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Merge pull request #78 from jairideout/1.9.0-update
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DOC: update readme with 1.9.0 instructions
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gregcaporaso committed Jan 20, 2015
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95 changes: 41 additions & 54 deletions README.md
@@ -1,7 +1,14 @@
# qiime-deploy

A Python application to build, configure, and deploy QIIME and its
dependencies on Linux systems.
_qiime-deploy_ is a tool for building, configuring, and deploying many of
QIIME's dependencies on Linux systems.

**Note:** _qiime-deploy_ *does not* install every dependency necessary for a
complete QIIME installation. Python, R, and their respective requisite packages
are not installed because we expect users to install these dependencies using
standard package managers that are available for the language (e.g., using
```pip``` to install Python packages). Also, certain dependencies
(e.g., _usearch_) are not installed due to licensing restrictions.

## Getting started

Expand All @@ -11,7 +18,7 @@ You can find many QIIME deployment configuration files in the
_qiime-deploy-conf_ project [here](https://github.com/qiime/qiime-deploy-conf)
as well as a description of all possible options and the configuration file
format. There are also various other configuration files included for
installing other QIIME-related projects/tools.
installing QIIME-related projects/tools.

Also, while _qiime-deploy_ downloads, builds, and installs many of QIIME's
dependencies, it does expect common packages to already be installed on your
Expand Down Expand Up @@ -127,8 +134,8 @@ Installing the latest version of QIIME (currently 1.9.0) using _qiime-deploy_ do

The following subsections include examples of common _qiime-deploy_ use cases.

__Note:__ At the time of this writing, QIIME 1.8.0 is the latest public
release, and QIIME 1.8.0-dev is the development version of QIIME. As newer
__Note:__ At the time of this writing, QIIME 1.9.0 is the latest public
release, and QIIME 1.9.0-dev is the development version of QIIME. As newer
versions of QIIME are released we will include conf files for each new version
in the
[qiime-deploy-conf project](https://github.com/qiime/qiime-deploy-conf). The
Expand All @@ -143,23 +150,24 @@ command:

python qiime-deploy.py -h

### Installing QIIME 1.8.0 (stable public release)
### Installing QIIME 1.9.0's dependencies

To install QIIME 1.8.0 under ```$HOME/qiime_software/```, run the following
commands. These commands assume you have already set up your system following
the directions above and that you are in your home directory. You can change
these paths as you like (e.g. to install QIIME under a different directory),
but you will need to modify the commands we provide to use the new paths.
To install QIIME 1.9.0's dependencies under ```$HOME/qiime_software/```, run the
following commands. These commands assume you have already set up your system
following the directions above and that you are in your home directory. You can
change these paths as you like (e.g. to install QIIME's dependencies under a
different directory), but you will need to modify the commands we provide to use
the new paths.

git clone git://github.com/qiime/qiime-deploy.git
git clone git://github.com/qiime/qiime-deploy-conf.git
cd qiime-deploy/
python qiime-deploy.py $HOME/qiime_software/ -f $HOME/qiime-deploy-conf/qiime-1.8.0/qiime.conf --force-remove-failed-dirs
python qiime-deploy.py $HOME/qiime_software/ -f $HOME/qiime-deploy-conf/qiime-1.9.0/qiime.conf --force-remove-failed-dirs
source $HOME/.bashrc

To test that you have a functioning QIIME install, run the following command:

print_qiime_config.py -t
print_qiime_config.py -tf

_qiime-deploy_ will create a QIIME config file under
```$HOME/qiime_software/qiime_config``` as part of the deployment process. If
Expand All @@ -168,59 +176,38 @@ free to do so. If you rerun _qiime-deploy_ using the same deploy directory (in
this example, ```$HOME/qiime_software/```), your old QIIME config will be
renamed to ```qiime_config.bak``` and the new one will be named ```qiime_config```.

### Installing QIIME 1.8.0-dev

Now that QIIME can be [installed via pip](http://qiime.org/install/install.html#installing-qiime-via-pip),
this is the recommended method of installing QIIME and its Python dependencies.
Thus, the installation process for the latest development version of QIIME
(currently 1.8.0-dev) differs from that of the latest QIIME release.

To install the latest development version of QIIME, run the following commands:

pip install numpy==1.7.1
pip install git+git://github.com/qiime/qiime.git

Finally, run _qiime-deploy_ to install the remaining non-Python dependencies
required by QIIME. Note that we supply a different _qiime-deploy_ conf file as
input:

python qiime-deploy.py $HOME/qiime_software/ -f $HOME/qiime-deploy-conf/qiime-dev/qiime.conf --force-remove-failed-dirs --force-remove-previous-repos

**Note:** The latest development version of a project will always reside under
a directory suffixed with ```-dev```. For example, the latest development
version of QIIME will always be under ```qiime-deploy-conf/qiime-dev/```.

### Installing multiple versions of QIIME

You may install more than one version of QIIME on your system. To do so, you
will need to install each version in its own deploy directory. For example, if
you would like to have QIIME 1.8.0 and QIIME 1.8.0-dev, you could install
QIIME 1.8.0 under ```$HOME/qiime-1.8.0/``` and QIIME 1.8.0-dev under
```$HOME/qiime-1.8.0-dev/```. To activate the QIIME version that you would like
You may install more than one version of QIIME's dependencies on your system. To
do so, you will need to install each version in its own deploy directory. For
example, if you would like to have both the dependencies for QIIME 1.9.0 and
QIIME 1.9.0-dev, you could install QIIME 1.9.0's dependencies under
```$HOME/qiime-1.9.0/``` and QIIME 1.9.0-dev's dependencies under
```$HOME/qiime-1.9.0-dev/```. To activate the QIIME version that you would like
to use, ```source``` the appropriate ```activate.sh``` file. For example, to
activate QIIME 1.8.0-dev, you would run the following command:
activate QIIME 1.9.0-dev, you would run the following command:

source $HOME/qiime-1.8.0-dev/activate.sh
source $HOME/qiime-1.9.0-dev/activate.sh

If you are unsure of what version of QIIME you currently have activated, run
the following command:

print_qiime_config.py -t
print_qiime_config.py

### Changing QIIME versions

If you want to change the version of QIIME in an __existing__ _qiime-deploy_
install, you can simply run _qiime-deploy_ with the conf file corresponding to
the version that you'd like to upgrade/downgrade to. Make sure to specify the
existing deploy directory in order to upgrade/downgrade your existing install.
If you specify a new directory, you will end up with multiple versions of QIIME
installed on your system (which is okay; see the section above for more
details).
If you want to change the version of QIIME's dependencies in an __existing__
_qiime-deploy_ install, you can simply run _qiime-deploy_ with the conf file
corresponding to the version that you'd like to upgrade/downgrade to. Make sure
to specify the existing deploy directory in order to upgrade/downgrade your
existing install. If you specify a new directory, you will end up with multiple
versions of QIIME's dependencies installed on your system (which is okay; see
the section above for more details).

## Frequently Asked Questions

__When I run ```print_qiime_config.py -t```, I get a test failure for usearch.
How can I fix this?__
__When I run ```print_qiime_config.py -tf```, I get a test failure for
_usearch_. How can I fix this?__

_qiime-deploy_ cannot install _usearch_ due to licensing restrictions. You can
obtain the _usearch_ binary
Expand All @@ -239,13 +226,13 @@ permissions are set. For example:
echo 'export PATH=$HOME/bin:$PATH' >> $HOME/.bashrc
(open a new terminal)
usearch --version
print_qiime_config.py -t
print_qiime_config.py -tf

__Does _qiime-deploy_ work on 32-bit operating systems?__

No, _qiime-deploy_ only supports 64-bit operating systems. If you run
_qiime-deploy_ on a 32-bit system, it may correctly install some dependencies,
but when running ```print_qiime_config.py -t``` to check that your QIIME
but when running ```print_qiime_config.py -tf``` to check that your QIIME
install is functioning, you may receive strange errors similar to the
following:

Expand Down

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