Note: Before sharing files through Globus, users should already know how to connect to an endpoint and browse their files. To learn more about this, please view this document.


Important: The owner of the underlying directory should be the owner of the Guest Collection. Globus assumes the permissions of the owner of the collection and all file operations on the storageare done on behalf of the owner. For example If UserA is the PI and owns the files/directories in /projects/academic/UserA then any new files/directories inheret UserA's permission. Caution should be taken not to give improper access to your files. A guest user given write access to a Collection will be able to overwrite existing files. Also, anything that is uploaded via Globus counts against User or Group Quotas.


Once you have connected to one of CCR's Mapped Collections within Globus, you can create a Guest Collection to share your files with users or a group of users anywhere in the world. You can also decide if you want them to have the access to read or write shares, or in some cases both.  Let's see how it works:


From the File Manager navigate through the Collection (in this example, CCR Projects Space Collection) to the folder you want to share  click "Share" (towards the right command panel).


NOTE: If you want to share a file from your Panasas scratch you should be aware that Panasas gets scrubbed ever 60 days so you may end up with a Guest Collection that does not have the underlying files anymore. You should remove any Guest Collections that are no longer valid.



You will be prompted to give Globus Consent to manage your guest collection. Click Continue.




You will now be in the Guest Collections section of the portal. Globus refers to file Shares as "Guest Collections"



Click on Add a Guest Collection and browse to the directory you want to share in the "Path" field. Note: It may already be filled out depending on how you accessed the Sharing portal.


Also, you should provide any name to this share collection (in this case we went with My Awesome Share), Fill in additional information to make it easier for users to find and use the Collection and click Create Collection.





NOTE: Sharing is available for folders. Individual files can only be shared by sharing the folder that contains them. 



Once you have created the collection, you will be taken to the "Permissions" tab. Now, click on "Add Permissions - Share With" to share the folder with other users.

 


You will now be required to specify if you want to share the folder with one user, a group, or all users on Globus. In an instance where you want to share it with a user, you will be required to type in the user's name or email address in the "Username or Email" field.  Globus will display some matching results in the dropdown menu from which you can pick the right one. 


NOTE: If the user in question hasn't used Globus before or is a non-UB user, you can just put in their email address and click "Add."  The user will be notified through email and will be prompted to create a Globus account before they can access the file. For more information on this, please view this document and feel free to share with your collaborator.


You can also decide if you want the user to have the access to read or write the folder.  You might choose the 'read only,' for instance, if you want to share the results of a study with a colleague. On the other hand, if you're working on a joint project and want collaborators to add or update files, you will choose the the read and write options.  You are not able to remove the 'read' option as it's a requirement of sharing a folder with other users.


Once you have specified all this information, click on "Add Permission". This will share your folder with the specified user and they will receive an email shortly after with a link provided by Globus which will give them the access to the folder. 


Once you have successfully shared the folder with a user, you can view, edit, and change permissions to your shared folder from the "Sharing" tab. Here, you will be able to view the list of users you have granted permissions to. To add more users, you will repeat the step where you click on "Add Permissions - Share with", and provide with the user's email address or username. To update the read or write access, just check or uncheck the checkbox under "write" column. In order to remove a user, you would just click on the big "X" option corresponding to the user's name.

 


You can also add other Roles to your Guest Collection. There are different classes of Roles available from Administrator to Activity Monitor. If you want to add another user as a Administrator or Manager of your Guest Collection you would add a role for them in the Roles tab. Descriptions of the different roles are outlined in the section.




In an instance where you want to remove the shared collection completely, you would just click on the "Overview" tab, and then select "Delete endpoint". 



If you want to learn more about Globus, and for your further "How to" questions, please visit this page.