diff --git a/2-access.md b/2-access.md new file mode 100644 index 0000000..8bf4179 --- /dev/null +++ b/2-access.md @@ -0,0 +1,57 @@ +# Accessing Whole Tale + +In this section you'll learn how to access the Whole Tale platform: + +Questions: +* How do I access Whole Tale? +* What am I authorizing Whole Tale to do? + +Objectives: +* Learn how to login to Whole Tale using your institutional credentials +* Learn about Globus Authentication and how it is used in Whole Tale + +## Introduction + +Review the Whole Tale [Terms of Use](https://wholetale.readthedocs.io/en/stable/tos/). + +Whole Tale enables researchers to login using credentials from hundreds of research institutions and organizations worldwide as well as ORCID and Google accounts. + +## What is Globus and Globus Auth? + +Globus is a research data management service used by researchers at hundreds of research institutions based at the University of Chicago. Globus is a popular tool for transferring data in high-performance computing environments. + +Globus Auth is one service provided by Globus that makes it easy for developers of research gateways, such as Whole Tale, to enable researchers to access services. + +## Activity: Signing in to Whole Tale + +Go to https://dashboard.wholetale.org and select "Access Whole Tale": + + +Type some part of the name of your institution such as "Urbana" and then select "Continue" + + +If you've never accessed Whole Tale, you'll be prompted to authorize Whole Tale to access information about you via Globus Auth. Select "Allow" if you want to access Whole Tale: + + +A note about what you are authorizing: +* Know who you are (your name) +* Know some details about you (your profile in Globus) +* Transfer files via Globus (We can initiate transfers on your behalf to Whole Tale) +* Know your email address +* View your identities in Globus auth (if you have merged identities) + +## Activity: Managing your consents + +You can always rescind this consent by accessing the Globus Dashboard. +* Go to https://app.globus.org +* Select Account > Consents > Manage Your Consents +* Select "X" next to Whole Tale + +You can always authorize Whole Tale again later. + + +## Key Points: +* Whole Tale uses Globus Auth to allow researchers to login using their institutional credentials +* You are authorizing Whole Tale to access information about you stored in Globus, but Whole Tale will never see your password +* Globus Auth also allows Whole Tale to transfer data from Globus endpoints to Whole Tale on your behalf +* You can always rescind your consent