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Installing and Upgrading Windows

Installing and Upgrading Windows. Chapter 5. Overview. In this chapter, you will learn how to Identify and implement pre-installation tasks Install and upgrade Windows XP, Windows Vista, and Windows 7 Troubleshoot installation problems Identify and implement post-installation tasks.

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Installing and Upgrading Windows

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  1. Installing and Upgrading Windows Chapter 5

  2. Overview • In this chapter, you will learn how to • Identify and implement pre-installation tasks • Install and upgrade Windows XP, Windows Vista, and Windows 7 • Troubleshoot installation problems • Identify and implement post-installation tasks

  3. Installing and Upgrading Accomplished in three main steps Step one: Prepare for installation Step two: Install Step three: Perform post-installation tasks

  4. Preparing for Installation or Upgrade Identify hardware requirements Verify hardware and software compatibility Decide: Clean install or upgrade? Back up data Select an installation method Identify partition and file systems to use Determine computer’s network role Decide on language and locale settings Plan for post-installation tasks

  5. Identify Hardware Requirements Core resources • CPU • RAM • Free hard disk space Miscellaneous • Video adapter • Display • Storage devices

  6. Verify Compatibility • Verify hardware and software compatibility • Windows Logo’d Product List (previously known as HCL) • Tested and verified to work with your OS • Products not listed may also be supported

  7. Verify Compatibility (continued) • Several sources for hardware compatibility information • The Setup Wizard that runs during the installation does a quick check of your hardware. • A free utility (usually called Upgrade Advisor) can be run on a system to see if the hardware and software will work with a newer version of Windows. • Microsoft provides Web sites where you can search by model number of hardware or by a software version to see if it is compatible with Windows—they evolved from the HCL text file to the Windows Logo’d Product list to the current Windows 7 Compatibility Center.

  8. Verify Compatibility (continued) • Several sources for hardware compatibility information (continued) • The manufacturer of the device or software will usually provide some form of information, either on the product box or on their Web site, concerning Windows compatibility.

  9. Verify Compatibility (continued) Figure 1: Upgrade Advisor

  10. Verify Compatibility (continued) Figure 2: Windows Compatibility Center

  11. Verify Compatibility (continued) Figure 3: Untested device in Windows XP

  12. Clean Install or Upgrade • Clean install • Usually done on an empty hard disk or one on which you’re completely replacing an existing installation • All applications must be installed (or reinstalled) • Upgrade • New OS installs on top of the old one • Many previous settings and capabilities retained • Applications don’t need to be reinstalled • Microsoft uses the term “in-place upgrade” to define an upgrade installation

  13. Clean Install or Upgrade (continued) • Multiboot • Doing a clean install side by side with another OS. • Enables you to boot to more than one OS. • Windows XP can be installed in a separate folder from an existing older copy of Windows, enabling you to put two operating systems on the same partition. • Neither Windows Vista nor Windows 7 allows you define the install folder, so multibooting using Windows Vista or 7 requires you to put each installation on a different partition.

  14. Clean Install or Upgrade (continued) • Multiboot (continued) • Windows Vista and Windows 7 enable you to shrink the C: partition, so if you want to dual-boot but have only a single drive, use Disk Management to shrink the volume and create another partition in the newly unallocated space. Install another copy of Windows to the new partition.

  15. Other Installation Methods • Other installation methods • Not only CD-ROM—also DVD, USB, or special CD-ROMS • Can be installed over the network (called a remote network installation) • An unattended installation is done when scripts are included to configure the installation without any user intervention • Can use imaging using tools such as Norton Ghost, PowerQuest’s Drive Image, or Acronis’s True Image—often used when you have a lot of computers with identical hardware

  16. Other Installation Methods (continued) • Other installation methods (continued) • Remote Installation Services (RIS, proprietary to Microsoft) was implemented with Windows 2000, but it was replaced by Windows Deployment Services (WDS) in Windows Server 2008 and 2008 R2.

  17. Determine How to Back Up Data • If data saved to central server, skip this step • If data exists on local drive, back it up • Back up to network server, DVD, USB, hard drive, etc. • Will need to restore data from this location after upgrade or reinstall

  18. Select an Installation Method • Two basic choices • Optical disc (CompTIA A+ focus) • Boot from CD or DVD and start installation • Over the network • More for CompTIA Network+ techs and network administrators

  19. Determine Partition and File System • Partition • Create when drive first created (or use third-party tools to repartition) • If multiboot, use one partition for each OS • File system • Use NTFS whenever possible—security features are valuable • Most multiboot systems and OSs support NTFS, so FAT or FAT32 should not be necessary

  20. Network Role • Determine your computer’s network role • Standalone (in a single-member workgroup) • Workgroup (also known as a peer-to-peer network) • Domain (central domain controller exists) • Windows 7 can also belong to a homegroup in a home network environment

  21. Language, Locale, andPost-Installation Tasks • Decide on your computer’s language and locale settings. • Plan for post-installation tasks (for instance, do you need Internet access for patching or accessing backed-up data?). • Install service packs, hotfixes, etc. • Update drivers. • Reconfigure settings such as network settings. • Install applications.

  22. The Installation and Upgrade Process

  23. Installing or Upgrading to Windows XP Professional • Upgrade paths • Can upgrade from Windows 98 , Me, NT 4.0 (Service Pack 5 and up), Windows 2000 Pro, and XP Home

  24. Installing or Upgrading to Windows XP Professional (continued) Table 1: Windows XP Hardware Requirements

  25. Hardware and Software Compatibility with XP • Upgrade Advisor • First process that runs from setup.exe • Provides list of devices and software known to have issues with XP • Can be run by itself • From Microsoft’s Web site • Or winnt32 /checkupgradeonly • On the installation CD or can be downloaded for free

  26. Windows XP Installation • Bootable CD-ROM boots into Setup • May need to set boot order in BIOS • Registration—optional • Activation (Microsoft Product Activation or MPA) • Mandatory within 30 days • Antipiracy mechanism • System disabled after 30 days if not activated • Via Internet or phone

  27. Activation Figure 4: Activation takes just seconds with an Internet connection.

  28. Windows Vista Installation Upgrade paths to Vista are complicated Windows 2000 to Vista requires clean installation Variables Version of XP (Professional, 32-bit, etc.) Version of Vista Must start the upgrade process from within the older operating system

  29. Windows Vista Installation (continued) Table 2: Vista’s Labyrinthine Upgrade Paths

  30. Windows Vista Installation (continued) Table 3: Windows Vista Hardware Requirements

  31. Installing or Upgrading to Windows 7 • The upgrade path to Windows 7 is available only from Windows Vista. • Must be 32-bit to 32-bit or 64-bit to 64-bit • All XP editions require a clean installation to upgrade to 7. • Upgrading to a higher edition with more features can be done with the built-in Windows Anytime Upgrade feature.

  32. Installing or Upgrading to Windows 7 (continued) Table 4: Installing or Upgrading to Windows 7

  33. Installing or Upgrading to Windows 7 (continued) • Hardware Requirements for Windows 7 • With Windows 7, Microsoft released a single list of system requirements, broken down into 32-bit and 64-bit editions • 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor • 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit) • 16 GB available hard disk space (32-bit) or 20 GB (64-bit) • DirectX 9 graphics device with WDDM 1.0 or higher driver

  34. Installing or Upgrading to Windows 7 (continued) • Additional requirements for some games and performance options may require additional or higher-level hardware • Aero desktop requires a video card with 128 MB of graphics memory. • Some games and programs may require a DirectX 10-compatible graphics card (most newer graphics cards are compatible with DirectX 10). • HomeGroup requires a network and PCs running Windows 7. • Windows XP Mode requires an additional 1 GB of RAM and an additional 15 GB of available hard disk space.

  35. Installing or Upgrading to Windows 7 (continued) • Additional requirements (continued) • The 32-bit editions of Windows 7 can handle up to 32 processor cores, and the 64-bit editions of Windows 7 support up to 256 processor cores. • Windows 7 Professional, Ultimate, and Enterprise can handle two physical CPUs, but Windows 7 Starter and Home Premium support only one physical CPU.

  36. For Upgrades, Follow These Pre-Upgrade Steps Remember to check hardware and software compatibility. Back up data and configuration files. Perform “spring cleaning.” Perform disk scan (error checking) and defragmentation. Uncompress all files, folders, and partitions. Perform virus scan and disable or remove virus-checking software. Disable CMOS virus checking. Be prepared to do clean install.

  37. Windows XP Clean Install • Start by booting to CD-ROM • Text mode • Can partition drive in this mode • Choose file system (usually NTFS)

  38. Windows XP Clean Install (continued) Figure 5: Windows Setup text screen

  39. Windows XP Clean Install (continued) Figure 6: Welcome text screen

  40. Windows XP Clean Install (continued) Figure 7: Partitioning text screen

  41. Windows XP Clean Install (continued) Figure 8: Choosing NTFS

  42. Windows XP Clean Install (continued) • Graphical mode • Enter product key. • Enter computer name and administrator password. • Choose network settings. • Wait for completion.

  43. Windows XP Clean Install (continued) Figure 9: Beginning of graphical mode

  44. Windows XP Clean Install (continued) Figure 10: Product key

  45. Windows XP Clean Install (continued) Figure 11: Computer name and administrator password

  46. Windows XP Clean Install (continued) Figure 12: Selecting typical network settings

  47. Windows XP Clean Install (continued) Figure 13: The Big Copy

  48. Windows XP Clean Install (continued) Figure 14: Windows XP desktop with Bliss background

  49. Windows Vista/7 Clean Installation Process Fully graphical installation process—both Vista’s and 7’s installation processes are virtually identical. Insert the Vista/7 DVD and reboot the computer to the DVD.

  50. Windows Vista/7 Clean Installation Process (continued) Figure 15: Windows 7 and Vista splash screens

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