WINDOWS 7 UPGRADE AND MIGRATE

WINDOWS 7 UPGRADE AND MIGRATE Last Edited: 2012-07-10 1

System requirements... 4 Check with Windows 7 Upgrade Advisor... 5 Compare Windows 7 versions... 10 Determine the best migration option... 12 Scenario #1: Buying a PC with Windows 7 pre-installed... 12 Scenario #2: Installing Windows 7 alongside Windows XP... 12 Scenario #3: Replacing Windows XP with Windows 7... 13 Upgrade from other Windows versions... 13 Transfer old files with Windows Easy Transfer... 15 Install Windows Easy Transfer for Windows XP... 15 Use Windows Easy Transfer... 17 Install Windows 7... 22 Perform a clean install on a new partition... 22 Install Windows 7 to replace Windows XP... 28 Explore old XP files stored automatically by Windows 7... 29 Deal with device drivers... 30 Install automatically drivers in Windows 7... 30 Manage the device drivers... 31 Update Driver Software... 34 Last Edited: 2012-07-10 2

Run a Windows XP program in Windows 7... 35 Understand how Windows XP Mode works... 35 Before download Windows XP Mode with Virtual PC... 36 Download and install Windows XP Mode with Virtual PC... 38 The following training document is using Microsoft Help and Support and Lynda.com Last Edited: 2012-07-10 3

System requirements There are certain minimum system requirements for installing Windows 7. To find the current processor information, do the following: Click Start button Choose Run In the Run dialog box, type winmsd.exe Click OK button Last Edited: 2012-07-10 4

The System Information dialog box will appear, select System Summary to see all the details of the system information on the right hand side of the dialog box If you see x86 next Processor item, your processor is 32-bit processor If you see x64 or amd64 next to Processor item, you processor is 64-bit processor Check with Windows 7 Upgrade Advisor To check if your PC can run Windows 7, do the following: Go to http://windows.microsoft.com/en-us/windows/downloads/upgrade-advisor Last Edited: 2012-07-10 5

Scroll down to the bottom of the web page and click on Download the Windows 7 Upgrade Advisor button under Before you begin Click Download button The File Download Security Warning Dialog Box is displayed with the message Do you want to run or save this file, click Run button Last Edited: 2012-07-10 6

Click Run button again to confirm to run the program The Windows 7 Upgrade Advisor Wizard Dialog Box is displayed Select I accept the license terms option Click Install button Click Browse button to select the location to install the program, then click Install Last Edited: 2012-07-10 7

After the program is installed in the computer, click Close button to complete the installation Go to Desktop screen, double click on Windows 7 Upgrade Advisors icon If there is any permission required, you will need to answer Yes The Windows 7 Upgrade Advisor Dialog Box is displayed, click Start check button Last Edited: 2012-07-10 8

The program will start checking compatibility to upgrade to Windows 7 Attached devices such as printers, scanners as well as USB devices, would be taken into consideration The program is also going to choose which edition of Windows 7 is best for the current hardware After the program finished scanning the system, the report is displayed which gives the user a recommendation for the system requirement Last Edited: 2012-07-10 9

Compare Windows 7 versions Go to Microsoft website http://www.microsoft.com/en-us/default.aspx Click Windows tab and choose Windows 7 The Windows 7 homepage is displayed Last Edited: 2012-07-10 10

Compare heading will provide comparison charts such as: Features between versions of Windows 7 Features between Windows 7, Windows XP and Windows Vista Features between PC vs. Mac Last Edited: 2012-07-10 11

Determine the best migration option Scenario #1: Buying a PC with Windows 7 pre-installed Install programs Transfer files and settings from old PC to new PC by using Windows Easy Transfer Scenario #2: Installing Windows 7 alongside Windows XP Must create a separate partition first Install Windows 7 Install program Transfer files and settings from XP partition to Windows 7 partition Last Edited: 2012-07-10 12

Scenario #3: Replacing Windows XP with Windows 7 Run Windows Easy Transfer first in XP Install Windows 7 over Windows XP Install programs Run Windows Easy Transfer in Windows 7 to retrieve files and settings Upgrade from other Windows versions When upgrading to Windows 7 from other versions of Windows, most likely you will be able to keep all of your programs, all the files you ve created using those programs, even some of the settings that you ve saved in that previous version of Windows. However, because there are different editions and different versions of those editions, you may run into issues where you need to perform a custom installation. Otherwise, you can do an In-Place Upgrade which will automatically back up your files and programs you ve installed Last Edited: 2012-07-10 13

Quick notes: If you have got a 32-bit version of a previous version of Windows, you need to upgrade to the 32-bit version of Windows 7 to be able to do an In-Place Upgrade. If you are going to a 32-bit version of Vista to 64-bit version of any Windows 7 editions, it s a Custom Install Last Edited: 2012-07-10 14

Transfer old files with Windows Easy Transfer If your PC is going to be upgraded from Windows Vista to Windows 7, there is a program called Windows Easy Transfer which will allow you to choose the folders and files you want to bring over, copy User Accounts, Program Settings, Internet Settings and Favorites, and even E- mail settings such as your contacts and messages If your PC is going to be upgraded from Windows XP, you have to do a Custom Install which would normally mean manually copying all of the files and folders you want to transfer to the new Windows 7. However, there is a program called Windows Easy Transfer for Windows XP which can be downloaded from Microsoft website Install Windows Easy Transfer for Windows XP Go to http://www.microsoft.com/download/en/details.aspx?id=7349 Click Continue Last Edited: 2012-07-10 15

If a yellow bar popped up under the toolbar of the web browser, right click on the yellow bar and select Install this Add-on for All Users on This Computer option in order to install Window Genuine Advantage add-on for Internet Explorer If there is any permission required, you will need to answer Yes Click Download button If your PC is running a 64-bit Windows XP version, choose tfrcable_x64.exe file to download If your PC is running a 32-bit Windows XP version, choose tfrcable_x86.exe file to download Last Edited: 2012-07-10 16

The File Download Security Warning Dialog Box is displayed with the message Do you want to Run or save this files, click Run button Click Run button again to confirm to Run the program Use Windows Easy Transfer Click Start button, enter the word easy in the Search box and click Windows Easy Transfer to launch the program Last Edited: 2012-07-10 17

The Window Easy Transfer Wizard Dialog Box is displayed The Windows Easy Transfer for XP supports transfers via any one of the following methods: USB Easy Transfer Cable Network Connection Removable media (such as a USB flash drive or external hard disk) If you choose transferring via an external hard disk or USB flash drive, select whether or not this is a new computer or the old one which is the old Windows version Select This is my new computer option if you already copied files and settings of the Windows XP version to the USB and would like to transfer them to the Windows 7 version Select This is my old computer option to copy files and setting of the Windows XP version Last Edited: 2012-07-10 18

Choose one of the following options: Click Yes if all the files and settings have been backed up to the external hard drive or USB drive Browse the removable device saves the transfer file Last Edited: 2012-07-10 19

Select transfer files Click Open Enter the password if required to access those files and click Next button Last Edited: 2012-07-10 20

Choose what you want to transfer to this computer and then click Transfer button After all files and settings are transferred, click Close or click See what was transferred to see the Window Easy Transfer Report Click No if you haven t back up the files and settings to transfer to Windows 7 so that you can go through the process of backing up all your files and settings Last Edited: 2012-07-10 21

Install Windows 7 Perform a clean install on a new partition If you would like to try out Windows 7 and keep XP available while you transition to the new operating system, you might consider installing Windows 7 to its own partition. Before installing Windows 7, you will need to create a new partition on your hard drive to hold the new installation of Windows and this partition process can be manipulated from the installation process Step 1: Insert the Windows 7 installation disk into the drive Step 2: Reboot the computer Note: make sure that your computer allows you to boot from your CD or DVD drive After you reboot the computer, the first screen is a black screen showing you that Windows is loading files The next screen is showing that it s Starting the installation process Last Edited: 2012-07-10 22

Step 3: The Install Windows Dialog Box displays Select Language, Time and Currency format that you want to use and your keyboard or input method, and then click Next Step 4: Click Install Now Last Edited: 2012-07-10 23

Step 6: Click I accept the license terms checkbox in the bottom-left corner, and then click Next Step 7: Click Custom (advanced) option Last Edited: 2012-07-10 24

Step 8: Select a desired partition Step 9: Click Drive options (advanced) to get some additional commands Step 10: Click New to create a new partition After a new partition is created, the next screen is actually going to start the installation Last Edited: 2012-07-10 25

Step 11: Click Restart now to complete the installation process Your computer might restart many times during the installation process. After completing the installation, the Starting Windows screen will display Step 12: Follow the prompt dialog box to complete the Setup Windows process Last Edited: 2012-07-10 26

Last Edited: 2012-07-10 27

Install Windows 7 to replace Windows XP Backup files, settings, email and other data on Windows XP by using Windows Easy Transfer Following the steps of perform a clean Windows 7 installation. However, you can skip Step 9 and Step 10 because you don t have create partition on the local hard drive to install Windows 7 Last Edited: 2012-07-10 28

Explore old XP files stored automatically by Windows 7 Once the installation of Windows 7 has completed, you can find your old XP files that were backedup and stored in Windows 7 Click Start button and choose Computer Double click on the drive that Windows 7 was installed on, for example Local Disk (C:) In the root section of selected hard drive, find the folder named Windows.old and double click on it to access to your old XP files Last Edited: 2012-07-10 29

Deal with device drivers Drivers are those small files that are typically hidden away that actually drive the devices you connect to your computer. For example, when you plug in a digital camera, a driver is necessary to make that device work on your computer Install automatically drivers in Windows 7 In Windows 7, when new devices are connected to the PC the first time, the drivers typically are found and installed Connecting a digital camera in Windows 7 Typical devices might be connected to the computer include printers and scanners, cameras, video cameras, mass storage devices and so on. However, depending on which devices are connected in Windows 7, the AutoPlay Dialog Box will pop up with different options Last Edited: 2012-07-10 30

Manage the device drivers Device Manager is used to view a list of hardware devices installed on the computer, set properties for each device, update installed drivers or remove them Click Start button Type device in the Search box and click on Device Manager under Control Panel section The Device Manager window is displayed Select a device by click on the little triangles next to each catalogue of device type to expand the list Last Edited: 2012-07-10 31

To view options of selected device driver, go to File Options To update the driver software or uninstall the driver, go to Actions select Update Driver Software or Uninstall option To see properties of the selected device, right click on the selected device and choose Properties from the shortcut menu to see information and options about the device as well as its driver under tabs in Device Properties windows Last Edited: 2012-07-10 32

Under the Driver tab, there are some options: Driver Details Update Driver Disable Uninstall There are some other common options can be found from the shortcut menu such as: Update Driver Software Disable Uninstall Scan for hardware changes Last Edited: 2012-07-10 33

Update Driver Software Select Update Driver Software option either from the Action drop down list or from the shortcut menu of the device The Update Driver Software Wizard is displayed, select one of two options to search for updated drivers Search automatically for updated driver software this option requires Internet connection (recommended) Browse my computer for driver software this option will allow user to browse the computer for the updated software and do it manually Quick notes: Some devices, for example an old MP3 player, would not be recognized in Windows XP and Windows Vista. After they are plugged in Windows 7, a window will pop up to indicate there might be a problem with some of the files on the device even though the device drivers were found and the software installed successfully. In this case, you choose one of the following options: Scan and fix option Continue without scanning Because some really old devices have drivers that can t be found after the device was plugged into the computer, you need to go to the manufacturer s website to try to find the driver, download it and install it Last Edited: 2012-07-10 34

Run a Windows XP program in Windows 7 Many people do not want to upgrade from Windows XP to Windows Vista or Windows 7 because some of their older XP programs can t run in these new Windows versions. However, Microsoft builds on virtual PC with XP Mode to resolve this issue and this new and powerful feature, included the virtual PC based, virtual environment and fully licensed copy of Windows XP with Service Pack 3, can be downloaded as a free download from Microsoft website Understand how Windows XP Mode works Using Windows XP Mode, you can run programs that were designed for Windows XP on computers running Windows 7 Professional, Enterprise, or Ultimate editions Windows XP Mode works in two ways both as a virtual operating system and as a way to open programs within Windows 7. Windows XP Mode runs in a separate window on the Windows 7 desktop, much like a program, except it's a fully functional version of Windows XP. In Windows XP Mode, you can access your physical computer's CD/DVD drive, install programs, save files, and perform other tasks as if you were using a computer running Windows XP. When you install a program in Windows XP Mode, the program appears in both the Windows XP Mode list of programs and in the Windows 7 list of programs, so you can open the program directly from Windows 7. Programs installed in Windows XP Mode in the Windows 7 Start menu (Sources: Microsoft - Install and use Windows XP Mode in Windows 7 ) Notes: Almost all programs compatible with Windows Vista, and the majority of Windows XP programs, Run well in Windows 7. If a program doesn't, first try the Program Compatibility Last Edited: 2012-07-10 35

troubleshooter. It can fix several problems and is included in all editions of Windows 7 Click the Start button Click Control Panel In the search box, type troubleshooter, and then click Troubleshooting Under Programs, click Run programs made for previous versions of Windows Some hardware and devices that work in Windows 7 might not work in Windows XP Mode. They might not be detected in Windows XP Mode. If you're playing music or video in Windows XP Mode using Windows Media Player, and you maximize or minimize the Windows XP Mode window, Windows Media Player will stop playing. This is due to the way Windows XP Mode works in Windows 7. To resume playback, click the Play button in Windows Media Player. Before download Windows XP Mode with Virtual PC In order to use Windows XP Mode, it s necessary to make sure that the computer meets certain system requirements. Otherwise, Windows Virtual PC and Windows XP Mode will not work correctly even though the program might be able to be downloaded and installed. To determine whether the PC supports hardware virtualization, download and rin the Hardware-Assisted Virtualization Detection Tool Go to http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=592 Download and run the application called havdetectiontool.exe Last Edited: 2012-07-10 36

After you run the application, a window will pop up to indicate if the PC has a CPU that will have the support for hardware virtualization If you receive the message This computer does not have hardware-assisted virtualization, your computer does not meet the hardware requirement for Windows Virtual PC but you can still use Windows 7 XP mode by running the hotfix from Microsoft Support Center. Be aware that XP Mode will Run much better if hardware-assisted virtualization can be enabled. For more details about the hotfix, go to http://support.microsoft.com/default.aspx?scid=kb;en- US;977206 If you receive the message Hardware-assisted virtualization is not enabled on this computer, you need to follow the instruction to turn on hardware virtualization in your PC BIOS which are specific to OEM models. For more details about manually configuring BIOS settings, go to http://www.microsoft.com/windows/virtual-pc/support/configure-bios.aspx and scroll down to Step 2 If you receive the message This computer is configured with hardware-assisted virtualization, you can download and install Windows XP Mode with Virtual PC Last Edited: 2012-07-10 37

Download and install Windows XP Mode with Virtual PC Go to http://www.microsoft.com/windows/virtual-pc/download.aspx Select the following options: Which edition of Windows 7 installed in the computer from the drop down list of Select system Which desired language for Windows XP Mode language from the drop down list of Select language Last Edited: 2012-07-10 38

Scroll down to Download and install Windows XP Mode section and follow steps below that section to download and follow the prompts to get it installed After the application was installed, do the following to run the application Click the Start button Go to All Program Click Windows Virtual PC folder and select Windows XP Mode Last Edited: 2012-07-10 39

The setup program will run if it s the first-time run A separate window of Windows XP desktop is displayed on Windows 7 desktop and this window can be resized as well as move around Last Edited: 2012-07-10 40