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Improving the setup experience of Windows 8

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Installing Windows is a complex operation that provides an incredibly unique capability—the ability to run a new version of Windows on a vast array of hardware configurations and combinations that were designed with no knowledge of a future Windows, even a version with substantial re-architecture of the Kernel. While most people do not experience the full code path of setup/upgrade (because they buy new PCs and choose to get a new version of Windows that way), even orchestrating the new PC “out of box experience” (OOBE) is a complex technical challenge. Our aim in improving setup is to reduce the time from start to finish so that customers can get to Windows and use the full power of Windows to further customize and ultimately enjoy their new Windows experience. This post was written by Christa St. Pierre on our Setup and Deployment team.

 

–Steven

(Note, we’re taking a break for the US Holiday)

 

Setup is something that gets a lot of attention from us in any Windows release. It needs to just work reliably across a huge number of variations of hardware and software. This is true whether you are upgrading your own laptop, or you’re an IT pro who is migrating 10,000 desktops in an enterprise using broad deployment tools. For Windows 7 our main focus was on improving successful install rates, and we did a lot of work to improve reliability and deal with many tough (but relatively rare) cases that had caused problems in setting up earlier versions of Windows. This work gave Windows 7 a more reliable setup experience than in any previous Windows release, as measured by lab testing, customer support incidents, and setup telemetry.

For Windows 8, our goal was to continue to improve reliability while also improving the installation experience and raw performance. Not only did we want it to be rock solid, but also faster and easier to use.

A big challenge

 

Although millions of people choose to upgrade their existing PCs, most people choose to get a new version of Windows preinstalled on a new PC. In the past that often had to do with increasing system requirements in new Windows releases, and the need to purchase new PCs with more power to run the new version. With Windows 7 however, we made a commitment to work on many more existing PCs by keeping system requirements low and maintaining compatibility. We’ve continued that commitment with Windows 8, so many of you with existing PCs can simply upgrade. Looking just at Windows 7 customers, there are currently more than 450 million PCs that will be able to run Windows 8, but we expect that many systems running Windows Vista and even Windows XP will also be eligible.

Support for these PCs running different Windows versions is a big challenge in terms of testing all possible upgrade paths, languages, service packs, architectures, and editions. When you think about it, it is a rather remarkable achievement that hardware designed for one OS can be supported on an OS that did not exist when the hardware was created, especially considering that connecting hardware to software is a fundamental role played by the OS.

There are always complexities involving hardware support. Sometimes PCs are equipped with peripherals that require updated drivers for Windows 8, and in other cases, for any number of reasons, a PC maker decides that a particular model or configuration is not supported on a new version of Windows. There are also complexities in getting software to work seamlessly upon upgrade, particularly utilities that hook into the lowest levels of Windows such as anti-virus, disk format and defrag, or virtualization. While we have a massive test and ecosystem effort, ultimately the final say on support on a new version of Windows for a PC, peripheral, or software package is determined by the maker of that product. Our commitment to keeping things running and bringing forward software is industry leading and continues with Windows 8. At one recent team meeting, a member of our team showed Windows 8 running Excel version 3.0, which is the 16-bit version of Excel from 1990!

 

Perceived as “difficult”

 

During planning for Windows 8, we wanted to hear from customers who chose not to upgrade to Windows 7 even though their PCs would run it. In 2010 we commissioned a study of how people make PC purchase decisions, and talked to customers in three global markets to find out more. While the list of reasons as to why a customer chose not to upgrade varied by market, we have received notable feedback that upgrading the PC was perceived as difficult. So even though many customers wanted to upgrade, the current setup experience might be something that just wasn’t easy enough to make them feel confident in doing so.

 

Different customer needs

 

Hearing that some customers think it is too difficult really highlights the fact that we have many different customer needs we need to fulfill with setup. Most customers who buy a Windows upgrade from a retailer just want it to be fast and easy, but a few also want to be able to do some more complex things, such as setting up in a multi-boot configuration. And of course, we also have the IT Pro customers, who need to take full control over configurations, install from network as well as media, and add customizations to the setup image. The advanced user’s needs are a lot like those of the IT Pro, both because they require more fine-tuned control and because it’s hard for us to predict exactly which controls they may want to manipulate. For this reason, we have not created a “super advanced setup” mode, but we encourage people who want to create unattended setup configurations for home or work to use our standalone deployment tools. In Windows 7, we provided a Windows Automated Installation Kit, and in Windows 8 we have enhanced that with additional tools in the Windows Assessment and Deployment Kit, which is available for download to MSDN subscribers.

For this post, I’ll talk mostly about the interactive GUI setup experiences, since that’s where we have the most changes. We sought to maintain very high backwards compatibility with existing unattended installation configurations that IT Pros or advanced users have spent time on for Windows 7, so you can expect those to work consistently for Windows 8 as well, without having to start over. So rest assured that your custom deployments continue to be fully supported as before.

Streamlining the end-to-end experience

 

Leaving aside automated installations and just looking at the typical GUI scenarios, we still wanted to serve two distinct customer groups in the setup user experience:

  • People who want an easy way to upgrade to the new release with an absolute bare minimum of hassle
  • People who want to do a clean install, and want more control of setup options, disk layout, and partition configuration

The way we approached these needs was based on the realization that the first group typically runs setup in the UI of their current Windows OS (i.e. they launch it like an app), while the second group typically runs setup from boot media. So, rather than trying to rationalize two fairly different experiences and customer requirements, we chose to maintain two setup user experiences: a streamlined setup that you reach by running an .exe from the DVD or via web delivery, and an advanced setup that runs when you boot off of a DVD or USB key. The streamlined setup is a new experience, optimized for ease-of-use, upgrades, and web delivery via download. Advanced setup is the home of all things familiar to the advanced user, including full support for unattended installation, partition selection, and formatting. Under the covers they share all of the same setup engine components. So both experiences benefitted from our ability to focus on a common codebase for performance and reliability enhancements.

 

 

 

Shifting towards web delivery methods

 

Before going into the detail on the user experience changes, there’s one big change that is important to call out. In the past, if you wanted to buy an upgrade for Windows, it involved purchasing a boxed product from a retail outlet, taking it home, (sometimes being infuriated while trying to open the box,) and inserting a DVD. However, buying boxed software is quickly becoming the exception rather than the rule, with more and more software being purchased online as broadband penetration increases and large-size media downloads become more common. While we will continue to offer boxed DVDs, we are also making it easier than ever to purchase and install online. This includes starting the setup experience online as well, and having one continuous integrated experience from beginning to end. There is also one big advantage that is a favorite of mine. With our web setup experience, we actually “pre-key” the setup image that is downloaded to a unique user, which means that you don’t have to type in the 25-digit product key when you install!

Streamlining - Reducing repetition and integrating experiences

 

More than 20 million customers downloaded and ran the Windows 7 Upgrade Advisor during the first six months of availability. Many customers also ran Windows Easy Transfer during this same time period. A reasonable (and often recommended) installation experience for Windows 7 followed a flow like this:

  1. Download and install Windows 7 Upgrade Advisor
  2. Run Windows Upgrade Advisor
  3. Run Windows Easy Transfer to save files and settings
  4. Run Windows 7 setup and clean install
  5. Run Windows Easy Transfer to restore files and settings

This end-to-end experience included 4 different web and client experiences and required the average customer to walk through 60 screens to complete. The primary reason for the high screen count was the repetition of information. We can visualize it something like this:

5327.Windows_2D00_7_2D00_installation_2D00_screens_5F00_thumb_5F00_2B0530A5.png

A common Windows 7 installation experience: Upgrade Advisor, Windows Easy Transfer, and Setup

In Windows 8, rather than having Upgrade Advisor, Setup, and Windows Easy Transfer as separate apps or features, we’ve folded them together into one fast and fluid experience in which we first determine if your PC, apps, and devices will work in the new OS, note which things you want to keep (apps, files and/or settings), and then install the new OS.

We’ve also added the capability for setup to resume automatically after certain actions (such as resolving a blocking compatibility problem), which in the past would have required restarting setup again from the beginning.

Here’s what to expect when you launch the new setup experience from the web :

 

Determining compatibility

The first thing we do is scan the PC to determine compatibility, resulting in a summary report such as this one:

3005.Setup_2D00_compatibility_2D00_summary_5F00_thumb_5F00_33557561.png

Windows 8 setup compatibility summary

It provides information on the apps and devices that will work in Windows 8, those that won’t work, and any other system information that is useful to know when determining whether or not to purchase and install Windows 8. A detailed compatibility report is also available if you want to print or save the information, or desire more detail about what to expect once you get to Windows 8, including which apps or devices will require updates.

The compatibility data behind the report covers hundreds of thousands of applications and devices, including retail software, OEM preinstalled software, and peripherals. If an application or device ran on Windows 7, our goals is that it should run on Windows 8 too, but in some cases it may require an update or other support from the OEM or vendor. Some applications also have custom installation logic – installing certain components or settings depending on the OS you’re upgrading from (this is particularly true of system utilities and software that is tightly connected to hardware and peripherals). You may need to uninstall and reinstall these types of apps. (This is also a reason to be careful of 3rd party “app mover” applications, which claim to move apps from one OS to another, as the end result can be unpredictable or broken.) As a reminder, the best drivers for any system are the ones available directly from the PC manufacturer for embedded hardware and from the device manufacturer for peripherals.

7028.Detailed_2D00_compatibility_2D00_report_5F00_thumb_5F00_6D644240.png

Detailed compatibility report

Downloading Windows 8

Next, an integrated download manager provides time estimates, data validation, the ability to pause, resume, and re-download only parts of the file if something goes wrong. Additionally, because we have already scanned the PC to determine compatibility we know which version of Windows 8 to download – eliminating the need to ask questions such as which language or OS architecture to choose.

3733.Downloading_2D00_a_2D00_Windows_2D00_image_5F00_thumb_5F00_0C3AB61F.png

Downloading the Windows image from the web

Continuing with installation or creating bootable media

Once the download is complete, you are presented a choice to continue the installation, or install on another partition. The latter option takes you to advanced setup, and allows you to save an ISO or create a bootable USB drive before completing other advanced setup options. (This is the option you’ll need to choose if you want to dual boot, for example.)

3312.Creating_2D00_bootable_2D00_media_5F00_thumb_5F00_6F519149.png

Creating bootable media from web-based setup

Choosing what to keep

Next is the upgrade choice. You can choose to keep all, some, or none of your personal data depending on the OS you’re upgrading from, and your personal preferences.

5468.Upgrade_2D00_migration_2D00_options_5F00_thumb_5F00_4E5E1EA2.png

Windows 8 setup options for upgrade and migration

The “Windows settings, personal files, and apps” option is akin to the existing “upgrade” option in Windows 7 and Windows Vista, where an in-place upgrade is performed over the current OS, retaining the apps that were previously installed as well as settings and user files on disk.

The “Just personal files” option is a new functionality, which allows you to get a clean install, but still keep your data without a separate tool such as Windows Easy Transfer.

 

read the rest here > http://blogs.msdn.co...experience.aspx

 

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