Lesson 2: Upgrading to Windows 7 CHAPTER 1 33 3. A user has a home computer with a cable Internet connection and no other computers on his home network. Which of the following methods can this person use to upgrade from Windows 7 Home Premium to Windows 7 Ultimate? a. Sysprep B. Windows PE c. WDS D. Windows Anytime Upgrade 4. Which of the following tools can you use to determine if the applications installed on your computer running Windows Vista are known to have problems with Windows 7? a. Windows 7 Upgrade Advisor B. Sysprep c. USMT D. Windows PE 5. To which of the following editions and versions of Windows 7 can you upgrade a computer running Windows 7 Home Premium (x86)? (Choose all that apply.) a. Windows 7 Professional (x86) B. Windows 7 Professional (x64) c. Windows 7 Ultimate (x86) D. Windows 7 Enterprise (x64) 34 CHAPTER 1 Install, Migrate, or Upgrade to Windows 7 Lesson 3: Managing User Profiles Unless you are performing a direct upgrade from Windows Vista to Windows 7 or one that uses roaming user profiles, any Windows 7 deployment requires that you have a plan for moving user profile data from the user’s previous computer to the new computer. Getting user data such as e-mail messages and Web browser bookmarks properly transferred is as important to take into account when performing a Windows 7 deployment as getting the right hardware platform on which to run the operating system. If you cannot get all the users’ data that was on their old computers on to their new computers, they may not be able to do their jobs. Users also feel less intimidated by a new operating system if all their old operating system preferences are in effect from the moment they first log on. The more comfortable users are with a new operating system, the more favorably they will look on the transition. In this lesson, you learn how to migrate user data from previous versions of Windows, or from an existing installation of Windows 7, to a new installation of Windows 7. After this lesson, you will be able to: n Migrate user profiles from one computer running Windows 7 to another. n Migrate user profiles from previous versions of Windows. Estimated lesson time: 40 minutes Migrating User Profile Data User data includes more than just documents from a word processor. User data includes things such as favorite Internet sites, customized application settings such as e-mail account data, desktop backgrounds, files, and folders. Unless you are using roaming user profiles in your organization, the computer that a person uses a computer is likely to have important data stored on that computer. Migrating a user from Windows XP or Windows Vista to Windows 7 successfully involves ensuring that all this important data makes the transition from a person’s old computer to the new one. You can view the list of user profiles stored on a computer running Windows 7 by opening System within Control Panel, clicking Advanced System Settings, and then clicking the Settings button in the User Profiles area of the Advanced System Settings tab. From this dialog box, shown in Figure 1-17, you can view the size of user profiles, delete user profiles stored on the computer, or change the user profile from a local profile to a roaming user profile. A roaming user profile is a profile stored on a server that is accessible from any computer running Windows 7 on a network. Administrators implement roaming user profiles when people do not use a specific computer, but they might log on to any computer in the organization. Roaming user profiles also allow central backup of user data. Lesson 3: Managing User Profiles CHAPTER 1 35 FIGURE 1-17 A list of user profiles Windows Easy Transfer Windows Easy Transfer is a utility that comes with Windows 7 that you can use to transfer user profile data from computers running Windows XP, Windows Vista, or Windows 7 to new computers running Windows 7. As Figure 1-18 shows, Windows Easy Transfer can be used to transfer user accounts, documents, music, pictures, e-mail, bookmarks, certificates, and other data. FIGURE 1-18 The Windows Easy Transfer Welcome page 36 CHAPTER 1 Install, Migrate, or Upgrade to Windows 7 There are three separate methods that you can use to migrate data with Windows Easy Transfer. The method that is appropriate depends on the circumstances of the migration. To migrate profile data with Windows Easy Transfer, you can use any of the following: n Easy Transfer Cable This is a special cable with USB connectors that you can acquire from hardware vendors. You connect one end to the source computer and the other to the destination computer. Both computers are turned on during the migration, and Windows Easy Transfer runs on both computers at the same time. You can perform only a side-by-side migration using this method. n Network To use the network migration method, you must have two computers running Windows Easy Transfer connected to the same local area network. Both computers are turned on during the migration, and Windows Easy Transfer runs on both computers at the same time. You can perform only a side-by-side migration using this method. When performing a network migration, you configure a password on the source computer that you have to enter on the destination computer. n External Hard Disk or USB Flash Drive You can specify an attached external hard disk or USB flash drive. It is also possible to specify an internal hard disk drive or network share when using this method. You can perform a side-by-side migration as well as a wipe-and-restore migration using this method. You protect your data by entering a password on the source computer that you must again enter before importing the data on the destination computer. Installing Windows Easy Transfer Unless the source computer is running Windows 7, you will need to install the Windows Easy Transfer application. This includes source computers running Windows Vista. Although Windows Vista comes with an earlier version of the Windows Easy Transfer software, you should use the updated Windows 7 version when transferring data to Windows 7 computers. To install Windows Easy Transfer on the source computer, perform the following steps: 1. Run Windows Easy Transfer on the destination computer and select the transfer method that you are going to use. 2. Select the This Is My New Computer option. If you have chosen the Easy Transfer Cable or Network options, go to step 3. Otherwise, click No when prompted as to whether Windows Easy Transfer has already saved your files. 3. On the Do You Need To Install Windows Easy Transfer On Your Old Computer? page, shown in Figure 1-19, select I Need To Install It Now. 4. On the How Do You Want To Install Windows Easy Transfer On Your Old Computer? page, select either USB Flash Drive or External Hard Disk or Shared Network Folder. The Windows Easy Transfer application installation file will be copied to this location and you will then be able to install the application on the source computer. Lesson 3: Managing User Profiles CHAPTER 1 37 FIGURE 1-19 Prepare Windows Easy Transfer installation files. Windows Easy Transfer Migration After you have set up Windows Easy Transfer on the source computer, you are ready to perform migration. If you want to migrate only a single user account, you can log on with that account to perform the transfer. If you want to migrate all accounts on the computer, you need to log on with a user account that has local administrator privileges. To do this, start Windows Easy Transfer, select the transfer method, and then, on the Which Computer Are You Using Now? page, select This Is My Old Computer. If you are using the External Hard Disk or USB storage device method, Windows Easy Transfer will then perform a migration check and provide an estimate of the size of the data you can transfer to the new computer on the source computer. If you are using the Network or Easy Transfer Cable method, you will select items for migration on the destination computer. When selecting items for migration, you can accept the default values or customize what to migrate for each user account and all shared items. To customize, click Customize under each user account. This will allow you to select whether you want to transfer each user’s Documents, Music, Pictures, Videos, Program Settings, Windows Settings, and Other Items. If you want to be more specific, you can click Advanced, which brings up the Modify Your Selections dialog box shown in Figure 1-20. This dialog box allows you to select which accounts to migrate, as well as which files and folders Windows Easy Transfer will migrate to the new machine. By selecting Advanced, you can determine what you want to do with the user accounts being migrated from the source computer to the destination computer. You have the option of mapping a user account on the old computer to a specific user account on the new computer or 38 CHAPTER 1 Install, Migrate, or Upgrade to Windows 7 FIGURE 1-20 Customizing data transferred by Windows Easy Transfer you can have Windows Easy Transfer create a new account as shown in Figure 1-21. If you select the Create A New Account option, you will need to specify a password for the new account. If you do not choose to use Advanced, Windows Easy Transfer will create new accounts on the computer running Windows 7 with the old account names but will assign a blank password that needs to be changed when the user associated with that account first tries to log on. FIGURE 1-21 Transferring accounts using Windows Easy Transfer Lesson 3: Managing User Profiles CHAPTER 1 39 The first step to take when running Windows Easy Transfer on the destination computer is to specify the transfer method that you are going to use and that this is your new computer. Depending on which method you are using, one of the following will happen: n If you are using the external hard disk or USB flash drive method, you will be asked to specify the location of the Easy Transfer file and to enter a password to open it. n If you are using the network method, you will need to enter the Windows Easy Transfer key before the transfer will begin. The source computer displays this key. You will then go through the process of selecting what to transfer that was described previously. n If you are using the Easy Transfer Cable method, the wizard will attempt to detect the cable and then will initiate the transfer. You will then go through the process of selecting what to transfer as described earlier. You will use Windows Easy Transfer to perform a migration in the practice exercise at the end of the lesson. Quick Check n Which Windows Easy Transfer method should you use when you want to perform a wipe-and-load migration? Quick Check Answer n The only Windows Easy Transfer method that supports wipe-and-load migrations is the External Hard Disk or USB flash drive method. User State Migration Tool USMT 4.0 is a command-line utility that allows you to automate the process of user profile migration. The USMT is part of the Windows Automated Installation Kit (WAIK) and is a better tool for performing a large number of profile migrations than Windows Easy Transfer. The USMT can write data to a removable USB storage device or a network share but cannot perform a direct side-by-side migration over the network from the source to the destination computer. The USMT does not support user profile migration using the Windows Easy Transfer cable. USMT migration occurs in two phases, exporting profile data from the source computer using ScanState and importing profile data on the destination computer using LoadState. USMT 4.0 allows you to capture user accounts, user files, and operating system and application settings. The USMT tool also migrates access control lists (ACLs) for files and folders, ensuring that permissions set on the source computer are retained on the destination computer. You can use USMT to migrate profile data to computers running Windows 7 from computers running Windows XP, Windows Vista, and Windows 7. You can also use the USMT to migrate data from computers running Windows 7 to Windows Vista. You cannot use USMT to migrate mapped network drives, local printers, device drivers, passwords, shared folder permissions, and Internet connection sharing settings. 40 CHAPTER 1 Install, Migrate, or Upgrade to Windows 7 note USMT AND DOWNGRADES You cannot use the USMT to migrate data from computers running Windows 7 to computers running Windows XP. Unlike Windows Easy Transfer, where you select the particular items you want to migrate when you are running the application, with USMT, you configure a set of migration rules prior to the migration that specify what data to export from the source computer. There are four different .xml migration files used with the USMT: n MigApp.xml This file contains rules about migrating application settings. These include Accessibility settings, dial-up connections, favorites, folder options, fonts, group membership, Open Database Connectivity (ODBC) settings, Microsoft Office Outlook Express mailbox files, mouse and keyboard settings, phone and modem options, Remote Access Service (RAS) connection phone book files, regional options, remote access, screen-saver settings, taskbar settings, and wallpaper settings. More Info MIGRATING CUSTOM APPLICATIONS You cannot migrate the settings of some custom applications using MigApp.xml. In this case, you need to create a custom migration Extensible Markup Language (XML) file. To learn more about creating custom application migration XML files, consult the following Microsoft TechNet reference: http://technet.microsoft.com/en-us/library/ dd560773(WS.10).aspx. n MigUser.xml This file contains rules about user profiles and user data. The default settings for this file migrate all data in My Documents, My Video, My Music, My Pictures, desktop files, Start Menu, Quick Launch settings, favorites, Shared Documents, Shared Video, Shared Music, Shared desktop files, Shared Pictures, Shared Start menu, and Shared Favorites. This file also contains rules that ensure that all the following file types are migrated from fixed volumes: .qdf, .qsd, .qel, .qph, .doc, .dot, .rtf, .mcw, .wps, .scd, .wri, .wpd, .xl*, .csv, .iqy, .dqy, .oqy, .rqy, .wk*, .wq1, .slk, .dif, .ppt*, .pps*, .pot*, .sh3, .ch3, .pre, .ppa, .txt, .pst, .one*, .mpp, .vsd, .vl*, .or6, .accdb, .mdb, .pub, .xla, .xlb and .xls. The asterisk (*) represents zero or more characters. n MigDocs.xml This file contains information on the location of user documents. n Config.xml This file is different from the other migration files as it is used to exclude features from the migration. You can create and modify the Config.xml file using ScanState.exe with the /genconfig option. It is also possible to create custom XML files to be used with the migration. For example, you can create a custom XML file that reroutes folders, specific file types, or specific files. You would use rerouting if you wanted to move all the files of one type, such as .avi files, that may have been stored in different places on the source computer to a specific folder on the destination computer. Lesson 3: Managing User Profiles CHAPTER 1 41 More Info REROUTING FILES AND SETTINGS To learn more about rerouting files and settings using USMT, consult the following Web page on Microsoft TechNet: http://technet.microsoft.com/en-us/library/dd560798.aspx. ScanState You run ScanState on the source computer during the migration. You must run ScanState. exe on computers running Windows Vista and Windows 7 from an administrative command prompt. When running ScanState on a source computer that has Windows XP installed, you need to run it as a user that is a member of the local administrators group. The following command creates an encrypted store named Mystore on the file share named Migration on the file server named Fileserver that uses the encryption key Mykey: scanstate \\fileserver\migration\mystore /i:migapp.xml /i:miguser.xml /o /config:config.xml /encrypt /key:"mykey" Running ScanState and LoadState with the /v:13 option creates a detailed log file. You should use this option if you are having problems migrating data. More Info SCANSTATE To learn more about the specifics of ScanState syntax, consult the following Microsoft TechNet Web page: http://technet.microsoft.com/en-us/library/dd560781.aspx. LoadState LoadState is run on the destination computer. You should install all applications that were on the source computer on the destination before you run LoadState. You must run Loadstate. exe on computers running Windows Vista and Windows 7 from an administrative command prompt. To load profile data from an encrypted store named Mystore that is stored on a share named Migration on a file server named Fileserver and which is encrypted with the encryption key Mykey, use this command: loadstate \\fileserver\migration\mystore /i:migapp.xml /i:miguser.xml /decrypt /key:"mykey" More Info LOADSTATE To learn more about the specifics of LoadState syntax, consult the following Microsoft TechNet Web page: http://technet.microsoft.com/en-us/library/dd560804.aspx. 42 CHAPTER 1 Install, Migrate, or Upgrade to Windows 7 Migration Store Types When planning a migration using USMT, you need to decide where you are going to store migrated data that is generated by ScanState on the source computer and required by LoadState on the destination computer. USMT supports three types of migration stores: n Uncompressed Uncompressed migration stores use a hierarchy of folders that mirror the user profile data being migrated. You can navigate an uncompressed migration store using Windows Explorer. This creates a duplicate of the backed-up files in another location. n Compressed A compressed migration store is a single image file that contains all data being migrated. The image file can be encrypted and password-protected. It is not possible to navigate to this file using Windows Explorer. n Hard-link Hard-link migration stores are used in wipe-and-load scenarios only. The hard-link migration store is stored on the local computer while the old operating system is removed and the new operating system is installed. Use the /hardlink option with ScanState to create a hard-link migration store. Hard linking does not create a duplicate of the migrated data and hence uses less space than the uncompressed or compressed stores when those are used on the volume being migrated. Hard-link migrations require only 250 MB of free space on the volume being migrated, regardless of the amount of profile data being migrated. ScanState with the /p option allows you to estimate the size of the migration store prior to performing a migration. All migrations require a minimum of 250 MB of free space on the volume being migrated. More Info MIGRATION STORE TYPES To learn more about USMT migration store types, consult the following article on Microsoft TechNet: http://technet.microsoft.com/en-us/library/dd560795.aspx. Performing Offline Migrations You can use USMT to perform offline migrations. Offline migrations involve booting the computer into a Windows PE environment that includes the USMT files and then running ScanState against the installation of Windows on the computer’s hard disk drive. You must still run the LoadState feature of the migration from within Windows 7. You cannot run LoadState when booted into a Windows PE environment. note SCANSTATE AND UPGRADES You can also run ScanState in offline mode against the Windows.old directory that is generated when you perform an upgrade from Windows Vista. . computer running Windows 7 Home Premium (x86)? (Choose all that apply.) a. Windows 7 Professional (x86) B. Windows 7 Professional (x64) c. Windows 7 Ultimate (x86) D. Windows 7 Enterprise (x64) . computers running Windows 7 from computers running Windows XP, Windows Vista, and Windows 7. You can also use the USMT to migrate data from computers running Windows 7 to Windows Vista. You. Windows XP, Windows Vista, or Windows 7 to new computers running Windows 7. As Figure 1-1 8 shows, Windows Easy Transfer can be used to transfer user accounts, documents, music, pictures, e-mail,