2. Writing the Setup Script

Note

This document is being retained solely until the setuptools documentation at https://setuptools.readthedocs.io/en/latest/setuptools.html independently covers all of the relevant information currently included here.

The setup script is the centre of all activity in building, distributing, and installing modules using the Distutils. The main purpose of the setup script is to describe your module distribution to the Distutils, so that the various commands that operate on your modules do the right thing. As we saw in section A Simple Example above, the setup script consists mainly of a call to setup(), and most information supplied to the Distutils by the module developer is supplied as keyword arguments to setup().

Here’s a slightly more involved example, which we’ll follow for the next couple of sections: the Distutils’ own setup script. (Keep in mind that although the Distutils are included with Python 1.6 and later, they also have an independent existence so that Python 1.5.2 users can use them to install other module distributions. The Distutils’ own setup script, shown here, is used to install the package into Python 1.5.2.)

#!/usr/bin/env python

from distutils.core import setup

setup(name='Distutils',
      version='1.0',
      description='Python Distribution Utilities',
      author='Greg Ward',
      author_email='gward@python.net',
      url='https://python.domainunion.de/sigs/distutils-sig/',
      packages=['distutils', 'distutils.command'],
     )

There are only two differences between this and the trivial one-file distribution presented in section A Simple Example: more metadata, and the specification of pure Python modules by package, rather than by module. This is important since the Distutils consist of a couple of dozen modules split into (so far) two packages; an explicit list of every module would be tedious to generate and difficult to maintain. For more information on the additional meta-data, see section Additional meta-data.

Note that any pathnames (files or directories) supplied in the setup script should be written using the Unix convention, i.e. slash-separated. The Distutils will take care of converting this platform-neutral representation into whatever is appropriate on your current platform before actually using the pathname. This makes your setup script portable across operating systems, which of course is one of the major goals of the Distutils. In this spirit, all pathnames in this document are slash-separated.

This, of course, only applies to pathnames given to Distutils functions. If you, for example, use standard Python functions such as glob.glob() or os.listdir() to specify files, you should be careful to write portable code instead of hardcoding path separators:

glob.glob(os.path.join('mydir', 'subdir', '*.html'))
os.listdir(os.path.join('mydir', 'subdir'))

2.1. Listing whole packages

The packages option tells the Distutils to process (build, distribute, install, etc.) all pure Python modules found in each package mentioned in the packages list. In order to do this, of course, there has to be a correspondence between package names and directories in the filesystem. The default correspondence is the most obvious one, i.e. package distutils is found in the directory distutils relative to the distribution root. Thus, when you say packages = ['foo'] in your setup script, you are promising that the Distutils will find a file foo/__init__.py (which might be spelled differently on your system, but you get the idea) relative to the directory where your setup script lives. If you break this promise, the Distutils will issue a warning but still process the broken package anyway.

If you use a different convention to lay out your source directory, that’s no problem: you just have to supply the package_dir option to tell the Distutils about your convention. For example, say you keep all Python source under lib, so that modules in the “root package” (i.e., not in any package at all) are in lib, modules in the foo package are in lib/foo, and so forth. Then you would put

package_dir = {'': 'lib'}

in your setup script. The keys to this dictionary are package names, and an empty package name stands for the root package. The values are directory names relative to your distribution root. In this case, when you say packages = ['foo'], you are promising that the file lib/foo/__init__.py exists.

Another possible convention is to put the foo package right in lib, the foo.bar package in lib/bar, etc. This would be written in the setup script as

package_dir = {'foo': 'lib'}

A package: dir entry in the package_dir dictionary implicitly applies to all packages below package, so the foo.bar case is automatically handled here. In this example, having packages = ['foo', 'foo.bar'] tells the Distutils to look for lib/__init__.py and lib/bar/__init__.py. (Keep in mind that although package_dir applies recursively, you must explicitly list all packages in packages: the Distutils will not recursively scan your source tree looking for any directory with an __init__.py file.)

2.2. Listing individual modules

For a small module distribution, you might prefer to list all modules rather than listing packages—especially the case of a single module that goes in the “root package” (i.e., no package at all). This simplest case was shown in section A Simple Example; here is a slightly more involved example:

py_modules = ['mod1', 'pkg.mod2']

This describes two modules, one of them in the “root” package, the other in the pkg package. Again, the default package/directory layout implies that these two modules can be found in mod1.py and pkg/mod2.py, and that pkg/__init__.py exists as well. And again, you can override the package/directory correspondence using the package_dir option.

2.3. Describing extension modules

Just as writing Python extension modules is a bit more complicated than writing pure Python modules, describing them to the Distutils is a bit more complicated. Unlike pure modules, it’s not enough just to list modules or packages and expect the Distutils to go out and find the right files; you have to specify the extension name, source file(s), and any compile/link requirements (include directories, libraries to link with, etc.).

All of this is done through another keyword argument to setup(), the ext_modules option. ext_modules is just a list of Extension instances, each of which describes a single extension module. Suppose your distribution includes a single extension, called foo and implemented by foo.c. If no additional instructions to the compiler/linker are needed, describing this extension is quite simple:

Extension('foo', ['foo.c'])

The Extension class can be imported from distutils.core along with setup(). Thus, the setup script for a module distribution that contains only this one extension and nothing else might be:

from distutils.core import setup, Extension
setup(name='foo',
      version='1.0',
      ext_modules=[Extension('foo', ['foo.c'])],
      )

The Extension class (actually, the underlying extension-building machinery implemented by the build_ext command) supports a great deal of flexibility in describing Python extensions, which is explained in the following sections.

2.3.1. Extension names and packages

The first argument to the Extension constructor is always the name of the extension, including any package names. For example,

Extension('foo', ['src/foo1.c', 'src/foo2.c'])

describes an extension that lives in the root package, while

Extension('pkg.foo', ['src/foo1.c', 'src/foo2.c'])

describes the same extension in the pkg package. The source files and resulting object code are identical in both cases; the only difference is where in the filesystem (and therefore where in Python’s namespace hierarchy) the resulting extension lives.

If you have a number of extensions all in the same package (or all under the same base package), use the ext_package keyword argument to setup(). For example,

setup(...,
      ext_package='pkg',
      ext_modules=[Extension('foo', ['foo.c']),
                   Extension('subpkg.bar', ['bar.c'])],
     )

will compile foo.c to the extension pkg.foo, and bar.c to pkg.subpkg.bar.

2.3.2. Extension source files

The second argument to the Extension constructor is a list of source files. Since the Distutils currently only support C, C++, and Objective-C extensions, these are normally C/C++/Objective-C source files. (Be sure to use appropriate extensions to distinguish C++ source files: .cc and .cpp seem to be recognized by both Unix and Windows compilers.)

However, you can also include SWIG interface (.i) files in the list; the build_ext command knows how to deal with SWIG extensions: it will run SWIG on the interface file and compile the resulting C/C++ file into your extension.

This warning notwithstanding, options to SWIG can be currently passed like this:

setup(...,
      ext_modules=[Extension('_foo', ['foo.i'],
                             swig_opts=['-modern', '-I../include'])],
      py_modules=['foo'],
     )

Or on the commandline like this:

> python setup.py build_ext --swig-opts="-modern -I../include"

On some platforms, you can include non-source files that are processed by the compiler and included in your extension. Currently, this just means Windows message text (.mc) files and resource definition (.rc) files for Visual C++. These will be compiled to binary resource (.res) files and linked into the executable.

2.3.3. Preprocessor options

Three optional arguments to Extension will help if you need to specify include directories to search or preprocessor macros to define/undefine: include_dirs, define_macros, and undef_macros.

For example, if your extension requires header files in the include directory under your distribution root, use the include_dirs option:

Extension('foo', ['foo.c'], include_dirs=['include'])

You can specify absolute directories there; if you know that your extension will only be built on Unix systems with X11R6 installed to /usr, you can get away with

Extension('foo', ['foo.c'], include_dirs=['/usr/include/X11'])

You should avoid this sort of non-portable usage if you plan to distribute your code: it’s probably better to write C code like

#include <X11/Xlib.h>

If you need to include header files from some other Python extension, you can take advantage of the fact that header files are installed in a consistent way by the Distutils install_headers command. For example, the Numerical Python header files are installed (on a standard Unix installation) to /usr/local/include/python1.5/Numerical. (The exact location will differ according to your platform and Python installation.) Since the Python include directory—/usr/local/include/python1.5 in this case—is always included in the search path when building Python extensions, the best approach is to write C code like

#include <Numerical/arrayobject.h>

If you must put the Numerical include directory right into your header search path, though, you can find that directory using the Distutils distutils.sysconfig module:

from distutils.sysconfig import get_python_inc
incdir = os.path.join(get_python_inc(plat_specific=1), 'Numerical')
setup(...,
      Extension(..., include_dirs=[incdir]),
      )

Even though this is quite portable—it will work on any Python installation, regardless of platform—it’s probably easier to just write your C code in the sensible way.

You can define and undefine pre-processor macros with the define_macros and undef_macros options. define_macros takes a list of (name, value) tuples, where name is the name of the macro to define (a string) and value is its value: either a string or None. (Defining a macro FOO to None is the equivalent of a bare #define FOO in your C source: with most compilers, this sets FOO to the string 1.) undef_macros is just a list of macros to undefine.

For example:

Extension(...,
          define_macros=[('NDEBUG', '1'),
                         ('HAVE_STRFTIME', None)],
          undef_macros=['HAVE_FOO', 'HAVE_BAR'])

is the equivalent of having this at the top of every C source file:

#define NDEBUG 1
#define HAVE_STRFTIME
#undef HAVE_FOO
#undef HAVE_BAR

2.3.4. Library options

You can also specify the libraries to link against when building your extension, and the directories to search for those libraries. The libraries option is a list of libraries to link against, library_dirs is a list of directories to search for libraries at link-time, and runtime_library_dirs is a list of directories to search for shared (dynamically loaded) libraries at run-time.

For example, if you need to link against libraries known to be in the standard library search path on target systems

Extension(...,
          libraries=['gdbm', 'readline'])

If you need to link with libraries in a non-standard location, you’ll have to include the location in library_dirs:

Extension(...,
          library_dirs=['/usr/X11R6/lib'],
          libraries=['X11', 'Xt'])

(Again, this sort of non-portable construct should be avoided if you intend to distribute your code.)

2.3.5. Other options

There are still some other options which can be used to handle special cases.

The optional option is a boolean; if it is true, a build failure in the extension will not abort the build process, but instead simply not install the failing extension.

The extra_objects option is a list of object files to be passed to the linker. These files must not have extensions, as the default extension for the compiler is used.

extra_compile_args and extra_link_args can be used to specify additional command line options for the respective compiler and linker command lines.

export_symbols is only useful on Windows. It can contain a list of symbols (functions or variables) to be exported. This option is not needed when building compiled extensions: Distutils will automatically add initmodule to the list of exported symbols.

The depends option is a list of files that the extension depends on (for example header files). The build command will call the compiler on the sources to rebuild extension if any on this files has been modified since the previous build.

2.4. Relationships between Distributions and Packages

A distribution may relate to packages in three specific ways:

1. It can require packages or modules.

2. It can provide packages or modules.

3. It can obsolete packages or modules.

These relationships can be specified using keyword arguments to the distutils.core.setup() function.

Dependencies on other Python modules and packages can be specified by supplying the requires keyword argument to setup(). The value must be a list of strings. Each string specifies a package that is required, and optionally what versions are sufficient.

To specify that any version of a module or package is required, the string should consist entirely of the module or package name. Examples include 'mymodule' and 'xml.parsers.expat'.

If specific versions are required, a sequence of qualifiers can be supplied in parentheses. Each qualifier may consist of a comparison operator and a version number. The accepted comparison operators are:

<    >    ==
<=   >=   !=

These can be combined by using multiple qualifiers separated by commas (and optional whitespace). In this case, all of the qualifiers must be matched; a logical AND is used to combine the evaluations.

Let’s look at a bunch of examples:

Requires Expression	Explanation
==1.0	Only version 1.0 is compatible
>1.0, !=1.5.1, <2.0	Any version after 1.0 and before 2.0 is compatible, except 1.5.1

Now that we can specify dependencies, we also need to be able to specify what we provide that other distributions can require. This is done using the provides keyword argument to setup(). The value for this keyword is a list of strings, each of which names a Python module or package, and optionally identifies the version. If the version is not specified, it is assumed to match that of the distribution.

Some examples:

Provides Expression	Explanation
mypkg	Provide mypkg, using the distribution version
mypkg (1.1)	Provide mypkg version 1.1, regardless of the distribution version

A package can declare that it obsoletes other packages using the obsoletes keyword argument. The value for this is similar to that of the requires keyword: a list of strings giving module or package specifiers. Each specifier consists of a module or package name optionally followed by one or more version qualifiers. Version qualifiers are given in parentheses after the module or package name.

The versions identified by the qualifiers are those that are obsoleted by the distribution being described. If no qualifiers are given, all versions of the named module or package are understood to be obsoleted.

2.5. Installing Scripts

So far we have been dealing with pure and non-pure Python modules, which are usually not run by themselves but imported by scripts.

Scripts are files containing Python source code, intended to be started from the command line. Scripts don’t require Distutils to do anything very complicated. The only clever feature is that if the first line of the script starts with #! and contains the word “python”, the Distutils will adjust the first line to refer to the current interpreter location. By default, it is replaced with the current interpreter location. The --executable (or -e) option will allow the interpreter path to be explicitly overridden.

The scripts option simply is a list of files to be handled in this way. From the PyXML setup script:

setup(...,
      scripts=['scripts/xmlproc_parse', 'scripts/xmlproc_val']
      )

Changed in version 3.1: All the scripts will also be added to the MANIFEST file if no template is provided. See Specifying the files to distribute.

2.6. Installing Package Data

Often, additional files need to be installed into a package. These files are often data that’s closely related to the package’s implementation, or text files containing documentation that might be of interest to programmers using the package. These files are called package data.

Package data can be added to packages using the package_data keyword argument to the setup() function. The value must be a mapping from package name to a list of relative path names that should be copied into the package. The paths are interpreted as relative to the directory containing the package (information from the package_dir mapping is used if appropriate); that is, the files are expected to be part of the package in the source directories. They may contain glob patterns as well.

The path names may contain directory portions; any necessary directories will be created in the installation.

For example, if a package should contain a subdirectory with several data files, the files can be arranged like this in the source tree:

setup.py
src/
    mypkg/
        __init__.py
        module.py
        data/
            tables.dat
            spoons.dat
            forks.dat

The corresponding call to setup() might be:

setup(...,
      packages=['mypkg'],
      package_dir={'mypkg': 'src/mypkg'},
      package_data={'mypkg': ['data/*.dat']},
      )

Changed in version 3.1: All the files that match package_data will be added to the MANIFEST file if no template is provided. See Specifying the files to distribute.

2.7. Installing Additional Files

The data_files option can be used to specify additional files needed by the module distribution: configuration files, message catalogs, data files, anything which doesn’t fit in the previous categories.

data_files specifies a sequence of (directory, files) pairs in the following way:

setup(...,
      data_files=[('bitmaps', ['bm/b1.gif', 'bm/b2.gif']),
                  ('config', ['cfg/data.cfg'])],
     )

Each (directory, files) pair in the sequence specifies the installation directory and the files to install there.

Each file name in files is interpreted relative to the setup.py script at the top of the package source distribution. Note that you can specify the directory where the data files will be installed, but you cannot rename the data files themselves.

The directory should be a relative path. It is interpreted relative to the installation prefix (Python’s sys.prefix for system installations; site.USER_BASE for user installations). Distutils allows directory to be an absolute installation path, but this is discouraged since it is incompatible with the wheel packaging format. No directory information from files is used to determine the final location of the installed file; only the name of the file is used.

You can specify the data_files options as a simple sequence of files without specifying a target directory, but this is not recommended, and the install command will print a warning in this case. To install data files directly in the target directory, an empty string should be given as the directory.

Changed in version 3.1: All the files that match data_files will be added to the MANIFEST file if no template is provided. See Specifying the files to distribute.

2.8. Additional meta-data

The setup script may include additional meta-data beyond the name and version. This information includes:

Meta-Data	Description	Value	Notes
name	name of the package	short string	(1)
version	version of this release	short string	(1)(2)
author	package author’s name	short string	(3)
author_email	email address of the package author	email address	(3)
maintainer	package maintainer’s name	short string	(3)
maintainer_email	email address of the package maintainer	email address	(3)
url	home page for the package	URL	(1)
description	short, summary description of the package	short string
long_description	longer description of the package	long string	(4)
download_url	location where the package may be downloaded	URL
classifiers	a list of classifiers	list of strings	(6)(7)
platforms	a list of platforms	list of strings	(6)(8)
keywords	a list of keywords	list of strings	(6)(8)
license	license for the package	short string	(5)

Notes:

1. These fields are required.

2. It is recommended that versions take the form major.minor[.patch[.sub]].

3. Either the author or the maintainer must be identified. If maintainer is provided, distutils lists it as the author in PKG-INFO.

4. The long_description field is used by PyPI when you publish a package, to build its project page.

5. The license field is a text indicating the license covering the package where the license is not a selection from the “License” Trove classifiers. See the Classifier field. Notice that there’s a licence distribution option which is deprecated but still acts as an alias for license.

6. This field must be a list.

7. The valid classifiers are listed on PyPI.

8. To preserve backward compatibility, this field also accepts a string. If you pass a comma-separated string 'foo, bar', it will be converted to ['foo', 'bar'], Otherwise, it will be converted to a list of one string.

‘short string’

A single line of text, not more than 200 characters.

‘long string’

Multiple lines of plain text in reStructuredText format (see https://docutils.sourceforge.net/).

‘list of strings’

See below.

Encoding the version information is an art in itself. Python packages generally adhere to the version format major.minor[.patch][sub]. The major number is 0 for initial, experimental releases of software. It is incremented for releases that represent major milestones in a package. The minor number is incremented when important new features are added to the package. The patch number increments when bug-fix releases are made. Additional trailing version information is sometimes used to indicate sub-releases. These are “a1,a2,…,aN” (for alpha releases, where functionality and API may change), “b1,b2,…,bN” (for beta releases, which only fix bugs) and “pr1,pr2,…,prN” (for final pre-release release testing). Some examples:

0.1.0

the first, experimental release of a package

1.0.1a2

the second alpha release of the first patch version of 1.0

classifiers must be specified in a list:

setup(...,
      classifiers=[
          'Development Status :: 4 - Beta',
          'Environment :: Console',
          'Environment :: Web Environment',
          'Intended Audience :: End Users/Desktop',
          'Intended Audience :: Developers',
          'Intended Audience :: System Administrators',
          'License :: OSI Approved :: Python Software Foundation License',
          'Operating System :: MacOS :: MacOS X',
          'Operating System :: Microsoft :: Windows',
          'Operating System :: POSIX',
          'Programming Language :: Python',
          'Topic :: Communications :: Email',
          'Topic :: Office/Business',
          'Topic :: Software Development :: Bug Tracking',
          ],
      )

Changed in version 3.7: setup now warns when classifiers, keywords or platforms fields are not specified as a list or a string.

2.9. Debugging the setup script

Sometimes things go wrong, and the setup script doesn’t do what the developer wants.

Distutils catches any exceptions when running the setup script, and print a simple error message before the script is terminated. The motivation for this behaviour is to not confuse administrators who don’t know much about Python and are trying to install a package. If they get a big long traceback from deep inside the guts of Distutils, they may think the package or the Python installation is broken because they don’t read all the way down to the bottom and see that it’s a permission problem.

On the other hand, this doesn’t help the developer to find the cause of the failure. For this purpose, the DISTUTILS_DEBUG environment variable can be set to anything except an empty string, and distutils will now print detailed information about what it is doing, dump the full traceback when an exception occurs, and print the whole command line when an external program (like a C compiler) fails.