Module 1

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 Manageability Deployment The key features of Windows 7 Reliability and performance Productivity Greater Enhanced Improved reliability Enhanced user and Usability security productivity performance are categorized as follows: Usability Security Multi-tiered data protection Multi-tiered data protection Automation Flexibility Reduce help (WIM) format and image Windows Usability Imaging desk calls based deployment Data on protection at the document, file, directory, Application recovery and error reporting Improved user interface and accessibility Reliable Built a and fundamentally consistent performance secure platform using Improvements to user interface Clearer ways to organize, search for, and Fundamentally secured platform Improved data protection at document, Security computer and network levels Clearer ways to organize, search for, and Microsoft Windows AppLockerTM features new based hardware on Windows features Vista foundation view information Modularization file, directory and computer levels Accessibility features view information Detection and recovery from hard disk and Windows Troubleshooting Multi-tiered data protection Improvements Rights Management Services (RMS) New features and improvements to protect New features and improvements to protect Improved application recovery and error Windows Search PowerShell 2.0 Packs memory failures TM New communication, mobility, and Network deployment by using Windows Rights Management Services (RMS) in auditing BranchCache ,viruses, DirectAccess, and VPN New against worms, and malware communication, mobility, and against worms, viruses, and malware reporting Reliability and performance Encrypting File System (EFS) Group Policy Virtual networking features Problem Steps Deployment Services with Multicast with Reconnect Windows PC and Windows XP Mode Group policy TM networking features Windows BitLocker Drive Encryption Auto-tuning network stack for more efficient Scripting Recorder multiple stream transfer andprivilege Dynamic driver Administrators Administrators work at user privilege level Detection and recovery from some hard preferences TM Deployment work at user level TM Windows BitLocker Drive Encryption and and Windows BitLocker To Go bandwidth utilization TM BranchCache Improvements to provisioning , DirectAccess, and VPN disk and memory failures TM Windows BitLocker To Go Streamlined User Account Control (UAC) System Restore Manageability Reconnect Internet Protocol Security (IPsec) Streamlined User Account Control (UAC) Defragmentation runs in the background The new Deployment Image Servicing and Auto-tuning network stack for more Tool and Internet Protocol Security (IPsec) Management Productivity Reliability Monitor (DISM) and improvements in efficient bandwidth utilization User State Migration Tool (USMT) 4.0

Editions of Windows 7
Windows 7 Windows Ultimate 7 Home Windows 7 Premium Enterprise
Windows 7 Standard Professional
consumer edition Windows 7

Consumers

Does not Premium include business Windows 7 features

Home

Windows 7 Targeted for value technical enthusiasts who want all Business-focused edition, edition for targeted small and for managed lower mid The standard edition for customer. It provides full Targeted for specifically PCs for in small emerging form factor markets, PCs meant in all Professional Windows 7 Windows 7 Windows 7 features, without a Volume License environments, market companies mainly and large users enterprises who have networking, functionality on the latest hardware, easy ways to for accessing markets the internet and running basic Ultimate Enterprise agreement backup, and security needs and multiple PCs or connect, and a visually rich environment productivity applications Includes all features available in Windows 7 Only 32-bit servers Includes all features the same features asWindows the Business-focused Windows 7 edition features available in Windows 7 Starter Home All features of Professional Includes all available in 7 Business include: Enterprise Features Includes all features available in Windows 7 for Home Windows features edition large Basic edition edition focused Additionally, it includes: edition Improved Windows Taskbar and Jump Lists enterprises Premium edition for Not licensed for VDI scenarios Additionally, it includes: BitLocker and BitLocker To Go Additionally, it includes: and Search small Windows Additionally, it includes: lower Windows Aero Glass, advanced windows navigation midAppLocker limit number of programs you can run and Aero No Ability to on join a HomeGroup
background market Core business features, such as Domain Join and Group Emergingand Markets Entry Level PCs DirectAccess Thumbnail previews enhanced visual Policy Live Action Center, Stage, Fax and Scan support) Windows Touch Device (Multi-touch and handwriting experiences Include BranchCache Data protection with advanced network backup Windows 7 ease Windows 7all Ability to create a HomeGroup, which sharing across Enhanced media streaming, including Play To and

Businesses Specialized Windows 7 7 Home Ultimate Enterprise Professional Premium Windows Home Starter Enthusiasts Basic Enterprises

Home Basic Windows 7 Starter

Encrypted File System business networking support (ad-hoc wireless PCs and devices Home Basic Starter Advanced All worldwide interface languages Broad applications and device compatibility features networks and internet connection sharing) Ability to print to the right printer at home or work with DVD Video playback and authoring Search Scopes Enterprise No limitation on how many applications can run Entry-level edition Value edition in Location Aware Printing Windows Media Center, Snipping Tool, Sticky Notes, Windows simultaneously in all markets emerging Desktop Infrastructure (VDI) enhancements Journal Windows Sideshow Virtual Remoteand Desktop host and Offline folders markets Secured, reliable and supported and ability to boot from a VHDoperating system Windows Virtual PC and Windows XP Mode.

Hardware Requirements for Installing Windows 7

Hardware
CPU RAM GPU
Video RAM HDD Free Optical Drive

Minimum Requirements
1 GHz or faster 1 GB for 32-bit or 2 GB for 64-bit Aero Capable
128 MB 16 GB for 32-bit or 20 GB for 64-bit 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 setup.exe Install by using an from DVD from a network from image DVD share

Insert the Start Create a Start the theto Start the Connect product WIM file setup.exe computer Running computer computer a network DVD by from a from anetwork share by using using by using share the reference Windows Windows containing product computer PE PE Windows DVD 7 files
Installing by using an image

Complete Apply the Run the wizard WIM file to setup.exe the target from the computer network share and complete the wizard

ImageX, Windows Deployment Service, Microsoft Deployment Toolkit

Discussion: Common Installation Errors

What potential issues might you encounter when installing Windows?

5 min

Demonstration: Configuring the Computer Name and Domain/Workgroup Settings

In this demonstration, you will see how to configure domain and workgroup settings.

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:
Does not require the

Migrate:
Requires a reinstallation

reinstallation of applications

of applications
storage space

Does not require

Typically, requires more Typically, requires

additional storage space replacing existing computer hardware solution in home or small offices scenarios

Does not require

replacing existing computer hardware

solution to achieve a standardized environment in a large enterprise scenario

Is the recommended

Is the recommended

Identifying the Valid Upgrade Paths

Windows Windows Windows Windows Windows 95 98 ME NT4 2000

Only clean install

Windows XP Windows Vista RTM

Clean install

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 MSXML 6 20 MB free HDD

Administrator privileges
Internet connection

Process for Upgrading to Windows 7

Evaluate

Update

Update Verify Evaluate Upgrade Back up

Evaluate whether your computer meets the necessary requirements to run Windows 7: Up Keep operating systemBack up to date to After the upgrade: Protect against data loss, backup data Hardware requirements protect against any security threats: perform To an upgrade to Windows 7, and settings by using appropriate Log on to the computer 1 run setup.exe from: compatibility Determine any relevant updates backup media: 1 Application Verify all disc applications and hardware 2 Apply all relevant updates to the 2 CD/DVD Windows 7 product DVD devices function correctly Use the following tools: computer share Network Windows Upgrade Advisor Follow Windows Upgrade Advisor 3 Update can also be done Any other backup media recommendations if any during Application Compatibility Toolkit upgrade (Dynamic Update) Standard User Analyzer Tool Microsoft Assessment and Planning Toolkit
Verify Upgrade

Tools for Migrating User Data and Settings

Identify which components are to be migrated User State Migration to the new operating system Tool (USMT) 4.0
Use one of the following migration tools: Windows Easy
User Preferences Transfer (WET)

What to migrate

User State Migration Tool (USMT) 4.0

Windows 7 User Data Earlier Version of Windows Application Settings

Windows Easy Transfer (WET)

Process for Migrating to Windows 7

Back Up

Restore

Install Install Restore Update Back up Applications Windows 7

Windows 7 User settings Keep your computer secure by keeping Run the Windows 7 installation After installing applications, restore all Windows up current updates: 7, reinstall Application settings with (setup.exe) from: user state by using: applications: Select check for updates during User data product DVD Install the compatible version of the Easy Transfer Windows installation applications Use oneState of the following migration Network share User Migration Tool Check for updates after installation tools:

Back up user state, including: Install

Windows Easy Transfer User State Migration Tool

Install Applications

Update

Migrating User Settings and Data by Using WET Prepare for the migration the destination WET is the recommended tool foron scenarios in which you Transfer files and settings by using a network computer have a small number of computers to migrate
On 1 destination computer: To migrate by using WET: Start WET on the source computer
1 Close all active programs 2 Store Click the Next Windows 7 WET files to be Used on 12 Start Windows Easy Transfer Source Computer 3 the Click A Network Destination Source 3 Click Next Computer Computer Files and Settings from the Source 4 Migrate Click This is my old 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 computer, enter WET Windows Easy Transfer cable 6 Click I need install key and then to click Nextnow (if source computer Network does not have WET) 7 Click Transfer and proceed with the Removable media or a network share WET 7 Select destination media and save files Destination

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

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

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 Create VHD
DiskPart Tool

Deploy VHD
Copy VHD to computer to run in VM Copy VHD to computer to run in Native Boot Add a Native Boot VHD to the Boot Menu Use WDS to deploy VHD images for native boot

Prepare VHD
Install Windows 7 to the VHD

Disk Management MMC Attach VHD to the host computer

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

refers to a compatibility fix

In the application compatibility context, a shim

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: Installing and Configuring Windows 7

Exercise 1: Migrating Settings by Using Windows Easy

Transfer

Exercise 2: Configuring a Reference Image Exercise 3: Deploying a Windows 7 Image

Logon information

Virtual machines User name Password

6292A-LON-DC1 6292A-LON-CL1 6292A-LON-VS1

Contoso\Administrator Pa$$w0rd

Estimated time: 90 minutes

Lab Scenario
The first batch of Windows 7 computers has arrived. As

part of the deployment process, you need to migrate user settings from existing Windows XP computers to the new Windows 7 computers. organization. To do this you are creating a reference image of Windows 7 that can be applied to other computers. The image is generalized by using Sysprep. process for new images. Eventually, this process will be automated. In this test run, you are ensuring that you have the correct syntax for all of the commands used to start the capture of user settings from the old computer, apply the reference image to the new computer, and then apply user settings to the new computer.

You are rolling out Windows 7 to the computers in your

You are performing a manual test of the deployment

Lab Review
Why do you use Sysprep before capturing an image? Why is Windows PE required as part of the imaging

process?

Module Review and Takeaways

Review Questions Common Issues and Troubleshooting Tips

Best Practices
Tools