1 PA#1: Getting Started with the Windows Research Kernel (WRK) and VirtualBox Monday August 31, 2009 – V2 out 9/7 (minor corrections in red) Due Thurs Sept 10 11am Worth 5% of your grade in cs4414 You must do this assignment by yourself Expected duration: 3 hours The purpose of this hands-on lab is to gain experience using, compiling, and modifying the Windows Research Kernel (WRK). The basic idea is that you will: • Install VirtualBox, an x86 virtualization platform that runs on Windows, Linux, Macintosh, etc. • Create a virtual machine running Windows Server 2003 • Modify the WRK source code, recompile your kernel, install your new kernel, and confirm that your changes are executed. You have options regarding how to perform this lab: Host (physical) machine is Windows 7, Windows Vista, or Windows XP Host (physical) machine is Linux or MacOS Edit and compile WRK source using Visual Studio on the Host (physical) machine This is the recommended option, as Visual Studio is an excellent IDE. Install Visual Studio as necessary (it is free for students) Not possible. Consider using the CS machines in Olsson 001 (and Visual Studio) and an external flash-based drive. This is a good option. Edit and compile WRK source using a text editor (such as Emacs or VI) on the Host (physical) machine Only use this option if you don’t want to install Visual Studio or you do not have enough disk space for Visual Studio. Not possible to compile. Edit and compile WRK source using Visual Studio on the Guest (virtual) machine Good option if you do not have enough space on the hard drive of the Host (physical) machine. This is the recommended option. Edit and compile WRK source using a text editor (such as Emacs or VI) on the Guest (virtual) machine Possible, although the Vistual Studio IDE makes things easier (e.g., Intellisense) Can be done entirely inside the virtual machine. This is a good option. Irrespective of the options above, the virtual machine hard drive can be stored on the hard drive of the Host (physical) machine or on a flash-based drive (such as SD card or USB drive). If there is not enough available disk space on the Host (physical) machine, then an 8GB drive should be purchased. Even if there is enough available disk space on the Host (physical) machine, an external drive can be considered if portability is necessary/desired. Note, however, that if a flash-based drive is used, be careful to always “safely remove” the device, and furthermore (of course) be careful to not lose the device (if you lose this device, you can always follow these instructions to re-create your virtual machine). It is expected that the physical machine you are using has at least 2G RAM (512 MB will be used by the virtual machine) and that there is at least 8GB disk available (4GB or 7GB will be used by the virtual2 machine; note that this can be from the hard drive of the computer or from a SD card or USB drive). If you use an SD card or USB drive, make sure to always “safely remove” it from the physical machine! We will use DreamSpark (http://www.dreamspark.com), which is Microsoft’s portal for students to obtain free copies of select Microsoft products, to obtain Visual Studio 2008 Professional Edition and Windows Server 2003 (to run on the virtual machine). You will get the source code for WRK from the class collab site (you MUST read and abide by the WRK license agreement – most notably that you are not allowed to make this source code available to ANYONE). Throughout the lab, there are fourteen questions. It is probably easiest to use Microsoft Word to write your answers to the questions, generate a PDF from it, and then submit the PDF via Collab. Exercise #1: Creating the WRK Virtual Machine in VirtualBox 1. The virtual machine technology we will be using is VirtualBox (http://www.virtualbox.org/) Download and install it from a web page off of the link above (it is free). (This lab assumes VirtualBox v3.0.4, although any version later than this should also work). At this point, we do not need to run VirtualBox. If you want to use the machines in Olsson 001, you must use one of the machines in the backrow (e.g., LABPC49). VirtualBox is installed on only these machines. Also note that these machines dual-boot Linux and Windows. If Linux is booted, select the “reboot” option on the lower left of the screen and then Windows will be booted by default. 2. Obtain the 2 ISOs for Windows Server 2003 DreamSpark (www.dreamspark.com) via Internet Explorer. It is not necessary burn CDs of these ISOs – just leave them in your file system on the physical machine (or on your flash-based drive). It is not necessary at this time to obtain a license key for this (via the “Get Key” option). Note: these instructions assume you will not use this license key, because you are allowed to install and run for 30 days without using the license key. It is assumed that 30 days is sufficient to perform additional labs/experiments. 3. Start VirtualBox (Start  All Programs  Sun xVM VirtualBox  VirtualBox). (You can hit the “cancel” if prompted with the VirtualBox Registration Form). Click on the “New” icon in the upper left, which will start the “New Virtual Machine Wizard” (hit “Next” to begin): Note: if you do this in 001, every time to login, you will need to construct a new virtual machine using the existing hard drive. This is not really a problem as It doesn’t take much time. a. Name: “WRK”, Operating System: “Microsoft Windows”, Version: “Windows 2003” b. Memory: 512 MB c. The defaults on the “Virtual Hard Disk” screen are fine i. “Dynamically expanding storage” is fine ii. The default location will put the virtual hard drive into your “home” directory. If you want it on a flash-based external drive, override the default here (e.g., “G:\WRK.vdi”). Change the size to be 4GB (if you plan on installing Visual Studio inside the virtual machine, make this 7GB instead of 4GB). Note that in 001 (maybe elsewhere), this interface is not great – you might need to manually confirm where the flash-based drive is mounted and type this in the dialogue by hand. iii. Select “Finish” d. Select “Finish” 4. Start the virtual machine you just created and install the Windows