Setting Up an Ubuntu VM, Step by Step

This tutorial has been replaced by Setting Up a Debian VM, Step by Step.

Recently on r/php there was a thread asking users about their development environments. The usual answers came tumbling out – mostly about IDEs and methods for uploading their code (side note: FTP is a horrible way to do this!). Out of 144 responses, I noticed that very few mentioned virtual machines. Most that said anything about operating systems or platforms made it clear they were developing on their local machine, with no separation between their everyday driver and their development environment.

This has got to stop, especially amongst PHP developers where we have tools like XAMPP that require nothing more than a simple zip extract to get up and running with your own “server”.

Why do you need a VM?

There are many reasons to do your development work on a virtual machine over your daily desktop:

• It separates out programs and settings from your local desktop that can interfere with the operations of a server. Did you know that if you run Skype and try to install XAMPP, the server won’t start? That’s because Skype is using port 80 for its connection, and you have to manually go in and disable this for XAMPP to work,
• It keeps server-related software out of your desktop,
• If you’re running Windows and a prepackaged server like XAMPP, you may have run into some flakiness when trying to run PEAR, or install memcache or APC, or several of the more popular PHP extensions. XAMPP is great for getting an “it just works” server up and running within minutes, but the drawbacks become too great when you want to do something more in-depth,
• The most important reason of all is that you want your development environment to mimic your production environment as closely as possible, and it’s even better if it is an exact mirror of all the programs and settings. What usually happens when you start a new job at a development company that has its act together is that you’re given a VM image to use on your computer that mimics the production server. The reasons for having your dev environment mimic prod is that it greatly reduces the chances of hearing the phrase, “It works on my computer” because now you don’t have to deal with the minor differences between software versions messing up your application. This tutorial, however, is not meant to replace such a scenario. My aim is to get you up and running a generic VM that allows you to quickly setup new, or modify existing, applications, as is the case for freelancers who have multiple clients that are running on generic webhosts.

Getting Started

There’s two popular VM applications: Oracle VirtualBox and VMare. For this tutorial we’ll be using Virtualbox, which works across all major operating systems.

Download the appropriate package from VirtualBox’s website and install it on your computer. All the default settings will do fine.

The VM OS we’ll be installing is Ubuntu Server 32-bit, which as of the time of this article is still version 11.10, but I have tested everything in 12.04 beta and it works the same.

We’ll using this OS for a couple of reasons:

• Ubuntu’s apt-get is great for quickly getting packages,
• For production servers, the 64-bit version is recommended, but as this is just a local server where we won’t give it the preferred 4GB of ram, the 32-bit should be fine,
• We’re using the Server edition as we have no need for the GUI

Download Ubuntu Server ISO to your computer.

The VM we will end up building and running is not secure and should not be used in a production environment. You should only set this up as a virtual machine on your local desktop!

Install the VM

Open Virtualbox and hit the New button.

step1.png

At the Create New Virtual Machine screen, name your VM “Ubuntu VM” and hit Next

step2.png

Give your VM 1GB of RAM. If your computer has less than 6GB of RAM, you should probably lower it down to 512MB.

step3.png

Click next until you reach the Virtual desk storage details page, and select “Fixed size”

step4.png

Give it 20 GB of space

step5.png

Virtualbox will now create the initial VM image file which may take a minute or two. When it is finished, close the process by hitting the “Create” button.

Right now you have your VM set up, but haven’t installed the actual operating system on it. To do so, simply double click on the Ubuntu VM line and click “next”.

step6.png

Click the folder icon and search for your Ubuntu Server iso file, clicking next until the VM boots up and you’re presented with the Ubuntu language selection screen.

step7.png

The Ubuntu installation is very straight-forward, but there are a few pages I’d like to highlight as being important.

At the hostname screen, choose what you would like to name your server. This name will be used later on to access the server via SSH and when setting up a network folder on your host machine (the desktop you use).

step8.png

Continue on, making sure to hit choose the defaults for most settings, until you get to the “Partition disks” page, where you simply select Yes with your arrow keys, and hit enter

step9.png

You’ll soon get another confirmation screen, follow the same steps

step10.png

Make sure you disable automatic updates

step11.png

And on the next page, select “OpenSSH Server”, “Mail server”, and “Samba file server” using the spacebar.

step12.png

Continue choosing the defaults until installation is complete and your VM reboots.

Set up the network

Virtualbox has this great feature called Snapshots, where you can save the state of your VM at any given point in time. This is great for novices that experiment a bit and often end up with a broken server – just load up the snapshot and start off from a verified working copy!

Before we do that, though, let’s set up one small configuration.

Log in to your new VM using the username and password you chose during installation. We’re going to add a network connection to your VM that will allow you to easily SSH into the server.

$ sudo nano /etc/network/interfaces

Add the following to the end of the file:

1
2
3
4
auto eth1
iface eth1 inet static
address 192.168.56.101
netmask 255.255.255.0

and hit CTRL + X, then Y and ENTER to save changes.

Now shutdown the VM

$ sudo shutdown -h now

At the main VirtualBox screen, hit the settings button

step13.png

Select Network from the list on the left, choose Adapter 2 from the tabs, check “Enable Network Adapter” and choose “Host-only Adapter” from the dropdown, then hit OK

step14.png

What we’ve done in this section is set up your VM to use a static IP address. This is a good idea because it allows us to always access our VM using a single IP address/hostname without having to look it up each time we boot.

By default VirtualBox utilizes the 192.168.56.1 address in your network, and it assigns IP addresses in the 192.168.56.1xx range to all your VMs.

By editing the /etc/network/interfaces file we told Ubuntu that it should expect a network resource to be available at that address.

Take a snapshot

As mentioned previously, Snapshots are a great way to save the current state of your VM and quickly revert back to it in case you ever screw it up.

Setting one up is extremely simple, just select the Snapshots icon in the mainscreen and CTRL + SHIFT + S to create a new Snapshot.

step15.png

If you ever need to, simply come back to this screen and restore that snapshot.

Setup your hosts file

You’ve got your server configured just right, now let’s add the hostname to your hosts file!

Simply add the following entry into your hosts file.

1
192.168.56.101    ubuntu-vm

Keep in mind that for every domain you want to setup on your VM, you’ll need to add it to your hosts file.

Log in via SSH!

Now that you have setup the network adapter in VirtualBox, and added the correct settings to the VM interfaces file, you’re ready to actually SSH into your server and begin installing everything!

You may be wondering why do you need to SSH and not simply use the VM window to do all the work? The only reason for me is that the server does not support copy/paste! There’s a lot of typing ahead and having the ability to simply copy/paste into your terminal is going to speed everything up quite a bit!

For SSH on Windows, I use Kitty. It’s an SSH client that adds some nifty features to PuTTY. There’s also Poderosa. For Mac/Linux just use the terminal!

Since you’ve already added the correct lines to your hosts file, you can set the address to connect to as ubuntu-vm (or whatever you chose during setup).

Make sure to actually start the VM from VirtualBox before attempting to login. Just start it, there’s no need to login from the VirtualBox server window.

Installing the basics First thing’s first, we’re going to install the basic necessities, like make, curl, wget, as well as the Apache server, Mercurial, Git and Subversion:

1
2
3
4
5
$ sudo apt-get install gcc make wget cron curl libxml2 libxml2-dev libzip-dev \
    libbz2-dev curl libcurl4-openssl-dev libcurl3 libcurl3-gnutls libjpeg62 \
    libjpeg62-dev libpng12-0 libpng12-dev libmcrypt-dev libmcrypt4 libxslt1-dev \
    libxml2-dev apache2 apache2-mpm-prefork apache2-prefork-dev apache2-utils \
    apache2.2-common git mercurial subversion

Edit the new Apache2 config file, $ sudo nano /etc/apache2/httpd.conf and add

ServerName localhost

You’ll now have the Apache server up and running! Just point your browser to ubuntu-vm and behold the magic!

step16.png

Let’s enable Apache’s ModRewrite module now:

1
$ sudo a2enmod rewrite

This module allows us to use htaccess for pretty URLs.

Installing MySQL

We’ll be installing MySQL 5.5 from repo, as this is easiest and works fairly well. Unfortunately, Ubuntu 11.10′s repo only goes up to MySQL 5.1, so we’ll add in dotdeb.org’s repos for the latest version.

Add to top of the file $ sudo nano /etc/apt/sources.list:

1
2
deb http://packages.dotdeb.org stable all
deb-src http://packages.dotdeb.org stable all

Then type:

1
2
$ wget http://www.dotdeb.org/dotdeb.gpg && cat dotdeb.gpg | sudo apt-key add -
$ sudo apt-get update

Your system can now download MySQL 5.5!

1
    $ sudo apt-get install mysql-client-5.5 mysql-server-5.5

On the screens asking for a MySQL password, leave it blank and hit enter. Since this is only for a local server there’s no point in setting up a password.

Do NOT use a blank password in production environments! That’s just stupid.

Setting up MySQL

We need to update the IP address that MySQL will listen to for connections by editing $ sudo nano /etc/mysql/my.cnf

Do a search for bind-address (CTRL + W) and change the setting to:

1
2
;bind-address           = 127.0.0.1
bind-address            = 192.168.56.101

Now let’s grant the root MySQL user all permissions:

1
2
3
$ mysql -u root
GRANT ALL ON *.* TO 'root'@'%';
exit;

and restart the service:

1
$ sudo service mysql restart

Compiling PHP from Source

Next we’ll compile PHP from source.

! I’ve updated the following steps from simpy installing PHP from repo, ! and actually compiling PHP from source. I’ve figured out that Xdebug and PHP from ! repo sources don’t play well and cause segfaults when exceptions are thrown in the ! page. Compiling PHP from source resolves this major issue. Plus, it’s pretty easy ! to do!

The initial steps leading up to the compiling are fairly easy, we’re going to install all build dependencies that PHP5 requires and also download the actual source from php.net. I’ll be setting up PHP 5.3.11, but the steps for 5.4.1 are identical, and I’ll provide the link for it in the same code:

1
2
3
4
5
$ sudo apt-get build-dep php5
$ wget http://us3.php.net/get/php-5.3.11.tar.gz/from/this/mirror -O php-5.3.11.tar.gz
# $ wget http://us2.php.net/get/php-5.4.1.tar.gz/from/this/mirror -O php-5.4.1.tar.gz
$ tar -xzf php-*.tar.gz
$ cd php-5*

Now we’ll actually compile PHP. The options shown are fairly standard and should get you up and running with most applications. This process will take a few minutes.

1
2
3
4
5
6
7
8
9
10
11
12
13
$ ./configure --with-apxs2=/usr/bin/apxs2 --with-config-file-path=/etc/php5 \
    --with-mysql=mysqlnd --enable-inline-optimization --disable-debug \
    --enable-bcmath --enable-calendar --enable-ctype --enable-ftp --with-gd \
    --disable-sigchild --with-jpeg-dir=/usr --with-png-dir=/usr --with-zlib=yes \
    --with-zlib-dir=/usr --with-openssl --with-xsl=/usr --with-mcrypt=/usr \
    --with-mhash=/usr --enable-mbstring=all --with-curl=/usr/bin \
    --with-curlwrappers --enable-mbregex --enable-zend-multibyte --with-bz2=/usr \
    --with-iconv --with-pdo-mysql=mysqlnd --enable-fileinfo --with-pear \
    --enable-exif --enable-soap --with-regex --enable-zip --with-tidy \
    --sysconfdir=/etc --with-gettext \
    --with-freetype-dir=/usr/include/freetype2/freetype --with-libxml-dir
$ make
$ sudo make -i install

Create a symlink into the bin

1
$ sudo ln -s /usr/local/bin/php /usr/bin/php

Let the Apache web server know about PHP by first creating a conf file, $ sudo nano /etc/apache2/mods-available/php5.conf, and adding

AddType application/x-httpd-php .php .phtml .php3
AddType application/x-httpd-php-source .phps

And finally enable PHP as an Apache module

1
$ sudo a2enmod php5

The last steps are copying over the default ini file and restarting Apache

1
2
3
$ sudo mkdir /etc/php5/
$ sudo cp ~/php*/php.ini-development /etc/php5/php.ini
$ sudo service apache2 restart

Try it out with $ php -v and you should get back confirmation that you’ve successfully installed PHP.

Before moving into editing the php.ini, or adding sites to apache’s vhosts, I want to setup some simple shortcuts for quickly editing these and other files.

1
2
3
4
5
$ cd
$ mkdir _lamp && cd _lamp
$ sudo ln -s /etc/apache2/httpd.conf
$ sudo ln -s /etc/apache2/sites-available/default
$ sudo ln -s /etc/php5/php.ini

Now whenever you want to update server-related files, just go to this _lamp folder in your home directory.

Now we’ll want to install Xdebug (because you’re using Xdebug to debug, right?)

1
2
3
4
5
6
7
$ cd
$ git clone git://github.com/derickr/xdebug.git
$ cd xdebug*
$ phpize
$ ./configure --enable-xdebug
$ make
$ sudo make install

And finally, configure our php.ini with all the extensions we’ve installed, as well as some other sane defaults

1
2
$ cd ~/_lamp
$ sudo nano php.ini

To do a text search in nano, you press CTRL + W. To go to the next search result, press CTRL + W again and just hit enter.

1
2
3
4
# ...
error_reporting = -1
# ...
display_errors = On

We want to use -1 for error_reporting to get back every single error, warning and notice possible.

Search for date.timezone and edit:

1
2
3
# ...
;date.timezone =
date.timezone = America/Chicago

Right above date.timezone, add the following block:

1
2
3
4
5
6
7
8
9
[xdebug]
zend_extension=/usr/local/lib/php/extensions/no-debug-non-zts-20090626/xdebug.so
xdebug.remote_enable=1
xdebug.remote_connect_back=1
xdebug.remote_port=9000
xdebug.show_local_vars=0
xdebug.var_display_max_data=10000
xdebug.var_display_max_depth=20
xdebug.show_exception_trace=0

Exit nano by hitting CTRL + X, type Y to confirm and hit Enter to exit.

Now restart Apache:

1
$ sudo service apache2 restart

You’ll now have the Xdebug extension installed, and all the new configuration settings changed.

To test this out, we can print out phpinfo(), but first we need to give our user permission to edit the webroot. Simply replace “USERNAME” with your username in the lines below:

1
2
3
$ sudo usermod -a -G www-data USERNAME
$ sudo chown -R root:www-data /var/www
$ sudo chmod -R 775 /var/www

Now go to the webroot, remove the index.html file that is currently in there and replace it with a PHP file:

1
2
3
$ cd /var/www
$ rm -F index.html
$ nano index.php

and enter in phpinfo();.

Refresh your browser window, which should show your PHP’s information. Do a search for xdebug and if you find it you’ll have done everything correctly.

The following is optional, but you should really consider doing it: installing PHPUnit:

1
2
3
4
5
$ sudo pear config-set auto_discover 1
$ sudo pear install pear.phpunit.de/PHPUnit
$ sudo pear install phpunit/DbUnit
$ sudo pear install phpunit/PHPUnit_Selenium
$ sudo pear install phpunit/PHPUnit_TestListener_XHProf

! Update: Composer is a much better solution for installing PHPUnit. An ! upcoming series of articles will lay out the details

Setting up SAMBA

SAMBA is a great utility that allows you to access remote locations as a shared

network file. This will be the way we access the files on our server for editing.

Replace USERNAME with your username:

1
$ sudo adduser USERNAME www-data

And edit the SAMBA config file $ sudo nano /etc/samba/smb.conf

1
2
3
4
5
6
7
8
9
10
11
12
[www]
comment = www
path = /var/www
public = yes
writable = yes
valid users = USERNAME
create mask = 0775
directory mask = 0775
force user = USERNAME
force group = www-data
follow symlinks = yes
wide links = yes

Replace USERNAME with your username.

Set up a password:

1
$ sudo smbpasswd -a USERNAME

And restart SAMBA:

1
$ sudo service smbd restart

After it completes, you’ll now be able to access the webroot and map it as a network drive. Just open up Windows Explorer (or the tool of your OS of choice) and go to \\ubuntu-vm

Awesome!

Setting up Apache

I like to keep all my site configurations in a single file, as opposed to creating a separate file for each site. So let’s edit the default $ sudo nano ~/_lamp/default

We can erase everything in here, and enter the following

<VirtualHost *:80>
    DocumentRoot "/var/www/"
    ServerName localhost
    ServerAlias ubuntu-vm
</VirtualHost>

Every site you add can always be in this file. Just copy/paste the above, changing out the correct bits. For example, for a site called “google.dev”:

<VirtualHost *:80>
    DocumentRoot "/var/www/google.dev"
    ServerName google.dev
    ServerAlias www.google.dev
</VirtualHost>

and restart Apache with $ sudo service apache2 restart.

Finishing up

You’ve now got a fully functional, working Linux VM running independently of what you have on your daily OS.

Now only did you install Apache, PHP and MySQL, but you also set up important tools like Xdebug and PHPUnit, both of which I will be writing about in articles not too far in the future!

I’d like to point you to my .bash_aliases file, as well!

This magic file allows you to add eye candy to the terminal, as well as some nifty shortcuts. Instead of having to type $ sudo service apache2 restart you can now do $ apache restart, and much more!

Remember, there’s no shame on using Windows or Mac OS X as your operating system, but for best results you should always using a Linux VM to handle all your LAMP stuff!

• Previous →
  My .bash_aliases file
• ← Next
  Setting Up a Debian VM, Step by Step