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wwarriner merged 10 commits into from
Jun 5, 2026
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Transfer between two GCP collections using Globus #1219

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a64ff8e
add high assurance gcp setup screenshot
bdu-birhanu May 1, 2026
daed2a8
add how i transfer between gcp collections
bdu-birhanu May 1, 2026
9217761
add steps for enabling HA for GCP endpoints
bdu-birhanu May 13, 2026
6b5932a
Fix formatting and typo
bdu-birhanu May 13, 2026
564101d
fix typo and formatting in table of contents
bdu-birhanu May 19, 2026
30fbe07
fix typo in globus for individual
bdu-birhanu May 19, 2026
6ae6aef
hide personal info on screenshots
bdu-birhanu May 21, 2026
28390b1
fix typo and formatting
bdu-birhanu May 21, 2026
07af0fc
fix cloudrc link
bdu-birhanu May 21, 2026
8f451c0
organized the globus installation using tab sections
bdu-birhanu May 26, 2026
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123 changes: 56 additions & 67 deletions docs/data_management/transfer/globus/gcp_install.md
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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)
<!-- markdownlint-disable MD046 -->
=== "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)
<!-- markdownlint-disable MD046 -->
=== "Windows"
<!-- markdownlint-disable MD029 -->
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).
<!-- markdownlint-enable MD029 -->
=== "MacOS"
<!-- markdownlint-disable MD029 -->
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).

<!-- markdownlint-enable MD046 -->

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).
2 changes: 1 addition & 1 deletion docs/data_management/transfer/globus/globus_group_management.md
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Expand Up @@ -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)
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