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Enterprise deployment of RLCatalyst Research Gateway

Introduction

Welcome to the RLCatalyst Research Gateway deployment manual. This guide is designed to provide documentation for users who will be installing and administering and using the Research Gateway product.

What is Research Gateway

RLCatalyst Research Gateway is a solution built on AWS, and provides a self-service portal with cost and budget management that helps consume AWS resources for Scientific Research. It can be easily integrated into existing AWS customer accounts. It provides 1-Click AWS Service Catalog assets. budget management and data access with secure governance. Universities and Research Institutions can adopt this solution with minimal upfront investments. It is available in both SaaS and Enterprise models.

This is a cost-effective pre-built solution and packaged service offerings built on AWS. It supports both self hosting(Enterprise) and managed hosting(SaaS) options It is easy to deploy, consume, manage and extend. It provides easy budget and cost governance. It provides in-built security, based on AWS Best Practices It provides a pre-built catalog of products which are ready to use out of the box.

Planning for deployment

Research Gateway Architecture

image

1. Hardware Requirements

Virtual Machine Purpose Virtual Machine Spec
Role: Portal t2.large 2CPU, 8GB RAM, 100GB Disk
Role: DB (Option 2) AWS DocumentDB db.t3.large (dev) db.r5.large+ (prod)

2. Network Requirements

a. VPC
b. 3 Public Subnets
c. 3 Private Subnets
d. IGW
e. NAT Instance / NAT Gateway
f. Bastion Hosts
g. Appliation Load Balancer
h. Listener
i. ACM or External Certificates for SSL
j. Target Group

Create #2a - #2c above using the following quick-start:

Launch Stack

3. Software Requirements

Virtual Machine Purpose Software pre-requisites
Role: Portal Python, Docker 20.04+
Role: DB (Option 1) MongoDB MongoDB 3.6.23

The software above will be available pre-deployed on the AMI shared with you.

AWS Services required

  • AWS Cognito
  • Amazon S3
  • AWS CloudFormation
  • AWS DocumentDB

Installing the required 3rd party software

The following sofware needs to be installed on the Portal EC2 instance

Software Version
MongoDB 3.6.23
Docker 20.10.9

For your convenience we have created packer scripts which allow you to create the AMI in your account. If an AMI with the pre-requisites has been shared with you, you can skip this section.

Creating the AMI with pre-requisites.

You can create the AMI with pre-requisites yourself by following these steps:

  • Install packer
  • Create a Role and attach a policy which permits ECR and EC2 actions and Replace it in builders section
  • Export AWS Access Keys and Secret Keys
    • export AWS_ACCESS_KEY_ID="your_Access_Key"
    • export AWS_SECRET_ACCESS_KEY="your_Secret_Key"
    • export AWS_DEFAULT_REGION="Your_Region"
  • Download dump.tar.gz to your local rdeploy folder from s3://rg-deployment-docs
  • Run packer build package-rg.json.
  • packer build -var 'awsRegion=your_region' -var 'vpcId=your_VPCID' -var 'subnetId=your_SubnetID' packer-rg.json
  • At Run time pass VPCID, SubnetID, AWSRegion as variables declared in packer-rg.json
  • Note that AMI id from the output

Installing Research Gateway

  • Clone this repo on a machine that has AWS CLI configured with Default output format as JSON.
  • Run deploy.sh with the following parameters
Parameter# Purpose
Param 1 The AMI from which the EC2 instance that runs Research Gateway should be created
Param 2 Name of the S3 bucket to create which holds the CFT templates used in the Standard Catalog
Param 3 VPC Id of the VPC in which to launch the Research Gateway EC2 instance
Param 4 The Subnet1 in which to launch the Research Gateway DocumentDB
Param 5 The Subnet2 in which to launch the Research Gateway DocumentDB
Param 6 The Subnet3 in which to launch the Research Gateway DocumentDB
Param 7 The Key Pair to use for launching the EC2 Instance
Param 8 Choose the environment - one of PROD, STAGE, QA, DEV
Param 9 The URL at which the Research Gateway will be accessed. e.g. https://myrg.example.com
Param 10 The Target Group ARN to which the Portal EC2 instance should be added

Creating the first user

  • Connect to the EC2 instance using SSH or the SSM Session Manager from the AWS Console
  • Run the following command
    • create_rg_admin_user.sh
  • Enter the details prompted
    • First Name
    • Last Name
    • Email Id
  • Ensure you get a success message.
  • Check your email for an email with a verification link. You may need to check your spam folder for an email from no-reply@verificationemail.com
  • Click on the verification link in the email and change your password.
  • You can now access the Research Gateway at the URL (Param 9 above) with the email id and password.
  • Refer to the help pages for more details on using Research Gateway

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