Installation

Ensure you have first read the prerequisites for understanding and using MESSAGEix. These include specific points of knowledge that are necessary to understand these instructions and choose among different installation options.

Install system dependencies

GAMS (required)

MESSAGEix requires GAMS.

  1. Download GAMS for your operating system; either the latest version or, for users not familiar with GAMS licenses, version 29 (see note below).

  2. Run the installer.

  3. Ensure that the PATH environment variable on your system includes the path to the GAMS program:

    • on Windows, in the GAMS installer…

      • Check the box labeled “Use advanced installation mode.”

      • Check the box labeled “Add GAMS directory to PATH environment variable” on the Advanced Options page.

    • on other platforms (macOS or Linux), add the following line to a file such as ~/.bash_profile (macOS), ~/.bashrc, or ~/.profile:

      $ export PATH=$PATH:/path/to/gams-directory-with-gams-binary
      

Note

MESSAGE-MACRO and MACRO require GAMS 24.8.1 or later (see MACRO.GAMS_min_version) The latest version is recommended.

GAMS is proprietary software and requires a license to solve optimization problems. To run both the message_ix and ixmp tutorials and test suites, a “free demonstration” license is required; the free license is suitable for these small models. Versions of GAMS up to version 29 include such a license with the installer; since version 30, the free demo license is no longer included, but may be requested via the GAMS website.

Note

If you only have a license for an older version of GAMS, install both the older and the latest versions.

Graphviz (optional)

reporting.Reporter.visualize() uses Graphviz, a program for graph visualization. Installing message_ix causes the python graphviz package to be installed. If you want to use visualize() or run the test suite, the Graphviz program itself must also be installed; otherwise it is optional.

If you install MESSAGEix Using Anaconda, Graphviz is installed automatically via its conda-forge package. For other methods of installation, see the Graphviz download page for downloads and instructions for your system.

Install MESSAGEix

After installing GAMS, we recommend that new users install Anaconda, and then use it to install MESSAGEix. Advanced users may choose to install MESSAGEix using pip, or from source code (next sections). If you are not doing this, then skip those sections.

Using Anaconda

  1. Install Python via either Miniconda or Anaconda. 1 We recommend the latest version; currently Python 3.8.

  2. Open a command prompt. Windows users should use the “Anaconda Prompt” to avoid issues with permissions and environment variables when installing and using MESSAGEix. This program is available in the Windows Start menu after installing Anaconda.

  3. Configure conda to install message_ix from the conda-forge channel 2:

    $ conda config --prepend channels conda-forge
    
  4. Create a new conda enviroment. This step is required if using Anaconda, but optional if using Miniconda. This example uses the name message_env, but you can use any name of your choice:

    $ conda create --name message_env
    $ conda activate message_env
    
  5. Install the message-ix package into the current environment (either base, or another name from step 7, e.g. message_env) 3:

    $ conda install message-ix
    

Again: at this point, installation is complete. You do not need to complete the steps in “Using pip” or “From source”. Go to the section Check that installation was successful.

1

See the conda glossary for the differences between Anaconda and Miniconda, and the definitions of the terms ‘channel’ and ‘environment’ here.

2

The ‘$’ character at the start of these lines indicates that the command text should be entered in the terminal or prompt, depending on the operating system. Do not retype the ‘$’ character itself.

3

Notice that conda uses the hyphen (‘-’) in package names, different from the underscore (‘_’) used in Python when importing the package.

Note

When using Anaconda (not Miniconda), steps (5) through (8) can also be performed using the graphical Anaconda Navigator. See the Anaconda Navigator documentation for how to perform the various steps.

Using pip

pip is Python’s default package management system. If you install Anaconda (step 4, above), then pip is also usable. pip can also be used when Python is installed directly, without using Anaconda.

  1. Ensure pip is installed—with Anaconda, or according to the pip documentation.

  2. Open a command prompt and run:

    $ pip install message_ix
    

From source

  1. Install ixmp from source.

  2. (Optional) If you intend to contribute changes to MESSAGEix, first register a Github account, and fork the message_ix repository. This will create a new repository <user>/message_ix. (Please also see Contributing to development.)

  3. Clone either the main repository, or your fork; using the Github Desktop client, or the command line:

    $ git clone git@github.com:iiasa/message_ix.git
    
    # or:
    $ git clone git@github.com:USER/message_ix.git
    
  4. Open a command prompt in the message_ix directory and type:

    $ pip install --editable .[docs,reporting,tests,tutorial]
    

    The --editable flag ensures that changes to the source code are picked up every time import message_ix is used in Python code. The [docs,reporting,tests,tutorial] extra requirements ensure additional dependencies are installed.

  5. (Optional) If you will be using MESSAGE_master.gms outside of Python message_ix to run MESSAGEix, you will likely modify this file, but will not want to commit these changes to Git. Set the Git “assume unchanged” bit for this file:

    $ git update-index --assume-unchanged message_ix/model/MESSAGE_master.gms
    

    To unset the bit, use --no-assume-unchanged. See the Git documentation for more details.

  6. (Optional) If installed from source, run the built-in test suite to check that MESSAGEix functions correctly on your system:

    $ pytest
    

Check that installation was successful

Verify that the version installed corresponds to the latest release by running the following commands on the command line:

# Show versions of message_ix, ixmp, and key dependencies
$ message-ix show-versions

# Show the contents of the default local Platform (empty on install)
$ message-ix --platform=default list

The above commands will work as of message_ix 3.0 and in subsequent versions. If an error occurs, this may mean that an older version has been installed and should be updated. To check the current version:

# If installed using conda
$ conda list message-ix

# If installed using pip
$ pip show message-ix

Install rmessageix

rmessageix is the R interface to MESSAGEix; see R API (rmessageix). You only need to install rmessageix if you intend to use message_ix from R, rather than from Python.

Install MESSAGEix from source, per the previous section. Then:

  1. Open a command prompt in the message_ix/ directory and type the following commands to build, then install, rmessageix:

    $ R CMD build rmessageix
    $ R CMD INSTALL rmessageix_*.zip
    
  2. (Optional) Install IRkernel, which allows running R code in Jupyter notebooks (see the link for instructions). Check that the R interface works by using the built-in test suite to run the R tutorial notebooks:

    $ pytest -m rmessageix
    

Common issues

“No JVM shared library file (jvm.dll) found”

Error messages like this when running message-ix --platform=default list or when creating a Platform object (e.g. ixmp.Platform() in Python) indicate that message_ix (via ixmp and JPype) cannot find Java on your machine, in particular the Java Virtual Machine (JVM). There are multiple ways to resolve this issue:

  1. If you have installed Java manually, ensure that the JAVA_HOME environment variable is set system-wide; see for example these instructions for Windows users.

  2. If using Anaconda, install the openjdk package in the same environment as the message-ix package. When the Windows Anaconda Prompt is opened, conda activate then ensures the JAVA_HOME variable is correctly set.

To check which JVM will be used by ixmp, run the following in any prompt or terminal:

$ python -c "import jpype; print(jpype.getDefaultJVMPath())"

Copy GAMS model files for editing

By default, the GAMS files containing the mathematical model core are installed with message_ix (e.g., in your Python site-packages directory). Many users will simply want to run MESSAGEix, or use the Python or R APIs to manipulate data, parameters and scenarios. For these uses, direct editing of the GAMS files is not necessary.

To edit the files directly—to change the mathematical formulation, such as adding new types of parameters, constraints, etc.—use the message-ix command-line program to copy the model files in a directory of your choice:

$ message-ix copy-model /path/for/model/files

You can also set the message model dir configuration key so that this copy of the files is used by default:

$ message-ix config set "message model dir" /path/for/model/files

…or do both in one step:

$ message-ix copy-model --set-default /path/for/model/files