Linux and Lonestar 5 Setup -- GVA2020

Linux and Lonestar 5 Setup -- GVA2020

 

Overview:

This portion of the class is devoted to making sure we are all starting from the same starting point on lonestar. This tutorial was developed as a combined version of multiple other tutorials which were previously given credit here. Anyone wishing to use this tutorial is welcome.

This is probably the longest tutorial in the entire class. It is designed to take between 1/2 and 3/4 of the first class. Do not stress if you feel people are moving through it faster than you are, or if you do not get it done before the next presentation. There will be links back to this tutorial from other tutorials as needed, and by the 2nd half of Wednesday's class when we start with the specialized tutorials, you can circle back to this tutorial as well. 

Objectives:

  1. Familiarize yourself with the way course material will be presented.

  2. Log into lonestar5.

  3. Change your lonestar profile to the course specific format.

  4. Refresh understanding of basic linux commands with some course organization.

  5. Review use of the nano text editor program, and become familiar with several other text editor programs.

Example things you will encounter in the course:

As this is the first real tutorial you are encountering in this course, some housekeeping matters to familiarize you with how information will be presented.

  • Code blocks

There will be 4 types of code blocks used throughout this class. Text inside of code blocks represent at least 1 possible correct answer, and should either be typed EXACTLY into the terminal window as they are, or copy pasted. There is a notable exception that text between <> symbols represent something that you need to replace before sending it to the terminal. Yes, the <> marks themselves also need to be replaced. We try to put informative text within the brackets so you know what to replace it with. If you are ever unsure of what to replace the <> text with, just ask.

  1. Visible

    1. These are code blocks that you would have no idea what to type without help. (like when a new command is being introduced)

    2. These will typically be associated with longer/more detailed text above the text box explaining things.

    3. An example code block showing you the command you need to type into the prompt to list what directory you are currently in:

      pwd
  2. Hinted

    1. These are code blocks that you can probably figure out what to type with a hint that goes beyond what the tutorial is requesting. Access the hint by clicking the triangle or hint hyperlink text.

    2. These exist to force you to think about what command you need, and hopefully make some connections to help you remember what you will need to type in the future.

    3. These should all come with additional explanation as to what is going on.

    4. Rather than just expanding these by reflex, I strongly suggest seeing if you can figure out what the command will be, and checking your work

    5. Example:

  3. Hidden:

    1. These code blocks represent things that you should have seen several times already, or things that can be succinctly explained.

    2. Example:

      use the pwd command to print your current working directory

      pwd
  4. Speed bump:

    1. This combines the previous 2 types to deliberately slow you down and be cumbersome. 

    2. If you find yourself consistently wrong about what eventually shows up in the text box, slow down, step back, think about whats going on, and consider asking a question.

    3. These should only come after you have seen the same (or very similar) commands in the other formats previously

    4. Example:

  • Warnings

Why the tutorials have warnings?

Warnings exist for 2 reasons:

  1. Something you are about to do can have negative impact on you

    1. You saw an example of this talking about paying attention to warnings when using ssh to access new remote computers

  2. Something you are about to do can have negative impacts on others

    1. this will be related mostly to the use of "idev" sessions beginning tomorrow.

  • Info boxes

These are used to give more general background about things

These are somewhat new this year, and feedback on them is welcomed.

  • Tip boxes

Things I wish I knew sooner

As an example: On the command line, you can use the tab key to try to autofill the "rest" of whatever you are typing, weather it is the name of the directory, a long file, or even a command. Hitting tab twice will list all possible matches to whatever you have already typed when there are multiple different possibilities

 

Tutorial:

  • Logging into lonestar5

Hopefully you were able to log into ls5 last week as part of the pre-class assignment. If not make sure the instructor is aware as there are additional elements that still need to be addressed (potentially adding you to the project allocation and definitely being added to the reservation that we will use starting tomorrow). 

 

ssh <username>@ls5.tacc.utexas.edu

When prompted enter your password, and digital security code from the app, and answer "yes" to the security question if you see one.

As a reminder, the ssh command, and launching programs to give you the prompt to type them was provided as part of the pre-class assignment. Convenient links incase you need them or want to refresh your memory:

 

  • Setting up your lonestar profile

There are many flavors of Linux/Unix shells. The default for TACC's Linux (and most other Linuxes) is bash (bourne again shell), which we will use throughout.

Whenever you login via an interactive shell as you did above, a well-known script is executed by the shell to establish your favorite environment settings. I've set up a common profile for you to start with that will help you know where you are in the file system and make it easier to access some of our shared resources. If you already have a profile set up on lonestar that you like, we want to make sure that we don't destroy it but it is critical to make sure that we change it temporarily so everyone is working from the same place through the class. Use the ls command to check if you have a profile already set up in your home directory.

cdh ls .profile ls .bashrc

 

If you already have a .profile or .bashrc file, use the mv command to change the name to something descriptive (for example ".profile_pre_GVA_backup"). Otherwise continue to creating a new files.

mv .profile profile_pre_GVA_backup mv .bashrc bashrc_pre_GVA_backup

A warning about deleting files

Most of us are used to having an 'undo' button, trash/recycling collection of deleted files, or warnings when we tell a computer to do something that can't be undone. The command line offers none of these options. In extreme situations on TACC, you can use the help desk ticket system to recover a deleted file, but there is no guarantee files can be recovered under normal circumstances (we will cover exceptions to this later).

The specific warning right now is that if you have an existing profile, and have not done the above commands correctly, you will not be able to recover your existing profile. Thus this is a great opportunity to interact with your instructor and make 100% the above steps have been correctly performed. Type ls -al onto the command line and then share your screen on zoom if you are not sure

 

Now that we have backed up your profiles so you won't lose any previous settings, you can copy our predefined GVA2020.bashrc file from the /corral-repl/utexas/BioITeam/scripts/ folder to your $HOME folder as .bashrc and the predefined GVA2020.profile as .profile from the same location before using the chmod command to change the permissions to read and write for the user only.

cp /corral-repl/utexas/BioITeam/scripts/GVA2020.bashrc .bashrc cp /corral-repl/utexas/BioITeam/scripts/GVA2020.profile .profile chmod 700 .bashrc chmod 700 .profile


The chmod 700 <FILE> command marks the file as readable/writable/executable only by you. The .bashrc script file will not be executed unless it has these permissions settings. 

Understanding why some files start with a "."

In the above code box, you see that the names start with a . when a filename starts with a . it conveys a special meaning to the operating system/command line. Specifically, it prevents that file from being displayed when you use the ls command unless you specifically as for hidden files to be displayed using the -a option. Such files are termed "dot-files" if you are interested in researching them further.

Let's look at a few different ways we will use the ls command throughout the course. Compare the output of the following 4 commands:

Standard output
ls #ignore everything that comes after the # mark. There is a problem on this wiki page but things after a # wont effect commands
Standard output plus hidden files
ls -a
Standard output plus hidden files in a single column
ls -a -1
Standard output plus hidden files in a single column with additional information
ls -a -l

Throughout the course you will notice that many options are supplied to commands via a single dash immediately followed by a single letter. Usually when you have multiple commands supplied in this manner you can combine all the letters after a single dash to make things easier/faster to type. Experiment a little to prove to yourself that the following 2 commands give the same output.

Standard output plus hidden files in a single column
ls -a -1 ls -al

While knowing that you can combine options in this way helps you analyze data faster/better, the real value comes from being able to decipher commands you come across on help forums, or in publications.

For ls specifically the following association table is worth making note of, but if you want the 'official' names consider using the man command to bring up the ls manual.

 

Getting back to your profile... Since .bashrc is executed when you login, to ensure it is set up properly you should first logout:

logout # or exit

then log back in:

ssh <username>@ls5.tacc.utexas.edu

If everything is working correctly you should now see this as your prompt:  

tacc:~$

If you see anything besides "tacc:~$", get my attention and be ready to share your screen rather than continuing forward.

 

 

  • Setting up other shortcuts:

In order to make navigating to the different file systems on lonestar a little easier ($SCRATCH and $WORK), you can set up some shortcuts with these commands that create folders that "link" to those locations. Run these commands when logged into lonestar with a terminal, from your home directory.

Creating a shortcut to the main Lonestar working directories
cdh ln -s $SCRATCH scratch ln -s $WORK work ln -s $BI BioITeam

Several people report seeing an error message stating "ln: failed to create symbolic link 'BioITeam/BioITeam': Permission denied." This is being investigated, but is not expected to impact today's tutorial.

  • Understanding what your .bashrc file actually does.

Let's look at what your .bashrc profile actually does. Use the cat command to print contents of the .bashrc file to the screen.

Print the contents of the .profile file to the screen
cat .bashrc

This will print several lines of text to the terminal window. Let's look at what some of these lines do with a little more information:

  • lines that start with #

    • Any line begins with a # symbol, is "commented out". Anything after a # symbol will not be executed by any program. Programers commonly make use of behavior to leave notes for others, or even themselves at a later date as to what particular lines of a script are actually doing.

  • Section 1 has multiple lines involving "module load <NAME>"

    • This loads different modules by default. We have included ones that we will use throughout the course and that you will commonly make use of. After we review the use of the nano text editor we'll go into more depth with TACC modules. But for now trust us when we say that not having to load a bunch of modules every time you log into TACC is a good thing.

  • Section 2 has multiple lines starting with "export"

    • The export lines define shell variables for example BI and PATH. You've already seen how using $BI can come in handy accessing our shared course directory. As for PATH, that is a well-known environment variable that defines a set of directories where the shell will look when you type in a program's name. Our shared profile adds the common course directories that we copied at the start of this tutorial and your local ~/local/bin directory (which does not exist yet) to the location list. You can see the entire list of locations by doing this:

      How to see where the bash shell looks for programs

      echo $PATH

      As you can see, there are a lot of locations on the path. That's because when you load modules at TACC (see above), that mechanism makes the programs available to you by putting their installation directories on your $PATH.

  • umask 002

    • The umask command is used to set the default permissions of newly created files and directories limiting the need to use the chmod command. umask functions as the inverse of chmod meaning that it subtracts the values from the default permissions. In this case the command umask 002 is the equivalent of the command chmod 775 for directories, and chmod 664 for files. in summary, having this command in your .profile gives all new files you create read and write access to both you and your group while giving read only access to everyone else.

  • PS1='tacc:\w$ '

    • The PS1='tacc:\w$ ' line is a special setting that tells the shell to display the current directory as part of its prompt. It saves you typing pwd all the time to see where you are in the directory hierarchy. Try using the mkdir command to make a new directory called tmp and change into that directory to see what it does to your prompt.

      See how your prompt reflects your current directory

      mkdir tmp cd tmp
    • Your prompt should have changed from: "tacc:~$"to now be "tacc:~/tmp$". Your prompt now tells you you are in the tmp subdirectory of your home directory (~). See if you can figure out how to return to your home directory without expanding the code block. Expand the following code block to see the different ways of returning to your home directory.

      How to return to your home directory

      cd cdh cd $HOME cd ~ cd -

      The last example in the above code block will return you to your previous directory. In this case, that means the home directory, but it can be very useful in other situations when you change directories to do something in 1 place then need to hop back to where you were, or if you mistakenly leave a directory.

 

  • Editing files

There are a number of options for editing files at TACC. These fall into three categories:

  • Linux text editors installed at TACC (nanoviemacs). These run in your terminal window. vi and emacs are extremely powerful but also quite complex, so nano is the best choice as a first local text editor. If you are already familiar with one of the other programs you are welcome to continue using it.

  • Text editors or IDEs that run on your local computer but have an SFTP (secure FTP) interface that lets you connect to a remote computer (Notepad++ or Komodo Edit). Once you connect to the remote host, you can navigate its directory structure and edit files. When you open a file, its contents are brought over the network into the text editor's edit window, then saved back when you save the file.

  • Software that will allow you to mount your home directory on TACC as if it were a normal disk e.g. MacFuse/MacFusion for Mac, or ExpanDrive for Windows or Mac ($$, but free trial). Then, you can use any text editor to open files and copy them to your computer with the usual drag-drop.

We'll go over nano together in class, but you may find these other options more useful for your day-to-day work so feel free to go over these sections in your free time to familiarize yourself with their workings to see if one is better for you.

Komodo Edit is another free, full-featured text editor with syntax coloring for many programming languages and a remote file editing interface. It has versions for both Macintosh and Windows. Download the appropriate install image here.

Once installed, start Komodo Edit and follow these steps to configure it:

  • Configure the default line separator for Unix

    • On the Edit menu select Preferences

    • Select the New Files Category

    • For Specify the end-of-line (EOL) indicator for newly created files select UNIX (\n)

    • Select OK

  • Configure a connection to TACC

    • On the Edit menu select Preferences

    • Select the Servers Category

    • For Server type select SFTP

    • Give this profile the Name of Lonestar

    • For Hostname enter ls5.tacc.utexas.edu

    • Enter your TACC user ID for Username

    • Leave Port and Default path blank

    • Select OK

When you want to open an existing file at Lonestar, do the following:

  • Select the File menu -> Open -> Remote File

    • Select your Lonestar profile from the top Server drop-down menu

    • Once you log in, it should show you all the files and directories in your lonestar $HOME directory

  • Navigate to the file you want and open it

    • Often you will use the work or scratch directory links to help you here

To create and save a new file, do the following:

  • From the Komodo Edit Start Page, select New File

    • Select the file type (Text is good for commands files)

  • Edit the contents

  • Select the File menu -> Save As Other -> Remote File

    • Select your Lonestar profile from the Server drop-down menu

    • Once you log in, it should show you all the files and directories in your lonestar $HOME directory

  • Navigate to where you want the put the file and save it

    • Often you will use the work or scratch directory links to help you here

Notepad++ is an open source, full-featured text editor for Windows PCs (not Macs). It has syntax coloring for many programming languages (Python, Perl, shell), and a remote file editing interface.

If you're on a Windows PC download the installer here.

Once it has been installed, start Notepad++ and follow these steps to configure it:

  • Configure the default line separator for Unix

    • In the Settings menu, select Preferences

    • In the Preferences dialog, select the New Document/Default Directory tab.

    • Select Unix in the Format section

    • Close

  • Configure a connection to TACC

    • In the Plugins menu, select NppFTP, then select Focus NppFTP Window. The top bar of the NppFTP panel should become blue.

    • Click the Settings icon (looks like a gear), then select Profile Settings

    • In the Profile settings dialog click Add new

    • Call the new profile lonestar

    • Fill in Hostname (ls5.tacc.utexas.edu) and your TACC user ID

    • Connection type must be SFTP

    • Close

To open the connection, click the blue (Dis)connect icon then select lonestar connection. It should prompt for your password. Once you've authenticated, a directory tree ending in your home directory will be visible in the NppFTP window. You can click the the (Dis)connect icon again to Disconnect when you're done.

Since much of the editing we'll do will be in your SCRATCH area at TACC, rather than having to navigate around TACC's complex file system tree, it helps to create symbolic links to your WORK and SCRATCH directory in your home directory. Then you'll be able to get there just by clicking on the scratch or work folder in the Notepad++ Remote directory tree. See below for how to do this.

Want your Lonestar5 files to appear like any other place on your hard drive? You can do this using MacFuse/MacFusion on a Mac.

Want to edit files on TACC without having to use nano? You might want to use TextWrangler, a text editor that can edit files over ssh.

Editing Text Files on TACC: TextWrangler

TextWrangler is a recommended FreeWare text editor for MacOS X. (It even keeps with the theme TACC has going with naming its clusters!) You can use it to directly edit text files on Lonestar with OSXFuse/MacFusion using a nice GUI. It is a much more powerful text editor than TextEdit, and won't trip you up by wrapping lines etc., if you learn to use it.

Even if you cannot install OSXFuse/MacFusion, TextWrangler allows you to edit a remote file via SSH. To do this:

  1. Select *File > Open from FTP/SFTP Server...

  2. Type ls5.tacc.utexas.edu, your username, and your password into the appropriate boxes.

  3. Check the You need to check the SFTP box.

  4. Click connect.

  5. You will now have a file browser window. You can create new files and edit existing files on lonsetar, but won't be able to drag-and-drop copy files.

Tip: Files beginning in a dot (.) like (.bashrc) are "hidden" and won't show up when you are navigating in Finder (if using OSXFuse/MacFusion). There is a way to turn on showing these files in finder, but it can get annoying because they will show up everywhere. If you use the TextWrangler "open" command to open a file, there is a box that you can check to show these files.

Connecting to TACC Like a Hard Drive: MacFuse/MacFusion

Here are the steps for an installation:

  1. Download and install FUSE for OS X.

    • Check the option to install the "compatibility layer"

  2. Download MacFusion.

    • Move the app that gets downloaded to your Applications folder

  3. Restart your computer.

  4. Open the MacFusion application.

  5. Click the + menu in the window and select SSHFS. Enter your login information for lonestar. Choose connect. The remote file system will appear in Finder (depending on your settings it may be on the desktop or inside the computer shortcut in the side of a Finder window). You can also click on the mounted volume within MacFusion and choose "Reveal" from the gear menu.

Copying Files To and From TACC: SFTP Clients

If you can't get OSXFuse/MacFusion to work, you can still copy files back and forth between your computer and TACC using a secure FTP (SFTP) client. Some examples of free programs for Mac are:

As we will be using nano throughout the class, it is a good idea to review some of the basics. nano is a very simple editor available on most Linux systems. If you are able to use ssh, you can use nano. To invoke it, just type:

How to start the nano text editor
nano

You'll see a short menu of operations at the bottom of the terminal window. The most important are:

  • ctl-o - write out the file

  • ctl-x - exit nano
    You can just type in text, and navigate around using arrow keys. A couple of other navigation shortcuts:

  • ctl-a - go to start of line

  • ctl-e - go to end of line

Be careful with long lines – sometimes nano will split long lines into more than one line, which can cause problems in our commands files, and if you copy paste code into a nano editor.

 

What can you do to see contents of a file without opening it for editing?

Note that all of the above state that it is bad to view binary files. Binary files exist for computers to read, not humans, and are thus best ignored. We'll go over this in more detail as well as some conversion steps when we deal with .sam and .bam files later in the course.

  • How should we name files and folders?

In general you will want to adopt a consistent pattern of naming, and it should be your own and something that makes sense to you. After that there are some tips:

  1. The most important thing to get used to is the convention of using . _  or capitalizing the first letter in each word in names rather than spaces in names, and limiting your use of any other punctuation. Spaces are great for mac and windows folder names when you are using visual interfaces, but on the command line, a space is a signal to start doing something different. Imagine instead of a BioITeam folder you wanted to make it a little easier to read and wanted to call it "Bio I Team" certainly everyone would agree its easier to read that way, but because of the spaces, bash will think you want to create 3 folders, 1 named Bio another named I and a third named Team. Now this is certainly behavior you can use when appropriate to your advantage, but generally speaking spaces will not be your friend. Early on in my computational learning I was told "A computer will always do exactly what you told it to do. The trick is telling it to do what you want it to do". 

  2. Name things something that makes it obvious to you what the contents are not just today but next week, next month, and next year even if you don't touch the it for weeks-months-years.

 

To answer the question, Yes, files/folders can have spaces. This is hidden away to keep you from accidentally thinking that this is a good idea. LET ME STRESS AGAIN this is a horrible habit to get into and will lead to unforced errors.

Instead let's think about this from the prospective of encountering files or directories that you are working with but didn't create that have spaces in them. Assumably because a colleague who didn't take this course sent you some data, and not because you thought it was a good idea personally. Spaces can be "escaped" like many other special characters. Imagine someone sent you directory name "This is really annoying to use but I don't know it yet" to change into that directory you would have to type:

cd this\ is\ really\ annoying\ to\ use\ but\ I\ don\'t\ know\ it\ yet

Notice that the apostrophe also had to be escaped, which should help show you not to use other punctuation.

The tab key would automatically add the escape character for you.

 

  • Stringing commands together and controlling their output

In a linux shell, it is often useful to take output of one command save it to a new file rather than having it print to the screen. It uses a familiar metaphor: "pipes". The linux operating system expects some "standard input pipe" and gives output back through a "standard output pipe". These are called "stdin" and "stdout" in linux. There's also a special "stderr" for errors; we'll ignore that for now. Usually, your shell is filling the operating system's stdin with stuff you type - the commands with options. The shell passes responses back from those commands to stdout, which the shell usually dumps to your screen. The ability to switch stdin and stdout around is one of the key reasons linux has existed for decades and beat out many other operating systems. Let's start making use of this. Change to the scratch directory and make a new folder called "piping" and put list of the full contents of the $BI folder to a new file called whatisHere.

Redirecting STDOUT
cds mkdir piping ls -1 $BI > whatisHere cat whatisHere

When you execute the ls -1 > whatisHere command, you should have noticed nothing happened on the screen, and when you cat the whatisHere file, you should notice the output you would have expected from the ls -1 > whatisHere command. Often it is useful to chain commands together using the output of the first command as the input of the second command. Commands are chained together using the "|" character (shift \ above the return key). Use redirection to put the first 2 lines of the $BI directory contents into the whatisHere file.

ls -1 $BI| head -2 > whatisHere cat whatisHere

Again, you should see your answer only showing up after the cat command. Note that by using a single > you are overwriting the existing contents. This is now your second warning that there is no warning that a file is about to be deleted, also remember linux doesn't have an "undo" features or trash/recycle bin functionality you may be used to from mac/windows. We will make use of the redirect output (stdout) character (>), and the "pass output along as input"  "|" throughout the course. Not all shells are equal - the bash shell lets you redirect stdout with either > or 1>; stderr can be redirected with 2>; you can redirect both stdout and stderr using &>. If these don't work, use google to try to figure it out. The web site stackoverflow is a usually trustworthy and well annotated site for OS and shell help.

 

Obviously not, "Here" is ambiguous, and "whatis" doesn't immediately tell you that its actually a list of directory contents.

Example move (mv) commands to rename the file something better
mv whatisHere BioIteam_contents mv whatisHere BioIteam_directory_contents mv whatisHere BioIteam_directory_contents_2020-06

This is what I would consider a good better best improvement. Yes the last one is particularly long, but almost guaranteed that you will know what exactly what that file is no matter when the next time you see it is.

 

  • Understanding TACC

Now that we've been using lonestar for a little bit, and have it behaving in a way that is a little more useful to us, let's get more of a functional understanding of what exactly it is and how it works.

Diagram of Lonestar5 directories: What connects to what, how fast, and for how long.

Lonestar is a collection of 1,252 computers with 24 cores connected to three file servers, each with unique characteristics. You need to understand the file servers to know how to use them effectively

 

$HOME

$WORK

$SCRATCH

 

$HOME

$WORK

$SCRATCH

Purged?