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By Louis Simoneau

Build Your Own Dev Server with VirtualBox

By Louis Simoneau

Sun’s VirtualBox is ideal for testing different desktop environments (for example, browser testing), but I’ve discovered it’s also great for running a test server environment. Instead of setting up Apache, PHP, and MySQL right on your desktop machine, you can place them in a virtual Linux server. That way there’s no interference with your desktop, and you can ensure that your development environment is as close as possible to your eventual deployment environment.

With a virtual Linux server running inside your desktop operating system, you can SSH into it, upload files to it, load web pages from it–whatever you’d do with a real live server. And all the software you need is free and simple to configure. Let’s make a start!

Setting Up Shop

The first step is to download the VirtualBox client. Pick the version appropriate for your host system.

You’ll also want to grab a disk image for your Linux server. For this tutorial, I’ll be using the 64-bit version of Ubuntu server 9.04, but feel free to use whatever distribution you’re more comfortable with. Of course, you might need to adapt some of the instructions to your particular setup.

We could also use a desktop build, but since we’re only interested in the server functionality, it’s best to stick with a server build: we’ll save on memory because no graphical desktop interface is loaded.

Installing the Ubuntu Server

Start up VirtualBox and click New for a new virtual machine. Step through the wizard, making sure to choose the 64-bit version of Ubuntu (if that’s the disk image you downloaded). I used the defaults for every other option: RAM, disk size, disk type, and so on.

Now select your new VM and click Start. VirtualBox will ask you how to install the OS on your virtual machine. Since we downloaded an .iso, choose CD/DVD-ROM device from the Media Type menu and Image File from the Media Source menu, selecting your Ubuntu Server iso. As the system boots, you’ll be presented with Ubuntu’s installer. Choose your language, and then select Install Ubuntu Server.

Follow the on-screen instructions to install the server. Notice that when you come to partitioning your hard disk, the virtual machine only “sees” the disk image you created before. Feel free to use the whole disk. Later on in the process, the installer will prompt you to install additional software. For our purposes, we’ll install the LAMP server and OpenSSH server packages. This way we have everything we need for a fully functional web server out of the box.

When it comes time to reboot your new server, you can “eject” the installation CD by choosing Devices>Unmount CD/DVD-ROM from the VirtualBox menu.

Log into your new system with the username and password you chose during installation. It’s also a good idea to upgrade your system with:

sudo aptitude update
sudo aptitude safe-upgrade

Accessing the Virtual Server from the Host System

Now that our server is up and running, we want to be able to access it from our host system. We’ll set it up so we can SSH to it, transfer files to it via SFTP, and make HTTP requests to Apache.

To do all this we need to edit the xml configuration file for our virtual machine:

  • On a Mac, the file is found at ~/Library/VirtualBox/Machines/<machine name>/<machine name>.xml
  • On Windows, it’s inside the .VirtualBox/Machines subdirectory in your home folder.

So for my machine, which I’ve called “Ubuntu Server,” I’m editing Machines/Ubuntu Server/Ubuntu Server.xml

At the top of the file you should see an <ExtraData> tag. Inside that tag, copy in the following tags:

<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/ssh/HostPort" value="2222"/>
<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/ssh/GuestPort" value="22"/>
<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/ssh/Protocol" value="TCP"/>
<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/apache/HostPort" value="8888"/>
<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/apache/GuestPort" value="80"/>
<ExtraDataItem name="VBoxInternal/Devices/pcnet/0/LUN#0/Config/apache/Protocol" value="TCP"/>

These lines configure VirtualBox to forward requests to specific ports on the host system onto other specified ports on the guest system. For SSH, we’re forwarding port 2222 of the host system to port 22 of the guest system (where OpenSSH is listening). The same principle applies to the Apache configuration items, with port 8888 on the host mapping to port 80 on the guest.

With that done, save the xml file and restart your virtual machine.

If the machine fails to start, it’s likely to be because of a network interface configuration problem. In the lines we added, we specified pcnet as the network interface. To ensure that’s what your virtual machine is using, right-click on it in the main VirtualBox window and click Settings. In the Network tab, select one of the PCnet adapters from the Adapter Type drop-down. You should be able to restart your virtual machine with no problems now.

Now if you open a browser on your host system and point it to http://localhost:8888/ you should see the default Apache “It works!” page. Great!

Similarly, to SSH into your new server, SSH to port 2222 on localhost with the username you set during the Ubuntu server installation. (If you’re on Windows, you can use the PuTTY SSH client to perform the same function):

ssh -l <username> -p 2222 localhost 

You’ll receive the usual “unknown host” security warning; type “yes” to connect and you’ll be prompted for your password. Upon entering it, you should be logged in to your server! Feel free to look around and make yourself at home.

While we’re still logged in, let’s do one more task: by default the Apache web root in Ubuntu Server is /var/www/, which your default user won’t have write permissions for. Let’s change that, so you can upload files to your web root with SFTP. Enter this command and hit return:

sudo chown <username> /var/www

To connect to your server with FTP, no extra configuration is necessary. OpenSSH gives you “free” FTP via the SFTP (SSH FTP) protocol. Most clients (FileZilla, for example) support it; just choose SFTP as the protocol, localhost as the server with port 2222, and your Ubuntu username and password. Choose /var/www/ as the default directory, and you should be able to transfer files to and from your server.

Let’s test that everything is working: create a php file named info.php containing the usual phpinfo call:

<?php
  phpinfo();
?>

Use your FTP client to upload that file to your server’s /var/www/ folder. Now point your browser to http://localhost:8888/info.php, and you’ll see the PHP info page. The System row at the top of the table will tell you PHP is running on Ubuntu.

There you have it! You can test server configurations, brush up on your sysadmin skills, and develop your web sites and applications in a full Linux server environment running inside your usual desktop.

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