Globus - Non-KU Account and Client Setup

To set up a Globus account, you can either log in with a institutional account associated with Globus or set up a new Globus ID account. Once your account is created, you will then be taken to the File Manager where you can transfer files.

1. Open a web browser and navigate to: https://globus.org, then click: LOG IN in the top right of the screen.

2. Depending upon whether you belong to a institution that participates with Globus or not, perform either below:

   1. If your institution is associated with Globus, click within the Look-up your organization… field, select your university, and click: Continue. Proceed to log in with your university credentials and continue to Step 3 below. Otherwise, move to the next step.

2. If you do not belong to a participating institution, click: Globus ID to sign in in the bottom-middle of the screen.

3. Click: Need a Globus ID? Sign Up.

4. Create a username (suggestion: use the first part of your work email before the @ symbol), create a strong password of at least 10-characters with at least one capital, number, and special character, enter your name and work email, and indicate whether you work in non-profit or the commercial sector. When finished, click: Create ID.

   • Ensure that you send your new Globus ID email (example@globusid.org) to the KU faculty or staff member you are working with after you set up your new account so they can add your new account to their fileshares.

3. Check your e-mail and enter the code you received from Globus into the Verification Code box. Click: Verify. 

4. After verifying your email address you will be logged in. Click: Continue.

5. Click: Continue to complete your sign up.

6. Click: Allow to proceed.

7. You will be directed to the File Manager page. This is the location where you can transfer files to and from the collections you have access to, such as your computer, KU servers, etc. 

   • For easy access, bookmark: https://app.globus.org/file-manager.

To receive files, you must install the Globus Client on your computer. If you wish to optionally share files, you must to create a file storage location on your computer, which is called a collection.

In order to retrieve files, you must log into the Globus File Manager, access them there, and download them to your Globus Client Endpoint.

1. Log in to Globus File Manager by visiting: https://app.globus.org, or right-click the Globus system tray icon and select: Web: Transfer Files.

2. Click the two-pane icon in the top-right of the screen.

3. Click: Collections on the left side of the screen, click: Shared With You, then click the right-facing arrow to the right of the collection you wish to access.

4. Click: Open in File Manager to access the shared collection's files.

5. To download files, click the checkbox next to the file you wish to download, then click: Transfer or Sync to… and enter your computer's collection name into the Collection field, then click the Start button on the left-hand side of the screen to begin the file transfer.

6. The files you transferred will now be in the Documents folder on your computer, or the folder you created and set during the create custom file storage location on your computer as part of the "2. Set Up - Globus Client on Your Computer" section.

You have completed the necessary steps to use copy files shared with you from collaborators at KU. If you have any questions, please reach out to your KU collaborator and they will be able to put you in touch with IT support as needed.

In order to share files, you must log in to Globus File Manager, choose the collaborator's collection where you will upload files, then transfer your files to their collection.

1. The files you wish to share must be stored within the client endpoint file location you set up in section "2. Set Up - Globus Client on Your Computer" above.

2. Once files are in a location accessible by the Globus Client Endpoint, log in to Globus File Manager by visiting https://app.globus.org or right-click the Globus system tray icon and select Web: Transfer Files.

3. Click the two-pane icon in the top-right of the screen.

4. Click: Collections on the left side of the screen, click: Shared With You, then click the right-facing arrow to the right of the collection you wish to access. 

5. Click: Open in File Manager to access the shared collection's files.

6. Type the name of your client endpoint collection in the Collection search bar on the right side of the screen. Click the checkbox next to the file(s) you wish to upload, then click the Start button on the right side of the screen to begin the file transfer.

   • If you are having issues remembering your collection's name, you may click: Collections on the left of the screen and see your computer's endpoint name by clicking the administered by you tab.

7. After you click Start a notice will appear in the top right of the screen where you can click View details > to see the status of your transfer task.

   • In order to refresh the view of the folder destination in order to see if the file(s) have transferred, click the circle arrow icon.

You have now completed the necessary steps to share files with collaborators at KU. If you have any questions, please reach out to your KU collaborator and they will be able to put you in touch with IT support as needed.