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docs(INSTALL): substitute dummy URLs with <PLACEHOLDERS>
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pedrorrivero committed Jan 29, 2024
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# Installation Guide

The following installation guide is generic and therefore needs to be adapted to the particular package that you want to install. This is easily done by replacing:
1. The template _repo url_ `https://github.com/pedrorrivero/pyproject-qiskit.git` with the url of the remote git repository hosting the package (e.g. `https://github.com/Qiskit-Extensions/staged-primitives.git`).
2. The template _name_ `pyproject-qiskit` with the name of the desired package (e.g. `staged-primitives`).
3. The template _import name_ `pyproject_qiskit` with the import name of the desired package (e.g. `staged_primitives`).
> [!IMPORTANT]
> The following guide is generic and therefore needs to be adapted to the particular software to install. This is easily done by replacing:
> 1. `<REPO-URL>` with the _URL_ of the remote git repository hosting the software (e.g. `https://github.com/Qiskit-Community/prototype-zne`).
> 2. `<SOFTWARE-NAME>` with the _name_ of the desired software (e.g. `prototype-zne`).
> 3. `<IMPORT-NAME>` with the _import name_ of the desired software (e.g. `zne`).
To follow along, make sure that your local environment is compatible with the package:
To follow along, make sure that your local environment is compatible with the software:
- Supported operating system (Linux, macOS, or Windows).
- Supported Python version (3.8 – 3.12).
- (Optional) We recommend updating `pip` to its latest version:
```
```sh
pip install -U pip
```

Expand All @@ -25,54 +26,54 @@ To follow along, make sure that your local environment is compatible with the pa

## Setting up a Python environment

Although not strictly required, it can be useful to create a new *virtual environment* with a custom name (here referred to as `<VENV-NAME>`, common names are `venv` and `.venv`) to avoid dependency conflicts. We recommend using the latest Python version supported by the package. There are several alternatives to do this within the terminal:
Although not strictly required, it can be useful to create a new *virtual environment* with a custom name (here referred to as `<VENV-NAME>`, common names are `venv` and `.venv`) to avoid dependency conflicts. We recommend using the latest Python version supported by the software. There are several alternatives to do this within the terminal:

- Using `venv` from the [python standard library](https://docs.python.org/3/library/venv.html):
```
```sh
python -m venv <VENV-NAME>
source <VENV-NAME>/bin/activate
```
To deactivate and delete the virtual environment afterwards do:
```
```sh
deactivate
rm -r <VENV-NAME>
```
- Using `virtualenv` after [installation](https://virtualenv.pypa.io/en/latest/index.html):
```
```sh
python -m virtualenv <VENV-NAME>
source <VENV-NAME>/bin/activate
```
To deactivate and delete the virtual environment afterwards do:
```
```sh
deactivate
rm -r <VENV-NAME>
```
- Using `conda` after installing [Miniconda](https://docs.conda.io/en/latest/miniconda.html):
```
```sh
conda create -n <VENV-NAME> python=<PYTHON-VERSION>
conda activate <VENV-NAME>
```
To deactivate and delete the virtual environment afterwards do:
```
```sh
conda deactivate
conda env remove -n <VENV-NAME>
```


## Basic PyPI installation

The easiest way to install this package is from the PyPI public repository. This will install the latest stable version available, which will provide a higher level of robustness, although patches and updates might take longer to be available. From the terminal, use `pip` to install the package:
```
pip install pyproject-qiskit
The easiest way to install this software is from the PyPI public repository. This will install the latest stable version available, which will provide a higher level of robustness, although patches and updates might take longer to be available. From the terminal, use `pip` to install the software:
```sh
pip install <SOFTWARE-NAME>
```

To update the package to its latest release (i.e. at a later point in time):
```
pip install -U pyproject-qiskit
To update the software to its latest release (i.e. at a later point in time):
```sh
pip install -U <SOFTWARE-NAME>
```

> [!TIP]
> If this package has not yet been published to PyPI, you will need to [install it from source](#installation-from-source). The easiest way to do so is by installing directly [from the remote git repository](#from-remote) (e.g. GitHub).
> If this software has not yet been published to PyPI, you will need to [install it from source](#installation-from-source). The easiest way to do so is by installing directly [from the remote git repository](#from-remote) (e.g. GitHub).


## Installation from source
Expand All @@ -82,13 +83,13 @@ To get the latest features and patches as soon as they are released, or to contr
### From remote

If you don't care about making changes to the source code, you can simply use `pip` to easily install it [from the remote git repository](https://pip.pypa.io/en/stable/topics/vcs-support/):
```
pip install pyproject-qiskit@git+https://github.com/pedrorrivero/pyproject-qiskit
```sh
pip install <SOFTWARE-NAME>@git+<REPO-URL>
```
Updates can be retrieved at any point via:
```
pip install -U pyproject-qiskit@git+https://github.com/pedrorrivero/pyproject-qiskit
```sh
pip install -U <SOFTWARE-NAME>@git+<REPO-URL>
```
### From local
Expand All @@ -97,35 +98,35 @@ If you wish to make changes to the source code, either for [contribution](CONTRI
0. Make sure you have [git](https://git-scm.com/book/en/v2/Getting-Started-Installing-Git) installed for version control.
1. From the terminal, clone the repository. This will add the provided URL to the list of remotes under the name `origin`:
```
git clone https://github.com/pedrorrivero/pyproject-qiskit.git
```sh
git clone <REPO-URL>.git
```
Alternatively, instead of cloning the original repository, you may choose to clone your personal [fork](https://docs.github.com/en/get-started/quickstart/fork-a-repo) —provided that this functionality is enabled. You can do so by using the appropriate URL and adding the original repository to the list of remotes (here under the name `upstream`). This will be required for [contribution](CONTRIBUTING.md) unless you are granted write permissions for the original repository.
```
git clone <YOUR-FORK-URL>
git remote add upstream https://github.com/pedrorrivero/pyproject-qiskit.git
```sh
git clone <YOUR-FORK-URL>.git
git remote add upstream <REPO-URL>.git
```
2. Change directory to the freshly cloned repository:
```sh
cd <SOFTWARE-NAME>
```
cd pyproject-qiskit
```
3. Install the package and required dependencies:
```
3. Install the software and required dependencies:
```sh
pip install .
```
4. (Optional) If you plan to make changes to the code, you can install it in editable mode by passing the `-e` flag to the `pip install` command. This will slightly impact performance, but it will also make sure that you do not need to reinstall the package after every edit for it to work as intended. This is also useful in order to pull new versions and updates from the repository without need to reinstall.
```
4. (Optional) If you plan to make changes to the code, you can install it in editable mode by passing the `-e` flag to the `pip install` command. This will slightly impact performance, but it will also make sure that you do not need to reinstall the software after every edit for it to work as intended. This is also useful in order to pull new versions and updates from the repository without need to reinstall.
```sh
pip install -e .
```
5. To update the package to its latest release (i.e. at a later point in time) you will need to pull new changes to the source code from the desired remote repository (e.g. `origin`, `upstream`). From the local directory holding the cloned repository (i.e. use `cd`) run:
```
5. To update the software to its latest release (i.e. at a later point in time) you will need to pull new changes to the source code from the desired remote repository (e.g. `origin`, `upstream`). From the local directory holding the cloned repository (i.e. use `cd`) run:
```sh
git pull <REMOTE-REPO> main
```
If you did not install in editable mode, after this, you will also need to reinstall:
```sh
pip install -U .
```
pip install .
```
This last command can be skipped by installing the package in editable mode.
This last command can be skipped by installing the software in editable mode.
## Optional dependencies
Expand All @@ -140,45 +141,47 @@ For developers:
- `docs` → for documentation (e.g. `sphinx`)
If you wish to install any of these bundles of optional dependencies (e.g. `<OPT-BUN>`) from PyPI use the following format in your installation/update commands:
```
pip install [-U] pyproject-qiskit[<OPT-BUN>]
```sh
pip install [-U] <SOFTWARE-NAME>[<OPT-BUN>]
```
Or, for multiple optional bundles:
```
pip install [-U] pyproject-qiskit[<OPT-BUN-1>,<OPT-BUN-2>]
```
If running `zsh` on the terminal (e.g. default shell on macOS devices), you will instead need to enclose the target in between quotation marks:
```
pip install [-U] "pyproject-qiskit[<OPT-BUN>]"
```
This can be checked by running the following command:
```
echo $0
```sh
pip install [-U] <SOFTWARE-NAME>[<OPT-BUN-1>,<OPT-BUN-2>]
```
The same format can be used for installation of these bundles from source by simply substituting `pyproject-qiskit` for `.` in the install commands. For example:
The same format can be used for installation of these bundles from _local_ source by simply substituting `<SOFTWARE-NAME>` for `.` in the install commands:
```sh
pip install [-U] [-e] .[<OPT-BUN-1>,<OPT-BUN-2>]
```
pip install .[<OPT-BUN-1>,<OPT-BUN-2>]
Similarly, for installation from _remote_ source:
```sh
pip install [-U] <SOFTWARE-NAME>@git+<REPO-URL>[<OPT-BUN-1>,<OPT-BUN-2>]
```
Editable mode can also be enabled:
```
pip install -e ".[<OPT-BUN-1>,<OPT-BUN-2>]"
```
> [!TIP]
> If running `zsh` on the terminal (e.g. default shell on modern macOS devices), you will instead need to enclose the target in between quotation marks:
> ```zsh
> pip install [-U] [-e] "<SOFTWARE-NAME>[<OPT-BUN>]"
> ```
> This can be checked by running the following command:
> ```zsh
> echo $0
> ```
## Testing the installation
Users may now run the demo notebooks on their local machine (optional dependencies apply), or use the package in their own software by simply importing it:
Users may now run the demo notebooks on their local machine (optional dependencies apply), or use the software in their own projects by simply importing it:
```python
import pyproject_qiskit
import <IMPORT-NAME>
```
From the terminal:
```
```sh
$ python
Python 3.10.5 (main, Jun 23 2022, 17:15:25) [Clang 13.1.6 (clang-1316.0.21.2.5)] on darwin
Type "help", "copyright", "credits" or "license" for more information.
>>> import pyproject_qiskit
>>> print(pyproject_qiskit)
<module 'pyproject_qiskit' from '.venv/lib/python3.10/site-packages/pyproject_qiskit/__init__.py'>
>>> import <IMPORT-NAME>
>>> print(<IMPORT-NAME>)
<module '<IMPORT-NAME>' from '.venv/lib/python3.10/site-packages/<IMPORT-NAME>/__init__.py'>
```
For instructions on how to use this package see [here](docs/reference_guide.md).
For instructions on how to use this software see our [reference guide](docs/reference_guide.md).

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