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Windows 8 : Managing Disk Drives and File Systems - Using Basic and Dynamic Disks

9/11/2013 7:56:42 PM
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When it comes to using basic and dynamic disks, you perform several related tasks, such as initializing new disks, setting a drive as active, or changing the drive type. Before performing these tasks, however, you should understand what the active, boot, system, and other drive designations mean.

Understanding Drive Designations

Basic disks can have both primary and extended partitions. A primary partition can be used to start the operating system. Although you cannot subdivide a primary partition, you divide extended partitions into one or more logical drives and then access the logical drives independently of each other.

Dynamic disks are divided into volumes, with the simple volume being the most common volume type. A simple volume is a volume on a single disk, which can be used to start the operating system. Dynamic volumes, on the other hand, combine space from multiple physical drives.

Whether working with basic or dynamic disks, you should pay particular attention to five special types of drive sections on MBR disks:

  • Active The active partition or volume is the drive section from which a computer starts. If the computer uses multiple operating systems, the active drive section must contain the startup files for the operating system you want to start and it must be a primary partition on a basic disk or a simple volume on a dynamic disk. The active partition is not normally marked as such in Disk Management. In most cases, it is the primary partition or the first simple volume on Disk 0. However, if you change the default configuration, you will see an Active label.

    Caution

    With removable media disks, you might see an Active status, which shouldn’t be confused with the Active label associated with an active partition. Specifically, USB and FireWire card readers that use CompactFlash or other types of cards are displayed as having an Active status when media is inserted and the related drive is online. It is also important to note that in some cases, a removable media drive might be listed as Disk 0. In this case, you need to look for the active partition on the first physical hard disk according to its disk number. For example, if the computer has Disk 0, Disk 1, and Disk 2, and the first physical disk in sequence is Disk 1, the active partition is most likely on the first primary partition or simple volume on Disk 1.

  • System The system partition or volume contains the hardware-specific (bootstrap) files needed to load the operating system. The system partition or volume can be mirrored but can’t be part of a striped or spanned volume. The system partition is labeled as such in the Status column in Disk Management’s Volume List and Graphical views.

  • Boot The boot partition or volume contains the operating system and its support files. The boot partition or volume can be mirrored but can’t be part of a striped or spanned volume. On most systems, system and boot are the same partition or volume. Although it seems that the boot and system partitions are named backward, this convention has been used since Windows NT was introduced and has not changed. Like the active partition, the boot partition is not normally marked as such in Disk Management. In most cases, it is the primary partition or the first simple volume on Disk 0. However, if the operating system is installed on a different partition or volume, you might see a Boot label.

  • Page file A page file partition or volume contains a paging file used by the operating system. Because a computer can page memory to multiple disks, according to the way virtual memory is configured, a computer can have multiple page file partitions or volumes. However, depending on the service packs configured, the computer might only report the primary volume being used as a paging file.

  • Crash dump The crash dump partition or volume is the one to which the computer attempts to write dump files in the event of a system crash.Dump files can be used to diagnose the causes of system failure. By default, dump files are written to the %SystemRoot% folder, but they can be located on any partition or volume.

Each computer has one active, one system, one boot, and one crash dump partition or volume and these partitions or volumes can be combined. The page file designation is the only drive designation that you might see on multiple partitions or volumes.

Installing and Initializing New Physical Disks

Windows 8 makes it much easier to add new physical disks to a computer. After you install the disks following the disk manufacturer’s instructions, you need to log on and start Disk Management. If the new disks have already been initialized, meaning they already have disk signatures allowing them to be read and written to, they should be brought online automatically if you choose Rescan Disks from the Action menu. If you are working with new disks that have not been initialized, meaning they don’t have disk signatures, Disk Management will start the Initialize And Convert Disk Wizard as soon as Disk Management starts and detects the new disks.

You can use the Initialize And Convert Disk Wizard to initialize the disks by completing the following steps:

  1. Tap or click Next to exit the Welcome page. On the Select Disks To Initialize page, the disks you added are selected for initialization automatically, but if you don’t want to initialize a particular disk, you can clear the related option.

  2. Tap or click Next to display the Select Disks To Convert page. This page lists the new disks, as well as any nonsystem or boot disks that can be converted to dynamic disks. The new disks aren’t selected by default. If you want to convert the disks, select them, and then tap or click Next.

  3. The final page shows you the options you’ve selected and the actions that will be performed on each disk. If the options are correct, tap or click Finish. The wizard then performs the designated actions. If you’ve elected to initialize a disk, the wizard writes a disk signature to the disk. If you’ve elected to convert a disk, the wizard converts the disk to a dynamic disk after writing the disk signature.

If you don’t want to use the wizard, you can close it and use Disk Management instead to view and work with the disk. In the Disk List view, the disk is marked with a red icon that has an exclamation point, and the disk’s status is listed as Not Initialized. Press and hold or right-click the disk’s icon, and then tap or click Initialize Disk. Confirm the selection (or add to the selection if more than one disk is available for initializing), and then tap or click OK to start the initialization of the disk.

Changing a Disk’s Partition Table Style

You can change partition table styles from MBR to GPT or from GPT to MBR. Changing partition table styles is useful when you want to move disks between computers that have different processor architectures or you receive new disks that are formatted for the wrong partition table style. You can convert partition table styles only on empty disks, however. This means the disks must be either new or newly formatted. You could, of course, empty a disk by removing its partitions or volumes.

You can use both Disk Management and DiskPart to change the partition table style. To use Disk Management to change the partition style of an empty disk, start Computer Management from the Administrative Tools in Control Panel or type compmgmt.msc in the Apps Search box and then press Enter. In Computer Management, expand the Storage node, and then select Disk Management. All available disks are displayed. Press and hold or right-click the disk to convert in the left pane of the Graphical view, and then tap or click Convert To GPT Disk or Convert To MBR Disk, as appropriate.

To use DiskPart to change the partition style of an empty disk, invoke DiskPart by typing diskpart at an elevated command prompt, and then select the disk you want to convert. For example, if you want to convert Disk 2, type select disk 2. After you select the disk, you can convert it from MBR to GPT by typing convert gpt. To convert a disk from GPT to MBR, type convert mbr.

Marking a Partition as Active

You don’t normally need to change a partition’s designation. If you are using only Windows 8 or if you are multibooting to Windows 8 and any other version of Windows, you do not have to change the active partition. With MBR disks, the active partition is typically the primary partition or the first simple volume on Disk 0. If you install Windows 8 on drive C and Windows 2000 or a later version on a different partition, such as drive D, you don’t need to change the active partition to boot Windows 8 or the other operating system. However, if you want to boot a non-Windows operating system, you usually have to mark its operating system partition as active and then reboot to use that operating system.

Note

Only primary partitions can be marked as active. You can’t mark logical drives as active and you can’t mark volumes as active. When you upgrade a basic disk containing the active partition to a dynamic disk, this partition becomes a simple volume that’s active automatically.

To mark a partition as active, complete the following steps:

  1. Start Disk Management by typing diskmgmt.msc at a prompt or in the Apps Search box.

  2. Press and hold or right-click the primary partition you want to mark as active, and then tap or click Mark Partition As Active.

Caution

If you mark a partition or volume as active, Disk Management might not let you change the designation. As a result, if you restart the computer, the operating system might fail to load. The only workaround I’ve found is to use DiskPart to make the appropriate changes either before rebooting or before using the Startup Repair tool following a failed start.

Example 1 shows a sample DiskPart session for setting the active partition. As you can see, when you first start DiskPart, it shows the DiskPart program name and the version you are using, as well as the name of the computer. You then select the disk you want to work with and list its partitions. In this example, you select Disk 0 to work with, list its partitions, and then select Partition 1. Once you’ve selected a disk and a partition on that disk, you can work with that partition. Simply type the Active command at this point and press Enter to set the partition as active. When you have finished, quit DiskPart using the Exit command.

Note

This example uses Disk 0. On your system, Disk 0 might not be the one you want to work with. You can use the List Disk command to list the available disks and then use the information provided to determine which disk to work with.

Example 1. Using DiskPart to Set the Active Partition

C:>diskpart

Microsoft DiskPart version 6.2.8250
Copyright (C) 1999-2012 Microsoft Corporation.
On computer: ENGPC85

DISKPART> select disk 0

Disk 0 is now the selected disk.

DISKPART> list partition

Partition ### Type Size Offset
------------- ---------------- ------- -------
Partition 1 Primary 932 GB 1024 KB

DISKPART> select partition 1

Partition 1 is now the selected partition.

DISKPART> active

DiskPart marked the current partition as active.

DISKPART> exit

Converting a Basic Disk to a Dynamic Disk or Vice Versa

The easiest way to convert a basic disk to a dynamic disk or vice versa is to use Disk Management. When you upgrade to a dynamic disk, partitions are automatically changed to volumes of the appropriate type. Any primary partitions become simple volumes. Any logical drives in an extended partition become simple volumes. Any unused (free) space in an extended partition is marked as Unallocated. You can’t change these volumes back to partitions. Instead, you must delete the volumes on the dynamic disk and then change the disk back to a basic disk. Deleting the volumes destroys all the information on the disk.

Before you convert a basic disk to a dynamic disk, you should be sure that you don’t need to boot the computer to a previous version of Windows. You should also be sure that the disk has 1 MB of free space at the end of the disk. Although Disk Management reserves this free space when creating partitions and volumes, disk management tools on other operating systems might not; as a result, the conversion will fail. It is also important to note the following restrictions:

  • You can’t convert removable media to dynamic disks. You can configure removable media drives only as basic drives with primary partitions.

  • You can convert disks’ non-system and non-boot partitions that are part of spanned or striped volumes. These volumes become dynamic volumes of the same type. However, you must convert all drives in the set together.

To convert a basic disk to a dynamic disk, complete the following steps:

  1. In Disk Management, either in the Disk List view or in the left pane of the Graphical view, press and hold or right-click a basic disk that you want to convert, and then tap or click Convert To Dynamic Disk.

  2. In the Convert To Dynamic Disk dialog box, select the check boxes for the disks you want to convert, as shown in Figure 1.

    Select the basic disk to convert.

    Figure 1. Select the basic disk to convert.

  3. If the disk you are converting has no formatted volumes, tapping or clicking OK converts the disk, and you do not need to perform the remaining steps. If the disk you are converting has formatted volumes, tapping or clicking OK displays the Disks To Convert dialog box. Follow the remaining steps to complete the conversion.

  4. The Disks To Convert dialog box shows the disks you’re converting so that you can confirm the conversion. Notice the value in the Will Convert column, which should be Yes so long as the disk meets the conversion criteria, and then tap or click Details to see the volumes on the selected drive. When you are ready to continue, tap or click OK to close the Convert Details dialog box.

  5. To begin the conversion, tap or click Convert. Disk Management warns you that once you convert the disk, you won’t be able to boot previous versions of Windows from volumes on the selected disks. Tap or click Yes to continue.

  6. Next, you are warned that file systems on the disks to be converted will be dismounted, meaning they will be taken offline and be inaccessible temporarily. Tap or click Yes to continue. If a selected drive contains the boot partition, the system partition, or a partition in use, Disk Management will need to restart the computer, and you will see another prompt.

To convert a dynamic disk to a basic disk, complete the following steps:

  1. Before you can change a dynamic disk to a basic disk, you must delete all dynamic volumes on the disk. Because this destroys all the data on the volumes, you should back up the volumes and then verify the backups before making the change.

  2. When you are ready to start the conversion process, start Disk Management. In Disk Management, press and hold or right-click the disk you want to convert, and then tap or click Convert To Basic Disk. This changes the dynamic disk to a basic disk, and you can then create new partitions and logical drives on the disk.

 
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