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.
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:
-
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.
-
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.
-
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.
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:
-
In the Control Panel, click System And Security and then click System.
A new list of options appears.
-
In the blue panel on the left side of the window, click Advanced System Settings.
-
In the System Properties dialog box, click the Advanced tab.
-
In the Performance section, click Settings, as shown in Figure 4.
-
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.
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.
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.
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:
-
Open File Explorer.
-
At the left side of the Address Bar, click the first arrow, just next to the folder icon, as depicted in Figure 7.
-
On the drop-down menu that appears, click your user name.
-
Select your user folders. I would always recommend Downloads, Favorites, My Documents, My Music, My Pictures, and My Videos.
-
On the ribbon, click Cut.
-
Go to the hard disk or partition on which you want the user folders stored.
-
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.
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.
-
In the Control Panel, change the View By setting to Large Icons or Small Icons to show all the Control Panel items.
-
Open the Windows 7 File Recovery window (see Figure 8).
-
In the panel on the left, in File Recovery, click Create A System Image.
-
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.
Windows 8 will automatically select your Windows and System Reserved partitions for backup.
-
Click Next to start the backup process.
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.
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.