Linux upgrade: installing Ubuntu

It was time. I had let my linux desktop machine (astra) languish at home for years, neglected and barely used since I bonded with my 15″ Mac Powerbook (and then with its 15″ MacBook Pro successor). Astra’s linux distribution, Mandrake 8.2, fell further and further behind the pounding gallop of linux upgrades, until it was so out of date that I couldn’t even update its packages reliably. I finally decided that it was time to do a full upgrade and install some modern flavor of linux. After some discussions with friends and additional googling, I settled on Ubuntu. Then the fun began!

Step 1. I wanted to make a full backup of astra’s hard drives before doing anything to the OS. My backup drive (andromeda) can be accessed via firewire or USB 2.0. Astra, a cutting-edge machine from the year 2000, has neither one (but it does have USB 1.0!). So I connected astra to my Mac laptop (elysium) with an Ethernet cable and plugged andromeda into elysium’s firewire port. Getting astra and elysium to talk together was as easy as `ifconfig eth1 192.168.0.3 up` on astra and entering a manual IP (192.168.0.2) on elysium (Macs are so smart that they automatically turn Ethernet cables into crossover cables when appropriate). I then used rsync to make a full backup — interrupted intermittently when rsync failed due to two filenames on astra that differed only in case (like “Classes” and “classes”); the Mac filesystem has only a thin veneer of case-sensitivity that is easily scratched by these cases. I renamed files as needed to proceed.

Step 2. I downloaded an Ubuntu 6.0.6 ISO from the Ubuntu website and burned it to a fresh CD-ROM. (When downloading, the website forces you choose between “Ubuntu 7.0.4 with 18 months of free security updates” and “Ubuntu 6.0.6 with 3 years of free security updates.” I’m still perplexed by this, given that it’s a free and open-source OS. But I really don’t need astra to live on the bleeding edge.)

Step 3. I fiddled with my BIOS boot settings to put the CD-ROM drive ahead of the hard drive, then booted up with the Ubuntu CD-ROM. This was the first time I’ve used a “live CD”, and it performed exactly as expected. Ubuntu uncompressed itself and came up in a “test” mode, meaning that you could play around with linux and see how you like it before making the full hard-drive commitment to an installation. I wonder how many people convert to linux after playing with it running off a CD-ROM? Now granted, astra runs at just 667 MHz, but even with a modern CPU, I can’t imagine that having your OS running off the CD drive is what you would describe as a speedy experience. Astra also has only 256 MB of RAM, every bit of which I think was full of Ubuntu just to let it run without a hard drive.

Ubuntu comes with a folder called “Examples”, which includes some music, video, and Open Office (text, spreadsheet, presentation) documents. I couldn’t resist trying to open one of the spreadsheets, at which point astra froze. Out of memory? I had to reboot, but I wasn’t worried — Ubuntu was running in its own space, so no possible damage from an unexpected reboot could be done to my own hard disks; they weren’t even mounted. Therefore, imagine my surprise when I rebooted and the initial system check suddenly failed to find my primary hard drive. No problem — a second reboot and the hard drive was back.

Step 4. I was ready to install. I initiated the process, entering step 1 of a reassuringly small total of 6. The first questions were easy: username, machine name, etc. And then I came to the sweat- and nausea-inducing “set up your partition table” step. Now, you can skip this step and let Ubuntu pick the “largest contiguous free space” in which to install itself. But I didn’t have any free (unpartitioned) space because my old Mandrakian linux was still installed. Beyond that, partitioning your drives just seems like one of those nitty gritty get-your-hands-dirty experiences that you have to suffer through to really feel like you’ve installed linux. I mean, if you don’t develop a fiery, passionate opinion about the One Right Way to Partition, then how can you call yourself a geek? I opted for separate partitions for /, /boot, swap, /home, and /usr, a selection that’s fairly low on the controversy scale. I clicked my way through specifying these things, chanting “I have a full backup, I have a full backup” under my breath, especially when I was forced to check the “reformat partition” checkboxes next to… well… all of my new partitions. I hit the final “Go” button and let Ubuntu run through my hard drive, zeroing everything out (conceptually), and then unpacking itself in its new, clean home.

Step 5. I rebooted. And astra came up, all Ubuntu-ified! It worked!

Well… everything worked but the new wireless card I’d just installed, specially for astra’s new incarnation as my cutting-edge home workstation. I’ll post about how I solved that problem later. For now, here are some other interesting Ubuntu observations:

  • One does not log in as root on Ubuntu. In fact, the root user is “locked”. There is no root password! You do everything root-like via sudo. This was a bit of a shock initially (no root on my own system?), but after googling around and reading a bit of the discussion, I can see some of the reasoning for it. Interesting design choice.
  • What’s the first thing I want to do when I log in? I want a terminal shell. How do I get one? It’s not on a mouse button context menu… where… where… oh! It’s up under the “Accessories” menu. For some reason, this cracks me up, like the terminal is somehow an “extra”, optional, unneeded. For linux! Have times changed that much?
  • Ubuntu does not install anything developer-friendly with its basic install. Although I’ve encountered this before (with my Mac!), it’s still a shock to type gcc or make and get “command not found” back. Because my wireless card wasn’t working, I had to drag my machine across the house to plug it in to my router via Ethernet so that I could install these basic packages.

  • But now astra is up and running and oh-so-proud to be of use once more! Hooray!

    5 Comments
    0 of 2 people learned something from this entry.

    1. jim said,

      August 7, 2007 at 4:19 am

      (Knew it already.)

      I was annoyed with the partitioning, too, but realized that installing over an existing linux file system is pretty far from their typical use case: those who don’t have an opinion on The One Right Way. ;) Still, it would be nice (and pretty easy) to do some simple testing on it then present you with “Oh, I see you’re running Ancient Mandrake, can I overwrite it, pretty please? Or, would you prefer to do this your way. [make it so] [my way]”

      Live CDs are intended to help convert Windows users who fear change. They’re also useful when evaluating linuxes for hardware compatibility. For example, earlier versions of SUSE would recognize my ultra-wide screen and wireless cards. Ubuntu’s had some difficulty with the wireless, though that’s fixed in 7.04. A third use is if you’re a vendor supporting different flavors of linux and you want to transition the company from the developer-friendly “2.6 kernel, glibc 2.4, x86 processor” to “Ubuntu 6.06 LTS, SUSE 10.2, RHEL 4 or 5.”

      One thing that I didn’t like about any of the linuxes are their tendencies to overwrite the boot sector. They’re smart enough to preserve the Windows boot mode, but sometimes they/windows gets confused on which partition.

      Welcome back, Astra!

    2. jim said,

      August 7, 2007 at 4:22 am

      (To finish my thoughts from the third paragraph: it’s very easy to boot into LiveCD mode and test something. It’s more difficult to find a piece of hardware that I can install a full-blown Linux on. Virtualization programs like VMWare, VirtualBox and VirtualPC are helping in this department!)

    3. wkiri said,

      August 7, 2007 at 9:12 am

      It actually hadn’t occurred to me to try testing my hardware/net setup with the Live CD installation. I just ran it, saw “ooh, a pretty linux desktop,” clicked around Examples, and then launched the install. But the ability to test-before-you-blow-away-your-partitions is actually a really nice feature. :)

    4. wkiri said,

      August 7, 2007 at 9:13 am

      P.S. Were you really posting this at 5:22 a.m. PDT? Ugh!

    5. redsnapper said,

      August 7, 2007 at 12:37 pm

      (Knew it already.)

      Eerie! I just switched from OpenSUSE to Ubuntu today myself. And as a security blanket, the first thing I did after installing Ubuntu was “sudo passwd root” :-) I know, it’s wrong, wrong, wrong …

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