Installation Guide
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Python Installation Guide 1. Installing Python Python comes in several shapes and sizes. To make sure that everything works properly, it is recommended that every person in the course use the same version of Python. Hence, even if you already have Python installed on your computer, it will be best if you install a new version (see instructions below) so you can be consistent with everyone else. Before you install anything, be sure to completely read the installation instructions on this page for your particular operating system. While you are unlikely to make any mistakes, it is best for you to do things in exactly the order described here. Important Note About Python 2: If you have the 2.7 version of Anaconda already installed, this may conflict with the installation process below. In that case you will either need to remove the old version of Anaconda, or (if you think you still need it for another class or project) set up a special environment in which you can still reach this older version: https://conda.io/docs/user-guide/tasks/manageenvironments.html 1.1 Windows We recommend that all students with Windows use Windows 10. This version has been out long enough, and is stable enough, that everyone should be using it. If you are using an older version of Windows, we recommend that you upgrade now before the semester starts. For this class, we need to use Anaconda Python version 3.6. This is the most recent version of Python for Anaconda. Click on one of the two links below to install the correct version for your operating system. If you are unsure whether your operating system is 32 or 64 bit, download the 32-bit version, which is guaranteed to work on all systems. http://repo.continuum.io/archive/Anaconda3-4.4.0-Windows-x86_64.exe (64 bits) http://repo.continuum.io/archive/Anaconda3-4.4.0-Windows-x86.exe (32 bits) The file that you download is an installer app. Simply double click on it and follow directions. At one point in the installer, it will ask you whether you want to install for yourself or for all users. Select the option "All Users (requires admin privileges)”. On the next page it will ask you what directory you want to install in. By default, it will install inC:\ProgramData\Anaconda3. Leave this alone and click Next. Finally, you will see a page with check boxes talking about your Path. You must select the top box, even though it warns you not to. If you do not check this box, you will not be able to use Python from the command shell. Now click "Install". The installer may ask for your password, which is its way of asking for permission to install Anaconda. Installation may take a minute. 1.2 Mac The version of Python that we are using for this class is only compatible with Mavericks (10.9) or higher. If you have an older version of OS X, we recommend that you upgrade to El Capitan (10.11). Click on the link below to install the correct version for your operating system: http://repo.anaconda.com/archive/Anaconda3-5.2.0-MacOSX-x86_64.pkg The file that you download is an installer app. Simply double click on it and follow directions. Make sure to choose the “install on a specific disk” option and then navigate to the “Application” folder on your hard drive (after clicking the “Choose Folder” button). When you download this file, you will get a web page asking you to fill in some information. Ignore this web page. You do not need to fill in the information; your download has started already. 1.3 Linux Linux installation is possible, but it is not as straight-forward as the two main OS options. In particular, to install on Linux, you have to be comfortable with command shell and be ready to install files with a package installer. If this sounds daunting to you, you might want to rethink about whether you want to use Linux just yet. For this class, we need to use Python version 3.6. This is the most recent version of Python for Anaconda. We prefer that you use Anaconda. However, some flavors of Linux (e.g Ubuntu) really want you to use their version of Python. If you cannot use Anaconda, look at the instructions for using an alternate version of python. Use one of the two links below to install the correct version for your operating system. We highly doubt that you need the 32-bit version, but you should use this one if you are unsure. The 32-bit version is guaranteed to work on all systems. https://repo.anaconda.com/archive/Anaconda3-5.2.0-Linux-x86.sh (32 bits) http://repo.anaconda.com/archive/Anaconda3-5.2.0-Linux-x86_64.sh (64 bits) This is not graphical installer. To install it, you must navigate to the folder with the downloaded file and run it with bash. For example, if you downloaded the 64-bit version, you would type bash Anaconda3-5.2.0-Linux-x86_64.sh You should use the "bash" command even if you are not using the bash shell. You may install Anaconda where ever you wish. By default, it installs in your home directory. However, we prefer to install it in /usr/local. The choice is up to you. 2. Using the command shell Now that you have installed Python, it is a good idea to test it out. While you do not need to know anything about Python yet, you do need to learn how to run Python programs that are already made for you. The first thing that you need to do is to familiarize yourself with command shell for your OS. The command shell is a text-based version of a file manager. So it is the equivalent of Windows Explorer on Windows, or the Finder on MacOS. At any given time it is open to a specific folder (or directory) on your computer. We call the folder that is currently open in the shell the working directory. From within the command shell, you can do everything that you could do with a graphical file manager. You can move, rename, and copy files. You can change the current directory. You can even run programs. In a graphical file manager, you run a program by double-clicking on it; in a command shell, you type the name of the program. Every computer user has what is known as a home directory. This is the folder that has your name. In Windows 10, this is a hidden folder which contains all your other folders, like Downloads or the Desktop. In MacOS, it is the folder you typically see when you ask for a new Finder window. Whenever you open a new command shell, it always starts in the home directory. As your homework and lab assignments will often be in different folders, the first thing you need to learn about the command shell is how to change directories. This is explained in more details below. 2.1 Windows In Windows, the command shell is called the PowerShell. There is another, older command shell called the Command Prompt. However, official Microsoft policy since Windows 10 is to use the newer PowerShell, and that is what we recommend. It is much closer to the MacOS and Linux versions we show in class, and so you will be less confused. To find the PowerShell, just search for "PowerShell" in the search box at the bottom of the Start Menu. When you start up the PowerShell, you get a Window that looks something like the illustration below. At any given time, the bottom line of the PowerShell is the working directory followed by a > symbol. To get the PowerShell to do something, simply type in a command, and hit Return. The shell will then process the command, either doing something or printing out an error message. When done, it will present the prompt again, ready for you to type in a new command. As mentioned above, the PowerShell works like the Windows Explorer. At any given time it is open to a specific folder (or directory) on your computer, which we call the working directory. When working on a Python assignment, you want to make sure that the working directory is the directory that contains the .py files you are currently editing. Many times, a student has found themselves editing a .py folder while testing one (of the same name) in a different folder. Navigating directories The two most important commands to know in Windows are ls and cd. Typing in ls displays the current working directory as well as all of its contents. The cd command is an abbreviation for "change directory". It is how you move from one folder to another. When you type this command into the PowerShell, you must give it two things: the command cd and the name of the folder you wish to go to. Using the example above, suppose we wish to switch the working directory to Desktop. Then you would type cd Desktop Try this out and then type ls. See the difference? There are a couple of important tricks to know about the cd command. Backing Out of a Directory The simplest form cd can only move to a folder that is "sees" (e.g. is a folder inside the working directory). If you change to directory (such as Desktop), you can no longer see the original directory (your home directory); it is outside of the current working directory. So how do you back-out if you go into a folder by mistake? The solution is that there is a special folder called "..". This refers to the folder that contains the current one. Type cd .. and see what happens. If you typed it just after moving into the Desktop folder (from the previous example), then you should be back in your home directory. Combining cd .. with regular uses of the cd command are enough to allow you to move up and down the directory hierarchy on your computer. Tab Completion If you are new to the PowerShell, you might find yourself quickly getting tired of all the typing that you have to do. Particularly when you have a directory with a very long name. A slight misspelling and you have to start all over again. Fortunately, Windows has tab completion to speed things up. Go to your home directory and type (but do not hit Return) cd D Now hit the tab key. See what happens? Windows turns "D" into the first folder that it can find that starts with that letter (which is likely to be Desktop, and not Documents, as it comes first alphabetically). Changing Multiple Directories at Once Suppose you are currently in the your home directory; you want to move to the folder "Favorites" which is inside of "Documents". You could do this with two cd commands. But to do it with a single command, you just connect the folders with a \, as follows: cd Documents\Favorites When you combine this with .., you can do some rather clever tricks. Suppose you are currently in the Desktop directory, and you want to move in the Documents directory (which is contained in your home directory). You can do this with the command cd ..\Documents We refer to these expressions as paths; they are are a "path" from the working directory to the directory that you want to go to. Absolute Paths The paths that we have shown you are more properly called relative paths. They show how to get from the working directory to your new directory. The correct path to use depends on exactly which directory is the current working directory. Absolute paths are paths that do not depend on the working directory; instead they depend on the disk drive. They always start with name of the drive. For example, suppose you inserted a USB drive into the computer, and you wanted to open that drive in the PowerShell. The USB drive will (typically) be the the E: drive, so you simply type cd E: You can combine this with the \ symbol to move anywhere you want on the USB stick. If the USB stick has a folder called "Python" on it, simply type cd E:\Python Any time that you need to change disk drives, you need to use absolute paths. If your user account is called "Sally", then you return to your home directory by typing cd C:\Users\Sally Folder Names with Spaces The PowerShell breaks up the commands that you type in by spaces. That means that if you have a folder with spaces in the name, it will break it up into references to two different folders. For example, suppose you have a folder called "Python Examples", and you type cd Python Examples You will get an error saying that Windows cannot find that path. To solve the problem, put the directory in quotes. The following should work correctly. cd "Python Examples" If you are changing multiple directories then you need to put the entire path in quotes (not just the folder). For example, if you want to go to "Program Files" on the C drive, type cd "C:\Program Files” The Drag-and-Drop Shortcut Here is a useful trick: if you take a folder and drag-and-drop it onto the PowerShell, it will fill the window with the absolute pathname of that folder. Therefore, to quickly move the PowerShell to a specific folder, do the following: Type cd followed by a space. Drag and drop the folder on to the PowerShell. Hit Return. Manipulating Files (OPTIONAL) The PowerShell allows you to do everything that Windows Explorer can do (and more). You can use the PowerShell to make folders, move files, and delete files. However, none of this is necessary for you to learn. For this class, you never need to understand how to do anything other than navigate directories. You can do everything else in Windows Explorer (or some other program) if you wish. Make a Directory To make a new folder or directory, use the command mkdir followed by the name of the new folder. For example: mkdir MyFolder The new folder will appear in the current working directory. You can also delete a directory with the rmdir command. For example, to delete the folder we just made, type rmdir MyFolder The PowerShell will only delete empty directories. If there is anything in a directory, it will not let you delete it. You have to delete the contents first. Move (or Rename) a File You move files with the move command. The way this command works is that you give it two file names. It searches for a file with the first file name; once it finds it, it makes a copy with the new file name and then deletes the original. For example, suppose you wanted to rename the file test.py to assignment3.py. Then you would type move test.py assignment3.py (this by the way, illustrates why paths cannot have spaces in them). If the second filename is path to a file, then it will move the the file into the correct directory. For example, suppose we now wanted to move assignment3.py to the Desktop (which is a folder in the current working directory), and rename it completed.py. Then we would type move assignment3.py Desktop\completed.py If we want to keep the name as assignment3.py, you could shorten this to move assignment3.py Desktop In this case, the PowerShell will move assignment3.py into Desktop, but keep the name of the file unchanged. Copy a File The move command will always delete the original (name of) the file when it is done. Sometimes we want to make a copy of a file. We do that with the copy command. Suppose that assignment3.py is in the working directory and we want to put a copy on the Desktop without deleting the original. Then we would type copy assignment3.py Desktop\assignment3.py Delete a File Files are deleted with the del command. In our running example, to delete the file assignment3.py, you would type del assignment3.py Be very careful with this command. It completely erases the file. It does not move the file your Recycle Bin. You cannot retrieve a file deleted this way. Getting Help There are hundreds of resources out there on how to learn to use the PowerShell in Windows. If you want to learn more, we suggest this tutorial as a starting point: http://powershelltutorial.net/ 2.2 Macintosh On the Macintosh, the command shell is called the Terminal. If it is not in your Dock (where it belongs!), it can be found in the Applications > Utilities folder as shown below. We recommend putting it in your Dock immediately. When you start up the Terminal, you will get some message about the "last login" (a holdover of the days in which Terminals were used to connect machines over the network) followed by a line with a cursor that looks like a box. The left side of the line will depend on your settings, but the last symbol will likely be either a $ or a >. This symbol is called the prompt, and it is a cue for you to type something into the Terminal. To get the Terminal to do something, simply type in a command, and hit Return. The shell will then process the command, either doing something or printing out an error message. When done, it will present the prompt again, ready for you to type in a new command. As mentioned above, the Terminal works a lot like the Finder. At any given time it is open to a specific folder (or directory) on your computer, which we call the working directory. When working on a Python assignment, you want to make sure that the working directory is the directory that contains the .py files you are currently editing. Many times, a student has found themselves editing a .py folder while testing one (of the same name) in a different folder. Navigating Directories Because you often need to change your working directory, the three most important commands to know in the Terminal are pwd, ls, and cd. Typing in pwd displays the current working directory. The command ls lists the contents (files and folders) in the working directory. The cd command is an abbreviation for "change directory". It is how you move from one folder to another. When you type this command into the Terminal, you must give it two things: the command cd and the name of the folder you wish to go to. Using the example above, suppose you wish to switch the working directory to Desktop. Then you would type cd Desktop Try this out and then type ls; see the difference? There are a couple of important tricks to know about the cd command. Backing Out of a Directory The simplest form cd can only move to a folder that is "sees" (e.g. is a folder inside the working directory). If you change to directory (such as Desktop), you can no longer see the original directory (your home directory); it is outside of the current working directory. So how do you back-out if you go into a folder by mistake? The solution is that there is a special folder called "..". This refers to the folder that contains the current one. Type cd .. and see what happens. If you typed it just after moving into the Desktop folder (from the previous example), then you should be back in your home directory. Combining cd .. with regular uses of the cd command are enough to allow you to move up and down the directory hierarchy on your computer. It is also possible to type cd by itself, without a directory name. If you do this, it will immediately put you back in your home folder. This is very helpful should you ever get lost while using the Terminal. Tab Completion If you are new to the Terminal, you might find yourself quickly getting tired of all the typing that you have to do. Particularly when you have a directory with a very long name. A slight misspelling and you have to start all over again. Fortunately, MacOS has tab completion to speed things up. Go to your home directory and type (but do not hit Return) cd Desk Now hit the tab key. See what happens? It completes the work "Desk" to "Desktop", because it is the only thing in your home folder that starts with "Desk" (if you actually do have something else in your folder that starts with "Desk", this example will not work). As another example type (but do not hit Return) cd D and hit tab again. There are at least two things in your home directory that start with D: Desktop and Documents. MacOS does not know which one to complete to, so it lists the possibilities for you. Tab autocompletion only works when the Terminal has enough information to uniquely pick one option from the current folder. Try doing this again with cd De What happens? Changing Multiple Directories at Once Suppose you are currently in the your home directory and you want to move to the folder "iTunes" which is inside of "Music". You could do this with two cd commands. But to do it with a single command, you just connect the folders with a /, as follows: cd Music/iTunes When you combine this with .., you can do some rather clever tricks. Suppose you are currently in the Desktop directory, and you want to move in the Documents directory (which is contained in your home directory). You can do this with the command cd ../Documents We refer to these expressions as paths; they are are a "path" from the working directory to the directory that you want to go to. Absolute Paths The paths that we have shown you are more properly called relative paths. They show how to get from the working directory to your new directory. The correct path to use depends on exactly which directory is the current working directory. Absolute paths are paths that do not depend on the working directory. In MacOS (and all Unix systems), absolute paths start with a /. This / represents the root directory that contains everything else. For example, if you wanted to go to your Applications directory (which is just inside the root directory), you would type cd /Applications Absolute paths are very important when you are trying to navigate to a different disk drive. In MacOS, when you plug in a new disk drive it is added to the / Volumes folder (note the / indicating that Volumes is just inside the root folder). Suppose you have a Kingston USB drive from the Campus store named KINGSTON. To view the contents of this drive in the terminal, type cd /Volumes/KINGSTON To drive home the difference between relative and absolute paths, create a folder called "Applications" in your home directory. Make sure the terminal is in the home directory (go home by typing cd by itself) and type cd Applications Look at the contents with ls. Now go back to the home directory again and type cd /Applications Look at the contents with ls. See the difference? Folder Names with Spaces The Terminal breaks up the commands that you type in by spaces. That means that if you have a folder with spaces in the name, it will break it up into references to two different folders. For example, suppose you have a folder called "Python Examples", and you type cd Python Examples You will (likely) get an error saying that the folder "Python" does not exist. To solve the problem, put the directory in quotes. The following should work correctly. cd "Python Examples" If you are changing multiple directories then you need to put the entire path in quotes (not just the folder). For example, if "Python Examples" were on the Desktop, you would type cd "Desktop/Program Files" Alternatively, you can represent a space using the escape character \ which we talked about in class. For example, the following should also work correctly: cd Python\ Examples If you use Tab Completion a lot, you will notice that this is the preferred way of handling spaces. The Drag-and-Drop Shortcut Here is a useful trick: if you take a folder and drag and drop it onto the Terminal, it will fill the window with the absolute pathname of that folder. Therefore, to quickly move the Terminal to a a specific folder, do the following: Type cd followed by a space. Drag and drop the folder on to the Terminal window. Hit Return. This trick works on Windows and Linux as well. However, MacOS has an even faster trick that is unique to its operating system. Simply take the folder icon and drop it onto the Terminal icon (in your Dock), and it will open a new Terminal window with that folder as its working directory. Manipulating Files (OPTIONAL) The Terminal allows you to do everything that Finder can do (and more). You can use the Terminal to make folders, move files, and delete files. However, none of this is necessary for you to learn. For this class, you never need to understand how to do anything other than navigate directories. You can do everything else in the Finder (or some other program) if you wish. Make a Directory To make a new folder or directory, use the command mkdir followed by the name of the new folder. For example, type: mkdir MyFolder The new folder will appear in the current working directory. You can also delete a directory with the rmdir command. For example, to delete the folder you just made, type rmdir MyFolder The Terminal will only delete empty directories. If there is anything in a directory, it will not let you delete it. You have to delete the contents first. Move (or Rename) a File You move files with the mv command. The way this command works is that you give it two file names. It searches for a file with the first file name; once it finds it, it makes a copy with the new file name and then deletes the original. For example, suppose you wanted to rename the file test.py to assignment3.py. Then you would type mv test.py assignment3.py (this by the way, illustrates why paths cannot have spaces in them). If the second filename is path to a file, then it will move the the file into the correct directory. For example, suppose you now wanted to move assignment3.py to the Desktop (which is a folder in the current working directory), and rename it completed.py. Then you would type mv assignment3.py Desktop/completed.py If you want to keep the name as assignment3.py, you could shorten this to mv assignment3.py Desktop In this case, the Terminal will move assignment3.py into Desktop, but keep the name of the file unchanged. Copy a File The mv command will always delete the original (name of) the file when it is done. Sometimes you want to make a copy of a file. We do that with the cp command. Suppose that assignment3.py is in the working directory and we want to put a copy on the Desktop without deleting the original. Then you would type cp assignment3.py Desktop/assignment3.py Delete a File Files are deleted with the rm command. In our running example, to delete the file assignment3.py, you would type rm assignment3.py Be very careful with this command. It completely erases the file. It does not move the file your Trash. You cannot retrieve a file deleted this way. Getting help There are many resources out there on how to learn to use the Terminal in OS X. If you want to learn more, we suggest this tutorial as a starting point: https://macpaw.com/how-to/use-terminal-on-mac 2.3 Linux Let's be honest here. If you use Linux, do you really need to learn how to use the command shell? How is it possible to do anything in Linux without knowing how to use the command shell? On the off chance that you honestly have never used a command shell in Linux, the hard part is finding the program that provides access to the shell. Which program to use depends on your choice of GUI. • X11: xterm (http://en.wikipedia.org/wiki/Xterm) • Gnome: Gnome Terminal (http://en.wikipedia.org/wiki/GNOME_Terminal) • KDE: konsole (http://en.wikipedia.org/wiki/Konsole) Once you have that running, simply refer to the instructions for Macintosh. While the programs are not exactly the same (particularly if you are running a shell other than Bash), they are close enough for purposes of this class. 3. Python interactive shell Start the command shell for your OS and type python This will put you in the "Python Interactive Shell". The Python Interactive Shell looks exactly like the command shell except that it takes Python commands (and does not respond to operating system commands to list files or change the working directory). While the command shells are different for all operating systems, the Python Interactive Shell should look and behave exactly the same way for everyone. The > > > symbols are the prompt. To get the shell to do something, just type a Python command. For example, type >>> 1+1 and hit Return (do not type the > > >; it is already there). See what happens? To exit the Python Interactive Shell, type exit() and hit Return. 4. Installing Atom The last program to install is Atom Editor. Technically, you can write Python programs in any text editor. But you should use an editor designed for programming, otherwise you will have white space issues and other issues. We recommend Atom since it is the same across all platforms and it’s free. Some people prefer Sublime Text or Komodo Edit. Feel free to use whichever editor you like best. To install Atom, go to https://atom.io/ You should see a yellow "Download" button, which has your computer system's OS information above it. Click on that button. If you are using a Windows computer, the downloaded file will be an .exe file. Double click it and Atom should install automatically. For Linux computers, install the .deb file and then double click on it. You should then be able to install it using your package manager. If you are using a Mac computer, the downloaded file should be a .zip. Double click on that .zip file, and then drag the resulting Atom.app to your applications folder. The first time you attempt to open it, it may warn that it is an unverified application from the internet. Ignore this and click open on the window that pops up. Configuring preferences One of the most controversial aspects of Python is that it treats spaces and tabs very differently. If you accidentally put a tab in your program, it will cause your program will crash. And you will have a hard time finding it because both tabs and spaces look exactly the same. Most of the time, this is not a problem. However, we must first configure Atom so that indentation is consistent across all of our files. First, open Atom. Then, open the Settings menu option; in Windows, it is under the File category, and in Mac, it is under Atom (and is named Preferences). Then, in the settings window that opens, select the Editor category, and scroll down. First, check the boxes "Show Indent Guide" and "Show Invisibles" so that your settings match this image: This will allow you to see both tabs and spaces, and to tell the difference between both. Spaces will look like light dots which are centered vertically on each line. Tabs will look like two '>' characters next to each other. Continue scrolling down. Change the value in "Tab Length" to 4, and click on the value in "Tab Type". This should open a drop-down menu. Select "soft". This will make Atom automatically replace all Tabs you input with 4 spaces. After configuring, these two settings should look like this:
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