Installation

In terms of difficulty, right up there with making a good GUI is making a good installer. History is riddled with bad OS installers, with pre-Vista Windows being the most well-known example. Text mode installers running on severely castrated operating systems reigned for far too long. Microsoft of course improved this with Windows Vista in 2006, but even as late as the end of 2007 they were still releasing new operating systems such as Windows Home Server that used a partial text mode installer.

The reason I bring this up is that good OS installers are still a relatively recent development in the PC space, which is all the more reason I am very impressed with Ubuntu’s installer. It’s the opposite of the above, and more.

Right now Ubuntu is the underdog in a Windows dominated world, and their installation & distribution strategies have thusly been based on this. It’s undoubtedly a smart choice, because if Ubuntu wiped out Windows like Windows does Ubuntu, it would be neigh impossible to get anyone to try it out since “try out” and “make it so you can’t boot Windows” are mutually incompatible. Ubuntu plays their position very well in a few different ways.

First and foremost, the Ubuntu installation CD is not just an installer, but a live CD. It’s a fully bootable and usable copy of Ubuntu that runs off of the CD and does not require any kind of installation. The limitations of this are obvious since you can’t install additional software and CD disc access times are more than an order of magnitude above that of a hard drive, but nevertheless it enables you to give Ubuntu a cursory glance to see how it works, without needing to install anything. Live CDs aren’t anything new for Linux as a whole, but it bears mentioning, it’s an excellent strategy for letting people try out the OS.

This also gives Ubuntu a backdoor in to Windows users’ computers because as a complete CD-bootable OS, it can be used to recover trashed Windows installations when the Windows recovery agent can’t get the job done. It can read NTFS drives out of the box, allowing users to back up anything they read to another drive, such as USB flash drive. It also has a pretty good graphical partition editor, GParted, for when worse comes to worse and it comes time to start formatting. Ubuntu Live CD is not a complete recovery kit in and of itself (e.g. it can’t clean malware infections, so it’s more of a tool of last resort) but it’s a tool that has a purpose and serves it well.

Better yet, once you decide that you want to try an installable version of Ubuntu, but don’t want to take the plunge of messing with partitions, Ubuntu has a solution for that too. Wubi, the Windows-based Ubuntu Installer, allows you to install Ubuntu as a flat-file on an existing NTFS partition. Ubuntu can then boot off of the flat file, having never touched a partition or the master boot record (instead inserting an Ubuntu entry in to Windows BCD). This brings all the advantages of moving up from a Live CD to an installable version of Ubuntu, but without the system changes and absolute commitment a full install entails. Wubi installations are also easily removable, which further drives home this point.

Now the catch with a Wubi installation is that it’s meant to be a halfway house between a Live CD and a full installation, and it’s not necessarily meant for full-time use. As a flat file inside of a NTFS partition, there are performance issues related to the lower performance of the NTFS-3G driver over raw hard drive access, along with both external fragmentation of the flat file and internal fragmentation inside of the flat file. An unclean shutdown also runs the slight risk of introducing corruption in to the flat file or the NTFS file system, something the Wubi documentation makes sure to point out. As such Wubi is a great way to try out Ubuntu, but a poor way to continue using it.

Finally, once you’ve decided to go the full distance, there’s the complete Ubuntu installation procedure. As we’ve previously mentioned Ubuntu is a live CD, so installing Ubuntu first entails booting up the live CD – this is in our experience a bit slower than booting up a pared down installation-only OS environment such as Vista’s Windows PE. It should be noted that although you can use GParted at this point to make space to install Ubuntu, this is something that’s better left in the hands of Windows and its own partition shrinking ability due to some gotchas in that Windows can move files around to make space when GParted can’t.

Once the installation procedure starts, it’s just 6 steps to install the OS: Language, Time Zone, Keyboard Layout, Installation Location, and the credentials for the initial account. Notably the installation procedure calls for 7 steps, but I’ve only ever encountered 6, step 6 is always skipped. This puts it somewhere behind Mac OS X (which is composed of picking a partition and installing, credentials are handled later) and well ahead of Windows since you don’t need a damn key.

The only thing about the Ubuntu installation procedure that ruffles my feathers is that it doesn’t do a very good job of simplifying the installation when you want to install on a new partition but it’s not the only empty partition. This is an artifact of how Linux handles its swapfile – while Windows and Mac OS X create a file on the same partition as the OS, Linux keeps its swapfile on a separate partition. There are some good reasons for doing this such as preventing fragmentation of the swapfile and always being able to place it after the OS (which puts it further out on the disk, for higher transfer rates) but the cost is ease of installation. Ubuntu’s easy installation modes are for when you want to install to a drive (and wipe away its contents in the process) or when you want to install in the largest empty chunk of unpartitioned space. Otherwise, you must play with GParted as part of the installation procedure.

This means the most efficient way to install Ubuntu if you aren’t installing on an entire disk or immediately have a single free chunk of space (and it’s the largest ) is to play with partitions ahead of time so that the area you wish to install to is the largest free area. It’s a roundabout way to install Ubuntu and can be particularly inconvenient if you’re setting up a fresh computer and intend to do more than just dual boot.

Once all of the steps are completed, Ubuntu begins installing and is over in a few minutes. Upon completion Ubuntu installs its bootloader of choice, GRUB, and quickly searches for other OS installations (primarily Windows) and adds those entries to the GRUB bootloader menu. When this is done, the customary reboot occurs and when the system comes back up you’re faced with the GRUB boot menu – you’re ready to use Ubuntu. Ubuntu doesn’t treat its first booting as anything special, and there are no welcome or registration screens to deal with(I’m looking at you, Apple). It boots up, and you can begin using it immediately. It’s refreshing, to say the least.

The actual amount of time required to install Ubuntu is only on the order of a few minutes, thanks in large part due to its dainty size. Ubuntu comes on a completely filled CD, weighing in at 700MB, while Windows Vista is on a DVD-5 at over 3GB, and Mac OS X is on a whopping DVD-9 at nearly 8GB. It’s the fast to download (not that you can download Windows/Mac OS X) and fast to install.

We’ll get to the applications in-depth in a bit, but I’d like to quickly touch on the default installation of Ubuntu. Inside that 700MB is not only the core components of the OS and a web browser, but the complete Open Office suite and Evolution email client too. You can literally install Ubuntu and do most common tasks without ever needing to install anything else beyond security and application updates. Consider the amount of time it takes to install Microsoft Office on a Windows machine or a Mac, and it’s that much more time saved. Canonical is getting the most out of the 700MB a CD can hold.

UI & Usability Applications: Web Browsing
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  • justniz - Wednesday, August 26, 2009 - link

    Maybe I'm missung something but this appears to be a new article.
    Why are you reviewing a year-old version of Ubuntu? there's been nearly 3 releases since that (Ubuntu is on 9.04 now with 9.10 coming very soon).
    Its important to review the most recent version as Ubuntu is totally unlike the Microsoft world in tnat new releases are frequent (Every 6 months) and have real practical improvements.
  • ioannis - Wednesday, August 26, 2009 - link

    I couldn't help myself, but...

    RTFA!!

    :-D

    PS: if you read the article, you will also get the joke ;)
  • nafhan - Wednesday, August 26, 2009 - link

    Great article. I look forward to reading the follow up.

    One comment on security that I would like to make. The commercial Linux vendors (IBM, Novell, Redhat, etc.) are all VERY dedicated to ensuring Linux security, as many/all of their server products use Linux, and changes they make will filter back down to the Linux desktop community. This is something that OSX does not have to nearly the same degree.

    My experience with running Linux on the desktop sounds pretty much the same as yours.
    -Games killed it in general. I don't usually have a top of the line system. So, I'm usually pushing my computer its limits to run newer games under Windows. Also, I hate dual booting, and most of the FOSS I use is available as a compiled binary for Windows.
    -Drivers killed it in one specific instance with an older laptop, as I never got NdisWrapper (required for my wifi cards Windows drivers) to run better than intermittently. I spent way to much time messing with it.
  • crimson117 - Wednesday, August 26, 2009 - link

    [quote]and for the price you’re only giving up official support.[/quote]

    Ubuntu doesn't have free official support, but neither does Microsoft. Apple does give 90 days free phone support, to their credit, but after that you have to pay.

    You can always hire an expert (from ms, or apple, or a third party) to help you, but that's also true with ubuntu, though I expect there are fewer such experts to be found.

    MS, Apple, and Ubuntu all offer free web-based help, both community maintained and "officially" maintained.

    So I think it's misleading to imply that going from Windows or Mac to Ubuntu means you're downgrading your support options. People overestimate just how "supported" their operating systems are. Also, Linux / Ubuntu releases fixes and updates much more quickly than Apple or MS, so your chances of hitting a bug is lower in the first place. (MS maintains a huge knowledgebase of bugs they haven't bothered to fix yet and might have a workaround for - but I hardly see that as a positive).
  • crimson117 - Wednesday, August 26, 2009 - link

    I'm probably being too hard on Apple here. The genius bar offers free 15 minute appointments to diagnose problems and offer software tips / advice.

    I'd say apple has the best "official" support, followed by a fuzzy tie between ubuntu and microsoft.
  • gordonsmall - Wednesday, August 26, 2009 - link

    While I have used computers for 20 years or more, I am not a techie. I am much more interested an experience that "just works".

    When Vista came out I decided to explore the Linux desktop world. I have been using it as my primary system (still keep the dual boot option for XP) for just under 2 years.

    I agree that "free" and security are big considerations for moving to a Linux desktop environment. However, there are some other items (and you might class them under security) that I like - because of the file structure, you don't have to periodically defrag your system. Both systems have a lot of updates, but so far I have not gotten the feeling that my Ubuntu system is gradually slowing down and clogging up with a lot of useless files (you don't see a lot of adds for such utilities as Registry Cleaners:). I no longer experience the MS ripple effect - when MS sneezes, other Windows apps may get a cold.

    That is not to say that there cannot be issues. My pet peeve has been that my sound has disappeared on a couple of occassions after downloading updates. Using Google, and the Ubuntu documentation, I have been able to get it back up - but wish that wouldn't happen. But Windows updates can on occassion cause some issues.

    I think you made a very valid point about the issue of tech support. Google has made a big difference in problem solving.

    Enjoyed your review.

    Gordon Small
  • yuchai - Wednesday, August 26, 2009 - link

    I've tried using Linux (usually Ubuntu) as a full replacement desktop on and off for the last few years. I've gone back to Windows every time after a while. Some key points:

    1. For my desktop usage, there honestly isn't anything that Linux does better, in terms of functionality, than Windows
    2. Windows is cheap enough that I do not mind spending the money on it. For the $100 that I spent for Vista 64 Home Premium OEM, it is quite worthwhile even if I only use it for 3 years. Yes, there are more apps out of the box for Linux, but it's usually easy to find freeware for Windows with the same functionality. Even Office is now pretty affordable with the Home & Office version.
    3. Games - Wine just doesn't cut it. When I want to play a new game, I want buy it and play it immediately! I do not want to have to do research to see whether some game would work on Wine even before I buy it. I do not want to spend hours troubleshooting on the internet if something doesn't work right.
    4. There's always something that you want to change in Linux that you can't figure out. Yes, usually the solution is on the internet. And I used to even enjoy spending time and looking for the solution. But, it eventually grew old. Now I just want things to work and keep working.

    Note that I do love Linux and actually have a server that doubles as a mythtv HTPC setup. It's a beautiful thing. I am comfortable with shell commands and frequently use SSH to perform multiple functions remotely. My opinions above is purely based on desktop usage.
  • cciemd - Wednesday, August 26, 2009 - link

    Great article, Ryan! Putting out some well written Linux articles really adds depth to your site. I have been reading this site daily for years and this article is prompting my first post.

    For future articles it would be great to see some Linux benchmarks in most of the hardware reviews. There are some excellent tools out there (check out http://www.phoronix-test-suite.com/)">http://www.phoronix-test-suite.com/). This would also give some closer apples-to-apples comparisons for Mac vs. Linux performance. I for one would LOVE to see SSD articles report some Linux (and Opensolaris/ZFS) benchmarks along with all the Windows tests.

    Users often don't realize how much they benefit daily from open source software. I don't think most Mac users realize all the OSX pieces that are used in the background for which Apple leverages open source code (Samba for SMB access and sharing, Webkit for Safari, etc.). Home NAS and enterprise storage which serve files in Windows environments are often *nix based.

    It is also a myth that open source means that developers aren't paid. Most enterprises recognize that implementing even commercial apps can require considerable internal development manpower. If enterprise developers can utilize open source code internally and contribute back to the code base, the companies save considerable money and benefit from a healthy software development ecosystem. There are thousands if not millions of developers employed to work on open source code.

    Please keep up the good work. I am looking for your next article.
  • Ryan Smith - Wednesday, August 26, 2009 - link

    Unfortunately the Phoronix Test Suite doesn't work under Windows, so it's of limited utility. It's something we may be able to work in to hardware reviews, but it's not really applicable to OS reviews.
  • chrone - Wednesday, August 26, 2009 - link

    what i'd like to see on the next ubuntu version is more softer and smoother graphic and font rendering. i hate the way gnome renders the graphic and font. they look old operating system. using the ms core font some how helps but not much.

    i know there's compiz and friends, but i just wish it comes by default, so no need to hassle with compiz and its setting. i wish it could be rendered softer and smoother such as in windows and mac osx.

    the look and feel should be tweaked more often! :D

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