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515 lines
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<div class="section" id="install">
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<h1>Install<a class="headerlink" href="#install" title="Permalink to this headline">¶</a></h1>
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<div class="section" id="installing-with-pip">
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<h2>Installing with <code class="docutils literal"><span class="pre">pip</span></code><a class="headerlink" href="#installing-with-pip" title="Permalink to this headline">¶</a></h2>
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<p>Installing Catalyst via <code class="docutils literal"><span class="pre">pip</span></code> is slightly more involved than the average
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Python package.</p>
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<p>There are two reasons for the additional complexity:</p>
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<ol class="arabic simple">
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<li>Catalyst ships several C extensions that require access to the CPython C API.
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In order to build the C extensions, <code class="docutils literal"><span class="pre">pip</span></code> needs access to the CPython
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header files for your Python installation.</li>
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<li>Catalyst depends on <a class="reference external" href="http://www.numpy.org/">numpy</a>, the core library for
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numerical array computing in Python. Numpy depends on having the <a class="reference external" href="http://www.netlib.org/lapack">LAPACK</a> linear algebra routines available.</li>
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</ol>
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<p>Because LAPACK and the CPython headers are non-Python dependencies, the correct
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way to install them varies from platform to platform. If you’d rather use a
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single tool to install Python and non-Python dependencies, or if you’re already
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using <a class="reference external" href="http://continuum.io/downloads">Anaconda</a> as your Python distribution,
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you can skip to the <a class="reference internal" href="#conda"><span>Installing with Conda</span></a> section.</p>
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<p>Once you’ve installed the necessary additional dependencies (see below for
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your particular platform), you should be able to simply run</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>pip install enigma-catalyst
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</pre></div>
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</div>
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<p>If you use Python for anything other than Catalyst, we <strong>strongly</strong> recommend
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that you install in a <a class="reference external" href="https://virtualenv.readthedocs.org/en/latest">virtualenv</a>. The <a class="reference external" href="http://docs.python-guide.org/en/latest/">Hitchhiker’s Guide to
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Python</a> provides an <a class="reference external" href="http://docs.python-guide.org/en/latest/dev/virtualenvs/">excellent tutorial on virtualenv</a>. Here’s a summarized
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version:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>pip install virtualenv
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<span class="nv">$ </span>virtualenv catalyst-venv
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<span class="nv">$ </span><span class="nb">source</span> ./catalyst-venv/bin/activate
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<span class="nv">$ </span>pip install enigma-catalyst
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</pre></div>
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</div>
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<p>Though not required by Catalyst directly, our example algorithms use matplotlib
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to visually display the results of the trading algorithms. If you wish to run
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any examples or use matplotlib during development, it can be installed using:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>pip install matplotlib
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</pre></div>
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</div>
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<div class="section" id="gnu-linux">
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<h3>GNU/Linux<a class="headerlink" href="#gnu-linux" title="Permalink to this headline">¶</a></h3>
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<p>On <a class="reference external" href="https://www.debian.org/misc/children-distros">Debian-derived</a> Linux distributions, you can acquire all the necessary
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binary dependencies from <code class="docutils literal"><span class="pre">apt</span></code> by running:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>sudo apt-get install libatlas-base-dev python-dev gfortran pkg-config libfreetype6-dev
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</pre></div>
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</div>
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<p>On recent <a class="reference external" href="https://en.wikipedia.org/wiki/Red_Hat_Enterprise_Linux_derivatives">RHEL-derived</a> derived Linux distributions (e.g. Fedora), the
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following should be sufficient to acquire the necessary additional
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dependencies:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>sudo dnf install atlas-devel gcc-c++ gcc-gfortran libgfortran python-devel redhat-rep-config
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</pre></div>
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</div>
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<p>On <a class="reference external" href="https://www.archlinux.org/">Arch Linux</a>, you can acquire the additional dependencies via <code class="docutils literal"><span class="pre">pacman</span></code>:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>pacman -S lapack gcc gcc-fortran pkg-config
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</pre></div>
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</div>
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</div>
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<div class="section" id="osx">
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<h3>OSX<a class="headerlink" href="#osx" title="Permalink to this headline">¶</a></h3>
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<p>The version of Python shipped with OSX by default is generally out of date, and
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has a number of quirks because it’s used directly by the operating system. For
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these reasons, many developers choose to install and use a separate Python
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installation. The <a class="reference external" href="http://docs.python-guide.org/en/latest/">Hitchhiker’s Guide to Python</a> provides an excellent guide
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to <a class="reference external" href="http://docs.python-guide.org/en/latest/">Installing Python on OSX</a>, which
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explains how to install Python with the <a class="reference external" href="http://brew.sh">Homebrew</a> manager.</p>
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<p>Assuming you’ve installed Python with Homebrew, you’ll also likely need the
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following brew packages:</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nv">$ </span>brew install freetype pkg-config gcc openssl
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</pre></div>
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</div>
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<div class="section" id="osx-virtualenv-matplotlib">
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<h4>OSX + virtualenv + matplotlib<a class="headerlink" href="#osx-virtualenv-matplotlib" title="Permalink to this headline">¶</a></h4>
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<p>A note about using matplotlib in virtual enviroments on OSX: it may be necessary to run</p>
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<div class="highlight-bash"><div class="highlight"><pre><span class="nb">echo</span> <span class="s2">"backend: TkAgg"</span> > ~/.matplotlib/matplotlibrc
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</pre></div>
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</div>
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<p>in order to override the default <code class="docutils literal"><span class="pre">macosx</span></code> backend for your system, which may not
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be accessible from inside the virtual environment. This will allow Catalyst to open
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matplotlib charts from within a virtual environment, which is useful for displaying
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the performance of your backtests. To learn more about matplotlib backends, please refer to the
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<a class="reference external" href="https://matplotlib.org/faq/usage_faq.html#what-is-a-backend">matplotlib backend documentation</a>.</p>
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</div>
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</div>
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<div class="section" id="windows">
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<h3>Windows<a class="headerlink" href="#windows" title="Permalink to this headline">¶</a></h3>
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<p>In Windows, you will need the <a class="reference external" href="https://www.microsoft.com/en-us/download/details.aspx?id=44266">Microsoft Visual C++ Compiler for Python 2.7</a>. This package
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contains the compiler and the set of system headers necessary for producing
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binary wheels for Python 2.7 packages. If it’s not already in your system, download
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it and install it before proceeding to the next step.</p>
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<p>For windows, the easiest and best supported way to install Catalyst is to use
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<a class="reference internal" href="#conda"><span>Conda</span></a>.</p>
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<div class="section" id="troubleshooting-visual-c-compiler-install">
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<h4>Troubleshooting Visual C++ Compiler Install<a class="headerlink" href="#troubleshooting-visual-c-compiler-install" title="Permalink to this headline">¶</a></h4>
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<p>We run into two different errors when trying to install the the <cite>Microsoft Visual C++
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Compiler for Python 2.7</cite> mentioned above:</p>
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<ul class="simple">
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<li></li>
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</ul>
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</div>
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</div>
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<div class="section" id="amazon-linux-ami">
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<h3>Amazon Linux AMI<a class="headerlink" href="#amazon-linux-ami" title="Permalink to this headline">¶</a></h3>
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<p>The packages <code class="docutils literal"><span class="pre">pip</span></code> and <code class="docutils literal"><span class="pre">setuptools</span></code> that come shipped by default are very outdated.
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Thus, you first need to run:</p>
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<div class="highlight-bash"><div class="highlight"><pre>pip install --upgrade pip setuptools
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</pre></div>
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</div>
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<p>The default installation is also missing the C and C++ compilers, which you install by:</p>
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<div class="highlight-bash"><div class="highlight"><pre>sudo yum install gcc gcc-c++
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</pre></div>
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</div>
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<p>Then you should follow the regular installation instructions outlined at the beginning
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of this page.</p>
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</div>
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<div class="section" id="troubleshooting-pip-install">
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<h3>Troubleshooting <code class="docutils literal"><span class="pre">pip</span></code> Install<a class="headerlink" href="#troubleshooting-pip-install" title="Permalink to this headline">¶</a></h3>
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<dl class="docutils">
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<dt><strong>Issue</strong>:</dt>
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<dd>Package enigma-catalyst cannot be found</dd>
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<dt><strong>Solution</strong>:</dt>
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<dd><p class="first">Make sure you have the most up-to-date version of pip installed, by running:</p>
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<div class="highlight-bash"><div class="highlight"><pre>pip install --upgrade pip
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</pre></div>
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</div>
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<p>On Windows, the recommended command is:</p>
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<div class="last highlight-bash"><div class="highlight"><pre>python -m pip install --upgrade pip
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</pre></div>
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</div>
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</dd>
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</dl>
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<hr class="docutils" />
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<dl class="docutils">
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<dt><strong>Issue</strong>:</dt>
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<dd><p class="first">Package enigma-catalyst cannot still be found, even after upgrading pip (see above), with an error similar to:</p>
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<div class="last highlight-bash"><div class="highlight"><pre>Downloading/unpacking enigma-catalyst
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Could not find a version that satisfies the requirement enigma-catalyst <span class="o">(</span>from versions: 0.1.dev9, 0.2.dev2, 0.1.dev4, 0.1.dev5, 0.1.dev3, 0.2.dev1, 0.1.dev8, 0.1.dev6<span class="o">)</span>
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Cleaning up...
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No distributions matching the version <span class="k">for</span> enigma-catalyst
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</pre></div>
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</div>
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</dd>
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<dt><strong>Solution</strong>:</dt>
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<dd><p class="first">In some systems (this error has been reported in Ubuntu), pip is configured to only find stable versions by default. Since Catalyst is in alpha version, pip cannot find a matching version that satisfies the installation requirements. The solution is to include the <cite>–pre</cite> flag to include pre-release and development versions:</p>
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<div class="last highlight-bash"><div class="highlight"><pre>pip install --pre enigma-catalyst
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</pre></div>
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</div>
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</dd>
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</dl>
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<hr class="docutils" />
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<dl class="docutils">
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<dt><strong>Issue</strong>:</dt>
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<dd>Package enigma-catalyst fails to install because of outdated setuptools</dd>
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<dt><strong>Solution</strong>:</dt>
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<dd><p class="first">Upgrade to the most up-to-date setuptools package by running:</p>
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<div class="last highlight-bash"><div class="highlight"><pre>pip install --upgrade pip setuptools
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</pre></div>
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</div>
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</dd>
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</dl>
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<hr class="docutils" />
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<dl class="docutils">
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<dt><strong>Issue</strong>:</dt>
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<dd>Missing required packages</dd>
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<dt><strong>Solution</strong>:</dt>
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<dd><p class="first">Download <a class="reference external" href="https://github.com/enigmampc/catalyst/blob/master/etc/requirements.txt">requirements.txt</a>
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(click on the <em>Raw</em> button and Right click -> Save As...) and use it to
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install all the required dependencies by running:</p>
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<div class="last highlight-bash"><div class="highlight"><pre>pip install -r requirements.txt
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</pre></div>
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</div>
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</dd>
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</dl>
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<hr class="docutils" />
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<dl class="docutils">
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<dt><strong>Issue</strong>:</dt>
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<dd>Installation fails with error: <code class="docutils literal"><span class="pre">fatal</span> <span class="pre">error:</span> <span class="pre">Python.h:</span> <span class="pre">No</span> <span class="pre">such</span> <span class="pre">file</span> <span class="pre">or</span> <span class="pre">directory</span></code></dd>
|
|
<dt><strong>Solution</strong>:</dt>
|
|
<dd><p class="first">Some systems (this issue has been reported in Ubuntu) require <cite>python-dev</cite> for the proper build and installation of package dependencies. The solution is to install python-dev, which is independent of the virtual environment. In Ubuntu, you would need to run:</p>
|
|
<div class="last highlight-bash"><div class="highlight"><pre>sudo apt-get install python-dev
|
|
</pre></div>
|
|
</div>
|
|
</dd>
|
|
</dl>
|
|
</div>
|
|
</div>
|
|
<div class="section" id="installing-with-conda">
|
|
<span id="conda"></span><h2>Installing with <code class="docutils literal"><span class="pre">conda</span></code><a class="headerlink" href="#installing-with-conda" title="Permalink to this headline">¶</a></h2>
|
|
<p>Another way to install Catalyst is via the <code class="docutils literal"><span class="pre">conda</span></code> package manager, which
|
|
comes as part of Continuum Analytics’ <a class="reference external" href="http://continuum.io/downloads">Anaconda</a> distribution.</p>
|
|
<p>The primary advantage of using Conda over <code class="docutils literal"><span class="pre">pip</span></code> is that conda natively
|
|
understands the complex binary dependencies of packages like <code class="docutils literal"><span class="pre">numpy</span></code> and
|
|
<code class="docutils literal"><span class="pre">scipy</span></code>. This means that <code class="docutils literal"><span class="pre">conda</span></code> can install Catalyst and its dependencies
|
|
without requiring the use of a second tool to acquire Catalyst’s non-Python
|
|
dependencies.</p>
|
|
<p>For instructions on how to install <code class="docutils literal"><span class="pre">conda</span></code>, see the <a class="reference external" href="http://conda.pydata.org/docs/download.html">Conda Installation
|
|
Documentation</a>. Alternatively, you
|
|
can install MiniConda, which is a smaller footprint (fewer packages and smaller
|
|
size) than its big brother Anaconda, but it still contains all the main packages
|
|
needed. To install MiniConda, you can follow these steps:</p>
|
|
<ol class="arabic simple">
|
|
<li>Download <a class="reference external" href="https://conda.io/miniconda.html">MiniConda</a>. Select Python 2.7 for
|
|
your Operating System.</li>
|
|
<li>Install MiniConda. See the <a class="reference external" href="https://conda.io/docs/user-guide/install/index.html">Installation Instructions</a>
|
|
if you need help.</li>
|
|
<li>Ensure the correct installation by running <code class="docutils literal"><span class="pre">conda</span> <span class="pre">list</span></code> in a Terminal window,
|
|
which should print the list of packages installed with Conda.</li>
|
|
</ol>
|
|
<p>Once either Conda or MiniConda has been set up you can install Catalyst:</p>
|
|
<ol class="arabic">
|
|
<li><p class="first">Download the file <a class="reference external" href="https://github.com/enigmampc/catalyst/blob/master/etc/python2.7-environment.yml">python2.7-environment.yml</a>.</p>
|
|
</li>
|
|
<li><p class="first">Open a Terminal window and enter [<code class="docutils literal"><span class="pre">cd/dir</span></code>] into the directory where you saved
|
|
the above <code class="docutils literal"><span class="pre">python2.7-environment.yml</span></code> file.</p>
|
|
</li>
|
|
<li><p class="first">Install using this file. This step can take about 5-10 minutes to install.</p>
|
|
<div class="highlight-bash"><div class="highlight"><pre>conda env create -f python2.7-environment.yml
|
|
</pre></div>
|
|
</div>
|
|
</li>
|
|
<li><p class="first">Activate the environment (which you need to do every time you start a new session
|
|
to run Catalyst):</p>
|
|
<p><strong>Linux or OSX:</strong></p>
|
|
<div class="highlight-bash"><div class="highlight"><pre><span class="nb">source </span>activate catalyst
|
|
</pre></div>
|
|
</div>
|
|
<p><strong>Windows:</strong></p>
|
|
<div class="highlight-bash"><div class="highlight"><pre>activate catalyst
|
|
</pre></div>
|
|
</div>
|
|
</li>
|
|
</ol>
|
|
<p>Congratulations! You now have Catalyst installed.</p>
|
|
<div class="section" id="troubleshooting-conda-install">
|
|
<h3>Troubleshooting <code class="docutils literal"><span class="pre">conda</span></code> Install<a class="headerlink" href="#troubleshooting-conda-install" title="Permalink to this headline">¶</a></h3>
|
|
<p>If the command <code class="docutils literal"><span class="pre">conda</span> <span class="pre">env</span> <span class="pre">create</span> <span class="pre">-f</span> <span class="pre">python2.7-environment.yml</span></code> in step 3 above failed
|
|
for any reason, you can try setting up the environment manually with the following steps:</p>
|
|
<ol class="arabic">
|
|
<li><p class="first">Create the environment:</p>
|
|
<div class="highlight-bash"><div class="highlight"><pre>conda create --name catalyst <span class="nv">python</span><span class="o">=</span>2.7 scipy
|
|
</pre></div>
|
|
</div>
|
|
</li>
|
|
<li><p class="first">Activate the environment:</p>
|
|
<p><strong>Linux or OSX:</strong></p>
|
|
<div class="highlight-bash"><div class="highlight"><pre><span class="nb">source </span>activate catalyst
|
|
</pre></div>
|
|
</div>
|
|
<p><strong>Windows:</strong></p>
|
|
<div class="highlight-bash"><div class="highlight"><pre>activate catalyst
|
|
</pre></div>
|
|
</div>
|
|
</li>
|
|
<li><p class="first">Install the Catalyst inside the environment:</p>
|
|
<div class="highlight-bash"><div class="highlight"><pre>pip install enigma-catalyst matplotlib
|
|
</pre></div>
|
|
</div>
|
|
</li>
|
|
</ol>
|
|
</div>
|
|
</div>
|
|
<div class="section" id="getting-help">
|
|
<h2>Getting Help<a class="headerlink" href="#getting-help" title="Permalink to this headline">¶</a></h2>
|
|
<p>If after following the instructions above, and going through the <em>Troubleshooting</em> sections,
|
|
you still experience problems installing Catalyst, you can seek additional help through the
|
|
following channels:</p>
|
|
<ul class="simple">
|
|
<li>Join our <a class="reference external" href="https://discord.gg/SJK32GY">Discord community</a>, and head over the #catalyst_dev
|
|
channel where many other users (as well as the project developers) hang out, and can assist
|
|
you with your particular issue. The more descriptive and the more information you can provide,
|
|
the easiest will be for others to help you out.</li>
|
|
<li>Report the problem you are experiencing on our
|
|
<a class="reference external" href="https://github.com/enigmampc/catalyst/issues">GitHub repository</a> following the guidelines
|
|
provided therein. Before you do so, take a moment to browse through all <a class="reference external" href="https://github.com/enigmampc/catalyst/issues?utf8=%E2%9C%93&q=is%3Aissue">previous reported issues</a> in the likely case
|
|
that someone else experienced that same issue before, and you get a hint on how to solve it.</li>
|
|
</ul>
|
|
</div>
|
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