Fundraising/techops/procedures/users-departing user offboarding checklist

== Departing User Procedure / Checklist ==
When removing a user from the fundraising / fr-tech ecosystem, we have a set of places where we need to remove accounts and access.
=== Prerequisites ===
Before we take action to remove a user, we need to verify that they have departed. This should come as a confirmation from their manager and tracked as a phabricator ticket.
==== [ ] user_verification ====
 [ ] access_rights: letter from manager verifying revocation of access or ITS Okta offboarding email
 [ ] account name/contact info: removed from https://collab.wikimedia.org/wiki/Fundraising#Contact_List
=== User Data and Processes===
==== Data to be retained ====
 Relates only to data on residing fundraising systems
 [ ] Identify any data the user has created or used that needs to be retained. This may affect account removal but should not affect deactivation.
 [ ] Archive off any data that should be retained
 [ ] Remove other data associated with the user (ie, scratch databases, etc)
==== Processes running under the user's account ====
 Relates only to processes executing on fundraising systems
 [ ] Identify any business essential processes running as the user
 [ ] Identify any business essential processes running from within the user's data locations (ie homedir scripts, cron jobs, etc.)
 [ ] Transfer any business essential processes to a new user or service account
 [ ] Remove any cronjobs or ongoing process executions tied to the user
=== Accounts and Services ===
==== [ ] user account ====
 Shell account specifically
 [ ] account_setup:
 [ ] Mark the user as _ensure: 'absent'_ in the users.yaml file.
 [ ] Remove the user entries in the group_members.yaml file as appropriate.
 [ ] Push out puppet changes.
 [ ] Remove the user principal from kerberos as appropriate.
==== [ ] client_ssl_cert ====
 Provides access to multiple services
 [ ] Revoke the cert on frpm1001 using: ssl_user_admin revoke username
 [ ] Check in the updated CRL to puppet-private
 [ ] Push out puppet changes.
==== [ ] yubikey ====
 Just covering fundraising systems. ITS handles use of yubikey with any other systems
 [ ] Remove the user entry in puppet-private/manifests/passwords/yubico.pp
 [ ] Push out the puppet changes.
==== [ ] ssh ====
 Only related to fundraising systems
 [ ] Remove ssh public key file from puppet-private/secrets/ssh/default/$username
 [ ] Push out the puppet changes.
==== [ ] mysql ====
 Requires: useraccount, yubikey, ssh
 [ ] account_setup
 [ ] Mark user as 'remove' => 1, in appropriate grant files
 [ ] For cleanliness you can remove user from all rights blocks on dbs.
 [ ] Run the grant script to get the grants.
 [ ] Copy/paste to execute the grants or run the grants on the appropriate primary db
 [ ] user_data
 [ ] Determine if there are any user specific dbs that need retention
 [ ] Archive off any dbs that are no longer needed with expiration set
==== [ ] civicrm ====
 Requires: client_ssl_cert
 [ ] Change user account to Blocked
 [ ] Remove from any campaign notifications.
 [ ] Check using: mysql drupal -e "select * from wmf_campaigns_campaign;"
 [ ] Remove using mysql or https://civicrm.wikimedia.org/admin/config/wmf_campaigns/list
 [ ] Remove from large donantion notifications.
 [ ] Remove using https://civicrm.wikimedia.org/admin/config/large_donation/configure
==== [ ] superset ====
 Requires: client_ssl_cert
 [ ] account_setup
 [ ] Mark user account as inactive
 [ ] archive_access
 [ ] Remove from google drive archive group. https://drive.google.com/drive/folders/0ADWGPlZtksGdUk9PVA
==== [ ] failmail / email lists ====
 fr-tech-failmail (possibly others)
 [ ] Production lists
 [ ] Remove from list in production private puppet repo
 [ ] Push out change
 [ ] Fail Mail
 [ ] grep the puppet repo for instances of the user's account
 [ ] Remove instances
 [ ] Push out change
 [ ] civicrm
 [ ] Remove from civicrm failmail recipients
 https://civicrm.wikimedia.org/admin/config/wmf_common/configure
==== [ ] jupyter ====
 Requires: useraccount, yubikey, ssh
 [ ] remove user port mapping in hieradata/hostname/fran1001.yaml
 [ ] remove user password mapping in manifests/passwords/jupyter.pp
==== [ ] Repository reviewer ====
 [ ] Remove from the necessary fundraising repos notifications: https://www.mediawiki.org/wiki/Git/Reviewers
==== [ ] Payment processor console accounts ====
 Some processors have multiple consoles
 [ ] acoustic
 [ ] adyen
 [ ] apple
 [ ] braintree
 [ ] dlocal
 [ ] ingenico
 [ ] paypal