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Windows 8 : Preventing Problems Before They Occur (part 2) - Upgrading to Windows 8 from XP, Vista, or Windows 7

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12/25/2012 11:29:19 AM

2. Upgrading to Windows 8 from XP, Vista, or Windows 7

If you do upgrade from an earlier version of Windows, what can you take with you? For the upgrade to Windows 8, Microsoft has changed again what can and cannot be transferred, so you might find that if you are upgrading from Vista, for example, that it’s simply not worth doing. Table 1 presents a synopsis of what can upgrade.

Table 1. Items That You Can Upgrade to Windows 8

  

When upgrading from…

 

You Can Transfer

Windows 7

Windows Vista

Windows XP

Applications

Yes

No

No

Windows settings

Yes

Yes

No

User accounts and files

Yes

Yes

Yes

Note

There are so many differences between the 32-bit (x86) and 64-bit (x64) versions of Windows that I would not recommend upgrading. And be aware that Windows will not allow you to move from an x64 OS to an x86 OS.

When you upgrade, you need to know that not everything will work afterward and some things might even conflict. The Windows 8 Upgrade Advisor will run automatically and inform you of any potential problems and incompatibilities with your software and hardware. If you have Microsoft Security Essentials installed, you will need to uninstall it before upgrading because antivirus is built in to Windows 8 and Security Essentials won’t work. There might also be hardware drivers that are incompatible, although generally the driver model for Windows Vista, Windows 7, and Windows 8 are the same.

Caution

Whenever you perform a clean install or especially an upgrade of Windows, you must first ensure that you have a complete and up-to-date backup of all your files, data, and documents.

How Big Should Partitions Be?

The size of your hard disk and how you intend to use your computer will determine how big you should make your partitions. I would always suggest that you have a minimum three partition structure: one for Windows 8, one for files, and one for a backup copy of Windows.

Your backup partition should be the same size as your Windows 8 partition if you only want to keep a backup copy of Windows 8 on it. It will need to be bigger if you also want to keep files and software installers there, too.

Note

If you want to keep a custom system image and a custom refresh image (which I recommend), your backup partition will need to be double the size of your Windows 8 installation.

You can use Table 2 as a guide for how large your Windows 8 partition should be. Please note these figures are suggestions only. If you use development software (web, programming, or design), you might find you will need more space for your programs.

Table 2. Recommended Windows 8 Partition Sizes for Various Use Scenarios

PC Usage

Windows 8 Partition Size

Light business

30 GB; Enter 30720 in the partition size box

Light home

30 GB to 50 GB; Enter 30720 or 51200 in the partition size box

Power user

50 GB to 200 GB; Enter 51200 or 204800 in the partition size box

Developer

100 GB; Enter 102400 in the partition size box

Video/photo editor

100 GB to 200 GB; Enter 102400 to 204800 in the partition size box

Gamer

100 GB to 300 GB; Enter 102400 to 307200 in the partition size box

So what do you do about creating partitions for your files and Windows image backup? The best practice advice is this: if you have more than one physical hard disk in your computer, always put the image backup on the secondary drive and probably the files there, as well. This ensures that if the hard disk containing Windows fails, you don’t lose your files or backup, and if the disk containing the files and backup fails, you still have a working copy of Windows.

However, if you are on a single-disk system—which is much more likely, especially given that most new Windows 8 computers these days are either all-in-one affairs, laptops, or tablets—your backup partition should be the same size (perhaps slightly less as you need some extra overhead room for temporary files, downloads, and the like on your main Windows partition) than the Windows 8 partition, and your files partition should occupy all the space you have left.

This is generally fine on a desktop or all-in-one computer which will come with a hard disk of 1 TB or more, but what if you are installing Windows 8 on an Ultrabook or a tablet that only comes with a 128-GB solid-state drive (SSD)? In this circumstance, I would suggest skipping the backup partition and instead creating a backup image on a DVD, or better still, an external USB hard disk.

INSIDE OUT: Blowing away the OEM restore partition

Computer manufacturers, known as Original Equipment Manufacturers (OEMs), will almost always put a hidden restore partition on your computer. This might currently contain a copy of Windows 7 or even Windows Vista. If you need to reclaim valuable hard disk space and don’t mind deleting the original Windows image that shipped with your computer, you can delete this partition by using the Windows installer.

What to Do When Windows 8 Is Installed

After Windows 8 is installed, you need to complete the following important tasks before you get to the job of installing all your software and using the OS in earnest:

  • Windows 8 is the first version of Windows that comes standard with antivirus protection. If you prefer using different antivirus software instead of Microsoft Security Essentials (known in Windows 8 as Windows Defender), then you should install this first.

  • Install only software you will definitely use regularly. Skip loading software you will use only rarely or might not use at all; when you are ready to use it, you might find that it’s been upgraded anyway.

  • Try to avoid installing shareware or trial version software. Although many amateur software authors do write some excellent applications, it rarely goes through the same quality control procedures as commercial packages. Shareware and similar software can cause problems on a PC.

  • Update all the installed software to get any upgrades. This is especially important for Adobe Acrobat Reader because PDF files are often used to hide viruses.

  • Activate your software and enter the required product keys to keep the software from becoming unusable if you need to restore it from a backup.

For a new installation of Windows 8, I recommend the following series of steps:

  1. Run Windows Update to make sure you have the latest updates to the operating system. Do this several times; restart the PC after each update to ensure that your computer is current. You can access Windows Update by searching for it on the Start screen or from PC Settings.

  2. Ensure that Windows 8 is activated. If you don’t activate Windows 8, it might become inoperable if you at some point restore from a backup. To activate Windows 8 from Control Panel, click System And Security, and then click System. The option to activate Windows 8 is at the bottom of the window.

  3. Modify Windows 8 settings to your preferences (regional settings, for example). Read the following section for details about how to do this.

Caution

It’s important that you don’t do too much regular work while getting Windows 8 ready to create a system image backup. Avoiding regular work helps to ensure that nothing can go wrong during this important period.

Useful Windows 8 Settings to Change

By default, Windows 8 is set up to be efficient and you don’t need to tweak many settings. There are still, however, some that I would recommend you make that can enhance performance (the computer’s performance, that is, not the type you get told about in spam emails!) and make the operating system run more smoothly in general.

You access these settings in the desktop Control Panel, as shown in Figure 3. To access this, on the Start screen, type the word control to search for it.

The desktop Control Panel in Windows 8

Figure 3. The desktop Control Panel in Windows 8

Windows 8 uses a space on your hard disk drive called virtual memory to help better manage the computer’s physical memory and to load programs quickly. By default, Windows manages the size of the virtual memory file (also known as the paging file), but this means that it can grow and shrink and cause problems that ultimately slow down access to the files and data on the hard disk.

To change the virtual memory size, follow these steps:

  1. In the Control Panel, click System And Security and then click System.

    A new list of options appears.

  2. In the blue panel on the left side of the window, click Advanced System Settings.

  3. In the System Properties dialog box, click the Advanced tab.

  4. In the Performance section, click Settings, as shown in Figure 4.

    The Advanced tab in the System Properties dialog box in Control Panel

    Figure 4. The Advanced tab in the System Properties dialog box in Control Panel

  5. In the dialog box that appears, click the Advanced tab, and then click the Change button.

    The Virtual Memory dialog box opens, in which you can change the virtual memory settings, as shown in Figure 5.

Setting the virtual memory page file size

Figure 5. Setting the virtual memory page file size

Clearing the Automatically Manage Paging File Size For All Drives option and selecting the Custom Size option instructs Windows to keep this paging file the same size all the time. This can help keep access to your files fast.

The recommended amount of disk space is displayed toward the bottom of the Virtual Memory dialog box (4577 MB in the example in Figure 5). Enter the recommended paging file size for your computer in both the Initial Size (MB) text box and Maximum Size (MB) text box, click Set, and then click OK to close the dialog box.

In Control Panel, you can also change regional and language settings and get access to the Device Manager to check that the drivers for all of your hardware are installed.

Managing Startup Programs

When you wanted to manage your Startup programs in previous versions of Windows you would launch MSConfig and go to the Startup tab. MSConfig is still in Windows 8, but it no longer manages programs that run at startup. For that, there’s the new Task Manager.

This not only makes sense but it also makes it much simpler for users to manage what runs when their computers start; after all, it’s been years now since programs could almost always be found in the Startup folder in the Start menu.

You’ll want to run the Task Manager in More Details mode. To do so, click the More Details button on the lower-left corner of the Task Manager window.

Click the Startup tab to display a list of software that runs when the computer starts, as illustrated in Figure 6.

The improved Task Manager in Windows 8 now manages Startup software

Figure 6. The improved Task Manager in Windows 8 now manages Startup software

If you want to disable a program, highlight it, and then in the lower-right corner of the window, click the Disable button. It really couldn’t be any simpler.

One thing that’s very worthy of note on this tab is the new Startup Impact column. This helps you to make much more informed decisions about what needs to be disabled and what can be left enabled because it gives you a reasonable indication of how long it takes each program to load when Windows first starts.

Moving Your Files Away from Windows

One of the biggest problems with Windows traditionally—well, so far as I am concerned anyway—is that it’s always kept your important files and documents on the same physical partition as your copy of Windows. This can cause all manner of problems if Windows fails .

Despite Windows 8 being more stable and reliable than any previous versions of Windows, the thought of keeping my files on the same partition still fills me with dread, and I never recommend that anybody ever do this.

INSIDE OUT: Why move your files away from Windows 8?

Although Windows 8 is a very stable operating system, your PC is still not a consumer electronic device. Windows could become corrupt with little or no notice. If you must reinstall Windows at some point, you could lose all of your files and data if they are stored on the same drive or partition where you originally put the operating system. That’s why it is important to separate your data from Windows on your PC.

Now there are several ways to move your files and data away from Windows 8, including the official way, which involves changing all the default store folders for libraries, one at a time. This is a very long and, dare I say, arduous way to do the job when there’s actually a much simpler and quicker way to perform the same task, which I describe in the following:

  1. Open File Explorer.

  2. At the left side of the Address Bar, click the first arrow, just next to the folder icon, as depicted in Figure 7.

    Using the Address bar in File Explorer

    Figure 7. Using the Address bar in File Explorer

  3. On the drop-down menu that appears, click your user name.

  4. Select your user folders. I would always recommend Downloads, Favorites, My Documents, My Music, My Pictures, and My Videos.

  5. On the ribbon, click Cut.

  6. Go to the hard disk or partition on which you want the user folders stored.

  7. On the ribbon, click Paste.

Caution

Be sure to select Cut and not Copy in step 3, which will not move the files; it will simply duplicate them.

Backing Up Windows 8

When Windows Vista introduced a full image backup system, IT professionals became very excited (well, I did anyway). When this was expanded to include every edition of Windows 7 (not just Professional and above), people became even more excited (even if was just me again).

With Windows 8, there are not one but two ways to create an image backup. 

The reason for this is that if Windows spectacularly fails and you can’t load the refresh option from the boot loader, you will need a full image containing both Windows 8 and the boot loader that you can reinstall from a USB pen drive or from a DVD startup repair disc.

This option has been moved (slightly) in Windows 8, and there is no longer a Backup & Restore option in the Control Panel. It is now called Windows 7 File Recovery, but you can still find it in the Control Panel.

  1. In the Control Panel, change the View By setting to Large Icons or Small Icons to show all the Control Panel items.

  2. Open the Windows 7 File Recovery window (see Figure 8).

  3. In the panel on the left, in File Recovery, click Create A System Image.

    Using Windows 7 File Recovery

    Figure 8. Using Windows 7 File Recovery

  4. In the dialog box that appears, select the location where you want to store your Windows image backup, as shown in Figure 9, and then click Next.

    Creating a system image backup

    Figure 9. Creating a system image backup

    Windows 8 will automatically select your Windows and System Reserved partitions for backup.

  5. Click Next to start the backup process.

INSIDE OUT: Network backup precautions

Don’t back up your operating system to a network location if your computer connects to the network only via Wi-Fi, because you will be unable to see the backup if you need to restore it. Only do a network backup if you connect via a physical network cable. This is because you restore the image from the boot system of the installation DVD, and Wi-Fi networks cannot be seen by Windows in this mode.

Windows 8 is now backed up, although it is also advisable to create a refresh image, as well. This can usually be stored on your Files partition if no space exists on your Backup partition for it.

Summary

Although Windows 8 is very well configured and very robust on a clean install, there are still many things that have not changed since the days of Windows 98. The auto-sizing of the virtual memory Page File, for example, still means that you have a file that will expand and contract all the time. On a mechanical hard disk this can cause problems with file fragmentation, slowing down file access times, and on a solid-state disk it simply wastes usable space.

Ensuring that you have suitable image backups is essential, too. Even though it might seem overkill to create a system restore image and a custom refresh image, the latter means that you don’t have to configure all the changes you have made to your computer since you first made it, and the former means you’re covered for almost any disaster than can befall your computer.

 
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