OCRmyPDF/docs/installation.rst

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Installation
============
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.. |latest| image:: https://img.shields.io/pypi/v/ocrmypdf.svg
:alt: OCRmyPDF latest released version on PyPI
|latest|
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The easiest way to install OCRmyPDF to follow the steps for your operating system/platform.
If you want to use the latest version of OCRmyPDF, your best bet is to install the most recent version your platform provides, and then upgrade that version by installing the Python binary wheels.
.. contents:: Platform-specific steps
:depth: 2
:local:
Installing on Linux
-------------------
Debian and Ubuntu 16.10 or newer
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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.. |deb-stable| image:: https://repology.org/badge/version-for-repo/debian_stable/ocrmypdf.svg
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:alt: Debian 9 stable ("stretch")
.. |deb-testing| image:: https://repology.org/badge/version-for-repo/debian_testing/ocrmypdf.svg
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:alt: Debian 10 testing ("buster")
.. |deb-unstable| image:: https://repology.org/badge/version-for-repo/debian_unstable/ocrmypdf.svg
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:alt: Debian unstable
.. |ubu-1710| image:: https://repology.org/badge/version-for-repo/ubuntu_17_10/ocrmypdf.svg
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:alt: Ubuntu 17.10
.. |ubu-1804| image:: https://repology.org/badge/version-for-repo/ubuntu_18_04/ocrmypdf.svg
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:alt: Ubuntu 18.04 LTS
.. |ubu-1810| image:: https://repology.org/badge/version-for-repo/ubuntu_18_10/ocrmypdf.svg
:alt: Ubuntu 18.10
+-------------------------------------------+
| **OCRmyPDF version** |
+-------------------------------------------+
| |latest| |
+-------------------------------------------+
| |deb-stable| |deb-testing| |deb-unstable| |
+-------------------------------------------+
| |ubu-1710| |ubu-1804| |ubu-1810| |
+-------------------------------------------+
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Users of Debian 9 ("stretch") or later or Ubuntu 16.10 or later may simply
.. code-block:: bash
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apt-get install ocrmypdf
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For full details on version availability, check the `Debian Package Tracker <https://tracker.debian.org/pkg/ocrmypdf>`_ or `Ubuntu launchpad.net <https://launchpad.net/ocrmypdf>`_.
If the version available for your platform is out of date, you could opt to install the latest version from source. See `Installing HEAD revision from sources`_.
.. note::
OCRmyPDF for Debian and Ubuntu currently omit the JBIG2 encoder. OCRmyPDF works fine without it but will produce larger output files. If you build jbig2enc from source, ocrmypdf 7.0.0 and later will automatically detect it on the ``PATH``. To add JBIG2 encoding, see `Installing the JBIG2 encoder`_.
Installing the latest version on Ubuntu 18.04 LTS
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Ubuntu 18.04 includes ocrmypdf 6.1.2. To install a more recent version, first
install the system version to get most of the dependencies:
.. code-block:: bash
sudo apt-get update
sudo apt-get install \
ocrmypdf \
python3-pip
There are a few dependency changes between ocrmypdf 6.1.2 and 7.x. Let's get
these, too.
.. code-block:: bash
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sudo apt-get install \
libexempi3 \
pngquant
Then install the most recent ocrmypdf for the local user and set the user's ``PATH`` to check for the user's Python packages.
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.. code-block:: bash
export PATH=$HOME/.local/bin:$PATH
pip3 install --user ocrmypdf
To add JBIG2 encoding, see `Installing the JBIG2 encoder`_.
Ubuntu 16.04 LTS
^^^^^^^^^^^^^^^^
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No package is currently available for Ubuntu 16.04, but you can install the dependencies manually:
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.. code-block:: bash
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sudo apt-get update
sudo apt-get install \
ghostscript \
libexempi3 \
pngquant \
python3-cffi \
python3-pip \
qpdf \
tesseract-ocr \
unpaper
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If you wish install OCRmyPDF for the current user, and ensure that the ``PATH``
environment variable contains ``$HOME/.local/bin``.
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.. code-block:: bash
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export PATH=$HOME/.local/bin:$PATH
pip3 install --user ocrmypdf
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Alternately, you can install ocrmypdf system-wide. (Not recommended.)
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.. code-block:: bash
sudo pip3 install ocrmypdf
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At your option, you may upgrade Ubuntu 16.04 LTS to Tesseract 4.0 for improved OCR results.
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.. code-block:: bash
sudo apt-get install -y software-properties-common python-software-properties
sudo add-apt-repository ppa:alex-p/tesseract-ocr -y
sudo apt-get update
sudo apt-get upgrade tesseract-ocr
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To add JBIG2 encoding, see `Installing the JBIG2 encoder`_.
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Ubuntu 14.04 LTS
^^^^^^^^^^^^^^^^
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Installing on Ubuntu 14.04 LTS (trusty) is more difficult than some other options, because it is older and does not provide ``pip``.
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Update apt-get:
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.. code-block:: bash
sudo apt-get update
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Install system dependencies:
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.. code-block:: bash
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sudo apt-get install \
software-properties-common python-software-properties \
zlib1g-dev \
libexempi3 \
libjpeg-dev \
libffi-dev \
pngquant \
qpdf
We will need backports of Ghostscript 9.16, libav-11 (for unpaper 6.1), Tesseract 4.00 (alpha), and Python 3.6. This will replace Ghostscript and Tesseract 3.x on your system. Python 3.6 will be installed alongside the system Python 3.4.
If you prefer to not modify your system in this matter, consider using a Docker container.
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.. code-block:: bash
sudo add-apt-repository ppa:vshn/ghostscript -y
sudo add-apt-repository ppa:heyarje/libav-11 -y
sudo add-apt-repository ppa:alex-p/tesseract-ocr -y
sudo add-apt-repository ppa:jonathonf/python-3.6 -y
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sudo apt-get update
sudo apt-get install \
python3.6-dev \
ghostscript \
tesseract-ocr \
tesseract-ocr-eng \
libavformat56 libavcodec56 libavutil54 \
wget
Now we need to install ``pip`` and let it install ocrmypdf:
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.. code-block:: bash
curl https://bootstrap.pypa.io/ez_setup.py -o - | python3.6 && python3.6 -m easy_install pip
pip3.6 install ocrmypdf
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The ``wget`` command will download a program and run it.
These installation instructions omit the optional dependency ``unpaper``, which is only available at version 0.4.2 in Ubuntu 14.04. The author could not find a backport of ``unpaper``, and created a .deb package to do the job of installing unpaper 6.1 (for x86 64-bit only):
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.. code-block:: bash
wget -q 'https://www.dropbox.com/s/vaq0kbwi6e6au80/unpaper_6.1-1.deb?raw=1' -O unpaper_6.1-1.deb
sudo dpkg -i unpaper_6.1-1.deb
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To add JBIG2 encoding, see `Installing the JBIG2 encoder`_.
ArchLinux
^^^^^^^^^
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.. image:: https://repology.org/badge/version-for-repo/aur/ocrmypdf.svg
:alt: ArchLinux
:target: https://repology.org/metapackage/ocrmypdf
The author is aware of an `ArchLinux package for ocrmypdf <https://aur.archlinux.org/packages/ocrmypdf/>`_. It seems like the following command might work.
.. code-block:: bash
pacman -S ocrmypdf
Other Linux packages
^^^^^^^^^^^^^^^^^^^^
See the `Repology <https://repology.org/metapackage/ocrmypdf/versions>`_ page.
In general, first install the OCRmyPDF package for your system, then optionally use the procedure `Installing with Python pip`_ to install a more recent version.
Installing on macOS
-------------------
Homebrew
^^^^^^^^
.. image:: https://img.shields.io/homebrew/v/ocrmypdf.svg
:alt: homebrew
:target: http://brewformulas.org/Ocrmypdf
OCRmyPDF is now a standard `Homebrew <https://brew.sh>`_ formula. To install on macOS:
.. code-block:: bash
brew install ocrmypdf
.. note::
Users who previously installed OCRmyPDF on macOS using ``pip install ocrmypdf`` should remove the pip version (``pip3 uninstall ocrmypdf``) before switching to the Homebrew version.
.. note::
Users who previously installed OCRmyPDF from the private tap should switch to the mainline version (``brew untap jbarlow83/ocrmypdf``) and install from there.
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Manual installation on macOS
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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These instructions probably work on all macOS supported by Homebrew.
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If it's not already present, `install Homebrew <http://brew.sh/>`_.
Update Homebrew:
.. code-block:: bash
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brew update
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Install or upgrade the required Homebrew packages, if any are missing. To do this, download the ``Brewfile`` that lists all of the dependencies to the current directory, and run ``brew bundle`` to process them (installing or upgrading as needed). ``Brewfile`` is a plain text file.
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.. code-block:: bash
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wget https://github.com/jbarlow83/OCRmyPDF/raw/master/.travis/Brewfile
brew bundle
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This will include the English, French, German and Spanish language packs. If you need other languages you can optionally install them all:
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.. _macos-all-languages:
.. code-block:: bash
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brew install tesseract --with-all-languages # Option 2: for all language packs
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Update the homebrew pip:
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.. code-block:: bash
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pip3 install --upgrade pip
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You can then install OCRmyPDF from PyPI, for the current user:
.. code-block:: bash
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pip3 install --user ocrmypdf
or system-wide:
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.. code-block:: bash
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pip3 install ocrmypdf
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The command line program should now be available:
.. code-block:: bash
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ocrmypdf --help
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.. _docker-install:
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Installing the Docker image
---------------------------
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For some users, installing the Docker image will be easier than installing all of OCRmyPDF's dependencies. For Windows, it is the only option.
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If you have `Docker <https://docs.docker.com/>`_ installed on your system, you can install a Docker image of the latest release.
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Follow the Docker installation instructions for your platform. If you can run this command successfully, your system is ready to download and execute the image:
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.. code-block:: bash
docker run hello-world
OCRmyPDF will use all available CPU cores. By default, the VirtualBox machine instance on Windows and macOS has only a single CPU core enabled. Use the VirtualBox Manager to determine the name of your Docker engine host, and then follow these optional steps to enable multiple CPUs:
.. code-block:: bash
# Optional step for Mac OS X users
docker-machine stop "yourVM"
VBoxManage modifyvm "yourVM" --cpus 2 # or whatever number of core is desired
docker-machine start "yourVM"
eval $(docker-machine env "yourVM")
Assuming you have a Docker engine running, you can download one of the three available images:
.. list-table::
:widths: auto
:header-rows: 1
* - Image name
- Download command
- Notes
* - ocrmypdf
- ``docker pull jbarlow83/ocrmypdf``
- Latest ocrmypdf with Tesseract 4.0.0-beta1 on Ubuntu 18.04. Includes English, French, German, Spanish, Portugeuse and Simplified Chinese.
* - ocrmypdf-polyglot
- ``docker pull jbarlow83/ocrmypdf-polyglot``
- As above, with all available language packs.
For example:
.. code-block:: bash
docker pull jbarlow83/ocrmypdf
Then tag it to give a more convenient name, just ocrmypdf:
.. code-block:: bash
docker tag jbarlow83/ocrmypdf ocrmypdf
.. _docker-polyglot:
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The alternative "polyglot" image provides `all available language packs <https://github.com/tesseract-ocr/tesseract/blob/master/doc/tesseract.1.asc#languages>`_.
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You can then run ocrmypdf using the command:
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.. code-block:: bash
docker run --rm ocrmypdf --help
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To execute the OCRmyPDF on a local file, you must `provide a writable volume to the Docker image <https://docs.docker.com/userguide/dockervolumes/>`_, and both the input and output file must be inside the writable volume. This example command uses the current working directory as the writable volume:
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.. code-block:: bash
docker run --rm -v "$(pwd):/home/docker" <other docker arguments> ocrmypdf <your arguments to ocrmypdf>
In this worked example, the current working directory contains an input file called ``test.pdf`` and the output will go to ``output.pdf``:
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.. code-block:: bash
docker run --rm -v "$(pwd):/home/docker" ocrmypdf --skip-text test.pdf output.pdf
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.. note:: The working directory should be a writable local volume or Docker may not have permission to access it.
Note that ``ocrmypdf`` has its own separate ``-v VERBOSITYLEVEL`` argument to control debug verbosity. All Docker arguments should before the ``ocrmypdf`` image name and all arguments to ``ocrmypdf`` should be listed after.
In some environments the permissions associated with Docker can be complex to configure. The process that executes Docker may end up not having the permissions to write the specified file system. In that case one can stream the file into and out of the Docker process and avoid all permission hassles, using ``-`` as the input and output filename:
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.. code-block:: bash
docker run --rm -i ocrmypdf <other arguments to ocrmypdf> - - <input.pdf >output.pdf
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For convenience, a shell alias can hide the docker command:
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.. code-block:: bash
alias ocrmypdf='docker run --rm -v "$(pwd):/home/docker" ocrmypdf'
ocrmypdf --version # runs docker version
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Or in the wonderful `fish shell <https://fishshell.com/>`_:
.. code-block:: fish
alias ocrmypdf 'docker run --rm -v (pwd):/home/docker ocrmypdf'
funcsave ocrmypdf
.. note::
The ocrmypdf Docker images are designed for application delivery, to enable use of OCRmyPDF without fussing with dependencies. ``docker run --rm`` argument tells Docker to delete the container after it runs, because each container is only good for a single job. The Docker image is not designed for use as a persistent web service or for use on Amazon EC2 Container Service (AWS ECS).
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Installing on Windows
---------------------
Direct installation on Windows is not possible. `Install the Docker <docker-install_>`_ container as described above. Ensure that your command prompt can run the docker "hello world" container.
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It would probably not be too difficult to run on Windows. The main reason this has been avoided is the difficulty of packaging and installing the various non-Python dependencies: Tesseract, QPDF, Ghostscript, Leptonica. Pull requests to add or improve Windows support would be quite welcome.
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Running on Windows
~~~~~~~~~~~~~~~~~~
The command line syntax to run ocrmypdf from a command prompt will resemble:
.. code-block:: bat
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docker run -v /c/Users/sampleuser:/home/docker ocrmypdf --skip-text test.pdf output.pdf
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where /c/Users/sampleuser is a Unix representation of the Windows path C:\\Users\\sampleuser, assuming a user named "sampleuser" is running ocrmypdf on a file in their home directory, and the files "test.pdf" and "output.pdf" are in the sampleuser folder. The Windows user must have read and write permissions.
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`Bash on Ubuntu on Windows <https://github.com/Microsoft/BashOnWindows>`_ should also be a viable route for running the OCRmyPDF Docker container.
Installing with Python pip
--------------------------
OCRmyPDF is delivered by PyPI because it is a convenient way to install the latest version. However, PyPI and ``pip`` cannot address the fact that ``ocrmypdf`` depends on certain non-Python system libraries and programs being instsalled.
For best results, first install `your platform's version <https://repology.org/metapackage/ocrmypdf/versions>`_ of ``ocrmypdf``, using the instructions elsewhere in this document. Then you can use ``pip`` to get the latest version if your platform version is out of date. Chances are that this will satisfy most dependencies.
Use ``ocrmypdf --version`` to confirm what version was installed.
Then you can install the latest OCRmyPDF from the Python wheels. First try:
.. code-block:: bash
pip3 install --user ocrmypdf
You should then be able to run ``ocrmypdf --version`` and see that the latest version was located.
Since ``pip3 install --user`` does not work correctly on some platforms, notably Ubuntu 16.04 and older, and the Homebrew version of Python, instead use this for a system wide installation:
.. code-block:: bash
pip3 install ocrmypdf
Requirements for pip and HEAD install
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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OCRmyPDF currently requires these external programs and libraries to be installed:
- Python 3.5 or newer
- Ghostscript 9.15 or newer
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- libexempi3 2.2.0 or newer
- qpdf 7.0.0 or newer
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- Tesseract 3.04 or newer
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As of ocrmypdf 7.0.0, the following versions are recommended:
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- Python 3.7
- Ghostscript 9.23
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- libexempi3 2.4.5
- qpdf 8.1.0
- Tesseract 4.0.0-beta1
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- jbig2enc 0.29 or newer
- pngquant 2.5 or newer
- unpaper 6.1
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jbig2enc, pngquant, and unpaper are optional. If missing certain features are disabled. OCRmyPDF will discover them as soon as they are available.
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**jbig2enc**, if present, will be used to optimize the encoding of monochrome images. This can significantly reduce the file size of the output file. It is not required. `jbig2enc <https://github.com/agl/jbig2enc>`_ is not generally available for Ubuntu or Debian due to lingering concerns about patent issues, but can easily be built from source. To add JBIG2 encoding, see `Optional: installing the JBIG2 encoder`_.
**pngquant**, if present, is optionally used to optimize the encoding of PNG-style images in PDFs (actually, any that are that losslessly encoded) by lossily quantizing to a smaller color palette. It is only activated then the ``--optimize`` argument is ``2`` or ``3``.
**unpaper**, if present, enables the ``--clean`` and ``--clean-final`` command line options.
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These are in addition to the Python packaging dependencies, meaning that unfortunately, the ``pip install`` command cannot satisfy all of them.
Python 3.7 and Tesseract 4.0.0-beta.1 are recommended for best OCR results and best performance.
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Installing HEAD revision from sources
-------------------------------------
If you have ``git`` and Python 3.5 or newer installed, you can install from source. When the ``pip`` installer runs, it will alert you if dependencies are missing.
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To install the HEAD revision from sources in the current Python 3 environment:
.. code-block:: bash
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pip3 install git+https://github.com/jbarlow83/OCRmyPDF.git
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Or, to install in `development mode <https://pythonhosted.org/setuptools/setuptools.html#development-mode>`_, allowing customization of OCRmyPDF, use the ``-e`` flag:
.. code-block:: bash
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pip3 install -e git+https://github.com/jbarlow83/OCRmyPDF.git
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You may find it easiest to install in a virtual environment, rather than system-wide:
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.. code-block:: bash
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git clone -b master https://github.com/jbarlow83/OCRmyPDF.git
python3 -m venv
source venv/bin/activate
cd OCRmyPDF
pip3 install .
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However, ``ocrmypdf`` will only be accessible on the system PATH
when you activate the virtual environment.
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To run the program:
.. code-block:: bash
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ocrmypdf --help
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If not yet installed, the script will notify you about dependencies that
need to be installed. The script requires specific versions of the
dependencies. Older version than the ones mentioned in the release notes
are likely not to be compatible to OCRmyPDF.
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For development
~~~~~~~~~~~~~~~
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To install all of the development and test requirements:
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.. code-block:: bash
git clone -b master https://github.com/jbarlow83/OCRmyPDF.git
python3 -m venv
source venv/bin/activate
cd OCRmyPDF
pip install -e .
pip install -r dev_requirements.txt -r test_requirements.txt
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To add JBIG2 encoding, see `Installing the JBIG2 encoder`_.