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A
Installation

TEX Live installs on all modern desktop, laptop, and server

platforms. You can get a copy of the TUG DVD from your
local TEX user group or another TUG member; or you can
download the platform distribution you need from the TUG
web site at tug.org; or you can download the ISO image
at tug.org/texlive/acquire-iso.html and burn your own
DVD. All the individual platform distributions are available from
CTAN in www.ctan.org/tex-archive/systems/.
This course is based on using one of the following distribu-
tions of TEX:

TEX Live : for all Unix & GNU/Linux systems including Apple
Macintosh OS X, and for Microsoft Windows;
TEX Live is also available specially packaged for installation
on Linux systems through the Linux repositories for each
system.

MiKTEXt : for Microsoft Windows by Christian Schenk, which

includes the TEXStudio editor, Ghostscript, and GSview;

MacTEX : for Apple Macs running OS X. MacTEX includes the

TEXshop editor.

LATEX is included with all distributions of TEX.


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APPENDIX A. INSTALLATION

The TEX Collection DVD is issued annually by TUG in conjunction

with many of the local TEX user groups around the world (see
www.tug.org/lugs.html for addresses), and edited by Karl
Berry (TEX Live), Richard Koch (MacTEX), Manfred Lotz (CTAN),
and Christian Schenk (MiKTEX). 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. A special debt
is owed to the dedication of the late Sebastian Rahtz, one of the
prime movers in TUG, the TEX Collection, and the support of TEX
and LATEX for many decades.
There was also a selection of commercial distributions you
could buy, as described in ‘Commercial implementations’ on
page xxxviii, and while they are no longer available for sale, many
are still in widespread use: they all process LATEX identically, but
there are some differences in size, speed, packaging, installation,
support, and extra software provided.

A.1 Size and space

A full installation of TEX Live (eg the TUG CD image or the
texlive-full Linux package) is just over 7.5GB, but there are two
much smaller but more limited variants, ‘scheme-basic’ and
‘scheme-small’. These contain the programs, fonts, and a small
subset of classes and packages, but you can download anything
else you need from CTAN.

Scheme-full : At 7.5GB, this includes all the programs, classes,

packages, support and ancillary files, 500+ typeface families,
and support for hundreds of languages including Chinese,
Japanese, and Korean (CJK), Hebrew, Arabic, and many
others — enough to support typesetting any document in
(more or less) any script anywhere in the world.

Scheme-small : If all you want to do is typeset a math papers,

you can use scheme-small (BasicTEX) which is about 550MB.
Admittedly still not tiny, but plausible nowadays even on
fairly small machines.

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Scheme-basic : The most minimal scheme including LATEX is

scheme-basic, some 265MB. Perfectly capable of typesetting
straightforward documents, but of course lacks almost
all add-on packages, say, revtex, which is included in
scheme-small.

You can select the scheme on the command line invocation of

install-tl by typing one of the scheme (-s) options:

install-tl -s small
install-tl -s basic

This can be more convenient than doing it via the menus.

If you cannot install TEX at all (for example, your computer
is corporate issue and locked down to prevent software being
installed), there are several interactive online systems available
such as Overleaf (formerly known as ShareLATEX), Papeeria, and
Authorea. These systems have an edit window and a PDF window,
just like an installed system, and they all run LATEX exactly as if it
was installed on your desktop.
One final thing before we start: always check to see if there
is a more recent version of the installation program online. See
the list item ‘Use the latest versions’ section A.5 on page 280 for
more details.

A.2 Installing the software

A.2.1 Unix and GNU/Linux
Users of modern GNU/Linux systems may not even need the TEX
Collection DVD, as TEX installation packages are available online,
built into the package manager for your system (see the Note on
p. xxxvdvdordeb).>
If your system has a graphical package manager (eg Synaptic or
Software, see above), run it and install texlive-full (Ubuntu
etc) or texlive-scheme-full (Red Hat etc), ghostscript, gv,
okular, biber, kile (or texstudio or emacs), and jabref.
Some of them may already be installed on your system. Go

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APPENDIX A. INSTALLATION

Package managers

If you pick the ‘full’ option when you installed TEX, you will have
pretty much everything there is already installed.
Some distributions of LATEX like MiKTEX (Windows) can recognise
when you try to use a new or updated class or package in your
document that isn’t installed, and automatically download and
install it for you right there and then, and carry on compiling
your document.
Others like TEX Live and MacTEX have a separate package man-
ager (tlmgr) which can be used to add classes and packages if
you find you need them.

Figure A.1 – Installing TEX Live from Synaptic, an Ubuntu package

manager

and have a cup of coffee while they automatically install all the
necessary components.
The Ubuntu Software Centre only allows one package to be
installed at a time, so you may prefer to use a typed command
in a console window (other Linux users may prefer this
approach anyway). The command name varies from distribution
to distribution; but two common ones are apt (Ubuntu) and
dnf (Red Hat):


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sudo apt install texlive-full biber ghostscript gv \

okular biber kile texstudio emacs jabref
sudo dnf install texlive-scheme-full biber ghostscript gv \
okular biber kile texstudio emacs jabref

Unfortunately, the Okular and Evince PDF/DVI viewers have

cumbersome interfaces: Okular prematurely replaced two older
and much better-designed viewers, kdvi and kpdf ; but you could
install qpdfview instead, which is faster and lighter.

Unix and GNU/Linux installers

I strongly recommend this method for most GNU/Linux users.

You should only need to install from the TEX Collection DVD if you
are using an older, hand-built, or commercial Unix system which
has no package manager, or where the version provided by the
package manager is seriously out of date.
The date of the version can be a drawback: the Linux repository
versions of TEX Live can be up to a year out of date, because of
the enormous volunteer effort required to put them together.
For new users this should not be a concern, as most updates
do not seriously affect core facilities. If there are very recently-
updated packages you badly need, you can install them separ-
ately, using the instructions in section 3.2 on page 70.
If you do decide to switch to the TEX Live DVD or download, make
sure you completely uninstall and purge the texlive-full or
texlive-scheme-full package first, otherwise your system
will get hopelessly confused. This will leave your system in a
conflicted state, because to preserve dependencies it will want
to uninstall all the packages above that depend on TEX. The solu-
tion is a ‘shim’ Debian package that pretends that the Debian
distribution of TEX Live is still installed, while actually using the
DVD-installed version.

After installation, run texconfig (see below) in a terminal

window to adjust your local settings. This is a console utility,
so type texconfig just to adjust your own personal settings, or

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sudo texconfig to adjust them system-wide (for all users). In

the utility, use the arrow keys to go up and down the options,
and the TAB key to jump to (and switch between) the OK , Cancel
, and other ‘buttons’ at the foot of the screen. The spacebar
or the key selects a menu item or button. Most settings
are correct as installed, but you might want to change one of
the following:

f the first option, DEST, lets you specify whether you normally
want to print straight onto the printer, or ‘print’ into a file
(to attach to email or upload somewhere);

f the default paper size (the PAPER option), if the installed size
is not your most common one (A4 or Letter);

f the printer resolution (the MODE option), where you can

adjust your printer settings; this allows you to fine-tune it
for, say, a typesetter that you want to send output to instead
of your own printer;

f in the DVIPS option you can adjust your printer OFFSET (left
and top margins), which is useful for older, less accurate
printers.

You may also need the REHASH option later on. It is used to update
TEX’s fast-find database (see step 4. on page 77) on multiuser shared
systems after adding new or updated packages.
If your printer is a conventional home or office ink-jet or
laser printer, and is not shown, the LaserJet5 setting (600dpi) is
probably a good bet. While still in the utility, you can test the
margin settings in another window by running the testpage.
tex document through LATEX (by typing latex testpage and
responding to the questions about paper size and double-sided
printing). Print the resulting .dvi file with the command
dvips -f testpage | lpr and adjust the margins in texconfig
if necessary. These adjustments are not usually needed with
PDF output.

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A.2. INSTALLING THE SOFTWARE

Figure A.2 – Running the post-installation program texconfig

A.2.2 Apple Mac OS X

Double-click the MacTeX-yyyy-DVD.mpkg package in the mactex
folder of the TEX Collection DVD (replace the yyyy with the year
of your distribution as shown on the DVD sleeve). Install the
package in the normal Mac way by dragging the package icon
onto the hard disk icon.
If you don’t have the DVD, download the MacTeX.pkg package
from tug.org/mactex/mactex-download.html and click it in
your Downloads to start the installation.
Depending on how your Mac is set up, you may be asked
to download and install the developer tools during the TEX
installation. Do so.
When it’s all finished, open your Applications folder in the
Finder and go to the TEX subfolder and drag TEXshop out onto
your Dock. TEXshop is the editor supplied with MacTEX which you
use for writing your documents.
If you are going to use Adobe Acrobat Reader instead of Preview,
make sure you clear the font cache and set the resolution
to the system default (112dpi) otherwise you may get very
weird displays.
If you are using the El Capitan version of the operating system,
it is possible that TEXshop will not recognise the folder where
MacTEX installed the system. If you get an error claiming your

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preferred LATEX engine does not exist in /usr/texbin, then use

the TEXshop Preferences Engine menu to change the first Path
Setting to /Library/TeX/texbin.
If you are unused to installing Mac software, here’s a click-
by-click guide:

A.2.2.1 Download the MacTEX installer

1. In the TEX Users

Group web page for
MacTEX at
tug.org/mactex,
click on MacTEX
Download

2. Click on the
MacTeX.pkg link to
download the
installer

3. The installer will be

downloaded into
your Downloads
area


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A.2. INSTALLING THE SOFTWARE

A.2.2.2 Running the installer

1. Click on the
Downloads icon to
see the package
and click on it to
start installation

2. The Introduction
screen explains
what to do

3. The ReadMe screen

lists what will be
installed


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APPENDIX A. INSTALLATION

4. The License screen

explains your rights:
read it

5. Click Agree to
continue

6. The Destination
screen lets you
choose where to
install. Normally
you want to install
for all users, even if
you are the only
user on the
machine


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A.2. INSTALLING THE SOFTWARE

7. Pick the Standard

Installation

8. Wait while the files

are installed

9. Install the
developer tools (this
step will not occur if
you have them
already installed)


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10. Agree to the

developer tools
license

11. The installer will

check the location
of the developer
tools

12. The developer

software will be
installed


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A.2. INSTALLING THE SOFTWARE

13. The MacTEX

installation scripts
will be run

14. The developer

software installation
will continue

15. The MacTEX installer

will complete


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APPENDIX A. INSTALLATION

16. You can now

dispose of the
installer package

A.2.2.3 Move the TEXShop editor into the Dock

1. Open the Finder

and locate the TeX
folder in
Applications. In it is
the TEXShop
application

2. Drag and drop the

TEXShop application
into your Dock

A.2.2.4 Testing MacTEX

\documentclass{article}
\begin{document}
Hello, World!
\end{document}

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A.2. INSTALLING THE SOFTWARE

1. Click TEXShop in the

Dock to open it.
Type the 4–line
document as shown
above

2. Set the LATEX

processor to XELATEX
in the drop-down
menu and click
Typeset . You will be
asked to name and
save the document:
type a name, check
the Encoding is set
to UTF-8, and click
Save

3. The processing log

will record what
LATEX does (this is
also where any
error messages get
shown)


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APPENDIX A. INSTALLATION

Figure A.3 – The ProTEXt setup program on the TEX Collection DVD

4. The typeset
document is shown
in a Preview window

A.2.3 Microsoft Windows

You can install MiKTEX from the TEX Collection DVD or by
download from the MiKTEX web site.
A.2.3.1 Installing from the DVD with Autorun turned on
If your system has auto-run enabled, inserting the TEX Collection
DVD should start the setup program automatically. Click on the
Open proTeXt button to start. Continue from below below.
If your system has auto-run turned off, insert the DVD, go to the
protext folder, and double-click on the Setup.exe program as
shown in below. Continue from below below.
A.2.3.2 Downloading the ProTEXt installation program
Skip this if you have the TEX Collection DVD and go straight to
section A.2.3.5 on page 260

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A.2. INSTALLING THE SOFTWARE

1. In the TEX Users

Group web page for
proTEXt at tug.
org/protext/,
click on download
the self-extracting
protext.exe file

2. Click on the
protext.exe link to
download the
installer

3. The installer will be

downloaded into
your Downloads
area


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APPENDIX A. INSTALLATION

4. When it has finished

downloading, wait
while it is checked
for malware. When
the Run button
appears, click it to
start installation.
You may be
challenged by
Windows Security
asking if it is OK to
run this program.
Answer Yes

A.2.3.3 Extracting the installation files

1. The first thing is to

extract the
installation files.
Click on Browse to
pick a folder


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A.2. INSTALLING THE SOFTWARE

2. Choose your
Downloads folder
and click OK

3. Click Extract to start

extracting the
installation files

4. The installation files

will be unpacked to
the folder you chose


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A.2.3.4 Locating your unpacked installation files

1. When unpacking
has finished, run
your File Explorer.
In older versions of
Windows, this was
called My Computer
or just Computer

2. Go to the folder
where you
unpacked the
installation files and
double-click on
Setup.exe

A.2.3.5 Installing proTEXt

By now you should be able to double-click the Setup.exe

program in the proTeXt folder.

1. In the ProTEXt setup

window, select your
language and click
on the MiKTEX Install
button


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A.2. INSTALLING THE SOFTWARE

2. Click in the box to

accept the MiKTEX
licence and click
Next to continue

3. Make sure the

Complete MiKTEX
option is selected
and click Next to
continue

4. Choose a private
installation or one
that everyone who
uses your computer
can use, and click
Next to continue


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5. Accept the
installation folder
that MikTEX
suggests (unless
you are an expert or
have a special disk
setup) and click
Next to continue

6. In the Options
screen, select your
paper size (A4 or US
Letter), and
whether or not you
want extra
packages to be
downloaded and
installed
automatically (Yes
or No) — on a
laptop where a
network connection
is not always
present, choose ‘Ask
first’ instead, then
click Next to
continue


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A.2. INSTALLING THE SOFTWARE

7. Finally, accept the

settings as shown
(or change them by
clicking Back ), and
then click Start to
start the installation
process

8. During installation,
MiKTEX will list the
files it is installing
and show a
progress bar

9. When it is all done,

wait while it indexes
your fonts, then
click Finish


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10. Click Close to finish

the installation of
MiKTEX

A.2.3.6 Installing TEXStudio

1. Go back to the
ProTEXt setup
window and click on
the TEXStudio Install
button

2. The TEXStudio
installation
program will start
and ask you to
select the language
to use during
installation and click
OK to continue


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A.2. INSTALLING THE SOFTWARE

3. Click Next in the

following screen to
continue

4. Accept the
installation folder
that TEXStudio
suggests (unless
you are an expert or
have a special disk
setup) and click
Next to continue

5. Also accept the

suggested location
for the TEXStudio
shortcut and click
Next to continue


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6. Add icons to your

desktop and Quick
Launch bar by
selecting the boxes,
then click Next to
continue

7. Finally, accept the

settings as shown
(or change them by
clicking Back ), and
then click Install to
start the installation
process

8. Wait a few
moments while
TEXStudio installs


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A.2. INSTALLING THE SOFTWARE

9. When it is all done,

click Finish and
TEXStudio will start

10. Close down the

installer

A.2.3.7 Verifying the version of TEXStudio

1. If there is a new
version available,
you will be notified.
You download it
from the TEXStudio
web site at
texstudio.org/
as described below


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2. If TEXStudio claims it
cannot find the
installation of LATEX,
it is out of date and
should be replaced
by an updated
version from their
web site as
described here

3. Download a new
version from the
TEXStudio web site at
texstudio.org/.
Click on
Download now to get
the latest version

4. Downloading a new
version of TEXStudio


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A.2. INSTALLING THE SOFTWARE

5. When the download

has finished, click
Run

Continue the procedure from step 2. on page 264.

A.2.3.8 Testing TEXStudio

\documentclass{article}
\begin{document}
Hello, World!
\end{document}

1. When TEXStudio
runs, click File New
and type the 4–line
document as shown
above

2. Click the Options

Configure TeXStudio
menu and set the
processor (Default
Compiler) to XELATEX


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3. Typeset the
document by
clicking on the
green double-arrow
icon (Build & View)

4. Shortcuts make life

simpler

One last thing to do: add a Personal TEX Directory for extra
downloads such as additional fonts.
MiKTEX and TEXnicCenter

If you plan on using the TEXnicCenter editor instead of TEXStudio,

you must make sure when you install MiKTEX, that you make
a careful note of the folder you install MiKTEX into because
you will need that later, when you run TEXnicCenter for the
first time after installation. It should be something like
C:\Program Files\MiKTeX 2.9\miktex\bin (or a later
version number, if this has moved on since the time or writing).
You need to know this, because TEXnicCenter won’t guess it for you.


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A.3. YOUR PERSONAL TEX DIRECTORY

A.3 Your Personal TEX Directory

There are always new packages coming out, and others being
updated. There are also times when you may want to add a new
or uncommon class or package by hand — perhaps a private one
from a company or organisation (so LATEX and CTAN won’t know
about it), or even one you are writing yourself.
To do this, you need a place to put the files where they won’t
get mixed up with your documents or with TEX’s own files. This is
the ‘The Right Place’ to put files mentioned in step 3. on page 76,
and it’s known as your Personal TEX Directory (PTD) or Personal
TEX Folder (PTF).
LATEX will automatically check this place first for classes and
packages, so anything you put in your Personal TEX Directory
will be found before any file of the same name in your main TEX
installation. This is why it’s important for manual updates, and for
special or private classes, packages, styles, and fonts.
The folder is called texmf (short for TEX and METAFONT), and
it goes in your home or login directory. On Unix & GNU/Linux
systems, including Apple Macintosh OS X, and on TEX Live systems
on Microsoft Windows, you just need to create the folder. In
MiKTEX and ProTEXt you need to tell MiKTEX where it is (see
section A.3 on page 274).
Creating a Personal TEX Directory
Unix and GNU/Linux : You can either use the terminal or the file
manager:

Either : open a terminal (console) window and type

mkdir ~/texmf

Or : use a file-manager:
1. Open a file-manager window (eg Thunar, Nautilus,
Dolphin, etc) on your Home directory;
2. Right-click in an empty area of your Home directory
so the menu dialog appears;
3. Click Create New Folder ;

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4. Type the new folder name texmf;

5. Press the key;
6. Close the file-manager.
Now create the TDS subdirectory structure : At the barest
minimum, you MUST create the directory and sub-
directory tex/latex inside your new Personal TEX
Directory (PTD).
If you want to recreate the entire subdirectory tree,
there are instructions in section 3.2.3 on page 80.
Apple Mac OS X : You can either use the terminal or the file
manager:

Either : open a Terminal window (find Terminal in Applications

Utilities or type Terminal into Spotlight) and type

mkdir ~/Library/texmf

Or : use the Finder:

1. Open the Finder on your Home folder;
2. Click on View As Columns ;

3. Click on View Show View Options and in the Options

dialog which appears, make sure that
Show Library Folder is checked, then close the dialog
window and select Library in the list of folders;
4. Click File New Folder ;
5. Name the new folder texmf;
6. Close the Finder.
Now create the TDS subdirectory structure : At the barest
minimum, you MUST create the directory and sub-
directory tex/latex inside your new Personal TEX
Directory (PTD).
If you want to recreate the entire subdirectory tree,
there are instructions in section 3.2.3 on page 80.
Microsoft Windows : You can either use the terminal or the file
manager:

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A.3. YOUR PERSONAL TEX DIRECTORY

Either : open a Command window (find Command in

All Programs ) and type

cd %USERPROFILE%
md texmf

On older Windows systems (7/8/95/XP/ME) use %HOME%

instead of %USERPROFILE%.
Or : use the directory manager:
1. Open My Computer (just called Computer in older
Windows systems);
2. Create a new subfolder called texmf
f in the C: drive (older Windows).
f in
Computer\System\Users\your name\texmf
(Win 7/8).
f in C:\Users\your name\texmf (Win 10 and
up).

3. Type in the new folder name texmf (make sure it is

called texmf in all lowercase) and press the key.
If Windows makes the T capital, change it to
lowercase t.
Now create the TDS subfolder structure : At the barest mi-
nimum, you MUST create the folder and subfolder
tex/latex inside your new Personal TEX Directory (PTD).

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APPENDIX A. INSTALLATION

If you want to recreate the entire subdirectory tree,

there are instructions in section 3.2.3 on page 80 which
can be adapted for Windows systems.

Finally…if you use MiKTEX or ProTEXt

If you use MiKTEX or ProTEXt you MUST now tell MiKTEX to

add this folder to its File Name Database (FNDB). This step
is compulsory: without it, nothing will work.

1. Click the Start or Windows button and run the MiKTEX

Options (maintenance) program (it should be shown
among your recent programs).

2. Click the Roots tab and the Add button, and navigate in
the window to the place where you created the texmf
folder above

3. Click on the General tab and tell MiKTEX to update its

FNDB along with its other folders by clicking the
Refresh FNDB button ( below)


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A.4. INSTALLING NEW FONTS

Warning

In MiKTEX you MUST click on the Refresh FNDB button any time you
make changes to the contents of your Personal TEX Directory
(the texmf folder), otherwise MiKTEX will not be able to find the
files.

A.4 Installing new fonts

Fonts come in a variety of formats. The earlier PostScript Type 3
(METAFONT) and Type 1 (PS) fonts are now being superseded by
fonts in TrueType (.ttf) and OpenType (.otf) formats. How you
install them and where they go depends on how and where you
installed LATEX: all I can deal with here are the standard locations
within the TEX Directory Structure (TDS).

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APPENDIX A. INSTALLATION

TrueType and OpenType typefaces : These are a single .ttf or

.otf file per font (so there may be many for a whole
typeface or font family).

METAFONT typefaces : These are normally used only with older

distributions of LATEX but there are still some fonts which are
not yet available in OpenType or TrueType format.
They have a number of .mf source (outline) files and possibly
also some .fd (font definition) files. There may be .tfm (TEX
Font Metric) files but these are not needed at installation, as
they get generated from the outlines automatically the first
time you use the font.

PostScript typefaces : They are normally used only with pdflatex

and are no longer covered in this book.
They come as a pair of files per font (so there may be
many for a whole typeface): a .pfb (PostScript font binary)
outline, and an .afm (Adobe Font Metric) file.
A .sty file (if present) SHOULD be used in a \usepackage
command to tell LATEX what font features are available, and there
is often a PDF showing examples and describing how to use the
font or family.
The use of Type 1 and METAFONT typefaces assumes the use of
the New Font Selection Scheme (NFSS) used in LATEX 2ε . If you are
running the obsolete LATEX 2.09, you MUST upgrade it now, because
none of this will work.

A.4.1 TrueType and OpenType fonts

These types of font are already recognised by your computer, so
you just install them in the normal way for your computer system
(usually double-click or right-click on the font file and select Install
from the menu).
On Windows and Apple Macintosh OS Xsystems, the fonts are
then available immediately.
On Unix & GNU/Linux systems you must run the FontConfig
utility fc-cache to give LATEX fast-loading access to all the fonts you
have installed. Run the program like this:

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fc-cache -fv

It can take several minutes, especially if you have a lot of fonts.

Once it has finished, you can search the font database with the
fc-list utility and then use the grep command to refine the
search for the font name or part, eg:

$ fc-list|grep -i comic|sort
/home/peter/texmf/fonts/truetype/
windows/comicbd.ttf: Comic Sans MS:style=Bold
windows/comici.ttf: Comic Sans MS:style=Italic
windows/comic.ttf: Comic Sans MS:style=Regular
windows/comicz.ttf: Comic Sans MS:style=BoldItalic

You can then see the exact font name to use in your documents, eg

\usepackage{fontspec}
\setsansfont{Comic Sans MS}

A.4.1.1 Font management

If you want to keep your additional fonts in several different
locations, you will need to tell FontConfig where to look. You may
install fonts a) in your Personal TEX Directory; b) in the system’s
shared folder; or c) in your TEX distribution’s shared tree. You
should never install fonts in your TEX distribution’s master tree, as
this will get overwritten when you upgrade, whereas the shared
tree is not touched.
On Unix & GNU/Linux systems there are already .conf font
configuration files in /etc/fonts/conf.avail/ for the fonts
that come with the installation. You can create one or more
configuration files for the installation locations you have used.
Some examples are shown in section 6.2.1.1 on page 170.

A.4.2 Installing METAFONT fonts

This is the simplest installation. When you download METAFONT
fonts from CTAN, you’ll usually find a number of outline files (.mf
files) and maybe some other types as well (see below).

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APPENDIX A. INSTALLATION

Installation of METAFONT fonts

1. In your Personal TEX directory, create a new subdirectory
called fonts/source/public/name named after the
typeface you’re installing1

2. Copy all the .mf files to this directory;

3. Copy any .fd file[s] to your tex/latex/mfnfss subdirectory

(create it if it doesn’t already exist);

4. Copy any .sty (style) files to a subdirectory (create it too),

named after the typeface, eg tex/latex/name;

5. If you are using MiKTEX, run your TEX indexer program (see
step 4. on page 77).
Unix & GNU/Linux systems, including Apple Macintosh OS X,
don’t need this last step.
That’s it. Unlike PostScript fonts, METAFONT fonts generate
their own font metric files (.tfm files) automatically on-the-fly
the first time the font is used, so there is normally nothing
else to install.
Now you can put a \usepackage command in your Preamble
with whatever name the .sty file was called, and read the
documentation to see what commands it gives to use the font
(refer to item1 on page 73 and step 2. on page 75).
If the font came without .fd or .sty files, you’ll need to find
someone who can make them for you.

A.5 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
1
On Unix & GNU/Linux systems, including Apple Macintosh OS X, the easiest way
to do this is in a Terminal window, in your Personal TEX Directory, using the
command mkdir -p fonts/source/public/whatever , as this creates any
intervening subdirectories for you. Under Windows, you have to create each
subsubdirectory individually.

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A.5. INSTALLATION PROBLEMS

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 : If you are using Microsoft Windows, you should
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, but it may need
overnight on an older machine. Clean your DVD drive if
it has been in heavy use. TEX is made up of a very large
number of very small files, so there is a lot of disk activity
during an installation. Microsoft Windows runs very slowly
when installing a lot of small files, so be patient.
On any system, if you are installing a new hard disk for
your typesetting work, you have the chance to reformat
it beforehand. Pick the smallest granularity (cluster size)
possible, usually 1024 bytes (1Kb). This minimises the space
needed for systems with a very large number of very small
files like TEX has, and may help improve the speed and
reliability of the system.

Windows Registry errors : This only affects Microsoft Windows

users. The Registry is where Microsoft wants software
companies 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 free or commercial
programs available for the purpose.

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APPENDIX A. INSTALLATION

Use the latest versions : Before installing, check the CTAN web
site at www.ctan.org/ for the latest version of ProTEXt
(Windows), MacTEX (Macs), or TEX Live (all platforms) for
the latest copy of the installation program. Just occasionally
a bug slips through onto the production 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.

Unix and GNU/Linux users will always get the latest repository
copy from their system’s package manager, but this may not
be the absolute latest copy of TEX (see the Note on p. 245tlc
for why). If you are installing on Unix manually from the
TEX Collection DVD instead, check on CTAN for an updated
version of the file install-tl.sh.

Stick to the defaults : Unless you’re a computer scientist or a

software engineer, I very strongly 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 folder names
with spaces in them, like the notorious C:\Program Files.
Although most modern systems cope happily with spaces
in filenames and directory names when using a graphical
user interface, they are always A Bad Idea, especially for
programs which can be run from scripts (TEX is one). Spaces
and other non-alphanumeric characters should therefore be
avoided like the plague (they are forbidden in web addresses
[URIs] for the same very good reason: the people who
designed them knew the pitfalls). It may look snazzier to put
the installation in My Cute $tuff, 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.

64-bit Windows : The MiKTEX distribution for Windows is a 64-bit

system. Support for the earlier 32-bit distribution was ended
in 2022.

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A.6. CONFIGURING TEX SEARCH PATHS

Locked systems : If you want to install ProTEXt on a computer in

a lab or other group environment where the disk storage is
locked down, and where the Administrator is unwilling or
unavailable to install it for you, there are a couple of choices:

f Install it on a Universal Serial Bus (USB) stick that you

can unplug and carry with you. That way your LATEX
installation is always with you. If you use it on another
computer where the USB device mounts as a different
disk letter, you will need to configure it so that it can
‘see’ where it is in the directory system.
f If you cannot install it at all, because the Windows
Registry is also locked, and the Administrator is unwilling
or unable to install it for you, you may be able to install
it in a virtual container (eg Windows eXPerience (XP) as
a virtual image inside Windows 7). It will be slow, and
it may be missing some facilities like alternate character
sets, but it will execute.

Bear in mind that shared systems in large companies,

universities, and similar organisations do usually prohibit
software being installed by the user (you) because of security
issues over viruses, support, maintenance, and other factors.
If you feel your institution needs a network installation of
LATEX, ask your Administrator or IT Centre to contact the TEX
Users Group or any local use group (see Appendix 3 starting
on page 297), who may be able to help.

A.6 Configuring TEX search paths

TEX systems run on a huge variety of platforms, and are typically
made up of a very large number of very small files in several
separate ‘trees’ of directories (folders). This allows users to update
parts of the system without having to update all of it, and to
maintain their own tree of preferred files without having to have
administrative rights on the computer.
To make sure TEX finds the right file, it uses a technique
borrowed from the Unix world, based on a simple ‘hash index’

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for each directory tree they need to look in. This is known as
the ls-R database, from the Unix command (ls -R) which creates
it. The program which does this for TEX is actually called after
this command: mktexlsr, although it may be aliased as texhash or
something else on your system. This is the program referred to
in step 4. on page 77.
However, to know where to make these indexes, and thus
where to search, TEX needs to be told about them. You
don’t normally need to change the configuration, but sometimes
you might want to move directories between disks to free up
space or use faster equipment, which would mean changing the
configuration.
In a standard TEX installation this information is in the main (not
the local) installation directory, in texmf/web2c/texmf.cnf. The
file is similar to a Unix shell script, but the only lines of significance
for the search paths are the following (this is how they appear in
the default Unix installation, omitting the comments):

TEXMFMAIN = /usr/share/texmf
TEXMFLOCAL = /usr/local/share/texmf
HOMETEXMF = $HOME/texmf
TEXMF = {$HOMETEXMF,!!$TEXMFLOCAL,!!$TEXMFMAIN}
SYSTEXMF = $TEXMF
VARTEXFONTS = /var/lib/texmf
TEXMFDBS = $TEXMF;$VARTEXFONTS

This defines where the main TEX/METAFONT (texmf) directory is,

where the local one is, and where the user’s personal (home) one
is. It then defines the order in which they are searched, and
makes this the system-wide list. A temporary directory for bitmap
fonts is set up, and added to the list, defining the places in which
texhash or mktexlsr creates its databases.
In some installations, the local directory may be set up in
a slightly different directory to the one given in the example.
Under Microsoft Windows, the names will be full paths such as
C:\Program Files\TeXLive\texmf (for TEX Live) or
C:\Program Files\MikTeX 2.9\tex (for MiKTEX). On an Apple
Mac, it is ~/Library/texmf for each user.


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A.6. CONFIGURING TEX SEARCH PATHS

Finding out where LATEX looks for stuff

There is a program distributed in all LATEX installations called

kpsewhich, a TEX-specific variant of the standard Unix which (1)
command. If you type the command followed by a filename, it
will tell you whereabouts in your TEX installation it is.

$ kpsewhich article.cls
/usr/share/texmf-texlive/tex/latex/base/article.cls

Better, there is an option to tell you where your main, local, sys-
tem, and personal trees (directories) are installed, and even
where LATEX puts its map files and format files (internal setups),
and where shared BIBTEX files can be stored:

$ kpsewhich -var-value TEXMFMAIN

$ kpsewhich -var-value TEXMFLOCAL
$ kpsewhich -var-value TEXMFSYSVAR
$ kpsewhich -var-value TEXMFHOME
$ kpsewhich -var-value BIBINPUTS

So if you forget where to put something you are installing,

$TEXMFHOME is where it should go on a single-user system, and
$TEXMFLOCAL on a multi-user system.


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