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A small set of code and scripts to automate installing python-microscopy plus associated plugins from source into a conda environment

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PYME-test-env

We provide a small set of scripts and programmatic interfaces to conda/mamba/pip to fully programmatically carry out a custom pyme + pyme-extra install. Here pyme refers to the PYthon Microscopy Environment available at python-microscopy and the associated PYME-extra set of plugins for some extra functionality available via the PYME-extra repository.

There are possibly neater ways to do such installs with a suitably crafted conda or pip package. For our purposes though we were after a set of tools to install quickly and cheaply a fully functional conda virtual environment with the latest PYME and PYME-extra from github. Additionally, it should be easy to switch the python version and some other aspects of the install. This makes building a "test install" pretty easy in one or two commands and then check if it works ok on most aspects PYME, if it does benefit from the more recent version of python, etc.

We have tested the scripts with windows and mac installs (including arm64) and the ability to rustle up a new fully functional environment mostly with a single command has already proved quite useful. Linux has not been included as a target as yet (for lack of current need) but it could probably be adapted to linux installs with relatively few changes.

We make extensive use of retrieving package dependencies from the conda-forge channel and this appears to allow more recent python versions to be used for installation (tested so far up to python 3.10, 3.11 installs seem to build ok but need more testing, 3.12 installs are not yet possible since they require a replacement of the current PYME build system, see also recent installation notes).

Installation notes

PYME builds with PYME-test-env can run into issues with certain arguments (e.g. recent python versions). For recent issues and possible resolutions consult the installation notes. Be sure to check these notes when you run into issues!

Synopsis

### TODO: here at the top we should add the most recent commands that we frequently
###       use for a full install on latest well-working python version

# install a test environment with python 3.9 using mamba for package resolution
python mk_pyme_env.py --python 3.9 -c mamba
	
# broadly similar but explictly name the created environment
python mk_pyme_env.py --python=3.7 -c mamba --environment pyme-py37-v1
	
# remove a test environment previously installed with a 3.10 python
python remove-test-environment.py --python=3.10
	
# test with recent python and forked branch to fix compatibility issues
# note double quotes in arguments for windows, single quotes cause issues!
python mk_pyme_env.py --python=3.10 --pyme-repo "csoeller/python-microscopy" \
    --pyme-branch python-310-compat

# build production environment with py 3.7 for extended testing on windows
cd \path\to\PYME-test-env # replace with your directory location
python mk_pyme_env.py --python=3.7 -c mamba --environment pyme-py37-v1 --recipes # we also install some default recipes
# now set PYMEENV to pyme-py37-v1 and CONDAPATH to path to conda binaries - details below

General approach

A brief high level overview of the approach is provided in this section. Detailed usage instructions are provided in paragraphs further below.

Using just a basic miniconda/minforge install (we use conda or mamba for most of the actual work under the hood) and this small repository + a working C compiler we build test installations of PYME and the plugin selection from PYME-extra. Most of the work is done by a script mk_pyme_env.py that attempts to build the new environment and accepts a few switches/options to control which versions of python are used etc.

We download a copy of the latest PYME and PYME-extra directly from github as part of the installation process, by default using the main branch. This can be changed with options to select specific branches. One can also request a full clone of the relevant repos using the --use-git option, see also below.

While originally intended to quickly whip up test installations these can also be turned into a production environment. In that case it is useful to name the environment explictly using a more descriptive name. On windows we provide a few launcher scripts that just need setting up of a couple of user level environment variables. With that an environment built via the scripts provided here can be set up for production work on a given machine. Details how to set this up are provided in a section below.

First thing after building a new environment is to check if all components installed ok or if an error was encountered when running the mk_pyme_env.py script.

If everything built ok it is recommended to use the installed PYME tools for a while and carry out a number of the usual visualisation/analysis tasks to see if everything works as intended. Particularly if newer versions of python or some of the associated pre-requisite modules were installed some bugs may become apparent when you use the installation a bit more.

Requirements before you can start a PYME test install

The scripts need to be run in the directory where you have the PYME-test-env dist. They need to be run in a conda base enviornment (the scripts will check). Most things are conda based as such we need a conda based python installation on the machine.

This brings us to the list of requirements - to start building test installs we need essentially 3 ingredients (optionally a 4th) on the target machine:

  1. a working miniforge/miniconda installation
  2. a working copy of this repo
  3. a working compiler tool set (typically including a C compiler and linker etc)
  4. optionally, if you want to use git to get a cloned repo (--use-git option below), you need a working git install on the machine, see further below

First, we need a working conda/mamba install on that machine. On windows we currently recommend a miniforge based install. On mac we have so far used a miniconda install, but a recent test with miniforge on an intel mac worked fine, too. mamba based installs require miniforge and are recommended because of the much faster dependency resolution, particularly on windows. We describe below how to select between conda and mamba based installs.

We also require pyyaml in your base environment, which can be added with

conda install -n base pyyaml

We then just need a copy of this repo (PYME-test-env) unpacked into a directory on the target machine. No further installation process is required.

Finally, we need a working compiler tool set. On windows we have instructions how to get that in this document. On macs you can follow this description on how to get just the xcode command line tools on your system.

Building the environment

IMPORTANT: Make sure you are in the base environment when running any of the install commands below - typicall indicated by the (base) prefix in your command window. Plenty of times I got errors and then realised I had already activated another environment which made the install fall over. Note to self - can we check this from within the script?

NOTE - Possible conda issues: sometimes issues that show up as failed conda commands can result from outdated conda versions. This can be fixed from the base environment with a command like:

conda update -n base conda

See also How to use "conda update -n base conda" properly.

NOTE: Log file: The build process will generate a log file in the build directory which can be inspected for errors if some part of the build appears to have failed. Please inspect the log file if you run into errors.

NOTE: windows path length issues: The paths in the subdirectories in the PYME package can become very long when everything is built (long string of subdirectories) and I have already hit some windows path length restrictions. The workaround is to clone the PYME-test-env repo into a short named folder near the top level, e.g. C:\pte and then cd into that directory and do everything from there. Windows is really silly at times...

Basic Usage

You first need to open a command window. On windows you need to start a "miniforge prompt" or "anaconda prompt", found somewhere in your start menu, sometimes in a submenu titled "miniconda" or similar depending if you used a miniforge or miniconda install.

On mac you open the terminal app.

You then need to cd into the directory where the PYME-test-env working copy resides.

Once in the directory, you can try to run the script to build the environment. Initially, try

python mk_pyme_env.py -h

which should print the usage info, currently showing something like:

python mk_pyme_env.py -h
usage: mk_pyme_env.py [-h] [--python PYTHON] [--buildstem BUILDSTEM]
                      [--suffix SUFFIX] [-c {conda,mamba}] [-e ENVIRONMENT]
                      [--recipes] [--pyme-repo PYME_REPO]
                      [--pyme-branch PYME_BRANCH] [--pymex-repo PYMEX_REPO]
                      [--pymex-branch PYMEX_BRANCH] [--no-pymex]
                      [--no-pyme-depends] [--use-git]

optional arguments:
  -h, --help            show this help message and exit
  --python PYTHON       specify the python version for the new environment
  --buildstem BUILDSTEM
                        stem for the name of the build directory
  --suffix SUFFIX       suffix appended to default environment and build_dir
  -c {conda,mamba}, --condacmd {conda,mamba}
                        conda command, should be one of conda or mamba
  -e ENVIRONMENT, --environment ENVIRONMENT
                        name for the new environment, autogenerated from other
                        params by default
  --recipes             install the included customrecipes into the PYME
                        config directory
  --pyme-repo PYME_REPO
                        github repository name of python-microscopy; defaults
                        to python-microscopy/python-microscopy
  --pyme-branch PYME_BRANCH
                        branch of pyme to use in build; defaults to master
  --pymex-repo PYMEX_REPO
                        github repository name of PYME-extra; defaults to
                        csoeller/PYME-extra
  --pymex-branch PYMEX_BRANCH
                        branch of PYME-extra to use in build; defaults to
                        master
  --no-pymex            omit downloading and installing PYME-extra
  --no-pyme-depends     install from package list rather than using pyme-
                        depends
  --use-git             clone git repo locally rather than just downloading
                        snapshot

Basic usage to build an environment might look like

python mk_pyme_env.py --python 3.9 -c mamba

and generates output starting with

building PYME in env "test-pyme-3.9-mamba" with python ver 3.9 in "build-test-py3.9-mamba"...

This will take some time to complete the package downloading and building process.

If you want a setup for production use you might use (adapt the python version to your requirements):

python mk_pyme_env.py --python 3.7 -c mamba -e pyme-py-3.7-v1 --recipes

which should build an environment named pyme-py-3.7-v1 and install the included custom recipes for MINFLUX processing so that they can be selected from the MINFLUX menu of PYMEVisualize (AKA visgui).

Using the new environment

If everything works ok, you can activate the new environment, e.g. something like (adapt to the name of environment your command created):

conda activate pyme-py-3.7-v1

and try some of the usual pyme commands.

For windows users, one can make this more simple by using the launchers we have included (for visgui, dh5view and PYMEClusterOfOne). For these to work one needs to set up a couple of environment variables so that conda/mamba are found and the correct environment is activated to execute the pyme apps from (see below).

Use git to clone repo (useful to work on code in test environment)

When providing the --use-git option, PYME and PYME-extra will be cloned from github (rather than just downloading the head of the chocen branches). This is useful in several scenarios:

  1. if you are looking at a more longterm installation and want to update regularly as PYME/PYME-extra get new commits
  2. you might want to edit code in PYME/PYME-extra in that test environment and submit commits from those edits, e.g. when working on compatibility with a more recent module version

There are a few smallish caveats to use this option.

  1. The GitPython package needs to be installed in the base environment. The script tests if GitPython can be loaded and if not makes suggestions how to install it.
  2. GitPython in turn requires a git executable in the path to actually run the required git commands under the hood.
  3. On the mac there are various ways to obtain git, e.g. from the macports or homebrew packaging systems. On windows I have successfully used git for windows, see also git download.

Example usage:

  python mk_pyme_env.py --python=3.10 --pyme-repo "csoeller/python-microscopy" --pyme-branch python-310-compat --use-git

Use alternative repo sources or branches

Docs on the following options:

 --pyme-repo PYME_REPO
                        github repository name of python-microscopy; defaults
                        to python-microscopy/python-microscopy
  --pyme-branch PYME_BRANCH
                        branch of pyme to use in build; defaults to master
  --pymex-repo PYMEX_REPO
                        github repository name of PYME-extra; defaults to
                        csoeller/PYME-extra
  --pymex-branch PYMEX_BRANCH
                        branch of PYME-extra to use in build; defaults to
                        master

Sometimes it is useful to specify a fork of the repo in question and/or select a specific branch to checkout (e.g. with specific fixes). This is readily achieved with the options shown above.

Using the --suffix option

One can use the --suffix SUFFIX option, which will append the given SUFFIX to the generated environment and build directory names. This is useful if you already have a test environment for a given python version but want to build a second one to try some other aspect. Here is an example:

 python mk_pyme_env.py --python=3.10 --suffix="_1" [further options...]

This can be handy as you don't need to supply new environment names and build dir in some complex fashion.

Launcher for Windows - Setting environment variables

The launchers are provided in the launchers subdirectory. You can use these with the windows Open with... dialog, for example, or try to drag files onto these launchers.

Before you can use the launchers though you need to set two environment variables:

  • PYMEENV - set to the name of the newly created environment you want to use, e.g. pyme-py-3.7-v1
  • CONDAPATH - set to the path to find the conda binaries

To figure out the correct value for CONDAPATH try (at a minforge/anaconda prompt):

where conda

which, for example, prints on one of my systems:

C:\Users\soeller\AppData\Local\miniforge3\condabin\conda.bat

The path to use is the directory in which conda was found, i.e. C:\Users\soeller\AppData\Local\miniforge3\condabin.

Please consult this section in one of our other manuals on how to set the environment variables (the linked doc demonstrates it for the PYMEENV variable).

Tidying up: removing test environments / builds

For convenience in removing test environments and build directories we have a little script that is invoked with:

python remove-test-environment.py ...

The idea is to use the same options used to create the environment and it should figure out which environment to remove and where the build directory is. We'll add more docs on this script if needed/requested.

Issues

We are currently not checking the success of some of the commands properly. This makes debugging issues a little harder and we will consider making this more robust over time if we find the actual usage of this (experimental) project warrants it.

The clean-up script remove-test-environment.py docs could be improved.

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A small set of code and scripts to automate installing python-microscopy plus associated plugins from source into a conda environment

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