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Comment: For HPCDATAMGM-1385: Moved instructions for AWS S3 and Google Drive to new sibling pages.

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For a video of this procedure, refer to Video of Registering in Bulk from a Globus Endpoint via the GUI or Video of Registering in Bulk from S3 via the GUI.

To register data files:

  1. Log in as described in Logging In via the GUI. The Dashboard appears.Select a method: 
    • If you are not familiar with the data destination, browse for it, as described in Browsing for Data via the GUI. Navigate to and right-click the collection where you want to register your data files. Click Add Bulk
    • If you are familiar with the data destination, select this method: Click Register tab > Bulk.
    The top portion of the Register Bulk Data page appears.
    The top portion of the Register Bulk Data page.Image Removed
  2. Include Page
    shared step - select a bulk registration method
    shared step - select a bulk registration method
  3. Specify the data source:

    To register data from Globus

    1. Select Globus and click Select Data from Globus Endpoint. A Globus page appears. 

    2. In Globus, select an endpoint.

    3. Select the files or folders that you want to register into DME.
    4. Click Submit. The Register Bulk Data page reappears,
    with information about your Globus selection below the Select Data from Globus Endpoint link.

    The Register Bulk Data page with data selected from Globus.Image Removed

  4. To register data from S3, select AWS S3:
    • Specify the name of the source S3 bucket.
    • Specify the path to and the name of the file or folder in the source bucket. 
    • Specify whether you are registering a file or a folder.
    • Specify the AWS access key.
    • Specify the AWS secret access key.
    • Specify the region

    The Register Bulk Data page with S3 selected.Image Removed

  5. To register data from Google Drive: 
    1. Select Google Drive.
    2. Click Authorize DME to Access Your Google Drive. A Google page appears. Follow the prompts. The DME Register Bulk Data page reappears, indicating the successful generation of an access token. 
    3. Click Select Data from Google Drive. The Select Files or Folder dialog box appears.
    4. Navigate to and select the folder in which you want to transfer the data. Click Select. The DME Register Bulk Data page reappears, with information about your Google Drive selection below the Select Data from Google Drive link.

    The Register Bulk Data page with data selected from Google Drive.Image Removed

  6. If you want to provide required metadata for each object or collection, click Choose File. Navigate to and select the prepared metadata file. (For details, refer to Preparing a Metadata File for Bulk Registration.) 
    Choose File button for the bulk metadata file. Image Removed

  7. Scroll down to the Filter panel. 
    The middle portion of the Register Bulk Data page.Image Removed

    1. with the Globus endpoint ID and path. (Depending on your selections in Globus, the Register Bulk Data page might also list the selected data files or folders.)

    The Register Bulk Data page with data selected from Globus.Image Added

  8. Include Page
    shared step - select metadata file
    shared step - select metadata file
  9. Include Page
    shared step - filter panel
    shared step - filter panel
  10. Include Page
    shared step - remaining portions of the Register Bulk Data page
    shared step -

    Consider the following filter options:

    FieldInstructionsInclude CriteriaUse patterns to specify the source files to include. If you specify more than one pattern, the system considers a union of all patterns. For details, refer to Specifying Include Criteria.Exclude CriteriaUse patterns to specify the source files to exclude. If you specify more than one pattern, the system considers a union of all patterns. For details, refer to Specifying Include Criteria.Criteria Type

    Specify the type of patterns in your criteria:

    Scroll down to the
    remaining portions of the Register Bulk Data page
    . If you browsed to the data destination, that portion of the page has only the Collection Path field, with the path already specified. 
    The remaining portions of the Register Bulk Data page.Image Removed

    If necessary, specify the data destination for the parent collection (the collection that will contain all of the new data):

  11. If the Base Path field is available, select the base path specified by your group administrator. An information icon (The information icon for the base path.Image Removed) appears next to the Base Path field and the system begins to populate values in the Collection Type field.  
    A portion of the Register Collection page with the hierarchy icon.Image Removed

    Consider examining the valid hierarchies for the selected base path. To do so, click the information icon next to the Base Path field. A Valid Hierarchies chart appears indicating the collection type or types allowed within each collection type. In the chart, a check mark indicates each collection in which you can register data files. 
    The Valid Hierarchies chart.Image Removed

    To close the Valid Hierarchies chart, click elsewhere on the page.

  12. If the Collection Type field is available, and if there is more than one collection type, select the one in which you want to register data. For guidance on selecting a collection type, refer to your group administrator. For some collection types, the system displays a list of required metadata attributes. 
  13. In the Collection Path field, specify the full path, including the base path and the name of the collection in which you intend to register bulk data. Avoid using invalid characters such as the space character, question mark (?), semicolon (;), backslash (\), or double quote ("). Consider the following example: 

    PathExampleBase path/SAMPLE_ArchiveCollection path/SAMPLE_Archive/Sample_Collection_NameThe last collection in the path can be new or existing.  
    Specify the metadata for the parent collection. The system applies this metadata to the entire collection, not to individual files:

    Include Page
    shared step -

    add metadata

    dry run GUI
    shared step -

    add metadata

    dry run GUI

  14. If you change your mind about adding an attribute, leave the name and value fields blank for that attribute. The system ignores a blank row. If you proceed to update the collection with a new attribute, the attribute name is permanent.

    Include Page
    shared step -
    specify attribute values
    click Register
    shared step -
    specify attribute valuesIf you want to preview a list of the source file(s)/folder(s) that the system would register based on what you specified in the Data Source fields,
    click
    Dry Run. The system displays a list of the source file(s)/folder(s) that it would have registered based on what you specified in the Data Source fields. If necessary, revise your entries and click Dry Run again until you are satisfied with the dry run list. Keep in mind the following points:
    • This option tests only the Data Source entries. It does not test the Data Destination entries.

    • If you specified a metadata file, specify it again after each dry run. 
    When you are ready to perform the registration, click 
    Register
    . The system responds as follows:
  15. The system checks whether it can access the objects and collections you have specified, using the data you have entered:

    • If not, the system displays an error message. 
    • If so, the system responds based on your selections and displays a message at the top of the Register Bulk Data page with the task ID of the registration request. 
  16. Depending on your event subscriptions, the system might send you an email notification of the registration status. For instructions on subscribing, refer to Subscribing to Notifications.
  17. When the system displays the task ID, consider clicking that link to visit the Data Registration Task Details page and view the progress of the registration. If you provided a metadata file, this page indicates any difficulty processing that metadata. For instructions, refer to Viewing Registration Status

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