Getting Started with Linux: What It Is and Why It Matters in DevOps

Sahitya GuptaSahitya Gupta
15 min read

Table of contents

What is Linux?

At its core, Linux is an open-source operating system (OS) — just like Windows or macOS — but with a key difference: it's built around the Linux kernel, and it's freely available for anyone to use, modify, and distribute.

But let’s break that down even more simply:

  • An operating system is the software that acts as a bridge between your computer hardware and the applications you use.

  • The Linux kernel is the heart of the operating system — it manages system resources like the CPU, memory, and hardware devices.

When people say “Linux,” they usually mean a full Linux-based operating system, which combines the kernel with a collection of useful tools and programs (like command-line utilities, package managers, system libraries, etc.). These complete systems are called Linux distributions (or distros), such as Ubuntu, CentOS, Fedora, and Debian.

🛠 Linux v/s UNIX:

Linux is heavily inspired by UNIX, a powerful OS developed in the 1970s. While UNIX is often proprietary, Linux is its free, community-driven cousin — designed to follow similar principles but accessible to everyone.

In Short

Linux is the engine that powers everything from smartphones to supercomputers. If you're aiming for a DevOps career, learning Linux is not optional — it's essential.

🧠 Linux as a Kernel vs. Linux as an Operating System

Many people are surprised to learn that “Linux” originally refers only to the kernel, not the entire operating system.

🔹 What is the Kernel?

The kernel is the core part of an operating system. It sits between your computer's hardware and software, handling low-level tasks like:

  • Managing CPU and memory

  • Controlling input/output devices (like keyboard, mouse, disk)

  • Enabling communication between hardware and software

Think of the kernel as the “engine” of the operating system.

🔹 What is a Linux operating system?

A full Linux operating system (commonly called a Linux distribution, or distro) is much more than just the kernel. It includes:

  • The Linux kernel

  • Command-line tools and utilities (like ls, cp, grep, etc.)

  • Package managers (like apt, yum, or dnf)

  • Optional desktop environments (like GNOME or KDE)

  • System libraries, services, and other software

Together, this makes a complete system you can use — whether you're running a server, a personal desktop, or a cloud environment.

💡 In short:

  • Linux (strictly) = just the kernel

  • Linux OS or distro = kernel + tools + software = usable system

🕰️ A Brief History of Linux

To understand Linux today, it's helpful to look back at where it came from — a journey rooted in the spirit of collaboration, curiosity, and open-source philosophy.

🔹 The UNIX Influence

In the 1970s, an operating system called UNIX was developed at AT&T’s Bell Labs. UNIX was fast, stable, and designed for multi-user systems — features that made it popular in academic and enterprise environments. However, it was proprietary, meaning you had to pay to use or modify it.

Over time, many "UNIX-like" systems emerged, but none were completely free and open until...

🔹 Enter: Linus Torvalds (1991)

In 1991, a Finnish computer science student named Linus Torvalds started a personal project: he wanted to create a free, open-source alternative to UNIX that could run on his personal computer.

He posted the first version of the Linux kernel online, along with this now-famous message:

"I'm doing a (free) operating system — just a hobby, won't be big and professional..."

Little did he know, that small project would become a foundation for modern computing.

🔹 Growth of the Linux Community

Thanks to its open-source license (specifically, the GNU General Public License), developers from around the world began contributing to Linux. Over time, full Linux distributions (combining the Linux kernel with GNU tools and software) emerged — such as:

  • Debian (1993)

  • Red Hat Linux (1995)

  • Ubuntu (2004)

  • And many others

Each of these distributions tailored Linux for different needs — desktops, servers, cloud computing, enterprise systems, and more.


🌍 Linux Today

Fast forward to now, and Linux is everywhere:

  • 96.5% of the top 1 million web servers run on Linux

  • Android, the most widely used smartphone OS, is based on the Linux kernel

  • Most DevOps tools, cloud platforms, and container technologies (like Docker and Kubernetes) are designed to run on Linux


🔑 Key Takeaway: Linux started as a student project — now it powers the world. Its open nature, community support, and adaptability have made it the backbone of modern IT and DevOps.

🚀 Why Linux Is Important — Especially in DevOps

So, you might be wondering:
"Why should I learn Linux? Can’t I just use Windows or macOS for DevOps work?"

Great question — and here's the honest answer:

If you're aiming for a career in DevOps or cloud computing, Linux isn’t just helpful — it's essential.

🌐 Linux is Everywhere in Tech

From powering major websites to running on smartphones, Linux is literally all around us:

  • Web servers like Apache and Nginx mostly run on Linux.

  • Cloud platforms (AWS, GCP, Azure) deploy Linux-based virtual machines by default.

  • Containers and orchestration tools like Docker and Kubernetes are built with Linux in mind.

  • CI/CD pipelines, automation scripts, and configuration tools (e.g., Jenkins, Ansible, Terraform) are often Linux-first.

🧠 In fact, over 90% of public cloud workloads run on Linux. That’s why Linux is the go-to OS for developers, system admins, and DevOps engineers.


💼 Why DevOps Needs Linux

DevOps is all about automating infrastructure, deploying apps quickly, and managing systems efficiently. Here’s where Linux shines:

🔧 1. Command-Line Power

Linux gives you full control through its terminal. You can:

  • Automate tasks with shell scripts

  • Manage servers remotely using SSH

  • Monitor system performance in real-time

📦 2. Package Management

Installing and updating software on Linux is smooth with package managers like:

  • apt for Ubuntu/Debian

  • yum/dnf for CentOS/RHEL
    This makes DevOps pipelines more predictable and consistent.

🔒 3. Security and Permissions

Linux has a powerful user permission model. You’ll learn how to:

  • Manage user roles

  • Set file-level permissions

  • Harden servers against attacks

☁️ 4. Cloud-Native Compatibility

Linux is designed for cloud-native environments. You’ll often find:

  • Linux containers (Docker)

  • Kubernetes clusters

  • Infrastructure as Code (IaC) tools built for Linux systems


🧭 Bottom Line

If you're serious about becoming a DevOps engineer, cloud architect, or SRE, learning Linux is the first (and most important) step.

And the good news?

You don’t need to be a coding genius to learn Linux. With a little practice — and this article series — you'll become confident using it for real-world DevOps scenarios.

If you’ve ever searched for “how to install Linux,” you’ve probably been hit with a bunch of confusing names: Ubuntu, Debian, CentOS, Fedora, Kali, Arch... and more.

You might be thinking:

“Wait — I just want to learn Linux… why are there so many versions?”

Don’t worry — you’re not alone. In this section, we’ll break down what a Linux distribution is, why they exist, and which ones are best for beginners and DevOps use.


📌 What is a Linux Distribution (Distro)?

A Linux distribution, or distro, is a complete operating system built around the Linux kernel, packaged with different software tools, desktop environments, utilities, and a way to install new software (called a package manager).

🔁 Think of it like Android phones:
The base Android OS is the same, but Samsung, Google Pixel, and OnePlus all put their own style, apps, and features on top.
Same with Linux — every distro has the same engine (kernel) but a different experience.


🎯 Why Are There So Many Linux Distros?

Linux is open-source — that means anyone can modify and share it freely. So, over time, different communities and companies created their own versions to meet specific needs:

  • Beginners who want a user-friendly desktop

  • Developers who want full control and customization

  • Servers that need speed, security, and reliability

  • DevOps professionals who deploy automation and infrastructure tools

Each distro offers different default software, system tools, update cycles, and performance tweaks.


🌟 Top 5 Linux Distributions You Should Know

Let’s break down the most popular distros you might encounter — and which one’s best for learning DevOps.


1. Ubuntu

  • Best For: Beginners, Developers, DevOps learners

  • Base: Debian

  • Why it’s awesome:

    • Very beginner-friendly

    • Massive online support and community

    • Used widely in cloud servers (especially on AWS, Azure)

    • Comes with the apt package manager — super easy to use

  • Variants: Ubuntu Server (for DevOps), Ubuntu Desktop (for personal use)

🏆 If you’re just getting started with Linux for DevOps, Ubuntu is the best place to begin.


2. CentOS / Rocky Linux / AlmaLinux

  • Best For: Enterprise servers, RHEL-based environments

  • Base: Red Hat Enterprise Linux (RHEL)

  • Why it’s used in DevOps:

    • Known for stability and security

    • Common in corporate infrastructure

    • Great for learning tools like Ansible, SELinux, and YUM/DNF package managers

  • CentOS Note: CentOS has been replaced by CentOS Stream, but Rocky Linux and AlmaLinux now serve as its alternatives.

📦 If you're preparing for real-world DevOps jobs in enterprise environments, you’ll definitely come across one of these RHEL-based systems.


3. Debian

  • Best For: Developers, Sysadmins who want stability

  • Base: Original (Ubuntu is based on Debian)

  • Why it matters:

    • Extremely stable

    • Less frequent updates, but very reliable

    • Used as a base for other distros (like Ubuntu, Kali)

🤓 If you want to get closer to the "roots" of Ubuntu, Debian is worth checking out.


4. Fedora

  • Best For: Developers, tech enthusiasts

  • Base: Red Hat

  • Why it’s interesting:

    • Has the latest features (cutting edge)

    • Great for testing the future of enterprise Linux

    • Uses the DNF package manager

  • Not as common in production servers but great for development environments


5. Arch Linux (Advanced)

  • Best For: Power users, Linux purists

  • Base: Independent

  • Why it’s famous:

    • Super customizable (build your own system from scratch)

    • Great for learning how Linux works under the hood

    • Comes with pacman package manager

  • Warning: Not for beginners!

💡 Arch is a great teacher, but it doesn’t hold your hand. Start here only if you're confident with Linux basics.


🧭 So, Which Linux Distro Should You Use to Learn?

For DevOps beginners, I highly recommend starting with Ubuntu Server or Ubuntu Desktop. It’s user-friendly, well-documented, and widely used in cloud and DevOps environments.

Once you're comfortable, you can experiment with CentOS/Rocky for enterprise-level skills, or even try Debian/Fedora for variety.


📌 Summary: Choosing the Right Linux Distro

DistroBest ForPackage ManagerDevOps-Friendly
UbuntuBeginners, Cloudapt✅✅✅
CentOS/RockyEnterprise serversyum / dnf✅✅
DebianStable environmentsapt✅✅
FedoraLatest tech/devsdnf
ArchPower users (advanced)pacman

🧰 Beginner’s Guide: How to Install Linux Using VirtualBox (Step-by-Step)

Installing Linux inside a virtual machine (VM) is the safest and easiest way to learn Linux on your current computer — whether you're using Windows or macOS. This method uses Oracle VirtualBox, a free virtualization software.


🔻 What You’ll Need:

  1. A computer running Windows or macOS

  2. At least 8 GB RAM (4 GB minimum, but 8+ recommended)

  3. Oracle VirtualBox installed (we’ll show you how)

  4. A downloaded Linux ISO image (we’ll link you to Ubuntu)

  5. 20–30 GB of free disk space


🧱 Step 1: Download VirtualBox

Go to the official VirtualBox website:
👉 https://www.virtualbox.org/wiki/Downloads

  • Select the installer for your system:

    • Windows hosts → download .exe file

    • OS X hosts (macOS) → download .dmg file

📥 Install it like any normal software (double-click and follow the on-screen instructions).


🧱 Step 2: Download a Linux ISO File

For beginners, we recommend Ubuntu Desktop LTS (Long Term Support) — stable, user-friendly, and great for DevOps.

👉 Download Ubuntu Desktop LTS ISO:
🔗 https://ubuntu.com/download/desktop

Choose the latest LTS version (e.g., Ubuntu 22.04 LTS) — it’s more stable for beginners.


💻 Step 3: Create a New Virtual Machine in VirtualBox

Once VirtualBox is installed and Ubuntu ISO is downloaded, follow these steps:

✅ For both Windows & macOS users:

  1. Open VirtualBox and click New

  2. Name: “Ubuntu-Linux” (or whatever you prefer)

  3. Type: Linux

  4. Version: Ubuntu (64-bit)

  5. Click Next


🧠 Step 4: Allocate Memory (RAM)

  • Recommended: 4096 MB (4 GB)

  • Minimum: 2048 MB (2 GB)

Click Next


💾 Step 5: Create a Virtual Hard Disk

  • Choose “Create a virtual hard disk now”

  • Disk type: VDI (VirtualBox Disk Image)

  • Storage: Dynamically allocated

  • Size: 25 GB (minimum 15 GB, but 25+ GB preferred)

Click Create


📂 Step 6: Load the Linux ISO

Now let’s mount the ISO so the VM can install Ubuntu:

  1. Select the VM you created (Ubuntu-Linux)

  2. Click Settings > Storage

  3. Under Controller: IDE, click the empty disk icon

  4. On the right side, click the disk icon > Choose a disk file

  5. Select the Ubuntu .iso file you downloaded

  6. Click OK


🟢 Step 7: Start the Virtual Machine and Install Ubuntu

  1. Click Start (green arrow)

  2. Ubuntu will boot from the ISO file

  3. Choose “Install Ubuntu”

  4. Select:

    • Keyboard layout: Default (e.g., English)

    • Normal installation

    • Choose Erase disk and install Ubuntu (this only affects the virtual disk — your real system is safe!)

  5. Continue with the installation

  6. Create a username and password for the system

  7. Wait for installation to complete (~5–10 mins), then restart the VM

🎉 Congrats! You now have a working Linux system on your machine.


🖥️ How to Use Linux on a Windows or Mac:

  • Open VirtualBox

  • Select your Linux VM

  • Click Start

You can now practice Linux commands, install software, and follow along with the rest of this series!


⚙️ Mac-Specific Tip:

If VirtualBox gives you a "security blocked" error on macOS:

  • Go to System Preferences > Security & Privacy

  • Click Allow next to Oracle America, Inc.

  • Reopen VirtualBox


🧠 Bonus Tip:

Want a faster, more DevOps-like experience?

  • Install Ubuntu Server ISO instead of the Desktop

  • It’s command-line only (no GUI) and feels more like a real production server

Download Ubuntu Server ISO here:
👉 https://ubuntu.com/download/server

🛠️ Linux in DevOps: Real-World Use Cases (And Why It Matters So Much)

By now, you’ve understood what Linux is, why it’s important, and even how to install it on your system. But you might still be thinking:

“Okay, cool — but how exactly is Linux used in real DevOps work?”

That’s exactly what we’re going to explore in this section.

This part is important because once you start seeing how Linux fits into the DevOps workflow, things will really begin to click — and you'll start learning with purpose, not just theory.

Let’s break it down in a simple, real-world way.


🧰 What Does DevOps Actually Mean?

DevOps (short for Development + Operations) is all about:

  • Building apps

  • Deploying them fast

  • Automating everything

  • Monitoring systems to make sure they don’t go down

And guess what?

Almost every tool, pipeline, and cloud environment that supports this magic — runs on Linux.


🔍 Real-World DevOps Use Cases Where Linux Is Essential

Let’s walk through real things DevOps engineers do and how Linux plays a direct role in them.


⚙️ 1. Server Management

Most production servers run on Linux (especially Ubuntu, CentOS, or Debian). A DevOps engineer needs to:

  • Login via SSH

  • Check logs using commands like tail, journalctl, cat, grep

  • Restart services using systemctl or service

  • Manage users and file permissions

🧠 Example:

bashCopyEditssh devops@192.168.1.10
sudo systemctl restart nginx

If you don’t know how Linux works, you simply can’t manage real infrastructure.


🛠️ 2. Automation with Shell Scripting

Automation is the heart of DevOps. Linux makes this super easy using Bash scripts.

You’ll automate tasks like:

  • Creating backup files

  • Cleaning up logs

  • Deploying apps

  • Setting up cron jobs (scheduled tasks)

🧠 Example:

bashCopyEdit#!/bin/bash
tar -czf backup-$(date +%F).tar.gz /var/www/html

With just a few lines of shell script, you can automate your day-to-day tasks.


📦 3. Working with Configuration Management Tools

Tools like Ansible, Chef, and Puppet run commands on remote Linux systems to configure and maintain them.

You’ll need to:

  • Understand file paths like /etc/nginx/nginx.conf

  • Know how to restart services

  • Modify config files via terminal

🧠 Ansible Example:

yamlCopyEdit- name: Restart nginx
  service:
    name: nginx
    state: restarted

These tools all expect you to be comfortable with Linux internals.


🐳 4. Containers & Docker

Docker containers are lightweight virtual environments that run on Linux by default.

To use Docker effectively, you must understand:

  • How Linux file systems work

  • The Dockerfile syntax

  • Permissions and user access

🧠 Example:

DockerfileCopyEditFROM ubuntu:22.04
RUN apt update && apt install -y nginx
CMD ["nginx", "-g", "daemon off;"]

Even if you’re using Docker on Windows or macOS, it’s still using a Linux VM in the background.


☁️ 5. Cloud Platforms (AWS, Azure, GCP)

Every major cloud platform uses Linux virtual machines as their default option.

As a DevOps engineer, you’ll regularly:

  • Spin up EC2 instances (AWS Linux/Ubuntu)

  • Install and configure services via terminal

  • Use Linux commands to monitor cloud resource usage

🧠 Common tasks:

bashCopyEditsudo apt update
sudo apt install nginx

Without Linux skills, navigating the cloud becomes 10x harder.


🔒 6. Security, Access & Networking

Linux offers deep control over security and access. You’ll need to:

  • Manage SSH keys

  • Set firewall rules with ufw or iptables

  • Understand permissions (chmod, chown)

🧠 Example:

bashCopyEditchmod 600 ~/.ssh/id_rsa
ufw allow 22/tcp

In DevOps, securing systems is just as important as deploying them.


🎯 Final Thoughts: You Can’t DevOps Without Linux

If DevOps is the engine, Linux is the fuel.
If DevOps is the control room, Linux is the keyboard.

From running servers to scripting automation, deploying containers, or scaling cloud infrastructure — Linux is everywhere in the DevOps world.


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Written by

Sahitya Gupta
Sahitya Gupta