Module 3

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

The key Manageability

Deployment
features of Windows 7
Reliability and performance
GreaterEnhanced Productivity
Improved
reliability
Enhanced
are categorized user and
Usability
security
productivity
as performance
follows:
Multi-tiered Usability
Security
data protection
Multi-tiered data protection
Automation
Windows Reduce(WIM)help Flexibility
Usability Imaging format and image-
based
Data on
Improved
Reliable
Built deployment
Application
protection
Improvements a user
and desk
recovery at the
interface
fundamentally
consistent
to calls
and
document, error
and reporting
file, directory,
accessibility
performance
user secure
interfaceplatform
using
Clearer
Fundamentally
Improved
Security
Clearer ways
ways data
computertoto organize,
secured
protection
organize,
and network
search
platform
at for,
document,
search for,
levels
and
and
• features
new
based
Microsoft
view
file, hardware
on Windows
information
Modularization
directory features
• Windows
and Vista foundation
computer
• AppLockerTM
levels
Accessibility
view
Windows information
Detection and features
recovery
Troubleshooting from hard disk and
Multi-tiered
Rights
New features
Improved
New
Windows features data
Management and
application
Search and protection
Services
improvements
improvements
recovery (RMS)
•
andto
to protect
Improvements
error
protect
PowerShell
memory
New
Network
Rights 2.0failures
communication,
deployment
Management
TM Packs mobility,
by using
Services and
Windows
(RMS)
BranchCache
against
New worms,
communication,
reporting
against worms, ,viruses,
DirectAccess,
viruses, and
mobility,
and and VPN
malware
and
malware
in auditing
• Reliability
Encrypting
networking
Deployment
Group and
Policy Virtual
Reconnect File performance
System
features
Services
• Problem (EFS)
with
Steps Multicast with
Windows
networking
Windows®
Auto-tuning features
BitLocker
network PC and
TM
stackWindows
Drive
for • XP
Group
Encryption
more Mode
policy
efficient
Scripting
multiple
Detection stream
Administrators and Recorder
transfer
work
recovery at andprivilege
user
from Dynamic
privilege
some driver
level
hard
preferences
Deployment
Administrators
Windows®
and Windows
bandwidth work
BitLocker
BitLocker
utilization at
TM user
Drive
To Go level
Encryption and
TM
provisioning
BranchCache
disk and BitLocker TM , DirectAccess,
Improvements
memory failures
• TM to and VPN
Windows
Streamlined
Manageability User
System To Go
Account Control (UAC)
Restore(IPsec)
Reconnect
Internet
Streamlined Protocol
User Security
Account Control (UAC)
Defragmentation
The
Auto-tuning
new Deployment Toolruns
network in the
andImage
stack background
for
Servicing
more and
Internet
ProductivityProtocol Security
Reliability (IPsec)
Monitor
Management
efficient bandwidth (DISM) utilization
and improvements in
User State Migration Tool (USMT) 4.0
Notes Page Over-flow Slide. Do Not Print Slide.
See Notes pane.
Notes Page Over-flow Slide. Do Not Print Slide.
See Notes pane.
Editions of Windows 7

Consumers Businesses Specialized

Windows 7 Windows 7 7 Home
Ultimate
Enterprise
Professional
Premium
Windows
Ultimate 7 Windows Home
Starter
Basic
Enthusiasts Enterprises
Windows 7
Home Targeted
•• Business-focused
The
Targeted for value
standard
for technical
edition
specifically PCs enthusiasts
edition,
edition
for
for for
targeted
small
customer.
insmall
emerging
form who
and
for
It want PCsall
managed
lower
provides
factor
markets, mid-
full
meant
in
Windows 7 Professional Windows 7 Windows 7all
Premium Windows
environments,
market
functionality
for accessing
markets 7 features,
companies
on mainly
the the andwithout
large
latest
internet users a Volume
enterprises
who
hardware,
and have
running License
easynetworking,
basicways to
Enterprise Ultimate Enterprise
agreement
backup, and security needs and multiple PCs or
•• connect,
productivity
Includes
Only 32-bit
andfeatures
all a visually
applications rich environment
available in Windows 7
Windows 7 •• servers
Includes all
Professional
Includes all features
the sameAll
edition
features features
available
available
features of asWindows
in
in the Business-focused
WindowsWindows7
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Starter
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Enterprise
Includes
Basic
edition all
edition featuresWindows
available in Windows
features 7 for
edition Home
large
consumer • Additionally, it includes:
focused
edition
Windows 7 •• Premium
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• edition
licensed
Additionally,
Additionally,
edition
for
• BitLocker and
Windows Taskbar and Jump Lists enterprises
forincludes:
it
it VDI scenarios
includes:
BitLocker To Go
Home • small
• Additionally, and Search
Windows it includes:
Windows
••• lower
AppLocker
No limit Aeronumber
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can run and Aero
to on of programs
• Does not mid-
Premium Ability
background join a HomeGroup
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• market
include EmergingandMarkets Entry Level PCs
DirectAccess
•• Live
Policy
ActionThumbnail
Windows Center, previews
Touch Device Stage,
(Multi-touch andFaxenhanced visual
and Scan support)
handwriting
business
Windows 7 experiences
features BranchCache
Data
• •• Includeprotection
Ability
Enhancedto create
mediaawith Windows
advanced
HomeGroup,
streaming, 7 ease
network
which
including Windows
backup
To and
sharing
Play across7all
Home Basic Encrypted
Advanced
•• business
PCs File System
networking
and devices support (ad-hoc wireless
All worldwide
Broad
• features applications
Home
interface Basic
languages
and device compatibility
Starter
Windows 7 networks
• Ability
DVD Video and
to print internet
to theand
playback connection
right sharing)
printer at home or work with
authoring
• Enterprise
No limitationSearch
on how
Location Aware Printing Scopes
many applications
Value edition in can run
Entry-level edition
Starter • Windows Media
simultaneously Center, Snipping Tool, Sticky Notes, Windows
•• Virtual Desktop emerging
Infrastructure in all markets
(VDI) enhancements
Remoteand
Journal Desktop
Windowshost and Offline folders
Sideshow
Secured,
• and reliable
ability to bootandfrommarkets
supported
a VHDoperating system
• Windows Virtual PC and Windows XP Mode.
Hardware Requirements for Installing Windows 7

Hardware Minimum Requirements

CPU 1 GHz or faster

RAM 1 GB for 32-bit or 2 GB for 64-bit

GPU Aero Capable

Video RAM 128 MB

HDD Free 16 GB for 32-bit or 20 GB for 64-bit

Optical Drive 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

Limitation:

• Does not support the 16-bit Windows on

Windows (WOW) environment
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 do you typically

perform a clean installation
of Windows?

5 min
Methods for Performing Clean Installation

Running setup.exe
Running
Install
frombysetup.exe
using an
DVD
from afrom
network
DVD share
image

Insert the
Createthea Start
Start the
theto Complete
Apply the
Start Connect Run
product
WIM file setup.exe computer
Running computer the
WIMwizard
file to
computer a network setup.exe
DVD
from
from aanetwork share by
by using
using the target
by using share from the
reference
Windows the
Windows computer
containing network
computer
PE product
PE
Windows share and
DVD
7 files complete
Installing by using an the wizard
image
ImageX, Windows Deployment Service,
Microsoft Deployment Toolkit
Discussion: Common Installation Errors

What potential issues might

you encounter when installing
Windows?

5 min
Demonstration: Installing Windows 7 – Clean
Install

In this demonstration, you will see how

to install Windows 7 using a DVD.

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: Migrate:
• Does not require the • Requires a reinstallation
reinstallation of of applications
applications • Typically, requires more
• Does not require storage space
additional storage • Typically, requires
space replacing existing
• Does not require computer hardware
replacing existing • Is the recommended
computer hardware solution to achieve a
• Is the recommended standardized
solution in home or environment in a large
small offices scenarios enterprise scenario
Notes Page Over-flow Slide. Do Not Print Slide.
See Notes pane.
Identifying the Valid Upgrade Paths

Windows 95
Windows 98
Windows ME Only clean install
Windows NT4
Windows 2000

Windows XP Clean install

Windows Vista RTM Migration

• In-place upgrade
• Clean install
• Migration

Windows Vista SP1, SP2 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
Windows Upgrade Advisor is a downloadable 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
• Administrator privileges
• MSXML 6
• Internet connection
• 20 MB free HDD
 Keep operating
After the upgrade: system up to date to
protect
To against
perform any security
an upgrade threats:7,
to Windows
1
runLog on to the
setup.exe computer
from:
1 Determine any relevant updates
2 Verify all relevant
Apply all applications and hardware
updates to the
2 Windows 7 product DVD
devices
computer function correctly
Network share
Update
Verify
Upgrade 3 Follow Windows Upgrade Advisor
Update can also be done
recommendations if any during
upgrade (Dynamic Update)
Tools for Migrating User Data and Settings
What to migrate
Identify which components are to be migrated
User StatetoMigration
the new operating system
Tool (USMT) 4.0
Use one of the following migration tools:
User
Windows Easy Preferences
Transfer (WET)
User State Migration Tool (USMT) 4.0

Windows 7

User Data
Earlier
Version of
Windows Windows Easy
Application Transfer (WET)
Settings
 Back up user state, including:
User settings
Run the Windows 7 installation
Applicationfrom:
(setup.exe) settings
User data
product DVD
UseNetwork
one of the
share following migration
Install
Back up tools:
Windows 7
Windows Easy Transfer
User State Migration Tool
Migrating User Settings and Data by Using WET

Prepare
WET for the migration
is the recommended tool foron the destination
scenarios in which you
Transfer files and settings
computer
have a small number
by using a network
of computers to migrate
On 1destination computer:
Start WET
To migrate on the
by using source computer
WET:
1 Close all active programs
Click the
2 Store Next Windows 7 WET files to be Used on
12 Start Windows Easy Transfer
3 the Source
Click Computer
A Network Destination
Source
3 Click Next Computer
Computer
4 Migrate
Click Files
This is and
my Settings
old from the Source
computer
24 Select transfer method
Computer to the Destination Computer by
5 WET creates WET key
5 using:
Click This is my new computer
6 • On the destination
Windows Easy computer,
Transfer cable enter WET
6 Click I need
key and then to install
click Nextnow (if source
Network does not have WET)
• computer
7 Click Transfer and proceed with the
Removable
7 • Select media ormedia
destination a network share WETDestination
and save files
wizard Computer
Lesson 4: Performing an Image-Based
Installation of Windows 7
• What Is Windows Imaging File Format?

• Tools for Performing an Image-Based Installation

• Image-Based Installation Process

• Demonstration: Building an Answer File by Using Windows

SIM
• Building a Reference Installation by Using SysPrep

• Demonstration: Creating Bootable Windows PE Media

• Capturing and Applying the Installation Image by Using

ImageX
• 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:
One image for many hardware configurations

Multiple images in one file

Compression and single instancing

Offline servicing of the image file

Installation on partitions of any size

Modification of image files using APIs

Nondestructive deployments

Bootable image support for Windows PE

Tools for Performing Image-Based Installation

Windows Setup (setup.exe)

Answer File
Catalog
Windows Automated Installation Kit (Windows AIK)
Windows System Image Manager (Windows SIM)
Windows Preinstallation Environment (Windows PE)
ImageX
User State Migration Tool (USMT)
Deployment Image Servicing and Management (DISM)
Sysprep
Diskpart
Windows Deployment Services (WDS)
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

In this demonstration, you will learn how

to create an answer file by using
Windows SIM.

10 min
Notes Page Over-flow Slide. Do Not Print Slide.
See Notes pane.
Building a Reference Installation by Using
SysPrep

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

In this demonstration, you will see how

to create bootable Windows PE media
that can be used for imaging computers.

5 min
Capturing and Applying the Installation Image by
Using ImageX
A command-line tool that is used to capture,
modify, and apply file-based WIM images

Use ImageX 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

ImageX [/flags “EditionID”] [{/dir | /info | /capture |

/apply | /append | /delete | /export | /mount |
/mountrw | /unmount | /split} [Parameters]
Demonstration: Modifying Images by Using DISM

In this demonstration, you will see 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:

• ScanState and LoadState

• Config.xml and Migration .xml files
• Component manifests for Windows Vista, Windows 7, and
down-level manifests for Windows XP
• USMT internal files

Scanstate [StorePath] [/i:[path\]FileName] [Options]

Loadstate [StorePath] [/i:[path\]FileName] [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 Deploy VHD

Copy VHD to
computer to run in
Create VHD VM
Prepare VHD
DiskPart Tool
Copy VHD to
Install Windows computer to run in
7 to the VHD Native Boot
Disk Management
MMC Add a Native Boot
VHD to the Boot
Attach VHD to the Menu
host computer

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 Review
• Why do you use Sysprep before capturing an image?

• Why is Windows PE required as part of the imaging

process?