Installing Software

BEFORE YOU START, please scan all the instructions. To many of you are jumping directly to one place and missing the other instructions.

These are the tools to install (but wait …)

If you want to replicate the beautiful experience of our goal, you’ll want to install the following tools:

• pyenv and python
• poetry
• quarto
• gh - GITHUB CLI
• git
• visual student code

Once the tools are installed and working, you’ll want to:

• visit the final steps page to sync them all together, then
• visit the VSC page to set up visual studio code properly.
• check out the utilities to help you examine the settings in your PATH and ENV.

Installing the tools

You can install these tools manually one-by-one following links provided above and following the instructions at each site. Follow the instructions completely! I’ve seen many of you miss/forget the final and often most importent instruction.

You may already have these tools installed! Thats OK! Install the ones that you don’t and you’ll be good to go.

If we run into problems, and you had older versions installed, you should consider uninstalling and reinstalling these tools.

CAUTION WITH POETRY

Poetry can be installed using pip install poetry. THIS IS NOT RECOMMENDED! Installing poetry this way will screw up the poetry shell command. Don’t do it!

I recommand that you following the instructions and install poetry without using PIP. Your life will be MUCH easier!

Windows

**Follow the links to install the packages individually.

• pyenv and python
• poetry
• quarto
• git
• gh - GITHUB CLI
• visual student code

Test your install so far.

Close your terminal and reopen a new regular terminal:

pyenv --version
pyenv global 3.12.6
python --version
quarto --version
git --version
gh --version
code --version

You’re done installing the major block of tools.

Mac

Follow these links to install your tools

• pyenv and python
• poetry
• quarto
• git
• gh - GITHUB CLI
• visual student code

Test your install so far

pyenv --version
pyenv global 3.12.6
python --version
quarto --version
git --version
gh --version
code --version

Linux

Follow these links to install your tools

• pyenv and python
• poetry
• quarto
• git
• gh - GITHUB CLI
• visual student code

Test your install so far

pyenv --version
pyenv global 3.12.6
python --version
quarto --version
git --version
gh --version
code --version

Reminders when installing pyenv and poetry

I added these reminders because pyenv and poetry include additional instructions AT THE END that are often missed.

Windows

Install pyenv

Paste the following command into a terminal:

Invoke-WebRequest -UseBasicParsing -Uri "https://raw.githubusercontent.com/pyenv-win/pyenv-win/master/pyenv-win/install-pyenv-win.ps1" -OutFile "./install-pyenv-win.ps1"; &"./install-pyenv-win.ps1"

If you get errors, then you’ll need to take a different approach.

Close your terminal and reopen it with Run as Administrator, then paste the following commands:

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope LocalMachine
Invoke-WebRequest -UseBasicParsing -Uri "https://raw.githubusercontent.com/pyenv-win/pyenv-win/master/pyenv-win/install-pyenv-win.ps1" -OutFile "./install-pyenv-win.ps1"; &"./install-pyenv-win.ps1"

Close the admin terminal and reopen a regular terminal, and paste these commands:

Set PYENV, PYENV_ROOT and PYENV_HOME User environment variables.

[System.Environment]::SetEnvironmentVariable('PYENV',$env:USERPROFILE + "\.pyenv\pyenv-win\","User")
[System.Environment]::SetEnvironmentVariable('PYENV_ROOT',$env:USERPROFILE + "\.pyenv\pyenv-win\","User")
[System.Environment]::SetEnvironmentVariable('PYENV_HOME',$env:USERPROFILE + "\.pyenv\pyenv-win\","User")

Update the user PATH

[System.Environment]::SetEnvironmentVariable('path', $env:USERPROFILE + "\.pyenv\pyenv-win\bin;" + $env:USERPROFILE + "\.pyenv\pyenv-win\shims;" + [System.Environment]::GetEnvironmentVariable('path', "User"),"User")

Test your install. Close the window and reopen a regular terminal:

pyenv --version
pyenv update
pyenv install 3.11.6
pyenv global 3.11.6
python --version

Install poetry

Poetry should be installed using these instructions … NOT using pip install poetry. Before installing this, run the command below to ensure that poetry is cleaned out of your python.

pip uninstall poetry

Verify that you have pyenv and python running before you install poetry.

pyenv --version
python --version

Now install Poetry

(Invoke-WebRequest -Uri https://install.python-poetry.org -UseBasicParsing).Content | python -

Then, add poetry to your User PATH.

[System.Environment]::SetEnvironmentVariable('path', $ENV:APPDATA + "\Python\Scripts;" + [System.Environment]::GetEnvironmentVariable('path', "User"),"User")

Test your install. Close the window and reopen a regular terminal

poetry --version

Finish the Quarto install

Quarto was installed above, but still needs to be properly connected to python.

This code is for testing. However, it won’t stick. You need to visit final steps to create a more permanent fix.

$ENV:QUARTO_PYTHON=$(pyenv which python)
pip install jupyter matplotlib plotly
quarto check

Mac

pip install jupyter matplotlib plotly
quarto check

Linux

pip install jupyter matplotlib plotly
quarto check

Testing your installation

At this point your should be able to run these commands from ANY OS:

pyenv --version
pyenv global 3.11.6
python --version
poetry --version
gh --version
git --version
code --version
quarto check

Verify that the python version displayed by quarto check matches the python version you installed (3.11.6)

Now you can jump ahead to final steps to close the deal!

Troubleshooting

If you’re having trouble with one or more of the tools, try reinstalling and verify that you’re performing ALL the steps described in the installation.

If nothing is working, you can try uninstalling the tools and starting over.

If these tools aren’t working, then you’ll not be able to replicate the beautiful experience of our goal.