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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  • apt1002 - Thursday, August 27, 2009 - link

    Excellent article, thank you. I will definitely be passing it on.

    I completely agree with superfrie2 about the CLI. Why resist it?

    Versions: I, like you, originally plumped for Hardy Heron because it is an LTS version. I recently changed my mind, and now run the latest stable Ubuntu. As a single user, at home, the benefits of a long-term unchanging OS are pretty small, and in the end it was more important to me to have more recent versions of software. Now if I were administering a network for an office, it would be a different matter...

    Package management: Yes, this is absolutely the most amazing part of free software! How cool is it to get all your software, no matter who wrote it, from one source, which spends all its time diligently tracking its dependencies, checking it for compatibility, monitoring its security flaws, filtering out malware, imposing sensible standards, and resisting all attempts by big corporations to shove stuff down your throat that you don't want, all completely for free? And you can upgrade *everything* to the latest versions, at your own convenience, in a single command. I still don't quite believe it.

    Unpackaged software: Yes, I agree, unpackaged software is not nearly as good as packaged software. It's non-uniform, may not have a good uninstaller, might require me to install something else first, might not work, and might conceal malware of some sort. That's no different from any other OS. However, it's not as bad as you make out. There *is* a slightly more old-fashioned way of installing software: tarballs. They're primitive, but they are standard across all versions of Unix (certainly all Linux distributions), they work, and pretty much all Linux software is available in this form. It never gets worse than that.

    Games: A fair cop. Linux is bad for games.

    GPUs: Another fair cop. I lived with manually installing binary nVidia drivers for five years, but life's too short for that kind of nonsense. These days I buy Intel graphics only.

    40 second boot: More like 20 for me on my desktop machine, and about 12 on my netbook (which boots off SSD). After I installed, I spent a couple of minutes removing software I didn't use (e.g. nautilus, gdm, and most of the task bar applets), and it pays off every time I boot.

    Separate menu bar and task bar: I, like you, prefer a Windows-ish layout with everything at the bottom, so after I installed I spent a minute or two dragging-and-dropping it all down there.
  • GregE - Wednesday, August 26, 2009 - link

    I use GNU/Linux for 100% of my needs, but then I have for years and my hardware and software reflect this. For example I have a Creative Zen 32gb SSD music player and only buy DRM free MP3s. In Linux I plug it in and fire up Amarok and it automatically appears in the menus and I can move tracks back and forth. I knew this when I bought it, I would never buy an iPod as I know it would make life difficult.

    The lesson here is that if you live in a Linux world you make your choices and purchases accordingly. A few minutes with Google can save you a lot of hassle when it comes to buying hardware.

    There are three web sites any Ubuntu neophyte needs to learn.
    1 www.medibuntu.org where multimedia hassles evaporate.
    2 http://ubuntuguide.org/wiki/Ubuntu:Jaunty">http://ubuntuguide.org/wiki/Ubuntu:Jaunty the missing manual where you will find the solution to just about any issue.
    3 http://www.getdeb.net/">http://www.getdeb.net/ where new versions of packages are published outside of the normal repositories. You need to learn how to use gdebi installer, but essentially you download a deb and double click on it.

    Then there are PPA repositories for the true bleeding edge. This is the realm of the advanced user.

    For a home user it is always best to keep up to date. The software is updated daily, what did not work yesterday works today. Hardware drivers appear all the time, by sticking with LTS releases you are frozen in time. Six months is a long time, a year is ancient history. An example is USB TV sticks, buy one and plug it into 8.10 and nothing happens, plug it in 9.04 and it just works or still does not work, but will in 9.10

    Yes it is a wild ride, but never boring. For some it is an adventure, for others it is too anarchic.

    I use Debian Sid which is a rolling release. That means that there are no new versions, every day is an update that goes on forever. Ubuntu is good for beginners and the experienced, the more you learn the deeper you can go into a world of software that exceeds 30,000 programs that are all free in both senses.

    I look forward to part 2 of this article, but remember that the author is a Linux beginner, clearly technically adept but still a Linux beginner.



    It all comes down to choice.
  • allasm - Thursday, August 27, 2009 - link

    > I use Debian Sid which is a rolling release.
    > That means that there are no new versions, every day is an update that goes on forever.

    This is actually one of the best things about Ubuntu and Debian - you NEVER have to reinstall your OS.

    With Windows you may live with one OS for years (few manage to do that without reinstalling, but it is definitely possible) - but you HAVE to wipe everything clean and install a new OS eventually. With Debian and Ubuntu you can simply constantly upgrade and be happy. At the same time noone forces you to upgrade ALL the time, or upgrade EVERYTHING - if you arehappy with, say, firefox v2 and dont want to go to v3 because your fav skin is not there yet - just dont upgrade one app (and decide for yourself if uyou need the security fixes).

    Some time ago I turned on a Debian box which was offline/turned off for 2+ years and managed to update it (to a new release) with just two reboots (one for the new kernel to take effect). That was it, it worked right after that. To be fair, I did have to update a few config files manually after that to make it flawless, but even without manual updates the OS at least booted "into" the new release. Natuarally, all my user data stayed intact, as did most of the OS settings. Most (99%) programs worked as expected as well - the problematic 1% falling on some GUI programs not dealing well with new X/window manager. And had no garbage files or whatever after the update (unlike what you get if you try to upgrade a winXP to say WinVista)


    Having said all that, I 100% agree that linux has its problems as a desktop OS (I use windows more than linux day-to-day), but I totally disagree that using one OS for a long time is a weak point of Ubuntu.


    P.S. one thing i never tried is upgrading a 32 bit distro to 64 bit - i wonder if this is possible on a live OS using a package manager.
  • wolfdale - Wednesday, August 26, 2009 - link

    A good article but I have a few pointers.
    1) More linux distros need to be reviewed. Your "out of the box" review was informational but seemed to more in-tuned with commercial products aimed for making a profit (ie, is this a good buy for your money?). I, for one, used to check AnandTech.com before making a big computer item purchase. However linux is free to the public thus the tradeoff for the user would now be how much time should I invest in learning and customizing this particular distro. Multi-distro comparisons along with a few customized snapshots would help the average user on deciding what to spend with his valuable time and effort.

    2) Include Linux compatibility on hardware reviews. Like I said earlier, I once used AnandTech.com as my guide for all PC related purchases and I have to say about 80% of the time it was correct. But, try to imagine my horror about 1.5 years ago when my brand spanking new HD4850 video card refused to do anything related to 3-D on Ubuntu. I spent weeks trying to get it to work but ended up selling it and going with Nvidia. Of course it was a driver issue but no where did AnandTech.com mentioned this other than saying it was a best buy.

    Thanks for listening, I feel better now. I'm looking forward to reading your Ubuntu 9.04 review and please keep adding more linux related articles.
  • ParadigmComplex - Wednesday, August 26, 2009 - link

    When I first saw that there was going to be a "first time with Linux" article on Anandtech, I have to admit I was a bit worried. While the hardware reviews here are excellent, it's already something you guys are familiar with - it's not new grounds, you know what to look for. I sadly expected Ryan would enter with the wrong mindset, trip over something small and end up with an unfair review like almost all "first time with Linux" reviews end up being.

    Boy, was I wrong.

    With only one major issue (about APT, which I explained in another post) and only a handful of little things (which I expect will be largely remedied in Part 2), this article was excellent. Pretty much every major thing that needed to be touched on was hit, most of Ubuntu's major pluses and minuses fairly reviewed. It's evident you really did your homework, Ryan. Very well done. I should have known better then to doubt anyone from anandtech, you guys are brilliant :D
  • Fox5 - Wednesday, August 26, 2009 - link

    One last thing I forgot to say....
    Good job on the article. I (and many others) would have liked to see 9.04 instead (I don't know of anyone who uses the LTS releases, those seemed to be aimed at system integrators, such as Dell's netbooks with ubuntu), but the article itself was quality.
  • jasperjones - Wednesday, August 26, 2009 - link

    I'd like to make one last addition in similar spirit. I appreciate this article as a generally unbiased review that covers many important aspects of a general-purpose OS.

    And just to be sure: I'm not a Linux fanatic, in fact, for some reason, I'm writing up this post on Vista x64 ;)
  • jasperjones - Wednesday, August 26, 2009 - link

    You're right that there are historical reasons that dictate that one Linux binary might be in /usr/bin, another in /sbin or /usr/sbin, yet another one in /usr/local/bin, etc.

    However, you really couldn't care less as long as the binary is in your path. which foo will then tell you the location. Furthermore, there's hardly any need to manually configure something in the installation directory. Virtually anything that can be user-configured (and there's a lot more that can than on Windows) can be configured in a file below ~ (your home). The name of the config file is usually intuitive.

    But yeah, for things that you configure as admin (think X11 in /etc/X11/xorg.conf or Postgres usually somewhere under /usr/local/pgsql) you might need to know the directory. However, the admin installs the app, so he should know. Furthermore, GUIs exist to configure most admin-ish things (I don't know what it's in Ubuntu for X but it's sax2 in SUSE; and it's pgadmin for Postgresql in both Ubuntu and SUSE)
  • ParadigmComplex - Wednesday, August 26, 2009 - link

    Again, if I may extend from what you've said:

    Even though it is technically possible to reorder the directory structure, Ubuntu isn't going to do it for a variety of reasons:

    First and foremost, one must remember Ubuntu is essentially just a snapshot of Debian's in-development branch (unstable aka Sid) with some polish aiming towards user-friendliness and (paid) support. Other then the user-friendly tweaks and support, Ubuntu is whatever Debian is at the time of the snapshot. And while Debian has a lot of great qualities, user-friendliness isn't one of them (hence the need for Ubuntu). Debian focuses on F/OSS principles (DFSG), stability, security, and portability - Debian isn't going to reorder everything in the name of user-friendless.

    Second, it'd break compatibility with every other Linux program out there. Despite the fact that Ryan seemed to think it's a pain to install things that aren't from Ubuntu's servers, it's quite common. If Ubuntu rearranges things, it'd break everything else from everyone else.

    Third, it would be a tremendous amount of work. I don't have a number off-hand, but Ubuntu has a huge number of programs available in it's repos that would have to be changed. Theoretically it could be done with a script, but it's risking breaking quite a lot for no real gain. And this would have to be done every six months from the latest Debian freeze.
  • jasperjones - Wednesday, August 26, 2009 - link

    I disagree with the evaluation of the package manager.

    First, there's a repo for almost anything. I quickly got used to adding a repo containing newer builds of a desired app and then installing via apt-get.

    Second, with a few exceptions, you can just download source code and then install via "./configure; make; sudo make install." This usually works very well if, before running those commands, you have a quick look at the README and install required dependencies via apt-get (the versions of the dependencies in the package manager almost always are fine).

    Third, and most importantly, you can simply update your whole Ubuntu distribution via dist-upgrade. True, you might occasionally get issues from doing that (ATI/NVIDIA driver comes to mind) but think of the convenience. You get a coffee while "sudo apt-get dist-upgrade" runs and when you get back, virtually EVERYTHING is upgraded to a recent version. Compare that with Windows, where you might waste hours to upgrade all apps (think of coming back to your parent's PC after 10 months, discovering all apps are outdated).

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