DocBook Install mini-HOWTO
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# 3. Install the Packages

## 3.1. Before You Install

The following sections suggest how you might install the downloaded packages to setup your DocBook SGML environment. The examples may make reference to old versions of the packages but you should adapt the examples and use the most recent versions instead.

For the most up-to-date, authoritative information, always read the documentation that comes with a package you are installing. Often, you will find a `README` and a `INSTALL` file after you unpack an archive.

The detailed instructions below may not work exactly as shown since packages are changing all the time. However, the instructions should still give you a general idea of the procedure to get DocBook SGML working.

## 3.2. Install OpenJade

### 3.2.1. openjade

Here is what to do, but remember to read the files that come with OpenJade to see if there are any things you want to do special for your platform:

    		cd /usr/local
    		tar -xvzf ~/openjade-1.3.tar.gz
    		cd openjade-1.3
    		./configure --prefix=/usr/local/openjade-1.3
    		make
    		make install

    		# Once installed, the objects etc. can be deleted.
    		make clean

The installation puts libraries in /usr/local/openjade-1.3/lib, so you might like to add it to /etc/ld.so.conf and run ldconfig. Add /usr/local/openjade-1.3/bin to your `$PATH`.

You might be wondering why I dump the openjade source directly into `/usr/local`. The author experienced some issues with openjade's installation. However, with newer releases of OpenJade, you might try a standard (`/usr/local/src`) location for the openjade source package with some other prefix install location, and see how it goes.

### 3.2.2. jadetex & pdfjadetex

As mentioned, jadetex and pdfjadetex are TeX macros that are packaged with OpenJade. They can be found in /usr/local/openjade-3.1/dsssl. A handy guide to installing these macros was prepared by Frank Atanassow Christoph and can be found at:

ftp://ftp.dante.de/tex-archive/macros/jadetex/install.pdf

http://reaster.com/installjadetex.pdf

The following is based on the instructions in install.pdf:

#### 3.2.2.1. Create hugelatex (if needed)

The jadetex and pdfjadetex tex macros require more memory than a regular run of tex. The default tex memory limit configuration is often too limited. The tex configuration file, `texmf.cnf`, can be edited and variables which limit tex's memory use can be increased. But rather than just editing the `texmf.cnf` file to allow tex in all instances to have more memory, a custom tex context can be created, called hugelatex. If hugelatex is already configured on your system, you can skip this subsection (which hugelatex).

Verify that a working TeX is installed and find its directory:

    		bash$ which tex
    		/usr/share/texmf/bin/tex
    		bash$ kpsewhich -expand-var='$TEXMFMAIN'
    		/usr/share/texmf
    		bash$

Using which should find the location of the tex program. If its not found, then you might need to install teTeX then return here. kpsewhich is a utility that comes with teTeX and finds the main tex directory if all goes well.

Now that the `texmf` directory is known, installation can begin:

    		cd /usr/share/texmf
    		cd tex/latex
    		cp -r config config-temp
    		cd config-temp
    		tex -ini -progname=hugelatex latex.ini
    		mv latex.fmt hugelatex.fmt
    		mv hugelatex.fmt /usr/share/texmf/web2c
    		cd ..
    		rm -r config-temp
    		cd /usr/share/texmf/bin
    		ln -s tex hugelatex
    		cd /usr/share/texmf/web2c

The `web2c` directory contains the `texmf.cnf` configuration file. Make a backup of this file: cp texmf.cnf texmf.cnf.orig. Edit the file using whatever editor you like, and add the following lines at the end:

    		% hugelatex settings
    		extra_mem_top.hugelatex = 8000000
    		extra_mem_bot.hugelatex = 8000000
    		hash_extra.hugelatex = 15000
    		pool_size.hugelatex = 5000000
    		string_vacancies.hugelatex = 45000
    		max_strings.hugelatex = 55000
    		pool_free.hugelatex = 47500
    		nest_size.hugelatex = 500
    		param_size.hugelatex = 1500
    		save_size.hugelatex = 5000
    		stack_size.hugelatex = 15000

    		% jadetex
    		extra_mem_top.jadetex = 8000000
    		extra_mem_bot.jadetex = 8000000
    		hash_extra.jadetex = 20000
    		pool_size.jadetex = 5000000
    		string_vacancies.jadetex = 45000
    		max_strings.jadetex = 55000
    		pool_free.jadetex = 47500
    		nest_size.jadetex = 500
    		param_size.jadetex = 1500
    		save_size.jadetex = 5000
    		stack_size.jadetex = 15000

    		% pdfjadetex
    		extra_mem_top.pdfjadetex = 8000000
    		extra_mem_bot.pdfjadetex = 8000000
    		hash_extra.pdfjadetex = 20000
    		pool_size.pdfjadetex = 5000000
    		string_vacancies.pdfjadetex = 45000
    		max_strings.pdfjadetex = 55000
    		pool_free.pdfjadetex = 47500
    		nest_size.pdfjadetex = 500
    		param_size.pdfjadetex = 1500
    		save_size.pdfjadetex = 5000
    		stack_size.pdfjadetex = 15000

Here, we've gone ahead and added entries for jadetex and pdfjadetex, which we'll be setting up below. You can play with these memory settings any way you like if you experience trouble with them.

After setting up hugelatex, like above, it may not work until the texhash program is called:

    		root# texhash
    		texhash: Updating /usr/share/texmf/ls-R...
    		texhash: Updating /var/cache/fonts/ls-R...
    		texhash: Done.
    		root#

#### 3.2.2.2. jadetex & pdfjadetex

Setting up jadetex and pdfjadetex is similar to hugelatex.

    		cd /usr/local/openjade-1.3/dsssl
    		make -f Makefile.jadetex install
    		# make creates and installs the .fmt
    		# files to /usr/share/texmf/web2c

    		# Now create symlinks ...
    		cd /usr/share/texmf/bin
    		ln -s tex jadetex
    		ln -s pdftex pdfjadetex

    		# Finally, run texhash.
    		root# texhash

This `Makefile` uses hugelatex, so hugelatex must have been setup already. When tex is run as hugelatex, jadetex, or pdfjadetex, it gets its program name (context) from `argv[0]` in the environment. Then, it scans `texmf.cnf`, and uses any context-specific settings it finds. The format (`.fmt`) files in `/usr/share/texmf/web2c` are also loaded based on the context.

The jadetex command takes a tex file generated from openjade, and outputs a `dvi` file. pdfjadetex takes a `tex` file generated from openjade, and outputs a `pdf`. The dvips program takes the `dvi` file and outputs a PostScript `ps` file that you can send to your printer or view with ghostscript gs.

## 3.3. DocBook SGML DTD

### 3.3.1. Unpack the DocBook SGML DTD

The DocBook DTD is just some `sgml` text files, so there is nothing to compile. Just unzip them somewhere:

    		# DocBook DTD V4.1 in
    		# /usr/local/share/sgml/docbook/4.1

    		cd /usr/local/share
    		mkdir sgml; cd sgml
    		mkdir docbook; cd docbook
    		mkdir 4.1; cd 4.1
    		unzip -a ~/docbk41.zip

If you install `doctools-1.2` from the XFree86 distribution, it will put some older versions of DocBook DTD, like `2.4.1/` and `3.0/` in subdirectories of `docbook`.

There are some differences between the different versions of the DocBook DTD. The `xxissues.txt` files document those issues. Tags have been added, removed, and renamed between the versions.

If you need to use DocBook DTD V3.1, it is available from the same place where V4.1 is downloaded. V3.1 is used a lot, so its a good idea to get it and install it in a `3.1/` subdirectory.

### 3.3.2. Unpack the ISO8879 Entities

For each DocBook DTD version unpacked, go into its directory and unpack the `iso8879-entities.tar.gz` file:

    		cd /usr/local/share/sgml/docbook/4.1
    		tar -xvzf ~/iso8879-entities.tar.gz

In each DocBook directory, there should be a `docbook.cat` file or a `catalog` file, or both. If both are present, they are likely to be identical. If only `docbook.cat` is present, go ahead and make a symlink:

    		# If needed ...
    		cd /usr/local/share/sgml/docbook/4.1
    		ln -s docbook.cat catalog

## 3.4. DocBook DSSSL

Installation of the DocBook DSSSL, which works for all versions of DocBook, is just a matter of unzipping it somwhere.

    		cd /usr/local/share/sgml
    		mkdir dsssl; cd dsssl
    		unzip -a ~/db160.zip

    		# If you downloaded the ldp.dsl stylesheet
    		# customization, copy it to ...
    		cd docbook
    		cp ~/ldp.dsl html
    		cp ~/ldp.dsl print
    		# Copy into both directories.

That's all there is to installing the DSSSL, except for the setup of the `$SGML_CATALOG_PATH` discussed later. Don't forget to straighten out the file modes and owner/group of these unpacked files - often they are scrambled and inappropriate.

## 3.5. SGMLtools-Lite

If you like it, you can install the SGMLtools-Lite, but it is optional. Its installation is the standard:

    		cd /usr/src
    		tar -xvzf ~/sgmltools-lite-3.0.2.tar.gz
    		cd sgmltools-lite-3.0.2
    		./configure
    		make install

This installs the sgmltools python script to `/usr/local/bin`. Note that it uses python, so if you don't have it, then this package is useless.

One tweak that has to be done to make the sgmltools script work, is you have to edit it and set the path to openjade: vi `which sgmltools`. Consult its docs to learn more about it.

## 3.6. htmldoc

### 3.6.1. binary

Preferrably you downloaded a binary distribution of htmldoc for your platform. The installation is straightforward: just unpack it and run the setup. Read the docs in the package for more info.

### 3.6.2. source

If you downloaded the source, you will also need the Fast Light Tool Kit or else it will not link:

http://www.fltk.org/

Installation is autoconf style. Just run the configure script, make, make install. If all goes well, it will install in `/usr/bin`.

### 3.6.3. ldp_print

The htmldoc program has (or had) a few glitches when generating output from `html` files from openjade. For instance, bullet items are not rendered properly and shaded areas are not always shaded.

To fix this problem, a perl script (ldp_print) is available from LinuxDoc.org. The lpd_print script processes a nochunks `html` file from openjade and then runs htmldoc on it to produce correctly rendered `pdf` and `ps`.

| Get it!

    		tar -xvzf ldp_print.tar.gz
    		cd ldp_print

    		# Copy the lib somewhere where perl looks.
    		cp fix_print_html.lib /usr/lib/perl5/site_perl

    		cp ldp_print /usr/local/bin

Take a look at the script in case there are lines in it you need to change for your system. Perhaps someday htmldoc's bugs will be fixed and this script will not be needed anymore.

## 3.7. DocBook2X and SGMLS.pm (sgmlspl)

### 3.7.1. sgmlspl

Before the spec files from DocBook2X are of any use, the `SGMLS.pm` module for perl version 5 has to be installed, assuming that perl version 5 is installed. The installation of this module is not as automated as most perl module installs. It uses a `Makefile` that has to be edited first before running make.

    		cd /usr/src
    		tar -xvzf ~/SGMLSpm-1.03ii.tar.gz
    		cd SGMLSpm

    		# Edit Makfile
    		vi Makefile
    		# In the user options of the Makefile
    		# set everything correct for
    		# your system.
    		# Example:
    		#	PERL = /usr/bin/perl
    		#	BINDIR = /usr/local/bin
    		#	PERL5DIR = /usr/lib/perl5/site_perl
    		#	MODULEDIR = ${PERL5DIR}/SGMLS
    		#	SPECDIR = ${PERL5DIR}
    		#	HTMLDIR= /usr/local/apache/htdocs

    		make install

sgmlspl gets copied to /usr/local/bin.

### 3.7.2. docbook2X (docbook2man-spec.pl)

DocBook2X contains no program to compile or install, though it has some scripts you might want to look at, so all there is to do is unpack it somwhere.

    		cd /usr/local/share/sgml
    		tar -xvzf ~/docbook2X-0.6.0.tar.gz
    		cd docbook2X

In the unpacked directory is the `docbook2man-spec.pl` and a patch file for it that corrects a few things. Applying the patch is optional but recommended.

    		patch docbook2man-spec.pl docbook2man-spec.pl.patch

Later, in Using DocBook, you will see how to use sgmlspl and `docbook2man-spec.pl` to generate a man page from a `<refentry>` DocBook document.

## 3.8. $SGML_CATALOG_FILES

The `$SGML_CATALOG_FILES` environment variable is used by openjade (and other SGML software) to locate DTDs and DSL (stylesheets). SGML software cannot function without finding these files, which have been unpacked to various directories. Given the setup as done so far, here is how `$SGML_CATALOG_FILES` can be set in `/etc/profile`:

    ##########################################################################################
    # SGML DocBook - openjade sgmltools-lite
    JADE_HOME=/usr/local/openjade-1.3
    SGML_SHARE=/usr/local/share/sgml

    PATH=$PATH:$JADE_HOME/bin

    # DSSSL stylesheets
    #       Norman Walsh's Modular DocBook Stylesheets
    SGML_CATALOG_FILES=$SGML_SHARE/dsssl/docbook/catalog
    #       OpenJade stylesheets
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$JADE_HOME/dsssl/catalog
    #       sgmltools-lite's stylesheets
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/stylesheets/sgmltools/sgmltools.cat

    # DocBook DTD
    #       From OASIS-Open.org
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/docbook/3.1/catalog
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/docbook/4.1/catalog
    #       These old ones were installed with doctools-1.2 from XFree86.org
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/docbook/2.4.1/catalog
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/docbook/3.0/catalog

    # sgmltools-lite catalogs for LinuxDoc
    SGML_CATALOG_FILES=$SGML_CATALOG_FILES:$SGML_SHARE/dtd/sgmltools/catalog

    export JADE_HOME SGML_SHARE PATH SGML_CATALOG_FILES
    ##########################################################################################

Save your `profile`, logout and then log back in to take effect.

Installation is complete! In the next section, we'll test the installation and convert some test DocBook files.

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