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Greetings new-fangled Windows 8 users young and old!
This here is a support thread where we as a team of fellow Windows 8 veterans attempt to make installing, navigating, customizing, and personalizing Windows 8 a faster, easier, and pain free process. This thread was composed by a certain few, so if there was something missed that you feel should be in it for the greater good of the Windows 8 society, please feel free to suggest them. Our panel of judges will deliberate, debate, create and send through committees, and finally decide on those suggestions. We strive to keep the content fresh and modern as possible.
Administrator Brink’s (and others') tutorials will be referred to often. They can be found here: Windows 8 Tutorials
- Please note the alphabetical links above the category link icons or go to the index here: http://www.eightforums.com/tutorials/6795-windows-8-tutorial-index.html
- Welcome to the Windows 8 Forums Tutorial Section: http://www.eightforums.com/tutorials/2029-welcome-windows-8-forums-tutorial-section.html
Important: Please heed notices and warnings within the tutorials. If your not sure even after reading any instruction anywhere, please ask via a post. There are plenty of members that are willing to help you through any situation whether it is before, during, or after installation.
Handy Tip: Print all or a portion of this post and/or tutorials to keep with you while performing preparation, installation, and setup. Also use it to jot down personal notes while doing so.
Index:
Installation:
1. Make sure your computer is compatible to meet Windows 8 requirements.
2. Choose a proper edition of Windows 8 to fit your needs.
3. Backup! Backup! Backup!
4. Prepare your computer, download installation files, and install your Windows 8 software.
Setup/Personalization:
1. First-tasks time-savers
2. Personalization
Installation:
1.Make sure your computer is compatible to meet Windows 8 requirements.
Go to Control Panel -> System to find the basic description of your computer. Items to look for and take note of:
1) Windows Edition you have installed currently.
2) Processor (CPU) type and speed.
3) Installed memory (RAM) size.
4) System type: 64 bit (x64) or 32 bit (x86).
5) Pen and Touch if listed.
6) You need to make sure you have ample space for installation. You need at least 32 gigabytes (60 GB to be safe) of hard drive storage available.
a) The best way to view all information is to open Start Menu -> Right click computer -> Manage -> Choose Disk Management. This will show you all drives, partitions on them, and descriptions of all.
b) Another way is to go to Start menu -> Control Panel -> System -> Device Manager. When open, push Disk Drives -> Hard drive -> Right click -> Choose properties -> Volume tab -> Click populate. It will show you the size of all the drives/partitions in megabytes (MB).
c) And yet another way is to open Windows Explorer -> Right click your present OS drive (usually C) -> Properties. This will give you the overall “pie” graph to show GBs.
7) Go to Microsoft site page Windows 8 system requirements - Microsoft Windows or consider the requirement list below taken from that web page:
• Processor: 1 gigahertz (GHz) or faster with support for PAE, NX, and SSE2. More info: What is PAE, NX, and SSE2 and why does my PC need to support them to run Windows 8? (Please refer to note below also)
• RAM: 1 gigabyte (GB) (32-bit) or 2 GB (64-bit)
• Hard disk space: 16 GB (32-bit) or 20 GB (64-bit)
• Graphics card: Microsoft DirectX 9 graphics device with WDDM driver
Note: SecurAble is a free program you may want to download, install, and run to see if your CPU is capable of Physical Address Extension (PAE), NX, and SSE: https://www.grc.com/securable.htm
You may also want to refer to these two web pages:
Error when installing Windows 8 Release Preview: “Your - Microsoft Answers
PAE/NX/SSE2 Support Requirement Guide for Windows 8
Note: Windows 8 most often works great on the same hardware that powers Windows 7 and sometimes even older machines. If your computer does not meet the requirements, you may want to purchase a new one or upgrade the one you have with needed hardware. You may also want to visit your computer manufacture's website to see if they have provided a Window 8 compatibility upgrade guide, information for the system you intend on installing Windows 8, and/or updated drivers.
Additional requirements to use certain features:
• To use touch, you need a tablet or a monitor that supports multitouch. More info: Windows 8 multitouch hardware requirements
• To access the Windows Store and to download and run apps, you need an active Internet connection and a screen resolution of at least 1024 x 768
• To snap apps, you need a screen resolution of at least 1366 x 768
• Internet access (ISP fees might apply)
• Secure boot requires firmware that supports UEFI v2.3.1 Errata B and has the Microsoft Windows Certification Authority in the UEFI signature database
• Some games and programs might require a graphics card compatible with DirectX 10 or higher for optimal performance
• Microsoft account required for some features
• Watching DVDs requires separate playback software. More info: DVD playback options for Windows - Microsoft Windows Help
• Windows Media Center license sold separately. More info: Add features - Microsoft Windows
• BitLocker To Go requires a USB flash drive (Windows 8 Pro only)
• BitLocker requires either Trusted Platform Module (TPM) 1.2 or a USB flash drive (Windows 8 Pro only)
• Client Hyper-V requires a 64-bit system with second level address translation (SLAT) capabilities and additional 2 GB of RAM (Windows 8 Pro only)
• A TV tuner is required to play and record live TV in Windows Media Center (Windows 8 Pro Pack and Windows 8 Media Center Pack only)
• Free Internet TV content varies by geography, some content might require additional fees (Windows 8 Pro Pack and Windows 8 Media Center Pack only)
Here's a extensive question/answer guide: Windows Upgrade Offer - FAQ
Windows 8 Upgrade Assistant: Upgrade to Windows 8 - Microsoft Windows
2. Choose a proper edition of Windows 8 to fit your needs.
Choose an edition that’s right for you. For PC, Laptop, Notebook, Tablet, etc. Consider life style, business, play, etc. Check over each edition for features that are included. Which Windows is right for you? - Microsoft Windows
Note: Windows 8 brings in the new RISC based processors, or referred to as ARM processors. The identifying label on an ARM based PC will be “Windows RT”.
A) Search the Microsoft Windows site: Microsoft Windows
B) Search this Windows Eight Forums site: Advanced Search - Windows 8 Forums
If a member, ask in a thread or start one to ask for guidance on which version may be right for you. If a nonmember, you may want to consider joining and then asking.
C) Editions presently available:
1) Windows 8 (Download/Download + Backup Disc/Ship it): Buy Windows 8 - Microsoft Store Online
2) Windows 8 Pro (Download/Download + Backup Disc/Ship it): Windows 8 Pro - Microsoft Store Online
3) Windows 8 Pro Pack:
- Adds additional features to Windows 8.
- The purchasing info and a list of added features are found on this page: Microsoft Store Online
4) Windows 8 Professional System Builder edition:
- This edition is available through select online stores. As not to prejudice stores, please do an internet search of "Windows 8 Professional System Builder".
- Here is a page from the Microsoft OEM Partner Center on licensing: OEM System Builder Licensing
5) Windows 8 Enterprise and Enterprise Evaluation (expires after 90 days from installation date) Windows 8 Enterprise | Enterprise Software | Windows-8
6) Windows RT:
- Only available preinstalled on select tablets and PCs.
Note: Please be advised that the list may not be up to date. We will strive to keep it current.
___
3. Backup! Backup! Backup!
It is highly suggested and most important before going on is to backup your current OS and/or personal files in case installation of 8 goes wrong. The reasons are twofold. One is to be able to revert back to your current OS and the other is to keep your personal files safe. It is suggested to perform backup on exterior media such as a DVDs, thumb drives, external hard drives, and the like, not internal drives, even if it's an extra secondary non OS system drive.
Windows 7
1) Backup Complete Computer - Create an Image Backup: Backup Complete Computer - Create an Image Backup - Windows 7 Support Forums
Note: Please heed the warnings in that tutorial, especially that only the Windows 7 Professional, Ultimate, and Enterprise editions can backup to a network location. You will have to use a third party “Disk Imaging Software” or something similar to make a system image of the hard drive in other editions. Use your favorite search engine to search for “Disk Imaging Software” or similar to search for third party software. If you don't want to go to this extent, you may want to choose method 2.
Disclaimer: Using Third Party Software, including hardware drivers can cause serious problems that may prevent your computer from booting properly. No one can guarantee that any problems resulting from the use of Third Party Software can be solved. Using Third Party Software is at your own risk.
2) How to Back Up User and System Files in Windows 7: Backup User and System Files - Windows 7 Support Forums
Windows Vista
1) How to Create a Complete Computer Backup and Restore Image in Vista: Backup Complete Computer
Note: Please heed the warnings in that tutorial, especially that Windows Complete PC Backup is only available in the Vista Enterprise, Ultimate, and Business editions that can backup to a network location. You will have to use a third party “Disk Imaging Software” or something similar to make a system image of the hard drive in other editions. Use your favorite search engine to search for “Disk Imaging Software” or similar to search for third party software. If you don't want to go to this extent, you may want to choose method 2.
Disclaimer: Using Third Party Software, including hardware drivers can cause serious problems that may prevent your computer from booting properly. No one can guarantee that any problems resulting from the use of Third Party Software can be solved. Using Third Party Software is at your own risk
2) How to Backup Files with Optional Automatic Backups in Vista: Backup Files
Windows XP
We are currently working on the best way to backup and transfer personal files for XP, for Windows 8 does not read .bkf format, which is the file format XP uses in its' backup program. We suggest to perform the good old copy and paste files to external media for now. XP can be upgraded to 8 via the Upgrade Assistant and will tranfer personal files, but if anything goes wrong you may lose files. If you have an older machine there may not be any or some drivers to support Windows 8. It's suggested to run the Upgrade Assistant first to make sure: Upgrade to Windows 8 - Microsoft Windows The requirement for the Win 8 upgrade is SP3. To download: How to download Windows XP SP3 It is recommended temporarily disabling any antivirus you have installed to install SP3.
___
4. Prepare your computer, download installation files, and install your Windows 8 software.
Choose which method is best for you. Please read through the pros and cons of each method.
A) Clean Install http://www.eightforums.com/tutorials/2299-clean-install-windows-8-a.html
Pros:
a) Fresh start – no holdovers from previous OS or issues due to bugs in upgrade process.
c) May be faster than upgrade.
d) Reduces system configuration time.
e) Will cost less for a period of time to upgrade to Windows 8 than to custom install.
f) ?
Cons:
a) All existing applications and customizations are lost.
b) Reformat of disk will result in loss of all personal files (back up your system before you start).
c) Old OS no longer accessible (short of complete restore).
d) Can cause issues if the previous version of Windows has incompatible programs or drivers that may not work with 8
e) ?
B) Upgrade existing OS: http://www.eightforums.com/tutorials/2234-upgrade-install-windows-7-vista-windows-8-a.html
Pros:
a) Keep existing applications and just replace the OS.
b) Less expensive than full version.
c) Keeps user files and settings, along with compatible programs and drivers, but installs over a previous version of Windows to 8.
d) Easy way to start on a new OS without reinstalling applications.
e) ?
Cons:
a) Not all upgrade paths are supported. Unless you have your currently installed OS installation disc and/or keys, you won’t be able to return.
b) Not a perfect process.
c) No guarantee of hardware or application compatibility.
d) May not be able to go back.
e) ?
C) Dual boot: http://www.eightforums.com/tutorials/2344-dual-boot-installation-windows-8-windows-7-vista.html
Pros:
a) Choice to boot up in either.
b) Keep existing OS while learning and personalizing Windows 8.
c) Install a x64 (64 bit) version along with a x86 (32 bit) existing OS.
d) Install a x86 (32 bit) version along with a x64 (64 bit) existing OS.
e) Able to use both Windows 8 and a previous version and see how the new Windows interacts directly with your PC’s hardware.
f) ?
Cons:
a) May not be enough room on your disk drive. Not so much a problem with today’s disk sizes.
b) Any applications on the existing OS must be reinstalled on Windows 8 system.
c) Files for one OS may not be accessible from the other.
d) Must reboot to choose other OS.
e) Can be tedious to manage user data files between different Windows partitions, i.e. different user library locations, etc.
f) ?
D) VMware Player: http://www.eightforums.com/tutorials/2899-vmware-player-install-windows-8-a.html?ltr=V
Pros:
a) Keep existing OS while learning and personalizing Windows 8.
b) Supports 32-bit or 64-bit guest OS.
c) Switch over to either within each OS.
d) Can be uninstalled easily.
e) No need to buy another computer.
f) ?
Cons:
a) Requires more powerful machine.
b) Your PC needs to have a supported CPU (Virtualization support, high clock speed, preferably dual core).
c) May be a drain on resources (memory, processor, etc.).
d) Virtual machines require additional disk space.
e) If seeing how Windows 8 interacts with you PC hardware, a virtual environment doesn’t reflect your native hardware, such as graphics card driver support.
f) ?
E) VirtualBox: http://www.eightforums.com/tutorials/2241-virtualbox-install-windows-8-a.html?ltr=V
Pros:
a) Keep existing OS while learning and personalizing Windows 8.
b) VirtualBox supports 64-bit guest (virtual machine) operating systems, even on 32-bit host (your computer) operating systems, provided that certain conditions are met. Please see the warnings and notes in the above tutorial.
c) Switch over to either within each OS.
d) Can be uninstalled easily.
e) No need to buy another computer.
f) ?
Cons:
a) See above. Same as for VMware Player.
b) ?
F) Windows to Go (Windows 8 Enterprise Edition only): http://www.eightforums.com/tutorials/5349-windows-8-go-setup-usb-flash-drive-usb-disk.html
Microsoft’s library page on it: Windows To Go: Feature Overview
A Wikipedia article to read up on it: Windows To Go - Wikipedia, the free encyclopedia
Pros:
a) Mounts on, boots, and runs from mass storage devices such as USB flash drives and external hard disk drives.
Note: Although it can be on any qualifying USB drive (aka Stick), at the moment, Microsoft for Windows To Go has certified only two USB drives:
- Super Talent Express RC8 for Windows To Go
- Kingston DataTraveler Ultimate specialized for Windows To Go
b) “Portable” Windows goes where you go.
c) Works both on USB 2.0 and USB 3.0 connections, and both on legacy BIOS and UEFI firmware.
d) Allow enterprise administrators to provide users with an imaged version of Windows 8 that reflects the corporate desktop.
e) Able to use Windows 8 on most PCs (Windows 7 and 8 certified, and Windows Vista. Windows Xp PCs are less likely to run Windows 8 To Go drives as their firmware may not support USB booting or the PC’s hardware isn’t good enough to properly run Windows 8)
f) If in a BYOD workplace (Bring Your Own Device), a To Go drive is preferable if your workplace’s PCs have older software where you prefer newer software.
g) It wows people at your technological wizardness.
h) ?
Cons:
a) A USB 3.0 based flash drive of at least 32 gigabytes is required. Technically speaking a 16-gigabyte flash drive can be used as long as very few programs are installed.
b) USB boot from your PC’s BIOS or EUFI BIOS is needed.
c) Using USB 2.0 flash drives for Windows 8 To Go can be used, but performance is very slow. It’s useable up to the point where you are dealing with large files (500 MB) and saving them. It is also not preferable to use the system while installing software, drivers, or Windows Updates.
d) Windows 8 To Go is strictly limited to Windows 8 Enterprise edition. It uses volume activation (KMS servers) to keep Windows activated.
e) ?
G) VHD method: http://www.eightforums.com/tutorials/2393-windows-8-vhd-create-boot-dual-boot.html#post26689
NOTE: Supported in the Windows 8 Pro and Windows 8 Enterprise editions only.
Pros:
a) If you have a OEM computer where the OEM had setup 4 primary partitions on the HD or HDD where you cannot create a new partition on the HD or HDD to be able to install a second OS. Using this VHD method, they will be able to.
b) Does not require resizing existing partitions or creating new ones
c) Leaves existing Windows installation intact
d) Existing disk drives/partitions will still be accessible (drive letters may change)
e) Easy way to see if Windows 8 will run on your system, without wiping out existing installation
f) ?
Cons:
a) Requires more advanced steps during setup
b) Potential issues with hardware drivers, etc.
c) Possibly slower performance than with standard partition
d) If VHD is too small you may run out of space
e) Must reinstall applications
f) ?
Setup/Personalization:
1. First-tasks time-savers:
A) Windows 8 is quite different than previous OSs, especially learning navigation. There's a couple of ways to get to Help files.
1) Beginning on the Start Screen -> Press [Windows Key + C] or [finger or mouse pointer in either upper/lower right corners] -> Charms bar appears -> Select Settings -> select Help.
2) Press F1 on the desktop (open with Windows Key + D or Start Screen tile).
3) There are free and pay-for apps via the Store for learning 8 -> Open the Store via the Start Screen Store tile -> [Windows key + C] or [finger or mouse pointer in either upper/lower right corners] -> Charms bar appears -> Select search -> Type "learn windows" -> Results appear just below typing box.
B) Check time zone. Sometimes versions don’t offer this option upon installation: http://www.eightforums.com/tutorials/4193-time-zone-change-windows-8-a.html
C) By default "Safe Mode" is not an included option within Windows 8 Boot Manager. It's suggested to add it immediately in case it is needed for diagnostics. http://www.eightforums.com/tutorials/2758-safe-mode-add-windows-boot-manager-windows-8-a.html
D) Arrange Modern tiles and name groups on Start Screen. Straightway after you install, it’s recommended you title the groups of tiles so that when you install other apps or legacy programs those new tiles are added at the end of the Start Screen where they are easily accessible to work with. You can add the tiles to another group, unpin them, and/or title that group of tiles. Otherwise, this gets to be a big mess and chore: http://www.eightforums.com/tutorials/4870-start-screen-apps-organize-into-groups.html
E) Check Action Center notifications via the Control Panel to see if there are any issues. A very handy means of resolving problems.
F) Check Device Manager via the Control Panel to see if there are any yellow warning flags of perifierals and/or devices. Most often problems arise from wrong or impropely installed drivers. You may want check your manufacture's website to search for updated drivers and/or other software they may have. Here is a list on the MS site: Additional Windows 8 Upgrade Information
G) Turn on File Backup or make sure it is configured on so as not to lose valuable data in case of a crash. http://www.eightforums.com/tutorials/8872-backup-files-windows-8-a.html
H) The start screen is NOT a replacement for the start menu. The all apps area IS the replacement for the start menu. To get to All Apps -> Mouse right click on empty space of the Start Screen or hold (with touch screen) -> All Apps button appears. Or while in Start Screen push WinKey/Z then Enter.
Please read more on this here: http://www.eightforums.com/general-discussion/9789-all-apps-new-start-menu.html
I) Although Windows 8 is mainly designed as a touch UI, shortcut keys work well to navigate around. Here is a great list and other helpful posts: http://www.eightforums.com/tutorials/2355-windows-8-keyboard-shortcut-keys-list.html
J) ?
2. Personalization:
A) Set up administration and user accounts: http://www.eightforums.com/tutorials/?filter[1]=User%20Accounts
B) Set lock screen background and color: http://www.eightforums.com/tutorials/2639-lock-screen-background-image-change-windows-8-a.html
C) Change Desktop background: http://www.eightforums.com/tutorials/5538-desktop-background-change-windows-8-a.html
D) To access Start Screen colors/patterns, lock screen, and user account picture; either swipe in on the right side of the screen, move the mouse pointer in either top or bottom right corners, or press Start key and C at the same time. Then, tap or click on Settings charm, on the bottom you will see “Change PC Settings” It will take you to Personalize the Start Screen and various items.
E) Some apps are able to display updates on the Lock Screen. Under Personalize, scroll down a bit and select what apps you’d like to see on the Lock Screen. You can also select an app that can show more details on the Lock Screen, such as Calendar, Weather apps, or another support app.
F) By default, you will not see the items that were once on the legacy Windows Start Menu on the new Start Screen. This is partly due to Microsoft’s push to put the new apps on display. To get items such as Libraries, Computer, and/or Control Panel, you will need to pin them to Start. From the Start Screen, right click or swipe up from the bottom of a touch screen, then hit All apps. Scroll over to the right, and you a group called “Windows Accessories.” You will need to pin Computer and Control Panel. To do this, right click, and on the bottom command bar, select Pin to Start, or Pin to Taskbar. Do this for a folder, hard drive/network location, or a library.
G) On the Desktop, personalization settings are the same as with Windows 7. Right click on the Desktop, and click Personalize. You can also use the new Charms bar in the Settings charm, then selecting Personalization.
H) After lots of Desktop app installing, your All Apps screen with new program links such as help files, can make opening items from that screen less quick. To clean up items on both Start and All Apps screen, right click on a Desktop tile, and on the bottom, select Open file location. This will take you to the Desktop File Explorer where you can delete in mass these shortcuts. Keep in mind, deleting certain folder, such as Startup, will make you lose access to the Startup tab in Task Manger to enable or disable startup items.
I) Shortcuts: Windows 8 Tutorials (Top right)
J) ?
This here is a support thread where we as a team of fellow Windows 8 veterans attempt to make installing, navigating, customizing, and personalizing Windows 8 a faster, easier, and pain free process. This thread was composed by a certain few, so if there was something missed that you feel should be in it for the greater good of the Windows 8 society, please feel free to suggest them. Our panel of judges will deliberate, debate, create and send through committees, and finally decide on those suggestions. We strive to keep the content fresh and modern as possible.
Administrator Brink’s (and others') tutorials will be referred to often. They can be found here: Windows 8 Tutorials
- Please note the alphabetical links above the category link icons or go to the index here: http://www.eightforums.com/tutorials/6795-windows-8-tutorial-index.html
- Welcome to the Windows 8 Forums Tutorial Section: http://www.eightforums.com/tutorials/2029-welcome-windows-8-forums-tutorial-section.html
Important: Please heed notices and warnings within the tutorials. If your not sure even after reading any instruction anywhere, please ask via a post. There are plenty of members that are willing to help you through any situation whether it is before, during, or after installation.
Handy Tip: Print all or a portion of this post and/or tutorials to keep with you while performing preparation, installation, and setup. Also use it to jot down personal notes while doing so.
Index:
Installation:
1. Make sure your computer is compatible to meet Windows 8 requirements.
2. Choose a proper edition of Windows 8 to fit your needs.
3. Backup! Backup! Backup!
4. Prepare your computer, download installation files, and install your Windows 8 software.
Setup/Personalization:
1. First-tasks time-savers
2. Personalization
Installation:
1.Make sure your computer is compatible to meet Windows 8 requirements.
Go to Control Panel -> System to find the basic description of your computer. Items to look for and take note of:
1) Windows Edition you have installed currently.
2) Processor (CPU) type and speed.
3) Installed memory (RAM) size.
4) System type: 64 bit (x64) or 32 bit (x86).
5) Pen and Touch if listed.
6) You need to make sure you have ample space for installation. You need at least 32 gigabytes (60 GB to be safe) of hard drive storage available.
a) The best way to view all information is to open Start Menu -> Right click computer -> Manage -> Choose Disk Management. This will show you all drives, partitions on them, and descriptions of all.
b) Another way is to go to Start menu -> Control Panel -> System -> Device Manager. When open, push Disk Drives -> Hard drive -> Right click -> Choose properties -> Volume tab -> Click populate. It will show you the size of all the drives/partitions in megabytes (MB).
c) And yet another way is to open Windows Explorer -> Right click your present OS drive (usually C) -> Properties. This will give you the overall “pie” graph to show GBs.
7) Go to Microsoft site page Windows 8 system requirements - Microsoft Windows or consider the requirement list below taken from that web page:
• Processor: 1 gigahertz (GHz) or faster with support for PAE, NX, and SSE2. More info: What is PAE, NX, and SSE2 and why does my PC need to support them to run Windows 8? (Please refer to note below also)
• RAM: 1 gigabyte (GB) (32-bit) or 2 GB (64-bit)
• Hard disk space: 16 GB (32-bit) or 20 GB (64-bit)
• Graphics card: Microsoft DirectX 9 graphics device with WDDM driver
Note: SecurAble is a free program you may want to download, install, and run to see if your CPU is capable of Physical Address Extension (PAE), NX, and SSE: https://www.grc.com/securable.htm
You may also want to refer to these two web pages:
Error when installing Windows 8 Release Preview: “Your - Microsoft Answers
PAE/NX/SSE2 Support Requirement Guide for Windows 8
Note: Windows 8 most often works great on the same hardware that powers Windows 7 and sometimes even older machines. If your computer does not meet the requirements, you may want to purchase a new one or upgrade the one you have with needed hardware. You may also want to visit your computer manufacture's website to see if they have provided a Window 8 compatibility upgrade guide, information for the system you intend on installing Windows 8, and/or updated drivers.
Additional requirements to use certain features:
• To use touch, you need a tablet or a monitor that supports multitouch. More info: Windows 8 multitouch hardware requirements
• To access the Windows Store and to download and run apps, you need an active Internet connection and a screen resolution of at least 1024 x 768
• To snap apps, you need a screen resolution of at least 1366 x 768
• Internet access (ISP fees might apply)
• Secure boot requires firmware that supports UEFI v2.3.1 Errata B and has the Microsoft Windows Certification Authority in the UEFI signature database
• Some games and programs might require a graphics card compatible with DirectX 10 or higher for optimal performance
• Microsoft account required for some features
• Watching DVDs requires separate playback software. More info: DVD playback options for Windows - Microsoft Windows Help
• Windows Media Center license sold separately. More info: Add features - Microsoft Windows
• BitLocker To Go requires a USB flash drive (Windows 8 Pro only)
• BitLocker requires either Trusted Platform Module (TPM) 1.2 or a USB flash drive (Windows 8 Pro only)
• Client Hyper-V requires a 64-bit system with second level address translation (SLAT) capabilities and additional 2 GB of RAM (Windows 8 Pro only)
• A TV tuner is required to play and record live TV in Windows Media Center (Windows 8 Pro Pack and Windows 8 Media Center Pack only)
• Free Internet TV content varies by geography, some content might require additional fees (Windows 8 Pro Pack and Windows 8 Media Center Pack only)
Here's a extensive question/answer guide: Windows Upgrade Offer - FAQ
Windows 8 Upgrade Assistant: Upgrade to Windows 8 - Microsoft Windows
2. Choose a proper edition of Windows 8 to fit your needs.
Choose an edition that’s right for you. For PC, Laptop, Notebook, Tablet, etc. Consider life style, business, play, etc. Check over each edition for features that are included. Which Windows is right for you? - Microsoft Windows
Note: Windows 8 brings in the new RISC based processors, or referred to as ARM processors. The identifying label on an ARM based PC will be “Windows RT”.
A) Search the Microsoft Windows site: Microsoft Windows
B) Search this Windows Eight Forums site: Advanced Search - Windows 8 Forums
If a member, ask in a thread or start one to ask for guidance on which version may be right for you. If a nonmember, you may want to consider joining and then asking.
C) Editions presently available:
1) Windows 8 (Download/Download + Backup Disc/Ship it): Buy Windows 8 - Microsoft Store Online
2) Windows 8 Pro (Download/Download + Backup Disc/Ship it): Windows 8 Pro - Microsoft Store Online
3) Windows 8 Pro Pack:
- Adds additional features to Windows 8.
- The purchasing info and a list of added features are found on this page: Microsoft Store Online
4) Windows 8 Professional System Builder edition:
- This edition is available through select online stores. As not to prejudice stores, please do an internet search of "Windows 8 Professional System Builder".
- Here is a page from the Microsoft OEM Partner Center on licensing: OEM System Builder Licensing
5) Windows 8 Enterprise and Enterprise Evaluation (expires after 90 days from installation date) Windows 8 Enterprise | Enterprise Software | Windows-8
6) Windows RT:
- Only available preinstalled on select tablets and PCs.
Note: Please be advised that the list may not be up to date. We will strive to keep it current.
___
3. Backup! Backup! Backup!
It is highly suggested and most important before going on is to backup your current OS and/or personal files in case installation of 8 goes wrong. The reasons are twofold. One is to be able to revert back to your current OS and the other is to keep your personal files safe. It is suggested to perform backup on exterior media such as a DVDs, thumb drives, external hard drives, and the like, not internal drives, even if it's an extra secondary non OS system drive.
Windows 7
1) Backup Complete Computer - Create an Image Backup: Backup Complete Computer - Create an Image Backup - Windows 7 Support Forums
Note: Please heed the warnings in that tutorial, especially that only the Windows 7 Professional, Ultimate, and Enterprise editions can backup to a network location. You will have to use a third party “Disk Imaging Software” or something similar to make a system image of the hard drive in other editions. Use your favorite search engine to search for “Disk Imaging Software” or similar to search for third party software. If you don't want to go to this extent, you may want to choose method 2.
Disclaimer: Using Third Party Software, including hardware drivers can cause serious problems that may prevent your computer from booting properly. No one can guarantee that any problems resulting from the use of Third Party Software can be solved. Using Third Party Software is at your own risk.
2) How to Back Up User and System Files in Windows 7: Backup User and System Files - Windows 7 Support Forums
Windows Vista
1) How to Create a Complete Computer Backup and Restore Image in Vista: Backup Complete Computer
Note: Please heed the warnings in that tutorial, especially that Windows Complete PC Backup is only available in the Vista Enterprise, Ultimate, and Business editions that can backup to a network location. You will have to use a third party “Disk Imaging Software” or something similar to make a system image of the hard drive in other editions. Use your favorite search engine to search for “Disk Imaging Software” or similar to search for third party software. If you don't want to go to this extent, you may want to choose method 2.
Disclaimer: Using Third Party Software, including hardware drivers can cause serious problems that may prevent your computer from booting properly. No one can guarantee that any problems resulting from the use of Third Party Software can be solved. Using Third Party Software is at your own risk
2) How to Backup Files with Optional Automatic Backups in Vista: Backup Files
Windows XP
We are currently working on the best way to backup and transfer personal files for XP, for Windows 8 does not read .bkf format, which is the file format XP uses in its' backup program. We suggest to perform the good old copy and paste files to external media for now. XP can be upgraded to 8 via the Upgrade Assistant and will tranfer personal files, but if anything goes wrong you may lose files. If you have an older machine there may not be any or some drivers to support Windows 8. It's suggested to run the Upgrade Assistant first to make sure: Upgrade to Windows 8 - Microsoft Windows The requirement for the Win 8 upgrade is SP3. To download: How to download Windows XP SP3 It is recommended temporarily disabling any antivirus you have installed to install SP3.
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4. Prepare your computer, download installation files, and install your Windows 8 software.
Choose which method is best for you. Please read through the pros and cons of each method.
A) Clean Install http://www.eightforums.com/tutorials/2299-clean-install-windows-8-a.html
Pros:
a) Fresh start – no holdovers from previous OS or issues due to bugs in upgrade process.
c) May be faster than upgrade.
d) Reduces system configuration time.
e) Will cost less for a period of time to upgrade to Windows 8 than to custom install.
f) ?
Cons:
a) All existing applications and customizations are lost.
b) Reformat of disk will result in loss of all personal files (back up your system before you start).
c) Old OS no longer accessible (short of complete restore).
d) Can cause issues if the previous version of Windows has incompatible programs or drivers that may not work with 8
e) ?
B) Upgrade existing OS: http://www.eightforums.com/tutorials/2234-upgrade-install-windows-7-vista-windows-8-a.html
Pros:
a) Keep existing applications and just replace the OS.
b) Less expensive than full version.
c) Keeps user files and settings, along with compatible programs and drivers, but installs over a previous version of Windows to 8.
d) Easy way to start on a new OS without reinstalling applications.
e) ?
Cons:
a) Not all upgrade paths are supported. Unless you have your currently installed OS installation disc and/or keys, you won’t be able to return.
b) Not a perfect process.
c) No guarantee of hardware or application compatibility.
d) May not be able to go back.
e) ?
C) Dual boot: http://www.eightforums.com/tutorials/2344-dual-boot-installation-windows-8-windows-7-vista.html
Pros:
a) Choice to boot up in either.
b) Keep existing OS while learning and personalizing Windows 8.
c) Install a x64 (64 bit) version along with a x86 (32 bit) existing OS.
d) Install a x86 (32 bit) version along with a x64 (64 bit) existing OS.
e) Able to use both Windows 8 and a previous version and see how the new Windows interacts directly with your PC’s hardware.
f) ?
Cons:
a) May not be enough room on your disk drive. Not so much a problem with today’s disk sizes.
b) Any applications on the existing OS must be reinstalled on Windows 8 system.
c) Files for one OS may not be accessible from the other.
d) Must reboot to choose other OS.
e) Can be tedious to manage user data files between different Windows partitions, i.e. different user library locations, etc.
f) ?
D) VMware Player: http://www.eightforums.com/tutorials/2899-vmware-player-install-windows-8-a.html?ltr=V
Pros:
a) Keep existing OS while learning and personalizing Windows 8.
b) Supports 32-bit or 64-bit guest OS.
c) Switch over to either within each OS.
d) Can be uninstalled easily.
e) No need to buy another computer.
f) ?
Cons:
a) Requires more powerful machine.
b) Your PC needs to have a supported CPU (Virtualization support, high clock speed, preferably dual core).
c) May be a drain on resources (memory, processor, etc.).
d) Virtual machines require additional disk space.
e) If seeing how Windows 8 interacts with you PC hardware, a virtual environment doesn’t reflect your native hardware, such as graphics card driver support.
f) ?
E) VirtualBox: http://www.eightforums.com/tutorials/2241-virtualbox-install-windows-8-a.html?ltr=V
Pros:
a) Keep existing OS while learning and personalizing Windows 8.
b) VirtualBox supports 64-bit guest (virtual machine) operating systems, even on 32-bit host (your computer) operating systems, provided that certain conditions are met. Please see the warnings and notes in the above tutorial.
c) Switch over to either within each OS.
d) Can be uninstalled easily.
e) No need to buy another computer.
f) ?
Cons:
a) See above. Same as for VMware Player.
b) ?
F) Windows to Go (Windows 8 Enterprise Edition only): http://www.eightforums.com/tutorials/5349-windows-8-go-setup-usb-flash-drive-usb-disk.html
Microsoft’s library page on it: Windows To Go: Feature Overview
A Wikipedia article to read up on it: Windows To Go - Wikipedia, the free encyclopedia
Pros:
a) Mounts on, boots, and runs from mass storage devices such as USB flash drives and external hard disk drives.
Note: Although it can be on any qualifying USB drive (aka Stick), at the moment, Microsoft for Windows To Go has certified only two USB drives:
- Super Talent Express RC8 for Windows To Go
- Kingston DataTraveler Ultimate specialized for Windows To Go
b) “Portable” Windows goes where you go.
c) Works both on USB 2.0 and USB 3.0 connections, and both on legacy BIOS and UEFI firmware.
d) Allow enterprise administrators to provide users with an imaged version of Windows 8 that reflects the corporate desktop.
e) Able to use Windows 8 on most PCs (Windows 7 and 8 certified, and Windows Vista. Windows Xp PCs are less likely to run Windows 8 To Go drives as their firmware may not support USB booting or the PC’s hardware isn’t good enough to properly run Windows 8)
f) If in a BYOD workplace (Bring Your Own Device), a To Go drive is preferable if your workplace’s PCs have older software where you prefer newer software.
g) It wows people at your technological wizardness.
h) ?
Cons:
a) A USB 3.0 based flash drive of at least 32 gigabytes is required. Technically speaking a 16-gigabyte flash drive can be used as long as very few programs are installed.
b) USB boot from your PC’s BIOS or EUFI BIOS is needed.
c) Using USB 2.0 flash drives for Windows 8 To Go can be used, but performance is very slow. It’s useable up to the point where you are dealing with large files (500 MB) and saving them. It is also not preferable to use the system while installing software, drivers, or Windows Updates.
d) Windows 8 To Go is strictly limited to Windows 8 Enterprise edition. It uses volume activation (KMS servers) to keep Windows activated.
e) ?
G) VHD method: http://www.eightforums.com/tutorials/2393-windows-8-vhd-create-boot-dual-boot.html#post26689
NOTE: Supported in the Windows 8 Pro and Windows 8 Enterprise editions only.
Pros:
a) If you have a OEM computer where the OEM had setup 4 primary partitions on the HD or HDD where you cannot create a new partition on the HD or HDD to be able to install a second OS. Using this VHD method, they will be able to.
b) Does not require resizing existing partitions or creating new ones
c) Leaves existing Windows installation intact
d) Existing disk drives/partitions will still be accessible (drive letters may change)
e) Easy way to see if Windows 8 will run on your system, without wiping out existing installation
f) ?
Cons:
a) Requires more advanced steps during setup
b) Potential issues with hardware drivers, etc.
c) Possibly slower performance than with standard partition
d) If VHD is too small you may run out of space
e) Must reinstall applications
f) ?
Setup/Personalization:
1. First-tasks time-savers:
A) Windows 8 is quite different than previous OSs, especially learning navigation. There's a couple of ways to get to Help files.
1) Beginning on the Start Screen -> Press [Windows Key + C] or [finger or mouse pointer in either upper/lower right corners] -> Charms bar appears -> Select Settings -> select Help.
2) Press F1 on the desktop (open with Windows Key + D or Start Screen tile).
3) There are free and pay-for apps via the Store for learning 8 -> Open the Store via the Start Screen Store tile -> [Windows key + C] or [finger or mouse pointer in either upper/lower right corners] -> Charms bar appears -> Select search -> Type "learn windows" -> Results appear just below typing box.
B) Check time zone. Sometimes versions don’t offer this option upon installation: http://www.eightforums.com/tutorials/4193-time-zone-change-windows-8-a.html
C) By default "Safe Mode" is not an included option within Windows 8 Boot Manager. It's suggested to add it immediately in case it is needed for diagnostics. http://www.eightforums.com/tutorials/2758-safe-mode-add-windows-boot-manager-windows-8-a.html
D) Arrange Modern tiles and name groups on Start Screen. Straightway after you install, it’s recommended you title the groups of tiles so that when you install other apps or legacy programs those new tiles are added at the end of the Start Screen where they are easily accessible to work with. You can add the tiles to another group, unpin them, and/or title that group of tiles. Otherwise, this gets to be a big mess and chore: http://www.eightforums.com/tutorials/4870-start-screen-apps-organize-into-groups.html
E) Check Action Center notifications via the Control Panel to see if there are any issues. A very handy means of resolving problems.
F) Check Device Manager via the Control Panel to see if there are any yellow warning flags of perifierals and/or devices. Most often problems arise from wrong or impropely installed drivers. You may want check your manufacture's website to search for updated drivers and/or other software they may have. Here is a list on the MS site: Additional Windows 8 Upgrade Information
G) Turn on File Backup or make sure it is configured on so as not to lose valuable data in case of a crash. http://www.eightforums.com/tutorials/8872-backup-files-windows-8-a.html
H) The start screen is NOT a replacement for the start menu. The all apps area IS the replacement for the start menu. To get to All Apps -> Mouse right click on empty space of the Start Screen or hold (with touch screen) -> All Apps button appears. Or while in Start Screen push WinKey/Z then Enter.
Please read more on this here: http://www.eightforums.com/general-discussion/9789-all-apps-new-start-menu.html
I) Although Windows 8 is mainly designed as a touch UI, shortcut keys work well to navigate around. Here is a great list and other helpful posts: http://www.eightforums.com/tutorials/2355-windows-8-keyboard-shortcut-keys-list.html
J) ?
2. Personalization:
A) Set up administration and user accounts: http://www.eightforums.com/tutorials/?filter[1]=User%20Accounts
B) Set lock screen background and color: http://www.eightforums.com/tutorials/2639-lock-screen-background-image-change-windows-8-a.html
C) Change Desktop background: http://www.eightforums.com/tutorials/5538-desktop-background-change-windows-8-a.html
D) To access Start Screen colors/patterns, lock screen, and user account picture; either swipe in on the right side of the screen, move the mouse pointer in either top or bottom right corners, or press Start key and C at the same time. Then, tap or click on Settings charm, on the bottom you will see “Change PC Settings” It will take you to Personalize the Start Screen and various items.
E) Some apps are able to display updates on the Lock Screen. Under Personalize, scroll down a bit and select what apps you’d like to see on the Lock Screen. You can also select an app that can show more details on the Lock Screen, such as Calendar, Weather apps, or another support app.
F) By default, you will not see the items that were once on the legacy Windows Start Menu on the new Start Screen. This is partly due to Microsoft’s push to put the new apps on display. To get items such as Libraries, Computer, and/or Control Panel, you will need to pin them to Start. From the Start Screen, right click or swipe up from the bottom of a touch screen, then hit All apps. Scroll over to the right, and you a group called “Windows Accessories.” You will need to pin Computer and Control Panel. To do this, right click, and on the bottom command bar, select Pin to Start, or Pin to Taskbar. Do this for a folder, hard drive/network location, or a library.
G) On the Desktop, personalization settings are the same as with Windows 7. Right click on the Desktop, and click Personalize. You can also use the new Charms bar in the Settings charm, then selecting Personalization.
H) After lots of Desktop app installing, your All Apps screen with new program links such as help files, can make opening items from that screen less quick. To clean up items on both Start and All Apps screen, right click on a Desktop tile, and on the bottom, select Open file location. This will take you to the Desktop File Explorer where you can delete in mass these shortcuts. Keep in mind, deleting certain folder, such as Startup, will make you lose access to the Startup tab in Task Manger to enable or disable startup items.
I) Shortcuts: Windows 8 Tutorials (Top right)
J) ?
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