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Chapter 3
Release notes and software installation
3.1 Release History

The Gaudi architecture and framework, which was initially developed by the LHCb collaboration, became a joint development project between several experiments, starting from release v6. At this time the package structure was modified, to split the experiment specific packages from the common packages. The following table reflects the version history since the re-packaging. For the history of earlier releases, please refer to previous versions of the (LHCb) Gaudi Users Guide.
Version
Date
Package List
v9
Dec 2001
GaudiPolicy[v5], GaudiExamples[v9], GaudiKernel[v11], GaudiSvc[v7], GaudiAud[v5], GaudiAlg[v5], GaudiTools[v5], GaudiNagC[v6], GaudiDb[v5], GauiRootDb[v5], GaudiODBCDb[v5], HbookCnv[v11], RootHistCnv[v5], GaudiPython[v2], GaudiObjDesc[v2], GaudiIntrospection[v2], GaudiConf[6], Event/LHCbEvent [v12], SICB/SicbCnv [v14], Det/XmlDDDB [v7],Det/DetDesc [v8], Det/DetCond [v1], Sim/GEANT4 [v3r0p1], Sim/GiGa [v6],Ex/*[v3], Vis/OnXSvc [v3], Vis/SoLHCb [v3], Vis/Panoramix [v3]
v8r1
July 2001
GaudiPolicy[v5], GaudiExamples[v8], GaudiKernel[v10], GaudiSvc[v6], GaudiAud[v4], GaudiAlg[v4], GaudiTools[v4], GaudiNagC[v5r3p2],
GaudiDb[v4], GauiRootDb[v4], GaudiODBCDb[v3], HbookCnv[v10r1], RootHistCnv[v4], SIPython[v2], GaudiConf[5], Event/LHCbEvent [v11], Event/DbCnv [v5], SICB/SicbCnv [v13], Det/XmlDDDB [v6],
Det/DetDesc [v7], Sim/GEANT4 [v3r0p1], Sim/GiGa [v5],Ex/*[v2]
v7
23/03/2001
GaudiPolicy[v4], GaudiExamples[v7], GaudiKernel[v9], GaudiSvc[v5], GaudiAud[v3], GaudiAlg[v3], GaudiTools[v3], GaudiNagC[v5r3p1],
GaudiDb[v3], HbookCnv[v9], RootHistCnv[v3], SIPython[v1r1],
DetDesc[v6], XmlDDDB[v5], XmlEditor{v3], LHCbEvent[v9], DbCnv[v4], GiGa[v4], GaudiConf[v4], SicbCnv[v11],Ex/*[v1]

3.2 Current Functionality

We use an incremental and iterative approach for producing the Gaudi software. We plan to expand its capabilities release by release. The functionality list that follows is organized by categories.

Interfaces
A set of interfaces that facilitates the interaction between the different components of the framework. Mainly these are interfaces to services.
Basic framework services
This set of services offer the minimal functionality needed for constructing applications. They are described in detail in Chapter 11.
The message service is used to send and format messages generated in the code, with an associated severity that is used for filtering and dispatching them.
The job options service allows the configuration of the application by end users assigning values to properties defined within the code; properties can be basic types (float, bool, int, string), or extended with bounds checking, hierarchical lists, and immediate callback from string "commands".
The Random Numbers service makes available several random number distributions via a standard interface, and ensures that applications use a unique random number engine in a reproducible fashion.
The Chrono service offers the functionality for measuring elapsed time and job execution statistics.
Auditors and AuditorSvc provide monitoring of various characteristics of the execution of Algorithms. Auditors are called before and after invocation of any Algorithm method.
The Incident service provides a synchronization between objects within the Application by using named incidents that are communicated to listener clients.
The Tools service, which provides management of Tools, is discussed in Chapter 12. Tools are lightweight objects which can be requested and used many times by other components to perform well defined tasks. A base class for associator tools has been added in this release.
Data services provide the access to the transient data objects (event, detector and statistical data). The data services are described in chapters 6 to 10. The basic building blocks for the implementation of the experiment specific data models are also described in Chapter 6.
Event data model
The event model has been extended to Velo, L0, L1 and updated for Calo. The current status is presented in Chapter 7.
Event data persistent storage
The current version provides a set of generic classes for implementing event data persistency (GaudiDb package) and a set of classes supporting persistent I/O to ROOT files (GaudiRootDb package). Details can be found in Chapter 13.
Input from event data files (or tapes) produced by SICB in ZEBRA format (RZ) is also supported. The ZEBRA banks are converted to C++ objects by specialized fragments of code (SICB converters). This conversion is available in the framework for a number of SICB banks. Adding more converters is possible and will be done on request. The event data produced by the application can be stored in ROOT files and retrieved later. This also requires to write specialized converters.
Histograms & N-tuples
The framework provides facilities for creating histograms (1 and 2 dimensional) and n-tuples (row and column wise) from user algorithms. The histogram interface is the AIDA[13] common interface. Saving histograms and n-tuples is currently implemented using the HBOOK and ROOT format. The interface to histograms and n-tuples from the user code should not be affected if the persistency representation is changed later. Details of the histogram and n-tuple facilities can be found in Chapter 9 and 10 respectively.
Event tag collections
The framework provides facilities for creating and using collections of event tags (based on an n-tuples implementation) for fast direct access to physics events. The user can specify an event tag collection as input data to an application and perform sophisticated selections using the facilities existing in the data storage technology. This is explained in Chapter 10.
Detector description and geometry
The framework provides facilities for accessing detector description and geometry data. The logical structure of the detector is described in terms of a hierarchy of detector elements, the basic geometry in terms of volumes, solids and materials. Facilities for customizing the generic description to many specific detector needs are also provided. This allows the development of detector specific code which can provide geometry answers to questions from the physics algorithms (simulation, reconstruction and analysis). The persistent representation of the detector description is based on text files in XML format. An XML editor that understands the detector description semantics has been developed. A transport service is provided to estimate the amount of material between two arbitrary points in the detector setup. This is described in detail in Chapter 8.
Analysis services
A number of facilities and services are included in the current release to facilitate writing physics analysis code. The GaudiAlg package is a collection of general purpose algorithms, including a sequencer which uses the filtering capability of algorithms to manage the execution of algorithm sequences in a filtering application (see Section 5.5). The Particle Properties service (Section 11.5) provides the properties of all the elementary particles. Numerical utilities are available via the CLHEP and NAG C libraries (Chapter 17).
Visualization services
The framework provides facilities for the visualisation of event and detector data. These services are currently based on the packages that constitute the Open Scientist suite (OpenGL, OpenInventor(soFree), Lab,...). An event and geometry display application has been built using these facilities. This is briefly described in Chapter 15.
SICB services
A number of services are included in the current release to facilitate the access to SICB data (detector description, magnetic field, etc.) and to facilitate re-using existing Fortran code with the framework. These services can be extended to accommodate new concrete requests when integrating big parts of the current legacy code (SICB). In the latest release there full support for event pile-up. It is possible to read events from two input data streams and merge them before any processing is done. Refer to Chapter 18 for more details.
Object Description and Object Introspection
The framework provides object modelling and description using XML files. Two code generation back-ends are currently available: to generate the data object header files and to generate the object dictionaries for the object introspection. Refer to Section 6.7 and Section 11.11 for more details.
Scripting services
The framework provides a service for interfacing Python with a Gaudi application. The user can interact with a Gaudi application from the Python prompt. The current functionality allows the user to set and get properties from Algorithms and Services, interact with the data stores (event, detector and histogram) using the object introspection capability, and to schedule the execution of the application's algorithms. Refer to Chapter 14 for more details.
Dynamic loading of libraries
The framework can be used to implement different data processing applications for different environments. It is important that the services and their concrete implementations are extendable and configurable dynamically at run time and not statically. The latter would imply linking with all the available libraries producing huge executables. And in certain applications and environments some of the libraries will surely never be used. The framework provides support for dynamic libraries for the Windows and Linux platforms.
3.3 Changes between releases
3.3.1 Changes between current release (v9) and previous release (v8)
· Data-store classes. Release v9 includes a major re-design of the Data Store classes and interfaces triggered by ATLAS data store implementation.
· Object description and object introspection. Two new packages has been added that provide the object description based on XML files and run-time object introspection capability. Refer to Section 6.7 and Section 11.11 for more details.
· Python service. The scripting service based on Python has been re-implemented using the Boost library1. Its functionality has been extended. Refer to Chapter 14 for more details.
· Algorithms. Added toolSvc() accessor to Algorithm base class.
· Algorithm Tools. Added initialize() and finalize() methods in IAlgTool interface. The base class AlgTool implements them as dummy but allows an implementation of them on specific Algorithm Tools. Removed the need to implement a queryInterface() in specific Algorithm tools. Instead use the expression declareInterface<Ixxxx>(this) in the constructor.
· A number of small internal framework improvements:
· ApplicationMgr. Re-organization to relocate the management of services to ServiceManager class. The interfaces ISvcManager and ISvcLocator have changed.
· Introduced a new constructor for InterfaceID that uses a name (class name) instead of an interface number.
· JobOptions. Introduced new options #pragma print on, #pragma print off to switch the printing of job options on and off.
· Histograms. New job option HistogramPersistencySvc.PrintHistos to steer printing to standard output. Allow RZ directory names up to 16 characters rather than 8.
3.3.1.1 Incompatible changes

In this section we will list changes that users need to make to their code in order to upgrade to the current version of Gaudi from the previous version.

1. In the area of Data Stores many low level base classes (DataObject, DataSvc, Converters, Registry, GenericAddress, etc.) have changed together with some basic interfaces (IConverter, IDataManagerSvc, IDataProviderSvc, etc.). This implies that some packages, typically converters packages, will need deep changes in the code. Instructions on how to upgrade them can be found in http://cern.ch/lhcb-comp/Frameworks/Gaudi/Gaudi_v9/Changes_cookbook.pdf.
End user algorithm packages should not be too affected by these changes.
2. Removed the list of default interfaces in ApplicationMgr. Services are late created if needed. This may cause problems if the order of creation played a role. The Algorithms and Tools that were accessing services using the call serviceLocator()->service("name", interface) may require to force the creation of a previously default service by adding a third argument with true to force such creation if not existing.
3. The constant CLID_Event has been removed from ClassID.h. It needs to be defined now in the Event.h header file.
4. Algorithm tools are required to implement an interface (pure abstract base class) using the facility provided for declaring it as mentioned above in the list of changes.
3.3.2 Changes between release v8 and release v7
3.3.2.1 Incompatible changes

In this section we will list changes that users need to make to their code in order to upgrade to version v8 of Gaudi from version v7.

1. Location of Histogram Interfaces. Gaudi version v8 uses the standard AIDA interfaces for histograms. These interfaces are located in the AIDA project area. The changes to the end-user code is that the include file should be prefixed with AIDA/ instead of the current GaudiKernel/.
2. Persistent representation of N-tuples. N-tuples saved in HBOOK format no longer have type information in the first row. See the discussion in Section 10.2.3.2 for more details.
3. The output of N-tuples to ODBC (Open DataBase Connectivity) is no longer supported. N-Tuple preselections based on SQL or interpreted C++ are no longer available. If you rely on these features, please contact the Gaudi development team.
4. When saving data objects in a data store, all the sub-directory nodes in the path must already exist or should be explicitly created. In fact this is not a new feature, but a bug fix! Implicit creation of sub-directory nodes will be implemented in a future version.
3.3.3 Changes between release v7 and release v6
· Release v7 includes some re-packaging and changes in location of some include files, see section 3.3.3.1.
· The control of the "physics event" loop has been separated from the ApplicationMgr and has become a new component, the event loop manager. A number of subsequent specializations have been provided: MininalEventLoopMgr, EventLoopMgr, and GaudiEventLoopMgr. These changes have been made to allow the possibility to have other types of event loop processing. These changes are backward compatible.
· The first version of a scripting service based on Python has been released.
· A number of small internal framework improvements:
· Elimination of the up to now required static libraries.
· Added version number (major and minor) to the Interface ID to check for interface compatibility at run-time.
· Re-shuffling of the System class and conversion to a namespace.
· Handling empty vectors in JobOptions.
3.3.3.1 Incompatible changes

In this section we will list changes that users need to make to their code in order to upgrade to version v7 of Gaudi from version v6.

1. Histogram persistency. In previous versions, the HBOOK histogram persistency service was created by default. From this version there is no default histogram persistency: the ROOT or HBOOK persistency services have to be explicitly declared. See Section 9.4 for details
2. EvtMax. In previous versions it was possible to declare the number of events to be processed through either of the properties ApplicationMgr.EvtMax or EventSelector.EvtMax. In this release, only ApplicationMgr.EvtMax is supported, the default being all the events in the input file
3. The property EventSelector.JobInput has been removed. Use EventSelector.Input instead (note the change in format of the value string).
4. Detector Description. The detector description interfaces (ISolid.h, IDetectorElement.h, IGeometryInfo.h etc.) have been moved out of the GaudiKernel package and into the DetDesc package. The detector description related options of the Application Manager (ApplicationMgr.DetDbLocation etc.) are now properties of the Detector Data Service (e.g. DetectorDataSvc.DetDbLocation etc.).
5. Gaudi has been restructured into a set of experiment independent packages, and a set of LHCb packages. Since many of the packages have changed name, the paths on which to find include files has also changed.
3.3.4 Deprecated features

We list here features of the framework which have become obsolete, because they have been superseded by more recent features. Users are discouraged from using the deprecated features, which may be removed in a future release.

Adding indexed items to N-tuples
Use the function addIndexedItem instead of addItem.
Accessors names in Algorithm
Use the service accessors with short names (e.g. msgSvc() ) instead of the long equivalent ones (e.g. messageService() )
Access to extra services from Algorithms.
Use the templated method service() instead of using the serviceLocator() together with the queryInterface() to get a reference to a service interface.
User Parameters in detector elements.
The XML tag for user parameters in the detector description (detector elements, etc.) is now <param/> instead of <userparameter/>. The old name will be maintained for a while. The methods in DetectorElement and Condition classes will accordonly be changed to use the word param instead of userParameter.
3.4 Availability

The application framework is supported on the following platforms:

· Windows NT4 and Windows 2000, using the Developer Studio 6.0 SP2 Visual C++ environment
· RedHat Linux 6.1 (certified CERN Linux distribution with SUE and AFS) with egcs-2.91.66 and gcc-2.95.2.

The code, documentation and installation instructions are available from the LHCb web site at: http://cern.ch/lhcb-comp/Frameworks/Gaudi/ .

Framework sources and binaries are also available in the CERN AFS cell, at /afs/cern.ch/sw/Gaudi for the common Gaudi packages, and at /afs/cern.ch/lhcb/software/NEW for the LHCb specific packages.

3.5 Using the framework
3.5.1 CVS repository

The framework sources are stored in CVS and can be accessed using the getpack command. The first time you access a Gaudi package, the CVS server will ask for a password, reply CERNuser. Note that you only have write access to the LHCb specific part of the repository. For the common Gaudi packages you can send all the CVS commands that don't require write access. If you use a command like commit, you will get an error message.

3.5.2 CMT

The framework libraries have been built using the Configuration Management Tool (CMT) [7]. Therefore, using the CMT tool is the recommended way to modify existing packages or re-build the examples included in the release. If CMT is not available in your system, please follow the installation instructions in [7]. The following simple examples are for Unix, but similar commands exist also for Windows. They assume that the CMTPATH environment variable is set to $HOME/mycmt:$GAUDIHOME.

Getting a copy of a package:
Suppose you want to build the latest released version of the GaudiExamples package:
1: cd mycmt
2: cmt checkout GaudiExamples -r v7

Building and running an example:
Now that you have the code, suppose you want to modify the AlgSequencer example, then build it and run it:
3: cd GaudiExamples/v7/src/AlgSequencer
4: emacs HelloWorld.cpp
----- Make your modification, then
5: cd ../../cmt
6: source setup.csh
7: emacs requirements
----- Uncomment AlgSequencer and comment all the others
8: gmake
9: cd ../home
10: emacs AlgSequencer.txt
----- Make any modification if needed
11: ../$CMTCONFIG/AlgSequencer.exe

Modifying a library and rerunning the example:
Suppose now you want to modify one of the Gaudi libraries, build it, then rerun the AlgSequencer example with it:
12: cd $HOME/mycmt
13: cmt checkout GaudiAlg v3
14: cd GaudiAlg/v3/src
15: emacs ...
---- Make your modification...
16: cd ../cmt
17: source setup.csh
18: gmake
19: cd $HOME/mycmt/GaudiExamples/v7/cmt
20: cmt show uses
21: ---- Verify the you are now using the GaudiAlg version from $HOME/mycmt
22: ---- There is no need to relink, since GaudiAlg is a component library
23: cd ../home
24: ../$CMTCONFIG/AlgSequencer.exe

3.5.3 Using the framework on Windows with Developer Studio or Nmake

The libraries for Windows are available for download from the web, and in AFS in the Win32Debug subdirectory of each package.

Instructions for installing the Gaudi environment on Windows and for customising MS Visual Studio are available at: http://cern.ch/lhcb-comp/Support/html/DevStudio/default.htm

The requirements files and CMT commands expect the following environment variables:

· HOME Needs to be set to the user's home directory. Typically this is in a network server and will have the form "\\server\username" or can also be a local directory like "C:\home". This environment variable is used to locate the .cmtrc file that contains the default CMTPATH.
· PATH Should be set up correctly to locate the Developer Studio executables (this is typically the case after installation).
· TEMP Location for temporary files. This is set correctly after the operating system installation.
· SITEROOT This is the root where software is installed. Typically it will point to some share in some server (\\server\siteroot) or to the locally mounted AFS drive (F:\cern.ch).
· CMTPATH The first location where CMT is looking for packages. This is typically the local directory C:/mycmt
· CMTSITE This is your site name. At CERN site and for the Windows platform we use CERN_WIN32.
3.5.4 Using the framework in Unix
The libraries for Linux are available for download from the web, and in AFS in the i386_linux22 and Linuxdbx subdirectories of each package (for the optimised and debug versions respectively).
Instructions for installing the Gaudi environment on Linux are available at: http://cern.ch/lhcb-comp/Support/html/start_gaudi.htm
3.6 Working with development releases

This User Guide corresponds to release v9 of the Gaudi software.

For Gaudi as well as for LHCb packages, before they are publicly released and frozen, the development versions are periodically rebuilt from the head revision of the CVS repository in the development release area. These versions are not guaranteed to work and may change without notice; they are intended for integration tests. They should be used with care, mainly if you wish to use new features of the software which have not yet been incorporated in a public release.

3.6.1   The Gaudi common development area

Development releases of Gaudi packages are made periodically into the AFS directory tree below /afs/cern.ch/sw/Gaudi/dev (pointed to by the GAUDIDEV environment variable on Unix), by checking out and building the CVS head revision of modified packages

3.6.2   The LHCb development release area

Development releases of packages are made periodically into the AFS directory tree below /afs/cern.ch/lhcb/software/DEV (pointed to by the LHCBDEV environment variable on Unix), by checking out and building the CVS head revision of modified packages. The directory structure of LHCBDEV is analogous to LHCBSOFT - there is a subdirectory per package, below which there are subdirectories for each development release version of that package. These subdirectories have a name which is constructed from the version number of the package and the date of the build, e.g. v4r1d010316 corresponds to version v4r1 and was built on 16th March 2001. The version number is greater than or equal to that of the most recent public release, depending on what has been changed in the package since the release.

3.6.3   Using the development version of packages

The purpose of the development area is to make it easy to work with the development version of packages, without needing to make a private copy of the head revision of a package.

To use packages from the development area, it is sufficient to add the $LHCBDEV (and/or $GAUDIDEV) area to your CMTPATH, ahead of the release area. This is done either by editing the file .cmtrc in your home directory (both Unix and Windows), by typing (Unix only):

setenv CMTPATH ${HOME}/mycmt:${LHCBDEV}:${GAUDIDEV}

Note that this latter method is valid only for the current login session, whereas the former method is valid until the next time you modify the file.

3.7 Installation of the framework outside CERN
3.7.1 Package installation

To use the Gaudi framework you also need to have access to installations of some external packages, listed below:

CMT, CLHEP, NAG C, HTL, Python, Xerces, qqlhcb, ROOT, BOOST and CERNLIB.

Up to date instructions for installation of these packages and setting of the environment (variables, path,..) needed to use the framework can be found on the Web at http://cern.ch/lhcb-comp/Support/html/Install.htm.

3.7.2 Event Data access

At CERN, the information about datasets stored in the CASTOR system is obtained from the LHCb bookkeeping database. Other sites may have their own way to access bookkeeping information and the associated data files. Gaudi reads the bookkeeping database and stages data files via scripts that should be customised for the installation (see http://cern.ch/lhcb-comp/Support/html/Install.htm), the only restriction being that they must have the same input and output signatures as the CERN version, which can be found in the package Tools/Bookkeeping.

1 http://www.boost.org/libs/libraries.htm



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