Operating system installation and upgrades

Unit objectives:Prepare to install WindowsPerform a clean installation of WindowsPerform an upgrade installation of Windows

Topic A

Topic A: Preparing to install Windows Topic B: Windows installation Topic C: Windows upgrades and

compatibility

Installing Windows operating systems

Process is called “migrating” or “migration” Three options:

–Upgrade–Custom–Multibooting

Most installs will be Windows 7 or newer editions – Unless corporate policy dictates earlier version

such as Windows XP

Clean installation vs. upgrade Perform clean install:

– Computer has no operating system – Redeploy a computer to a new user or a new

department– Computer has many configuration errors

During a clean install:– Setup overwrites all system settings and data

files on the computer– Pre-Vista OSs delete files– Format hard drive during installation

Upgrade retains settings from previous version; gives you new OS features

Multibooting

Install chosen version of Windows, along with another OS or Windows version

Allows boot into either OS Install operating systems oldest to

newest Non-dynamic disk partition

Pre-installation tasks

Back up files Verify hardware requirements are met Check for hardware compatibility Identify appropriate partition options Choose installation method

Windows Easy Transfer

File backup and transfer

Windows 7 and Windows Vista– Windows Easy Transfer

Windows XP– Files and Settings Transfer Wizard

Windows XP Professional and Windows 2000 Professional Resource Kit – User State Migration Tool

Windows 7, all versions

Component Minimum

Processor 1 GHz 32-bit or 64-bit

Memory 1 GB 32-bit2 GB 64-bit

Hard disk 16 GB available space 32-bit20 GB available space 64-bit

Graphics DirectX 9 support; WDDM 1.0

Optical drive DVD-ROM

Windows Vista Home Basic

Component Minimum RecommendedProcessor 800 MHz 32-bit

or 64-bit 1 GHz 32-bit or 64-bit

Memory 512 MB 512 MB

Hard disk 20 GB with 15 GB available

20 GB with 15 GB available

Graphics SuperVGA DirectX 9 support and 32 MB of graphics memory

Optical drive DVD-ROM DVD-ROM

Windows Vista Home Premium and Business/Ultimate/Enterprise

Component Minimum RecommendedProcessor 800 MHz 1 GHz 32-bit or 64-bit

Memory 512 MB 1 GB

Hard disk 40 GB with 15 GB available

40 GB with 15 GB available

Graphics SuperVGA Aero-compatible graphics card

Optical drive DVD-ROM DVD-ROM

Windows XP Professional / Home

Component Minimum Recommended

Processor Pentium 233 MHz

300 MHz

Memory 64 MB 128 MB

Hard disk 1.5 GB

Graphics SuperVGA or higher

SVGA with 8 MB video RAM

Optical drive CD- or DVD-ROM

Hardware compatibility

Systems designate Windows version they are designed for

On hardware, look for appropriate logo Windows Catalog (previous Hardware

Compatibility List) on Microsoft’s Web site

The Upgrade Advisor

Available in Windows 7, Windows Vista, and Windows XP

Use to determine if hardware and software are compatible with OS you want to migrate to

Report for:– System requirements– Device compatibility– Program compatibility

Win7 Advisor: any 32-bit or 64-bit OS Vista Advisor: use on 32-bit OSs, but not

64-bit

Windows 7 Upgrade Advisor

Running the Windows 7 Upgrade Advisor

1. Download the installation file from the Microsoft Download Center

2. Double-click Windows7UpgradeAdvisorSetup.exe

3. Click Yes4. Accept the license agreement 5. Click Install6. Click Close7. Double-click desktop Windows 7

Upgrade Advisor icon8. Click Start check

Running the Vista Upgrade Advisor

Windows Vista:– Windows .NET Framework 2.0 – MSXML version 6 (MSXML6)

Windows XP:– Service Pack 2 installed

Both:– Administrator privileges– 20 MB of free hard disk space– Internet connection

Download from Microsoft– WindowsVistaUpgradeAdvisor.msi

Windows XP Upgrade Advisor

Runs automatically during early stages of Windows XP Setup

Can run it manually before setup Run from Windows XP installation disc

Partitions and formatting

FAT, FAT32, or NTFS NTFS required for Windows 7 and Windows

Vista Upgrades from Windows XP to Windows 7

or Vista: Windows XP must be on NTFS partition

If no partition:– Format and partition before setup by using third-

party utility– Use Windows Setup disc– For large partitions in Windows XP, you need

SP1

The convert command

Topic B

Topic A: Preparing to install Windows Topic B: Windows installation Topic C: Windows upgrades and

compatibility

Windows 7 and Vista installation methods

Easiest from installation DVD Autostart presents options:

– Checking for compatibility– Installing Windows 7/Vista– Transferring files and settings from one

computer to another

Can also access installation files in a network share

Windows 2000/XP installation

Boot to CD or DVD In MS-DOS, access CD-ROM drive

and run winnt.exe In previous version of Windows,

access CD-ROM drive and run winnt32.exe

Boot from a USB device

Network installation

Copy installation files from disc to a share on network server

Place disc in server’s optical drive and share drive

Access the share, and run winnt.exe or winnt32.exe for pre-Vista, or setup.exe for Windows 7 or Vista

Files are copied to local computer Needs network connection; best for

upgrades Not the same as a remote installation

Unattended installations

Create answer file with:– Windows System Image Manager in

Windows 7 and Vista– Setup Manager utility in Windows

XP/2000– Notepad

Provides answers to some or all prompts in setup

Start setup and point to answer file Disk imaging software also an option

Repair installations

Performed when a computer fails to boot from hard disk

In Windows Vista and 7 use Advanced Boot Options menu, in any version use Windows installation disc

Preserves user data, accounts, and programs

OEM may provide a system recovery partition

Clean install of Windows 7 or Vista

1. Back up files and settings

2. Save user settings

3. Obtain product key

4. Verify Internet access

5. Insert installation DVD; restart the computer and boot to DVD

6. In Vista, select language, time and currency format, and keyboard or input method

continued

Clean install of 7/Vista, continued

7. Click Install Now

8. If desired, go online to get install updates

9. In Vista, enter product key

10. Accept license agreement

11. Click Custom

12. Choose installation partition; delete, create, and format partitions

13. In Windows 7, select country/region, time and currency format, and keyboard layout

14. Create new user account

continued

Clean install of 7/Vista, continued

15. Name computer

16. In Windows 7, enter password & hint

17. In Windows 7, enter product key

18. Select desired automatic-updates option

19. Configure time zone, time, and date settings

20. Select a network type, and click Start

21. Install drivers

22. Activate Windows

23. Load user settings

Product keys and activation

Two methods to combat software piracy

Product keys – 25-character codes that unlock the

software for use – Typically entered during installation– Obtain from packaging or through

volume licensing agreement– Must enter within 30 days or computer

won’t boot

continued

Product keys and activation, continued

Activation– Process in which Windows 7 and

Windows Vista registers itself with Microsoft

– Takes a snapshot of the computer’s hardware

– Ensures that OS is used on a single computer

– After 30 days without activation, operates in Reduced Functionality Mode

– Not the same as registration

Windows Update

Download and install operating system updates

Updates include:– Enhanced features– Corrections to problems– Improved security

Three options:– Use recommended settings – Install important updates only – Ask me later

Windows 7/Vista network locations

Three options:– Home– Work– Public location

To change (if computer is not a domain member): 1. In the Control Panel, click Network and

Internet2. Click Network and Sharing Center3. Click Customize4. Select Public or Private

Joining a workgroup or domain By default, computer is set as a

member of the WORKGROUP workgroup

To change settings or join a domain:1. In the Control Panel click System and

Security, then System

2. Click Advanced system settings

3. Click Network ID to use the wizard or Change to do so manually

Joining a domain requires its administrative credentials

Windows XP/2000 installation

1. Insert installation CD-ROM

2. Run winnt.exe or winnt32.exe

3. Create and format partitions

4. Answer prompts in text modea. Language and locale settings

b. Product Key

c. Installation directory

d. Administrator password

e. Floppy disk to create a Startup Disk

f. Networking configuration (DHCP or custom configuration)

Setup issues

CD or DVD won’t launch Hardware error messages System isn’t booting to optical drive Error message that Windows XP Service

Pack 2 is missing Setup can’t download updates Disk space CD or DVD errors Setup hangs during GUI portion; Windows

won’t start after installation Blue screen

Post-installation tasks

Verify that all devices are working properly– Update drivers or install new drivers as

needed

Install additional Windows components

Install service packs and hotfixes Restore user data files

Devices and drivers

Get updated drivers from hardware manufacturers

Setup uses default drivers Some devices might not work correctly

with default drivers Need administrative permissions Always check for most up-to-date

drivers for your OS Can install updated driver with Device

Manager or install file

Device Manager

Primary tool to view whether or not hardware is functioning correctly.

Windows uses icons to indicate problems:– Black exclamation point within a yellow

circle: device isn’t functioning properly– Red X: device is disabled– Blue i within white circle: device is

manually configured– Green question mark: compatible driver

is installed, but might not provide full functionality

Topic C

Topic A: Preparing to install Windows Topic B: Windows installation Topic C: Windows upgrades and

compatibility

Windows 7 upgrade pathsPrevious Version

Home Basic

Home Premium

Professional Ultimate

Windows 2000 Install Install Install Install

Windows Vista Home Basic

Upgrade Upgrade Install Upgrade

Windows Vista Home Premium

Install Upgrade Install Upgrade

Windows Vista Business

Install Install Upgrade Upgrade

Windows Vista Ultimate

Install Install Install Upgrade

Unsupported upgrades

Windows XP to Windows 7 Cross-architecture upgrades Cross-language upgrades Cross-SKU upgrades Windows Vista to Windows N,

Windows K, Windows KN, or Windows E

Upgrade between Windows 7 versions

Current Windows 7 edition

Can be upgraded to

Home Basic Home Premium, Professional, or Ultimate

Home Premium Professional or Ultimate

Professional Ultimate

Windows Vista upgrade paths

Previous Version

Home Basic

Home Premium

Business Ultimate

Windows 2000 Install Install Install Install

Windows XP Home

Upgrade Upgrade Upgrade Upgrade

Windows XP Professional

Install Install Upgrade Upgrade

Windows XP Media Center

Install Upgrade Install Upgrade

Windows XP Tablet PC

Install Install Upgrade Upgrade

Windows XP Professional 64-bit

Install Install Install Install

Upgrade between Vista versions

Current Vista edition

Can be upgraded to

Home Basic Home Premium or Ultimate

Home Premium Ultimate

Business Ultimate or Enterprise

Enterprise Ultimate

Pre-Windows Vista upgrades

Current OS Upgrades supported

Windows 95 Windows 98, Windows 2000 Professional

Windows 98 Windows Me, Windows 2000 Professional, Windows XP Professional, Windows XP Home Edition

Windows Me Windows XP Professional, Windows XP Home Edition

Windows NT Workstation 4.0

Windows 2000 Professional, Windows XP Professional

Windows 2000 Professional

Windows XP Professional

Upgrade process

1. Disable antivirus program 2. Back up important data 3. Verify that existing version of

Windows is on NTFS partition4. Verify that all Service Packs and

updates are installed on existing OS5. Obtain Windows 7 or Vista product

key6. Verify Internet connection7. Insert installation DVD and click

Install Now continued

Upgrade process, continued

8. Choose whether to get Installation updates

9. In Vista, enter product key

10.Accept license agreement

11.Click Upgrade

12. If compatibility issues are found, review them

13.Choose how to handle automatic updates; confirm time zone settings

continued

Upgrade process, continued

14. In Windows 7, enter your product key

15.Select a network type, and in Windows Vista, click Start

16. Install hardware drivers not installed by OS installation program

17.Activate Windows 7 or Vista

Upgrades within Windows 7

Use Windows Anytime Upgrade utility Doesn’t require original media or

installation files Must purchase an upgrade key Installs from CBS store on local

computer Takes approximately 10 minutes Windows Anytime Upgrade utility

available from Start menu

Upgrades within Windows Vista

Upgrade process is very similar If you’re already running Windows

Vista Home Premium or Business, devices and applications are supported

If Windows Vista Home Basic installed, verify that computer meets hardware requirements for Home Premium or Ultimate

Option to use Windows Anytime Upgrade

Upgrade issues

Upgrade option not available, or message “Upgrade has been disabled”

Upgrade disabled with message “Partition must be formatted NTFS”

Error message that upgrade is not supported

Application compatibility

Applications written for one Windows version might not work on newer version

Called “legacy applications” Upgrade when possible Legacy application installs but won’t

run:– Check Microsoft Update Web site– Check manufacturer’s Web site– Use Windows Program Compatibility

feature

Vista Program Compatibility Wizard

256 colors 640×480 screen resolution Disable visual themes Disable desktop composition Disable display scale on high-DPI

settings Windows XP wizard is similar to Vista

version

Windows Vista compatibility mode options

Program locations WOW64 Runs in user mode

File redirection:– 32-bit folders:

C:\Program Files(x86)C:\Windows\SysWOW64

– 64-bit folders:C:\Program FilesC:\Windows\System32

Registry redirection– 32-bit applications:

HKEY_LOCAL_MACHINE\Software\WOW6432Node

– 64-bit applications:HKEY_CURRENT_USER\Software\

WOW6432Node– Occasionally 32-bit applications might have entries under:

HKEY_CURRENT_USER\Software\WOW6432Node

Microsoft Assessment and Planning toolkit For enterprise-wide Windows 7 upgrade Generates network-wide inventory report

with hardware and software compatibility details

Identifies the following operating systems and software technologies (including those in a VM)– Windows 7– Windows Vista– Windows XP Professional– Office 2010 and earlier– Windows Server 2008, including R2– VMware ESX and ESXi– Linux– LAMP application stack discovery– SQL Server 2008

MAP readiness reports Windows client operating systems

– Systems hardware inventory– Windows 7 migration recommendations

Antivirus and anti-malware programs – Windows Firewall enabled/disabled

Microsoft Office version– Office 2010 migration recommendations

Linux operating systems– Systems hardware inventory

Server utilization report SQL Server database, instances, characteristics SQL Server host computers and components Virtual machines

– Hyper-V– VMware

Windows 2000 Servers– System hardware inventory

MAP toolkit migration evaluations

Windows 7 Microsoft Office 2010 Windows Server 2008 SQL Server 2008

Unit summary

Prepare to install Windows Perform a clean installation of

Windows Perform an upgrade installation of

Windows