Doc/installing/index.rst

.. highlight:: none

.. _installing-index:

*************************
Installing Python Modules
*************************

:Email: distutils-sig@python.org

As a popular open source development project, Python has an active
supporting community of contributors and users that also make their software
available for other Python developers to use under open source license terms.

This allows Python users to share and collaborate effectively, benefiting
from the solutions others have already created to common (and sometimes
even rare!) problems, as well as potentially contributing their own
solutions to the common pool.

This guide covers the installation part of the process. For a guide to
creating and sharing your own Python projects, refer to the
:ref:`distribution guide <distributing-index>`.

.. note::

   For corporate and other institutional users, be aware that many
   organisations have their own policies around using and contributing to
   open source software. Please take such policies into account when making
   use of the distribution and installation tools provided with Python.


Key terms
=========

* ``pip`` is the preferred installer program. Starting with Python 3.4, it
  is included by default with the Python binary installers.
* A *virtual environment* is a semi-isolated Python environment that allows
  packages to be installed for use by a particular application, rather than
  being installed system wide.
* ``venv`` is the standard tool for creating virtual environments, and has
  been part of Python since Python 3.3. Starting with Python 3.4, it
  defaults to installing ``pip`` into all created virtual environments.
* ``virtualenv`` is a third party alternative (and predecessor) to
  ``venv``. It allows virtual environments to be used on versions of
  Python prior to 3.4, which either don't provide ``venv`` at all, or
  aren't able to automatically install ``pip`` into created environments.
* The `Python Packaging Index <https://pypi.org>`__ is a public
  repository of open source licensed packages made available for use by
  other Python users.
* the `Python Packaging Authority
  <https://www.pypa.io/>`__ is the group of
  developers and documentation authors responsible for the maintenance and
  evolution of the standard packaging tools and the associated metadata and
  file format standards. They maintain a variety of tools, documentation,
  and issue trackers on both `GitHub <https://github.com/pypa>`__ and
  `Bitbucket <https://bitbucket.org/pypa/>`__.
* ``distutils`` is the original build and distribution system first added to
  the Python standard library in 1998. While direct use of ``distutils`` is
  being phased out, it still laid the foundation for the current packaging
  and distribution infrastructure, and it not only remains part of the
  standard library, but its name lives on in other ways (such as the name
  of the mailing list used to coordinate Python packaging standards
  development).

.. versionchanged:: 3.5
   The use of ``venv`` is now recommended for creating virtual environments.

.. seealso::

   `Python Packaging User Guide: Creating and using virtual environments
   <https://packaging.python.org/installing/#creating-virtual-environments>`__


Basic usage
===========

The standard packaging tools are all designed to be used from the command
line.

The following command will install the latest version of a module and its
dependencies from the Python Packaging Index::

    python -m pip install SomePackage

.. note::

   For POSIX users (including Mac OS X and Linux users), the examples in
   this guide assume the use of a :term:`virtual environment`.

   For Windows users, the examples in this guide assume that the option to
   adjust the system PATH environment variable was selected when installing
   Python.

It's also possible to specify an exact or minimum version directly on the
command line. When using comparator operators such as ``>``, ``<`` or some other
special character which get interpreted by shell, the package name and the
version should be enclosed within double quotes::

    python -m pip install SomePackage==1.0.4    # specific version
    python -m pip install "SomePackage>=1.0.4"  # minimum version

Normally, if a suitable module is already installed, attempting to install
it again will have no effect. Upgrading existing modules must be requested
explicitly::

    python -m pip install --upgrade SomePackage

More information and resources regarding ``pip`` and its capabilities can be
found in the `Python Packaging User Guide <https://packaging.python.org>`__.

Creation of virtual environments is done through the :mod:`venv` module.
Installing packages into an active virtual environment uses the commands shown
above.

.. seealso::

    `Python Packaging User Guide: Installing Python Distribution Packages
    <https://packaging.python.org/installing/>`__


How do I ...?
=============

These are quick answers or links for some common tasks.

... install ``pip`` in versions of Python prior to Python 3.4?
--------------------------------------------------------------

Python only started bundling ``pip`` with Python 3.4. For earlier versions,
``pip`` needs to be "bootstrapped" as described in the Python Packaging
User Guide.

.. seealso::

   `Python Packaging User Guide: Requirements for Installing Packages
   <https://packaging.python.org/installing/#requirements-for-installing-packages>`__


.. installing-per-user-installation:

... install packages just for the current user?
-----------------------------------------------

Passing the ``--user`` option to ``python -m pip install`` will install a
package just for the current user, rather than for all users of the system.


... install scientific Python packages?
---------------------------------------

A number of scientific Python packages have complex binary dependencies, and
aren't currently easy to install using ``pip`` directly. At this point in
time, it will often be easier for users to install these packages by
`other means <https://packaging.python.org/science/>`__
rather than attempting to install them with ``pip``.

.. seealso::

   `Python Packaging User Guide: Installing Scientific Packages
   <https://packaging.python.org/science/>`__


... work with multiple versions of Python installed in parallel?
----------------------------------------------------------------

On Linux, Mac OS X, and other POSIX systems, use the versioned Python commands
in combination with the ``-m`` switch to run the appropriate copy of
``pip``::

   python2   -m pip install SomePackage  # default Python 2
   python2.7 -m pip install SomePackage  # specifically Python 2.7
   python3   -m pip install SomePackage  # default Python 3
   python3.4 -m pip install SomePackage  # specifically Python 3.4

Appropriately versioned ``pip`` commands may also be available.

On Windows, use the ``py`` Python launcher in combination with the ``-m``
switch::

   py -2   -m pip install SomePackage  # default Python 2
   py -2.7 -m pip install SomePackage  # specifically Python 2.7
   py -3   -m pip install SomePackage  # default Python 3
   py -3.4 -m pip install SomePackage  # specifically Python 3.4

.. other questions:

   Once the Development & Deployment part of PPUG is fleshed out, some of
   those sections should be linked from new questions here (most notably,
   we should have a question about avoiding depending on PyPI that links to
   https://packaging.python.org/en/latest/mirrors/)


Common installation issues
==========================

Installing into the system Python on Linux
------------------------------------------

On Linux systems, a Python installation will typically be included as part
of the distribution. Installing into this Python installation requires
root access to the system, and may interfere with the operation of the
system package manager and other components of the system if a component
is unexpectedly upgraded using ``pip``.

On such systems, it is often better to use a virtual environment or a
per-user installation when installing packages with ``pip``.


Pip not installed
-----------------

It is possible that ``pip`` does not get installed by default. One potential fix is::

    python -m ensurepip --default-pip

There are also additional resources for `installing pip.
<https://packaging.python.org/tutorials/installing-packages/#install-pip-setuptools-and-wheel>`__


Installing binary extensions
----------------------------

Python has typically relied heavily on source based distribution, with end
users being expected to compile extension modules from source as part of
the installation process.

With the introduction of support for the binary ``wheel`` format, and the
ability to publish wheels for at least Windows and Mac OS X through the
Python Packaging Index, this problem is expected to diminish over time,
as users are more regularly able to install pre-built extensions rather
than needing to build them themselves.

Some of the solutions for installing `scientific software
<https://packaging.python.org/science/>`__
that are not yet available as pre-built ``wheel`` files may also help with
obtaining other binary extensions without needing to build them locally.

.. seealso::

   `Python Packaging User Guide: Binary Extensions
   <https://packaging.python.org/extensions/>`__