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Lesson 5.2 · Install Ubuntu Safely: A Complete Beginner Series

Ubuntu Disk Setup Explained: Erase, Alongside, or Manual

Compare Erase Disk, Install Alongside, and Manual Partitioning, identify the correct drive, and recognize destructive choices before continuing.

UbuntuLinuxWindows

You will learn

  • Distinguish physical disks, partitions, filesystems, and the EFI System Partition
  • Compare guided erase, alongside, and manual choices
  • Recognize when the displayed disk is only the installer USB and stop

Before you start

  • A verified backup and recovery key when relevant
  • The correct internal disk is visible by model and capacity
  • A written decision about keeping or erasing Windows
On this page

Disk setup is where preparation becomes a real storage change. Pause before selecting Next. The correct choice depends on the keep-Windows decision—not on which button looks easiest.

Understand what the screen represents

A physical disk is a real SSD, NVMe device, or hard drive. A partition is a defined region on that disk. One physical disk can have several partitions.

A filesystem organizes files inside a partition. Examples include NTFS for many Windows volumes, FAT/VFAT for boot media and EFI partitions, and ext4 for common Linux installations.

The EFI System Partition is a small FAT-formatted partition used by UEFI firmware to find boot files. It is not an ordinary documents partition. Beginners should not format or delete an existing EFI System Partition as a generic cleanup step.

The internal disk is physically installed in the computer. The USB installation media is the removable device currently running the installer. Both can appear in the same list.

Compare the three main choices

Ubuntu disk-setup choices
ChoiceWhat it doesPreserves Windows?Uses full target disk?Beginner suitabilityMain dangerChoose when
Erase disk and install UbuntuReplaces the selected disk's partition layout with UbuntuNo, not on that selected diskYesGuided and simple after a deliberate replace-Windows decisionSelecting the wrong disk permanently removes its dataUbuntu will be the only system on that entire target disk
Install Ubuntu alongside another operating systemCreates or uses suitable space while preserving the detected systemYes, when the displayed plan is correctNoGuided choice for a prepared dual bootWrong assumptions about BitLocker, free space, or target driveThe installer offers a correct plan and Windows preparation is complete
Manual partitioningLets the user create, delete, format, and assign partitionsOnly if every manual choice is correctNot necessarilyAdvancedA small mistake can delete data or make systems unbootableA documented custom layout is genuinely required and understood

Erase disk and install Ubuntu

What it does
Replaces the selected disk's partition layout with Ubuntu
Preserves Windows?
No, not on that selected disk
Uses full target disk?
Yes
Beginner suitability
Guided and simple after a deliberate replace-Windows decision
Main danger
Selecting the wrong disk permanently removes its data
Choose when
Ubuntu will be the only system on that entire target disk

Install Ubuntu alongside another operating system

What it does
Creates or uses suitable space while preserving the detected system
Preserves Windows?
Yes, when the displayed plan is correct
Uses full target disk?
No
Beginner suitability
Guided choice for a prepared dual boot
Main danger
Wrong assumptions about BitLocker, free space, or target drive
Choose when
The installer offers a correct plan and Windows preparation is complete

Manual partitioning

What it does
Lets the user create, delete, format, and assign partitions
Preserves Windows?
Only if every manual choice is correct
Uses full target disk?
Not necessarily
Beginner suitability
Advanced
Main danger
A small mistake can delete data or make systems unbootable
Choose when
A documented custom layout is genuinely required and understood

Identify the target drive with evidence

Before any guided erase or alongside plan, compare:

  • Model: does it match the internal SSD or hard drive?
  • Total capacity: is it near the recorded 256 GB, 512 GB, or 1 TB size?
  • Context: is it installed internally or is it the USB in your hand?
  • Existing partitions: do Windows, recovery, or EFI partitions match the expected computer history?
  • Mount point: is a VFAT partition mounted at /cdrom, identifying the live USB?

Never follow “always select /dev/sda.” A USB can be /dev/sda; an internal SATA drive can also be /dev/sda in another boot. An NVMe disk often appears as /dev/nvme0n1, but model and capacity remain necessary evidence.

Erase disk and install Ubuntu

Choose this only when Ubuntu should replace everything on the selected disk. With multiple physical drives, the installer can let you choose one. A Windows system on a different untouched disk may remain, but that does not make a mistaken target recoverable.

Read the final summary later. It must name the intended internal disk, not the USB or backup drive.

Install Ubuntu alongside another operating system

This guided choice preserves the detected operating system and assigns space to Ubuntu. Review the selected drive and proposed space carefully. Ubuntu 26.04 can support more BitLocker dual-boot situations when suitable space is available, but a visible BitLocker blocker still requires the preparation in Lesson 4.3.

The absence of an Alongside choice is a diagnostic fact, not permission to delete partitions. Check internal-drive visibility, BitLocker, RST, the current disk layout, and available space.

Manual partitioning is an advanced route

The screen lists disks and partitions and can expose controls such as New partition table, format, add, remove, and change. A new partition table replaces the selected disk’s map; it is destructive.

This series does not give one universal dual-boot partition recipe. Disk layouts differ in firmware mode, encryption, recovery partitions, existing filesystems, available space, and number of disks.

Do not:

  • Format an existing EFI partition as a routine step.
  • Delete a recovery or unknown partition to create space.
  • assign a filesystem or mount point you do not understand.
  • create a new partition table because the desired disk is absent.

The wrong screen to continue from

If manual partitioning shows only one device around 123 GB, with a VFAT partition and no expected internal disk, that is the USB-only symptom from Lesson 4.1.

Common mistakes and recovery

Confusing a partition with a disk. Follow indentation and total disk rows. A partition such as sda1 belongs to its parent disk.

Using size alone. Two devices can have similar capacities. Match model, connection context, and partitions too.

Selecting Alongside without reviewing the plan. Verify which Windows system and physical disk the installer detected.

Creating a partition table but not confirming installation yet. Stop immediately and do not write more data. Partition recovery is specialist work and not guaranteed; restore from backup if necessary.

Practice

Knowledge check

Explain why /dev/sda cannot identify a target by itself. Then state what New partition table does: it replaces the selected disk’s partition map and can make existing data inaccessible.

What to learn next

After selecting the correct disk plan—but before the final install—continue to Ubuntu Disk Encryption Options Explained.

Keep exploring

Continue with primary sources

Official documentation