Module 1 Installing Upgrading and Migrating to Windows

Module 1 Installing, Upgrading, and Migrating to Windows 7

Module Overview • Preparing to Install Windows 7 • Performing a Clean Installation of Windows 7 • Upgrading and Migrating to Windows 7 • Performing Image-based Installation of Windows 7 • Configuring Application Compatibility

Lesson 1: Preparing to Install Windows 7 • Key Features of Windows 7 • Editions of Windows 7 • Hardware Requirements for Installing Windows 7 • Advantages of Using 64 -bit Editions of Windows 7 • Options for Installing Windows 7

Key Features of Windows 7 • • Manageability Deployment The key features of Windows 7 Reliability and performance Productivity Enhanced security Enhanced user productivity Greater reliability and performance Improved Usability are categorized todata the following areas: Security Usability Multi-tiered protection Multi-tiered data protection ü Automation Flexibility Reduce (WIM)help format and imageü Windows Usability Imaging desk calls based deployment Data on protection at the document, file, directory, üü Application recovery and error reporting Improved user interface and accessibility Reliable and consistent performance using Built a fundamentally secure platform Improvements to user interface ü Clearer ways to organize, search for, and ü ü Fundamentally secured platform Improved data protection at document, ü ü Security computer and network levels Clearer ways to organize, search for, and Microsoft • Windows • App. Locker. TM features new hardware features based on Windows Vista foundation üü Modularization view information file, directory and computer levels Accessibility features ü view information Detection and recovery from hard disk and Windows Troubleshooting ü ü Multi-tiered data protection • Improvements Rights Management Services (RMS) New features and improvements to protect ü New features and improvements to protect Improved application recovery and error Windows Search Powershell 2. 0 Packs ü üü memory failures TM New communication, mobility, and Network deployment by using Windows Rights Management Services (RMS) ü in auditing Branch. Cache , viruses, Direct. Access, and VPN ü against worms, and malware New communication, mobility, and against worms, viruses, and malware reporting ü ü Reliability and performance File System (EFS) Group Policy networking features • Problem Steps Deployment Services with Multicast withpolicy TM üü Encrypting Reconnect Branch. Cache , Direct. Access, and VPN • Group TM networking features Windows® Bit. Locker Drive Encryption ü Auto-tuning network stack for more efficient Scripting Recorder ü multiple stream transfer and Dynamic driver Administrators work at user privilege level Detection and recovery from some hard preferences ü TM ü Reconnect Deployment work at user privilege level TM ü Administrators Windows® Bit. Locker Drive and Windows Bit. Locker To to Go. Encryption and bandwidth utilization • Improvements provisioning disk and Bit. Locker memory failures TM Windows To Go ü Streamlined User Account Control (UAC) System Restore ü Manageability ü Internet Protocol Security (IPsec) üü Streamlined User Account Control (UAC) ü runs in thefor background The new Deployment Servicing Auto-tuning network stack more and Tool and. Image ü Defragmentation Protocol Security (IPsec) ü Internet Productivity Reliability Monitor Management (DISM) and improvements in efficient bandwidth utilization User State Migration Tool (USMT) 4. 0

Editions of Windows 7 Consumers Windows 7 Windows Ultimate 7 Home Windows 7 Premium Enterprise Windows 7 • Professional Standard consumer edition Windows 7 Home • Does not Premium include business Windows 7 features Home Basic Windows 7 Starter Businesses Specialized Windows Enterprise Professional Windows Home Premium Enterprises Windows 77 7 Ultimate Home Enthusiasts Starter Basic Windows 7 • Targeted technical enthusiasts who want all edition, edition for targeted small and for managed lower mid • • Business-focused The standard edition forinsmall customer. It provides full Targeted for specifically value PCs for emerging form factor markets, PCs meant in Professional Windows 7 all Windows 7 features, without a Volume License environments, market companies mainly and large users enterprises who have networking, functionality on the latest hardware, easy ways to for accessing markets the internet and running basic Ultimate Enterprise agreement backup, and security needs andfeatures a visually rich environment productivity applications • • connect, Includes all available in multiple Windows. PCs 7 or Only 32 -bit servers • Includes all the same features as the Windows 7 Professional edition • • Includes all features available in Windows 7 Home All features of Business-focused Includes all features available in Windows 7 Starter • Business • • Features include: Enterprise Includes all features. Windows available in Windows 7 for Home features edition large Basic edition focused • Additionally, it includes: enterprises Premium edition • edition Improved Windows Taskbar and Jump Lists for • Not licensed for VDI scenarios • • Additionally, it includes: • small Bit. Locker and Bit. Locker To Go Additionally, it includes: and Search • • Windows • Additionally, it includes: Windows Glass, advanced windows mid-Aero App. Locker • lower No limit on number of programs younavigation can run and Aero background • market Ability to join afeatures, Home. Group Core business such as Domain Join and. PCs Emerging Markets Entry Level • • Direct. Access Live Thumbnail previews and enhanced visual Touch (Multi-touch and handwriting support) Group Policy • Windows Action Center, Device Stage, Fax and Scan experiences • • • • Include Branch. Cache Windows 7 network Windows 7 all Ability to create a Home. Group, which ease sharing across Data protection with advanced backup and • • business Enhanced media streaming, including Play To PCs and devices networking support (ad-hoc wireless Home Basic Starter Encrypted Fileinterface System • Advanced All worldwide languages features networks and internet connection sharing) • • Broad applications andauthoring device compatibility, with up DVD Video playback and • Ability to print to the right printer or work Enterprise Search Scopes Entry-level edition Value edition in at home to 3 concurrent programs • Windows Media Center, Snipping Tool, Sticky Notes, Windows with Location Aware Printing in all markets emerging (VDI) enhancements • • Virtual Desktop Infrastructure Journal and Windows Sideshow Secured, reliable and supported operating system markets • Remote Desktop host and Offline folders and ability to boot from a VHD

Hardware Requirements for Installing Windows 7 Hardware Edition Starter Home Basic Home Premium / Professional / Enterprise / Ultimate CPU 800 MHz 1 GHz RAM 512 MB 1 GB GPU SVGA Direct. X 9 Aero Capable Video RAM 128 MB HDD 20 GB 40 GB HDD Free 15 GB Optical Drive CD DVD

Advantages of Using 64 -bit Editions of Windows 7 Take advantage of 64 -bit processors: • Improved performance • More memory • Improved device support • Improved security Limitations: • Does not support the 16 -bit Windows on Windows (WOW) environment • WIM files can only contain either 32 or 64 -bit images, not both

Options for Installing Windows 7 Clean Installation • Install Windows 7 on a new partition • Replace an existing operating system on a partition Upgrade Installation • Replace an existing version of Windows with Windows 7 • All users applications, files and settings are retained Migration • Move files and settings from an old operating system to Windows 7 • Side-by-side or wipe and load

Lesson 2: Performing a Clean Installation of Windows 7 • Discussion: Considerations for a Clean Installation • Methods for Performing Clean Installation • Discussion: Common Installation Errors • Demonstration: Configuring the Computer Name and Domain/Word Group Settings

Discussion: Considerations for a Clean Installation When would you typically perform a clean installation of Windows? 5 min

Methods for Performing Clean Installation Running setup. exe from Install by using an CD/DVD a network CD/DVD imageshare Insert the Start Createthe a Start theto Start Connect product computer WIM file Running setup. exe from computer a network CD/DVD by a network share from a by using share the reference Windows containing product computer PE PE Windows 7 CD/DVD files Installing by using an image Complete Apply the Run the WIMwizard file to setup. exe the target from the computer network share and complete the wizard Image. X, Windows Deployment Service, Microsoft Deployment Toolkit

Discussion: Common Installation Errors What potential issues might you encounter when installing Windows? 5 min

Demonstration: Configuring the Computer Name and Domain/Workgroup Settings Your instructor will demonstrate how to configure domain and workgroup settings. 5 min

Lesson 3: Upgrading and Migrating to Windows 7 • Considerations for Upgrading and Migrating to Windows 7 • Identifying the Valid Upgrade Paths • Determining the Feasibility of an Upgrade Using Windows Upgrade Advisor • Process for Upgrading to Windows 7 • Tools for Migrating User Data and Settings • Process for Migrating to Windows 7 • Migrating User Settings and Data by Using WET

Considerations for Upgrading and Migrating to Windows 7 Upgrade: • Does not require the reinstallation of applications • Does not require additional storage space • Does not require replacing existing computer hardware • Is the recommended solution in home or small offices scenarios Migrate: • Requires a reinstallation of applications • Typically, requires more storage space • Typically, requires replacing existing computer hardware • Is the recommended solution to achieve a standardized environment in a large enterprise scenario

Identifying the Valid Upgrade Paths Windows Windows 95 98 ME NT 4 2000 Windows XP Windows Vista RTM Only clean install Clean install Migration • In-place upgrade • Clean install • Migration Windows Vista SP 1, SP 2 Windows 7 Windows Anytime Upgrade enables you to upgrade to a higher edition of Windows 7

Determining the Feasibility of an Upgrade Using Windows Upgrade Advisor is a downloadable web application that helps Windows users identify which edition of Windows 7 meets their needs Use Windows Upgrade Advisor to: • Provide suggestions about necessary hardware updates to install and run the appropriate edition and features of Windows 7 • Provide upgrade guidance to Windows 7 Requirements • . NET 2. 0 • MSXML 6 • 20 MB free HDD • Administrator privileges • Internet connection

Process for Upgrading to Windows 7 Evaluate Update Verify Update Back up Evaluate Upgrade Evaluate whether your computer meets the necessary requirements to run Windows 7: Keep operating system Back up toup date to After the upgrade: Protect against data loss, backup data requirements ü Hardware protect against any security threats: 7, To to Windows andperform settingsan byupgrade using appropriate Log on to the computer 1 run setup. exe from: compatibility Determine any relevant updates ü backup media: 1 Application Verify all disc applications and hardware 2 ü CD/DVD Apply all relevant updates to the 2 Product CD/DVD devices function correctly Usecomputer the following tools: ü Network share Upgrade Advisor ü Follow Windows Upgrade 3 Windows Update can also be done Any other backup media ü recommendations if any during Application Compatibility Toolkit ü upgrade (Dynamic Update) ü Standard User Analyzer Tool ü Microsoft Assessment and Planning Toolkit Verify Upgrade

Tools for Migrating User Data and Settings What to migrate Identify which components are to be migrated User to State the new operating system Migration Tool Use one of the following migration tools: User Preferences Transfer (WET) ü Windows Easy ü User State Migration Tool (USMT) Windows 7 User Data Earlier Version of Windows Application Settings Windows Easy Transfer

Process for Migrating to Windows 7 Back up user state, including: Install Restore Update Back up Applications Windows 7 User settings ü Keepthe your computer secure by keeping Run Windows 7 installation applications, restore all After installing Windows up current updates: 7, reinstall Application settings ü with (setup. exe) from: user state by using: applications: Selectdata check for updates during ü User Product CD/DVD ü Install the compatible ü Windows Easy Transferversion of the installation applications Use one. State of the following migration Network share ü User Migration Tool ü ü Check for updates after installation tools: ü Windows Easy Transfer ü User State Migration Tool Install Applications Update

Migrating User Settings and Data by Using WET Prepare for the migration the destination WET is the recommended tool foron scenarios in which you Transfer files and settings by using a network computer have a small number of computers to migrate On 1 destination computer: To migrate by using WET: Start WET on the source computer 1 Close all active programs 2 Prepare Click Next for the migration on the destination 12 computer Start Windows Easy Transfer 3 Click A Network Destination Source 3 Click Next Computer Files and Settings from the Source 4 Migrate Click This is my old computer 24 Select transfer Computer to the method Destination Computer by 5 WET creates WET key 5 using: Click This is my new computer 6 • On the destination computer, enter WET Windows Easy Transfer cable 6 Clickand I need install key then to click Nextnow (if source • computer Network does not have WET) 7 Click Transfer and proceed with the Removable media or a network share. WETDestination 7 • Select destination media and save files wizard Computer

Lesson 4: Performing Image-based Installation of Windows 7 • What is Windows Imaging File Format? • Tools for Performing Image-based Installation • Image-based Installation Process • Demonstration: Building an Answer File by Using Windows SIM • Building a Reference Installation by Using Sys. Prep • Demonstration: Creating Bootable Windows PE Media • Capturing and Applying the Installation Image by Using Image. X • Demonstration: Modifying Images by Using DISM • Migrating User Data and Settings by Using USMT 4. 0 • Configuring VHDs

What is Windows Imaging File Format? A file-based image technology used to install the Windows operating system Provides the following benefits: ü One image for many hardware configurations ü Multiple images in one file ü Compression and single instancing ü Offline servicing of the image file ü Installation on partitions of any size ü Modification of image files using APIs ü Nondestructive deployments ü Bootable image support for Windows PE

Tools for Performing Image-based Installation ü Windows Setup (setup. exe) ü Answer File ü Catalog ü Windows Automated Installation Kit (Windows AIK) ü Windows System Image Manager (Windows SIM) ü Windows Preinstallation Environment (Windows PE) ü Image. X ü User State Migration Tool (USMT) ü Deployment Image Servicing and Management (DISM) ü Sysprep ü Diskpart ü Windows Deployment Services (WDS) ü Virtual Hard Disk (VHD)

Image-based Installation Process 1 Build an Answer File 2 Build a reference installation 3 Create a bootable Windows PE Media 4 Capture the installation image 5 Deploy the installation image

Demonstration: Building an Answer File by Using Windows SIM Your instructor will demonstrate how to create an answer file by using Windows SIM. 10 min

Building a Reference Installation by Using Sys. Prepares an installation of Windows for duplication, auditing, and delivery Use Sysprep to: • Remove system-specific data from the Windows operating system • Configure Windows to start in audit mode • Configure the Windows operating system to start the Windows Welcome phase • Reset Windows Product Activation Sysprep. exe [/quiet] [/generalize] [/audit | oobe] [/reboot | /shutdown | /quit] [/unattend: answerfile]

Demonstration: Creating Bootable Windows PE Media Your instructor will demonstrate how to create bootable Windows PE media that can be used for imaging computers. 5 min

Capturing and Applying the Installation Image by Using Image. X A command-line tool that is used to capture, modify, and apply file-based WIM images Use Image. X to: • View the contents of a WIM file • Capture and apply images • Mount images for offline image editing • Store multiple images in a single file • Compress the image files • Implement scripts for image creation Image. X [/flags “Edition. ID”] [{/dir | /info | /capture | /apply | /append | /delete | /export | /mountrw | /unmount | /split} [Parameters]

Demonstration: Modifying Images by Using DISM Your instructor will demonstrate how to modify an image by using DISM. 5 min

Migrating User Settings and Data by Using USMT 4. 0 A scriptable command-line tool that provides a highly-customizable user-profile migration experience for IT professionals USMT components: • Scan. State and Load. State • Config. xml and Migration. xml files • Component manifests for Windows Vista, Windows 7, and down-level manifests for Windows XP • USMT internal files Scanstate [Store. Path] [/i: [path]File. Name] [Options] Loadstate [Store. Path] [/i: [path]File. Name] [Options]

Configuring VHDs A native-boot VHD is a VHD that can be used as the running operating system on a computer without a parent operating system Create VHD Disk. Part Tool Prepare VHD Install Windows 7 to the VHD Disk Management MMC Attach VHD to the host computer Deploy VHD Copy VHD to computer to run in VM Copy VHD to computer to run in Native Boot Add a Native Boot VHD to the Boot Menu Use WDS to deploy VHD images for native boot

Lesson 5: Configuring Application Compatibility • Common Application Compatibility Problems • Common Mitigation Methods • Updating Shims

Common Application Compatibility Problems Common Application Compatibility problems may relate to the following areas: • Setup and installation of applications • User Account Control • Windows Resource Protection (WRP) • Internet Explorer Protected Mode • 64 -bit architecture • Windows Filtering Platform (WFP) • Operating system version changes • Kernel-mode drivers • Deprecated components

Common Mitigation Methods Common mitigation methods include: • Modifying the application configuration • Applying updates or service packs • Upgrading the application • Modifying the security configuration • Running the application in a virtualized environment • Using application compatibility features built into the operating system • Selecting another application

Updating Shims • A shim is software, added to an existing application or other program, to provide some form of enhancement or stability • In the application compatibility context, a shim refers to a compatibility fix Use the Compatibility Administrator Tool to: • Search for a compatibility fix for an existing application • Create a new compatibility fix To deploy a compatibility fix: • Store the compatibility fix database locally or in a network location • Use the Sdbinst. exe command-line tool to install the compatibility fix

Lab: Installing and Configuring Windows 7 • Exercise 1: Migrating Settings by Using Windows Easy Transfer • Exercise 2: Configuring a Reference Image • Exercise 3: Deploying a Windows 7 Image Logon information Virtual machines LON-DC 1 LON-CL 1 LON-VS 1 LON-CL 2 LON-CL 3 User name ContosoAdministrator Password Pa$$w 0 rd Estimated time: 90 minutes

Lab Scenario • The first batch of Windows 7 computers has arrived. As part of the deployment process, you need to migrate user settings from existing Windows XP computers to the new Windows 7 computers. • You are rolling out Windows 7 to the computers in your organization. To do this you are creating a reference image of Windows 7 that can be applied to other computers. The image is generalized by using Sysprep. • You are performing a manual test of the deployment process for new images. Eventually, this process will be automated. In this test run, you are ensuring that you have the correct syntax for all of the commands used to start the capture of user settings from the old computer, apply the reference image to the new computer, and then apply user settings to the new computer.

Lab Review • Why should you use Sysprep before capturing an image? • Why is Windows PE required as part of the imaging process?

Module Review and Takeaways • Review Questions • Common Issues and Troubleshooting Tips • Best Practices • Tools