.. _Getting_Credentials_Data_Czar:

####################################################
Keys and Credentials for Data Transfers
####################################################

EdX transfers course data to the data czars at our partner institutions in
regularly generated data packages. Data packages can only be accessed by a
single contact at each university, referred to as the "data czar".

The data czar who is selected at each institution sets up keys for securely
transferring files from edX to the partner institution. Meanwhile, the
Analytics team at edX sets up credentials so that the data czar can log in to
the site where data packages are stored.

 .. image:: ../Images/Data_Czar_Initialization.png
  :alt: Flowchart of data czar creating public and private keys and sending the
      public key to edX, and of edX creating data storage credentials and
      encrypting those credentials with the public key before sending them to
      the data czar

After these steps for setting up credentials are complete, the data czar can
download data packages on an ongoing basis.

****************************************************************
Data Czar: Create Keys for Encryption and Decryption
****************************************************************

To assure the security of data packages, the edX Analytics team encrypts all
files before making them available to a partner institution. As a result, when
you receive a data package (or other files) from the edX Analytics team, you
must decrypt the files that it contains before you use them.

The cryptographic processes of encrypting and decrypting data files require
that you create a pair of keys: the public key in the pair is used to encrypt
data, and the corresponding private key is used to decrypt any files that have
been encrypted with the public key.

To create the keys needed for this encryption and decryption process, you use
GNU Privacy Guard (GnuPG or GPG). Essentially, you install a cryptographic
application on your local computer and supply your email address and a secret
passphrase (a password). 

.. important:: The email address that you supply when you create your keys must be your official email address at your edX partner institution.

The result is the public key that you send to edX to use in encrypting data
files for your institution, and the private key which you keep secret and use
to decrypt the encrypted files that you receive. Creating these keys is a one-
time process that you coordinate with your edX program manager. Instructions
for creating the keys on Windows or Macintosh follow.

For more information about GPG encryption and creating key pairs, see the
`Gpg4win Compendium`_.

.. _Gpg4win Compendium: http://www.gpg4win.org/doc/en/gpg4win-compendium.html

=====================
Create Keys: Windows
=====================

#. Go to the Gpg4win_ website and download the most recent version of Gpg4win.

#. Install Gpg4win and then open the Kleopatra Gpg4win application. A wizard
   presents a series of dialog boxes to collect information from you and 
   generate your public key (called a certificate in Kleopatra).
    
   a. When you are prompted to specify the type of key pair you want, click
      **Create personal OpenPGP key pair**.

   b.  When you are prompted for your email address, be sure to enter *your
       official university or institution email address*. EdX cannot use
       public keys that are based on personal or other non-official email
       addresses to encrypt data.

   c. When you are prompted for a passphrase, enter a strong passphrase. Be
      sure to remember your passphrase: you will use it to decrypt your data
      packages.

3. When Kleopatra presents the **Key Pair Successfully Created** dialog box,
   click **Send Certificate by EMail** to send the public key (and only the
   public key) to your edX program manager.

#. Optionally, click **Make a Backup Copy of Your Key Pair** to store both of
   the keys on a removable data storage device.

.. important:: Do not reveal your passphrase, or share your private key, with anyone else.

.. _Gpg4win: http://gpg4win.org/

=======================
Create Keys: Macintosh
=======================

#. Go to the `GPG Tools`_ website. Scroll down to the **GPG Suite** section of
   the page and click **Download GPG Suite**.

#. When the download is complete, click the .dmg file to begin the
   installation.

   When installation is complete, GPG Keychain Access opens a web page with
   `First Steps`_ and a dialog box.

#. Enter your name and email address. Be sure to enter *your official
   university or institution email address*. EdX cannot use public keys that
   are based on personal or other non-official email addresses to encrypt data.

#. Click **Generate key**. A dialog box opens to prompt you for a passphrase.

#. Enter a strong passphrase. Be sure to remember your passphrase: you will use
   it to decrypt your data packages.

#. To send only your public key to your edX program manager, click the key and
   then click **Export**. A dialog box opens.

  a. Specify a file name and location to save the file. 
     
  b. Make sure that **Format** is set to ASCII.
  
  c. Make sure that **Allow secret key export** is cleared.
  
  When you click **Save**, only the public key is saved in the resulting .asc
  file. Do not share your private key with edX or any third party.

7. Compose an e-mail message to your edX program manager. Attach the .asc
   file that you saved in the previous step to the message, then send the
   message.

.. _GPG Tools: https://gpgtools.org/
.. _First Steps: http://support.gpgtools.org/kb/how-to/first-steps-where-do-i-start-where-do-i-begin#setupkey

****************************************************************
EdX: Deliver Credentials for Accessing Data Storage
****************************************************************

The data packages that edX prepares for each partner organization are uploaded
to the Amazon Web Service (AWS) Simple Storage Service (Amazon S3). The edX
Analytics team creates an individual account to access this storage service for
each data czar. The credentials for accessing this account are called an Access
Key and a Secret Key.

After the edX Analytics team creates these access credentials for you, they use
the public encryption key that you sent your program manager to encrypt the
credentials into a **credentials.csv.gpg** file. The edX Analytics team then
sends the file to you as an email attachment.

The **credentials.csv.gpg** file is likely to be the first file that you
decrypt with your private GPG key. You use the same process to decrypt the data
package files that you retrieve from Amazon S3. See `Decrypt an Encrypted
File`_.

 .. image:: ../Images/Access_AmazonS3.png
  :alt: Flowchart of edX collecting files for the data package and then
      encrypting, compressing, and uploading them to Amazon S3 and of data czar
      decrypting access credentials, accessing S3 bucket, and then downloading,
      extracting, and decrypting data package files

.. _Decrypt an Encrypted File:

****************************************************************
Decrypt an Encrypted File
****************************************************************

To work with an encrypted .gpg file, you use the same GNU Privacy Guard program
that you used to create your public/private key pair. You use your private key
to decrypt the Amazon S3 credentials file and the files in your data packages.

#. Save the encrypted file in an accessible location. 

#. On a Windows computer, open Windows Explorer. On a Macintosh, open Finder.

#. Navigate to the file and right-click it. 
   
#. On a Windows computer, select **Decrypt and verify**, then click
   **Decrypt/Verify**. On a Macintosh, select **Services**, then click
   **OpenPGP: Decrypt File**.

#. Enter your passphrase. The GNU Privacy Guard program decrypts the file.
   
For example, when you decrypt the credentials.csv.gpg file the result is a
credentials.csv file. Open the decrypted credentials.csv file to see that it
contains your email address, your Access Key, and your Secret Key.

 .. image:: ../Images/AWS_Credentials.png
  :alt: A csv file, open in Notepad, with the Access Key value and the Secret Key value underlined

.. _Access Amazon S3:

****************************************************************
Access Amazon S3
****************************************************************

To connect to Amazon S3, you must have your decrypted credentials. You may want
to have a third-party tool that gives you a user interface for managing files
and transferring them from Amazon S3 to your network. Some data czars use
applications like CloudBerry Explorer for Amazon S3, Bucket Explorer, or S3
Browser. Alternatively, you can use the `AWS Command Line Interface`_.

#. Select and install a third-party tool or interface to manage your S3
   account.

#. Open your decrypted ``credentials.csv`` file. This file contains your AWS
   Access Key and your AWS Secret Key.

#. Open the third-party tool. In most tools, you set up information about the
   S3 account and then supply your Access Key and your Secret Key to connect to
   that account. For more information, refer to the documentation for the tool
   that you selected.

   Data package files are in the edX **course-data** and
   **edx-course-data** buckets. For information about the files that you
   download from Amazon S3, see :ref:`Package`.

.. _AWS Command Line Interface: http://aws.amazon.com/cli/

