# Installation¶

## Python environment¶

X-PSI was developed in Python 2.7, and has not yet been ported to Python 3. Fortunately, there are several ways to create a virtual environment with a different version of Python, without disrupting your Python ecosystem.

Clone X-PSI:

git clone https://github.com/ThomasEdwardRiley/xpsi.git </path/to/xpsi>


## Basic Conda environment¶

In the source directory we provide a basic dependency file that installs the core Python packages required for likelihood functionality. These packages are:

For likelihood evaluation, you also require the GNU Scientific Library (GSL). We have included this in the Conda environment file, but we give installation instructions from source below; in the latter case, you can remove the GSL entry from the environment file prior to creation.

If you want to run X-PSI in a Jupyter notebook, you can add this as an entry (e.g., - jupyter=1.0) to the environment file or you can install it via Conda (or pip) after environment creation.

To create a virtual environment from file:

conda env create -f <path/to/xpsi>/basic_environment.yml


If Conda does not solve the environment dependencies, you may need to create an environment manually via

conda create -n xpsi python=2.7


and then install the core dependencies listed in basic_environment.yml, such as NumPy and Cython, and also GSL.

## Conda environment duplication¶

In the source repository we provide a dependency file that can facilitate exact duplication of the environment from which X-PSI v0.6 was released. This information may be useful if trying to diagnose installation problems, but can only be expected to be compatible with the same platform.

The development environment:

• Ubuntu 14.04
• Installed globally via apt: GCC 4.8.4; Open MPI 1.6.5 (“ancient”); BLAS; LAPACK; ATLAS.
• Miniconda2 (Python 2.7; 64-bit)
• Conda environment exported to xpsi/environment.yml

When inspecting the xpsi/environment.yml file, note that most of the entries were installed via automatic resolution of a strict dependency chain when core packages were specified. Also note the packages that were installed into a Conda environment via pip. There are a few reasons for these choices, but the main one is that pip is purely for Python packages and will not install unwanted non-Python libraries. To be clear, such libraries would be dependencies that could have been installed via Conda, if we had not already satisfied them as listed above in this instance.

The Python packages below can be installed straightforwardly from source or via a package manager (Conda, pip, or a combination), via the instructions native to the packages. When searching for an open-source package you may need to add conda-forge package channel.

Note

The specifications on this page regard the development environment: you are free to set up alternative environment. For installation on a high-performance system, instructions on this page, which tailor to a self-administered machine, are either not applicable or do not target performance. We direct the reader to the SURFsara systems page for guidance.

To duplicate from file:

conda env create -f <path/to/xpsi>/environment.yml


## Dependencies¶

The following Python packages are required for nested sampling:

• PyMultiNest (the interface to the MultiNest library)
• mpi4py (for parallelisation)
• SciPy (optional core package useful for, e.g., inverse prior sampling)

Note

That conda install -c conda-forge pymultinest might try to install dependencies in the environment, including binaries for MPI, BLAS/LAPACK, and a Fortran compiler, all in order to install MultiNest. Moreover, the MultiNest version listed is a minor release too low to satisfy all our needs. Although production sampling runs need to be performed on a high-performance system, it is advisable to install MultiNest on your personal machine to gain experience on application to inexpensive test problems. Below we offer from source instructions.

The following Python packages are required for full functionality of the post-processing module:

• Matplotlib
• GetDist (posterior KDE corner plotting)[1]
• h5py (storage of X-ray signals computed from posterior samples; also used by emcee)
• nestcheck (posterior error analysis, plotting, run combination, etc.)[2]
• fgivenx (conditional posterior plotting; also required by nestcheck)

Note that post-processing can generally be done on a desktop computer and thus these packages are not necessary for running sampling processes on a high-performance system. If they are not installed, a warning message is printed or an exception is raised (by the root process if MPI world size >1).

The emcee Python package for ensemble-MCMC is optional.

Note

That conda install -c conda-forge emcee will handle dependencies recursively to the extent that MPI would be installed if you accept.

Footnotes

 [1] The version of GetDist currently compatible with X-PSI, and used in Riley et al. 2019 (ApJL, 887, L21), is v0.3.1. It may be cloned as follows: git clone [--single-branch] -b customisation \ https://github.com/ThomasEdwardRiley/getdist.git 
 [2] The version of nestcheck currently compatible with X-PSI, and used in Riley et al. 2019 (ApJL, 887, L21), is v0.2.0. It may be cloned as follows: git clone [--single-branch] -b feature/getdist_kde \ https://github.com/ThomasEdwardRiley/nestcheck.git 

## From source¶

X-PSI has several dependencies that are not Python packages. Build and install guidelines are given below.

### GSL¶

To obtain the latest GSL source code (otherwise v2.5 works):

wget -v http://mirror.koddos.net/gnu/gsl/gsl-latest.tar.gz


Untar, navigate to the build directory (e.g., cd gsl-latest/build), and then build and install:

../configure CC=<path/to/compiler/executable> --prefix=$HOME/gsl make make check make install make installcheck make clean  This will install the library in your $HOME, as an example. You can check the prefix and version of GSL on your path:

gsl-config --version
gsl-config --prefix


### MultiNest¶

To leverage some capabilities of sample post-processing software you require MultiNest v3.11. To build the MultiNest library, you require an MPI-wrapped Fortran compiler (e.g., mpifort from Open MPI).

Note

The following assumes an environment similar to that summarised in the in the Python environment section above, specifically to emphasise where an MPI compiler wrapper is required.

First clone the repository, then navigate to it and build:

git clone https://github.com/farhanferoz/MultiNest.git <path/to/clone>/multinest
cd <path/to/clone>/multinest/MultiNest_v3.11_CMake/multinest
mkdir build
cd build
CC=gcc FC=mpif90 CXX=g++ cmake -DCMAKE_{C,CXX}_FLAGS="-O3 -march=native -funroll-loops" -DCMAKE_Fortran_FLAGS="-O3 -march=native -funroll-loops" ..
make
ls ../lib/


Use the last command to check for the presence of shared objects. There is no need to make install as suggested in the source code documentation.

If you have not already installed mpi4py using pip (or Conda assuming a different environment setup to that summarised in Python environment), then here is how to do it from source (e.g., on some path such as $HOME): wget https://bitbucket.org/mpi4py/mpi4py/downloads/mpi4py-3.0.0.tar.gz tar -xf mpi4py-3.0.0.tar.gz python setup.py build --mpicc=mpicc python setup.py install  The package will be installed in your Conda environment (if activated). To test: mpiexec -n 4 python demo/helloworld.py  Do you see ranks 0 through 3 reporting for duty? The number of MPI processes might be best set to somewhere between the number of physical cores and logical cores in your machine for test sampling applications. For a typical laptop that might be up to -n 4. Now you need the Python interface to MultiNest: git clone https://github.com/JohannesBuchner/PyMultiNest.git <path/to/clone>/pymultinest cd <path/to/clone>/pymultinest python setup.py install [--user]  The package will be installed in your Conda environment (if activated). Note Here we clone the PyMultiNest repository. However, for Riley et al. 2019 (ApJL, 887, L21), working with X-PSI v0.1, we used the repository as frozen in a fork. To clone this version instead: git clone https://github.com/ThomasEdwardRiley/PyMultiNest.git <path/to/clone>  and then simply follow the same installation procedure. ### X-PSI¶ To build and install from the X-PSI clone root, you require an OpenMP-enabled C compiler (known compatibility with icc, gcc, and clang): CC=<path/to/compiler/executable> python setup.py install [--user]  The --user flag is optional and specifies where the package is installed; if you want to install the package in a virtual environment, omit this flag. For icc, you may need to prepend this command with LDSHARED="icc -shared". This ensures that both the compiler and linker are Intel, otherwise the gcc linker might be invoked. Provided the GSL <prefix>/bin is in your PATH environment variable, the X-PSI setup.py script will automatically use the gsl-config executable to link the shared libraries and give the required C flags for compilation of the X-PSI extensions. Because the library location will not change for runtime, we state the runtime linking instructions at compilation in the setup.py script. Note To install X-PSI on Mac OS, you can use llvm clang rather than gcc. First install homebrew and use that to install llvm: /usr/bin/ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"

brew install llvm


Modify your .profile file as follows:

export PATH=/usr/local/opt/llvm/bin:\$PATH
export LDFLAGS="-L/usr/local/opt/llvm/lib"
export CPPFLAGS="-I/usr/local/opt/llvm/include"
export KMP_DUPLICATE_LIB_OK=TRUE


Install X-PSI using

CC=/usr/local/opt/llvm/bin/clang python setup.py install [--user]


If you ever need to reinstall, first clean to recompile the C files:

rm -r build dist *egg* xpsi/*/*.c


Alternatively, to build X-PSI in-place:

CC=<path/to/compiler/executable> python setup.py build_ext -i


This will build extension modules in the source code directory. You must in this case ensure that the source code directory is on your PYTHONPATH environment variable, or inserted into sys.path within a calling module.

## Documentation¶

If you wish to compile the documentation you require Sphinx:

cd xpsi/docs; [make clean;] make html


To rebuild the documentation after a change to source code docstrings:

[CC=<compiler>] python setup.py install [--user]; cd docs; make clean; make html; cd ..


You need the relevant extensions (such as nbsphinx, which you will be prompted to install) and atheme such as the Sphinx Read the Docs theme. Customisation can be made in the xpsi/docs/source/conf.py script.

The .html files can then found in xpsi/docs/build/html, along with the notebooks for the tutorials in this documentation. The .html files can naturally be opened in a browser, handily via a Jupyter session (this is particularly useful if the edits are to tutorial notebooks).

Note that if you require links to the source code in the HTML files, you need to ensure Sphinx imports the xpsi package from the source directory instead of from the ~/.local/lib directory of the user. To enforce this, insert the path to the source directory into sys.path in the conf.py script. Then make sure the extension modules are inside the source directory – i.e., the package is built in-place (see above).

Note

To build the documentation, all modules need to be imported, and the dependencies that are not resolved will print warning messages.

## Installing on Windows¶

X-PSI has been successfully installed and run on Windows, at least for the purpose of likelihood functionality, using the following user-contributed procedure.

• Clone the X-PSI repository to a directory on your Windows computer (see above).
• Download Ubuntu for Windows.
• Install Python 2.7.
• Create a virtual Python environment in an Ubuntu shell.
• Install supporting packages pip install matplotlib numpy cython scipy followed by sudo apt-get install libgsl-dev.
• Ensure you are in the X-PSI directory and install X-PSI CC=gcc python setup.py install.
• Install any missing packages that you need, e.g., pip install h5py for post-processing functionality if you have posterior sample sets available.
• Install Jupyter notebook using pip install notebook.
• Start the kernel with the command Jupyter notebook.