To use LATEX is one thing, and very good introductions exist for learning. But what do you need for installing a LATEX system on Windows? What do I do with TEX Live, why do I need Ghostscript, what’s TeXmaker, and why many people favor Emacs, and above all, how does everything fit together?

This tutorial shall save the search an show step by step what you need and how to setup the individual components.

LaTeX lernen!

I am always happy about suggestions and notes on possible errors. When reporting by mail, please always include the file date: April 7, 2015

Many thanks to a number of readers for suggestions and corrections.

The correct addresses for this document are:

The German version is available via http://www.latexbuch.de/latex-windows-7-installieren/

The old version with the installation of MiKTeX is available at http://www.latexbuch.de/install-miktex-windows-7/.

Contents

1 Everyone can set up LATEX

LATEX is not just a program but a language and a methodology of describing documents and gets used via a LATEX system. With that not only scientific papers can be prepared, but also excellent letters, presentation and much more.

For all that have not worked with free software so far it may be strange in the beginning to have to integrate different components to a system on their own, and some will not easily have the heart to do so. For this I present my own environment that I use to generate from LATEX PostScript and PDF as well as HTML.

This is not a introduction to LATEX, there are some excellent documents available in the net as well as my German LATEX book[15]. For beginners the best will be the “Not so short introduction to LATEX2ε”, delivered with approximately every LATEX distribution in <texmf>/doc/guides/lshort/, or to be downloaded from CTAN.org1. Essential also is the UK TEX FAQ, to be obtained from the UK TeX Archive[3]. Then we should mention l2tabu, which lists obsolete commands and packages and their alternatives.

If you have severe problems with installation although using this tutorial, or have another question related to LATEX, should not write to me personally but search in the Internet and the FAQ. In case of continuous confusion you can post in the newsgroup Most questions can be answered there, and also concerning Windows installation this is preferrable, because answers are for everyone’s benefits and numerous competent users and developers read along.

This guide was testet under Windows 7, but should work as well with Windows 8.1 and XP. It is not a substitute for the original documentations of the particular programs and building blocks 2. In case of errors or warnings, consult the documentation of the particular program. This tutorial exclusively cares for the mentioned programs. Sections concerning Emacs, as an example, cannot be transferred for XEmacs without special care. More recent versions of programs usually work well (no guarantee).

2 What do you need at all?

In order to be able to work efficiently, besides the main TEX distribution more components are needed.

LATEX Distribution:TEX Live The LATEX distribution is the core of the system. It contains the most important programs needed for generation of DVI, PostScript and PDF, and all additional packages for e. g. standard layouts for different organizations, layout specialties, fonts, and many more.

The distribution is only responsible to transform an input to an output. The input itself is created with the editor of your choice. I use TEX Live. In my opinion this distribution is easy to install, works quite good and is updated regularly.

Editor: Texmaker For keeping the beginning with LATEX as simple as possible, I recommend Texmaker as Editor, differing from my personal setup.

I will skip instructions for the also popular TeXlipse, the Eclipse plugin. Everyone using Eclipse will manage to get that additional package.

For mouse oriented users Texmaker is quite comfortable. Texmaker is well updated and convenient to use, because besides graphical menus for most mathematical symbols and all relevant commands it shows so called tool tips during typing of commands. Especially for a newbie in LATEX Texmaker is recommendable. Later you can switch to Emacs.

Nevertheless it has to be stressed that Texmaker misses some features that I like in Emacs, e. g. a numerated table of contents view or a powerful handling of labels and cites. The integrated spell-checker does not yet show the quality as Aspell does for Emacs.

Editor: Emacs + RefTeX + AUCTeX + Aspell Please do skip Emacs if you are new to LATEX.

If you already have worked with LATEX under Unix, you might have used Emacs, one of the most powerful GNU programs.

I decided to switch to Emacs due to the add-ons AUCTeX and RefTeX. AUCTeX offers keyboard shortcuts for all important LATEX constructs, speeding up work significantly. AUCTeX additionally shows in-editor preview of graphics, tables and formulas. This merges the best from both worlds WYSIWYG and offline editing[8]. On insertion of cross references, RefTeX lets the user select one out of a list of all existing labels, and does help with generation of these labels. Also insertion of bibliographic cites is efficient and fast with RefTeX. Read the introductions or tutorials for Emacs and AUCTeX and get the Emacs reference card. The initial learning effort pays out, it is overcompensated by fast and efficient working.

Moreover you have a spell checker called Aspell in Emacs. It contains dictionaries for English, German and many others.

HTML translation: TeX4ht TeX4ht has the advantage that it is contained as package in the TEX Live distribution. For usage see documentation in <texmf>/doc/generic/tex4ht. TeX4ht, requires the program ImageMagick for graphics conversion.

Summary and licensing The included package sizes mean the download sizes, not the space needed for installation.

All of the programs mentioned in this tutorial are at least free of charge, in most cases even free software3. All licenses state that the distribution is allowed. Most of them allow furthermore to change the source code, whereas some of them prohibit commercial sale.

You are invited to reward the individual projects financially. Each projects’ web page tells you how.

3 Installation and Configuration

My system is running on Windows 7. Some access paths to certain configurations may deviate on your system from the described. Access paths denominate entries in the start menu, buttons and menu entries with their particular captions.

The step sequence is to be followed tightly due to program dependencies. If you use another directory for a program, please to take care about this in subsequent steps.

3.1 Download and install TEX Live

Start by downloading the TEX Live installer from http://www.tug.org/texlive/ for Windows. If you only have a thin internet connection, use the same page to order the TEX Collection DVD.

Run the program install-tl-windows.exe. Accept all defaults and leave your computer alone for the next couple of hours – depending on your internet connection.

After finishing the installation, all programs can then be started directly from command line.

3.1.1 Install Additional Fonts

The TEX Live installer contains only fonts whose license allow distribution on DVD. So some are missing where this is not allowed, but which may be used free of cost. Now we install these.

Therefore we download the script getnonfreefonts [getnonfreefonts ]. Open a command line and change to your download folder. Enter the following two commands:

   texlua install-getnonfreefonts 
   getnonfreefonts-sys -a

This first installs getnonfreefonts, then downloads and installs all available free fonts for all local TEX users. If you do not have administrator privileges on your computer, substitute the second line with this one:

   getnonfreefonts -a

3.2 Graphics Preparation and Conversion

Configure the PostScript printer driver bySTART| DEVICES AND PRINTERS| ADD PRINTER . First you select local printer and as adapter the FILE port, the right printer driver is the MS Publisher Color Printer (from Windows 7 on, “Generic” in the vendor list), resp. Apple Color LaserWriter 12/600 (up to Windows Vista). The printer name is best set to “PostScript File”.

After installation do the following settings underSTART| DEVICES AND PRINTERS | POSTSCRIPT FILE| PRINTER| PRINTING PREFERENCES| ADVANCED| DOCUMENT OPTIONS | POSTSCRIPT OPTIONS : Set PostScript-Output to “Optimize Portability” and TrueType Download to “Contour”. The ICM Color Matching should be deactivated for avoidance of color adulterations.

From now on every Windows application can produce PostScript files by using the new printer. The generated file—which should be given the file extension .ps instead of the default .prn—can be viewed in GSview and converted to EPS. In order to simplify work in the long run I recommend to setup an “EPS Printer”, for this I have a short tutorial, too: [14]. Only in German, sorry, but Google Translate will do a fair job.

3.3 Configure Texmaker

The installer for Texmaker has to be executed with administrative permissions. To do so, right click on the installer in your download folder and click on “Run as administrator”.

Texmaker is installed quite rapidly: Like with MiKTEX simply accept all installer defaults.

3.4 Configure Emacs

One defect of Windows has to be fixed first: the absence of the environment variable HOME. Environment variables allow to set paths or generally strings independent of particular applications, and use them with all applications. For this create a new entry inSTART | SETTINGS| CONTROL PANEL| SYSTEM| ADVANCED| ENVIRONMENT VARIABLES 4, named HOME and assign some path in which you like to have saved all individual settings. The directory name should not contain spaces. Then create exactly that folder.

For all environment variables it is to be reckoned that if you want to set an environment variable just for the current user, you create it in User Variables. If they should apply to all users, create them in System Variables.

You need GNU Emacs for Windows (Download), and AUCTeX Windows Package (Download) as precompiled package. Unpack the Emacs archive emacs-2x.x-bin-i386.zip into the programs directory, resulting in a directory like e. g. C:\Programme\emacs. In exactly this directory then unzip the archive auctex-11.xx-e2x.x-msw.zip, overwriting at least one file. Most unzippers ask before doing that.

For easier starting Emacs, in directory C:\Programme\emacs\bin run the installer addpm.exe and accept the settings. This creates a shortcut in the Windows start menu.

With this, Emacs is ready to run. To have easier access to the following configurations, you may download my Emacs configuration file with right click and “Save link as”. Rename this file to .emacs and move it to your HOME directory.


Listing 1: Contents of the file . emacs
(server-start) 
(add-hook 'LaTeX-mode-hook 'turn-on-reftex) 
(setq reftex-plug-into-AUCTeX t) 
(setq-default ispell-program-name "aspell")

AUCTEX + RefTEX If you do not want to use my .emacs configuration file, you need to implement the follwing three paragraphs.

The integration of AUCTeX with RefTeX has to be activated separatedly. For this, start Emacs and use it to create the configuration file .emacs within you HOME directory (UNIX shortcut name ~) with C-x C-f ~/.emacs RET (The shortcut C-x stands for the keyboard combination Ctrl-x, other keys equivalent. So translates to: Ctrl-x, Ctrl-f, type “~/.emacs”, press Enter. The “~/” means the file to be located within your HOME directory.). Here you add the following lines:

(add-hook 'LaTeX-mode-hook 'turn-on-reftex) 
(setq reftex-plug-into-AUCTeX t)

Ensure that you use the straight apostrophe in the expression, not some accent or typographic single quote.

Then save the file by C-x C-s, close Emcas with C-x C-c, and the setup is completed. The installation was successful, if when opening a .tex file in the menu bar new entries “Preview”, “LaTeX” and “Ref” appear.

If you want faster and smaller preview images, you have to get the additional graphics library LibPNG and ZLib from LibPNG Zip Archive und ZLib Zip Archive. From the Website, download “libpng” and “zlib”. From the Binary archive extract the two DLLs libpng14-14.dll and copy them to your directory C:\Programme(x86)\emacs\bin. Do the same with the dependencies archive’s content bin\zlib1.dll, and place it in the bin directory of Emacs as well.

In PDF-Mode with (C-c C-t C-p) you now can call Preview-LATEX with C-c C-p C-d.

Aspell Aspell servers as spell checker. After downloading the program (“Full Installer”) and the dictionairy (“aspell-en-0.50-2-3.exe”) from GNU Aspell (Win32 version), first run the program installer, accepting all defaults, then your dictionairy installer.

So once again, inSTART| SETTINGS| CONTROL PANEL| SYSTEM| ADVANCED| ENVIRONMENT VARIABLES add to the variable PATH the respective directory, e. g. C:\ProgramFiles(x86)\Aspell\bin\; separated by a semicolon.

Finally you let Emacs know to use Aspell for spell checking in future by adding the following line to your .emacs configuration file:

(setq-default ispell-program-name "aspell")

3.5 File Types Setup

Only as a further simplification you create a new file type. First, add to your configuration file .emacs as first line:

(server-start)

Then download my Emacs-TEX registry file and edit it—so do not simply double click but right click and select edit. In line 6, containing the first @=, replace both occurrences of the directory name C:\\Programme(x86)\\emacs with the name of the directory you installed Emacs in. Take care that you really use two backslashes \\ path separators. Save the file and use the double click to add it to the registry. Confirm that you want it when Windows asks for.


Listing 2: Contents of the file texfile. reg
Windows Registry Editor Version 5.00 
[HKEY_CURRENT_USER\Software\Classes\texfile] 
[HKEY_CURRENT_USER\Software\Classes\texfile\Shell] 
[HKEY_CURRENT_USER\Software\Classes\texfile\Shell\Open] 
[HKEY_CURRENT_USER\Software\Classes\texfile\Shell\Open\Command] 
@="C:\\Program Files (x86)\\emacs-23.3\\bin\\emacsclientw.exe -n -a \"C:\\Program Files (x86)\\emacs-23.3\\bin\\runemacs.exe\" %1 %*" 
[HKEY_CURRENT_USER\Software\Classes\.tex] 
@="texfile" 
[HKEY_CURRENT_USER\Software\Classes\.bib] 
@="texfile" 
[HKEY_CURRENT_USER\Software\Classes\.lco] 
@="texfile" 
[HKEY_CURRENT_USER\Software\Classes\.sty] 
@="texfile" 
[HKEY_CURRENT_USER\Software\Classes\.cls] 
@="texfile"

You can do the same for further file name extensions like .bib, .sty, .cls and .lco. From then on double clicking a .tex file leads to execution of Emacs. Now Emacs is completely configured.

Now you have full system for generation of printer and camera ready documents in PDF or PostScript. If you do not want to generate HTML, you are done at this point.

3.6 Remedy if you have Admin Rights

Now start Emacs via the start menu. If your Windows user account has admin rights, you may get an error message about a rights problem of folder .emacs.d/server/.

error: The directory ‘~/.emacs.d/server' is unsafe

Fix it by changing the owner: Close Emacs. Click on Start and enter cmd into the search field. This opens a command window. Change into the Emacs"=folder below HOME by typing

cd %HOME%\.emacs.d

There you enter the following command:

takeown /f server

You only need to execute the command if you have administrative rights, and only then you are able to execute it.

3.7 Install TeX4ht and ImageMagick

TeX4ht is included in TEX Live and, if you selected the total installation, already on your hard disk for usage.

The precondition for TeX4ht on the one hand is Ghostscript that you installed with TEX Live, and on the other hand ImageMagick, which gets configured as follows: Get the ImageMagick Windows Binaries from the ImageMagick web site and install it. Simply acknowledge the defaults, which automatically adds the converter program to your search path.

If you want to employ the LibreOffice export of TeX4ht, a Zip packer has to be available in the system. I apply Info-Zip for this, but only copy the file zip.exe to a directory already covered by the search path. After first use of oolatex.bat, if you discover that the generated file is corrupt, you can remedy by editing the file c:\texlive\2013\texmf-dist\tex4ht\base\win32\tex4ht.env and replace the tags <oo-alt> and </oo-alt> by <oo> bzw. </oo> and vice versa, for activating an alternative processing.

4 And now? Usage

Congratulation! TeX4ht is now installed and the TEX system can generate all important outputs.

What about exporting to Word? In principle there is no reason to export LATEX to Word, but there are programs that convert LATEX to the Rich Text Format (.rtf), which you can open in Word then. I sense the best way is via HTML or LibreOffice. This means: convert LATEX with TeX4ht to HTML or LibreOffice, and then open the output in Word resp. LibreOffice.

The generation of outputs is normally directed by the editor programs, there are buttons and/or keyboard shortcuts for this. For the usage of the Emacs add-ons I refer to their documentation. The access may be bitter, it is really worthwile.

TeX4ht usage TeX4ht is a flexible tool for converting LATEX to HTML, but with the loads of options one easily looses overview at the beginning. With a little practice, nevertheless, you can accomplish everything you imagine.

The TeX4ht documentation delivered is not so luxuriant. A comprehensive list of options, written to the log file, you get by calling

 htlatex.bat myfile.tex "info"

at the command line for a arbitrary LATEX file. Be sure to call htlatex.bat, not just htlatex, as this starts a TEX Live program instead.

Because I want XHTML as clear and as small files as possible, I tend to invoke by

 htlatex.bat myfile.tex "xhtml,2,fn-in,NoFonts,fonts,graphics-,sections+,next"

for the conversion. This generates XHTML, separate files for two levels of sections, no special font information but basic logical formatting, non-scaled graphics and helpful hyperlinks. If you like to have a more precise reproduction of the fonts, skip the option NoFonts, which of course leads to bigger files. For a monolithic file specify a 0 instead of 2.

Graphics conversion For drawing, use vector oriented programs, like e. g. CorelDraw, LibreOffice Draw, Visio or related. Generally it is strongly dis-advisable to create diagrams or graphics as bitmaps, with Photoshop, GIMP or similar programs. Applications like Excel or PowerPoint also process their graphics vector oriented, and are able to generate nice PostScript files via our PostScript printer driver. These PostScript files then get conversed to EPS [14]. MATLAB directly can produce PS/EPS.

The generated file with the extension .eps can be loaded into GSview in order to e. g. control whether the bounding box has to be corrected. The bounding box can be showed by selecting the menu entryOPTIONS| SHOW BOUNDING BOX .

In case the bounding box does not fit, the commandFILE| PS TO EPS allows to set the bounding box automatically or manually and save the output to a new file. Automatic can be selected if the whole graphic should be used. Manual selection of the bounding box is useful if unwanted head or foot lines should be cropped.

Attention: For generating PostScript or DVI graphic files have to be present in (Encapsulated) PostScript (EPS), whereas with pdfLATEX only graphics in PDF, JPEG oder PNG can be processed. It is well possible to convince the one and the other to accept all file types, but has to use special options which may make the source document unportable to other systems. If both DVI and PDF should be generated, the graphics have to exist in two formats.

If you want to use pdfLATEX to create Portable Document Format from your documents, you have to convert the EPS files to PDF. For this there is the command epstopdf, like the following:

epstopdf file1.eps

Bitmap files like JPEG or PNG can be processed directly by pdfLATEX. For usage with the normal LATEX they have to be converted to EPS using bmeps.

5 If something fails

If anything does not work or behaves apparently wrong, often the reason is a forgotten environment variable. So you first should check whether all environment variables suggested by this tutorial are set appropriately. If one misses or has a wrong value, it is possible that a succeeding installation failed, especially that of Preview-LATEX. So do it again. Another popular source of defect are files in wrong places. Go through the tutorial again and check and correct if necessary.

If needed, risk a look to the installation manual of the particular package to find more hints. Of course it cannot be ruled out that my tutorial contains an error. If you find everything in the right place and still not working, ask me and include the version number of the tutorial. Maybe I made some assumption that is not general, or a new version of a package works different.

6 Prospect

With all the possibilities offered by the numerous LATEX packages always bear in mind: Choose simple layouts and structure, especially if you plan to publish also in HTML. With help of this article nevertheless it should be possible for a reasonably Windows-experienced user to begin relatively quick with editing and typesetting texts.

If this document helps appeasing the timidity of installing and using such a system and by that lowers the inhibition threshold of the access to LATEX, it has fulfilled its purpose.

References

[1]

AUCTeX Windows Package (Download). URL: http://ftp.gnu.org/pub/gnu/auctex/auctex-11.88-e24.4-msw.zip.

[2]

Pascal Brachet. Texmaker. URL: http://www.xm1math.net/texmaker/texmakerwin32_install.exe.

[3]

Robin Fairbairns. TeX Frequently Asked Questions. URL: http://www.tex.ac.uk/faq.

[4]

GNU Emacs for Windows (Download). URL: ftp://ftp.gnu.org/pub/gnu/emacs/windows/emacs-24.4-bin-i686-pc-mingw32.zip.

[5]

Eitan Gurari. TeX4ht. URL: http://tug.org/tex4ht/.

[6]

ImageMagick Windows Binaries. URL: http://imagemagick.org/script/binary-releases.php#windows.

[7]

Info-Zip. URL: http://www.info-zip.org.

[8]

David Kastrup. »Revisiting WYSIWYG paradigms for authoring LaTeX«. In: TUGboat 23.1 (Nov. 2002), pp. 57–64.

[9]

LibPNG. URL: http://www.gtk.org/download/win32.php.

[10]

LibPNG Zip Archive. URL: http://ftp.gnome.org/pub/gnome/binaries/win32/dependencies/libpng_1.4.3-1_win32.zip.

[11]

TEX Live. URL: http://www.tug.org/texlive/.

[12]

Thorsten Maerz. GNU Aspell (Win32 version). URL: http://aspell.net/win32/.

[13]

Frank Neukam, Markus Kohm, and Axel Kielhorn. Das KOMA-Script Paket. package documentation. Sept. 2002.

[14]

Joachim Schlosser. EPS Writer für Windows. URL: http://schlosser.info/epswriter.

[15]

Joachim Schlosser. Wissenschaftliche Arbeiten schreiben mit LaTeX. 5th ed. mitp Verlag, Dec. 9, 2013. ISBN: 978-3-8266-9486-8. URL: http://www.latexbuch.de.

[16]

ZLib Zip Archive. URL: http://ftp.gnome.org/pub/gnome/binaries/win32/dependencies/zlib_1.2.5-2_win32.zip.

1CTAN is the abbreviation for Comprehensive TeX Archive Network, the complete collection of TEX related software.

2See my post in de.comp.text.tex (in German)

3Which as is generally known is a difference to free of charge: “Free as free speech, not free beer.” See the pages of the Free Software Foundation at http://www.fsf.org.

4To be accessed much faster by keyboard shortcut Windows key+Break, by the way.

Creative Commons License
Install LaTeX for Windows 7 – a complete setup by Joachim Schlosser is licensed under a Creative Commons Attribution-ShareAlike 4.0 Germany License.
Based on a work at www.latexbuch.de.