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VirtualBox 3.1: Beginner's Guide
VirtualBox 3.1: Beginner's Guide

VirtualBox 3.1: Beginner's Guide: Deploy and manage a cost-effective virtual environment using VirtualBox

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VirtualBox 3.1: Beginner's Guide

Chapter 2. Creating Your First Virtual Machine: Ubuntu Linux

The first time I used VirtualBox was to write a book about using the Apache Roller blog server in Linux, and because I needed to use my beloved MS Word software for the writing part, I had to struggle between a Windows XP and a Linux PC. When I installed VirtualBox on my Windows XP machine and tried a copy of Ubuntu Linux in a virtual machine, I was amazed! I could even use my Windows screen capture software to capture all the Linux screenshots for my book!

That's why I decided to use Ubuntu Linux for this chapter's exercises. In my humble opinion, it's the most friendly and fascinating Linux distribution for beginners.

In this chapter you shall:

  • Create your first virtual machine in VirtualBox, using Ubuntu Linux

  • Learn about your virtual machine's basic configuration

  • Download and install Ubuntu Linux on your virtual machine

  • Learn how to start and stop your virtual machine

So let's get on with it...

Getting started


In this chapter, you'll need to download the Ubuntu Linux Desktop Live CD. It's a pretty big download (700 MB approximately), so I'd recommend you to start downloading it as soon as possible. With a 4 Mbps Internet connection, you'd need approximately 1 hour to download a copy of Ubuntu Linux Desktop.

That's why I decided to change the order of some sections in this chapter. After all, action is what we're looking for, right?

Downloading the Ubuntu Linux Live CD

After finishing the exercise in this section, you can jump straight ahead into the next section while waiting for your Ubuntu Live CD to download. That way, you'll have to wait for less time, and your virtual machine will be ready for some action!

Time for action – downloading the Ubuntu Desktop Live CD


In the following exercise I'll show you how to download the Ubuntu Linux Desktop Edition from the official Ubuntu website.

  1. Open your web browser, and type http://www.ubuntu.com in the address bar. The Ubuntu Home Page will appear. Click on the Ubuntu Desktop Download link to continue:

  2. The Download Ubuntu page will show up next. Ubuntu's most recent version will be selected by default (Ubuntu Desktop 9.10, at the time of this writing). Select a location near you, and click on the Begin download button to continue.

    Note

    The Ubuntu Download page lets you download the 32-bit version automatically. If you want the 64-bit version of Ubuntu 9.10, you'll need to click on the Alternative download options link below the Download locations list box. The exercises in this chapter use the 32-bit version.

  3. You'll be taken to the download page. After a few seconds, your download will start automatically. Select the Save File option in your browser...

Creating your Ubuntu Linux VM


Now that you installed VirtualBox, it's time to learn how to work with it. I've used other virtualization products such as VMware besides VirtualBox, and in my humble opinion, the user interface in VirtualBox is a delight to work with.

Time for action – creating a virtual machine


At last you have the chance to use Windows and Linux side by side! This is one of the best features VirtualBox has to offer when you want the best of both worlds!

  1. Open VirtualBox, and click on the New button (or press Ctrl+N) to create a new virtual machine:

  2. The Welcome to the New Virtual Machine Wizard! dialog will show up. Click on Next to continue. Type UbuntuVB in the Name field, select Linux as the Operating System and Ubuntu as the Version in the VM Name and OS Type dialog.

  3. Click on Next to continue. You can leave the default 384 MB value in the Memory dialog box or choose a greater amount of RAM, depending on your hardware resources.

  4. Click on Next to continue. Leave the default values in the Virtual Hard Disk dialog, and click on Next twice to enter the Create New Virtual Disk wizard. Leave the default Dynamically Expanding Storage option in the Hard Disk Storage Type dialog, and click on Next to continue.

  5. Leave the default values chosen by...

Configuring basic settings for your Ubuntu Linux VM


All right, you created your Ubuntu virtual machine and downloaded a copy of Ubuntu Desktop Live CD. Can you start installing Ubuntu now? I know you'll hate me, but nope, you can't. We need to tell your virtual machine where to boot the Live CD from, as if we were using a real PC. Follow me, and I'll show you the basic configuration settings for your VM, so you can start the Ubuntu installation ASAP!

Time for action – basic configuration for your VM


In this exercise you'll learn how to adjust some settings for your virtual machine, so you can install Ubuntu Linux on it.

  1. Open VirtualBox, select your UbuntuVB virtual machine, and click on the Settings button:

  2. The UbuntuVB – Settings dialog will appear, showing all the settings in the General tab.

  3. Click on the Storage category from the list in the left panel. Then select the Empty slot located just below the UbuntuVB.vdi hard disk image, under the IDE Controller element inside the Storage Tree panel, and click on the Invoke Virtual Media Manager button ():
  4. The Virtual Media Manager dialog will appear next. Click on the Add button to add the Ubuntu Linux Live CD ISO image:

  5. The Select a CD/DVD-ROM disk image file dialog will show up next. Navigate to the directory where you downloaded the Ubuntu Desktop ISO image, select it, and click on the Open button to continue.

  6. The Ubuntu Desktop ISO image will appear selected in the CD/DVD Images tab...

Installing Ubuntu Linux on your VM


Now everything's ready to start installing Ubuntu! At last you're about to see this wonderful piece of software in action...

Time for action – installing Ubuntu Desktop on your VM


Ok, it's time to try out our new toy! Get ready for the ride of your life...

  1. Click on the Start button to start your virtual machine:

  2. An Information dialog will appear to tell you that the Auto capture keyboard option is turned on. Enable the Do not show this message again option, and click on OK to continue.

  3. Another Information dialog will show up to tell you about the color depth of your virtual machine. Enable the Do not show this message again option, and click on OK to continue.

  4. The Ubuntu menu screen will show up, along with a pop-up menu where you can select the language of installation. Click anywhere inside the virtual machine screen, and the following information dialog will pop up:

  5. Enable the Do not show this message again, and click on Capture to continue. The mouse pointer will disappear, and you will be able to move along the language menu. Select the English option, and press Enter to continue.

    Tip

    Remember you can press Right...

Running your Ubuntu Linux VM


This is going to be the most entertaining section of the chapter: you'll get to play with your brand-new Ubuntu Linux virtual machine! If you haven't used Linux before, I'd definitely recommend that you browse through the Ubuntu documentation at https://help.ubuntu.com/9.10/index.html.

Time for action – running Ubuntu Linux


The best way to test your new virtual machine is experimenting, so let's get on with it!

  1. Open VirtualBox (in case you closed it after the last section's exercise), select your UbuntuVB virtual machine, and click on Start to turn it on:

  2. Ubuntu will start to boot in your virtual machine. Eventually, the Ubuntu logo will show up along with the progress bar and, after a few seconds (or minutes, depending on your hardware), the Ubuntu login screen will show up. Click inside the virtual machine screen to capture the mouse and keyboard, type the username you assigned in the installation process, and hit Enter to continue.

  3. Now type the password for your username, and hit Enter again. Ubuntu will start to load. When finished, you'll see the Ubuntu GNOME Desktop screen:

  4. One of the first things you'll notice is the Update Manager dialog. This dialog shows up when your Ubuntu system needs software updates. Click on Install Updates to start the updating process. Normally...

Time for action – web browsing in your Ubuntu VM


You have your virtual machine installed. What's next? Let's surf the web! After all, what could be more important than that?

  1. Open the Applications menu on your Ubuntu virtual machine, and select Internet | Firefox Web Browser from the menu:

  2. The Mozilla Firefox window will show the Ubuntu Start Page. Type virtualbox.org on the address bar and press Enter:

  3. The VirtualBox homepage should appear as an indication that you have Internet access in your virtual machine. You can close Mozilla Firefox now.

    Note

    If you cannot connect to Internet from your virtual machine, check your host's network settings. If you can connect from your host, try using another virtual network adapter type in your virtual machine to see if the problem disappears. In Chapter 6, Networking with Virtual Machines, you'll find out how to change the network adapter type in your virtual machines.

What just happened?

Well, this exercise is not really hard, right? But this is a cool...

Time for action – using OpenOffice.org


Ubuntu comes with OpenOffice.org, the open source productivity suite that has proven to be an effective alternative to MS Office for Linux users. Now let's try it out on your new Ubuntu virtual machine...

  1. Open the Applications menu on your Ubuntu virtual machine, and select Office | OpenOffice.org Word Processor from the menu:

  2. The Untitled 1 – OpenOffice.org Writer window will appear. You can use OpenOffice Writer as if you were on a real machine:

  3. Now go to the Applications menu again, and this time select the Office | OpenOffice.org Spreadsheet option.

  4. The Untitiled 2 – OpenOffice.org Calc window will show up, overlapping the Writer window. You can also work with it as in a real PC:

  5. And now, go back to the Application menu, and select the Office | OpenOffice.org Presentation option.

  6. The Presentation Wizard screen will show up. Select the Empty Presentation option, click on Next twice, and then click on Create to continue. The Untitled 3 – OpenOffice.org...

Time for action – shutting down your VM


Now it's time to stop whining and start learning how to shut down your virtual machine...

  1. Make sure you close all the applications inside your virtual machine, open the Mozilla Firefox Web browser, 'uncapture' your keyboard and mouse so that you can move to the VirtualBox main menu, and select the Machine | Close option.

  2. The Close Virtual Machine dialog will show up with three choices for shutting down your virtual machine. Select the Save the machine state option, and click on OK to continue:

  3. VirtualBox will show the following dialog before shutting down the virtual machine:

  4. Once your virtual machine's state is saved, it will shut down automatically, and you'll be returned to the VirtualBox main screen. Also, your UbuntuVB virtual machine status indicator will change from Powered Off to Saved. If you start it again, it will continue exactly where it was left off, with the Mozilla Firefox web browser window open.

  5. Start your UbuntuVB virtual machine again...

Summary


I hope you enjoyed the exercises in this chapter, especially if you've never used Ubuntu Linux before (or any other Linux distro whatsoever). Here you learned about the basic settings needed to create a virtual machine, installed the Ubuntu operating system, ran the virtual machine, and shut it down appropriately.

Specifically, we covered:

  • How to download the Ubuntu Linux Desktop Live CD

  • How to configure a new virtual machine in VirtualBox

  • How to adjust your virtual machine's basic settings to install Ubuntu on it

  • How to install the Ubuntu Linux Desktop operating system on your VM

  • How to use the VirtualBox host key and to 'capture'/'uncapture' the mouse and keyboard in your virtual machine

  • How to run your Ubuntu virtual machine and test some basic functions such as Internet access and OpenOffice.org applications

  • The different choices available when shutting down your virtual machine

Now that you are capable of creating a virtual machine based on the Ubuntu Linux distribution, let's see how...

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Key benefits

  • Get up and running with VirtualBox to start working with your own virtual machines
  • Effectively administer and use virtual machines in a home/office environment
  • Analyze virtual machines with the most commonly used software tools
  • Create your first virtual machine with VirtualBox on Windows/Linux with step-by-step instructions and screenshots

Description

The furore around virtualization is taking the technology world by storm and is a must for efficient utilization of network server capacity, storage administration, energy, and capital. VirtualBox is free and this brings down your upfront costs for an agile data center. VirtualBox will transform your IT infrastructure into a lean Data Center on a Windows XP/7 or Ubuntu Linux platform. Although VirtualBox has grown by leaps and bounds, there is not enough documentation to guide you through its features and implementation.This hands-on guide gives you a thorough introduction to this award-winning virtualization product. It will help you to implement the right virtual environment for you. Additionally, this book will help you set up an environment that will work for your system. You will learn to architect and deploy your first virtual machine without being overwhelmed by technical details.This practical book unveils the robust capabilities and easy-to-use graphical interface of VirtualBox to help you to effectively administer and use virtual machines in a home/office environment. You begin by creating your first virtual machine on a Windows/Linux guest operating system and installing guest additions. The book then goes on to discuss the various formats that VirtualBox supports and how it interacts with other formats. The comprehensive instructions will help you to work with all the networking modes offered by VirtualBox. Virtual appliances will be explained in detail—how they help to reduce installation time for virtual machines and run them from VirtualBox.By the end of this book you will be able to run your own headless VirtualBox server, to create, manage, and run virtual machines in that server from a remote PC.

Who is this book for?

If you are a System Administrator who has to set up a virtual machine and want to use an open source tool to do it this book will prove invaluable. No prior knowledge of VirtualBox is required, but you should have experience with general system administration.

What you will learn

  • Download and install VirtualBox in a Windows/Linux environment
  • Create your virtual machine on VirtualBox, using Ubuntu Linux Desktop/Windows XP as the "guest" operating system
  • Share folders and pass information between the host and the guest operating systems
  • Explore the Hardware 3D Acceleration feature available in Windows and Linux guests
  • Revert the state of a virtual machine using snapshots
  • Architect a virtual machine using fixed and dynamically expanding hard drive images and choose the appropriate hard disk controller
  • Clone hard disks using the Virtual Media Manager
  • Connect a virtual machine to the Internet and a local network using the default NAT mode
  • Illustrations for using WordPress, Drupal, and File Server virtual appliances
  • Set up a headless server and create, manage, and run virtual machines in that server from a remote PC
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Publication date : Apr 15, 2010
Length: 348 pages
Edition : 1st
Language : English
ISBN-13 : 9781847199140
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Table of Contents

8 Chapters
Getting to Work with VirtualBox Chevron down icon Chevron up icon
Creating Your First Virtual Machine: Ubuntu Linux Chevron down icon Chevron up icon
Creating Your Second Virtual Machine: Windows 7 Chevron down icon Chevron up icon
Installing Guest Additions and Advanced Settings Chevron down icon Chevron up icon
Storing Data in VirtualBox Chevron down icon Chevron up icon
Networking with Virtual Machines Chevron down icon Chevron up icon
Using Virtual Appliances Chevron down icon Chevron up icon
Managing your Virtual Machines from a Remote Computer Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.3
(4 Ratings)
5 star 25%
4 star 75%
3 star 0%
2 star 0%
1 star 0%
Greg Duncan Jul 04, 2010
Full star icon Full star icon Full star icon Full star icon Full star icon 5
OverviewThe book takes you from download to being productive with Sun's/Oracle's VirtualBox. Each chapter builds on the previous and not only walks you through each topic area step by step but also takes a step back and talks about "what just happened." (i.e. it's not a ton of simple screenshots and "click, click, click" instructions but also works to "teach you to fish")LikesOne of the things I liked about the book is used a number of techniques to engage the reader and to help get a chapter's point across. For example, an ongoing story/scenario was used to relate a chapter to something that might have, or will, happen to you "in the real world." This made the reading more engaging, applicable and much less dry. It also took you beyond what you might read online (via wiki's, VirtualBox doc's, etc).That was one of my questions when first getting the book. What will this teach me that I couldn't just look up online? How is the price of the book versus the tons of free online information?The problem is that the "tons of online information" is really "crud loads of data." It's up to the reader to turn it into "information" and then wisdom. This book jumpstarts your drive to VirtualBox wisdom, helping you better "know what you don't know."It's a Beginner's Guide, so you'll not walk away a VirtualBox Zen Master, but you WILL be on the path towards becoming one... (especially if you were like me and hadn't ever installed or used VirtualBox)ImprovementsWhat did I think could be improved? Well I live in a mostly Microsoft world... So I wish there had been a little more coverage there. For example, Microsoft makes a number of it's trial products available as VM's. I would have liked to see some guidance/help/information on taking an existing Virtual PC 2007/Windows Virtual PC/Hyper-V VHD and converting it VirtualBox. Also I'd have liked to see why VirtualBox is better than the Windows Virtual PC that I already have. Something simple, a side-by-side chart would do. Just something to help me get over the concern of having two VM systems in place on the same machine (Windows 7 Virtual PC and VirtualBox).What did I learn?So did I actually apply anything I read in the book? You bet! Just yesterday, I used this book to help me resolve an issue my son and I were having with a legacy game what wouldn't run well on Win7 x64 (nor in Windows Virtual PC). After reading this book and finally having my eyes opened to the capabilities of VirtualBox, it seemed well worth the effort to try to resolve this long standing issue.So I downloaded the latest version of VirtualBox and was able to very quickly, because I already had exposure to, and a basic understanding of from my reading, get a VM created, storage added, settings configured, tweaked and VM shared. In the end I was able to be a Tech Hero to my son because I was finally able to get the game he's wanted to play for months now working on his notebook. All because of this book (and VirtualBox)... I'll call that a win!Final ThoughtsIn the end, one thing to remember is the subtitle "Beginner's Guide"... It's not Level 400 material, but then again it's not supposed to be! It's a guide to take the VirtualBox uninitiated and get you working and productive with it with no fuss, muss or tears.Would I recommend a friend or coworker buy this book if they wanted to learn about VirtualBox (even if they lived in a mostly Microsoft world)? Oh yeah, no question about it. Matter of fact I AM going to be recommending it to a number of coworkers whom I know are VirtualBox users... ;)
Amazon Verified review Amazon
A. Hidayat Dec 25, 2010
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
If you ever wonder what VirtualBox is or want to use VirtualBox as your virtualization solution, this book is recommended for you!The book starts with a clear introduction and continues with hands-on, detailed step-by-step instructions on how to setup virtual machine running both Ubuntu Linux and Windows 7. The instructions are descriptive, easy to follow, and supported by a rich set of screen captures.It continues with two important aspects of virtualization: data handling and networking. Both guides come with exemplary examples which you would typically encounter in the real world. While the next chapters on appliance and remote management are probably not something what a VirtualBox beginner would need very soon, they are very handy and provide nice stepping stones towards becoming an expert.A very nice book!
Amazon Verified review Amazon
C. E. Jun 21, 2010
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
The first thing I have to say about this book is that it is very detail oriented. It truly is a beginners guide. I'm positive I could give this book to my father and he'd be able to install, configure and run VirtualBox on Windows or Linux. It outlines, in step-by-step detail, everything you'd like to know about VirtualBox. Even though I consider myself a Virtualbox veteran, I followed along with some of the tutorials and was impressed that no detail was left out.One of the things that really stands out about this title is that it includes a huge number of screenshots. The number of screenshots in the book provide any beginner with the visual roadmap they need to complete the task at hand. It covers installing VirtualBox on both a Windows and Ubuntu host, as well as installing and configuring the reverse as guests. If you've never installed VirtualBox before, you'll have an installation up and running in just a few minutes.Beyond installation and configuration, this book goes into detail regarding the command line options (I learned quite a bit from this chapter!) as well. VirtualBox provides a full set of command line tools for starting, stopping, configuring, cloning and creating virtual machines. This makes it a perfectly reasonable candidate for a headless server virtualization solution!This book covers guest additions, disk and image creation and management, all networking options and how they differ, using and creating virtual appliances, using snapshots and even remote management. It really is a good resource for getting started with Virtualization. I'm glad to have a copy of this book in my collection.The sections that were the most useful for me were the networking and command line chapters. I was not familiar with any of the command line tools, and the networking was a little blurry for me. Before getting a copy of this book I was unfamiliar with virtualized networking beyond NAT and Bridged. This book went into enough networking detail that I'm very comfortable with each of the networking options and in what situations each might apply. This will really boost my efficiency and productivity with VirtualBox.For anyone wanting to learn more about virtualization or doing research into cost-effective virtual environment solutions, I would highly recommend VirtualBox 3.1 Beginner's Guide.
Amazon Verified review Amazon
maguay Jul 05, 2010
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
If you're just getting started with desktop virtualization and would like a step-by-step guide to get started, this book may be a great resource for you. It helps you learn by doing, with instructions and screenshots showing you how to do everything from creating your first virtual machine to reverting to a snapshot to remove unwanted changes. More advanced users may already know most of what this book covers, so again, the title is correct; this book is aimed at beginners. That said, if you've been using virtualization but would like to dig a little deeper, look around the "Look Inside" copy above to see if it covers stuff you'd like to learn.Please note: I read the PDF ebook version of this book available directly from the publisher, but the contents are the same as this version. Unfortunately, there's not a Kindle version avilable, but you can always get this PDF version if you'd rather read the book on your computer or eReader device (and save a little money).For more info, check out my full review at [...].
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Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

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Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela