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 full screen 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
430 <listitem>
431 <para>10.7 (Lion, 32-bit and 64-bit)</para>
432 </listitem>
433 </itemizedlist>
434
435 <para>Intel hardware is required; please see <xref
436 linkend="KnownIssues" /> also.</para>
437 </listitem>
438
439 <listitem>
440 <para><emphasis role="bold">Linux</emphasis> hosts (32-bit and
441 64-bit<footnote>
442 <para>Support for 64-bit Linux was added with VirtualBox
443 1.4.</para>
444 </footnote>). Among others, this includes:<itemizedlist>
445 <listitem>
446 <para>Ubuntu 6.06 ("Dapper Drake"), 6.10 ("Edgy Eft"), 7.04
447 ("Feisty Fawn"), 7.10 ("Gutsy Gibbon"), 8.04 ("Hardy Heron"),
448 8.10 ("Intrepid Ibex"), 9.04 ("Jaunty Jackalope"), 9.10 ("Karmic
449 Koala"), 10.04 ("Lucid Lynx"), 10.10 ("Maverick Meerkat),
450 11.04 ("Natty Narwhal").</para>
451 </listitem>
452
453 <listitem>
454 <para>Debian GNU/Linux 3.1 ("sarge"), 4.0 ("etch"), 5.0
455 ("lenny") and 6.0 ("squeeze")</para>
456 </listitem>
457
458 <listitem>
459 <para>Oracle Enterprise Linux 4 and 5, Oracle Linux 6</para>
460 </listitem>
461
462 <listitem>
463 <para>Redhat Enterprise Linux 4, 5 and 6</para>
464 </listitem>
465
466 <listitem>
467 <para>Fedora Core 4 to 15</para>
468 </listitem>
469
470 <listitem>
471 <para>Gentoo Linux</para>
472 </listitem>
473
474 <listitem>
475 <para>SUSE Linux 9, 10 and 11, openSUSE 10.3, 11.0, 11.1, 11.2,
476 11.3, 11.4</para>
477 </listitem>
478
479 <listitem>
480 <para>Mandriva 2007.1, 2008.0, 2009.1, 2010.0 and 2010.1</para>
481 </listitem>
482 </itemizedlist></para>
483
484 <para>It should be possible to use VirtualBox on most systems based on
485 Linux kernel 2.6 using either the VirtualBox installer or by doing a
486 manual installation; see <xref linkend="install-linux-host" />. However,
487 the formally tested and supported Linux distributions are those for
488 which we offer a dedicated package.</para>
489
490 <para>Note that starting with VirtualBox 2.1, Linux 2.4-based host
491 operating systems are no longer supported.</para>
492 </listitem>
493
494 <listitem>
495 <para><emphasis role="bold">Solaris</emphasis> hosts (32-bit and
496 64-bit) are supported with the restrictions listed in <xref
497 linkend="KnownIssues" />:<itemizedlist>
498 <listitem>
499 <para>Solaris 11 including Solaris 11 Express</para>
500 </listitem>
501
502 <listitem>
503 <para>Solaris 10 (u8 and higher)</para>
504 </listitem>
505 </itemizedlist></para>
506 </listitem>
507 </itemizedlist>
508 <para>Note that the above list is informal. Oracle support for customers
509 who have a support contract is limited to a subset of the listed host
510 operating systems. Also, any feature which is marked as <emphasis
511 role="bold">experimental</emphasis> is not supported. Feedback and
512 suggestions about such features are welcome.</para>
513 </sect1>
514
515 <sect1 id="intro-installing">
516 <title>Installing VirtualBox and extension packs</title>
517
518 <para>VirtualBox comes in many different packages, and installation
519 depends on your host operating system. If you have installed software
520 before, installation should be straightforward: on each host platform,
521 VirtualBox uses the installation method that is most common and easy to
522 use. If you run into trouble or have special requirements, please refer to
523 <xref linkend="installation" /> for details about the various installation
524 methods.</para>
525
526 <para>Starting with version 4.0, VirtualBox is split into several
527 components.<orderedlist>
528 <listitem>
529 <para>The base package consists of all open-source components and is
530 licensed under the GNU General Public License V2.</para>
531 </listitem>
532
533 <listitem>
534 <para>Additional extension packs can be downloaded which extend the
535 functionality of the VirtualBox base package. Currently, Oracle
536 provides the one extension pack, which can be found at <ulink
537 url="http://www.virtualbox.org">http://www.virtualbox.org</ulink>
538 and provides the following added functionality:<orderedlist>
539 <listitem>
540 <para>The virtual USB 2.0 (EHCI) device; see <xref
541 linkend="settings-usb" />.</para>
542 </listitem>
543
544 <listitem>
545 <para>VirtualBox Remote Desktop Protocol (VRDP) support; see
546 <xref linkend="vrde" />.</para>
547 </listitem>
548
549 <listitem>
550 <para>Intel PXE boot ROM with support for the E1000 network
551 card.</para>
552 </listitem>
553
554 <listitem>
555 <para>Experimental support for PCI passthrough on Linux hosts;
556 see <xref linkend="pcipassthrough" />.</para>
557 </listitem>
558 </orderedlist></para>
559
560 <para>VirtualBox extension packages have a
561 <computeroutput>.vbox-extpack</computeroutput> file name extension.
562 To install an extension, simply double-click on the package file,
563 and the VirtualBox Manager will guide you through the required
564 steps.</para>
565
566 <para>To view the extension packs that are currently installed,
567 please start the VirtualBox Manager (see the next section). From the
568 "File" menu, please select "Preferences". In the window that shows
569 up, go to the "Extensions" category which shows you the extensions
570 which are currently installed and allows you to remove a package or
571 add a new one.</para>
572
573 <para>Alternatively you can use VBoxManage on the command line: see
574 <xref linkend="vboxmanage-extpack" /> for details.</para>
575 </listitem>
576 </orderedlist></para>
577 </sect1>
578
579 <sect1>
580 <title>Starting VirtualBox</title>
581
582 <para>After installation, you can start VirtualBox as
583 follows:<itemizedlist>
584 <listitem>
585 <para>On a Windows host, in the standard "Programs" menu, click on
586 the item in the "VirtualBox" group. On Vista or Windows 7, you can
587 also type "VirtualBox" in the search box of the "Start" menu.</para>
588 </listitem>
589
590 <listitem>
591 <para>On a Mac OS X host, in the Finder, double-click on the
592 "VirtualBox" item in the "Applications" folder. (You may want to
593 drag this item onto your Dock.)</para>
594 </listitem>
595
596 <listitem>
597 <para>On a Linux or Solaris host, depending on your desktop
598 environment, a "VirtualBox" item may have been placed in either the
599 "System" or "System Tools" group of your "Applications" menu.
600 Alternatively, you can type
601 <computeroutput>VirtualBox</computeroutput> in a terminal.</para>
602 </listitem>
603 </itemizedlist></para>
604
605 <para>When you start VirtualBox for the first time, a window like the
606 following should come up:</para>
607
608 <para><mediaobject>
609 <imageobject>
610 <imagedata align="center" fileref="images/virtualbox-main-empty.png"
611 width="10cm" />
612 </imageobject>
613 </mediaobject>This window is called the <emphasis
614 role="bold">"VirtualBox Manager".</emphasis> On the left, you can see a
615 pane that will later list all your virtual machines. Since you have not
616 created any, the list is empty. A row of buttons above it allows you to
617 create new VMs and work on existing VMs, once you have some. The pane on
618 the right displays the properties of the virtual machine currently
619 selected, if any. Again, since you don't have any machines yet, the pane
620 displays a welcome message.</para>
621
622 <para>To give you an idea what VirtualBox might look like later, after you
623 have created many machines, here's another example:</para>
624
625 <para><mediaobject>
626 <imageobject>
627 <imagedata align="center" fileref="images/virtualbox-main.png"
628 width="10cm" />
629 </imageobject>
630 </mediaobject></para>
631 </sect1>
632
633 <sect1 id="gui-createvm">
634 <title>Creating your first virtual machine</title>
635
636 <para>Click on the "New" button at the top of the VirtualBox Manager
637 window. A wizard will pop up to guide you through setting up a new virtual
638 machine (VM):</para>
639
640 <para><mediaobject>
641 <imageobject>
642 <imagedata align="center" fileref="images/create-vm-1.png"
643 width="10cm" />
644 </imageobject>
645 </mediaobject>On the following pages, the wizard will ask you for the
646 bare minimum of information that is needed to create a VM, in
647 particular:<orderedlist>
648 <listitem>
649 <para>The <emphasis role="bold">VM name</emphasis> will later be
650 shown in the VM list of the VirtualBox Manager window, and it will
651 be used for the VM's files on disk. Even though any name could be
652 used, keep in mind that once you have created a few VMs, you will
653 appreciate if you have given your VMs rather informative names; "My
654 VM" would thus be less useful than "Windows XP SP2 with
655 OpenOffice".</para>
656 </listitem>
657
658 <listitem>
659 <para>For <emphasis role="bold">"Operating System Type",</emphasis>
660 select the operating system that you want to install later. The
661 supported operating systems are grouped; if you want to install
662 something very unusual that is not listed, select "Other". Depending
663 on your selection, VirtualBox will enable or disable certain VM
664 settings that your guest operating system may require. This is
665 particularly important for 64-bit guests (see <xref
666 linkend="intro-64bitguests" />). It is therefore recommended to
667 always set it to the correct value.</para>
668 </listitem>
669
670 <listitem>
671 <para>On the next page, select the <emphasis role="bold">memory
672 (RAM)</emphasis> that VirtualBox should allocate every time the
673 virtual machine is started. The amount of memory given here will be
674 taken away from your host machine and presented to the guest
675 operating system, which will report this size as the (virtual)
676 computer's installed RAM.</para>
677
678 <para><note>
679 <para>Choose this setting carefully! The memory you give to the
680 VM will not be available to your host OS while the VM is
681 running, so do not specify more than you can spare. For example,
682 if your host machine has 1 GB of RAM and you enter 512 MB as the
683 amount of RAM for a particular virtual machine, while that VM is
684 running, you will only have 512 MB left for all the other
685 software on your host. If you run two VMs at the same time, even
686 more memory will be allocated for the second VM (which may not
687 even be able to start if that memory is not available). On the
688 other hand, you should specify as much as your guest OS (and
689 your applications) will require to run properly.</para>
690 </note></para>
691
692 <para>A Windows XP guest will require at least a few hundred MB RAM
693 to run properly, and Windows Vista will even refuse to install with
694 less than 512 MB. Of course, if you want to run graphics-intensive
695 applications in your VM, you may require even more RAM.</para>
696
697 <para>So, as a rule of thumb, if you have 1 GB of RAM or more in
698 your host computer, it is usually safe to allocate 512 MB to each
699 VM. But, in any case, make sure you always have at least 256 to 512
700 MB of RAM left on your host operating system. Otherwise you may
701 cause your host OS to excessively swap out memory to your hard disk,
702 effectively bringing your host system to a standstill.</para>
703
704 <para>As with the other settings, you can change this setting later,
705 after you have created the VM.</para>
706 </listitem>
707
708 <listitem>
709 <para>Next, you must specify a <emphasis role="bold">virtual hard
710 disk</emphasis> for your VM.</para>
711
712 <para>There are many and potentially complicated ways in which
713 VirtualBox can provide hard disk space to a VM (see <xref
714 linkend="storage" /> for details), but the most common way is to use
715 a large image file on your "real" hard disk, whose contents
716 VirtualBox presents to your VM as if it were a complete hard disk.
717 This file represents an entire hard disk then, so you can even copy
718 it to another host and use it with another VirtualBox
719 installation.</para>
720
721 <para>The wizard shows you the following window:</para>
722
723 <para><mediaobject>
724 <imageobject>
725 <imagedata align="center" fileref="images/create-vm-2.png"
726 width="10cm" />
727 </imageobject>
728 </mediaobject></para>
729
730 <para>Here you have the following options:</para>
731
732 <para><itemizedlist>
733 <listitem>
734 <para>To create a new, empty virtual hard disk, press the
735 <emphasis role="bold">"New"</emphasis> button.</para>
736 </listitem>
737
738 <listitem>
739 <para>You can pick an <emphasis
740 role="bold">existing</emphasis> disk image file.</para>
741
742 <para>The <emphasis role="bold">drop-down list</emphasis>
743 presented in the window contains all disk images which are
744 currently remembered by VirtualBox, probably because they are
745 currently attached to a virtual machine (or have been in the
746 past).</para>
747
748 <para>Alternatively, you can click on the small <emphasis
749 role="bold">folder button</emphasis> next to the drop-down
750 list to bring up a standard file dialog, which allows you to
751 pick any disk image file on your host disk.</para>
752 </listitem>
753 </itemizedlist>Most probably, if you are using VirtualBox for the
754 first time, you will want to create a new disk image. Hence, press
755 the "New" button.</para>
756
757 <para>This brings up another window, the <emphasis
758 role="bold">"Create New Virtual Disk Wizard",</emphasis> which helps
759 you create a new disk image file in the new virtual machine's
760 folder.</para>
761
762 <para>VirtualBox supports two types of image files:<itemizedlist>
763 <listitem>
764 <para>A <emphasis role="bold">dynamically allocated
765 file</emphasis> will only grow in size when the guest actually
766 stores data on its virtual hard disk. It will therefore
767 initially be small on the host hard drive and only later grow
768 to the size specified as it is filled with data.</para>
769 </listitem>
770
771 <listitem>
772 <para>A <emphasis role="bold">fixed-size file</emphasis> will
773 immediately occupy the file specified, even if only a fraction
774 of the virtual hard disk space is actually in use. While
775 occupying much more space, a fixed-size file incurs less
776 overhead and is therefore slightly faster than a dynamically
777 allocated file.</para>
778 </listitem>
779 </itemizedlist></para>
780
781 <para>For details about the differences, please refer to <xref
782 linkend="vdidetails" />.</para>
783
784 <para>To prevent your physical hard disk from running full,
785 VirtualBox limits the size of the image file. Still, it needs to be
786 large enough to hold the contents of your operating system and the
787 applications you want to install -- for a modern Windows or Linux
788 guest, you will probably need several gigabytes for any serious
789 use:</para>
790
791 <mediaobject>
792 <imageobject>
793 <imagedata align="center" fileref="images/create-vdi-1.png"
794 width="10cm" />
795 </imageobject>
796 </mediaobject>
797
798 <para>After having selected or created your image file, again press
799 <emphasis role="bold">"Next"</emphasis> to go to the next
800 page.</para>
801 </listitem>
802
803 <listitem>
804 <para>After clicking on <emphasis role="bold">"Finish"</emphasis>,
805 your new virtual machine will be created. You will then see it in
806 the list on the left side of the Manager window, with the name you
807 entered initially.</para>
808 </listitem>
809 </orderedlist></para>
810 </sect1>
811
812 <sect1>
813 <title>Running your virtual machine</title>
814
815 <para>To start a virtual machine, you have several options:<itemizedlist>
816 <listitem>
817 <para>Double-click on its entry in the list within the Manager
818 window or</para>
819 </listitem>
820
821 <listitem>
822 <para>select its entry in the list in the Manager window it and
823 press the "Start" button at the top or</para>
824 </listitem>
825
826 <listitem>
827 <para>for virtual machines created with VirtualBox 4.0 or later,
828 navigate to the "VirtualBox VMs" folder in your system user's home
829 directory, find the subdirectory of the machine you want to start
830 and double-click on the machine settings file (with a
831 <computeroutput>.vbox</computeroutput> file extension).</para>
832 </listitem>
833 </itemizedlist></para>
834
835 <para>This opens up a new window, and the virtual machine which you
836 selected will boot up. Everything which would normally be seen on the
837 virtual system's monitor is shown in the window, as can be seen with the
838 image in <xref linkend="virtintro" />.</para>
839
840 <para>In general, you can use the virtual machine much like you would use
841 a real computer. There are couple of points worth mentioning
842 however.</para>
843
844 <sect2>
845 <title>Starting a new VM for the first time</title>
846
847 <para>When a VM gets started for the first time, another wizard -- the
848 <emphasis role="bold">"First Start Wizard"</emphasis> -- will pop up to
849 help you select an <emphasis role="bold">installation medium</emphasis>.
850 Since the VM is created empty, it would otherwise behave just like a
851 real computer with no operating system installed: it will do nothing and
852 display an error message that no bootable operating system was
853 found.</para>
854
855 <para>For this reason, the wizard helps you select a medium to install
856 an operating system from.</para>
857
858 <itemizedlist>
859 <listitem>
860 <para>If you have physical CD or DVD media from which you want to
861 install your guest operating system (e.g. in the case of a Windows
862 installation CD or DVD), put the media into your host's CD or DVD
863 drive.</para>
864
865 <para>Then, in the wizard's drop-down list of installation media,
866 select <emphasis role="bold">"Host drive"</emphasis> with the
867 correct drive letter (or, in the case of a Linux host, device file).
868 This will allow your VM to access the media in your host drive, and
869 you can proceed to install from there.</para>
870 </listitem>
871
872 <listitem>
873 <para>If you have downloaded installation media from the Internet in
874 the form of an ISO image file (most probably in the case of a Linux
875 distribution), you would normally burn this file to an empty CD or
876 DVD and proceed as just described. With VirtualBox however, you can
877 skip this step and mount the ISO file directly. VirtualBox will then
878 present this file as a CD or DVD-ROM drive to the virtual machine,
879 much like it does with virtual hard disk images.</para>
880
881 <para>For this case, the wizard's drop-down list contains a list of
882 installation media that were previously used with VirtualBox.</para>
883
884 <para>If your medium is not in the list (especially if you are using
885 VirtualBox for the first time), select the small folder icon next to
886 the drop-down list to bring up a standard file dialog, with which
887 you can pick the image file on your host disks.</para>
888 </listitem>
889 </itemizedlist>
890
891 <para>In both cases, after making the choices in the wizard, you will be
892 able to install your operating system.</para>
893 </sect2>
894
895 <sect2>
896 <title id="keyb_mouse_normal">Capturing and releasing keyboard and
897 mouse</title>
898
899 <para>As of version 3.2, VirtualBox provides a virtual USB tablet device
900 to new virtual machines through which mouse events are communicated to
901 the guest operating system. As a result, if you are running a modern
902 guest operating system that can handle such devices, mouse support may
903 work out of the box without the mouse being "captured" as described
904 below; see <xref linkend="settings-motherboard" /> for more
905 information.</para>
906
907 <para>Otherwise, if the virtual machine only sees standard PS/2 mouse
908 and keyboard devices, since the operating system in the virtual machine
909 does not "know" that it is not running on a real computer, it expects to
910 have exclusive control over your keyboard and mouse. This is, however,
911 not the case since, unless you are running the VM in full screen mode,
912 your VM needs to share keyboard and mouse with other applications and
913 possibly other VMs on your host.</para>
914
915 <para>As a result, initially after installing a guest operating system
916 and before you install the Guest Additions (we will explain this in a
917 minute), only one of the two -- your VM or the rest of your computer --
918 can "own" the keyboard and the mouse. You will see a
919 <emphasis>second</emphasis> mouse pointer which will always be confined
920 to the limits of the VM window. Basically, you activate the VM by
921 clicking inside it.</para>
922
923 <para>To return ownership of keyboard and mouse to your host operating
924 system, VirtualBox reserves a special key on your keyboard for itself:
925 the <emphasis role="bold">"host key".</emphasis> By default, this is the
926 <emphasis>right Control key</emphasis> on your keyboard; on a Mac host,
927 the default host key is the left Command key. You can change this
928 default in the VirtualBox Global Settings. In any case, the current
929 setting for the host key is always displayed <emphasis>at the bottom
930 right of your VM window,</emphasis> should you have forgotten about
931 it:</para>
932
933 <para><mediaobject>
934 <imageobject>
935 <imagedata align="center" fileref="images/vm-hostkey.png"
936 width="7cm" />
937 </imageobject>
938 </mediaobject>In detail, all this translates into the
939 following:</para>
940
941 <para><itemizedlist>
942 <listitem>
943 <para>Your <emphasis role="bold">keyboard</emphasis> is owned by
944 the VM if the VM window on your host desktop has the keyboard
945 focus (and then, if you have many windows open in your guest
946 operating system as well, the window that has the focus in your
947 VM). This means that if you want to type within your VM, click on
948 the title bar of your VM window first.</para>
949
950 <para>To release keyboard ownership, press the Host key (as
951 explained above, typically the right Control key).</para>
952
953 <para>Note that while the VM owns the keyboard, some key sequences
954 (like Alt-Tab for example) will no longer be seen by the host, but
955 will go to the guest instead. After you press the host key to
956 re-enable the host keyboard, all key presses will go through the
957 host again, so that sequences like Alt-Tab will no longer reach
958 the guest.</para>
959 </listitem>
960
961 <listitem>
962 <para>Your <emphasis role="bold">mouse</emphasis> is owned by the
963 VM only after you have clicked in the VM window. The host mouse
964 pointer will disappear, and your mouse will drive the guest's
965 pointer instead of your normal mouse pointer.</para>
966
967 <para>Note that mouse ownership is independent of that of the
968 keyboard: even after you have clicked on a titlebar to be able to
969 type into the VM window, your mouse is not necessarily owned by
970 the VM yet.</para>
971
972 <para>To release ownership of your mouse by the VM, also press the
973 Host key.</para>
974 </listitem>
975 </itemizedlist></para>
976
977 <para>As this behavior can be inconvenient, VirtualBox provides a set of
978 tools and device drivers for guest systems called the "VirtualBox Guest
979 Additions" which make VM keyboard and mouse operation a lot more
980 seamless. Most importantly, the Additions will get rid of the second
981 "guest" mouse pointer and make your host mouse pointer work directly in
982 the guest.</para>
983
984 <para>This will be described later in <xref
985 linkend="guestadditions" />.</para>
986 </sect2>
987
988 <sect2>
989 <title>Typing special characters</title>
990
991 <para>Operating systems expect certain key combinations to initiate
992 certain procedures. Some of these key combinations may be difficult to
993 enter into a virtual machine, as there are three candidates as to who
994 receives keyboard input: the host operating system, VirtualBox, or the
995 guest operating system. Who of these three receives keypresses depends
996 on a number of factors, including the key itself.</para>
997
998 <itemizedlist>
999 <listitem>
1000 <para>Host operating systems reserve certain key combinations for
1001 themselves. For example, it is impossible to enter the <emphasis
1002 role="bold">Ctrl+Alt+Delete</emphasis> combination if you want to
1003 reboot the guest operating system in your virtual machine, because
1004 this key combination is usually hard-wired into the host OS (both
1005 Windows and Linux intercept this), and pressing this key combination
1006 will therefore reboot your <emphasis>host</emphasis>.</para>
1007
1008 <para>Also, on Linux and Solaris hosts, which use the X Window
1009 System, the key combination <emphasis
1010 role="bold">Ctrl+Alt+Backspace</emphasis> normally resets the X
1011 server (to restart the entire graphical user interface in case it
1012 got stuck). As the X server intercepts this combination, pressing it
1013 will usually restart your <emphasis>host</emphasis> graphical user
1014 interface (and kill all running programs, including VirtualBox, in
1015 the process).</para>
1016
1017 <para>Third, on Linux hosts supporting virtual terminals, the key
1018 combination <emphasis role="bold">Ctrl+Alt+Fx</emphasis> (where Fx
1019 is one of the function keys from F1 to F12) normally allows to
1020 switch between virtual terminals. As with Ctrl+Alt+Delete, these
1021 combinations are intercepted by the host operating system and
1022 therefore always switch terminals on the
1023 <emphasis>host</emphasis>.</para>
1024
1025 <para>If, instead, you want to send these key combinations to the
1026 <emphasis>guest</emphasis> operating system in the virtual machine,
1027 you will need to use one of the following methods:</para>
1028
1029 <itemizedlist>
1030 <listitem>
1031 <para>Use the items in the "Machine" menu of the virtual machine
1032 window. There you will find "Insert Ctrl+Alt+Delete" and
1033 "Ctrl+Alt+Backspace"; the latter will only have an effect with
1034 Linux or Solaris guests, however.</para>
1035 </listitem>
1036
1037 <listitem>
1038 <para>Press special key combinations with the Host key (normally
1039 the right Control key), which VirtualBox will then translate for
1040 the virtual machine:<itemizedlist>
1041 <listitem>
1042 <para><emphasis role="bold">Host key + Del</emphasis> to
1043 send Ctrl+Alt+Del (to reboot the guest);</para>
1044 </listitem>
1045
1046 <listitem>
1047 <para><emphasis role="bold">Host key +
1048 Backspace</emphasis> to send Ctrl+Alt+Backspace (to
1049 restart the graphical user interface of a Linux or Solaris
1050 guest);</para>
1051 </listitem>
1052
1053 <listitem>
1054 <para><emphasis role="bold">Host key + F1</emphasis> (or
1055 other function keys) to simulate Ctrl+Alt+F1 (or other
1056 function keys, i.e. to switch between virtual terminals in
1057 a Linux guest).</para>
1058 </listitem>
1059 </itemizedlist></para>
1060 </listitem>
1061 </itemizedlist>
1062 </listitem>
1063
1064 <listitem>
1065 <para>For some other keyboard combinations such as <emphasis
1066 role="bold">Alt-Tab</emphasis> (to switch between open windows),
1067 VirtualBox allows you to configure whether these combinations will
1068 affect the host or the guest, if a virtual machine currently has the
1069 focus. This is a global setting for all virtual machines and can be
1070 found under "File" -&gt; "Preferences" -&gt; "Input" -&gt;
1071 "Auto-capture keyboard".</para>
1072 </listitem>
1073 </itemizedlist>
1074 </sect2>
1075
1076 <sect2>
1077 <title>Changing removable media</title>
1078
1079 <para>While a virtual machine is running, you can change removable media
1080 in the "Devices" menu of the VM's window. Here you can select in detail
1081 what VirtualBox presents to your VM as a CD, DVD, or floppy.</para>
1082
1083 <para>The settings are the same as would be available for the VM in the
1084 "Settings" dialog of the VirtualBox main window, but since that dialog
1085 is disabled while the VM is in the "running" or "saved" state, this
1086 extra menu saves you from having to shut down and restart the VM every
1087 time you want to change media.</para>
1088
1089 <para>Hence, in the "Devices" menu, VirtualBox allows you to attach the
1090 host drive to the guest or select a floppy or DVD image using the Disk
1091 Image Manager, all as described in <xref
1092 linkend="configbasics" />.</para>
1093 </sect2>
1094
1095 <sect2 id="intro-resize-window">
1096 <title>Resizing the machine's window</title>
1097
1098 <para>You can resize the virtual machine's window when it is running. In
1099 that case, one of three things will happen:<orderedlist>
1100 <listitem>
1101 <para>If you have <emphasis role="bold">"scale mode"</emphasis>
1102 enabled, then the virtual machine's screen will be scaled to the
1103 size of the window. This can be useful if you have many machines
1104 running and want to have a look at one of them while it is running
1105 in the background. Alternatively, it might be useful to enlarge a
1106 window if the VM's output screen is very small, for example
1107 because you are running an old operating system in it.</para>
1108
1109 <para>To enable scale mode, press the <emphasis role="bold">host
1110 key + C</emphasis>, or select "Scale mode" from the "Machine" menu
1111 in the VM window. To leave scale mode, press the host key + C
1112 again.</para>
1113
1114 <para>The aspect ratio of the guest screen is preserved when
1115 resizing the window. To ignore the aspect ratio, press Shift
1116 during the resize operation.</para>
1117
1118 <para>Please see <xref linkend="KnownIssues" /> for additional
1119 remarks.</para>
1120 </listitem>
1121
1122 <listitem>
1123 <para>If you have the Guest Additions installed and they support
1124 automatic <emphasis role="bold">resizing</emphasis>, the Guest
1125 Additions will automatically adjust the screen resolution of the
1126 guest operating system. For example, if you are running a Windows
1127 guest with a resolution of 1024x768 pixels and you then resize the
1128 VM window to make it 100 pixels wider, the Guest Additions will
1129 change the Windows display resolution to 1124x768.</para>
1130
1131 <para>Please see <xref linkend="guestadditions" /> for more
1132 information about the Guest Additions.</para>
1133 </listitem>
1134
1135 <listitem>
1136 <para>Otherwise, if the window is bigger than the VM's screen, the
1137 screen will be centered. If it is smaller, then scroll bars will
1138 be added to the machine window.</para>
1139 </listitem>
1140 </orderedlist></para>
1141 </sect2>
1142
1143 <sect2>
1144 <title>Saving the state of the machine</title>
1145
1146 <para>When you click on the "Close" button of your virtual machine
1147 window (at the top right of the window, just like you would close any
1148 other window on your system), VirtualBox asks you whether you want to
1149 "save" or "power off" the VM. (As a shortcut, you can also press the
1150 Host key together with "Q".)</para>
1151
1152 <para><mediaobject>
1153 <imageobject>
1154 <imagedata align="center" fileref="images/vm-close.png"
1155 width="11cm" />
1156 </imageobject>
1157 </mediaobject>The difference between these three options is crucial.
1158 They mean:</para>
1159
1160 <itemizedlist>
1161 <listitem>
1162 <para><emphasis role="bold">Save the machine state:</emphasis> With
1163 this option, VirtualBox "freezes" the virtual machine by completely
1164 saving its state to your local disk.</para>
1165
1166 <para>When you start the VM again later, you will find that the VM
1167 continues exactly where it was left off. All your programs will
1168 still be open, and your computer resumes operation. Saving the state
1169 of a virtual machine is thus in some ways similar to suspending a
1170 laptop computer (e.g. by closing its lid).</para>
1171 </listitem>
1172
1173 <listitem>
1174 <para><emphasis role="bold">Send the shutdown signal.</emphasis>
1175 This will send an ACPI shutdown signal to the virtual machine, which
1176 has the same effect as if you had pressed the power button on a real
1177 computer. So long as the VM is running a fairly modern operating
1178 system, this should trigger a proper shutdown mechanism from within
1179 the VM.</para>
1180 </listitem>
1181
1182 <listitem>
1183 <para><emphasis role="bold">Power off the machine:</emphasis> With
1184 this option, VirtualBox also stops running the virtual machine, but
1185 <emphasis>without</emphasis> saving its state.<warning>
1186 <para>This is equivalent to pulling the power plug on a real
1187 computer without shutting it down properly. If you start the
1188 machine again after powering it off, your operating system will
1189 have to reboot completely and may begin a lengthy check of its
1190 (virtual) system disks. As a result, this should not normally be
1191 done, since it can potentially cause data loss or an
1192 inconsistent state of the guest system on disk.</para>
1193 </warning></para>
1194
1195 <para>As an exception, if your virtual machine has any snapshots
1196 (see the next chapter), you can use this option to quickly <emphasis
1197 role="bold">restore the current snapshot</emphasis> of the virtual
1198 machine. In that case, powering off the machine will not disrupt its
1199 state, but any changes made since that snapshot was taken will be
1200 lost.</para>
1201 </listitem>
1202 </itemizedlist>
1203
1204 <para>The <emphasis role="bold">"Discard"</emphasis> button in the
1205 VirtualBox Manager window discards a virtual machine's saved state. This
1206 has the same effect as powering it off, and the same warnings
1207 apply.</para>
1208 </sect2>
1209 </sect1>
1210
1211 <sect1 id="snapshots">
1212 <title>Snapshots</title>
1213
1214 <para>With snapshots, you can save a particular state of a virtual machine
1215 for later use. At any later time, you can revert to that state, even
1216 though you may have changed the VM considerably since then. A snapshot of
1217 a virtual machine is thus similar to a machine in "saved" state, as
1218 described above, but there can be many of them, and these saved states are
1219 preserved.</para>
1220
1221 <para>You can see the snapshots of a virtual machine by first selecting a
1222 machine in the VirtualBox Manager and then clicking on the "Snapshots"
1223 button at the top right. Until you take a snapshot of the machine, the
1224 list of snapshots will be empty except for the "Current state" item, which
1225 represents the "Now" point in the lifetime of the virtual machine.</para>
1226
1227 <sect2>
1228 <title>Taking, restoring and deleting snapshots</title>
1229
1230 <para>There are three operations related to snapshots:<orderedlist>
1231 <listitem>
1232 <para>You can <emphasis role="bold">take a snapshot</emphasis>.
1233 This makes a copy of the machine's current state, to which you can
1234 go back at any given time later.<itemizedlist>
1235 <listitem>
1236 <para>If your VM is currently running, select "Take
1237 snapshot" from the "Machine" pull-down menu of the VM
1238 window.</para>
1239 </listitem>
1240
1241 <listitem>
1242 <para>If your VM is currently in either the "saved" or the
1243 "powered off" state (as displayed next to the VM in the
1244 VirtualBox main window), click on the "Snapshots" tab on the
1245 top right of the main window, and then<itemizedlist>
1246 <listitem>
1247 <para>either on the small camera icon (for "Take
1248 snapshot") or</para>
1249 </listitem>
1250
1251 <listitem>
1252 <para>right-click on the "Current State" item in the
1253 list and select "Take snapshot" from the menu.</para>
1254 </listitem>
1255 </itemizedlist></para>
1256 </listitem>
1257 </itemizedlist></para>
1258
1259 <para>In any case, a window will pop up and ask you for a snapshot
1260 name. This name is purely for reference purposes to help you
1261 remember the state of the snapshot. For example, a useful name
1262 would be "Fresh installation from scratch, no Guest Additions", or
1263 "Service Pack 3 just installed". You can also add a longer text in
1264 the "Description" field if you want.</para>
1265
1266 <para>Your new snapshot will then appear in the snapshots list.
1267 Underneath your new snapshot, you will see an item called "Current
1268 state", signifying that the current state of your VM is a
1269 variation based on the snapshot you took earlier. If you later
1270 take another snapshot, you will see that they will be displayed in
1271 sequence, and each subsequent snapshot is derived from an earlier
1272 one:<mediaobject>
1273 <imageobject>
1274 <imagedata align="center" fileref="images/snapshots-1.png"
1275 width="12cm" />
1276 </imageobject>
1277 </mediaobject></para>
1278
1279 <para>VirtualBox imposes no limits on the number of snapshots you
1280 can take. The only practical limitation is disk space on your
1281 host: each snapshot stores the state of the virtual machine and
1282 thus occupies some disk space. (See the next section for details
1283 on what exactly is stored in a snapshot.)</para>
1284 </listitem>
1285
1286 <listitem>
1287 <para>You can <emphasis role="bold">restore a snapshot</emphasis>
1288 by right-clicking on any snapshot you have taken in the list of
1289 snapshots. By restoring a snapshot, you go back (or forward) in
1290 time: the current state of the machine is lost, and the machine is
1291 restored to the exact state it was in when the snapshot was
1292 taken.<footnote>
1293 <para>Both the terminology and the functionality of restoring
1294 snapshots has changed with VirtualBox 3.1. Before that
1295 version, it was only possible to go back to the very last
1296 snapshot taken -- not earlier ones, and the operation was
1297 called "Discard current state" instead of "Restore last
1298 snapshot". The limitation has been lifted with version 3.1. It
1299 is now possible to restore <emphasis>any</emphasis> snapshot,
1300 going backward and forward in time.</para>
1301 </footnote></para>
1302
1303 <note>
1304 <para>Restoring a snapshot will affect the virtual hard drives
1305 that are connected to your VM, as the entire state of the
1306 virtual hard drive will be reverted as well. This means also
1307 that all files that have been created since the snapshot and all
1308 other file changes <emphasis>will be lost. </emphasis>In order
1309 to prevent such data loss while still making use of the snapshot
1310 feature, it is possible to add a second hard drive in
1311 "write-through" mode using the
1312 <computeroutput>VBoxManage</computeroutput> interface and use it
1313 to store your data. As write-through hard drives are
1314 <emphasis>not</emphasis> included in snapshots, they remain
1315 unaltered when a machine is reverted. See <xref
1316 linkend="hdimagewrites" os="" /> for details.</para>
1317 </note>
1318
1319 <para>To avoid losing the current state when restoring a snapshot,
1320 you can create a new snapshot before the restore.</para>
1321
1322 <para>By restoring an earlier snapshot and taking more snapshots
1323 from there, it is even possible to create a kind of alternate
1324 reality and to switch between these different histories of the
1325 virtual machine. This can result in a whole tree of virtual
1326 machine snapshots, as shown in the screenshot above.</para>
1327 </listitem>
1328
1329 <listitem>
1330 <para>You can also <emphasis role="bold">delete a
1331 snapshot</emphasis>, which will not affect the state of the
1332 virtual machine, but only release the files on disk that
1333 VirtualBox used to store the snapshot data, thus freeing disk
1334 space. To delete a snapshot, right-click on it in the snapshots
1335 tree and select "Delete". As of VirtualBox 3.2, snapshots can be
1336 deleted even while a machine is running.<note>
1337 <para>Whereas taking and restoring snapshots are fairly quick
1338 operations, deleting a snapshot can take a considerable amount
1339 of time since large amounts of data may need to be copied
1340 between several disk image files. Temporary disk files may
1341 also need large amounts of disk space while the operation is
1342 in progress.</para>
1343 </note></para>
1344
1345 <para>There are some situations which cannot be handled while a VM
1346 is running, and you will get an appropriate message that you need
1347 to perform this snapshot deletion when the VM is shut down.</para>
1348 </listitem>
1349 </orderedlist></para>
1350 </sect2>
1351
1352 <sect2>
1353 <title>Snapshot contents</title>
1354
1355 <para>Think of a snapshot as a point in time that you have preserved.
1356 More formally, a snapshot consists of three things:<itemizedlist>
1357 <listitem>
1358 <para>It contains a complete copy of the VM settings, including
1359 the hardware configuration, so that when you restore a snapshot,
1360 the VM settings are restored as well. (For example, if you changed
1361 the hard disk configuration or the VM's system settings, that
1362 change is undone when you restore the snapshot.)</para>
1363
1364 <para>The copy of the settings is stored in the machine
1365 configuration, an XML text file, and thus occupies very little
1366 space.</para>
1367 </listitem>
1368
1369 <listitem>
1370 <para>The complete state of all the virtual disks attached to the
1371 machine is preserved. Going back to a snapshot means that all
1372 changes that had been made to the machine's disks -- file by file,
1373 bit by bit -- will be undone as well. Files that were since
1374 created will disappear, files that were deleted will be restored,
1375 changes to files will be reverted.</para>
1376
1377 <para>(Strictly speaking, this is only true for virtual hard disks
1378 in "normal" mode. As mentioned above, you can configure disks to
1379 behave differently with snapshots; see <xref
1380 linkend="hdimagewrites" />. Even more formally and technically
1381 correct, it is not the virtual disk itself that is restored when a
1382 snapshot is restored. Instead, when a snapshot is taken,
1383 VirtualBox creates differencing images which contain only the
1384 changes since the snapshot were taken, and when the snapshot is
1385 restored, VirtualBox throws away that differencing image, thus
1386 going back to the previous state. This is both faster and uses
1387 less disk space. For the details, which can be complex, please see
1388 <xref linkend="diffimages" />.)</para>
1389
1390 <para>Creating the differencing image as such does not occupy much
1391 space on the host disk initially, since the differencing image
1392 will initially be empty (and grow dynamically later with each
1393 write operation to the disk). The longer you use the machine after
1394 having created the snapshot, however, the more the differencing
1395 image will grow in size.</para>
1396 </listitem>
1397
1398 <listitem>
1399 <para>Finally, if you took a snapshot while the machine was
1400 running, the memory state of the machine is also saved in the
1401 snapshot (the same way the memory can be saved when you close the
1402 VM window). When you restore such a snapshot, execution resumes at
1403 exactly the point when the snapshot was taken.</para>
1404
1405 <para>The memory state file can be as large as the memory size of
1406 the virtual machine and will therefore occupy quite some disk
1407 space as well.</para>
1408 </listitem>
1409 </itemizedlist></para>
1410 </sect2>
1411 </sect1>
1412
1413 <sect1>
1414 <title id="configbasics">Virtual machine configuration</title>
1415
1416 <para>When you select a virtual machine from the list in the Manager
1417 window, you will see a summary of that machine's settings on the
1418 right.</para>
1419
1420 <para>Clicking on the "Settings" button in the toolbar at the top brings
1421 up a detailed window where you can configure many of the properties of the
1422 selected VM. But be careful: even though it is possible to change all VM
1423 settings after installing a guest operating system, certain changes might
1424 prevent a guest operating system from functioning correctly if done after
1425 installation.</para>
1426
1427 <note>
1428 <para>The "Settings" button is disabled while a VM is either in the
1429 "running" or "saved" state. This is simply because the settings dialog
1430 allows you to change fundamental characteristics of the virtual computer
1431 that is created for your guest operating system, and this operating
1432 system may not take it well when, for example, half of its memory is
1433 taken away from under its feet. As a result, if the "Settings" button is
1434 disabled, shut down the current VM first.</para>
1435 </note>
1436
1437 <para>VirtualBox provides a plethora of parameters that can be changed for
1438 a virtual machine. The various settings that can be changed in the
1439 "Settings" window are described in detail in <xref
1440 linkend="BasicConcepts" />. Even more parameters are available with the
1441 VirtualBox command line interface; see <xref
1442 linkend="vboxmanage" />.</para>
1443 </sect1>
1444
1445 <sect1>
1446 <title>Removing virtual machines</title>
1447
1448 <para>To remove a virtual machine which you no longer need, right-click on
1449 it in the Manager's VM list select "Remove" from the context menu that
1450 comes up.</para>
1451
1452 <para>A confirmation window will come up that allows you to select whether
1453 the machine should only be removed from the list of machines or whether
1454 the files associated with it should also be deleted.</para>
1455
1456 <para>The "Remove" menu item is disabled while a machine is
1457 running.</para>
1458 </sect1>
1459
1460 <sect1 id="clone">
1461 <title>Cloning virtual machines</title>
1462
1463 <para>To experiment with a VM configuration, test different guest OS levels
1464 or to simply backup a VM, VirtualBox can create a full or a linked copy of
1465 an existing VM.<footnote>Cloning support was introduced with VirtualBox
1466 4.1.</footnote></para>
1467
1468 <para>A wizard will guide you through the clone process:</para>
1469
1470 <mediaobject>
1471 <imageobject>
1472 <imagedata align="center" fileref="images/clone-vm.png"
1473 width="10cm" />
1474 </imageobject>
1475 </mediaobject>
1476
1477 <para>This wizard can be invoked from the context menu of the Manager's VM
1478 list (select "Clone") or the "Snapshots" view of the selected VM. First
1479 choose a new name for the clone. When you select <emphasis
1480 role="bold">Reinitialize the MAC address of all network cards</emphasis>
1481 every network card get a new MAC address assigned. This is useful when
1482 both, the source VM and the cloned VM, have to operate on the same network.
1483 If you leave this unchanged, all network cards have the same MAC address
1484 like the one in the source VM. Depending on how you invoke the wizard you
1485 have different choices for the cloning operation. First you need to decide
1486 if the clone should be linked to the source VM or a fully independent clone
1487 should be created:</para>
1488 <itemizedlist>
1489 <listitem>
1490 <para><emphasis role="bold">Full clone:</emphasis> In this mode all
1491 depending disk images are copied to the new VM folder. The clone
1492 can fully operate without the source VM.
1493 </para>
1494 </listitem>
1495
1496 <listitem>
1497 <para><emphasis role="bold">Linked clone:</emphasis> In this mode new
1498 differencing disk images are created where the parent disk images
1499 are the source disk images. If you selected the current state of
1500 the source VM as clone point, a new snapshot will be created
1501 implicitly.
1502 </para>
1503 </listitem>
1504 </itemizedlist>
1505
1506 <para>After selecting the clone mode, you need to decide about what exactly
1507 should be cloned. You can always create a clone of the <emphasis
1508 role="italic">current state</emphasis> only or <emphasis
1509 role="italic">all</emphasis>. When you select <emphasis
1510 role="italic">all</emphasis>, the current state and in addition all
1511 snapshots are cloned. Have you started from a snapshot which has additional
1512 children, you can also clone the <emphasis role="italic">current state and
1513 all children</emphasis>. This creates a clone starting with this
1514 snapshot and includes all child snaphots.</para>
1515
1516 <para>The clone operation itself can be a lengthy operation depending on
1517 the size and count of the attached disk images. Also keep in mind that
1518 every snapshot has differencing disk images attached, which need to be cloned
1519 as well.</para>
1520
1521 <para>The "Clone" menu item is disabled while a machine is running.</para>
1522
1523 <para>For how to clone a VM at the command line, please see <xref
1524 linkend="vboxmanage-clonevm" />.</para>
1525 </sect1>
1526
1527 <sect1 id="ovf">
1528 <title>Importing and exporting virtual machines</title>
1529
1530 <para>VirtualBox can import and export virtual machines in the
1531 industry-standard Open Virtualization Format (OVF).<footnote>
1532 <para>OVF support was originally introduced with VirtualBox 2.2 and
1533 has seen major improvements with every version since.</para>
1534 </footnote></para>
1535
1536 <para>OVF is a cross-platform standard supported by many virtualization
1537 products which allows for creating ready-made virtual machines that can
1538 then be imported into a virtualizer such as VirtualBox. VirtualBox makes
1539 OVF import and export easy to access and supports it from the Manager
1540 window as well as its command-line interface. This allows for packaging
1541 so-called <emphasis role="bold">virtual appliances</emphasis>: disk images
1542 together with configuration settings that can be distributed easily. This
1543 way one can offer complete ready-to-use software packages (operating
1544 systems with applications) that need no configuration or installation
1545 except for importing into VirtualBox.<note>
1546 <para>The OVF standard is complex, and support in VirtualBox is an
1547 ongoing process. In particular, no guarantee is made that VirtualBox
1548 supports all appliances created by other virtualization software. For
1549 a list of known limitations, please see <xref
1550 linkend="KnownIssues" />.</para>
1551 </note></para>
1552
1553 <para>Appliances in OVF format can appear in two variants:<orderedlist>
1554 <listitem>
1555 <para>They can come in several files, as one or several disk images,
1556 typically in the widely-used VMDK format (see <xref
1557 linkend="vdidetails" />) and a textual description file in an XML
1558 dialect with an <computeroutput>.ovf</computeroutput> extension.
1559 These files must then reside in the same directory for VirtualBox to
1560 be able to import them.</para>
1561 </listitem>
1562
1563 <listitem>
1564 <para>Alternatively, the above files can be packed together into a
1565 single archive file, typically with an
1566 <computeroutput>.ova</computeroutput> extension. (Such archive files
1567 use a variant of the TAR archive format and can therefore be
1568 unpacked outside of VirtualBox with any utility that can unpack
1569 standard TAR files.)</para>
1570 </listitem>
1571 </orderedlist></para>
1572
1573 <para>To <emphasis role="bold">import</emphasis> an appliance in one of
1574 the above formats, simply double-click on the OVF/OVA file.<footnote>
1575 <para>Starting with version 4.0, VirtualBox creates file type
1576 associations for OVF and OVA files on your host operating
1577 system.</para>
1578 </footnote> Alternatively, select "File" -&gt; "Import appliance" from
1579 the Manager window. In the file dialog that comes up, navigate to the file
1580 with either the <computeroutput>.ovf</computeroutput> or the
1581 <computeroutput>.ova</computeroutput> file extension.</para>
1582
1583 <para>If VirtualBox can handle the file, a dialog similar to the following
1584 will appear:</para>
1585
1586 <para><mediaobject>
1587 <imageobject>
1588 <imagedata align="center" fileref="images/ovf-import.png"
1589 width="12cm" />
1590 </imageobject>
1591 </mediaobject>This presents the virtual machines described in the OVF
1592 file and allows you to change the virtual machine settings by
1593 double-clicking on the description items. Once you click on <emphasis
1594 role="bold">"Import"</emphasis>, VirtualBox will copy the disk images and
1595 create local virtual machines with the settings described in the dialog.
1596 These will then show up in the Manager's list of virtual machines.</para>
1597
1598 <para>Note that since disk images tend to be big, and VMDK images that
1599 come with virtual appliances are typically shipped in a special compressed
1600 format that is unsuitable for being used by virtual machines directly, the
1601 images will need to be unpacked and copied first, which can take a few
1602 minutes.</para>
1603
1604 <para>For how to import an image at the command line, please see <xref
1605 linkend="vboxmanage-import" />.</para>
1606
1607 <para>Conversely, to <emphasis role="bold">export</emphasis> virtual
1608 machines that you already have in VirtualBox, select "File" -&gt; "Export
1609 appliance". A different dialog window shows up that allows you to combine
1610 several virtual machines into an OVF appliance. Then, select the target
1611 location where the target files should be stored, and the conversion
1612 process begins. This can again take a while.</para>
1613
1614 <para>For how to export an image at the command line, please see <xref
1615 linkend="vboxmanage-export" />.<note>
1616 <para>OVF cannot describe snapshots that were taken for a virtual
1617 machine. As a result, when you export a virtual machine that has
1618 snapshots, only the current state of the machine will be exported, and
1619 the disk images in the export will have a "flattened" state identical
1620 to the current state of the virtual machine.</para>
1621 </note></para>
1622 </sect1>
1623
1624 <sect1 id="frontends">
1625 <title>Alternative front-ends</title>
1626
1627 <para>As briefly mentioned in <xref linkend="features-overview" />,
1628 VirtualBox has a very flexible internal design that allows for using
1629 multiple interfaces to control the same virtual machines. To illustrate,
1630 you can, for example, start a virtual machine with the VirtualBox Manager
1631 window and then stop it from the command line. With VirtualBox's support
1632 for the Remote Desktop Protocol (RDP), you can even run virtual machines
1633 remotely on a headless server and have all the graphical output redirected
1634 over the network.</para>
1635
1636 <para>In detail, the following front-ends are shipped in the standard
1637 VirtualBox package:</para>
1638
1639 <para><orderedlist>
1640 <listitem>
1641 <para><computeroutput>VirtualBox</computeroutput> is the VirtualBox
1642 Manager. This graphical user interface uses the Qt toolkit; most of
1643 this User Manual is dedicated to describing it. While this is the
1644 easiest to use, some of the more advanced VirtualBox features are
1645 kept away from it to keep it simple.</para>
1646 </listitem>
1647
1648 <listitem>
1649 <para><computeroutput>VBoxManage</computeroutput> is our
1650 command-line interface for automated and very detailed control of
1651 every aspect of VirtualBox. It is described in <xref
1652 linkend="vboxmanage" />.</para>
1653 </listitem>
1654
1655 <listitem>
1656 <para><computeroutput>VBoxSDL</computeroutput> is an alternative,
1657 simple graphical front-end with an intentionally limited feature
1658 set, designed to only display virtual machines that are controlled
1659 in detail with <computeroutput>VBoxManage</computeroutput>. This is
1660 interesting for business environments where displaying all the bells
1661 and whistles of the full GUI is not feasible.
1662 <computeroutput>VBoxSDL</computeroutput> is described in <xref
1663 linkend="vboxsdl" />.</para>
1664 </listitem>
1665
1666 <listitem>
1667 <para>Finally, <computeroutput>VBoxHeadless</computeroutput> is yet
1668 another front-end that produces no visible output on the host at
1669 all, but merely acts as a RDP server if the VirtualBox Remote
1670 Desktop Extension (VRDE) is installed. As opposed to the other
1671 graphical interfaces, the headless front-end requires no graphics
1672 support. This is useful, for example, if you want to host your
1673 virtual machines on a headless Linux server that has no X Window
1674 system installed. For details, see <xref
1675 linkend="vboxheadless" />.</para>
1676 </listitem>
1677 </orderedlist>If the above front-ends still do not satisfy your
1678 particular needs, it is possible to create yet another front-end to the
1679 complex virtualization engine that is the core of VirtualBox, as the
1680 VirtualBox core neatly exposes all of its features in a clean API; please
1681 refer to <xref linkend="VirtualBoxAPI" />.</para>
1682 </sect1>
1683</chapter>
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