ignored.

6. You are redirected to the ILL Central Authentication Service (CAS)

7. You are redirected to and identified at the ILL user portal

 


 

H. Link existing ILL User Portal account to Umbrella (onetime action)

 

1. Go to the ILL Central Authentication Service

https://clubng.ill.eu/cvng

2. Select Password and enter the ILL CAS credentials (Username and Password)

3. Click Login

4. Click Account management


 

5. Go to SAML2 Federations

6. Go to Add a federation

7. Choose UmbrellaID.org and click Login


 

8. You are forwarded to the Umbrella site:

9. There are two possibilities:

a)                 You have an Umbrella account

Enter your Umbrella credentials (Username and Password) and select Login. Token is for further developments and can be ignored.

b)                 You do not yet have an Umbrella account

Select Create Account and follow the instructions

10. You are redirected to the ILL CAS

 


 

I. Deactivate the link between your Umbrella and your ILL User Portal account.

 

1. Go to the ILL Central Authentication Service

https://clubng.ill.eu/cvng

2. Select Password and enter the ILL CAS credentials (Username and Password)

3. Click Login

4. Click Account management


 

5. Go to SAML2 Federations

6. Go to Delete a federation

7. Choose UmbrellaID.org and click Delete