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Installing OMERO from source

Code locations

The main repository for OMERO, known as ome.git, is available from:

Installing git

In general, see the Git downloads page for installation options.

Linux

Most flavors of Linux have git available through the package manager. For example, on Debian or Ubuntu:

sudo apt-get install git

Mac OS X

You can install git using Homebrew:

brew install git

Or you can use the binary installer.

Windows

We recommend using either msysGit for a basic git installation, or Cygwin for a full-featured Unix-style environment that includes git. You can also use TortoiseGit for git shell integration. You may also want to consider installing VirtualBox with a Linux guest OS to make your life easier. Lastly, when using git on Windows, please be aware of the CRLF conversion issue.

Git configuration

If you are looking to get started as quickly as possible, the minimum you will need is to have Git installed and then:

git config --global user.name "Full name"
git config --global user.email YOUR_EMAIL
git clone --recursive https://github.com/openmicroscopy/openmicroscopy
cd openmicroscopy

You will not be able to push back to this repository, but you will at least have something you can start looking at.

Git provides a number of options which can make working with it considerably more pleasant. These configuration options are available either globally in $HOME/.gitconfig or in the .git directory of your repository. The file is in INI-format, but can also be modified using the git config command, as illustrated in the examples following.

The most important thing is to update your ‘global’ credentials that are used in your commits. These values are saved in ~/.gitconfig:

git config --global user.name "Full name"
git config --global user.email YOUR_EMAIL

If you have a PGP key for signing commits and tags, you may want to add it as well:

git config --global user.signingkey YOUR_PGP_KEY_ID

Color and display options make log and diff output much more friendly:

git config --global color.ui true
git config --global color.diff auto
git config --global color.graph auto
git config --global color.status auto
git config --global color.branch auto

git config --global core.ui always
git config --global core.editor mate_wait

Aliases provide a way to make shortcuts for longer git commands. One that is often used among the OME team is graph:

git config --global alias.graph "log --date-order --graph --decorate --oneline"

See Helpful command aliases for more examples.

Cloning the source code

Most OME development is currently happening on GitHub, therefore it is highly suggested that you become familiar with how it works, if not create an account for yourself.

Start by cloning the official repository:

git clone https://github.com/openmicroscopy/openmicroscopy.git

Since the openmicroscopy repository now makes use of submodules, you first need to initialize all the submodules:

cd openmicroscopy
git submodule update --init

Alternatively, with version 1.6.5 of git and later, you can pass the --recursive option to git clone and initialize all submodules:

git clone --recursive https://github.com/openmicroscopy/openmicroscopy.git

The natural workflow when using GitHub is not just to download someone else’s repository, but also to create a personal working copy. Go to the repository page at https://github.com/openmicroscopy/openmicroscopy and click on “Fork”. This will create a copy of the repository in your own personal space:

https://github.com/YOURNAME/openmicroscopy

which can be added to your local repository as another remote:

git remote add gh git@github.com:YOURNAME/openmicroscopy.git

Note

For the SSH transport to work, you will need to follow some of the instructions under https://github.com/account/ssh

Depending on which repository you cloned first, either origin/develop or gh/develop will be the “develop” branch of your own fork of openmicroscopy/openmicroscopy. The example below assumes that “gh” is your own personal GitHub repository, and “origin” is the official openmicroscopy repository.

You may even want to remove the “develop” branch from your fork since all branching should happen from the official develop branch. If you’d prefer to keep a copy of “develop” in “gh”, that is fine, but you may then need to keep your develop up-to-date with the official develop:

git checkout develop
git reset --hard origin/develop   # Warning: This will delete any unsaved changes and commits to develop!
git push -f gh develop            # Warning: This will replace gh/develop with the official version remotely.

Installing OMERO

To install the dependencies required to run the OMERO.server on Linux or Mac OS X, take a look at the OMERO.server Linux installation walk-through or the OMERO.server Mac OS X installation walk-through with Homebrew.