Installation notes for OzTeX 3.0, February 1997 =============================================== Andrew Trevorrow akt@kagi.com http://www.kagi.com/authors/akt/ CONTENTS: Introduction System and memory requirements How to install OzTeX How to print the OzTeX User Guide Important changes Choosing an editor A minimal OzTeX system Introduction ------------ OzTeX is a Macintosh implementation of Donald Knuth's TeX typesetting system. This file explains how to install OzTeX and print out the OzTeX User Guide. OzTeX is shareware, so if you like it and decide to keep it then please pay the shareware fee; see the "Shareware Fee" item in OzTeX's Help menu for payment details. OzTeX is normally distributed as a set of BinHex files: oztex.hqx - the OzTeX application (68000 and PowerPC code). ozmf.hqx - the OzMF application (ditto). ozmp.hqx - the OzMP application (ditto). correct.hqx - the Correct file (to check the installation). configs.hqx - the Configs folder. help.hqx - the Help-files folder. texdocs.hqx - the TeX-docs folder (contains useful test files). latexdocs.hqx - the LaTeX-docs folder (contains the OzTeX User Guide). inputs.hqx - the TeX-inputs folder. formats.hqx - the TeX-formats folder. fonts.hqx * - the TeX-fonts folder. vf.hqx * - the VF-files folder. pk.hqx * - the PK-files folder. ps.hqx - the PS-files folder. dvips.hqx - the DVIPS folder. metafont.hqx - the Metafont folder (used by OzMF). metapost.hqx - the MetaPost folder (used by OzMP). ams.hqx - the AMS folder (with AMS-TeX, AMS-LaTeX and AMSFonts). alphalite.hqx - AlphaLite 6.5 by Pete Keleher. bibtex.hqx - BibTeX 1.1.6 by Vince Darley. excalibur.hqx - Excalibur 2.3.1 by Rick Zaccone and Robert Gottshall. makeindex.hqx * - MakeIndex 1.1 by Rick Zaccone. register.hqx - Register (to pay the shareware fee). The asterisks indicate the files that have NOT changed since OzTeX 2.1. System and memory requirements ------------------------------ OzTeX, OzMF and OzMP run on all Macintosh models from a Mac Plus to a Power Mac (in native mode) and under all System versions from 4.1 up. System 7 or later is preferred because OzTeX can then call OzMF to make missing PK fonts on demand. A color monitor helps when previewing, but is not essential. As distributed, the preferred memory sizes for all applications add up to about 4Mb (or a bit over 5Mb on a Power Mac with virtual memory turned off). Typically you should only need two of the three applications running at any given time. If you are typesetting very large documents, like a book or a thesis, then you will probably need to double the memory size for OzTeX. Only Metafont hackers should need to increase the OzMF's memory. A typical OzTeX system uses about 10 to 20Mb of disk space, depending on the block size of your disk and how many bells and whistles you want. A minimal OzTeX system could probably squeeze into 5Mb if you only want to run TeX and print/preview the occasional document (a later section discusses how to set up such a system). How to install OzTeX -------------------- If you already have an older version of OzTeX then you should install this new version in a new folder to avoid clobbering any of your own config files, fonts, input files, etc. After you have the new version up and running you can merge in your own modifications. Assuming you have enough disk space, carry out these steps: 1. Create a new folder anywhere on your disk and call it anything you like. "OzTeX" would be a good choice! 2. Put all the hqx files in the new folder and unpack them. The easiest way to unpack everything is to select all the hqx files and drag them onto the icon for StuffIt Expander. Other programs like Compact Pro or UnStuffIt will only convert the hqx files into sea files; just double-click on these self-extracting archives to unpack them. Delete all hqx/sea files after everything has been unpacked. 3. To check the installation, double-click on the Correct file. This file is a TeachText/SimpleText document containing a picture of a correctly installed OzTeX folder. Make sure your new folder looks the same! That's it. OzTeX, OzMF and OzMP should now be ready to run. How to print the OzTeX User Guide --------------------------------- 1. Start up OzTeX by double-clicking on the application. It should load the Default configuration file, and then an encoding file. (If you get any warning messages about unknown folders or files then you've made a mistake during installation, so go back and check the Correct file.) 2. OzTeX is set up to print on A4 paper. If your printer uses US Letter paper then select "US Letter" from the Config menu. 3. Select "Page Setup..." from the File menu and check that the paper size and orientation are correct. 4. OzTeX's Default configuration file is set up for a 300 dpi printer. If you are using a StyleWriter (or any 360 dpi printer) then select the "StyleWriter" item in the Config menu. If you have an ImageWriter (or any 144 dpi printer) then select the "ImageWriter" item. There are also items for a Linotronic (at 1270 dpi) and a 600 dpi printer. 5. Select "Print DVI..." from the File menu and open ozuser.dvi in the LaTeX-docs folder. 6. When the print dialog box appears, select suitable options. For example, reverse the page order if your printer stacks pages face up. Note that OzTeX is supplied with enough PK fonts to print the User Guide on 144/300/360 dpi printers. If you don't have such a printer (or if you don't know), make sure the "Make missing PK fonts" option is checked. Finally, click on the Print button. Once the User Guide is printed you might like to read it! Important changes ----------------- OzTeX 3.0 is a major new release, so there are many important changes: - WARNING! If you want to run both 3.0 and an older version of OzTeX then beware -- the first time 3.0 starts up it will update the version number in OzTeX Prefs (probably stored in your system's Preferences folder) and you won't be able to start up the old version of OzTeX. To prevent this happening, the simplest solution is to make a copy of the OzTeX Prefs file and put it in the same folder as your old OzTeX. Just make sure you do this BEFORE starting up 3.0. The old OzTeX will then use the local OzTeX Prefs, and 3.0 will use OzTeX Prefs in your Preferences folder. There is no need to worry about the Prefs files for OzMF and OzMP. - OzMP is an implementation of John Hobby's MetaPost program for producing PostScript pictures using a Metafont-like language. The OzMP application should be kept in the same folder as OzTeX, along with the MetaPost folder. - OzTeX's built-in DVI-to-PostScript translator has been replaced by dvips. The OzDVIPS application is no longer necessary. I've enhanced dvips so that it can do all the things done by OzTeX's old translator. - The new version of dvips in OzTeX includes some handy features: * Partial downloading of PostScript fonts. * Support for HyperTeX \specials. * Downloading of PostScript fonts used (but not included) in EPSF files. - The Print DVI dialog boxes have been changed to make it easy to enter dvips options via a pop-up menu. - "Use Format in Log" has been removed from the TeX menu. Too many people were getting stuck after creating a log file with the wrong format. A better and safer way to force a particular format is to include a line like "%&LaTeX" or "%&Plain" at the start of your input file. - The "Fix VFs" items have been removed from the TeX menu. The previewer now handles virtual fonts on the fly, just like dvips. - OzTeX has a new Tools menu. DVIDVI and DVIcopy (formerly "Fix VFs in DVI") have been moved from the TeX menu to the Tools menu. This menu also has the latest versions of Angus Duggan's utilities for manipulating PostScript files: PSbook, PSnup, etc. New items in the Help menu describe each tool. - The File menu has a new "Send foo.ps" item. The file name shown is the most recent output file created by dvips or the PS tools. - OzTeX's low-level PostScript printing code now works under QuickDraw GX. - Major changes have been made to the way OzTeX processes a DVI page. Most people won't notice any difference as a result of these changes. However, if you relied on the fact that OzTeX printed all the \specials on a page first (eg. to overlay text on a grey background) then you might have to change the location of some \special commands. - The previewer now supports the HyperTeX \special commands. These \specials let you jump to another place in a document by simply clicking on a link, such as a reference to a section number. To see how HyperTeX links work, view ozuser.dvi or hyper.dvi in the LaTeX-docs folder. - There are two new items in the View menu: Back Link and Forward Link. Their keyboard short cuts are "[" and "]" respectively. These items make it easy to move to previously visited links; they work just like the Back/Forward buttons in a Web browser. - The previewer now supports the color \special commands used by dvips and generated by LaTeX's color package. The hyper.tex file in LaTeX-docs shows how the color package can be used. (Note that the color \specials are not yet supported for QuickDraw printers; that will have to wait for when I buy a color printer!) - The LaTeX-docs folder has a new "LaTeX Short Course" subfolder generously donated by George Gratzer. It contains the source files for Part I of George's book "Math into LaTeX -- An Introduction to LaTeX and AMS-LaTeX". - A few changes have been made to the keyboard short cuts recognized by OzTeX while previewing a DVI file. In particular, the old "f" and "l" short cuts for first and last page are now "h" (for home) and "e" (for end). The main reason for this change is to allow "f" to be a short cut for Full View. All command-key items in the View menu now have matching short cuts. See Handy Hints in the Help menu for a complete list. - The roles of a simple click and an Option-Command-click have been reversed. A simple click now magnifies the area under the cursor. This area can now be moved around while holding down the mouse button; if the mouse moves outside the viewing area then scrolling will occur. These new features are so convenient that I decided most people would prefer access to them using a simple click rather than the Option-Command-click contortion. - The View DVI dialog has a new "Dither bitmaps" option which tells OzTeX whether or not to dither the bitmaps used for PK fonts and \special images. Dithering improves the readability of PK fonts, but it is a bit slower. While viewing a page you can press "d" to toggle the dither option. - OzTeX no longer displays a warning dialog when previewing a DVI file that includes an EPSF file without a PICT 256 resource. Instead, OzTeX draws a rectangle showing the bounding box, along with the name of the file and the message "no PICT" near the \special marker. - Configuration files can use some new parameters: pstool_output = Sets the default name of the output file created by PSbook, PSnup, etc. The Default config file sets the name to out.ps. missing_picts = Specifies the color of the box and message seen when previewing an EPSF file with no PICT. The Default file sets the color to red. hypertex_links = Specifies the color of HyperTeX links. The Default color is green. - These parameters are no longer used: dvips_application dvi_to_ps_prolog standard_prolog global_ps_file dvidvi_examples conserve_vm - The ps_folders list in the Default config file now includes :DVIPS:Inputs: so dvips can locate various files (config.*, psfonts.*, *.enc, *.pro). - The ps_folders list also includes the special entry "$f". OzTeX replaces $f with the path to your system fonts folder so that dvips can locate PostScript font files. The ps_folders lines (along with the corresponding warnings) have been removed from the various "Add ... Fonts" config files. - TeX's trie_size parameter can now go up to 65000. Handy for languages like German that can require lots of hyphenation patterns. - Just before running TeX, OzTeX will load .config if it exists in the same folder as the input file. This is handy for people who use both LaTeX 2.09 and 2e and need to switch to different input_folders. - All new TEXT files created by OzTeX now have your chosen editor's signature, so double-clicking on a new .log/aux/toc file will open it in the editor. Note that OzTeX won't change the signature of existing files, so you can still double-click on your old .log files to start up OzTeX. If you want to do that after creating a new .log file, just use ResEdit or some other utility to change the file's creator signature to "OTEX". - The "Big TeX" config file has been removed. I decided this was a silly approach because if you need to use big formats then you might as well use them all the time, and just call them Plain.fmt, LaTeX.fmt, etc. The big TeX parameters are now stored in the notes at the end of the Default config file, along with new instructions. The User Guide section on building big formats has also been modified. - I've increased a couple of TeX parameters (hash_size and hash_prime) in the Default config file and rebuilt all format files. I've also increased OzTeX's preferred memory size by 100K. - The new REVTeX subfolder in TeX-inputs contains the latest REVTeX 3.1 release (including the revtex.cls patch for LaTeX2e). - The AMS folder has been updated with the latest versions of AMS-TeX, AMS-LaTeX and AMSFonts. - The TeX-inputs folder has been updated with the Dec 1996 release of LaTeX. Note that I've removed oztex.def from the Graphics subfolder; OzTeX now uses dvips.def. - New versions of AlphaLite, BibTeX and Excalibur are included. For more details about these and other changes, select "Changes to OzTeX 2.1" from OzTeX's Help menu. Choosing an editor ------------------ OzTeX does not contain an integrated text editor. Instead, Pete Keleher's AlphaLite program is supplied. You might prefer to use another editor. Nearly all the text files distributed with OzTeX are created by MPW (that's the editor I prefer to use). Note that AlphaLite lets you change the creator of all text files in a selected folder. If you are using System 7 or later then one of the first things you should do after starting up OzTeX for the very first time is to select "Choose Editor" from the Edit menu. Use the standard file dialog to select the application you'll be using to edit TeX/LaTeX input files. If the application can receive Apple events then OzTeX will remember its name and location for later use. A minimal OzTeX system ---------------------- You might be running short of space on your disk, so let's consider the bare essentials needed for a working OzTeX system (before deleting any files it would be a good idea to save a backup copy): - Use programs like Strip68K/StripPPC to remove unwanted 68000/PowerPC code from all applications. - Delete the AlphaLite folder if you use a different text editor. - Delete the Excalibur folder if you don't need a spelling checker. - Delete the MakeIndex folder if you don't need to create an index. - Delete the BibTeX folder if you don't need to create a bibliography. - Delete OzMF and the Metafont folder if you have a full set of TFM and PK files, and you won't be needing any of the font related tools in OzMF. - If you don't use LaTeX, delete the LaTeX, Graphics, PSNFSS, Tools and HyperRef subfolders from TeX-inputs. Also delete :TeX-formats:LaTeX.fmt. - If you don't use AMS-TeX or AMS-LaTeX, delete the AMS folder and AMSTeX.fmt. To avoid warning messages when OzTeX/OzMF start up, you also need to edit their Default files and remove all paths containing "AMS". - Delete the REVTeX subfolder in TeX-inputs if you aren't a physicist. - If you don't have access to a PostScript printer then delete the DVIPS folder, the OzMP application, and the MetaPost folder. - If you won't be using PostScript fonts then delete all files in the VF-files folder and delete the PS subfolder in TeX-fonts. - TeX-docs and LaTeX-docs contain important documentation and example files, so don't delete any files from these folders until you've looked at them. - Delete everything in the Help-files folder if you know it all by heart. - Delete the Register folder after paying the shareware fee(s). :-) Happy OzTeXing!