WARNING: As of Dec 4, 2019 we have started the transition from Python 2 to Python 3. The "master" branch of EMAN2/SPHIRE/SPARX will not be fully functional until we complete the final stage of the transition. This warning will be removed at that time. You have 2 choices:

• to use the last stable Python 2 source: download from github as of 12/03/19 and follow the instruction up to, but not including the Python 3 section
• to work with the unstable Python 3 version: follow the complete set of instructions on this page through the end
• It is perfectly fine to have Python 2 and Python 3 versions installed in different environments with the same Anaconda install (the instructions below do this), but different git checkouts will be required for each.

Building EMAN2/SPARX/SPHIRE from Source

The EMAN2 source lives on GitHub, downloading the source is part of the instructions below. Do not download it yet!

These are the standard instructions for establishing a build and runtime environment for EMAN2/SPARX/SPHIRE on Linux and Mac. While the instructions look long, in reality it should only take 10-15 minutes to complete the entire process (with a decent network connection). This build uses Anaconda/Miniconda (DO NOT DOWNLOAD THE MOST RECENT VERSION FROM THIS LINK) for a working environment and most of the dependencies. Anaconda has become ubiquitous for Python and R-based scientific computing and education over the last decade. While it may be possible to build the system without using Anaconda, we do not recommend doing this, and cannot provide support for a non-Anaconda approach. If you follow the instructions below, you should have a painless source build very quickly.

Building on Windows is so complicated that we cannot provide generic instructions at this point in time.

Note that even with a source build it may be difficult to get this working on systems with very old operating system installs. We normally try to support OS versions as much as 5-7 years old. Please report any problems.

GPU Support (Linux Only!)

For features which support the GPU, please complete the standard source install instructions below, then follow the GPU instructions from the binary installation page.

Building and Installing EMAN2/SPHIRE/SPARX

Anaconda comes in two flavors Anaconda which is a full featured system with many libraries and capabilities built in, and Miniconda which is a stripped down version of the system. Both systems are the same, it is just a question of which packages come preinstalled. These instructions are based on the smaller Miniconda install. You may also have success with Anaconda, but a better approach may be to install Miniconda, then add in any extra packages you actually need.

We make use of the environment system in Anaconda to isolate EMAN2 dependencies from other Anaconda packages you may have installed. If you need to install other packages you wish to use in concert with EMAN2, you will need to install them within the EMAN2 environment. Be warned that sometimes installing another package may trigger a version change in one of EMAN2's dependencies, which may or may not be a problem, depending on which dependency it is. We strongly suggest getting the base EMAN2 installed and working first, before trying to install any additional packages within the same Anaconda environment.

Initial Setup and Build (one time)

1. Remove/deactivate other Anaconda installs. If you do not have Anaconda/Miniconda (or another copy of EMAN2/SPARX/SPHIRE) already installed in your account, skip to step 2. If you DO have Anaconda or Miniconda installed in your account, you must insure that any existing install you have is not active in your shell (not in PATH, no LD_LIBRARY_PATH or PYTHONPATH set). While it may also be possible to set up an environment for EMAN2 in your existing Anaconda install, you will need to know what you're doing, and adapt these instructions to your situation.

      1 echo $PATH
      2 # make sure no Anaconda/Miniconda/EMAN2 entries
      3 echo $LD_LIBRARY_PATH
      4 echo $PYTHONPATH
      5 # ideally, both return nothing. If it set to something it is possible that it may interfere with Anaconda
      6 # strongly suggest at least during the install, ''unset'' both of these. After installation you can test
      7 # to see if they cause any issues
      8 
   

2. Download and install this specific version (4.6.14) of Miniconda: Linux or MacOSX

      1 bash <Miniconda-installer>
      2 
      3 # There are a variety of options you can use, but the default command above is sufficient in most cases
      4 bash <Miniconda-installer> --help
   

   and follow the prompts. When you see Do you wish the installer to initialize Miniconda3 by running conda init?, say no, then move on to the next step.

3. Initialize conda for shell interaction. These instructions will depend on what shell you use. The default on most systems is bash. If you use a different shell ( tsch, zsh, ... ), you will need to take this into account:

      1 # for bash-like shells, such as bash and zsh
      2 source <miniconda-path>/etc/profile.d/conda.sh
      3 
      4 # for csh-like shells, such as csh and tcsh:
      5 source <miniconda-path>/etc/profile.d/conda.csh
      6 
      7 # <shell-name> is bash, fish, powershell, tcsh, xonsh or zsh
      8 conda init <shell-name>
      9 
     10 # we suggest the following, meaning you will need to use ''conda activate'' after logging in before using EMAN2
     11 conda config --set auto_activate_base False
   

   As it says after you run this command, you will need to close and reopen your shell/terminal for it to take effect. This command modified your shell initialization so the conda activate command can be used properly. For more information on conda-init and activation, see Environment Activation.

   MacOS Users (bash only)

   On MacOS, this modifies ~/.bash_profile. If you have a ~/.profile startup file, creation of ~/.bash_profile will prevent ~/.profile from being read. A simple solution is to source .profile within .bash_profile.

   For differences between login- and non-login shells and order of reading the startup files on Mac OSX, see, https://www.anintegratedworld.com/basics-of-osx-bashrc-v-profile-v-bash_profile/.

4. Configure conda.

      1 # Automatic Anaconda/Miniconda updates may cause things to break, so we suggest making all package upgrades explicitly
      2 # The current version verified to work with EMAN is '''conda 4.6.14'''
      3 conda config --set auto_update_conda False
   

5. Create a new environment with EMAN2 dependencies. eman2 below is the name of the environment. You may make this whatever you like, as long as you remember to use the same name when doing conda activate. Note that this name will appear as part of your prompt when activated, so you may want to keep it short.

      1 conda create -n eman2 eman-deps-dev=22.1 -c cryoem -c defaults -c conda-forge
   

   If you wish to see the list of conda dependencies that eman-deps is built from, look here.

6. Get EMAN code from GitHub:cryoem/eman2.

      1 cd <path-where-you-want-eman2-source>   # eg - $HOME/src
      2 git clone https://github.com/cryoem/eman2.git # this will create an eman2 folder containing the current source code from the master branch
      3 
   

7. Create a build directory (out-of-source builds are recommended).

      1 mkdir <build-directory> # eg- $HOME/src/eman2-build
      2 
   

8. Activate your environment. If you used a different name above, use it here too.

      1 conda activate eman2
   

9. Checkout source code and pull from the remote.

      1 cd <source-directory>  # <path-where-you-want-eman2-source>/eman2
      2 git fetch --all --prune
      3 git checkout master
   

10. Build EMAN

       1 cd <build-directory>
       2 # on Mac:
       3 cmake <source-directory>   # - eg $HOME/src/eman2, optionally add -DCMAKE_VERBOSE_MAKEFILE
       4 
       5 # on Linux:
       6 cmake <source-directory> -DENABLE_OPTIMIZE_MACHINE=ON  # - eg $HOME/src/eman2, optionally add -DCMAKE_VERBOSE_MAKEFILE
       7 
    

    • If you use cmake-gui, since conda is not in PATH anymore, cmake will fail to find the environment directory. In that case set CONDA_PREFIX to your conda environment directory manually.

    • If you use ccmake, you may get an error related to OpenGL. If this happens try quitting ccmake and running it again.

    • Make sure to delete any cmake variables that cmake already found, variables like *_LIBRARY or similar, *_INCLUDE_PATH or similar, CONDA_EXECUTABLE, CMAKE_INSTALL_PREFIX and any variables that are expected to contain conda environment related values.
    • Configure and generate in cmake.

       1 make -j
       2 make install
    

11. You may do this if you like, though a failure does not necessarily indicate an installation problem. These commands are mostly provided for developers actively changing the code to detect harmful changes before committing them.

       1 make test          # if everything passes you are fine, if there are failures, please ask. A failure does not necessarily mean a bad build, it may be a problem with the test.
       2 make test-verbose  # verbose test output to help to identify specific failures
       3 
    

Python 2 Environment

To setup a python 2 environment for development with all the proper dependencies, create and activate a conda environment with the following commands.

1. Create a conda environment. You need to do this only once.

      1 conda create -n py2 eman-deps=16.1 cmake=3.14 boost=1.66 -c cryoem -c defaults -c conda-forge
   

   You can replace "py2" with another name for the environment.

If you encounter errors in cmake, you may need to remove your CMakeCache.txt file and try cmake again.

1. Activate the environment.
   1. If you are in the "base" environment, activate your new environment with python 2.

         1 conda activate py2
      

   2. If you are in your "eman2" environment, first deactivate it, then activate "py2".

         1 conda deactivate
         2 conda activate py2
      

2. Checkout source code and pull from the remote. Code on "master" is python 3 only, to checkout python 2, use tag "python2". Note that "python2" is read-only and can't be updated by pushing to it.

      1 cd <source-directory>  # <path-where-you-want-eman2-source>/eman2
      2 git fetch --all --prune
      3 git checkout python2   # this is the tag pointing to the last python 2 code
      4 
   

Debugging and Reporting

Please, include the output of the following items when reporting a problem.

1. If make test fails, run the verbose tests.

      1 make test-verbose
   

2. In the source directory, run

      1 git status
      2 git log -1
   

3.    1 conda info -a
      2 conda list
      3 
      4 
      5 # This is not always needed.
      6 # It will print urls of packages and should be needed
      7 # only if the previous output is not sufficient.
      8 conda list --explicit
   

4. In the build directory, run

      1 cmake . -LA
   

Alternatively...

It could be better to record the session via script. This, also, records the commands.

1.    1 script filename.txt
      2 
      3 conda activate py3
      4 
      5 cd <source-dir>
      6 git status
      7 git log -1
      8 
      9 cd <build-dir>
     10 rm CMakeCache.txt
     11 cmake <source-dir>
     12 make clean
     13 make -j
     14 make install
     15 make test-verbose
     16 
     17 conda info -a
     18 conda list
     19 conda list --explicit
     20 
     21 cmake . -LA
     22 
     23 conda deactivate
     24 
     25 exit # or Ctrl+D
     26 
   

2. Send filename.txt.

EMAN Daily Development

When you start a new shell, these are the steps you will need to take before running EMAN2 programs or compiling the system:

1. Activate your environment. If you used a different name above, use it here too.

      1 conda activate eman2
   

2. Update. Periodically you should update your source using standard git techniques. If you are not modifying EMAN, just compiling from source, you just need to periodically:

      1 cd <source-directory>  # <path-where-you-want-eman2-source>/eman2
      2 git pull
   

3. Build EMAN

      1 cd <build-directory>
      2 make -j
      3 # if there are build problems, before reporting them, try rerunning cmake (above) first
      4 make install
   

4. Other Environments. To switch to another conda environment (stop working with EMAN2), first deactivate your current environment.

      1 conda deactivate
   

Linux Clusters

The approach above will install EMAN with a precompiled version of OpenMPI, which may or may not work with the batch queuing system on your cluster. If it does not work, the symptom will be that MPI parallel jobs will use only a single node, no matter how many you have allocated in your job. Currently, we do not have alternative OpenMPI installation instructions.