.. _install_rst:
############
Installation
############
.. note::
**Windows Users**
If you will be running C/C++/Fortran models on a Windows operatoring system, you will first need to install Microsoft Visual Studio, regardless of the installation method you end up using. Visual Studio Community can be downloaded for free from `here `_. During installation, we recommend selecting the components below. If you forget to add something during the initial download, you can always modify the installation via the "Visual Studio Installer" program.
* "Desktop development with C++" - Workload under "Windows" section
* "MSVC v140 - VS 2015 C++ build tools (v14.00)" - Individual component under "Compilers, build tools, and runtimes" section.
If you *do not use conda/mamba* to install |yggdrasil|, you will also need to initialize the command line build tools in any prompt you will be calling |yggdrasil| from. This can be done by calling |yggdrasil| from a "VS2015 x64 Native Tools Developer Command Prompt", or by locating the ``vsvarsall.bat`` script that comes with Visual Studio. Information on the developer prompt and how to locate the ``vsvarsall.bat`` script can be found `here `_. The prompt/script used must enable the Visual Studio 2015 build tools (the specific year) to be compatible with the Python C library (see the discussion `here `_). The VS 2015 tools prompt/script will be installed from within Visual Studio 2019 by selecting the components indicated above. On a 64bit Windows machine (assuming you will be using 64 bit Python), the command to initialize these tools within a regular command prompt will look something like this, but the exact path will vary with your particular installation::
$ call "C:\Program Files (x86)\Microsoft Visual Studio 14.0\VC\vcvarsall.bat" amd64
.. note::
**Mac Users**
If you will be running C/C++/Fortran models, you will need to install the command line developer tools on Mac which provides several utilities for compilation and code management (e.g. clang, gcc, make, git). `This `_ article outlines how to check if they are installed and install them if they are not. It also describes how to install the Homebrew package manager, which will be useful for installing non-Python dependencies if you do not plan on using conda/mamba to install |yggdrasil|.
Conda/Mamba Installation (recommended)
--------------------------------------
.. note::
**Mamba Installation**
Mamba is a drop in replacement for conda that is often faster and provides clearer error messages when there are conflicts. You can install mamba by following the instructions `here `_ (including by using conda). Then you may just use ``mamba`` in place of any of the commands below.
Download and install Miniconda from `here `_ (or Anaconda from `here `_ if you would like additional Python libraries installed by default). There are conda distributions available for |yggdrasil| from `conda-forge `_. You can install |yggdrasil| from conda-forge by calling::
$ conda install -c conda-forge yggdrasil
from your terminal prompt (or Anaconda prompt on Windows). This will
install |yggdrasil| and all of its dependencies in your active
conda environment from the ``conda-forge`` channel.
Although not required, we recommend permanently adding conda-forge to
the list of accepted channels by running the following command from
the terminal (or Anaconda Prompt on Windows).::
$ conda config --add channels conda-forge
Optional dependencies for supported languages |yggdrasil| are grouped into utility "extra" subpackages. For example, to install C, C++, Fortran, and R and their dependencies, you could run the following::
$ conda install -c conda-forge yggdrasil yggdrasil.c yggdrasil.fortran yggdrasil.r
There are also several additional extras subpackages containing optional dependencies for additional communication mechanisms and |yggdrasil| development. The table below describes all of the subpackages
.. include:: tables/package_extras.rst
.. note::
**Windows Users** If you see the warning::
"WARNING: Did not find VS in registry or in VS140COMNTOOLS env var - your compiler may not work"
during installation you will need to run the command below to enable the Visual Studio command line tools.::
$ call "C:\Program Files (x86)\Microsoft Visual Studio 14.0\VC\vcvarsall.bat" amd64
Then run ``yggconfig`` to finish the installation process for C and C++.
.. warning::
If conda takes a very long time to install |yggdrasil| (>5 min spent solving the environment) or fails with an error about conflicts and you are using a version of conda older than 4.7.2, try either updating conda, using mamba (see note above), and/or adding the conda-forge channel (if you havn't already)::
conda config --add channels conda-forge
and setting the channel priority to strict::
conda config --set channel_priority strict
See discussion `here `_ for additional ideas on why conda might be hanging.
Development Installation
------------------------
If you would like to contribute to |yggdrasil|, instructions on setting up a development environment can be found :ref:`here `.
.. _manual_install_rst:
Manual Installation
-------------------
.. note::
Before installing |yggdrasil| from ``pip`` or the cloned repository, you
should manually install the non-Python dependencies, particularly the
ZeroMQ C and C++ libraries and R packages (see below).
.. warning::
**Windows Users** Be warned that there is 260 character limit to the size of the ``PATH`` environment variable (see note `here `_). If you modify the path (e.g. to add Python or the Python scripts directory), be sure that you do not exceed this limit. If you do, Windows will not report an error, but the characters past the limit will be ignored and so those directories will not be availble on the command prompt.
.. note::
**Windows Users** If you do not use conda to install dependencies, we highly recommend installing two package managers, Chocolatey and vcpkg, to handle the installation of the non-Python dependencies. Instructions for installing Chocolatey can be found `here `_ and instructions for installing vcpkg can be found `here `_.
If you do not want to use conda, you can install Python yourself and then install
|yggdrasil| via ``pip`` or from the source code (See below). Python can be installed
in a number of ways, but be sure that you get Python>=3.5. Installation methods include:
* Executable installer from the `Python Software Foundaction `_ (Recommended for Windows)
* Package manager, e.g.
* ``brew install python3`` on Mac (be sure to include the 3)
* ``apt-get install python`` on Linux
* ``choco install python3`` on Windows
* `Microsoft Visual Studio `_
* `Microsoft Store `_ (Windows only; we do not recommend this method as it can be difficult to get working correctly as it requires tracking down the Scripts direcotry modifying the path yourself, see discussion `here `_)
.. note::
**Mac Users** Python 2 is included on Mac as the default Python (as ``python``), but ``python3`` is what you will want to use (Python 2 has been deprecated). If you have Mac OS Catalina, you will already have Python 3, but you may need to enable developer tools to use it. You can check to see if Python 3 is installed (or prompt the developer tool `installation `_) by running ``python3 --version`` and ``python --version``. If these commands do not return the same version, you will need to be sure to always use ``python3`` and ``pip3`` during installation (as opposed to the versions of the executables without the ``3``), or set Python 3 to be the default version of Python (see `this article `_).
.. note::
**Windows Users** If you install Python, but your prompt cannot locate Python (i.e. ``where python`` fails), you may need to add the directory containing the Python executable (and the ``Scripts`` directory inside that as discussed below) to you ``PATH`` environment variable (e.g. ``set path=%path%;C:\path\to\Python\directory`` or ``setx path=%path%;C:\path\to\Python\directory`` to make the change for new prompts). For more information on setting the path, including instruction on seting in via the GUI, see `this article `_.
Once Python is installed, |yggdrasil| can be installed from the command line/prompt
from either `PyPI `_
using ``pip`` ::
$ pip install yggdrasil-framework
or by cloning the `Git `_ repository on
`Github `_::
$ git clone --recurse-submodules https://github.com/cropsinsilico/yggdrasil.git
and then building the distribution.::
$ cd yggdrasil
$ pip install .
If the ``--recurse-submodules`` option was not included when cloning the repo,
you will need to run the following from within the repository before calling
``python setup.py install`` to ensure that
`rapidjson `_ is cloned as a submodule::
$ git submodule init
$ git submodule update
If you do not have admin privileges on the target machine, ``--user`` can be
added to the end of either of the ``pip`` installation commands.
When using the ``--user`` flag, you may need to add the directory containing the
entry point scripts to your ``PATH`` environment variable in order to use
|yggdrasil| command line tools (e.g. ``yggrun``) without specifying
their full path. Usually, this directory can be found using the following
Python commands::
>>> import os
>>> from distutils.sysconfig import get_python_lib
>>> os.path.realpath(os.path.join(get_python_lib(), '..', '..', '..', 'bin'))
Optional dependencies can be specified using pip "extra" syntax. For example, to install the packages required to run SBML models and enable communication using RabbitMQ, you could run the following::
$ pip install yggdrasil-framework[sbml,rmq]
Additional extras for pip installation can be found :ref:`here `.
.. note::
*Windows Users* If you used the Windows store to install Python, the above commands will not yield the correct scripts directory. It will be something along the lines of ``%userprofile%\AppData\Local\Packages\PythonSoftwareFoundation.Python.3.9_qbz5n2kfra8p0\LocalCache\local-packages\Python39\Scripts``
The displayed path can then be added either on the command link or in a startup
script (e.g. ``.bashrc`` or ``.bash_profile``), using one of the following::
$ export PATH=$PATH: # (linux/osx, bash)
$ setenv PATH $PATH: # (linux/osx, tcsh)
$ set PATH=%PATH%: # (windows)
These commands will only add the directory to your path for the current
session. For the change to be permanent on Linux/MacOS, the appropriate command
from above can be added to your ``.bashrc`` or ``.bash_profile``. On
Windows (>=7), the following command will permanently modify your path::
$ setx PATH=%PATH%:
The changes will take affect the next time you open the terminal.
User Defined rapidjson
----------------------
If you would like to use an existing installation of the
`rapidjson `_
header-only library, you can pass the flag
``--rapidjson-include-dir=`` to either of the ``pip``
installation commands from above with the location of the
existing rapidjson include directory.
Additional Steps on Windows
---------------------------
As local communication on Windows is handled by ZeroMQ, running models written
in C or C++ will require installing the ZeroMQ libraries for C and C++.
If you install |yggdrasil| using conda, these will be installed
automatically as dependencies. If you are not using conda, you will need to
install them yourself.
.. note::
Although not required, the ZeroMQ libraries are also recommended for message
passing on Linux and MacOS operating systems as the IPC V message queues
have default upper limits of 2048 bytes on some operating systems and will
have to send larger messages piecemeal, adding to the message passing
overhead. We recommend installing zeromq & czmq via apt on Linux
(``apt-get libczmq-dev libzmq3-dev``) or Homebrew
on Mac (``brew install czmq zmq``) if you do not use conda.
Installing via vcpkg
~~~~~~~~~~~~~~~~~~~~
You can install the ZeroMQ C and C++ libraries via vcpkg (instructions for
installing vcpkg found `here `_. To
do so run the following from your "VS2015 x64 Native Tools Developer Command Prompt"::
> vcpkg install czmq zeromq --triplet x64-windows
.. note::
The ``--triplet x64-windows`` flag indicates a 64 bit version of Windows
(the most common). If you have a 32 bit Windows installation or are using a
32 bit version of Python, omit the flag.
When you run ``yggconfig`` following installation of yggdrasil
If you did not set the ``VCPKG_ROOT`` environment variable before installing vcpkg,
you will need to add a flag indicating the location of the vcpkg installation when
running ``yggconfig`` following installation of yggdrasil. e.g.::
> yggconfig --vcpkg-dir=C:\path\to\vcpkg\root\directory
If you do not do this, you will need to manually add the paths to the czmq and
zeromq libraries/headers to your |yggdrasil| configuration file (See
:ref:`Configuration Options `).
Building from Source
~~~~~~~~~~~~~~~~~~~~
Instructions for installing the ZeroMQ C and C++ libraries can be found
`here `_
At install (and any time ``yggconfig`` is called), |yggdrasil| will attempt
to search for those libraries in those directories specified by the ``PATH``,
``INCLUDE``, and ``LIB`` environment variables. If |yggdrasil| complains
that it cannot find these libraries, you can manually set them in your
``.yggdrasil.cfg`` file (See :ref:`Configuration Options `).
If you install these libraries after installing |yggdrasil| you can re-configure
|yggdrasil| and have it search for the libraries again by calling ``yggconfig``
from the command line or by setting the appropriate config options manually.
Additional Steps for Matlab Models
----------------------------------
To run Matlab models, you will need an existing Matlab installation and license and
the ``matlab`` executable must be on your path (i.e. you can call ``matlab``
from the command line and a Matlab interpreter will open). If not already available on
the command line, you can enable it by adding the location of the executable to
your path. The executable is usually located within a 'bin' directory within the
directory that Matlab was installed. On Linux/Mac operating systems, this is done
using the command::
$ export PATH=$PATH:
On Windows, this command should already be available.
While |yggdrasil| can now run Matlab models via the command line, it is still
recommended that you install the Matlab engine for Python if you will be running
Matlab models with |yggdrasil| frequently as using the engine reduces the time
added to model startup by starting Matlab.
|yggdrasil| will attempt to install the Matlab engine for Python at
install, but should it fail or if you want to use a non-default version of Matlab,
you can also do it manually. Instructions for installing the Matlab engine as a
Python package can be found on the
`Mathworks website `_. Once you have installed the Matlab engine as a python
package, you can re-configure |yggdrasil| by calling ``yggconfig`` from the command
line.
.. note::
The version of Matlab that you are using will determine the versions of Python that you can use with |yggdrasil|. The chart below shows the versions of Python that are compatible with several versions of Matlab. If you are using an incompatible version, the instructions above for manually installing the Matlab engine as a Python package will fail with an error message indicating which versions of Python you can use.
============== =======================
Matlab Version Max Python Version
============== =======================
R2015b 2.7, 3.3, 3.4
R2017a 2.7, 3.3, 3.4, 3.5
R2017b 2.7, 3.3, 3.4, 3.5, 3.6
============== =======================
.. note::
|yggdrasil| cannot currently run Matlab models if Matlab is installed via a Citrix environment as |yggdrasil| needs command line access to the Matlab executable and access to the environment in which Matlab models are run.
.. _install_r_rst:
Additional Steps for R Models
-----------------------------
Rtools (Windows only)
~~~~~~~~~~~~~~~~~~~~~
On Windows, if you do not install the R dependencies via conda, you will also need to install Rtools so that the R dependencies with C/C++/Fortran components can be compiled if they need to be installed from source. The Rtools installer and instructions for installing Rtools for R<4.0.0 can be found `here `_. For R>=4.0.0, you will need to install Rtools40 instead (installer/instructions `here `_).
R Interpreter
~~~~~~~~~~~~~
To run R models, you will need to install the
`R interpreter `_ (we recommend R >= 3.5). If you installed |yggdrasil| using conda, this will be installed for you, but if you are not using conda, you will need to install R yourself along with the `udunits `_ package.
Mac
+++
On Mac, this can be done via Homebrew::
$ brew install r
$ brew install udunits
Linux
+++++
On Linux this can be done via apt. Installing R >= 3.5 (recommended) requires first adding a source entry and key for your OS as shown below for for Xenial distribution of Ubuntu (Details on `ubuntu `_, `debian `_, `redhat `_ installation)::
$ sudo add-apt-repository 'deb https://cloud.r-project.org/bin/linux/ubuntu xenial-cran35/'
$ sudo apt-key adv --keyserver keyserver.ubuntu.com --recv-keys E298A3A825C0D65DFD57CBB651716619E084DAB9
$ sudo apt update
$ sudo apt-get install r-base r-base-dev
$ sudo apt-get install libudunits2-dev
If you don't want the latest version, you can install the default using the last two lines on Ubuntu and Debian.
Windows
+++++++
On Windows, you will need to download and run the installer. Links to the R 3.6 installer and additoinal information about the installation process on Windows can be found `here `_.
R Dependencies
~~~~~~~~~~~~~~
Even if you install the R interpreter yourself, |yggdrasil| will attempt to install the R dependencies it needs via `CRAN `_ when it is installed. If this fails, you may need to install these yourself from within the R interpreter. |yggdrasil|'s R dependencies include `reticulate `_ for calling Python from R, `zeallot `_ for allowing assignment of output to multiple variables, `units `_ for tracking physical units in R, `bit64 `_ for 64bit integers, and `R6 `_ for creating interface classes with teardown methods.
These packages can by installed from CRAN from the R interpreter.::
> install.packages("reticulate")
> install.packages("zeallot")
> install.packages("units")
> install.packages("bit64")
> install.packages("R6")
.. note::
[MAC ONLY] If you have compilation issues when installing R packages on MacOS, check to make sure that ``which ar`` returns the system default (``/usr/bin/ar``). If you have another version of ``ar`` installed (e.g. through homebrew's binutils), it may cause conflicts.
.. note::
[MAC ONLY] If ``install.packages("units")`` fails with messages about the ``udunits`` library being missing and you installed ``udunits`` using homebrew as described above, then you can install the R ``units`` and point to the library by running::
> install.packages("units", configure.args = c("--with-udunits2-include=/usr/local/opt/udunits/include/", "--with-udunits2-lib=/usr/local/opt/udunits/lib/"))
.. note::
[MAC ONLY?] If any ``install.packages`` calls fail with errors that look like those shown below, add the ``--no-multiarch`` install option to those passed (e.g. ``install.packages("R6", INSTALL_opts=c("--no-multiarch"))``).::
*** arch - R
*** arch - R.dSYM
ERROR: loading failed for ‘R’, ‘R.dSYM’
...
ERROR: sub-architecture 'R' is not installed
ERROR: sub-architecture 'R.dSYM' is not installed
If you install R and/or the R dependencies after installing |yggdrasil|, you can complete |yggdrasil|'s R installation by running::
$ ygginstall R
from your terminal (Linux/Mac) or Anaconda prompt (Windows).
.. note::
If you see errors along the lines of ``'lib = "/usr/local/lib/R/site-library"' is not writable`` when running ``ygginstall R``, it is likely that the directory R is attempting to install in requires staff privileges to edit. On Unix systems (Linux/Mac), if you have ``sudo`` access you can either add yourself to the staff group (e.g. ``sudo usermod -a -G staff your_user_name``; then log off and back on) or add the ``--sudoR`` flag to the installation call (i.e. ``ygginstall R --sudoR``). On windows, you can open R from an administrator prompt and install the dependencies from CRAN directly as shown above. If you do not have administrator access, you can pick a directory that you have write access to and add it to the list of paths checked by R for R libraries in your .Rprofile file (i.e. add ``.libPaths( c( "~/userLibrary" , .libPaths() ) )``). `This article `_ describes what the .Rprofile file is and how to locate it. `This article `_ discusses this in the context of Rstudio and how to make these changes via the Rstudio GUI on Windows.
Additional Steps for RabbitMQ Message Passing
---------------------------------------------
RabbitMQ connections allow messages to be passed between models when the
models are not running on the same machine. To use these connections,
the framework you must install the `pika `_ Python package and have access to a
RabbitMQ server. If you have access to an existing RabbitMQ server,
the information for that server be provided via the |yggdrasil|
config file (See
:ref:`Configuration Options ` for information on setting
config options).
Starting a local RabbitMQ Server is also relatively easy. Details on
downloading, installing, and starting a RabbitMQ server can be found
`here `_. The default values
for RabbitMQ related properties in the config file are set to the defaults
for starting a RabbitMQ server.
Additional Steps for OpenSimRoot
--------------------------------
If you would like to use OpenSimRoot, you will need to install GNU make. If you are on Linux/Mac or used conda to install |yggdrasil| it is likely that it will already be installed (you can run ``make --version`` to check). If it is not installed, and you are using a Mac OS, you can install XCode and the command line developer tools to get make and several other GNU tools (see relavent section of `this article `_). If you are not on Mac, we recommend installing it via a package manager, e.g.
* ``brew install make`` on Mac
* ``apt-get install make`` on Linux
* ``choco install make`` on Windows
Additional Steps for Julia Models
---------------------------------
If you do not use conda/mamba to install ``julia``, or you are installing |yggdrasil| on a Windows machine or an M1/M2 Mac (there are not currently ``julia`` conda packages for these systems as of 2023/04/07, but this may change), you will need to install it yourself. Julia downloads can be found `here `_.
Once julia is installed, you can complete the installation of the |yggdrasil| Julia interface via::
$ ygginstall julia