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Drupal Development on a Virtual Ubuntu. Part 1: Install Virtualbox and Ubuntu on Windows

In this screencast, we're going to see how to install Virtualbox on your Windows machine. Then we'll create a new guest Ubuntu installation in order to run LAMP server and install Drupal later on. We'll also install Virtualbox guest additions for better integration with the guest OS and setup shared folders between Windows and Ubuntu.

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Tutorial In a Nutshell

1. Download Virtualbox and Ubuntu

First, you need to download Oracle (formerly Sun) Virtualbox and then Ubuntu. Grab Virtualbox installer for windows and the latest Ubuntu distro image (this tutorial is using Ubuntu 10.04 Lucid). Run the Virtualbox installer.

2. Create and configure a new virtual machine in Virtualbox

In the Virtualbox window click on the New button in the top left corner and then follow the wizard.

Install Virtualbox on Windows 7

Give it a name and choose Operating System: Linux and Version: Ubuntu. Click Next.

Install Virtualbox on Windows 7

In the next window, select the portion of RAM available to your virtual machine, depending on your system. I recommend at least 1024 MB.

Install Virtualbox on Windows 7

Next is Hard Disk setup. It's safe to go with the default Dynamically expanding storage.

Install Virtualbox on Windows 7

Enter the maximum disk size and close the wizard.

Install Virtualbox on Windows 7

You can configure your new Ubuntu virtual machine settings by choosing it and clicking on the Settings button in the top left corner.

3. Install Ubuntu on Virtualbox virtual machine.

As soon as Ubuntu disk image has donwloaded, you can add it by going to File->Virtual Media manager. Then choose CD/DVD Images.

Install Ubuntu 10 on Virtualbox on Windows 7

Click on Add button and find the image. Press Ok when you're done.

Install Ubuntu 10 on Virtualbox on Windows 7

Click start in the main menu and you'll see the First Run Wizard for this machine. Choose the necessary disk image in the Media Source drop down. Finish the wizard.

Install Ubuntu 10 on Virtualbox on Windows 7

Note: once the installation starts, your mouse is going to be captured (i.e. "stuck") in the virtual machine window. Click Right Ctrl to go back to Windows.

Next, leave English as default and choose Install Ubuntu button.

Install Ubuntu 10 on Virtualbox on Windows 7

Choose your time zone and Keyboard layout. Next, choose Erase and use the entire disk option (it's the same disk we've setup before - don't worry, it's not going to delete anything from your computer).

Install Ubuntu 10 on Virtualbox on Windows 7

In the next step, enter your name, your login, password and the name of the computer (for the network, for example). Click forward.

Install Ubuntu 10 on Virtualbox on Windows 7

When you're ready to install, click the install button. Click restart when prompted. Then unmount the disk by going to Devices > CD/DVD Devices and clicking on the ubuntu image used for installation. Then press Enter.

Install Ubuntu 10 on Virtualbox on Windows 7

Once Ubuntu is rebooted, you should run the updates in the Update manager. If you're not prompted, you can find Update Manager in System>Administration menu. Restart when prompted.

Install Ubuntu 10 on Virtualbox on Windows 7

4. Install virtualbox guest additions for Ubuntu guest on Windows host.

Then we're going to install guest additions and setup shared folders. Virtualbox Guest Additions allow much better integration of the guest OS, such as resizing the window and mouse/keyboard integration (for example, copy and pasting). In the Virtualbox window menu, go to Devices>Install Guest Additions...

Install virtualbox guest additions for Ubuntu guest on Windows host

If you don't see the shortcut to the Guest Additions on Ubuntu desktop, you'll probably find it in Places. You'll also might get a prompt from Virtualbox to download the guest additions - agree to that. Open vboxadditions and choose the appropriate file (usually VBoxLinuxAdditions-x86.run).

Install virtualbox guest additions for Ubuntu guest on Windows host

You can also install it using the command line. CD to the vboxadditions directory and then type "sudo ./VBoxLinuxAdditions-x86.run".

Install virtualbox guest additions for Ubuntu guest on Windows host

You'll need to restart to activate guest additions after installation. However, if you want to set up shared folders with your host OS (next step) you'll need to shut down Ubuntu because you can't change settings for the machine that is still running.

5. Set up a shared folder from Windows to Ubuntu on Virtualbox.

When the machine is turned off, go to Settings > Shared Folders. Click on the little folder with a plus button and find a folder you want to be available to Ubuntu. Give it a name.

Set up shared folders from Windows to Ubuntu on Virtualbox

Unmount VBoxGuestAdditions.iso from Devices and start Ubuntu. Open a terminal and create a new directory in your home folder to serve as a mount point for the share and then mount it to your share

$ mkdir [name of directory]

$ sudo mount -t vboxsf [name of share] [name of directory]

Set up shared folders from Windows to Ubuntu on Virtualbox

The shared folder should be accessible now. However, in order to make the mount permanent and not go away on the reboot, you'll need to edit rc.local file.

$ sudo gedit /etc/rc.local

Then add

mount -t vboxsf <name of share> <absolute path to the mount directory>

Save rc.local.

Set up shared folders from Windows to Ubuntu on Virtualbox

6. Install a new language on Ubuntu.

This is optional, but if you want, you can add additional languages in System > Administration > Language Support. Then choose Install Languages.

5. Install a new language on Ubuntu

Don't forget to add the appropriate keyboard layout (Preferences > Keyboard).

5. Install a new language on Ubuntu

Conclusion.

Congratulations, the first vital step to Drupal development on Ubuntu in Virtualbox is done. Next up is LAMP, Drupal, Netbeans and other adventures.