All of the tutorials and the material in them is dependent on the GitHub repository for the course. The first step of the setup is thus to download all the files that you will need, which is done differently depending on which operating system you have.

At the last day, you will have the opportunity to try out the different tools on one of your own projects. In case you don’t want to use a project you are currently working on, we have prepared a small-scale project for you. If you would like to work on your own project, it would be great if you could have the code and data ready before Friday so that you have more time for the exercise. In case your analysis project contains computationally intense steps it may be good to scale them down for the sake of the exercise. You might, for example, subset your raw data to only contain a minuscule part of its original size.

Setup for Mac / Linux users

First, cd into a directory on your computer (or create one) where it makes sense to download the course directory.

cd /path/to/your/directory
git clone https://github.com/NBISweden/workshop-reproducible-research.git
cd workshop-reproducible-research

Tip
If you want to revisit the material from an older instance of this course, you can do that using git checkout tags/<tag-name>, e.g. git checkout tags/course_1905. To list all available tags, use git tag. Run this command after you have cd into workshop-reproducible-research as described above. If you do that, you probably also want to view the same older version of this website. Until spring 2021, the website was hosted at https://nbis-reproducible-research.readthedocs.io. Locate the version box in the bottom right corner of the website and select the corresponding version.

Setup for Windows users

Using a Windows computer for bioinformatic work has sadly not been ideal most of the time, but large advanced in recent years have made this quite feasible through the Windows 10 Linux subsystem. This is the only setup for Windows users that we allow for participants of this course, as all the material has been created and tested to work on Unix-based systems.

Using the Linux subsystem will give you access to a full command-line bash shell based on Linux on your Windows 10 PC. For the difference between the Linux Bash Shell and the PowerShell on Windows 10, see e.g. this article.

Install Bash on Windows 10, follow the instructions at e.g. one of these resources:

Open a bash shell Linux terminal and clone the GitHub repository containing all files you will need for completing the tutorials as follows. First, cd into a directory on your computer (or create one) where it makes sense to download the course directory.

Tip
You can find the directory where the Linux distribution is storing all its files by typing explorer.exe .. This will launch the Windows File Explorer showing the current Linux directory. Alternatively, you can find the Windows C drive from within the bash shell Linux terminal by navigating to /mnt/c/.

cd /path/to/your/directory
git clone https://github.com/NBISweden/workshop-reproducible-research.git
cd workshop-reproducible-research

Whenever a setup instruction specifies Mac or Linux (i.e. only those two, with no alternative for Windows), please follow the Linux instructions.

Tip
If you want to revisit the material from an older instance of this course, you can do that using git checkout tags/<tag-name>, e.g. git checkout tags/course_1905. To list all available tags, use git tag. Run this command after you have cd into workshop-reproducible-research as described above. If you do that, you probably also want to view the same older version of this website. Until spring 2021, the website was hosted at https://nbis-reproducible-research.readthedocs.io/en/latest/. Locate the version box in the bottom right corner of the website and select the corresponding version.

Installing Git

Chances are that you already have git installed on your computer. You can check by running e.g. git --version. If you don’t have git, install it following the instructions here. If you have a very old version of git you might want to update to a later version.

Configure git

If it is the first time you use git on your computer, you may want to configure it so that it is aware of your username and email. These should match those that you have registered on GitHub. This will make it easier when you want to sync local changes with your remote GitHub repository.

git config --global user.name "Mona Lisa"
git config --global user.email "mona_lisa@gmail.com"

Tip
If you have several accounts (e.g. both a GitHub and Bitbucket account), and thereby several different usernames, you can configure git on a per-repository level. Change directory into the relevant local git repository and run git config user.name "Mona Lisa". This will set the default username for that repository only.

You will also need to configure the default branch name to be main instead of master:

git config --global init.defaultBranch "main"

The short version of why you need to do this is that GitHub uses main as the default branch while Git itself is still using master; please read the box below for more information.

The default branch name
The default branch name for Git and many of the online resources for hosting Git repositories has traditionally been master, which historically comes from the “master/slave” repositories of BitKeeper. This has been heavily discussed and in 2020 the decision was made by many (including GitHub) to start using main instead. Any repository created with GitHub uses this new naming scheme since October of 2020, and Git itself is currently discussing implementing a similar change. Git did, however, introduce the ability to set the default branch name when using git init in version 2.28, instead of using a hard-coded master. We at NBIS want to be a part of this change, so we have chosen to use main for this course.

Installing Conda

Conda is installed by downloading and executing an installer from the Conda website, but which version you need depends on your operating system:

# Install Miniconda3 for 64-bit Mac
curl -L https://repo.continuum.io/miniconda/Miniconda3-4.7.12.1-MacOSX-x86_64.sh -O
bash Miniconda3-4.7.12.1-MacOSX-x86_64.sh
rm Miniconda3-4.7.12.1-MacOSX-x86_64.sh

# Install Miniconda3 for 64-bit Linux
curl -L https://repo.continuum.io/miniconda/Miniconda3-4.7.12.1-Linux-x86_64.sh -O
bash Miniconda3-4.7.12.1-Linux-x86_64.sh
rm Miniconda3-4.7.12.1-Linux-x86_64.sh

Attention!
If you already have installed Conda but want to update, you should be able to simply run conda update conda and subsequently conda init, and skip the installation instructions below.

Apple M1 Chips
If you have a newer Apple computer with an M1 chip, make sure you have installed Rosetta before you run the installer. If you want to more fully utilise the new architecture, head over to Miniforge!

The installer will ask you questions during the installation:

Do you accept the license terms? (Yes)
Do you accept the installation path or do you want to choose a different one? (Probably yes)
Do you want to run conda init to setup Conda on your system? (Yes)

Restart your shell so that the settings in ~/.bashrc/~/.bash_profile can take effect. You can verify that the installation worked by running:

conda --version

Different Condas
There are three Conda-related things you may have encountered: the first is Conda, the package and environment manager we’ve been talking about so far. Second is Miniconda, which is the installer for Conda. The third is Anaconda, which is a distribution of not only Conda, but also over 150 scientific Python packages. It’s generally better to stick with only Conda, i.e. installing with Miniconda, rather than installing 3 GB worth of packages you may not even use.

Configuring Conda

Lastly, we will setup the default channels (from where packages will be searched for and downloaded if no channel is specified).

conda config --add channels defaults
conda config --add channels bioconda
conda config --add channels conda-forge

Installing Snakemake

We will use Conda environments for the set up of this tutorial, but don’t worry if you don’t understand exactly what everything does - you’ll learn all the details at the course. First make sure you’re currently situated inside the tutorials directory (workshop-reproducible-research/tutorials) and then create the Conda environment like so:

conda env create -f snakemake/environment.yml -n snakemake-env
conda activate snakemake-env

Check that Snakemake is installed correctly, for example by executing snakemake --help. This should output a list of available Snakemake settings. If you get bash: snakemake: command not found then you need to go back and ensure that the Conda steps were successful. Once you’ve successfully completed the above steps you can deactivate your Conda environment using conda deactivate and continue with the setup for the other tools.

Installing Nextflow

We’ll use Conda to install Nextflow as well: navigate to workshop-reproducible-research/tutorials and create the Conda environment:

conda env create -f nextflow/environment.yml -n nextflow-env
conda activate nextflow-env

Check that Nextflow was installed correctly by running nextflow -version. Once you’ve successfully completed the installation you can deactive the environment using conda deactivate and continue with the other setups, as needed.

Installing R Markdown

We also use Conda to install R Markdown: make sure your working directory is in the tutorials directory (workshop-reproducible-research/tutorials) and install the necessary R packages defined in the environment.yml:

conda env create -f rmarkdown/environment.yml -n rmarkdown-env

You can then activate the environment followed by running RStudio in the background from the command line:

conda activate rmarkdown-env
rstudio &

The sluggishness of Conda
Some environments are inherently quite complicated in that they have many and varied dependencies, meaning that the search space for the entire dependency hierarchy becomes huge - leading to slow and sluggish installations. This is often the case for R environments. This can be improved by using Mamba, a faster wrapper around Conda. Simply run conda install -n base mamba to install Mamba in your base environment, and replace any conda command with mamba - except activating and deactivating environments, which still needs to be done using Conda.

Once you’ve successfully completed the above steps you can deactivate your Conda environment using conda deactivate and continue with the setup for the other tools.

Windows users
In case you are having trouble installing R and RStudio using Conda, both run well directly on Windows and you may therefore want to install Windows versions of these software for this tutorial (if you haven’t done so already). Conda is, however, the recommended way. If you’re having issues with graphical applications, please have a look at this website; scroll down to the “Graphical applications”.

RStudio and Conda
In some cases RStudio doesn’t play well with Conda due to differing libpaths. The first and simplest thing to try is to always start RStudio from the command line (rstudio &). If you’re still having issues, check the available library path by .libPaths() to make sure that it points to a path within your Conda environment. It might be that .libPaths() shows multiple library paths, in which case R packages will be searched for by R in all these locations. This means that your R session will not be completely isolated in your Conda environment and that something that works for you might not work for someone else using the same Conda environment, simply because you had additional packages installed in the second library location. One way to force R to just use the conda library path is to add a .Renviron file to the directory where you start R with these lines:

```
R_LIBS_USER=""
R_LIBS=""
```

… and restart RStudio. The rmarkdown/ directory in the course materials already contains this file, so you shouldn’t have to add this yourself, but we mention it here for your future projects.

Installing Jupyter

Let’s continue using Conda for installing software, since it’s so convenient to do so! Move in the tutorials directory (workshop-reproducible-research/tutorials), create a Conda environment from the jupyter/environment.yml file and test the installation of Jupyter, like so:

conda env create -f jupyter/environment.yml -n jupyter-env
conda activate jupyter-env

Once you’ve successfully completed the above steps you can deactivate your Conda environment using conda deactivate and continue with the setup for the other tools.

Installing Docker

Installing Docker is quite straightforward on Mac or Windows and a little more cumbersome on Linux. Note that Docker runs as root, which means that you have to have sudo privileges on your computer in order to install or run Docker. When you have finished installing docker, regardless of which OS you are on, please type docker --version to verify that the installation was successful!

macOS

Go to docker.com and select download option that is suitable for your computer’s architecture (i.e. if you have an Intel chip or a newer Apple M1 chip). This will download a dmg file - click on it when it’s done to start the installation. This will open up a window where you can drag the Docker.app to Applications. Close the window and click the Docker app from the Applications menu. Now it’s basically just to click “next” a couple of times and we should be good to go. You can find the Docker icon in the menu bar in the upper right part of the screen.

Linux

How to install Docker differs a bit depending on your Linux distribution, but the steps are the same. Please follow the instructions for your distribution on https://docs.docker.com/engine/install/#server.

Tip
As mentioned before, Docker needs to run as root. You can achieve this by prepending all Docker commands with sudo. This is the approach that we will take in this tutorial, since the set up becomes a little simpler that way. If you plan on continuing using Docker you can get rid of this by adding your user to the group docker. Here are instructions for how to do this: https://docs.docker.com/engine/installation/linux/linux-postinstall/.

Windows

In order to run Docker on Windows your computer must support Hardware Virtualization Technology and virtualization must be enabled. This is typically done in BIOS. Setting this is outside the scope of this tutorial, so we’ll simply go ahead as if though it’s enabled and hope that it works.

On Windows 10 we will install Docker for Windows, which is available at docker.com. Click the link Download from Docker Hub, and select Get Docker. Once the download is complete, execute the file and follow the instructions. You can now start Docker from the Start menu. You can search for it if you cannot find it; the Docker whale icon should appear in the task bar.

You will probably need to enable integration with the Linux subsystem, if you haven’t done so during the installation of Docker Desktop. Right-click on the Docker whale icon in the task bar and select Settings. Choose Resources and select WPS integration. Enable integration with the Linux subsystem and click Apply & Restart; also restart the Linux subsystem.

Installing Singularity

Installation of Singularity depends, again, on your operating system. When you have finished, regardless of your OS, please type singularity --version to verify that your installation was successful!

Both Mac and Windows utilise Vagrant, for which the information in the box below may help you.

Vagrant and VirtualBox
The Vagrant VirtualBox with Singularity can be started like this:

Move into the folder vm-singularity where you installed Singularity.

Type vagrant up and once this has finished, verify that the Vagrant VirtualBox is running with vagrant status.

Now, type vagrant ssh, which will open the Vagrant VirtualBox.

The first time you open the Vagrant VirtualBox like this, you will have to download the course material to obtain a copy for the Singularity tutorial within the Vagrant VirtualBox by typing git clone https://github.com/NBISweden/workshop-reproducible-research.git.

macOS

Please follow the Mac-specific instructions at the Singularity website.

Linux

Follow the Linux-specific instruction at the Singularity website.

Windows

Please follow the Windows-specific instructions at the Singularity website.

Notes
Last time we checked, the software “Vagrant Manager” was not available for download but the installation of Singularity was successful even without it.

Version 6.1.28 of “Virtual box for Windows” may not work, please install version 6.1.26 from here in case you encounter problems when trying to start the Vagrant VirtualBox.