SAFE Guide for Individual Users

SAFE is an online ARCHER service management system. Through SAFE, individual users can request machine accounts, reset passwords, see available resources and track their usage. All users must be registered on SAFE before they can apply for their machine account.

A YouTube video walk-through is available wherever you see the Play Video symbol by clicking on the symbol.

Registering, logging in, passwords

• How to register on SAFE
• How to login to SAFE
• How to use 2-factor authentication to SAFE
• How to change your personal details on SAFE
• How to change your email address on SAFE
• How to change your SAFE password
• How to reset your SAFE password if lost or forgotten
• How to request a machine account
• How to request access to a guest budget
• How to reset a password on your machine account
• How can to pick up your password for the service machine
• How to request access to a Package Group
• How to request access to KNL on ARCHER

User Mailing Options

• How to view user mailings
• How to get added to, or removed from the email mailing list?

Tracking and managing available resources

• How to check how much time and space are available
• How to request more AUs/disk space
• How to review your usage of the service, or the activity of the service as a whole

Tracking Publications

• How to register a publication on SAFE
• How to list your publications in SAFE
• How to export your publications from SAFE

Miscellaneous

• How to check the queries you have submitted to the helpdesk
• How to register your approval — or your annoyance
• How to delete your user account

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Registering, logging in, passwords

How to register on SAFE

1. Go to the SAFE New User Signup Form
2. Fill in your personal details. You can come back later and change them if you wish
3. Click "Submit"
4. You are now registered. Your SAFE password will be emailed to the email address you provided. You can then login with that email address and password

At this point your account is registered on the SAFE but you do not have a machine account for ARCHER. To obtain a machine account on ARCHER you require a Project Code and a Project Password (if required). Your project's PI or Project Manager should be able to supply you with these details.
Once you have them you should:

1. Log into SAFE
2. On the Main page, click the "Request New Account" button.
3. Select the correct project from the drop down list
4. Enter the correct project password for the project you have selected.

How to login to SAFE and Overview of Main Page

1. Go to the SAFE https://www.archer.ac.uk/safe/
2. Type in the email address you have registered with
3. Type in your SAFE password
4. Click "Login"
5. You are now on the Main Page and here you can see Menus along the top which give access to SAFE functionality

How to turn on 2-factor authentication to SAFE

Login to SAFE. Then:

1. Go to the Menu Your details and select Set 2 factor token. A scanable QR code will be displayed.
2. Install a suitable smart-phone app such as google-authenticator (android, ios) on your phone or mobile device.
3. Follow the app instructions to add a new account and scan the displayed QR code (or type in the dispayed 26 character key).
4. Type the verification code generated by the app into the Verification code box.
5. Click Set

2-Factor Authentication is now enabled.
Each time you log in to the SAFE, in additon to requesting your SAFE password or Institutional login, you will also be asked for the current 6-digit authentication code from the app.

How to turn off 2-Factor Authentication on SAFE

Login to SAFE. Then:

1. Go to the Menu Your details and select Disable 2 factor authentication.

How to change your personal details on SAFE

Login to SAFE. Then:

1. Go to the Menu Your details and select Update personal details
2. Make the changes you wish
3. Click Commit Update to save the changes
4. Go back to Your details and you will see the revised information

Do not forget the last step, or nothing will happen. Note that your postal address does not automatically include the name of your department and institution; if you want these in your postal address, you must type them again.

How to change your email address on SAFE

Login to SAFE. Then:

1. Go to the Menu Your details and select Update email
2. Enter the new email address and click Request

A verification email will then be sent to the new email address. This email contains a link which you must use to verify your new address. On acknowledging your new address the change will be committed and you must use the new email address when logging into SAFE

How to change your SAFE password

Login to SAFE. Then:

1. Go to the Menu Your details and select Change SAFE password
2. Fill in the boxes and click Change

How to reset your SAFE password

Go to https://www.archer.ac.uk/safe/. Then:

1. Click Forgot password?
2. Enter your email address
3. SAFE will mail you a link - when you click on the link you will be able to set a new SAFE password

Of course, anyone could go to SAFE, type your email address and request a new password by clicking "Forgot password?". If that happens you will receive an email message out of the blue with a link to change the password - if you don't click the link then no changes will be made.

How to request a machine account

Login to SAFE. Then:

1. Go to the Menu Login accounts and select Request login account
2. Choose the project you want the account for in the "Choose Project for Machine Account" box.
3. Choose the machine you want the account for in the "Machine Name" box.
   By default, it contains the current service machine.
4. Enter the username you would prefer to use on the service machine
   Every username must be unique, and you must create a new machine account with a unique username for each project you work on. Usernames cannot be used on multiple projects, even if the previous project has finished.

Next you will be asked to accept the Terms and Conditions of Access, by clicking the appropriate button. When you do this, you will be sent an acknowledgment by email, which will include your SAFE password— you should change this as soon as possible.

Now you have to wait for your PI or project manager to accept your request to register. When this has happened, the systems team are prompted to create your account on the service machine. Once this has been done, you will be sent an email. You can then pick up your password for the service machine from your SAFE account.

How to request access to a guest budget

A guest budget is a budget in one project which has been set up to permit access requests from users in a different project.

Login to SAFE. Then:

1. Go to the Menu Login accounts and select the login account you want to use to access the guest budget
2. Click on Request group/budget
   then from the drop-down list Group to request select the guest budget that you wish to use.
3. Click on the Request button.
4. The request will be sent to the PI of the project of the guest budget and once the request has been approved then you will be able to use the guest budget code in your jobs submit scripts.

How to reset a password on your machine account

If you still remember your current machine account password, you can simply log in to ARCHER as normal and then use the passwd command

passwd

You will then be prompted to enter your current password, and then your new password twice. Your password must comply with the password policy.

If you have forgotten your current password, or it has expired, then you can ask for it to be reset:

Login to SAFE. Then:

1. Go to the Menu Login accounts and select the account you need the new password for
2. Click username which displays details of this service machine account.
3. Click New Login Account Passwd

Now the systems team will change your password. When this has been done, you will be informed by email; this means that you can come back to SAFE and pick up your new password.

How can I pick up my password for the service machine?

Wait till you receive the email with your details. Then:

1. Login to SAFE.
2. Go to the Menu Login accounts and you will see your account on the service machine listed. Click username
3. This will display details of your account. Click View Login Account Password You will need to enter in your SAFE password and then click view, and you will see your password to the service machine

This password is generated randomly by the software. It's best to copy-and-paste it across when you log in to the service machine.

After you login, you will be prompted to change it. You should paste in the password retreived from SAFE again, and then you will be prompted to type in your new, easy-to-remember password, twice. Your password must comply with the password policy.

Note that when you change your password on the service machine in this way, this is not reflected on the SAFE.

How to request access to a Package Group

Some software which is installed on ARCHER can only be accessed once the user's license has been confirmed.

For some of these packages, such as gamessuk, VASP4 and VASP5 you can request access via SAFE

1. Log in to SAFE
2. Go to the Menu Login accounts and select the account which requires access to the package
3. Click "New Package Group Request"
4. Select the package from the list of available packages and click "Select Package Group"
5. Fill in as much information as possible about your license, at the very least, the information requested at the top of the screen such as the licence holder's name and contact details.
   If you are covered by the license because the licence holder is your supervisor, for example, please state this.
6. Click "Submit"

Your request will then be processed by the ARCHER support team who will confirm your license with the package developers before enabling your access to the package on ARCHER. This can take several days but you will be advised once this has been done.

If you require access to a package which does not yet appear in the list of available packages then please just send an email to helpdesk to request access. We are still working to add the available packages.

How to request access to KNL on ARCHER

1. Log in to SAFE
2. Go to the Menu Login accounts and select the account which you would like to use on the KNL
3. Click "KNL Access"

Your request will be actioned by our team and your account granted access to the KNL

If you are not an existing ARCHER but would like access to the KNL, you can complete the KNL Driving Test.

Information about the KNL and how to use it is available at http://www.archer.ac.uk/documentation/knl-guide/

User Mailing Options

How to view user mailings

All mailings are archived and can be viewed in SAFE.
Please login to SAFE and go to the section View user mailings. Press the View button to access the mailings.

How to get added to, or removed from the email mailing list?

There are three mailing list options available.

• The Major Announcements mailings will contain information on major service upgrades and future plans. This option is enabled for all users by default.
• The Service News mailings will contain information on training courses, newsletters, events, and other general announcements. This option is enabled for all users by default.
• The System Status Notifications will inform users when the service goes up or down, including the reminders of the next planned maintenance shutdowns. This option is not enabled by default, those wishing to receive this information will need to explicitly subscribe to it.

Any combination of these three options may be selected via SAFE:

1. Login to SAFE.
2. Go to the Menu Your details click Update Email settings
3. In the panel headed Update email settings make sure there are ticks beside the options you would like to subscribe to.
4. Click Update List Preferences

Note 1: There is an option to unsubscribe from the user mailings completely, which overrides any option enabled in Mailing list preferences panel.

This will be set automatically to unsubscribe you if mailings sent to an email address are returned to us as "undeliverable". If you change your email address we recommend you check you have not been unsubscribed if your previous email address had gone out of service.

1. Click on the Menu Your details click Update personal details find Opt out of user emails field and click it
2. Click Commit Update

Do not forget the last step, or nothing will happen.

Note 2: Regardless of whether you are subscribed to a particular mailing list, you can still view ALL user mailings which have been sent, in SAFE. See here for details.

Tracking and Managing Available Resources

How to check how much time and space are available to you

Login to SAFE and Go to the Menu Login accounts, select the username which you wish to see details for. You will then see the information for this account. You will see the quotas for the disk space (if the project group is using these) and how much is in use. You can also see which file systems your project is using. Under the heading 'Volume' you will see entries for RDF (if used by your project), home and work and in brackets after each, the name of the filesystem they are hosted on, followed by the current usage by your project, and total quota.

The budget values displayed are updated every morning, and the values shown for disk use are updated four times a day. For this reason, all these values may not be completely up-to-date. If there is a lot of activity in your project, the numbers shown could be significantly different from from the current ones.

How to request more kAUs/disk space

In the first instance, please contact the principal investigator, or the project manager of your project. The PI will then take the necessary steps to either allocate you more resources out of the project reserve, or to request an increase from the helpdesk/research councils.

The helpdesk does not own project resources and has no authority to allocate them to individual users. This responsibility lies with the project PI/project manager.

How to review the use you have made of the service, or the activity of the service as a whole

Login to SAFE. Then:

1. Go to the Menu Service information and select Report Generator
2. Select the report you wish to run and the format you want the output in (Preview, HTML, PDF, CSV) by clicking the appropriate icon in the list.
3. Complete the required information in the form: this will usually consist of at least a date range to analyse and may have other options depending on the report you are running.
4. Click Generate Report
5. If you initially selected Preview and would now like this report in one of the other formats, you can now click the format you wish and the same report parameters will be used to generate the report.

If you are a PI or Project Manager, you will have access to additional reports to generate information on whole projects or groups as well as your own usage and the usage of the service as a whole.

Tracking Publications (DOI)

The SAFE includes functionality for tracking pulications associated with projects by registering DOI (Digital Object Identifiers) and automatically collecting metadata.

Once registerd, lists of DOIs can be exported in a format suitable for uploading to ResearchFish.

This functionality can be particularly useful for large projects where there is a requirement to capture outputs from a large number of users.

How to register a publication in SAFE

You will need a DOI for the publication you wish to register. A DOI has the form of an set of ID strings separated by slashes. For example, 10.7488/ds/1505, you should not include the web host address which provides a link to the DOI.

Login to SAFE. Then:

1. Go to the Menu Your details and select Publications
2. Select the project you wish to associate the publication with from the list and click Select.
3. The next page will list currently registered publications, to add one click Add.
4. Enter the DOI in the text field provided and click Add

How to list your publications in SAFE

Login to SAFE. Then:

1. Go to the Menu Your details and select Publications
2. Select the project you wish to list the publications from using the dropdown menu and click Select.
3. The next page will list your currently registered publications.

How to export your publications from SAFE

At the moment we support export lists of DOIs to comma-separated values (CSV) files. This does not export all the metadata, just the DOIs themselves with a maximum of 25 DOIs per line.. This format is primarily useful for importing into ResearchFish (where you can paste in the comma-separated lists to import publications). We plan to add further export formats in the future.

Login to SAFE. Then:

1. Go to the Menu Your details and select Publications
2. Select the project you wish to list the publications from using the dropdown menu and click Select.
3. The next page will list your currently registered publications.
4. Click Export to generate a plain text comma-separated values (CSV) file that lists all DOIs.
5. If required, you can save this file using the Save command your web browser.

Miscellaneous

How to check the queries you have submitted to the helpdesk

Login to SAFE. Then:

1. Go to the Menu Help and Support and select Your support requests
2. Click the number of a query to check the contents of the query log

This will show you the queries of yours that haven't yet been resolved. Note that some of the internal correspondence about a query will not be shown. You can also use SAFE to submit a query—use New support request.

How to register your approval — or your annoyance

Login to SAFE. Then:

1. Go to the Menu Help and Support and select Service feedback
2. Click on the scale somewhere between 5 penalty points and 5 gold stars indicating your level of anger or delight.
3. Optionally: enter a comment in the comment box.
4. Click Set Token

The tokens may appear in the public service reports, although your name will not be published with them. Although an entry in the comment field is optional, it necessarily gives greater weight to your feelings—without it we cannot tell why you have set a token.

How to delete your user account

Please check the ARCHER policy on on end of life procedures for ARCHER user accounts.

If you wish your user account on ARCHER to be deleted, please email support@archer.ac.uk giving the username to be deleted.
Helpdesk staff will arrange for the account to be deleted, in line with the policy.