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