Overview
PLEASE NOTE: This only applies to older, non-M1 Apple hardware. If you attempt this on an M1 device, you’ll get an error during installation that only
amd64
processors are supported.
Suppose you want to play around with Linux and maybe you’ve heard people talking about Ubuntu. But you don’t have an extra computer laying around to try it, and you certainly don’t want to replace your main computer with this experimental idea. What should you do?
Enter “virtualization”. In modern day, pretty much any computer can host a hypervisor. That is, a piece of software that can host a virtual computer, inside of your actual computer. Meaning, you could create a “virtual machine” on your main computer, and try out Ubuntu on that virtual machine, or VM. When you are done, you can delete it, install other operating systems, etc.
What You’ll Need
There’s really two things you need here, a hypervisor of some sort, and some installation media for the operating system that you want to install.
PART 1: A Hypervisor
On macOS, you have a couple of choices, but for a few reasons, we’ll cover how to set up VirtualBox.
PART 1a: Install VirtualBox
First, navigate to:
From here, there are two things to download:
- Platform Package - click on “OS X hosts” to download a
.dmg
file. This is the main hypervisor software and user interface. - Extension Pack - click on “All supported platforms” to download a
.vbox-extpack
file. This has some extended functionality that is useful.
They upgrade VirtualBox all of the time, but here is a snapshot of what this looks like on the day of this writing, and what to click on:
Next, in your Downloads folder double-click the .dmg
file to mount the installation image.
That brings up the launcher:
Double-click the icon to kick off the installer and just take all of the defaults:
PLEASE NOTE: You’ll be prompted a few times for special permissions that are needed. This is normal.
PART 1b: Install VirtualBox Extensions
Open VirtualBox, click the “VirtualBox” menu, then Preferences. From there, click on Extensions. Then, click the “Add” button:
Choose the .vbox-extpack
file downloaded in the previous step. Follow the prompts:
When complete, you should see the Extension Pack installed like this:
PART 2: Installation Media
VirtualBox gives you a way to host virtual machines. This is like having extra computer hardware laying around: it can’t do much without an operating system. The scope of this post is to show how to install Ubuntu. For first, we need to download the installation media. Navigate to:
and download the latest “LTS” (Long Term Support) version that is there. That is version 22.04, as of this writing.
Creating your first VM
First, a quick checklist. You should have:
- Downloaded and installed VirtualBox
- Downloaded and installed the VirtualBox Extensions
- Downloaded the latest Ubuntu Desktop image (e.g.
~/Downloads/ubuntu-22.04-desktop-amd64.iso
)
PRO TIP: Depending on your version of macOS, you will get a couple more prompts for special permissions that are needed. You can safely agree to those and continue on.
If so, then we are ready to go. Start by launching VirtualBox. Next, click “New”:
Ideally, set the “Name” to be the same as you intend the computer name to be:
If possible, I like to give (window-based) Linux distributions 2GB of RAM or more :
A “Fixed size” disk allocates the entire disk on your hard drive, right now. If you configured a 200GB disk for your virtual machine, a Fixed disk will allocate 200GB on your computer right now. However, if you are short on disk space, but want to give the VM the impression that it has more, you can set this to “Dynamically allocated”. This means that VirtualBox will only use as much physical disk space as the virtual machine is taking up.
If you’ve allocated more than you have, then this is going to a problem one day. However, just having the ability to do this can fix some short-term, tedious problems.
The operating system and software typically takes 5-20GB depending on what you have installed, however if you have the extra disk space, ideally give it a bit more breathing room.
When done, you should see your new VM configured, but not powered-on yet.
From this screen, you can click Start to boot-up your new VM.
WAIT! This isn’t super important, but can make a big different during the installation of the OS. I like to do two things before starting the VM for the first time: 1) add more CPU cores and 2) add more video memory.
Adding more cores
By default, your new VM will just get 1 CPU core. In modern computers, you typically more. VirtualBox, to not overwhelm the host of the VM, only allows you to allocate up to HALF of the number of total cores. This example is running on a Mac Mini with 4 cores. So, I can only up this to two - but it does make a difference!
Adding more video memory
Next, by default, you get the minimal amount of video RAM which can cause you to run into problems with certain OS’es. So, up this to the maxmimum amount.
Starting your first VM
At this point we can finally click “Start” on the VM.
Upon first launch, VirtualBox assumes you want to install an operating system. So, this first screen is prompting you to (virtually) insert some media into the (virtual) DVD reader. Click on the little button to browse for files.
Next, click the Add button to add media to the “media library” that VirtualBox uses. You should navigate to your Downloads folder and point to that ubuntu-22.04-desktop-amd64.iso
file you downloaded.
Once added, click “Choose” to use that as your boot media.
Then click “Start”:
Next, the Ubuntu installer will launch. You can either hit
At that point, you should be at the main screen of the Ubuntu installer. You can play around and see if Ubuntu is working correctly - but no files will be saved - OR you can install it on this virtual machine.
Conclusion
There is obviously a lot more to many parts of this. However, hopefully this was useful in at least getting Ubuntu up and running on a VM.