Setup and installation

The following steps will prepare you to run complete analyses of SARS-CoV-2 data by installing required software and running a simple example workflow.

1. Make a copy of this tutorial

There are two ways to do this:

  • [Recommended] If you’re familiar with git, clone this repository either via the web interface, a GUI such as GitKraken, or the command line:

git clone
  • [Alternative] If you’re not familiar with git, you can also download a copy of these files via the buttons on the left.

2. Setup your Nextstrain environment

Create a Nextstrain conda environment with augur and auspice installed. If you do not have conda installed already, see our full installation instructions for more details. If you are running Windows, see our documentation about setting up the Windows Subsystem for Linux (WSL).

curl --compressed -o nextstrain.yml
conda env create -f nextstrain.yml
conda activate nextstrain
npm install --global auspice

3. Run a basic analysis with example data

Run a basic workflow with example data, to confirm that your Nextstrain environment is properly configured. First, change into the ncov repository’s directory.

cd ncov

Then, uncompress the example sequence data we include in the repository.

gzip -d -c data/example_sequences.fasta.gz > data/example_sequences.fasta

Finally, run the basic workflow with these example data.

snakemake --cores 4 --profile ./my_profiles/getting_started

The getting_started profile produces a minimal global phylogeny for visualization in auspice. This workflow should complete in about 5 minutes on a MacBook Pro (2.7 GHz Intel Core i5) with four cores.

4. Visualize the phylogeny for example data

Go to in your browser. Drag and drop the JSON file auspice/ncov_global.json anywhere on the landing page, to visualize the resulting phylogeny.

Advanced reading: considerations for keeping a ‘Location Build’ up-to-date

Note: we’ll walk through what each of the referenced files does shortly

Keeping data updated

If you are aiming to create a public health build for a state, division, or area of interest, you likely want to keep your analysis up-to-date easily. If your run contains contextual subsampling (sequences from outside of your focal area), you should first ensure that you regularly download the latest sequences as input, then re-run the build. This way, you always have a build that reflects the most recent SARS-CoV-2 information.

Keeping your workflow updated

You should also aim to keep this ncov repository updated. If you’ve clone the repository from Github, this is done by running git pull. This downloads any changes that we have made to the repository to your own computer. In particular, we add new colors and latitute & longitude information regularly - these should match the new sequences you download, so that you don’t need to add this information yourself.

If you don’t need to share the contents of my_profiles (the files that parameterize your specific analysis) with anyone, then you can leave this in the ./my_profiles/ folder. It won’t be changed when you git pull for the latest information.

However, if you want to share your profile, you’ll need to adopt one of the following solutions. First, you can ‘fork’ the entire ncov repository, which means you have your own copy of the repository. You can then add your profile files to the repository and anyone else can download them as part of your ‘fork’ of the repository. Note that if you do this, you should ensure you pull regularly from the original ncov repository to keep it up-to-date.

Alternatively, you can create a new, separate repository to hold your my_profiles files, outside of the ncov repository. You can then share this repository with others, and it’s straightforward to keep ncov up to date, as you don’t change it at all. If doing this, it can be easiest to create a my_profiles folder and imitate the structure found in the ./my_profiles folder , but this isn’t required. Note that to run the build you’ll need still run the snakemake command from within the ncov repository, but specify that the build you want is outside that folder.

For the south-usa-sarscov2 example, you can see the south-central build set up in a profiles folder. To run this, one would call the following from within ncov:

snakemake --cores 1 --profile ../south-usa-sarscov2/profiles/south-central/