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elementary weekly
#20
Latest roundup · 18 Apr 2015
Freya Release
Final
Covered in weekly #19 & #20
Forum Topics
Active
Installation, customization & more

How to Install elementary OS 8: A Step-by-Step Guide for Beginners

elementary OS 8 offers a clean, focused Linux desktop for people who want a straightforward alternative to Windows or macOS. Its Pantheon desktop emphasizes simple navigation, consistent design, and a small collection of carefully integrated tools. Installing it is manageable for beginners, provided you prepare your files and choose the correct disk option.

This guide explains the complete process, from downloading the ISO image and creating a bootable USB drive to selecting an installation method and completing the first setup. The exact wording of installer buttons can vary slightly depending on the release image and computer hardware, but the overall process remains familiar.

Before changing your computer, copy important documents, photos, passwords, and other personal data to an external drive or a trusted cloud service. Installing an operating system can erase a disk when the wrong option is selected. A few minutes spent checking backups can prevent permanent data loss.

Check Your Computer Before Installation

elementary OS 8 is designed for modern 64-bit computers using Intel or AMD processors. A practical starting point is at least 4 GB of memory, 15 GB of available storage, and a working internet connection. The system may run with less storage or memory, but those specifications provide a more comfortable experience for updates, applications, and personal files.

You should also check whether your computer uses UEFI firmware or older legacy BIOS mode. Most computers sold in recent years use UEFI. If Windows is already installed, open its system information panel and look for the BIOS mode entry. Knowing this can help you avoid boot problems and choose the correct firmware settings.

Save your Windows recovery key and create recovery media if you plan to replace Windows. If you are installing elementary OS alongside another operating system, disable or suspend features that may interfere with disk access, such as Windows Fast Startup. BitLocker or other full-disk encryption can also make partitioning more complicated, so confirm that you have the necessary recovery credentials before proceeding.

Download elementary OS 8 Safely

Go to the official elementary website and download the elementary OS 8 ISO image. The project uses a pay-what-you-want model, so you can enter an amount or choose the free download option if that is appropriate for you. Downloading from the official source reduces the risk of receiving a modified or damaged image.

The ISO file is several gigabytes in size, so the download may take some time. Keep the file in an easy-to-find folder, such as Downloads, and check that its filename clearly identifies elementary OS 8. If the website provides a checksum, comparing it with the downloaded file is a useful extra security step, especially when the download was interrupted or obtained through a mirror.

You will need a USB flash drive with at least 8 GB of capacity. The creation process will erase the drive completely, so remove any files stored on it first. A USB 3 drive is generally faster, but a USB 2 drive can also work. Avoid using an unreliable or unusually old flash drive because installation errors can come from faulty media rather than the ISO.

Create a Bootable USB Drive

On Windows, applications such as Rufus or balenaEtcher can write the ISO image to a USB drive. On Linux, GNOME Disks, Fedora Media Writer, or balenaEtcher are convenient choices. On macOS, balenaEtcher is a simple option. Select the downloaded elementary OS ISO, select the correct USB device, and start the writing process.

Rufus may ask whether to write the image in ISO mode or DD mode. The recommended default is usually suitable, but DD mode can help when the normal method does not boot correctly. Never select your computer’s internal drive by mistake. Double-check the device name and storage size before confirming the operation.

When the tool reports that the process is complete, safely eject the USB drive. Do not simply remove it while files are still being written. If the computer later refuses to boot from the USB, recreate the installer with another tool or flash drive, then check the firmware boot settings.

Boot From the Installer and Set Your Language

Insert the bootable USB into the computer where you want to install elementary OS. Restart the machine and open its temporary boot menu. Common keys include F12, F9, F10, Escape, and Delete, although the correct key depends on the manufacturer. A brief message may appear during startup indicating which key opens boot options.

Choose the USB device from the list. You may see separate entries for UEFI and legacy boot modes; choose the UEFI entry when your computer uses UEFI. If a security prompt appears, review the Secure Boot setting rather than changing firmware options at random. Many modern Linux installations work with Secure Boot, but some hardware configurations may require it to be disabled temporarily.

After elementary OS loads, you will reach the live environment or installer screen. The live session lets you test basic hardware before making changes to the disk. Check the keyboard, trackpad, display brightness, speakers, Wi-Fi, and wired network connection. If something essential does not work, investigate compatibility before committing to the installation.

The installer will ask for your language, keyboard layout, and regional settings. Choose the layout that matches your physical keyboard, then type in the test field to verify symbols such as @, quotation marks, and currency signs. Accurate regional settings also ensure that the clock, date, and number formats behave as expected.

Choose the Right Disk Layout

The disk selection stage is the most important part of the installation. The installer usually offers an option to erase the entire disk, an option to install alongside an existing operating system, and sometimes an advanced or manual partitioning choice. Read the descriptions carefully rather than selecting the first available button.

Erasing the disk removes existing operating systems, applications, and personal files from the selected drive. This is the simplest choice for a computer dedicated to elementary OS, provided your backup is complete. If the computer has multiple internal drives, confirm which drive contains the data you intend to preserve.

Installing alongside Windows creates a dual-boot arrangement. The installer reduces the existing partition and reserves space for elementary OS. You should have plenty of free storage, keep the computer connected to power, and avoid interrupting the resizing process. Manual partitioning is best left for experienced users who need a custom layout, encryption arrangement, or separate home partition.

Installation choice Best for What happens Main risk
Erase disk A dedicated elementary OS computer The selected drive is reformatted and elementary OS is installed Existing data is deleted
Install alongside Keeping Windows or another Linux system Space is reduced from an existing partition and a second system is added Partition resizing can fail if space is limited
Manual partitioning Advanced users and custom storage layouts You select or create partitions yourself An incorrect selection can damage another system
Use another drive Computers with multiple disks elementary OS is installed on a separate drive The bootloader location must be selected carefully

If you choose dual boot, leave enough room for system updates, applications, and your personal files. A very small elementary OS partition can work during testing but becomes restrictive quickly. After installation, the boot menu will let you select elementary OS or the other operating system when the computer starts.

Complete the Installation and First Boot

Once the disk layout is selected, create your user account. Enter your full name, choose a short username, and set a strong password. This password will be used to sign in and authorize administrative tasks, so avoid using a password that is easy to guess. If the installer offers automatic login, leaving it disabled provides better protection on portable computers.

Review the final summary before approving the installation. Confirm the target disk, erase or dual-boot choice, keyboard layout, and time zone. The installer will copy system files, create the required partitions, configure the bootloader, and prepare the Pantheon desktop. This can take several minutes, especially on older hardware.

When the installer asks you to restart, remove the USB drive after the screen goes dark or when prompted. If the USB remains inserted, the computer may start the installer again instead of booting from the internal disk. After restarting, sign in with the account created during setup and allow the desktop a moment to complete its first-start tasks.

If elementary OS does not appear after installation, open the firmware boot menu and look for the internal drive or an elementary OS entry. A wrong boot order, an incomplete USB installation, or a firmware mode mismatch can cause this problem. Return to the installation USB only when you need to repair or repeat the process.

Apply Updates and Check Hardware

Connect to Wi-Fi or Ethernet and open the system’s update tools. Install available operating system and security updates before adding many applications. A fresh ISO may have been created weeks or months before your installation date, so updates can include important bug fixes, hardware improvements, and security patches.

Open AppCenter to browse applications that are compatible with elementary OS. Many apps are distributed as Flatpak packages, which can provide newer versions and keep application dependencies separate from the core system. Read the application description and permissions before installing, particularly when choosing software from outside the curated catalog.

Use the following first-session checklist:

  • Run all available system updates and restart if requested.
  • Confirm that Wi-Fi, Bluetooth, sound, cameras, printers, and external displays work.
  • Open Files and create a simple folder structure for documents, downloads, and projects.
  • Set a screen lock, review privacy settings, and enable automatic updates where appropriate.
  • Install essential applications gradually rather than filling the system with unnecessary packages.

Hardware checks are especially important on laptops. Test suspend and resume, battery reporting, touchpad gestures, function keys, and display scaling. Proprietary graphics or wireless drivers may be needed on some computers, though adding drivers should be based on an actual hardware problem rather than a general assumption that every driver must be replaced.

Personalize the Pantheon Desktop

elementary OS uses a desktop layout that differs from Windows and many other Linux distributions. The Applications menu opens from the dock or the top panel, while running applications appear in the dock. The multitasking view helps you move between open windows and workspaces. Spend a few minutes exploring these areas before changing the interface, since many everyday actions are already available through keyboard shortcuts and built-in menus.

Open System Settings to adjust the appearance, display resolution, accent color, dock behavior, notifications, sound, keyboard shortcuts, and power management. Keep a record of major changes if you are learning Linux, since reverting a setting is easier when you know what was changed.

For a stable system, prefer applications from AppCenter or well-maintained Flatpak sources. Avoid copying random commands from forums without understanding what they do, particularly commands that modify repositories, delete files, or change permissions. The elementary OS community forums can help diagnose specific hardware and software issues when you include your system model, exact error message, and steps already attempted.

After the installation is working properly, create a fresh backup of your home folder and any configuration you care about. A backup made after setup is more useful than the original pre-installation copy because it includes your new documents, application settings, and downloaded files.

Start by downloading the official elementary OS 8 image, preparing a dedicated USB installer, and confirming your backup before touching the internal disk. Follow each installer screen carefully, choose the disk layout that matches your plans, and update the system as soon as the first desktop session begins. With those steps complete, you can explore the Pantheon desktop and build a dependable Linux workspace at your own pace.

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