Configure and run Virtual Machines on ASUSTOR Portal with VirtualBox

COURSE OBJECTIVES

Upon completion of this course you should be able to:
1. Configure and run virtual machines on ASUSTOR Portal using VirtualBox.
2. Run virtual machines on mobile devices (notebooks, smartphones, tablets).

PREREQUISITES

Course Prerequisites:
N/A

Students are expected to have a working knowledge of:
N/A

OUTLINE

1. Introduction to VirtualBox

2. Configuring a Virtual Machine

3. Configuring Remote Desktop Connection

4. Installing VirtualBox Guest Additions

4.1 Installing via HDMI

4.2 Installing via phpVirtualBox

5. Running Virtual Machines From Mobile Devices

6. NAS File Access

7. Notes

1. Introduction to VirtualBox

VirtualBox is maintained and developed by the Oracle Corporation. VirtualBox can be used to install and run multiple operating systems.

2. Configuring a Virtual Machine

In this section we will demonstrate how to use VirtualBox to configure a virtual machine.
Please first prepare the items listed below.

• Keyboard and mouse
• The virtual optical disk file for the operating system that you wish to install.

STEP 1

Log into ADM, open [App Central], and make sure that the following Apps are installed:

• ASUSTOR Portal (*)
• VirtualBox
• VirtualBox Extension Pack(*)

Note: For models without HDMI supporting, you have to install VirtualBox Extension Pack, but ASUSTOR Portal is not needed.

If the Apps listed above have not been installed yet, you can use the search field in the upper right-hand corner of the App Central window to search for and install the Apps.

STEP 2

Connect the keyboard and mouse to the NAS and then click on the VirtualBox icon.

Note: Keyboard and mouse are not needed for the models without HDMI. Installation and settings will be done through VirtualBox on the ADM desktop.

STEP 3

After opening VirtualBox you should be able to see the VirtualBox management interface as shown in the graphic below. Here, you will be able to add and manage virtual machines.

STEP 4

Click on [New] to begin configuration for a new virtual machine.

STEP 5

Enter a name for your virtual machine, select the type of operating system you will be installing and then click on [Next].

STEP 6

Now, you will need to select the amount of memory (RAM) that wish to allocate to the virtual machine. The more memory you allocate, the smoother the performance of the virtual machine. After allocating memory, click on [Next] to continue.

Note: Please remember to take into account your NAS memory usage when allocating memory for virtual machines.

STEP 7

At this time you will need to configure the hard drive settings for the virtual machine. These settings are as follows:

• Creating a virtual hard drive
• Configuring virtual hard drive file properties
• Configuring virtual hard drive expansion flexibility properties
• Selecting a location on the NAS for the virtual hard drive and configuring its size.(Note: The default location for the virtual hard drive is /home/admin/VirtualBox VMs)

Select the [Create a virtual hard drive now] radio button and then click on [Create].

Select the type of file that you wish to use for the new virtual hard drive. In our example, we select [VDI (VirutalBox Disk Image)] and then click on [Next].

Select whether the new virtual hard drive should grow as it is used (dynamically allocated) or if it should be created at its maximum size (fixed size). In our example we select [Dynamically allocated] and then click on [Next].

Now, you will need to enter a name for the virtual hard drive, select a location for it on the NAS, and configure its size. In our example, we will use the VirtualBox default location and size (50 GB) and then click on [Create].

STEP 8

After creating the virtual machine, you should be able to see its name in the VirtualBox management interface. We will now proceed to configure the following settings for the virtual machine:

• CPU settings
• Video memory settings
• Operating system CD/DVD image file that you wish to install

First, we will configure the CPU settings. Click on [Settings], select [System] and then select the [Processor] tab to access the CPU settings. (When configuring CPU allocation, please take into account your NAS’s hardware performance.)

Next, select [Display] in order to configure the video memory. Please first select the [Enable 3D Acceleration] and [Enable 2D Video Acceleration] options and then set the Video Memory to [128 MB].

Now, select [Storage], select [Empty] and then click on the “Optical Drive” icon. Select [Choose a virtual CD/DVD disk file…]. At this time you can browse through your NAS and select the virtual CD/DVD disk file for the operating system that you wish to install. After selecting the file, click on [OK].

Note: When selecting the CD/DVD image file from ASUSTOR Portal, you can double click on [/] and then select [Volume 1] to browse through the data on your NAS.

STEP 9

Verify that the virtual CD/DVD image file has been mounted and then click on [Start] to begin installing the operating system.

Once the installation screen has opened on Portal, click on [View] at the top of the window and then select [Full-screen Mode]. You will now be ready to begin the installation of the operating system.

If the message below appears, select [Do not show this message again] and then click on [Switch].

Note: The Host key is defined as the Right Ctrl key by default.

3. Configuring Remote Desktop Connection

The VirtualBox Extension Pack is needed to enable remote desktop connection on VirtualBox. This is necessary for models without HDMI support. Installing an operating system onto a VM and operating in a VM all need to be done in a Remote Desktop Connection since there are no HDMI ports. Be sure to enable Web Server in Services.

This setting can be set in phpVirtualbox in ADM.

• Select Remote Display under Display in Settings.
• Enable server and input the IP address of the NAS under Net Address. Click OK to save.

After settings have been adjusted, use Remote Desktop Connection for Windows. Input the NAS IP address followed by a Colon and the port number. Example: 192.168.1.100:3389. Afterwards, you would be able to connect to the virtual machine for installing an operating system and running the virtual machine.

Use a web browser to open VirtualBox in ADM and click on Console to connect a remote display if no suitable remote desktop connection software available. Adobe Flash support must be enabled to support remote display connections in a web browser in phpVirtualBox.

Enabling Flash on Chrome:

Click on Site Settings to also enable Flash.

Enabling Flash on Firefox.
Click on flash applet.

Press Allow to enable.

And then it should work as intended.

4. Installing VirtualBox Guest Additions

After completing installation of the operating system, we will install VirtualBox Guest Additions for better usage experience. The two examples in this section will demonstrate installation via HDMI (ASUSTOR Portal) and phpVirtualBox (ADM Web browser interface).

4.1 Installing via HDMI

STEP 1

Click on [Device] and then select [Insert Guest Additions CD image…].

After downloading and installation is complete, access the CD drive device from your operating system. You should be able to see a screen similar to the one shown in the graphic below.

STEP 2

Browse through the content on the CD drive and double-click on [VBoxWindowsAdditions] in order to begin installation.

Note: If you have installed a 32-bit operating system, please select [VBoxWindowsAdditions-x86].

STEP 3

The setup wizard should now appear. Select [Next] for all the setup steps. After installation completes, the system will request to reboot the virtual machine. In the last step of the setup wizard, select the [Reboot now] radio button and then click on [Finish].

Congratulations! You have completed basic configuration of a virtual machine. You can now begin to enjoy the convenience of a combined NAS and PC experience.

4.2 Installing via phpVirtualBox

STEP 1

Open Chrome and then log into ADM. Open VirtualBox from the ADM desktop.

STEP 2

After opening VirtualBox, click on the virtual machine that is running. Next, click on the [Settings] icon from the tool bar and then select [Install Guest Additions…].

STEP 3

Click [OK] on the message box that pops out.

STEP 4

Click on [Console] in the upper-right hand corner of the interface and then click on [Run VBoxWindowAddition.exe]. Follow the steps provided for installation.

5. Running Virtual Machines From Mobile Devices

After configuring virtual machines and installing VirtualBox guest additions, you can use any mobile device (notebook, smartphone, tablet) to run virtual machines on your NAS.

5.1 Notebook

5.2 Smartphone/Tablet

Please download the recommended app to run virtual machines from your smartphone or tablet. After entering the appropriate IP address, account name and password and you will be able to run the virtual machine using the app.

6. NAS File Access

So how do you access the files stored on the virtual machine?

In the graphic below, “VM 1” represents the virtual machine that you have created. “File” represents the files stored on VM1. From a NAS storage perspective, the NAS views VM1 as a single file. Therefore, when accessing VM1 using common file access methods, you will only be able to see a single file and will be unable to open it and view additional content or files.

So how do you access the files on your NAS from within the virtual machine? Based on convenience for file sharing and operation, we recommend using Samba/CIFS as the fastest way to access files on your NAS from a virtual machine. This file access method is exactly the same as the one you would use on a regular computer. No matter if its accessing shared folders on the NAS or external hard drives connected to the NAS, you won’t need to learn new!

7. Notes

ASUSTOR Portal will detect new virtual machines and add them to the Portal interface as shortcut icons. If you wish to disable this function, please access [Settings] [VirtualBox] from within ASUSTOR Portal.