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),
446 11.04 ("Natty Narwhal").</para>
447 </listitem>
448
449 <listitem>
450 <para>Debian GNU/Linux 3.1 ("sarge"), 4.0 ("etch"), 5.0
451 ("lenny") and 6.0 ("squeeze")</para>
452 </listitem>
453
454 <listitem>
455 <para>Oracle Enterprise Linux 4 and 5, Oracle Linux 6</para>
456 </listitem>
457
458 <listitem>
459 <para>Redhat Enterprise Linux 4, 5 and 6</para>
460 </listitem>
461
462 <listitem>
463 <para>Fedora Core 4 to 15</para>
464 </listitem>
465
466 <listitem>
467 <para>Gentoo Linux</para>
468 </listitem>
469
470 <listitem>
471 <para>SUSE Linux 9, 10 and 11, openSUSE 10.3, 11.0, 11.1, 11.2,
472 11.3, 11.4</para>
473 </listitem>
474
475 <listitem>
476 <para>Mandriva 2007.1, 2008.0, 2009.1, 2010.0 and 2010.1</para>
477 </listitem>
478 </itemizedlist></para>
479
480 <para>It should be possible to use VirtualBox on most systems based on
481 Linux kernel 2.6 using either the VirtualBox installer or by doing a
482 manual installation; see <xref linkend="install-linux-host" />. However,
483 the formally tested and supported Linux distributions are those for
484 which we offer a dedicated package.</para>
485
486 <para>Note that starting with VirtualBox 2.1, Linux 2.4-based host
487 operating systems are no longer supported.</para>
488 </listitem>
489
490 <listitem>
491 <para><emphasis role="bold">Solaris</emphasis> hosts (32-bit and
492 64-bit) are supported with the restrictions listed in <xref
493 linkend="KnownIssues" />:<itemizedlist>
494 <listitem>
495 <para>Solaris 11 Express (Nevada build 86 and higher,
496 OpenSolaris 2008.05 and higher)</para>
497 </listitem>
498
499 <listitem>
500 <para>Solaris 10 (u8 and higher)</para>
501 </listitem>
502 </itemizedlist></para>
503 </listitem>
504 </itemizedlist>
505 </sect1>
506
507 <sect1 id="intro-installing">
508 <title>Installing VirtualBox and extension packs</title>
509
510 <para>VirtualBox comes in many different packages, and installation
511 depends on your host operating system. If you have installed software
512 before, installation should be straightforward: on each host platform,
513 VirtualBox uses the installation method that is most common and easy to
514 use. If you run into trouble or have special requirements, please refer to
515 <xref linkend="installation" /> for details about the various installation
516 methods.</para>
517
518 <para>Starting with version 4.0, VirtualBox is split into several
519 components.<orderedlist>
520 <listitem>
521 <para>The base package consists of all open-source components and is
522 licensed under the GNU General Public License V2.</para>
523 </listitem>
524
525 <listitem>
526 <para>Additional extension packs can be downloaded which extend the
527 functionality of the VirtualBox base package. Currently, Oracle
528 provides the one extension pack, which can be found at <ulink
529 url="http://www.virtualbox.org">http://www.virtualbox.org</ulink>
530 and provides the following added functionality:<orderedlist>
531 <listitem>
532 <para>The virtual USB 2.0 (EHCI) device; see <xref
533 linkend="settings-usb" />.</para>
534 </listitem>
535
536 <listitem>
537 <para>VirtualBox Remote Desktop Protocol (VRDP) support; see
538 <xref linkend="vrde" />.</para>
539 </listitem>
540
541 <listitem>
542 <para>Intel PXE boot ROM with support for the E1000 network
543 card.</para>
544 </listitem>
545
546 <listitem>
547 <para>Experimental support for PCI passthrough on Linux hosts;
548 see <xref linkend="pcipassthrough" />.</para>
549 </listitem>
550 </orderedlist></para>
551
552 <para>VirtualBox extension packages have a
553 <computeroutput>.vbox-extpack</computeroutput> file name extension.
554 To install an extension, simply double-click on the package file,
555 and the VirtualBox Manager will guide you through the required
556 steps.</para>
557
558 <para>To view the extension packs that are currently installed,
559 please start the VirtualBox Manager (see the next section). From the
560 "File" menu, please select "Preferences". In the window that shows
561 up, go to the "Extensions" category which shows you the extensions
562 which are currently installed and allows you to remove a package or
563 add a new one.</para>
564
565 <para>Alternatively you can use VBoxManage on the command line: see
566 <xref linkend="vboxmanage-extpack" /> for details.</para>
567 </listitem>
568 </orderedlist></para>
569 </sect1>
570
571 <sect1>
572 <title>Starting VirtualBox</title>
573
574 <para>After installation, you can start VirtualBox as
575 follows:<itemizedlist>
576 <listitem>
577 <para>On a Windows host, in the standard "Programs" menu, click on
578 the item in the "VirtualBox" group. On Vista or Windows 7, you can
579 also type "VirtualBox" in the search box of the "Start" menu.</para>
580 </listitem>
581
582 <listitem>
583 <para>On a Mac OS X host, in the Finder, double-click on the
584 "VirtualBox" item in the "Applications" folder. (You may want to
585 drag this item onto your Dock.)</para>
586 </listitem>
587
588 <listitem>
589 <para>On a Linux or Solaris host, depending on your desktop
590 environment, a "VirtualBox" item may have been placed in either the
591 "System" or "System Tools" group of your "Applications" menu.
592 Alternatively, you can type
593 <computeroutput>VirtualBox</computeroutput> in a terminal.</para>
594 </listitem>
595 </itemizedlist></para>
596
597 <para>When you start VirtualBox for the first time, a window like the
598 following should come up:</para>
599
600 <para><mediaobject>
601 <imageobject>
602 <imagedata align="center" fileref="images/virtualbox-main-empty.png"
603 width="10cm" />
604 </imageobject>
605 </mediaobject>This window is called the <emphasis
606 role="bold">"VirtualBox Manager".</emphasis> On the left, you can see a
607 pane that will later list all your virtual machines. Since you have not
608 created any, the list is empty. A row of buttons above it allows you to
609 create new VMs and work on existing VMs, once you have some. The pane on
610 the right displays the properties of the virtual machine currently
611 selected, if any. Again, since you don't have any machines yet, the pane
612 displays a welcome message.</para>
613
614 <para>To give you an idea what VirtualBox might look like later, after you
615 have created many machines, here's another example:</para>
616
617 <para><mediaobject>
618 <imageobject>
619 <imagedata align="center" fileref="images/virtualbox-main.png"
620 width="10cm" />
621 </imageobject>
622 </mediaobject></para>
623 </sect1>
624
625 <sect1 id="gui-createvm">
626 <title>Creating your first virtual machine</title>
627
628 <para>Click on the "New" button at the top of the VirtualBox Manager
629 window. A wizard will pop up to guide you through setting up a new virtual
630 machine (VM):</para>
631
632 <para><mediaobject>
633 <imageobject>
634 <imagedata align="center" fileref="images/create-vm-1.png"
635 width="10cm" />
636 </imageobject>
637 </mediaobject>On the following pages, the wizard will ask you for the
638 bare minimum of information that is needed to create a VM, in
639 particular:<orderedlist>
640 <listitem>
641 <para>The <emphasis role="bold">VM name</emphasis> will later be
642 shown in the VM list of the VirtualBox Manager window, and it will
643 be used for the VM's files on disk. Even though any name could be
644 used, keep in mind that once you have created a few VMs, you will
645 appreciate if you have given your VMs rather informative names; "My
646 VM" would thus be less useful than "Windows XP SP2 with
647 OpenOffice".</para>
648 </listitem>
649
650 <listitem>
651 <para>For <emphasis role="bold">"Operating System Type",</emphasis>
652 select the operating system that you want to install later. The
653 supported operating systems are grouped; if you want to install
654 something very unusual that is not listed, select "Other". Depending
655 on your selection, VirtualBox will enable or disable certain VM
656 settings that your guest operating system may require. This is
657 particularly important for 64-bit guests (see <xref
658 linkend="intro-64bitguests" />). It is therefore recommended to
659 always set it to the correct value.</para>
660 </listitem>
661
662 <listitem>
663 <para>On the next page, select the <emphasis role="bold">memory
664 (RAM)</emphasis> that VirtualBox should allocate every time the
665 virtual machine is started. The amount of memory given here will be
666 taken away from your host machine and presented to the guest
667 operating system, which will report this size as the (virtual)
668 computer's installed RAM.</para>
669
670 <para><note>
671 <para>Choose this setting carefully! The memory you give to the
672 VM will not be available to your host OS while the VM is
673 running, so do not specify more than you can spare. For example,
674 if your host machine has 1 GB of RAM and you enter 512 MB as the
675 amount of RAM for a particular virtual machine, while that VM is
676 running, you will only have 512 MB left for all the other
677 software on your host. If you run two VMs at the same time, even
678 more memory will be allocated for the second VM (which may not
679 even be able to start if that memory is not available). On the
680 other hand, you should specify as much as your guest OS (and
681 your applications) will require to run properly.</para>
682 </note></para>
683
684 <para>A Windows XP guest will require at least a few hundred MB RAM
685 to run properly, and Windows Vista will even refuse to install with
686 less than 512 MB. Of course, if you want to run graphics-intensive
687 applications in your VM, you may require even more RAM.</para>
688
689 <para>So, as a rule of thumb, if you have 1 GB of RAM or more in
690 your host computer, it is usually safe to allocate 512 MB to each
691 VM. But, in any case, make sure you always have at least 256 to 512
692 MB of RAM left on your host operating system. Otherwise you may
693 cause your host OS to excessively swap out memory to your hard disk,
694 effectively bringing your host system to a standstill.</para>
695
696 <para>As with the other settings, you can change this setting later,
697 after you have created the VM.</para>
698 </listitem>
699
700 <listitem>
701 <para>Next, you must specify a <emphasis role="bold">virtual hard
702 disk</emphasis> for your VM.</para>
703
704 <para>There are many and potentially complicated ways in which
705 VirtualBox can provide hard disk space to a VM (see <xref
706 linkend="storage" /> for details), but the most common way is to use
707 a large image file on your "real" hard disk, whose contents
708 VirtualBox presents to your VM as if it were a complete hard disk.
709 This file represents an entire hard disk then, so you can even copy
710 it to another host and use it with another VirtualBox
711 installation.</para>
712
713 <para>The wizard shows you the following window:</para>
714
715 <para><mediaobject>
716 <imageobject>
717 <imagedata align="center" fileref="images/create-vm-2.png"
718 width="10cm" />
719 </imageobject>
720 </mediaobject></para>
721
722 <para>Here you have the following options:</para>
723
724 <para><itemizedlist>
725 <listitem>
726 <para>To create a new, empty virtual hard disk, press the
727 <emphasis role="bold">"New"</emphasis> button.</para>
728 </listitem>
729
730 <listitem>
731 <para>You can pick an <emphasis
732 role="bold">existing</emphasis> disk image file.</para>
733
734 <para>The <emphasis role="bold">drop-down list</emphasis>
735 presented in the window contains all disk images which are
736 currently remembered by VirtualBox, probably because they are
737 currently attached to a virtual machine (or have been in the
738 past).</para>
739
740 <para>Alternatively, you can click on the small <emphasis
741 role="bold">folder button</emphasis> next to the drop-down
742 list to bring up a standard file dialog, which allows you to
743 pick any disk image file on your host disk.</para>
744 </listitem>
745 </itemizedlist>Most probably, if you are using VirtualBox for the
746 first time, you will want to create a new disk image. Hence, press
747 the "New" button.</para>
748
749 <para>This brings up another window, the <emphasis
750 role="bold">"Create New Virtual Disk Wizard",</emphasis> which helps
751 you create a new disk image file in the new virtual machine's
752 folder.</para>
753
754 <para>VirtualBox supports two types of image files:<itemizedlist>
755 <listitem>
756 <para>A <emphasis role="bold">dynamically allocated
757 file</emphasis> will only grow in size when the guest actually
758 stores data on its virtual hard disk. It will therefore
759 initially be small on the host hard drive and only later grow
760 to the size specified as it is filled with data.</para>
761 </listitem>
762
763 <listitem>
764 <para>A <emphasis role="bold">fixed-size file</emphasis> will
765 immediately occupy the file specified, even if only a fraction
766 of the virtual hard disk space is actually in use. While
767 occupying much more space, a fixed-size file incurs less
768 overhead and is therefore slightly faster than a dynamically
769 allocated file.</para>
770 </listitem>
771 </itemizedlist></para>
772
773 <para>For details about the differences, please refer to <xref
774 linkend="vdidetails" />.</para>
775
776 <para>To prevent your physical hard disk from running full,
777 VirtualBox limits the size of the image file. Still, it needs to be
778 large enough to hold the contents of your operating system and the
779 applications you want to install -- for a modern Windows or Linux
780 guest, you will probably need several gigabytes for any serious
781 use:</para>
782
783 <mediaobject>
784 <imageobject>
785 <imagedata align="center" fileref="images/create-vdi-1.png"
786 width="10cm" />
787 </imageobject>
788 </mediaobject>
789
790 <para>After having selected or created your image file, again press
791 <emphasis role="bold">"Next"</emphasis> to go to the next
792 page.</para>
793 </listitem>
794
795 <listitem>
796 <para>After clicking on <emphasis role="bold">"Finish"</emphasis>,
797 your new virtual machine will be created. You will then see it in
798 the list on the left side of the Manager window, with the name you
799 entered initially.</para>
800 </listitem>
801 </orderedlist></para>
802 </sect1>
803
804 <sect1>
805 <title>Running your virtual machine</title>
806
807 <para>To start a virtual machine, you have several options:<itemizedlist>
808 <listitem>
809 <para>Double-click on its entry in the list within the Manager
810 window or</para>
811 </listitem>
812
813 <listitem>
814 <para>select its entry in the list in the Manager window it and
815 press the "Start" button at the top or</para>
816 </listitem>
817
818 <listitem>
819 <para>for virtual machines created with VirtualBox 4.0 or later,
820 navigate to the "VirtualBox VMs" folder in your system user's home
821 directory, find the subdirectory of the machine you want to start
822 and double-click on the machine settings file (with a
823 <computeroutput>.vbox</computeroutput> file extension).</para>
824 </listitem>
825 </itemizedlist></para>
826
827 <para>This opens up a new window, and the virtual machine which you
828 selected will boot up. Everything which would normally be seen on the
829 virtual system's monitor is shown in the window, as can be seen with the
830 image in <xref linkend="virtintro" />.</para>
831
832 <para>In general, you can use the virtual machine much like you would use
833 a real computer. There are couple of points worth mentioning
834 however.</para>
835
836 <sect2>
837 <title>Starting a new VM for the first time</title>
838
839 <para>When a VM gets started for the first time, another wizard -- the
840 <emphasis role="bold">"First Start Wizard"</emphasis> -- will pop up to
841 help you select an <emphasis role="bold">installation medium</emphasis>.
842 Since the VM is created empty, it would otherwise behave just like a
843 real computer with no operating system installed: it will do nothing and
844 display an error message that no bootable operating system was
845 found.</para>
846
847 <para>For this reason, the wizard helps you select a medium to install
848 an operating system from.</para>
849
850 <itemizedlist>
851 <listitem>
852 <para>If you have physical CD or DVD media from which you want to
853 install your guest operating system (e.g. in the case of a Windows
854 installation CD or DVD), put the media into your host's CD or DVD
855 drive.</para>
856
857 <para>Then, in the wizard's drop-down list of installation media,
858 select <emphasis role="bold">"Host drive"</emphasis> with the
859 correct drive letter (or, in the case of a Linux host, device file).
860 This will allow your VM to access the media in your host drive, and
861 you can proceed to install from there.</para>
862 </listitem>
863
864 <listitem>
865 <para>If you have downloaded installation media from the Internet in
866 the form of an ISO image file (most probably in the case of a Linux
867 distribution), you would normally burn this file to an empty CD or
868 DVD and proceed as just described. With VirtualBox however, you can
869 skip this step and mount the ISO file directly. VirtualBox will then
870 present this file as a CD or DVD-ROM drive to the virtual machine,
871 much like it does with virtual hard disk images.</para>
872
873 <para>For this case, the wizard's drop-down list contains a list of
874 installation media that were previously used with VirtualBox.</para>
875
876 <para>If your medium is not in the list (especially if you are using
877 VirtualBox for the first time), select the small folder icon next to
878 the drop-down list to bring up a standard file dialog, with which
879 you can pick the image file on your host disks.</para>
880 </listitem>
881 </itemizedlist>
882
883 <para>In both cases, after making the choices in the wizard, you will be
884 able to install your operating system.</para>
885 </sect2>
886
887 <sect2>
888 <title id="keyb_mouse_normal">Capturing and releasing keyboard and
889 mouse</title>
890
891 <para>As of version 3.2, VirtualBox provides a virtual USB tablet device
892 to new virtual machines through which mouse events are communicated to
893 the guest operating system. As a result, if you are running a modern
894 guest operating system that can handle such devices, mouse support may
895 work out of the box without the mouse being "captured" as described
896 below; see <xref linkend="settings-motherboard" /> for more
897 information.</para>
898
899 <para>Otherwise, if the virtual machine only sees standard PS/2 mouse
900 and keyboard devices, since the operating system in the virtual machine
901 does not "know" that it is not running on a real computer, it expects to
902 have exclusive control over your keyboard and mouse. This is, however,
903 not the case since, unless you are running the VM in full-screen mode,
904 your VM needs to share keyboard and mouse with other applications and
905 possibly other VMs on your host.</para>
906
907 <para>As a result, initially after installing a guest operating system
908 and before you install the Guest Additions (we will explain this in a
909 minute), only one of the two -- your VM or the rest of your computer --
910 can "own" the keyboard and the mouse. You will see a
911 <emphasis>second</emphasis> mouse pointer which will always be confined
912 to the limits of the VM window. Basically, you activate the VM by
913 clicking inside it.</para>
914
915 <para>To return ownership of keyboard and mouse to your host operating
916 system, VirtualBox reserves a special key on your keyboard for itself:
917 the <emphasis role="bold">"host key".</emphasis> By default, this is the
918 <emphasis>right Control key</emphasis> on your keyboard; on a Mac host,
919 the default host key is the left Command key. You can change this
920 default in the VirtualBox Global Settings. In any case, the current
921 setting for the host key is always displayed <emphasis>at the bottom
922 right of your VM window,</emphasis> should you have forgotten about
923 it:</para>
924
925 <para><mediaobject>
926 <imageobject>
927 <imagedata align="center" fileref="images/vm-hostkey.png"
928 width="7cm" />
929 </imageobject>
930 </mediaobject>In detail, all this translates into the
931 following:</para>
932
933 <para><itemizedlist>
934 <listitem>
935 <para>Your <emphasis role="bold">keyboard</emphasis> is owned by
936 the VM if the VM window on your host desktop has the keyboard
937 focus (and then, if you have many windows open in your guest
938 operating system as well, the window that has the focus in your
939 VM). This means that if you want to type within your VM, click on
940 the title bar of your VM window first.</para>
941
942 <para>To release keyboard ownership, press the Host key (as
943 explained above, typically the right Control key).</para>
944
945 <para>Note that while the VM owns the keyboard, some key sequences
946 (like Alt-Tab for example) will no longer be seen by the host, but
947 will go to the guest instead. After you press the host key to
948 re-enable the host keyboard, all key presses will go through the
949 host again, so that sequences like Alt-Tab will no longer reach
950 the guest.</para>
951 </listitem>
952
953 <listitem>
954 <para>Your <emphasis role="bold">mouse</emphasis> is owned by the
955 VM only after you have clicked in the VM window. The host mouse
956 pointer will disappear, and your mouse will drive the guest's
957 pointer instead of your normal mouse pointer.</para>
958
959 <para>Note that mouse ownership is independent of that of the
960 keyboard: even after you have clicked on a titlebar to be able to
961 type into the VM window, your mouse is not necessarily owned by
962 the VM yet.</para>
963
964 <para>To release ownership of your mouse by the VM, also press the
965 Host key.</para>
966 </listitem>
967 </itemizedlist></para>
968
969 <para>As this behavior can be inconvenient, VirtualBox provides a set of
970 tools and device drivers for guest systems called the "VirtualBox Guest
971 Additions" which make VM keyboard and mouse operation a lot more
972 seamless. Most importantly, the Additions will get rid of the second
973 "guest" mouse pointer and make your host mouse pointer work directly in
974 the guest.</para>
975
976 <para>This will be described later in <xref
977 linkend="guestadditions" />.</para>
978 </sect2>
979
980 <sect2>
981 <title>Typing special characters</title>
982
983 <para>Operating systems expect certain key combinations to initiate
984 certain procedures. Some of these key combinations may be difficult to
985 enter into a virtual machine, as there are three candidates as to who
986 receives keyboard input: the host operating system, VirtualBox, or the
987 guest operating system. Who of these three receives keypresses depends
988 on a number of factors, including the key itself.</para>
989
990 <itemizedlist>
991 <listitem>
992 <para>Host operating systems reserve certain key combinations for
993 themselves. For example, it is impossible to enter the <emphasis
994 role="bold">Ctrl+Alt+Delete</emphasis> combination if you want to
995 reboot the guest operating system in your virtual machine, because
996 this key combination is usually hard-wired into the host OS (both
997 Windows and Linux intercept this), and pressing this key combination
998 will therefore reboot your <emphasis>host</emphasis>.</para>
999
1000 <para>Also, on Linux and Solaris hosts, which use the X Window
1001 System, the key combination <emphasis
1002 role="bold">Ctrl+Alt+Backspace</emphasis> normally resets the X
1003 server (to restart the entire graphical user interface in case it
1004 got stuck). As the X server intercepts this combination, pressing it
1005 will usually restart your <emphasis>host</emphasis> graphical user
1006 interface (and kill all running programs, including VirtualBox, in
1007 the process).</para>
1008
1009 <para>Third, on Linux hosts supporting virtual terminals, the key
1010 combination <emphasis role="bold">Ctrl+Alt+Fx</emphasis> (where Fx
1011 is one of the function keys from F1 to F12) normally allows to
1012 switch between virtual terminals. As with Ctrl+Alt+Delete, these
1013 combinations are intercepted by the host operating system and
1014 therefore always switch terminals on the
1015 <emphasis>host</emphasis>.</para>
1016
1017 <para>If, instead, you want to send these key combinations to the
1018 <emphasis>guest</emphasis> operating system in the virtual machine,
1019 you will need to use one of the following methods:</para>
1020
1021 <itemizedlist>
1022 <listitem>
1023 <para>Use the items in the "Machine" menu of the virtual machine
1024 window. There you will find "Insert Ctrl+Alt+Delete" and
1025 "Ctrl+Alt+Backspace"; the latter will only have an effect with
1026 Linux or Solaris guests, however.</para>
1027 </listitem>
1028
1029 <listitem>
1030 <para>Press special key combinations with the Host key (normally
1031 the right Control key), which VirtualBox will then translate for
1032 the virtual machine:<itemizedlist>
1033 <listitem>
1034 <para><emphasis role="bold">Host key + Del</emphasis> to
1035 send Ctrl+Alt+Del (to reboot the guest);</para>
1036 </listitem>
1037
1038 <listitem>
1039 <para><emphasis role="bold">Host key +
1040 Backspace</emphasis> to send Ctrl+Alt+Backspace (to
1041 restart the graphical user interface of a Linux or Solaris
1042 guest);</para>
1043 </listitem>
1044
1045 <listitem>
1046 <para><emphasis role="bold">Host key + F1</emphasis> (or
1047 other function keys) to simulate Ctrl+Alt+F1 (or other
1048 function keys, i.e. to switch between virtual terminals in
1049 a Linux guest).</para>
1050 </listitem>
1051 </itemizedlist></para>
1052 </listitem>
1053 </itemizedlist>
1054 </listitem>
1055
1056 <listitem>
1057 <para>For some other keyboard combinations such as <emphasis
1058 role="bold">Alt-Tab</emphasis> (to switch between open windows),
1059 VirtualBox allows you to configure whether these combinations will
1060 affect the host or the guest, if a virtual machine currently has the
1061 focus. This is a global setting for all virtual machines and can be
1062 found under "File" -&gt; "Preferences" -&gt; "Input" -&gt;
1063 "Auto-capture keyboard".</para>
1064 </listitem>
1065 </itemizedlist>
1066 </sect2>
1067
1068 <sect2>
1069 <title>Changing removable media</title>
1070
1071 <para>While a virtual machine is running, you can change removable media
1072 in the "Devices" menu of the VM's window. Here you can select in detail
1073 what VirtualBox presents to your VM as a CD, DVD, or floppy.</para>
1074
1075 <para>The settings are the same as would be available for the VM in the
1076 "Settings" dialog of the VirtualBox main window, but since that dialog
1077 is disabled while the VM is in the "running" or "saved" state, this
1078 extra menu saves you from having to shut down and restart the VM every
1079 time you want to change media.</para>
1080
1081 <para>Hence, in the "Devices" menu, VirtualBox allows you to attach the
1082 host drive to the guest or select a floppy or DVD image using the Disk
1083 Image Manager, all as described in <xref
1084 linkend="configbasics" />.</para>
1085 </sect2>
1086
1087 <sect2 id="intro-resize-window">
1088 <title>Resizing the machine's window</title>
1089
1090 <para>You can resize the virtual machine's window when it is running. In
1091 that case, one of three things will happen:<orderedlist>
1092 <listitem>
1093 <para>If you have <emphasis role="bold">"scale mode"</emphasis>
1094 enabled, then the virtual machine's screen will be scaled to the
1095 size of the window. This can be useful if you have many machines
1096 running and want to have a look at one of them while it is running
1097 in the background. Alternatively, it might be useful to enlarge a
1098 window if the VM's output screen is very small, for example
1099 because you are running an old operating system in it.</para>
1100
1101 <para>To enable scale mode, press the <emphasis role="bold">host
1102 key + C</emphasis>, or select "Scale mode" from the "Machine" menu
1103 in the VM window. To leave scale mode, press the host key + C
1104 again.</para>
1105
1106 <para>The aspect ratio of the guest screen is preserved when
1107 resizing the window. To ignore the aspect ratio, press Shift
1108 during the resize operation.</para>
1109
1110 <para>Please see <xref linkend="KnownIssues" /> for additional
1111 remarks.</para>
1112 </listitem>
1113
1114 <listitem>
1115 <para>If you have the Guest Additions installed and they support
1116 automatic <emphasis role="bold">resizing</emphasis>, the Guest
1117 Additions will automatically adjust the screen resolution of the
1118 guest operating system. For example, if you are running a Windows
1119 guest with a resolution of 1024x768 pixels and you then resize the
1120 VM window to make it 100 pixels wider, the Guest Additions will
1121 change the Windows display resolution to 1124x768.</para>
1122
1123 <para>Please see <xref linkend="guestadditions" /> for more
1124 information about the Guest Additions.</para>
1125 </listitem>
1126
1127 <listitem>
1128 <para>Otherwise, if the window is bigger than the VM's screen, the
1129 screen will be centered. If it is smaller, then scroll bars will
1130 be added to the machine window.</para>
1131 </listitem>
1132 </orderedlist></para>
1133 </sect2>
1134
1135 <sect2>
1136 <title>Saving the state of the machine</title>
1137
1138 <para>When you click on the "Close" button of your virtual machine
1139 window (at the top right of the window, just like you would close any
1140 other window on your system), VirtualBox asks you whether you want to
1141 "save" or "power off" the VM. (As a shortcut, you can also press the
1142 Host key together with "Q".)</para>
1143
1144 <para><mediaobject>
1145 <imageobject>
1146 <imagedata align="center" fileref="images/vm-close.png"
1147 width="11cm" />
1148 </imageobject>
1149 </mediaobject>The difference between these three options is crucial.
1150 They mean:</para>
1151
1152 <itemizedlist>
1153 <listitem>
1154 <para><emphasis role="bold">Save the machine state:</emphasis> With
1155 this option, VirtualBox "freezes" the virtual machine by completely
1156 saving its state to your local disk.</para>
1157
1158 <para>When you start the VM again later, you will find that the VM
1159 continues exactly where it was left off. All your programs will
1160 still be open, and your computer resumes operation. Saving the state
1161 of a virtual machine is thus in some ways similar to suspending a
1162 laptop computer (e.g. by closing its lid).</para>
1163 </listitem>
1164
1165 <listitem>
1166 <para><emphasis role="bold">Send the shutdown signal.</emphasis>
1167 This will send an ACPI shutdown signal to the virtual machine, which
1168 has the same effect as if you had pressed the power button on a real
1169 computer. So long as the VM is running a fairly modern operating
1170 system, this should trigger a proper shutdown mechanism from within
1171 the VM.</para>
1172 </listitem>
1173
1174 <listitem>
1175 <para><emphasis role="bold">Power off the machine:</emphasis> With
1176 this option, VirtualBox also stops running the virtual machine, but
1177 <emphasis>without</emphasis> saving its state.<warning>
1178 <para>This is equivalent to pulling the power plug on a real
1179 computer without shutting it down properly. If you start the
1180 machine again after powering it off, your operating system will
1181 have to reboot completely and may begin a lengthy check of its
1182 (virtual) system disks. As a result, this should not normally be
1183 done, since it can potentially cause data loss or an
1184 inconsistent state of the guest system on disk.</para>
1185 </warning></para>
1186
1187 <para>As an exception, if your virtual machine has any snapshots
1188 (see the next chapter), you can use this option to quickly <emphasis
1189 role="bold">restore the current snapshot</emphasis> of the virtual
1190 machine. In that case, powering off the machine will not disrupt its
1191 state, but any changes made since that snapshot was taken will be
1192 lost.</para>
1193 </listitem>
1194 </itemizedlist>
1195
1196 <para>The <emphasis role="bold">"Discard"</emphasis> button in the
1197 VirtualBox Manager window discards a virtual machine's saved state. This
1198 has the same effect as powering it off, and the same warnings
1199 apply.</para>
1200 </sect2>
1201 </sect1>
1202
1203 <sect1 id="snapshots">
1204 <title>Snapshots</title>
1205
1206 <para>With snapshots, you can save a particular state of a virtual machine
1207 for later use. At any later time, you can revert to that state, even
1208 though you may have changed the VM considerably since then. A snapshot of
1209 a virtual machine is thus similar to a machine in "saved" state, as
1210 described above, but there can be many of them, and these saved states are
1211 preserved.</para>
1212
1213 <para>You can see the snapshots of a virtual machine by first selecting a
1214 machine in the VirtualBox Manager and then clicking on the "Snapshots"
1215 button at the top right. Until you take a snapshot of the machine, the
1216 list of snapshots will be empty except for the "Current state" item, which
1217 represents the "Now" point in the lifetime of the virtual machine.</para>
1218
1219 <sect2>
1220 <title>Taking, restoring and deleting snapshots</title>
1221
1222 <para>There are three operations related to snapshots:<orderedlist>
1223 <listitem>
1224 <para>You can <emphasis role="bold">take a snapshot</emphasis>.
1225 This makes a copy of the machine's current state, to which you can
1226 go back at any given time later.<itemizedlist>
1227 <listitem>
1228 <para>If your VM is currently running, select "Take
1229 snapshot" from the "Machine" pull-down menu of the VM
1230 window.</para>
1231 </listitem>
1232
1233 <listitem>
1234 <para>If your VM is currently in either the "saved" or the
1235 "powered off" state (as displayed next to the VM in the
1236 VirtualBox main window), click on the "Snapshots" tab on the
1237 top right of the main window, and then<itemizedlist>
1238 <listitem>
1239 <para>either on the small camera icon (for "Take
1240 snapshot") or</para>
1241 </listitem>
1242
1243 <listitem>
1244 <para>right-click on the "Current State" item in the
1245 list and select "Take snapshot" from the menu.</para>
1246 </listitem>
1247 </itemizedlist></para>
1248 </listitem>
1249 </itemizedlist></para>
1250
1251 <para>In any case, a window will pop up and ask you for a snapshot
1252 name. This name is purely for reference purposes to help you
1253 remember the state of the snapshot. For example, a useful name
1254 would be "Fresh installation from scratch, no Guest Additions", or
1255 "Service Pack 3 just installed". You can also add a longer text in
1256 the "Description" field if you want.</para>
1257
1258 <para>Your new snapshot will then appear in the snapshots list.
1259 Underneath your new snapshot, you will see an item called "Current
1260 state", signifying that the current state of your VM is a
1261 variation based on the snapshot you took earlier. If you later
1262 take another snapshot, you will see that they will be displayed in
1263 sequence, and each subsequent snapshot is derived from an earlier
1264 one:<mediaobject>
1265 <imageobject>
1266 <imagedata align="center" fileref="images/snapshots-1.png"
1267 width="12cm" />
1268 </imageobject>
1269 </mediaobject></para>
1270
1271 <para>VirtualBox imposes no limits on the number of snapshots you
1272 can take. The only practical limitation is disk space on your
1273 host: each snapshot stores the state of the virtual machine and
1274 thus occupies some disk space. (See the next section for details
1275 on what exactly is stored in a snapshot.)</para>
1276 </listitem>
1277
1278 <listitem>
1279 <para>You can <emphasis role="bold">restore a snapshot</emphasis>
1280 by right-clicking on any snapshot you have taken in the list of
1281 snapshots. By restoring a snapshot, you go back (or forward) in
1282 time: the current state of the machine is lost, and the machine is
1283 restored to the exact state it was in when the snapshot was
1284 taken.<footnote>
1285 <para>Both the terminology and the functionality of restoring
1286 snapshots has changed with VirtualBox 3.1. Before that
1287 version, it was only possible to go back to the very last
1288 snapshot taken -- not earlier ones, and the operation was
1289 called "Discard current state" instead of "Restore last
1290 snapshot". The limitation has been lifted with version 3.1. It
1291 is now possible to restore <emphasis>any</emphasis> snapshot,
1292 going backward and forward in time.</para>
1293 </footnote></para>
1294
1295 <note>
1296 <para>Restoring a snapshot will affect the virtual hard drives
1297 that are connected to your VM, as the entire state of the
1298 virtual hard drive will be reverted as well. This means also
1299 that all files that have been created since the snapshot and all
1300 other file changes <emphasis>will be lost. </emphasis>In order
1301 to prevent such data loss while still making use of the snapshot
1302 feature, it is possible to add a second hard drive in
1303 "write-through" mode using the
1304 <computeroutput>VBoxManage</computeroutput> interface and use it
1305 to store your data. As write-through hard drives are
1306 <emphasis>not</emphasis> included in snapshots, they remain
1307 unaltered when a machine is reverted. See <xref
1308 linkend="hdimagewrites" os="" /> for details.</para>
1309 </note>
1310
1311 <para>To avoid losing the current state when restoring a snapshot,
1312 you can create a new snapshot before the restore.</para>
1313
1314 <para>By restoring an earlier snapshot and taking more snapshots
1315 from there, it is even possible to create a kind of alternate
1316 reality and to switch between these different histories of the
1317 virtual machine. This can result in a whole tree of virtual
1318 machine snapshots, as shown in the screenshot above.</para>
1319 </listitem>
1320
1321 <listitem>
1322 <para>You can also <emphasis role="bold">delete a
1323 snapshot</emphasis>, which will not affect the state of the
1324 virtual machine, but only release the files on disk that
1325 VirtualBox used to store the snapshot data, thus freeing disk
1326 space. To delete a snapshot, right-click on it in the snapshots
1327 tree and select "Delete". As of VirtualBox 3.2, snapshots can be
1328 deleted even while a machine is running.<note>
1329 <para>Whereas taking and restoring snapshots are fairly quick
1330 operations, deleting a snapshot can take a considerable amount
1331 of time since large amounts of data may need to be copied
1332 between several disk image files. Temporary disk files may
1333 also need large amounts of disk space while the operation is
1334 in progress.</para>
1335 </note></para>
1336
1337 <para>There are some situations which cannot be handled while a VM
1338 is running, and you will get an appropriate message that you need
1339 to perform this snapshot deletion when the VM is shut down.</para>
1340 </listitem>
1341 </orderedlist></para>
1342 </sect2>
1343
1344 <sect2>
1345 <title>Snapshot contents</title>
1346
1347 <para>Think of a snapshot as a point in time that you have preserved.
1348 More formally, a snapshot consists of three things:<itemizedlist>
1349 <listitem>
1350 <para>It contains a complete copy of the VM settings, including
1351 the hardware configuration, so that when you restore a snapshot,
1352 the VM settings are restored as well. (For example, if you changed
1353 the hard disk configuration or the VM's system settings, that
1354 change is undone when you restore the snapshot.)</para>
1355
1356 <para>The copy of the settings is stored in the machine
1357 configuration, an XML text file, and thus occupies very little
1358 space.</para>
1359 </listitem>
1360
1361 <listitem>
1362 <para>The complete state of all the virtual disks attached to the
1363 machine is preserved. Going back to a snapshot means that all
1364 changes that had been made to the machine's disks -- file by file,
1365 bit by bit -- will be undone as well. Files that were since
1366 created will disappear, files that were deleted will be restored,
1367 changes to files will be reverted.</para>
1368
1369 <para>(Strictly speaking, this is only true for virtual hard disks
1370 in "normal" mode. As mentioned above, you can configure disks to
1371 behave differently with snapshots; see <xref
1372 linkend="hdimagewrites" />. Even more formally and technically
1373 correct, it is not the virtual disk itself that is restored when a
1374 snapshot is restored. Instead, when a snapshot is taken,
1375 VirtualBox creates differencing images which contain only the
1376 changes since the snapshot were taken, and when the snapshot is
1377 restored, VirtualBox throws away that differencing image, thus
1378 going back to the previous state. This is both faster and uses
1379 less disk space. For the details, which can be complex, please see
1380 <xref linkend="diffimages" />.)</para>
1381
1382 <para>Creating the differencing image as such does not occupy much
1383 space on the host disk initially, since the differencing image
1384 will initially be empty (and grow dynamically later with each
1385 write operation to the disk). The longer you use the machine after
1386 having created the snapshot, however, the more the differencing
1387 image will grow in size.</para>
1388 </listitem>
1389
1390 <listitem>
1391 <para>Finally, if you took a snapshot while the machine was
1392 running, the memory state of the machine is also saved in the
1393 snapshot (the same way the memory can be saved when you close the
1394 VM window). When you restore such a snapshot, execution resumes at
1395 exactly the point when the snapshot was taken.</para>
1396
1397 <para>The memory state file can be as large as the memory size of
1398 the virtual machine and will therefore occupy quite some disk
1399 space as well.</para>
1400 </listitem>
1401 </itemizedlist></para>
1402 </sect2>
1403 </sect1>
1404
1405 <sect1>
1406 <title id="configbasics">Virtual machine configuration</title>
1407
1408 <para>When you select a virtual machine from the list in the Manager
1409 window, you will see a summary of that machine's settings on the
1410 right.</para>
1411
1412 <para>Clicking on the "Settings" button in the toolbar at the top brings
1413 up a detailed window where you can configure many of the properties of the
1414 selected VM. But be careful: even though it is possible to change all VM
1415 settings after installing a guest operating system, certain changes might
1416 prevent a guest operating system from functioning correctly if done after
1417 installation.</para>
1418
1419 <note>
1420 <para>The "Settings" button is disabled while a VM is either in the
1421 "running" or "saved" state. This is simply because the settings dialog
1422 allows you to change fundamental characteristics of the virtual computer
1423 that is created for your guest operating system, and this operating
1424 system may not take it well when, for example, half of its memory is
1425 taken away from under its feet. As a result, if the "Settings" button is
1426 disabled, shut down the current VM first.</para>
1427 </note>
1428
1429 <para>VirtualBox provides a plethora of parameters that can be changed for
1430 a virtual machine. The various settings that can be changed in the
1431 "Settings" window are described in detail in <xref
1432 linkend="BasicConcepts" />. Even more parameters are available with the
1433 VirtualBox command line interface; see <xref
1434 linkend="vboxmanage" />.</para>
1435 </sect1>
1436
1437 <sect1>
1438 <title>Removing virtual machines</title>
1439
1440 <para>To remove a virtual machine which you no longer need, right-click on
1441 it in the Manager's VM list select "Remove" from the context menu that
1442 comes up.</para>
1443
1444 <para>A confirmation window will come up that allows you to select whether
1445 the machine should only be removed from the list of machines or whether
1446 the files associated with it should also be deleted.</para>
1447
1448 <para>The "Remove" menu item is disabled while a machine is
1449 running.</para>
1450 </sect1>
1451
1452 <sect1 id="clone">
1453 <title>Cloning virtual machines</title>
1454
1455 <para>To experiment with a VM configuration, test different guest OS levels
1456 or to simply backup a VM, VirtualBox can create a full copy of an existing
1457 VM.<footnote>Cloning support was introduced with VirtualBox
1458 4.1.</footnote></para>
1459
1460 <para>A wizard will guide you through the clone process:</para>
1461
1462 <mediaobject>
1463 <imageobject>
1464 <imagedata align="center" fileref="images/clone-vm.png"
1465 width="10cm" />
1466 </imageobject>
1467 </mediaobject>
1468
1469 <para>This wizard can be invoked from the context menu of the Manager's VM
1470 list (select "Clone") or the "Snapshots" view of the selected VM. You have
1471 the choice to create a exact copy of the current state without any
1472 snapshots or with all snapshots included.<!-- If you
1473 invoke the clone VM wizard from the latter place and have selected a
1474 specific snapshot you can additional decide if you want to clone that
1475 snapshot including all child's, but without any independent snapshots in
1476 the tree.--></para>
1477
1478 <para>The clone operation itself can be a lengthy operation depending on
1479 the size and count of the attached disk images. Also keep in mind that
1480 every snapshot has differencing disk images attached, which need to be cloned
1481 as well.</para>
1482
1483 <para>The "Clone" menu item is disabled while a machine is running.</para>
1484
1485 <para>For how to clone a VM at the command line, please see <xref
1486 linkend="vboxmanage-clonevm" />.</para>
1487 </sect1>
1488
1489 <sect1 id="ovf">
1490 <title>Importing and exporting virtual machines</title>
1491
1492 <para>VirtualBox can import and export virtual machines in the
1493 industry-standard Open Virtualization Format (OVF).<footnote>
1494 <para>OVF support was originally introduced with VirtualBox 2.2 and
1495 has seen major improvements with every version since.</para>
1496 </footnote></para>
1497
1498 <para>OVF is a cross-platform standard supported by many virtualization
1499 products which allows for creating ready-made virtual machines that can
1500 then be imported into a virtualizer such as VirtualBox. VirtualBox makes
1501 OVF import and export easy to access and supports it from the Manager
1502 window as well as its command-line interface. This allows for packaging
1503 so-called <emphasis role="bold">virtual appliances</emphasis>: disk images
1504 together with configuration settings that can be distributed easily. This
1505 way one can offer complete ready-to-use software packages (operating
1506 systems with applications) that need no configuration or installation
1507 except for importing into VirtualBox.<note>
1508 <para>The OVF standard is complex, and support in VirtualBox is an
1509 ongoing process. In particular, no guarantee is made that VirtualBox
1510 supports all appliances created by other virtualization software. For
1511 a list of known limitations, please see <xref
1512 linkend="KnownIssues" />.</para>
1513 </note></para>
1514
1515 <para>Appliances in OVF format can appear in two variants:<orderedlist>
1516 <listitem>
1517 <para>They can come in several files, as one or several disk images,
1518 typically in the widely-used VMDK format (see <xref
1519 linkend="vdidetails" />) and a textual description file in an XML
1520 dialect with an <computeroutput>.ovf</computeroutput> extension.
1521 These files must then reside in the same directory for VirtualBox to
1522 be able to import them.</para>
1523 </listitem>
1524
1525 <listitem>
1526 <para>Alternatively, the above files can be packed together into a
1527 single archive file, typically with an
1528 <computeroutput>.ova</computeroutput> extension. (Such archive files
1529 use a variant of the TAR archive format and can therefore be
1530 unpacked outside of VirtualBox with any utility that can unpack
1531 standard TAR files.)</para>
1532 </listitem>
1533 </orderedlist></para>
1534
1535 <para>To <emphasis role="bold">import</emphasis> an appliance in one of
1536 the above formats, simply double-click on the OVF/OVA file.<footnote>
1537 <para>Starting with version 4.0, VirtualBox creates file type
1538 associations for OVF and OVA files on your host operating
1539 system.</para>
1540 </footnote> Alternatively, select "File" -&gt; "Import appliance" from
1541 the Manager window. In the file dialog that comes up, navigate to the file
1542 with either the <computeroutput>.ovf</computeroutput> or the
1543 <computeroutput>.ova</computeroutput> file extension.</para>
1544
1545 <para>If VirtualBox can handle the file, a dialog similar to the following
1546 will appear:</para>
1547
1548 <para><mediaobject>
1549 <imageobject>
1550 <imagedata align="center" fileref="images/ovf-import.png"
1551 width="12cm" />
1552 </imageobject>
1553 </mediaobject>This presents the virtual machines described in the OVF
1554 file and allows you to change the virtual machine settings by
1555 double-clicking on the description items. Once you click on <emphasis
1556 role="bold">"Import"</emphasis>, VirtualBox will copy the disk images and
1557 create local virtual machines with the settings described in the dialog.
1558 These will then show up in the Manager's list of virtual machines.</para>
1559
1560 <para>Note that since disk images tend to be big, and VMDK images that
1561 come with virtual appliances are typically shipped in a special compressed
1562 format that is unsuitable for being used by virtual machines directly, the
1563 images will need to be unpacked and copied first, which can take a few
1564 minutes.</para>
1565
1566 <para>For how to import an image at the command line, please see <xref
1567 linkend="vboxmanage-import" />.</para>
1568
1569 <para>Conversely, to <emphasis role="bold">export</emphasis> virtual
1570 machines that you already have in VirtualBox, select "File" -&gt; "Export
1571 appliance". A different dialog window shows up that allows you to combine
1572 several virtual machines into an OVF appliance. Then, select the target
1573 location where the target files should be stored, and the conversion
1574 process begins. This can again take a while.</para>
1575
1576 <para>For how to export an image at the command line, please see <xref
1577 linkend="vboxmanage-export" />.<note>
1578 <para>OVF cannot describe snapshots that were taken for a virtual
1579 machine. As a result, when you export a virtual machine that has
1580 snapshots, only the current state of the machine will be exported, and
1581 the disk images in the export will have a "flattened" state identical
1582 to the current state of the virtual machine.</para>
1583 </note></para>
1584 </sect1>
1585
1586 <sect1 id="frontends">
1587 <title>Alternative front-ends</title>
1588
1589 <para>As briefly mentioned in <xref linkend="features-overview" />,
1590 VirtualBox has a very flexible internal design that allows for using
1591 multiple interfaces to control the same virtual machines. To illustrate,
1592 you can, for example, start a virtual machine with the VirtualBox Manager
1593 window and then stop it from the command line. With VirtualBox's support
1594 for the Remote Desktop Protocol (RDP), you can even run virtual machines
1595 remotely on a headless server and have all the graphical output redirected
1596 over the network.</para>
1597
1598 <para>In detail, the following front-ends are shipped in the standard
1599 VirtualBox package:</para>
1600
1601 <para><orderedlist>
1602 <listitem>
1603 <para><computeroutput>VirtualBox</computeroutput> is the VirtualBox
1604 Manager. This graphical user interface uses the Qt toolkit; most of
1605 this User Manual is dedicated to describing it. While this is the
1606 easiest to use, some of the more advanced VirtualBox features are
1607 kept away from it to keep it simple.</para>
1608 </listitem>
1609
1610 <listitem>
1611 <para><computeroutput>VBoxManage</computeroutput> is our
1612 command-line interface for automated and very detailed control of
1613 every aspect of VirtualBox. It is described in <xref
1614 linkend="vboxmanage" />.</para>
1615 </listitem>
1616
1617 <listitem>
1618 <para><computeroutput>VBoxSDL</computeroutput> is an alternative,
1619 simple graphical front-end with an intentionally limited feature
1620 set, designed to only display virtual machines that are controlled
1621 in detail with <computeroutput>VBoxManage</computeroutput>. This is
1622 interesting for business environments where displaying all the bells
1623 and whistles of the full GUI is not feasible.
1624 <computeroutput>VBoxSDL</computeroutput> is described in <xref
1625 linkend="vboxsdl" />.</para>
1626 </listitem>
1627
1628 <listitem>
1629 <para>Finally, <computeroutput>VBoxHeadless</computeroutput> is yet
1630 another front-end that produces no visible output on the host at
1631 all, but merely acts as a RDP server if the VirtualBox Remote
1632 Desktop Extension (VRDE) is installed. As opposed to the other
1633 graphical interfaces, the headless front-end requires no graphics
1634 support. This is useful, for example, if you want to host your
1635 virtual machines on a headless Linux server that has no X Window
1636 system installed. For details, see <xref
1637 linkend="vboxheadless" />.</para>
1638 </listitem>
1639 </orderedlist>If the above front-ends still do not satisfy your
1640 particular needs, it is possible to create yet another front-end to the
1641 complex virtualization engine that is the core of VirtualBox, as the
1642 VirtualBox core neatly exposes all of its features in a clean API; please
1643 refer to <xref linkend="VirtualBoxAPI" />.</para>
1644 </sect1>
1645</chapter>
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