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Take Control of v1.0 VMware 3 Joe Kissell Help Catalog Feedback Order Print Copy Table of Contents READ ME FIRST 4 Updates..................................................................................... 5 Basics ....................................................................................... 5 What’s New in the Second Edition ................................................. 8 INTRODUCTION 10 FUSION QUICK START 12 UNDERSTAND FUSION BASICS 13 What Is Virtualization Software? ..................................................13 What Is Boot Camp (and Why Should You Care)? ...........................17 Decide Whether (or How) to Use Boot Camp with Fusion .................18 INSTALL FUSION AND WINDOWS 20 Collect the Ingredients ...............................................................20 Install Fusion ............................................................................26 Create a Virtual Machine in Fusion................................................27 Install Boot Camp Drivers ...........................................................33 Use a Boot Camp Partition in Fusion .............................................35 USE WINDOWS IN A VIRTUAL MACHINE 38 Learn Your Way Around ..............................................................38 Suspend, Resume, and Shut Down Windows..................................43 Make Your Keyboard and Mouse Behave .......................................45 Switch Display Modes .................................................................49 Use the Applications Menu ..........................................................55 Move Data between Host and Guest .............................................58 Work with Multiple Displays.........................................................59 Connect and Disconnect Devices ..................................................60 CONFIGURE VIRTUAL MACHINE SETTINGS 63 Settings Overview......................................................................63 Sharing Settings ........................................................................64 Applications Settings ..................................................................68 Processor & RAM Settings ...........................................................73 Display Settings ........................................................................77 Printer Settings .........................................................................78 AutoProtect Settings ..................................................................79 2 Advanced Settings .....................................................................80  Network Settings .......................................................................82  Hard Disk Settings .....................................................................84  CD & DVD Settings ....................................................................88  Sound Settings ..........................................................................89  USB Device Settings...................................................................90  Settings for Other Devices ..........................................................92  Fusion Preferences .....................................................................94  PROTECT YOUR VIRTUAL MACHINE 101  Keep Windows Safe from Malware.............................................. 101  Save and Restore Your Windows State with Snapshots.................. 107  Back Up Your Virtual Machine .................................................... 111  MOVE TO FUSION FROM ANOTHER ENVIRONMENT 117  Import a Boot Camp Volume ..................................................... 117  Import a Virtual Machine from Parallels Desktop or Virtual PC ........ 119  Import a Windows Installation from a PC .................................... 120  APPENDIX A: CREATE A SLIPSTREAM INSTALLER DISC 121  Prepare Your Computer ............................................................ 121  Run nLite................................................................................ 123  Burn a Slipstream CD or DVD .................................................... 129  APPENDIX B: FUSION FOR PROPELLERHEADS 130  Mount Virtual Disks in the Finder ............................................... 130  Install Mac OS X Server as a Guest Operating System .................. 131  Get Started with VMrun ............................................................ 133  Use Virtual Appliances .............................................................. 136  ABOUT THIS BOOK 138  About the Author ..................................................................... 138  Author’s Acknowledgments ....................................................... 138  Shameless Plug ....................................................................... 139  About the Publisher.................................................................. 139  Production Credits.................................................................... 139  COPYRIGHT AND FINE PRINT 140  50% OFF FEATURED TITLES 141  3 Read Me First Welcome to Take Control of VMware Fusion 3, version 1.0, published in October 2009 by TidBITS Publishing Inc. This book was written by Joe Kissell and edited by Tonya Engst. VMware Fusion is a powerful and convenient tool for running Windows or other operating systems on a Mac. This book teaches you all the fundamentals of Fusion, as well as tips and tricks to get the most out of running Windows on your Mac. Copyright © 2009, Joe Kissell. All rights reserved. Sponsored by VMware This book was sponsored by VMware. Special thanks for an enjoyable collaboration to David Liu, Eric Tung, Pat Lee, and Peter Kazanjy. If you want a printed copy: You can print this PDF on your own printer, but if you’d prefer to order a copy that’s printed double-sided on 7x9 paper with a spiral binding, flip to the cover (page 1) of this book and click the Order Print copy button. Save 50% on Your Next Take Control Ebook Order! Although this ebook is free (thanks to VMware!), most Take Control ebooks cost $10–$15. The series primarily covers Mac-related topics, including backups, AirPort networking, and how to get more from Snow Leopard. Whether this is your first Take Control ebook or you’re a regular customer, we’d like to invite you to save 50% on your next order—click here or use this coupon-embedded link to visit our catalog: http://www.takecontrolbooks.com/catalog-alpha. Add as many ebooks as you like to our cart and then confirm that this coupon code — CPN91026VMF — is applied on the first screen of the cart. If for whatever reason the code isn’t applied, be sure to enter it at the upper right of the first screen of the cart. 4 UPDATES Free minor updates to this book may be available. To read any available new information, click the Check for Updates link on the cover or click here. If you own only the print version of the book or have some other version where the Check for Updates link doesn’t work, contact us at tc-comments@tidbits.com to find out about obtaining the PDF. BASICS In reading this book, you may get stuck if you don’t know certain fundamental facts about using your Mac or if you don’t understand Take Control syntax for things like working with menus or finding items in the Finder. Keep reading to learn about these basics, and pay special attention to the information about right clicking, since it covers the best way to do so not only on the Mac but also in Fusion’s virtualization environment. Note: I cover basic terminology and concepts relating to Fusion and virtualization in Understand Fusion Basics (p. 13). Menus Where I describe choosing a command from a menu in the menu bar, I use a compact description. For example, to create a new virtual machine in Fusion, you choose New from the File menu; I abbreviate this by saying “File > New.” Finding an Application’s Preferences I often refer to preferences in an application that you may want to adjust. Don’t confuse an application’s preferences with the system-wide settings found in System Preferences. To access an application’s preferences, choose Application Name > Preferences. For example, in VMware Fusion, you would choose VMware Fusion > Preferences. Within some applications, all preference controls appear in a single window. In others (including Fusion), a row of buttons is located across the top. In those cases, click a button to display a pane with that category of preferences. Instead of providing detailed directions each time, I may use an abbreviated notation such as “go to the General preference pane.” 5 Paths I occasionally use a path to show the location of a file or folder in your file system. For example, Mac OS X stores most utilities, such as Terminal, in the Utilities folder. The path to Terminal is: /Applications/Utilities/Terminal. The slash at the start of the path tells you to start from the root level of the disk. You will also encounter paths that begin with ~ (tilde), which is a shortcut for a user’s home directory. For example, if the person currently logged in has the user name joe and wants to install fonts that only he can access, he would install the fonts in his ~/Library/Fonts folder, which is just another way of writing /Users/joe/Library/Fonts. Windows uses a different convention for paths, so in cases where I’m talking about files in Windows, I start from the hard drive letter (usually C:) and use backslashes instead of regular slashes—like so: C:\Documents and Settings\Joe Kissell. Note: In either Mac OS X or Windows, when typing a path that includes spaces, you should enclose the entire path in quotation marks: "C:\Documents and Settings\Joe Kissell". Alternatively, in Mac OS X, you can precede each space with a backslash and skip the quotation marks: /Users/jk/My\ Folder/My\ Document. Right-Clicking In Mac OS X, when you hold down the Control key and click your mouse button, a pop-up contextual menu appears, with commands appropriate to whatever is under the pointer. For example, if you Control-click on a file in the Finder, you’ll see commands such as Get Info, Duplicate, and Make Alias. Although Control-clicking nearly always works to open a contextual menu, your mouse or trackpad might support a better method: • Multi-button mouse: If you have a multi-button mouse (such as the Apple Magic Mouse, or the Apple Mouse, formerly known as “Mighty Mouse”), you can click the right mouse button (“rightclicking”) to display the same menu, assuming your preferences are set correctly. You do this by going to the Mouse view of the Keyboard & Mouse pane of System Preferences (in Leopard and earlier) or the Mouse pane (in Snow Leopard) and setting the right button to 6 Secondary Button. (You can also set a different button to produce a secondary click, if you prefer.) For non-Apple mice, the right button automatically produces a secondary click, but you can swap the functions of left and right buttons in the Mouse (or Keyboard & Mouse) pane, if you prefer. • Mac notebook: If you have a Mac notebook computer, you can configure the trackpad to display contextual menus when you tap with both fingers, or when you put two fingers on the trackpad and click the button. To configure this setting, open the Trackpad view of the Keyboard & Mouse preference pane (in Leopard and earlier) or the Trackpad pane (in Snow Leopard). If Clicking is selected (meaning you can tap on the trackpad to click), check Tap Trackpad Using Two Fingers for Secondary Click. Otherwise, check For Secondary Clicks, Place Two Fingers on the Trackpad Then Click the Button. Some newer Mac notebooks (released starting in October 2008) have a glass multi-touch trackpad without a separate button. On these computers, regardless of which version of Mac OS X you’re running, you configure trackpad behavior in the Trackpad pane of System Preferences. To display a contextual menu with a single click, check the Secondary Click box under “One Finger,” and choose either Bottom Right Corner or Bottom Left corner. Press the trackpad in the selected corner with one finger to display a contextual menu. Instead or in addition, you can check Secondary Click under “Two Fingers,” in which case pressing anywhere on the trackpad with two fingers displays a contextual menu. Windows, too, has contextual menus accessed with a right click. (All mice included with Windows PCs—in fact, virtually all non-Apple mice—have at least two buttons.) In Fusion, you can execute a right click even if your mouse has only one button—Control-click, just as in Mac OS X, and Fusion translates that into a Windows right-click. In this book, when I tell you to “right-click” in Windows, that means click the right mouse button if you have one (or whichever button you’ve designated as “secondary”); Control-click if you have a desktop Mac with a one-button mouse; or, on a notebook Mac, use the gesture(s) you’ve configured in the Keyboard & Mouse preference pane or the Trackpad preference pane. 7 WHAT’S NEW IN THE SECOND EDITION This book is a major update to Take Control of VMware Fusion 2. With only a few exceptions, the changes from the previous edition reflect the changes in version 3 of VMware Fusion. (Although Fusion 3 contains tons of new features, bug fixes, and interface improvements, I don’t address all of them in this book; for a complete list of what’s new, see http://www.vmware.com/go/fusion3features.) URLs not working? In Snow Leopard’s Preview, longer URL links may appear to be broken. To avoid this Preview bug, try clicking the last character in the URL. The major Fusion changes discussed in this book are the following: • Expanded guest support: You can now run either the 32-bit or 64-bit version of Windows 7 from a Boot Camp partition (see Use a Boot Camp Partition in Fusion, p. 35). In addition, you can run Windows 7 or Snow Leopard Server (either the 32-bit or 64-bit version) in a virtual machine (see Windows 7, p. 22, and Install Mac OS X Server as a Guest Operating System, p. 131). • Enhanced Virtual Machine Library window: The Virtual Machine Library (p. 38) now shows virtual machines that were created in other programs, for easy importing. It also includes a Home view with shortcuts to common tasks such as setting up Fusion to use a Boot Camp partition; installing Windows; and migrating from a physical PC, which is now far easier than before. • Preview window: A new Preview window (see the sidebar The Preview Window, p. 50) gives you a live, resizable view of your entire Windows Desktop, even when Windows is running in Unity view. • Full screen title bar: When in Full Screen view (see Use Full Screen View, p. 51), you can now use a new floating menu bar that gives you more convenient access to frequently used Fusion commands. • Improved Unity view: Windows applications now work better with Exposé, and you can also access system tray items while in 8 Unity view, even if the taskbar isn’t showing. See Unity View (p. 52) for further details. • Redesigned Applications menu: This system-wide menu can now give you access to any Windows application—even if you have multiple copies of Windows installed, and even when Fusion isn’t running—and is no longer restricted to Unity mode. For details, read Use the Applications Menu (p. 55). • Copy and paste or drag and drop images: You can now move images between host and guest via copy and paste or drag and drop (see Move Data between Host and Guest, p. 58). • Revamped settings: The Settings window has been reorganized, with various panes added, removed, or otherwise rejiggered. I cover all these changes throughout the section Configure Virtual Machine Settings (p. 63). • Better support for symmetric multiprocessing (SMP): Fusion now offers 4-way SMP, and automatically lets virtual machines with the necessary capabilities use multi-core CPUs. I discuss this further in Processors (p. 74). • Improved graphics acceleration: For Windows XP virtual machines, Fusion now supports DirectX 9.0c with Shader Model 3 and OpenGL 2.1. For Windows Vista and Windows 7, Fusion supports DirectX 9.0EX and OpenGL 1.4. These changes open the door to more Windows games and other graphics-intensive applications, as well as the Aero interface in Vista and later. To learn about enabling graphics acceleration, read Display Settings (p. 77). • Software update: When Fusion is updated, the software can now download and install the new version automatically. See General Preferences (p. 95). 9 Introduction As an enthusiastic Mac user for many years, I’d developed a common habit. Every time I heard of some fantastic program that’s available only for Windows, I scowled and grumbled, miffed at the fact that we Mac users had been marginalized yet again. Mac OS X may be the superior operating system, but my Windows-using friends could still do cool things that I couldn’t do with my Mac—and I didn’t like that one bit. My, how times have changed. Today, I can run virtually any Windows program on my Mac as easily as I run native Mac software. For that matter, most Linux/Unix programs run beautifully too. In fact, my biggest problem is breaking that old habit. I still have an impulse to cringe when I see “Windows XP or later” as a system requirement, but then I remember: I have an Intel-based Mac. I have the power. Maybe it’s a Web site using ActiveX controls that work only in Internet Explorer for Windows. Maybe it’s a Microsoft business application that was never ported to Mac OS X. Or maybe it’s a one-of-a-kind shareware program. Whatever the case, I don’t sweat it. It’ll work. Everything works. This magic resulted from Apple’s choice to switch to Intel processors, which turned out to be a brilliantly shrewd move. Apple provides its own way to install Windows on your Mac—Boot Camp, included as part of Mac OS X 10.5 Leopard and later. It works well, but it’s awkward in that you must restart your computer to switch operating systems. You can’t run a Mac application at the same time as a Windows application, and sharing information between the two platforms is cumbersome at best. This is where virtualization software like VMware Fusion comes in. It lets Windows run at near-native speeds right alongside Mac OS X on your Intel-based Mac. Not only do you avoid the inconvenience of rebooting and gain easy file sharing, you can also even make Windows itself effectively disappear so the only traces of Windows you see are your Windows applications themselves. In fact, that’s just the start of the ways in which you can integrate Windows and Mac OS X, for a truly seamless environment that can run just about anything. 10 VMware Fusion isn’t the only way to do this. Parallels Desktop was the first competitor in this category, and a somewhat less powerful but free program, VirtualBox (now owned by Sun), also lets you run Windows under Mac OS X. (I cover both of these alternatives, as well as Boot Camp, in my book Take Control of Running Windows on a Mac.) Regardless of the virtues of other approaches to running Windows on a Mac, the book you’re now reading focuses entirely on VMware Fusion. (By the way, the program’s official, trademarked name is “VMware Fusion,” but for simplicity I refer to it throughout this book simply as “Fusion” or, in some cases, “Fusion 3.”) The first edition of this book was about Fusion version 2; this edition covers only version 3, which includes powerful new features, interface improvements, and enhanced performance. Whether you’re upgrading from an earlier version of Fusion or beginning with version 3, this book will help you get the most from the program. My goal here is not to provide a comprehensive reference guide, but rather to help you make the most of Fusion by focusing on the most common, important, and interesting tasks you’re likely to perform. By the time you’ve finished with this book, you should know how to create that magical combination of Windows and Mac OS X that lets you run nearly any software on either platform with equal ease. As you may know, Fusion supports lots of operating systems—not just Windows. Although I mention some of these (particularly Linux and Mac OS X Server) from time to time, I assume that Windows is what most readers are interested in and direct my attention accordingly. I should also mention that Fusion includes some fantastically powerful command-line tools for power users. Great as they are, I say little about them (except for Appendix B: Fusion for Propellerheads) because I assume most people with the geeky disposition to use those tools can also figure out how to use them on their own. If you need help beyond what’s in this book, you have several options: • While running Fusion, choose Help > VMware Fusion Help. • Visit the Fusion User Forums at http://communities.vmware.com/ community/vmtn/desktop/fusion. • Search the VMware Knowledge Base at http://kb.vmware.com/. 11 Fusion Quick Start For the most part, this book progresses from basic material through more advanced topics. So to get the most out of this book, and of Fusion, I recommend working through each section in order. At the very least, read Understand Fusion Basics and Use Windows in a Virtual Machine before delving into later sections. Get started: • Learn how virtualization works and some of the common terms Fusion uses; see Understand Fusion Basics (p. 13). • Get Fusion—and Windows (or another operating system of your choice) up and running on your Intel-based Mac; see Install Fusion and Windows (p. 20). You can also Use a Boot Camp Partition in Fusion (p. 35). And for Linux details, see Installing Linux (p. 37). • Find out how to use Windows from within Mac OS X; see Use Windows in a Virtual Machine (p. 38). Customize and maintain your virtual machines: • Select the best options for file sharing, RAM usage, and tons of other settings; see Configure Virtual Machine Settings (p. 63). • Keep Windows safe from malware, user error, and data loss; see Protect Your Virtual Machine (p. 101). Go beyond the basics: • Import a Windows installation from Boot Camp, another virtualization program, or a PC; see Move to Fusion from Another Environment (p. 117). • Simplify repetitive installations of Windows; see Appendix A: Create a Slipstream Installer Disc (p. 121). • Use Mac OS X Server in a virtual machine and discover the new Fusion command-line tools; see Appendix B: Fusion for Propellerheads (p. 130). 12 Understand Fusion Basics You’ll have an easier time using Fusion if you start with a bit of background about how it works, what terminology it uses, and how it can interact with Apple’s Boot Camp software. I describe all these things in the next few pages. WHAT IS VIRTUALIZATION SOFTWARE? Virtualization software, such as Fusion, provides a way for one operating system to work within another, while directly accessing the same CPU (central processing unit) most of the time. (By contrast, emulation software simulates a different type of CPU, resulting in much slower performance because of the constant need to translate instructions.) When such software is running, the environment it creates for another operating system (OS) is called a virtual machine, and an operating system that runs inside that virtual machine is called a guest operating system, in order to distinguish it from the main OS that the computer is running, called the host operating system. Virtual Machines Even though Intel Macs have the same type of CPU as PCs, you still need a virtual machine to run Windows within Mac OS X. One reason is that apart from the CPU, there are other hardware differences between Macs and PCs and thus other hardware components that must be emulated (simulated in software). Another reason is that Windows expects to have direct access to your hardware, but the host OS (Mac OS X in this case) controls the hardware. A virtual machine tricks the guest OS into believing it has direct access to the machine’s CPU and other hardware, and it emulates any physical devices—such as sound cards—that might be different between platforms. Each guest operating system that you install requires its own virtual machine. If you want, you can install several different operating systems or several instances of the same operating system; you can even run multiple virtual machines at the same time. Fusion gives you the choice to run each virtual machine in its own window, in full-screen mode, or in Unity view, which means the Windows Desktop disappears 13 and windows from your Windows applications act more or less like windows from Mac applications (see Use Unity View for details.) Fusion’s Virtual Machine Library window lists all the virtual machines you’ve configured (as well as your Boot Camp partition, if any) and lets you change a wide variety of settings for each one, such as the amount of RAM they use and how networking is configured. With only a few exceptions, these settings can’t be changed while the guest operating system is running. Virtual Disks When you set up a new virtual machine, Fusion also creates a special disk image file. When you run Windows, it will see this file as a separate disk. All your Windows files are installed in this virtual disk, but when you’re running Mac OS X you won’t see the individual files inside; it looks and acts like a single file. You can move this file to another disk or another Mac running Fusion, and the virtual machine runs just as it did on the original Mac. Note: With Boot Camp volumes, which I discuss a few pages ahead, the virtual disk is simply a pointer to your Boot Camp partition. By default, Fusion gives each new Windows virtual disk a 40 GB capacity (although the disk image file starts out much smaller). The disk size can grow to accommodate more files up to the maximum size you set, though of course not beyond the amount of free space on your real disk. Note: Snapshots, which I discuss later in Save and Restore Your Windows State with Snapshots, can increase the amount of real disk space used beyond the maximum capacity you set for your virtual disks. Real and Virtual Hardware A big challenge for any virtualization software is enabling communication between the guest operating system and the computer’s hardware—including built-in devices (such as graphics cards and network adapters) and external devices (printers, external hard drives, and the like). I want to explain a bit about how Fusion handles this challenge so you’ll understand what hardware will and won’t work under various conditions—and why. 14 Drivers and Emulated Hardware When an operating system is running directly on a computer (such as your regular installation of Mac OS X or a Windows installation running under Boot Camp), it can access all your hardware directly. In general, each device needs a driver—a piece of software that knows the device’s capabilities and lets it communicate with your operating system. Both Mac OS X and Windows include built-in drivers for hundreds of common devices, from keyboards to printers, so you can use most hardware without having to install extra software. For third-party devices that can’t use built-in drivers, manufacturers generally offer their own drivers, typically on a CD packaged with the product or as a free download. But things are different in a virtual machine, because both the host operating system and the guest system need access to some of your hardware. For example, you must use your mouse in Mac OS X to operate Fusion itself (among other things), while the copy of Windows running in Fusion also needs to respond to mouse movement and clicks. But, of course, you wouldn’t want to switch to a different mouse when you’re running Windows, so Fusion takes your mouse data from Mac OS X and passes it through to Windows. In some cases, Fusion emulates a particular type of hardware (say, a floppy drive or serial port) that isn’t physically there, and Windows obligingly uses an appropriate built-in driver to access that virtual hardware. In other cases, no existing driver enables proper communication between Windows and Fusion’s emulated hardware, so Windows needs special, Fusion-specific drivers. VMware Tools Fusion’s collection of drivers is included in a software package called VMware Tools. This software not only handles all the basic hardware functions (such as sound and video), but also lets Windows do fancy things like share files with your Mac OS X host operating system, adjust its display resolution automatically when you resize your Fusion window, and much more. Because this software makes using Windows (or Linux) a vastly better experience, you should always be sure to install it. When you set up a new virtual machine using the Easy Install method, Fusion installs VMware Tools for you automatically; otherwise, you can install it manually by choosing Virtual Machine > Install VMware Tools. 15 Although VMware Tools contains drivers for Fusion’s emulated hardware, it doesn’t include drivers for some custom Apple hardware that may be built into your Mac. To use such hardware (including your iSight camera and Apple Remote) in Windows, you must install Apple’s drivers, which are included with Boot Camp—see Install Boot Camp Drivers for instructions. Sharing vs. Taking Turns Regardless of what drivers you have installed, most of your hardware can be used by only one operating system at a time. For example, your Mac’s SuperDrive can be used either by Mac OS X or by Windows—but not both at once, because the drive can’t work correctly if two different operating systems are giving it competing instructions. The same goes for most USB and Bluetooth devices. As a result, you must configure your virtual machine to use (or ignore) certain hardware, or use controls in Fusion to manually connect or disconnect devices as the need arises. (I say more about this topic in CD & DVD Settings, USB Device Settings, and Connect and Disconnect Devices.) FireWire Devices FireWire devices present an entirely different challenge. For complex technical reasons, Fusion can’t take over or even “listen in on” your Mac’s FireWire devices, even if you have the proper drivers installed. Neither can Parallels Desktop or VirtualBox, by the way.) So as far as Windows is concerned, any FireWire devices you may have installed are completely invisible. This need not be a problem with FireWire hard drives, because you can work around the lack of FireWire support by sharing the drives (see Sharing Individual Folders for instructions). Likewise, if you have a FireWire printer that works in Mac OS X, you can share that printer with your virtual machine (as I describe in Printer Settings). But other than that, FireWire is unfortunately a non-starter in Fusion. FireWire scanners, Blu-ray disc and DVD recorders, cameras, audio interfaces, and other gadgets that work great in Mac OS X won’t show up at all in Windows. 16 WHAT IS BOOT CAMP (AND WHY SHOULD YOU CARE)? Fusion and other virtualization programs provide one way to run Windows on your Mac. Apple provides a different one—Boot Camp, software that’s part of Mac OS X 10.5 Leopard and later. With Boot Camp, you divide your hard disk into two volumes: one for Mac OS X and all your Mac applications and data, and the other for Windows. To switch between operating systems, you must restart your Mac. Apple provides drivers that give Windows access to some Mac-specific hardware features such as the built-in iSight camera (on portable Macs and iMacs) and the Apple Remote, but other than a few such niceties, your Mac running Windows via Boot Camp is, for all practical purposes, just another Intel-based PC. The nice thing about Boot Camp is that it gives Windows full, direct access to your hardware—100 percent of your CPU power, RAM, graphics card, and network bandwidth, for example, go to Windows. In fact, some tests have shown that certain Mac models can run Windows under Boot Camp faster than PCs with similar specs. In Boot Camp, Windows can also use any FireWire devices you may have installed. By contrast, when using Fusion, Windows must share resources with Mac OS X, potentially making both somewhat slower and less efficient, and limiting the kinds of hardware you can use. The downside of Boot Camp is that you must always make a choice to run one operating system or the other. Let’s say you’re developing a Web site using Dreamweaver or BBEdit in Mac OS X and you want to test the site, as you go, in Internet Explorer for Windows. To do this, you must open the Startup Disk pane of System Preferences, select your Windows volume, restart your computer, and run Internet Explorer. Then, you have to repeat a similar procedure to restart in Mac OS X to make any changes…and repeat this over and over again. That’s extremely time-consuming and awkward. Likewise, sharing files between the two operating systems may (depending on several variables) require jumping through a number of hoops. As a result, Boot Camp works best for situations in which your use of Windows is entirely separate from your use of Mac OS X. For example, if you plan to play a resource-intensive Windows-only game (and do 17 nothing else) for a few hours, rebooting into Windows is no big deal, and Boot Camp will give you the best possible performance. But if you want to use Mac and Windows programs side-by-side or switch between them frequently, Boot Camp isn’t what you want. So why, as a Fusion user, should you care about all this? Fusion offers two ways to work with Boot Camp. First, you can use Fusion to run the copy of Windows you’ve already installed under Boot Camp—and switch back and forth at any time between the two ways of running that copy of Windows. Second, if you think the benefits of Fusion outweigh the benefits of Boot Camp sufficiently that you’ll never want to boot directly into Windows again, you can convert your Boot Camp installation into a virtual disk and then remove it—thus freeing up considerable space on your hard disk. I tell you this now because once you install and configure Windows (along with your Windows software and documents), you’d most likely prefer not to repeat the process. So if you haven’t yet installed Windows and think Boot Camp might be useful to you, you should install Windows there rather than on a virtual disk. But that choice may not be as straightforward as it sounds; read on for help making the decision. DECIDE WHETHER (OR HOW) TO USE BOOT CAMP WITH FUSION Fusion gives you three main options with respect to running Windows under Boot Camp: • Ignore Boot Camp: If you aren’t using Boot Camp now, and if you don’t plan to use any Windows applications that need every last ounce of CPU power and RAM your Mac has (or direct access to FireWire devices), you’ll be happiest ignoring Boot Camp altogether. Just install Windows conventionally under Fusion (see Create a Virtual Machine in Fusion) and go on your merry way. But bear in mind that Fusion offers no way to move a copy of Windows from a virtual disk to a Boot Camp volume—if you later decide you want to use Boot Camp after all, you’ll have to reinstall Windows there from scratch. 18 • Use your Boot Camp volume in Fusion: If you’ve already installed Windows in Boot Camp—or if you know you’ll need to—you can simply configure Fusion to use your Boot Camp installation and decide, on any given occasion, whether you want to run Windows within Fusion or by rebooting. However, be aware of some downsides to this approach: ◊ Windows is significantly slower to start up and shut down in Fusion when running from a Boot Camp partition than when running from a disk image. So, using a Boot Camp volume in Fusion is more appropriate for occasional use than regular, repeated use (in which case installing Windows on a virtual disk is the better approach). ◊ Several nifty Fusion features are unavailable when running a Boot Camp installation of Windows in a virtual machine. You can’t take snapshots or use AutoProtect; you can’t suspend and resume the virtual machine; and you can’t mirror folders between Windows and Mac OS X. Note: I cover how to use a Boot Camp Windows installation under Fusion in Use a Boot Camp Partition in Fusion. • Migrate your Boot Camp volume to a virtual disk: If you have Windows installed in Boot Camp, you can move that installation over to a Fusion virtual disk with very little effort—and then, once you’re satisfied that it’s running correctly—delete your Boot Camp partition, freeing up the disk space it was using. (For instructions, see Import a Boot Camp Volume.) Having trouble deciding? In my opinion, the convenience of using Windows without rebooting overwhelmingly outweighs the minor speed boost I get by using Boot Camp. Although installing Windows under Boot Camp and running it in a Fusion virtual machine may seem like the best of both worlds, my experience has been that Windows works far better in Fusion when running from a virtual disk than a Boot Camp partition. After trying it both ways for a while, I finally gave up on Boot Camp altogether and imported my erstwhile Boot Camp volume into Fusion. So unless you’re absolutely certain that you need something you can get only in Boot Camp—and few people do—my counsel is to stick with a virtual disk. 19 Install Fusion and Windows Getting Windows up and running under Fusion can be even easier than doing so on a PC. Simply follow the steps in this section. However, if you want to do something special with the way you install Windows, you may need to refer to a particular area of this book: • To Use a Boot Camp Partition in Fusion, skip ahead to the last topic in this section (p. 35). • To upgrade from an older version of Fusion, read the sidebar Upgrade from Fusion 1.x or 2.x (p. 27). • To use an existing Windows installation created under Parallels Desktop, Virtual PC, or on an actual PC, see Move to Fusion from Another Environment (p. 117). • For a few notes on installing Virtual Appliances, consult Use Virtual Appliances (p. 136). COLLECT THE INGREDIENTS Before you can begin setting up Windows under Fusion, you must have the necessary hardware and software. An Intel-based Mac If you have a Mac with an Intel processor (in other words, any model introduced in 2006 or later), you can run Fusion. Needless to say, the faster your processor(s) and the more cores you have, the better your performance will be, but even a slow, single-core Intel-based Mac can get the job done. The 64-bit question: To run a 64-bit guest operating system under Fusion, you must have a Macintosh with a 64-bit processor (meaning, at the moment, a Core 2 Duo, Xeon, Core i5, or Core i7 processor). Disk Space Windows requires a lot of empty disk space, although the amount depends on which version of Windows you have, how many Windows 20 programs you plan to install, and other factors. Before installing Fusion and Windows, I suggest making sure you have at least 10 GB of free space if you’ll be using Windows XP, and 20 GB if you’ll be using Vista or Windows 7. RAM Fusion requires a Macintosh with at least 1 GB of RAM, and more is certainly better—your Mac must have enough RAM for Mac OS X as well as Windows, since both will be running at the same time: • Windows XP: Microsoft recommends a minimum of 128 MB of RAM for Windows XP, but it runs better and faster with more; I’d suggest 512 MB as a more realistic minimum. • Windows Vista: For Vista, Microsoft increased the minimum recommended RAM to 512 MB, but suggests (as I do) 1 GB as a more comfortable amount. • Windows 7: The official system requirements call for 1 GB of RAM for the 32-bit version or 2 GB of RAM for the 64-bit version. In any case, the above figures are on top of what you need to run Mac OS X and any Mac applications. If your Mac has only 1 GB of RAM, both Mac OS X and Windows will be quite squeezed—and Windows 7 may not run at all. Installing more RAM give you more breathing room for both operating systems. VMware recommends 2 GB; based on my experience, I’d go further and suggest 4 GB or more if possible. A Windows CD or DVD Fusion doesn’t include a copy of Windows; it merely provides an environment in which you can install and run Windows. So you’ll need a Windows CD or DVD. If you already have a copy of Windows, you may or may not be able to use it with Fusion; if you don’t yet have a copy, you have many options from which to choose. Read on to learn about choosing among Windows 7, Windows Vista, and XP and the difference between a retail version and an OEM version. 21 Tip: You can download trial versions of Windows from the Home view of the Virtual Machine Library (see The Virtual Machine Library). Note, however, that these trial versions can’t be converted to full versions later on—you must start over from scratch if you decide you want to continue using one of these versions of Windows after the demo period ends. Which Version of Windows? Fusion supports just about every version of Windows—all the way back to Windows 3.1. However, since you most likely want to be using a modern, currently supported version of Windows, you’ll probably want to look at Windows 7, Windows Vista, or Windows XP. Which should you choose? Windows 7 In much the same way that Snow Leopard improved the speed and stability of Mac OS X without adding lots of new features or making major changes to the user interface, Windows 7 closely resembles Windows Vista but is intended to improve performance and compatibility. It does have some new features and interface adjustments, but the biggest change most users are likely to see is that it’s snappier and less annoying than its predecessor. Windows 7 shipped on October 22, 2009, but had been available prior to that for a number of months as a public release candidate. Windows 7 comes in a variety of editions, including Home Premium, Professional, and Ultimate. (To see the details about the differences between editions, visit http://www.microsoft.com/windows/windows7/compare-editions/.) All editions ship with two discs: a 32-bit version and a 64-bit version. URLs not working? In Snow Leopard’s Preview, longer URL links may appear to be broken. To avoid this Preview bug, try clicking the last character in the URL. Windows Vista Windows Vista, the immediate successor to Windows XP, has generally good security, an attractive interface, and (at least as of Service Pack 1) fewer annoyances on the whole than earlier versions of Windows. Windows Vista comes in four main flavors: Home Basic, Home Premium, Business, and Ultimate (along with several other special 22 versions, which I don’t cover here); to learn about the different versions of Windows Vista, see http://www.microsoft.com/windows/windowsvista/compare-editions/. Like Windows 7, Windows Vista ships with 32-bit and 64-bit discs. Windows XP Despite having been eclipsed by Windows Vista and Windows 7, Windows XP is still holding on strong—much to Microsoft’s dismay. The company officially discontinued retail sales of Windows XP on June 30, 2008, and OEM (original equipment manufacturer) sales as of January 31, 2009, but as of September 2009, I had no trouble finding new copies available for sale at major U.S. online retailers. I suspect it will continue to be available for some time. Early versions of Windows XP were rightly criticized for being highly insecure—prone to malware and network attacks of all sorts—but Microsoft improved security considerably with Service Pack 1. (The latest update of Windows XP is Service Pack 3, which fixes numerous bugs and improves security even more.) Windows XP comes in Home and Professional editions; for a comparison of the two, check out http://www.winsupersite.com/ showcase/windowsxp_home_pro.asp. Making the Choice Still undecided about which version of Windows to use? Although there’s no correct answer for everyone, my advice is to use Windows 7 if you have a reasonably fast Mac with at least 4 GB of RAM, and Windows XP otherwise (assuming, of course, that you can still find a copy). Because Windows 7 is superior to Vista in nearly every way (although with somewhat higher system requirements), there aren’t many situations in which I’d recommend Vista. On the other hand, XP is still adequate for most things you might want to run in Fusion and even peppier than Windows 7—it’s just that it’s a severely outdated operating system with no future, and therefore an unwise investment if you’re able to run Windows 7. In any case, remember that the important thing is being able to run Windows applications—not necessarily Windows itself. Virtually every Windows program you might want to run will work perfectly well in Windows XP; at the moment, very little software is designed exclusively for Windows Vista and Windows 7. If you’re unable to find a copy of XP, 23 or if you want many of the benefits of Windows 7 with as little demand on system resources as possible, the Windows Vista Home Basic edition might be a fair compromise. Retail or OEM Licensing? Another consideration is the license for the version of Windows you have (or are considering). Microsoft has two categories of licenses: • Retail: If you buy an individual boxed copy of Windows (a full version, not an upgrade) from a store, you have a retail license. This license lets you install Windows on any compatible computer; you can transfer it from one computer to another as long as it’s installed on only one at a time. • OEM: An original equipment manufacturer, or OEM license, is designed for companies that bundle Windows with computers that they build. (A copy of Windows that uses this license is also called a “System Builder” edition.) So if you buy a PC from, say, Dell or HP, the copy of Windows that comes preinstalled has an OEM license. Similarly, copies of Windows bundled with Microsoft’s Virtual PC emulation software use the OEM license, even though the “hardware” they’re bundled with is virtual rather than physical. The OEM license is more restrictive than the retail license, in that it says you can run that copy of Windows only on the hardware (or with the emulator) it was bundled with. You’re not permitted to install that copy of Windows elsewhere—not even if you stop using it on the original machine. Note: Microsoft also offers volume licenses—but only for upgrades. Each copy of Windows must start with either a retail or OEM license. In general, you should opt for a retail copy of Windows, which will run about $200–$400, depending on which version and edition you buy. Be circumspect about OEM versions of Windows. If you have an OEM copy of Windows that came with a product you already own, its license precludes installing it on another computer (and that includes using it with Fusion); even if you were willing to violate the license, Windows won’t let you (see the sidebar Windows Activation, next page). A number of online retailers sell OEM copies of Windows (just a disc— no box or documentation) at a significant discount without a computer. 24 This is a violation of Microsoft’s policies, and in my opinion the cost savings isn’t worth the risk of incurring Microsoft’s wrath. Windows for less: If you work for an employer enrolled in the Microsoft Software Assurance program, you may be able to purchase a full, legal copy of Windows through your company at a substantially reduced rate. Likewise, if you’re a student or teacher, you can probably get an academic version of Windows at a discount by providing a dealer with your credentials. Windows Activation Unlike Mac OS X, Windows requires a serial number (or product key) plus an online activation process that ties the product key to a particular hardware configuration. When you install a retail copy of Windows for the first time, the installer prompts you to activate at the end of installation; if you ignore the prompt, you’ll see a pop-up notice in the system tray (in the lower-right corner of the screen) telling you to activate the product within 30 days. Click this notice, and then follow the instructions to activate Windows. (After 30 days, you won’t be able to start Windows without activating.) Behind the scenes, Windows records your product key and several pieces of data about your hardware, and sends it to Microsoft. If you later try to activate a copy of Windows with the same product key but on substantially different hardware, Windows prompts you to reactivate. It overlooks certain minor hardware changes, and in some cases you can easily reactivate after adding, removing, or upgrading hardware. But if Windows suspects that you’re trying to violate your license agreement by reusing the same product key in two completely different places, you’ll be forced to call Microsoft. If you can convince the person you’re speaking to that you haven’t circumvented your license, you’ll be given a long code that you can enter to reactivate Windows. A copy of Windows running under Boot Camp sees your Mac’s actual hardware, but Windows running in Fusion sees the virtual hardware that Fusion creates to simulate a PC. So, if you activate Windows under Boot Camp and then try to use the same copy (with the same product key) in Fusion, you’re prompted to reactivate. See Use a Boot Camp Partition in Fusion for details. 25 A Copy of Fusion Yes, that one last little detail! If you have this book, chances are you already have a copy of Fusion 3.0 or higher. If not, you can either buy a retail box containing a CD and a serial number or purchase Fusion online. You can also download a free trial version of Fusion. To obtain Fusion online, go to http://www.vmware.com/products/ fusion/. Before you can download Fusion, you must register, supplying your name and address. Be sure to note the serial number shown on the screen when you register; you’ll need it in a moment. (If you’re using the demo version, this serial number will be temporary; if you buy Fusion, VMware will supply you with a permanent serial number.) INSTALL FUSION To install Fusion, follow these steps: 1. Insert the Fusion CD, or open the folder containing the Fusion installer you downloaded. 2. Double-click the installer icon and follow the prompts. 3. Enter your serial number when prompted. (If you forgot to record the serial number for a demo of Fusion, or if you lost your number, click Get Serial Number.) Click Continue, and then click Close. With Fusion installed, you can install Windows using the instructions that follow—or, if you plan to use a copy of Windows already installed using Boot Camp, skip ahead to Use a Boot Camp Partition in Fusion. 26 Upgrade from Fusion 1.x or 2.x If you already had an earlier version of Fusion installed, your existing virtual machines will still work in Fusion 3. However, I suggest shutting down your virtual machines in the earlier version of Fusion (not merely suspending them) before installing the new version. In addition, if you’re upgrading directly from version 1.x, the first time you open each virtual machine, Fusion should ask if you want to upgrade it. (If it doesn’t, choose Virtual Machine > Upgrade Virtual Machine.) In general, the answer is yes: upgrading lets your existing virtual machine take advantage of newer Fusion features, such as better 3D graphics support. However, upgraded virtual machines can’t run again in Fusion 1.x. If you later want to do so, you can return to the older format by running the virtual machine and choosing Virtual Machine > Downgrade Virtual Machine. After upgrading Fusion (and, if necessary, upgrading a virtual machine), you should be prompted to upgrade VMware Tools too the first time you use any virtual machine. If the installer doesn’t run automatically, choose Virtual Machine > Install VMware Tools. CREATE A VIRTUAL MACHINE IN FUSION Assuming you’ll be installing Windows XP, Windows Vista, or Windows 7, Fusion lets you configure a new virtual machine and install Windows in it with a single procedure. Follow these steps: 1. Launch VMware Fusion (in /Applications). 2. If you’re running Fusion for the first time, you may see a Welcome screen. If so, click the Create New Virtual Machine button at the bottom. Otherwise, choose File > New. The New Virtual Machine Assistant appears. 3. Insert your Windows installer disc. The window changes to show the version of Windows on the disc (as long as it’s Windows XP or later). Air apparent: Having trouble completing Step 3 on a MacBook Air? See the sidebar Installing Windows on a MacBook Air (p. 33). 27 4. Leave Install This Operating System selected, and click Continue. 5. At this point, you can choose the Easy Install method, which automates the entire installation of Windows and VMware Tools, or a standard installation, in which you manually complete each step of the Windows installation process: • To use Easy Install (which I recommend for most people), continue with the steps under “Easy Install,” below. • To do a standard installation, skip ahead to Standard Install. Room to grow: Both Easy Install and Standard Install set the default Windows virtual disk size at 40 GB. This is the maximum size to which the disk image file can grow—and it should be plenty for most people. Initially, the virtual disk will be much smaller (just large enough to hold your Windows installation). Of course, the disk image can never exceed the amount of free space on your disk, so if you left (for example) only 20 GB free, that’s the largest your Windows volume could grow. Easy Install To perform an Easy Install, first follow Steps 1–5 above. Then do the following: 1. Leave Use Easy Install checked. Enter your name, optionally enter and confirm a password for your initial Windows user account, and optionally (but recommended), enter your Windows Product Key, which can be found inside the Windows retail package. Click Continue. (Some Windows distributions may not require a Product Key. If you’re using one that does, and you don’t enter it here, you can enter it later, when activating Windows.) The Integration screen appears (Figure 1). 28 Figure 1: On this screen, select how (if at all) you want to share files between Windows and Mac OS X. 2. Select the way you want to share files between Windows and Mac OS X: • Selecting More Seamless is the same as checking all four items (Desktop, Documents, Music, and Pictures) under Mirrored Folders in the Sharing pane of Fusion’s Settings window (see Mirror Folders, p. 66). • Selecting More Isolated is equivalent to unchecking Share Folders on Your Mac in the Sharing pane of the Settings window. If you’re uncertain which option to select, I suggest More Seamless. If you don’t want to set up file sharing now, select None. You can always change this later. After making your selection, click Continue. 3. Review the default settings (such as RAM and maximum disk size) shown in the Virtual Machine Summary (Figure 2). 29 Figure 2: Review the configuration of your newly created virtual machine on this screen. If you’re content with these settings, skip ahead to Step 4. If you want to make any modifications now, rather than changing the settings after the fact, continue with Steps a–d: a. Click Customize Settings. b. Enter a name and select a location for your virtual machine (or simply accept the defaults), and click Save. c. The Settings window appears; see Configure Virtual Machine Settings to learn about your options. When you’re finished, close the window. d. Double-click your new virtual machine in the Virtual Machine Library window. Skip Step 4. 4. Click Finish. Enter a name and select a location for your virtual machine (the defaults are usually best); then click Save. Your new virtual machine appears in the Virtual Machine Library and should start automatically. 30 Fusion runs the Windows installer, configuring it with the information you entered. It also installs VMware Tools, the set of drivers and other software needed for Windows to run smoothly in a virtual machine. The process may take an hour or more, so take this opportunity to catch up on your email or call your mother. Note: Skip ahead to Finish Your Windows Installation, next page, to get ideas for what to do next. Standard Install To perform a Standard Install, first follow Steps 1–5 immediately under Create a Virtual Machine in Fusion, a few pages back. Then do the following: 1. Uncheck Use Easy Install and click Continue. 2. Review the default settings (such as RAM and maximum disk size) shown in the Virtual Machine Summary: • If you’re content with these settings, click Finish. Enter a name and select a location for your virtual machine (the defaults are usually best); then click Save. Your new virtual machine appears in the Virtual Machine Library and should start automatically. • If you want to make any modifications now, rather than changing the settings after the fact, Continue with Steps a–d: a. Click Customize Settings. b. Enter a name and select a location for your virtual machine (or simply accept the defaults), and click Save. c. The Settings window appears; see Configure Virtual Machine Settings to learn about your options. When you’re finished, close the window. d. Double-click your new virtual machine in the Virtual Machine Library window. 31 3. The Windows installer runs automatically. However, you must advance through all its screens manually, entering your Product Key, name, and password, and answering a variety of other questions about how you want Windows to be configured. 4. Install VMware Tools by choosing Virtual Machine > Install VMware Tools; see VMware Tools to learn more. Finish Your Windows Installation Regardless of whether you used Easy Install or Standard Install, now that you’ve finished installing a virtual machine, you should next consider performing three additional steps: • You may want to install Apple’s Boot Camp Drivers under Fusion— even if you never used Boot Camp and have no intention of doing so. Read on in this section to find out why and how. • You’ll also want to install anti-virus software (such as McAfee VirusScan Plus, included with Fusion) as soon as possible; see Install Anti-Virus Software, later. • After installing this software, consider taking a snapshot (see Save and Restore Your Windows State with Snapshots), which will enable you to return your Windows installation to its current state if anything were to go wrong in the future, as well as improve the performance of your backups (see Take Snapshots). 32 Installing Windows on a MacBook Air The MacBook Air has no internal optical drive, which creates some complications when installing Windows. If you have a MacBook Air SuperDrive attached, you can use that and follow the normal installation instructions. However, the MacBook Air’s Remote Disc feature—which normally lets you use a CD or DVD inserted in another computer on your network—doesn’t work with the Windows installer. To work around this problem, you must create a disk image from your Windows installation disc. Follow these steps on a Mac with an optical drive: 1. Insert the Windows installation disc. 2. Launch Disk Utility (in /Applications/Utilities). 3. Select the CD/DVD icon (the indented icon containing the volume name, not the topmost icon showing the drive model), and click the New Image button in the toolbar. 4. Enter any name for the disk image file and select a location (or keep the defaults). From the Image Format pop-up menu, choose DVD/CD Master. From the Encryption pop-up menu, choose None. Click Save. 5. Once the disk image has been converted, copy it over the network to your MacBook Air or put it in a shared location your MacBook Air can access. 6. In Fusion, follow the instructions just previously for installing Windows. But in Step 3, which asks you to insert a disc, instead click Continue Without Disk. Select Use Operating System Installation Disk Image File, navigate to the disk image, and click Choose. Click Continue, verify or correct the operating system details, and click Continue again. Then pick up with Step 4. INSTALL BOOT CAMP DRIVERS The VMware Tools package includes drivers for most of the Mac hardware that Windows will use when running in a virtual machine, with a few notable exceptions—particularly Apple’s proprietary devices that use USB internally, including iSight cameras, Bluetooth transceivers, 33 and the infrared port used for the Apple Remote. Drivers for these devices are available only from Apple, and only as part of the Boot Camp driver package (included on your Leopard or Snow Leopard Install DVD—you can’t download them separately). So, if you want Windows applications to be able to access your iSight camera or Apple Remote directly, or if you want to use Bluetooth devices such as headsets or PDAs in Windows without going through Mac OS X, you’ll need these drivers. (If you’re already using a Bluetooth mouse or keyboard in Mac OS X, you can continue using it in Windows without any additional drivers.) If you don’t plan to use any of these devices in Windows, you can skip this topic. To install the Boot Camp drivers under Windows: 1. With Windows running in Fusion, insert your Leopard or Snow Leopard Install DVD. The Boot Camp installer should run automatically. Auto repair: If the installer doesn’t run, check if the virtual CD/DVD drive is in use. To do this, open the Virtual Machine > CD/DVD menu. If Disconnect CD/DVD is enabled, select it. That should cause the Boot Camp installer to run; if not, choose Start > (My) Computer and double-click the DVD icon. 2. Follow the onscreen instructions to install the software. 3. You’ll be prompted to restart Windows when the installer finishes. After your virtual machine has restarted, you can use your iSight camera (see Connect and Disconnect Devices), Apple Remote, or Bluetooth devices from within Windows. (To learn about using USB devices, read USB Device Settings.) 34 Resolve a Keyboard Driver Problem Although Boot Camp includes drivers for lots of other devices you don’t need when using Fusion, I generally suggest leaving them alone; in trying to uninstall extra drivers, you might inadvertently delete something you need. However, there’s one exception to this rule. The keyboard software Apple includes in some older versions of the Boot Camp Drivers package apparently had a bug that may cause Windows to start up slowly under Fusion. If you encounter this problem, follow these steps in Windows: 1. Choose Start > Run. 2. Enter msconfig and click OK. 3. Click on Startup, and then uncheck KbdMgr and click OK. The downside is that if you’re running Windows from a Boot Camp partition in Fusion and you later want to boot directly into Windows, you must first repeat this approximate procedure to reenable KbdMgr or your keyboard may not work properly. Continue reading to find out how to use a Boot Camp installation of Windows instead of (or in addition to) Windows installed on a virtual disk. If you want to tweak the settings of your virtual machine, read Configure Virtual Machine Settings. Or, to learn how to use Windows within Fusion, skip straight to Use Windows in a Virtual Machine. USE A BOOT CAMP PARTITION IN FUSION If you’ve already installed Windows using Boot Camp, you need not reinstall Windows (though you may later want to convert it to a virtual machine; see Import a Boot Camp Volume). You can quickly configure Fusion to use your existing installation by following these steps: 1. Launch VMware Fusion (in /Applications). 2. In the Virtual Machine Library window, do either of the following: • Double-click Boot Camp Partition in the list on the left. • Select Home on the left and then click Run Windows from Your Boot Camp Partition. Enter your administrator password when prompted and click OK. 35 3. Wait for Windows to launch. On the first run of Windows, Fusion modifies your Boot Camp Windows installation to work correctly in a virtual machine—a process that can take several minutes. 4. You will most likely be prompted to reactivate Windows the first time it runs under Fusion. Ordinarily this requires just a couple of clicks, though in rare cases you might have to call Microsoft (using a number provided on the screen) to get an activation code. Just this once: In most cases, the first time you run your Boot Camp installation of Windows in Fusion, you must reactivate. But, as long as you install VMware Tools (the next step) before rebooting directly in Boot Camp, you won’t have to reactivate again when you switch between the two methods of running Windows. 5. After Windows boots (and you log in to Windows, if necessary), Fusion runs the VMware Tools installer. Follow the prompts to complete the installation; you can accept all the default settings. Auto repair: If the installer doesn’t run by itself, check if the virtual CD/DVD drive is in use. To do this, check the Virtual Machine > CD/DVD menu. If Disconnect CD/DVD is enabled, select it. Then choose Virtual Machine > Install VMware Tools. 6. When the installation is complete, click Finish; then click Yes to restart Windows. Windows restarts. From here on, you can use Windows normally. Remember that when running Windows from your Boot Camp partition, you can’t suspend or resume it—you must shut it down completely when you quit Fusion—nor can you take snapshots or use AutoProtect. 36 Installing Linux Although I’ve been talking about Windows, you may also want to install another operating system, such as any of the numerous Linux distributions. Fusion’s Easy Install feature works with Ubuntu 7.10 or later, Ubuntu Server Edition 8.10 or later, Red Hat Enterprise Linux 3 or later. For any of these distributions, if you have a disc containing the installer, you can insert it at Step 3 in Create a Virtual Machine in Fusion and follow the remaining steps (some wording and options will be slightly different than for Windows). If you have downloaded Linux as a disk image (.iso) file, do the following: 1. Follow the steps in Create a Virtual Machine in Fusion, but click Continue Without Disk in Step 3. 2. Select Use Operating System Installation Disk Image File, navigate to the disk image, and click Choose. 3. Click Continue, verify or correct the operating system details, and click Continue again. Then: ◊ To use Easy Install (if available), skip to the steps given under Easy Install. ◊ To perform a Standard Install, flip back to Standard Install. Another way to install Linux under Fusion is to use one of the many prebuilt Virtual Appliances based on Linux (consult Use Virtual Appliances, p. 136). If you’re eager to get started using Windows, read the next section to learn how to get around. If you’re curious about the many Fusion settings you can adjust and want to get everything tuned just so from the outset, skip ahead to Configure Virtual Machine Settings. 37 Use Windows in a Virtual Machine Now that Windows is installed, you can run it almost as if you were using a PC. In this section, I walk you through some highlights of Fusion’s interface—how you run and manage your virtual machines. I also discuss how to avoid some of the confusion that can occur when running two operating systems at the same time, especially when they have different expectations about basic things like mouse and keyboard behavior. Although I focus on Windows in this section, most of what I describe here is equally true of other operating systems you may install in Fusion, especially Linux (in that Linux, like Windows—but unlike other operating systems—supports Unity view). Tip: If, as you’re using Fusion, anything seems not to work quite right, check to see if it’s mentioned in the list of Known Issues in Fusion’s release notes (http://www.vmware.com/support/fusion3/ doc/releasenotes_fusion.html#issues). LEARN YOUR WAY AROUND Most of the time you spend working in Fusion will involve just two windows: the Virtual Machine Library, in which you can select, run, and modify virtual machines, and the main Fusion window that contains Windows (or the operating system of your choice) while it’s running. The Virtual Machine Library Fusion’s Virtual Machine Library window (Figure 3) lists all your virtual machines. (If it’s not visible, choose Window > Virtual Machine Library to display it.) It gives you a central location where you can run them and change their settings, as well as create and delete virtual machines. If you used an earlier version of Fusion, you may notice that version 3 significantly expands the capabilities of this window, and rearranges a few things. 38 Figure 3: The Virtual Machine Library lists all your virtual machines. The left side of the window lists all the virtual machines you’ve set up and indicates whether they’re running, suspended, or powered off. If the virtual machine is running or suspended, the list also displays a thumbnail image of its Desktop, including any open windows. If you have Windows installed on a Boot Camp partition, the Virtual Machine Library includes that in the list too (see Use a Boot Camp Partition in Fusion). Likewise, if Fusion detects any existing installations of Windows under Parallels Desktop or Virtual PC, they’re listed under Other Virtual Machines (see Import a Virtual Machine from Parallels Desktop or Virtual PC). The Home icon on the left (which may be the only icon you see the first time you run Fusion) is new in Fusion 3, and provides shortcuts to several common tasks, such as installing Windows, migrating from a PC (see Import a Windows Installation from a PC), and downloading trial versions of Windows. 39 However, the most common reasons you’ll visit the Virtual Machine Library window are to start, stop, suspend, resume, and change various other settings of virtual machines. Specifically, you may want to do any of the following: • Run a virtual machine: To run a virtual machine, thus booting Windows or whichever operating system is installed in it, you can double-click the virtual machine in the list, click the icon beside it, or select the virtual machine and choose Virtual Machine > Start Up. • Suspend or resume a virtual machine: To pause a virtual machine, saving its state so that you can later pick up where you left off without waiting to reboot, select it in the list and click the icon, or choose Virtual Machine > Suspend. To resume a suspended virtual machine, double-click its name in the list, click the icon beside it, or select the virtual machine and choose Virtual Machine > Resume. (I say more about suspending and resuming virtual machines ahead a few pages, in Suspend, Resume, and Shut Down Windows.) Forgotten but not gone: After you suspend or shut down a virtual machine, its window may remain open; you can click the big “play” button in this window to (re)start the virtual machine. Feel free to close this window; you can reopen it at any time by Control-clicking (right-clicking) on the virtual machine in the list and choosing Show Windows. • Set a virtual machine to run automatically: If you want a particular virtual machine to run (or resume) automatically every time you launch Fusion, click the icon beside it, which turns to orange: . To remove this setting, click the icon again. (You can have only one virtual machine start automatically.) • Change a virtual machine’s settings: Select the virtual machine and click the Settings button at the bottom of the window, choose Virtual Machine > Settings, or Control-click (right-click) a virtual machine and choose Settings from the contextual menu. • Rearrange the virtual machine list: Drag a virtual machine up or down in the list to change its order. 40 • Rename a virtual machine: Select a virtual machine, click on its name on the right side of the window, and make any desired edits. • Add notes: If you have many virtual machines—particularly if several of them are similar but with slight differences—you can enter descriptive notes to help you tell them apart. Simply click in the area to the right of the word “Notes” and type. • Show in Finder: The files constituting your virtual machines are located in ~/Documents/Virtual Machines by default (except in the case of a Boot Camp partition, whose virtual machine uses a somewhat different format, and is stored by default in ~/Library/ Application Support/VMware Fusion/Virtual Machines/Boot Camp). But you can store them elsewhere, if you prefer. To reveal the virtual machine’s files in the Finder, Control-click (right-click) the virtual machine in the list and choose Show in Finder. If you decide to move an existing virtual machine, be sure to shut it down first. (You can then open it by choosing File > Open and navigating to the new location; this also adds it to the Virtual Library list.) Look inside a Virtual Machine In Fusion, a virtual machine includes a number of components: settings files, the file(s) constituting the virtual disk image(s), any snapshots you’ve taken manually or using AutoProtect, log files, and more. All these files are packaged in a special format called a bundle, which looks like a single file in the Finder but which is really a folder in disguise. To see the contents of a virtual machine, follow the instructions just previously. Then, in the Finder, Control-click (right-click) the file (which has the extension .vmwarevm) and choose Show Package Contents. A new window opens, revealing all the constituent files and folders. • Delete a virtual machine: To remove a virtual machine, select it and choose Edit > Delete (or press the Delete key). In the dialog that appears, click Keep File to remove the virtual machine from the Virtual Machine Library but keep its data on disk (meaning you can easily add it again later). To remove the machine and also move all its data to the Trash, click Move to Trash (do this with caution!). Or click Cancel to do nothing. 41 Automatic Screenshots As you use your virtual machine, Fusion displays a live thumbnail of your entire Windows screen in the Virtual Machine Library window. If you drag a thumbnail from this window to your Mac Desktop (or another folder), a full-size PNG image of your virtual machine as it exists at that moment is copied there. The Main Virtual Machine Window When you run a virtual machine, it initially appears in its own window (Figure 4). Figure 4: The main virtual machine window, showing Windows 7 running as a guest. The interior of the window, of course, shows your Windows Desktop, and that’s where most of your attention will be. In addition, though, note the toolbar at the top of the window, which contains buttons for 42 frequently used Fusion commands (read on to learn more about these). Also note the series of icons along the bottom of the window at the right; these enable you to connect or disconnect various physical and virtual devices (see Connect and Disconnect Devices). Apart from activities you perform in Windows itself, you can do the following things in this main window: • Resize the window: To change the window’s size—which will automatically adjust the Windows resolution to match, too, as long as you’ve installed VMware Tools—drag the resize control ( ) in the lower-right corner of the window. • Customize the toolbar: To rearrange the buttons on the toolbar, add new ones, or remove ones you don’t need, Control-click (rightclick) in any blank area of the toolbar and choose Customize Toolbar from the contextual menu. Using the dialog that appears, drag icons onto or off of the toolbar, or drag them to other positions on the toolbar. You can also determine whether icons, labels, or both appear using the Show pop-up menu, and optionally switch to a smaller icon size by checking Use Small Size. Click Done when you’re finished modifying the toolbar. • Hide the toolbar: To hide the toolbar, click the lozenge-shaped button ( ) in the upper-right corner; click the button again to display the toolbar again. SUSPEND, RESUME, AND SHUT DOWN WINDOWS When you’re finished with a given session of work (or play) in Windows, you can either shut it down (that is, “power off” the virtual machine) or suspend it. Suspending a virtual machine is somewhat like putting a laptop to sleep, in that you put it into an inactive mode but can restore it to the state you were last in quickly, without waiting for Windows to reboot and for your applications to load. Fusion saves not only the state of your disk but also the state of the virtual machine’s RAM. This requires some extra disk space, but generally repays you in time savings. 43 Suspend a Virtual Machine To suspend Windows, do any of the following: • Click the Suspend button in the toolbar. • Choose Virtual Machine > Suspend. • In the Virtual Machine Library window, click the icon. Fusion saves the virtual machine’s state and suspends it. At this point, you can safely quit Fusion—though you can easily keep it running in the background, as suspending a virtual machine makes all the RAM it was using available to Mac OS X again. Resume a Virtual Machine To resume running Windows, do any of the following: • If the virtual machine window is open, click the Resume button in the toolbar. • Choose Virtual Machine > Resume. • In the Virtual Machine Library window, double-click the virtual machine name or click the icon. Shut Down a Virtual Machine To shut down Windows entirely, make sure it’s currently running (not suspended) and do either of the following: • Shut down from within Windows. (In Windows XP, choose Start > Turn Off Computer and click Turn Off; or, in Windows Vista or Windows 7, choose Start > > Shut Down.) • Choose Virtual Machine > Shut Down. Restart a Virtual Machine You can restart a virtual machine in essentially the same way that you shut one down. With Windows running, do either of the following: • Restart from within Windows. (In Windows XP, choose Start > Turn Off Computer and click Restart; or, in Windows Vista or Windows 7, choose Start > > Restart.) • Choose Virtual Machine > Restart. 44 Pull the plug: If Windows refuses to shut down or restart, you can perform the virtual equivalent of pulling the plug. Hold down the Option key and choose Virtual Machine > Force Shut Down (in the spot where Shut Down usually is). Or, to do a “hard” reset (like flipping the power switch off and back on), hold down the Option key and choose Virtual Machine > Force Restart. Tip: In Fusion’s General Preferences, you further refine how your actions cause virtual machines to shut down or be suspended. MAKE YOUR KEYBOARD AND MOUSE BEHAVE A complication that arises when running Windows in a Fusion virtual machine is that standard Windows input devices (keyboards and mice) are different from standard Mac input devices. As a result, you may find yourself needing to press keys or click buttons that don’t exist. Not to worry: Fusion can help you deal with these problems easily. Remap Mouse Buttons Unlike Macs, Windows requires at least two, if not three, buttons on a mouse. If you have a multi-button mouse—or trackball—attached to your Mac, it will most likely work correctly in a Windows virtual machine without further configuration. However, if your mouse has fewer buttons than you need, Fusion can provide alternative ways of clicking. By default, Fusion lets you click the “right” (or secondary) button by holding down the Control key while clicking. (On a Mac laptop, you have other options as well; see Right-Clicking (p. 6) for details.) To get a “button 3” response, hold down the Command key while clicking. If you want to change either of these settings, do this: 1. Choose VMware Fusion > Preferences, click the Keyboard & Mouse button in the toolbar, and then click Mouse Shortcuts. 2. Double-click the setting you want to change—for example, to change the shortcut to simulate a right click, double-click Secondary Button. 3. In the dialog that appears, select the modifier key(s) and mouse button you want to use. Then click OK. 45 Find a Missing Pointer In a few situations, you may find yourself without a pointer—you move the mouse but nothing shows up, either in Windows or in Mac OS X. Don’t panic. It’s likely one of three issues: • First, during part of the time that Windows is starting up, shutting down, suspending, or resuming, the VMware Tools drivers aren’t active, so Fusion can’t perform its usual trick of handing off the pointer between Mac and Windows. In most cases, if you wait a minute, it’ll come back. If it doesn’t—or if you can’t wait—press Command-Control to release the pointer from the virtual machine’s control and hand it to Mac OS X. • Second, in rare cases, your pointer may move just fine in Mac OS X, but when you move it over the virtual machine window, the Windows pointer doesn’t move (or doesn’t appear at all). If this happens, press Command-G, which jogs Fusion into attaching mouse input to the virtual machine. • Third, Fusion may lock your pointer to the virtual machine window to make a game work correctly. If this happens, you won’t see your Mac pointer even when you try to move outside the window. If this happens at an inappropriate time, see General Preferences for the gaming-related settings to change. Simulate Missing Keys If you have an Apple keyboard (or a third-party Mac keyboard) attached to your Mac, rather than a Windows keyboard, you may be missing a few keys, such as Print Screen, Pause, and Break. On a laptop, you may be missing other keys too, such as Forward-delete, Home, and End. If you use any of these keys frequently, you can set up a keyboard shortcut that lets you press some other combination of keys to get the same effect (as I cover next). But for occasional use, there’s an easier way to simulate missing keys: choose a keystroke from the Virtual Machine > Send Key submenu. Unfortunately, you can’t use modifier keys with these keystrokes—for example, holding down Option (Alt) while choosing Virtual Machine > Send Key > Print Scrn doesn’t take a screen shot of just the active window, as Alt-Print Scrn normally would. Tip: To send Control-Alt-Delete to Windows (to log out or display a list of running tasks), choose Virtual Machine > Send Ctrl-Alt-Del. 46 Configure Keyboard Shortcuts If you’re accustomed to using Mac keyboard shortcuts, which typically involve the Command key rather than the Control key (for example, Command-C for Copy), you can in most cases get Fusion to translate those combinations so that they perform the equivalent operation in Windows. You can also set up mappings so that keys on your Mac keyboard simulate keys (like the Windows key) that aren’t physically there. To do this, start by choosing VMware Fusion > Preferences and clicking the Keyboard & Mouse button in the toolbar (Figure 5). Figure 5: Configure keyboard shortcuts in this pane. 47 Note: The Windows key displays the Start menu when you press and release it; it can also be used as a modifier key (like Control and Alt) in keyboard shortcuts. To learn more, read http://en.wikipedia.org/wiki/Windows_key. By default, Fusion is already set up to translate several common shortcuts, as shown in Figure 5 (previous page). For example, you can press Command-Z to get the effect of Control-Z, or press the Command key by itself to “press” the Windows key, or use Option in place of Alt. To add a new mapping, follow these steps: 1. Click the button at the bottom of the window. A dialog appears (Figure 6). Figure 6: Use this dialog to select Mac keys (top) and the Windows keystrokes they emulate (bottom). 2. At the top of the dialog (“From”), select the modifier key(s), if any, that you want to physically press on your Mac. Then press a key (which will show up in the field) that you’ll press together with the modifier(s). 3. At the bottom of the dialog (“To”), click in the field on the right. Select the modifier keys (if any) that you want Windows to see as a result of your keyboard shortcut. Then either press a key or, 48 if the key that you want to emulate isn’t on your keyboard, choose it from the pop-up menu. 4. Click OK. To modify an existing key mapping, double-click it in the list and follow the steps above. To disable a shortcut, uncheck it; to delete it altogether, select it and click . To disable all key mappings in Fusion, uncheck Enable Key Mappings. Note: In addition to these key mappings, you may want to modify the way Fusion uses global Mac OS X shortcuts, or disable shortcuts for built-in Fusion commands. See Mac OS Shortcuts and Fusion Shortcuts (both on p. 98), respectively, for details. SWITCH DISPLAY MODES Fusion lets you view your Windows virtual machine in any of three modes (each with its own unique advantages): • Single Window View: Windows appears within one window, which acts much like any other Mac OS X window. • Full Screen View: Windows takes over the entire screen (or space). • Unity View: The Windows Desktop effectively disappears, and each Windows application operates within a single window. (If you particularly want to minimize your interactions with the Windows operating system, also read Make Windows Invisible.) You can switch between these views whenever you want, with just a couple of clicks or keystrokes. I cover each view in turn, ahead. 49 The Preview Window A new feature in Fusion 3 is a special floating window called the Preview window (Figure 7). This small, resizable window shows you a live thumbnail display of any virtual machine, regardless of which view it’s in (Single Window, Full Screen, or Unity)—and even if it’s suspended or powered off. To display the Preview window, choose View > Preview. Figure 7: Keep track of what a virtual machine is up to in the Preview window. The Preview window is ideal for situations when you want to be able to see at a glance how Windows is progressing on some task (downloading a file, for example) without requiring extra screen space to display one or more entire windows. Although the miniature display is updated in real time, it’s view-only; clicks on the thumbnail have no effect. You can, however, use the buttons at the bottom of the window to activate Single Window, Full Screen, or Unity View (from left to right, respectively) for the virtual machine shown in the Preview window. Single Window View Initially, every new virtual machine appears in Single Window view, which is exactly what it sounds like: your entire Windows environment is contained in a single window. That window behaves just like any other Mac window, in that you can move, resize, zoom, or minimize it. When it’s frontmost on your screen, your mouse and keyboard actions are sent to Windows (and the pointer changes to the white Windows style). You can also drag files from folders on your Mac into the window to copy them to your virtual machine—or vice versa. 50 If you like to see your entire Windows screen while keeping your Mac OS X windows in view, Single Window view is the ideal choice. And, if you like Single Window view but want to keep track of what Windows is doing in the background without taking up lots of screen space, you can minimize the window and then use The Preview Window (described in the sidebar on the previous page) to see a miniature representation of your Windows virtual machine. To switch to Single Window view from any other view, choose View > Single Window. Full Screen View In Full Screen view, Windows occupies—you guessed it—your whole screen, just as it would if you were running Windows on a PC. This gives you maximum screen real estate for your virtual machine, effectively hiding the fact that you’re running Windows on a Mac. In Full Screen view, you can’t see your Mac’s Dock, and you can’t drag files between the two environments. To enter Full Screen view, you can either click the Full Screen button ( ) in the toolbar or choose View > Enter Full Screen (CommandControl-Return). While Fusion is in Full Screen view, your Mac’s menu bar is hidden. So, to enable you to perform commands in Fusion itself, Fusion 3 adds a new feature called the Full Screen Title Bar (Figure 8). It contains the View, Virtual Machine, and Window menus as well as the usual close, minimize, and zoom buttons and a pause/resume button—thus giving you full control of your virtual machine. Figure 8: The Full Screen Title Bar gives you access to the most crucial Fusion menus when in Full Screen mode. Of course, this bar, too, can get in the way, so Fusion offers several ways to put it in its place. Choose one of the following commands on the View > Full Screen Title Bar submenu to alter its behavior: • Always Show: This option, the default, means the Title Bar is always visible. 51 • Automatically Show and Hide: With this option selected, the Title Bar is normally hidden, but becomes visible when your pointer approaches the edge of the screen where it would otherwise appear. • Always Hide: Choose this option to turn off the Title Bar altogether. (If you do this, you can return to Single Window view by pressing Command-Control-Return.) • Position on Screen: Choose Top, Left, Bottom, or Right from this submenu to move the Full Screen Title Bar to another location on your screen. To exit Full Screen view, you can either press Command-ControlReturn again or, if the Full Screen Title Bar is visible, choose View > Single Window to return to Single Window view or View > Unity to enter Unity view (described below). Full Screen view is fully compatible with the Spaces feature in Leopard and Snow Leopard (configured in the Exposé & Spaces pane of System Preferences). In other words, Windows can occupy an entire space in Full Screen mode, while the other spaces show your Mac Desktop and applications as usual. You can then use all the standard Spaces keyboard shortcuts to switch from one space to another, thus letting you switch into and out of a full-screen Windows experience without ever leaving Full Screen view. (And, in such a situation, The Preview Window, described a few pages back, can be especially handy.) In fact, with a virtual machine running full-screen in a space, you can even copy a file from one operating system to another, by dragging it to the edge of the screen nearest the space you want to switch to and waiting for a moment while the spaces switch. Cover-up: If you use Full Screen view with Spaces, be sure the space you’re using for Windows doesn’t already have any Mac windows showing, because they’ll be completely covered by your Windows Desktop. Unity View Full Screen view gives you the most PC-like experience of running Windows, but Unity view gives you the most Mac-like experience. In Unity view, the virtual machine window disappears—and with it, your Windows Desktop. All you see are the windows from your Windows 52 applications, right alongside the windows from your Mac applications (Figure 9). If you want to see Windows and Mac windows side-by-side with maximum flexibility, Unity is the view for you. Figure 9: In Unity view, windows from Windows applications can mingle with those from Mac applications. To enter Unity view, you can either click the Unity button ( ) in the toolbar or choose View > Unity (Command-Control-U). To return to Single Window view, first make sure a window from Fusion (or from Windows itself) is in the foreground; then choose View > Single Window or press Command-Control-U again. To switch from Unity view directly to Full Screen view, choose View > Full Screen (Command-Control-Return). Use Dock Icons in Unity View When you’re in Unity view, your Mac OS X Dock displays an icon for each open application in Windows. (A single Windows Explorer icon appears if you have any number of windows open in Windows Explorer.) These icons work just like regular Dock icons. For example, 53 you can drag a document to the icon of a Windows program in your Dock to open the document in that program. You can also Control-click (or right-click) on a Dock icon to display commands such as Keep in Dock (which lets you keep Windows application icons in your Dock even when Fusion isn’t running), Hide, and Quit—and in Snow Leopard, you can click and hold on a Dock icon to activate Exposé for that Windows application. Where’d it go? If you’re in Unity view and happen to close all of your windows, you may not see anything to suggest that Windows is still running. If you ever get lost, click the VMware Fusion icon in your Dock to bring Fusion to the foreground, and then Use the Applications Menu (described on the next page) to locate or launch a Windows application. Use the Taskbar in Unity View Just as the Mac OS X menu bar disappears in Full Screen view, the Windows taskbar normally disappears in Unity view. So what if you need to access icons in the Start menu, say, or in the Notification Area (better known as the System Tray)? You have a few options. Display the Taskbar To display the taskbar, choose View > Show Taskbar in Unity. By default, the Mac OS X Dock and the Windows taskbar both go at the bottom of the screen, so if you choose this option, the two could overlap—not at all what you want! Therefore, if you want to display the taskbar, I suggest changing the location of either the Dock or the taskbar (for example, put one on the right side of the screen and the other on the left, if you want to keep them as separate as possible): • To change the position of the Mac OS X Dock, choose  > Dock > Position on Left, Position on Bottom, or Position on Right. • To relocate the Windows taskbar, right-click on it and select Lock the Taskbar to uncheck it. Then drag the taskbar to your preferred screen edge and again choose Lock the Taskbar to check it. To hide the taskbar again, make sure Fusion (or a Windows window) is in the foreground, and choose View > Hide Taskbar in Unity. 54 Display System Tray Icons If the taskbar is hidden, you can still opt to display only the System Tray icons. To do this, choose View > Show System Tray in Unity. When you choose this option, the System Tray icons move to your main Mac menu bar, positioned to the left of any other icons already there. They continue to function as they would on the taskbar. To hide the icons, choose View > Hide System Tray in Unity. Note: Although this feature works for most third-party System Tray icons, some items in the System Tray (such as the volume control and network icon) don’t appear on your Mac’s menu bar, regardless of this setting. Forget the Taskbar You may not need the taskbar at all; perhaps you only need to get at the items on the Start menu, for example. If so, Fusion 3’s new system-wide Applications menu (described next) may do the trick. USE THE APPLICATIONS MENU Fusion 2 included a feature called the Applications menu, which appeared only in Unity view and provided a way to launch applications and perform many of the other activities that would normally require the taskbar. Fusion 3 also has a feature called the Applications menu, but it looks completely different, is far more advanced, and now works throughout Mac OS X—even when Fusion isn’t running. The Applications menu is enabled by default; you can turn it off or modify its behavior by selecting a virtual machine, choosing Virtual Machine > Settings, clicking Applications, and clicking Applications Menu (see Applications Settings, later). When the menu is active, a small icon appears in your Mac OS X menu bar; clicking it displays the full menu as shown in Figure 10. 55 Figure 10: Use Fusion’s Applications menu to access Start menu items and other Fusion controls anywhere in Mac OS X. The Applications menu displays an approximation of the contents of the Windows Start menu, giving you one-click access to My Computer (Windows XP) or Computer (Windows Vista or Windows 7), the Control Panel, the Run command, and so on. All your Windows applications appear in the All Programs submenu (although some might have slightly different names from those that appear in Windows), and recently used applications appear in the main menu. To search in Windows, type a search term in the field at the top of the menu. If you have more than one Windows virtual machine, you can select which one the menu applies to at any given moment by choosing the virtual machine’s name from the pop-up menu in the upper-left of the Applications menu. After a moment or two, the program list updates to reflect what’s installed in that particular copy of Windows. 56 In addition to the commands on the Start menu, the Applications menu contains submenus that give you access to Fusion’s Virtual Machine and View menus, plus Start Up, Suspend/Resume, Restart, and Shut Down commands (depending on the state of the virtual machine). One thing you can’t do in the Applications menu is right-click on a program or command, as you may need to do, for example, to view or change an application’s properties. To do so, make sure Windows is running and either switch temporarily to Single Window or Full Screen view, or (in Unity view) display the Windows taskbar. Also be aware that changes you make in your Windows Start menu may not be reflected automatically in the Applications menu. 57 Make Windows Invisible Are you the type of person who needs to run Windows applications but never wants to see Windows itself? If you would prefer for Windows to completely disappear into the background and yet be available at all times to run programs you download or display Web sites that work only in Internet Explorer, you can do several things to make the integration with Mac OS X as tight as possible: • Switch to Unity View, as described previously. When you quit Fusion, always suspend Windows (rather than shutting it down). When you resume running Windows, Fusion restores it to the last view you used. • Activate folder sharing and turn on all mirrored folders (see Sharing Settings). • Whenever an alert appears (for example, to confirm that you want to suspend or shut down Windows) with a Never Show This Dialog Again checkbox, check it! • Configure Application Sharing to use Mac defaults for URLs (see Default Application Preferences). • Add Fusion to your Login Items so it launches automatically when you turn on your Mac or log in: Control-click (right-click) the VMware Fusion icon in the Dock and choose Options> Open at Login (Snow Leopard) or Open at Login (Leopard). • Set a Windows virtual machine to open automatically when you run Fusion (see The Virtual Machine Library). Alternatively, add a particular virtual machine (from your ~/Documents/Virtual Machines folder) to the Login Items list in the Accounts pane of System Preferences, in lieu of Fusion itself (as described in the previous bullet item). • To use Spotlight as a Windows application launcher, follow the steps in Spotlight and Windows Applications (p. 62). MOVE DATA BETWEEN HOST AND GUEST Just as you can copy and paste information between Mac OS X applications, or between Windows applications, you can also copy and paste from one operating system to another in either direction. Fusion 2 58 supported copy and paste only for text, but Fusion 3 lets you copy and paste graphics as well. (Some other kinds of data, such as sounds and entire files, do not transfer via copy and paste between host and guest operating systems.) You can also drag and drop text and entire files (but not graphical data from within a document window) between host and guest in either direction. Tip: For more ways to share files and other data between host and guest, see Sharing Settings. WORK WITH MULTIPLE DISPLAYS If you have more than one display connected to your Mac, Fusion enables Windows to use any or all of them (up to ten). Multiple display support lets you run Windows applications that require more than one screen, or spread out if you need more screen space. In Single Window view, you can move the window freely to any display, and in Unity view, you can move any of your windows to any display. 1D: If you enabled 3D graphics acceleration, note that this feature applies only to your primary display. If you switch to Full Screen view on a Mac with multiple displays, Windows normally fills the window of just the current display. To extend your Windows Desktop to fill all displays, choose View > Use All Displays in Full Screen; to return to running Windows full-screen on just one display, choose View > Use Single Display in Full Screen. All or one: Although Windows can run full-screen on any one display or on all your displays, you can’t pick and choose. For example, if you have four displays connected to your Mac, you can’t spread your Windows Desktop across just two of them. To configure multiple displays in Windows, open the Windows Control Panel, go to Displays, and click the Settings tab (Figure 11). Drag the icons representing your displays to reflect their physical positions, and optionally change the resolution and bit depth of each one. 59 Figure 11: If you use more than one monitor in Full Screen view, configure their arrangement in the Settings tab of Display Properties (the Windows XP version is shown here). CONNECT AND DISCONNECT DEVICES As I mentioned in USB Device Settings, with only a few exceptions (such as your keyboard and mouse), every USB hardware device built into, or attached to, your Mac can be used only by a single operating system at any given time. (The same goes for optical drives—see CD & DVD Settings.) If you plug in a USB camera, for example, you can either make it available to applications running in Mac OS X (in which case 60 it’s invisible to Windows) or make it available to your Windows applications (in which case Mac OS X doesn’t see it). Most of the time, Fusion’s default settings mean that the right thing happens without your having to do anything. In general, if a device was already connected when you started Windows, it remains under the control of Mac OS X, whereas if you plug in a device while Windows is in the foreground, Fusion assumes you want Windows to take over the device. And that is usually the safe assumption. However, in some cases you may want to override the default behavior. For example, if you want Windows to use your built-in iSight camera (which, behind the scenes, is a USB device), you must explicitly tell it to do so. Or, if you plugged in a USB hard drive that Windows took over but you want to make it available to Mac OS X instead, you must again take manual action via a menu or icon: • Menu: Use the commands at the bottom of the Virtual Machine menu (for example, Virtual Machine > CD/DVD > Disconnect CD/ DVD or Virtual Machine > USB > Connect Apple Built-in iSight). • Icon: Use the icons that appear in the bottom right corner of the virtual machine window (Figure 12). The number and types of icons that appear here will vary depending on your hardware. Figure 12: A row of icons similar to this one at the bottom of the Fusion window lets you connect and disconnect devices. Most of these icons are self-explanatory, but if you’re unsure what anything means, hover over the icon with your mouse pointer for a moment, and a pop-up tooltip tells you what device it refers to. To connect or disconnect a device using these icons, click the icon and choose the appropriate “Connect” or “Disconnect” command from the pop-up menu. When you connect a device, Windows acts as though you just physically plugged it in—which means that it may attempt to find and install a driver for the device if it isn’t already installed. When you disconnect a device, Windows acts as though you physically unplugged it. 61 Spotlight and Windows Applications Some people like to use Spotlight as an application launcher— that is, click the icon at the right of the menu bar, type in a few letters of an application’s name, select it with the arrow keys, and press Return to launch it. That works fine with Mac applications, but not with Windows applications—Spotlight can’t normally see them, even when you’re using Unity view. Fusion 3’s Applications menu can give you nearly the same capability, but if you prefer to stick with Spotlight, you can work around this limitation with the following trick that lets all your Windows applications show up in a Spotlight search: 1. In the Finder, navigate to ~/Documents/Virtual Machines (or to wherever you stored your virtual machines). 2. Control-click (right-click) the name of a Windows virtual machine and choose Show Package Contents. A new window appears. 3. Tell Spotlight to index all your Windows applications, or only the ones you expect to launch with Spotlight; working from the window you just opened: • To index all applications, hold down the Command and Option keys and drag the Applications folder to your Mac’s Applications folder (/Applications), or to a subfolder inside the Applications folder. • To index only some applications, open the Applications folder. You should see icons representing all your Windows applications. Select one or more of these. Then, hold down the Command and Option keys and drag the selected icon(s) to your Mac’s Applications folder (/Applications), or to a subfolder inside the Applications folder. (Note that if you choose this second approach, Spotlight won’t automatically pick up new applications you install in Windows. After installing Windows software, repeat this procedure to add the new application’s alias to your Mac’s Applications folder.) You’ve now created aliases to your Windows applications that Spotlight can see, and it treats these as real applications for the purpose of launching them. 62 Configure Virtual Machine Settings Each virtual machine that you create in Fusion can have a wide variety of settings, affecting such features as file sharing with Mac OS X, use of system resources, and hardware configurations. In addition, Fusion has some global preferences that affect how all virtual machines behave. I cover these settings in the next several pages. SETTINGS OVERVIEW To adjust settings for a virtual machine, select it in the Virtual Machine Library and click the Settings button or choose Virtual Machine > Settings. The Settings window (Figure 13) appears. If your virtual machine is running or suspended, this window shows a thumbnail on the left. Click a category to change its settings. Figure 13: The Settings window. Click a category to configure its settings for the selected virtual machine. 63 Keeping you in suspense: Although you can change many settings while your virtual machine is running or suspended, you must power off your virtual machine before you can change any of the following settings: Processors & RAM, Display, Hard Disks, Sound, USB Devices (except for connecting or disconnecting individual devices), and Other Devices. Also, some Network settings can’t be changed while a virtual machine is running. If you visit a pane of the Settings window with options that can’t be changed in your virtual machine’s current state, you’ll see an alert to that effect at the top of the window. SHARING SETTINGS Fusion offers two convenient ways to share files between a Windows virtual machine and Mac OS X. You can share one or more folders from Mac OS X so they appear in Windows. You can also mirror any or all of four key Windows folders with their Mac OS X counterparts. Warning! Sharing files may increase your risk of problems from Windows malware; see Can Windows Malware Affect My Mac?, p. 103, for more information. You configure these settings in the Sharing pane of the Settings window (Figure 14, next page). Start by making sure Share Folders on Your Mac is checked, and then you can share individual folders (covered below) or Mirror Folders. If you’re not sure whether you want to share individual folders, use mirrored folders, or both, I suggest starting with activating the four mirrored folders and then manually adding any other individual folders you discover you need as you use Fusion. My instructions ahead begin with the steps for sharing individual folders, since those controls appear first in the Sharing pane. Tip: Besides the methods I describe here, Fusion offers another way to get at your Windows data from within Mac OS X when Windows isn’t even running—but it’s awkward for day-to-day use. For details, see Mount Virtual Disks in the Finder, in Appendix B. Share Individual Folders When you share a folder from your Mac, it shows up in Windows Explorer. You can open any of the files in it using Windows 64 applications, and (depending on your preferences) modify and delete them from within Windows too. That way, you need not copy a file from one operating system to the other to work on it; just leave it in a designated folder on your Mac and both operating systems can see it equally. Share alike: Besides folders, you can use this procedure to share any volume that’s mounted on your Mac, including your iDisk, external FireWire or USB drives, and network volumes. To share a folder (after checking Share Folders on Your Mac): 1. Click the button (Figure 14). 2. Navigate to the folder you want to share and click Add. Figure 14: In this window, you can configure settings for sharing files between your virtual machine and Mac OS X. 3. Make sure the On box beside it in the list is checked, as it should be by default. (You can enable or disable a shared folder whenever you want without removing it from the list.) 65 4. To enable Windows to make changes to files in the folder, make sure Read & Write appears in the Permissions column, as it should by default; if not, choose it from the pop-up menu. For read-only access, choose Read Only from this menu. 5. In Windows, to see folders you’ve shared this way, double-click the VMware Shared Folders shortcut on the Desktop. Or, choose Start > My Computer (XP) or Computer (Vista or Windows 7) and doubleclick Shared Folders under Network Drives (XP) or Network Locations (Vista or Windows 7). To remove a shared folder completely, select it and click . Map a Shared Folder to a Drive Letter To map shared folders to Windows drive letters (like E:), which can save you a click or two when navigating, follow these steps: 1. Click the Start menu, right-click My Computer (XP) or Computer (Vista or Windows 7), and choose Map Network Drive from the pop-up menu. 2. Pick a letter from the Drive pop-up menu. 3. Click the Browse button next to the Folder field. Navigate to the shared folder you want to map: • In XP, look under My Network Places > Entire Network > VMware Shared Folders > vmware-host > Shared Folders. • In Vista or Windows 7, look under Network > vmware-host > Shared Folders. 4. Select the folder and click OK. 5. To have the folder automatically map to the selected drive letter when you start Windows, check Reconnect at Logon. 6. Click Finish. Mirror Folders Several standard folders in Windows, where common user-created files such as documents and music are stored by default, have analogous folders in Mac OS X. So instead of having two folders for a certain kind of data (one each in the host and guest operating systems), Fusion lets you mirror these folders from your Mac onto your Windows setup. 66 What this means is that the existing Windows folder will be hidden (though not deleted), and a special shortcut will be created so that when you go to, for example, My Documents in Windows, what you see is, in fact, the contents of your Documents folder in Mac OS X. With all four mirroring options selected, most of the files you create in Windows will automatically be saved in their default locations on your Mac, so that you can access them even when Fusion isn’t running. This also makes backups more convenient (see Store Personal Data on Your Mac Disk). To mirror a folder, make sure Share Folders on Your Mac is checked in the Sharing pane of the Settings window, and then check the box beside each folder you want to mirror. (After making changes here, you’ll be prompted to log off from Windows and log back on.) Your options (of which you can select any or all) are: • Desktop: Your Mac user account’s Desktop folder (~/Desktop) is used as the Desktop folder in Windows (normally located at C:\Documents and Settings\your-name\Desktop in XP, or at C:\Users\your-name\Desktop in Vista or Windows 7). • Documents: Your Mac user account’s Documents folder (~/Documents) is used as the My Documents folder in Windows (normally located at C:\Documents and Settings\your-name\My Documents in XP, or at C:\Users\your-name\Documents in Vista or Windows 7). • Music: Your Mac user account’s Music folder (~/Music), which by default contains your iTunes Library, is used as the My Music folder in Windows (normally located at C:\Documents and Settings\yourname\My Documents\My Music in XP, or at C:\Users\yourname\Music in Vista or Windows 7). • Pictures: Your Mac user account’s Pictures folder (~/Pictures), which by default contains your iPhoto Library, is used as the My Pictures folder in Windows (normally located at C:\Documents and Settings\your-name\My Documents\My Pictures in XP, or at C:\Users\your-name\Pictures in Vista or Windows 7). 67 APPLICATIONS SETTINGS The Applications category in Fusion’s Preferences window governs the behavior of two distinct features: the system-wide Applications menu and the settings for how files from one operating system can open in an application from the other. Applications Menu Settings The Applications menu (see Use the Applications Menu) gives you access to the contents of your Windows Start menu, along with a number of important Fusion commands, from anywhere in Mac OS X— regardless of whether Fusion is running. To adjust how this menu works, select a virtual machine, choose Virtual Machine > Settings, click Applications, and then click Applications Menu (Figure 15). Figure 15: Change a few aspects of the Applications menu’s behavior in this view. 68 Applications Menu Visibility Your first choice is whether, or when, the Applications menu should appear. Choose one of the following self-explanatory commands from the Show Applications Menu in Menu bar pop-up menu: Always, Never, or Only When Fusion Is Running. User-Defined Applications Although the Applications menu contains all your installed Windows applications in the All Programs submenu, by default, only recently used applications appear in the main part of the menu. If there’s another Windows application you want to put in the main menu to make it more easily accessible, follow these steps: 1. Click the button. 2. In the list of applications that appears, select the application you want to add. (Note that the names in this list may be slightly different from the names Windows normally uses.) 3. Click Add. 4. Repeat Steps 1–3 as necessary for additional applications. The newly added applications appear in a separate section at the top of the Applications menu. To remove an application from the list, select it and click . To remove all the recently used applications from the list, click Clear Recent Applications. Keyboard Shortcut Normally, you display the Applications menu by clicking its icon in the menu bar. You can also, optionally, activate it with a keystroke. To do so, check Applications Menu Keyboard Shortcut and choose the desired keystroke or key combination from the pop-up menu. (Be careful not to choose a shortcut that Mac OS X already uses for another purpose.) Default Applications Settings Suppose you have Microsoft Word installed in Windows, but don’t have the Mac version. Wouldn’t it be nice if double-clicking any Word document in Mac OS X would automatically open it in the Windows version of Word? Or, perhaps you have the Mac version of Acrobat Pro, but not the Windows version. Wouldn’t it be nice if any PDF you downloaded in Windows automatically opened in Acrobat Pro for Mac? 69 These scenarios are, of course, two sides of the same coin—in the first case, you’re sharing a Windows application with Mac OS X, and in the second case you’re sharing a Mac application with Windows. Fusion can give you either or both of these capabilities—though setting them up is less straightforward than it may first appear. Thanks for sharing: Note that application sharing (in either direction) works only for files in folders you’ve shared with Windows from Mac OS X (which can include mirrored folders). For instructions on setting this up, see Sharing Settings, just previously. Both types of application sharing are enabled by default. To change their settings, click Default Applications in the Applications preference pane (Figure 16). Figure 16: Determine how Windows files open in Mac applications, and vice versa, in this view. 70 Sharing Windows Applications To configure Mac OS X to open a given file type in Windows, first make sure Open Your Mac Files and Web Links Using Windows Applications is checked. Then, complete an additional procedure for each type of file you want to open. Note: The procedure that follows changes the default application for all files of a certain type, but you can also open an individual Mac file in a given Windows application without changing the setting for every such file. To do this, Control-click (right-click) the file and choose the Windows application you want to use from the Open With submenu of the contextual menu. To associate a given Mac file type with a Windows application, follow these steps: 1. Select a file in one of your shared Mac OS X folders and choose File > Get Info. 2. In the “Open With” section of the Get Info window, use the pop-up menu to choose the Windows application you want to use to open files of this type. (Windows applications appearing in this list include the name of the virtual machine, for example, “Paint—Windows XP (2.0).”) 3. Click Change All, and when the confirmation alert appears, click Continue. From now on, when you double-click a file with this extension in one of your shared Mac OS X folders, it opens in the designated Windows application in Fusion. Sharing Mac Applications If you want to be able to launch a Mac application when you doubleclick a file in Windows (or open it in some other fashion), you must first check Open Your Windows Files and Web Links Using Mac Applications. As with the process described just previously for sharing Windows applications, checking this box enables the underlying capability, but you must then go through an additional procedure with each type of file you want to open. 71 Note: The steps that follow changes the default application for all files of a certain type, but you can also open an individual Windows file in its default Mac application without changing the setting for each file. To do this, right-click the file and choose Open With > Choose File. Select Default Host Application and click OK. To associate a Windows file type with a Mac application, follow these steps: 1. In Windows, right-click a file in one of your shared Mac OS X folders and choose Properties. 2. Click the Change button next to “Opens With.” 3. In the list that appears (Figure 17), select Default Host Application. (If it isn’t visible, click the arrow to the right of Other Programs to display it.) Click OK; then click OK again. Figure 17: Choose Default Host Application here to associate a Windows file type with the default Mac application. (This is the Vista version; the XP and Windows 7 versions look a bit different.) 72 Depending on the file type, the file’s icon (as well as the icons for all other files with the same extension) may change to indicate that the file is “owned” by Fusion. From now on, when you double-click a file from one of your Mac’s shared folders with this extension in Windows, it opens in the default Mac application for that file type. Unfortunately, the default Mac application is your only choice—you can’t freely choose to open the files in any compatible Mac application. So, if Preview is your default Mac application for opening PDF files, you can’t have PDF files from Windows open automatically in Acrobat Pro instead. There’s currently no way around this limitation, but if you want to change the default Mac application for a given file type (which will then apply to both Mac and Windows), follow these steps: 1. In Mac OS X, select a file of the type you want to change and choose File > Get Info. 2. In the “Open With” section of the Get Info window, use the pop-up menu to choose the application you want to use to open files of this type. (If the application doesn’t appear on the list, scroll down to Other at the bottom and navigate to select the application.) 3. Click Change All, and when the confirmation alert appears, click Continue. Note: To determine which Mac application opens when you click URLs of various kinds in Windows, click the Configure button in the Default Applications view of the Applications preference pane, which takes you to the Default Applications pane of Fusion’s preferences window (see Default Application Preferences, later in this section). Despite this button’s position here, default settings for URLs are global rather than specific to a virtual machine. PROCESSOR & RAM SETTINGS The Processors & RAM pane (Figure 18) lets you configure how many virtual processors the virtual machine can use, and how much RAM it can access. Your virtual machine must be powered off before you can change these settings. 73 Figure 18: Configure processor usage and RAM availability here. Processors Most Intel-based Macs use CPU chips with two or more cores, which is essentially a way of saying they have two or more processors on a chip. In addition, a Mac may have two or more multi-core processors. For example, my MacBook Pro has a single dual-core processor, whereas a high-end Mac Pro has two quad-core processors, for a total of eight cores. (To check how many processors or cores your Mac has, or how much RAM, open /Applications/Utilities/System Profiler and look in Hardware Overview.) In the Processors portion of this window, you can set how many virtual processors this virtual machine will use. Fusion lets you assign up to four virtual cores to any given virtual machine (provided that the guest operating system supports them)— that is to say, the guest operating system will perceive the presence of up to four cores, regardless of how many physical cores your Mac has. Although you can in theory assign more virtual cores than you have physical cores, this won’t improve performance, and VMware recommends against it. You may find this feature somewhat confusing, so allow me to elaborate. Let’s say your Mac has two cores. If you tell a virtual machine to use only one processor, then the processing power available to that virtual machine is equivalent to one of your Mac’s cores—but that 74 doesn’t necessarily mean only one physical core will ever be used for that virtual machine. At any given time, Mac OS X could decide to (for example) assign 75 percent of the virtual machine’s processing to one core and 25 percent to the other. The point is, the virtual machine sees only one virtual processor, and gets only one core’s worth of power. If you assign two processors to a virtual machine, it can use up to two cores’ worth of processing power, which may or may not map to two physical cores if you have more than that in your Mac. If you assign more virtual cores than have physical counterparts, the power available to each virtual core decreases proportionally. (So, again: that’s a bad idea—you should always assign fewer virtual cores than you have physical cores.) So what’s the point of changing this setting? Well, by giving Windows access to more than one virtual processor, you enable symmetric multiprocessing, or SMP, in which the software running in the virtual machine (rather than Fusion) can determine how work is divided between processors or cores. Some Windows programs require multiple processors, and others simply run more efficiently with more than one. Making two or more virtual processors available can increase the performance of certain programs. Unfortunately, enabling multiple processors also has a downside, which is that it significantly reduces the CPU power available for the host operating system. In addition, it can cause problems with applications that rely on precise timing between host and guest, such as audio processing tools, which can get out of sync. The likelihood of performance and syncing problems is greatest when the number of virtual processors you’ve assigned to actively running virtual machines is greater than the number of physical cores in your Mac, and it decreases as the ratio of physical cores to virtual processors increases. Air on the low side: Oh, one other downside: If you have a MacBook Air, setting a virtual machine to use two processors will almost certainly trigger your computer’s aggressive power management system to shut down one of its cores, producing exactly the opposite of the effect you want! Always leave this set to 1 Virtual Processor on a MacBook Air. 75 The bottom line? I suggest leaving this set to 1 Virtual Processor if your Mac has only two cores. If it has four or more cores, try setting it to 2 Virtual Processors (or more, if you’re running an operating system that supports them) and see how much it affects the performance of the virtual machine (positively) and your Mac (negatively). If you’re unhappy with the tradeoff, simply reduce the number of processors. RAM Unlike most Mac OS X programs, which dynamically adjust the amount of RAM they use, Fusion allocates a fixed amount of RAM to each virtual machine. For example, Fusion sets a default of 512 MB of RAM for Windows XP, and 1 GB (1,024 MB) of RAM for Vista or Windows 7. You can change the amount of RAM the current virtual machine uses by moving the slider, entering a new number, or using the Up and Down arrows. Although Windows XP can theoretically run in as little as 128 MB and Vista in as little as 256 MB, having so little RAM available makes them quite slow. Up to a point, giving the guest operating system more RAM increases its performance markedly. The tradeoff is that the more RAM you allocate to Windows, the less is available for Mac OS X and Mac applications. By speeding up Windows, you can slow down your Mac. I suggest sticking with the default settings unless you notice significant performance problems. If Windows is running too slowly, give it a bit more RAM, and if Mac OS X is running too slowly, give Windows a bit less. If your Mac can hold more RAM than you currently have installed, you might also consider adding more—it never hurts, and it often helps. 76 DISPLAY SETTINGS On the Display pane of the Settings window (Figure 19), you can toggle a single option: whether Fusion uses accelerated 3D graphics. Figure 19: Turn on support for DirectX 9.0 in this settings pane. If Fusion uses accelerated 3D graphics, then many DirectX 9.0 and OpenGL applications can run in Windows—plus Vista and Windows 7 can use their slick Aero interface. (Graphics-intensive applications, especially games, may not run without accelerated 3D graphics.) To activate this feature, check the box. Even with this box checked, not all software that relies on DirectX or OpenGL will work properly when running in a Windows virtual machine. To see if a program is likely to work, see VMware’s DirectX Compatibility List for Fusion at http://communities.vmware.com/ docs/DOC-1287 (but note that it may take some time for the list to be updated to fully reflect Fusion 3’s increased compatibility). Why might you uncheck this box? Turning on accelerated 3D graphics increases the amount of RAM Fusion uses for the guest by 128 MB, thus making that much less available to Mac OS X. The additional RAM also slightly increases the time required to make snapshots, suspend, or resume Windows. So if you’re extremely short on RAM (or time), you might want to turn this feature off. 77 PRINTER SETTINGS Fusion 3 includes a snazzy feature VMware calls “driverless printing.” It’s a mechanism whereby Fusion channels communication between Windows applications and your printers through your existing Mac OS X printer drivers. (In contrast, the way most virtualization programs work is to require appropriate Windows drivers to be installed for each of your printers—an extra hassle that often complicates printing.) To turn on this feature, check the Enabled box in the Printers pane of the Settings window (Figure 20). Figure 20: Set up driverless printing for your virtual machines in this pane. When Enabled is checked, any printer you have configured in the Print & Fax pane of Mac OS X’s System Preferences application is automatically available in Windows, too (appearing in the Windows Printers and Faxes window). That even goes for shared network printers! If you have a special application that requires Windows to communicate directly with a printer (perhaps one for which no Mac driver exists), you may need to uncheck this box to get it to work correctly. But for almost everyone, this setting should be enabled. With driverless printing enabled, you can select either Match the Default Printer on the Mac (which sets your default printer in Windows to be the same as the default printer in Mac OS X) or Allow a Different Default Printer (which does exactly what it sounds like). 78 AUTOPROTECT SETTINGS Fusion lets you take snapshots of your current Windows configuration so that, in the event of system problems (such as a virus infection or damage caused by installing new software) you can easily revert to an earlier state. (I discuss this later, in Save and Restore Your Windows State with Snapshots.) AutoProtect automates the Snapshots feature by automatically saving snapshots at the interval you specify. You configure this feature in the AutoProtect pane of the Settings window (Figure 21). Figure 21: AutoProtect settings, configured here, let Fusion take snapshots of your Windows installation on an automatic schedule. To turn on these automatic snapshots, check the Enable AutoProtect box. Then choose a frequency (30 Minutes, 1 Hour, or 1 Day) from the pop-up menu and enter the maximum number of snapshots you want AutoProtect to store. Keep in mind that snapshots require considerable disk space (the exact amount depends on many variables, including the size of your virtual 79 disk and the amount of RAM your virtual machine uses). So you should limit the number of snapshots you store to avoid running out of space. Somewhat like Time Machine, AutoProtect intelligently purges older snapshots, rather than simply keeping the last ten (or however many you’ve asked for). As the window shows, it keeps snapshots from a variety of time periods (for example, daily, weekly, and monthly snapshots—the selection depends on how often you take snapshots and the maximum number of snapshots you set) so that you have several options to restore Windows to an older state if necessary. Regardless of your settings, AutoProtect does not automatically delete any snapshots you create manually. ADVANCED SETTINGS New in Fusion 3 is the Advanced pane of the Settings window, which contains a number of miscellaneous options, not all of which are, in fact, terribly advanced. It’s divided into two views, the first of which is Startup Device (Figure 22). Figure 22: Determine which volume this virtual machine will start from next time in this view. 80 Much like Mac OS X’s Startup Disk preference pane, this view lets you decide which volume—such as a virtual disk or a physical DVD—the current virtual machine will use to start up next time. (The options in this list may vary with your configuration.) To change the startup device, click the icon of your choice. Then, if you want to restart immediately, click Restart. This new setting can be very useful if you need to restart a virtual machine from another volume (for example, to repair your main virtual disk), because otherwise the only way to do so is to press one or more function keys at exactly the right time(s) during the startup process— a twitchy and frustrating procedure I’ve performed too many times. The Other view of Advanced settings (Figure 23) contains a potpourri of other preferences, nearly all of which most people can safely ignore. Figure 23: Configure the most random miscellaneous settings here. But, for the record, here’s what you could change in this view if you were so inclined: • Pass Power Status to VM: This checkbox replaces one previously in its own Battery preference pane. When it’s checked, Fusion 81 informs your virtual machine of your portable Mac’s battery level. (Obviously, this setting applies only if your Mac can run on a battery.) One benefit to turning this on is that Windows will be able to tell you when your battery is running low—that could be useful especially if you’re running in full-screen mode. Another is that you can configure the Windows Power Options control panel to use power conservations features when you’re running on battery. If you find that you’re getting extra, intrusive battery warnings in Windows, you can disable the feature by unchecking the box. • Preferred Virtualization Engine: Fusion can use any of several different virtualization techniques, some of which are best suited to a certain operating system or CPU type. If you know a lot about virtualization and think you can make a better choice of engine than Fusion’s default Automatic setting, choose a different engine from this pop-up menu. (Fusion’s Help pages have some additional information on what the various choices mean.) But if you have to ask what this is all about, trust me: you don’t need to know. • Hard Disk Buffering: Buffering trades a bit of your Mac’s RAM for slightly improved disk performance. As with the virtualization engine, the best choice is Automatic, which lets Fusion decide when buffering is appropriate. (This setting replaces the choice to optimize for virtual disk performance or Mac OS X application performance found in Fusion 2.) • Remote Display Over VNC: If you want to make your virtual machine visible to other computers (separate from your Mac host) using VNC screen sharing, check Remote Display Over VNC, optionally enter a password, and change the port if 5900 is unsuitable for any reason. (If you also use Mac OS X’s built-in screen sharing, for example, you should switch the port to a different number, such as 5901.) NETWORK SETTINGS Fusion offers three networking modes, which affect how (if at all) Windows can communicate with other computers, both locally and over the Internet. You determine which mode the selected virtual machine uses in the Network pane of the Settings window (Figure 24). The 82 Connected box should be checked, indicating that the virtual network adapter is available to Windows. Figure 24: Use this pane to determine how your virtual machine communicates over the network. The following networking options are available: • Share the Mac’s Network Connection (NAT): NAT (Network Address Translation), or shared networking, is the default setting; it lets Windows access the Internet without itself being visible to other computers on a network. Windows uses a special, private IP address that’s provided by Fusion. • Connect Directly to the Physical Network (Bridged): In this mode, the virtual machine appears as a separate computer on the network. This means that Windows will have its own IP address, separate from that of your Mac. Bridged Ethernet mode provides somewhat faster network performance than shared networking, but it doesn’t work in all cases. If your network has a router or AirPort base station that uses DHCP to distribute IP addresses (as most do), and other computers on your network need to access your Windows virtual machine (for file sharing, say), this is the best choice. New in Fusion 3 is the option to choose which network 83 interface to use in Bridged mode, via the Using pop-up menu. In most cases, the default choice of Autodetect is best. • Create a Private Network Available Only to the Mac (Host Only): In this mode, Fusion simulates a network within your computer, meaning that Windows can use networking services to communicate with the Mac it’s running on but does not have network access to the outside world. For most users, the default choice of NAT is best. It provides good security and is usually completely transparent in operation. Bridged Ethernet is the mode most likely to expose your Windows installation to outside attack—a significant concern these days, unfortunately. In addition, if you’re using a virtual private network (VPN) or logging in to a commercial wireless network while on the road, bridged Ethernet may not play nicely with the host network. Host-only networking completely isolates Windows from outside networks but, in so doing, prevents Windows programs (such as Web browsers and email clients) from accessing the Internet. Fusion lets any virtual machine have up to ten virtual network adapters, each with its own network settings. You can add a network adapter by clicking the button (as long as your virtual machine is powered off). For ordinary users, the likelihood of needing more than one network adapter is close to zero, so you can generally ignore this feature. Finally, Fusion 3 adds another obscure option. Click the triangle next to Advanced Options to display a MAC Address field and a Generate button. To specify which MAC (media access control) address Fusion’s virtual network card claims to have, type the address into the field. (This can be useful in cases where a router or base station offers access only to specific MAC addresses, or when a software license is tied to a computer by way of its MAC address. But be sure not to assign the host computer’s MAC address (or that of any other device on your network) to a virtual machine. To have Fusion create a new, unique MAC address, click Generate. HARD DISK SETTINGS Virtual machines usually store their data (including Windows) on a virtual disk—a file or set of files that Windows treats as a separate hard disk. (This rule has one exception: when you Use a Boot Camp 84 Partition in Fusion, no virtual disk is needed.) In addition to the main virtual disk for a given operating system, you can define secondary disks. To configure the size, format, and other characteristics of virtual disk(s), use the Hard Disks pane of the Settings window (Figure 25). Figure 25: Configure the size and format of the virtual disk(s) used by Windows in this pane of the Settings window. To modify or remove an existing disk, first power off the virtual machine if it’s running. Then select the disk and change the settings to your liking. Your options are as follows: • Bus Type: Generally speaking, leave this at its default setting (IDE or SCSI), as Fusion picks the best option for your computer. The virtual SCSI bus provides better performance, but it may not be compatible with certain system configurations. • Disk Size: Use the slider, or enter a number, to set the size of your virtual disk in gigabytes. Depending on how you set the next option (Pre-Allocate Disk Space), this figure may be the actual size of the file or the maximum size to which it can grow. Once you’ve written data to a virtual disk, you can increase—but not decrease—its size. 85 • Pre-Allocate Disk Space: If you check this, Fusion creates a disk image file that is exactly the size you specify. If this box is unchecked, Fusion instead creates a much smaller file, but uses a sparse image, which can grow as needed up to a maximum of the size you specified. Leaving this unchecked means your virtual disk takes up less space on your Mac’s hard disk—usually a very good thing (but see the sidebar Shrink a Virtual Disk, next page, to learn about extra maintenance you may need to perform). On the other hand, pre-allocating space can result in slightly better performance for your virtual machine. It also avoids excess fragmentation of your Mac’s disk, which can reduce your performance if your drive is close to being full, or if you heavily use audio or video applications that read and write data in large pieces. In most cases unchecked is the best setting, but remember that you can always change this later. • Split into 2 GB Files: When this box is checked, Fusion stores your virtual disk (whether or not it’s of the “expanding” variety) in a series of files, each no larger than 2 GB, rather than in a single monolithic file. The main reason you might want to do this is if you’re storing your virtual disk files on a drive or server that’s formatted as FAT32 or UFS, as these file systems limit the maximum size of a single file (4 GB for FAT32, 2 GB for UFS). Another benefit of splitting files is that when you shrink a disk (see Shrink a Virtual Disk, next page), you need less free space on your disk to perform the operation, and you might be slightly less vulnerable to file corruption. The default setting for this box is checked, and I don’t have a strong preference for one setting or the other. After making changes to the settings described above, click Apply. Most people need only a single virtual disk for each virtual machine. If for some reason you need another, you can add it (as long as the virtual machine is not running) by clicking the button. By default, all virtual disks are stored inside the virtual machine bundle itself (see the sidebar Look inside a Virtual Machine for details, p. 41). To remove a virtual disk, select it and click the button. But note that removing a virtual disk in this window doesn’t delete its file(s). To do that, open the virtual machine bundle manually and drag to the Trash the file(s) beginning with the name you selected for the virtual disk. 86 Shrink a Virtual Disk Because virtual disks behave differently from real disks, making any sort of change—even deleting files—can increase the size of automatically expanding disk images. Fusion lets you recover this extra, unused space, and you might want to do so from time to time (say, every couple of months) to keep the files small. You can’t shrink a disk that has snapshots (see Save and Restore Your Windows State with Snapshots), so if you’ve created snapshots—manually or using AutoProtect—you must delete them first (as I describe below). This means that you lose the ability to go back to earlier states of your disk, and that your next backup may take longer than usual (see Understand the Backup Challenges). To shrink a virtual disk, follow these steps: 1. (Optional, but recommended for best performance) In Windows, defragment your hard disk: a. Choose Start > (My) Computer, right-click your hard disk, and choose Properties. b. Click the Tools tab, and then click Defragment Now. c. In Windows XP, click Defragment. In Vista or Windows 7, click Continue; then click Defragment Now, select your drive, and click OK. 2. Shut down (don’t merely suspend) Windows by choosing Virtual Machine > Shut Down. 3. If you have any snapshots, or aren’t sure if you do: a. Choose Virtual Machine > Snapshots > Snapshots, and at the bottom of the window, uncheck Only Show My Snapshots. b. Select a snapshot (“Current State” is not a snapshot), click Delete Snapshot, and click Delete to confirm. Once the snapshot goes away, repeat this step for all remaining snapshots. 4. Double-click the VMware Tools icon in the system tray or choose Start > Control Panel and double-click VMware Tools. 5. Click the Shrink tab. 6. Click Prepare to Shrink, and then click Yes to confirm. When asked “Do you want to shrink your disk(s) now?” click Yes again. Fusion may take several minutes to compact your virtual disk. 87 CD & DVD SETTINGS In the CDs & DVDs pane of the Settings window (Figure 26), you configure how Fusion’s virtual CD/DVD drive behaves. As long as Connected is checked (which it normally should be), Windows will see an optical drive of some sort. The remaining controls in this pane specify exactly what that means. Figure 26: In this pane, specify how Fusion’s virtual optical drive behaves in Windows. You can select any of the following options: • Automatically Detect Physical CD/DVD Drive: This is the default option, which is normally what you want. It means Windows will take over communication with your Mac’s optical drive unless you tell it otherwise. Ordinarily, this will be a built-in SuperDrive or Combo Drive, though if your Mac has more than one optical drive (or only an external drive), Fusion chooses which one Windows uses. • Specify Physical CD/DVD Drive: In cases where you have two or more optical drives connected—or if, for any reason, Windows does not automatically recognize your built-in SuperDrive—select this radio button and choose a drive from the pop-up menu. You might 88 use this option, for example, to force Fusion to use an external FireWire DVD writer even though your Mac also has an internal SuperDrive. • Use Disk Image: If you have a disk image in ISO format (a standard common in the Windows and Unix worlds; extension .iso), Windows can connect to it as though it were a physical CD-ROM. (In fact, that’s what happens behind the scenes when you install VMware Tools—the installer is on a special ISO disk image that’s stored inside the VMware Fusion application.) To manually specify that such a disk image be used as a CD/DVD in Windows, select Use Disk Image, navigate to the file, and click Open. If necessary, you can create one or two additional virtual CD/DVD drives, each with its own settings. For example, you might do this if you have two optical drives attached to your Mac and want to use them both in Windows at the same time. To add a drive, click the button and fill in all the settings as just described; to remove a drive, select it and click the button. SOUND SETTINGS Fusion supplies a virtual sound card, which lets sounds from Windows pass through your Mac’s default audio output (such as its built-in speakers or headphones), and also lets sound travel from your Mac’s default audio input (such as a built-in or external microphone) to Windows. You can enable or disable this sound adapter by checking, or unchecking, the box in the Sound pane of the Settings window (Figure 27)—though in practice, most users should never need to disable it. 89 Figure 27: When this box is checked, Windows routes audio through your Mac OS X sound input and output devices. To change the audio devices currently used for input or output on your Mac, open the Sound pane of System Preferences—clicking the Open System Preferences button is a shortcut to get there. USB DEVICE SETTINGS Fusion enables Windows to use almost any USB device you may have connected to your Mac. In a few cases (including your keyboard and mouse), Fusion automatically handles passing their data through to Windows. In general, though, only one operating system—the host or a single guest—can use a particular USB device at a time. You configure the way these devices work in a virtual machine using the USB Devices pane of the Settings window (Figure 28). Note: Some devices built into a Mac, such as an iSight camera, use USB behind the scenes. To get them to work properly in Fusion, you may need to install Apple’s drivers; read Install Boot Camp Drivers for details. 90 Figure 28: Configure the way USB devices interact with Windows in this pane of the Settings window. You have two main options, both of which are enabled by default, and both of which should most likely stay enabled: • Enable USB 2.0 Support: When checked, your virtual machine supports version 2.0 of the USB standard. When unchecked, only the older, slower USB 1.1 standard is supported. Since USB 2.0 is backward-compatible with version 1.1, it’s unlikely you’d ever have a reason to uncheck this box. • Automatically Connect USB Devices: When this box is checked, as long as Windows has focus (that is, it’s running and Windows itself, or a Windows application, is the frontmost window), plugging in a USB device connects that device to Windows, bypassing Mac OS X. For example, if you plug in a USB flash drive, it appears in Windows Explorer but not in the Finder. (This does not affect USB devices that were already connected when Windows started.) Ordinarily, this is probably what you want—though you can always manually connect or disconnect USB devices as you work, regardless of this setting (see Connect and Disconnect Devices). If you find that, 91 more often than not, you have to disconnect USB devices that you didn’t want Windows to use, uncheck this box. In addition, when your virtual machine is running, the Connect USB Devices portion of the window lists all the USB devices attached to your Mac (which may include built-in devices that use USB behind the scenes, such as an iSight camera). To connect any listed device to the virtual machine so that it appears in Windows, check its box; to disconnect it, uncheck its box. This does the same thing as connecting or disconnecting devices in the main Fusion window (as described in Connect and Disconnect Devices). SETTINGS FOR OTHER DEVICES In the Other Devices pane of the Settings window (Figure 29), you can configure other virtual devices Windows may need: a floppy drive, serial port, or parallel port. Figure 29: Configure virtual floppy drives, serial ports, and parallel ports in this pane. 92 The vast majority of users will never need any of these devices. Even so, let me give you just a quick overview of what they do and how to use them. Floppy Drive On occasion you may encounter a Windows program that assumes your computer has a floppy drive. Fusion can give you the next best thing: a virtual floppy drive that uses a disk image, rather than a physical disk, to store data. To create a virtual floppy drive (of which you can have up to two), follow these steps: 1. Make sure Windows is powered off. If you already have a floppy image file (provided by VMware or another company, or one you created yourself), skip ahead to Step 6. Otherwise, continue with Steps 2–5 to create your own. 2. Open Disk Utility (in /Applications/Utilities). 3. In Disk Utility, choose File > New > Blank Disk Image. 4. Enter a name for the disk image file itself in the Save As field and a name for the volume (as it’ll appear when mounted) in the Name field, and choose a location. Leave all the other settings at their defaults, except the following: • Format: Choose MS-DOS (FAT). • Size: This can be anything you want, but for authenticity, choose Custom and enter 1.44 MB. (Do this after changing the Volume Format.) • Partitions: Choose No Partition Map. 5. Click Create. 6. In the Finder, select the file you just created and choose File > Get Info. In the Name & Extension section, change .dmg to .flp (and agree to an alert confirming that’s what you want to do, if it appears). 93 7. In Fusion, click the button at the bottom of the Other Devices settings pane and choose Add Floppy from the pop-up menu. Navigate to your floppy image file and click Open. The floppy disk will be available when you run Windows. To disconnect it later, uncheck Connected. To make it read-only, check Read Only. And to remove it completely, click . Serial and Parallel Ports Since your Mac doesn’t have a physical serial or parallel port, Fusion provides virtual ports you can use for the rare Windows application that needs one. If you’ve enabled printer sharing (see Printer Settings, earlier), one serial port will show in the Other Devices settings pane. Fusion tricks Windows into thinking you have a printer attached to this virtual serial port, and then directs any output sent there to your Mac printer. You can add another serial or parallel port, but those you add can’t do anything so spiffy—your only option is to save the output from these ports to a file on your Mac. To add a new serial or parallel port: 1. Make sure Windows is powered off. 2. Click the button at the bottom of the window, and choose Add Serial Port or Add Parallel Port from the pop-up menu. 3. Enter a name for the file that will contain the output of the virtual port, select a location, and click Save. Your new port will be available when you launch Windows, and Fusion will direct its output to your selected file. To disconnect the port later, select it in the list and uncheck Connected; to change the file used to store its output, choose Choose from the pop-up menu and repeat Step 3. To remove the port altogether, select it and click . FUSION PREFERENCES All the settings covered so far in this section apply to individual virtual machines. In addition, Fusion has a number of preferences that apply globally. To modify these, choose Fusion > Preferences to display the 94 Preferences window. Then, click a button in the toolbar at the top of the window to modify that category of preferences. General Preferences The settings on the General pane of Fusion’s preferences window (Figure 30) affect a variety of miscellaneous features. Figure 30: Configure general preferences for Fusion in this pane. Your options are as follows: • When Closing a Virtual Machine: When you close a running virtual machine (by quitting Fusion, by clicking the Close button in the virtual machine window, or by choosing File > Close), you can have Fusion take any of two actions: ◊ Suspend the Virtual Machine (saving its state so you can restore it later) ◊ Power Off the Virtual Machine (meaning you’ll have to reboot the guest operating system from scratch next time you run it) I find that suspending a virtual machine saves considerable time, so I recommend selecting the first option. Uncheck Confirm Before Closing to avoid the alert that confirms you truly do want to suspend a virtual machine. 95 Note: Regardless of what you set as the default, you can always manually suspend or shut down a virtual machine. • Diagnostics: If you check the Enable Debugging Checks box, Fusion stores detailed logs and activates debugging features. Use this only if instructed to do so by VMware technical support because it can also decrease Fusion’s performance. • Gaming: Some Windows applications (primarily games) expect a mouse to report relative changes of position, while others expect it to report absolute positions. If a game expects one type of mouse data and Fusion sends it the other, the pointer may fly around uncontrollably or become stuck. This pop-up menu lets you address that problem. The default setting, Auto-detect Mouse for Games, attempts to detect when a problematic application is running and modifies the mouse behavior appropriately; in so doing, Fusion prevents the pointer from moving outside the virtual machine window. To prevent this sort of locking (for example, if Fusion refuses to “let go” of the pointer even when you’re not running a game), choose Never Optimize Mouse for Games. To force Fusion to adjust the mouse behavior if you’re running a game or other application (such as AutoCAD) that has the mouse data problem but isn’t recognized automatically, choose Always Optimize Mouse for Games. • Updates: When this box is checked (which I recommend), Fusion checks to see if there’s a newer version available each time you launch it. Unlike earlier versions of Fusion, Fusion 3 can update itself without requiring you to mess with Web browsers, downloaded disk images, or other complications. Just follow the prompts to install any available updates. To check for updates manually at any time (whether or not this box is checked), choose VMware Fusion > Check for Updates. Keyboard & Mouse Preferences In the Keyboard & Mouse pane of Fusion’s preferences (Figure 31), you can adjust many aspects of the way Fusion interacts with your keyboard and mouse. 96 Figure 31: Configure the way Fusion uses your keyboard and mouse in this preference pane. The settings are divided into four categories; click a category name to change its preferences. Key Mappings I describe how to change the keyboard shortcuts for common key combinations to Windows in Configure Keyboard Shortcuts (p. 47). Mouse Shortcuts To learn how to reconfigure your mouse buttons in the Mouse Shortcuts view, skip back to Remap Mouse Buttons (p. 45). 97 Mac OS Shortcuts Mac OS X uses a number of system-wide keyboard shortcuts that involve switching between windows, applications, or views. For example, you press Command-Tab to switch applications (much like Alt-Tab in Windows), F8 to activate Spaces, F9–F11 for Exposé, and F12 for Dashboard. However, any of these key combinations might also mean something in Windows. So when you’re running Windows and you press one of them, what happens—the Mac thing or the Windows thing? That’s what you determine in this view: ◊ If Enable Mac OS Keyboard Shortcuts is checked (as it is by default), the standard Mac keystrokes do the standard Mac thing when your virtual machine is in Single Window or Full Screen view. (The Mac keystrokes are always used in Unity view, regardless of this setting.) ◊ If this box is unchecked, the Mac keyboard shortcuts do nothing when Fusion is the foreground application, and instead, those keystrokes are sent through to Windows. Tip: To see the Mac keystrokes that this setting affects, open System Preferences, go to the Keyboard (Snow Leopard) or Keyboard & Mouse (Leopard) pane, and click Keyboard Shortcuts. Most (not quite all) of the system-wide Mac shortcuts are listed there. If you want to have your cake and eat it too—keep your Mac keystrokes but not lose Windows shortcuts—see Configure Keyboard Shortcuts (p. 47) for one way to change what keys do what in Windows. Fusion Shortcuts Fusion itself uses a number of keyboard shortcuts, such as CommandControl-U to enter Unity view and Command-Q to quit. You can’t change these shortcuts, but you can disable them if they cause any confusion. To do so, go to the Fusion Shortcuts view. Uncheck the On box to disable a command, or check it to re-enable the command. Profiles You can save all your keyboard and mouse settings together in a profile and switch between profiles by choosing one from the Keyboard & Mouse Profile pop-up menu at the top of the window. If you find yourself having to change certain settings frequently, using a profile can save you several steps. You can also assign each virtual machine its own 98 profile—useful, for example, if you want to use one set of keystrokes in Windows XP but a different one in Windows 7. To make changes to your profiles, choose Edit from the pop-up menu. In the dialog that appears, use the controls at the top to add, remove, duplicate, or rename profiles. To tie a profile to a virtual machine, select the profile name from the pop-up menu beside the virtual machine’s name in the list at the bottom of the dialog. Then click Done. Default Application Preferences The Default Application pane of Fusion’s preferences (Figure 32) has a potentially misleading name. It’s not about setting default applications for opening documents (like specifying TextEdit or WordPad to open .rtf files)—for that, read Default Applications Settings (p. 69). Instead, this pane lets you set which application opens when you try to open URLs with various schemes. For example, if you’re in an email program and you click a URL like http://www.tidbits.com/, which Web browser opens it? Figure 32: In this pane, specify which application opens URLs of various kinds. Initially, this window shows just two options: Open Mail (for mailto URLs) and Open Web Pages (for http and https URLs). To set a default application for either of these, check the box next to it and choose the application’s name from the pop-up menu. (Applications from virtual machines show the name of the guest operating system in the menu.) If the box is unchecked, each operating system (host and guest) uses its default application for opening URLs of that type. 99 Super Important Clarification The default applications you choose here are universal—they apply both to Mac OS X and to all guest operating systems. Think carefully about the implications of that. For example: • If you choose a Windows Web browser as your default, clicking a link in an email message in Apple Mail will open the page in Windows—meaning, if it’s not already running, you might have to wait for Windows to boot first. • If you choose a Mac Web browser as your default and click a link in Microsoft Outlook running under Windows to download a file, your Mac Web browser will open (potentially saving the file to a spot where Windows can’t access it). • If you have two or more guest operating systems, they must share a default. So, you can’t set Web URLs to open in one browser under Windows XP but a different one under Vista. Unfortunately, you can’t say something like, “Open a certain URL type in Application X when I’m running this virtual machine, but use the default setting for Operating System Y when I’m running that virtual machine.” More often than not, settings I’ve made in this pane have yielded unexpected (and undesired) results. So my advice is to leave everything here unchecked unless you’re sure you always want a specific application, in a specific operating system, to open when you click links of a certain sort. To set defaults for other URL types, click the button in the lower left corner of the window and choose Remote Sessions (telnet, ssh), Newsgroups (news), File Transfers (ftp, sftp), or RSS Feeds (feed). Then choose the application for the URL type you just added. To remove default settings for a URL type, click the button next to it. 100 Protect Your Virtual Machine As a Mac user, you’ve probably never lost any sleep over viruses, Trojan horses, worms, spyware, adware, and all the other nasty stuff known collectively as malware (that is, malicious software). Such programs are few and far between on Mac OS X, but they’re a gigantic problem on Windows. Now that you’re running Windows, you have to worry about malware too, especially since a program could conceivably cause damage not only to your Windows partition (or virtual disk) but also to your Mac files. You can learn more about malware in Wikipedia: http://en.wikipedia.org/wiki/Malware. One way to protect Windows is to check your security settings and make sure anti-malware software is installed. Fusion offers another layer of protection, too, in the form of snapshots that can restore Windows to an earlier state (for example, before virus damage occurred). In addition, you should have a plan for backing up your Windows software and documents. In some situations, your existing Mac backup system may do the trick, but you should know about some hidden pitfalls and how to work around them—you may want to choose a different backup method altogether. KEEP WINDOWS SAFE FROM MALWARE Preventing attacks by malware (and repairing the damage they’ve caused) is a large and complex subject that could easily fill several large books. In this section, I want to outline just the basics, acquainting you with some of the most important steps you should take to protect your computer and a few good tools to help you. Apply Windows Updates In addition to major updates like service packs, Microsoft releases numerous smaller updates that fix bugs, plug security holes, and make Windows more resistant to malware. You should install these as soon as possible after installing Windows (and configure Windows to download and install new updates automatically as they appear). By default, Windows downloads new updates at 3:00 A.M., and that’s a great time 101 for it (assuming your Mac is on, and Windows is running) because these updates can be rather time-consuming! If you didn’t turn on Automatic Updates when you installed Windows, if you’re not sure whether it’s enabled, or if you want to change its settings, choose Start > Control Panel; then do one the following, depending on the operating system: • Windows XP: If the window says “Pick a category,” click the Switch to Classic View link. Then double-click the Automatic Updates icon. In the control panel that appears (Figure 33), make any desired settings and click OK. Figure 33: The Automatic Updates control panel lets you change the frequency and time of checking for new Windows updates. • Windows Vista: In Category View, click the Check for Updates link, or, in Classic View, double-click Windows Update. Then click the Change Settings link on the left, select Install Updates Automatically (Recommended), and click OK. 102 • Windows 7: If you’re in Category view, choose either Large Icons or Small Icons from the View By pop-up menu, and click Windows Update. Then click the Change Settings link on the left, select Install Updates Automatically (Recommended), and click OK. Can Windows Malware Affect My Mac? Suppose your Windows installation, running in Fusion, were infiltrated by a virus, Trojan horse, or other malware. Needless to say, it could cause all kinds of damage, up to and including deleting all your Windows software and data. But Windows itself is contained on a virtual disk that’s just a single file as far as Mac OS X is concerned, and Windows, operating as it is in a virtual machine, is kept separate from Mac OS X. So the question is, could damage from Windows malware ever extend beyond the confines of Windows to affect the other files on your Mac? If you’ve turned on folder sharing or mirroring, then the answer is yes: Windows malware could certainly see, and modify, any of the files in your shared or mirrored folders. (And thus, if you chose to share your entire Mac hard disk, all your files could potentially be at risk.) At the moment, I’m unaware of any other scenario in which files outside your virtual disk could be damaged by Windows malware, but I wouldn’t bet against the possibility. The best way to mitigate this risk is to install Windows anti-virus software, as described next. But you might also consider restricting your shared folders to only those you absolutely need to get your work done, because the fewer files you expose to Windows, the smaller your risk. Install Anti-Virus Software Every Windows computer—and that includes your Mac, now that it’s running Windows—needs anti-virus software. Windows viruses are so numerous, virulent, and nasty that you’d be foolish not to avoid them if humanly possible. Fusion 3 includes a complimentary one-year subscription to McAfee VirusScan Plus, a well-regarded package that includes anti-virus, firewall (see Use a Firewall), and anti-spyware (see Remove and Block Spyware and Adware) features. 103 In my opinion, installing VirusScan Plus should be a no-brainer unless you already own another anti-virus program for which you have a special fondness (prominent examples include Norton AntiVirus, AVG Anti-Virus and avast! antivirus). VirusScan is highly capable and easy to install—and the price is right. To install VirusScan Plus, choose Virtual Machine > Install McAfee VirusScan Plus and follow the onscreen prompts. If the VirusScan Plus installer does not run by itself, make certain that the virtual CD/DVD drive isn’t in use. To do this, check the Virtual Machine > CD/DVD menu. If Disconnect CD/DVD is enabled, select it. Then choose Virtual Machine > Install McAfee VirusScan Plus again. The price of security: Any anti-virus software—and VirusScan Plus is no exception—can slow down your computer, especially when it’s doing scheduled scans of all your files. In some cases, it can also reduce the speed of network transfers. Although the extra overhead may be annoying, it’s much less annoying than a virus infection! Use a Firewall In computing terms, a firewall is a program that monitors all the network traffic to and from your computer and filters or blocks communication based on a set of rules. For example, a firewall may allow you to view Web pages and send email but prevent other computers from accessing your files, installing new software, or hijacking your computer to act as a spam-sending robot. A great deal of malware gets onto Windows computers because a potentially harmful avenue of network access was left open, so a firewall is an important first line of defense. McAfee VirusScan Plus includes a firewall, so if you installed that software (as recommended just previously) and turned on all the default settings, you’re in good shape. If not, Windows XP includes its own firewall, which is activated by default in Service Pack 2 or 3; Windows Vista and Windows 7 also include a firewall. These basic firewalls should be adequate for most home users—and they provide much better protection than nothing. 104 To confirm that your Windows Firewall is on, choose Start > Control Panel, and do one of the following, depending on the operating system: • Windows XP: Make sure you’re in Classic view (if not, click the Switch to Classic View link) and then double-click the Windows Firewall icon. Make sure On is selected (Figure 34). Figure 34: “On” is the only right setting for the built-in Windows Firewall, unless you’ve installed a more advanced firewall utility as a replacement. • Windows Vista: Make sure you’re in Classic view (if not, click the Classic View link) and then double-click the Windows Firewall icon. If you see a message that says “Windows Firewall Is Off,” click the Change Settings link; then select On and click OK. • Windows 7: If you’re in Category view, choose either Large Icons or Small Icons from the View By pop-up menu, and click Windows Firewall. If you see the word “Off” next to “Windows Firewall State” in either of the “Home or work (private) networks” or “Public 105 networks” categories, click the Turn Windows Firewall On or Off link; then select Turn on Windows Firewall (in both places it appears) and click OK. If you need more-advanced firewall features but don’t want to install VirusScan Plus, consider using another third-party firewall, such as one of these: • ZoneAlarm or ZoneAlarm Pro http://www.zonelabs.com/ (ZoneAlarm, free; Pro version, $39.95) • Sunbelt Personal Firewall http://www.sunbelt-software.com/Kerio.cfm ($19.95 for a one-year subscription) • Lavasoft Personal Firewall http://www.lavasoft.com/products/lavasoft_personal_firewall.php ($29.95 for a one-year license) Remove and Block Spyware and Adware Technically a different category of software from viruses (and their cousins, Trojan horses and worms), spyware (or adware) runs in the background and monitors what you do, including which Web sites you visit. Usually this is for the purpose of displaying targeted ads (even when you don’t have a Web browser open), though more devious and malign uses are also possible—such as stealing your passwords and other sensitive data. McAfee VirusScan Plus (you did install it, right?) includes a competent spyware blocker. Other popular anti-spyware/adware includes: • Ad-Aware http://www.lavasoft.com/ (personal version, free; Plus version, $26.95 for a one-year license; Pro version, $39.95 for a one-year license) • Microsoft Windows Defender http://www.microsoft.com/downloads/details.aspx?FamilyID=435b fce7-da2b-4a6a-afa4-f7f14e605a0d&DisplayLang=en (free; included with Windows 7) 106 URLs not working? In Snow Leopard’s Preview, longer URL links may appear to be broken. To avoid this Preview bug, try clicking the last character in the URL. • Spybot Search & Destroy http://www.safer-networking.org/ (donationware) • Spyware Detector http://spywaredetector.com/ ($29.95 for a one-year license) • Webroot Spy Sweeper http://www.webroot.com/consumer/products/spysweeper/ ($29.95 for a one-year subscription) SAVE AND RESTORE YOUR WINDOWS STATE WITH SNAPSHOTS Fusion’s Snapshots feature lets you turn back the clock, restoring Windows to its exact state at some time in the past—every file and setting as it was, every application still running, every window in the same position. This makes snapshots more powerful (not to mention much faster and easier to use) than the System Restore feature built into Windows. Warning! When you restore a snapshot, any changes you’ve made since making that snapshot will be lost forever. To prevent unwanted data loss, you can take a new snapshot before restoring an old one. Why would you want to do this? Perhaps you’ve installed buggy software and Windows refuses to work properly. Maybe you have a virus or other malware that you can’t get rid of. Or maybe you’re testing a new application and want to be able to quickly and repeatedly get Windows back to a specific, known good state. In cases like these, snapshots let you rewind Windows to an earlier point and start again. Fusion 3 lets you store as many snapshots as you need (assuming you have enough disk space). You can go back to any snapshot at any time without losing more-recent snapshots. 107 Snapshots use a nontrivial amount of disk space; the exact amount depends on the size of your virtual disk and the amount of RAM assigned to your virtual machine. So although you should manually take a snapshot after initially installing Windows and before making any major system changes, avoid taking snapshots indiscriminately unless you have loads of empty disk space. Back to backup: Although snapshots do, in a limited sense, back up your Windows installation, they’re no substitute for conventional backups. In Back Up Your Virtual Machine, a few pages ahead, I go into detail about the special challenges of backing up Fusion virtual machines. Take a Snapshot To take a snapshot, choose Virtual Machine > Snapshots > Take Snapshot (Command-Shift-S), or (if running in Single Window view) click the Take Snapshot button in the toolbar. Optionally enter a name, description, or both (or just accept the defaults), and then click Take Snapshot. The process of saving your virtual machine’s state normally takes a few seconds or so; you can then continue using Windows normally. In addition to manual snapshots, Fusion can take snapshots automatically every half hour, hour, or day. To learn about configuring these automatic snapshots, read AutoProtect Settings, earlier. Restore a Snapshot To restore your virtual machine to an earlier state, follow these steps: 1. Choose Virtual Machine > Snapshots > Rollback (Command-ShiftR), or (if running in Single Window view) click the Rollback button in the toolbar. The Snapshots window (Figure 35) appears, with the Rollback pane selected. 108 Figure 35: Choose a snapshot in this window to restore Windows to an earlier state. Snapshot or rollback? Because you can repeatedly go back to old snapshots and then save new ones that derived from different starting points, your list of snapshots may consist of several “branches.” With Rollback selected in the toolbar, Fusion shows you only the snapshots that are direct ancestors of your virtual machine’s current state—the current branch. But you can go back to any earlier state, even from another branch. To display all your snapshots, click Snapshots in the toolbar. 2. Select the snapshot you want to restore. 3. On the right, click Restore Snapshot. 4. Now: • If, before restoring this snapshot, you want to take a snapshot of your current state too, click Save, optionally enter a name and/or description, and click Take Snapshot. • Otherwise, click Don’t Save. 109 Fusion restores Windows to the state it was in when you took the snapshot. Tip: To revert to your most recent snapshot and discard your current Windows state without going through all these steps, just choose Virtual Machine > Snapshots > Revert to Snapshot and click Don’t Save. Manage Snapshots Over time, as you accumulate snapshots, you may realize you can do without some of them—so you can delete them to recover disk space. You can also add or edit notes, change the name of a snapshot, and prevent AutoProtect snapshots from being deleted. To make any of these changes, choose Virtual Machine > Snapshots > Snapshots. The Snapshots window (Figure 36) appears, with the Snapshots pane selected. Figure 36: Delete, rename, or otherwise modify existing snapshots in this view. By default, this view shows only the snapshots you’ve taken manually. To display AutoProtect snapshots too, uncheck Only Show My Snapshots. 110 After selecting a snapshot on the left, you can do the following with one of the controls on the right: • Rename a snapshot: Click anywhere in the snapshot name to edit the text. • Add or edit a note: Type in the note field. • Delete a snapshot: Click Delete Snapshot, and click Delete again to confirm. • Restore a snapshot: Click Restore Snapshot, and click either Save or Don’t Save (as described two pages previously under Restore a Snapshot). • Protect an AutoProtect snapshot from deletion: With Only Show My Snapshots unchecked, the Snapshots window displays your AutoProtect snapshots along with manual snapshots. Depending on your AutoProtect Settings, Fusion will keep only a limited number of AutoProtect snapshots, deleting older ones to maintain the quantity of snapshots for the various time periods shown in the AutoProtect Settings pane. To prevent this automatic deletion, Control-click (right-click) an AutoProtect snapshot and choose Keep Snapshot from the contextual menu. You can still delete the snapshot manually, but it won’t disappear on its own. BACK UP YOUR VIRTUAL MACHINE Backing up your virtual machine can range from trivially easy to painfully difficult, depending on a number of variables. Because backups are so important, I want to give you enough background to understand what the challenges are and what your options are for overcoming them. Tip: To learn much more about how to back up your Mac (including Windows virtual disks), read either of my books on the subject: Take Control of Mac OS X Backups or Take Control of Easy Backups in Leopard. 111 Understand the Backup Challenges Fusion stores Windows itself, and all your Windows data, in a file (or set of files) called a virtual disk. Your virtual disk(s), along with your virtual machine settings, snapshots, and numerous other supporting files, are contained in a bundle—a special folder that acts like a single file—which is stored by default in ~/Documents/Virtual Machines. (To learn more about these bundles, see Look inside a Virtual Machine; for more information about virtual disk formats, read Hard Disk Settings.) If you’re using any Mac backup software to back up your Windows installation, the virtual machine bundle is what you need to back up. Warning! Before running Mac backup software (of any sort), I strongly recommend suspending or shutting down your virtual machine. If your virtual disk changes while a backup is in progress, your backup will probably be unusable. If you create bootable duplicates of your entire Mac hard disk onto an external drive, the virtual machine files will automatically be included in your backups, and you need not change anything. (By the way, if you don’t already create bootable duplicates, now is a good time to start!) However, you may also perform another common type of backup, which I refer to as an additive incremental archive. (It goes by a variety of other names, too, including versioned backups.) In this type of backup, your backup software copies all your files to your backup media the first time it runs. Then, each time it runs afterward, it copies only those files that are new or modified since the last run—but it leaves any existing copies of your files on your backup media. That way, you have not just the most recent copy of your files, but multiple copies, so you can restore your data to the state in which it appeared at various points in the past. Apple’s Time Machine software, among many others, uses this approach. Here’s where it gets tricky with Fusion. Every time you run Windows, Fusion modifies your virtual disk file—which can easily be tens of gigabytes in size. Most backup software will notice that the file has changed, and dutifully copy the entire file again on its next run. This process will repeat every time your backup runs, assuming you’ve used Fusion in the meantime. So you could be copying multi-gigabyte files many times a day—bogging down your Mac, and rapidly filling up your backup media. 112 If you back up your Mac over a network, the problem is worse; not only will your own backups take longer, but you could slow down the network for everyone else too. Parts is parts: If your virtual disk is split into 2 GB segments (see Hard Disk Settings), Fusion marks every segment as changed when you run your virtual machine. So choosing this option (regardless of its other virtues) won’t necessarily help with backups. You can cope with (or at least mitigate) this potential problem in any of several ways. Depending on your needs and preferences, you may want to adopt one or more of the following approaches. Take Snapshots When you create a snapshot (see Save and Restore Your Windows State with Snapshots, earlier in this section), Fusion does something interesting: it stops modifying your existing virtual disk file(s) and creates one or more new files, which then contain all the changes you make to your virtual disk. When you take your next snapshot (either manually or with AutoProtect), Fusion stops modifying the files from the previous snapshot and creates another new file (or files) to hold the updated data. These new files, like your virtual disk itself, have the extension .vmdk and live inside the virtual machine bundle. Also like a virtual disk, they start out quite small and grow only as needed. They therefore serve two useful purposes: they let you return your entire virtual machine to an earlier state and they prevent your main virtual disk file(s) from changing—thus giving your backup software less to worry about. The moral of the story is that by creating even a single snapshot, you can lighten the load on your backup software and reduce the amount of storage space you need. If you use AutoProtect to create snapshots regularly, you’ll create more files to back up—but, surprisingly, this may actually decrease the total amount of storage space your backups occupy, because your backup software won’t also have to copy older, larger files to pick up recent changes. I should, however, mention one little catch. If you decide to shrink your virtual disk(s) to save space (see Shrink a Virtual Disk), you must first delete all your snapshots. When you do this, your original virtual disk file(s) will then change, so that even if you take another snapshot 113 immediately after shrinking your disk, your backup software will still most likely back up your entire virtual disk again on its next run. Use Sub-File Updating Not all backup software copies an entire file every time it changes. Some backup programs get much fancier: they look for only the portions of files that have changed since their last backup. Because hard disks store data in small segments called blocks, such backup software sometimes copies every block that contains changed data—a block-level backup—or, in some cases, only the specific bytes that have changed— a byte-level backup. (I use the term sub-file updating to refer to either variety.) So, if you back up a 10 GB file and then modify it, causing, say, 100 MB of that file to change, a backup program that offers sub-file updating copies only that 100 MB the next time it runs. Sub-file updates run more quickly, and require less storage space, than file-level backups. Most online backup services use sub-file updating to reduce bandwidth usage and storage costs, and some desktop backup programs have this capability as well. (I maintain a list of Mac backup software at http://www.takecontrolbooks.com/resources/0014/ basics.html; on the Versioning Features tab, look in the Sub-File Updates column to see which programs currently offer that feature.) If you back up your Mac using software with this feature, you’ll avoid having your Fusion virtual machines overwhelm your backup program and media. You can enhance backup performance even more by combining snapshots (as described above) with sub-file updates. Note: Some backup software (particularly software used by online backup services), even though it offers sub-file updating, can take a long time to examine each file looking for changes from the previous version. As a result, if the files are extremely large, it can bog down. So, that may be another argument for splitting virtual disk files into 2 GB segments: doing so can increase the performance of your backup software, even though the actual file data to be transferred is quite small. Store Personal Data on Your Mac Disk Unless you’re using Fusion to run Windows from your Boot Camp volume, there’s no getting around the fact that Windows itself (including any updates from Microsoft), and your Windows appli114 cations, will reside on your Windows virtual disk. Thus, any changes you make to Windows—and the mere fact of running it changes a few things—causes changes to your virtual disk file(s). However, all your personal data—your documents, music, and pretty much anything else you create or download—can, by way of shared folders, reside directly on your Mac hard disk, outside the virtual disk. (Flip back to Sharing Settings, p. 64, to learn how to share individual folders or mirror your main Desktop, Documents, Music, and Pictures folders.) That means you can back up all these files simply by using your normal Mac backup software (Time Machine or something else) without having to jump through any special hoops. It also means that although your virtual disk will still change, it won’t change as much, so using backup software that supports block-level updates will be that much faster and more efficient. If you’re not keeping any personal data on your virtual disk, your risk of data loss in Windows is dramatically decreased. The worst that could happen is that your Windows installation became so badly damaged that you had to reinstall Windows, and your Windows software, from scratch. That could be time-consuming, to be sure, but reinstalling software is a relatively minor inconvenience compared to reconstructing your data. Therefore, with your data stored on your Mac disk, you could opt to exclude your virtual machines from your Mac backup plan—trading the potential trouble of having to reinstall Windows for significant savings in time and storage space when performing backups. Most backup programs let you select specific files or folders to omit when backing up (in which case, select ~/Documents/Virtual Machines) or files with certain extensions (in which case, exclude the extensions .vmwarevm, .vmdk, .vmem, .vmsd, .vmss, .vmsn, .vmss, .vmxf, and .nvram). If you choose this approach, I suggest you back up your virtual machine(s) at least once and then exclude them from future backups. That way, if disaster strikes, you can at least restore an earlier version of your Windows setup and get back to work quickly—and then update your virtual machine with newer software updates or other modifications when you have the time. Alternatively, exclude your virtual machines from your regular backups, but create a separate backup routine—perhaps on different media—just 115 for your virtual machines. If you run this backup routine less often than your regular routine (say, once a week instead of once an hour), you’ll have the benefit of a full backup but minimize the amount of storage space used. Use Windows Backup Software So far, I’ve assumed that you’re running Mac OS X backup software. That’s because I feel strongly that you should back up your Mac, and as long as you’re at it, you might as well include your Windows installation. However, you can bypass many of the issues discussed in this section by taking an entirely different approach with your virtual machines: running Windows backup software. Get the boot: This is the best option when using Fusion to run a Boot Camp installation of Windows, because it’s the only one you can also use when booted directly into Windows. For example, you could install the Windows version of EMC Retrospect (http://www.retrospect.com/products/software/retroforwin/), hook up an external USB hard drive, and create a duplicate or archives of any or all of your Windows files directly to that disk, bypassing Mac OS X altogether. The big advantage of doing this is that you’ll need much less storage space, because you’re backing up individual Windows files, not complete virtual disks (which may contain a lot of unused space). You can also restore individual Windows files, if need be, rather than restoring your whole Windows installation en masse. The disadvantage is that you’ll have to buy, install, and maintain another backup program, and you’ll be able to back up Windows only when it’s running. If you do choose Windows backup software, be sure to exclude your virtual machines from your Mac backups, following the instructions on the previous page. 116 Move to Fusion from Another Environment Installing Windows takes some time, and once you’ve downloaded dozens of software updates, added your own programs, and customized everything to your liking, the prospect of rebuilding all of that from scratch is unpleasant at best. So if you’ve already invested that effort on a Windows setup in another environment—Boot Camp, Parallels Desktop, Virtual PC, or a stand-alone PC—Fusion provides an easy way to import your entire existing Windows installation. IMPORT A BOOT CAMP VOLUME If you already have Windows running in Boot Camp (whether or not you’ve used that installation of Windows in Fusion), you can convert it to run from a virtual disk instead. As I described in Decide Whether (or How) to Use Boot Camp with Fusion, doing this conversion not only lets Windows run side-by-side with Mac OS X, it also gives you access to more Fusion features (such as snapshots) and enables you to free up some of the disk space currently occupied by your Boot Camp partition. Space: the intermediate frontier: Ironically, although switching from Boot Camp to a virtual machine ultimately reduces your disk space requirements, you need extra space to start with. To follow these steps, you should have at least as much free space on your disk as the size of your Boot Camp volume. You’ll get much of that back after you deactivate Boot Camp. To convert a Boot Camp partition to a virtual machine, follow these steps: 1. In Fusion’s Library window, select your Boot Camp volume and click the Import button at the bottom of the window. Enter your administrator password when prompted. 2. Enter a name and choose a location (or simply accept the defaults), and click Save. 117 3. Wait. The import can take quite a while. When it’s finished, click Run Now to boot the virtual machine. 4. If you hadn’t previously done so (by running your Boot Camp installation of Windows in a virtual machine), install VMware Tools. Usually the installer runs automatically. If it doesn’t, choose Virtual Machine > Install VMware Tools. And if the installer still doesn’t run, choose Virtual Machine > CD/DVD > Disconnect CD/DVD, and then again choose Virtual Machine > Install VMware Tools. When the installation is finished, follow the prompts to reboot your virtual machine. 5. You will most likely be prompted to reactivate Windows when it restarts the first time. (VMware Tools should prevent recurring reactivation requests.) Follow the onscreen prompts to do so. At this point, you have two essentially identical copies of Windows— one installed on your Boot Camp partition and the other installed on a virtual disk. Once you’re satisfied that the imported copy is working correctly, you should deactivate Boot Camp and remove its Windows partition to recover all that disk space. To remove your Windows partition, follow these steps: 1. Optional, but recommended for safety: Back up the Mac OS X partition of your drive. A bootable duplicate on an external hard drive is your safest bet. 2. Launch Boot Camp Assistant (in /Applications/Utilities) and click through the introduction window. 3. In the Select Task window, select Create or Remove a Windows Partition and click Continue. 4. Read the warning that your Windows volume will be completely erased, and then: • If your Mac has just one hard disk, click Restore. • If your Mac has more than one hard disk, select the one on which you installed Windows, select Restore to a Single Mac OS Partition, and click Continue. Boot Camp Assistant prompts you for an administrator password and then removes the Windows partition. 118 5. Click Restart. Your Mac is now back to having a single, Mac OS X volume. IMPORT A VIRTUAL MACHINE FROM PARALLELS DESKTOP OR VIRTUAL PC Fusion can also import virtual machines from Parallels Desktop (versions 2.5, 3.0, or 4.0), Parallels Server 3.0, and Virtual PC for Mac version 7. In any case, the other virtual machine must be running one of the following guest operating systems: Windows 7, Windows Vista, Windows XP (with Service Pack 2 or higher), Windows 2000 (with Service Pack 4), or Windows Server 2003 or 2008. Fusion 3 makes the process easier than it was previously by automatically discovering eligible virtual machines and listing them in the Virtual Machine Library, and by automating a few steps that used to require manual intervention. To import your existing virtual machine: 1. Optional but recommended: With Windows running in Parallels or Virtual PC, uninstall the existing drivers for emulated hardware (in Parallels, it’s Parallels Tools; in Virtual PC, it’s Virtual Machine Additions). Consult the Parallels or Virtual PC documentation for specific instructions. 2. Make sure the Parallels or Virtual PC virtual machine is completely powered off (not merely suspended), and then quit the application. Virtually impossible: Virtual PC 7 for Mac runs only on PowerPC Macs, so obviously you couldn’t have been using it on the same computer you’re using to run Fusion. However, the file must still have been saved in the proper state. You can then share it or copy it over the network, or transfer it to your Intel-based Mac via sneakernet. 3. In Fusion’s Virtual Machine Library, select the virtual machine you want to import, which should be listed under Other Virtual Machines, and click the Import button at the bottom of the window. 4. Enter a name and choose a location (or simply accept the defaults) and click Save. 119 5. Wait for the import to complete. When it’s finished, click Start Up to boot the virtual machine. 6. Install VMware Tools. Usually the installer runs automatically. If it doesn’t, choose Virtual Machine > Install VMware Tools. And if the installer still doesn’t run, choose Virtual Machine > CD/DVD > Disconnect CD/DVD, and then again choose Virtual Machine > Install VMware Tools. When the installation is finished, follow the prompts to reboot your virtual machine. 7. You will most likely be prompted to reactivate Windows when it restarts the first time. Follow the onscreen prompts to do so. IMPORT A WINDOWS INSTALLATION FROM A PC If you already have a standalone PC with Windows installed, you can also migrate that entire copy of Windows to Fusion. (Well, technically you can do it; your Windows license may or may not permit you to do this—see Retail or OEM Licensing?—p. 24—for further discussion.) Although it was possible under Fusion 2 to import a copy of Windows from a physical PC, the process was cumbersome and time-consuming. Fusion 3 simplifies the procedure tremendously, although it still includes quite a few steps. The basic idea is that you begin by running a free program on your PC called PC Migration Agent. (This program is included on the Fusion installation disc, or, for people who downloaded Fusion, available on the Fusion download page.) PC Migration Agent displays a passcode on your PC, which you must then enter on your Mac in a Fusion component called Migration Assistant. Fusion then copies the necessary files from your PC over the network and sets up a new virtual machine for you. For complete instructions on migrating data from a PC to Fusion, consult the Fusion Help menu. 120 Appendix A: Create a Slipstream Installer Disc If you plan to install Windows just once and use it indefinitely, you can skip this appendix—the normal way of installing Windows, described earlier, will work just fine. However, if you expect to install Windows repeatedly in a virtual machine (say, for testing software under a variety of conditions), you can make your life easier by creating a customized Windows installation CD or DVD—or what’s commonly referred to as a slipstream disc. This disc can contain not only Windows itself, but service packs, software updates, drivers, preset options (such as your Product Key, user name, and password), and other user preferences. Once these pieces are integrated into your new slipstream disc, you can install a customized version of Windows very quickly, without waiting for downloads and updates to complete each time. Before we get to the instructions, I should mention that you can find dozens of different methods on the Web for creating slipstream installers. This is just one of many, but I like it because it’s easy, flexible, and fast, and it produced good results for me. PREPARE YOUR COMPUTER As always, you must assemble certain ingredients and configure your computer properly before proceeding. Follow these steps: 1. Run Windows in a Fusion virtual machine. 2. If your existing Windows installer disc does not already have the latest service pack (as of October 2009, that’s SP3 for Windows XP or SP1 for Vista—Windows 7 was only just released, so it doesn’t have any service packs yet), I strongly recommend obtaining it and integrating it into your slipstream installer. 121 To obtain a service pack: • You can download Windows XP Service Pack 3 from http://www.microsoft.com/downloads/details.aspx?FamilyID=5 b33b5a8-5e76-401f-be08-1e1555d4f3d4&DisplayLang=en. • Or, download Windows Vista Service Pack 1 from http://www.microsoft.com/downloads/details.aspx?FamilyId=B 0C7136D-5EBB-413B-89C9-CB3D06D12674&displaylang=en. 3. Copy the contents of your existing Windows CD or DVD to your hard disk: a. Still working in your Windows virtual environment, insert the Windows disc into your optical drive. A window will probably appear automatically; close it. b. Right-click on the Desktop, choose New > Folder, and enter a name for the folder (such as XP_Installation). c. Choose Start > My Computer (in XP) or Computer (in Vista). Right-click the icon for the Windows disc and choose Explore. d. Select all the files and folders on the disc and drag them into your XP_Installation folder. e. Leave the Windows disc in your drive for now; the installer you run in the next step may need to copy some files from it. 4. If you’re running Windows XP in the virtual machine and haven’t already done so (or aren’t sure), install the Microsoft .NET Framework. To do this: a. In any Windows Web browser, go to http://www.microsoft.com/ downloads/details.aspx?FamilyId=333325FD-AE52-4E35-B531508D977D32A6&displaylang=en and click the Download button. b. Click Save when asked what you want to do with the file, and select your Windows Desktop as the destination. c. When the download is complete, double-click the file called dotnetfx.exe on your Desktop; if a Security Warning dialog box appears, click Run. 122 d. Follow the prompts to install the .NET Framework. When installation is done, click Finish. 5. If you’re making a Windows XP slipstream disc, download the VMware SCSI Disk Drivers from http://www.vmware.com/ download/fusion/drivers_tools.html (scroll to the bottom of the page). Unzip the file and store it in a convenient place, such as your Windows Desktop. (This driver lets Windows use a virtual disk configured as a virtual SCSI drive in the event that the Easy Install method can’t be used.) 6. Make sure you have a blank recordable CD (for a Windows XP installer) or DVD (for a Windows Vista installer). Your computer is now ready for the slipstreaming process. RUN NLITE Although you can create a slipstream installer using nothing more than the Windows command prompt, a free helper application called nLite (for creating Windows XP slipstream discs) or its counterpart vLite (for creating Windows Vista or Windows 7 slipstream discs) makes the process easier. Follow these steps (all within Windows): 1. Download and install nLite or vLite: a. Download nLite from http://www.nliteos.com/download.html or vLite from http://www.vlite.net/download.html. b. Click Save when asked what you want to do with the file, and select your Windows Desktop as the destination. c. When the download is completed, double-click the nLite or vLite file on your Desktop (which may have a name like nLite-1.4.9.1.installer.exe); if a Security Warning dialog box appears, click Run. d. Follow the prompts to install nLite or vLite. (You can accept the default settings in the installer.) When the installation is done, make sure the Launch nLite or Launch vLite checkbox is selected and click Finish. 123 The application opens. In the remainder of these instructions, I describe nLite (Figure 37), which has been around much longer and is a more mature product. But the process of using vLite is similar, so if you’re going to be using vLite, read these instructions to get an idea of what to do, and then consult the vLite documentation if anything is unclear during use. Figure 37: The opening window of nLite, a slipstream helper application. 2. Click Next. 3. In the next window (Figure 38), click Browse. Select the XP_Installation folder on your Desktop and click OK. Click Next. 124 Figure 38: Click Browse and navigate to the folder into which you copied the contents of your Windows installation disc. 4. In the nLite Presets window that appears next, you needn’t do anything, so simply click Next. 5. In the Task Selection window (Figure 39), select the ways you want to modify the Windows installer. Regardless of what other options you select, be sure to select Bootable ISO. 125 Figure 39: For a basic slipstream installer, which adds only a service pack, select just the top and bottom options here. The other options give you more control over your Windows installation. Your options are: • Service Pack: Select this to integrate a service pack. As most users will want to do that, I assume you’ve selected this option in the steps that follow. • Hotfixes, Add-ons and Update Packs: Some Microsoft Windows updates are distributed as standalone installers. If you want to include any of them on your slipstream disc, select this button. • Drivers: To include drivers (in the form of .inf files, not installers) for third-party devices, select Drivers. If you’re creating a Windows XP slipstream disc, be sure to select this option in order to include VMware’s SCSI Disk Drivers, which you downloaded earlier. 126 • Components: Select Components if you want to remove standard Windows components from your installation. (I recommend this only for advanced users.) Easy does it: The Fusion Easy Install method may not work with all slipstream discs—particularly those from which you’ve removed standard Windows components. But if Easy Install doesn’t work with your slipstream disc, you can always use Standard Install. • Unattended: Select this button to enter your Product Key, user name, password, or any of numerous other pieces of information you may otherwise be required to supply manually during Windows installation. • Options: To override various default settings in the Windows installer, select this option. (Most users can safely ignore this.) • Tweaks: Select Tweaks to set any of numerous preferences for Windows, including Desktop appearance, Internet Explorer defaults, and Start Menu contents. After making your selections, click Next. For each button you selected, you’ll see a configuration screen that allows you to enter additional details. 6. Assuming you selected Service Pack, the next screen (Figure 40) lets you specify where to find it. Figure 40: Click Select to locate the CD or downloaded file containing the service pack. 127 Click Select and then: • If you downloaded the service pack, navigate to the file (with a name like XPSP3.exe) and select it. • If you have the service pack on a CD, click My Computer (or Computer). Right-click the CD/DVD icon and choose Eject to eject your Windows disc. Insert the service pack CD. When it appears in the window, double-click it and select the service pack installer icon. Then click Open. 7. nLite immediately begins creating the slipstream installer, integrating the service pack you selected. When the process (which can be quite lengthy) is finished, click OK. Then click Next. 8. Work your way through any remaining screens, specifying which other updates, drivers, and additional settings you want. (On the Drivers screen, for example, click Insert and navigate to the SCSI Disk Driver you downloaded earlier.) After each screen, click Next. After you click Next on the last screen (whichever one that is), you may see an alert that says “Do you want to start the process?” If so, click Yes. nLite integrates all the changes you’ve specified into the installer. 9. Your final task in nLite is to create a disk image for the installer, which you can later burn onto a CD or DVD. To do this, fill in a name for the disc (such as WinXP-SP3) or stick with the default (WinLite), and click Make ISO (Figure 41). Select a destination (the Desktop is a good idea), and click Save. When the image is complete, click Next and then Finish. 128 Figure 41: Enter a name for your disc image and click Make ISO. BURN A SLIPSTREAM CD OR DVD Finally, burn a CD or DVD from the disk image you just created. (You can fit a Windows XP installer on a CD, but because Windows Vista and Windows 7 are larger, they require a DVD.) Follow these steps: 1. Make sure the file is in a shared folder, so that you can access it from Mac OS X. 2. In Mac OS X, open Disk Utility (in /Applications/Utilities). 3. Choose Images > Burn. 4. Navigate to the disk image file, select it, and click Burn. 5. Insert a blank recordable CD or DVD, and click Burn. Disk Utility automatically ejects the disc when it’s ready; you can then quit Disk Utility. 129 Appendix B: Fusion for Propellerheads Fusion was designed to be easy for ordinary folks to use, without requiring any technical expertise. Because this book is geared toward a general audience, I’ve steered clear of the geekier features that would appeal mainly to system administrators, IT personnel, and those of a more technical bent who just like to fiddle. Nevertheless, if you are such a person, Fusion 3 contains a great many obscure but delightful capabilities you may want to explore. In this appendix, I discuss mounting virtual disks in the Finder (when Fusion isn’t running) and installing Mac OS X Server as a guest operating system. I also provide a brief overview of Fusion’s command-line tool, vmrun, which lets you perform (and even script) nearly any Fusion action without touching the graphical user interface. Finally, I talk about Virtual Appliances. Tip: To learn about many more of Fusion’s extra-geeky features, check out a Web page in the Fusion forum called “A Power User’s Guide to VMware Fusion,” written by Fusion developer Eric Tung (http://communities.vmware.com/docs/DOC-1201). MOUNT VIRTUAL DISKS IN THE FINDER In some situations, you may want to get at files on your Windows volume when Windows is not running. Sure, you could launch Fusion and then open your virtual machine, but that may take longer than you have—especially if you’re running numerous other programs on your Mac that are already maxing out its RAM and CPU. Once you’ve installed Fusion 3, you can use a shortcut that lets you mount your Windows virtual disk even if Fusion isn’t running. To pull off this trick, Fusion uses software called MacFUSE. MacFUSE is installed automatically along with Fusion under Leopard, but due to a bug in Snow Leopard, if you want this software you must either click the 130 Customize button in the Snow Leopard installer and explicitly select it, or else download and install MacFUSE separately. There are two other small catches, too: • Although MacFUSE in Snow Leopard supports reading and writing NTFS-formatted virtual disks, in Leopard, such disks are always read-only (unless you install extra third-party software to enable write support). • In either operating system, if the virtual machine whose disk you’re opening was not shut down, only suspended, the mounted disk will be read-only. (To make it writable, you’d have to launch Fusion and open the virtual machine to shut it down—in which case, you could simply access your files within Windows.) To mount a virtual disk in the Finder, follow these steps: 1. In the Finder, navigate to ~/Documents/Virtual Machines (or wherever you’ve stored your virtual machine). 2. Control-click (right-click) the virtual machine whose disk(s) you want to mount. From the contextual menu that appears, choose Open With > VMDKMounter. Your virtual disk mounts. (Or, if the virtual machine has multiple disks, they all mount.) Depending on your preferences, it may appear in the sidebar of Finder windows, on your Desktop, or both. You can then view or modify the files on it just as if it were a Mac disk. (Be careful not to change any files needed by Windows.) When you finish using your virtual disk, select its icon in the Finder sidebar or on your Desktop and choose File > Eject “Name of Disk” to unmount it. INSTALL MAC OS X SERVER AS A GUEST OPERATING SYSTEM Fusion lets you install Mac OS X Server (version 10.5 or higher) in a virtual machine and run it as a guest operating system, even if the host operating system is the standard version of Mac OS X. You must have a separate license for each copy of Mac OS X Server you install this way. Because of Apple’s licensing restrictions, Fusion does not let you install 131 non-server versions of Mac OS X—nor can you run a Mac OS X Server virtual machine using a VMware product other than Fusion. Installing Mac OS X Server in this way lets a system administrator run more than one distinct copy of the operating system on a single computer, move the system between computers as needed, and restart a server operating system without having to restart the hardware itself. What a drag: When Mac OS X Server is running as a guest, you’ll encounter two main limitations as compared to Windows: dragging and dropping files and folders between host and guest is not possible, and the virtual machine can use only a single display. To install Mac OS X Server in a Fusion virtual machine, follow these steps in Fusion: 1. Choose File > New. The New Virtual Machine Assistant appears. 2. Insert your Mac OS X Server Install Disc. The window changes to show the version of Mac OS X Server that will be installed. 3. Verify that the correct operating system and version are shown (or change them if not), and click Continue. 4. On the Finish screen, review the default settings (such as RAM and maximum disk size) shown in the Virtual Machine Summary. If you’re content with these settings, skip ahead to Step 5. If you want to make any modifications now, rather than changing the settings after the fact, continue with Steps a–d: a. Click Customize Settings. b. Enter a name and select a location for your virtual machine (or simply accept the defaults), and click Save. c. The Settings window appears; see Configure Virtual Machine Settings to learn about your options. When you’re finished, close the window. d. Double-click your new virtual machine in the Virtual Machine Library window. Skip Step 5. 132 5. Click Finish. Enter a name and select a location for your virtual machine (the defaults are usually best); then click Save. Your new virtual machine appears in the Virtual Machine Library and should start automatically. Don’t touch: When the virtual machine starts the first time, you’ll see white text on a black background listing various options involving pressing keys. However tempting it may be, do not press any keys at this point! In a few moments, the Mac OS X Server installer will run. 6. Follow the prompts to complete installation of Mac OS X Server. 7. When the virtual machine reboots, choose Virtual Machine > Install VMware Tools. A CD icon will appear on the guest’s Desktop. 8. Double-click the CD icon, and then, in the window that appears, double-click the Install VMware Tools icon. Follow the prompts to install VMware Tools. After VMware Tools is installed, the guest operating system restarts automatically. You can then begin using it. GET STARTED WITH VMRUN Fusion 3 includes a command-line utility called vmrun that lets you perform many actions in Fusion, as well as inside virtual machines, from Terminal (or your favorite terminal emulator). Because you can run Fusion from the command line, you can also automate it using shell scripting, perl, python, or any of numerous other languages, and you can both view and control many aspects of Fusion’s behavior remotely using ssh. Naturally, you can open, suspend, resume, and shut down virtual machines from the command line. But you can also perform other Fusion commands (such as taking and deleting snapshots, installing VMware Tools, and cloning virtual machines) as well as numerous activities inside the guest operating system itself (adding and removing shared folders, running and stopping programs, retrieving file lists, renaming and deleting files, and much more). 133 Because vmrun has so many capabilities, I can cover only a few basics here. To get the full list of vmrun commands and syntax, I recommend reading a PDF distributed by VMware called “Using vmrun to Control Virtual Machines.” You can download it at http://www.vmware.com/ beta/fusion/vmrunCommand.pdf. Set Up vmrun The first thing you should do is to open Terminal (in /Applications/ Utilities) and enter the following command, which lets you run vmrun without having to specify its full path: export PATH="$PATH:/Library/Application Support/VMware Fusion" Having done this, you can enter vmrun followed by Return at any time to see a list of supported arguments. vmrun Syntax The basic syntax for vmrun is: vmrun <flags> <command> <parameters> That is, vmrun followed by one or more flags and an optional command, which may require additional parameters. Flags Some of the most commonly used flags are: -T type (for Fusion, the type is always fusion) -gu guest user name (for operations in a guest operating system that require a user name) -gp guest password (for operations in a guest operating system that require a password) Commands and Parameters Among the dozens of commands available to vmrun, a few basics may be of particular interest: • start, stop, suspend: These three commands start (or resume), stop, and suspend a virtual machine, respectively. Include as a parameter the pathname of the virtual machine’s .vmx file. 134 • snapshot: Take a snapshot of the virtual machine. For parameters, include the pathname of the virtual machine’s .vmx file followed by the filename of the snapshot. • runProgramInGuest: Run an application in the guest OS. Minimum parameters are the pathname of the virtual machine’s .vmx file followed by the pathname (inside the virtual machine) of the program you want to run. • installtools: Install VMware Tools in the guest OS. Include as a parameter the pathname of the virtual machine’s .vmx file. Examples Let me show you just a few examples of how this all works in real life. Start a Virtual Machine To start one of the virtual machines on my Mac, I might issue this command in Terminal: vmrun -T fusion start ~/Documents/Virtual\ Machines.localized/ Windows\ XP.vmwarevm/Windows\ XP.vmx Notice two interesting things about this command: • The actual name of the folder containing your virtual machines is Virtual Machines.localized, and you must use that full name, even though the folder’s extension doesn’t appear in the Finder. Likewise, the bundle that contains your virtual machine ends in .vmwarevm, which may not appear in the Finder. • Spaces in the pathname are preceded by the backslash (\) character. Alternatively, I could have omitted the backslashes and enclosed the entire pathname in quotation marks, but in that case I could not use the tilde (~) and would instead have to spell out the full path: vmrun -T fusion start "/Users/jk/Documents/Virtual Machines.localized/Windows XP.vmwarevm/Windows XP.vmx" Tip: To avoid typing a long path, you can drag a file from the Finder into the Terminal window. Terminal inserts the full path, automatically adding a backslash before each space. 135 Take a Snapshot To take a snapshot of the virtual machine described in the last example, I’d use this command: vmrun -T fusion snapshot ~/Documents/Virtual\ Machines.localized/Windows\ XP.vmwarevm/Windows\ XP.vmx MySnapshot In this example, the snapshot gets the name MySnapshot. Run an Application To run iTunes in Windows XP, I might use the following command: vmrun -gu "Test User" -gp "Test Password" runProgramInGuest ~/Documents/Virtual\ Machines.localized/Windows\ XP. vmwarevm/Windows\ XP.vmx "C:\Program Files\iTunes\ iTunes.exe" Notice that I’ve included the flags for user name and password; these must be a user authorized to run the application in question. I’ve enclosed the argument for each flag in quotation marks, because each argument contains a space. Similarly, I’ve enclosed the entire pathname of the iTunes application in quotation marks because it contains a space and the backslash notation means something different in Windows than it does in Mac OS X. Of course, these basic examples don’t even scratch the surface of what vmrun can do. To learn more, consult the PDF guide—and experiment! USE VIRTUAL APPLIANCES In this book, I mainly describe installing standard, off-the-shelf operating systems in virtual machines. The assumption is that you’ll obtain the other software you need, install it yourself, and configure it to do whatever you need to do. That’s the ordinary way of doing things, but Fusion offers another approach, too. Let’s say you create a new virtual machine and install an operating system, using just the components and options you want. Then you install software to perform a specific task—serving databases, providing network security, indexing Web pages, or whatever. You customize everything thoroughly to create a lean, mean, highly optimized virtual 136 machine. And then…you give it away so that other people can get all those capabilities simply by dropping a file into the Fusion Virtual Machine Library—no installation or setup required! That’s the general idea behind Virtual Appliances. Appliances come in all shapes and sizes. As I write this, you can find more than 1,200 to choose from in more than a dozen categories. Many are free (built entirely from open-source software); some are commercial, and of those, some offer limited-time evaluation versions. Browse the available appliances at http://www.vmware.com/appliances/. (You can also get to that page by choosing VMware Fusion > Download Virtual Appliances.) After downloading a VMware Appliance (and, if necessary, decompressing the file), you should have a folder containing one or more files. One of those files (or the only one) will have the extension .vmx. Drag that file into Fusion’s Virtual Machine Library window. That’s it! No other installation is required. You can double-click that virtual machine to run it immediately. Ask questions first: The first time you run a virtual appliance, you may see a series of alerts asking you about the appliance’s location, reminding you to install VMware Tools, and so on. In general, you can accept the default choices in all these alerts. 137 About This Book Thank you for purchasing this Take Control book. We hope you find it both useful and enjoyable to read. We welcome your comments at tc-comments@tidbits.com. Keep reading in this section to learn more about the author, the Take Control series, and the publisher. ABOUT THE AUTHOR Joe Kissell is Senior Editor of TidBITS, a Web site and email newsletter about the Macintosh and the Internet, and the author of numerous print and electronic books about Macintosh software, including Take Control of Mac OS X Backups and Take Control of Upgrading to Snow Leopard. He is also a Senior Contributor to Macworld and was the winner of a 2009 Neal award for Best Howto Article. Joe has worked in the Mac software industry since the early 1990s, including positions managing software development for Nisus Software and Kensington Technology Group. In his increasingly imaginary spare time, Joe likes to travel, cook, and practice t’ai chi. He lives in Paris with his wife, Morgen Jahnke, and their cat, Zora. To contact Joe about this book, send him email at jwk@me.com and be sure to include the words Take Control of VMware Fusion 3 in the subject of your message. AUTHOR’S ACKNOWLEDGMENTS Special thanks to Pat Lee, David Liu, and Eric Tung at VMware, who answered numerous questions and provided valuable input in preparing this book. As always, I appreciate Tonya Engst’s fine editing work. Finally, thanks to Sandro Menzel for his careful technical review, and to Caroline Rose and Sharon Aker for editorial suggestions. 138 SHAMELESS PLUG Although I write about computers as my day job, I have a great many other interests, which I write about on several Web sites, including Interesting Thing of the Day (http://itotd.com/) and my personal blog. You can find links to all my sites, a complete list of my publications, and more personal details about me at JoeKissell.com (http://joekissell.com/). ABOUT THE PUBLISHER Publishers Adam and Tonya Engst have been creating Macintosh-related content since they started the online newsletter TidBITS, in 1990. In TidBITS, you can find the latest Macintosh news, plus read reviews, opinions, and more (http://www.tidbits.com/). Adam and Tonya are known in the Mac world as writers, editors, and speakers. They are also parents to Tristan, who thinks ebooks about clipper ships and castles would be cool. PRODUCTION CREDITS Take Control logo: Jeff Tolbert Cover design: Jon Hersh Tech Review: Sandro Menzel Editor: Tonya Engst Publisher: Adam Engst Assistants: Shelly Goldhar, Julie Kulik Special thanks to everyone at VMware who helped make this project possible, with a tip of the hat especially to David Liu, Eric Tung, Pat Lee, and Peter Kazanjy. 139 Copyright and Fine Print Take Control of VMware Fusion 3 ISBN: 978-1-61542-005-6 Copyright © 2009, Joe Kissell. All rights reserved. TidBITS Publishing Inc. 50 Hickory Road Ithaca, NY 14850 USA http://www.takecontrolbooks.com/ Take Control electronic books help readers regain a measure of control in an oftentimes out-of-control universe. Take Control ebooks also streamline the publication process so that information about quickly changing technical topics can be published while it’s still relevant and accurate. This electronic book doesn’t use copy protection because copy protection makes life harder for everyone. So we ask a favor of our readers. If you want to share your copy of this ebook with a friend, please do so as you would a physical book, meaning that if your friend uses it regularly, he or she should buy a copy. Your support makes it possible for future Take Control ebooks to hit the Internet long before you’d find the same information in a printed book. Plus, if you buy the ebook, you’re entitled to any free updates that become available. 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Also, because of the nature of this title, it uses terms that are trademarks or registered trademarks of Apple Inc.; to view a complete list of the trademarks and the registered trademarks of Apple Inc., you can visit http://www.apple.com/legal/trademark/appletmlist.html. All product names and services are used in an editorial fashion only, with no intention of infringement of the trademark. No such use, or the use of any trade name, is meant to convey endorsement or other affiliation with this title. This title has not been authorized, sponsored, or otherwise approved by Apple Inc. 140 50% Off Featured Titles! Now that you’ve seen this book, you know that Take Control books have an easy-to-read layout, clickable links if you read online, and real-world info that puts you in control. Save 50% on Your Next Take Control Ebook Order! Although this ebook is free (thanks to VMware!), most Take Control ebooks cost $10–$15. The series primarily covers Mac-related topics, including backups, AirPort networking, and how to get more from Snow Leopard. Whether this is your first Take Control ebook or you’re a regular customer, we’d like to invite you to save 50% on your next order—click here or use this coupon-embedded link to visit our catalog: http://www.takecontrolbooks.com/catalog-alpha. Add as many ebooks as you like to our cart and then confirm that this coupon code — CPN91026VMF — is applied on the first screen of the cart. If for whatever reason the code isn’t applied, be sure to enter it at the upper right of the first screen of the cart. Take Control of Mac OS X Backups (Joe Kissell): Devise a rock-solid backup strategy so you can restore quickly and completely, no matter what the catastrophe. $15 Take Control of Running Windows on a Mac (Joe Kissell): Joe’s moregeneral book offers additional details about Boot Camp and other methods of running Windows and Windows applications on a Mac. $10 Take Control of Your 802.11n AirPort Network (Glenn Fleishman): Make your AirPort network fly—get help with buying the best gear, set up, speed, reliability, security, and more. $15 Take Control of Upgrading to Snow Leopard (Joe Kissell): Friendly, expert steps help you to avoid trouble, understand what’s going on, and recover from any problems that might arise. $10 Take Control of Exploring & Customizing Snow Leopard (Matt Neuburg): Learn how to customize your Mac’s interface, navigate quickly around your disk, and use key features like a pro. $15 141 Take Control of Users & Accounts in Snow Leopard (Kirk McElhearn): Find straightforward explanations of how to create, manage, and work with—and among—user accounts. $10 Take Control of Sharing Files in Snow Leopard (Glenn Fleishman): Read friendly advice and steps for sharing files from your Mac, and get further ideas for using an Internet-hosted service. $10 Take Control of iPhone OS 3 (Ted Landau): This compendium of useful information about the iPhone and iPod touch helps you work more effectively, avoid problems, and fix any existing problems. $15 Take Control of Maintaining Your Mac (Joe Kissell): Find a commonsense approach to avoiding problems and ensuring that your Mac runs at peak performance. $10 Take Control of Troubleshooting Your Mac (Joe Kissell): Learn how to solve any Mac problem with Joe’s basic troubleshooting techniques and easy-to-follow approach to working through novel problems. $10 Take Control of Making Music with GarageBand ’09 (Jeff Tolbert): Combine your creativity with GarageBand’s editing and mixing techniques to compose tunes that please the ear! $10 Take Control of MobileMe (Joe Kissell): This ebook helps you make the most of the oodles of features provided by a $99-per-year MobileMe subscription. $10 Take Control of Passwords in Mac OS X (Joe Kissell): Create and manage strong passwords that keep your data safe without taxing your memory! $10 Take Control of Safari 4 (Sharon Zardetto): Make the most of Apple's Safari, a Mac Web browser with many hidden and under-appreciated talents! $10 Take Control of the Mac Command Line with Terminal (Joe Kissell): Learn the basics of the Unix command line that underlies Mac OS X, and get comfortable and confident when working in Terminal. $10 Take Control of Your Wi-Fi Security (Engst & Fleishman): Learn how to keep intruders out of your wireless network and protect your sensitive communications! $10 142
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