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Formatting information: Chapter 1 — Installing and

Formatting information

A beginner's introduction to typesetting with LATEX

Chapter 1 — Installing and

Peter Flynn

Silmaril Consultants
Textual Therapy Division


v. 3.6 (March 2005)

Contents

Introduction
Foreword
Preface
  1. Installing TEX and LATEX
  2. Using your editor to create documents
  3. Basic document structures
  4. Typesetting, viewing and printing
  5. CTAN, packages, and online help
  6. Other document structures
  7. Textual tools
  8. Fonts and layouts
  9. Programmability (macros)
  10. Compatibility with other systems
  1. Configuring TEX search paths
  2. TEX Users Group membership
  3. The ASCII character set
  4. GNU Free Documentation License
References
Index

This edition of Formatting Information was prompted by the generous help I have received from TEX users too numerous to mention individually. Shortly after TUGboat published the November 2003 edition, I was reminded by a spate of email of the fragility of documentation for a system like LATEX which is constantly under development. There have been revisions to packages; issues of new distributions, new tools, and new interfaces; new books and other new documents; corrections to my own errors; suggestions for rewording; and in one or two cases mild abuse for having omitted package X which the author felt to be indispensable to users. ¶ I am grateful as always to the people who sent me corrections and suggestions for improvement. Please keep them coming: only this way can this book reflect what people want to learn. The same limitation still applies, however: no mathematics, as there are already a dozen or more excellent books on the market — as well as other online documents — dealing with mathematical typesetting in TEX and LATEX in finer and better detail than I am capable of. ¶ The structure remains the same, but I have revised and rephrased a lot of material, especially in the earlier chapters where a new user cannot be expected yet to have acquired any depth of knowledge. Many of the screenshots have been updated, and most of the examples and code fragments have been retested. ¶ As I was finishing this edition, I was asked to review an article for The PracTEX Journal, which grew out of the Practical TEX Conference in 2004. The author specifically took the writers of documentation to task for failing to explain things more clearly, and as I read more, I found myself agreeing, and resolving to clear up some specific problems areas as far as possible. It is very difficult for people who write technical documentation to remember how they struggled to learn what has now become a familiar system. So much of what we do is second nature, and a lot of it actually has nothing to do with the software, but more with the way in which we view and approach information, and the general level of knowledge of computing. If I have obscured something by making unreasonable assumptions about your knowledge, please let me know so that I can correct it.

Peter Flynn is author of The HTML Handbook and Understanding SGML and XML Tools, and editor of The XML FAQ.

CHAPTER
1

 

Installing TEX and LATEX

 

  1. Editing and display
  2. Installation for Linux and Unix
  3. Installation for Apple Mac
  4. Installation for Microsoft Windows
ToC

This course is based on using one of the following distributions of TEX on the 2004 TEX Collection DVD or the 2003 TEX Live CD:

teTEX

for Linux and other Unix-like systems, including Mac OS X (Thomas Esser);

proTEXt

for Microsoft Windows (Thomas Feuerstack), based on Christian Schenk's MikTEX;

fpTEX

for Microsoft Windows (Fabrice Popineau) from the 2003 TEX Live CD.

Many other implementations of TEX, such as Tom Kiffe's CMacTEX for the Apple Macintosh, can be downloaded from CTAN. LATEX is included with all modern distributions of TEX.

The TEX Collection CD is issued annually on behalf of most of the local TEX user groups around the world (see http://www.tug.org/lugs.html for addresses), and edited by Sebastian Rahtz, Karl Berry, Manfred Lotz, and the authors of the software mentioned above. These people give an enormous amount of their personal time and energy to building and distributing these systems, and they deserve the thanks and support of the user community for all they do.

There are many other distributions of LATEX both free and commercial, as described in this Introduction: they all process LATEX identically, but there are some differences in size, speed, packaging, and (in the case of commercial distributions) price, support, and extra software provided.

One final thing before we start: publicly-maintained software like TEX is updated faster than commercial software, so always check to see if there is a more recent version of the installation. See the item ‘Use the latest versions’ in section 1.4.3 for more details.

ToC1.1 Editing and display

When you install LATEX you will have the opportunity to decide a) which plain-text editor[s] you want to use to create and maintain your documents; and b) which preview programs you want to use to see your typesetting. This isn't much use to you if you're unfamiliar with editors and previewers, so have a look at the table below, and maybe flip ahead to section 2.3 for a moment, where there are descriptions and screenshots.

The best bet is probably to install more than one — if you've got the disk space — or maybe all of them, because you can always delete the ones you don't like.

Editors

There is a wide range of editors available: probably no other piece of software causes more flame-wars in Internet and other discussions than your choice of editor. It's a highly personal choice, so feel free to pick the one you like. My personal biases are probably revealed below, so feel equally free to ignore them.

Previewers

For displaying your typesetting before printing, you will need a previewer. All systems come with a DVI previewer for standard LATEX, but if you are intending to produce industry-standard PostScript or PDF (Adobe Acrobat) files you will need a previewer for those formats. GSview displays both PostScript and PDF files; xpdf and Adobe's own Acrobat Reader just display PDF files.

For brief details of some of the most popular editors used for LATEX, see section 2.3.

!!!   Additional downloads

For licensing reasons, the GSview PostScript/PDF previewer, the Acrobat Reader PDF previewer, and the WinEdt editor could not be distributed on the 2003 CDs. In those cases you have to download and install them separately.

ToC1.2 Installation for Linux and Unix

Make sure your system libraries and utilities are up to date. If you are using Red Hat Linux, use yum or up2date to download and install updates. For Debian and other distributions, use apt-get or similar. On Red Hat systems, remove any RPM version of teTEX and associated utilities which may have been preinstalled, in order to avoid version conflicts.

If you are installing TEX Live to a new partition, and you have the opportunity to reformat the partition before use, use mkfs with a granularity as small as it will go (usually 1024 bytes). This avoids the partition running out of inodes because TEX uses very large numbers of very small files.

Plan the installation carefully if you are installing for multiple users (a shared machine): read section 5.2 for some comments on where to put additional files downloaded later, and see the FAQ on the same topic at http://www.tex.ac.uk/cgi-bin/texfaq2html?label=wherefiles

Above all, Read The Fine Manual (RTFM). The documentation is in live.html and live.pdf on the disk in the directory texlive2004/texmf-doc/doc/english/texlive-en/

# cd /mnt/cdrom/texlive2004
# sh install-tl.sh
      

The installer runs in a shell window, so it can be done even from headless systems (those with no X Window client), but it does need to be installed as root if you want to stick with the default directory locations or install it system-wide for multiple users. To install, just type the commands shown above.

The options are mostly self-explanatory, and beginners should pick the recommended scheme and leave all other settings at their defaults. The character-driven interface lets you browse around the settings changing things and looking at options before you commit to installing anything.


Figure 1.2The Unix installation program
==================> TeX Live installation procedure <=================

===> Note: Letters/digits in <angle brackets> indicate menu items <===
===>       for commands or configurable options                   <===

    Proposed platform: Intel x86 with GNU/Linux
    <P> over-ride system detection and choose platform
    <B> binary systems:         1 out of 10
    <S> Installation scheme (scheme_recommended)
    [customizing installation scheme:
       <C> standard collections   <L> language collections]
    20 out of 75, disk space required: 246857 kB
    <D> directories:
      TEXDIR      (The main TeX directory)        : /usr/TeX
      TEXMFLOCAL  (Directory for local styles etc): /usr/TeX/texmf-local
      VARTEXMF    (Directory for local config)    : /usr/TeX/texmf-var
    <O> options:
       [ ] alternate directory for generated fonts ()
       [ ] create symlinks in standard directories
       [ ] do not install macro/font doc tree
       [ ] do not install macro/font source tree
    <R> do not install files, set up to run off CD or DVD
    <I> start installation
    <H> help,  <Q> quit

Enter command:
          

‘Collections’ (the C and L options) are groups of LATEX packages that you can include or exclude. It's best to leave this alone unless you know you need something specific. The only options I sometimes set are under O: the ‘alternate directory for generated fonts’ may need to be on a different partition for performance reasons on a shared system; and I always select ‘create symlinks in standard directories’ so that the system works immediately after the post-installation configuration (after installation, run texconfig to adjust your local settings.

Note that the Linux/Unix installation does not install any editors: it is assumed you can do this yourself from your distribution's standard package system (most likely you will already be using Emacs or vi anyway).

ToC1.3 Installation for Apple Mac

This is exactly the same interface as for the Linux/Unix installation. You need the bash shell (see the warning in the manual for users of older systems).

There is a choice of graphical editors for the Mac: two are included on the DVD, TEXShop and ITEXMac, but they need to be installed separately, after installing TEX.

ToC1.4 Installation for Microsoft Windows

Before you install TEX, make sure you have enough disk space: the default installation takes about 350Mb on a modern filesystem. The installation assumes you have a fully updated version of Windows, so visit the Microsoft Web site first (http://www.microsoft.com/) and click on Windows Update. Select and install all the relevant updates for your operating system (Windows 95, 98, ME, 2000, NT, or XP). You should be doing this regularly anyway, to keep your system healthy. You may want to run ScanDisk and give your hard disks a full surface check. TEX consists of a very large number of quite small files, so it's important that your disk is in good order.

When you insert the distribution DVD or CD, it should start the setup program automatically. If you have auto-run turned off, open My Computer, double-click on the DVD or CD drive, and then double-click Autorun to start the setup program.1

  1. Some builds of Windows seem to have a bug that stops Autorun starting the installation. In that case (for the TEX Collection 2004 DVD) double-click Setup.exe instead, or (for the TEX Collection 2003 CD) go to the tpm folder and double-click on TeXSetup.exe.

ToC1.4.1 proTEXt (TEX Collection 2004)

For proTEXt from the TEX Collection DVD, follow the instructions in the PDF documentation which opens automatically when you start the setup.

The documentation contains links (in large blue type) that you click on in sequence to run the installation process. (This is actually very good: everything worked first time when I did it on XP.) Basically, you need to install aMIKTEX; beither WinEdt (with or without some of its add-ons) or TEXnicCenter; and cGhostScript and GSview.

!!!You only need to install items step 3 to step 5 if you install WinEdt.

  1. Install MIKTEX

    proTEXt uses the MIKTEX distribution as its core, a long-established and popular distribution for Windows.

  2. Install WinEdt

    This is optional: it's a good editor, especially for the heavy user of a MIKTEX-based system. This is a free month's trial — after that it reminds you to cough up and register.

  3. Install the WinEdt New LATEX Document Interface

    Optional again, and only applicable if you installed WinEdt anyway. It lets you save commonly-used document settings for use in other documents of the same type.

  4. Install the WinEdt Graphics Interface

    Another optional add-on for WinEdt to provide drag-and-drop graphics insertion.

  5. Install the WinEdt Table Designer

    Last optional add-on for WinEdt, providing a new table editor.

  6. Install TEXnicCenter

    This is a free equivalent to WinEdt. The interface is slightly different (see Figure 1.2) but it is becoming very popular.

  7. Install GhostScript and GSview

    These are essential for viewing the PostScript and PDF output, especially if you don't have any other PDF viewer installed.

You get a choice of editors, but the one which features in proTEXt is TEXnicCenter. This is an Integrated Development Environment (IDE) which lets you manage all the files related to each document. In many cases, of course, you'll only have one (the text itself) but if you are working with anything beyond simple articles, you'll probably have illustrations (images or diagrams), and possibly separate chapter files for larger documents, plus indexes, glossaries, bibliographies, etc. I recommend that you create a new project for each new document, even if it's a single-file article, as I did for the example in Figure 1.2.

ToC1.4.2 TEX Live (TEX Collection 2003)

    Once the installation program is running:
  1. LATEX

    Install LATEX itself from the TeXLive SoftwareInstall on Hard Disk menu. If you're new to LATEX, pick Quick Install on the following screen. This gives you everything you need to get started, and doesn't ask any questions, it just installs it all straight away.

    If you're installing under Windows NT, 2000, or XP, you may want to click on the option to install for all users if you have other users on your system.

    If you want to use Emacs as your editor, click the option for XemTEX Support.2

  2. Emacs

    After installation, right-click and drag Xemacs.exe from the C:\Program Files\TeXLive\bin\win32 folder out onto your desktop and let go, then pick ‘Create Shortcut’. This places Emacs on your desktop for easy access.

  3. WinShell and WinEdt

    If you want to install WinShell, run the installer program in the support/winshell directory. For WinEdt you must go to their Web site (http://www.winedt.com/) for a downloadable version.

    You don't have to install just one editor: if you've got the space, install them all so you can try them out. You can always uninstall the ones you don't want afterwards.

  4. GSView

    Ghostscript is installed automatically, but for GSView you need to go to http://www.cs.wisc.edu/~ghost/gsview/, and download the most recent version.

    If you use GSView, please register your copy with Ghostgum, Pty. (http://www.ghostgum.com.au/).

!!!Please read the TEX Live update pages at http://www.tug.org/texlive/bugs.html for details of any changes since the disks were released, and download and install any additional software required.

  1. Note this unfortunate choice of name is nothing to do with Eberhard Matthes' MS-DOS implementation of TEX called emTEX — the ‘Xem’ is short for Xemacs.

ToC1.4.3 Installation problems

It's always annoying when a program that's supposed to install painlessly causes trouble, and none the more so when everyone else seems to have been able to install it without problems. I've installed TEX hundreds of times and very rarely had any difficulties, but these are a few of the occasions when I did.

Bad hard disks

As recommended in section 1.4, run a scan and defragmentation of your hard disk[s] before you start. It should take under an hour on a modern machine unless you have a very large disk, and it may need overnight on an older machine. Clean your CD or DVD drive if it's been in heavy use. TEX uses a very large number of very small files, so there is a lot of disk activity during an installation. As also recommended in section 1.2, if you have the chance to reformat the hard disk, pick the smallest granularity (cluster size) possible.

Registry errors

This only affects Microsoft Windows users. The Registry is where Microsoft want software companies automatically to store details of all the programs you install. Unfortunately the Registry is grossly abused by marketing departments to try and foist undesirable links on you, the user. You will see this with many commercial programs, where a particular type of file you've been able to double-click on for years suddenly runs a different program. Some programs install obsolete or broken copies of program libraries (DLL files), overwriting ones which were working perfectly. Worse, the viruses, trojans, and worms which typically infect unprotected Windows systems can leave unwanted links to web pages, or change some of the ways in which Windows operates. The overall effect can be that the whole machine slows down, or that files which are expected to do one thing do another. The best solution is a thorough Registry clean-out, using one of the many programs available for the purpose.

Use the latest versions

Before installing, check the CTAN web site (http://www.ctan.org/ for any updated copy of the installation program. This is called install-tl.sh for Linux and Mac systems, and Setup.exe for Microsoft Windows (on the TEX Collection 2003 CD it was called TeXSetup.exe). Just occasionally a bug slips through onto the production CD or DVD, and although it's always fixed and notified on comp.text.tex, that's a high-volume newsgroup and even the sharpest eyes may miss an announcement.

Stick to the defaults

Unless you're a computer scientist or a software engineer, I suggest you never change or fiddle with the default directories for installation. I know some of them look odd, but they're that way for a purpose, especially when it comes to avoiding directories will spaces in their names, like the notorious C:\Program Files. Although most modern systems cope happily with spaces in filenames and directory names, they are usually A Bad Design Idea, and should be avoided like the plague (spaces are forbidden in web addresses for the same reason: the people who designed them knew the pitfalls). It may look snazzier to put the installation in My Cute Stuff, but please don't: you'll just make it harder to find, harder to fix problems, and more embarrassing if you have to explain it to someone else trying to help you.


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