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208 lines
9.5 KiB
ReStructuredText
208 lines
9.5 KiB
ReStructuredText
.. _install-from-conda:
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Installing ARTIQ
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================
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The preferred way of installing ARTIQ is through the use of the conda package manager.
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The conda package contains pre-built binaries that you can directly flash to your board.
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.. warning::
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NIST users on Linux need to pay close attention to their ``umask``.
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The sledgehammer called ``secureconfig`` leaves you (and root) with umask 027 and files created by root (for example through ``sudo make install``) inaccessible to you.
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The usual umask is 022.
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.. warning::
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Conda packages are supported for Linux (64-bit) and Windows (64-bit).
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Users of other operating systems (32-bit Linux or Windows, BSD, OSX ...) should and can :ref:`install from source <install-from-source>`.
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.. _install-anaconda:
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Installing Anaconda or Miniconda
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--------------------------------
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You can either install Anaconda (choose Python 3.5) from https://store.continuum.io/cshop/anaconda/ or install the more minimalistic Miniconda (choose Python 3.5) from http://conda.pydata.org/miniconda.html
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After installing either Anaconda or Miniconda, open a new terminal (also known as command line, console, or shell and denoted here as lines starting with ``$``) and verify the following command works::
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$ conda
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Executing just ``conda`` should print the help of the ``conda`` command [1]_.
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Installing the ARTIQ packages
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-----------------------------
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.. note::
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On a system with a pre-existing conda installation, it is recommended to update conda to the latest version prior to installing ARTIQ.
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First add the conda-forge repository containing ARTIQ dependencies to your conda configuration::
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$ conda config --prepend channels http://conda.anaconda.org/conda-forge/label/main
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Then add the M-Labs ``main`` Anaconda package repository containing stable releases and release candidates::
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$ conda config --prepend channels http://conda.anaconda.org/m-labs/label/main
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.. note::
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To use the development versions of ARTIQ, also add the ``dev`` label (http://conda.anaconda.org/m-labs/label/dev).
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Development versions are built for every change and contain more features, but are not as well-tested and are more likely to contain more bugs or inconsistencies than the releases in the ``main`` label.
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Then prepare to create a new conda environment with the ARTIQ package and the matching binaries for your hardware:
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choose a suitable name for the environment, for example ``artiq-main`` if you intend to track the main label, ``artiq-3`` for the 3.x release series, or ``artiq-2016-04-01`` if you consider the environment a snapshot of ARTIQ on 2016-04-01.
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Choose the package containing the binaries for your hardware:
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* ``artiq-kc705-nist_clock`` for the KC705 board with the NIST "clock" FMC backplane and AD9914 DDS chips.
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* ``artiq-kc705-nist_qc2`` for the KC705 board with the NIST QC2 FMC backplane and AD9914 DDS chips.
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Conda will create the environment, automatically resolve, download, and install the necessary dependencies and install the packages you select::
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$ conda create -n artiq-main artiq-kc705-nist_clock
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After the installation, activate the newly created environment by name.
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On Unix::
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$ source activate artiq-main
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On Windows::
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$ activate artiq-main
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This activation has to be performed in every new shell you open to make the ARTIQ tools from that environment available.
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.. note::
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Some ARTIQ examples also require matplotlib and numba, and they must be installed manually for running those examples. They are available in conda.
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Upgrading ARTIQ
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---------------
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When upgrading ARTIQ or when testing different versions it is recommended that new environments are created instead of upgrading the packages in existing environments.
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Keep previous environments around until you are certain that they are not needed anymore and a new environment is known to work correctly.
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You can create a new conda environment specifically to test a certain version of ARTIQ::
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$ conda create -n artiq-test-1.0rc2 artiq-kc705-nist_clock=1.0rc2
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Switching between conda environments using ``$ source deactivate artiq-1.0rc2`` and ``$ source activate artiq-1.0rc1`` is the recommended way to roll back to previous versions of ARTIQ.
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You can list the environments you have created using::
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$ conda env list
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See also the `conda documentation <http://conda.pydata.org/docs/using/envs.html>`_ for managing environments.
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Preparing the core device FPGA board
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------------------------------------
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You now need to write three binary images onto the FPGA board:
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1. The FPGA gateware bitstream
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2. The BIOS
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3. The ARTIQ runtime
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They are all shipped in the conda packages, along with the required flash proxy gateware bitstreams.
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.. _install-openocd:
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Installing OpenOCD
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^^^^^^^^^^^^^^^^^^
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OpenOCD can be used to write the binary images into the core device FPGA board's flash memory.
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The ``artiq`` or ``artiq-dev`` conda packages install ``openocd`` automatically but it can also be installed explicitly using conda on both Linux and Windows::
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$ conda install openocd
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.. _setup-openocd:
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Configuring OpenOCD
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^^^^^^^^^^^^^^^^^^^
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Some additional steps are necessary to ensure that OpenOCD can communicate with the FPGA board.
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On Linux, first ensure that the current user belongs to the ``plugdev`` group. If it does not, run ``sudo adduser $USER plugdev`` and relogin. If you installed OpenOCD using conda and are using the conda environment ``artiq-main``, then execute the statements below. If you are using a different environment, you will have to replace ``artiq-main`` with the name of your environment::
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$ sudo cp ~/.conda/envs/artiq-main/share/openocd/contrib/60-openocd.rules /etc/udev/rules.d
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$ sudo udevadm trigger
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if you installed it from source:: Assuming you installed OpenOCD in ``/usr/local``, otherwise please substitute the install directory::
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$ sudo cp /usr/local/share/openocd/contrib/60-openocd.rules /etc/udev/rules.d
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$ sudo udevadm trigger
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On Windows, a third-party tool, `Zadig <http://zadig.akeo.ie/>`_, is necessary. Use it as follows:
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1. Make sure the FPGA board's JTAG USB port is connected to your computer.
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2. Activate Options → List All Devices.
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3. Select the "Digilent Adept USB Device (Interface 0)" or "FTDI Quad-RS232 HS" (or similar)
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device from the drop-down list.
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4. Select WinUSB from the spinner list.
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5. Click "Install Driver" or "Replace Driver".
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You may need to repeat these steps every time you plug the FPGA board into a port where it has not been plugged into previously on the same system.
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.. _flashing-core-device:
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Flashing the core device
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^^^^^^^^^^^^^^^^^^^^^^^^
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Then, you can flash the board:
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* For the KC705 board (selecting the appropriate hardware peripheral)::
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$ artiq_flash -t kc705 -m [nist_clock/nist_qc2]
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The SW13 switches also need to be set to 00001.
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The next step is to flash the MAC and IP addresses to the board. See :ref:`those instructions <flash-mac-ip-addr>`.
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.. _configuring-core-device:
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Configuring the core device
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---------------------------
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This should be done after either installation method (conda or source).
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.. _flash-mac-ip-addr:
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* Set the MAC and IP address in the :ref:`core device configuration flash storage <core-device-flash-storage>` (see above for the ``-t`` and ``-m`` options to ``artiq_flash`` that may be required): ::
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$ artiq_mkfs flash_storage.img -s mac xx:xx:xx:xx:xx:xx -s ip xx.xx.xx.xx
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$ artiq_flash -t [board] -m [adapter] -f flash_storage.img storage start
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* (optional) Flash the idle kernel
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The idle kernel is the kernel (some piece of code running on the core device) which the core device runs whenever it is not connected to a PC via Ethernet.
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This kernel is therefore stored in the :ref:`core device configuration flash storage <core-device-flash-storage>`.
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To flash the idle kernel:
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* Compile the idle experiment:
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The idle experiment's ``run()`` method must be a kernel: it must be decorated with the ``@kernel`` decorator (see :ref:`next topic <connecting-to-the-core-device>` for more information about kernels).
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Since the core device is not connected to the PC, RPCs (calling Python code running on the PC from the kernel) are forbidden in the idle experiment.
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::
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$ artiq_compile idle.py
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* Write it into the core device configuration flash storage: ::
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$ artiq_coremgmt config -f idle_kernel idle.elf
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.. note:: You can find more information about how to use the ``artiq_coremgmt`` utility on the :ref:`Utilities <core-device-management-tool>` page.
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* (optional) Flash the startup kernel
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The startup kernel is executed once when the core device powers up. It should initialize DDSes, set up TTL directions, etc. Proceed as with the idle kernel, but using the ``startup_kernel`` key in the ``artiq_coremgmt`` command.
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For DRTIO systems, the startup kernel should wait until the desired links are up, using :meth:`artiq.coredevice.Core.get_drtio_link_status`.
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* (optional) Select the RTIO clock source
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Some core devices may use either an external clock signal or their internal clock. The clock is selected at power-up. Use one of these commands: ::
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$ artiq_coremgmt config write -s rtio_clock i # internal clock (default)
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$ artiq_coremgmt config write -s rtio_clock e # external clock
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.. rubric:: Footnotes
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.. [1] [Linux] If your shell does not find the ``conda`` command, make sure that the conda binaries are in your ``$PATH``:
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If ``$ echo $PATH`` does not show the conda directories, add them: execute ``$ export PATH=$HOME/miniconda3/bin:$PATH`` if you installed conda into ``~/miniconda3``.
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