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Installing and configuring Ubuntu Linux

by Alan Zisman (c) 2009

At the elementary school where I teach and manage a computer lab, I recently installed and set up Ubuntu Linux ver 8.10 on 32 workstations used by students and teachers. It was suprisingly quick and painless, and both students and staff have been able to get used to using it without much instruction. I'd like to share the experience.

We have been using Windows since the school computer lab was set up in 1998; we are continuing to have the Windows installed on the lab systems, but due to viruses and other Windows security issues, it seemed a better option to let the systems boot to Ubuntu when going online. As well, Ubuntu comes with a useful set of applications build-in, including the Firefox web browser and OpenOffice.org office suite- and lots more applications- including educational software, can easily and safely be added, all for free.

Ubuntu is one of a variety of Linux versions, known as distributions. It's the most popular Linux distribution for use of computer desktops- but there are lots of others. It's not the purpose of this article to debate various Linux versions or to get involved in Linux vs Windows vs Mac arguements.

Getting Ubuntu

Ubuntu can be downloaded for free from http://www.ubuntu.com; what you'll end up with is a 700 MB file ending in the letters .iso; this is a disk image file- it can be burnt onto a blank CD disc using any popular CD-burning software. Note that there are a variety of versions- for 64-bit computers, computers using PowerPC CPUs (like older Macs) and more. The 32-bit Intel version is the most commonly used version, and can be installed on the widest range of PCs. There are also several alternative Ubuntu user interface versions, etc. I'm using the most-common Ubuntu version, which uses an interface called Gnome.

You can make as many copies of the Ubuntu CD as needed and give them away freely; you can also install from a single Ubuntu CD as many times as you like- all freely and legally. No serial numbers, no product activation hassles.

You can even request that Canonical- the people that develop Ubuntu- send it to you, though that will take much longer than downloading it burning it yourself.

System requirements

Ubuntu requires at least 256 MB of RAM and at least 4 GB of hard drive space when installed onto a computer; 10 GB is a comfortable size for a Ubuntu drive partition. It can be installed onto a system that already has Windows installed- it will leave your Windows installation alone, setting itself up alongside it.

You can boot to the Ubuntu CD; they suggest at least 384 MB of RAM on your system for that.

Note that Ubuntu will not work with every single video card (display adapter), sound card, or network card that you may find on PCs, though the most common options are supported. It's worthwhile to boot to the CD first; if that works, your PC's hardware ought to work if you install it.

Decisions, decisions

One especially nice thing is the ability to boot to the Ubuntu CD. This lets you try it out- see if it works with your hardware, and see if you want to work with it. I ran it that way on some of my computer lab systems for about a week before deciding to install it. For long-term use, there are two disadvantages to running it that way:
  • booting to the CD takes longer to start up and to load applications than if it was installed onto a hard drive
  • while you can connect to printers, save files to the desktop, change settings like the browser home page while running it that way, all these changes will be lost when your computer restarts. (Tip: save files to USB memory sticks).
Once you decide you want to install Ubuntu, though, you still have several possible ways to go about it. In particular, you have to decide whether to boot to the CD for your installation or to insert the CD while running Windows and install from there.  (You can also set it to boot from a terminal server- more on that: http://www.ubuntu.com/products/whatisubuntu/serveredition/technologies/ltsp)

Booting to the CD lets you either load Ubuntu (as described above) and install it from an icon on the desktop, or simply pick the Install to the Hard Drive option that appears when you start to boot to the hard drive. Either way, you're asked to fill in a number of relatively straightforward screens- set your language, location, log-in information, etc., muddle through a process where a partitioning utility shrinks your Windows partition to free up space for Ubuntu (the automated process usually works fine), and restart your computer. When it restarts, you'll see a somewhat complex-looking boot screen with a long list of Ubuntu startup options followed by the option to boot to Windows. Booting to Ubuntu is the default.

Here are screen captures of what you can expect to see:

Ubuntu Setup 01
1. Pick your language
Set location
2. Select your location; this also sets your timezone
set your keyboard
3. Set your keyboard layout
Partition the hard drive
4. Set aside space on your hard drive- this system has no Windows installation; yours probably will....
Who are you?
5. Set up your defaunt user and password. Remember the password!
Installing!
6. Installing!
Ready to restart
7. About 15 minutes later, ready to restart.
Boot menu
8. Here's the complex looking boot menu. when you install this way. Note that the default choice is Ubuntu, and it takes a lot of arrow-presses to get to Windows.

Booting to the CD for installation is the traditional way to install Ubuntu, other Linux distributions, and even Windows. Recent Ubuntu versions, however, add a new option, which I prefer in most cases- and used in my elementary school computer lab. Using a utility named Wubi, it lets you install by inserting the CD while Windows is running, then filling out a fairly simple dialogue box. Installed that way, you do not have to partition your hard drive- which can sometimes be problematic. Ubuntu installs itself onto a large file within your C:\Program Files folder, and adds itself to your Windows Control Panel's Add-Remove list- letting you easily remove it if you decide you don't like it. When your system starts up, you'll see a simpler boot menu, just listing Windows and Ubuntu, with Windows set as the default - though you can change that if desired.

Here's what you'll see if you choose this installation method:

Windows installation
1. Just a few things to enter... pick your drive size, username and password.
Installing!
2. And away we go!
Ready to restart
3. 15 minutes later, ready to restart
Boot menu
4. Here's the simpler-looking boot menu- note that Windows is the default when you install this way. Use the down-arrow key then press Enter to choose Ubuntu
A bit more setup
5. A bit more configuration is needed, but no user input


If you've installed this way and want to change the boot menu to make Ubuntu the default instead of Windows, here's what you do:

While running Windows, right-click on the My Computer icon (on the Desktop or in the Start Menu) and choose Properties from the pop-up context menu.

My Computer Properties
1. Click on the Advanced tab, then on the Startup and Recovery: Settings button
Pick the default OS
2. Click on the down-arrow to see the Default Operating System, and pick Ubuntu. Click OK

If you decide Ubuntu's not for you, if you've installed it from within Windows you can easily remove it using the Control Panels Add-Remove Programs item (Windows 2000 or XP) or Program Settings item (Vista or Windows 7):

Remove Ubuntu

Configuring your Ubuntu setup

Ubuntu's pretty good as it's initially installed, but inevitably you may want or need to do somethings to it. You can, for instance, change the desktop wallpaper or screensaver... but you probably can figure these out for yourself. Here are the various changes I made to Ubuntu (and it's bundled software) for my school installations:

1. Add icons to the desktop and the 'panel'

Ubuntu installs with a totally empty desktop, and with small icons on the top menubar- referred to in Ubuntu-speak as 'the panel'. The panel comes with icons for Firefox web browser- which I use, Evolution email- which I don't use, and Help. I wanted to remove the Evolution icon, and add an icon for OpenOffice.org Word Processor to the panel. As well, I wanted to add icons for Firefox and OpenOffice.org Word Processor to the desktop, since users accustomed to Windows were more likely to notice and make use of those.

Removing the Evolution icon was simple- right-click on it, and choose Remove from Panel from the pop-up menu.

Adding the icons to the Panel and desktop was also simple- when you know how. Click on the Applications menu (at the top-left), navigate to the program you're interested in, then right-click on its icon. You'll see options to 'Add this launcher to the panel' or 'Add this launcher to the desktop'. Nothing to it! add Firefox to the Desktop
2. While I was adding Firefox icons, I wanted to make two changes to Firefox's default operations... I navigated to www.google.ca and set that as the default homepage, by clicking Firefox's Edit menu, choosing the Peferences item, and clicking on the Use Current Page to change the home page from Ubuntu's default.

As well, I wanted Firefox in Ubuntu to use the same set of bookmarks (Favorites for IE users) as I had in the Windows version. Firefox makes it easy to export Favorites- in any version: Windows, Mac, Linux- and use it in another version of Firefox. In a Windows copy of Firefox, I clicked on the Bookmarks menu, then picked Organize Bookmarks, then on Backup, saving to my USB memory stick. In Ubuntu, I followed almost the same steps, choosing Restore from the Import and Backup option, and pointing to the saved file on my memory stick. It noted that this would overwrite the existing bookmarks, which is what I wanted.
Restore bookmarks
3. I wanted to make a change to the default behaviour of OpenOffice.org- which I do in the Windows, Mac, and Linux installations of this very good office suite- setting it to save by default in Microsoft Office file formats instead of the OpenOffice.org equivalents. (This makes it easier to send email attachments or share files with people who aren't typically OpenOffice.org users)

To do that, open any of the OpenOffice.org modules, click on the Tools menu, then Options. Click on [+] beside Load/Save to expand those options, and click on General. You'll see that the default file format for a Text Document is an OpenOffice format- scroll up that list to find Microsoft Word 97/2000/XP. Repeat to get the Microsoft Excel format for spreadsheets and the Microsoft Powerpoint format for presentations. Click OK.

Note that the OpenOffice.org 2.40 version included with Ubuntu 8.10 does not support Microsoft Office 2007/08 docx file formats; hopefully the newer OpenOffice.org 3 (which does support those formats) will be included soon! (If you want to update to the current OO.org version, follow the instructions here:
Change OpenOffice.org format defaults
4. When installing from within WIndows, the time-zone is not properly set up; my systems were 8 hours off. To fix this, I clicked on System, then Administration, then Time and Date. This shows the current settings- but to make changes, you need to click on the Unlock button, and enter your password. Clicking on the TimeZone setting opens a map of the world- similar to the one pictured above; pick your location as closely as possible. After choosing your location, you can now set the correct time for that location. Note that this may default to a 24-hour clock: i.e. 14 for 2 pm.

To change to a 12-hour clock, right-click the time/date display on the right-hand side of the top panel, and pick Preferences from the pop-up menu. Now you can change to a 12-hour time display. As a bonus, if you click the Locations tab and tell it where you are, you can optionally display weather information beside the date and time.
Clock preferences-
5. I don't need to have each user log in individually... so I configured Ubuntu to automatically log in. This is an option you can choose if you are installing directly from the CD, but if you install from within Windows (as I did), you'll need to change the settings. To do that, click System, then Administration, then Login Window. (You'll need to enter your password). Go to the security tab, and click in the option to [  ] Enable Automatic Login... then drop down the empty list of users... you'll see your user name down near the bottom. Click to select it. Make sure you see that user name listed, otherwise this won't work! Click Close. Login window preferences
6. I added my default printer- in my case, a networked Xerox postscript laser printer. Once again, System, Administration, then Printing- and enter your password. Click on the New option. Hopefully, it will discover your printer- it found mine without problem. Clicking through the options, and mostly going with its defaults ended up giving me a working printer- hopefully you'll find it equally easy, though in some cases, you may need to choose a similar printer model and then test to see if it will work. Setting up a new printer 01

7. I have a couple of folders shared from a (gasp!) Windows 98 peer-to-peer 'server' that I wanted to allow the students to access. To do this, I clicked Places, then Connect to Server. Change the default 'Service Type' to Windows Share, then enter the server name and the name of the shared folder. (I haven't had success connecting to shared folders that required passwords- maybe you can do better!). Adding a bookmark means that the connection is added to the Places list, so you don't need to fill in this dialogue box every time. When you click Connect, the shared folder will open up on screen. Connect to shared folder
8. If you are using on a laptop or connected to an LCD display, you can get better onscreen display of text: click System then Preferences then Appearance, and go to the Fonts tab. Cloose the Subpixel Smoothing option. You can fine-tune it by clicking the Details button, and selecting your prefered amount of hinting. Set Subpixel Smoothing
9. I added a number of programs using the Add-Remove list at the bottom of the Applications menu. Note that by default, this shows a limited list of "Canonical-maintained" applications; you can expand the list to "All Available" if you want. From the Canonical-maintained list, I added:
  • Graphics- GNUPaint
  • Games- Potato Guy and TuxMath
  • Education- everything (initially)
After some student-testing, I removed a number of Education programs that were clearly aimed at secondary or university students, such as Kalgebra, Kig, KmPlot, Kwordquiz, Parley, RasMol, and Step.

Changing to the All Available list, I added the game, Pingus.
Add-Remove software

10. Other software can be added by clicking System, Administration, then Synaptic Package Manager. Here, I searched for 'Flash' and then chose the flashplugin-nonfree and adobe-flashplugin packages. Click on the box beside the name and choose Mark for Installation from the popup menu.

Without installing, I searched for 'restricted' and selected ubuntu-restricted extras and linuix-restricted modules.

Searching for 'microsoft', I selected the msttcorefonts item. And searching for 'wine' let me add wine- useful for running some Windows programs (such as the Silhouette 4 report card program) in Ubuntu. (See #12 below).

Click Apply to download and install these options; be prepared to let it run for a while. I left my systems doing this overnight.
Synaptic Package Manager
11. Updates- Ubuntu 8.10 came out in October 2008 (that's that the 8.10 refers to). That's been time enough for over 200 updates. You'll see an orange flashing star on the top panel- telling you there are updates available. Clicking on it will open the Update Manager, letting you download and install updates. This can take a while- you may want to let it run overnight. Afterwards, you'll need to restart the system. Update Manager
12. WINE- (WINE is Not an Emulator) works suprisingly well-  for allowing you to run (some but definitely not all) Windows programs seemlessly within Ubuntu. Once WINE has been installed, you can try out Windows installers- most installers that I've tested will work, installing an icon for the Windows program in an Applications/Wine/Programs list. Though they may install without problem, graphics-intensive Windows programs may not actually run- you can remove them using Wine's Uninstall Wine Software item, though you may have to use the System/Preferences/Main Menu editor to remove the program icon. But a surprising number of Windows programs will work fine- I found lots of the primary-level educational software I run under Windows worked with Wine, for instance. And the Ubuntu version of the KompoZer web editing tool kept crashing, so I downloaded the Windows version- and that's what I'm using right now to edit this page. Wine used to be hard to configure, but no longer. Highly recommended! Wine menus
13. Check for the availability of 'proprietary drivers'. Click System, then Administration, then Hardware Drivers- this will tell you whether drivers created by the manufacturers of your hardware (and not available as open source in the base Ubuntu package) are available. (Note- even without checking this you may see a notification about these drivers pop up on the right-side of the top panel). For instance, ATI or nVideo proprietary drivers may offer better performance for games or graphics-intensive programs like Google Earth. You can choose to 'activate' any available drivers, and they will be automatically downloaded and installed. Proprietary hardware drivers

More Ubuntu tricks- and links for more information....

Also- worth downloading: the free PDF-format eBook: Ubuntu Pocket Guide by Keir Thomas: http://www.ubuntupocketguide.com/index2.html

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Alan Zisman is a Vancouver educator, writer, and computer specialist. He can be reached at E-mail Alan