Installation

In terms of difficulty, right up there with making a good GUI is making a good installer. History is riddled with bad OS installers, with pre-Vista Windows being the most well-known example. Text mode installers running on severely castrated operating systems reigned for far too long. Microsoft of course improved this with Windows Vista in 2006, but even as late as the end of 2007 they were still releasing new operating systems such as Windows Home Server that used a partial text mode installer.

The reason I bring this up is that good OS installers are still a relatively recent development in the PC space, which is all the more reason I am very impressed with Ubuntu’s installer. It’s the opposite of the above, and more.

Right now Ubuntu is the underdog in a Windows dominated world, and their installation & distribution strategies have thusly been based on this. It’s undoubtedly a smart choice, because if Ubuntu wiped out Windows like Windows does Ubuntu, it would be neigh impossible to get anyone to try it out since “try out” and “make it so you can’t boot Windows” are mutually incompatible. Ubuntu plays their position very well in a few different ways.

First and foremost, the Ubuntu installation CD is not just an installer, but a live CD. It’s a fully bootable and usable copy of Ubuntu that runs off of the CD and does not require any kind of installation. The limitations of this are obvious since you can’t install additional software and CD disc access times are more than an order of magnitude above that of a hard drive, but nevertheless it enables you to give Ubuntu a cursory glance to see how it works, without needing to install anything. Live CDs aren’t anything new for Linux as a whole, but it bears mentioning, it’s an excellent strategy for letting people try out the OS.

This also gives Ubuntu a backdoor in to Windows users’ computers because as a complete CD-bootable OS, it can be used to recover trashed Windows installations when the Windows recovery agent can’t get the job done. It can read NTFS drives out of the box, allowing users to back up anything they read to another drive, such as USB flash drive. It also has a pretty good graphical partition editor, GParted, for when worse comes to worse and it comes time to start formatting. Ubuntu Live CD is not a complete recovery kit in and of itself (e.g. it can’t clean malware infections, so it’s more of a tool of last resort) but it’s a tool that has a purpose and serves it well.

Better yet, once you decide that you want to try an installable version of Ubuntu, but don’t want to take the plunge of messing with partitions, Ubuntu has a solution for that too. Wubi, the Windows-based Ubuntu Installer, allows you to install Ubuntu as a flat-file on an existing NTFS partition. Ubuntu can then boot off of the flat file, having never touched a partition or the master boot record (instead inserting an Ubuntu entry in to Windows BCD). This brings all the advantages of moving up from a Live CD to an installable version of Ubuntu, but without the system changes and absolute commitment a full install entails. Wubi installations are also easily removable, which further drives home this point.

Now the catch with a Wubi installation is that it’s meant to be a halfway house between a Live CD and a full installation, and it’s not necessarily meant for full-time use. As a flat file inside of a NTFS partition, there are performance issues related to the lower performance of the NTFS-3G driver over raw hard drive access, along with both external fragmentation of the flat file and internal fragmentation inside of the flat file. An unclean shutdown also runs the slight risk of introducing corruption in to the flat file or the NTFS file system, something the Wubi documentation makes sure to point out. As such Wubi is a great way to try out Ubuntu, but a poor way to continue using it.

Finally, once you’ve decided to go the full distance, there’s the complete Ubuntu installation procedure. As we’ve previously mentioned Ubuntu is a live CD, so installing Ubuntu first entails booting up the live CD – this is in our experience a bit slower than booting up a pared down installation-only OS environment such as Vista’s Windows PE. It should be noted that although you can use GParted at this point to make space to install Ubuntu, this is something that’s better left in the hands of Windows and its own partition shrinking ability due to some gotchas in that Windows can move files around to make space when GParted can’t.

Once the installation procedure starts, it’s just 6 steps to install the OS: Language, Time Zone, Keyboard Layout, Installation Location, and the credentials for the initial account. Notably the installation procedure calls for 7 steps, but I’ve only ever encountered 6, step 6 is always skipped. This puts it somewhere behind Mac OS X (which is composed of picking a partition and installing, credentials are handled later) and well ahead of Windows since you don’t need a damn key.

The only thing about the Ubuntu installation procedure that ruffles my feathers is that it doesn’t do a very good job of simplifying the installation when you want to install on a new partition but it’s not the only empty partition. This is an artifact of how Linux handles its swapfile – while Windows and Mac OS X create a file on the same partition as the OS, Linux keeps its swapfile on a separate partition. There are some good reasons for doing this such as preventing fragmentation of the swapfile and always being able to place it after the OS (which puts it further out on the disk, for higher transfer rates) but the cost is ease of installation. Ubuntu’s easy installation modes are for when you want to install to a drive (and wipe away its contents in the process) or when you want to install in the largest empty chunk of unpartitioned space. Otherwise, you must play with GParted as part of the installation procedure.

This means the most efficient way to install Ubuntu if you aren’t installing on an entire disk or immediately have a single free chunk of space (and it’s the largest ) is to play with partitions ahead of time so that the area you wish to install to is the largest free area. It’s a roundabout way to install Ubuntu and can be particularly inconvenient if you’re setting up a fresh computer and intend to do more than just dual boot.

Once all of the steps are completed, Ubuntu begins installing and is over in a few minutes. Upon completion Ubuntu installs its bootloader of choice, GRUB, and quickly searches for other OS installations (primarily Windows) and adds those entries to the GRUB bootloader menu. When this is done, the customary reboot occurs and when the system comes back up you’re faced with the GRUB boot menu – you’re ready to use Ubuntu. Ubuntu doesn’t treat its first booting as anything special, and there are no welcome or registration screens to deal with(I’m looking at you, Apple). It boots up, and you can begin using it immediately. It’s refreshing, to say the least.

The actual amount of time required to install Ubuntu is only on the order of a few minutes, thanks in large part due to its dainty size. Ubuntu comes on a completely filled CD, weighing in at 700MB, while Windows Vista is on a DVD-5 at over 3GB, and Mac OS X is on a whopping DVD-9 at nearly 8GB. It’s the fast to download (not that you can download Windows/Mac OS X) and fast to install.

We’ll get to the applications in-depth in a bit, but I’d like to quickly touch on the default installation of Ubuntu. Inside that 700MB is not only the core components of the OS and a web browser, but the complete Open Office suite and Evolution email client too. You can literally install Ubuntu and do most common tasks without ever needing to install anything else beyond security and application updates. Consider the amount of time it takes to install Microsoft Office on a Windows machine or a Mac, and it’s that much more time saved. Canonical is getting the most out of the 700MB a CD can hold.

UI & Usability Applications: Web Browsing
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  • Kakao - Wednesday, August 26, 2009 - link

    Ryan, nowadays you don't need to dual boot. You can just set up a virtual machine. If you are a gamer use Windows as host and setup a Linux distro as guest. If you have enough memory, 4GB is very good, you can have both perfectly usable at the same time. I'm using Virtual Box and it works great.
  • VaultDweller - Wednesday, August 26, 2009 - link

    "Manufacturer: Canon"

    I think you mean Canonical.
  • Ryan Smith - Wednesday, August 26, 2009 - link

    It wasn't in our DB when I wrote the article, it was supposed to be added before it went live. Whoops.

    Thanks you.
  • Proteusza - Wednesday, August 26, 2009 - link

    I havent been able to read the whole cos I'm currently at work, but so far it seems good. Some people have been saying you should be testing 9.04, and I can see their point, but on the other hand, I agree that since 8.04 is the latest LTS release, it should be pretty stable still.

    Nonetheless, perhaps you could compare a later non LTS release to a service pack for Windows? I mean, there is some new functionality and some fixes. Granted, new versions of Ubuntu contain a lot more few features than Windows service packs.

    I agree that the 6 month release cycle is too fast. I dont develop for Ubuntu myself, but I imagine a lot of time will be wasted on preparing for release twice a year. I mean, theres a lot of testing, bugfixing and documentation to be done, and I would think if you would only did that once a year, you would have more time for development. Although, I guess the more changes you do in a release the more you should test, so maybe thats invalid.

    I've also never really liked the Linux filesystem and package manager idea. Granted, package managers especially have improved a lot lately, and personally I think we have Ubuntu to thank for that, with its huge focus on usability, which historically Linux hasnt cared at all about.

    I also dont like over reliance on the terminal/CLI. I dont like that there are certain things that can only be done with it. Its easier and faster for me to do things with a GUI, because we are visual creatures and a GUI is a much better way of displaying information than just plain text. I think until a lot of the Linux developers get over the idea that the CLI is "the only way to go", the GUI will be underdeveloped. As I said, its only recently that some Linux developers have actually bothered to try to get the various desktop managers up to scratch.

    The other thing I find interesting about Ubuntu, is the nerd rage that some Debian developers exhibit towards Ubuntu.

    Anyway... when 9.10 comes out, I would love to see your impressions of the difference.
  • R3MF - Wednesday, August 26, 2009 - link

    i thoroughly approve of AT running linux articles..........

    however i didn't bother to read this one as anything from Q2 2008 is of zero interest to me now.

    may i suggest a group-test to be published around Xmas of the following Q4 2009 distro releases:
    Ubuntu 9.04
    opensuse 11.2
    fedora 12 (?)
    Mandiva 2010

    that would be awesome AND relevant to your readers.
  • CityZen - Wednesday, August 26, 2009 - link

    I was one of those waiting for this article. I do remember getting excited when it was promised back in ... (can't recall the year, sorry, it's been too long :) ). Anyway, the wait seems to have been worth it. Excellent article.
    A suggestion for part 2: install LinuxMint 7 (apart from Ubuntu 9.04) and see which of the problems you found in part 1 with Ubuntu 8.04 are solved in LinuxMint "out of the box"
  • captainentropy - Tuesday, September 1, 2009 - link

    I totally agree! To hell with Ubuntu, Mint7 is the best linux distro by far. Before I settled on Mint I tried Ubuntu, Kubuntu, PCLinuxOS (my previous fave), Mepis, Scientific, openSUSE, Fedora, Slackware, CentOS, Mandriva, and RedHat. None could come close to the complete awesomeness, beauty, out-of-the-box completeness, and ease of use as Mint7.

    I'm a scientist and I'm using it for sequence and image analysis, so far.
  • haplo602 - Wednesday, August 26, 2009 - link

    so I got to page before installation and I have so many comments I cannot read further :-)

    I am using linux on and off as my main desktop system since redhat 6.0 (that's kernel 2.2 iirc) so some 10 years. my job is a unix admin. so I am obviously biased :-)

    1. virtual desktops - while this heavily depends on your workflow, it helps organise non-conflicting windows to not occupy the same space. I used to have one for IM/email, one with just web browser, one with my IDE and work stuff and one for GIMP and Blender. while this is my preference, it helps to kill the notification hell that is Windows. I hate how Windows steals focus from whatever I am working on just because some unimportant IM event just occured.

    2. package manager and filesystem. given my background, the linux FHS is my 2nd nature. however you failed to grasp the importance of the package manager here. it effectively hides the FHS from you so you do not need to clean up manualy after uninstall. all directories you should ever go into manualy are /etc, your home dir, the system mount directory and whatever the log directory is. If you need to acccess other directories manualy, then you are either a system developer, a programmer or too curious :-)

    also you can usualy one-click install .deb packages and they appear in the package manager as usual. just you have to manage dependencies manualy in that case. repositories are nice as you need to set them up ONCE and then all your updates/future versions are taken care of.

    3. missing executable icons - this has a lot more background to it but it is a mistake to use nautilus in the default icon mode. you basicaly cannot live withour ownership/permissions displayed on a unix system. trying to hide this in any way in a GUI is a capital mistake. that's why a windows explorer like file manager is not usable under linux. good old MC :-) anyway an executable file can be anything from a shell script to a binary file. you just have to have the correct launcher registered in the system and you can open anything. basicaly same as windows just not that much gui friendly.

    4. NVIDIA/ATI drivers - this is a story in itself. use NVIDIA if you want easy of use. use ATI if you want to learn about kernel and X :-) dig through phoronix.com for more info.

    ok I will post more comments as I read further :-)
  • haplo602 - Wednesday, August 26, 2009 - link

    so I read the whole article. I would have some more comments :-)

    1. installation - for me this was never a problem on any linux distro I was using. my partition scheme does not change much and it is usualy the trickiest part of the whole installation process. try out the full gentoo 3 stage installation if you want some fun (ok it is not avaiable via normal means anymore).

    2. fonts - as you mentioned with codecs, there are software restrictions and licensing policies governing linux distributions. ms fonts are licensed under different terms than GPL software. yes even FOTNS have licenses. so they are generaly not included in linux distributions by default.

    What I missed from the article is the amount of customisation you can do with a typical linux distro. just ubuntu has 3 main variants and you can mix and match them at will. you can even have all 3 installed and switch between the window managers by user preference.

    Since you did not like the package manager anyway, you missed on the main Linux strength - application variability.

    From a common user perspective however, the article is quite correct. I would expect more from a seasoned windows user and AT editor.
  • n0nsense - Wednesday, August 26, 2009 - link

    Ubuntu 8.04 is 14 months old creature.
    2 versions released after it and the third one should arrive in October.
    In terms of Windows it's short time, but for Linux it's a lot of time.
    I suggest your next review should be done on Ubuntu 9.10 instead of 9.04 (which IMHO is better than 8.04 but still lacks some polish).

    As mentioned before, the advantage of CLI instructions is that it will work on any Desktop Environment (Gnome, KDE, XFCE etc.) if it's not related to the DE itself. Moreover it will work on different versions (older/newer).
    For example in Vista/7 i couldn't find Network Connections in GUI.
    But who can stop me to type "Network Connections" in Explorer's address bar ? Sometimes GUI changed and even if only a little, most people will fail to follow screen shots. not to mention that most desktops are so customized (on real geek's computers) that it looks too different. I'm not talking about icons or desktop background. I'm talking about panels (if any at all), docks, menus, context menus etc. in Linux almost everything can be changed. And old-school geeks that had their Linux installations for years do this things so each DE is probably unique. (I have Gnome and apps settings/tweaks for over 7 years. Some of them probably never changed). The trick is that even when you reinstall the system, your personal setting may stay with you. (I jumped form Debian to Ubuntu to Gentto back to Ubuntu to Ubuntu x86_64 and finally to Gentoo x86_64). After all this, i have not lost any user customization/setting. On the system level it's harder since Debian and Gentoo are very different. All this gives you motivation to change and to tweak to make it better. Windows users are not really can customize and when they do, it's only valid until they have to reinstall/upgrade their OS. Since most of the Windows users I know reinstall at least once a year, after few cycles they will stay with defaults for both OS and applications.

    Switch to Linux is not the easiest thing. It's usually not "love from first sight" story. But if somehow you stayed around and get to know it, you can't be separated after :)
    Even on Windows 7 i feel handicapped in terms of usability and effectiveness/productivity. (I spend more time in front of Windows then Linux computers)

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