Difference between revisions of "Globus"

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[[Category:Software]][[Category:Transfer Data]]
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[[Category:Software]][[Category:File Management]]
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{|align=right
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  |__TOC__
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[https://www.globus.org/ Globus] is an easy-to-use, high-performance data transfer tool developed by the Computation Institute, the University of Chicago and Argonne National Laboratory. UF Research Computing has deployed Globus as one mechanism to facilitate data transfer to and from HiPerGator.
 
[https://www.globus.org/ Globus] is an easy-to-use, high-performance data transfer tool developed by the Computation Institute, the University of Chicago and Argonne National Laboratory. UF Research Computing has deployed Globus as one mechanism to facilitate data transfer to and from HiPerGator.
  
 
Globus uses a grid-FTP network which uses the power of multiple servers to simultaneously transfer data.
 
Globus uses a grid-FTP network which uses the power of multiple servers to simultaneously transfer data.
  
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UFRC maintains a managed Globus setup with multiple servers for the highest available bandwidth and filesystem throughput. The following managed endpoints are available at UFRC:
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UFRC maintains a managed Globus setup with multiple servers for the highest available bandwidth and filesystem throughput. The HPG managed endpoint is 'UFRC HiperGator'
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* Globus Version 4: 'ufrc#hpg2'
 
−
* Globsus Version 5: 'UFRC HiperGator
 
  
 +
[[File:Globus_v5_hpg_collection.png]]
 
= Getting Started =
 
= Getting Started =
 +
{{Note|At this time federated users can only upload data to HPG if a UF-based user creates a writable guest collection for them|warn}}
 
==Getting a Globus Account==
 
==Getting a Globus Account==
 
Globus will redirect you to UF GatorLink authentication when you log into [https://globus.org Globus.org]. If you created your globus.org account before Globus started using the new authentication you'll need to [https://docs.globus.org/how-to/link-to-existing/ link] your old globus @globusid.org account with your @ufl.edu account.
 
Globus will redirect you to UF GatorLink authentication when you log into [https://globus.org Globus.org]. If you created your globus.org account before Globus started using the new authentication you'll need to [https://docs.globus.org/how-to/link-to-existing/ link] your old globus @globusid.org account with your @ufl.edu account.
  
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==Logging in to Globus==
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==Sharing Data: Quick Start==
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Before you can use the Globus CLI on a given computer, you must log in to Globus using the <code>globus login</code> command on that computer. The command will print a URL (similar to the one below) in the shell:
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[[Image:compactglobus.png | frameless | right | upright=1.25]]
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<pre>
 
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$ globus login
 
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Please log into Globus here:
 
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---------------------------
 
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https://auth.globus.org/v2/oauth2/authorize?code_challenge=0dlql_6KJbguIncy3-NH
 
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0w8oBOXABa7DqvZ2O2K4bGs&state=_default&redirect_uri=https%3A%2F%2Fauth.globus.o
 
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rg%2Fv2%2Fweb%2Fauth-code&prefill_named_grant=login3.stampede2.tacc.utexas.edu&
 
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response_type=code&client_id=95fdeba8-fac2-42bd-a357-e068d82ff78e&scope=openid+
 
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profile+email+urn%3Aglobus%3Aauth%3Ascope%3Atransfer.api.globus.org%3Aall&code_
 
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challenge_method=S256&access_type=offline
 
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---------------------------
 
−
 
 
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Enter the resulting Authorization Code here:
 
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</pre>
 
−
 
 
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Copy the URL from the shell and visit that web page in a web browser on any computer. If you are not currently logged in to Globus on that computer, you will be asked to log in at this time. You may log in with your Globus ID or an ID from any organization, such as University of Florida.
 
−
 
 
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You will be taken to a page where an authorization code is displayed. Copy the code to your computer's clipboard.
 
−
 
 
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Paste the authorization code into the shell where you ran the "globus login" command, as a response to its prompt.
 
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<pre>
 
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Enter the resulting Authorization Code here: 1zIOeE6leaZpnk0Fxfmi1J8UauARmF
 
−
 
 
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You have successfully logged in to the Globus CLI as johnqpublic@globusid.org
 
−
 
 
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You can always check your current identity with
 
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  globus whoami
 
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Logout of the Globus CLI with
 
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  globus logout
 
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</pre>
 
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You will now be able to issue Globus CLI commands on this computer. You can check your Globus login status at any time with the command <code>globus whoami</code>.
 
−
 
 
−
 
 
−
==Sharing QuickStart==
 
 
If you just want to know how to share a directory on one of the HPG filesystems here is a very brief procedure:
 
If you just want to know how to share a directory on one of the HPG filesystems here is a very brief procedure:
 
* Go to [https://globus.org https://globus.org] and log in with your GatorLink credentials after choosing 'University of Florida' as the authentication provider.
 
* Go to [https://globus.org https://globus.org] and log in with your GatorLink credentials after choosing 'University of Florida' as the authentication provider.
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* Type of paste 'UFRC HiPerGator' into the collection search box.
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* Type or paste 'UFRC HiPerGator' into the collection search box.
 
* Type or paste the shortest path to the directory tree you want to be in E.g. '/blue/mygroup' or '/orange/mygroup' or the full path to the directory you want to share. You may have to give the 'Globus Application' permission to access files in your browser at this point.
 
* Type or paste the shortest path to the directory tree you want to be in E.g. '/blue/mygroup' or '/orange/mygroup' or the full path to the directory you want to share. You may have to give the 'Globus Application' permission to access files in your browser at this point.
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* Browse to the directory you want to share if you didn't paste the full path above.
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* Browse into the directory you want to share if you didn't paste the full path above.
 
* Click on the 'Share' menu item.
 
* Click on the 'Share' menu item.
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* Give the share a name and click on 'Create Collection'. A 'Shared Collection' is now set up, but nobody except you has access, yet.
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* Give the share a name and click on 'Create Collection'. A 'Shared Collection' is now set up, but nobody except you has access, yet! If you're having issues creating a collection, use the following link to proceed: [https://app.globus.org/file-manager/collections/5dbaf795-8a7e-4dca-91aa-6e10d610c2b3/shares?filter=%5B%5D Create New Collection].
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'''Note:''' Everyone you want to give permission via globus has to log into Globus first, so their Globus account would get created and they could tell you what it is.
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'''Note:''' Everyone you want to give permission via globus has to log into Globus first, so their Globus account would get created and they could tell you their globus identity (username).
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* To give globus user(s) permissions to read or write to that directory click on 'Permissions' > 'Add Permissions - Share With' icon and search for or type/paste a globus username.  
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* To give globus users permissions to read or write to that directory click on 'Permissions' > 'Add Permissions - Share With' icon and search for or type/paste a globus username.  
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* Choose Read, Write, or both as needed.  
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* Choose Read, Write, or both for the permission as appropriate.  
 
* Add a message that will be sent to the target user by email if you want.
 
* Add a message that will be sent to the target user by email if you want.
 
* Click on 'Add Permission' button.  
 
* Click on 'Add Permission' button.  
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''Do not change the path or switch from 'user - share with specific individuals'. If there is a 'Globus' group (we have to set up one if you really need multiple users in a single group) in existence then you can
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''Do not change the path or switch from 'user - share with specific individuals'. If there is a 'Globus' group (we have to set up one if you really need multiple users in a single group) in existence then you can use a group. Otherwise, do the sharing with particular globus users, which are not necessarily HiPerGator users, so don't confuse Globus users/groups with HPG users/groups.  
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use a group. Otherwise, do the sharing with particular globus users, which are not necessarily HiPerGator users, so don't confuse Globus users/groups with HPG users/groups.  
 
  
 
That's all!
 
That's all!
  
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==UFRC Globus Group==
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=Transferring Data=
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'''Note'''<nowiki>:</nowiki> this is not needed if you are transferring to a collection created under a managed endpoint. To be able to create shared end-points (see below) on your local computer if the transfer will be happening to a '''non-managed endpoint''' e.g. another local computer with a personal end-point you will need to have Globus Plus User status. To obtain that status please log into the [https://www.globus.org Globus Interface], click on ''Groups'' menu at the top and select ''Search For Groups''. Search for 'University of Florida Research Computing' and access request to the group. Once approved, you will have Globus Plus User status when running 'Globus Connect Personal' software on your local computer.
+
For extended instructions on transferring data using Globus, view instructions at [[Transfer Data with Globus]]
  
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==Globus Endpoints==
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==Introduction==
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Globus transfers files between two ''endpoints'' or shared collections created under the endpoints. An endpoint is one of the two file transfer locations – either the source or the destination – between which files can move. Once a resource (server, cluster, storage system, laptop, or other system) is defined as an endpoint, it will be available to authorized users who can transfer files to or from this endpoint.
+
A Globus transfer happens between two ''endpoints'' or a source and a target of a transfer. From the point of view of a user transferring data the endpoints are generally called 'Collections'. There are two levels of collections. One level defines a particular globus setup and is asociated with a computing resource such as a server, cluster, storage system, desktop, laptop, or other system globus is installed on. For example HiPerGator Globus set up has a 'Managed Collection' called 'UFRC HiPerGator' that allows you access to HPG filesystems you are authorized to access. An install of Globus Connect Personal on your laptop or desktop, on the other hand, would require setting up a 'Personal Collection' and giving it a name that can be searched for in the globus interface on [https://globus.org https://globus.org]. Since a personal system is only for your use the 'Personal Collection' is all you set up in a GCP install. However, under a 'Managed Collection' like 'UFRC HiPerGator' every user can set many 'Guest Collection' instances on their filesystem directories. The guest collections become endpoints for data transfers whether for you or for other globus users you give read or write access to.
  
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===UF Research Computing Endpoints===
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==UF Research Computing Globus Setup==
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The managed Globus endpoints for /home, /blue, and /orange filesystems are
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We manage a multi-server high-throughput Globus install on HiPerGator under the umbrella of a managed Globus collection named 'UFRC HiPerGator' that allows you to transfer data right away or to set up any number of guest collections on your directories in /home, /blue, and /orange filesystems. The 'UFRC HiPerGator' collection can be found by searching within the Globus File Explorer interface on [https://globus.org https://globus.org].
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* Globus Version 4: 'ufrc#hpg2'
 
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* Globsus Version 5: 'UFRC HiperGator
 
−
 
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A valid UF Research Computing account is required to access these endpoints. If you do not have a Research Computing account, you may [http://www.rc.ufl.edu/help/account-request/ request one here]. Please note that your username to activate a Globus endpoint is the same as the GatorLink username, and the password is the same as your GatorLink password. If you are having problems with your password, please submit a support request through the [http://helpdesk.ufl.edu/ UF Computing Help Desk].
 
  
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===Shared Collections===
+
A valid HiPerGator user account is required to access 'UFRC HiPerGator' collection directly. However, any globus user you authorized to access a guest collection created under 'UFRC HiPerGator' can transfer data to or from that shared collection without having a HPG account as they are identified by their globus ID that you gave a permission to access a guest collection to.  
−
UFRC users automatically have Globus Plus user status on UFRC managed endpoints, so they are able to create ''shared collections'', which do not require a Research Computing account to connect to, only a Globus user account. In this mode Globus acts as a secure high-performance equivalent of Dropbox and other similar services. See [https://docs.globus.org/how-to/share-files/ Globus Sharing documentation] to learn how to create shared collections.
 
  
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==Transferring Data==
+
If you do not have a Research Computing account, you may [http://www.rc.ufl.edu/help/account-request/ request one here]. Please note that your username and password to activate 'UFRC HiPerGator' collection are your GatorLink credentials. At this time Federated Users cannot directly access the 'UFRC HiPerGator' collection. If you are having problems with your password, please submit a support request through the [http://helpdesk.ufl.edu/ UF Computing Help Desk] or visit [https://account.it.ufl.edu/ https://account.it.ufl.edu/] for self-service e.g. to reset your GatorLink password.
−
To transfer data between two endpoints or shared collections, log in to your Globus account at [https://globus.org Globus.org]. In the Quick Links drop down, select Transfer Files. Enter the endpoint information and, if needed, authentication information for each endpoint. The example below, shows settings for a transfer between ufrc#go and the FSU Research Computing endpoint fsurc#lustre
 
−
[[File:Globus transfer.png|thumbnail]]
 
−
 
 
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After activating both endpoints, navigate to the folder and select the files to transfer and click the arrow corresponding to the direction of the transfer. The transfer will be scheduled and you will receive an email when the transfer has completed.
 
−
 
 
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==Advanced Transfer Options ==
 
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At the bottom of the transfer window, click the More Options link. The drop down will display advanced transfer options. Many of these are useful for file synchronization. There is also an option to encrypt the data transfer, an important option for sensitive data.
 
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===End-point activation time===
 
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The default end-point activation time is '''24 hrs'''. If your transfer is expected to take longer and you don't want to click on the link that will be sent to you in an email to re-activate the end-point then use the ''Advanced'' transfer options and change the activation time up to the maximum possible value of 168 hrs.
 
  
 
==Globus Connect Personal==
 
==Globus Connect Personal==
−
It is possible to transfer data to and from your own computer using the [https://www.globus.org/globus-connect-personal Globus Connect Personal Client]. Select Manage Endpoints from the Manage Data drop down, and click the add Globus Connect Personal. Name the endpoint and click the Generate Setup Key. Copy that key. Download and start the install process for the client for your operating system. When prompted, paste the Setup Key into the installation box.
+
Globus provides users with [https://www.globus.org/globus-connect-personal Globus Connect Personal] software they can use to set up a personal collection on their computing device (Windows, MacOS, Linux) for the purpose of performing data transfers from or to that device.
  
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To transfer data to and from your computer, the Globus Connect Personal client must be running. Select it as one of the endpoints for your transfer.
+
You will be asked to name a personal globus shared collection while instaling GCP. Once created, that collection can be found by name when searching within the Globus File Explorer interface on [https://globus.org https://globus.org]. Once run, GCP allows you to configure which directories on your personal device it has access to and what kind of access. Initially, only you can transfer data to or from a personal computing device running GCP. However, if you are a 'Globus Plus' user status, which all University of Florida members already have because UFRC has a Globus License, you can give access to your personal collection on your personal computing device running GCP to other Globus users by creating Shared Collections the way you would do it with a guest collection on HPG. Be very careful here to avoid mistakes while giving other people access to files on your personal computing device using this functionality. See [https://globus.stanford.edu/client/plus.html Client Plus] for a nice write-up on this functionality.
  
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==Additional information==
+
Once GCP is running and configured you will use the Globus File Explorer interface at [https://globus.org https://globus.org] for making transfers using your personal collection presented by the GCP instance on your device. Think of GCP as a personal 'Globus Server' and https://globus.org as the interface for making transfers.
−
For additional support information, please see the [https://support.globus.org/home Globus Support Site], especially the [https://docs.globus.org/how-to/ How To Guides] and [https://docs.globus.org/faq/ FAQs].
 
  
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==Transfer Scenarios==
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===Automation===
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Let's consider a few hypothetical transfer of data scenarios. In cases involving more than one user it's necessary to know the Globus username of the remote user.
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You can automate Globus transfers to avoid having to run GCP personally. See [https://docs.globus.org/how-to/automate-with-service-account/ https://docs.globus.org/how-to/automate-with-service-account/] for details. Let us know if you run into any issues.
  
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===Managed End-Point Transfer between UFRC and a remote site===
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===UFRC Globus Group===
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;Note: We'll call a Research Computing user ''RCUser'' for brevity. The sender or a receiver on the other name will be called Remote_User.
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'''Note'''<nowiki>:</nowiki> this step is not needed if you are only creating and using guest collections created under a managed 'UFRC HiPerGator' collection! This is only needed for creating shared collections on your personal computing device running GCP!
  
−
Scenario 1: RCUser has an account at the remote site.
+
To be able to create shared end-points (see below) on your local computer running GCP, if the transfer will be made to a '''non-managed endpoint''' e.g. another local computer with a personal end-point and you are not a University of Florida member you need to have Globus Plus User status. To obtain that status please log into the [https://www.globus.org Globus Interface], click on ''Groups'' menu at the top and select ''Search For Groups''. Search for 'University of Florida Research Computing' and access request to the group. Once approved, you will have Globus Plus User status when running 'Globus Connect Personal' software on your local computer.
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* RCUser logs into [https://www.globus.org/app/transfer Globus]
 
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* RCUser authenticates against managed endpoints on both ends like <code>ufrc#hpg2</code> for /blue at UFRC.
 
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* RCUser starts a transfer
 
  
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Scenario 2: RCUser does not have a remote account. There is a collaborator (RemoteUser) on the other end. Remote site '''has''' a Globus Subscription.
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Direct link to the groups form: [https://app.globus.org/groups https://app.globus.org/groups]
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* Remote_User logs into [https://www.globus.org/app/transfer Globus] and creates a shared Globus end-point (shared directory) on their storage
 
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and gives write access to the RCUser
 
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* RCUser logs into [https://www.globus.org/app/transfer Globus]
 
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* RCUser authenticates against <code>ufrc#hpg2</code> for /blue at UFRC and against the shared end-point on the remote end.
 
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* RCUser starts a transfer
 
  
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Scenario 3: RCUser does not have a remote account. There is a collaborator (RemoteUser) on the other end. Remote site '''does not''' have a Globus Subscription.
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===Globus CLI===
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* RCUser logs into [https://www.globus.org/app/transfer Globus] and creates a shared Globus end-point (shared directory) within <code>ufrc#hpg2</code> and
+
If you need to initiate Globus transfers from the command line e.g. as a part of a workflow you may want to use the [https://docs.globus.org/cli/ Globus Command-Line Interface (CLI)]. However, before you can initiate globus transfers with the Globus CLI on a given computer, you will have to log in to Globus using the <code>globus login</code> command. If you're in an X11 environment a web browser will be started for you to perform authentication. This happens if you're, for example, are in a terminal in OnDemand console or desktop session and run
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and gives read access to the Remote_User.
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$ module load globus
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* Remote_User logs into [https://www.globus.org/app/transfer Globus]
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$ globus login
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* Remote_User authenticates against the managed end-point on the remote end and against the shared end-point created by RCUser.
 
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* Remote_User starts a transfer
 
  
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;Note:
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If you're in a 'headless' environment where GUI programs cannot run use the --no-local-server argument.
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To transfer from a remote site to UFRC reverse the sequence in scenarios 2 and 3.
 
  
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===Personal End-Point Transfers===
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Example:
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Since UFRC has a Globus Subscription our users who requested access to the "University of Florida Research Computing" Globus group can create Shared End-Points using [https://www.globus.org/globus-connect-personal Globus Connect Personal] running a local computer instead of within <code>ufrc#hpg2</code> managed end-point at UFRC. The following scenarios are useful when transferring data not hosted on HiPerGator.
 
  
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Scenario 1: RCUser receives data from a Remote User at an external entity, which '''does not''' have a Globus Subscription
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<pre>
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* RCUser runs [https://www.globus.org/globus-connect-personal Globus Connect Personal]
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$ globus login --no-local-server
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* RCUser creates a shared end-point on the local desktop pointing either to internal or attached (e.g. USB Drive) storage and gives write access to the Remote User.
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Please log into Globus here:
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* Remote_User either logs into [https://www.globus.org/app/transfer Globus] and authenticates against their managed end-point or a local end-point created with [https://www.globus.org/globus-connect-personal Globus Connect Personal] as well as against the shared end-point created by RCUser.
+
---------------------------
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* Remote_User transfers data to RCUser's shared end-point.
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https://auth.globus.org/v2/oauth2/authorize?code_challenge=0dlql_6KJbguIncy3-NH
 +
0w8oBOXABa7DqvZ2O2K4bGs&state=_default&redirect_uri=https%3A%2F%2Fauth.globus.o
 +
rg%2Fv2%2Fweb%2Fauth-code&prefill_named_grant=login3.stampede2.tacc.utexas.edu&
 +
response_type=code&client_id=95fdeba8-fac2-42bd-a357-e068d82ff78e&scope=openid+
 +
profile+email+urn%3Aglobus%3Aauth%3Ascope%3Atransfer.api.globus.org%3Aall&code_
 +
challenge_method=S256&access_type=offline
 +
---------------------------
  
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Scenario 2: RCUser receives data from a Remote User at an external entity, which '''has''' have a Globus Subscription or Globus Plus User status.
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Enter the resulting Authorization Code here:
−
* Remote User either logs into [https://www.globus.org/app/transfer Globus] and authenticates against their managed end-point or a local end-point created with [https://www.globus.org/globus-connect-personal Globus Connect Personal].
+
</pre>
−
* Remote User creates a shared end-point on their end and gives ''read'' access to RCUser.
 
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* RCUser runs [https://www.globus.org/globus-connect-personal Globus Connect Personal] and creates a local end-point on the local computer pointing either to internal or attached (e.g. USB Drive) storage.
 
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* RCUser logs into [https://www.globus.org/app/transfer Globus] and authenticates against their local end-point created with [https://www.globus.org/globus-connect-personal Globus Connect Personal] and against the remote shared end-point created by Remote User.
 
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* RCUser transfers data to RCUser's local end-point.
 
  
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Reverse the scenarios for transfers from a local end-point to a remote end-point.
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Copy the URL from the shell and visit that web page in a web browser on any computer. If you are not currently logged in to Globus on that computer, you will be asked to log in at this time. You may log in with your Globus ID or an ID from any organization, such as University of Florida.
  
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==Globus Transfer Walkthrough==
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You will be taken to a page where an authorization code is displayed. Copy the code to your computer's clipboard.
−
Let's consider a hypothetical scenario in which two people - Alice and Bob need to conduct a data transfer from an external system to HiPerGator or vice versa. Alice works at UF and has a HiPerGator account while Bob is an external collaborator or vendor without a HiPerGator account. Alice is in a group called topresearch. The first question they need to do is log into [https://globus.org https://globus.org] and tell each other their Globus usernames. Since Alice is at UF she can choose 'University of Florida' on the login screen and use her GatorLink credentials to log in. Bob can use their institution's credentials if possible or create a new free globus.org account. Next,
 
  
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;Alice
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Paste the authorization code into the shell where you ran the "globus login --no-local-server" command, as a response to its prompt.
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* Log into https://globus.org with your GatorLink credentials.
+
<pre>
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* Activate ufrc#hpg2 collection with your GatorLink credentials.
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Enter the resulting Authorization Code here: 1zIOeE6leaZpnk0Fxfmi1J8UauARmF
−
* Browse to /blue/topresearch/share or type it into the ‘Path’ field. Substitute for your own group name, of course.
 
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* Create a directory for data intake by clicking on ‘New Folder’. For example  we'll use an 'incoming' directory.
 
  
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;Bob
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You have successfully logged in to the Globus CLI as johnqpublic@globusid.org
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* Log into https://globus.org with your existing globus account credentials, your institutional credentials if your organization has a Globus license, or create a free globus.org account  if you don’t have any.
 
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* If your organization has a Globus server follow the same collection activation and browsing to the data folder steps listed for Alice. If you don't have a Globus server you'll have to use [https://www.globus.org/globus-connect-personal Globus Connect Personal] on the machine that has a connection to a drive with data
 
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* During the download you create a personal collection (also called an endpoint), which is your personal globus address for your Globus Connect Personal installation. [https://app.globus.org/file-manager/gcp Click here to create a Globus Connect Personal collection].
 
−
* Once you start GCP go into preferences and add the path to the directory with data to a list of permitted paths, so Globus would have permissions to read or write your data to or from a particular folder as necessary. Add as many paths as you need.
 
  
−
Since Alice and Bob shared their usernames they can set up a transfer in either direction at this point. Will the data be transferred by Bob or by Alice i.e. who will push the button and who needs to give that person a permission to access their data? If Bob is responsible for the transfer then Alice needs to give him write access to the 'incoming' directory or read access to a directory with data.
+
You can always check your current identity with
 +
  globus whoami
  
−
* Transfer-in i.e. write access: Alice has to browse inside the 'incoming' directory in globus transfer application (globus.org), click on the 'Share' button once inside the incoming directory, put in Bob's globus username, and select ‘write’ in permissions. Give the share a name and tell Bob what the name is. At that point everything is set and Bob can connect to that share and start a transfer.
+
Logout of the Globus CLI with
−
* Transfer-out i.e. read access: Alice can browse to any directory with data in globus transfer application after activating ufrrc#hpg2 collection, click on the 'Share' button once inside that directory, give the new share a name, put in Bob's globus username, and select 'read' in permissions. Bob can now connect to that share and transfer data over to his system.
+
  globus logout
 +
</pre>
 +
You will now be able to issue Globus CLI commands on this computer. You can check your Globus login status at any time with the command <code>globus whoami</code>.

Latest revision as of 14:14, 31 January 2024

Globus is an easy-to-use, high-performance data transfer tool developed by the Computation Institute, the University of Chicago and Argonne National Laboratory. UF Research Computing has deployed Globus as one mechanism to facilitate data transfer to and from HiPerGator.

Globus uses a grid-FTP network which uses the power of multiple servers to simultaneously transfer data.

UFRC maintains a managed Globus setup with multiple servers for the highest available bandwidth and filesystem throughput. The HPG managed endpoint is 'UFRC HiperGator'

Globus v5 hpg collection.png

Getting Started

At this time federated users can only upload data to HPG if a UF-based user creates a writable guest collection for them

Getting a Globus Account

Globus will redirect you to UF GatorLink authentication when you log into Globus.org. If you created your globus.org account before Globus started using the new authentication you'll need to link your old globus @globusid.org account with your @ufl.edu account.

Sharing Data: Quick Start

Compactglobus.png

If you just want to know how to share a directory on one of the HPG filesystems here is a very brief procedure:

  • Go to https://globus.org and log in with your GatorLink credentials after choosing 'University of Florida' as the authentication provider.
  • Type or paste 'UFRC HiPerGator' into the collection search box.
  • Type or paste the shortest path to the directory tree you want to be in E.g. '/blue/mygroup' or '/orange/mygroup' or the full path to the directory you want to share. You may have to give the 'Globus Application' permission to access files in your browser at this point.
  • Browse into the directory you want to share if you didn't paste the full path above.
  • Click on the 'Share' menu item.
  • Give the share a name and click on 'Create Collection'. A 'Shared Collection' is now set up, but nobody except you has access, yet! If you're having issues creating a collection, use the following link to proceed: Create New Collection.

Note: Everyone you want to give permission via globus has to log into Globus first, so their Globus account would get created and they could tell you their globus identity (username).

  • To give globus users permissions to read or write to that directory click on 'Permissions' > 'Add Permissions - Share With' icon and search for or type/paste a globus username.
  • Choose Read, Write, or both for the permission as appropriate.
  • Add a message that will be sent to the target user by email if you want.
  • Click on 'Add Permission' button.

Do not change the path or switch from 'user - share with specific individuals'. If there is a 'Globus' group (we have to set up one if you really need multiple users in a single group) in existence then you can use a group. Otherwise, do the sharing with particular globus users, which are not necessarily HiPerGator users, so don't confuse Globus users/groups with HPG users/groups.

That's all!

Transferring Data

For extended instructions on transferring data using Globus, view instructions at Transfer Data with Globus

Introduction

A Globus transfer happens between two endpoints or a source and a target of a transfer. From the point of view of a user transferring data the endpoints are generally called 'Collections'. There are two levels of collections. One level defines a particular globus setup and is asociated with a computing resource such as a server, cluster, storage system, desktop, laptop, or other system globus is installed on. For example HiPerGator Globus set up has a 'Managed Collection' called 'UFRC HiPerGator' that allows you access to HPG filesystems you are authorized to access. An install of Globus Connect Personal on your laptop or desktop, on the other hand, would require setting up a 'Personal Collection' and giving it a name that can be searched for in the globus interface on https://globus.org. Since a personal system is only for your use the 'Personal Collection' is all you set up in a GCP install. However, under a 'Managed Collection' like 'UFRC HiPerGator' every user can set many 'Guest Collection' instances on their filesystem directories. The guest collections become endpoints for data transfers whether for you or for other globus users you give read or write access to.

UF Research Computing Globus Setup

We manage a multi-server high-throughput Globus install on HiPerGator under the umbrella of a managed Globus collection named 'UFRC HiPerGator' that allows you to transfer data right away or to set up any number of guest collections on your directories in /home, /blue, and /orange filesystems. The 'UFRC HiPerGator' collection can be found by searching within the Globus File Explorer interface on https://globus.org.

A valid HiPerGator user account is required to access 'UFRC HiPerGator' collection directly. However, any globus user you authorized to access a guest collection created under 'UFRC HiPerGator' can transfer data to or from that shared collection without having a HPG account as they are identified by their globus ID that you gave a permission to access a guest collection to.

If you do not have a Research Computing account, you may request one here. Please note that your username and password to activate 'UFRC HiPerGator' collection are your GatorLink credentials. At this time Federated Users cannot directly access the 'UFRC HiPerGator' collection. If you are having problems with your password, please submit a support request through the UF Computing Help Desk or visit https://account.it.ufl.edu/ for self-service e.g. to reset your GatorLink password.

Globus Connect Personal

Globus provides users with Globus Connect Personal software they can use to set up a personal collection on their computing device (Windows, MacOS, Linux) for the purpose of performing data transfers from or to that device.

You will be asked to name a personal globus shared collection while instaling GCP. Once created, that collection can be found by name when searching within the Globus File Explorer interface on https://globus.org. Once run, GCP allows you to configure which directories on your personal device it has access to and what kind of access. Initially, only you can transfer data to or from a personal computing device running GCP. However, if you are a 'Globus Plus' user status, which all University of Florida members already have because UFRC has a Globus License, you can give access to your personal collection on your personal computing device running GCP to other Globus users by creating Shared Collections the way you would do it with a guest collection on HPG. Be very careful here to avoid mistakes while giving other people access to files on your personal computing device using this functionality. See Client Plus for a nice write-up on this functionality.

Once GCP is running and configured you will use the Globus File Explorer interface at https://globus.org for making transfers using your personal collection presented by the GCP instance on your device. Think of GCP as a personal 'Globus Server' and https://globus.org as the interface for making transfers.

Automation

You can automate Globus transfers to avoid having to run GCP personally. See https://docs.globus.org/how-to/automate-with-service-account/ for details. Let us know if you run into any issues.

UFRC Globus Group

Note: this step is not needed if you are only creating and using guest collections created under a managed 'UFRC HiPerGator' collection! This is only needed for creating shared collections on your personal computing device running GCP!

To be able to create shared end-points (see below) on your local computer running GCP, if the transfer will be made to a non-managed endpoint e.g. another local computer with a personal end-point and you are not a University of Florida member you need to have Globus Plus User status. To obtain that status please log into the Globus Interface, click on Groups menu at the top and select Search For Groups. Search for 'University of Florida Research Computing' and access request to the group. Once approved, you will have Globus Plus User status when running 'Globus Connect Personal' software on your local computer.

Direct link to the groups form: https://app.globus.org/groups

Globus CLI

If you need to initiate Globus transfers from the command line e.g. as a part of a workflow you may want to use the Globus Command-Line Interface (CLI). However, before you can initiate globus transfers with the Globus CLI on a given computer, you will have to log in to Globus using the globus login command. If you're in an X11 environment a web browser will be started for you to perform authentication. This happens if you're, for example, are in a terminal in OnDemand console or desktop session and run 

$ module load globus
$ globus login

If you're in a 'headless' environment where GUI programs cannot run use the --no-local-server argument.

Example: 

$ globus login --no-local-server
Please log into Globus here:
---------------------------
https://auth.globus.org/v2/oauth2/authorize?code_challenge=0dlql_6KJbguIncy3-NH
0w8oBOXABa7DqvZ2O2K4bGs&state=_default&redirect_uri=https%3A%2F%2Fauth.globus.o
rg%2Fv2%2Fweb%2Fauth-code&prefill_named_grant=login3.stampede2.tacc.utexas.edu&
response_type=code&client_id=95fdeba8-fac2-42bd-a357-e068d82ff78e&scope=openid+
profile+email+urn%3Aglobus%3Aauth%3Ascope%3Atransfer.api.globus.org%3Aall&code_
challenge_method=S256&access_type=offline
---------------------------

Enter the resulting Authorization Code here:

Copy the URL from the shell and visit that web page in a web browser on any computer. If you are not currently logged in to Globus on that computer, you will be asked to log in at this time. You may log in with your Globus ID or an ID from any organization, such as University of Florida.

You will be taken to a page where an authorization code is displayed. Copy the code to your computer's clipboard.

Paste the authorization code into the shell where you ran the "globus login --no-local-server" command, as a response to its prompt. 

Enter the resulting Authorization Code here: 1zIOeE6leaZpnk0Fxfmi1J8UauARmF

You have successfully logged in to the Globus CLI as johnqpublic@globusid.org

You can always check your current identity with
  globus whoami

Logout of the Globus CLI with
  globus logout

You will now be able to issue Globus CLI commands on this computer. You can check your Globus login status at any time with the command globus whoami.

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