Saturday, December 3, 2011

Ubuntu installation in VirtualBox and set up Shared folder with host

Helping LA has made me realize that I need to document this procedure for archival purposes. I will try to make this as detailed as possible. Hopefully, I don't miss any steps. If I do, anybody can send an email to me.

Host OS: Windows 7 Home Premium  64-bit (HP laptop), CPU-i7 quad core @  2GHz, 8GB RAM
VM: Oracle's Virtualbox (VB)
Guest OS: Ubuntu

Installation of Ubuntu:
1) Download ubuntu .iso file. I downloaded the 64-bit (amd64).
2) Download VirtualBox. After installation, got through the wizard to install Virtualbox. En route, you will see these prompts:
a) OS Type: OS=Linux, Version=Ubuntu
b) Memory: Depending on how extensive you are going to use VB, I put about a quarter of my RAM. You can adjust it later anyway, so don't dawdle here.
c)  Create new hard disk -> with Dynamically expanding storage -> give it a name and half size for me (~4GB).

3) These should bring you to the end of the installation. Now, you need to additionally customize your VM environment. Open VB, right-click on your Ubuntu, click 'Settings'.
a) System > Processor: 1 CPU for now. We will increase it later. KIV.
b) System > Acceleration: ensure that Hardware virtualization options are checked in both 'Enable VT-x/AMD-V' and 'Nested Paging'.
c) Storage > Storage Controller > Empty > Right panel: click 'browse' and find the Ubuntu ISO you downloaded in (1).

4) Double click on ISO to initiate VM. Install Ubuntu (not 'try'). Follow wizard.

**Watch this video on Jane Talks Tech for a more visual and detailed demonstration of a 32-bit Ubuntu installation.

Everything else should be kept default. Until this point, this is the normal procedure for all installations (32- and 64-bit).

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TO ENABLE MULTI-CORE PROCESSING
1) You need to restart the computer and enter the BIOS. To enter BIOS, reboot the computer, press 'Delete' button.

2) After you enter the BIOS, find Advanced BIOS settings > Virtualization > Enabled. Remember to 'Save and exit'. Most new processors should be capable of this function, make use of it.

3) After you log into host, restart VB. Go Settings > System > Processor. I set to 4 out of my 16 CPUs.

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TO SET UP SHARED FOLDERS
Set this up to allow access of host files from the guest system.
1) Create a folder, name of your choice. For illustration purpose, the path of my folder is "C:\Shared".
2) Open VB, go Settings > Shared Folders. Click on the 'Add folder' icon, key in the path, and the folder name. Checking 'read-only' means you will not be able to change anything from the guest machine - guest can only 'download'. A good picture, refer to this website: http://ipggi.files.wordpress.com/2010/03/11-03-2010-10-08-06.png

3) Open a terminal. Type in command:
sudo apt-get install build-essential linux-headers-'uname -r'
This installs some software not installed by default.

4) Start VM and login. Select Devices > CD/DVD Devices > VBoxGuestAdditions.iso
This ISO contains an image of a DVD that contains essential files. Mount this image (something like putting in a virtual CD/DVD into a virtual drive). Run the image using:
sudo /cdrom/VBoxLinnuxAddition-amd64.run
5) You might need to restart the VM.
6) Finally, mount the Shared folder. Open a terminal, type command:
sudo mount -t vboxsf Shared ~/my-shared-foldername-on-guest-OS

7) Check that you have that on your home directory. Put something in that folder on the host and see if you can transfer it to your guest.

8) IMPT: Do not close the terminal. FYI, the above has to be mounted every time you log into Ubuntu, much like an external harddrive. To do this automatically, open this file:
sudo vi /etc/init.d/rc.local
Edit this by adding the "sudo ..." line to the second last line, just before "exit 0;".
Then save and exit (:wq).

9) Close and reopen the terminal. You should see the folder still there.

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