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Lesson 1: Preparing a System for Installation 43 Creating a Multiboot Installation When you install Windows Vista, you can keep an older version of Windows on the computer. This is often called a dual-boot configuration (if there are two operating systems), or a multi- boot configuration (if there are more than two). To perform a multiboot installation, Windows Vista needs its own partition on the hard disk. If the computer has another installed operating system, you might need to repartition the hard disk or add additional storage to the computer. You can also use disk partitioning software available from various manufacturers to preserve the existing operating system while creating space for Windows Vista. In general, multiboot configurations work by presenting the customer with a choice of oper- ating systems to load when a user starts the computer. The specific details depend on which operating systems are installed on the computer. MORE INFO Virtual machines versus multiboot Although configuring a computer with multiple operating systems can be useful, one of the potential drawbacks is that customers need to reboot the computer to access each one. Users who would like to run multiple operating systems concurrently can look into the use of virtual machines to enable more than one operating system to run concurrently on the computer. As long as the computer’s hardware configuration meets the system requirements, this can be a much simpler configuration to set up. Microsoft Virtual PC is a free product that enables the cre- ation of virtual machines within Windows Vista. For more information, see the Virtual PC Web site at http://www.microsoft.com/windows/products/winfamily/virtualpc/default.mspx. Repairing and Reinstalling Windows Vista In some cases, users might need to reinstall Windows Vista due to a configuration issue or to recover from a hardware failure. The Windows Vista setup process provides the ability either to reinstall the operating system or to perform various repair functions. You’ll learn more about reinstalling Windows Vista in Lesson 3, “Troubleshooting Installation Issues.” For more information on troubleshooting and repairing Windows Vista, see Chapter 12, “Troubleshoot- ing Windows Vista,” and Chapter 13, “Protecting Data and Repairing Windows Vista.” Partitioning the Hard Disk For the majority of installations, using the default hard disk options presented by Windows Setup is the best practice. However, there might be cases in which it would be a good idea to validate where Windows is going to be installed. This is especially true for computers with sev- eral partitions or several hard disks. Users have the option of placing the operating system on any available partition that does not currently contain an operating system. 44 Chapter 2 Installing Windows Vista Many computer manufacturers create a special reserved partition (sometimes called an orig- inal equipment manufacturer [OEM] partition) that contains a local recovery solution. This is typically used for disaster recovery if the system becomes unbootable. When you install Windows Vista, it might be important to the customer to retain the OEM partition so that he or she can restore the computer back to the factory load if required. To determine where Windows Vista will be installed on the hard disk, review the advanced disk options during setup. Because deleting or modifying partitions is usually a process that you cannot easily undo, make sure you fully understand the customer’s usability and technical requirements before advising him or her to make modifications. Practice: Evaluating Upgrade Options In this practice exercise, you apply the information that you have learned to develop recom- mendations for upgrade options.  Practice: Analyzing Computers’ Upgrade Options Assume that you would like to upgrade one or more available computers to Windows Vista. Using any available computers, determine the options that you might have for performing an upgrade. Questions to ask include the following: 1. What is the primary purpose of the computer? 2. Is an in-place upgrade supported from this operating system? 3. Does the computer meet the system requirements for running Windows Vista? 4. How can you back up system settings and data files before performing a new upgrade? 5. What are the partitioning options for the new operating system? 6. Can you set up a multiboot configuration on this computer? Based on these details, develop a recommendation for migrating the computer to Windows Vista. Lesson Summary n A clean installation of Windows Vista involves deploying a new operating system, using all default settings. It does not migrate existing applications or settings automatically. n An in-place upgrade to Windows Vista preserves existing applications, settings, and user data by replacing the current operating system. Lesson 1: Preparing a System for Installation 45 n You can use Windows Easy Transfer to create a backup of applications, configuration set- tings, and user data for restoring on Windows Vista. n You can set up a computer to dual-boot Windows Vista and another operating system. n You must perform a clean installation when installing Windows Vista on a computer that is currently running Windows 2000. n Users can choose to repair or reinstall Windows Vista to resolve various technical issues. For more information on these topics, see Chapter 12 and Chapter 13. Lesson Review You can use the following questions to test your knowledge of the information in Lesson 1, “Preparing a System for Installation.” The questions are also available on the companion CD if you prefer to review them in electronic form. NOTE Answers Answers to these questions and explanations of why each answer choice is correct or incorrect are located in the “Answers” section at the end of the book. 1. Which of the following editions of Windows Vista support an in-place upgrade from Windows XP Professional? (Choose all that apply.) A. Windows Vista Home Basic B. Windows Vista Home Premium C. Windows Vista Business D. Windows Vista Ultimate 2. Which of the following types of installations will result in a loss of operating system set- tings and installed applications that are present in the current version of Windows? A. Clean installation B. In-place upgrade C. Multiboot installation 46 Chapter 2 Installing Windows Vista Lesson 2: Installing Windows Vista In this lesson, you learn how to perform a Windows Vista installation, using the different methods covered in the previous lesson. The setup process itself has been significantly simpli- fied from that of previous versions of Windows. Most end users should be able to walk through the basic installation steps without much assistance. However, as a Consumer Sup- port Technician, you need to understand completely the details of what is occurring during the Windows Vista setup process. Specifically, in this lesson, you learn how to perform both a clean installation and an in-place upgrade. Installing the base operating system is generally only the first step in getting the computer up and running based on users’ requirements. An important second step involves ensuring that additional hardware is configured to work properly. Generally, that means installing addi- tional device drivers on the computer. In this lesson, you’ll learn how to install device drivers that are required by the computer hardware but that are not included with the Windows Vista operating system. After this lesson, you will be able to: n Install Windows Vista on a computer with no operating system. n Replace a previous version of Windows, using a clean installation. n Upgrade a previous version of Windows, using an in-place upgrade. n Install device drivers that are not included with Windows Vista. Estimated lesson time: 120 minutes Starting a Clean Installation As discussed earlier in the chapter, there are several reasons to perform a clean installation of Windows Vista. The primary benefit of performing a clean installation is that it brings no addi- tional difficulties along with it. Because the installation begins with a new default configura- tion for operating system settings, this approach can provide the best foundation for Windows, programs, and device drivers. If a previous version of Windows exists, it is replaced, and all programs, documents, and settings are lost. NOTE Verifying upgrade edition requirements You cannot install an upgrade copy of Windows Vista on a partition unless a copy of Windows 2000 or Windows XP is already installed on that partition. As a Consumer Support Technician, you should advise your customers to verify the details and requirements of an edition of Windows Vista before they purchase it. Lesson 2: Installing Windows Vista 47 Microsoft designed the Windows Vista installation discs to be bootable, and you can use them to start the installation process. Booting from the installation disc also enables you to perform various troubleshooting tasks (a topic that is covered in Chapter 13). Perhaps the most notable difference between a clean installation and an in-place upgrade is the act of booting the computer by using the product media. The first step in a clean installation is to turn on the computer and insert the Windows Vista installation disc. Many computers are configured by default to search the computer’s CD/ DVD-ROM devices for bootable media during the boot process. If you do not see a prompt that asks you to press any key to boot from the media, you need to consult the computer manufac- turer’s documentation. Generally, you should look for information about accessing a special computer boot menu or information about accessing the computer’s BIOS settings to make boot order preference changes. NOTE Troubleshooting CD/DVD boot issues If the Install Windows page does not appear and you’re not asked to press a key to start from DVD or CD, you might need to specify that the computer should use its DVD or CD drive as the startup device. This means that you need to set the DVD or CD drive to the first startup device in the BIOS. (Some computers might use the term CMOS Setup instead.) After you have selected the DVD or CD drive as the startup device, restart the computer, and then start Windows from the installation DVD or CD as previously described. After you press a key when prompted to boot using the Windows Vista installation media, the computer automatically loads the Windows Vista installation screen. During the installation of Windows Vista, you are prompted for common information such as regional and network settings. You will learn about the specific steps later in this lesson. When performing a clean installation, you can select an existing disk partition onto which you want to install Windows Vista. The setup process also provides the ability to create, delete, and format partitions before the installation of Windows Vista begins. Starting an In-Place Upgrade When you perform an in-place upgrade to Windows Vista, the files, settings, and programs are retained from the currently installed version of Windows XP. As with previous versions of Windows, check the compatibility of the hardware prior to performing the upgrade. Microsoft has provided a new automated tool called the Windows Upgrade Advisor that evaluates a sys- tem’s ability to run Windows Vista. You can launch the Windows Vista Upgrade Advisor from the Microsoft Web site or simply run it during the upgrade by clicking Check Compatibility Online in the Install Windows window. For more information on using the Windows Vista Upgrade Advisor, see Chapter 1. 48 Chapter 2 Installing Windows Vista NOTE Starting the upgrade installation process If you have an upgrade copy of the 32-bit version of Windows Vista, you must start the Windows Vista installation while running the existing version of Windows. To start the in-place upgrade process, insert the Windows Vista installation media into the computer while your original operating system is running. For example, if you plan to perform an in-place upgrade from Windows XP Professional to Windows Vista Ultimate, first boot the computer into Windows XP. When you insert the Windows Vista upgrade media, the Auto- Play settings should automatically load a menu that gives you the option to start the installa- tion process. If it does not appear, you can run the Setup.exe program manually from the root of the media. Quick Check 1. What type of installation retains the existing data and settings? 2. What installation type provides the best foundation for Windows Vista? Quick Check Answers 1. An in-place upgrade retains existing data and settings. 2. A clean installation results in a default collection of operating system settings and other details when installing Windows Vista. Performing a Windows Vista Installation So far, you have learned how to start the process of installing Windows Vista. In this section, you learn about the various steps that you can perform during the installation. The general steps in the process are identical regardless of whether you’re performing an in-place upgrade or a clean installation. The primary difference is that, when you are performing an upgrade installation, disk partitioning options are not available. Overall, the process begins with collecting various pieces of information that are required to determine how and where the operating system should be installed. For the purpose of this section, you learn about walking through a new installation of Windows Vista. Lesson 2: Installing Windows Vista 49 Real World Anil Desai As a Consumer Support Technician, you generally have knowledge, insight, and experi- ence in installing and configuring operating systems. Many computer users, on the other hand, do not. To them, some of the configuration options might seem strange, and they might feel forced to make an educated guess. Microsoft is certainly aware of this, and the Windows Vista installation process is dramatically easier and more accessible than that in previous versions of Windows. Gone are the intimidating text-based screens that use highly technical language. They’re replaced with a graphical environment that looks much more like the familiar Windows user interface. Customers can use the mouse to make their selections, and plain-language help is usually available. When assisting customers in installing operating systems, one reassuring thought seems to help significantly: with few exceptions, it’s unlikely that a user will make a “wrong” decision. You can modify just about every setting and option available during the setup process after the installation completes. Often, when customers know that they can’t completely ruin their computers, they’re more willing to guess on various settings, and they’re less likely to give up on the installation process. Another very valuable piece of advice is to familiarize users with the types of information they’ll need to provide during installation. For example, if you’re working in a retail envi- ronment, you might help customers decide certain settings before they start the installa- tion process. With respect to Windows Vista, considerations include the following: n The edition of Windows Vista that is to be installed n The name of the computer n The name of the primary user of the computer n Network security requirements Overall, through the use of reassurance and planning, you can make a potentially scary process much easier for the customers you support. Starting the Installation Process When you begin a clean installation by booting the computer, using the Windows Vista instal- lation media, the first page you see is shown in Figure 2-1. 50 Chapter 2 Installing Windows Vista Figure 2-1 The initial Windows Vista installation page The most common option is to begin the setup process by clicking Install Now. Other options include the ability to click What To Know Before Installing Windows. This command launches a Help and Support window that provides information about the entire upgrade process. Users who are new to the operating system installation process might want to read through the details. Another option is Repair Your Computer. The troubleshooting and repair process is covered in more detail in Lesson 3 of this chapter and in Chapters 12 and 13. One important note related to the Windows Vista installation process is that it uses a limited operating environment. Because a full operating system is not yet available on the computer, you are limited in the types of operations you can perform. For example, there is no way to run other programs, copy or paste text, or perform operations such as printing the help file. Although this does place some limitations on functionality, it also simplifies the information collection process. Customers should be reassured that they can modify many different sys- tem settings after they complete the operating system installation. Choosing Language and Preference Settings Microsoft designed Windows Vista to run on a broad range of hardware that is available throughout the world. Because users might want to perform the installation by using different settings that are unique to their environment, the setup process initially prompts for these details. Figure 2-2 shows the available options. They include the following: Lesson 2: Installing Windows Vista 51 Figure 2-2 Choosing Windows Vista setup language and preference settings n Language To Install Some versions of Windows Vista enable you to change the language that is used during the setup process and for the installed operating system. This feature is usually available in countries in which multiple languages are commonly spoken. n Time And Currency Format Different regions of the world use different conventions for displaying time and currency. This drop-down list enables you to select the most appro- priate option. n Keyboard Or Input Method Hardware that is produced to support different languages might include a variety of different keyboards or other input devices. The user can choose the type of device and its layout from this drop-down menu. After you have selected the appropriate options, click Next. Providing the Product Key To protect against software piracy and to ensure that users install a legitimate copy of their operating systems, Windows Vista requires an activation process. There are two main steps to the activation process itself. The first involves providing a product key. Figure 2-3 shows the installation process step that requests this information. 52 Chapter 2 Installing Windows Vista Figure 2-3 Providing product key information Most commonly, users can find their product key sticker located in one of several places: n In the Windows Vista product packaging For customers who have purchased a retail copy of Windows Vista, the product key should be located inside the Windows Vista packaging. The page shows an example of what the sticker should look like. n In additional computer documentation If a computer shipped with Windows Vista pre- installed, the manufacturer might have included the product key information on a cer- tificate or other document that shipped with the computer. n On a sticker attached to the computer New computers that shipped with the Windows Vista operating system might include a sticker that includes the product key. You can often find the sticker on the bottom of the computer (in the case of a notebook com- puter), or affixed to the back of the computer. n In an electronic format Customers can purchase Windows Vista online. In these situa- tions, they might have received the necessary product key information from a Web site or in an e-mail message. The product key information is automatically validated against a mathematical algorithm. This validation helps reduce the likelihood of entering an invalid product key. It is important to note, however, that just because a product key is accepted does not mean that the operating system will be successfully activated. Activation is performed after the operating system instal- lation is complete. Users have different options for performing activation. The most com- monly used method is to activate Windows Vista automatically over the Internet. You can use the check box on this page to select that option. [...]... configurations (real or hypothetical) in which each has a different edition of Windows 20 00 or Windows XP, such as Windows XP Professional For each configuration, list the installation types supported for the following editions of Windows Vista: q Windows Vista Home Basic q Windows Vista Home Premium q Windows Vista Business q Windows Vista Ultimate Chapter 2 Review 77 Practice 2: Application Compatibility... up-to-date hardware compatibility information for Windows Vista by running the Windows Vista Upgrade Advisor application on a potential upgrade candidate computer For more information, see the Windows Vista Upgrade Advisor Web site at http://www.microsoft.com /windows/ products/windowsvista/buyorupgrade/upgradeadvisor.mspx 2 It is always best practice to check Windows Update first, then the manufacturer’s... computers Figure 2- 16 The initial Windows Vista desktop 62 Chapter 2 Installing Windows Vista Installing Device Drivers The Windows Vista installation disc includes most of the device drivers required for the most typical hardware platforms Over time, however, there will be a need to add support for newer computers and peripherals Fortunately, there’s Windows Update When you install Windows Vista and determine... Windows Vista capable computer running Windows XP and an edition of Windows Vista that supports an in-place upgrade from your current version of Windows XP 1 Insert the Windows installation disc into the computer’s CD/DVD drive 2 On the Install Windows page, click Install now 3 On the Get Important Updates For Installation page, use the default selection and click Next This option enables Windows Vista. .. postinstallation configuration process, they’ll see a simple Thank You screen, as shown in Figure 2- 15 After clicking Start, users are able to begin working with Windows Vista Lesson 2: Installing Windows Vista 61 Figure 2- 15 Completing the postinstallation configuration process Figure 2- 16 shows the default Windows Vista desktop for a clean installation of the product At this point, customers typically click... with Windows Vista by visiting the 68 Chapter 2 Installing Windows Vista software manufacturer’s Web site In some cases, known workarounds might be listed, or software-based updates might be required to run under the new operating system Whenever possible, advise customers to select software that is designed to work with Windows Vista Most programs written for Windows XP also work in Windows Vista, ... bus (USB) scanner that is no longer accessible after upgrading to Windows Vista 66 Chapter 2 MORE INFO Installing Windows Vista Practice tests One of the benef its of performing an in-place upgrade to Windows Vista is that many existing device drivers can be used automatically Potential conflicts or issues are highlighted in the Windows Vista Upgrade Advisor, as described in Chapter 1 More information... configuring Windows Update settings, see Chapter 7, “Using Windows Security Center.” Lesson 2: Installing Windows Vista 59 Figure 2- 12 Configuring Windows Update settings during the setup process Reviewing Time and Date Settings Although most computers are already configured with the correct date and time, customers who have purchased new computers might need to change their time zone settings Figure 2- 13... troubleshoot hardware devices whether they’re installed before or after Windows Vista n Windows Vista provides several ways to resolve program compatibility issues, including a wizard and the ability to adjust compatibility settings manually n You can reinstall Windows Vista, using the clean installation method 74 Chapter 2 Installing Windows Vista Lesson Review You can use the following questions to test... terms for the selected edition of Windows Vista (see Figure 2- 5) Customers must accept the terms of the license agreement to continue with the setup process If a customer does not want to agree to the terms, he or she should contact the product vendor for options related to returning the software 54 Chapter 2 Figure 2- 5 Installing Windows Vista Reviewing the Windows Vista license terms Choosing an Installation . of Windows Vista support an in-place upgrade from Windows XP Professional? (Choose all that apply.) A. Windows Vista Home Basic B. Windows Vista Home Premium C. Windows Vista Business D. Windows. prompts for these details. Figure 2- 2 shows the available options. They include the following: Lesson 2: Installing Windows Vista 51 Figure 2- 2 Choosing Windows Vista setup language and preference. and other settings on their computers. Figure 2- 16 The initial Windows Vista desktop 62 Chapter 2 Installing Windows Vista Installing Device Drivers The Windows Vista installation disc includes most