2 Installing Ubuntu Linux on a usb pendrive

This tutorial will show how-to install Ubuntu on a usb stick. Even though this tutorial uses Ubuntu as its base distribution, you could virtually use any type of Linux liveCD distribution.

Being able to run Linux out of a usb bar is a great way to enjoy the live CD experience (being able to use Linux on any computer you might get by) and the big advantage of being easier to carry around than a CD.

1. Requirements

In order to reproduce this tutorial, you will need a few items such as:

* a ubuntu liveCD
* a usb bar of at least 1G
* a running Linux operating system

Now that you have all this, it is time to prepare you USB bar do host the Ubuntu liveCD files.
2. Setting up the USB disk
2.1. Finding the device

In the first place, you need to plug your usb drive and check under which device it is associated. To find out the device, run:

$ sudo fdisk -l

On my system, the device appears as being /dev/sdb, I will therefore use /dev/sdb as a reference for this tutorial, please replace it accordingly to your system (might be sda, sdc ...).
Once you found your device, you are going to create the partitions.

Using the wrong device name might destroy your system partition, please double check
2.2. Making the partitions

Make sure every of your already mounted partition are unmounted:

$sudo umount /dev/sdb1

and then launch fdisk, a tool to edit partition under linux:

sudo fdisk /dev/sdb

We are going delete all the partition and then create 2 new partition: one fat partition of 750M which will host the files from the live CD iso, and the rest on another partition.

At fdisk prompt type d x where x is the partition number (you can simply type d if you only have one partition), then:

* n to create a new partition
* p to make it primary
* 1 so it is the first primary partition
* Accept the default or type 1 to start from the first cylinder
* +750M to make it 750 Meg big
* a to toggle the partition active for boot
* 1 to choose the 1 partition
* t to change the partition type
* 6 to set it to FAT16

Now we have out first partition set up, let's create the second one:

* n to create yet again a new partition
* p to make it primary
* 2 to be the second partition
* Accept the default by typing Enter
* Accept the default to make your partition as big as possible
* Finally, type w to write the change to your usb pendrive

Partitions are now created, let's format them.
2.3. Formatting the partitions

The first partition is going to be formated as a FAT filesystem of size 16 and we are going to attribute it the label "liveusb".

$ sudo mkfs.vfat -F 16 -n liveusb /dev/sdb1

The second partition is going to be of type ext2 with a blocksize of 4096 bytes and the label casper-rw. Mind that it has to be labeled as casper-rw otherwise the tutorial won't work!.

$ sudo mkfs.ext2 -b 4096 -L casper-rw /dev/sdb2

At this stage, our usb pendrive is ready to host the liveCD image. Now, let's copy the files to the usb bar.

3. Installing Ubuntu on the USB stick
3.1. Mounting Ubuntu liveCd image

In the first place we need to mount our ubuntu iso. Depending if you have the .iso file or the CD, there is 2 different ways of mounting it.
3.1.1. Mounting from the CD

People using Ubuntu or any other user-friendly distro, might just have to insert the cd and it will be mounted automatically. If this is not the case:

$ sudo mount /media/cdrom

should mount it.

3.1.2. Mounting from an .iso image file

We will need to create a temporary directory, let say /tmp/ubuntu-livecd and then mount our iso (I will be using a feisty fawn iso).

$ mkdir /tmp/ubuntu-livecd
$ sudo mount -o loop /path/to/feisty-desktop-i386.iso /tmp/ubuntu-livecd

Once the cd image is ready, it is time to mount the newly created usb bar partitions:
3.2. Mounting the usb bar partitions

Same here, you might be able to get both your partition by simply replugging the usb pendrive, partition might appears as: /media/liveusb and /media/casper-rw. If this is not the case, then you will need to mount them manually:

$ mkdir /tmp/liveusb
$ sudo mount /dev/sdb1 /tmp/liveusb

All the partitions we need are now mounted, let's copy the files.
3.3. Copying the files to the usb bar

Let positionned yourself on the CD image directory (in my case: /tmp/ubuntu-livecd , but it might be /media/cdrom , and copy at the root of your usb first partition:

* the directories: 'casper', 'disctree', 'dists', 'install', 'pics', 'pool', 'preseed', '.disk'
* The content of directory 'isolinux'
* and files 'md5sum.txt', 'README.diskdefines', 'ubuntu.ico'
* as well as files: 'casper/vmlinuz', 'casper/initrd.gz' and 'install/mt86plus'

$ cd /tmp/ubuntu-livecd
$ sudo cp -rf casper disctree dists install pics pool preseed .disk isolinux/* md5sum.txt README.diskdefines ubuntu.ico casper/vmlinuz casper/initrd.gz install/mt86plus /tmp/liveusb/

It might complain about symbolic links not being able to create, you can ignore this.

Now let's go to the first partition of your usb disk and rename isolinux.cfg to syslinux.cfg:

$ cd /tmp/liveusb
$ sudo mv isolinux.cfg syslinux.cfg

change /tmp/liveusb according to your settings

Edit syslinux.cfg so it looks like:

DEFAULT persistent
GFXBOOT bootlogo
GFXBOOT-BACKGROUND 0xB6875A
APPEND file=preseed/ubuntu.seed boot=casper initrd=initrd.gz ramdisk_size=1048576 root=/dev/ram rw quiet splash --
LABEL persistent
menu label ^Start Ubuntu in persistent mode
kernel vmlinuz
append file=preseed/ubuntu.seed boot=casper persistent initrd=initrd.gz ramdisk_size=1048576 root=/dev/ram rw quiet splash --
LABEL live
menu label ^Start or install Ubuntu
kernel vmlinuz
append file=preseed/ubuntu.seed boot=casper initrd=initrd.gz ramdisk_size=1048576 root=/dev/ram rw quiet splash --
LABEL xforcevesa
menu label Start Ubuntu in safe ^graphics mode
kernel vmlinuz
append file=preseed/ubuntu.seed boot=casper xforcevesa initrd=initrd.gz ramdisk_size=1048576 root=/dev/ram rw quiet splash --
LABEL check
menu label ^Check CD for defects
kernel vmlinuz
append boot=casper integrity-check initrd=initrd.gz ramdisk_size=1048576 root=/dev/ram rw quiet splash --
LABEL memtest
menu label ^Memory test
kernel mt86plus
append -
LABEL hd
menu label ^Boot from first hard disk
localboot 0x80
append -
DISPLAY isolinux.txt
TIMEOUT 300
PROMPT 1
F1 f1.txt
F2 f2.txt
F3 f3.txt
F4 f4.txt
F5 f5.txt
F6 f6.txt
F7 f7.txt
F8 f8.txt
F9 f9.txt
F0 f10.txt

Woof, finally we have our usb disk almost usuable. We have a last thing to do: make the usb bootable.
3.4. Making the usb bar bootable.

in order to make our usb disk bootable, we need to install syslinux and mtools:

$ sudo apt-get install syslinux mtools

And finally unmount /dev/sdb1 and make it bootable:

$ cd
$ sudo umount /tmp/liveusb
$ sudo syslinux -f /dev/sdb1

Here we are :D , reboot, set your BIOS to boot from the usb bar and enjoy Ubuntu linux from a pendrive
4. Troubleshooting

If you are having trouble booting on the usb bar, this might be due to your MBR being corrupted. In order to fix it up, you can use lilo (I installed lilo on my box only for thid purpose).

$ lilo -M /dev/sdb

will fix the MBR on device /dev/sdb