Filed under: Features, Windows, Linux, Open Source
Flipping the Linux switch: Countdown to the dual boot
I have been a Linux user for quite some time -- about eight years. My husband and I have known each other since we were twelve, when our school's only computer was an Apple IIe attached to a dot matrix printer. We grew up together, bought our first computer together, and built our first home-grown computers together.He has never used Linux. Sure, he's played Frozen Bubble a few times. He's shut down my computer during thunderstorms. That's it.
His desktop Windows machine is older, and truth be told, he uses it for games and web surfing. He just bought an MSI Wind for work and school, and plans on keeping most of the "work stuff" on there.
He is a Windows user, but Windows irritates him on regular basis. He has said (for years) he'd be happy to use Linux for internet and document creation, but he can't part with a couple of games.
Now, the time has come. He is ready. He has asked that his computer be set up as a dual boot machine. How did he reach this conclusion, and what needs to be done to get his computer ready for the Linux invasion? And if you find yourself in this same position, what do you need to do?
He could also download a distribution that makes a persistent image on a flash drive. It'd save his profiles and settings. Nice, certainly, but he has his Wind to carry around with him, and his old computer has a shortage of USB ports and a questionable amount of power to support a hub.
So dual-booting it is. Dual booting essentially takes the empty space on your existing hard drive, divides it up, and allows you to install another operating system in that space. Windows exists on your drive, most likely, in one or more partitions. Many "newbie friendly" Linux distributions (like Ubuntu, Mint, or openSUSE) have built in partitioners which make resizing your partitions (hopefully) stress-free.
How these partitioners behave can vary, with some resizing taking place across various partitions (if you have them) or just taking a section of the partition with the most available free space.
But before my husband gets to have yours truly do any of this stuff, there are a few things that I have to do to make sure he still has Windows intact when all is said and done.
Yes, there is the ever-present caveat: Doing this sort of operation can cause data death and destruction. It doesn't usually, but there's the off chance. I have set up many dual boots over the years, and whereas I've never wiped a Windows partition, I have on occasion had a bootloader (the application that lets you chose which system to load) either install badly or not be configured (by design, or by accident) to recognize and boot the Windows partition. The data remained safe, it just took an extra step to access.
It should go without saying that before undertaking a dual boot configuration, it is recommended you back up your data. Goes without saying, yet, I am saying it, if you know what I mean. Any backup method is fine -- use a DVD, or an external hard drive, or a large flash drive. Back up any personal files or user information you may need, and once they're backed up, verify that the backup actually worked. A few of us here from DLS speak from experience when we say that there is nothing worse than reinstalling Windows, only to find that your back up files are borked, for whatever reason.
Make sure, as well, you know where your Windows install disk (and key/activation code) is located. For that matter, make sure you know where your drivers are for your devices (either on disk, or how to get them online).
Finally, be sure to defrag your hard drive (under Accessories). This will tidy up the drive to make partitioning smoother (and less likely to muck up some stray files you might have needed).
If you have the inclination or ability, it might be to your advantage to install a second hard drive for your Linux partitions. This way, it's much less likely you'll wipe Windows out accidentally. And if you should decide that Linux (or Windows) is where you want to stay, you'll have extra storage. And if you're working with a newly built machine with no operating system right now, you've got to install Windows first. It's pushy that way.
If you haven't chosen a distribution yet, hop to it. We'll be installing some variation of Ubuntu on the machine in question. Ubuntu does have an installer that works right through Windows (though not quite the same as dual boot configuration, it is an option), but I've chosen to do this the old fashioned way, both for illustration, and just in case my husband decides in a month or two he's really itching to try Mandriva.
When we next flip the ol' Linux switch, we'll watch the whole sordid dual boot scenario unfold. Yes, my husband's computer will take the (really minimal) risk, so that yours doesn't have to!
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Reader Comments (Page 1 of 1)
Allen said 10:48AM on 8-19-2008
You should try wubi with ubuntu. It is much easier than partitioning drives as it installs into the windows file system. It also mounts the parent system to /host, so you have access to everything on your windows drive. You can extend that further by removing the default folders and creating symbolic links to your windows profile. That way all your personal stuff like downloads get stored in the same place between operating systems.
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Jason said 11:36AM on 8-19-2008
I have yet another suggestion to minimize the risk of destroying your Windows disk. If you can dedicate an entire hard disk to Linux, do so. Before you install Linux (assuming you already have Windows installed on another disk), go into your systems BIOS. Switch the boot priority of your hard disks making the disk that will be Linux the primary. Once this is done, reboot with the Linux install disk in the dvd drive. When you install, all boot sector related data will be installed on this new, blank disk. Your Windows hard drive will be untouched and dual boot will work fine. If something goes bad, or you simply are done with Linux (as crazy as that sounds), just go back into your BIOS and switch the boot priority back. And Viola, your machine is basically back to what it was before you installed Linux from a boot perspective.
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Kristin Shoemaker said 11:50AM on 8-19-2008
Hi Jason,
Great minds think alike:
If you have the inclination or ability, it might be to your advantage to install a second hard drive for your Linux partitions. This way, it's much less likely you'll wipe Windows out accidentally. ;)
The reason why I *didn't* suggest the method you are describing is that while you will have one machine with two OSes, generally bootloaders (GRUB or LILO) do like to be on the MBR (master boot record). It would boot Linux fine, but most likely wouldn't pick up the Windows install as a boot option (nor would booting Windows see Linux), and would require choosing the drive to boot from in your BIOS during boot.
So while I'd wholeheartedly recommend a second hard disk (can never hurt... ever) because less can go wrong, the only thing (short of reformatting your Windows drive, which most Linux installers will warn you about) that could go wrong in theory is a bad bootloader install. There are a few quick fixes for this, but no Windows "data" is lost.
Switching via the BIOS certainly works, but the beauty of GRUB or LILO is that you can set which OS to boot by default, and the amount of time they allow you to make your choice. Sometimes BIOSes require you be real quick on the F2 or Del button.
Priper said 12:43PM on 8-19-2008
I did the 2nd HD with a twist. I Installed a tray holder and on different trays I installed different OSs. Fedora on one, Vista to try and XP. on my Mac I just did the dual boot, much easier since the bootloader doesn't ( or can't) install on the MBR. The only thing.... You'll need a couple of HD of course.
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pinkbuhny said 12:53PM on 8-19-2008
Kristin:
I have a dual boot system, with two drives, and GRUB handles it just fine. I think it goes and adds itself into the MBR on your windows drive, but besides that leaves it alone. Not sure if that's right, but it does work...not that I boot into Windows very much at all anymore.
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Kristin Shoemaker said 1:08PM on 8-19-2008
Hi pinkbuhny
That is correct (again, at least it was last time I dual booted, which was about three years ago. It's been Linux on my machine since). The bootloader installs onto the MBR. I have *very* rarely had problems with badly installed bootloaders, especially right after a new Linux install, but they are easily fixed.
Certainly the easiest scenario to set up is Windows on hda and Linux on hdb, no messy re-sizing of partitions. Things get a little trickier when Linux and Windows need to coexist on the same drive. It is easier to lose data or screw up during a resize in this case, but it's not THAT easy.
But other than the bootloader (and any necessary resizing, which, if defragged, will only take open space), Linux will make no marks on Windows whatsoever.
Iampriteshdesai said 3:02PM on 8-19-2008
I joined the Linux group only because of Wubi.
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kojo87 said 5:02PM on 8-19-2008
i've said it before and i'll say it again. get Steam to run native in Linux and equal video card support to Windows and i will switch.
i run Ubuntu on my EeePC 701 and i rarely have a problem with it. i've taken a real liking to the Konsole. but i dont see my self-built desktop running anything but Vista for a while.
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Mikko said 2:44AM on 8-21-2008
"The reason why I *didn't* suggest the method you are describing is that while you will have one machine with two OSes, generally bootloaders (GRUB or LILO) do like to be on the MBR (master boot record). It would boot Linux fine, but most likely wouldn't pick up the Windows install as a boot option (nor would booting Windows see Linux), and would require choosing the drive to boot from in your BIOS during boot."
This simply is not true. All the modern distributions (at least Ubuntu, Kubuntu, openSUSE, Mandriva) add the Windows to the bootloader menu automatically.
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Kristin Shoemaker said 12:40PM on 8-20-2008
Yes, they do automatically add the Windows install to the boot menu (and I believe some not so modern distros do too... IIRC last Slackware install on dual boot did).
However, I am not entirely sure this is the case if Linux is not allowed (for whatever reason) to install the bootloader on the MBR. Linux might see the drive, but I'm not sure the bootloader could physically boot Windows if not placed on the MBR. If it could, it would not be necessary to switch between drives on the BIOS.
It's a bit unclear, but it seems as though the OP was indicating that a BIOS switch would need to be done prior to changing operating systems. I may have misread that.
But yes, now there are very few distros that won't detect a Windows install when doing a dual boot (or even add your Windows partitions to /etc/fstab). But there are still, I believe, peculiarities about where Windows wants to reside and what is needed to pull off a boot.
Bill said 10:02AM on 9-24-2008
Also look at the devices you have make sure that the distribution of linux supports them. Printers seem to be the most frustration. lexmark printers lack support, it is getting better. and after switch 7 machines in my little network to ubuntu. the printers was the only problem even my kids machine is using Edubuntu and they love it.!
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Charles Morse said 5:52PM on 10-20-2008
I also suggest adding a second drive for linux. If your motherboard supports it, make it a SATA drive. Then you can build a switch to dual-boot windows and linux completely independent of each other! Got to
thesataswitch.com for instructions on how to build one of these switches.
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