Introduction to Jetstream
Getting Started – Signing Up
Getting Started – Launching an Instance
Getting Started – Installing Software
A quick guide to getting started on Jetstream
Before we start, here are a couple reasons for “Why Jetstream?”
It is a cloud computing resource that provides access to pre-configured virtual machines (VM) with root access. Using VMs help with the transition of non-computer science background professionals to the command line, software installs, and onto running analyses on LINUX environment (as most HPC clusters). For more on Jetstream, go here.
Preconfigured VM means the software you would like to work with may already be installed – and if not, it is much easier to install software with root access!
Let’s start by getting on Jetstream.
Getting Started – Signing Up
1. Register for an XSEDE account here. Jetstream is part of the XSEDE national cyberinfrastructure and requires a username. This only takes a couple minutes and is the first step in accessing all the XSEDE machines, such as PSC’s Bridges – our go-to for very high memory jobs. You will only have to do this once.

2. Use the XSEDE credentials to log into Jetstream
Step 1 – Select login

Step 2 – Select Continue

Step 3 – Enter username and password

Sign in and now you should be logged into your Jetstream account
3. If you don’t have Jetstream allocation here are your options
- Request to be part of NCGAS allocation by emailing help@ncgas.org.
This form of allocation is preferable when you would like to test Jetstream to see if it meets your computational needs. Also, you can get started on your project while waiting for your allocation to be approved (see b or c). Do note that use of our allocation is for trial and beginning purposes – if you begin to use significant computational time, we may contact you to remind you to get your own allocation. - Request for a trial access allocation from Jetstream.
No formal allocation proposal request and will be given access within a day with a minimum number of computational time. - Make a formal allocation request to XSEDE. This can take a bit of time to get approved, which is why this is typically done after you have a trial allocation in place.
Once you have allocations, it will appear on your homepage on Jetstream as shown below- in the example below the account has two allocations (red) and 2 instances currently running (yellow). When the allocations run out, you will have to renew your allocation, so occasionally check to make sure you aren’t getting too low!

4. Add an ssh-key to Jetstream account. This allows you to sign into VMs easily.
For more information on setting up SSH-keys, click here. Before you continue, make sure to have an ssh key pair generated.
Step 1 – Click on username on the top-right end of your screen, then select Settings

Step 2 – Select “Show more” under Advanced

Step 3 – Under SSH configuration, select “+” to add a public key

Step 4 – add your key- as shown below, then click Confirm

Now when you launch your instance/VM, this key will be added to it. You won’t need to remember a password 😊
Getting Started – Launch an Instance
Jetstream offers a set of pre-configured VMs, such as Bio-Linux, Galaxy, R with a set of software packages already installed. New preconfigured VMs are added regularly, so be sure to search the repository before toiling through installing software unnecessarily.
The basic steps to launch an instance are listed here.
Below is an example of how to launch an instance that is pre-configured to have the bcbio-nextgen toolkit (Documentation) already installed.
1. Select projects, then click on CREATE NEW PROJECT
In the below case, there are already two projects directories.

2. Fill in Project Name and Description. Select CREATE

Now this project should show up as a project. For example, if I named the project “test”, you will see a project named test, as shown below.
3. Click on the project “test”

4. Click on NEW

5. Click on “Instance” to start a VM
Note the Volume option to store the input data and outputs from your Jetstream image. More information can be found here.

6. To launch a “bcbio-nextgen toolkit”, click on “Show all”, then type “bcbio” in search.
Below is the list of precompiled Jetstream instances with software (R) already installed.
You can also search directly by name – here I use bcbi. Click on the instance to advance to the next step.

7. Fill in the following details:
- Instance name- you can keep the same, but if you were to spin up 2 or 3 of the same instances with the same name that will be problematic
- Image version- the images are updated to fix bugs or to add software updates, unless for specific reasons, always choose the latest update
- Allocation source- this is the tab to consider if you have more than 1 allocations, otherwise ignore
- Provider- either is fine. You may have a bit easier time getting direct help from us if you select IU, however.
- Instance Size- You can see here bcbio image default is medium, so you can spin up an instance that is medium or bigger than medium.
How to select a size- look at the size of your data- if your input data size is 100GB- pick an instance with <=120GB memory required by the software- for high memory jobs, like assembly, pick 60 GB parallelizing – look for the number of vCPU’s.
Once you make the changes as per your requirements, Click “Launch Instance”

8. Once the instance is launched, you can use the WebDesktop (Graphical User Interface, in red) or Webshell (command line, in black) that can be found on the right hand of the screen. The beta versions are updated versions.

If you would like to access the VM using SSH- here are the instructions.
Getting Started – Installing Software
sudo pip install “python package”
You can also install R packages with the default install.package(“name”), without designating an R_LIBS or other location! Most default instructions for installation now work when you have root access!
(Remember getting sudo/root access gives you power to customize your VM, but with “Great power comes great responsibility”.)
Another great benefit of using a VM is that if you made changes to your VM that you don’t like and can’t undo, you can try rebooting (restart). If that doesn’t work, stop (shut down) => start. Still didn’t work? Delete (kill VM and delete all data inside) => setup new VM (new machine) with the same image. Easy right?
But, deleting VMs and restarting them over and over again means using up more of your allocation to redo things you already did (set up, load data, etc).
When you are given access to Jetstream you are given a set allocation of Service units (SU’s) or 1 SU per vCPU core-hour (use of one virtual core of a CPU per hour). See here for more information. If you do use up your allocation, you can request more resources – feel free to email us for help when this happens!
That should get you started using Jetstream! In the meantime, for more information and guides for Jetstream go here.
Other posts on Jetstream
Data transfer to and from Jetstream using Globus is discussed here, but if you are new to Globus tutorial first go here.
Setting up volumes (like a hard drive) to increase the disk storage on your VM is also possible, for more information go here
If you have any more questions contact the Jetstream team at help@jetstream-cloud.org or us at help@ncgas.org.