Galaxy Admin Training

Authors: orcid logoHelena Rasche avatar Helena Rasche
Overview
Creative Commons License: CC-BY Questions:
  • How do I organise a Galaxy Admin Training (GAT)

  • What do I need to set up?

  • What should I know during the training?

Objectives:
  • Interact with the UseGalaxy.eu admins to arrange for infrastructure

  • Run a great training!

Requirements:
Time estimation: 60 minutes
Supporting Materials:
Published: Nov 4, 2020
Last modification: Nov 3, 2023
License: Tutorial Content is licensed under Creative Commons Attribution 4.0 International License. The GTN Framework is licensed under MIT
purl PURL: https://gxy.io/GTN:T00278
version Revision: 4

Setting up and running a Galaxy Admin Training is not a very complicated process thanks to a significant amount of work that has been put into making it easy and quick.

GAT logo is the GTN logo over a space background and text reading galaxy admin traiing.

This tutorial has multiple audiences who are all adressed within this one tutorial. We encourage everyone involved in hosting a GAT event to read this, so you are aware of all of the moving parts which are required for such an event.

Agenda

In this tutorial, we will see:

  1. Planning Your Training
    1. Requesting Infrastructure
  2. Provisioning the Infrastructure
    1. [EU admins] Setting up VMs
    2. [Non-EU admins] Setting up the VMs
    3. [Everyone] Bootstrapping the VMs
  3. Testing
  4. Starting Your Training
  5. During Your Training
  6. After Your Training
  7. Conclusion

Planning Your Training

First consider the requirements for your training:

  • How many days will the training be?
  • What topics do you want to cover?
  • How many helpers will you need?
  • Will the training be online or in person? Teaching online is slower, so you may not be able to cover as many topic as in person; you may also need more helpers.
  • Do you have your own infrastructure, or do you need to request infrastructure?

We recommend checking out an example schedule from the GAT repository and modifying it based on your needs.

Requesting Infrastructure

If you do not have a cloud available that can, at minimum:

  • setup VMs which are accessible from where your students are
  • expose ports 20, 80, 443 (optional), 8080 (optional but nice)

Then consider contacting UseGalaxy.eu and let us know you’d like to host a GAT event. Tell us the number of students and dates of the event.

Provisioning the Infrastructure

Skip to the section on setting up below that is appropriate for you

[EU admins] Setting up VMs

Hands-on: EU: Setting up VMs
  1. Open a PR editing the count variable and increasing it to the desired number of VMs.

  2. Merge

  3. Once deployed, clone/pull the repository locally and run ./bin/process-training-output.sh

    $ ./bin/process-training-output.sh
    ubuntu  gat-0.training.galaxyproject.eu ...
    ubuntu  gat-1.training.galaxyproject.eu ...
    
  4. Place this in the GAT Machines spreadsheet in the correct tab.

[Non-EU admins] Setting up the VMs

Hands-on: Non-EU: Setting up VMs
  1. If you have your own cloud, setup VMs per student. We strongly recommend:

    • Ubuntu 18.04+
    • 8Gb RAM
    • 2 VCPUs

    If you’re using terraform, you can take inspiration from UseGalaxy.eu’s terraform configuration

  2. Place the list of usernames and IPs and passwords in the GAT Machines spreadsheet in the correct tab.

[Everyone] Bootstrapping the VMs

Once your VMs are running, great! Now you’ll need to bootstrap the instances and prepare them for student use.

The GAT team maintains some infrastructure to handle the bootstrapping in the GAT repository

We use a more complicated hosts file in the project, as we have multiple pools of VMs across global regions. This is seen in the workshop_eu and workshop_oz groups, and the corresponding commands in the Makefile. However, this distinction of regions is not necessary. The most simple hosts file looks like:

# Your Machines
[workshop_instances]
192.0.2.1
192.0.2.2
192.0.2.3
...

# Some variables for those machines
[workshop_instances:vars]
ansible_host_key_checking = false
ansible_user = ubuntu
ansible_become = true
ansible_ssh_private_key_file = ~/admintraining.key
set_password = true      # Generate a random password
Hands-on: Everyone: Setting up VMs
  1. git clone https://github.com/galaxyproject/admin-training/ and change into that repo

  2. cd bootstrap-instances

  3. In the hosts file, edit the [workshop_eu] section to list all of your IPs or DNS entries.

    You can specify ansible_user=something if it uses a different username, and ansible_password=password for each machine. E.g.

    A range of DNS entries (gat-0 to gat-39)

    [workshop_]
    gat-[0:39].training.galaxyproject.eu
    

    Some IPs

    [workshop_eu]
    192.0.2.1
    192.0.2.2
    192.0.2.3
    192.0.2.4
    

    Some IPs with additional information

    [workshop_eu]
    192.0.2.1 ansible_password=2121
    192.0.2.2 ansible_password=1212
    192.0.2.3 ansible_password=4321
    192.0.2.4 ansible_password=1235
    
    [workshop_instances:vars]
    ansible_user = myuser
    

    Remove the workshop_oz from the top of the file under [workshop_instances:children]

  4. Setup a python virtualenv and activate it.

  5. Install the requirements (listed in requirements.txt)

  6. Run make all

The last command runs the playbook.yml, which in turn does a large number of things:

  • Bootstraps python on the machine if it isn’t available already (Ubuntu stopped including it for some reason.)
  • (Generates if needed) and copies an SSH key to all of the machines to make login easier (this is stored in id_rsa and id_rsa.pub in the same directory as the makefile.)
  • This key is set as the ubuntu user’s key, and added to their authorized_keys, to permit them to run ansible easily on that machine (if they don’t configure the local connection correctly.)
    • (When pulsar is in use) the pulsar machines are provisioned identically to the ones where Galaxy is setup, so the students can login passwordlessly to their pulsar machine.
  • Updates packages (slow)
  • Installs basic dependencies (emacs, vim, nano, git, etc.)
  • Adds the gat-cli script to /usr/bin/gat
  • Optionally sets a password to the machine
    • If you set set_password=true in the hosts file, you can set a password on machines.
    • This is useful when your machines only have an SSH key on them, and no password set for students.
  • Reboots the machines

Testing

Once your VMs are ready, you should test ALL of the lessons you intend to teach. Most of the training should be fine, but sometimes changes in e.g. Galaxy versions or the availability of newer versions of some ansible modules will indicate you should test the training as you plan to teach it, and update the training materials where relevant.

Starting Your Training

We recommend providing a website similar to our GitHub repository (or using our repository! Ask us for a branch.) with at minimum the following links:

  • Q&A pointing to a Google document where students can ask questions.
    • In our experience this is an excellent format for discussion: it allows students to ask as many questions as they have, and responses can be given in real-time right below each question.
    • Additionally images and complex formatting is easy
    • Lastly, it’s anonymous which many students prefer.
  • Chat pointing to https://gxy.io/gatchat (or your preferred channel)
  • VM List pointing to https://gxy.io/gatmachines (or your own spreadsheet)
  • The slides and tutorials for your training.

During Your Training

During planning for BCC2020 we found that monitoring student progress would be extremely difficult, it was not a situation we had encountered before as this was the first remote GAT during the pandemic. So we developed a small utility, the gat-cli, which assists in monitoring students’ progress.

$ gat
Galaxy Admin Training (gat) tool:

  gat status-ansible     [Admin] Check status of ansible training
  gat status-galaxy      [Admin] Check status of ansible-galaxy training
  gat status-cvmfs       [Admin] Check status of cvmfs training
  gat status-pulsar      [Admin] Check status of pulsar training

Each of these commands run a couple checks on their local machine. For example the status-galaxy command checks:

  • Check that the postgresql service is running
  • Does a db named galaxy exist
  • Does http://localhost:8080/api/version respond with some content
  • Check that the galaxy service is running
  • Check that the nginx service is running
  • Does https://localhost:443/api/version respond with some content

However, the gat command is only available on the VMs, so we’ve written an ansible task (wrapped in the Makefile) which SSHs into every machine, and runs the gat command for you:

$ make check-galaxy-eu
gat-19    postgres ✘ ✘ galaxy(http) ✘ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘
gat-22    postgres ✔ ✘ galaxy(http) ✘ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘
gat-2     postgres ✔ ✔ galaxy(http) ✔ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘
gat-15    postgres ✔ ✘ galaxy(http) ✘ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘
gat-24    postgres ✔ ✘ galaxy(http) ✘ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘
gat-6     postgres ✘ ✘ galaxy(http) ✘ SysD-gxy ✘ SysD-nginx ✘ galaxy(ssl) ✘

You can see a checkmark reported for every step completed by students, giving you a nice overview of how many students have completed each step, and if you’re ready to move on. Additionally you know precisely which students you should reach out to check in with, if they aren’t progressing. The -eu again refers to the specific pool of machines, and if you’re using a different hosts file, with different group names, you may need to edit the Makefile accordingly.

There are other make check- commands for each of the gat status commands. Run make to list all of them.

After Your Training

Once your training is concluded, go through the questions students have asked in the Google Doc, and consider contributing them back to the training materials with Tips and Question boxes covering these student questions. Here is an example pull request when we did this after BCC2020.

Conclusion