Friday, September 11, 2026

Linux Installation & Environment

This is the next important step in your Linux System Administration learning path.

The goal is to create a Linux practice environment where you can safely learn commands, users, permissions, networking, services, storage, SSH, and troubleshooting.

1. What is a Virtual Machine?

A Virtual Machine (VM) is a computer created inside your existing computer using software.

For example:

Your Windows 11 Computer
        │
        ▼
 VirtualBox / VMware
        │
        ▼
  Virtual Machine
        │
        ▼
 Ubuntu Linux

Your physical computer is called the Host.

The Linux VM is called the Guest.

Term

Meaning

Host OS

Your main operating system, e.g. Windows

Guest OS

Operating system installed inside VM

Hypervisor

Software that creates/manages VMs

Virtual CPU

CPU resources assigned to VM

Virtual RAM

RAM assigned to VM

Virtual Disk

Disk file used by VM

ISO

Linux installation image

2. VirtualBox vs VMware

Two common options for learning Linux are:

Feature

VirtualBox

VMware Workstation

VM software

Oracle VirtualBox

VMware Workstation

Beginner friendly

⭐⭐⭐⭐⭐

⭐⭐⭐⭐⭐

Linux support

Windows host

Networking practice

Snapshot support

Linux administration practice

For your learning, VirtualBox is perfectly sufficient.

You don't need an expensive physical Linux server.

3. What You Need

For a beginner Ubuntu VM, prepare:

Requirement

Recommended

Host OS

Windows 10/11

RAM

8 GB+ host recommended

VM RAM

2–4 GB

Storage

25–40 GB

CPU

2 virtual CPUs

Internet

Recommended

Linux ISO

Ubuntu Desktop or Ubuntu Server

VM Software

VirtualBox or VMware

Important

Your computer needs hardware virtualization enabled.

Common names in BIOS/UEFI:

Intel VT-x
Intel Virtualization Technology
AMD-V
SVM Mode

4. Download Ubuntu

For learning Linux administration, I recommend Ubuntu because it is beginner-friendly and widely used in cloud environments.

Download an Ubuntu ISO from the official Ubuntu website:

Ubuntu official website

You will generally choose between:

Ubuntu Desktop

Has a graphical interface:

Ubuntu
   ↓
Desktop
   ↓
Terminal

Good for beginners.

Ubuntu Server

Mostly command-line based:

Ubuntu Server
      ↓
    CLI
      ↓
Commands

For System Administration/DevOps practice, Ubuntu Server is especially useful.

5. Install VirtualBox

Download VirtualBox from the official website:

Oracle VirtualBox

Install it on Windows using the normal installation process.

After installation, you should see something similar to:

┌─────────────────────────────┐
│       VirtualBox            │
├─────────────────────────────┤
│                             │
│  [+] New                    │
│  ⚙ Settings                │
│  ▶ Start                   │
│                             │
│  No virtual machines        │
│                             │
└─────────────────────────────┘

6. Create Your First Ubuntu VM

Open VirtualBox.

Click:

New

Enter:

Name:
Ubuntu-Linux-Lab

Choose the Ubuntu ISO you downloaded.

For a current VirtualBox release, the setup screens can vary slightly, but the important configuration is the same.

7. Allocate RAM

Example:

Host Computer
       │
       ├── Windows → 4 GB+
       │
       └── Ubuntu VM → 4 GB

If your computer has:

8 GB RAM

Use approximately:

Ubuntu VM → 2–4 GB

16 GB RAM

You can comfortably use:

Ubuntu VM → 4 GB

32 GB RAM

You can allocate more when needed for multiple VMs.

Don't allocate all your RAM to the VM.

8. Allocate CPU

For basic Linux administration:

Processor → 2 CPUs

That's enough for:

  • Linux commands
  • Bash
  • Git
  • SSH
  • Apache
  • Nginx
  • Docker basics
  • Networking practice

9. Create Virtual Hard Disk

Choose a virtual disk.

Recommended:

Disk Size → 25–40 GB

For example:

Ubuntu-Linux-Lab.vdi

The .vdi file is the virtual hard disk used by VirtualBox.

Think of it as:

Physical SSD
      ↓
Ubuntu-Linux-Lab.vdi
      ↓
Virtual Linux Disk

10. Start the VM

Select:

Ubuntu-Linux-Lab

Click:

Start

Ubuntu will boot from the ISO.

You should see the Ubuntu installation screen.

11. Install Ubuntu

Follow the installer.

Typical choices include:

Language
   ↓
Keyboard
   ↓
Network
   ↓
Installation type
   ↓
User creation
   ↓
Timezone
   ↓
Install

Create a normal user, for example:

Username: linuxuser

You will use this account for normal Linux work.

12. Root vs Normal User

This is extremely important for Linux administration.

Linux commonly has:

root
  ↓
Superuser / Administrator

and:

linuxuser
  ↓
Normal user

When you need administrative privileges, use:

sudo command

Example:

sudo apt update

You may be asked for your user's password.

Don't work as root all the time.

A good administrator normally uses a normal account and uses sudo when administrative privileges are required.

13. First Login

After installation, log into Ubuntu.

Open Terminal.

You can use:

Ctrl + Alt + T

Then run:

whoami

Example:

linuxuser

Check the hostname:

hostname

Check your current directory:

pwd

Check the Linux version:

cat /etc/os-release

Check kernel information:

uname -a

14. First Linux Environment Check

Run these commands one by one:

whoami
hostname
pwd
ls
date
uname -a
cat /etc/os-release

You are learning to answer:

Question

Command

Who am I?

whoami

What is my computer name?

hostname

Where am I?

pwd

What's here?

ls

What date/time is it?

date

What kernel am I using?

uname -a

Which Linux distribution?

cat /etc/os-release

15. Update Ubuntu

After installation, update the package information:

sudo apt update

Then upgrade installed packages:

sudo apt upgrade

You can also use:

sudo apt update && sudo apt upgrade

Difference

apt update
     ↓
Refresh package information

apt upgrade
     ↓
Install available updates

16. Install Some Basic Tools

For your Linux administration lab:

sudo apt install curl wget git vim nano tree net-tools

Then test:

git --version
curl --version
wget --version
vim --version

17. Create Your Linux Practice Directory

Let's create a dedicated practice area.

mkdir ~/linux-lab

Enter it:

cd ~/linux-lab

Check:

pwd

Create directories:

mkdir files users networking services

Check:

ls

You should see:

files
networking
services
users

This can become your Linux administration practice laboratory.

18. Take a VM Snapshot ⭐

Snapshots are extremely useful while learning.

Suppose you reach a clean Ubuntu installation:

Ubuntu Installed
       ↓
Updates Complete
       ↓
Basic Tools Installed
       ↓
Take Snapshot

Name it:

Clean-Ubuntu-Lab

If you later break something while practicing, you can restore the snapshot.

Example

Before Experiment
       ↓
Snapshot
       ↓
Change configuration
       ↓
Something breaks ❌
       ↓
Restore Snapshot
       ↓
Clean system ✅

This is one of the best advantages of using a VM for learning.

19. VirtualBox Networking Modes

Networking is extremely important for Linux administrators.

VirtualBox provides several network modes.

Mode

Simple Meaning

Common Use

NAT

VM uses host's internet

Basic internet access

Bridged Adapter

VM appears on your LAN

Network/server practice

Host-only

Host ↔ VM private network

Lab environments

Internal Network

VM ↔ VM network

Multi-server labs

Beginner setup

Start with:

NAT

Later, create more advanced labs using:

Host-only
+
NAT

For example:

                 Internet
                    │
                  Router
                    │
             Windows Host
                    │
        ┌───────────┴───────────┐
        │                       │
   Ubuntu Server 1        Ubuntu Server 2
        │                       │
        └──── Host-only LAN ────┘

This allows you to practice:

  • SSH
  • Ping
  • IP addressing
  • DNS
  • Apache
  • Nginx
  • Client/server communication

20. VMware Installation — Same Concept

If you prefer VMware, the overall process is almost identical:

Install VMware
      ↓
Download Ubuntu ISO
      ↓
Create New VM
      ↓
Select Ubuntu ISO
      ↓
CPU → 2
      ↓
RAM → 2–4 GB
      ↓
Disk → 25–40 GB
      ↓
Start VM
      ↓
Install Ubuntu
      ↓
Update system
      ↓
Take snapshot

The names of buttons/options may differ slightly.

21. Virtual Machine vs AWS EC2

Since you're also learning AWS, this distinction is very useful.

Local VM

AWS EC2

Runs on your computer

Runs in AWS

VirtualBox/VMware

AWS virtualization

Uses your RAM/CPU

Uses AWS resources

Local practice

Cloud practice

Usually no cloud cost

Can incur AWS charges

Great for experiments

Great for cloud/server practice

Conceptually:

LOCAL LAB

Windows PC
   ↓
VirtualBox
   ↓
Ubuntu VM
   ↓
Linux Administration

versus:

CLOUD LAB

AWS
 ↓
EC2
 ↓
Ubuntu
 ↓
SSH
 ↓
Linux Administration

The Linux commands you learn are largely transferable between the two.

---------

22. Linux Installation — WSL

If you are using Windows 11, WSL (Windows Subsystem for Linux) is one of the easiest ways to earn Linux without installing VirtualBox or VMware.

a. What is WSL?

WSL = Windows Subsystem for Linux

It allows you to run a Linux environment directly inside Windows.

┌──────────────────────────────┐
│          Windows 11          │
│                              │
│   VS Code / Chrome / Apps    │
│                              │
│   ┌──────────────────────┐   │
│   │         WSL          │   │
│   │                      │   │
│   │    Ubuntu Linux      │   │
│   │                      │   │
│   │ Bash | Linux Tools   │   │
│   └──────────────────────┘   │
└──────────────────────────────┘


b. WSL vs VirtualBox

Feature

WSL

VirtualBox

Installation

Easy

More setup

Performance

Lightweight

Uses more resources

Linux GUI

Available with WSLg

Full VM desktop

Linux CLI

Excellent

Excellent

Linux administration practice

Full virtual machine

Snapshots

Different approach

Beginner

⭐⭐⭐⭐⭐

⭐⭐⭐⭐

DevOps practice

⭐⭐⭐⭐⭐

⭐⭐⭐⭐⭐

My recommendation

For your current Linux + AWS + Docker + DevOps learning, start with:

WSL + Ubuntu

Later, use an Ubuntu VM or AWS EC2 when you need to practice full server/network environments.

c. Check Your Windows Version

Open PowerShell as Administrator.

Run:

winver

You can also check WSL:

wsl --status

If WSL isn't installed, Windows will tell you.

d. Install WSL

The easiest method on modern Windows is:

PowerShell → Run as Administrator

Then:

wsl --install

This normally installs WSL and a default Linux distribution.

After installation, restart Windows if prompted.

e. Install Ubuntu Specifically

You can install Ubuntu with:

wsl --install -d Ubuntu

Then restart if requested.

After Windows restarts, Ubuntu may open automatically.

You'll see something similar to:

Installing, this may take a few minutes...

Then:

Enter new UNIX username:

Create your Linux username.

Example:

linuxuser

Then create a Linux password.

⚠️ Important: When entering a Linux password in the terminal, you normally won't see * characters. That's normal.

f. Start Ubuntu

After installation, you can open:

Start Menu → Ubuntu

Or from PowerShell:

wsl

You should get a Linux shell:

linuxuser@DESKTOP:~$

Congratulations — you are now inside Linux. 🎉


🎯 Best setup for your learning

Because you're progressing toward Linux System Administration + AWS + Docker + Jenkins/DevOps, a very practical setup is:

                 WINDOWS 11
                     │
        ┌────────────┼────────────┐
        ↓            ↓            ↓
      VS Code    Docker Desktop  Browser
        │            │
        └────────────┼────────────┘
                     ↓
                   WSL 2
                     ↓
                  Ubuntu
                     ↓
        ┌────────────┼────────────┐
        ↓            ↓            ↓
      Linux         Git          Docker
        │
        ↓
  System Administration
        │
        ├── Files
        ├── Users
        ├── Permissions
        ├── Processes
        ├── Services
        ├── Networking
        ├── Storage
        ├── SSH
        └── Troubleshooting
                     ↓
                   AWS EC2
                     ↓
                  DevOps

For your next step, I recommend moving to Linux Terminal & Basic Commands and practicing each command hands-on in this WSL Ubuntu environment.


23. Recommended Linux Lab for You

For your Linux System Administrator + AWS + DevOps learning, I recommend this progression:

                    LINUX LAB
                       │
             ┌─────────┴─────────┐
             ↓                   ↓
       Local Virtual VM        AWS EC2
             │                   │
          Ubuntu              Ubuntu
             │                   │
             └─────────┬─────────┘
                       ↓
                Linux Commands
                       ↓
              Users & Permissions
                       ↓
                   Processes
                       ↓
                   Services
                       ↓
                   Networking
                       ↓
                    Storage
                       ↓
                      SSH
                       ↓
                    Security
                       ↓
                  Troubleshooting
                       ↓
                    DevOps

✅ Installation & Environment Checklist

#

Task

Status

1

Understand Virtual Machine

2

Install VirtualBox/VMware

3

Download Ubuntu ISO

4

Create Ubuntu VM

5

Configure RAM

6

Configure CPU

7

Configure virtual disk

8

Install Ubuntu

9

Create normal user

10

Understand sudo

11

Configure networking

12

Update Ubuntu

13

Install basic tools

14

Create Linux lab directories

15

Take VM snapshot

16

Practice basic commands

17

Connect to VM using SSH

18

Understand VM vs AWS EC2

19

Linux Installation with WSL

20

Linux Lab

🎯 Your practical target

By the end of this section, you should have:

Windows 11
    │
    └── VirtualBox
          │
          └── Ubuntu-Linux-Lab
                 │
                 ├── Terminal
                 ├── sudo
                 ├── apt
                 ├── Git
                 ├── Networking
                 └── Linux Practice

Once this environment is ready, the next Level 1 topic should be Linux Terminal & Command Line, starting with pwd, ls, cd, mkdir, touch, cp, mv, rm, cat, less, head, tail, and command help.

No comments:

Post a Comment

File System — Complete Beginner Guide

Unlike Windows, where you commonly see drives such as C:\ , D:\ , etc., Linux uses one main directory tree starting from / (root) . Think ...