Operating system installation

and upgrades
Unit objectives:
Prepare to install Windows
Perform a clean installation of
Windows
Perform 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-bit
2 GB 64-bit

Hard disk

16 GB available space 32-bit

20 GB available space 64-bit

Graphics

DirectX 9 support; WDDM 1.0

Optical drive

DVD-ROM

Windows Vista Home Basic

Component Minimum

Recommended

Processor

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 Recommended

Processor

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

Optical drive

CD- or
DVD-ROM

SVGA with 8 MB
video RAM

Hardware compatibility
Systems designate Windows version
they are designed for
On hardware, look for appropriate logo
Windows Catalog (previous Hardware
Compatibility List) on Microsofts 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 64bit

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 Yes
4. Accept the license agreement
5. Click Install
6. Click Close
7. Double-click desktop Windows 7
Upgrade Advisor icon
8. 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 thirdparty 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 servers 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.
2.
3.
4.
5.

Back up files and settings

Save user settings
Obtain product key
Verify Internet access
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.
8.
9.
10.
11.
12.

Click Install Now

If desired, go online to get install updates
In Vista, enter product key
Accept license agreement
Click Custom
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.
16.
17.
18.
19.
20.
21.
22.
23.

Name computer
In Windows 7, enter password & hint
In Windows 7, enter product key
Select desired automatic-updates option
Configure time zone, time, and date
settings
Select a network type, and click Start
Install drivers
Activate Windows
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
wont 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 computers
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
Internet
2. Click Network and Sharing Center
3. Click Customize
4. 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.
2.
3.
4.

Insert installation CD-ROM

Run winnt.exe or winnt32.exe
Create and format partitions
Answer prompts in text mode
a.
b.
c.
d.
e.
f.

Language and locale settings

Product Key
Installation directory
Administrator password
Floppy disk to create a Startup Disk
Networking configuration (DHCP or custom
configuration)

Setup issues

CD or DVD wont launch

Hardware error messages
System isnt booting to optical drive
Error message that Windows XP Service
Pack 2 is missing
Setup cant download updates
Disk space
CD or DVD errors
Setup hangs during GUI portion; Windows
wont 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 isnt 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 paths

Previous
Version

Home
Basic

Home
Professional
Premium

Ultimate

Windows 2000

Install

Install

Install

Install

Windows Vista
Home Basic

Upgrade Upgrade

Install

Upgrade

Windows Vista Install

Home Premium

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 Can be upgraded to
edition
Home Basic

Home Premium,
Professional, or
Ultimate

Home Premium

Professional or
Ultimate

Professional

Ultimate

Windows Vista upgrade paths

Previous
Version

Home
Basic

Home
Business Ultimate
Premium

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 partition
4. Verify that all Service Packs and
updates are installed on existing OS
5. Obtain Windows 7 or Vista product
key
6. Verify Internet connection
7. 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
Doesnt 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 youre 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 wont
run:
Check Microsoft Update Web site
Check manufacturers Web site
Use Windows Program Compatibility
feature

Vista Program Compatibility Wizard

256 colors
640480 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 Files
C:\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