Dual boot Windows 8.1 and Ubuntu
Before we begin …This guide is intended for a computer that is already running Windows 8.1, with enough hard-disk space left so we can install Ubuntu next to Windows. Ubuntu recommends more than 6.4Gb, as it uses 6.4Gb for the install alone. So probably best to aim for at least say 20Gb of disk space you will need, but go higher if you can – I took 100Gb (84Gb Ubuntu and 16Gb swap). Show
Tip : Read the entire article before actually doing anything .. Note : Leave some Gb’s available for your Windows partition … Windows needs extra space for it’s swap file. Note : Windows 8 and newer will very likely work much the same way. Note : I’m not a Linux expert, I assume there are better ways to do certain steps, but this worked for me. Tip : You can open this webpage in Ubuntu when you’re running the live version from your USB stick. Makes Copy/Paste easier …Total Destruction at your own risk!Not likely that this will happen, total destruction, but the steps we take in this guide can result in a computer that will no longer boot your Windows setup, and might require a total reinstall of everything from scratch. Consequences like loss of all data should be expected! So please please please pay attention to what you’re doing,… don’t blame us if your house implodes! Running Ubuntu straight from USB … just 3 steps …If you are more interested in just running Ubuntu from a USB stick, then you will only need to follow these 3 steps: Step 1 –
Create a Bootable Ubuntu USB stick Using the boot menu or giving USB the highest boot priority in the BIOS, will make it that you can boot Ubuntu when you see fit. You might however need a separate storage devices to save your files … or figure out how to save files on your Ubuntu USB stick. Tools we need …First you’ll need a Ubuntu 14.x install ISO file, which can be found on the Ubuntu website. I used Ubuntu Desktop 14.04 64-bit and my computer was already running Windows 8.1. Next we need a tool called
“Universal USB Installer” which helps us create a bootable USB drive or USB stick. Download - Universal-USB-Installer
OK, when you have all that, and of course a computer running Windows 8.x, time to get started … Step 1 – Create a Bootable Ubuntu USB stickWe have 2 options here: either create a bootable USB stick or a installation DVD. For those that wish to burn a DVD : Use your favorite disk burning application to burn the downloaded Ubuntu ISO file to DVD. Creating a bootable USB stick is relatively easy with “Universal USB Installer“. Download the application and double click it to get it started.
Universal USB installer After clicking “Create” a recap will be shown of the planned actions – please verify them before clicking “Yes“. Universal USB Installer – Planned Actions After clicking “Yes”, a few windows will fly by indicating work in progress … Universal USB Installer – Prepping USB Drive Note that during this process, the ISO fill will be taken apart (which takes a little time), and your USB stick will be prepped. Once you see the message “Installation Done, Process is Complete!” (in the black part of the window, in green text), your USB stick is done and ready. Click “Close” to close Universal USB Installer. Step 2 – Make a backup of your current Windows setupBackups are funny – you only need them when you didn’t make one … so we better play it save, since we will be doing some pretty drastic things to your harddrive. Windows 8.1 comes with the tools we need to create a recovery drive (USB Stick, at least 16GB, USB 3.0 recommended if your computer supports it) and a backup of your personal files (depending on your computer, this might be a lot of files, and a network share or larger USB drive might be needed). There are other ways of doing this, so be my guest to pick your preferred method and tool. Here we use the standard Windows tools. Before making backups …This is a good time to:
Creating a Recovery DriveFor this you will need a 16 Gb USB Stick (or larger). If your computer supports USB 3.0 and you have a USB 3.0 stick laying around, then by all means use it! It makes a huge difference and will save you a lot of time. This is NOT the same USb stick we just used for Ubuntu! To get to Windows Recovery, open a Windows Explorer window and paste “Control Panel\All Control Panel Items\Recovery” in the address bar (without the double quotes of course) and press ENTER. Note : I assume that this Recovery option will look similar for Windows 8. For Windows 7 however, it will look very different, and it most certainly does not exist under Windows XP. Windows 8.1 – How to get to Recovery Tools From the “Recovery” window, select the “Create a recovery drive” option. Windows 8.1 – Recovery – Select “Create a recovery drive” This will guide you through a wizard to create a recovery drive. Check “Copy the recovery partition from the PC to the recovery drive” and click “Next“. Recovery Wizard – Check “Copy the recovery partition” In the next window, you’ll have to select the right USB drive – this will be the drive that Windows will use to store the recovery data on. Recovery Wizard – Select the USB drive In the next window, you’ll get a warning that the selected drive will be totally erased, and if you’re sure you selected the right drive, click “Next“. Recovery Wizard – Confirmation to erase Now it’s a matter of waiting … grab a snack and a drink if you’d like … or write an article for your website (that’s what I’m doing) … Recovery Wizard – Creating Recovery Disk The entire process took only a few minutes on my setup – but this all depends on the speed of your computer, USB port and USB drive. Recovery Wizard – Finished Once completed, click “Finish“, and remove the USB drive properly (use the Windows Eject option), and store it in a safe place … you’ll need it when things go South on ya. Backup your Personal FilesIn this step we will backup your files and such, which might need more space – all depending on what you’ve collected over time. I will not spent too much time on this particular backup method, I store all my files on my NAS, so anything on my computer can go anyway. For files that are stored in “My Documents”, you can use the “File
History” tool. To get to this tool, paste “Control Panel\System and Security\File History” in the address bar of Windows Explorer. It will right away seek a suitable drive. You’ll see a button “File History” which most likely is set to “OFF” at this moment. Warning: this will only backup your files from “My Documents“! Step 3 – Make room on your hard-drive for UbuntuNow that we have either a bootable USB Stick/Drive (or DVD disk), and a recovery drive for Windows, time to make prepare your hard-drive for Ubuntu. Resizing/Shrinking your Windows partition is relatively easy – given that you have enough hard-disk space. For this we will use the “Disk Management” tool, which can be found in the “Control Panel” – if you can’t find it, type “Disk Management” in the search box of the Control Panel window. Once “Disk Management” opens, you will most likely see an unexpected number of partitions … the days of Windows XP and one or two partitions seem over with all the recovery partitions these days. Multiple Recovery Partitions (really?), an EFI partition and finally a “C:” partition. Windows 8.1 – Disk Management To shrink the “C:” partition, right click the C-partition first and select the “Shrink Volume…” option from the popup menu. Windows 8.1 – Disk Management – Shrink Partition A popup window briefly appears, analyzing available space. In the field “Enter the amount of space to shrink in MB“, we basically enter the amount of MB we’d like our Ubuntu partition to be. In the example below, I reserver 100 GB for my Ubuntu partition (100,000). Depending on your disk space and Ubuntu needs, you can of course decide on different values. I would carefully guess that 10 GB (10,000) is what you should take as a minimum, but I’m sure that number can be tuned. Remember this value … it will help you select the right partition at a later time. Windows 8.1 – Disk Management – Define Ubuntu Partition Size Once decided how much space you’d like to use, click the “Shrink” button – this process can be surprisingly fast … After completion, you will see that “Disk Management” indicates a nice chunk of “Unallocated” space – which is exactly where we will place our Ubuntu setup. Step 4 – Turn OFF Fast BootWe need to turn of Fast Boot, so we can actually boot from our USB drive. Note that this option might or might not be applicable for your computer. Fast Boot can be found in the Power Options (Control Panel) and to get there, open a Windows Explorer window and paste “Control Panel\Hardware and Sound\Power Options” in the address bar and press ENTER. Windows 8.1 -Power Options In the Power Options window, click the “Change what the power buttons do” option. Windows 8.1 -Power Options – Disable Fast Boot Here we uncheck the “Turn on fast startup (recommended)” option. If this option is disabled (grayed out – like shown above), then first click the “Change settings that are currently unavailable” to enable the option. When done, click the “Save changes” button. Step 5 – UEFI BIOS Settings to Enable boot from USBSecure Boot is actually a BIOS (or more correct UEFI) option, which makes sure that the computer is only booted with software the PC manufacturer trusts (see also this Microsoft TechNet Article). Please note that “Secure Boot” is not a requirement for any Operating System (as far as I know), rather an attempt by hardware manufacturers to get PC’s more “secure” … (can you hear me couch?) “Secure Boot” should not be confused with “UEFI” and “Legacy” boot mode! Before proceeding : Insert the Ubuntu USB Stick we just made, so we can see it when we change the boot order. Note : I ran into this article for older Ubuntu versions on Acer. Getting in to the UEFI BIOSOption 1 – Direct Option 2 – Via Windows For those who use “Start-Is-Back“: The SHIFT trick (option 2) does NOT work
in the Start-menu. Disabling UEFI Secure BootShort version: Go into your (UEFI) BIOS and disable “Secure Boot” … Long version: There is a great variation of what BIOS screens will look like. The only (UEFI) Windows box I have is my Acer Laptop (Aspire V5-552P-X440), so I’ll base everything on that – other computers might look similar or very different, but I’m sure that with a little looking around you’ll find what you need. The “Secure Boot” option can be expected under the “Security” or “Boot“. “Secure Boot” Grayed Out … |
1 | sudo add-apt-repository ppa:yannubuntu/boot-repair |
These statements will add a repository so we can get “Boot Repair”, update your setup, install “Boot Repair” and finally start “Boot Repair”.
Quite a lot of messages will fly by and eventually Boot Repair starts scanning.
Boot Repair – Scanning your drives
At the end of the scan it will most likely notify you that EFI was detected, just click “OK“.
Right after a warning appears about packages that will be installed, just click “OK” again and the main window of “Boot Repair” will show.
Boot Repair – Main Window
Here we click the “Recommended repair” button, and “Boot Repair” will do it’s magic.
Boo Repair – Repair in progress
After a few seconds a message might appear. In this message you’re asked to copy and paste the statements displayed and execute them in Terminal. So we open another Terminal window. Right click the text (possible choose “Select All” first) and select “Copy“. Next go to the new Terminal window you just opened, right click in the window and choose “Paste“.
Boot Repair – Execute these lines in Terminal
You might notice that the first statements will be executed, but the last statement is just sitting there. Press ENTER to execute this last line as well.
Again a lot of info flying by …
Once you see the prompt return in the Terminal window, click “Forward” in the message window from which we just copied the statements.
Boot Repair – Execute these lines in Terminal as well
Again a window opens with text that we need to copy and execute in terminal, so repeat the same steps we just did.
And again a lot of info flying by …
Once Terminal completed the task, click the “Forward” button in the message window, as we did before.
“Boot Repair” will now reinstall Grub.
Some people, like myself, run into an error message at the end saying “An error occurred during repair”.
If you’d like you can write down the link, but honestly: I wouldn’t know what
to do with it anyway – I did look at it though … but still don’t know what to with it.
Click “OK” .
Once “Boot Repair” finished it’s magic, time to go to the next step: Fixing the boot-loader from the Windows end of things.
Reboot your computer … and most likely your computer will boot straight into Windows …
Once Windows is booted, login and start a command prompt as administrator.
The easiest way to do this is by pressing the
Windows key + X. ( + X)
In the opening window select “Command Prompt (Admin)“.
In the command prompt window type the following and press ENTER:
bcdedit /set "{bootmgr}" path \EFI\ubuntu\grubx64.efi
You can now close the command prompt and reboot your computer.
During the boot of your computer you should now see a menu that allows you to boot – your menu may look different.
I recommend testing “Ubuntu” and “Windows Boot Manager” – just to make sure it all works as expected.
GNU GRUB version 2.02^beta2-9
┌───────────────────────────────────────────────────────┐
│ * Ubuntu │
│ Advanced options for Ubuntu │
│ Windows Boot
Manager (on /dev/sda2) │
│ System setup │
└───────────────────────────────────────────────────────┘
If your computer is NOT booting into the Grub Bootloader …
I ran into this issue myself. My computer (Acer Aspire V5 552P) has a priority list in the BIOS (“Boot” screen) which sets the “Windows Boot Manager” as the highest priority. To get Grub to appear, I had to give my hard-disk hghest priority by moving it to the first position.
After doing that Grub booted just fine.
An application (untested!) like EasyUEFI, which runs under Windows, might be of assistance for this as well.