pypsa-eur/doc/installation.rst

..
  SPDX-FileCopyrightText: 2019-2023 The PyPSA-Eur Authors

  SPDX-License-Identifier: CC-BY-4.0

.. _installation:

##########################################
Installation
##########################################

The subsequently described installation steps are demonstrated as shell commands, where the path before the ``%`` sign denotes the
directory in which the commands following the ``%`` should be entered.

Clone the Repository
====================

First of all, clone the `PyPSA-Eur repository <https://github.com/PyPSA/pypsa-eur>`_ using the version control system ``git``.

.. code:: bash

    /some/other/path % cd /some/path/without/spaces

    /some/path/without/spaces % git clone https://github.com/PyPSA/pypsa-eur.git


.. _deps:

Install Python Dependencies
===============================

PyPSA-Eur relies on a set of other Python packages to function.
We recommend using the package manager and environment management system ``conda`` to install them.
Install `miniconda <https://docs.conda.io/en/latest/miniconda.html>`_, which is a mini version of `Anaconda <https://www.anaconda.com/>`_ that includes only ``conda`` and its dependencies or make sure ``conda`` is already installed on your system.
For instructions for your operating system follow the ``conda`` `installation guide <https://docs.conda.io/projects/conda/en/latest/user-guide/install/>`_.

The python package requirements are curated in the `envs/environment.yaml <https://github.com/PyPSA/pypsa-eur/blob/master/envs/environment.yaml>`_ file.
The environment can be installed and activated using

.. code:: bash

    .../pypsa-eur % conda env create -f envs/environment.yaml

    .../pypsa-eur % conda activate pypsa-eur


Note that activation is local to the currently open shell!
After opening a new terminal window, one needs to reissue the second command!

.. note::
    If you have troubles with a slow ``conda`` installation, we recommend to install
    `mamba <https://github.com/QuantStack/mamba>`_ as a fast drop-in replacement via

    .. code:: bash

        conda install -c conda-forge mamba

    and then install the environment with

    .. code:: bash

        mamba env create -f envs/environment.yaml

Install a Solver
================

PyPSA passes the PyPSA-Eur network model to an external solver for performing a total annual system cost minimization with optimal power flow.
PyPSA is known to work with the free software

- `Ipopt <https://coin-or.github.io/Ipopt/INSTALL.html>`_
- `Cbc <https://projects.coin-or.org/Cbc#DownloadandInstall>`_
- `GLPK <https://www.gnu.org/software/glpk/>`_ (`WinGLKP <http://winglpk.sourceforge.net/>`_)
- `HiGHS <https://highs.dev/>`_

and the non-free, commercial software (for some of which free academic licenses are available)

- `Gurobi <https://www.gurobi.com/documentation/quickstart.html>`_
- `CPLEX <https://www.ibm.com/products/ilog-cplex-optimization-studio>`_
- `FICO® Xpress Solver <https://www.fico.com/de/products/fico-xpress-solver>`_

For installation instructions of these solvers for your operating system, follow the links above.
Commercial solvers such as Gurobi and CPLEX currently significantly outperform open-source solvers for large-scale problems.
It might be the case that you can only retrieve solutions by using a commercial solver.

.. seealso::
    `Getting a solver in the PyPSA documentation <https://pypsa.readthedocs.io/en/latest/installation.html#getting-a-solver-for-linear-optimisation>`_

.. note::
    The rules :mod:`cluster_network` and :mod:`simplify_network` solve a quadratic optimisation problem for clustering.
    The open-source solvers Cbc and GlPK cannot handle this. A fallback to Ipopt is implemented in this case, but requires
    also Ipopt to be installed. For an open-source solver setup install in your ``conda`` environment on OSX/Linux

    .. code:: bash

        conda activate pypsa-eur
        conda install -c conda-forge ipopt coincbc

    and on Windows

    .. code:: bash

        conda activate pypsa-eur
        conda install -c conda-forge ipopt glpk

    or

    .. code:: bash

        conda activate pypsa-eur
        pip install highspy

.. _defaultconfig:

Set Up the Default Configuration
================================

PyPSA-Eur has several configuration options that must be specified in a ``config.yaml`` file located in the root directory.
An example configuration ``config.default.yaml`` is maintained in the repository.
More details on the configuration options are in :ref:`config`.

Before first use, create a ``config.yaml`` by copying the example.

.. code:: bash

    .../pypsa-eur % cp config.default.yaml config.yaml

Users are advised to regularly check their own ``config.yaml`` against changes in the ``config.default.yaml``
when pulling a new version from the remote repository.