# Guide: Verify CryoSPARC Installation with the Extensive Validation Job (v4.3+)

{% hint style="info" %}
The "Extensive Workflow" job has been renamed to "Extensive Validation" in CryoSPARC v4.3.0+. For the version of this guide applicable to CryoSPARC versions ≤v4.2, please see: [Extensive Workflow](https://guide.cryosparc.com/setup-configuration-and-management/software-system-guides/tutorial-verify-cryosparc-installation-with-the-extensive-workflow-sysadmin-guide-1)
{% endhint %}

{% hint style="success" %}
In CryoSPARC v5.0+, many job types have been added to the Extensive Validation Job's test set, and in advanced mode (see below), nearly all job types that exist are launched, providing for a comprehensive test of CryoSPARC.
{% endhint %}

## Introduction

CryoSPARC's "Extensive Validation" job orchestrates a full 3D target reconstruction for two datasets:&#x20;

* T20S Proteasome ([EMPIAR-10025](http://pdbe.org/EMPIAR-10025)) from a small subset of movies (\~8GB)
* Tobacco Mosaic Virus ([EMPIAR-10305](https://www.ebi.ac.uk/empiar/EMPIAR-10305/))

CryoSPARC's engineering team uses this job to automatically test and benchmark CryoSPARC between releases.

System Administrators may use the Extensive Validation job to verify that CryoSPARC is correctly configured following a fresh installation or an update.

![Table view of a workspace with an Extensive Validation run](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FzyS0nhuVXmFUcmVMLzim%2Fv4.3.0-extensive-validation-table-view.png?alt=media\&token=f8ca6d1d-4f55-43d5-9ce0-0b02f6588705)

### Benchmarking vs. Testing

The Extensive Validation job has two modes: Benchmark mode and Testing mode.

<figure><img src="https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FD6SFXiFiPDk0iltiRK6D%2Fv4.3-pb-ext_wflo-benchmark-mode-switch.png?alt=media&#x26;token=63aabed9-6725-4dea-b05d-7c9b26fae2b8" alt=""><figcaption><p>Switch the Extensive Workflow job from "Testing" mode to "Benchmark" mode using the drop-down menu.</p></figcaption></figure>

In Benchmark mode, jobs with pre-defined parameters run sequentially on the worker node in order. Each job accesses available system resources independently of other jobs to collect accurate runtime statistics. **Benchmark mode is useful for evaluating the overall performance of a worker node.**

In Testing mode, jobs run in parallel when possible. Multiple parameter combinations of each job are dispatched. **Testing mode is useful for ensuring that a CryoSPARC instance is installed correctly.**

Both Benchmark and Testing modes verify the following system requirements:

* CryoSPARC system and license installation
* Worker/Cluster configuration
* GPU and CUDA driver installation
* SSD caching

### Datasets Available

{% hint style="info" %}
CryoSPARC downloads the selected dataset into the project directory when the Extensive Validation job first runs in the current project.
{% endhint %}

#### [EMPIAR-10025](https://www.ebi.ac.uk/empiar/EMPIAR-10025/)

* **Number of movies:** 20
* **Frames per movie:** 38
* **Movie size:** 7420 × 7676 (K2 Super Resolution)
* **Pixel size:** 0.86 Å
* **Particles processed:** 10,000
* **Particle box size (pixels):** 448

<details>

<summary>Jobs run in Benchmark Mode (up to CryoSPARC v4.7)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Manually Curate Exposures
5. Blob Picker
6. Inspect Particle Picks
7. Extract From Micrographs (CPU)
8. 2D Classification
9. Select 2D
10. Template Picker
11. Inspect Particle Picks
12. Extract From Micrographs (CPU)
13. 2D Classification (50 Class)
14. 2D Classification (100 Class) (All Job Types Enabled)
15. 2D Classification (200 Class) (All Job Types Enabled)
16. Select 2D
17. Particle Sets Tools
18. Ab-Initio Reconstruction
19. Ab-Initio Reconstruction (3 Class) (All Job Types Enabled)
20. Homogeneous Refinement
21. Non-Uniform Refinement
22. Homogeneous Refinement Legacy (All Job Types Enabled)
23. Non-Uniform Refinement Legacy (All Job Types Enabled)
24. 3D Classification
25. 3D Variability (3 Mode)
26. 3D Variability (6 Mode) (All Job Types Enabled)

</details>

<details>

<summary>Jobs run in Testing Mode (up to CryoSPARC v4.7)</summary>

1. Import Movies
2. Patch Motion Correction
3. Full-Frame Motion Correction
4. Patch CTF Estimation
5. CTFFIND4
6. Curate Exposures (Stream A)
7. Curate Exposures (Stream B)
8. Blob Picker (Stream A)
9. Blob Picker (Stream B)
10. Inspect Picks (Stream A)
11. Inspect Picks (Stream B)
12. Extract From Micrographs (Stream A)
13. Local Motion Correction (Stream B)
14. 2D Classification (Stream A) # all jobs past this point are in Stream A
15. Select 2D
16. Template Picker
17. Inspect Picks
18. Extract From Micrographs
19. 2D Classification (50 Class)
20. 2D Classification (100 Class)
21. 2D Classification (200 Class)
22. Select 2D
23. Particle Sets Tools
24. Ab-Initio Reconstruction
25. Ab-Initio Reconstruction (3 Class)
26. Homogeneous Refinement
27. Non-Uniform Refinement
28. Homogeneous Refinement (Legacy)
29. Non-Uniform Refinement (Legacy)
30. Heterogeneous Refinement (3 Class)
31. Heterogeneous Refinement (6 Class)
32. 3D Classification (Simple mode)
33. 3D Classification (PCA mode)
34. 3D Variability (3 mode)
35. 3D Variability (6 mode)
36. Sharpening Tools
37. Validation (FSC)
38. Global CTF Refinement
39. Local CTF Refinement
40. 3D Variability Display

</details>

<details>

<summary>Jobs run in Benchmark Mode (CryoSPARC v5.0+)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Manually Curate Exposures
5. Blob Picker
6. Inspect Particle Picks
7. Extract From Micrographs (CPU)
8. Micrograph Junk Detector (v5.0+)
9. 2D Classification
10. Downsample Particles (v5.0+)
11. Select 2D
12. Template Picker
13. Inspect Particle Picks
14. Extract From Micrographs (CPU)
15. 2D Classification (50 Class)
16. 2D Classification (100 Class) (All Job Types Enabled)
17. 2D Classification (200 Class) (All Job Types Enabled)
18. Select 2D
19. Particle Sets Tools
20. Ab-Initio Reconstruction
21. Ab-Initio Reconstruction (3 Class) (All Job Types Enabled)
22. Heterogeneous Refinement (v5.0+)
23. Homogeneous Refinement
24. Non-Uniform Refinement
25. Subset Particles by Statistic
26. Volume Tools
27. Orientation Diagnostics
28. 3D Variability (3 Mode)
29. 3D Variability (6 Mode) (All Job Types Enabled)
30. Local Refinement

</details>

<details>

<summary>Jobs run in Testing Mode (CryoSPARC v5.0+)</summary>

1. Import Movies
2. Import Micrographs
3. Import 3D Volumes
4. Import Particle Stack
5. Import Templates
6. Patch Motion Correction
7. Full-Frame Motion Correction
8. Import Beam Shift
9. Patch CTF Estimation
10. CTFFIND4
11. Check For Corrupt Micrographs
12. Generate Micrograph Thumbnails
13. Curate Exposures (Stream A)
14. Curate Exposures (Stream B)
15. Exposure Tools
16. Exposure Sets Tool (Split)
17. Exposure Sets Tool (Intersect)
18. Blob Picker (Stream A)
19. Blob Picker (Stream B)
20. Inspect Picks (Stream A)
21. Remove Duplicate Particles
22. Blob Picker Tuner
23. Inspect Picks (Stream B)
24. Reassign Particles to Micrographs
25. Patch CTF Extraction
26. Local Motion Correction (Stream B)
27. Local Motion Correction (Multi) (Stream B)
28. Extract From Micrographs (CPU) (Stream A)
29. Extract From Micrographs (GPU)
30. Micrograph Junk Detector
31. Restack Particles
32. 2D Classification (Stream A) # all jobs past this point are in Stream A
33. Cache Particles on SSD&#x20;
34. Check For Corrupt Particles
35. Class Probability Filter
36. Downsample Particles
37. Select 2D
38. Average Power Spectra
39. Template Picker
40. Inspect Picks
41. Extract From Micrographs
42. Exposure Group Utilities (Combine Particles)
43. Exposure Group Utilities (Split Particles)
44. Exposure Group Utilities (Combine Exposures)
45. Exposure Group Utilities (Split Exposures)
46. 2D Classification (50 Class)
47. 2D Classification (100 Class)
48. 2D Classification (200 Class)
49. Rebalance 2D Classes
50. Select 2D
51. Particle Sets Tools
52. Reconstruct 2D Classes
53. Ab-Initio Reconstruction
54. Ab-Initio Reconstruction (3 Class)
55. Split Volumes Group
56. Simulate Data
57. Reference Based Auto Select 3D
58. Volume Tools
59. Create Templates (Non-Helical)
60. Create Templates (Helical)
61. Heterogeneous Refinement
62. Homogeneous Refinement
63. Non-Uniform Refinement
64. Subset Particles by Statistic
65. Volume Alignment Tools
66. Volume Tools (Mask)
67. Reference Based Auto Select 2D (Sobel)
68. Reference Based Auto Select 2D (Cluster)
69. Reference Based Auto Select 2D (Thresholds)
70. Rebalance Orientations&#x20;
71. Orientation Diagnostics
72. Heterogenous Reconstruction Only
73. Local Resolution Estimation
74. Symmetry Search Utility
75. Apply Helical Symmetry
76. Reference Based Motion Correction
77. 3D Flex Data Prep&#x20;
78. Patch Motion to Local Motion
79. 3D Classification&#x20;
80. Sharpening Tools
81. Validation (FSC)
82. Global CTF Refinement
83. 3D Variability (3 mode)
84. 3D Variability (6 mode)
85. Local Refinement
86. Recenter Trajectories
87. Apply Trajectories
88. Local Filtering
89. 3D Flex Mesh Prep
90. Align 3D Maps
91. Regroup 3D Classes
92. Particle Subtraction
93. 3D Flex Training
94. Local CTF Refinement
95. ResLog Analysis
96. 3D Variability Display
97. 3D Flex Generator
98. 3D Flex Reconstruction

</details>

#### [EMPIAR-10305](https://www.ebi.ac.uk/empiar/EMPIAR-10305/)

* **Number of movies:** 62
* **Frames per movie:** 20
* **Movie size:** 7420 × 7676 (K2 Super Resolution)
* **Pixel size:** 0.32 Å
* **Particles processed:** \~30,000
* **Particle box size (pixels):** 512

<details>

<summary>Jobs run in Benchmark Mode (up to CryoSPARC v4.7)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Curate Exposures
5. Blob Picker
6. Inspect Picks
7. Extract From Micrographs
8. 2D Classification
9. Select 2D
10. Template Picker
11. Inspect Picks
12. Extract From Micrographs
13. 2D Classification
14. Select 2D
15. Particle Sets Tools
16. Ab-Initio Reconstruction
17. Homogeneous Refinement
18. Non-Uniform Refinement
19. 3D Classification
20. 3D Variability

</details>

<details>

<summary>Jobs run in Testing Mode (up to CryoSPARC v4.7)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Filament Tracer
5. Inspect Picks
6. Extract From Micrographs
7. 2D Classification
8. Select 2D
9. Helical Refinement
10. Local CTF Refinement
11. Global CTF Refinement
12. Symmetry Expansion
13. Homogeneous Reconstruct Only

</details>

<details>

<summary>Jobs run in Benchmark Mode (CryoSPARC v5.0+)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Filament Tracer
5. Inspect Particle Picks
6. Extract From Micrographs (CPU)
7. 2D Classification
8. Select 2D Classes
9. Helical Refinement
10. Local CTF Refinement
11. Global CTF Refinement
12. Symmetry Expansion
13. Homogeneous Reconstruction Only

</details>

<details>

<summary>Jobs run in Testing Mode (CryoSPARC v5.0+)</summary>

1. Import Movies
2. Patch Motion Correction
3. Patch CTF Estimation
4. Filament Tracer
5. Inspect Particle Picks
6. Extract From Micrographs (CPU)
7. 2D Classification
8. Select 2D Classes
9. Helical Refinement
10. Local CTF Refinement
11. Global CTF Refinement
12. Symmetry Expansion
13. Homogeneous Reconstruction Only

</details>

## Prerequisites

{% content-ref url="../how-to-download-install-and-configure" %}
[how-to-download-install-and-configure](https://guide.cryosparc.com/setup-configuration-and-management/how-to-download-install-and-configure)
{% endcontent-ref %}

## Creating and Running the Extensive Validation Job

1. Open the CryoSPARC web interface
2. In the dashboard, create a new Project from the navigation bar and create an initial workspace.

![](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2Fzsh9gXX6Za1Fal9xMdMg%2Fnew-project-selection-v4.3.png?alt=media\&token=425272f1-fce8-404c-88fe-4a397182d165)

Specify a descriptive title such as "Extensive Validation Testing" and directory for the project to store its data.

<figure><img src="https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FpEZifH0tSo4NpHllFTan%2Fextensive-validation-create-new-project-v4.3.png?alt=media&#x26;token=9e16eb1a-a9d3-473f-b762-e141500886a5" alt=""><figcaption></figcaption></figure>

**Best practices:** Create a new workspace and run the Extensive Validation in that workspace each time CryoSPARC updates and restarts. Name each workspace with the latest installed version of CryoSPARC that the job runs on. For example, when testing CryoSPARC v4.3.0, name the workspace "v4.3.0 Benchmark and Validation"

4\. Select the Job Builder from the sidebar and select the **"Extensive Validation"** job (under the Validation category).

![](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FQTyeLNgKPh6Pd2dwmJBn%2Fv4.3-extensive-validation-builder.png?alt=media\&token=cb50e7d1-86c3-414d-9001-7dbfbabef0e0)

*5. (Optional)* If desired, change the job parameters.

6\. Select the node or cluster that the Extensive Validation jobs should run on.

![](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FrnaByM6wI9XNuBPUuS8i%2Fextensive-validation-resource-param-sec.png?alt=media\&token=93986ff1-12b2-401e-8788-8677890fd9c8)

![](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FDxHc5GicFN5qc1zPEUO5%2Fv4.3-resource-selection.png?alt=media\&token=7ef51e43-6af1-4357-b83b-755d68119e00)

Queue the job from the Job Builder sidebar. Open the job's Event log (either click/tap the Job card header or select the Job card and press the `Space` key) to monitor its progress. The Validation job logs each spawned job as it is queued and logs how long it takes to complete.

![](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FAnWpBc6IeaIQ8L4dMa7v%2Fextensive-validation-job-overview-tab.png?alt=media\&token=435bed08-7e5b-44c4-9815-1ea75a3049eb)

Close the Job modal with the `×` button. This shows the workspace overview with CryoSPARC jobs spawned by the Extensive Validation job&#x20;

Once all jobs successfully complete, the Extensive Validation job status changes to "Completed". This means the installation was successful. Users may now be notified to start or resume processing!

## Troubleshooting Failed Jobs

Extensive Validation will fails if any spawned job fails.

Scroll through the workspace to find jobs with the "Failed" status. Open the failed job's Event Log. Scroll to the bottom to see why the job failed.

Common failure reasons include

* [Cannot verify license](https://discuss.cryosparc.com/t/new-install-error-connecting-to-cryosparc-license-server/3825) or license key entered incorrectly
* [Incorrect filesystem permissions](https://discuss.cryosparc.com/t/file-r-w-permissions/3544)
* [CUDA not set up correctly](https://discuss.cryosparc.com/t/3d-variability-analysis-errors-v2-9-0/3110)
* [SSD cache full or not set up correctly](https://discuss.cryosparc.com/t/changing-ssd-no-run-directory/2916)
* [Worker registration issue](https://discuss.cryosparc.com/t/exit-status-255-error/2177)
* [Not enough GPU memory available](https://discuss.cryosparc.com/t/patchmotion-failure-2-13-2/3971)

Once the configuration issue is resolved, restart the Extensive Validation job: Either create a new workspace and job as already noted, or clear the existing Extensive Workflow job and re-queue.

## Additional Extensive Testing

For an even *more* extensive system test, the Extensive Validation job provides the parameter  "Run Advanced Jobs"

![Turn on the "Run Advanced Jobs" radio button to run the full workflow.](https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FRVY8O5MzKzkKoOkPMo8v%2Fv4.3-ext-wflo-advanced-toggle.png?alt=media\&token=2f6ce388-586a-4d7e-9943-5145b03e545c)

With "Run Advanced Jobs" enabled, additional validation jobs run in parallel. Use this to verify multi-GPU performance on a single node. Advanced jobs available for each dataset are listed in the "Datasets Available" section above.

## Expected Results

To compare the results of Extensive Validation runs, use "Benchmark" mode. This locks in the parameters and runs each job serially to ensure all system resources are available independently. The benchmark results may be viewed in the "Manage" panel, under the "Benchmarks" tab.

<figure><img src="https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FUgWdTeBdR2NFUCUGs5db%2Fv4.3-manage-panel.png?alt=media&#x26;token=9fc520a9-696d-40d6-8e1b-f41477d002bb" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FWZguEBGCmkObyz9ScRmQ%2Fv4.3-benchmark-main-tab.png?alt=media&#x26;token=9b5bee69-fa70-45f3-835d-254a752266ec" alt=""><figcaption></figcaption></figure>

There are several reference benchmarks available for comparison with your CryoSPARC installation, including benchmarks completed on AWS EC2 instances. Select one or more benchmark rows and click "Compare" to compare benchmarks.

<figure><img src="https://1916621962-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M7DGv3GkRvGGpbVPCgg%2Fuploads%2FilIYb3Egai9DQOAEMngV%2Fv4.3-benchmark-compare.png?alt=media&#x26;token=d8844667-4335-45fe-bcdb-5949b86cac18" alt=""><figcaption></figcaption></figure>
