Ora

What is installation media?

Published in System Installation 5 mins read

Installation media refers to the source that provides the necessary files and tools to install an operating system or software onto a computer system. It functions as a comprehensive package, whether physical or digital, containing the bootloader, core operating system files (including the kernel), and essential software packages needed to set up a functional system.


What is Installation Media?

Installation media is fundamentally the package or location from which an operating system or application is installed. It's not always a physical disk; it can also be a network location or a simple URL pointing to the installation source, such as an unpacked ISO directory. The primary role of this media is to provide the initial boot environment and all required components (like packages and a bootloader, including the kernel and its associated vmlinuz file for Linux systems) to get a system up and running.

Its main purpose is to facilitate:

  • Operating System Installation: Performing a fresh installation of Windows, macOS, or a Linux distribution.
  • System Recovery: Restoring a damaged system to a previous state or repairing boot issues.
  • Software Deployment: Installing large software suites or applications across multiple machines.

Key Components of Installation Media

Regardless of its form, effective installation media must contain specific elements to perform its function:

  • Bootloader: This crucial program loads the operating system when the computer starts. Examples include GRUB for Linux or Windows Boot Manager.
  • Operating System Kernel/Image: The core part of the operating system that manages system resources. For Linux, this includes files like vmlinuz.
  • Essential Packages and Files: These are the foundational components, drivers, and libraries required for the operating system to function correctly.
  • Installer Program: A utility that guides the user through the installation process, partitioning disks, copying files, and configuring settings.

Types of Installation Media

Installation media has evolved significantly from physical disks to sophisticated network-based solutions. Here are the primary types:

Physical Media

Physical installation media involves tangible storage devices that you can connect to a computer.

  • USB Flash Drives: These are the most common physical media today, offering portability, reusability, and faster data transfer speeds than optical disks.
    • How it's used: An ISO image (a disk image of an optical disc) is written onto the USB drive to make it bootable.
    • Benefit: Highly convenient for installing OS on laptops and desktops without optical drives.
  • DVDs/CDs: Once the standard for software distribution, optical discs are less common now due to the decline of optical drives in modern computers.
    • How it's used: Bootable ISO images are burned onto a DVD or CD.
    • Benefit: Still used for older systems or specific recovery scenarios.

Network-Based Media

Leveraging network infrastructure, this type allows installation without any physical device being directly connected to the target machine.

  • PXE (Preboot Execution Environment) Boot: Allows computers to boot and install an operating system directly from a network server.
    • How it's used: The client machine boots from the network card, retrieves boot files from a PXE server, and then accesses installation packages via protocols like TFTP or HTTP.
    • Benefit: Ideal for deploying operating systems across many machines in an enterprise environment without manual intervention.
  • HTTP/FTP Servers (URLs to Installation Source): As the reference states, installation media can simply be a URL to the installation source. This means a web server or FTP server hosting the necessary files.
    • How it's used: The installer on the client machine is configured to download packages and other components directly from a specified URL. This might involve an initial minimal boot image that then pulls the rest of the files from the network.
    • Benefit: Enables flexible, centralized management of installation sources and supports automated deployments.

Virtual Media

This method involves using disk images or virtual drives within a virtualized environment.

  • ISO Files: A single file that is an exact copy of an entire optical disc, including its file system and data.
    • How it's used: In virtual machines (e.g., VirtualBox, VMware), an ISO file can be "mounted" as if it were a physical DVD. For physical machines, ISOs are typically written to USB drives. An "unpacked ISO" simply means the contents of the ISO are extracted to a directory, which can then serve as the installation source, especially over a network.
    • Benefit: Easy to store, share, and use for virtual machine installations or to create physical bootable media.

How Installation Media Works

The process typically follows these steps:

  1. Boot Sequence: The computer's BIOS/UEFI firmware is configured to boot from the installation media (e.g., USB drive, network).
  2. Bootloader Activation: The bootloader on the media loads, providing options like "Install Operating System" or "Try without installing."
  3. Kernel Loading: The bootloader loads the operating system kernel and initial RAM disk (initramfs/initrd) into memory.
  4. Installer Environment: A minimal operating system environment starts, launching the installer program.
  5. Installation Process: The installer guides the user through partitioning disks, selecting installation options, and copying the necessary OS files and packages from the media to the computer's hard drive.
  6. First Boot Configuration: After files are copied, the system reboots, and the newly installed OS performs its initial configuration, drivers, and user setup.

Practical Considerations for Installation Media

  • Creating Bootable Media: Tools like Rufus (for Windows), Etcher (cross-platform), or dd command (Linux/macOS) are commonly used to write ISO images to USB drives.
  • Choosing the Right Media: Select based on the target system's capabilities (e.g., presence of USB ports, network access) and the deployment scale.
  • Verifying Integrity: Always verify the integrity of downloaded ISO files using checksums (MD5, SHA256) to ensure the media is not corrupted or tampered with.
  • Updating Installation Sources: For network-based installations, regularly update the packages and bootloader files on the server to ensure clients receive the latest versions and security patches.

Installation media is an essential component of modern computing, enabling the setup, recovery, and maintenance of digital systems across various platforms and environments.