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Galaxy and Globus Intro Tutorial

This tutorial shows how to transfer files from your NC State Google Drive into Galaxy using Globus. You will prepare your Galaxy account, connect Globus, and complete your first file transfer.

Galaxy and Globus Introduction​

Task 1

Understand the basics of Galaxy and Globus integration.

  1. Understand Galaxy and Globus Basics
Screenshot guide
Galaxy and Globus Introduction

Galaxy Registration​

Task 2

Register a new galaxy in the system.

  1. Navigate to the Galaxy Registration page.
Screenshot guide
Galaxy Registration

Login or Register in Galaxy​

Task 3

Log in to the Galaxy instance or create a new account at https://vclvm178-23.vcl.ncsu.edu/.

  1. Login or register in Galaxy using the link https://vclvm178-23.vcl.ncsu.edu/
Screenshot guide
Login or Register in Galaxy

Login or Register​

Task 4

Open the Galaxy login and registration page.

  1. Click on the "Login" or "Register" link.
Screenshot guide
Login or Register

Configure Login Window​

Task 5

Enter your credentials in the Galaxy login window.

  1. Navigate to the login window.
  2. Enter your credentials and click 'Login Here'.
Screenshot guide
Configure Login Window

Register Window​

Task 6

Complete the registration process by creating a public name and clicking 'Create'. An activation email will be sent to the provided email address.

  1. Create your Public Name, this can only be in lowercase letters
  2. Click 'Create' and an activation email will be sent to the email address you provided
warning

Create a new password, do NOT use your Unity password

Screenshot guide
Register Window

Login to Galaxy​

Task 7

Access the Galaxy login page

  1. Click here to login to Galaxy
tip

Once you have located the email and activated your account you will be taken to this window:

Screenshot guide
Login to Galaxy

Create FTP User Directory​

Task 8

Create an FTP user directory from the **Get Data** menu.

  1. Select 'Get Data'
Screenshot guide
Create FTP User Directory

Create FTP Directory Tool​

Task 9

Select the 'Create FTP directory' tool to proceed.

  1. Go to the page where you select the 'Create FTP directory' tool
tip

This is what should appear if successful:

Screenshot guide
Create FTP Directory ToolCreate FTP Directory Tool

Globus Registration, Navigation, and Galaxy Connection​

Task 10

Register with Globus and connect the account to Galaxy.

  1. Register with Globus
  2. Navigate the Globus interface and connect your account to a Galaxy instance
Screenshot guide
Globus Registration, Navigation, and Galaxy Connection

Uploading Large Files with Globus​

Task 11

Use Globus to upload files larger than 250 MB.

  1. Access Globus from Galaxy and scroll down to the link.
  2. Click on the link to Globus to upload large files.
tip

You can access Globus from Galaxy. Scroll down on this page:

Screenshot guide
Uploading Large Files with GlobusUploading Large Files with Globus

Configure Institution Settings​

Task 12

Configure your institution settings by selecting it from the list.

  1. Select your institution from the list.
  2. Click Continue and login with your Unity ID credentials in Shibboleth.
Screenshot guide
Configure Institution Settings

Make Selections and Click Continue​

Task 13

Select the required options and proceed to the next step.

  1. Make these selections
Screenshot guide
Make Selections and Click Continue

Click Continue​

Task 14

Continue to the next authentication step.

  1. Click continue
Screenshot guide
Click Continue

Select Dual Panels in File Manager Tab​

Task 15

Learn how to navigate to the File Manager tab and select dual panels.

  1. Navigate to the File Manager tab.
Screenshot guide
Select Dual Panels in File Manager Tab

Configure Collection Transfer Source​

Task 16

Identify the collection from which files will be transferred.

  1. Identify the source collection by its name.
Screenshot guide
Configure Collection Transfer Source

Transfer Files between Galaxy and Globus​

Task 17

Locate the collection number a1206ad1-96d2-40bd-9777-11978cc86605 or 'Gateway user galaxy' to transfer files.

  1. Search for collection number a1206ad1-96d2-40bd-9777-11978cc86605 or 'Gateway user galaxy'.
  2. Use the located collection number to transfer files between Galaxy and Globus.
Screenshot guide
Transfer Files between Galaxy and Globus

Authenticate the Application​

Task 18

Authorize the application to continue.

  1. Click continue to authenticate
Screenshot guide
Authenticate the Application

Select Unity Identity​

Task 19

Select the Unity ID identity provider.

  1. Redirected to page: Select 'Use my YOUR_UNITY_ID@ncsu.edu identity'
Screenshot guide
Select Unity Identity

Configure Allow​

Task 20

Allow the requested application permissions.

  1. Select the allow option
  2. Verify the selection
Screenshot guide
Configure Allow

Resolve Login Error​

Task 21

Resolve the login error by refreshing the page or signing in again.

  1. Log out of your account
tip

You should see a folder labeled as your Unity email if authentication was successful.

warning

Encountered login error. Refresh the page or log in again to resolve the issue.

Screenshot guide
Resolve Login ErrorResolve Login Error

Connect Google Drive to Globus and NC State Research Storage​

Task 22

Configure Google Drive to connect with Globus and access NC State Research Storage folder

  1. Sign in to your Google account in the browser.
  2. Go to the Globus dashboard, select 'Accounts', and add your NC State account.
Screenshot guide
Connect Google Drive to Globus and NC State Research Storage

Go to Collections or File Manager and Search for NC State Google Drive Connector​

Task 23

Locate the NC State Google Drive Connector in the Collections or File Manager section.

  1. Go to Collections or File Manager.
Screenshot guide
Go to Collections or File Manager and Search for NC State Google Drive Connector

Authenticate with Continue Button​

Task 24

Continue the authentication process.

  1. Click the continue button to proceed with authentication.
Screenshot guide
Authenticate with Continue Button

Select Unity Identity​

Task 25

Select the appropriate Unity identity.

  1. Redirect to the specified page
Screenshot guide
Select Unity Identity

Select Allow Permission​

Task 26

Configure the system to grant permission for a specific action.

  1. Select the 'Allow' option from the dropdown menu.
Screenshot guide
Select Allow Permission

Continue Redirect​

Task 27

Redirects the user back to Globus after selecting continue.

  1. Select continue
tip

You will be redirected back to Globus

Screenshot guide
Continue Redirect

Configure Access​

Task 28

To grant access to a resource.

  1. Select the allow option in the resource settings.
Screenshot guide
Configure Access

Authenticate with Gmail​

Task 29

Authenticate with Gmail and authorize access to Google Drive for the NC State Google Drive Connector on Globus.

  1. Select 'Continue' to be redirected to your @ncsu.edu gmail account.
  2. Authorize Globus to access your Google Drive.
tip

It should redirect you back to the credentials section of the NC State Google Drive Connector on Globus when finished

Screenshot guide
Authenticate with GmailAuthenticate with Gmail

Return to File Manager Tab​

Task 30

Navigate back to the File Manager tab and view contents on the Panel

  1. Navigate back to the File Manager tab
  2. Confirm contents appear on the Panel
Screenshot guide
Return to File Manager Tab

Add a Guest Collection from Google Drive​

Task 31

You will add your Google Drive as a guest collection under NC State Google Drive Connector.

  1. Navigate back to the Collections tab and search for NC State Google Drive Connector.
  2. Click "Add Guest Collection"
Screenshot guide
Add a Guest Collection from Google Drive

Configure Data Security Settings​

Task 32

Configure the security settings for the Google Drive collection.

  1. Select the option for extra data security.
  2. Enter the directory path or browse to select it.
tip

Give your Google Drive on Globus a name and a brief description

This step is optional.

Screenshot guide
Configure Data Security Settings

Create New Collection​

Task 33

Enter the required information and create the collection.

  1. Fill in the required fields.
  2. Click the 'Create Collection' button.
Screenshot guide
Create New Collection

View Your Google Drive Collection​

Task 34

Locate and view your Google Drive Collection in the Collection Search tab.

  1. View your Google Drive Collection
tip

Above the contents of your Google Drive, it should show the name of your Google Drive Collection instead of the original “NC State Google Drive Connector”

Screenshot guide
View Your Google Drive CollectionView Your Google Drive Collection
Task 35

Configure the recommended data workflow for PP715 using Globus Connect Personal or Google Drive (Globus)

  1. Set up either Globus Connect Personal on your computer or Globus in Google Drive
  2. Access icarbon_EEID2 Collection > PP715 Folder > (Your Unity ID) > Galaxy FTP Directory and import into Galaxy
tip

Computer (Globus Connect Personal) OR Google Drive (Globus)

Screenshot guide
Recommended PP715 Data Workflow

Transferring Files Using Globus​

Task 36

Connect NC State Google Drive and transfer files with Globus.

  1. Connect your NC State Google Drive in Globus
  2. Transfer files into: icarbon_EEID2 → PP715 → <your Unity ID>
  3. From Your Computer (Recommended): Install Globus Connect Personal, transfer files directly from your computer to icarbon_EEID2 → PP715 → <your Unity ID>
Screenshot guide
Transferring Files Using Globus

Globus Connect Personal Installation​

Task 37

Install Globus Connect Personal on your device.

  1. Follow the installation guide for Globus Connect Personal at https://docs.globus.org/globus-connect-personal/install/
  2. Verify that your personal collection appears in the 'Collections' tab after installation.
Screenshot guide
Globus Connect Personal InstallationGlobus Connect Personal Installation

Transfer Files from a Collection​

Task 38

Locate and select the collection to transfer files from.

  1. Search for the collection (your Google Drive Collection or your personal device collection) that you want to transfer files from HERE
  2. Navigate to the File Manager tab
  3. Search for the “Gateway user galaxy” Collection HERE
Screenshot guide
Transfer Files from a Collection

Select Files for Transfer​

Task 39

Select the files and start the transfer.

  1. Select the files you want to transfer.
Screenshot guide
Select Files for TransferSelect Files for Transfer

Verify Transfer Progress in Activity Tab​

Task 40

Verify that the progress of the transfer can be seen in the Activity tab.

  1. Navigate to the Activity tab to view the transfer progress.
warning
note

If at some point you see an “endpoint error”, it is not an issue and the transfer will proceed after a few seconds.

:::

Screenshot guide
Verify Transfer Progress in Activity Tab

Verify Successful Transfer via Email​

Task 41

Verify that a successful transfer has been completed by checking for a verification email from Globus.

  1. Check your inbox for an email from Globus verifying the successful transfer.
Screenshot guide
Verify Successful Transfer via Email

Verify Transferred Files​

Task 42

Confirm that the transferred files are visible in File Manager after refreshing.

  1. Navigate back to File Manager.
Screenshot guide
Verify Transferred Files

Galaxy Login and Navigation​

Task 43

Successfully log in to Galaxy and access the Upload tab.

  1. Log in to Galaxy with your credentials.
Screenshot guide
Galaxy Login and Navigation

Choose from Repository​

Task 44

Select 'Choose from repository' to proceed with the task.

  1. Select 'Choose from repository'
Screenshot guide
Choose from Repository

Select FTP Directory​

Task 45

Select the destination FTP directory.

  1. Select FTP directory and click Select
Screenshot guide
Select FTP Directory

Upload Transferred Files​

Task 46

Learner selects transferred files and uploads them.

  1. Select the file(s) you want to upload.
  2. Click 'Select' to upload the selected file(s).
Screenshot guide
Upload Transferred Files

Verify Upload Completion​

Task 47

Verify that the upload completed successfully.

  1. Verify upload completion
Screenshot guide
Verify Upload Completion

Verify Successful Upload​

Task 48

Check the upload status and confirm successful completion of the task.

  1. Check the upload status
Screenshot guide
Verify Successful Upload