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Howto Install Windows XP and SuSE Linux on the same PC

SuSE Linux and Windows XP, Dual Boot,Newbies Guide

Sally Shears

For the past several years, Linux has become easier and easier to install and use. The SuSE installer would partition your hard disk, shrink Windows to make room for Linux and add a boot menu so you could choose Linux or Windows. On the Mac, it was the same. Also the same in other Linux distributions.

But, now in 2002, the available PC's have Windows XP with a new file system (ntfs) that makes things much more difficult. The only easy route is to discard Windows and let the Linux installer create a Linux-only computer.

Skilled hackers know their way around all the obstacles, and much of this has been posted here. But, abbreviated recipes won't be much help to Newbies trying to do this for the first time.

The purpose of this article is to provide a guide, accessable even to Newbies, for creating the desired Linux-plus-Windows installation.

What I wanted:
  1. Nice Linux machine.

  2. Easy to re-boot into Windows from time to time.

  3. Able to save files in either Linux or Windows and then see them from the other.

  4. Easy to return the machine to it's original Windows-only state.

Limitations of this article:
  • I'm doing this in SuSE Linux ver 8.1; some of the problems I'm solving may be handled by later versions of SuSE Linux or in other Linux distributions. Caveat reader.

  • My approach is a second hard disk drive for Linux, so this won't work for laptops. Some, not all, the comments below will be relevant to laptops.

  • I'm working only with SuSE Linux. A similar approach will probably work wtih other Linux distributions, but the details may be different. Hackers, please comment

  • My primary desktop environment is Mac OS X, not Windows, so I may be missing some obvious points about Windows.

  • My instructions assume you are using the graphic user interface in Linux (KDE) and not the text-only approach sometimes used for servers.

Problems to solve:
  1. Today's machines come with Windows XP. The XP file system is ntfs (a more modern file system than FAT which was used up to Win98). The Windows XP file system fills the whole disk, leaving no room for Linux.

  2. SuSE installer has a partition re-sizer to make room for Linux, but it won't resize the ntfs file system, only the older FAT file system. The only option in the SuSE installer is to delete the Windows XP system. We don't want to do that! There is no easy way to setup dual boot.

    1. SuSE suggest the easiest approach is to delete the Windows XP partition and create a new FAT file system for Windows, and then resize that partition with the SuSE installer. Ugh! This creates a new set of problems: Windows XP may not work as well with FAT. You may not have installer CDs to install Windows XP in a FAT file system. We want the Windows-aspect of our computer to be 100% standard.

  3. SuSE Linux can see the Windows ntfs partition and read from it, but cannot write files on the ntfs file system. Windows deals only with Windows-stuff and can't even see the Linux partition. The recommended solution, if keeping the ntfs file system for Windows, is to create a FAT32 partition that both OS's can read/write and use this for files to be accessed from both sides.

    All the above leads me to an easier approach: A second hard disk...

  4. Win XP will only boot from first hard disk. (There are some technical details here, but I believe the restriction is that Windows will only boot from the first hard disk in boot-priority order.)

  5. Many PC vendors only provide a Restore cd, not a complete Install cd for Windows. Comments here on usenet suggest that if you resize the Win partition, you cannot reinstall Win XP from these Restore disks without going back to scratch (that is, without resetting the whole hard disk drive to be dedicated to Windows.) Again, Windows deals only with Windows-stuff.

  6. We want to make sure that a re-install of Windows won't wipe out your Linux. In particular, that it not wipe out the nice Choose your OS.. menu when booting. Using the restore disk will probably overwrite the whole drive in question, including the Master Boot Record (MBR) where the Linux boot manager is located. Therefore, we don't want to put the nice Linux boot-manager on the Windows drive. Instead, we'll put it on a separate Linux hard disk drive. Also, for the same reasons, we want the FAT32 partition to be on the Linux drive. (Note: It's going to be harder on Laptops... Most laptops have only one hard drive.)

Assumptions:
  • You are using a new consumer PC.

  • It has Windows XP; I also think Apple is great, but this article is NOT about installing on an Apple computer.

  • It has one ATA/IDE/EIDE-type hard disk drive

  • You can add a second hard disk drive

  • Your Windows XP and your SuSE Linux installations will be standard

My approach to solving the problems:
  • Add a second hard disk drive for Linux

  • Make Linux the first drive, and Windows the second

  • Add a FAT32 partition to the linux drive that both operating systems can read/write. Format this partition as FAT32 in Windows.

  • Configure the Linux boot loader (GRUB) to give you the choice of Windows or Linux at boot time.

  • Learn to mount the FAT partition in Linux.

Major alternatives to my approach:
  • instead of dual boot, create a Linux only machine. This is much easier, the installer will take care of everything.

  • instead of a second hard drive, resize the Windows partition and put everything on one drive

  • instead of configuring the boot loader, twiddle the bios to change the boot priority order of the hard disks (see step 6 below)

  • instead of creating a shared partition, just email yourself any document you want to use in the other operating system

Basics you need to know:
  • Booting means loading the system software from the hard drive. Booting takes place when you turn on or restart your computer.

  • In Windows, your disk drives and partitions are listed as C:, D:, E:, etc.

  • In Linux, your disk drives are hda, hdb, etc., where hda is the "first" drive and hdb is the "second".

  • Each drive may be divided into partitions which work like "virtual" disk drives.

  • In Windows, partitions appear as additional "Local Disk Drives" E:, F:, etc.

  • In Linux, partitions are identified by adding a number to the drive label. So, hda1 is the first partition on the first drive, hda2 is the second partition on the first drive, etc.

  • It's crazy, but for historical reasons, the boot programs know the drives as (hd0) and (hd1), that is, zero is first, one is second. Naturally! For the boot loader, the partitions are indicated with a comma and digit, again counting up from 0. -- So (hd1,0) is the second hard drive, first partition. -- Similarly, (hd0,2) is the first hard drive, third partition. (Fortunately, once you've set up your boot menu, you can forget about the "start from zero" scheme for just about everything you'll want to do.)

  • Within a partition, a file system has to be created before you can do anything else. SuSE will take care of this for the Linux partitions, and Windows handles it's drive. We'll use the Windows format utility for the FAT32 partition.

  • For the main Linux partition, the filesystem is probably ReiserFS, the SuSE default. But you could choose ext2 or ext3.

  • It's confusing, but the label "FAT" is used for three slightly different file systems: FAT, FAT16, and FAT32. We'll use FAT32, the most modern of these because it allows long file names. Linux sometimes uses "vfat" for FAT32.

Procedure 1. Steps:

  1. Test your computer with Windows XP. Set up your Windows users, register with Microsoft, etc.

  2. Buy an additional hard drive. These are quite cheap now. You can have 40gb for a little over $100. I bought Maxtor Ultra Series 80gb (red box) for $150. Six months from now, you'll laugh at these prices! I think most any IDE/ATA drive will work fine.

  3. Change the original hard drive from Master to Slave by opening the case and moving a jumper on the drive. Install the new hard drive, and set it to be Master on the same IDE cable. Look for some instructions with your new hard drive, make notes, and check your original drive carefully. The jumper positions are different for different brands of hard disk drive. Usually, there is something printed on the drive label.

    Tip

    (You might want to get help to do the Master - Slave changes and install the new drive.)

    (It would probably work to put the original hard drive on the second IDE cable as Master, where the new drive is Master on the first IDE cable just as above, but I haven't tested this.)

    Just remember, the original drive with Windows will be the second drive, and the new one with Linux will be the first drive.

  4. Install SuSE -- Run the SuSE installer, starting with SuSE's directions. Usually this means booting from CD#1 or the DVD.

    1. Throughout the installation -- Remember that you are installing Linux on hda, the "first" drive. The SuSE installer should suggest this as the default.

    2. Create a partition to share between Linux and windows -- At the partitioning step of the install, shrink the Linux partition a bit and add a FAT partition on hda. For "mount point" of the FAT partition enter /windows/share and the remaining default options for "FAT" should be OK. Both Windows and Linux can read and write to this FAT32 partition. I made my FAT partition 300mb. [Perhaps we could specify the options for /etc/fstab at this point, but I did it later. Comments?]

    3. Rest of Installation -- Follow SuSE's suggestions to install on first hard drive (hda). Follow SuSE's suggestions to install GRUB on the Master Boot Record (MBR). On the software options page, choose Default system. You're done when you get the KDE desktop and not the installer menus.

    4. Explore Linux a bit. There are a few more steps before we can easily switch back and forth between Linux and Windows, but these can wait.

  5. Test booting -- Logout and restart your computer. Watch the boot menu. You should get options for Linux, Floppy, and Failsafe. Also a couple of "windows.." options. Check that "Linux" works. Don't try the "Windows" choices in the boot menu; they won't work! Make a note of the items you see in the boot menu. (I did try the "windows" option and the computer "hangs". If this happens to you, the old "three finger salute" still works... hold Ctrl and Alt while you type Delete. This will restart your computer.)

  6. (Strictly Optional) Switching OS's the HARD WAY -- You might need to use this in order to boot Windows before completing the remaining steps. It's awkward, but it does get you to Windows... When you boot, there is probably an option to enter the "BIOS Setup". Watch for this option and act quickly. On my machine, I have to hit "Del" within a couple of seconds. Proceed carefully, but find the option to change the "boot priority" of the different hard disks. You can choose Windows by giving boot priority to the second hard disk drive, Linux by giving boot priority to the first hard drive. This works, but there has to be a better way!

    If you do change the BIOS boot-priority order, then before doing the remaining steps, go back and reset the boot-priority order so the first hard disk (with Linux) has priority.

  7. Fixing the Windows item in the Boot menu -- Restart your computer, choose the default "Linux" in the boot menu, login as root. Note that "root" will NOT be one of the choices you can select by clicking the name/picture on the login menu, just type "root" in the "Login" space and give the root password. You should see the KDE desktop. Notice the warning icons on the desktop. As root, you can blow things up completely! Be careful.

    1. Check the boot options created by the installer. Launch YaST2 by clicking the bottom-left icon, the gear wheel... then System... then YaST2; the name is an acronym for "Yet another System Tool" and this is one of SuSE's important contributions.

      • Choose "System" in the left panel of YaST2.

      • Choose "Bootloader Configuration" in the right panel.

      • Choose "Expert manual configuration". Next.

      • Look at the window "Boot loader configuration:"... After some initial items, you'll find one section for each item in the boot menu. Each sections starts with a "title" line. (The text in this window is from the file /boot/grub/menu.lst )

      Here's what SuSE's installer created for me:

      ---- START of /boot/grub/menu.lst ----
      # Modified by YaST2. Last modification on Thu Nov 21 23:31:22 2002
      
      gfxmenu (hd0,1)/boot/message
      color white/blue black/light-gray
      default 0
      timeout 8
      
      title linux
          kernel (hd0,1)/boot/vmlinuz root=/dev/hda2  hdc=ide-scsi  vga=785
          initrd (hd0,1)/boot/initrd
      
      title windows 1
          root (hd0,2)
          makeactive
          chainloader +1
      
      title windows 2
          root (hd1,0)
          makeactive
          chainloader +1
      
      title floppy
          root (fd0)
          chainloader +1
      
      title failsafe
          kernel (hd0,1)/boot/vmlinuz.shipped root=/dev/hda2 ide=nodma apm=off 
      acpi=off vga=normal nosmp maxcpus=0 disableapic 3
          initrd (hd0,1)/boot/initrd.shipped
      ---- END of /boot/grub/menu.lst ----
      	    

      OK, so what's the problem? There are two problems with what SuSE creates:

      • The "windows 1" section will try to boot from the sharing partition (first hard disk, third partition, the FAT partition... remember it's counting from zero). This partition will have only some of my files, and not Windows itself, so any boot from this partition will fail. (I suppose SuSE thinks we MIGHT put some Windows version on this paritition in the future. I think this boot menu option is confusing, so I'll just remove it.)

      • The "windows 2" section is pointed to the right place, but has an error.

    2. Remove the wrong "windows" section -- Select the windows section that references (hd0,2) by left-click-dragging over the text. Hit the "delete" or "backspace" key on your keyboard to erase it. Poof! Gone.

    3. Fix the remaining Windows option -- Continue your editing... I took the secton "windows 2" and changed it to be like this:

      title Windows XP
      map (hd1) (hd0)
      root (hd1,0)
      chainloader+1
      makeactive
      	    

      Note

      Some notes: "Windows XP" can be whatever text you want in the boot menu "map..." see below. Last two entries... I think SuSE has them in backwards order Don't worry about the indenting... SuSE will fix it. Ignore the button marked "Edit /etc/grub/conf"

      • Click Next then Finish then Yes. YaST2 will save your revised boot menu.

  8. Test the Boot Menu Choices -- In Linux, logout and select "Restart computer". Try the boot options for Linux and Windows to verify that they work. When you log-in to Linux, do so with your normal username, not as root. Use root only when you need to in order to change a system configuration.

  9. Format the shared partition -- I use the Windows XP format command to format the shared partition.

    • Restart the computer

    • Chose Windows XP (or whatever label you chose)

    • Start... My computer... Your shared partition will appear as an "extra" local drive. Mine was E:. Here's how to know you have the right "local drive": When you click on a drive, it's icon is highlighted and the lower left display shows the size and space available. When you click on your shared drive, the lower left display will not show size because the partition has not yet been formatted.

    • Right click on your shared partition. Format. Choose FAT32, not ntfs. Use the defaults for other options.

    • Now if you click on the shared partition, the lower left display will show the size.

  10. Make the "Shared" partition visible to Linux

    • Restart, boot Linux, login as root, open a console window with Konsole (I start Konsole with one of the icons in the lower left... Move your mouse over the icons and let it pause. Linux will show the name of the program represented by the icon.)

    1. Look as /etc/fstab this is the table that tells Linux which partitions to mount at boot and which can be mounted by the user. In the Konsole window, type

         cat /etc/fstab
      	    

      My output looked like this for the hard disks (there are additional lines, but these are all the /dev/hd... lines)

      /dev/hda2     /                    reiserfs   defaults        1 1
      /dev/hda3     /windows/share       vfat       defaults        0 0
      /dev/hda1     swap                 swap       pri=42          0 0
      	    

      In this table, hda3 is our FAT partition for sharing between OS's.

      (What's the problem? The problem is if /dev/hda3 is mounted with defaults, this will be done by root at boot-time, and no other users will be able to touch it. You won't be able to touch it if you login with your normal userid, only if you login as root. Instead, we need to set the shared partition to be mounted by you after login.)

    2. Save a copy of /etc/fstab

      		cp /etc/fstab /etc/fstabSAVE
       

      If this fails, you probably didn't login as root. Logout, login as root, and repeat from step 10.

    3. Change /etc/fstab

      
      		  umount /windows/share
      		  pico /etc/fstab
      		

      This is a simple text editor. Use the arrow keys to move the cursor. Ctrl-Dto delete a character. Just type to insert characters. Now change the /dev/hda3 line so that instead of the word defaults", you have noauto,user". When done, the first few lines of my /etc/fstab look like this:

      /dev/hda2     /                    reiserfs   defaults        1 1
      /dev/hda3     /windows/share       vfat       noauto,user     0 0
      /dev/hda1     swap                 swap       pri=42          0 0
      ... there's more... leave the additional lines unchanged ...
      	    

      Note

      (Thanks to Kevin Nathan for this tip.)

      If you make a mistake, Ctrl-X, No so you don't save, and repeat pico /etc/fstab

      • Still in Pico, Ctrl-X, Yes to save, Return to confirm the file name. Now you have changed /etc/fstab.

      • Logout, Shutdown, let the computer stop, then Power-on, and boot Linux.

      • If this doesn't work, boot rescue system and trouble-shoot.

  11. Learning to mount your shared partition in Linux

    To mount your partition:

    • Boot Linux and login with your normal userid

    • Open a Konsole window

      mount /windows/share
      	      

      To un-mount the shared partition

      umount /windows/share
        

      .. or just log out.

  12. Uninstall. Someday, you might want to return your machine to be a Windows machine, just like you purchased at the store. I'm sure you'll like SuSE Linux, but maybe you want to give the computer to someone who doesn't know this yet! Remove your linux hard drive and change the original drive (with Windows) back to "Master". Now, when you boot, the machine will never know that you used to have Linux installed!

Have a lot of fun!

Note

Roger Bollen

I performed the installation on 2HD's and it works like a charm.

I use the following menu list part for windows:

----------
title Windows XP
map (hd0) (hd1)
map (hd1) (hd0)
root (hd1,0)
chainloader+1
makeactive
---------------

Difference: I use 2x map otherwise you end up having 2x Windows system.


Updated: Fri, 23 Jul 2004
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