3.1.1. Setting up a Linux Virtual Machine from Windows

3.1.1.1. Checking if Virtualization Technology is Enabled

While most PCs have CPUs that support running virtual machines (i.e. virtualization technology), it is possible that this feature has been disabled in your BIOS settings. If this is the case, then you will have to enable this technology in your BIOS settings.

First, check to see if virtualization technology is currently enabled on your computer by opening the Task Manager in Windows 8/10. Click on the Performance tab–from here you can see if virtualization technology is enabled.

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For Windows 7 or earlier you can download and run Microsoft’s Virtualization Detection Tool.

If enabled, you can continue on with installing a virtual machine on your PC. If virtualization is currently disabled, though, you will have to enable this from the BIOS setting on your computer. How to do this varies from PC to PC (we recommend doing a quick google search for your make/model, as there are many instructions for this online), but the basic steps are as follows:

  1. Restart the PC. As soon as the PC turns back on, enter the BIOS settings (this usually involves pressing the F2 or F12 keys, but will depend on your make/model). If you see the computer loading Windows then you have missed the opportunity, and should restart the PC to try again. If Secure Boot is enabled on your PC then there may be additional steps to reaching the BIOS settings (for example see these instructions).

  2. From the BIOS settings, find the section on virtualization, and enable the virtualization technology. Save these changes and restart the PC.

For more information, please see online tutorials like this one here.

Note that changing your BIOS settings can be risky, so follow online tutorials carefully. If you are unsure of what to do even after looking for online tutorials, consider following the instructions for installing RMG inside the Linux subsystem in Windows 10 (Installing RMG in the Linux Subsystem on Windows 10)

3.1.1.2. Downloading a Linux .iso File

If this is your first time using a Linux operating system, we recommend using Ubuntu 18.04, as it is one of the most popular Linux distributions out there, with plenty of support available online. Otherwise you are welcome to try out any other Linux distribution you like (see Linux DistroWatch).

  1. Go to the Ubuntu website and click on the download link for 18.04 LTS (Desktop, not Server). Note that newer versions of Ubuntu might be available, but we recommend downloading only the LTS (long term support) versions. Note that Ubuntu is completely free to download and use, so you do not need to make a donation if prompted.

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  1. The .iso file is typically around 2 GB in size, so the file will take a while to download. While this is happening, feel free to proceed with the remaining sections.

3.1.1.3. Choosing a VM Software

There a quite a few software options for running a virtual machine from Windows, including VMware Workstation Pro and Oracle VirtualBox. VMware Workstation Pro is the recommended choice, though check to see if your institution has access to it (since it is not free). If not, VirtualBox (which is free) runs well and will work just as fine. Use the hyperlinks below to jump ahead to the setup instructions for the virtual machine software of your choice.

Setting up a Linux Virtual Machine using Workstation Pro

Setting up a Linux Virtual Machine using VirtualBox

3.1.1.4. Setting up a Linux Virtual Machine using Workstation Pro

  1. Follow your institution’s instructions for downloading VMware Workstation Pro and obtaining the required license key.

  2. At the end of the installation process for Workstation Pro, remember to enter in the required license key.

    ../../../_images/VMware_license.png
  3. From Workstation Pro click on the Create a New Virtual Machine icon.

    ../../../_images/VMware_new.png
  4. Choose a typical installation.

    ../../../_images/VMware_typical.png
  5. On the Guest Operating System Installation page, choose Installer disc image file (iso) and browse for the Ubuntu .iso file you downloaded previously. If found correctly you should see a message indicating that an Ubuntu operating system was detected.

    ../../../_images/VMware_iso.png
  6. On the Specify Disk Capacity page create a disk with no smaller than 50 GB.

    ../../../_images/VMware_disk.png
  7. At some point after finishing the install, you will want to go into the settings of the VM and increase the number of CPUs allocated to the VM as well as increasing the memory.

  8. To continue with installing RMG, follow the instructions for Linux and Mac OSX systems.

3.1.1.5. Setting up a Linux Virtual Machine using VirtualBox

  1. Go to the Oracle VirtualBox website and click on the download link for “Windows hosts” (highlighted orange in the image below)

    ../../../_images/VirtualBoxDownload.png
  2. Once the download is complete, launch the executable. Select the “Next” button a few times to install VirtualBox with the default settings. If prompted download any necessary drivers. After installation, launch VirtualBox.

    ../../../_images/VBoxInstall_1.png ../../../_images/VBoxInstall_2.png ../../../_images/VBoxInstall_3.png ../../../_images/VBoxInstall_4.png ../../../_images/VBoxInstall_5.png ../../../_images/VBoxInstall_6.png
  3. From the VirtualBox Manager window, click on the blue star labeled “New” to begin creating your Linux virtual machine.

    ../../../_images/VBoxNew.png
  4. Give your new virtual machine a name (it can be anything you want, so long as you can recognize it by its name). Make sure that the Type is set to Linux and that the version is set to Ubuntu (64-bit). Then click “Next”.

    ../../../_images/VBox_VM_name.png
  5. Move the slider for the memory size to the far right of the green section, giving your VM as much memory as you can without leaving too little for the host (Windows) OS.

    ../../../_images/VBox_memory.png
  6. Create a virtual hard disk to store the data for your Linux VM by selecting Create a virtual hard disk now.

    ../../../_images/VBox_create_hard_disk.png
  7. Choose VDI as the virtual hard disk type.

    ../../../_images/VBox_VDI.png
  8. Choose Dynamically allocated as the storage type, so that your virtual hard disk does not take up more space than it needs to.

    ../../../_images/VBox_dynamic_storage.png
  9. Set the size of the virtual hard disk to be no smaller than 50 GB. If you chose dynamically allocated in the previous step the full 50 GB won’t be used initially anyways.

    ../../../_images/VBox_disk_size.png
  10. Click on the yellow gear labeled Settings.

    ../../../_images/VBox_Settings.png
  11. From the System menu (left column), go to the Processor tab and increase the number of CPUs all the way to the right side of the green region.

    ../../../_images/VBox_cpus.png
  12. From the Display menu, go to the Screen tab and max out the video memory.

    ../../../_images/VBox_video_mem.png
  13. From the Storage menu, click on the Adds optical drive icon (blue circle right next to Controller: IDE to add the Ubuntu .iso file to the virtual machine.

    ../../../_images/VBox_IDE.png ../../../_images/VBox_optical_disk.png ../../../_images/VBox_browse_for_disk.png ../../../_images/VBox_choose_iso_1.png
  14. Click “OK” to save all of the changes.

    ../../../_images/VBox_IDE_complete.png
  15. Click on the green “Start” arrow to begin installing the Linux OS in your virtual machine

    ../../../_images/VBox_Start.png ../../../_images/VBox_Install_Ubuntu.png ../../../_images/VBox_Normal_Install.png
  16. When you get to the page below, choose the option to Erase disk and install Ubuntu. You can safely ignore the warning about this deleting all of your programs and data. This warning pertains ONLY to the blank virtual hard disk you created earlier. There is nothing you can do here that will delete your data on your host (Windows) system.

    ../../../_images/VBox_Erase_Disk_Okay.png ../../../_images/VBox_partitions.png
  17. Continue with the installation, choosing a good username (we recommend choosing the same username as the one you use on your host OS or for your institution for example) and password (you may optionally select to login automatically on startup).

  18. After installation is complete, the virtual machine should be up and running. To continue with installing RMG, follow the instructions either for binary (Binary Installation Using Anaconda for Unix-Based Systems: Linux and Mac OSX) or source installation (Installation by Source Using Anaconda Environment for Unix-based Systems: Linux and Mac OSX) for the Linux Operating system.