VirtualBox

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1<?xml version="1.0" encoding="UTF-8"?>
2<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
3"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd">
4<chapter>
5 <title id="Introduction">First steps</title>
6
7 <para>Welcome to $VBOX_PRODUCT!</para>
8
9 <para>VirtualBox is a cross-platform virtualization application. What does
10 that mean? For one thing, it installs on your existing Intel or AMD-based
11 computers, whether they are running Windows, Mac, Linux or Solaris operating
12 systems. Secondly, it extends the capabilities of your existing computer so
13 that it can run multiple operating systems (inside multiple virtual
14 machines) at the same time. So, for example, you can run Windows and Linux
15 on your Mac, run Windows Server 2008 on your Linux server, run Linux on your
16 Windows PC, and so on, all alongside your existing applications. You can
17 install and run as many virtual machines as you like -- the only practical
18 limits are disk space and memory.</para>
19
20 <para>VirtualBox is deceptively simple yet also very powerful. It can run
21 everywhere from small embedded systems or desktop class machines all the way
22 up to datacenter deployments and even Cloud environments.</para>
23
24 <para>The following screenshot shows you how VirtualBox, installed on a Mac
25 computer, is running Windows 7 in a virtual machine window:</para>
26
27 <para><mediaobject>
28 <imageobject>
29 <imagedata align="center" fileref="images/vm-vista-running.png"
30 width="14cm" />
31 </imageobject>
32 </mediaobject></para>
33
34 <para>In this User Manual, we'll begin simply with a quick introduction to
35 virtualization and how to get your first virtual machine running with the
36 easy-to-use VirtualBox graphical user interface. Subsequent chapters will go
37 into much more detail covering more powerful tools and features, but
38 fortunately, it is not necessary to read the entire User Manual before you
39 can use VirtualBox.</para>
40
41 <para>You can find a summary of VirtualBox's capabilities in <xref
42 linkend="features-overview" />. For existing VirtualBox users who just want
43 to see what's new in this release, there is a detailed list in <xref
44 linkend="ChangeLog" />.</para>
45
46 <sect1>
47 <title>Why is virtualization useful?</title>
48
49 <para>The techniques and features that VirtualBox provides are useful for
50 several scenarios:</para>
51
52 <itemizedlist>
53 <listitem>
54 <para><emphasis role="bold">Running multiple operating systems
55 simultaneously.</emphasis> VirtualBox allows you to run more than one
56 operating system at a time. This way, you can run software written for
57 one operating system on another (for example, Windows software on
58 Linux or a Mac) without having to reboot to use it. Since you can
59 configure what kinds of "virtual" hardware should be presented to each
60 such operating system, you can install an old operating system such as
61 DOS or OS/2 even if your real computer's hardware is no longer
62 supported by that operating system.</para>
63 </listitem>
64
65 <listitem>
66 <para><emphasis role="bold">Easier software installations.</emphasis>
67 Software vendors can use virtual machines to ship entire software
68 configurations. For example, installing a complete mail server
69 solution on a real machine can be a tedious task. With VirtualBox,
70 such a complex setup (then often called an "appliance") can be packed
71 into a virtual machine. Installing and running a mail server becomes
72 as easy as importing such an appliance into VirtualBox.</para>
73 </listitem>
74
75 <listitem>
76 <para><emphasis role="bold">Testing and disaster recovery.</emphasis>
77 Once installed, a virtual machine and its virtual hard disks can be
78 considered a "container" that can be arbitrarily frozen, woken up,
79 copied, backed up, and transported between hosts.</para>
80
81 <para>On top of that, with the use of another VirtualBox feature
82 called "snapshots", one can save a particular state of a virtual
83 machine and revert back to that state, if necessary. This way, one can
84 freely experiment with a computing environment. If something goes
85 wrong (e.g. after installing misbehaving software or infecting the
86 guest with a virus), one can easily switch back to a previous snapshot
87 and avoid the need of frequent backups and restores.</para>
88
89 <para>Any number of snapshots can be created, allowing you to travel
90 back and forward in virtual machine time. You can delete snapshots
91 while a VM is running to reclaim disk space.</para>
92 </listitem>
93
94 <listitem>
95 <para><emphasis role="bold">Infrastructure consolidation.</emphasis>
96 Virtualization can significantly reduce hardware and electricity
97 costs. Most of the time, computers today only use a fraction of their
98 potential power and run with low average system loads. A lot of
99 hardware resources as well as electricity is thereby wasted. So,
100 instead of running many such physical computers that are only
101 partially used, one can pack many virtual machines onto a few powerful
102 hosts and balance the loads between them.</para>
103 </listitem>
104 </itemizedlist>
105 </sect1>
106
107 <sect1>
108 <title id="virtintro">Some terminology</title>
109
110 <para>When dealing with virtualization (and also for understanding the
111 following chapters of this documentation), it helps to acquaint oneself
112 with a bit of crucial terminology, especially the following terms:</para>
113
114 <glosslist>
115 <glossentry>
116 <glossterm>Host operating system (host OS).</glossterm>
117
118 <glossdef>
119 <para>This is the operating system of the physical computer on which
120 VirtualBox was installed. There are versions of VirtualBox for
121 Windows, Mac OS X, Linux and Solaris hosts; for details, please see
122 <xref linkend="hostossupport" />.</para>
123
124 <para>Most of the time, this User Manual discusses all VirtualBox
125 versions together. There may be platform-specific differences which
126 we will point out where appropriate.</para>
127 </glossdef>
128 </glossentry>
129
130 <glossentry>
131 <glossterm>Guest operating system (guest OS).</glossterm>
132
133 <glossdef>
134 <para>This is the operating system that is running inside the
135 virtual machine. Theoretically, VirtualBox can run any x86 operating
136 system (DOS, Windows, OS/2, FreeBSD, OpenBSD), but to achieve
137 near-native performance of the guest code on your machine, we had to
138 go through a lot of optimizations that are specific to certain
139 operating systems. So while your favorite operating system
140 <emphasis>may</emphasis> run as a guest, we officially support and
141 optimize for a select few (which, however, include the most common
142 ones).</para>
143
144 <para>See <xref linkend="guestossupport" /> for details.</para>
145 </glossdef>
146 </glossentry>
147
148 <glossentry>
149 <glossterm>Virtual machine (VM).</glossterm>
150
151 <glossdef>
152 <para>This is the special environment that VirtualBox creates for
153 your guest operating system while it is running. In other words, you
154 run your guest operating system "in" a VM. Normally, a VM will be
155 shown as a window on your computer's desktop, but depending on which
156 of the various frontends of VirtualBox you use, it can be displayed
157 in full-screen mode or remotely on another computer.</para>
158
159 <para>In a more abstract way, internally, VirtualBox thinks of a VM
160 as a set of parameters that determine its behavior. They include
161 hardware settings (how much memory the VM should have, what hard
162 disks VirtualBox should virtualize through which container files,
163 what CDs are mounted etc.) as well as state information (whether the
164 VM is currently running, saved, its snapshots etc.). These settings
165 are mirrored in the VirtualBox Manager window as well as the
166 <computeroutput>VBoxManage</computeroutput> command line program;
167 see <xref linkend="vboxmanage" />. In other words, a VM is also what
168 you can see in its settings dialog.</para>
169 </glossdef>
170 </glossentry>
171
172 <glossentry>
173 <glossterm>Guest Additions.</glossterm>
174
175 <glossdef>
176 <para>This refers to special software packages which are shipped
177 with VirtualBox but designed to be installed
178 <emphasis>inside</emphasis> a VM to improve performance of the guest
179 OS and to add extra features. This is described in detail in <xref
180 linkend="guestadditions" />.</para>
181 </glossdef>
182 </glossentry>
183 </glosslist>
184 </sect1>
185
186 <sect1 id="features-overview">
187 <title>Features overview</title>
188
189 <para>Here's a brief outline of VirtualBox's main features:</para>
190
191 <itemizedlist>
192 <listitem>
193 <para><emphasis role="bold">Portability.</emphasis> VirtualBox runs on
194 a large number of 32-bit and 64-bit host operating systems (again, see
195 <xref linkend="hostossupport" /> for details).</para>
196
197 <para>VirtualBox is a so-called "hosted" hypervisor (sometimes
198 referred to as a "type 2" hypervisor). Whereas a "bare-metal" or "type
199 1" hypervisor would run directly on the hardware, VirtualBox requires
200 an existing operating system to be installed. It can thus run
201 alongside existing applications on that host.</para>
202
203 <para>To a very large degree, VirtualBox is functionally identical on
204 all of the host platforms, and the same file and image formats are
205 used. This allows you to run virtual machines created on one host on
206 another host with a different host operating system; for example, you
207 can create a virtual machine on Windows and then run it under
208 Linux.</para>
209
210 <para>In addition, virtual machines can easily be imported and
211 exported using the Open Virtualization Format (OVF, see <xref
212 linkend="ovf" />), an industry standard created for this purpose. You
213 can even import OVFs that were created with a different virtualization
214 software.</para>
215 </listitem>
216
217 <listitem>
218 <para><emphasis role="bold">No hardware virtualization
219 required.</emphasis> For many scenarios, VirtualBox does not require
220 the processor features built into newer hardware like Intel VT-x or
221 AMD-V. As opposed to many other virtualization solutions, you can
222 therefore use VirtualBox even on older hardware where these features
223 are not present. The technical details are explained in <xref
224 linkend="hwvirt" />.</para>
225 </listitem>
226
227 <listitem>
228 <para><emphasis role="bold">Guest Additions: shared folders, seamless
229 windows, 3D virtualization.</emphasis> The VirtualBox Guest Additions
230 are software packages which can be installed
231 <emphasis>inside</emphasis> of supported guest systems to improve
232 their performance and to provide additional integration and
233 communication with the host system. After installing the Guest
234 Additions, a virtual machine will support automatic adjustment of
235 video resolutions, seamless windows, accelerated 3D graphics and more.
236 The Guest Additions are described in detail in <xref
237 linkend="guestadditions" />.</para>
238
239 <para>In particular, Guest Additions provide for "shared folders",
240 which let you access files from the host system from within a guest
241 machine. Shared folders are described in <xref
242 linkend="sharedfolders" />.</para>
243 </listitem>
244
245 <listitem>
246 <para><emphasis role="bold">Great hardware support.</emphasis> Among
247 others, VirtualBox supports:</para>
248
249 <itemizedlist>
250 <listitem>
251 <para><emphasis role="bold">Guest multiprocessing
252 (SMP).</emphasis> VirtualBox can present up to 32 virtual CPUs to
253 each virtual machine, irrespective of how many CPU cores are
254 physically present on your host.</para>
255 </listitem>
256
257 <listitem>
258 <para><emphasis role="bold">USB device support.</emphasis>
259 VirtualBox implements a virtual USB controller and allows you to
260 connect arbitrary USB devices to your virtual machines without
261 having to install device-specific drivers on the host. USB support
262 is not limited to certain device categories. For details, see
263 <xref linkend="settings-usb" />.</para>
264 </listitem>
265
266 <listitem>
267 <para><emphasis role="bold">Hardware compatibility.</emphasis>
268 VirtualBox virtualizes a vast array of virtual devices, among them
269 many devices that are typically provided by other virtualization
270 platforms. That includes IDE, SCSI and SATA hard disk controllers,
271 several virtual network cards and sound cards, virtual serial and
272 parallel ports and an Input/Output Advanced Programmable Interrupt
273 Controller (I/O APIC), which is found in many modern PC systems.
274 This eases cloning of PC images from real machines and importing
275 of third-party virtual machines into VirtualBox.</para>
276 </listitem>
277
278 <listitem>
279 <para><emphasis role="bold">Full ACPI support.</emphasis> The
280 Advanced Configuration and Power Interface (ACPI) is fully
281 supported by VirtualBox. This eases cloning of PC images from real
282 machines or third-party virtual machines into VirtualBox. With its
283 unique <emphasis role="bold">ACPI power status support,</emphasis>
284 VirtualBox can even report to ACPI-aware guest operating systems
285 the power status of the host. For mobile systems running on
286 battery, the guest can thus enable energy saving and notify the
287 user of the remaining power (e.g. in fullscreen modes).</para>
288 </listitem>
289
290 <listitem>
291 <para><emphasis role="bold">Multiscreen resolutions.</emphasis>
292 VirtualBox virtual machines support screen resolutions many times
293 that of a physical screen, allowing them to be spread over a large
294 number of screens attached to the host system.</para>
295 </listitem>
296
297 <listitem>
298 <para><emphasis role="bold">Built-in iSCSI support.</emphasis>
299 This unique feature allows you to connect a virtual machine
300 directly to an iSCSI storage server without going through the host
301 system. The VM accesses the iSCSI target directly without the
302 extra overhead that is required for virtualizing hard disks in
303 container files. For details, see <xref
304 linkend="storage-iscsi" />.</para>
305 </listitem>
306
307 <listitem>
308 <para><emphasis role="bold">PXE Network boot.</emphasis> The
309 integrated virtual network cards of VirtualBox fully support
310 remote booting via the Preboot Execution Environment (PXE).</para>
311 </listitem>
312 </itemizedlist>
313 </listitem>
314
315 <listitem>
316 <para><emphasis role="bold">Multigeneration branched
317 snapshots.</emphasis> VirtualBox can save arbitrary snapshots of the
318 state of the virtual machine. You can go back in time and revert the
319 virtual machine to any such snapshot and start an alternative VM
320 configuration from there, effectively creating a whole snapshot tree.
321 For details, see <xref linkend="snapshots" />. You can create and
322 delete snapshots while the virtual machine is running.</para>
323 </listitem>
324
325 <listitem>
326 <para><emphasis role="bold">Clean architecture; unprecedented
327 modularity.</emphasis> VirtualBox has an extremely modular design with
328 well-defined internal programming interfaces and a clean separation of
329 client and server code. This makes it easy to control it from several
330 interfaces at once: for example, you can start a VM simply by clicking
331 on a button in the VirtualBox graphical user interface and then
332 control that machine from the command line, or even remotely. See
333 <xref linkend="frontends" /> for details.</para>
334
335 <para>Due to its modular architecture, VirtualBox can also expose its
336 full functionality and configurability through a comprehensive
337 <emphasis role="bold">software development kit (SDK),</emphasis> which
338 allows for integrating every aspect of VirtualBox with other software
339 systems. Please see <xref linkend="VirtualBoxAPI" /> for
340 details.</para>
341 </listitem>
342
343 <listitem>
344 <para><emphasis role="bold">Remote machine display.</emphasis> The
345 VirtualBox Remote Desktop Extension (VRDE) allows for high-performance
346 remote access to any running virtual machine. This extension supports
347 the Remote Desktop Protocol (RDP) originally built into Microsoft
348 Windows, with special additions for full client USB support.</para>
349
350 <para>The VRDE does not rely on the RDP server that is built into
351 Microsoft Windows; instead, it is plugged directly into the
352 virtualization layer. As a result, it works with guest operating
353 systems other than Windows (even in text mode) and does not require
354 application support in the virtual machine either. The VRDE is
355 described in detail in <xref linkend="vrde" />.</para>
356
357 <para>On top of this special capacity, VirtualBox offers you more
358 unique features:<itemizedlist>
359 <listitem>
360 <para><emphasis role="bold">Extensible RDP
361 authentication.</emphasis> VirtualBox already supports Winlogon
362 on Windows and PAM on Linux for RDP authentication. In addition,
363 it includes an easy-to-use SDK which allows you to create
364 arbitrary interfaces for other methods of authentication; see
365 <xref linkend="vbox-auth" /> for details.</para>
366 </listitem>
367
368 <listitem>
369 <para><emphasis role="bold">USB over RDP.</emphasis> Via RDP
370 virtual channel support, VirtualBox also allows you to connect
371 arbitrary USB devices locally to a virtual machine which is
372 running remotely on a VirtualBox RDP server; see <xref
373 linkend="usb-over-rdp" /> for details.</para>
374 </listitem>
375 </itemizedlist></para>
376 </listitem>
377 </itemizedlist>
378 </sect1>
379
380 <sect1>
381 <title id="hostossupport">Supported host operating systems</title>
382
383 <para>Currently, VirtualBox runs on the following host operating
384 systems:</para>
385
386 <itemizedlist>
387 <listitem>
388 <para><emphasis role="bold">Windows</emphasis> hosts:<itemizedlist>
389 <listitem>
390 <para>Windows XP, all service packs (32-bit)</para>
391 </listitem>
392
393 <listitem>
394 <para>Windows Server 2003 (32-bit)</para>
395 </listitem>
396
397 <listitem>
398 <para>Windows Vista (32-bit and 64-bit<footnote>
399 <para>Support for 64-bit Windows was added with VirtualBox
400 1.5.</para>
401 </footnote>).</para>
402 </listitem>
403
404 <listitem>
405 <para>Windows Server 2008 (32-bit and 64-bit)</para>
406 </listitem>
407
408 <listitem>
409 <para>Windows 7 (32-bit and 64-bit)</para>
410 </listitem>
411 </itemizedlist></para>
412 </listitem>
413
414 <listitem>
415 <para><emphasis role="bold">Mac OS X</emphasis> hosts:<footnote>
416 <para>Preliminary Mac OS X support (beta stage) was added with
417 VirtualBox 1.4, full support with 1.6. Mac OS X 10.4 (Tiger)
418 support was removed with VirtualBox 3.1.</para>
419 </footnote></para>
420
421 <itemizedlist>
422 <listitem>
423 <para>10.5 (Leopard, 32-bit)</para>
424 </listitem>
425
426 <listitem>
427 <para>10.6 (Snow Leopard, 32-bit and 64-bit)</para>
428 </listitem>
429 </itemizedlist>
430
431 <para>Intel hardware is required; please see <xref
432 linkend="KnownIssues" /> also.</para>
433 </listitem>
434
435 <listitem>
436 <para><emphasis role="bold">Linux</emphasis> hosts (32-bit and
437 64-bit<footnote>
438 <para>Support for 64-bit Linux was added with VirtualBox
439 1.4.</para>
440 </footnote>). Among others, this includes:<itemizedlist>
441 <listitem>
442 <para>Ubuntu 6.06 ("Dapper Drake"), 6.10 ("Edgy Eft"), 7.04
443 ("Feisty Fawn"), 7.10 ("Gutsy Gibbon"), 8.04 ("Hardy Heron"),
444 8.10 ("Intrepid Ibex"), 9.04 ("Jaunty Jackalope"), 9.10 ("Karmic
445 Koala"), 10.04 ("Lucid Lynx"), 10.10 ("Maverick Meerkat).</para>
446 </listitem>
447
448 <listitem>
449 <para>Debian GNU/Linux 3.1 ("sarge"), 4.0 ("etch") and 5.0
450 ("lenny")</para>
451 </listitem>
452
453 <listitem>
454 <para>Oracle Enterprise Linux 4 and 5</para>
455 </listitem>
456
457 <listitem>
458 <para>Redhat Enterprise Linux 4, 5 and 6</para>
459 </listitem>
460
461 <listitem>
462 <para>Fedora Core 4 to 12</para>
463 </listitem>
464
465 <listitem>
466 <para>Gentoo Linux</para>
467 </listitem>
468
469 <listitem>
470 <para>SUSE Linux 9 and 10, openSUSE 10.3, 11.0, 11.1, 11.2,
471 11.3</para>
472 </listitem>
473
474 <listitem>
475 <para>Mandriva 2007.1, 2008.0, 2009.1, 2010.0</para>
476 </listitem>
477 </itemizedlist></para>
478
479 <para>It should be possible to use VirtualBox on most systems based on
480 Linux kernel 2.6 using either the VirtualBox installer or by doing a
481 manual installation; see <xref linkend="install-linux-host" />.</para>
482
483 <para>Note that starting with VirtualBox 2.1, Linux 2.4-based host
484 operating systems are no longer supported.</para>
485 </listitem>
486
487 <listitem>
488 <para><emphasis role="bold">Solaris</emphasis> hosts (32-bit and
489 64-bit) are supported with the restrictions listed in <xref
490 linkend="KnownIssues" />:<itemizedlist>
491 <listitem>
492 <para>Solaris 11 Express (Nevada build 86 and higher,
493 OpenSolaris 2008.05 and higher)</para>
494 </listitem>
495
496 <listitem>
497 <para>Solaris 10 (u8 and higher)</para>
498 </listitem>
499 </itemizedlist></para>
500 </listitem>
501 </itemizedlist>
502 </sect1>
503
504 <sect1 id="intro-installing">
505 <title>Installing VirtualBox and extension packs</title>
506
507 <para>VirtualBox comes in many different packages, and installation
508 depends on your host operating system. If you have installed software
509 before, installation should be straightforward: on each host platform,
510 VirtualBox uses the installation method that is most common and easy to
511 use. If you run into trouble or have special requirements, please refer to
512 <xref linkend="installation" /> for details about the various installation
513 methods.</para>
514
515 <para>Starting with version 4.0, VirtualBox is split into several
516 components.<orderedlist>
517 <listitem>
518 <para>The base package consists of all open-source components and is
519 licensed under the GNU General Public License V2.</para>
520 </listitem>
521
522 <listitem>
523 <para>Additional extension packs can be downloaded which extend the
524 functionality of the VirtualBox base package. Currently, Oracle
525 provides the one extension pack, which can be found at <ulink
526 url="http://www.virtualbox.org">http://www.virtualbox.org</ulink>
527 and provides the following added functionality:<orderedlist>
528 <listitem>
529 <para>The virtual USB 2.0 (EHCI) device; see <xref
530 linkend="settings-usb" />.</para>
531 </listitem>
532
533 <listitem>
534 <para>VirtualBox Remote Desktop Protocol (VRDP) support; see
535 <xref linkend="vrde" />.</para>
536 </listitem>
537
538 <listitem>
539 <para>Intel PXE boot ROM with support for the E1000 network
540 card.</para>
541 </listitem>
542 </orderedlist></para>
543
544 <para>VirtualBox extension packages have a
545 <computeroutput>.vbox-extpack</computeroutput> file name extension.
546 To install an extension, simply double-click on the package file,
547 and the VirtualBox Manager will guide you through the required
548 steps.</para>
549
550 <para>To view the extension packs that are currently installed,
551 please start the VirtualBox Manager (see the next section). From the
552 "File" menu, please select "Preferences". In the window that shows
553 up, go to the "Extensions" category which shows you the extensions
554 which are currently installed and allows you to remove a package or
555 add a new one.</para>
556
557 <para>Alternatively you can use VBoxManage on the command line: see
558 <xref linkend="vboxmanage-extpack" /> for details.</para>
559 </listitem>
560 </orderedlist></para>
561 </sect1>
562
563 <sect1>
564 <title>Starting VirtualBox</title>
565
566 <para>After installation, you can start VirtualBox as
567 follows:<itemizedlist>
568 <listitem>
569 <para>On a Windows host, in the standard "Programs" menu, click on
570 the item in the "VirtualBox" group. On Vista or Windows 7, you can
571 also type "VirtualBox" in the search box of the "Start" menu.</para>
572 </listitem>
573
574 <listitem>
575 <para>On a Mac OS X host, in the Finder, double-click on the
576 "VirtualBox" item in the "Applications" folder. (You may want to
577 drag this item onto your Dock.)</para>
578 </listitem>
579
580 <listitem>
581 <para>On a Linux or Solaris host, depending on your desktop
582 environment, a "VirtualBox" item may have been placed in either the
583 "System" or "System Tools" group of your "Applications" menu.
584 Alternatively, you can type
585 <computeroutput>VirtualBox</computeroutput> in a terminal.</para>
586 </listitem>
587 </itemizedlist></para>
588
589 <para>When you start VirtualBox for the first time, a window like the
590 following should come up:</para>
591
592 <para><mediaobject>
593 <imageobject>
594 <imagedata align="center" fileref="images/virtualbox-main-empty.png"
595 width="10cm" />
596 </imageobject>
597 </mediaobject>This window is called the <emphasis
598 role="bold">"VirtualBox Manager".</emphasis> On the left, you can see a
599 pane that will later list all your virtual machines. Since you have not
600 created any, the list is empty. A row of buttons above it allows you to
601 create new VMs and work on existing VMs, once you have some. The pane on
602 the right displays the properties of the virtual machine currently
603 selected, if any. Again, since you don't have any machines yet, the pane
604 displays a welcome message.</para>
605
606 <para>To give you an idea what VirtualBox might look like later, after you
607 have created many machines, here's another example:</para>
608
609 <para><mediaobject>
610 <imageobject>
611 <imagedata align="center" fileref="images/virtualbox-main.png"
612 width="10cm" />
613 </imageobject>
614 </mediaobject></para>
615 </sect1>
616
617 <sect1 id="gui-createvm">
618 <title>Creating your first virtual machine</title>
619
620 <para>Click on the "New" button at the top of the VirtualBox Manager
621 window. A wizard will pop up to guide you through setting up a new virtual
622 machine (VM):</para>
623
624 <para><mediaobject>
625 <imageobject>
626 <imagedata align="center" fileref="images/create-vm-1.png"
627 width="10cm" />
628 </imageobject>
629 </mediaobject>On the following pages, the wizard will ask you for the
630 bare minimum of information that is needed to create a VM, in
631 particular:<orderedlist>
632 <listitem>
633 <para>The <emphasis role="bold">VM name</emphasis> will later be
634 shown in the VM list of the VirtualBox Manager window, and it will
635 be used for the VM's files on disk. Even though any name could be
636 used, keep in mind that once you have created a few VMs, you will
637 appreciate if you have given your VMs rather informative names; "My
638 VM" would thus be less useful than "Windows XP SP2 with
639 OpenOffice".</para>
640 </listitem>
641
642 <listitem>
643 <para>For <emphasis role="bold">"Operating System Type",</emphasis>
644 select the operating system that you want to install later. The
645 supported operating systems are grouped; if you want to install
646 something very unusual that is not listed, select "Other". Depending
647 on your selection, VirtualBox will enable or disable certain VM
648 settings that your guest operating system may require. This is
649 particularly important for 64-bit guests (see <xref
650 linkend="intro-64bitguests" />). It is therefore recommended to
651 always set it to the correct value.</para>
652 </listitem>
653
654 <listitem>
655 <para>On the next page, select the <emphasis role="bold">memory
656 (RAM)</emphasis> that VirtualBox should allocate every time the
657 virtual machine is started. The amount of memory given here will be
658 taken away from your host machine and presented to the guest
659 operating system, which will report this size as the (virtual)
660 computer's installed RAM.</para>
661
662 <para><note>
663 <para>Choose this setting carefully! The memory you give to the
664 VM will not be available to your host OS while the VM is
665 running, so do not specify more than you can spare. For example,
666 if your host machine has 1 GB of RAM and you enter 512 MB as the
667 amount of RAM for a particular virtual machine, while that VM is
668 running, you will only have 512 MB left for all the other
669 software on your host. If you run two VMs at the same time, even
670 more memory will be allocated for the second VM (which may not
671 even be able to start if that memory is not available). On the
672 other hand, you should specify as much as your guest OS (and
673 your applications) will require to run properly.</para>
674 </note></para>
675
676 <para>A Windows XP guest will require at least a few hundred MB RAM
677 to run properly, and Windows Vista will even refuse to install with
678 less than 512 MB. Of course, if you want to run graphics-intensive
679 applications in your VM, you may require even more RAM.</para>
680
681 <para>So, as a rule of thumb, if you have 1 GB of RAM or more in
682 your host computer, it is usually safe to allocate 512 MB to each
683 VM. But, in any case, make sure you always have at least 256 to 512
684 MB of RAM left on your host operating system. Otherwise you may
685 cause your host OS to excessively swap out memory to your hard disk,
686 effectively bringing your host system to a standstill.</para>
687
688 <para>As with the other settings, you can change this setting later,
689 after you have created the VM.</para>
690 </listitem>
691
692 <listitem>
693 <para>Next, you must specify a <emphasis role="bold">virtual hard
694 disk</emphasis> for your VM.</para>
695
696 <para>There are many and potentially complicated ways in which
697 VirtualBox can provide hard disk space to a VM (see <xref
698 linkend="storage" /> for details), but the most common way is to use
699 a large image file on your "real" hard disk, whose contents
700 VirtualBox presents to your VM as if it were a complete hard disk.
701 This file represents an entire hard disk then, so you can even copy
702 it to another host and use it with another VirtualBox
703 installation.</para>
704
705 <para>The wizard shows you the following window:</para>
706
707 <para><mediaobject>
708 <imageobject>
709 <imagedata align="center" fileref="images/create-vm-2.png"
710 width="10cm" />
711 </imageobject>
712 </mediaobject></para>
713
714 <para>Here you have the following options:</para>
715
716 <para><itemizedlist>
717 <listitem>
718 <para>To create a new, empty virtual hard disk, press the
719 <emphasis role="bold">"New"</emphasis> button.</para>
720 </listitem>
721
722 <listitem>
723 <para>You can pick an <emphasis
724 role="bold">existing</emphasis> disk image file.</para>
725
726 <para>The <emphasis role="bold">drop-down list</emphasis>
727 presented in the window contains all disk images which are
728 currently remembered by VirtualBox, probably because they are
729 currently attached to a virtual machine (or have been in the
730 past).</para>
731
732 <para>Alternatively, you can click on the small <emphasis
733 role="bold">folder button</emphasis> next to the drop-down
734 list to bring up a standard file dialog, which allows you to
735 pick any disk image file on your host disk.</para>
736 </listitem>
737 </itemizedlist>Most probably, if you are using VirtualBox for the
738 first time, you will want to create a new disk image. Hence, press
739 the "New" button.</para>
740
741 <para>This brings up another window, the <emphasis
742 role="bold">"Create New Virtual Disk Wizard",</emphasis> which helps
743 you create a new disk image file in the new virtual machine's
744 folder.</para>
745
746 <para>VirtualBox supports two types of image files:<itemizedlist>
747 <listitem>
748 <para>A <emphasis role="bold">dynamically expanding
749 file</emphasis> will only grow in size when the guest actually
750 stores data on its virtual hard disk. It will therefore
751 initially be small on the host hard drive and only later grow
752 to the size specified as it is filled with data.</para>
753 </listitem>
754
755 <listitem>
756 <para>A <emphasis role="bold">fixed-size file</emphasis> will
757 immediately occupy the file specified, even if only a fraction
758 of the virtual hard disk space is actually in use. While
759 occupying much more space, a fixed-size file incurs less
760 overhead and is therefore slightly faster than a dynamically
761 expanding file.</para>
762 </listitem>
763 </itemizedlist></para>
764
765 <para>For details about the differences, please refer to <xref
766 linkend="vdidetails" />.</para>
767
768 <para>To prevent your physical hard disk from running full,
769 VirtualBox limits the size of the image file. Still, it needs to be
770 large enough to hold the contents of your operating system and the
771 applications you want to install -- for a modern Windows or Linux
772 guest, you will probably need several gigabytes for any serious
773 use:</para>
774
775 <mediaobject>
776 <imageobject>
777 <imagedata align="center" fileref="images/create-vdi-1.png"
778 width="10cm" />
779 </imageobject>
780 </mediaobject>
781
782 <para>After having selected or created your image file, again press
783 <emphasis role="bold">"Next"</emphasis> to go to the next
784 page.</para>
785 </listitem>
786
787 <listitem>
788 <para>After clicking on <emphasis role="bold">"Finish"</emphasis>,
789 your new virtual machine will be created. You will then see it in
790 the list on the left side of the Manager window, with the name you
791 entered initially.</para>
792 </listitem>
793 </orderedlist></para>
794 </sect1>
795
796 <sect1>
797 <title>Running your virtual machine</title>
798
799 <para>To start a virtual machine, you have several options:<itemizedlist>
800 <listitem>
801 <para>Double-click on its entry in the list within the Manager
802 window or</para>
803 </listitem>
804
805 <listitem>
806 <para>select its entry in the list in the Manager window it and
807 press the "Start" button at the top or</para>
808 </listitem>
809
810 <listitem>
811 <para>for virtual machines created with VirtualBox 4.0 or later,
812 navigate to the "VirtualBox VMs" folder in your system user's home
813 directory, find the subdirectory of the machine you want to start
814 and double-click on the machine settings file (with a
815 <computeroutput>.vbox</computeroutput> file extension).</para>
816 </listitem>
817 </itemizedlist></para>
818
819 <para>This opens up a new window, and the virtual machine which you
820 selected will boot up. Everything which would normally be seen on the
821 virtual system's monitor is shown in the window, as can be seen with the
822 image in <xref linkend="virtintro" />.</para>
823
824 <para>In general, you can use the virtual machine much like you would use
825 a real computer. There are couple of points worth mentioning
826 however.</para>
827
828 <sect2>
829 <title>Starting a new VM for the first time</title>
830
831 <para>When a VM gets started for the first time, another wizard -- the
832 <emphasis role="bold">"First Start Wizard"</emphasis> -- will pop up to
833 help you select an <emphasis role="bold">installation medium</emphasis>.
834 Since the VM is created empty, it would otherwise behave just like a
835 real computer with no operating system installed: it will do nothing and
836 display an error message that no bootable operating system was
837 found.</para>
838
839 <para>For this reason, the wizard helps you select a medium to install
840 an operating system from.</para>
841
842 <itemizedlist>
843 <listitem>
844 <para>If you have physical CD or DVD media from which you want to
845 install your guest operating system (e.g. in the case of a Windows
846 installation CD or DVD), put the media into your host's CD or DVD
847 drive.</para>
848
849 <para>Then, in the wizard's drop-down list of installation media,
850 select <emphasis role="bold">"Host drive"</emphasis> with the
851 correct drive letter (or, in the case of a Linux host, device file).
852 This will allow your VM to access the media in your host drive, and
853 you can proceed to install from there.</para>
854 </listitem>
855
856 <listitem>
857 <para>If you have downloaded installation media from the Internet in
858 the form of an ISO image file (most probably in the case of a Linux
859 distribution), you would normally burn this file to an empty CD or
860 DVD and proceed as just described. With VirtualBox however, you can
861 skip this step and mount the ISO file directly. VirtualBox will then
862 present this file as a CD or DVD-ROM drive to the virtual machine,
863 much like it does with virtual hard disk images.</para>
864
865 <para>For this case, the wizard's drop-down list contains a list of
866 installation media that were previously used with VirtualBox.</para>
867
868 <para>If your medium is not in the list (especially if you are using
869 VirtualBox for the first time), select the small folder icon next to
870 the drop-down list to bring up a standard file dialog, with which
871 you can pick the image file on your host disks.</para>
872 </listitem>
873 </itemizedlist>
874
875 <para>In both cases, after making the choices in the wizard, you will be
876 able to install your operating system.</para>
877 </sect2>
878
879 <sect2>
880 <title id="keyb_mouse_normal">Capturing and releasing keyboard and
881 mouse</title>
882
883 <para>As of version 3.2, VirtualBox provides a virtual USB tablet device
884 to new virtual machines through which mouse events are communicated to
885 the guest operating system. As a result, if you are running a modern
886 guest operating system that can handle such devices, mouse support may
887 work out of the box without the mouse being "captured" as described
888 below; see <xref linkend="settings-motherboard" /> for more
889 information.</para>
890
891 <para>Otherwise, if the virtual machine only sees standard PS/2 mouse
892 and keyboard devices, since the operating system in the virtual machine
893 does not "know" that it is not running on a real computer, it expects to
894 have exclusive control over your keyboard and mouse. This is, however,
895 not the case since, unless you are running the VM in full-screen mode,
896 your VM needs to share keyboard and mouse with other applications and
897 possibly other VMs on your host.</para>
898
899 <para>As a result, initially after installing a guest operating system
900 and before you install the Guest Additions (we will explain this in a
901 minute), only one of the two -- your VM or the rest of your computer --
902 can "own" the keyboard and the mouse. You will see a
903 <emphasis>second</emphasis> mouse pointer which will always be confined
904 to the limits of the VM window. Basically, you activate the VM by
905 clicking inside it.</para>
906
907 <para>To return ownership of keyboard and mouse to your host operating
908 system, VirtualBox reserves a special key on your keyboard for itself:
909 the <emphasis role="bold">"host key".</emphasis> By default, this is the
910 <emphasis>right Control key</emphasis> on your keyboard; on a Mac host,
911 the default host key is the left Command key. You can change this
912 default in the VirtualBox Global Settings. In any case, the current
913 setting for the host key is always displayed <emphasis>at the bottom
914 right of your VM window,</emphasis> should you have forgotten about
915 it:</para>
916
917 <para><mediaobject>
918 <imageobject>
919 <imagedata align="center" fileref="images/vm-hostkey.png"
920 width="7cm" />
921 </imageobject>
922 </mediaobject>In detail, all this translates into the
923 following:</para>
924
925 <para><itemizedlist>
926 <listitem>
927 <para>Your <emphasis role="bold">keyboard</emphasis> is owned by
928 the VM if the VM window on your host desktop has the keyboard
929 focus (and then, if you have many windows open in your guest
930 operating system as well, the window that has the focus in your
931 VM). This means that if you want to type within your VM, click on
932 the title bar of your VM window first.</para>
933
934 <para>To release keyboard ownership, press the Host key (as
935 explained above, typically the right Control key).</para>
936
937 <para>Note that while the VM owns the keyboard, some key sequences
938 (like Alt-Tab for example) will no longer be seen by the host, but
939 will go to the guest instead. After you press the host key to
940 re-enable the host keyboard, all key presses will go through the
941 host again, so that sequences like Alt-Tab will no longer reach
942 the guest.</para>
943 </listitem>
944
945 <listitem>
946 <para>Your <emphasis role="bold">mouse</emphasis> is owned by the
947 VM only after you have clicked in the VM window. The host mouse
948 pointer will disappear, and your mouse will drive the guest's
949 pointer instead of your normal mouse pointer.</para>
950
951 <para>Note that mouse ownership is independent of that of the
952 keyboard: even after you have clicked on a titlebar to be able to
953 type into the VM window, your mouse is not necessarily owned by
954 the VM yet.</para>
955
956 <para>To release ownership of your mouse by the VM, also press the
957 Host key.</para>
958 </listitem>
959 </itemizedlist></para>
960
961 <para>As this behavior can be inconvenient, VirtualBox provides a set of
962 tools and device drivers for guest systems called the "VirtualBox Guest
963 Additions" which make VM keyboard and mouse operation a lot more
964 seamless. Most importantly, the Additions will get rid of the second
965 "guest" mouse pointer and make your host mouse pointer work directly in
966 the guest.</para>
967
968 <para>This will be described later in <xref
969 linkend="guestadditions" />.</para>
970 </sect2>
971
972 <sect2>
973 <title>Typing special characters</title>
974
975 <para>Operating systems expect certain key combinations to initiate
976 certain procedures. Some of these key combinations may be difficult to
977 enter into a virtual machine, as there are three candidates as to who
978 receives keyboard input: the host operating system, VirtualBox, or the
979 guest operating system. Who of these three receives keypresses depends
980 on a number of factors, including the key itself.</para>
981
982 <itemizedlist>
983 <listitem>
984 <para>Host operating systems reserve certain key combinations for
985 themselves. For example, it is impossible to enter the <emphasis
986 role="bold">Ctrl+Alt+Delete</emphasis> combination if you want to
987 reboot the guest operating system in your virtual machine, because
988 this key combination is usually hard-wired into the host OS (both
989 Windows and Linux intercept this), and pressing this key combination
990 will therefore reboot your <emphasis>host</emphasis>.</para>
991
992 <para>Also, on Linux and Solaris hosts, which use the X Window
993 System, the key combination <emphasis
994 role="bold">Ctrl+Alt+Backspace</emphasis> normally resets the X
995 server (to restart the entire graphical user interface in case it
996 got stuck). As the X server intercepts this combination, pressing it
997 will usually restart your <emphasis>host</emphasis> graphical user
998 interface (and kill all running programs, including VirtualBox, in
999 the process).</para>
1000
1001 <para>Third, on Linux hosts supporting virtual terminals, the key
1002 combination <emphasis role="bold">Ctrl+Alt+Fx</emphasis> (where Fx
1003 is one of the function keys from F1 to F12) normally allows to
1004 switch between virtual terminals. As with Ctrl+Alt+Delete, these
1005 combinations are intercepted by the host operating system and
1006 therefore always switch terminals on the
1007 <emphasis>host</emphasis>.</para>
1008
1009 <para>If, instead, you want to send these key combinations to the
1010 <emphasis>guest</emphasis> operating system in the virtual machine,
1011 you will need to use one of the following methods:</para>
1012
1013 <itemizedlist>
1014 <listitem>
1015 <para>Use the items in the "Machine" menu of the virtual machine
1016 window. There you will find "Insert Ctrl+Alt+Delete" and
1017 "Ctrl+Alt+Backspace"; the latter will only have an effect with
1018 Linux or Solaris guests, however.</para>
1019 </listitem>
1020
1021 <listitem>
1022 <para>Press special key combinations with the Host key (normally
1023 the right Control key), which VirtualBox will then translate for
1024 the virtual machine:<itemizedlist>
1025 <listitem>
1026 <para><emphasis role="bold">Host key + Del</emphasis> to
1027 send Ctrl+Alt+Del (to reboot the guest);</para>
1028 </listitem>
1029
1030 <listitem>
1031 <para><emphasis role="bold">Host key +
1032 Backspace</emphasis> to send Ctrl+Alt+Backspace (to
1033 restart the graphical user interface of a Linux or Solaris
1034 guest);</para>
1035 </listitem>
1036
1037 <listitem>
1038 <para><emphasis role="bold">Host key + F1</emphasis> (or
1039 other function keys) to simulate Ctrl+Alt+F1 (or other
1040 function keys, i.e. to switch between virtual terminals in
1041 a Linux guest).</para>
1042 </listitem>
1043 </itemizedlist></para>
1044 </listitem>
1045 </itemizedlist>
1046 </listitem>
1047
1048 <listitem>
1049 <para>For some other keyboard combinations such as <emphasis
1050 role="bold">Alt-Tab</emphasis> (to switch between open windows),
1051 VirtualBox allows you to configure whether these combinations will
1052 affect the host or the guest, if a virtual machine currently has the
1053 focus. This is a global setting for all virtual machines and can be
1054 found under "File" -&gt; "Preferences" -&gt; "Input" -&gt;
1055 "Auto-capture keyboard".</para>
1056 </listitem>
1057 </itemizedlist>
1058 </sect2>
1059
1060 <sect2>
1061 <title>Changing removable media</title>
1062
1063 <para>While a virtual machine is running, you can change removable media
1064 in the "Devices" menu of the VM's window. Here you can select in detail
1065 what VirtualBox presents to your VM as a CD, DVD, or floppy.</para>
1066
1067 <para>The settings are the same as would be available for the VM in the
1068 "Settings" dialog of the VirtualBox main window, but since that dialog
1069 is disabled while the VM is in the "running" or "saved" state, this
1070 extra menu saves you from having to shut down and restart the VM every
1071 time you want to change media.</para>
1072
1073 <para>Hence, in the "Devices" menu, VirtualBox allows you to attach the
1074 host drive to the guest or select a floppy or DVD image using the Disk
1075 Image Manager, all as described in <xref
1076 linkend="configbasics" />.</para>
1077 </sect2>
1078
1079 <sect2 id="intro-resize-window">
1080 <title>Resizing the machine's window</title>
1081
1082 <para>You can resize the virtual machine's window when it is running. In
1083 that case, one of three things will happen:<orderedlist>
1084 <listitem>
1085 <para>If you have <emphasis role="bold">"scale mode"</emphasis>
1086 enabled, then the virtual machine's screen will be scaled to the
1087 size of the window. This can be useful if you have many machines
1088 running and want to have a look at one of them while it is running
1089 in the background. Alternatively, it might be useful to enlarge a
1090 window if the VM's output screen is very small, for example
1091 because you are running an old operating system in it.</para>
1092
1093 <para>To enable scale mode, press the <emphasis role="bold">host
1094 key + C</emphasis>, or select "Scale mode" from the "Machine" menu
1095 in the VM window. To leave scale mode, press the host key + C
1096 again.</para>
1097
1098 <para>Please see <xref linkend="KnownIssues" /> for additional
1099 remarks.</para>
1100 </listitem>
1101
1102 <listitem>
1103 <para>If you have the Guest Additions installed and they support
1104 automatic <emphasis role="bold">resizing</emphasis>, the Guest
1105 Additions will automatically adjust the screen resolution of the
1106 guest operating system. For example, if you are running a Windows
1107 guest with a resolution of 1024x768 pixels and you then resize the
1108 VM window to make it 100 pixels wider, the Guest Additions will
1109 change the Windows display resolution to 1124x768.</para>
1110
1111 <para>Please see <xref linkend="guestadditions" /> for more
1112 information about the Guest Additions.</para>
1113 </listitem>
1114
1115 <listitem>
1116 <para>Otherwise, if the window is bigger than the VM's screen, the
1117 screen will be centered. If it is smaller, then scroll bars will
1118 be added to the machine window.</para>
1119 </listitem>
1120 </orderedlist></para>
1121 </sect2>
1122
1123 <sect2>
1124 <title>Saving the state of the machine</title>
1125
1126 <para>When you click on the "Close" button of your virtual machine
1127 window (at the top right of the window, just like you would close any
1128 other window on your system), VirtualBox asks you whether you want to
1129 "save" or "power off" the VM. (As a shortcut, you can also press the
1130 Host key together with "Q".)</para>
1131
1132 <para><mediaobject>
1133 <imageobject>
1134 <imagedata align="center" fileref="images/vm-close.png"
1135 width="11cm" />
1136 </imageobject>
1137 </mediaobject>The difference between these three options is crucial.
1138 They mean:</para>
1139
1140 <itemizedlist>
1141 <listitem>
1142 <para><emphasis role="bold">Save the machine state:</emphasis> With
1143 this option, VirtualBox "freezes" the virtual machine by completely
1144 saving its state to your local disk.</para>
1145
1146 <para>When you start the VM again later, you will find that the VM
1147 continues exactly where it was left off. All your programs will
1148 still be open, and your computer resumes operation. Saving the state
1149 of a virtual machine is thus in some ways similar to suspending a
1150 laptop computer (e.g. by closing its lid).</para>
1151 </listitem>
1152
1153 <listitem>
1154 <para><emphasis role="bold">Send the shutdown signal.</emphasis>
1155 This will send an ACPI shutdown signal to the virtual machine, which
1156 has the same effect as if you had pressed the power button on a real
1157 computer. So long as the VM is running a fairly modern operating
1158 system, this should trigger a proper shutdown mechanism from within
1159 the VM.</para>
1160 </listitem>
1161
1162 <listitem>
1163 <para><emphasis role="bold">Power off the machine:</emphasis> With
1164 this option, VirtualBox also stops running the virtual machine, but
1165 <emphasis>without</emphasis> saving its state.<warning>
1166 <para>This is equivalent to pulling the power plug on a real
1167 computer without shutting it down properly. If you start the
1168 machine again after powering it off, your operating system will
1169 have to reboot completely and may begin a lengthy check of its
1170 (virtual) system disks. As a result, this should not normally be
1171 done, since it can potentially cause data loss or an
1172 inconsistent state of the guest system on disk.</para>
1173 </warning></para>
1174
1175 <para>As an exception, if your virtual machine has any snapshots
1176 (see the next chapter), you can use this option to quickly <emphasis
1177 role="bold">restore the current snapshot</emphasis> of the virtual
1178 machine. In that case, powering off the machine will not disrupt its
1179 state, but any changes made since that snapshot was taken will be
1180 lost.</para>
1181 </listitem>
1182 </itemizedlist>
1183
1184 <para>The <emphasis role="bold">"Discard"</emphasis> button in the
1185 VirtualBox Manager window discards a virtual machine's saved state. This
1186 has the same effect as powering it off, and the same warnings
1187 apply.</para>
1188 </sect2>
1189 </sect1>
1190
1191 <sect1 id="snapshots">
1192 <title>Snapshots</title>
1193
1194 <para>With snapshots, you can save a particular state of a virtual machine
1195 for later use. At any later time, you can revert to that state, even
1196 though you may have changed the VM considerably since then. A snapshot of
1197 a virtual machine is thus similar to a machine in "saved" state, as
1198 described above, but there can be many of them, and these saved states are
1199 preserved.</para>
1200
1201 <para>You can see the snapshots of a virtual machine by first selecting a
1202 machine in the VirtualBox Manager and then clicking on the "Snapshots"
1203 button at the top right. Until you take a snapshot of the machine, the
1204 list of snapshots will be empty except for the "Current state" item, which
1205 represents the "Now" point in the lifetime of the virtual machine.</para>
1206
1207 <sect2>
1208 <title>Taking, restoring and deleting snapshots</title>
1209
1210 <para>There are three operations related to snapshots:<orderedlist>
1211 <listitem>
1212 <para>You can <emphasis role="bold">take a snapshot</emphasis>.
1213 This makes a copy of the machine's current state, to which you can
1214 go back at any given time later.<itemizedlist>
1215 <listitem>
1216 <para>If your VM is currently running, select "Take
1217 snapshot" from the "Machine" pull-down menu of the VM
1218 window.</para>
1219 </listitem>
1220
1221 <listitem>
1222 <para>If your VM is currently in either the "saved" or the
1223 "powered off" state (as displayed next to the VM in the
1224 VirtualBox main window), click on the "Snapshots" tab on the
1225 top right of the main window, and then<itemizedlist>
1226 <listitem>
1227 <para>either on the small camera icon (for "Take
1228 snapshot") or</para>
1229 </listitem>
1230
1231 <listitem>
1232 <para>right-click on the "Current State" item in the
1233 list and select "Take snapshot" from the menu.</para>
1234 </listitem>
1235 </itemizedlist></para>
1236 </listitem>
1237 </itemizedlist></para>
1238
1239 <para>In any case, a window will pop up and ask you for a snapshot
1240 name. This name is purely for reference purposes to help you
1241 remember the state of the snapshot. For example, a useful name
1242 would be "Fresh installation from scratch, no Guest Additions", or
1243 "Service Pack 3 just installed". You can also add a longer text in
1244 the "Description" field if you want.</para>
1245
1246 <para>Your new snapshot will then appear in the snapshots list.
1247 Underneath your new snapshot, you will see an item called "Current
1248 state", signifying that the current state of your VM is a
1249 variation based on the snapshot you took earlier. If you later
1250 take another snapshot, you will see that they will be displayed in
1251 sequence, and each subsequent snapshot is derived from an earlier
1252 one:<mediaobject>
1253 <imageobject>
1254 <imagedata align="center" fileref="images/snapshots-1.png"
1255 width="12cm" />
1256 </imageobject>
1257 </mediaobject></para>
1258
1259 <para>VirtualBox imposes no limits on the number of snapshots you
1260 can take. The only practical limitation is disk space on your
1261 host: each snapshot stores the state of the virtual machine and
1262 thus occupies some disk space. (See the next section for details
1263 on what exactly is stored in a snapshot.)</para>
1264 </listitem>
1265
1266 <listitem>
1267 <para>You can <emphasis role="bold">restore a snapshot</emphasis>
1268 by right-clicking on any snapshot you have taken in the list of
1269 snapshots. By restoring a snapshot, you go back (or forward) in
1270 time: the current state of the machine is lost, and the machine is
1271 restored to the exact state it was in when the snapshot was
1272 taken.<footnote>
1273 <para>Both the terminology and the functionality of restoring
1274 snapshots has changed with VirtualBox 3.1. Before that
1275 version, it was only possible to go back to the very last
1276 snapshot taken -- not earlier ones, and the operation was
1277 called "Discard current state" instead of "Restore last
1278 snapshot". The limitation has been lifted with version 3.1. It
1279 is now possible to restore <emphasis>any</emphasis> snapshot,
1280 going backward and forward in time.</para>
1281 </footnote></para>
1282
1283 <note>
1284 <para>Restoring a snapshot will affect the virtual hard drives
1285 that are connected to your VM, as the entire state of the
1286 virtual hard drive will be reverted as well. This means also
1287 that all files that have been created since the snapshot and all
1288 other file changes <emphasis>will be lost. </emphasis>In order
1289 to prevent such data loss while still making use of the snapshot
1290 feature, it is possible to add a second hard drive in
1291 "write-through" mode using the
1292 <computeroutput>VBoxManage</computeroutput> interface and use it
1293 to store your data. As write-through hard drives are
1294 <emphasis>not</emphasis> included in snapshots, they remain
1295 unaltered when a machine is reverted. See <xref
1296 linkend="hdimagewrites" os="" /> for details.</para>
1297 </note>
1298
1299 <para>To avoid losing the current state when restoring a snapshot,
1300 you can create a new snapshot before the restore.</para>
1301
1302 <para>By restoring an earlier snapshot and taking more snapshots
1303 from there, it is even possible to create a kind of alternate
1304 reality and to switch between these different histories of the
1305 virtual machine. This can result in a whole tree of virtual
1306 machine snapshots, as shown in the screenshot above.</para>
1307 </listitem>
1308
1309 <listitem>
1310 <para>You can also <emphasis role="bold">delete a
1311 snapshot</emphasis>, which will not affect the state of the
1312 virtual machine, but only release the files on disk that
1313 VirtualBox used to store the snapshot data, thus freeing disk
1314 space. To delete a snapshot, right-click on it in the snapshots
1315 tree and select "Delete". As of VirtualBox 3.2, snapshots can be
1316 deleted even while a machine is running.<note>
1317 <para>Whereas taking and restoring snapshots are fairly quick
1318 operations, deleting a snapshot can take a considerable amount
1319 of time since large amounts of data may need to be copied
1320 between several disk image files. Temporary disk files may
1321 also need large amounts of disk space while the operation is
1322 in progress.</para>
1323 </note></para>
1324
1325 <para>There are some situations which cannot be handled while a VM
1326 is running, and you will get an appropriate message that you need
1327 to perform this snapshot deletion when the VM is shut down.</para>
1328 </listitem>
1329 </orderedlist></para>
1330 </sect2>
1331
1332 <sect2>
1333 <title>Snapshot contents</title>
1334
1335 <para>Think of a snapshot as a point in time that you have preserved.
1336 More formally, a snapshot consists of three things:<itemizedlist>
1337 <listitem>
1338 <para>It contains a complete copy of the VM settings, including
1339 the hardware configuration, so that when you restore a snapshot,
1340 the VM settings are restored as well. (For example, if you changed
1341 the hard disk configuration or the VM's system settings, that
1342 change is undone when you restore the snapshot.)</para>
1343
1344 <para>The copy of the settings is stored in the machine
1345 configuration, an XML text file, and thus occupies very little
1346 space.</para>
1347 </listitem>
1348
1349 <listitem>
1350 <para>The complete state of all the virtual disks attached to the
1351 machine is preserved. Going back to a snapshot means that all
1352 changes that had been made to the machine's disks -- file by file,
1353 bit by bit -- will be undone as well. Files that were since
1354 created will disappear, files that were deleted will be restored,
1355 changes to files will be reverted.</para>
1356
1357 <para>(Strictly speaking, this is only true for virtual hard disks
1358 in "normal" mode. As mentioned above, you can configure disks to
1359 behave differently with snapshots; see <xref
1360 linkend="hdimagewrites" />. Even more formally and technically
1361 correct, it is not the virtual disk itself that is restored when a
1362 snapshot is restored. Instead, when a snapshot is taken,
1363 VirtualBox creates differencing images which contain only the
1364 changes since the snapshot were taken, and when the snapshot is
1365 restored, VirtualBox throws away that differencing image, thus
1366 going back to the previous state. This is both faster and uses
1367 less disk space. For the details, which can be complex, please see
1368 <xref linkend="diffimages" />.)</para>
1369
1370 <para>Creating the differencing image as such does not occupy much
1371 space on the host disk initially, since the differencing image
1372 will initially be empty (and grow dynamically later with each
1373 write operation to the disk). The longer you use the machine after
1374 having created the snapshot, however, the more the differencing
1375 image will grow in size.</para>
1376 </listitem>
1377
1378 <listitem>
1379 <para>Finally, if you took a snapshot while the machine was
1380 running, the memory state of the machine is also saved in the
1381 snapshot (the same way the memory can be saved when you close the
1382 VM window). When you restore such a snapshot, execution resumes at
1383 exactly the point when the snapshot was taken.</para>
1384
1385 <para>The memory state file can be as large as the memory size of
1386 the virtual machine and will therefore occupy quite some disk
1387 space as well.</para>
1388 </listitem>
1389 </itemizedlist></para>
1390 </sect2>
1391 </sect1>
1392
1393 <sect1>
1394 <title id="configbasics">Virtual machine configuration</title>
1395
1396 <para>When you select a virtual machine from the list in the Manager
1397 window, you will see a summary of that machine's settings on the
1398 right.</para>
1399
1400 <para>Clicking on the "Settings" button in the toolbar at the top brings
1401 up a detailed window where you can configure many of the properties of the
1402 selected VM. But be careful: even though it is possible to change all VM
1403 settings after installing a guest operating system, certain changes might
1404 prevent a guest operating system from functioning correctly if done after
1405 installation.</para>
1406
1407 <note>
1408 <para>The "Settings" button is disabled while a VM is either in the
1409 "running" or "saved" state. This is simply because the settings dialog
1410 allows you to change fundamental characteristics of the virtual computer
1411 that is created for your guest operating system, and this operating
1412 system may not take it well when, for example, half of its memory is
1413 taken away from under its feet. As a result, if the "Settings" button is
1414 disabled, shut down the current VM first.</para>
1415 </note>
1416
1417 <para>VirtualBox provides a plethora of parameters that can be changed for
1418 a virtual machine. The various settings that can be changed in the
1419 "Settings" window are described in detail in <xref
1420 linkend="BasicConcepts" />. Even more parameters are available with the
1421 VirtualBox command line interface; see <xref
1422 linkend="vboxmanage" />.</para>
1423 </sect1>
1424
1425 <sect1>
1426 <title>Removing virtual machines</title>
1427
1428 <para>To remove a virtual machine which you no longer need, right-click on
1429 it in the Manager's VM list select "Remove" from the context menu that
1430 comes up.</para>
1431
1432 <para>A confirmation window will come up that allows you to select whether
1433 the machine should only be removed from the list of machines or whether
1434 the files associated with it should also be deleted.</para>
1435
1436 <para>The "Remove" menu item is disabled while a machine is
1437 running.</para>
1438 </sect1>
1439
1440 <sect1 id="ovf">
1441 <title>Importing and exporting virtual machines</title>
1442
1443 <para>VirtualBox can import and export virtual machines in the
1444 industry-standard Open Virtualization Format (OVF).<footnote>
1445 <para>OVF support was originally introduced with VirtualBox 2.2 and
1446 has seen major improvements with every version since.</para>
1447 </footnote></para>
1448
1449 <para>OVF is a cross-platform standard supported by many virtualization
1450 products which allows for creating ready-made virtual machines that can
1451 then be imported into a virtualizer such as VirtualBox. VirtualBox makes
1452 OVF import and export easy to access and supports it from the Manager
1453 window as well as its command-line interface. This allows for packaging
1454 so-called <emphasis role="bold">virtual appliances</emphasis>: disk images
1455 together with configuration settings that can be distributed easily. This
1456 way one can offer complete ready-to-use software packages (operating
1457 systems with applications) that need no configuration or installation
1458 except for importing into VirtualBox.<note>
1459 <para>The OVF standard is complex, and support in VirtualBox is an
1460 ongoing process. In particular, no guarantee is made that VirtualBox
1461 supports all appliances created by other virtualization software. For
1462 a list of known limitations, please see <xref
1463 linkend="KnownIssues" />.</para>
1464 </note></para>
1465
1466 <para>Appliances in OVF format can appear in two variants:<orderedlist>
1467 <listitem>
1468 <para>They can come in several files, as one or several disk images,
1469 typically in the widely-used VMDK format (see <xref
1470 linkend="vdidetails" />) and a textual description file in an XML
1471 dialect with an <computeroutput>.ovf</computeroutput> extension.
1472 These files must then reside in the same directory for VirtualBox to
1473 be able to import them.</para>
1474 </listitem>
1475
1476 <listitem>
1477 <para>Alternatively, the above files can be packed together into a
1478 single archive file, typically with an
1479 <computeroutput>.ova</computeroutput> extension. (Such archive files
1480 use a variant of the TAR archive format and can therefore be
1481 unpacked outside of VirtualBox with any utility that can unpack
1482 standard TAR files.)</para>
1483 </listitem>
1484 </orderedlist></para>
1485
1486 <para>To <emphasis role="bold">import</emphasis> an appliance in one of
1487 the above formats, simply double-click on the OVF/OVA file.<footnote>
1488 <para>Starting with version 4.0, VirtualBox creates file type
1489 associations for OVF and OVA files on your host operating
1490 system.</para>
1491 </footnote> Alternatively, select "File" -&gt; "Import appliance" from
1492 the Manager window. In the file dialog that comes up, navigate to the file
1493 with either the <computeroutput>.ovf</computeroutput> or the
1494 <computeroutput>.ova</computeroutput> file extension.</para>
1495
1496 <para>If VirtualBox can handle the file, a dialog similar to the following
1497 will appear:</para>
1498
1499 <para><mediaobject>
1500 <imageobject>
1501 <imagedata align="center" fileref="images/ovf-import.png"
1502 width="12cm" />
1503 </imageobject>
1504 </mediaobject>This presents the virtual machines described in the OVF
1505 file and allows you to change the virtual machine settings by
1506 double-clicking on the description items. Once you click on <emphasis
1507 role="bold">"Import"</emphasis>, VirtualBox will copy the disk images and
1508 create local virtual machines with the settings described in the dialog.
1509 These will then show up in the Manager's list of virtual machines.</para>
1510
1511 <para>Note that since disk images tend to be big, and VMDK images that
1512 come with virtual appliances are typically shipped in a special compressed
1513 format that is unsuitable for being used by virtual machines directly, the
1514 images will need to be unpacked and copied first, which can take a few
1515 minutes.</para>
1516
1517 <para>For how to import an image at the command line, please see <xref
1518 linkend="vboxmanage-import" />.</para>
1519
1520 <para>Conversely, to <emphasis role="bold">export</emphasis> virtual
1521 machines that you already have in VirtualBox, select "File" -&gt; "Export
1522 appliance". A different dialog window shows up that allows you to combine
1523 several virtual machines into an OVF appliance. Then, select the target
1524 location where the target files should be stored, and the conversion
1525 process begins. This can again take a while.</para>
1526
1527 <para>For how to export an image at the command line, please see <xref
1528 linkend="vboxmanage-export" />.<note>
1529 <para>OVF cannot describe snapshots that were taken for a virtual
1530 machine. As a result, when you export a virtual machine that has
1531 snapshots, only the current state of the machine will be exported, and
1532 the disk images in the export will have a "flattened" state identical
1533 to the current state of the virtual machine.</para>
1534 </note></para>
1535 </sect1>
1536
1537 <sect1 id="frontends">
1538 <title>Alternative front-ends</title>
1539
1540 <para>As briefly mentioned in <xref linkend="features-overview" />,
1541 VirtualBox has a very flexible internal design that allows for using
1542 multiple interfaces to control the same virtual machines. To illustrate,
1543 you can, for example, start a virtual machine with the VirtualBox Manager
1544 window and then stop it from the command line. With VirtualBox's support
1545 for the Remote Desktop Protocol (RDP), you can even run virtual machines
1546 remotely on a headless server and have all the graphical output redirected
1547 over the network.</para>
1548
1549 <para>In detail, the following front-ends are shipped in the standard
1550 VirtualBox package:</para>
1551
1552 <para><orderedlist>
1553 <listitem>
1554 <para><computeroutput>VirtualBox</computeroutput> is the VirtualBox
1555 Manager. This graphical user interface uses the Qt toolkit; most of
1556 this User Manual is dedicated to describing it. While this is the
1557 easiest to use, some of the more advanced VirtualBox features are
1558 kept away from it to keep it simple.</para>
1559 </listitem>
1560
1561 <listitem>
1562 <para><computeroutput>VBoxManage</computeroutput> is our
1563 command-line interface for automated and very detailed control of
1564 every aspect of VirtualBox. It is described in <xref
1565 linkend="vboxmanage" />.</para>
1566 </listitem>
1567
1568 <listitem>
1569 <para><computeroutput>VBoxSDL</computeroutput> is an alternative,
1570 simple graphical front-end with an intentionally limited feature
1571 set, designed to only display virtual machines that are controlled
1572 in detail with <computeroutput>VBoxManage</computeroutput>. This is
1573 interesting for business environments where displaying all the bells
1574 and whistles of the full GUI is not feasible.
1575 <computeroutput>VBoxSDL</computeroutput> is described in <xref
1576 linkend="vboxsdl" />.</para>
1577 </listitem>
1578
1579 <listitem>
1580 <para>Finally, <computeroutput>VBoxHeadless</computeroutput> is yet
1581 another front-end that produces no visible output on the host at
1582 all, but merely acts as a RDP server if the VirtualBox Remote
1583 Desktop Extension (VRDE) is installed. As opposed to the other
1584 graphical interfaces, the headless front-end requires no graphics
1585 support. This is useful, for example, if you want to host your
1586 virtual machines on a headless Linux server that has no X Window
1587 system installed. For details, see <xref
1588 linkend="vboxheadless" />.</para>
1589 </listitem>
1590 </orderedlist>If the above front-ends still do not satisfy your
1591 particular needs, it is possible to create yet another front-end to the
1592 complex virtualization engine that is the core of VirtualBox, as the
1593 VirtualBox core neatly exposes all of its features in a clean API; please
1594 refer to <xref linkend="VirtualBoxAPI" />.</para>
1595 </sect1>
1596</chapter>
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