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MAINT: update installation instructions (#167)
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* update installation instructions

* update note on Docker images

* update codecov action

* update instructions to include Q2 metagenome as default

* fix hyperlinks

* fix last link

* fix special charac link

* address comments

* shorten intro of installation

---------

Co-authored-by: Michal Ziemski <[email protected]>
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adamovanja and misialq committed Jul 8, 2024
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2 changes: 1 addition & 1 deletion .github/workflows/ci-dev.yaml
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Expand Up @@ -25,7 +25,7 @@ jobs:
name: ${{ needs.ci.outputs.additional-reports-name }}
path: ${{ needs.ci.outputs.additional-reports-path }}

- uses: codecov/codecov-action@v3
- uses: codecov/codecov-action@v4
name: 'Upload coverage'
with:
fail_ci_if_error: true
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59 changes: 38 additions & 21 deletions README.md
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Expand Up @@ -12,38 +12,45 @@
</p><br>

## Installation
You can install q2-fondue using mamba in a conda environment of its own (option 1) or in an existing QIIME 2 environment (option 2) by following the steps described below. The current q2-fondue version supports QIIME 2 **v2021.4** or higher. Alternatively, a minimal Docker image is available to run q2-fondue methods (option 3 below).
There are multiple options to install q2-fondue (**v2024.5** or higher) - each targeted towards different needs:

For both options 1 and 2 make sure to start by installing [mamba](https://mamba.readthedocs.io/en/latest/index.html) in your base environment:
(To install q2-fondue with a version <= 2023.7 see [this](#installing-q2-fondue-with-older-versions) section.)

### Option 1: Install q2-fondue with QIIME 2 metagenome distribution
q2-fondue is a part of the QIIME 2 metagenome distribution and you can install it as outlined in the [QIIME 2 installation instructions](https://docs.qiime2.org/).
After that, don't forget to run **[the mandatory configuration step](#mandatory-configuration-for-all-three-options)**!

### Option 2: Install q2-fondue within a QIIME 2 amplicon conda environment
* Install the QIIME 2 amplicon distribution within a conda environment as described in [the official QIIME 2 documentation](https://docs.qiime2.org/).
* Activate the QIIME 2 environment (v2024.5 or higher) and install q2-fondue within while making sure that the used conda channel matches the version of the QIIME 2 environment (replace below `{ENV_VERSION}` with the version number of your QIIME 2 environment):
```
conda activate qiime2-amplicon-{ENV_VERSION}
mamba install -y \
-c https://packages.qiime2.org/qiime2/{ENV_VERSION}/metagenome/released/ \
-c conda-forge -c bioconda -c defaults \
q2-fondue
```
* Now, don't forget to run **[the mandatory configuration step](#mandatory-configuration-for-all-three-options)**!

### Option 3: Minimal fondue environment
* Start with installing [mamba](https://mamba.readthedocs.io/en/latest/index.html) in your base environment:
```shell
conda install mamba -n base -c conda-forge
```

### Option 1: Minimal fondue environment:
* Create and activate a conda environment with the required dependencies:
```shell
mamba create -y -n fondue \
-c https://packages.qiime2.org/qiime2/2023.7/tested/ \
-c https://packages.qiime2.org/qiime2/2024.5/metagenome/released/ \
-c conda-forge -c bioconda -c defaults \
q2cli q2-fondue

conda activate fondue
```
Now, don't forget to run [the mandatory configuration step](#mandatory-configuration-for-both-options-1-and-2)!
* Now, don't forget to run **[the mandatory configuration step](#mandatory-configuration-for-all-three-options)**!

### Option 2: Install fondue within existing QIIME 2 environment
* Install QIIME 2 within a conda environment as described in [the official user documentation](https://docs.qiime2.org/).
* Activate the QIIME 2 environment (v2022.8 or higher) and install fondue within while making sure that the used conda channel matches the version of the QIIME 2 environment (replace below `{ENV_VERSION}` with the version number of your QIIME 2 environment):
```
conda activate qiime2-{ENV_VERSION}
mamba install -y \
-c https://packages.qiime2.org/qiime2/{ENV_VERSION}/tested/ \
-c conda-forge -c bioconda -c defaults \
q2-fondue
```
Now, don't forget to run [the mandatory configuration step](#mandatory-configuration-for-both-options-1-and-2)!
Note: You can replace the version number `2024.5` with later releases if they are already available.

### Mandatory configuration for both options 1 and 2
### Mandatory configuration for all three options
* Refresh the QIIME 2 CLI cache and see that everything worked:
```shell
qiime dev refresh-cache
Expand All @@ -63,9 +70,19 @@ vdb-config -i
vdb-config --proxy <your proxy URL> --proxy-disable no
```

### Option 3: Use fondue via a public Docker image
Use containerization to integrate q2-fondue into your pipelines, or simply run reproducibly without the need for heavyweight package managers. [Read more about Docker here.](https://www.docker.com/get-started/)

### Installing q2-fondue with older versions
To install fondue with a version <= 2023.7 in a minimal environment run the following command inserting the respective version number `{ENV_VERSION}`:
```shell
mamba create -y -n fondue \
-c https://packages.qiime2.org/qiime2/{ENV_VERSION}/tested/ \
-c conda-forge -c bioconda -c defaults \
q2cli q2-fondue

conda activate fondue
```
Now, don't forget to run **[the mandatory configuration step](#mandatory-configuration-for-all-three-options)**!

Alternatively, a minimal Docker image is available to run q2-fondue==v2023.7:
* Install [Docker](https://docs.docker.com/engine/install/) with the linked instructions
* Pull the [q2-fondue Docker image](https://hub.docker.com/layers/linathekim/q2-fondue/2023.7/images/sha256-f5d26959ac035811a8f34e2a46f6cc381f9a4ce21b3604a196c1ee176ba708e7?context=repo):
```shell
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2 changes: 1 addition & 1 deletion tutorial/tutorial.md
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Expand Up @@ -65,7 +65,7 @@ Some microbiome datasets are also uploaded on [Qiita](https://qiita.ucsd.edu), a
After reading about regionally distinct microbial communities in vineyards in the publication by Bokulich et al. (2016)<sup>2</sup>, we are super curious to explore the dataset this study was based on. Luckily, with _q2-fondue_ retrieving all this data is a cakewalk! :cake:

### Installation
To install _q2-fondue_ please follow the instructions for installing _q2-fondue_ in an existing QIIME 2 environment (option 2) available in the [README](../README.md).
To install _q2-fondue_ please follow the instructions for installing _q2-fondue_ in an existing QIIME 2 amplicon environment (option 2) available in the [README](../README.md).

### Getting started

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