diff --git a/docs/data_management/transfer/globus/gcp_install.md b/docs/data_management/transfer/globus/gcp_install.md index 48f8ffc6c..fb1015b8c 100644 --- a/docs/data_management/transfer/globus/gcp_install.md +++ b/docs/data_management/transfer/globus/gcp_install.md @@ -8,113 +8,102 @@ We do not cover Linux installation here; please refer to the official documentation if you need to install GCP on a Linux system. Below are the GCP installation instructions for Windows and MacOS: -- [Windows](#installing-gcp-on-windows) -- [MacOS](#installing-gcp-on-macos) + +=== "Windows" + The following steps will guide you to install Globus Connect Personal (GCP) on your computer running Windows. -## Installing GCP on Windows + 1. Navigate to the [Globus Connect Personal official page](https://www.globus.org/globus-connect-personal) and scroll down to find the GCP Windows version. Click on the "INSTALL NOW" button in the red box, as shown in the image below, to be taken to the official installation instructions and download link for GCP for Windows. The "INSTALL NOW" button is located below the text "Globus Connect Personal for Windows". -The following steps will guide you to install Globus Connect Personal (GCP) on your computer running Windows. + ![Globus Connect Personal official page showing operating system options with links. Windows is in the center of the three.](../images/go-gcp-install/win/001-select.png) -1. Navigate to the [Globus Connect Personal official page](https://www.globus.org/globus-connect-personal) and scroll down to find the GCP Windows version. Click on the "INSTALL NOW" button in the red box, as shown in the image below, to be taken to the official installation instructions and download link for GCP for Windows. The "INSTALL NOW" button is located below the text "Globus Connect Personal for Windows". + 1. Click the "Download Globus Connect Personal" link on the instructions page, as shown below. This will redirect you to the GCP for Windows installer. - ![Globus Connect Personal official page showing operating system options with links. Windows is in the center of the three.](../images/go-gcp-install/win/001-select.png) + ![Globus Connect Personal for Windows official instructions page with link to download GCP for Windows.](../images/go-gcp-install/win/002-instructions.png) -1. Click the "Download Globus Connect Personal" link on the instructions page, as shown below. This will redirect you to the GCP for Windows installer. + 1. As shown in the image below, click the "Download Globus Connect Personal for Windows" button to download the installer to download the installer to your computer. - ![Globus Connect Personal for Windows official instructions page with link to download GCP for Windows.](../images/go-gcp-install/win/002-instructions.png) + ![Download GCP Installer for Windows](../images/go-gcp-install/win/003-download.png) -1. As shown in the image below, click the "Download Globus Connect Personal for Windows" button to download the installer to download the installer to your computer. + 1. Find the installer on your computer and open it. Select where you would prefer to have your GCP installed and click the "Install" button. - ![Download GCP Installer for Windows](../images/go-gcp-install/win/003-download.png) + ![GCP installer window showing selected path and install button.](../images/go-gcp-install/win/004-select-path.png) -1. Find the installer on your computer and open it. Select where you would prefer to have your GCP installed and click the "Install" button. + Please note you must have administrator permissions, to do this. If you are unable to do so, you will need to contact the IT department responsible for managing your computer. - ![GCP installer window showing selected path and install button.](../images/go-gcp-install/win/004-select-path.png) + 1. When the installation is complete, click the "Finish" button to complete the GCP installation. - Please note you must have administrator permissions, to do this. If you are unable to do so, you will need to contact the IT department responsible for managing your computer. + ![Completing GCP Setup highlighting Finish button.](../images/go-gcp-install/win/005-finish.png) -1. When the installation is complete, click the "Finish" button to complete the GCP installation. + 1. Following installation, GCP will launch in a new window. If it does not, look for it in your Start Menu. - ![Completing GCP Setup highlighting Finish button.](../images/go-gcp-install/win/005-finish.png) + When GCP has started, click the "Log In" button to authenticate with Globus to begin the Collection setup process. This is a one-time setup to configure GCP to allow your machine to act as a Collection, enabling research data transfer with your computer. -1. Following installation, GCP will launch in a new window. If it does not, look for it in your Start Menu. + ![GCP Setup window with Log In button.](../images/go-gcp-install/win/006-authenticate.png) - When GCP has started, click the "Log In" button to authenticate with Globus to begin the Collection setup process. This is a one-time setup to configure GCP to allow your machine to act as a Collection, enabling research data transfer with your computer. + Note that if you uninstall and reinstall GCP, you will need to complete this process again. You should not need to repeat this process otherwise. - ![GCP Setup window with Log In button.](../images/go-gcp-install/win/006-authenticate.png) +=== "MacOS" - Note that if you uninstall and reinstall GCP, you will need to complete this process again. You should not need to repeat this process otherwise. + The following steps will guide you to install Globus Connect Personal (GCP) on your computer running MacOS. -1. Grant the required consents. This is required to set up your computer as a Collection. Also provide a name for your consents. We recommend choosing a name that is short, memorable, and related to the purpose for the Collection. + 1. Navigate to the [Globus Connect Personal official page](https://www.globus.org/globus-connect-personal) and scroll down to find the GCP MacOS version. Click on the "INSTALL NOW" button in the red box in the image below to be taken to the official installation instructions and download link for GCP for MacOS. The "INSTALL NOW" button is located below the text "Globus Connect Personal for Mac". - ![GCP Setup form with required consents and Collection name field.](../images/go-gcp-install/common/consents.png) + ![Globus Connect Personal official page showing operating system options with links. MacOS is the left of the three.](../images/go-gcp-install/mac/001-select.png) -1. Enter the details for your GCP Collection, and click save to continue. The following list describes the fields in the form shown below. + 1. Click the "Download Globus Connect Personal" link on the instructions page, as shown below. This will redirect you to the GCP for MacOS installer. - - **Owner Identity:** is the person responsible for this Collection. This field should already be filled with UAB Campus or XIAS email address. If not, please select that email address here. - - **Collection Name:** is the name for the Collection. This should be filled with the name of the Collection from the previous step. - - **Description:** Feel free to enter descriptive information about the Collection here. This information will be displayed in the Globus Web App when the Collection is viewed by others. - - **High Assurance:** Only check this box if the Collection has or will have PHI, HIPAA, or other protected data. If this is the case, please ensure that you have already completed a risk assessment with UAB Enterprise IT. + ![Globus Connect Personal for MacOS official instructions page with link to download GCP for MacOS.](../images/go-gcp-install/mac/002-instructions.png) - ![GCP Setup Collection details](../images/go-gcp-install/common/collection-details.png) - -1. GCP Setup is now complete on your computer. Your computer is now serving your new Globus Collection and may be used to transfer data. Click "Exit Setup" to close the window. - -1. After installation, locate your Windows System Tray. In it you should see a white lowercase letter "g" in a filled blue circle. If you do not, try finding the Globus Connect Personal application in your start menu and starting the application. - - ![GCP Icon in Windows system tray.](../images/go-gcp-install/win/009-system-tray-icon.png) - -By default your Documents folder (typically `C:/Users/%username%/Documents`) is listed in your new Globus Collection. To change it continue on with [How Do I Choose Specific Folders Using Globus Connect Personal?](../globus/gcp_setup.md#how-do-i-choose-specific-folders-to-share-using-globus-connect-personal). - -### Installing GCP on MacOS - -The following steps will guide you to install Globus Connect Personal (GCP) on your computer running MacOS. + 1. As shown in the image below, click the "Download Globus Connect Personal for MacOS" button to download the installer to download the installer to your computer. -1. Navigate to the [Globus Connect Personal official page](https://www.globus.org/globus-connect-personal) and scroll down to find the GCP MacOS version. Click on the "INSTALL NOW" button in the red box in the image below to be taken to the official installation instructions and download link for GCP for MacOS. The "INSTALL NOW" button is located below the text "Globus Connect Personal for Mac". + ![Download GCP Installer for Windows](../images/go-gcp-install/mac/003-download.png) - ![Globus Connect Personal official page showing operating system options with links. MacOS is the left of the three.](../images/go-gcp-install/mac/001-select.png) + 1. Find the installer on your computer and open it. A new window will pop-up asking you to drag the Globus Connect Personal app into the Application folder on your computer. Do so to install GCP. -1. Click the "Download Globus Connect Personal" link on the instructions page, as shown below. This will redirect you to the GCP for MacOS installer. + ![Copy Mac GCP App into the Applications Folder](../images/go-gcp-install/mac/004-install.png) - ![Globus Connect Personal for MacOS official instructions page with link to download GCP for MacOS.](../images/go-gcp-install/mac/002-instructions.png) + 1. When the above step is completed navigate to your Application folder and look for the "Globus Connect Personal" application. Open it to proceed. -1. As shown in the image below, click the "Download Globus Connect Personal for MacOS" button to download the installer to download the installer to your computer. + ![GCP application in the Applications Folder](../images/go-gcp-install/mac/005-application.png) - ![Download GCP Installer for Windows](../images/go-gcp-install/mac/003-download.png) + 1. When GCP has started, click on "Log In" to authenticate with Globus to begin the Collection setup process. This is a one-time setup to configure GCP to allow your machine to act as a Collection, enabling research data transfer with your computer. -1. Find the installer on your computer and open it. A new window will pop-up asking you to drag the Globus Connect Personal app into the Application folder on your computer. Do so to install GCP. + ![GCP Setup window with Log In button.](../images/go-gcp-install/mac/006-authenticate.png) - ![Copy Mac GCP App into the Applications Folder](../images/go-gcp-install/mac/004-install.png) + Note that if you uninstall and reinstall GCP, you will need to complete this process again. You should not need to repeat this process otherwise. -1. When the above step is completed navigate to your Application folder and look for the "Globus Connect Personal" application. Open it to proceed. +7\. Grant the required consents. This is required to set up your computer as a Collection. Also provide a name for your Collection. We recommend choosing a name that is short, memorable, and related to the purpose for the Collection. - ![GCP application in the Applications Folder](../images/go-gcp-install/mac/005-application.png) + ![GCP Setup form with required consents and Collection name field.](../images/go-gcp-install/common/consents.png) -1. When GCP has started, click on "Log In" to authenticate with Globus to begin the Collection setup process. This is a one-time setup to configure GCP to allow your machine to act as a Collection, enabling research data transfer with your computer. +8\. Enter the details for your GCP Collection, and click save to continue. The following list describes the fields in the form shown below. - ![GCP Setup window with Log In button.](../images/go-gcp-install/mac/006-authenticate.png) +- **Owner Identity:** is the person responsible for this Collection. This field should already be filled with UAB Campus or XIAS email address. If not, please select that email address here. +- **Collection Name:** is the name for the Collection. This should be filled with the name of the Collection from the previous step. +- **Description:** Feel free to enter descriptive information about the Collection here. This information will be displayed in the Globus Web App when the Collection is viewed by others. +- **High Assurance:** Only check this box if the Collection has or will have PHI, HIPAA, or other protected data. If this is the case, please ensure that you have already completed a risk assessment with UAB Enterprise IT. - Note that if you uninstall and reinstall GCP, you will need to complete this process again. You should not need to repeat this process otherwise. - -1. Grant the required consents. This is required to set up your computer as a Collection. Also provide a name for your Collection. We recommend choosing a name that is short, memorable, and related to the purpose for the Collection. - - ![GCP Setup form with required consents and Collection name field.](../images/go-gcp-install/common/consents.png) - -1. Enter the details for your GCP Collection, and click save to continue. The following list describes the fields in the form shown below. + ![GCP Setup Collection details](../images/go-gcp-install/common/collection-details.png) - - **Owner Identity:** is the person responsible for this Collection. This field should already be filled with UAB Campus or XIAS email address. If not, please select that email address here. - - **Collection Name:** is the name for the Collection. This should be filled with the name of the Collection from the previous step. - - **Description:** Feel free to enter descriptive information about the Collection here. This information will be displayed in the Globus Web App when the Collection is viewed by others. - - **High Assurance:** Only check this box if the Collection has or will have PHI, HIPAA, or other protected data. If this is the case, please ensure that you have already completed a risk assessment with UAB Enterprise IT. +9\. GCP Setup is now complete on your computer. Your computer is now serving your new Globus Collection and may be used to transfer data. Click "Exit Setup" to close the window. - ![GCP Setup Collection details](../images/go-gcp-install/common/collection-details.png) + +=== "Windows" + + 10. After installation, locate your Windows System Tray. In it you should see a white lowercase letter "g" in a filled blue circle. If you do not, try finding the Globus Connect Personal application in your start menu and starting the application. -1. GCP Setup is now complete on your computer. Your computer is now serving your new Globus Collection and may be used to transfer data. Click "Exit Setup" to close the window. + ![GCP Icon in Windows system tray.](../images/go-gcp-install/win/009-system-tray-icon.png) -1. After installation locate your MacOS notification, generally at the top-right of your display. In it you should see a white lowercase letter "g" in a fille black circle. + By default your Documents folder (typically `C:/Users/%username%/Documents`) is listed in your new Globus Collection. To change it continue on with [How Do I Choose Specific Folders Using Globus Connect Personal?](../globus/gcp_setup.md#how-do-i-choose-specific-folders-to-share-using-globus-connect-personal). + +=== "MacOS" + + 10. After installation locate your MacOS notification, generally at the top-right of your display. In it you should see a white lowercase letter "g" in a fille black circle. ![GCP Icon in MacOS notification area.](../images/go-gcp-install/mac/009-notification-area-icon.png) -By default the `/Users/` folder is listed in your new Globus Collection. To change it continue on with [How Do I Share Specific Folders Using Globus Connect Personal?](../globus/gcp_setup.md#how-do-i-choose-specific-folders-to-share-using-globus-connect-personal). + By default the `/Users/` folder is listed in your new Globus Collection. To change it continue on with [How Do I Share Specific Folders Using Globus Connect Personal?](../globus/gcp_setup.md#how-do-i-choose-specific-folders-to-share-using-globus-connect-personal). + + -If you have any questions or run into any issues, feel free to [Contact Us](../../../help/support.md#how-to-request-support). +If you have any questions or run into any issues, please [Contact Us](../../../help/support.md#how-to-request-support). diff --git a/docs/data_management/transfer/globus/globus_group_management.md b/docs/data_management/transfer/globus/globus_group_management.md index e5ae6648b..86dfd2e10 100644 --- a/docs/data_management/transfer/globus/globus_group_management.md +++ b/docs/data_management/transfer/globus/globus_group_management.md @@ -22,7 +22,7 @@ Below is a list of topics covered in this article. - [How Do I Make My Group Invite Only?](#how-do-i-make-a-group-invite-only) - [How Do I Hide My Group from Others?](#how-do-i-hide-a-group-from-others) - [How Do I Keep Members from Seeing Each Other?](#how-do-i-keep-group-members-from-seeing-each-other) - - [How Do I Delete a Group or Subgroup?](#how-do-i-delete-a-group-or-subgroup) + - [How Do I Delete a Group or Subgroup?](#how-do-i-delete-a-group-or-subgroup) - Managing Group Members and Roles - [How Do I Invite Others to a Group?](#how-do-i-invite-others-to-a-group) - [How Do I See Group Members?](#how-do-i-see-group-members) diff --git a/docs/data_management/transfer/globus/globus_individual_tutorial.md b/docs/data_management/transfer/globus/globus_individual_tutorial.md index d4bc52d2f..ff3228110 100644 --- a/docs/data_management/transfer/globus/globus_individual_tutorial.md +++ b/docs/data_management/transfer/globus/globus_individual_tutorial.md @@ -8,18 +8,26 @@ The resource below will teach you how to effectively use Globus for managing and Topics covered: -1. [Why Globus?](#why-globus) -1. [How Does Globus Work?](#how-does-globus-work) -1. [Prerequisites](#prerequisites) -1. [How Do I Get Onto the Globus Web App?](./login_to_globus.md#how-do-i-get-onto-the-globus-web-app) -1. [How Do I Search for Collections by Name?](#how-do-i-search-for-collections-by-name) -1. [How Do I Find UAB Storage Collections?](#how-do-i-find-uab-storage-collections) -1. [How Do I Find Collections Shared with Me?](#how-do-i-find-collections-shared-with-me) -1. [How Do I Transfer Data Between Collections?](#how-do-i-transfer-data-between-collections) - 1. [How Do I Transfer between a Collection and Cheaha?](#how-do-i-transfer-between-a-collection-and-cheaha) - 1. [How Do I Transfer between a Collection and LTS?](#how-do-i-transfer-between-a-collection-and-lts) - 1. [How Do I Transfer between LTS and Cheaha?](#how-do-i-transfer-between-lts-and-cheaha) -1. [How Do I Check Transfer Status?](#how-do-i-check-transfer-status) +- [Why Globus?](#why-globus) +- [How Does Globus Work?](#how-does-globus-work) +- [Prerequisites](#prerequisites) +- [How Do I Search for Collections by Name?](#how-do-i-search-for-collections-by-name) +- [How Do I Find UAB Storage Collections?](#how-do-i-find-uab-storage-collections) +- [How Do I Find Collections Shared With Me?](#how-do-i-find-collections-shared-with-me) +- [How Do I Transfer Data Between Collections?](#how-do-i-transfer-data-between-collections) + - [How Do I Transfer Between a Collection and Cheaha?](#how-do-i-transfer-between-a-collection-and-cheaha) + - [How Do I Transfer Between GCP Collections?](#how-do-i-transfer-between-gcp-collections) + - [How Do I Transfer Between a Collection and LTS?](#how-do-i-transfer-between-a-collection-and-lts) + - [How Do I Transfer Between LTS and Cheaha?](#how-do-i-transfer-between-lts-and-cheaha) +- [How Do I Check Transfer Status?](#how-do-i-check-transfer-status) +- [Transfer and Sync Options](#transfer-and-sync-options) + - [Common Errors](#common-errors) + - [More Information](#more-information) +- [Long-Term Storage S3 (LTS) Connector](#long-term-storage-s3-lts-connector) + - [Adding LTS Allocation Credentials](#adding-lts-allocation-credentials) + - [Data Must Be in Buckets](#data-must-be-in-buckets) + - [Buckets Must Have Globally Unique Names](#buckets-must-have-globally-unique-names) +- [Using Bookmarks in Globus](#using-bookmarks-in-globus) ## Why Globus? @@ -127,6 +135,7 @@ If you can't find a particular Collection this way, but know its name, try [sear This section outlines common data transfer scenarios between Globus Collections and Research Computing storage systems. - [Between a Collection and Cheaha](#how-do-i-transfer-between-a-collection-and-cheaha) +- [Between GCP collections](#how-do-i-transfer-between-gcp-collections) - [Between a Collection and LTS](#how-do-i-transfer-between-a-collection-and-lts) - [Between LTS and Cheaha](#how-do-i-transfer-between-lts-and-cheaha) @@ -170,9 +179,23 @@ From here you can proceed to other related tutorials to initiate other transfers [return to the index](#globus-for-individual-researchers). - [How Do I check transfer status?](#how-do-i-check-transfer-status) +- [How Do I Transfer Between GCP collections](#how-do-i-transfer-between-gcp-collections) - [How Do I Transfer Between a Collection and LTS?](#how-do-i-transfer-between-a-collection-and-lts) - [How Do I Transfer Between LTS and Cheaha?](#how-do-i-transfer-between-lts-and-cheaha) +### How Do I Transfer Between GCP Collections? + +GCP collections are local or personal collections created on your own computer (e.g laptops, desktops, workstations, or other self-managed systems), including cloud environments such as [Cloud.rc](../../../uab_cloud/index.md), using Globus Connect Personal (GCP). + +To transfer data between GCP collections, you must be a member of a Globus Subscription group. UAB Research Computing provides the "University of Alabama at Birmingham (HA)" subscription group. Joining this group enables transfers between GCP collections. + +Requirements and expectations for joining: + +- You must register using your `BlazerID@uab.edu` email address. +- You must provide a reason when submitting your membership request, please refer [how to join the UAB HA group](./globus_organization_tutorial.md#how-do-i-enable-collection-sharing-for-my-globus-account) page. +- Any GCP endpoints or collections you create must be marked as "High Assurance (HA)" at creation time if the Collection contains or will contain PHI, HIPAA‑regulated data, or other protected information. This setting cannot be changed later. If you have a standard GCP installation, you will need to reinstall the GCP software to enable HA. Please refer to our [GCP installation guide for enabling High Assurance (HA)](./gcp_install.md#how-to-install-globus-connect-personal-gcp) page. +- Only UAB employees (including graduate students) are eligible to join, in accordance with our Globus subscription terms. Users from other institutions (e.g XIAS users or external identities) are not eligible. + ### How Do I Transfer Between a Collection and LTS? diff --git a/docs/data_management/transfer/globus/globus_organization_tutorial.md b/docs/data_management/transfer/globus/globus_organization_tutorial.md index 825cc863c..d6082850f 100644 --- a/docs/data_management/transfer/globus/globus_organization_tutorial.md +++ b/docs/data_management/transfer/globus/globus_organization_tutorial.md @@ -6,15 +6,16 @@ If you are new to Globus, we recommend starting with our [Getting Started](./log Topics covered: -1. [Why Globus?](#why-globus) -1. [How Does Globus Work?](#how-does-globus-work) -1. [Prerequisites](#prerequisites) -1. [How Do I Get onto the Globus Web App?](#how-do-i-get-onto-the-globus-web-app) -1. [How Do I Find Collections I Created or Own?](#how-do-i-find-collections-i-created-or-own) -1. [How Do I Enable Sharing for My Globus Account?](#how-do-i-enable-collection-sharing-for-my-globus-account) -1. [How Do I Create a Collection?](#how-do-i-create-a-collection) -1. [How Do I Share a Collection with Others?](#how-do-i-share-a-collection-with-others) -1. [How Do I Share Data with a Research Core Customer?](#how-do-i-share-data-with-a-research-core-customer) +- [Why Globus?](#why-globus) +- [How Does Globus Work?](#how-does-globus-work) +- [Prerequisites](#prerequisites) +- [How Do I Get onto the Globus Web App?](#how-do-i-get-onto-the-globus-web-app) +- [How Do I Find Collections I Created or Own?](#how-do-i-find-collections-i-created-or-own) +- [How Do I Enable Sharing for My Globus Account?](#how-do-i-enable-collection-sharing-for-my-globus-account) +- [How Do I Create a Collection?](#how-do-i-create-a-collection) +- [How Do I Share a Collection with Others?](#how-do-i-share-a-collection-with-others) +- [How Do I Share Data with a Research Core Customer?](#how-do-i-share-data-with-a-research-core-customer) +- [Managing Guest Collections From a Globus Endpoint](#managing-guest-collections-from-a-globus-endpoint) ## Why Globus? diff --git a/docs/data_management/transfer/images/go-gcp-install/common/collection-details.png b/docs/data_management/transfer/images/go-gcp-install/common/collection-details.png index 154ba6fe3..ae8a433ec 100644 Binary files a/docs/data_management/transfer/images/go-gcp-install/common/collection-details.png and b/docs/data_management/transfer/images/go-gcp-install/common/collection-details.png differ diff --git a/docs/data_management/transfer/images/go-gcp-install/common/gcp-ha.png b/docs/data_management/transfer/images/go-gcp-install/common/gcp-ha.png new file mode 100644 index 000000000..36fb9b335 Binary files /dev/null and b/docs/data_management/transfer/images/go-gcp-install/common/gcp-ha.png differ