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

How to create a bootable USB drive for elementary OS

Creating a bootable USB drive turns a spare flash drive into a portable installer for elementary OS. You copy the distribution's disk image onto the drive in a form that the computer can boot, rather than merely saving the image as a file. This method suits new machines without an optical drive, dual-boot installations and anyone who wants to try the elementary desktop before replacing an existing system.

Preparation can be done from Windows, macOS or Linux. Hardware varies across Australian households: shared family laptops may use USB-A ports, while many newer notebooks use USB-C only. Download speeds also vary across Australian cities and regional areas, so use a stable connection and confirm the file has finished before moving it to another machine.

A flash drive is not a boot installer simply because it contains an ISO file. The image must be written to the device, the computer must support USB booting, and the drive should be tested before it is trusted with installation work. The process below covers hardware selection, the official download, image verification, flashing, boot testing and installation choices that protect existing data.

Choose a drive and protect its contents

Use an 8 GB USB flash drive as a practical minimum for the current elementary OS image, although 16 GB provides more room for files or another image. USB 3.0 speeds up writing, while an older USB 2.0 drive still works at the cost of a longer wait. Match the connector to your computer: a Type-A drive fits a full-size USB socket, and a Type-C drive fits a compatible USB-C port. Adapters that only carry power will not work for data.

Choose a drive with no irreplaceable data. Flashing erases the selected device, including its existing partitions, so photographs, coursework and the only copy of a backup must be moved elsewhere first. If the destination computer uses BitLocker, have its recovery key available before changing boot or partition settings. A second drive is useful for transferring files if the computer used for preparation has little free disk space.

Identify the USB by its physical model and capacity, not by a generic label such as “USB”. Disk Management on Windows, Disk Utility on macOS and the lsblk command on Linux can show attached drives. Compare that information with the drive in your hand before selecting it for deletion.

Australian retailers such as Officeworks and JB Hi-Fi, along with supermarkets such as Woolworths and Coles, stock a range of flash drives. A clearly branded product from a seller with an Australian return policy is easier to replace than an unlabelled bargain. Under the Australian Consumer Law, consumer guarantees include acceptable quality for goods bought in Australia. Keep the receipt in case a new drive fails, and contact the retailer if a defect appears during normal use.

Download the official elementary OS image

Open elementary.io in a browser and use its official download link for the current stable release. Most ordinary Intel and AMD-based computers need the standard 64-bit PC image. Do not choose an image for a different processor architecture unless you have confirmed that your hardware supports it. Save the .iso file to a location with enough free space, and avoid sites that repackage an old release as a new installer or ask you to run a separate downloader.

Download the file directly rather than opening it from the website. Some browsers open an ISO automatically, but the installer still needs the image as a local file for verification and flashing. If you are preparing the drive on a shared or work computer, check the download folder for other users' files and use a separate, clearly named download location. The official site is the safest starting point, although third-party mirrors can also host valid files.

Allow the download to finish before moving the file. The finished ISO is normally a few gigabytes, so interrupted transfers and incomplete files are common causes of a failed flash. If a connection is slow or intermittent, resume the transfer where the browser allows, or download it again on a more reliable connection.

Verify the image before writing

Verify the ISO's SHA-256 checksum before writing anything. A checksum detects accidental corruption, including a truncated download or a file changed in transit. Check the official release page for the expected SHA-256 value. When one is provided, compare it exactly with the value you calculate; hexadecimal letters may appear in upper or lower case.

On Linux, run sha256sum elementaryos-8.0.iso, substituting the actual version in the filename. macOS provides shasum -a 256 elementaryos-8.0.iso. On Windows, open Command Prompt in the downloads folder and run certutil -hashfile "C:\path\to\elementaryos-8.0.iso" SHA256, replacing the path with your own. The command's output must match the published checksum before the image is safe to flash.

If the values differ, discard the downloaded ISO and fetch it again; do not try to flash a mismatched file. A checksum mismatch indicates a corrupted or incorrect download, not a fault in the checksum command. Rechecking after a fresh download costs little compared with troubleshooting a failed installation later.

Prepare the computer and USB drive

Insert the USB drive into the computer where you will create the installer, then identify it again using the operating system's disk tools. Windows Disk Management, macOS Disk Utility and Linux's lsblk are all suitable for checking the model and size. If Windows offers to initialise a new disk, it is not a required step for flashing; the writing utility will prepare the device itself.

Close any file-manager windows, backup applications or archive tools that are using the drive. The operating system may mount several partitions on a previously used stick, and a flashing program can refuse to begin while one of them is busy. Unmount those volumes if the tool requests it. Do not format the drive manually at this stage: the image-writing operation replaces its contents, and a hand-picked partition layout adds opportunities for error.

Think about the destination computer before installation. Its one-time boot menu is often opened with F12, F11, F9, Escape or an Fn combination, depending on the manufacturer. Plug the USB drive in before looking for that menu, and look for an entry naming the drive, sometimes under “UEFI” and sometimes under “USB”. Keep permanent boot-order changes to a minimum, and restore any temporary firmware setting after installation.

Write the image with a reliable flashing tool

Use a tool designed to write disk images, such as Rufus on Windows. Download Rufus from its official site at rufus.ie, insert the USB drive and choose it under “Device”. Select “SELECT” and point to the verified ISO file. Check the drive name and capacity once more, then start the write. When Rufus offers an image mode and partition scheme, leave the recommended settings unless you have a specific reason to change them.

On Linux or macOS, balenaEtcher offers a similar three-stage process: select the ISO file, select the target drive and flash it. Install it from the official site at etcher.balena.io, and give the application permission to access removable media if macOS requests it. Match the target by model and capacity, not by its order in the list. Wait for the success message before unplugging anything; a drive removed halfway through the write may appear damaged.

Do not confuse copying with flashing. Dragging the ISO onto a newly formatted USB drive creates a data file that many computers will not boot from. Extracting the contents of the ISO into a folder and copying those folders onto the drive does not create a working installer either. Let the flashing utility write the image, manage the partition table and install the boot records.

Run only one writing utility at a time. Close other disk-management programs, and avoid obscure “USB booster” utilities that promise faster installation but provide no clear details about what they write. A current Rufus or balenaEtcher release is sufficient for a standard elementary OS image.

Test the bootable USB drive

Safely remove the completed USB drive before moving it. Use the system-tray removal icon in Windows, “Eject” in the macOS Finder, or “Safely Remove” in a Linux file manager. Then plug it into the computer you want to test or install on. Start the machine from the USB entry in the one-time boot menu and choose the live elementary OS option, often labelled “Try elementary OS”, to confirm that the desktop loads.

A live session does not alter the internal disk, so it is a suitable place to check basic hardware such as Wi-Fi, audio, keyboard and display output. Shut down from the live menu rather than installing straight away if you want more confidence. If the USB does not appear, try a direct port instead of a hub, use another port if the computer offers both USB 2 and USB 3, and check that USB booting is permitted in the firmware settings.

If the computer starts but the installer later fails, retest the USB on another machine and calculate the ISO checksum again. Hardware memory tests, disk connections and firmware compatibility can also produce installation errors. Check the manufacturer's instructions and elementary documentation before changing Secure Boot or other firmware protections. Testing separates these possibilities before the internal drive is touched.

Install elementary OS from the prepared drive

With a tested installer, plan the disk layout before starting. Back up the destination computer and confirm whether elementary OS should replace its operating system or sit alongside it. “Erase disk and install” removes everything on the selected internal drive, including Windows and its files. For a dual-boot setup, use manual partitioning and follow the official guidance for allocating free space. Never nominate the removable USB drive as the installation target.

The live session can be used for a final check without modifying the internal disk. To proceed, restart the computer from the USB drive and select the elementary OS installation entry. Follow the prompts for language, keyboard and timezone, then confirm the target disk and partition choice carefully before the installer begins writing.

After installation, create the user account, connect to a network and shut down before removing the USB drive. Keep it for future reinstalls, or format it as exFAT for ordinary files; formatting removes the installer. The next step is to open Update Manager after the first boot and install the available system updates.

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