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.. highlight:: console
.. _installation-ref:
Installation
============
This document describes how to prepare for and install Toil.
.. _dependencyPrep:
Installing System-Level Dependencies
------------------------------------
Toil by itself only needs Python 3.8 or newer.
However, to run CWL and WDL workflows, you need a container engine for running containers. Toil is able to use either `Singularity`_ or `Docker`_. So make sure to install one of those first and configure your system so that `your user has permission to run containers`_.
.. admonition:: Docker Desktop for Mac
If using the proprietary `Docker Desktop for Mac`_, make sure to set your "file sharing implementation" in the ``General`` section of the settings to ``VirtIO``. The default ``gRPC FUSE`` implentation sometimes makes containers see recently created files as empty, which breaks Toil's ability to run containers properly.
.. _Singularity: https://wiki.debian.org/singularity
.. _Docker: https://docs.docker.com/engine/install/
.. _your user has permission to run containers: https://askubuntu.com/a/1389518
.. _Docker Desktop for Mac: https://docs.docker.com/desktop/install/mac-install/
.. _venvPrep:
Preparing Your Python Runtime Environment
-----------------------------------------
It is recommended to install Toil into a Python `virtual environment`_. This is useful
for automatically deploying Python workflows, and is the only supported way to
install Toil for Toil development.
.. _virtual environment: https://virtualenv.pypa.io/en/stable/
If not already present, please install the latest Python ``virtualenv`` using pip_::
$ pip install --user virtualenv
And create a virtual environment called ``venv`` somewhere convenient, usch as under ``~``::
$ python3 -m virtualenv ~/venv
.. _pip: https://pip.readthedocs.io/en/latest/installing/
Now that you've created your virtualenv, activate your virtual environment::
$ source ~/venv/bin/activate
Basic Installation
------------------
If all you want to do is run workflows, you can install Toil with frontends for CWL and WDL like this::
$ pip install toil[cwl,wdl]
If you need only the basic version of Toil for Python workflows, it can be installed like this::
$ pip install toil
Now you're ready to run :ref:`your first Toil workflow <quickstart>`!
(If you need any more extra features, such as AWS support, don't do this yet and instead see :ref:`extras`.)
.. _extras:
Installing Toil with Extra Features
-----------------------------------
Some optional features, called *extras*, are not included in the basic
installation of Toil. To install Toil with all its bells and whistles, first
install any necessary headers and libraries (`python-dev`_, `libffi-dev`_). Then run ::
$ pip install toil[aws,google,mesos,encryption,cwl,wdl,kubernetes,server]
or ::
$ pip install toil[all]
Here's what each extra provides:
+----------------+------------------------------------------------------------+
| Extra | Description |
+================+============================================================+
| ``all`` | Installs all extras (though htcondor is linux-only and |
| | will be skipped if not on a linux computer). |
+----------------+------------------------------------------------------------+
| ``aws`` | Provides support for managing a cluster on Amazon Web |
| | Service (`AWS`_) using Toil's built in :ref:`clusterUtils`.|
| | Clusters can scale up and down automatically. |
| | It also supports storing workflow state. |
+----------------+------------------------------------------------------------+
| ``google`` | Experimental. Stores workflow state in `Google Cloud |
| | Storage`_. |
+----------------+------------------------------------------------------------+
| ``mesos`` | Provides support for running Toil on an `Apache Mesos`_ |
| | cluster. Note that running Toil on other batch systems |
| | does not require an extra. The ``mesos`` extra requires |
| | the following native dependencies: |
| | |
| | * `Apache Mesos`_ (Tested with Mesos v1.0.0) |
| | * :ref:`Python headers and static libraries <python-dev>` |
| | |
| | .. important:: |
| | If launching toil remotely on a mesos instance, |
| | to install Toil with the ``mesos`` extra in a |
| | virtualenv, be sure to create that virtualenv with the |
| | ``--system-site-packages`` flag (only use remotely!):: |
| | |
| | $ virtualenv ~/venv --system-site-packages |
| | |
| | Otherwise, you'll see something like this: |
| | |
| | .. code-block:: python |
| | |
| | ImportError: No module named mesos.native |
| | |
+----------------+------------------------------------------------------------+
| ``htcondor`` | Support for the htcondor batch system. This currently is |
| | a linux only extra. |
+----------------+------------------------------------------------------------+
| ``encryption`` | Provides client-side encryption for files stored in the |
| | AWS job store. This extra requires the |
| | following native dependencies: |
| | |
| | * :ref:`Python headers and static libraries <python-dev>` |
| | * :ref:`libffi headers and library <libffi-dev>` |
+----------------+------------------------------------------------------------+
| ``cwl`` | Provides support for running workflows written using the |
| | `Common Workflow Language`_. |
+----------------+------------------------------------------------------------+
| ``wdl`` | Provides support for running workflows written using the |
| | `Workflow Description Language`_. This extra has no native |
| | dependencies. |
+----------------+------------------------------------------------------------+
| ``kubernetes`` | Provides support for running workflows written using a |
| | `Kubernetes`_ cluster. |
+----------------+------------------------------------------------------------+
| ``server`` | Provides support for Toil server mode, including support |
| | for the GA4GH `Workflow Execution Service`_ API. |
+----------------+------------------------------------------------------------+
Some extras can't install without additional dependencies. If you need any of these extras, make sure to install their dependencies first!
.. _python-dev:
.. topic:: Python headers and static libraries
Needed for the ``mesos``, ``aws``, ``google``, and ``encryption`` extras.
On Ubuntu::
$ sudo apt-get install build-essential python-dev
On macOS::
$ xcode-select --install
.. _libffi-dev:
.. topic:: Encryption specific headers and library
Needed for the ``encryption`` extra.
On Ubuntu::
$ sudo apt-get install libssl-dev libffi-dev
On macOS::
$ brew install libssl libffi
Or see `Cryptography`_ for other systems.
.. _AWS: https://aws.amazon.com/
.. _Apache Mesos: https://mesos.apache.org/gettingstarted/
.. _Google Cloud Storage: https://cloud.google.com/storage/
.. _Workflow Description Language: https://software.broadinstitute.org/wdl/
.. _Workflow Execution Service: https://ga4gh.github.io/workflow-execution-service-schemas/docs/
.. _Cryptography: https://cryptography.io/en/latest/installation/
.. _Homebrew: http://brew.sh/
.. _Kubernetes: https://kubernetes.io/docs/concepts/overview/
.. _buildFromSource:
Installing Plugins
--------------------
Toil also supports plugins that allow Toil to run on different types of batch systems.
To install a plugin from pypi, simply run::
$ pip install [toil-batchsystem-plugin]
To use the batch system, pass the batch system name to the ``--batchSystem`` argument::
$ python sort.py --batchSystem=[batchsystem_name] ...
The current batch system plugins are:
- Task Execution Service (`TES <https://ga4gh.github.io/task-execution-schemas/docs/>`_): `toil_batch_system_tes <https://github.com/adamnovak/toil_batch_system_tes>`_
Building from Source
--------------------
If developing with Toil, you will need to build from source. This allows changes you
make to Toil to be reflected immediately in your runtime environment.
First, clone the source::
$ git clone https://github.com/DataBiosphere/toil.git
$ cd toil
Then, create and activate a virtualenv::
$ virtualenv venv
$ . venv/bin/activate
From there, you can list all available Make targets by running ``make``.
First and foremost, we want to install Toil's build requirements (these are
additional packages that Toil needs to be tested and built but not to be run)::
$ make prepare
Now, we can install Toil in development mode (such that changes to the
source code will immediately affect the virtualenv)::
$ make develop
Or, to install with support for all optional :ref:`extras`::
$ make develop extras=[aws,mesos,google,encryption,cwl]
Or::
$ make develop extras=[all]
To build the docs, run ``make develop`` with all extras followed by ::
$ make docs
To run a quick batch of tests (this should take less than 30 minutes)
run ::
$ export TOIL_TEST_QUICK=True; make test
For more information on testing see :ref:`runningTests`.
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