Windows XP + Ubuntu Hardy Heron LTS
Edited Tuesday, June 10 2008

This web-page is part of a larger site giving examples of how to install Windows+Ubuntu Linux operating systems 'dual boot' in a computer.  Illustrated Dual Boot HomePage

This webpage is for the Ubuntu 'Hardy Heron 8.04 LTS', 'alternate CD' installer.
The released install CD is called ubuntu-8.04-alternate-i386.iso, and the md5sum is 166991d61e7c79a452b604f0d25d07f9

Ubuntu Hardy Heron has now been officially released.

This web page is has been newly updated for the officially released Hardy Heron 'Alternate' installation CD.

A little more editing may be done to improve this page as time goes on.


This install guide is for installing Ubuntu 'Hardy Heron', dual boot with Windows XP with the NTFS filesystem. It should be okay for Vista too, but I have only read about Vista, I have not tested Vista myself. The Windows operating system should be installed first, and then Ubuntu.

 For help with the 'Desktop' Live/Install CD, I recommend Aysiu's website,  and in particular, this page, http://www.psychocats.net/ubuntu/installing
And while you are there check out the rest of Aysiu's site too, you'll find lots of other good information there. http://www.psychocats.net/ubuntu/index.php 

 
 For Vista Users, EasyBCD
EasyBCD is NeoSmart Technologies' multiple award-winning answer to tweaking the new Windows Vista bootloader. With EasyBCD, almost anything is possible. Setting up and configuring Windows boot entries is simple, and there is no easier way to quickly boot right into Linux, Mac OS X, or BSD straight from the Windows Vista bootloader - on the fly, no expert knowledge needed!

People wanting to dual boot with two (or more) hard disks should read this great thread and links provided from it on the subject in Ubuntu Web Forums,Dualboot Two Hard Drives.
Thanks confused57 and lha,catlett and all participants for the information in these threads.

Here is is a post by lha about how to install Ubuntu with Windows in a computer with two hard disks without overwriting the IPL for the Windows bootloader in the first hard disk's MBR.
This is a very good method if there is an extra hard disk available.
Particularly note post #6.

Please read the entire  Pre-install Page  of this site before beginning any install.
Please read the whole page and make sure you make the appropriate preparations.

Backing up your important data before beginning any install is especially important.
 

This is not an official Ubuntu website                       

These three are  |  Ubuntu  |   Ubuntu Forums  |    Official Ubuntu Wiki

Here is a link to the Official Ubuntu Installation Guide,  it explains all about the Debian installer.
You should read that first and look at the illustrations in this website after that.                                   

BRIEFING
This install resizes the Windows NTFS partition to a smaller size to make room for the Linux partitions.  Then it creates the Linux EXT3 operating system (root) partition (primary), and one FAT32 logical data partition. Finally, it makes the swap area (logical).

The 'Hardy' alternate CD's partitioner can resize your NTFS partition quite safely.
With the Alternate CD's partitioner, defragging beforehand might help.
It might not be needed, but it wouldn't do any harm to run CHKDSK /R on your Windows NTFS file system before-hand too, if that's not too inconvenient for you.

Ubuntu 'Gutsy Gibbon' or 'Hardy Heron' can write to your NTFS file system okay too.
The purpose of the separate FAT32 logical shared data partition in this install is only to give you a chance to scan  any files you downloaded from the internet for viruses before transferring them into your Windows partition.

This example shows how to create the FAT32 partition combined with the Ubuntu install in one streamlined operation.

The computer used for this demonstration is a standard 'run-of-the-mill' desktop PC.
The processor is an LEC brand, model PM266A, with an ASUS P4V533-MX main board, Intel Celeron 2.60 GHz CPU, and 487.3 MB of RAM.
 
The length of time this install might take will depend mainly on the speed of my computer.
A standard computer, for example one with a 3.0 Ghz CPU, might be able to do this in about 30 or 40 minutes. I had an older computer I used for practicing with. It had a 400Mhz CPU, and it used to take an hour and fifteen minutes on that one. Most people will be installing Ubuntu on new computers anyway, so they won't be missing out on the full benefits of Ubuntu's amazing capabilities. The install is very quick on modern computers.
 
Even so, you should not begin an install when you have a time limit in case you have any problems. For example, don't start an install at 07:00 when you know you'll be needing your computer for work at 08:00. It is safer to install on Friday after work or Saturday if that is your day off. Then if anything goes wrong you'll have more time to fix it and be in a calm mental state. Being in a calm mental state is very important when doing this type of task, even though, as you will see, it is quite easy.

To begin, you need to place your CD in your CD-ROM drive and re-start your computer.
You should see something like the illustration below in your monitor.



p2d/001.png
fig1ntfs

p2d/1bfat32.png
fig 2 ntfs                              
 Install Ubuntu 
The text mode install is the popular choice for most good professional or home users.
It's a good idea to scroll down one line and check your CD for defects first though.
I will run through the rest of the options below, but this option is the one that this web-page is mainly about. 

Check the CD-ROM for defects, that is a good idea! It only takes five minutes or so and might save you hours of frustration if you have a bad burn. You already ran an md5sum test on your .iso download too, of course. I recommend checking the CD for defects. I do that.
If you want to see what happened when I didn't, look in this link, Hardy Heron Beta / Gutsy Gibbon Graphical Installation C

Rescue a broken system, (Rescue mode) this option loads a kernel and goes through  similar process as the first part of the text mode install. When it gets up to about fig7 stage, it asks for a device to use a a root file system. You would choose your Linux (Ubuntu) partition, you need to know which partition that is beforehand. (It's easier if you don't have a lot of partitions to choose from, or keep a notebook, or just know it).
Rescue options are as show in this illustration below,
[!!] Enter rescue mode

Rescue operations


Execute a shell in /dev/sda2
Execute a shell in the installer environment
Reinstall GRUB boot loader
Choose a different root file system
Reboot the system

<Go Back>                                          
Mostly the option to use will be  re-installing GRUB. Click Here to see that illustrated.

There are also lots of things you can do if you boot to a shell (rescue console). You will need to know Linux commands or be following some kind of instructions carefully. Repair instructions in the forums and the wiki sometimes advise us to execute a shell in rescue mode. To exit the shell, type the following command,
code:
# exit
That brings you back to the [!!] Enter Rescue Mode panel, from there you can re-boot or else <Go Back>.  If you keep choosing <Go Back>, you will end up in the [?] Ubuntu installer main menu. From there you have a list of options. Scroll to the bottom of that to 'Abort the installation' if you don't need any of those. That will give you a confirmation screen with a warning on it. The warning only applies only to those who have progressed to an advanced stage of an install, most of the time it's safe to ignore it. The worst that can happen is Ubuntu won't be finished installing and you might need to delete re-install it if it was an interrupted installation. It is safe to ignore this warning most of the time.

See an illustration of the Ubuntu Installer Main Menu...............GO


Test Memory,
you can test your computer's RAM to make sure it's okay. (Memtest86+)
(Press'Esc' to exit the Memory test after you try it out).
Note: you should enter your computer's CMOS (BIOS) first, and disable the CPU internal and external caches (L1 and L2) before running memory tests. Don't forget to re-enable those again when you are finished.

Boot from first hard disk, This re-boots the computer.

Here is a link to the Official Ubuntu Installation Guide's,  'How the Installer Works',  it explains all about the Debian installer. You should read that first and look at the illustrations in this website after that.
Here is a link to the Official Ubuntu Installation Guide's,  'Components Introduction' too.
I recommend reading the official documentation as well as looking at the pictures below here. 


As I mentioned first, I pressed 'Enter', for the 'text mode install', and here's the first decision, (below), it's an easy one.  



p2d/x2.png
fig 3 ntfs   

We are now proceeding with Setting up Ubuntu Installer and Hardware Configuration
(a link to the official Ubuntu documentation).
              
Choose your language.  Your arrow keys can move the red rectangle up or down the list to select a language. Then press 'Enter'.

The <Go Back> option is shown in the lower left corner of almost every panel. It does the same as explained above (read <Go Back> again). Your 'Tab' key is the one to use throughout this installation for moving the red highlighting from  'Yes' to 'No' or 'Go Back'.
 
This can be a very handy thing to know about.  For one thing, it is useful if you need to go back one or two steps and repeat something you didn't get right. There are also things you can do from the 'Ubuntu Installer Main Menu' later on, after the install. For example, if you need to re-install Grub or Lilo boot loaders to your MBR or to a partition, you might want to access these options from the Ubuntu Installer's Main Menu. You don't necessarily have to be doing an install to run the Ubuntu Install CD.
You can also use the Ubuntu Install CD's partitioner to do partitioning work if you need to.
Nowadays a GParted -- LiveCD is better for that though.
 
The 'Ubuntu Installer Main Menu' also offers an escape route in case something has gone wrong and you need to abort the installation and re-boot to fix something. Or it may be that you have suddenly realized you have made a mistake and wish to cancel everything and try again.
If you do find yourself wanting to do this, just be aware that the line for 'abort the installation' and it is right down below the bottom of your monitor's screen, and out of view. (Don't tell anybody). People may not realize they need to scroll down to find it. Highlight that and press 'Enter', and be ready to remove your CD from it's drawer or it will boot from the CD again before you know it.






                                             
[!!] Choose language

Based on your language, you are probably located in one of these countries or regions.

Choose a country, territory or area:

                                                            Australia       ^
                              Botswana        I
                              Canada          
                              Hong Kong        
                              India            
                              Ireland          
                              New Zealand      
                              Phillipines      
                              Singapore        
                              South Africa    
                              United Kingdom  v

<Go Back>
fig 4 ntfs                              
                                                 Choose your country.
(Use your up or down arrow keys for scrolling, then press 'Enter')



[!] Ubuntu installer main menu

You can try to have your keyboard layout detected by pressing a series of keys. If you do not want to do this, you will be able to select your keyboard layout from a list.

Detect keyboard layout?

<Go Back>                                          <Yes>     <No> 
fig 5 ntfs         
If you have a special keyboard, you can choose <Yes> for a series of keyboard tests to help Ubuntu set up your special keyboard correctly. You will be asked to press certain keys.

I chose <No> for this, to skip the keyboard tests and move on to choose my keyboard from a list.
This will be faster.







[!!] Ubuntu installer main menu

The origin of the keyboard:

    Norway   
    Pakistan
    Poland 
    Portugal
    Romania
    Russia

    Serbia 
    Slovakia
    Slovenia
    South Africa
    Spain
    Sri Lanka
    Sweden
    Switzerland
    Syria
    Tajikistan
    Thailand
    Turkey
    USA                    

<Go Back>                                         
Fig 6 ntfs       
Choose your keyboard.






[!!] Ubuntu installer main menu

There are more than one keyboard layouts with the origin you selected. Please select the layout matching your keyboard.

Keyboard Layout:

  USA - Alternative international (former us_intl)
  
USA - Classic Dvorak
 
USA - Colemak
  USA - Dvorak international
  USA - Dvorak
  USA - Group toggle on multiply/divide key
  USA - International (AltGr dead keys)
  USA - International (with dead keys)
  USA - Left handed Dvorak
  
USA - Macintosh
  USA - Right handed Dvorak
  USA - Russian phonetic
  USA - With Eurosign on 5
  USA                                                      

<Go Back>                                         
fig 7 ntfs





Detecting hardware to find CD-ROM drives

                                21%                                

Loading module 'floppy' for 'Linux Floppy'...

fig 8 ntfs

Scanning CD-ROM

                                19%                                

Scanning /cdrom/pool/main/l...

fig 9 ntfs

Loading additional components

                                 45%                               

Retrieving Partman

fig 10 ntfs

Detecting network hardware 

                                21%                                

Detecting hardware please wait...

fig 11 ntfs



[!!] Configure the network

Your system has multiple network interfaces. Choose the one to use as the primary network interface during the installation. If possible, the first connected network interface found has been selected.

Primary network interface:

 eth0: Silicon Integrated Systems [SIS] SiS900 PCI Fast Ethernet  
 eth1: Broadcom Corporation BCM4318 [Airforce One 54g] 802.11g Wir

<Go Back>                                          
fig 12 ntfs    
Not everyone will see this, it only appears if your machine has more than one network interface.



Configuring the network with DHCP

                                21%                                

This may take some time...

 <Cancel>
fig 13 ntfs    
If you forgot to plug your ethernet in and network autodetection fails, highlight
<Go Back>  in the next screen, plug your network in and try again.



          
[!] Configure the network

Please enter a hostname for this system.

The hostname is a single word that identifies your system to the network. If you don't know what your hostname should be, consult your network administrator. If you are setting up your own home network, you can make something up here.

Hostname:

 turtle
__ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
 
<Go Back>                                              <Continue>
fig 14 ntfs                      
Give your new operating system a host name. The way to do this is to move the cursor to the left with your 'backspace' key, and type in whatever you like here.
Press 'Enter' when ready.

                                          


Setting up the clock

                                19%                                

Getting the time from a network time server ...

fig15



[!] Configure the clock

Select a city in your time zone:

    Lord Howe Island
    Hobart
    Melbourne
    Sydney
    Broken Hill
    Brisbane            
    Lindeman
    Adelaide
    Darwin    Perth

<Go Back>                                         
fig16



 
Detecting disks and other hardware

                                21%                                

Starting PC card services
...

fig 17 ntfs





Starting up the partitioner

                                21%                                

Please wait
...

fig 18 ntfs

End of the first stage of the install
===============================================================

===============================================================
Start of the partitioning stage of the install

We are now about to begin the Partitioning and Mount Point Selection phase of the installation. Please refer to the above link to the official Ubuntu documentation for a  more detailed explanation of what can be done here.                                                  


[!!] Partition Disks

This installer can guide you through partitioning a disk (using different standard schemes) or, if you prefer, you can do it manually. With guided partitioning you will still have a chance later to review and customize the results.

If you choose guided partitioning for an entire disk, you will next be asked which disk should be used.

Partitioning method:

 Guided - resize SCSI1 (0,0,0), partition #1 (hda1) and use freed s
 Guided - use entire disk
 Guided - use entire disk and set up LVM
 
Guided - use entire disk and set up encrypted LVM
 Manual                                                          
<Go Back>                                          
fig 19 ntfs              
This one is an important decision.

(1) The first choice (Guided - Resize IDE1 master ...) is the easiest and fastest.
You won't need any  website to tell you how to do that, there are no decisions to make, everything will be done for you automatically.
That will give you a nice integral / (root) partition and swap area installation, and that's all most people need.
 
(2) The second choice would erase the entire disk including your Windows operating system and all your data! That's for people who want Ubuntu by itself and they want to completely erase whatever other operating system was there before.
That's a good idea if you're replacing a virus-ridden, infested Windows that doesn't boot and is completely useless, Ubuntu will fix your computer!

(3) The third choice will erase the entire disk and use LVM, is one I haven't tested yet, but here's a link to a website that explains what LVM is.  (You'll need to scroll down a ways to get to the table of contents, from there it gets more interesting).
This is more for experts.
    
(4) The fourth option will erase the entire disk and use encrypted LVM, here is a link to an excellent web page in Softpedia that will guide you through this option,
Encrypted Ubuntu 8.04 - Step-by-step installation tutorial with screenshots!
Here are a couple of additional links about encrypted file systems, Running fsck on a LUKS encrypted partition in LVM, and Rescue an encrypted LUKS LVM volume.

(5) 'Manually edit partition table' is the one I choose to use now.
With this option I will be able to shrink the Windows partition without hurting Windows, leaving some 'free space' for creating new partitions on.

'Manually edit partition table' gives me a look at the partition table and allows me to choose between all kinds of options. I can have a lot of control over what happens.

I have highlighted that one, and I press 'Enter'.







[!!] Partition Disks

This is an overview of your currently configured partitions and mount points. Select a partition to modify its settings (file system, mount point, etc.), a free space to create partitions, or a device to initialise its partition table.

 Guided partitioning
 Help on partitioning
 
 SCSI1 (0,0,0) (sda) - 40.1 GB ATA SAMSUNG SP0411N
       #1 primary   40.1 GB   K  ntfs       /media/sda1        
 

 Undo changes to partititions
 Finish partitioning and write changes to disk

<Go Back>                                          
fig 20 ntfs    
In this illustration I am being shown a list of my hard disks and thier partition tables.
The computer I am installing in now has only one hard disk at the moment.
The hard disk has Windows XP with the NTFS file system  occupying the entire disk.

I am being asked to choose where I want to install Ubuntu.
If I had some free space already, or another hard disk, I might install Ubuntu in it. Since I don't have any free space anywhere on my disk right now and I don't have another hard disk I will have to make some room by resizing or deleting a partition.
I will choose to resize my Windows XP partition in my first hard disk and make that smaller. That will leave me some of the disk free to create a new partition in.
I'll install Ubuntu there, so as you can see I have selected my #1 Primary partition in my first hard disk to do something with.







[!!] Partition Disks

You are editing partition #1 of SCSI1 (0,0,0) (sda). This partition is formatted with the ntfs file system.

 Partition settings:

               Use as:                  ntfs 
               Mount point:             /media/sda1
               Bootable flag:           on
              
                
               Resize the partition (currently 40.1 GB)   
               Copy data from another partition
               Erase data on this partition
               Delete the partition
               Done setting up the partition
 

    <Go Back>                                          
fig 21 ntfs    
In this illustration I am being shown details about my #1 Primary partition in my first hard disk and being asked what I want to do to it.

NOTE: the boot flag is set 'on' for the Windows partition.

I selected the option to resize the partition.
                       







[!!] Partition disks
Before you can select a new partition size, any previous changes have to be written to disk.

You cannot undo this operation.

Please note that the resize operation may take a long time.

Write the previous changes to disk and continue?
<Go Back>                                          <Yes>    <No>                                         
fig 22 ntfs    
This is called  a 'confirmation screen', it's just to check that I'm aware this will change my partition table and confirm that I definitely want to go ahead with it. 
                       






[!!] Partition disks
The minimum size you can use is 3.3 GB or 8% and the maximum size is 40.1 GB.

Hint: Use "20%"(or"30%", etc.) for 20% (resp.30%, etc.) of the available free space for this partition. Use "max" as a shortcut for the maximum allowable size.

New partition size:

 15.1 GB_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 
 
<Go Back>                                          
fig 23 ntfs

REMINDER:
It is best to use the number keys on the row of your keyboard above your letter keys. If you have the habit of using the number keypad, remember to apply your numlock first!

The sign is telling me the minimum and maximum size I can use for the new size for my existing (Windows) partition.
It is asking me what new size do I want to use for my Windows partition now?

 I have an 40.1 GB hard disk and I want only 15.1 GB for Windows, this will leave 25.0 GB of 'FREE SPACE' to divide up into more partitions.

For this install I am planning 15.1 GB for Windows XP Home Edition
                                                19.0 GB for / Ubuntu Hardy Heron
                                                 5.0 GB FAT32 shared data partition     
                                             +  1.0 GB Swap Area                      (memory swap)
                                                40.1 GB total

You need to do your mathematics now and do some forward planning. These figures I listed above are okay for me, but I recommend everyone think things over for themselves and come up with their own unique set-up to suit their own intended purposes.

A standard suggestion for most people if you aren't sure would be to try Ubuntu out on around 10.0 GB, depending on how much spare disk space you have. When you need to take more room from Windows at a later date and give more room to Ubuntu you can easily resize your partitions with a GParted livecd.

I have installed Ubuntu on as little as 3.0 GB including the swap area and I think a bare minimum of around 2.0 GB would be close to the smallest possible.
5.0 GB would be more comfortable if you want a minimal sized installation that will work okay for a while. You won't be able to download or store very many large files in an installation like that though, of course.
If you're interested in fitting Ubuntu in the smallest amount of disk space, see HOW TO make a USB Disc with Ubuntu LiveCD and Super Grub Disc in it.








Please wait ...

                                19%                                

Resizing the partition ...

 fig 24 ntfs






[!!] Partition Disks

This is an overview of your currently configured partitions and mount points. Select a partition to modify its settings (file system, mount point, etc.), a free space to create partitions, or a device to initialise its partition table.

 Guided partitioning
 Help on partitioning
 
 SCSI1 (0,0,0) (sda) - 
40.1 GB ATA SAMSUNG SP0411N
       #1 primary   15.1 GB   K  ntfs       /media/sda1
          pri/log   25.0 GB      FREE SPACE                

 Undo changes to partititions
 Finish partitioning and write changes to disk
 

<Go Back>                                          
fig 25 ntfs

Here's the new partition table, showing me the 25.0 GB 'FREE SPACE' I asked for, and my Windows partition has been shrunk to only 15.1 GB.
 
For the next step, I have selected the 25.0 GB 'FREE SPACE', to do something with.  










[!!] Partition Disks

How to use this free space:
 
 Create a new partition                
 Automatically partition the free space
 Show Cylinder/Head/Sector information 

<Go Back>                                          
fig 26 ntfs    
What do I want to do with this free space?
I want to create a new partition in it, so I have selected that line.
                                                  








[!!] Partition disks

The maximum size you can use is 25.0 GB.

Hint: Use "20%"(or"30%", etc.) for 20% (resp.30%, etc.) of the available free space for this partition. Use "max" as a shortcut for the maximum allowable size.

New partition size:

 19.0 GB_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 
 
<Go Back>                                          
fig 27 ntfs    
This is going to be my new Ubuntu / (root) partition.
To set the size for the partition I want to create I typed in '19.0 GB' on this line. 
                     









[!!] Partition Disks

Type for the new partition:
 
 Primary
 Logical

  <Go Back>                                          
fig 28 ntfs    
Now I need to tell the partitioner if this partition will be a 'Primary' partition or a logical partition.

A 'Primary' partition is a partition that will be listed in one of the four spaces in the partition table in the hard disk's Master Boot Record. We only have room there for four entries.

A 'Logical' partition can be made if we make one of the four entries in the Master Boot Record into a special 'extended' partition.
The Ubuntu installer's partitioner, 'Partman', will do this automatically if we select 'Logical'.
Inside the 'Extended' partition we can create quite a large number of 'logical' partitions. The main condition is, these are in a series or 'contiguous'. There can be a gap between them, but we mustn't seperate the logical partitions by placing any 'primary' partition between two logicals.
That would make any logical partitions on the other side of the interupting primary unuseable.
   










[!!] Partition Disks

Please choose whether you want the new partition to be created at the beginning or at the end of the available space.

 Location for the new partition:
               
Beginning  
       End               

               
    <Go Back>                                          
fig 29 ntfs    
I want my new primary partition to be at the beginning of the free space.
                     









Please wait ...

                                19%                                

Computing the new state of the partition table

 fig 30 ntfs









[!!] Partition Disks

You are editing partition #2 of SCSI1 (0,0,0) (sda). No existing file system was detected in this partition.

 Partition settings:

               Use as:                  Ext3 journaling file system
               Mount point:             /
               Mount options:           relatime
               Label:                   none
               Reserved blocks          5%
               Typical useage:          standard
               Bootable flag:           off
               
 
               Copy data from another partition
               Delete the partition
               Done setting up the partition                        
               
 

    <Go Back>                                          
fig 31 ntfs    
This shows the proposed settings that are currently ready to be written for my new partition, partition number 2 in my first hard disk.

Is there anything else I would like to change?

No, I'm happy with that, I'll select 'Done setting up the partition'.