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Geeks’ Picnic

I went to LinuxWorld in San Francisco last month. A few highlights:

Welcomed our new robotic overlords

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Upgrading WordPress

Update, June 30: One blogger I know who uses a number of widgets ran into difficulties with this upgrade method. Be careful, out there! Back up first! Always back up first!
First the good part: my blog runs on WordPress, the software works, it’s easy to install, and easy to use. It has loads of advanced features as well as plugins that can expand those features further, nearly to the point of tap dancing and darning your socks. And the good people who developed it have made it open source and freely available. In short, a brilliant piece of work.

/*cue creeping sinister music*/

But WordPress does have a dark side. It’s called “when things go wrong.” I have had zero success using their forums to find answers to simple or complicated questions, or anything in between. I must admit, I haven’t even tried in a year or so, because it was so uniformly useless. Maybe they’ve turned over a new leaf. When I did try it, the organization of the forums was hopeless, so other passing users weren’t likely to see or answer questions. The knowledgeable types, on the other hand, had nothing to say but RTFM. My questions made it rather plain that I’d done my best to read the effing manual, but the people who knew the answers couldn’t seem to be bothered to read the actual questions. Severely aggravating. The manual, called the Codex in WordPress-talk, is indeed very complete, but again, organized so weirdly that finding anything was pretty much a matter of chance. Also aggravating, although it was easier not to take that personally.

This is all a long introduction to explain why I’d never upgraded my original, two year-old version of WordPress. Not upgrading software, especially interactive stuff like blogging software, creates security holes and can cause all sorts of problems. But my blog was working, and I wasn’t about to to risk disturbing any part of that interlocking set of 75 megabytes worth of programs. Plus, WordPress’s concept of upgrade methods was like their concept of user support. Totally dense. You were supposed to download, extract, ftp, back up, decompress MySQL databases, and god-knows-what-all. My eyes glazed over after about the fifteenth step. Forget it.

And then, at the end of March, WordPress joined the 21st century and provided an automated upgrade. After the first whoop of joy, I turned cautious. Like the elderly oysters in The Walrus and The Carpenter, I’ve developed a suspicious mind. I googled to find out how things had worked for people. Had they, god forbid, had problems and needed help? The good old non-existent help of WordPressdom?

There were some reports of mysterious glitches. The WordPress site didn’t even talk about versions as old as mine. If I tried it, my fate would be in the Ceiling Cat’s paws, and I didn’t like that. But google really is your friend (so far, at least). In the course of searching, I found a site that said how to use an alternate upgrade script for WordPress. Both sites sounded coherent and intelligent, and in the comments — oh, joy! — somebody mentioned having successfully gone straight from the paleolithic version I was using to the current one.

Time to make the leap.

So I did.

And everything worked.

I was boggled.

There was one heartstopping issue. The instructions said it would take a few minutes, but it took over an hour. I was drop dead sure that everything was stuffed. However, after an hour, suddenly the dear old blog went live again, stronger, faster, and better than before. I’d like my medical upgrades to work as well, please.

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WisCon 2008

WisCon is billed as “the world’s leading feminist science fiction convention.” “That’s easy,” you might be saying. “It’s the world’s only feminist sf con.” But you’d be wrong. There are others and this one is the biggest. I have to admit, I went to it for the first time with some trepidation. You never know, when there’s an angle, whether you aren’t going to be dropped down in the middle of a bunch of serious people looking at it from all sides. I mean, sf cons are about running around shouting in Klingon, not, um, well, discussing whether the correct term is womanist or feminist.


It turned out I had nothing to fear but fear itself. Except for the 2002 WorldCon in San Jose, which had unforgettable happenings like Terry Pratchett making up stories on the fly, WisCon was just about the best convention I’ve ever been to.

We learned useful things. For instance, Kate Schaefer helped us fold towels.

two towels, a smaller hand towel for the head, and a batch towel for the body, rolled to make a rather realistic elephant.  Although mine was a bit knock-kneed.  It takes practice.)

There was also a table where you could learn how to concoct your own Sri Lankan curry powder from roasted spices. Mary Ann Mohanraj had done several hours of work, roasting cumin, fenugreek, chili, cloves, and about ten other ingredients. We measured out the amounts she indicated, with variations based on what individual people said they liked, and she ground them up in a little Krups coffee grinder so we could take our own special curry powder home with us. I was too busy sniffing the out-of-this-world aromas to remember to take a picture.

While organic beings did their organic thing, the machine intelligences congregated in a room of their own and talked to each other.

three OLPC XO laptops

(Actually, we had a lot of trouble getting the mesh networks to do the work part!)

Sunday, May 25th, during the con, was also when the Phoenix Mars Lander was due to touch down. Does it get better than a spacecraft landing on another planet in the middle of a science fiction convention? No, it does not. The geekier set clustered around a laptop tuned to NASA TV and watched a bunch of ecstatic scientists jump up and down with each bit of news about how well things were going. You could hear us yelling, too, from as far away as the hotel’s elevators. (Vulcan seemed more appropriate for the occasion than Klingon. Nobody shouted in Klingon.)

It wasn’t all fun and games. A visitor dropped in, asking to be taken to our leader. Unfortunately, there was a rather sticky diplomatic moment — note the expression of suppressed annoyance and incredulousness with the eyes bugging out — when we said we couldn’t. We currently don’t have one.

small, purple-turquoise alien with big blue eyes and two antennae sitting on a turquoise space ship that winds up and goes in circles. (It's either not aligned, or that's what you need to navigate hyperspace.)

But the strangest, the most memorable, the most not-of-this-world thing that happened was meeting some of the other human beings there. Not so much the women who, though memorable, weren’t strange. I’ve been lucky in having met plenty of women who know their own minds and how to enjoy life. But WisCon is the only large gathering I’ve ever seen that had a large number of men in it, and they were just . . . I’m not even sure how to describe it . . . . Normal. Not one-upping, not worrying about bits falling off, not assuming that they’re the center of the universe. And not bothered by it. That really did feel like the future. Sign me up.

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Get Firefox. Set a record.

Mark your calendars. Tuesday’s the day. People all over the world will be downloading Firefox 3.

Why? I’m glad you asked.

1) Firefox is an awesome browser, now with version 3 goodness. (It really is good. I’ve been using pre-release versions for a couple of months now, and it is Good.)

2) By downloading it Tuesday, you’ll be helping to set a world record for software downloads. Since this is free and open source software that’ll help lots of people hear about something with no ad budget. (It’s free. Who’s going to pay for ads?)

As for what’s so good about open source software: –Its focus is what the users want. (No stockholders to worry about.) –Because it’s open source, you have tens of thousands of geek eyes making sure it’s not carrying crapware, whether corporate or criminal. –Firefox, specifically, has hundreds of extensions that let you fill any specialized need you might have. (But a word of caution about extensions if you already use Firefox. See end of post.)

Speaking about specialized needs, one of mine is the absolute, can’t-live-without-it, do-or-die need for ad blocking. An extension called, amazingly enough, AdBlock, makes the web usable, and makes pages appear much faster because you’re not loading a bunch of useless junk. Another one is NoScript that selectively blocks javascript, flash ads, and any singing, dancing, blinking, annoying doodads you don’t need. (You can turn any of them back on if you want them.) That also means that an infected web page can’t load malware on your system.

With all the talk of Firefox 3, Opera fans (Opera is another open source free browser) have been pointing out loudly how much better their software is. So I went and had another look at it. (I gave up on it years ago when it put ads in a huge banner to try to force you to pay for a usable version.) Opera has no equivalent to AdBlock. (Yes, I know you can block ads with a whole lot of gymnastics, but it’s not easy.) So, as far as I’m concerned, forget it.

A word of caution. If you’re already using Firefox, 3 will install over 2. Since not all extensions are compatible with 3 at this point, you could suddenly lose some critical ones. This is not good. You can check the current status of add-on compatibility at alex.polvi’s site (via lifehacker).

Obviously, there ought to be an easy option to install 3 next to 2. For some braindead reason, Mozilla doesn’t take that route. (Probably a misguided desire to make sure everyone has the latest software. Point is, it should be a matter of user choice.) The workaround is to make a new profile in 2, install 3, but not start it until you’ve specified the option for it to use the new profile. Detailed instructions are here. It’s not difficult, but it is a bit tedious. Big demerit to the Firefox developers!

But, devs aside, Firefox itself is a thing of beauty and a joy forever, or for as long as you’re on the internets. Do your bit to let everyone know and download on Tuesday!

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Drivable Airplane

Continuing my vehicular series . . .

the flying car from the MIT-grown geniuses at Terrafugia . . .
a light aircraft that looks like an enclosed motorcycle with wings, and the wings can fold near the middle of the span so that they're held vertically near the back half of the car body

Maybe the deeper meaning here is that I want to get away from it all?

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Baby you can drive my car

What’s not to love?

tiny Smart car modded with huge pickup truck wheels that are bigger than it is

(Via Wired.com)

(Well, to be absolutely honest, I’d still rather have an Aptera….

tear-drop shaped, 3-wheel, 100mpg equivalent electric car of the future, originally on Popular Mechanics

)

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The Green Machine aka XO laptop from OLPC

You’ve probably been wondering where I’ve been. (If you haven’t missed me, I don’t want to know.)

I’ve been ensorceled by the Green Machine. It arrived December 21st, and since then I’ve done nothing but play with it. My late batch of Christmas messages never went out, my laundry didn’t get done, and I ate a lot of pizza.

XO laptop with ballpoint pen for scale

I’m talking about the little laptop designed at MIT for use in schools with minimal resources. The XO of One Laptop Per Child fame. It has a revolutionary screen, many-hours-long battery life, an unusual sealed small keyboard, an even more unusual novel operating system, and a truly revolutionary price. For a while, OLPC gave geeks in North America (why not the world, nobody has ever understood) the opportunity to buy two for $400. One of the two is then donated to a school where it’s actually needed.

Within weeks of the announcement, Asus suddenly found it in them to sell a small serviceable laptop for $400. Now I hear word that Everex will have something called a Cloudbook for sale for a few hundred dollars this summer. It has a truly impressive list of specs. The days of having to pay nearly three thousand for a laptop that won’t squash your lap are over, thanks to the XO.

Judging by early reports, the green machine works well for its intended use. There’s the usual crop of naysayers. In the modern, socially conscious version of “Let them eat cake,” they keep insisting that we should make them eat bread. The Third World doesn’t need no high falutin computin while they have starving people to feed. (For one articulate rebuttal, see Bill Thompson.) I can just imagine somebody, say China, applying the same argument to the US. “No. You really don’t need MP3 players until you’ve taken care of all the people dying without medical insurance.” We’d probably get rather bent out of shape.

I, however, did not buy this thing to get educated (although I have plenty to learn). I bought it because it’s the first thing I’ve seen that’s capable of being thrown in a backpack, taken on a hike, and then used for writing when I reach the perfect spot where the muses nest. It’s ++rugged, ++has a 3-5 hour battery life (in the real world!) and a spare battery only costs $10, ++has a sunlight-readable screen (again, in the real world), ++weighs less than two pounds, and ++was affordable. I say “was” because unfortunately the Give One Get One program isn’t being continued for now. It’s another thing nobody can understand. They may be geniuses at MIT, but they’re not distribution geniuses.

It works extraordinarily well for what I want. I’m able to get used to the keyboard (some people aren’t). The mouse needs lots of work, but I’m willing to put up with it because I’m in love. And, as a Linux geek, I can deal with the sudden need to go all command line on the little critter every once in a while.

And then there’s the simple fact that it’s the cutest thing with ears.

laptop with its two wireless antennae back in racing mode the antennae down like floppy ears
ready to go aw-w-w
the antennae straight up
Huh?

My only real problem was the operating system. I needed to be able to work the way I’m used to, and that involved installing an alternate operating system. I may be a kinda sorta Linux geek, but figuring out how to implement an alternate OS was way beyond me. The only ready-made solution early on was Debian as an upgrade. (The OLPC wiki is a mine of information on everything about the machine.) I was determined to put it on an SD card, messed around for a week, got nowhere, blew up the SD card, and wound up installing it on the XO’s limited memory after all. The alternate OS took up most of the memory and I was Not Happy.

Luckily, figuring out how to put an OS on an SD card is not beyond others who have XOs. Within two weeks, a method of doing what I wanted, installing Ubuntu on an SD card on the XO, was posted in cyberspace. That, by the way, is one of many examples why open source systems, software or hardware, have a huge advantage over proprietary ones. There are tens of thousands, sometimes hundreds of thousands of people out there solving problems. What that lacks in organization it makes up for in people power. You have to experience it to get it.

the not-so-friendly xubuntu boot screen but it runs the dear old programs and browser I’m used to

 

Now, here I am with everything just the way I want it, happy as a clam. How often can a mere thing do that for you?

 

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Test JAlbum post

[jalbum_iframe_album:/photos,450,350]

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More Cellphone Adventures: Moving to Voip

It seems like a good time to think about how to dump Verizon, T, Qwest, and Co. With friends like these

Verizon Communications, the nation’s second-largest telecom company, told congressional investigators that it has provided customers’ telephone records to federal authorities in emergency cases without court orders hundreds of times since 2005. [emphasis added]

… who needs enemies?

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Ubuntu and my computer’s brain transplant

I have a Sharp MP30, which I love. It’s a dual boot system, Fedora Core 3 (a Linux operating system) and WinXP. The OS I use 99% of the time is (or I should say, was) Fedora.

The Sharp is getting old now, over two, which is about 80 in computer years. It also has ATI graphics which does not play at all well with Linux. Meanwhile Fedora Core 3 was new-ish when I got the laptop, and so old by now that it is officially not supported. A three year old OS, and it’s considered such a fossil by the open sourcerers that it’s consigned to museum status.

(I can’t resist pointing out that Microsoft worked on Vista for five damn years. And even with that long a gestation, most reviewers are saying it was released before it was ready and with way too many bugs. Bunch of volunteers: 1. Monopoly: 0.)

Okay, so I’ve been casting around for an updated OS for about a year now. But every LiveCD I tried refused to boot right when it had to start interacting with the graphics. I tried CentOS, every variety of Ubuntu, every variety of Fedora (they’re up to 7 by now), and so on. I have enough CDs to decorate a large Christmas tree.

I heard about something called an installfest. Linux users groups get together to help ordinary schmoes install the OS. You bring the computer, they help you over the rough spots.
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Another apology to IE users

My theme seems to be reasonably ready to go … except I haven’t checked it yet in Internet Explorer. I’m sure it will blow up badly, and I will fix that. Really, I will. But I’m so taken with it in Firefox (by the way, have I nagged you to get Firefox?), I can’t stand not to use it. Also, Opera and Safari users: I’m just an amateur and don’t have an easy way to check any of what I do in those browsers. I hope the results aren’t too hideous. (Update: Yup. IE banishes the sidebar to the nether regions again, doesn’t handle png transparencies correctly, and many other smaller problems scattered about. Please bear with me!)

Well, another update. Feb. 24. Still in a mess in IE6, but legible. I’m really sorry, but I’ve run out of time to try to fix it, so that’s as good as it’ll get for IE6. In Firefox and IE7, there are still some noticeable problems, but there too, that’s it for now.

Thanks for your patience!

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(Playing with WordPress themes)

I’m playing with themes again. Currently, I’m clobbering Summer Sun 1.0 by Tim Isenheim. A visit to freshlabs.de can show you what it’s supposed to look like. I didn’t like the greens and yellows, but I obviously haven’t improved things. Stay tuned, I hope. [Update: I've gone back to the previous for the time being.]

(There is no truth to the rumor that I have way too much time.)

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Moving from Blogger to WordPress: why, how, and where

I had issues with New Blogger. It was better, Google told us, but there was no way to try it out. Anyone who switched to the new one, couldn’t go back to the old. That made me itchy.

Then there was the broader issue that I had all my deathless prose on someone else’s system. If Google, like Yahoo a few years ago, decided that they owned everything ever published using their tools, I’d be done for. Not that Google had actually done anything that sleazy, but there was nothing to stop them since we no longer have a legal system that understands fair use or, for that matter, unfair use.

(Just recently, for instance, Google has decided it retains non-exclusive rights to photos published on picasaweb. If they think that’s going to help them get one up on flickr, they need to find out what their lawyers are smoking.

Picasa Terms of Service: “…by submitting, posting or displaying Content which is intended to be available to the general public, you grant Google a worldwide, non-exclusive, royalty-free license to reproduce, adapt, distribute and publish such Content for the purpose of displaying, distributing and promoting Google services. Google will discontinue this licensed use within a commercially reasonable period after such Content is removed from Picasa Web Albums. “)

So, what with one thing and another, I decided I’d move while I could do it in my own time rather than in a mad rush when I was forced to by some odious rule change.

There seemed to me to be two main choices out there: Movable Type and WordPress. Movable Type is still available as a free download to install on your own site (no support provided), but Typepad (the easy, hosted solution) costs $5 per month. Installing Movable Type looks non-trivial, and I must admit my eyes glazed over. WordPress has a free hosted option on wordpress.com. However, since part of what I wanted to achieve was independence, I went the way of installing the free wordpress blogging software from wordpress.org on my own domain. (It’s essential to remember that wordpress.com is the hosted option, whereas wordpress.org is the site for downloads, information, and help for hosting-your-own. (Brief explanation of setting up your own site after “Read the rest….”)

Installing

Okay. So, WordPress is downloaded. You’ll want the “zip” version if you run Windows. You’ll also need an ftp program to upload everything to your site. (There’s another box after “Read the rest…” for a brief intro to ftp.) Filezilla is a good and easy-to-use program for Windows. Alternatively, Firefox now has an ftp extension (fireftp which is independent of operating systems. There may well be something already available on your computer that came with the operating system.

WordPress is said to be famous for its dead simple “5 minute install,” but I’m enough of a fink that I wanted my hand held for all five minutes. Luckily, Rachel Cunliffe has a video tutorial that does exactly that. It’s downloadable (73 MB) if you want. Follow along, pausing it as necessary to carry out the tasks. She makes it a downright pleasant experience.

At the conclusion, I tried my first post: “testing, 1, 2, 3″. What the post didn’t say was how amazed, bowled over, and just plain shocked I was that the whole thing had — apparently! — worked the very first time. Although it did take longer than five minutes. Half an hour, more like. Read more »

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Note for Internet Explorer users

Since I rarely use Internet Explorer, it’s taken me this long to realize the formatting is hopeless in IE. There’s supposed to be a blog title and description. Really there is. The top two photos aren’t supposed to push everything else out of the header. There’s a sidebar. Honest. Only in IE it lives way at the bottom after everything else. Aargh.

I’ve just spent all day trying to fix this and gotten nowhere. NOTHING has worked. Microsoft and their miserable, non-compliant browsers should be taken out and … well, not shot, I suppose. Officially, I’m against the death penalty. Right now, though, I’m seriously thinking about putting an escape clause in that attitude.

Get Firefox!

Update: Still (obviously) working on a kludge. The header problems are, perhaps, something to do with IE not collapsing empty, container-type divs. I vaguely and suddenly remembered something like that. Will have to look into it. Right now I’m going to sleep — and hoping nothing blows up when I post this!

Update 2: This is a day or two later. I’m not sure which. It’s all a blur. Man, what a fight! The fix is horribly kludged with nasty little hanging pixels here and there, but to hell with them. The most annoying thing is that because of the fixes I had to use (it would help if I knew what I was doing!), I have no guarantee things will display correctly at resolutions other than 1024×768, 1280×1040, or 1400×1050. If the site looks broken on your system, please let me know in comments or via the contact form.

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My Moving Blog

[posted approx. Dec 24, 2006] testing, 2, 3, 4

Update, Dec 26: Wow. The WordPress function to import from my old Acid Test site on Blogger has worked for posts, and, I think??, comments. Now I’ll try to transfer the template…. You can watch my progress by how much of a mess this site looks as time goes by….

Update, Dec 28: After much aggro caused by major foolishness on my part, my photos are appearing. They’re appearing in the wrong places, but, hey, one thing at a time. ;-}

Update, Jan 1, 2007. New year, new template, new everything. Frustrating in spots, but mainly fun. It would have been a lot less fun … as a matter of fact I would have probably got nowhere … without some magnificent help:

  • Rachel Cunliffe’s incomparable video tutorial about installing WordPress on your own site.
  • WordPress’s problem-free, no-fuss-no-muss import utility that allowed me to transfer all posts and comments from blogspot.com to my site.
  • Alessandro Fulciniti’s javascript, Nifty Corners, for creating rounded corners that complemented WordPress’s default header graphic, which I’ve used with some changes. I’ve always liked the rounded corners look, but in the good old days (say, two years ago) it took a separate graphic for each corner. I’m too lazy for that. (Update, Jan 6: I must be doing something wrong. The corners on blockquotes after the first one aren’t being rounded. There must be some way to tell niftycorners not to give up after the first instance. Hmph.

My remaining difficult problem is how to redirect archived Blogger posts to the equivalent ones here. There are javascripts that seem to work for other people, but they won’t cooperate with me. The other problem is the name Blogger uses to refer to posts is subtly different from WordPress, so dead links crop up like bodies in a bestselling murder mystery. It would be tedious, but simple, to just hardcode each redirect on each page, but I don’t have access to individual page headers on blogspot. And so it goes. I’m going to have to learn enough php to do this. Don’t hold your breath. (And if you have a solution, for God’s sake, tell me!)

And then there’s the remaining simple but tedious task of checking the links, the formatting on individual posts, and all that good stuff. No wonder people get paid big bucks to do this….

Another update some minutes later: as soon as I posted this, something about the entry blew my formatting up. Great. The take home message is probably not to use the wysiwyg text editor. Meanwhile, please bear with me. :-(

Update Jan 5: The explosion in my template formatting was so spectacular, and was followed by major access slowdowns, so I’m thinking it was actually a server crash somewhere between me and my hosting service that was unkind enough to happen right when I was saving changes. Anyway, mostly better now. What a fight. To-do: sort out the blogroll, and those pesky redirects.

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Windows Vista: Kill Switch or Linux Switch

Windows Vista, the new version of Windows due out Real Soon Now, will have an anti-piracy *cough* feature *cough* that people need to be aware of.

If your copy of Windows Vista is “identified as counterfeit or non-genuine” you’ll be kicked into “reduced functionality mode” … There is no start menu, no desktop icons, and the desktop background is changed to black … After one hour, the system will log the user out without warning … Sounds like a kill switch to me. [Ed Bott via computerworld.com]

This is like Windows “Genuine Advantage,” only more so. WGA has made a name for itself by interfering with people’s legitimate copies of Windows, forcing them to call Microsoft, and prove their legitimacy by climbing through the usual time-wasting voicemail jungle jim after digging up their software serial numbers. I think Microsoft is assuming that the new, improved Vista version of the kill switch will never, ever, ever make any mistakes. Personally, I would not want to bet my ability to meet a deadline on Microsoft’s idea of a mistake.

So maybe it’s time to take another look at Linux. I’ve used Linux for years (Red Hat 6, 7, 9; Fedora Core 3; and Ubuntu). Linux is an open source operating system, free as in free speech, which is famous for being suitable only for geeks. That is not entirely true anymore. It’s also important to remember that there’s no need to choose either/or. If you have the hard disk space, you can set up a dual boot Linux system and keep your Windows system exactly as is. That way you can use Linux and learn your way around, but if you need to use some of your old software, it’s right there. You can also try Linux out by booting and running off a CD, without installing at all. More on that below.

[Standard disclaimer: I've tried to make these pointers as clear and correct as possible. However, I can't vouch for their suitability or fitness for any purpose whatsoever. Nor can I promise that they won't turn your computer into a brick. Or whatever the correct terminology is. I throw away all the EULAs without reading them, just like everybody else.]

Let’s get to it. What’s involved?

First of all, there are many different kinds of Linux. Ubuntu is one of the easiest and best-supported types, or “flavors,” or “distributions” or “distros,” of Linux. It takes a couple of hours to get everything installed. It’s not any different from installing any other new software, but since there’s more of it–we’re talking about the whole operating system and office software, after all–it takes longer.

Step 1a. Check for compatibility. The simplest way to do this is by booting Ubuntu from CD, without installing. If something critical, like your display or keyboard doesn’t work, it’ll soon be obvious. However, if you’d rather do it by the book, or if you want to buy new hardware and need to know whether it’ll work with Linux, then you can look through the compatibility lists. If you have common hardware that’s two or more years old, you can be pretty sure Ubuntu will install and run. Three compatibility lists: Ubuntu lists with a link to tldp.org which is as complete as it gets, and a huge list where you have to scroll down to find the search bar,

1b. Check whether you have enough system memory and hard disk space. The current version of Ubuntu (6.06, Dapper Drake…) requires 256 MB RAM (also known as “system memory” as distinct from hard disk space) at the very least. 512 MB of system memory is the lower limit in practice. One gigabyte is better.

Space needed on the hard drive: The operating system itself plus basic programs take about 1.5 GB. Linux, like Windows, reserves space on the hard disk to swap files in and out while you use them. The Linux swap file takes 1.5 to 2 times your system memory. So if you have 1 GB RAM, you want around 2 GB space for a swap file; 512 MB RAM, you want about 1GB swap; and so on. You might want space for other programs you install later. As far as your data is concerned, Linux can read Windows-based files, so you can either use your existing Windows space, or reserve extra space on the Linux part of your hard disk. In the latter case, your Windows programs will NOT be able to read those data files.

Step 2 Download the latest version of Ubuntu to your computer. This is a large (approx 600MB) file that can be written straight to a CD. Alternatively, there’s an address to request a CD to be sent to you, which they do free of charge. (Thank Mark Shuttleworth)
2b) Boot from that CD.

Step 3. Try out Ubuntu. A screen with several choices appears. One is “Start or Install” (the default). Let it boot using that. It won’t install unless you tell it to after it boots up. You can run Ubuntu from the CD, so you can see what it looks like and how you feel about it without installing it on your computer. Since it’s on a CD that you can’t write to, you can’t change settings permanently, but it can give you an idea of what the operating system (OS) is like. Start by clicking on the icon in the top left of the screen, which acts like a Windows Start Menu. (Ubuntu has a somewhat unfortunate brown color scheme. This can be changed in preferences.)

Step 4. Install If you decide to install, you’ll eventually click the “Install” icon after the CD boots up. Not yet. Have your ethernet cable plugged in, if you have one. The installer sets up your network connections in that case, which is much nicer than doing it yourself. It also goes out on the web and looks for software it thinks you need while it’s installing. This is actually very useful, and not nearly as sinister as it seems beforehand.

Adam Pash of Lifehacker has written a number of helpful posts on Ubuntu (check under their linux section. There’s even a post on how to set up a triple boot system, which works just as well for dual boot if you ignore the first step about adding Windows Vista on top of your existing WinXP, and go straight to Step Two, installing Ubuntu.

The scariest part of installing is setting up an Ubuntu “partition.” Partition is Linux-speak for “drive.” If you were in Windows, this would be like formatting a new drive so that you could put a totally separate set of files on it. The installer can set up partitions as part of the install process, but it is actually easier to do it using a program that is on the Ubuntu CD. [correction Oct. 8th: The installer can set up partitions, but not the ones you want if you want to keep your Windows intact. So, it would be more correct for the purpose here to say that it cannot set up the necessary partitions. You have to do it ahead of time.]

–once you have the opening screen after booting from the Ubuntu CD, go to “System” on the menu bar at the top, choose “Administration” from the drop down menu, and Gnome Partition Editor from the submenu.

–there’s a table with one of the headings being “filesystems.” ntfs is WinXp native format, fat32 is used by all recent Windows, and fat16 is old Windows. Select the biggest one and click “resize.” (Don’t touch any smallish ones at the very beginning or the end. Sometimes they’re called “pqservice” or something obscure you’ve never seen before. Those are put there by the manufacturer to contain rescue information in case your Windows blows up. Sometimes they’re way bigger than they need to be, and can be resized, but tread carefully here.) Resize the big partition to something smaller that still leaves enough space for what you want to do in Windows.

–the “free space” liberated by the resizing can be formatted as ext3 (Linux partition) and swap (swap partition. I’m sure you’re surprised.)

——select the “free space”. Choose Partition, Format to, ext3. It will then let you stipulate the size. The Linux partition has to be at least 1.5 gigabytes, just for the OS and the usual complement of programs. At least 2 GB is better. This has a “mount point” of “/” (which equals “root”, so called because it’s at the beginning of the whole tree of folders and files that you’ll have. Folders, by the way, are called “directories” in Linux.)

——Select the remaining free space, and choose Partition, Format to, swap. The swap partition should be about twice the size of your system memory, aka RAM. Say 1 GB. In practice, you will have cleverly left about the right amount of free space for this purpose, and can just tell it to use all the remaining free space.

——[Added Oct 8] Write down the sizes and types of format of all the listed partitions. Linux uses its own naming conventions, and size and type of formatting may be the only way to know that, for instance, /media/hdc1 actually refers to the Windows part of your computer.

–Once it’s all done, exit GParted.

It actually takes longer to read about it than to do it. It’s intimidating, but very easy.

Install. (This section expanded and clarified (?) Oct 8th)

Once you click the install button, you get a series of screens labelled with steps 1 through 6. Only the very last one has the install button itself and commits you to the install process. You can cancel at any time before that.

The first three steps are no-brainers and involve 1)choosing your language, 2)choosing your geographic location and time zone, 3)choosing your keyboard layout. Step 4) is where you establish your name, login or user name, password, and computer or “host” name. The login and host names are very important for networking. These are not throwaway names unless you have a standalone computer. The user account that you’re setting up has privileges almost as great as the Administrator (known as “root” in Linux), so be prepared with a good user name and password AND BE SURE YOU REMEMBER THESE.

Step 5) is the biggie. The partition program starts up and presents you with two choices:

x   Erase entire disk         [Do not accept this default!]
     Manually edit partition table

Erase entire disk is the default selection. DO NOT HIT RETURN OR CLICK THE FORWARD BUTTON. Do change the selection to “manually edit.” Then hit the forward button.

The next screen is still Step 5). It shows the partitions you saw before in GParted. Make sure the list includes an “ext3″ partition and a “swap” partition that you made earlier, and that they’re the size you expect them to be. Since you don’t actually want to change anything, accept the partitions as they are, and hit “Forward.”

You reach the third screen of Step 5) (The Ubuntu folks obviously cheated a bit here.) It shows all the partitions on the disk, and has boxes next to each one at the right showing which ones will be reformatted to hold your new Ubuntu operating system. By default, it leaves Windows partitions alone, and only the “ext3″ and “swap” should have their reformat boxes checked. Make sure this is the case. One of the partitions has to be “ext3″ and have a “/” (which equals “root”) “mount point.” Translated into English that means that one of the partitions has to be in native Linux format and has to tell Linux “boot from here.” Once everything is right, hit “Forward.”

Step 6) lists what will be done during the install. Double check that to make sure that only the partitions you intend to reformat will be reformatted. If everything is as expected, hit “Install” and either watch curious things scroll by on the screen, or do something else. I don’t remember how long it takes, but it’s at least half an hour, I think. Check back periodically in case there’s a problem. Do not worry about bizarre computer gobbledygook that goes scrolling by too fast to see. All of that is going into a file an expert could use, but has nothing to do with an ordinary user, even if it says stuff like “error.” If the install process stays stuck at one point with no sign of any progress for more than, say, five minutes, it’s a likely bet that some hardware in your computer is hopelessly incompatible, and the thing to do is give up.

If, because of an install problem or just because, you decide to go back entirely to Windows, see below about how to get all your hard disk space back into Windows.

Note that if you’re installing both Windows & Ubuntu (if, for instance, you bought a used corporate laptop off ebay that had its disk wiped clean), Windows has to be installed first. It doesn’t play well with other OSes, and needs to think it’s the only thing on the drive.

By default, if the installer detects Windows (or any other operating system) on your computer, it assumes you want a dual boot system, and gives a choice of operating systems when you start back up. You’ll get an ugly text screen showing the choices, one of which is regular Ubuntu (don’t choose rescue, or safe or any of that stuff), and the other is Windows. The default will probably be Ubuntu, but that can be changed to Windows later, if you prefer. You have 30 seconds, by default, to make your choice.

Things the installer does for you
Ubuntu includes OpenOffice, which is a full Office Suite donated by Sun Microsystems and hundreds of programmers. It can write and read Microsoft Office files without issues, unless you have complicated Powerpoints with animations. Those haven’t always worked for me. Ubuntu includes Gimp, a PhotoShop analog with about 90% of PhotoShop’s abilities. (No easy way to do high dynamic range, for instance.) CD burners, mp3 players, Firefox to browse the web, EvolutionMail, will all be there once the OS is done installing.

5) Getting help. As with any new software, you do have to learn your way around. The “OK” button is not in the same place, and that kind of thing. If there’s something you need outside assistance on, unfortunately the help files that come with the system tend to be obscure. The way to get help in Linux is via forums on the web. Users helping users seems like an iffy way to do things, but it has worked 100% better for me, with far less aggro, than “real” technical support. Ubuntu, has some of the best help forums around. (Support page with links to documentation, FAQs, mailing lists, and the forums. The Ubuntu wikis are also a useful resource, best used by using the search feature at the top right. Linuxquestions.org is one of the biggest general linux forums. Another neat trick if you get a specific, incomprehensible error message, is to search Google for that exact phrase (enter it into the Google search bar with double quotes around it.) More often than not, the answer is in the first few search results.

I have a post about some of my favorite Linux programs here. There’s an open source animation program (Blender), photo gallery software (JAlbum), (one example using photos from Fiji) and other links.

Likeliest Problem Areas

In order to do anything system-wide in Linux, you have to be the Administrator, known in Linux as “root.” However, if you don’t know what you’re doing, you can cause huge security holes or crash your system as root. Ubuntu has therefore made root inaccessible. If you need Admin/root access, there are instructions at Ubuntu Community Help: Root-sudo

The weakest links in the Linux world are wireless, home networking, and font files.

Fonts. Adobe and Microsoft don’t want other people using their cool fonts. Obviously, a page formatted in some new, unplanned font can look very weird. The workaround is to find where the fonts are stored on your Windows system (search for *.ttf, and note the folder. E.g. C:\Windows\fonts.) You probably don’t use all of them, and if you want to save space you can just copy your favorites. With a bit of imagination, you can usually guess what’s what from the file name. These are then copied to /usr/share/fonts/truetype. (Note that this isn’t illegal, even in the alternate universe where the megacorps live. You have paid for the right to use those fonts when you bought your computer.)

Jeremy at linuxquestions.org has a brief rundown on exactly how to do this, after you open a command line (=terminal) window:

Installing True Type Fonts

If you own a new flat-panel display, but your web pages and documents just don’t “look right,” perhaps you need to install True Type fonts. Many web pages and documents use True Type fonts, but by default, Linux doesn’t have any installed. Luckily, Xfree86 4.0 and above supports True Type fonts. (If you’re using an older version of X you can either upgrade, or install a font server such as xfsft.)

The first thing to do is find a copy of each of the fonts that you’d like to install. The easiest way to do this is to copy them from a Windows machine or from a CD-ROM. Some True Type fonts can even be downloaded from the Internet.

Once you’ve found some fonts, choose where to install them, such as /usr/share/fonts/truetype/. Then copy all of the .ttf files into the directory and run the following commands as root: [note: in Ubuntu you'd preface each command with sudo, unless you've enabled root as described in the link above. If you're root, the prompt is #, as below. If not, it'll be $ most likely.]

[Piffle. The following does not work under Ubuntu 6.1, Edgy Eft. Does work on Fedora Core 3.]

# cd /usr/share/fonts/truetype
# ttmkfdir > fonts.scale
# mkfontdir
# chkfontpath -a /usr/share/fonts/truetype
# fc-cache

Now, the True Type fonts in that directory are available to your applications.

The instructions above should work for most distros. Some distributions include configuration tools or tricks to make font installs even easier.

Home networking. Ubuntu has something called Zeroconf, which should find your home network for you the same way Windows does. I haven’t used it yet, so I don’t know if it’s effortless or not. In Ye Olde Days, networking was dealt with by Samba, which I, personally, hate. After a labor of what feels like decades expended on it, you have a house full of machines eyeing each other suspiciously and refusing to talk.

I use a command line program called ssh (stands for secure shell, which means “secure way of giving the computer commands”). There’s a good intro by Gina Trapani of Lifehacker here. Ssh allows you to use the computer accounts already set up on various machines to log into those computers and get files from them or write to them, as needed. It’s not pretty, unless you get a GUI frontend.

Wireless As a relatively new technology, wireless is one of the iffiest parts of running Linux. It’s getting better, but if you’re having problems, it’s probably not you. It’s the operating system.

Where Linux Gets Really Difficult

If you have any sort of specialized software or very new hardware that does not have Linux drivers, then you shoot straight into the geek stratosphere, and should avoid Linux for now (unless you’re a geek, of course, but then you probably stopped reading this after the first sentence).

Recovering the space given to Linux requires the following steps:
–boot from the Ubuntu CD
–when the opening screen is there, go to “System” on the menu bar at the top, choose “Administration” from the drop down menu, and Gnome Partition Editor from the submenu.
–in the table, under “filesystems,” find any called “ext3″ or “swap”. Start by selecting ext3 with one click because it won’t let you touch the swap file until ext3 is gone. You have a couple of choices:
—-if you want to keep them as separate, but windows-readable, drives, go to Partition on the top bar, choose Format As, and choose any one of the windows-readable formats, ntfs (WinXp native), fat32 (all Windows), fat16 (old Windows). Do the same with the “swap” filesystem.
—-if you want to return them to one big Windows drive, select “ext3″ and “Delete.” (Sounds scary, but that frees it up.) Do the same with “swap.” The WinXP partition (labeled either ntfs or fat32 in the table) can then be “Resized” to include all that free space.)

Update a few hours later: It seems today is the day for posting about installing Linux. Lifehacker has a link to a site giving simple instructions on how to use Linux. It’s a bit tongue-in-cheek in spots, but that’s better than a sea of acronyms. The instructions are for the Debian flavor of Linux, which is the most closely related to Ubuntu. Well worth a visit.

Also, in comments on the Lifehacker post, Tephlon also has a good howto on installing a single-boot Ubuntu system, –>with pictures!partition where you put it. In a dual boot system you install Ubuntu in a separate partition, so it does NOT wipe out your entire hard drive.

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