SETUP.md

Setup guide

This document describes how to setup all the dependencies to run the notebooks in this repository in following platforms:

• Local (Linux, MacOS or Windows) or DSVM (Linux or Windows)
• Azure Databricks

Table of Contents

• Compute environments
• Setup guide for Local or DSVM
  • Requirements
  • Dependencies setup
  • Register the conda environment as a kernel in Jupyter
  • Troubleshooting for the DSVM
• Setup guide for Azure Databricks
  • Requirements of Azure Databricks
  • Repository installation
  • Troubleshooting Installation on Azure Databricks
• Prepare Azure Databricks for Operationalization

Compute environments

Depending on the type of recommender system and the notebook that needs to be run, there are different computational requirements. Currently, this repository supports Python CPU, Python GPU and PySpark.

Setup guide for Local or DSVM

Requirements

• A machine running Linux, MacOS or Windows
• Anaconda with Python version >= 3.6
  • This is pre-installed on Azure DSVM such that one can run the following steps directly. To setup on your local machine, Miniconda is a quick way to get started.
• Apache Spark (this is only needed for the PySpark environment).

Dependencies setup

As a pre-requisite to install the dependencies with Conda, make sure that Anaconda and the package manager Conda are both up to date:

conda update conda -n root
conda update anaconda        # use 'conda install anaconda' if the package is not installed

We provide a script, generate_conda_file.py, to generate a conda-environment yaml file which you can use to create the target environment using the Python version 3.6 with all the correct dependencies.

Assuming the repo is cloned as Recommenders in the local system, to install a default (Python CPU) environment:

cd Recommenders
python scripts/generate_conda_file.py
conda env create -f reco_base.yaml 

You can specify the environment name as well with the flag -n.

Click on the following menus to see how to install Python GPU and PySpark environments:

Python GPU environment

Assuming that you have a GPU machine, to install the Python GPU environment:

cd Recommenders
python scripts/generate_conda_file.py --gpu
conda env create -f reco_gpu.yaml 

PySpark environment

To install the PySpark environment:

cd Recommenders
python scripts/generate_conda_file.py --pyspark
conda env create -f reco_pyspark.yaml

Additionally, if you want to test a particular version of spark, you may pass the --pyspark-version argument:

python scripts/generate_conda_file.py --pyspark-version 2.4.0

Full (PySpark & Python GPU) environment

With this environment, you can run both PySpark and Python GPU notebooks in this repository. To install the environment:

cd Recommenders
python scripts/generate_conda_file.py --gpu --pyspark
conda env create -f reco_full.yaml

NOTE - for PySpark environments (reco_pyspark and reco_full), we need to set the environment variables PYSPARK_PYTHON and PYSPARK_DRIVER_PYTHON to point to the conda python executable.

Click on the following menus to see details:

Linux or MacOS

To set these variables every time the environment is activated, we can follow the steps of this guide. Assuming that we have installed the environment in /anaconda/envs/reco_pyspark, create the file /anaconda/envs/reco_pyspark/etc/conda/activate.d/env_vars.sh and add:

```bash
#!/bin/sh
export PYSPARK_PYTHON=/anaconda/envs/reco_pyspark/bin/python
export PYSPARK_DRIVER_PYTHON=/anaconda/envs/reco_pyspark/bin/python
export SPARK_HOME_BACKUP=$SPARK_HOME
unset SPARK_HOME
```

This will export the variables every time we do conda activate reco_pyspark. To unset these variables when we deactivate the environment, create the file /anaconda/envs/reco_pyspark/etc/conda/deactivate.d/env_vars.sh and add:

```bash
#!/bin/sh
unset PYSPARK_PYTHON
unset PYSPARK_DRIVER_PYTHON
export SPARK_HOME=$SPARK_HOME_BACKUP
unset SPARK_HOME_BACKUP
```

Windows

To set these variables every time the environment is activated, we can follow the steps of this guide. Assuming that we have installed the environment in c:\anaconda\envs\reco_pyspark, create the file c:\anaconda\envs\reco_pyspark\etc\conda\activate.d\env_vars.bat and add:

@echo off
set PYSPARK_PYTHON=c:\anaconda\envs\reco_pyspark\python.exe
set PYSPARK_DRIVER_PYTHON=c:\anaconda\envs\reco_pyspark\python.exe
set SPARK_HOME_BACKUP=%SPARK_HOME%
set SPARK_HOME=
set PYTHONPATH_BACKUP=%PYTHONPATH%
set PYTHONPATH=

This will export the variables every time we do conda activate reco_pyspark. To unset these variables when we deactivate the environment, create the file c:\anaconda\envs\reco_pyspark\etc\conda\deactivate.d\env_vars.bat and add:

@echo off
set PYSPARK_PYTHON=
set PYSPARK_DRIVER_PYTHON=
set SPARK_HOME=%SPARK_HOME_BACKUP%
set SPARK_HOME_BACKUP=
set PYTHONPATH=%PYTHONPATH_BACKUP%
set PYTHONPATH_BACKUP=

Register the conda environment as a kernel in Jupyter

We can register our created conda environment to appear as a kernel in the Jupyter notebooks.

conda activate my_env_name
python -m ipykernel install --user --name my_env_name --display-name "Python (my_env_name)"

If you are using the DSVM, you can connect to JupyterHub by browsing to https://your-vm-ip:8000.

Troubleshooting for the DSVM

• We found that there can be problems if the Spark version of the machine is not the same as the one in the conda file. You can use the option --pyspark-version to address this issue.
• When running Spark on a single local node it is possible to run out of disk space as temporary files are written to the user's home directory. To avoid this on a DSVM, we attached an additional disk to the DSVM and made modifications to the Spark configuration. This is done by including the following lines in the file at /dsvm/tools/spark/current/conf/spark-env.sh.

SPARK_LOCAL_DIRS="/mnt"
SPARK_WORKER_DIR="/mnt"
SPARK_WORKER_OPTS="-Dspark.worker.cleanup.enabled=true, -Dspark.worker.cleanup.appDataTtl=3600, -Dspark.worker.cleanup.interval=300, -Dspark.storage.cleanupFilesAfterExecutorExit=true"

Setup guide for Azure Databricks

Requirements of Azure Databricks

• Databricks Runtime version 4.3 (Apache Spark 2.3.1, Scala 2.11) or greater
• Python 3

An example of how to create an Azure Databricks workspace and an Apache Spark cluster within the workspace can be found from here. To utilize deep learning models and GPUs, you may setup GPU-enabled cluster. For more details about this topic, please see Azure Databricks deep learning guide.

Repository installation

You can setup the repository as a library on Databricks either manually or by running an installation script. Both options assume you have access to a provisioned Databricks workspace and cluster and that you have appropriate permissions to install libraries.

Quick install

This option utilizes an installation script to do the setup, and it requires additional dependencies in the environment used to execute the script.

To run the script, following prerequisites are required:

• Setup CLI authentication for Azure Databricks CLI (command-line interface). Please find details about how to create a token and set authentication here. Very briefly, you can install and configure your environment with the following commands.

  conda activate reco-pyspark
  databricks configure --token
  

• Get the target cluster id and start the cluster if its status is TERMINATED.

  • You can get the cluster id from the databricks CLI with:

    databricks clusters list
    

  • If required, you can start the cluster with:

    databricks clusters start --cluster-id <CLUSTER_ID>`
    

The installation script has a number of options that can also deal with different databricks-cli profiles, install a version of the mmlspark library, overwrite the libraries, or prepare the cluster for operationalization. For all options, please see:

python scripts/databricks_install.py -h

Once you have confirmed the databricks cluster is RUNNING, install the modules within this repository with the following commands.

cd Recommenders
python scripts/databricks_install.py <CLUSTER_ID>

Note If you are planning on running through the sample code for operationalization here, you need to prepare the cluster for operationalization. You can do so by adding an additional option to the script run. <CLUSTER_ID> is the same as that mentioned above, and can be identified by running databricks clusters list and selecting the appropriate cluster.

python ./scripts/databricks_install.py --prepare-o16n <CLUSTER_ID>

See below for details.

Manual setup

To install the repo manually onto Databricks, follow the steps:

1. Clone the Microsoft Recommenders repository to your local computer.

2. Zip the contents inside the Recommenders folder (Azure Databricks requires compressed folders to have the .egg suffix, so we don't use the standard .zip):

   cd Recommenders
   zip -r Recommenders.egg .
   

3. Once your cluster has started, go to the Databricks workspace, and select the Home button.

4. Your Home directory should appear in a panel. Right click within your directory, and select Import.

5. In the pop-up window, there is an option to import a library, where it says: (To import a library, such as a jar or egg, click here). Select click here.

6. In the next screen, select the option Upload Python Egg or PyPI in the first menu.

7. Next, click on the box that contains the text Drop library egg here to upload and use the file selector to choose the Recommenders.egg file you just created, and select Open.

8. Click on the Create library. This will upload the egg and make it available in your workspace.

9. Finally, in the next menu, attach the library to your cluster.

Confirm Installation

After installation, you can now create a new notebook and import the utilities from Databricks in order to confirm that the import worked.

import reco_utils

Troubleshooting Installation on Azure Databricks

• For the reco_utils import to work on Databricks, it is important to zip the content correctly. The zip has to be performed inside the Recommenders folder, if you zip directly above the Recommenders folder, it won't work.

Prepare Azure Databricks for Operationalization

This repository includes an end-to-end example notebook that uses Azure Databricks to estimate a recommendation model using matrix factorization with Alternating Least Squares, writes pre-computed recommendations to Azure Cosmos DB, and then creates a real-time scoring service that retrieves the recommendations from Cosmos DB. In order to execute that notebook, you must install the Recommenders repository as a library (as described above), AND you must also install some additional dependencies. With the Quick install method, you just need to pass an additional option to the installation script.

Quick install

This option utilizes the installation script to do the setup. Just run the installation script with an additional option. If you have already run the script once to upload and install the Recommenders.egg library, you can also add an --overwrite option:

python scripts/databricks_install.py --overwrite --prepare-o16n <CLUSTER_ID>

This script does all of the steps described in the Manual setup section below.

Manual setup

You must install three packages as libraries from PyPI:

• azure-cli==2.0.56
• azureml-sdk[databricks]==1.0.8
• pydocumentdb==2.3.3

You can follow instructions here for details on how to install packages from PyPI.

Additionally, you must install the spark-cosmosdb connector on the cluster. The easiest way to manually do that is to:

1. Download the appropriate jar from MAVEN. NOTE This is the appropriate jar for spark versions 2.3.X, and is the appropriate version for the recommended Azure Databricks run-time detailed above.
2. Upload and install the jar by:
   1. Log into your Azure Databricks workspace
   2. Select the Clusters button on the left.
   3. Select the cluster on which you want to import the library.
   4. Select the Upload and Jar options, and click in the box that has the text Drop JAR here in it.
   5. Navigate to the downloaded .jar file, select it, and click Open.
   6. Click on Install.
   7. Restart the cluster.