Installing R, R packages (e.g., tidyverse) and Rstudio on Ubuntu Linux

hacking skills
Author

zenggyu

Published

2018-01-29

Modified

2023-06-17

Abstract
Guidance on installing R and related software.

Introduction

The Linux operating system is a great platform for computing. However, it takes some efforts for users who migrate from other operating systems (e.g., Windows) to get started. For example, when I migrated to Linux, I spent quite some time trying to understand how to install the latest version of R on the system. For those of you who are in the same situation like I was, I am writing this tutorial to help. In this tutorial, I will not only show you how it’s done, but will also inform you why each step is necessary, so that you can get a better understanding.

This tutorial is based on Ubuntu, which is perhaps the most popular Linux distribution. Before diving in, here’s something you need to know: (1) most Linux distributions including Ubuntu include a program called bash that runs various kinds of commands such as those for software/package management, e.g., apt; (2) you should not confuse package installation using the apt install command in a bash session (which can be invoked by pressing CTRL+ALT+T) and that using the install.packages() function in an R session (which can be invoked by entering R in a bash session).

Update: I’ve added an appendix at the end of this post, which provides a simple step-by-step guide on how to compile base R from source.

Installing r-base

You can install the r-base package, which includes the essential components of R, using the apt install command. By default, the command will search and install the components from a repository called Universe. However, the version of R included in this repository is typically not up-to-date. Alternatively, you can tell apt install to obtain the latest version directly from a CRAN repository.

Before adding the repository, you will need to add a key to your system so that apt can perform signature checking of the Release File for the added repository to verify its authenticity. The CRAN repository for Ubuntu is signed with the key of “Michael Rutter [email protected]” (see https://cloud.r-project.org/bin/linux/ubuntu/fullREADME.html). The key can be added with the following command in bash:

# sudo apt install curl gnupg
curl -fsSL https://<my.favorite.cran.mirror>/bin/linux/ubuntu/marutter_pubkey.asc | sudo gpg --dearmor -o /etc/apt/trusted.gpg.d/marutter_pubkey.gpg

Note that you should replace <my.favorite.cran.mirror> with one of the urls provided by this site, e.g., cloud.r-project.org, mirrors.tuna.tsinghua.edu.cn/CRAN.

To add a CRAN repository, append /etc/apt/sources.list with the following entry with an editor of your choice:

deb [arch=amd64 signed-by=/etc/apt/trusted.gpg.d/marutter_pubkey.gpg] https://<my.favorite.cran.mirror>/bin/linux/ubuntu <code-name-adjective>-cran40/

In addition to <my.favorite.cran.mirror>, also remember to replace <code-name-adjective> with your Ubuntu release code name adjective (see here for a full list). For example, to obtain the latest R 4.x packages, the entry should be like

# for Ubuntu 24.04
deb [arch=amd64 signed-by=/etc/apt/trusted.gpg.d/marutter_pubkey.gpg]  https://cloud.r-project.org/bin/linux/ubuntu noble-cran40/

or

# for Ubuntu 22.04
deb [arch=amd64 signed-by=/etc/apt/trusted.gpg.d/marutter_pubkey.gpg]  https://cloud.r-project.org/bin/linux/ubuntu jammy-cran40/

or

# for Ubuntu 20.04
deb [arch=amd64 signed-by=/etc/apt/trusted.gpg.d/marutter_pubkey.gpg] https://cloud.r-project.org/bin/linux/ubuntu focal-cran40/

Now that the setup is done, you can install the latest version of R (remember to first update package index files from the repository):

sudo apt update
sudo apt install r-base

Now, you should be able to open R by entering R in bash.

Installing r-base-dev

After the installation of the core packages, you would typically want to install additional R packages using the install.packages() function in R. However, the function depends on the r-base-dev package to compile source code for some R packages. Therefore, prior to using the install.packages() function, you should first install the r-base-dev package. Like r-base, the r-base-dev package can be installed in a bash session:

sudo apt install r-base-dev

Now, you should be able to install most R packages using the install.packages() function in R.

Installing tidyverse

You are perhaps aware that, when you install an R package that depends on other uninstalled R package(s), the install.packges() function will automatically install all the required packages at once, even if you don’t explicitly tell it to.

However, things are different when you install an R package that depends on other uninstalled non-R package(s). Under this circumstance, you will always need to manually install the required package(s) before you use the install.packages() function.

A good example would be an R package called tidyverse. In case you don’t know, the tidyverse is a set of R packages (e.g., ggplot2, dplyr, …) developed for data science (e.g., data visualization, data manipulation, …) under a tidy and elegant design philosophy. You can visit the home page for more information.

In short, the tidyverse package requires the following system dependencies that should be installed in bash:

sudo apt install libcurl4-openssl-dev libssl-dev libxml2-dev libfontconfig1-dev libharfbuzz-dev libfribidi-dev libfreetype6-dev libpng-dev libtiff5-dev libjpeg-dev

Now, you should be able to install tidyverse in R using the install.packages() function:

install.packages("tidyverse")

Conclusions

In this post, I demonstrated and explained the process of installing R, as well as relevant components on Ubuntu. Once you are familiar with the concepts, you should be able to install additional R packages with more ease.

Appendix: Compile from source

TODO: figure out how to build R so that graphics (especially those with CJK characters) can be displayed on screen.

For some reasons, you may want to compile base R from source. A simple step-by-step guide is given below (tested on Ubuntu 22.04 with R 4.2.0; for more details, see the R Installation and Administration manual):

1 For example, I upgraded to Ubuntu 22.04 soon after its initial release and I wanted to install R 4.2, which was also released at about the same time. At the time, the official CRAN repo for the new Ubuntu release was not ready, so I had to compile R from source. If you don’t want to go through the hassle, you may try an unofficial Ubuntu PPA provided by Dirk Eddelbuettel, which is usually more up-to-date than the official one: sudo add-apt-repository ppa:edd/misc && sudo apt update && sudo apt install r-base r-base-dev

2 The dependencies can be found using apt show r-base-core and apt show r-base-dev. Some additional notes: 1. ATLAS (libatlas-base-dev + libatlas3-base) is a better alternative than BLAS (libblas3 + libblas-dev) + LAPACK (liblapack3 + liblapack-dev), in terms of performance. 2. libatlas-base-dev depends on libatlas3-base, and the latter provides libblas.so.3 as well as liblapack.so.3 for r-base-core. 3. Although not mentioned in apt show, libcurl4-gnutls-dev is also required by r-bese-core.

First, install system dependencies using the following commands:

# TODO: categorize dependencies by `capabilities()`

# required by r-base-core
sudo apt install zip unzip libpaper-utils xdg-utils libbz2-1.0 libc6 libcairo2 libcurl4 libglib2.0-0 libgomp1 libicu70 libjpeg8 liblzma5 libpango-1.0-0 libpangocairo-1.0-0 libpcre2-8-0 libpng16-16 libreadline8 libtcl8.6 libtiff5 libtirpc3 libtk8.6 libx11-6 libxt6 zlib1g ucf ca-certificates libcurl4-gnutls-dev

# required by r-base-dev
sudo apt install build-essential gcc g++ gfortran libatlas-base-dev libncurses5-dev libreadline-dev libjpeg-dev libpcre2-dev libpcre3-dev libpng-dev zlib1g-dev libbz2-dev liblzma-dev libicu-dev xauth pkg-config

# required for viewing graphics on-screen (configure R with `--with-x=no` if it is not needed)
sudo apt install xorg-dev

# needed by r-base-dev to build PDF help pages (optional; reasons not to install: 1. they are quite heavy; 2. PDF help pages are redundant since html ones are already included; 3. may interfere with tinytex, which is the recommended tex distribution for RMarkdown/Quarto.)
# sudo apt install texlive-base texlive-latex-base texlive-plain-generic texlive-fonts-recommended texlive-fonts-extra texlive-extra-utils texlive-latex-recommended texlive-latex-extra texinfo

Second, download the source tarfile of the desired R version (e.g., R-4.2.0.tar.gz) from CRAN, extract the content to a directory and execute the following command inside that directory to prepare for build:

./configure \
  --enable-memory-profiling \
  --enable-prebuilt-html \
  --enable-R-shlib \
  --with-blas
  
# TODO: how to build with `--with-tcltk`, `--with-cairo`, `--with-tiff` and `--with-libxml`?
# TODO: build with `--with-x` or `--without-x`?

Last, build, check and install (by default, the installation will be located somewhere under the /usr/local/ directory, e.g., /usr/local/lib/R and /usr/local/bin/R; you can change it in the previous configure step using the --prefix option):

make
make check
sudo make install
sudo chmod -R a+rx /usr/local/lib/R/ /usr/local/bin/R # may need to execute this command to grant privileges