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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
Improved user interface and accessibility
features
Windows Search


BranchCache
TM
, DirectAccess, and VPN
Reconnect

Productivity
Windows Virtual PC and Windows XP Mode

Manageability


Microsoft
Windows
PowerShell 2.0
Group Policy
Scripting


Windows
Troubleshooting
Packs
Problem Steps
Recorder
Improvements to
System Restore
Tool and
Reliability Monitor


AppLockerTM
Improvements
in auditing
Group policy
preferences

Reduce help
desk calls
Automation Flexibility
Windows Imaging (WIM) format and image-
based deployment
Modularization


Network deployment by using Windows
Deployment Services with Multicast with
multiple stream transfer and Dynamic driver
provisioning
The new Deployment Image Servicing and
Management (DISM) and improvements in
User State Migration Tool (USMT) 4.0


Deployment
Application recovery and error reporting

Detection and recovery from hard disk and
memory failures
Auto-tuning network stack for more efficient
bandwidth utilization


Reliability and performance
Defragmentation runs in the background

Data protection at document, file, directory,
computer and network levels
Rights Management Services (RMS)
Encrypting File System (EFS)


Windows BitLocker
TM
Drive Encryption and
Windows BitLocker To Go
TM

Internet Protocol Security (IPsec)


Multi-tiered data protection
Fundamentally secured platform
New features and improvements to protect
against worms, viruses, and malware


Administrators work at user privilege level
Streamlined User Account Control (UAC)


Security Usability
Clearer ways to organize, search for, and
view information
New communication, mobility, and
networking features


Key Features of Windows 7
Improvements to the user interface
Accessibility features


BranchCache
TM
, DirectAccess, and VPN
Reconnect

Enhanced user productivity
Reliable and consistent performance using
new hardware features
Improved application recovery and error
reporting


Detection and recovery from some hard
disk and memory failures
Auto-tuning network stack for more
efficient bandwidth utilization


Greater reliability and performance
Improved data protection at document,
file, directory and computer levels
Rights Management Services (RMS)


Windows BitLocker
TM
Drive Encryption
and Windows BitLocker To Go
TM

Internet Protocol Security (IPsec)


Multi-tiered data protection
Built on a fundamentally secure platform
based on Windows Vista foundation
New features and improvements to protect
against worms, viruses, and malware


Administrators work at user privilege level
Streamlined User Account Control (UAC)


Enhanced security Improved Usability
Clearer ways to organize, search for, and
view information
New communication, mobility, and
networking features


The key features of Windows 7
are categorized as follows:
Reliability and performance
Deployment
Usability
Security
Productivity
Manageability






Multi-tiered data protection
Windows 7
Ultimate
Windows 7
Enterprise

Windows 7
Professional
Windows 7
Home
Premium
Windows 7
Home Basic

Windows 7
Starter

Editions of Windows 7
Windows 7 Ultimate
Targeted for technical enthusiasts who want all
Windows 7 features, without a Volume License
agreement
Includes all the same features as the Windows 7
Enterprise
Not licensed for VDI scenarios
Windows 7 Enterprise
Business-focused edition, targeted for managed
environments, mainly large enterprises
Includes all features available in Windows 7
Professional edition
Additionally, it includes:
BitLocker and BitLocker To Go
AppLocker
DirectAccess
BranchCache
All worldwide interface languages
Enterprise Search Scopes
Virtual Desktop Infrastructure (VDI) enhancements
and ability to boot from a VHD

Windows 7 Professional
Business-focused edition for small and lower mid-
market companies and users who have networking,
backup, and security needs and multiple PCs or
servers
Includes all features available in Windows 7 Home
Premium edition
Additionally, it includes:
Core business features, such as Domain Join and Group
Policy
Data protection with advanced network backup and
Encrypted File System
Ability to print to the right printer at home or work with
Location Aware Printing
Remote Desktop host and Offline folders
Windows Virtual PC and Windows XP Mode.
Windows 7 Home Premium
The standard edition for customer. It provides full
functionality on the latest hardware, easy ways to
connect, and a visually rich environment
Includes all features available in Windows 7 Home
Basic edition
Additionally, it includes:
Windows Aero Glass, advanced windows navigation and Aero
background
Windows Touch (Multi-touch and handwriting support)
Ability to create a HomeGroup, which ease sharing across all
PCs and devices
DVD Video playback and authoring
Windows Media Center, Snipping Tool, Sticky Notes, Windows
Journal and Windows Sideshow
Windows 7 Home Basic
Targeted for value PCs in emerging markets, meant
for accessing the internet and running basic
productivity applications
Includes all features available in Windows 7 Starter
edition
Additionally, it includes:
No limit on number of programs you can run
Live Thumbnail previews and enhanced visual
experiences
Advanced networking support (ad-hoc wireless
networks and internet connection sharing)
Windows 7 Starter
Targeted specifically for small form factor PCs in all
markets
Only 32-bit
Features include:
Improved Windows Taskbar and Jump Lists
Windows Search
Ability to join a HomeGroup
Action Center, Device Stage, Fax and Scan
Enhanced media streaming, including Play To
Broad applications and device compatibility
No limitation on how many applications can run
simultaneously
Secured, reliable and supported operating system
Windows 7
Home Basic

Value edition in
emerging
markets


Windows 7
Professional
Windows 7
Home
Premium
Standard
consumer
edition

Does not
include
business
features

Consumers
Businesses
Windows 7
Ultimate

Enthusiasts
All features of
Windows features
Specialized
Windows 7
Starter

Entry-level edition
in all markets
Emerging Markets
Business-
focused
edition for
small and
lower mid-
market

Include
business
features
Windows 7
Enterprise

Business-focused
edition for large
enterprises
Enterprises
Entry Level PCs
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:





Limitation:
Improved performance
More memory
Improved device support
Improved security
Does not support the 16-bit Windows on
Windows (WOW) environment
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
Options for Installing Windows 7
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
Start the
computer
by using
Windows
PE
Connect to
a network
share
containing
Windows
7 files
Run
setup.exe
from the
network
share and
complete
the wizard
Running setup.exe
from a network share
Insert the
product
DVD
Start the
computer
by using
the
product
DVD
Complete
the wizard
Running setup.exe
from DVD
Create a
WIM file
from a
reference
computer
Start the
computer
by using
Windows
PE
Apply the
WIM file to
the target
computer
Install by using an
image
ImageX, Windows Deployment Service,
Microsoft Deployment Toolkit
Methods for Performing Clean Installation
Running setup.exe
from DVD
Installing by using an
image
Running setup.exe
from a network share
Discussion: Common Installation Errors
What potential issues might
you encounter when installing
Windows?
5 min
Demonstration: Configuring the Computer Name
and Domain/Workgroup Settings
5 min
In this demonstration, you will see how
to configure domain and workgroup
settings.
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
reinstallation of
applications
Does not require
additional storage
space
Does not require
replacing existing
computer hardware
Is the recommended
solution in home or
small offices scenarios

Migrate:
Requires a reinstallation
of applications
Typically, requires more
storage space
Typically, requires
replacing existing
computer hardware
Is the recommended
solution to achieve a
standardized
environment in a large
enterprise scenario
Identifying the Valid Upgrade Paths
Windows 95
Windows 98
Windows ME
Windows NT4
Windows 2000
Windows Vista SP1, SP2 Windows 7
Only clean install
Clean install
In-place upgrade
Clean install
Migration

Migration
Windows XP
Windows Vista RTM
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
Keep operating system up to date to
protect against any security threats:



Update can also be done during
upgrade (Dynamic Update)
Update
Determine any relevant updates
1
Apply all relevant updates to the
computer
2
After the upgrade:
Verify
Log on to the computer
1
Verify all applications and hardware
devices function correctly
2
Follow Windows Upgrade Advisor
recommendations if any
3
To perform an upgrade to Windows 7,
run setup.exe from:
Windows 7 product DVD
Network share
Upgrade
Protect against data loss, backup data
and settings by using appropriate
backup media:
CD/DVD disc
Network share
Any other backup media
Back up Evaluate
Evaluate whether your computer meets
the necessary requirements to run
Windows 7:




Use the following tools:
Hardware requirements
Application compatibility
Standard User Analyzer Tool
Microsoft Assessment and Planning
Toolkit

Windows Upgrade Advisor
Application Compatibility Toolkit
Evaluate
Back Up
Upgrade Verify
Update
Process for Upgrading to Windows 7
User State Migration
Tool (USMT) 4.0
Windows Easy
Transfer (WET)
Application
Settings
User
Preferences
User Data
Earlier
Version of
Windows
Windows 7
What to migrate
Identify which components are to be migrated
to the new operating system
Use one of the following migration tools:
Windows Easy Transfer (WET)
User State Migration Tool (USMT) 4.0


Tools for Migrating User Data and Settings
Back up user state, including:




Use one of the following migration
tools:

User settings
Application settings
User data
Back up
Windows Easy Transfer
User State Migration Tool
Run the Windows 7 installation
(setup.exe) from:
product DVD
Network share
Install
Windows 7
Keep your computer secure by keeping
up with current updates:
Update
Select check for updates during
installation

Check for updates after installation
After installing Windows 7, reinstall all
applications:
Install
Applications
Install the compatible version of the
applications

After installing applications, restore
user state by using:
Restore
Windows Easy Transfer
User State Migration Tool
Process for Migrating to Windows 7
Back Up
Install
Windows 7
Update
Install Applications
Restore
Transfer files and settings by using a network
Click A Network
Click This is my old computer
Start WET on the source computer
Click Next
On the destination computer, enter WET
key and then click Next
WET creates WET key
3
4
1
2
6
5
Click Transfer and proceed with the
wizard
7
Source
Computer
Destination
Computer
On destination computer:
Prepare for the migration on the destination
computer
Click Next
Select transfer method
Close all active programs
Start Windows Easy Transfer
Click I need to install now (if source
computer does not have WET)
Click This is my new computer
3
4
1
2
6
5
Select destination media and save WET files
7
Destination
Computer
To migrate by using WET:
WET is the recommended tool for scenarios in which you
have a small number of computers to migrate
Store the Windows 7 WET files to be Used on
the Source Computer
Migrate Files and Settings from the Source
Computer to the Destination Computer by
using:
Windows Easy Transfer cable
Network
Removable media or a network share
1
2
Migrating User Settings and Data by Using WET
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?
Provides the following benefits:
One image for many hardware configurations
Compression and single instancing
Multiple images in one file
Offline servicing of the image file
Installation on partitions of any size

Nondestructive deployments
Modification of image files using APIs
Bootable image support for Windows PE
A file-based image technology used to install
the Windows operating system
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
1
Build a reference installation
2
Create a bootable Windows PE Media
3
Capture the installation image
4
Deploy the installation image
5
Demonstration: Building an Answer File by Using
Windows SIM
10 min
In this demonstration, you will learn how
to create an answer file by using
Windows SIM.

Prepares an installation of Windows for
duplication, auditing, and delivery
Building a Reference Installation by Using
SysPrep
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
5 min
In this demonstration, you will see how
to create bootable Windows PE media
that can be used for imaging computers.

A command-line tool that is used to capture,
modify, and apply file-based WIM images
Capturing and Applying the Installation Image by
Using ImageX
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
5 min
In this demonstration, you will see how
to modify an image by using DISM.

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
Scanstate [StorePath] [/i:[path\]FileName] [Options]
Loadstate [StorePath] [/i:[path\]FileName] [Options]
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
Configuring VHDs
Create VHD



DiskPart Tool
Disk Management
MMC
Attach VHD to the
host computer
Prepare VHD

Install Windows
7 to the VHD
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
A native-boot VHD is a VHD that can
be used as the running operating
system on a computer without a
parent operating system
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:




To deploy a compatibility fix:
Search for a compatibility fix for an existing application
Create a new 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
6292A-LON-DC1
6292A-LON-CL1
6292A-LON-VS1
User name Contoso\Administrator
Password
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.
You are rolling out Windows 7 to the computers in your
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.
You are performing a manual test of the deployment
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.
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

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