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Windows 8 : Preventing Problems Before They Occur (part 1) - How to Clean Install Windows 8 to Prevent Problems

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12/25/2012 11:26:48 AM

PREVENTING PROBLEMS BEFORE THEY OCCUR is always a good idea and can be very simple to achieve; the problem is knowing where to start. You would think that Windows 8 would be set up by default to be incredibly easy to fix when something goes wrong, if it would ever happen. However, I have found it very ironic that for the past decade as Windows has become more reliable, stable, and robust that the number of troubleshooting, repair, and diagnostic tools has increased with each edition.

Windows 8 is no exception with tools such as System Restore, image backup (not just one but two types including Refresh Your PC), a reset option, file versioning, automated troubleshooters, the Action Center, and more. However, the problem is that there are so many hardware and software packages available for the platform that it’s impossible to predict how each will interact with each other and with Windows.

The aim of a good preventative strategy, therefore, isn’t about making sure all the tools exist to help you recover from an emergency; it’s about making sure that problems simply don’t exist in the first instance.

Take an IT Help Desk, for example. These departments are expensive to operate because of the staffing costs. Companies obviously want to keep costs down in departments that don’t directly contribute revenue. So, when small problems occur, such as a keyboard breaking or a printer driver failing to work, each callout requires personal attention from a trained professional, and each one costs time and money, not just for the IT department but also in terms of lost productivity for the person with the problem.

If you can spend a little additional time settings things up in a bulletproof manner to begin with, then this can save a lot of time diagnosing and fixing a problem later on.

INSIDE OUT: Why spend time configuring and backing up Windows?

Windows 8 constantly makes small changes and adjustments to its files and settings as you work. The more you do, the more changes Windows makes. After a period of time, these changes can cause software or Windows components to misbehave or malfunction, and they can become extremely difficult to undo. If you back up your copy of Windows 8 after the changes are entrenched, you preserve potential problems.

The benefit of taking time to back up a clean, unused Windows 8 installation is that when something goes wrong, your backup will be an exact copy of a fully working setup, including all of your software and settings. There will be no need to reinstall everything one piece at a time. Plus, you only need to make the initial backup once.

If you have a desktop PC and access to two or more hard disks, it’s even better if you can split your Windows installation, files, and backups across them. This means that if you have a real catastrophe, such as the physical disk containing your Windows installation fails, you don’t lose your backup copy of Windows, too. You can also use two hard disks to keep identical copies of your files and data; again, just in case a physical disk fails.

Laptops and most PC systems include only one physical disk, however, so you typically won’t have the option of splitting your data across different physical drives. But if the idea of splitting things up interests you, you might want to purchase a separate USB external hard disk.

INSIDE OUT: Of hard disks, partitions, and deviled eggs

Think of a hard disk as one big plate for all the food at a party buffet. No matter how careful you are in laying out the food, it will always end up mixed together; and if somebody spills the garlic mayonnaise, it’ll go over everything.

What you really need are different plates to separate the food (see Figure 1). If you use one long plate that’s split into several compartments, you can put a different treat in each space, safe in the knowledge that these compartments will help keep the garlic mayonnaise off the chocolate profiteroles.

It’s a similar story with computer hard disks. You can split your hard disk into partitions; for example, one for Windows 8, a second for your files and data, and a third for backups, including a backup of your Windows 8 installation. Splitting them between partitions keeps them apart for safety.

Partitioned and nonpartitioned disks

Figure 1. Partitioned and nonpartitioned disks

Upgrading or Performing a Clean Install

Whenever a new version of Windows is released, the biggest question that confronts you is whether you should format the hard disk and start with a clean installation or upgrade the existing copy of Windows in which you already have all your software, drivers, and files working.

I’ve been troubleshooting and repairing Windows installations for many years now, and I’ve seen so many more problems caused by upgrading from one version of Windows to another that I would always recommend performing a format and a clean install.

1. How to Clean Install Windows 8 to Prevent Problems

Indeed, with Windows these days, I’d even go so far as to suggest that you delete the partition that Windows resides on and the 100-MB System Reserved partition that goes with Windows 7 and Vista, because the boot system has changed again slightly, and I’ve seen backup and restore problems caused by the System Reserved partition.

INSIDE OUT: Wiping and recreating the Windows 8 System Reserved partitions on installation

When you install Windows 8 and choose a custom installation, you will be asked on which what physical hard disk you want to install the OS (see Figure 2). If you are wiping out a previous Windows installation, I recommend using the Drive Options link to delete both the Windows partition and the 100-MB System Reserved partition if you have one.

Choosing the installation disk in Windows 8

Figure 2. Choosing the installation disk in Windows 8

You can now create a new Windows partition on this disk, and the Windows 8 installer will create a new System Reserved partition.

The reason for doing this is that subtle changes are made to the Windows boot system with each incarnation of the operating system (OS). With Windows 8 comes better support for UEFI-enabled motherboards, which is a new alternative to the aging BIOS firmware system, and a new Secure Boot system along with System Reserved partitions that contain all the boot information of up to 300 MB. Occasionally, a 100-MB System Reserved partition isn’t big enough for Windows to store its system image backup and restore data.

Note

If you have multiple hard disks installed in the computer, it is always wise to open the case and physically unplug all but the primary hard disk. This ensures that the System Reserved partition and Windows 8 are always on the same drive. If they end up on separate drives, you can never remove the drive containing the system partition without preventing Windows 8 from starting.

 
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