cnap-cobre/synapse

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backend/apps/main/templates/getting_started.html

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<h1>Getting Started</h1>
 
<p><em>
This guide is for CNAP researchers to get set up with Synapse,
a web-based "open science gateway". With Synapse, you can
manage your files across Beocat, Dropbox, and other file systems;
tag your data with descriptive metadata; track change history and
transfer history of data; (evenutally) launch compute jobs on
Beocat; and more.
</em></p>
 
<p>Please reach out to <a href="mailto:kmdice@ksu.edu">kmdice@ksu.edu</a> with questions and issues.</p>
 
<h2>Directions</h2>
 
<h3>1. Sign up for a TACC account</h3>
<p>
Currently, we are making use of TACC's intance of the
<a target="_blank" href="https://agaveapi.co/">Agave Platform</a>.
We are working with TACC to deploy our own Agave instance soon,
but until then, a TACC account is required.
</p>
<p>
You can sign up for one here: <a target="_blank" href="https://portal.tacc.utexas.edu/account-request">
https://portal.tacc.utexas.edu/account-request</a>
</p>
<em>(Please use your ksu.edu email address.)</em>
 
<h3>2. Sign in to Synapse via Agave</h3>
<p>
Synapse supports logging in with a few different 3rd party applications.
While you will have a username and password specifically for Synapse, you
can log in with Dropbox, Agave, or Globus. Other providers may be added
in the future - perhaps Google, if and when we add support for Google Drive.
</p>
<p>
To sign in with Agave, click here: <a target="_blank" href="https://synapse.ksu.edu/accounts/agave/login/?process=login&next=%2F">https://synapse.ksu.edu/accounts/agave/login/?process=login&next=%2F</a>
</p>
 
<h3>3. Check your email for a verification link</h3>
<p>Click the verification link in the email.</p>
 
<h3>4. Link your Dropbox account</h3>
<p>
Go here (<a target="_blank" href="https://synapse.ksu.edu/accounts/social/connections/">
https://synapse.ksu.edu/accounts/social/connections/</a>) and click the "Sign in with Dropbox" button.
In the future, other accounts may be linked on this same page.
</p>
 
<h3>5. Connect your Beocat Account</h3>
 
<ul>
<li>
Go to: <a href="https://synapse.ksu.edu/files/systems">https://synapse.ksu.edu/files/systems</a>
</li>
<li>
Click the "Link your Beocat Account" button. A window should appear.
</li>
<li>Login to Beocat via SSH. Linux and Mac have built-in SSH clients.
Simply type in the terminal "ssh <b>username</b>@beocat.ksu.edu"
and type in your KSU password when prompted. For Windows,
<a target="_blank" href="https://www.putty.org/">PuTTY</a> is a
popular option. Simply type "beocat.ksu.edu" as the hostname then
your username and password when prompted.
</li>
<li>
Copy the script from Synapse and run it in your SSH session. This code
generates a public/private key pair and configures Synapse to have access
to your files on Beocat.
</li>
</ul>
 
<p>
Please let me know if you experience issues with this step. We are working
to streamline it. My apologies if it is a bit clunky.
</p>
 
<h3>6. Browse and Transfer Files</h3>
 
<p>You can browse your files here: <a href="https://synapse.ksu.edu/files/browse/">https://synapse.ksu.edu/files/browse/</a></p>
 
<p>Note: Your Beocat home directory will follow the pattern:<br/>https://synapse.ksu.edu/files/browse/agave/beocat-prod-<b>username</b>/homes/<b>username</b>/<br/>...where <b>username</b> is your K-State EID.</p>
 
<p>
The interface is designed to be fairly intuitive. To upload files, you can drag
and drop from a folder on your computer. Ctrl+click or Shift+click to select
multiple files, and right-click to open a context menu with various file actions.
</p>
 
<h2>What's Next?</h2>
 
<p>
Sharing and metadata features are the top priority and will be added gradually over
the next few weeks. We are aiming for a rolling release process where functionality
is made available to you as soon as it is ready, several times a week. I would greatly
appreciate your feedback, both positive and negative. If there are features you would
like to have, please let me know. As always, I'm <a href="mailto:kmdice@ksu.edu">available to assist</a> with code for
individual projects. Making your code fast is pretty fun, and it can save you a
lot of time.
</p>
 
<p>Features on the way include:</p>
 
<ul>
<li>Image preview</li>
<li>Text/Code file preview and editing in-browser</li>
<li>Support for zip downloads of folders</li>
<li>File history in the metadata panel</li>
<li>Visual real-time updates on the status of file transfers</li>
<li>JupyterHub integration for sharable Python notebooks</li>
<li>Custom metadata fields and automated metadata extraction from filename fields</li>
<li>Automated recurring backup file transfers</li>
<li>Globus support to connect to your PC's file system, even when you aren't physically near it</li>
</ul>
 
<hr/>
 
<h2>Updates:</h2>
<ul>
<li><strong>11/05/2018 -</strong> Initial writing</li>
</ul>
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