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add environments documentation
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317 changes: 317 additions & 0 deletions lib/spack/docs/environments.rst
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.. _environments:

Environments
============

An environment is used to group together a set of specs for the
purpose of building, rebuilding and deploying in a coherent fashion.
Environments provide a number of advantages over the the a la carte
approach of building and loading individual Spack modules:

#. Environments eliminate the non-determinism encountered when
installing packages and then loading what was just created.
Consider the following sequence:

.. code-block:: console
$ spack install mypackage
$ spack load mypackage
Sometime later, somebody else installs an earlier version of ``mypackage``:

.. code-block:: console
$ spack install [email protected]
Now the ``spack load mypackage`` command will fail because more
than one version of ``mypackage`` is installed. Thus, ``spack
load`` is non-deterministic, and not a reliable way to load
specific sets of modules one wishes to build and load.
Environments solve this problem by creating a localized context
that is immune to what other versions of packages might be
installed in the global Spack prefix.
#. Environments separate the steps of (a) choosing what to
install, (b) concretizing, and (c) installing. This allows
Environments to remain stable and repeatable, even if Spack packages
are upgraded: specs are only re-concretized when the user
explicitly asks for it. It should even be possible to reliably
transport environments between different computers running
different versions of Spack!
#. Since re-concretization only occurs at controlled times, the
Environment equivalent of many Spack commands are far faster. For
example, ``spack env <env> list -Ilr`` vs. ``spack spec``.
#. Environments allow several specs to be built at once; a more robust
solution than ad-hoc scripts making multiple calls to ``spack
install``.
#. An Environment that is built as a whole can be loaded as a whole.
Spack can generate a script of ``module load`` commands that load
the appropraite environment. And that script will work, without
running Spack, as long as the underlying modules remain installed.
A fast-running ``spack env <env> load`` command would also be
possible.

Other packaging systems also provide environments that are similar in
some ways to Spack environments; for example, `Conda environments
<https://conda.io/docs/user-guide/tasks/manage-environments.html>`_ or
`Python Virtual Environments
<https://docs.python.org/3/tutorial/venv.html>`_. Spack environments
some distinctive features:

#. A spec installed "in" an environment is no different form the same
spec installed anywhere else in Spack. Environments are assembled
simply by collecting together a set of specs. Environments are
loaded by generating a set of ``module load`` commands. (In the
future, environments can also be assembled into a single tree using
techniques from ``spack view``.)
#. Spack Environments may contain more than one version of the same
package; but only a single module for a package may be loaded.
Modules that occur in earlier specs listed in an environment take
precedence over modules that occur later.

Using Environments
------------------

Here we follow a typical use case of creating, concretizing,
installing and loading an environment.

.. note::

Environments are currently in Beta. We expect the user interface
to change. Future changes might also break existing environment
files, particularly ``environment.json``.


Creating an Environment
^^^^^^^^^^^^^^^^^^^^^^^

An environment is created by:

.. code-block:: console
$ spack env myenv create
Spack then creates the following files:

* The directory ``var/spack/environments/myenv``. This is the public
part of the environment.

.. note::

All environments are stored in the ``var/spack/environments`` folder.

The following files may be added to this directory by the user or
Spack:

* ``env.yaml``: Addition environment specification and configuration
* ``loads``: A script of ``module load`` commands, generated by
``spack env myenv loads``, which the user may source to use the
built environment.
* ``logs/``: Symbolic links to build logs for specs that are part of
the environment.
* Anything else the user wishes to put in this directory!

* The directory ``var/spack/environments/myenv/.env``. This directory
is "owned" by Spack, and may be rewritten from time to time. The
user should not put anything in it. It contains:

* ``environment.json``: Concretized specs for the environment.
* ``repo/``: A repo consisting of the Spack packages used in this
environment. This allows the environment to build the same, in
theory, even on different verions of Spack with different
packages!

Adding User Specs
^^^^^^^^^^^^^^^^^

Once an environment is created, it is time to add some user specs. A
*user spec* is simply a spec typed by the user; for example, what one
would type as part of ``spack install``. An environment can consist
of as many user specs as one likes, and the specs can contain
conflicting versions of packages. For example:

.. code-block:: console
$ spack env myenv add mpileaks
$ spack env myenv add python
Concretizing
^^^^^^^^^^^^

Once some user specs have been added to an environment, they can be
concretized. The following command will concretize all user specs
that have been added and not yet concretized:

.. code-block:: console
$ spack env myenv concretize
This command will re-concretize all specs:

.. code-block:: console
$ spack env myenv concretize
Re-concretizing can be useful if packages have changed and one wishes
them to take effect in an environment; however it can lead to
additional re-building of packages.

Listing
^^^^^^^

The ``spack env <env> concretize`` command reports on its results.
This report can be repeated at any time with:

.. code-block:: console
$ spack env myenv list -Ilr
This version of the command reports on hashes and install status of
all the specs in an environment. See ``spack env myenv list -h`` for
customization options.

Installing
^^^^^^^^^^

Once an environment has been concretized, it can be installed. One
can think of this as running ``spack install`` on every concretized
spec in the environment:

.. code-block:: console
$ spack env myenv install
As it installs, ``spack env <env> install`` creates symbolic links in
the ``logs/`` directory in the environment, allowing for easy
inspection of build logs related to that environment.

Loading
^^^^^^^

Once an environment has been installed, the following creates a load script for it:

.. code-block:: console
$ spack env myenv loads -r
This creates a file called ``loads`` in the environment directory.
Sourcing that file in Bash will make the environment available to the
user; and can be included in ``.bashrc`` files, etc. The ``loads``
file may also be copied out of the environment, renamed, etc.

Environment Configs
-------------------

A variety of Spack behaviors are changed through Spack configs. Many
Spack users use a ``~/.spack/packages.yaml`` file to customize or
otherwise direct the behavior of the concretizer; for example, to
choose a specific version of a package, or to use an external package.

Spack environments can use a config as well; the user just has to
create a ``config/`` sub-directory in the environment, and then add
configuration files to it (eg: ``packages.yaml``). For example, the
following ``config/packages.yaml`` file will direct the concretizer to
use ``[email protected]`` in an environment:

.. code-block:: yaml
packages:
python:
version: [3.5.2]
An environment's config will be loaded last; and will have precedence
over all other configs loaded by Spack; for example, the config files
in ``~/.spack``.

env.yaml
--------

Further customization is also possible through a user-created
``env.yaml`` file in the environment's directory. This currently
allows for two further features:

#. Loading (stacking) more than one config; or loading them from
locations outside the environment.
#. Recording a list of user specs to be part of the environment.

An example ``env.yaml`` file:

.. code-block:: yaml
env:
configs:
- '{HOME}/spscopes/centos7' # Lowest precedence
- '{HOME}/spscopes/gissversions'
- '{HOME}/spscopes/twoway'
- '{HOME}/spscopes/develop'
- config # Highest precedence
specs:
ncview: # Highest precedence
netcdf:
nco: # Lowest precedence
py-sphinx:
.. note::

#. If ``env.yaml`` exists, then Spack will no longer automatically
load from the default environment ``config/`` directory. This is a
bug. To enable the default behavior, use the following in
``env.yaml``:

.. code-block:: yaml
env:
configs:
- config
#. The effect of configs on concretization can be tested using the
``spack env <env> spec`` command.

#. As shown above, the syntax ``{X}`` in config paths will
substitute the system environent variable named ``X``. This
allows configs to be referenced either relative to the
environment directory, or somewhere else on the filesystem.


Loading Specs from env.yaml
^^^^^^^^^^^^^^^^^^^^^^^^^^^

If a list of user specs is included in ``env.yaml``, it can be added
to the environment as follows:

.. code-block:: console
$ spack env myenv add --all
This is equivalent to a series of ``spack env myenv add`` calls.
Similarly, all user specs may be removed from the environment with:

.. code-block:: console
$ spack env myenv remove --all
In this way, the list of user specs associated with an environment can
be kept in the environment; rather than in a separate script
elsewhere.


Initializing an Environment from a Template
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

When creating an environment with ``spack env <env> create`` a user can
provide a template file with the ``--init-file`` option which will
add a set of pre-specified specs and initialize the environment's
configuration. The file has the following format:

.. code-block:: yaml
user_specs:
- python
- mpileaks
packages:
...
compilers:
...
Each of the configuration sections (after ``user_specs``) will be
extracted into a corresponding configuration file in the environment;
Spack will not make further edits to the environment configuration.
1 change: 1 addition & 0 deletions lib/spack/docs/index.rst
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module_file_support
repositories
binary_caches
environments
command_index
package_list

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