VirtualBox

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1<?xml version="1.0" encoding="UTF-8"?>
2<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
3"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd">
4<chapter>
5 <title id="Introduction">First steps</title>
6
7 <para>Welcome to $VBOX_PRODUCT!</para>
8
9 <para>VirtualBox is a cross-platform virtualization application. What does
10 that mean? For one thing, it installs on your existing Intel or AMD-based
11 computers, whether they are running Windows, Mac, Linux or Solaris operating
12 systems. Secondly, it extends the capabilities of your existing computer so
13 that it can run multiple operating systems (inside multiple virtual
14 machines) at the same time. So, for example, you can run Windows and Linux
15 on your Mac, run Windows Server 2008 on your Linux server, run Linux on your
16 Windows PC, and so on, all alongside your existing applications. You can
17 install and run as many virtual machines as you like -- the only practical
18 limits are disk space and memory.</para>
19
20 <para>VirtualBox is deceptively simple yet also very powerful. It can run
21 everywhere from small embedded systems or desktop class machines all the way
22 up to datacenter deployments and even Cloud environments.</para>
23
24 <para>The following screenshot shows you how VirtualBox, installed on a Mac
25 computer, is running Windows 7 in a virtual machine window:</para>
26
27 <para><mediaobject>
28 <imageobject>
29 <imagedata align="center" fileref="images/vm-vista-running.png"
30 width="14cm" />
31 </imageobject>
32 </mediaobject></para>
33
34 <para>In this User Manual, we'll begin simply with a quick introduction to
35 virtualization and how to get your first virtual machine running with the
36 easy-to-use VirtualBox graphical user interface. Subsequent chapters will go
37 into much more detail covering more powerful tools and features, but
38 fortunately, it is not necessary to read the entire User Manual before you
39 can use VirtualBox.</para>
40
41 <para>You can find a summary of VirtualBox's capabilities in <xref
42 linkend="features-overview" />. For existing VirtualBox users who just want
43 to see what's new in this release, there is a detailed list in <xref
44 linkend="ChangeLog" />.</para>
45
46 <sect1>
47 <title>Why is virtualization useful?</title>
48
49 <para>The techniques and features that VirtualBox provides are useful for
50 several scenarios:</para>
51
52 <itemizedlist>
53 <listitem>
54 <para><emphasis role="bold">Running multiple operating systems
55 simultaneously.</emphasis> VirtualBox allows you to run more than one
56 operating system at a time. This way, you can run software written for
57 one operating system on another (for example, Windows software on
58 Linux or a Mac) without having to reboot to use it. Since you can
59 configure what kinds of "virtual" hardware should be presented to each
60 such operating system, you can install an old operating system such as
61 DOS or OS/2 even if your real computer's hardware is no longer
62 supported by that operating system.</para>
63 </listitem>
64
65 <listitem>
66 <para><emphasis role="bold">Easier software installations.</emphasis>
67 Software vendors can use virtual machines to ship entire software
68 configurations. For example, installing a complete mail server
69 solution on a real machine can be a tedious task. With VirtualBox,
70 such a complex setup (then often called an "appliance") can be packed
71 into a virtual machine. Installing and running a mail server becomes
72 as easy as importing such an appliance into VirtualBox.</para>
73 </listitem>
74
75 <listitem>
76 <para><emphasis role="bold">Testing and disaster recovery.</emphasis>
77 Once installed, a virtual machine and its virtual hard disks can be
78 considered a "container" that can be arbitrarily frozen, woken up,
79 copied, backed up, and transported between hosts.</para>
80
81 <para>On top of that, with the use of another VirtualBox feature
82 called "snapshots", one can save a particular state of a virtual
83 machine and revert back to that state, if necessary. This way, one can
84 freely experiment with a computing environment. If something goes
85 wrong (e.g. after installing misbehaving software or infecting the
86 guest with a virus), one can easily switch back to a previous snapshot
87 and avoid the need of frequent backups and restores.</para>
88
89 <para>Any number of snapshots can be created, allowing you to travel
90 back and forward in virtual machine time. You can delete snapshots
91 while a VM is running to reclaim disk space.</para>
92 </listitem>
93
94 <listitem>
95 <para><emphasis role="bold">Infrastructure consolidation.</emphasis>
96 Virtualization can significantly reduce hardware and electricity
97 costs. Most of the time, computers today only use a fraction of their
98 potential power and run with low average system loads. A lot of
99 hardware resources as well as electricity is thereby wasted. So,
100 instead of running many such physical computers that are only
101 partially used, one can pack many virtual machines onto a few powerful
102 hosts and balance the loads between them.</para>
103 </listitem>
104 </itemizedlist>
105 </sect1>
106
107 <sect1>
108 <title id="virtintro">Some terminology</title>
109
110 <para>When dealing with virtualization (and also for understanding the
111 following chapters of this documentation), it helps to acquaint oneself
112 with a bit of crucial terminology, especially the following terms:</para>
113
114 <glosslist>
115 <glossentry>
116 <glossterm>Host operating system (host OS).</glossterm>
117
118 <glossdef>
119 <para>This is the operating system of the physical computer on which
120 VirtualBox was installed. There are versions of VirtualBox for
121 Windows, Mac OS X, Linux and Solaris hosts; for details, please see
122 <xref linkend="hostossupport" />.</para>
123
124 <para>Most of the time, this User Manual discusses all VirtualBox
125 versions together. There may be platform-specific differences which
126 we will point out where appropriate.</para>
127 </glossdef>
128 </glossentry>
129
130 <glossentry>
131 <glossterm>Guest operating system (guest OS).</glossterm>
132
133 <glossdef>
134 <para>This is the operating system that is running inside the
135 virtual machine. Theoretically, VirtualBox can run any x86 operating
136 system (DOS, Windows, OS/2, FreeBSD, OpenBSD), but to achieve
137 near-native performance of the guest code on your machine, we had to
138 go through a lot of optimizations that are specific to certain
139 operating systems. So while your favorite operating system
140 <emphasis>may</emphasis> run as a guest, we officially support and
141 optimize for a select few (which, however, include the most common
142 ones).</para>
143
144 <para>See <xref linkend="guestossupport" /> for details.</para>
145 </glossdef>
146 </glossentry>
147
148 <glossentry>
149 <glossterm>Virtual machine (VM).</glossterm>
150
151 <glossdef>
152 <para>This is the special environment that VirtualBox creates for
153 your guest operating system while it is running. In other words, you
154 run your guest operating system "in" a VM. Normally, a VM will be
155 shown as a window on your computer's desktop, but depending on which
156 of the various frontends of VirtualBox you use, it can be displayed
157 in full-screen mode or remotely on another computer.</para>
158
159 <para>In a more abstract way, internally, VirtualBox thinks of a VM
160 as a set of parameters that determine its behavior. They include
161 hardware settings (how much memory the VM should have, what hard
162 disks VirtualBox should virtualize through which container files,
163 what CDs are mounted etc.) as well as state information (whether the
164 VM is currently running, saved, its snapshots etc.). These settings
165 are mirrored in the VirtualBox Manager window as well as the
166 <computeroutput>VBoxManage</computeroutput> command line program;
167 see <xref linkend="vboxmanage" />. In other words, a VM is also what
168 you can see in its settings dialog.</para>
169 </glossdef>
170 </glossentry>
171
172 <glossentry>
173 <glossterm>Guest Additions.</glossterm>
174
175 <glossdef>
176 <para>This refers to special software packages which are shipped
177 with VirtualBox but designed to be installed
178 <emphasis>inside</emphasis> a VM to improve performance of the guest
179 OS and to add extra features. This is described in detail in <xref
180 linkend="guestadditions" />.</para>
181 </glossdef>
182 </glossentry>
183 </glosslist>
184 </sect1>
185
186 <sect1 id="features-overview">
187 <title>Features overview</title>
188
189 <para>Here's a brief outline of VirtualBox's main features:</para>
190
191 <itemizedlist>
192 <listitem>
193 <para><emphasis role="bold">Portability.</emphasis> VirtualBox runs on
194 a large number of 32-bit and 64-bit host operating systems (again, see
195 <xref linkend="hostossupport" /> for details).</para>
196
197 <para>VirtualBox is a so-called "hosted" hypervisor (sometimes
198 referred to as a "type 2" hypervisor). Whereas a "bare-metal" or "type
199 1" hypervisor would run directly on the hardware, VirtualBox requires
200 an existing operating system to be installed. It can thus run
201 alongside existing applications on that host.</para>
202
203 <para>To a very large degree, VirtualBox is functionally identical on
204 all of the host platforms, and the same file and image formats are
205 used. This allows you to run virtual machines created on one host on
206 another host with a different host operating system; for example, you
207 can create a virtual machine on Windows and then run it under
208 Linux.</para>
209
210 <para>In addition, virtual machines can easily be imported and
211 exported using the Open Virtualization Format (OVF, see <xref
212 linkend="ovf" />), an industry standard created for this purpose. You
213 can even import OVFs that were created with a different virtualization
214 software.</para>
215 </listitem>
216
217 <listitem>
218 <para><emphasis role="bold">No hardware virtualization
219 required.</emphasis> For many scenarios, VirtualBox does not require
220 the processor features built into newer hardware like Intel VT-x or
221 AMD-V. As opposed to many other virtualization solutions, you can
222 therefore use VirtualBox even on older hardware where these features
223 are not present. The technical details are explained in <xref
224 linkend="hwvirt" />.</para>
225 </listitem>
226
227 <listitem>
228 <para><emphasis role="bold">Guest Additions: shared folders, seamless
229 windows, 3D virtualization.</emphasis> The VirtualBox Guest Additions
230 are software packages which can be installed
231 <emphasis>inside</emphasis> of supported guest systems to improve
232 their performance and to provide additional integration and
233 communication with the host system. After installing the Guest
234 Additions, a virtual machine will support automatic adjustment of
235 video resolutions, seamless windows, accelerated 3D graphics and more.
236 The Guest Additions are described in detail in <xref
237 linkend="guestadditions" />.</para>
238
239 <para>In particular, Guest Additions provide for "shared folders",
240 which let you access files from the host system from within a guest
241 machine. Shared folders are described in <xref
242 linkend="sharedfolders" />.</para>
243 </listitem>
244
245 <listitem>
246 <para><emphasis role="bold">Great hardware support.</emphasis> Among
247 others, VirtualBox supports:</para>
248
249 <itemizedlist>
250 <listitem>
251 <para><emphasis role="bold">Guest multiprocessing
252 (SMP).</emphasis> VirtualBox can present up to 32 virtual CPUs to
253 each virtual machine, irrespective of how many CPU cores are
254 physically present on your host.</para>
255 </listitem>
256
257 <listitem>
258 <para><emphasis role="bold">USB device support.</emphasis>
259 VirtualBox implements a virtual USB controller and allows you to
260 connect arbitrary USB devices to your virtual machines without
261 having to install device-specific drivers on the host. USB support
262 is not limited to certain device categories. For details, see
263 <xref linkend="settings-usb" />.</para>
264 </listitem>
265
266 <listitem>
267 <para><emphasis role="bold">Hardware compatibility.</emphasis>
268 VirtualBox virtualizes a vast array of virtual devices, among them
269 many devices that are typically provided by other virtualization
270 platforms. That includes IDE, SCSI and SATA hard disk controllers,
271 several virtual network cards and sound cards, virtual serial and
272 parallel ports and an Input/Output Advanced Programmable Interrupt
273 Controller (I/O APIC), which is found in many modern PC systems.
274 This eases cloning of PC images from real machines and importing
275 of third-party virtual machines into VirtualBox.</para>
276 </listitem>
277
278 <listitem>
279 <para><emphasis role="bold">Full ACPI support.</emphasis> The
280 Advanced Configuration and Power Interface (ACPI) is fully
281 supported by VirtualBox. This eases cloning of PC images from real
282 machines or third-party virtual machines into VirtualBox. With its
283 unique <emphasis role="bold">ACPI power status support,</emphasis>
284 VirtualBox can even report to ACPI-aware guest operating systems
285 the power status of the host. For mobile systems running on
286 battery, the guest can thus enable energy saving and notify the
287 user of the remaining power (e.g. in fullscreen modes).</para>
288 </listitem>
289
290 <listitem>
291 <para><emphasis role="bold">Multiscreen resolutions.</emphasis>
292 VirtualBox virtual machines support screen resolutions many times
293 that of a physical screen, allowing them to be spread over a large
294 number of screens attached to the host system.</para>
295 </listitem>
296
297 <listitem>
298 <para><emphasis role="bold">Built-in iSCSI support.</emphasis>
299 This unique feature allows you to connect a virtual machine
300 directly to an iSCSI storage server without going through the host
301 system. The VM accesses the iSCSI target directly without the
302 extra overhead that is required for virtualizing hard disks in
303 container files. For details, see <xref
304 linkend="storage-iscsi" />.</para>
305 </listitem>
306
307 <listitem>
308 <para><emphasis role="bold">PXE Network boot.</emphasis> The
309 integrated virtual network cards of VirtualBox fully support
310 remote booting via the Preboot Execution Environment (PXE).</para>
311 </listitem>
312 </itemizedlist>
313 </listitem>
314
315 <listitem>
316 <para><emphasis role="bold">Multigeneration branched
317 snapshots.</emphasis> VirtualBox can save arbitrary snapshots of the
318 state of the virtual machine. You can go back in time and revert the
319 virtual machine to any such snapshot and start an alternative VM
320 configuration from there, effectively creating a whole snapshot tree.
321 For details, see <xref linkend="snapshots" />. You can create and
322 delete snapshots while the virtual machine is running.</para>
323 </listitem>
324
325 <listitem>
326 <para><emphasis role="bold">Clean architecture; unprecedented
327 modularity.</emphasis> VirtualBox has an extremely modular design with
328 well-defined internal programming interfaces and a clean separation of
329 client and server code. This makes it easy to control it from several
330 interfaces at once: for example, you can start a VM simply by clicking
331 on a button in the VirtualBox graphical user interface and then
332 control that machine from the command line, or even remotely. See
333 <xref linkend="frontends" /> for details.</para>
334
335 <para>Due to its modular architecture, VirtualBox can also expose its
336 full functionality and configurability through a comprehensive
337 <emphasis role="bold">software development kit (SDK),</emphasis> which
338 allows for integrating every aspect of VirtualBox with other software
339 systems. Please see <xref linkend="VirtualBoxAPI" /> for
340 details.</para>
341 </listitem>
342
343 <listitem>
344 <para><emphasis role="bold">Remote machine display.</emphasis> The
345 VirtualBox Remote Desktop Extension (VRDE) allows for high-performance
346 remote access to any running virtual machine. This extension supports
347 the Remote Desktop Protocol (RDP) originally built into Microsoft
348 Windows, with special additions for full client USB support.</para>
349
350 <para>The VRDE does not rely on the RDP server that is built into
351 Microsoft Windows; instead, it is plugged directly into the
352 virtualization layer. As a result, it works with guest operating
353 systems other than Windows (even in text mode) and does not require
354 application support in the virtual machine either. The VRDE is
355 described in detail in <xref linkend="vrde" />.</para>
356
357 <para>On top of this special capacity, VirtualBox offers you more
358 unique features:<itemizedlist>
359 <listitem>
360 <para><emphasis role="bold">Extensible RDP
361 authentication.</emphasis> VirtualBox already supports Winlogon
362 on Windows and PAM on Linux for RDP authentication. In addition,
363 it includes an easy-to-use SDK which allows you to create
364 arbitrary interfaces for other methods of authentication; see
365 <xref linkend="vbox-auth" /> for details.</para>
366 </listitem>
367
368 <listitem>
369 <para><emphasis role="bold">USB over RDP.</emphasis> Via RDP
370 virtual channel support, VirtualBox also allows you to connect
371 arbitrary USB devices locally to a virtual machine which is
372 running remotely on a VirtualBox RDP server; see <xref
373 linkend="usb-over-rdp" /> for details.</para>
374 </listitem>
375 </itemizedlist></para>
376 </listitem>
377 </itemizedlist>
378 </sect1>
379
380 <sect1>
381 <title id="hostossupport">Supported host operating systems</title>
382
383 <para>Currently, VirtualBox runs on the following host operating
384 systems:</para>
385
386 <itemizedlist>
387 <listitem>
388 <para><emphasis role="bold">Windows</emphasis> hosts:<itemizedlist>
389 <listitem>
390 <para>Windows XP, all service packs (32-bit)</para>
391 </listitem>
392
393 <listitem>
394 <para>Windows Server 2003 (32-bit)</para>
395 </listitem>
396
397 <listitem>
398 <para>Windows Vista (32-bit and 64-bit<footnote>
399 <para>Support for 64-bit Windows was added with VirtualBox
400 1.5.</para>
401 </footnote>).</para>
402 </listitem>
403
404 <listitem>
405 <para>Windows Server 2008 (32-bit and 64-bit)</para>
406 </listitem>
407
408 <listitem>
409 <para>Windows 7 (32-bit and 64-bit)</para>
410 </listitem>
411 </itemizedlist></para>
412 </listitem>
413
414 <listitem>
415 <para><emphasis role="bold">Mac OS X</emphasis> hosts:<footnote>
416 <para>Preliminary Mac OS X support (beta stage) was added with
417 VirtualBox 1.4, full support with 1.6. Mac OS X 10.4 (Tiger)
418 support was removed with VirtualBox 3.1.</para>
419 </footnote></para>
420
421 <itemizedlist>
422 <listitem>
423 <para>10.5 (Leopard, 32-bit)</para>
424 </listitem>
425
426 <listitem>
427 <para>10.6 (Snow Leopard, 32-bit and 64-bit)</para>
428 </listitem>
429 </itemizedlist>
430
431 <para>Intel hardware is required; please see <xref
432 linkend="KnownIssues" /> also.</para>
433 </listitem>
434
435 <listitem>
436 <para><emphasis role="bold">Linux</emphasis> hosts (32-bit and
437 64-bit<footnote>
438 <para>Support for 64-bit Linux was added with VirtualBox
439 1.4.</para>
440 </footnote>). Among others, this includes:<itemizedlist>
441 <listitem>
442 <para>Ubuntu 6.06 ("Dapper Drake"), 6.10 ("Edgy Eft"), 7.04
443 ("Feisty Fawn"), 7.10 ("Gutsy Gibbon"), 8.04 ("Hardy Heron"),
444 8.10 ("Intrepid Ibex"), 9.04 ("Jaunty Jackalope"), 9.10 ("Karmic
445 Koala"), 10.04 ("Lucid Lynx"), 10.10 ("Maverick Meerkat).</para>
446 </listitem>
447
448 <listitem>
449 <para>Debian GNU/Linux 3.1 ("sarge"), 4.0 ("etch"), 5.0
450 ("lenny") and 6.0 ("squeeze")</para>
451 </listitem>
452
453 <listitem>
454 <para>Oracle Enterprise Linux 4 and 5, Oracle Linux 6</para>
455 </listitem>
456
457 <listitem>
458 <para>Redhat Enterprise Linux 4, 5 and 6</para>
459 </listitem>
460
461 <listitem>
462 <para>Fedora Core 4 to 14</para>
463 </listitem>
464
465 <listitem>
466 <para>Gentoo Linux</para>
467 </listitem>
468
469 <listitem>
470 <para>SUSE Linux 9, 10 and 11, openSUSE 10.3, 11.0, 11.1, 11.2,
471 11.3</para>
472 </listitem>
473
474 <listitem>
475 <para>Mandriva 2007.1, 2008.0, 2009.1, 2010.0 and 2010.1</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" />. However,
482 the formally tested and supported Linux distributions are those for
483 which we offer a dedicated package.</para>
484
485 <para>Note that starting with VirtualBox 2.1, Linux 2.4-based host
486 operating systems are no longer supported.</para>
487 </listitem>
488
489 <listitem>
490 <para><emphasis role="bold">Solaris</emphasis> hosts (32-bit and
491 64-bit) are supported with the restrictions listed in <xref
492 linkend="KnownIssues" />:<itemizedlist>
493 <listitem>
494 <para>Solaris 11 Express (Nevada build 86 and higher,
495 OpenSolaris 2008.05 and higher)</para>
496 </listitem>
497
498 <listitem>
499 <para>Solaris 10 (u8 and higher)</para>
500 </listitem>
501 </itemizedlist></para>
502 </listitem>
503 </itemizedlist>
504 </sect1>
505
506 <sect1 id="intro-installing">
507 <title>Installing VirtualBox and extension packs</title>
508
509 <para>VirtualBox comes in many different packages, and installation
510 depends on your host operating system. If you have installed software
511 before, installation should be straightforward: on each host platform,
512 VirtualBox uses the installation method that is most common and easy to
513 use. If you run into trouble or have special requirements, please refer to
514 <xref linkend="installation" /> for details about the various installation
515 methods.</para>
516
517 <para>Starting with version 4.0, VirtualBox is split into several
518 components.<orderedlist>
519 <listitem>
520 <para>The base package consists of all open-source components and is
521 licensed under the GNU General Public License V2.</para>
522 </listitem>
523
524 <listitem>
525 <para>Additional extension packs can be downloaded which extend the
526 functionality of the VirtualBox base package. Currently, Oracle
527 provides the one extension pack, which can be found at <ulink
528 url="http://www.virtualbox.org">http://www.virtualbox.org</ulink>
529 and provides the following added functionality:<orderedlist>
530 <listitem>
531 <para>The virtual USB 2.0 (EHCI) device; see <xref
532 linkend="settings-usb" />.</para>
533 </listitem>
534
535 <listitem>
536 <para>VirtualBox Remote Desktop Protocol (VRDP) support; see
537 <xref linkend="vrde" />.</para>
538 </listitem>
539
540 <listitem>
541 <para>Intel PXE boot ROM with support for the E1000 network
542 card.</para>
543 </listitem>
544
545 <listitem>
546 <para>Experimental support for PCI passthrough on Linux hosts;
547 see <xref linkend="pcipassthrough" />.</para>
548 </listitem>
549 </orderedlist></para>
550
551 <para>VirtualBox extension packages have a
552 <computeroutput>.vbox-extpack</computeroutput> file name extension.
553 To install an extension, simply double-click on the package file,
554 and the VirtualBox Manager will guide you through the required
555 steps.</para>
556
557 <para>To view the extension packs that are currently installed,
558 please start the VirtualBox Manager (see the next section). From the
559 "File" menu, please select "Preferences". In the window that shows
560 up, go to the "Extensions" category which shows you the extensions
561 which are currently installed and allows you to remove a package or
562 add a new one.</para>
563
564 <para>Alternatively you can use VBoxManage on the command line: see
565 <xref linkend="vboxmanage-extpack" /> for details.</para>
566 </listitem>
567 </orderedlist></para>
568 </sect1>
569
570 <sect1>
571 <title>Starting VirtualBox</title>
572
573 <para>After installation, you can start VirtualBox as
574 follows:<itemizedlist>
575 <listitem>
576 <para>On a Windows host, in the standard "Programs" menu, click on
577 the item in the "VirtualBox" group. On Vista or Windows 7, you can
578 also type "VirtualBox" in the search box of the "Start" menu.</para>
579 </listitem>
580
581 <listitem>
582 <para>On a Mac OS X host, in the Finder, double-click on the
583 "VirtualBox" item in the "Applications" folder. (You may want to
584 drag this item onto your Dock.)</para>
585 </listitem>
586
587 <listitem>
588 <para>On a Linux or Solaris host, depending on your desktop
589 environment, a "VirtualBox" item may have been placed in either the
590 "System" or "System Tools" group of your "Applications" menu.
591 Alternatively, you can type
592 <computeroutput>VirtualBox</computeroutput> in a terminal.</para>
593 </listitem>
594 </itemizedlist></para>
595
596 <para>When you start VirtualBox for the first time, a window like the
597 following should come up:</para>
598
599 <para><mediaobject>
600 <imageobject>
601 <imagedata align="center" fileref="images/virtualbox-main-empty.png"
602 width="10cm" />
603 </imageobject>
604 </mediaobject>This window is called the <emphasis
605 role="bold">"VirtualBox Manager".</emphasis> On the left, you can see a
606 pane that will later list all your virtual machines. Since you have not
607 created any, the list is empty. A row of buttons above it allows you to
608 create new VMs and work on existing VMs, once you have some. The pane on
609 the right displays the properties of the virtual machine currently
610 selected, if any. Again, since you don't have any machines yet, the pane
611 displays a welcome message.</para>
612
613 <para>To give you an idea what VirtualBox might look like later, after you
614 have created many machines, here's another example:</para>
615
616 <para><mediaobject>
617 <imageobject>
618 <imagedata align="center" fileref="images/virtualbox-main.png"
619 width="10cm" />
620 </imageobject>
621 </mediaobject></para>
622 </sect1>
623
624 <sect1 id="gui-createvm">
625 <title>Creating your first virtual machine</title>
626
627 <para>Click on the "New" button at the top of the VirtualBox Manager
628 window. A wizard will pop up to guide you through setting up a new virtual
629 machine (VM):</para>
630
631 <para><mediaobject>
632 <imageobject>
633 <imagedata align="center" fileref="images/create-vm-1.png"
634 width="10cm" />
635 </imageobject>
636 </mediaobject>On the following pages, the wizard will ask you for the
637 bare minimum of information that is needed to create a VM, in
638 particular:<orderedlist>
639 <listitem>
640 <para>The <emphasis role="bold">VM name</emphasis> will later be
641 shown in the VM list of the VirtualBox Manager window, and it will
642 be used for the VM's files on disk. Even though any name could be
643 used, keep in mind that once you have created a few VMs, you will
644 appreciate if you have given your VMs rather informative names; "My
645 VM" would thus be less useful than "Windows XP SP2 with
646 OpenOffice".</para>
647 </listitem>
648
649 <listitem>
650 <para>For <emphasis role="bold">"Operating System Type",</emphasis>
651 select the operating system that you want to install later. The
652 supported operating systems are grouped; if you want to install
653 something very unusual that is not listed, select "Other". Depending
654 on your selection, VirtualBox will enable or disable certain VM
655 settings that your guest operating system may require. This is
656 particularly important for 64-bit guests (see <xref
657 linkend="intro-64bitguests" />). It is therefore recommended to
658 always set it to the correct value.</para>
659 </listitem>
660
661 <listitem>
662 <para>On the next page, select the <emphasis role="bold">memory
663 (RAM)</emphasis> that VirtualBox should allocate every time the
664 virtual machine is started. The amount of memory given here will be
665 taken away from your host machine and presented to the guest
666 operating system, which will report this size as the (virtual)
667 computer's installed RAM.</para>
668
669 <para><note>
670 <para>Choose this setting carefully! The memory you give to the
671 VM will not be available to your host OS while the VM is
672 running, so do not specify more than you can spare. For example,
673 if your host machine has 1 GB of RAM and you enter 512 MB as the
674 amount of RAM for a particular virtual machine, while that VM is
675 running, you will only have 512 MB left for all the other
676 software on your host. If you run two VMs at the same time, even
677 more memory will be allocated for the second VM (which may not
678 even be able to start if that memory is not available). On the
679 other hand, you should specify as much as your guest OS (and
680 your applications) will require to run properly.</para>
681 </note></para>
682
683 <para>A Windows XP guest will require at least a few hundred MB RAM
684 to run properly, and Windows Vista will even refuse to install with
685 less than 512 MB. Of course, if you want to run graphics-intensive
686 applications in your VM, you may require even more RAM.</para>
687
688 <para>So, as a rule of thumb, if you have 1 GB of RAM or more in
689 your host computer, it is usually safe to allocate 512 MB to each
690 VM. But, in any case, make sure you always have at least 256 to 512
691 MB of RAM left on your host operating system. Otherwise you may
692 cause your host OS to excessively swap out memory to your hard disk,
693 effectively bringing your host system to a standstill.</para>
694
695 <para>As with the other settings, you can change this setting later,
696 after you have created the VM.</para>
697 </listitem>
698
699 <listitem>
700 <para>Next, you must specify a <emphasis role="bold">virtual hard
701 disk</emphasis> for your VM.</para>
702
703 <para>There are many and potentially complicated ways in which
704 VirtualBox can provide hard disk space to a VM (see <xref
705 linkend="storage" /> for details), but the most common way is to use
706 a large image file on your "real" hard disk, whose contents
707 VirtualBox presents to your VM as if it were a complete hard disk.
708 This file represents an entire hard disk then, so you can even copy
709 it to another host and use it with another VirtualBox
710 installation.</para>
711
712 <para>The wizard shows you the following window:</para>
713
714 <para><mediaobject>
715 <imageobject>
716 <imagedata align="center" fileref="images/create-vm-2.png"
717 width="10cm" />
718 </imageobject>
719 </mediaobject></para>
720
721 <para>Here you have the following options:</para>
722
723 <para><itemizedlist>
724 <listitem>
725 <para>To create a new, empty virtual hard disk, press the
726 <emphasis role="bold">"New"</emphasis> button.</para>
727 </listitem>
728
729 <listitem>
730 <para>You can pick an <emphasis
731 role="bold">existing</emphasis> disk image file.</para>
732
733 <para>The <emphasis role="bold">drop-down list</emphasis>
734 presented in the window contains all disk images which are
735 currently remembered by VirtualBox, probably because they are
736 currently attached to a virtual machine (or have been in the
737 past).</para>
738
739 <para>Alternatively, you can click on the small <emphasis
740 role="bold">folder button</emphasis> next to the drop-down
741 list to bring up a standard file dialog, which allows you to
742 pick any disk image file on your host disk.</para>
743 </listitem>
744 </itemizedlist>Most probably, if you are using VirtualBox for the
745 first time, you will want to create a new disk image. Hence, press
746 the "New" button.</para>
747
748 <para>This brings up another window, the <emphasis
749 role="bold">"Create New Virtual Disk Wizard",</emphasis> which helps
750 you create a new disk image file in the new virtual machine's
751 folder.</para>
752
753 <para>VirtualBox supports two types of image files:<itemizedlist>
754 <listitem>
755 <para>A <emphasis role="bold">dynamically allocated
756 file</emphasis> will only grow in size when the guest actually
757 stores data on its virtual hard disk. It will therefore
758 initially be small on the host hard drive and only later grow
759 to the size specified as it is filled with data.</para>
760 </listitem>
761
762 <listitem>
763 <para>A <emphasis role="bold">fixed-size file</emphasis> will
764 immediately occupy the file specified, even if only a fraction
765 of the virtual hard disk space is actually in use. While
766 occupying much more space, a fixed-size file incurs less
767 overhead and is therefore slightly faster than a dynamically
768 allocated file.</para>
769 </listitem>
770 </itemizedlist></para>
771
772 <para>For details about the differences, please refer to <xref
773 linkend="vdidetails" />.</para>
774
775 <para>To prevent your physical hard disk from running full,
776 VirtualBox limits the size of the image file. Still, it needs to be
777 large enough to hold the contents of your operating system and the
778 applications you want to install -- for a modern Windows or Linux
779 guest, you will probably need several gigabytes for any serious
780 use:</para>
781
782 <mediaobject>
783 <imageobject>
784 <imagedata align="center" fileref="images/create-vdi-1.png"
785 width="10cm" />
786 </imageobject>
787 </mediaobject>
788
789 <para>After having selected or created your image file, again press
790 <emphasis role="bold">"Next"</emphasis> to go to the next
791 page.</para>
792 </listitem>
793
794 <listitem>
795 <para>After clicking on <emphasis role="bold">"Finish"</emphasis>,
796 your new virtual machine will be created. You will then see it in
797 the list on the left side of the Manager window, with the name you
798 entered initially.</para>
799 </listitem>
800 </orderedlist></para>
801 </sect1>
802
803 <sect1>
804 <title>Running your virtual machine</title>
805
806 <para>To start a virtual machine, you have several options:<itemizedlist>
807 <listitem>
808 <para>Double-click on its entry in the list within the Manager
809 window or</para>
810 </listitem>
811
812 <listitem>
813 <para>select its entry in the list in the Manager window it and
814 press the "Start" button at the top or</para>
815 </listitem>
816
817 <listitem>
818 <para>for virtual machines created with VirtualBox 4.0 or later,
819 navigate to the "VirtualBox VMs" folder in your system user's home
820 directory, find the subdirectory of the machine you want to start
821 and double-click on the machine settings file (with a
822 <computeroutput>.vbox</computeroutput> file extension).</para>
823 </listitem>
824 </itemizedlist></para>
825
826 <para>This opens up a new window, and the virtual machine which you
827 selected will boot up. Everything which would normally be seen on the
828 virtual system's monitor is shown in the window, as can be seen with the
829 image in <xref linkend="virtintro" />.</para>
830
831 <para>In general, you can use the virtual machine much like you would use
832 a real computer. There are couple of points worth mentioning
833 however.</para>
834
835 <sect2>
836 <title>Starting a new VM for the first time</title>
837
838 <para>When a VM gets started for the first time, another wizard -- the
839 <emphasis role="bold">"First Start Wizard"</emphasis> -- will pop up to
840 help you select an <emphasis role="bold">installation medium</emphasis>.
841 Since the VM is created empty, it would otherwise behave just like a
842 real computer with no operating system installed: it will do nothing and
843 display an error message that no bootable operating system was
844 found.</para>
845
846 <para>For this reason, the wizard helps you select a medium to install
847 an operating system from.</para>
848
849 <itemizedlist>
850 <listitem>
851 <para>If you have physical CD or DVD media from which you want to
852 install your guest operating system (e.g. in the case of a Windows
853 installation CD or DVD), put the media into your host's CD or DVD
854 drive.</para>
855
856 <para>Then, in the wizard's drop-down list of installation media,
857 select <emphasis role="bold">"Host drive"</emphasis> with the
858 correct drive letter (or, in the case of a Linux host, device file).
859 This will allow your VM to access the media in your host drive, and
860 you can proceed to install from there.</para>
861 </listitem>
862
863 <listitem>
864 <para>If you have downloaded installation media from the Internet in
865 the form of an ISO image file (most probably in the case of a Linux
866 distribution), you would normally burn this file to an empty CD or
867 DVD and proceed as just described. With VirtualBox however, you can
868 skip this step and mount the ISO file directly. VirtualBox will then
869 present this file as a CD or DVD-ROM drive to the virtual machine,
870 much like it does with virtual hard disk images.</para>
871
872 <para>For this case, the wizard's drop-down list contains a list of
873 installation media that were previously used with VirtualBox.</para>
874
875 <para>If your medium is not in the list (especially if you are using
876 VirtualBox for the first time), select the small folder icon next to
877 the drop-down list to bring up a standard file dialog, with which
878 you can pick the image file on your host disks.</para>
879 </listitem>
880 </itemizedlist>
881
882 <para>In both cases, after making the choices in the wizard, you will be
883 able to install your operating system.</para>
884 </sect2>
885
886 <sect2>
887 <title id="keyb_mouse_normal">Capturing and releasing keyboard and
888 mouse</title>
889
890 <para>As of version 3.2, VirtualBox provides a virtual USB tablet device
891 to new virtual machines through which mouse events are communicated to
892 the guest operating system. As a result, if you are running a modern
893 guest operating system that can handle such devices, mouse support may
894 work out of the box without the mouse being "captured" as described
895 below; see <xref linkend="settings-motherboard" /> for more
896 information.</para>
897
898 <para>Otherwise, if the virtual machine only sees standard PS/2 mouse
899 and keyboard devices, since the operating system in the virtual machine
900 does not "know" that it is not running on a real computer, it expects to
901 have exclusive control over your keyboard and mouse. This is, however,
902 not the case since, unless you are running the VM in full-screen mode,
903 your VM needs to share keyboard and mouse with other applications and
904 possibly other VMs on your host.</para>
905
906 <para>As a result, initially after installing a guest operating system
907 and before you install the Guest Additions (we will explain this in a
908 minute), only one of the two -- your VM or the rest of your computer --
909 can "own" the keyboard and the mouse. You will see a
910 <emphasis>second</emphasis> mouse pointer which will always be confined
911 to the limits of the VM window. Basically, you activate the VM by
912 clicking inside it.</para>
913
914 <para>To return ownership of keyboard and mouse to your host operating
915 system, VirtualBox reserves a special key on your keyboard for itself:
916 the <emphasis role="bold">"host key".</emphasis> By default, this is the
917 <emphasis>right Control key</emphasis> on your keyboard; on a Mac host,
918 the default host key is the left Command key. You can change this
919 default in the VirtualBox Global Settings. In any case, the current
920 setting for the host key is always displayed <emphasis>at the bottom
921 right of your VM window,</emphasis> should you have forgotten about
922 it:</para>
923
924 <para><mediaobject>
925 <imageobject>
926 <imagedata align="center" fileref="images/vm-hostkey.png"
927 width="7cm" />
928 </imageobject>
929 </mediaobject>In detail, all this translates into the
930 following:</para>
931
932 <para><itemizedlist>
933 <listitem>
934 <para>Your <emphasis role="bold">keyboard</emphasis> is owned by
935 the VM if the VM window on your host desktop has the keyboard
936 focus (and then, if you have many windows open in your guest
937 operating system as well, the window that has the focus in your
938 VM). This means that if you want to type within your VM, click on
939 the title bar of your VM window first.</para>
940
941 <para>To release keyboard ownership, press the Host key (as
942 explained above, typically the right Control key).</para>
943
944 <para>Note that while the VM owns the keyboard, some key sequences
945 (like Alt-Tab for example) will no longer be seen by the host, but
946 will go to the guest instead. After you press the host key to
947 re-enable the host keyboard, all key presses will go through the
948 host again, so that sequences like Alt-Tab will no longer reach
949 the guest.</para>
950 </listitem>
951
952 <listitem>
953 <para>Your <emphasis role="bold">mouse</emphasis> is owned by the
954 VM only after you have clicked in the VM window. The host mouse
955 pointer will disappear, and your mouse will drive the guest's
956 pointer instead of your normal mouse pointer.</para>
957
958 <para>Note that mouse ownership is independent of that of the
959 keyboard: even after you have clicked on a titlebar to be able to
960 type into the VM window, your mouse is not necessarily owned by
961 the VM yet.</para>
962
963 <para>To release ownership of your mouse by the VM, also press the
964 Host key.</para>
965 </listitem>
966 </itemizedlist></para>
967
968 <para>As this behavior can be inconvenient, VirtualBox provides a set of
969 tools and device drivers for guest systems called the "VirtualBox Guest
970 Additions" which make VM keyboard and mouse operation a lot more
971 seamless. Most importantly, the Additions will get rid of the second
972 "guest" mouse pointer and make your host mouse pointer work directly in
973 the guest.</para>
974
975 <para>This will be described later in <xref
976 linkend="guestadditions" />.</para>
977 </sect2>
978
979 <sect2>
980 <title>Typing special characters</title>
981
982 <para>Operating systems expect certain key combinations to initiate
983 certain procedures. Some of these key combinations may be difficult to
984 enter into a virtual machine, as there are three candidates as to who
985 receives keyboard input: the host operating system, VirtualBox, or the
986 guest operating system. Who of these three receives keypresses depends
987 on a number of factors, including the key itself.</para>
988
989 <itemizedlist>
990 <listitem>
991 <para>Host operating systems reserve certain key combinations for
992 themselves. For example, it is impossible to enter the <emphasis
993 role="bold">Ctrl+Alt+Delete</emphasis> combination if you want to
994 reboot the guest operating system in your virtual machine, because
995 this key combination is usually hard-wired into the host OS (both
996 Windows and Linux intercept this), and pressing this key combination
997 will therefore reboot your <emphasis>host</emphasis>.</para>
998
999 <para>Also, on Linux and Solaris hosts, which use the X Window
1000 System, the key combination <emphasis
1001 role="bold">Ctrl+Alt+Backspace</emphasis> normally resets the X
1002 server (to restart the entire graphical user interface in case it
1003 got stuck). As the X server intercepts this combination, pressing it
1004 will usually restart your <emphasis>host</emphasis> graphical user
1005 interface (and kill all running programs, including VirtualBox, in
1006 the process).</para>
1007
1008 <para>Third, on Linux hosts supporting virtual terminals, the key
1009 combination <emphasis role="bold">Ctrl+Alt+Fx</emphasis> (where Fx
1010 is one of the function keys from F1 to F12) normally allows to
1011 switch between virtual terminals. As with Ctrl+Alt+Delete, these
1012 combinations are intercepted by the host operating system and
1013 therefore always switch terminals on the
1014 <emphasis>host</emphasis>.</para>
1015
1016 <para>If, instead, you want to send these key combinations to the
1017 <emphasis>guest</emphasis> operating system in the virtual machine,
1018 you will need to use one of the following methods:</para>
1019
1020 <itemizedlist>
1021 <listitem>
1022 <para>Use the items in the "Machine" menu of the virtual machine
1023 window. There you will find "Insert Ctrl+Alt+Delete" and
1024 "Ctrl+Alt+Backspace"; the latter will only have an effect with
1025 Linux or Solaris guests, however.</para>
1026 </listitem>
1027
1028 <listitem>
1029 <para>Press special key combinations with the Host key (normally
1030 the right Control key), which VirtualBox will then translate for
1031 the virtual machine:<itemizedlist>
1032 <listitem>
1033 <para><emphasis role="bold">Host key + Del</emphasis> to
1034 send Ctrl+Alt+Del (to reboot the guest);</para>
1035 </listitem>
1036
1037 <listitem>
1038 <para><emphasis role="bold">Host key +
1039 Backspace</emphasis> to send Ctrl+Alt+Backspace (to
1040 restart the graphical user interface of a Linux or Solaris
1041 guest);</para>
1042 </listitem>
1043
1044 <listitem>
1045 <para><emphasis role="bold">Host key + F1</emphasis> (or
1046 other function keys) to simulate Ctrl+Alt+F1 (or other
1047 function keys, i.e. to switch between virtual terminals in
1048 a Linux guest).</para>
1049 </listitem>
1050 </itemizedlist></para>
1051 </listitem>
1052 </itemizedlist>
1053 </listitem>
1054
1055 <listitem>
1056 <para>For some other keyboard combinations such as <emphasis
1057 role="bold">Alt-Tab</emphasis> (to switch between open windows),
1058 VirtualBox allows you to configure whether these combinations will
1059 affect the host or the guest, if a virtual machine currently has the
1060 focus. This is a global setting for all virtual machines and can be
1061 found under "File" -&gt; "Preferences" -&gt; "Input" -&gt;
1062 "Auto-capture keyboard".</para>
1063 </listitem>
1064 </itemizedlist>
1065 </sect2>
1066
1067 <sect2>
1068 <title>Changing removable media</title>
1069
1070 <para>While a virtual machine is running, you can change removable media
1071 in the "Devices" menu of the VM's window. Here you can select in detail
1072 what VirtualBox presents to your VM as a CD, DVD, or floppy.</para>
1073
1074 <para>The settings are the same as would be available for the VM in the
1075 "Settings" dialog of the VirtualBox main window, but since that dialog
1076 is disabled while the VM is in the "running" or "saved" state, this
1077 extra menu saves you from having to shut down and restart the VM every
1078 time you want to change media.</para>
1079
1080 <para>Hence, in the "Devices" menu, VirtualBox allows you to attach the
1081 host drive to the guest or select a floppy or DVD image using the Disk
1082 Image Manager, all as described in <xref
1083 linkend="configbasics" />.</para>
1084 </sect2>
1085
1086 <sect2 id="intro-resize-window">
1087 <title>Resizing the machine's window</title>
1088
1089 <para>You can resize the virtual machine's window when it is running. In
1090 that case, one of three things will happen:<orderedlist>
1091 <listitem>
1092 <para>If you have <emphasis role="bold">"scale mode"</emphasis>
1093 enabled, then the virtual machine's screen will be scaled to the
1094 size of the window. This can be useful if you have many machines
1095 running and want to have a look at one of them while it is running
1096 in the background. Alternatively, it might be useful to enlarge a
1097 window if the VM's output screen is very small, for example
1098 because you are running an old operating system in it.</para>
1099
1100 <para>To enable scale mode, press the <emphasis role="bold">host
1101 key + C</emphasis>, or select "Scale mode" from the "Machine" menu
1102 in the VM window. To leave scale mode, press the host key + C
1103 again.</para>
1104
1105 <para>The aspect ratio of the guest screen is preserved when
1106 resizing the window. To ignore the aspect ratio, press Shift
1107 during the resize operation.</para>
1108
1109 <para>Please see <xref linkend="KnownIssues" /> for additional
1110 remarks.</para>
1111 </listitem>
1112
1113 <listitem>
1114 <para>If you have the Guest Additions installed and they support
1115 automatic <emphasis role="bold">resizing</emphasis>, the Guest
1116 Additions will automatically adjust the screen resolution of the
1117 guest operating system. For example, if you are running a Windows
1118 guest with a resolution of 1024x768 pixels and you then resize the
1119 VM window to make it 100 pixels wider, the Guest Additions will
1120 change the Windows display resolution to 1124x768.</para>
1121
1122 <para>Please see <xref linkend="guestadditions" /> for more
1123 information about the Guest Additions.</para>
1124 </listitem>
1125
1126 <listitem>
1127 <para>Otherwise, if the window is bigger than the VM's screen, the
1128 screen will be centered. If it is smaller, then scroll bars will
1129 be added to the machine window.</para>
1130 </listitem>
1131 </orderedlist></para>
1132 </sect2>
1133
1134 <sect2>
1135 <title>Saving the state of the machine</title>
1136
1137 <para>When you click on the "Close" button of your virtual machine
1138 window (at the top right of the window, just like you would close any
1139 other window on your system), VirtualBox asks you whether you want to
1140 "save" or "power off" the VM. (As a shortcut, you can also press the
1141 Host key together with "Q".)</para>
1142
1143 <para><mediaobject>
1144 <imageobject>
1145 <imagedata align="center" fileref="images/vm-close.png"
1146 width="11cm" />
1147 </imageobject>
1148 </mediaobject>The difference between these three options is crucial.
1149 They mean:</para>
1150
1151 <itemizedlist>
1152 <listitem>
1153 <para><emphasis role="bold">Save the machine state:</emphasis> With
1154 this option, VirtualBox "freezes" the virtual machine by completely
1155 saving its state to your local disk.</para>
1156
1157 <para>When you start the VM again later, you will find that the VM
1158 continues exactly where it was left off. All your programs will
1159 still be open, and your computer resumes operation. Saving the state
1160 of a virtual machine is thus in some ways similar to suspending a
1161 laptop computer (e.g. by closing its lid).</para>
1162 </listitem>
1163
1164 <listitem>
1165 <para><emphasis role="bold">Send the shutdown signal.</emphasis>
1166 This will send an ACPI shutdown signal to the virtual machine, which
1167 has the same effect as if you had pressed the power button on a real
1168 computer. So long as the VM is running a fairly modern operating
1169 system, this should trigger a proper shutdown mechanism from within
1170 the VM.</para>
1171 </listitem>
1172
1173 <listitem>
1174 <para><emphasis role="bold">Power off the machine:</emphasis> With
1175 this option, VirtualBox also stops running the virtual machine, but
1176 <emphasis>without</emphasis> saving its state.<warning>
1177 <para>This is equivalent to pulling the power plug on a real
1178 computer without shutting it down properly. If you start the
1179 machine again after powering it off, your operating system will
1180 have to reboot completely and may begin a lengthy check of its
1181 (virtual) system disks. As a result, this should not normally be
1182 done, since it can potentially cause data loss or an
1183 inconsistent state of the guest system on disk.</para>
1184 </warning></para>
1185
1186 <para>As an exception, if your virtual machine has any snapshots
1187 (see the next chapter), you can use this option to quickly <emphasis
1188 role="bold">restore the current snapshot</emphasis> of the virtual
1189 machine. In that case, powering off the machine will not disrupt its
1190 state, but any changes made since that snapshot was taken will be
1191 lost.</para>
1192 </listitem>
1193 </itemizedlist>
1194
1195 <para>The <emphasis role="bold">"Discard"</emphasis> button in the
1196 VirtualBox Manager window discards a virtual machine's saved state. This
1197 has the same effect as powering it off, and the same warnings
1198 apply.</para>
1199 </sect2>
1200 </sect1>
1201
1202 <sect1 id="snapshots">
1203 <title>Snapshots</title>
1204
1205 <para>With snapshots, you can save a particular state of a virtual machine
1206 for later use. At any later time, you can revert to that state, even
1207 though you may have changed the VM considerably since then. A snapshot of
1208 a virtual machine is thus similar to a machine in "saved" state, as
1209 described above, but there can be many of them, and these saved states are
1210 preserved.</para>
1211
1212 <para>You can see the snapshots of a virtual machine by first selecting a
1213 machine in the VirtualBox Manager and then clicking on the "Snapshots"
1214 button at the top right. Until you take a snapshot of the machine, the
1215 list of snapshots will be empty except for the "Current state" item, which
1216 represents the "Now" point in the lifetime of the virtual machine.</para>
1217
1218 <sect2>
1219 <title>Taking, restoring and deleting snapshots</title>
1220
1221 <para>There are three operations related to snapshots:<orderedlist>
1222 <listitem>
1223 <para>You can <emphasis role="bold">take a snapshot</emphasis>.
1224 This makes a copy of the machine's current state, to which you can
1225 go back at any given time later.<itemizedlist>
1226 <listitem>
1227 <para>If your VM is currently running, select "Take
1228 snapshot" from the "Machine" pull-down menu of the VM
1229 window.</para>
1230 </listitem>
1231
1232 <listitem>
1233 <para>If your VM is currently in either the "saved" or the
1234 "powered off" state (as displayed next to the VM in the
1235 VirtualBox main window), click on the "Snapshots" tab on the
1236 top right of the main window, and then<itemizedlist>
1237 <listitem>
1238 <para>either on the small camera icon (for "Take
1239 snapshot") or</para>
1240 </listitem>
1241
1242 <listitem>
1243 <para>right-click on the "Current State" item in the
1244 list and select "Take snapshot" from the menu.</para>
1245 </listitem>
1246 </itemizedlist></para>
1247 </listitem>
1248 </itemizedlist></para>
1249
1250 <para>In any case, a window will pop up and ask you for a snapshot
1251 name. This name is purely for reference purposes to help you
1252 remember the state of the snapshot. For example, a useful name
1253 would be "Fresh installation from scratch, no Guest Additions", or
1254 "Service Pack 3 just installed". You can also add a longer text in
1255 the "Description" field if you want.</para>
1256
1257 <para>Your new snapshot will then appear in the snapshots list.
1258 Underneath your new snapshot, you will see an item called "Current
1259 state", signifying that the current state of your VM is a
1260 variation based on the snapshot you took earlier. If you later
1261 take another snapshot, you will see that they will be displayed in
1262 sequence, and each subsequent snapshot is derived from an earlier
1263 one:<mediaobject>
1264 <imageobject>
1265 <imagedata align="center" fileref="images/snapshots-1.png"
1266 width="12cm" />
1267 </imageobject>
1268 </mediaobject></para>
1269
1270 <para>VirtualBox imposes no limits on the number of snapshots you
1271 can take. The only practical limitation is disk space on your
1272 host: each snapshot stores the state of the virtual machine and
1273 thus occupies some disk space. (See the next section for details
1274 on what exactly is stored in a snapshot.)</para>
1275 </listitem>
1276
1277 <listitem>
1278 <para>You can <emphasis role="bold">restore a snapshot</emphasis>
1279 by right-clicking on any snapshot you have taken in the list of
1280 snapshots. By restoring a snapshot, you go back (or forward) in
1281 time: the current state of the machine is lost, and the machine is
1282 restored to the exact state it was in when the snapshot was
1283 taken.<footnote>
1284 <para>Both the terminology and the functionality of restoring
1285 snapshots has changed with VirtualBox 3.1. Before that
1286 version, it was only possible to go back to the very last
1287 snapshot taken -- not earlier ones, and the operation was
1288 called "Discard current state" instead of "Restore last
1289 snapshot". The limitation has been lifted with version 3.1. It
1290 is now possible to restore <emphasis>any</emphasis> snapshot,
1291 going backward and forward in time.</para>
1292 </footnote></para>
1293
1294 <note>
1295 <para>Restoring a snapshot will affect the virtual hard drives
1296 that are connected to your VM, as the entire state of the
1297 virtual hard drive will be reverted as well. This means also
1298 that all files that have been created since the snapshot and all
1299 other file changes <emphasis>will be lost. </emphasis>In order
1300 to prevent such data loss while still making use of the snapshot
1301 feature, it is possible to add a second hard drive in
1302 "write-through" mode using the
1303 <computeroutput>VBoxManage</computeroutput> interface and use it
1304 to store your data. As write-through hard drives are
1305 <emphasis>not</emphasis> included in snapshots, they remain
1306 unaltered when a machine is reverted. See <xref
1307 linkend="hdimagewrites" os="" /> for details.</para>
1308 </note>
1309
1310 <para>To avoid losing the current state when restoring a snapshot,
1311 you can create a new snapshot before the restore.</para>
1312
1313 <para>By restoring an earlier snapshot and taking more snapshots
1314 from there, it is even possible to create a kind of alternate
1315 reality and to switch between these different histories of the
1316 virtual machine. This can result in a whole tree of virtual
1317 machine snapshots, as shown in the screenshot above.</para>
1318 </listitem>
1319
1320 <listitem>
1321 <para>You can also <emphasis role="bold">delete a
1322 snapshot</emphasis>, which will not affect the state of the
1323 virtual machine, but only release the files on disk that
1324 VirtualBox used to store the snapshot data, thus freeing disk
1325 space. To delete a snapshot, right-click on it in the snapshots
1326 tree and select "Delete". As of VirtualBox 3.2, snapshots can be
1327 deleted even while a machine is running.<note>
1328 <para>Whereas taking and restoring snapshots are fairly quick
1329 operations, deleting a snapshot can take a considerable amount
1330 of time since large amounts of data may need to be copied
1331 between several disk image files. Temporary disk files may
1332 also need large amounts of disk space while the operation is
1333 in progress.</para>
1334 </note></para>
1335
1336 <para>There are some situations which cannot be handled while a VM
1337 is running, and you will get an appropriate message that you need
1338 to perform this snapshot deletion when the VM is shut down.</para>
1339 </listitem>
1340 </orderedlist></para>
1341 </sect2>
1342
1343 <sect2>
1344 <title>Snapshot contents</title>
1345
1346 <para>Think of a snapshot as a point in time that you have preserved.
1347 More formally, a snapshot consists of three things:<itemizedlist>
1348 <listitem>
1349 <para>It contains a complete copy of the VM settings, including
1350 the hardware configuration, so that when you restore a snapshot,
1351 the VM settings are restored as well. (For example, if you changed
1352 the hard disk configuration or the VM's system settings, that
1353 change is undone when you restore the snapshot.)</para>
1354
1355 <para>The copy of the settings is stored in the machine
1356 configuration, an XML text file, and thus occupies very little
1357 space.</para>
1358 </listitem>
1359
1360 <listitem>
1361 <para>The complete state of all the virtual disks attached to the
1362 machine is preserved. Going back to a snapshot means that all
1363 changes that had been made to the machine's disks -- file by file,
1364 bit by bit -- will be undone as well. Files that were since
1365 created will disappear, files that were deleted will be restored,
1366 changes to files will be reverted.</para>
1367
1368 <para>(Strictly speaking, this is only true for virtual hard disks
1369 in "normal" mode. As mentioned above, you can configure disks to
1370 behave differently with snapshots; see <xref
1371 linkend="hdimagewrites" />. Even more formally and technically
1372 correct, it is not the virtual disk itself that is restored when a
1373 snapshot is restored. Instead, when a snapshot is taken,
1374 VirtualBox creates differencing images which contain only the
1375 changes since the snapshot were taken, and when the snapshot is
1376 restored, VirtualBox throws away that differencing image, thus
1377 going back to the previous state. This is both faster and uses
1378 less disk space. For the details, which can be complex, please see
1379 <xref linkend="diffimages" />.)</para>
1380
1381 <para>Creating the differencing image as such does not occupy much
1382 space on the host disk initially, since the differencing image
1383 will initially be empty (and grow dynamically later with each
1384 write operation to the disk). The longer you use the machine after
1385 having created the snapshot, however, the more the differencing
1386 image will grow in size.</para>
1387 </listitem>
1388
1389 <listitem>
1390 <para>Finally, if you took a snapshot while the machine was
1391 running, the memory state of the machine is also saved in the
1392 snapshot (the same way the memory can be saved when you close the
1393 VM window). When you restore such a snapshot, execution resumes at
1394 exactly the point when the snapshot was taken.</para>
1395
1396 <para>The memory state file can be as large as the memory size of
1397 the virtual machine and will therefore occupy quite some disk
1398 space as well.</para>
1399 </listitem>
1400 </itemizedlist></para>
1401 </sect2>
1402 </sect1>
1403
1404 <sect1>
1405 <title id="configbasics">Virtual machine configuration</title>
1406
1407 <para>When you select a virtual machine from the list in the Manager
1408 window, you will see a summary of that machine's settings on the
1409 right.</para>
1410
1411 <para>Clicking on the "Settings" button in the toolbar at the top brings
1412 up a detailed window where you can configure many of the properties of the
1413 selected VM. But be careful: even though it is possible to change all VM
1414 settings after installing a guest operating system, certain changes might
1415 prevent a guest operating system from functioning correctly if done after
1416 installation.</para>
1417
1418 <note>
1419 <para>The "Settings" button is disabled while a VM is either in the
1420 "running" or "saved" state. This is simply because the settings dialog
1421 allows you to change fundamental characteristics of the virtual computer
1422 that is created for your guest operating system, and this operating
1423 system may not take it well when, for example, half of its memory is
1424 taken away from under its feet. As a result, if the "Settings" button is
1425 disabled, shut down the current VM first.</para>
1426 </note>
1427
1428 <para>VirtualBox provides a plethora of parameters that can be changed for
1429 a virtual machine. The various settings that can be changed in the
1430 "Settings" window are described in detail in <xref
1431 linkend="BasicConcepts" />. Even more parameters are available with the
1432 VirtualBox command line interface; see <xref
1433 linkend="vboxmanage" />.</para>
1434 </sect1>
1435
1436 <sect1>
1437 <title>Removing virtual machines</title>
1438
1439 <para>To remove a virtual machine which you no longer need, right-click on
1440 it in the Manager's VM list select "Remove" from the context menu that
1441 comes up.</para>
1442
1443 <para>A confirmation window will come up that allows you to select whether
1444 the machine should only be removed from the list of machines or whether
1445 the files associated with it should also be deleted.</para>
1446
1447 <para>The "Remove" menu item is disabled while a machine is
1448 running.</para>
1449 </sect1>
1450
1451 <sect1 id="clone">
1452 <title>Cloning virtual machines</title>
1453
1454 <para>To experiment with a VM configuration, test different guest OS levels
1455 or to simply backup a VM, VirtualBox can create a full copy of an existing
1456 VM.<footnote>Cloning support was introduced with VirtualBox
1457 4.1.</footnote></para>
1458
1459 <para>A wizard will guide you through the clone process. This wizard can be
1460 invoked from the context menu of the Manager's VM list (select "Clone") or
1461 the "Snapshots" view of the selected VM. If you start from the former you
1462 have the choice to create a exact copy of the current state without any
1463 snapshots or with all snapshots included. If you invoke the clone VM wizard
1464 from the later place and have selected a specific snapshot you can
1465 additional decide if you want to clone that snapshot including all child's,
1466 but without any independent snapshots in the tree.</para>
1467
1468 <para>The clone operation itself can be a lengthy operation depending on
1469 the size and count of the attached disk images. Also keep in mind that
1470 every snapshot has differencing disk images attached, which need to be cloned
1471 as well.</para>
1472
1473 <para>The "Clone" menu item is disabled while a machine is running.</para>
1474
1475 <para>For how to clone a VM at the command line, please see <xref
1476 linkend="vboxmanage-clonevm" />.</para>
1477 </sect1>
1478
1479 <sect1 id="ovf">
1480 <title>Importing and exporting virtual machines</title>
1481
1482 <para>VirtualBox can import and export virtual machines in the
1483 industry-standard Open Virtualization Format (OVF).<footnote>
1484 <para>OVF support was originally introduced with VirtualBox 2.2 and
1485 has seen major improvements with every version since.</para>
1486 </footnote></para>
1487
1488 <para>OVF is a cross-platform standard supported by many virtualization
1489 products which allows for creating ready-made virtual machines that can
1490 then be imported into a virtualizer such as VirtualBox. VirtualBox makes
1491 OVF import and export easy to access and supports it from the Manager
1492 window as well as its command-line interface. This allows for packaging
1493 so-called <emphasis role="bold">virtual appliances</emphasis>: disk images
1494 together with configuration settings that can be distributed easily. This
1495 way one can offer complete ready-to-use software packages (operating
1496 systems with applications) that need no configuration or installation
1497 except for importing into VirtualBox.<note>
1498 <para>The OVF standard is complex, and support in VirtualBox is an
1499 ongoing process. In particular, no guarantee is made that VirtualBox
1500 supports all appliances created by other virtualization software. For
1501 a list of known limitations, please see <xref
1502 linkend="KnownIssues" />.</para>
1503 </note></para>
1504
1505 <para>Appliances in OVF format can appear in two variants:<orderedlist>
1506 <listitem>
1507 <para>They can come in several files, as one or several disk images,
1508 typically in the widely-used VMDK format (see <xref
1509 linkend="vdidetails" />) and a textual description file in an XML
1510 dialect with an <computeroutput>.ovf</computeroutput> extension.
1511 These files must then reside in the same directory for VirtualBox to
1512 be able to import them.</para>
1513 </listitem>
1514
1515 <listitem>
1516 <para>Alternatively, the above files can be packed together into a
1517 single archive file, typically with an
1518 <computeroutput>.ova</computeroutput> extension. (Such archive files
1519 use a variant of the TAR archive format and can therefore be
1520 unpacked outside of VirtualBox with any utility that can unpack
1521 standard TAR files.)</para>
1522 </listitem>
1523 </orderedlist></para>
1524
1525 <para>To <emphasis role="bold">import</emphasis> an appliance in one of
1526 the above formats, simply double-click on the OVF/OVA file.<footnote>
1527 <para>Starting with version 4.0, VirtualBox creates file type
1528 associations for OVF and OVA files on your host operating
1529 system.</para>
1530 </footnote> Alternatively, select "File" -&gt; "Import appliance" from
1531 the Manager window. In the file dialog that comes up, navigate to the file
1532 with either the <computeroutput>.ovf</computeroutput> or the
1533 <computeroutput>.ova</computeroutput> file extension.</para>
1534
1535 <para>If VirtualBox can handle the file, a dialog similar to the following
1536 will appear:</para>
1537
1538 <para><mediaobject>
1539 <imageobject>
1540 <imagedata align="center" fileref="images/ovf-import.png"
1541 width="12cm" />
1542 </imageobject>
1543 </mediaobject>This presents the virtual machines described in the OVF
1544 file and allows you to change the virtual machine settings by
1545 double-clicking on the description items. Once you click on <emphasis
1546 role="bold">"Import"</emphasis>, VirtualBox will copy the disk images and
1547 create local virtual machines with the settings described in the dialog.
1548 These will then show up in the Manager's list of virtual machines.</para>
1549
1550 <para>Note that since disk images tend to be big, and VMDK images that
1551 come with virtual appliances are typically shipped in a special compressed
1552 format that is unsuitable for being used by virtual machines directly, the
1553 images will need to be unpacked and copied first, which can take a few
1554 minutes.</para>
1555
1556 <para>For how to import an image at the command line, please see <xref
1557 linkend="vboxmanage-import" />.</para>
1558
1559 <para>Conversely, to <emphasis role="bold">export</emphasis> virtual
1560 machines that you already have in VirtualBox, select "File" -&gt; "Export
1561 appliance". A different dialog window shows up that allows you to combine
1562 several virtual machines into an OVF appliance. Then, select the target
1563 location where the target files should be stored, and the conversion
1564 process begins. This can again take a while.</para>
1565
1566 <para>For how to export an image at the command line, please see <xref
1567 linkend="vboxmanage-export" />.<note>
1568 <para>OVF cannot describe snapshots that were taken for a virtual
1569 machine. As a result, when you export a virtual machine that has
1570 snapshots, only the current state of the machine will be exported, and
1571 the disk images in the export will have a "flattened" state identical
1572 to the current state of the virtual machine.</para>
1573 </note></para>
1574 </sect1>
1575
1576 <sect1 id="frontends">
1577 <title>Alternative front-ends</title>
1578
1579 <para>As briefly mentioned in <xref linkend="features-overview" />,
1580 VirtualBox has a very flexible internal design that allows for using
1581 multiple interfaces to control the same virtual machines. To illustrate,
1582 you can, for example, start a virtual machine with the VirtualBox Manager
1583 window and then stop it from the command line. With VirtualBox's support
1584 for the Remote Desktop Protocol (RDP), you can even run virtual machines
1585 remotely on a headless server and have all the graphical output redirected
1586 over the network.</para>
1587
1588 <para>In detail, the following front-ends are shipped in the standard
1589 VirtualBox package:</para>
1590
1591 <para><orderedlist>
1592 <listitem>
1593 <para><computeroutput>VirtualBox</computeroutput> is the VirtualBox
1594 Manager. This graphical user interface uses the Qt toolkit; most of
1595 this User Manual is dedicated to describing it. While this is the
1596 easiest to use, some of the more advanced VirtualBox features are
1597 kept away from it to keep it simple.</para>
1598 </listitem>
1599
1600 <listitem>
1601 <para><computeroutput>VBoxManage</computeroutput> is our
1602 command-line interface for automated and very detailed control of
1603 every aspect of VirtualBox. It is described in <xref
1604 linkend="vboxmanage" />.</para>
1605 </listitem>
1606
1607 <listitem>
1608 <para><computeroutput>VBoxSDL</computeroutput> is an alternative,
1609 simple graphical front-end with an intentionally limited feature
1610 set, designed to only display virtual machines that are controlled
1611 in detail with <computeroutput>VBoxManage</computeroutput>. This is
1612 interesting for business environments where displaying all the bells
1613 and whistles of the full GUI is not feasible.
1614 <computeroutput>VBoxSDL</computeroutput> is described in <xref
1615 linkend="vboxsdl" />.</para>
1616 </listitem>
1617
1618 <listitem>
1619 <para>Finally, <computeroutput>VBoxHeadless</computeroutput> is yet
1620 another front-end that produces no visible output on the host at
1621 all, but merely acts as a RDP server if the VirtualBox Remote
1622 Desktop Extension (VRDE) is installed. As opposed to the other
1623 graphical interfaces, the headless front-end requires no graphics
1624 support. This is useful, for example, if you want to host your
1625 virtual machines on a headless Linux server that has no X Window
1626 system installed. For details, see <xref
1627 linkend="vboxheadless" />.</para>
1628 </listitem>
1629 </orderedlist>If the above front-ends still do not satisfy your
1630 particular needs, it is possible to create yet another front-end to the
1631 complex virtualization engine that is the core of VirtualBox, as the
1632 VirtualBox core neatly exposes all of its features in a clean API; please
1633 refer to <xref linkend="VirtualBoxAPI" />.</para>
1634 </sect1>
1635</chapter>
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