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58 Chapter 2 Windows Vista Upgrades and Migrations ■ Local area network It is possible to transfer data over a local area network using the Windows Easy Transfer tool. ■ Optical media If the computer with the original operating system has a CD or DVD- ROM recorder, it is possible to burn transferred data to this media and then import it on the computer with the destination operating system. The downside with this method is that optical media can hold only a limited amount of data. ■ Removable storage USB devices or removable hard disk drives can also be used to migrate data using the Windows Easy Transfer Tool. When running the Windows Easy Transfer tool, you usually start by running the application on the destination operating system and selecting a transfer medium, as shown in Figure 2-2. You also need to generate a Windows Easy Transfer Key on the destination computer. This key is used to protect files and settings using encryption when they are transferred across the net- work. That way, if the files and settings are intercepted, the person who intercepted them would not be able to access them. It is necessary to generate a key prior to starting Windows Easy Transfer on the original computer. Figure 2-2 Performing an easy transfer by selecting the transfer method on the destination com- puter first Lesson 1: Upgrading and Migrating to Windows Vista 59 If an upgrade is impossible, it’s also possible to use Windows Easy Transfer when moving a computer from Windows XP to Windows Vista. In this case, you do not start Windows Easy Transfer on the destination operating system because it does not exist until you finalize the installation of Windows Vista. For example, a computer running Windows XP has two hard disk drives. A disk drive is partitioned in such a way that, because of disk space limitations on the volume hosting Windows XP, it is impossible to perform an upgrade to Windows Vista. If you repartitioned the disk hosting the volume with Windows XP, meaning that the volume hosting Windows XP would be lost, it would be possible to install Windows Vista on the newly repartitioned volume. In this case, you first use Windows Easy Transfer to write the migration data to a removable storage device, repartition the computer’s disk, perform a clean install of Windows Vista, and then run Windows Easy Transfer to import the migration data from the removable storage device you saved it to. NOTE Repartitioning Repartitioning is the process by which you reconfigure how a physical disk drive is mapped out with logical volumes. Unless you use special tools, all data on a volume that is repartitioned will be lost. You have two options when migrating account data to the new computer using Windows Easy Transfer: ■ Migrate a user account on the original computer to a newly created user account on the destination computer. ■ Migrate a user account on the original computer to an existing local account on the des- tination computer, as shown in Figure 2-3. If you choose the second option, all of the original computer user account files and settings will be added to the account files and settings of the specified user on the destination com- puter. For example, Ian has a user account on a Windows XP computer that contains important documents and Internet Explorer bookmarks. Ian also has a user account on a new computer running Windows Vista that has existing bookmarks and other important documents. Using Windows Easy Transfer, Ian can add all of the documents, bookmarks, and settings from his account on the Windows XP computer to the new computer running Windows Vista. 60 Chapter 2 Windows Vista Upgrades and Migrations Figure 2-3 In this transfer, all the files and settings of user account Orin on the Windows XP com- puter are migrated to the Kim_Ackers account on the Windows Vista computer If you create a new account on the destination computer, you should be aware that no pass- word will be transferred. When the user tries to log on using the new account on the destina- tion computer, the user is prompted to create a new password. MORE INFO Windows Easy Transfer tool For more information on the Windows Easy Transfer utility, visit the following webpage on the Microsoft website: http://www.microsoft.com/windowsvista/community/ready_winvista.mspx. User State Migration Tool You can use Version 3 of the User State Migration Tool to automate the migration of large num- bers of user accounts on Windows XP and Windows Vista operating systems. In general, the tools can migrate the same type of information from a computer running Windows XP to a computer running Windows Vista. Some differences between the tools include the following: ■ The User State Migration Tool can be completely automated by creating a migration rule. Windows Easy Transfer requires a significant amount of user interaction. This means that the User State Migration Tool can be used to automate large deployments. NOTE Migration rule A migration rule is an Extensible Markup Language (XML) file that specifies precisely which user accounts, settings, and files are migrated and how this migration is to occur. Lesson 1: Upgrading and Migrating to Windows Vista 61 ■ The User State Migration Tool can migrate user data from a computer running Windows Vista to a computer running Windows XP. ■ The User State Migration Tool can migrate digital certificates between computers if the target computer is Windows Vista. Windows Easy Transfer cannot migrate digital certificates. ■ The User State Migration Tool can migrate encrypted files and folders between comput- ers. Windows Easy Transfer cannot migrate encrypted files. ■ The User State Migration Tool does not work with a Windows Easy Transfer Cable. ■ The User State Migration Tool cannot automatically detect its partner computer over the network like Windows Easy Transfer can. Unlike Windows Easy Transfer, the User State Migration Tool requires that you be familiar with the command line. There are two primary components: ■ Scanstate.exe Scanstate.eXE is used to capture migration data on the original computer. ■ Loadstate.exe Loadstate.eXE is used to import migration data onto the new computer. Migration data can be saved to a network location, removable storage media, or the local hard disk using the Scanstate.eXE tool. When the migration is complete, you use the Loadstate.eXE tool to load the migrated data onto the destination computer. MORE INFO User State Migration Tool For more information on version 3.0 of the User State Migration Tool, access the following page on Microsoft’s website: http://www.microsoft.com/technet/WindowsVista/library/usmt/91f62fc4-621f-4537- b311-1307df010561.mspx?mfr=true. Quick Check 1. In which situations would you consider using the User State Migration Tool instead of Windows Easy Transfer? 2. To which versions of Windows Vista can you upgrade Windows XP Media Center edition? Quick Check Answers 1. The User State Migration Tool is suitable when you have many computers and users to migrate from Windows 2000 or XP to Windows Vista. The Windows Easy Transfer tool is best used when a small number of users and computers need to be migrated to Windows Vista. 2. You can upgrade Windows XP Media Center to either Windows Vista Home Pre- mium or Windows Vista Ultimate. 62 Chapter 2 Windows Vista Upgrades and Migrations Upgrading to Windows Vista The practice at the end of this lesson provides detail on the exact procedure you use to upgrade from Windows XP to Windows Vista. The software for an upgrade edition of Windows Vista is approximately two-thirds of the cost of the full edition, although this might vary depending on your location. The upgrade editions require that you have Windows XP; you cannot per- form a clean installation without the presence of Windows XP. If the hard disk drive holding your upgraded copy of Windows Vista fails completely, you do not need to reinstall Windows XP and then install Windows Vista. You will be able to perform a clean installation using the Windows Vista upgrade edition. However, you will be asked to provide your original Windows XP product key as well as your Windows Vista product key during the installation. Upgrade Considerations You should keep the following points in mind prior to and during the upgrade from Windows XP to Windows Vista. ■ Perform a full backup of your computer before beginning the upgrade. ■ If you are in a domain environment, note the name of the computer that you are going to upgrade. ■ Ensure you have the product key available prior to installing Windows Vista. ■ Run the Windows Vista Upgrade Advisor to determine if any program or device driver problems that might occur will arise if you perform the upgrade. If there are, check the vendor’s website for an update or a workaround. ■ Ensure that there are at least 11 GB of free space on the volume that hosts the Windows XP installation. Although the Upgrade Advisor recommends that you have around 40 GB of space, it is possible to upgrade from Windows XP to Windows Vista if more than 11 GB are free. If you start the upgrade process and do not have at least 11 GB free, the option to perform an upgrade will be unavailable, and you will be able to perform only a custom installation. If you select a custom installation, none of your programs or user data will be present when the installation completes. ■ Any FAT32 volumes on your Windows XP computer will be automatically converted to NTFS during the upgrade to Windows Vista. NOTE FAT32 and NTFS FAT32 is an older file system that has been in use since Windows 95. NTFS has many benefits over FAT32 and allows user and group level security, encryption, and file-level compression. Lesson 1: Upgrading and Migrating to Windows Vista 63 ■ If a Windows XP computer has a partitioned hard disk, it might be possible to repartition the hard disk and extend the volume hosting Windows XP so that you can upgrade the computer to Windows Vista. For example, say that a computer running Windows XP has a hard disk drive with a capacity of 40 GB. This hard disk drive is partitioned into two volumes of 20 GB each. The volume hosting Windows XP has only 5 free gigabytes of space. The second partition hosts a small amount of unimportant data. If you backed up this data, you could then use the Disk Management tool to delete the second parti- tion and then to extend the first one so that the volume hosting Windows XP had 25 free gigabytes of space. Real World Orin Thomas I’ve been keeping an eye on the Windows Vista newsgroups and forums for a while. Dur- ing the beta and release candidate period, it was possible to download an evaluation copy of Windows Vista from Microsoft’s website. What some people did not realize was that they also had to apply to Microsoft to get a product key so that they could use this evaluation software. Because they had not read the documentation as carefully as they should have, they were flummoxed that the Windows Vista upgrade routine would not accept their product key. Where were they getting the product keys if they had not applied for them from Microsoft? From the Windows XP product key sticker that was attached to their computer! Needless to say, you cannot use a Windows XP product key as a substitute for a Windows Vista one! Rolling Back a Failed Upgrade Windows Vista is designed to automatically roll back to Windows XP if there is a failure during the installation process. It is possible to roll back to Windows XP up until the point where a successful logon occurs. After a successful logon occurs, it is impossible to return to Windows XP without performing a clean installation of that operating system. For example, when upgrading a computer from Windows XP to Windows Vista, you ignore warnings in the compatibility report about your graphics adapter driver. When Windows Vista tries to boot for the first time, all you are able to view is a blank screen. When you reboot, a text-based menu gives you the option of rolling back to Windows XP. This option is provided until you successfully log on to a normal session of Windows Vista. Unlike with the upgrade from Windows 2000 Professional to Windows XP, if you decide after a few days of using Windows Vista that you really do not like it, you’re stuck. After you have successfully logged on to an upgraded Windows Vista installation, there is no going back to Windows XP! 64 Chapter 2 Windows Vista Upgrades and Migrations MORE INFO Zero Touch Installation Although not covered by the 70-620 exam, Zero Touch Installation is a toolset that you can use to automate the process of upgrading many computers from Windows XP to Windows Vista. If you are in a situation where you need to perform a significant number of migrations in which the hardware and software configurations of the original computers are similar, you should investigate Zero Touch Installation. For more information, consult the following TechNet article: http:// www.microsoft.com/technet/technetmag/issues/2006/09/ZeroTouch/. Identifying Application Compatibility Requirements A nightmare scenario for anyone who has upgraded to Windows Vista is to find that a mission- critical application no longer functions. In your role as a Windows IT professional, you will be required to advise people who are considering upgrading to Windows Vista about the degree to which their current set of applications will function under the new operating system. Although it might seem that most applications will function without a problem under Windows Vista, if they run under Windows XP or other previous versions of Windows, this will not always be the case. To get a good idea of whether existing Windows XP applications are compatible with Windows Vista, you should run the Windows Vista Upgrade Advisor. When you run the advisor, it downloads the latest information about application compatibility from Microsoft’s website. The Windows Vista Upgrade Advisor makes recommendations about which programs might have compatibility problems when run on Windows Vista. When an application crashes on Windows Vista, a user has the option to send a report on the crash to Microsoft. From this collected data, Microsoft is able to get a picture of which appli- cations encounter problems when executed on Windows Vista. Although the Windows Vista Upgrade Advisor will not identify every application that might encounter problems running on Windows Vista, it will identify the vast majority. NOTE Test it yourself The only way to be absolutely certain that an application runs on Windows Vista is to test it on Windows Vista yourself. If you are unable to perform testing yourself, you can check with the ven- dor who supplied the application to see if there are any known problems. NOTE Use a search engine Typing in the application name and Vista as terms into a search engine is a quick way of determin- ing whether a particular application functions on Windows Vista. It is very likely that someone before you has attempted to run on Windows Vista the application that you are interested in. It is also likely that if they have encountered problems with that application, they have made a com- ment about it on a forum or a blog somewhere on the World Wide Web. Lesson 1: Upgrading and Migrating to Windows Vista 65 Even if you do not run the Windows Vista Upgrade Advisor, a compatibility report is gener- ated during the upgrade process, as shown in Figure 2-4. This compatibility report will be saved to the desktop of the account that you used to perform the upgrade on after the upgrade is completed. The compatibility report displayed during installation might differ from the compatibility report generated by the Windows Vista Upgrade Advisor depending on whether you’re using updated installation files. This is not a problem with the Windows Vista Upgrade Advisor because this application downloads the most up-to-date information possible from Microsoft’s website prior to generating its compatibility report. Figure 2-4 A compatibility report generated during an upgrade from Windows XP to Windows Vista Practice: Migrating and Upgrading In this set of practices, you will be performing both a migration and an upgrade. You will per- form the migration using the Windows Easy Transfer utility. Both practices require a computer running Windows XP SP2. In the second, optional practice, you will actually be upgrading a computer running Windows XP.  Practice 1: Using Windows Easy Transfer to Move Files Between Computers This first practice allows you to transfer files from a Windows XP computer that is connected by a network to the Windows Vista Business computer that you created during the practices in Chapter 1, “Installing Windows Vista Client.” This practice assumes that networking is con- figured on both the original and destination computers. If you are unsure about the configu- ration of networking, you might want to review Chapter 7, “Configuring Network Connectivity.” 66 Chapter 2 Windows Vista Upgrades and Migrations 1. Log on to the computer running Windows Vista Business using the Kim_Ackers account. The password for this account is P@ssw0rd. 2. Click the Start menu, All Programs, Accessories, System Tools, and then click Windows Easy Transfer. 3. Click the Continue button in the User Account Control dialog box. The first page of the Windows Easy Transfer wizard, shown in Figure 2-5, is displayed. Figure 2-5 The Windows Easy Transfer wizard 4. Click Next. 5. On the Do You Want To Start A New Transfer Or Continue One In Progress page, click Start A New Transfer. 6. On the Which Computer Are You Using Now page, click My New Computer. 7. On the Do You Have An Easy Transfer Cable page, click No, Show Me More Options. 8. In the Is Windows Easy Transfer Installed On Your Old Computer page, click No, I Need To Install It Now. 9. On the Choose How To Install Windows Easy Transfer On Your Old Computer page, click Windows Installation Disc or Windows Easy Transfer CD. 10. On the Are Your Computers Connected To A Network page, click Yes, I’ll Transfer Files And Settings Over The Network. 11. In the dialog box asking you to unblock Windows Easy Transfer from the firewall, shown in Figure 2-6, click Yes. Lesson 1: Upgrading and Migrating to Windows Vista 67 Figure 2-6 For easy transfer to work over the network, the settings on the firewall must be modified 12. On the Do You Have A Windows Easy Transfer Key page, click No, I Need A Key. 13. Make a note of the key, and then move to the computer from which you will be migrating data. In this case, it is the Windows XP computer. 14. Insert the Windows Vista installation media into the optical drive of a computer running Windows XP. 15. When the Windows Vista window appears, click Transfer File And Settings From Another Computer. 16. On the Welcome To Windows Easy Transfer page on the computer running Windows XP, click Next. 17. On the Choose How To Transfer Files And Settings To Your New Computer page on the computer running Windows XP, click Transfer Directly, Using A Network Connection. 18. On the Choose How To Transfer Files And Settings Over A Network page, click Use A Network Connection. 19. Click Yes at the Firewall prompt. 20. On the Do You Have A Windows Easy Transfer Key page, click Yes, I Have A Key. 21. On the Type Your Windows Easy Transfer Key page, enter the Windows Easy Transfer key that you wrote down in step 13 of this practice. Click Next. 22. The computer running Windows XP now connects to the network and attempts to locate the computer running Windows Vista. 23. When the computers connect to each other, you see the What Do You Want To Transfer To Your New Computer page. Click Advanced Options. 24. This brings up the Select User Accounts, Files, And Settings To Transfer page, as shown in Figure 2-7. Select all user accounts, program settings, and data that you want to trans- fer, and click Next. [...]... upgrade a 64-bit edition to a 32- bit edition ■ You can upgrade from Windows Vista Home Basic to Windows Vista Home Premium or Windows Vista Ultimate ■ You can upgrade from Windows Vista Home Premium to Windows Vista Ultimate ■ You can upgrade from Windows Vista Business to Windows Vista Enterprise or Windows Vista Ultimate ■ You can upgrade from Windows Vista Enterprise to Windows Vista Ultimate NOTE Downgrading... “Installing Windows Vista Client, ” and installed Ultimate without installing Business can you skip this practice exercise Practice 1: Performing an In-Place Upgrade of Windows Vista Business to Windows Vista Ultimate In this practice, you will upgrade Windows Vista Business, which was installed in Chapter 1, “Installing Windows Vista Client, ” Lesson 2, “Installing Windows Vista, ” to Windows Vista Ultimate... that the customer has activated his copy of Windows XP Lesson 2: Upgrading Between Windows Vista Editions 73 Lesson 2: Upgrading Between Windows Vista Editions In the course of studying for the 70- 620 exam, you have come to understand the benefits and limitations of each edition of Windows Vista Unfortunately, not everyone who selects an edition of Windows Vista will do so with full knowledge of the... onto Windows Vista using the username Kim_Ackers and the password P@ssw0rd 15 When you log on with this account, the Welcome Center opens You can verify in the Welcome Center that Windows Vista Ultimate is installed, as shown in Figure 2- 12 Lesson 2: Upgrading Between Windows Vista Editions Figure 2- 12 79 The Windows Vista Welcome Center Lesson Summary ■ It is not possible to upgrade from a 32- bit... 82 Chapter 2 Windows Vista Upgrades and Migrations Configuring Application Compatibility Mode Compatibility mode allows an application installed on a computer running Windows Vista to run in an environment that emulates a previous version of Windows Windows Vista s compatibility modes can emulate the following environments: ■ Windows 95 ■ Windows 98 / Windows Me ■ Windows NT 4.0 (Service Pack 5) ■ Windows. .. process Figure 2- 10 The Windows Anytime Upgrade splash screen 76 Chapter 2 Windows Vista Upgrades and Migrations To complete the Windows Anytime Upgrade process, complete the following steps: 1 Ensure that your copy of Windows Vista is activated It is impossible to use Windows Anytime Upgrade on a computer that has not gone through the Windows Product Activation process 2 Purchase the Windows Vista Upgrade... exam preparation and actually perform an upgrade of Windows XP to Windows Vista To complete the practice, perform the following steps: 1 Start Windows XP Professional Insert the Windows Vista installation media Open My Computer Double-click the DVD-ROM drive hosting the Windows Vista installation media This opens the Windows Vista window (If the Windows Vista window does not automatically appear, double-click... upgrade to Windows Vista only from Windows XP You can upgrade Windows XP Tablet PC only to the Business, Enterprise, or Ultimate editions of Windows Vista You can upgrade Windows XP Media Center only to the Home Premium or Ultimate editions of Windows Vista ■ Prior to performing an upgrade, ensure that at least 11 GB of free space is available on the volume that hosts Windows XP Also, use the Windows Vista. .. that your computer is capable of running Windows Vista and that you will not encounter critical hardware or software incompatibilities ■ You can migrate Windows 20 00 Professional SP4 user files and accounts to Windows Vista using Windows Easy Transfer You can migrate Windows XP user files, settings, and accounts to Windows Vista using Windows Easy Transfer A Windows Easy Transfer Cable connects to each... Chapter 2 Windows Vista Upgrades and Migrations Quick Check 1 You have a computer that is already running Windows Vista Business and you want to perform an in-place upgrade to Windows Vista Ultimate What is the only hardware component that can prevent this upgrade from succeeding? 2 At what point during an upgrade of Windows XP to Windows Vista does it become impossible to roll back the installation to Windows . to a 32- bit edition. ■ You can upgrade from Windows Vista Home Basic to Windows Vista Home Premium or Windows Vista Ultimate. ■ You can upgrade from Windows Vista Home Premium to Windows Vista. activated his copy of Windows XP. Lesson 2: Upgrading Between Windows Vista Editions 73 Lesson 2: Upgrading Between Windows Vista Editions In the course of studying for the 70- 620 exam, you have. Windows XP Media Center to either Windows Vista Home Pre- mium or Windows Vista Ultimate. 62 Chapter 2 Windows Vista Upgrades and Migrations Upgrading to Windows Vista The practice at the end of

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