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Vista - Upgrade, Clean,
Dual, or Virtual Installation ?
Published: February 9,
2007
I'm not going to waste any time in
this article debating whether or not you should make
the move to Vista. Frankly, I really don't care one
way or the other. It's your system and your money.
Do whatever makes you happy. The intent here is just
to cut through all the hype and crap and help you
get it installed. However, there are a few things
you do have to consider that simply can't be
escaped, so lets get moving and get this over and
done with as painlessly as possible. I've made some
of these points before in different posts, but from
the e-mail I've been receiving some of them need
repeating. First off, let me clear up the
terminology I'm going to be using. When I use the
word 'upgrading' I'm talking about upgrading a
current installation of another Windows version that
is already in use on your system. I'm not talking
about going out and buying a new system that comes
with Vista pre-loaded. A 'clean' installation refers
to completely wiping the hard drive where the
current operating system is loaded. It destroys
everything on the drive or partition. The term
'dual' simply means installing Vista on the same
machine you are currently using so that you can
switch back and forth between the old and new
operating systems. And finally, 'virtual' refers to
installing Vista in a virtual machine on your
current system.
As with most
things in life, what you want and what you can have
are oftentimes two different things. Take the chart
below as a case in point. Find your current
operating system in the left hand column and then
cross index it to the Vista version across the top
of the table you'd like to install. For example, if
you're currently running Windows 2000 you don't have
the option of doing an upgrade installation no
matter what version of Vista you select. On the
other hand, if you are currently running XP
Professional you can do an upgrade installation to
Vista Business or Ultimate, but if you want to go to
Vista Home Basic or Premium a clean install will be
required. That doesn't mean that you have to
purchase the 'Full' version rather than the
'Upgrade' version. Any of the operating systems in
the left column qualify you to purchase and install
the 'Upgrade' version, the chart is just telling you
the types of installations you have the option to
perform. Obviously if the option Upgrade Install
installation is present you also have the option to
do a Clean Install as well.
| |
Vista Home Basic |
Vista Home Premium |
Vista Business |
Vista Ultimate |
| Windows
2000 |
Clean
Install |
Clean
Install |
Clean
Install |
Clean
Install |
| Windows
XP Home |
Upgrade
Install |
Upgrade
Install |
Upgrade
Install |
Upgrade
Install |
| Windows
XP Professional |
Clean
Install |
Clean
Install |
Upgrade
Install |
Upgrade
Install |
| Windows
XP Media Center |
Clean
Install |
Upgrade
Install |
Clean
Install |
Upgrade
Install |
| Windows
XP Tablet PC |
Clean
Install |
Clean
Install |
Upgrade
Install |
Upgrade
Install |
| Windows
XP Pro 64 Bit |
Clean
Install |
Clean
Install |
Clean
Install |
Clean
Install |
To make this very clear, let me go
over it again because this seems to be a point of
great confusion. If you have a version of Windows
listed in the left hand table column you can
purchase the "Upgrade" version of Vista and it will
install provided your system meets the hardware and
space requirements. If you don't have a Windows
version listed in the left hand column, lets say you
have Windows 98 or Windows ME, then you will need to
buy a "Full" version of Vista.
| Originally I wasn't
going to address this issue at all, but
I've received a huge amount of e-mail
asking if it's true and what my take is
on the widely publicized workaround that
allows a user to purchase an 'upgrade'
version rather than a 'full' version of
Vista and install it without owning a
qualifying product for the upgrade
version. Yes, it's true that this
workaround exists and it can be done
quite easily. There is no previous
version of W2K or XP required nor do you
need to bother having a qualifying CD.
All that's needed is the upgrade version
of Vista and your current system.
You can rationalize it
all you want, saying that Microsoft must
have been aware of this procedure and
opted to leave it in the final code and,
therefore, has given implied approval
for it to be used in this manner. I
disagree. I don't know why this
'workaround' is possible, but I doubt it
was intended to be used in this manner
to bypass having to buy the full
version. As far as I'm concerned, it's
theft. Simply put, you are receiving
software for a price you are not
entitled to receive. When Microsoft
comes out and publicly states they
intended this as a little 'treat' for
those ineligible for the upgrade
version, I'll change my opinion. The
great ethical debate has already begun
across the internet. Ethics, yeah,
right. That's when you have to decide
whether or not you split the extra $100
a customer overpaid with your partner or
keep the entire $100 for yourself. |
Backup Considerations
I actually read somewhere on the
internet that if you don't want the hassles involved
with backing up your files and settings, then an
upgrade install is the preferred method. I sat here
for a minute and thought about what I'd just read. I
wish anybody that takes that advice good luck
because it's a disaster just waiting to happen. I
can't even begin to tell you how many upgrade
installations have totally hosed a system and
resulted in the loss of every last scrap of personal
files and data, not to mention applications.
In theory an upgrade installation
is ideal. It preserves all your user accounts,
settings, and preferences. All your applications
will still be available and ready for use. All your
data files will be just as you left them before the
upgrade and, if I'm not mistaken, there will be
white unicorns frolicking in a lush, sunshine bathed
meadow outside your office window. It's really time
to pull our heads out of our butts and start taking
backups seriously. I don't care if you're doing an
upgrade, clean, dual, or virtual install, the fact
remains you are introducing a new operating system
onto the hard drive(s) and the potential for a
disaster is huge.
Bite the bullet and take the time
to back up every single data file on your system
that is of any value to you. That includes text
documents, spreadsheets, tax files, favorites,
financial records, e-mail, music and video files,
presentations, downloads, and anything else you deem
valuable or irreplaceable. You can copy the files to
a CD, DVD, an external USB hard drive, a flash drive
(if you don't have a huge amount to back up), or a
network connected PC.
Another point to remember is
applications. The chance you're going to have to
reinstall applications, even on an upgrade
installation, is high. Do you have the original
installation CD's and serial numbers for all your
applications? If you downloaded some of the apps via
the internet I'd be willing to bet you never took
the time to burn them to CD/DVD's. The time to check
is now, not after the hard drive has been wiped and
there is no hope of recovery.
And Another Point I'm Going to
Beat to Death
I've said it before, I'll say it
again. If you're running a system that is already
marginal, don't bother moving to Vista, even if it
is possible. You'll absolutely hate it within
minutes of completing the installation. The idea
that Vista will run on 512MB of RAM is a joke. It
will crawl and gasp for life on 512MB, but what it
won't do is perform in a manner that 95% of users
will find acceptable. Dump Vista on a machine with a
marginal processor, graphics card, and memory and
you'll say "WOW" alright, but it won't be a good WOW
- I assure you of that.
The Installations
After all the talk above about do
this, check that, backup this and make sure about
other things, there really is a bright spot in Vista
and that's the installation routine. It's relatively
quick and painless. Compared to previous Windows
offerings, it's almost a pleasure. The individual
installation instructions are down below, so scroll
on down and pick the one that best suits your
situation.
January 30, 2007 - Vista D(ecision)
Day
This coming Tuesday
is it, January 30th, 2007, the day when you can head
on down to the computer store and lay claim to your
very own copy of Vista, be it in a shrink wrapped
package or a brand new shiny computer system.
In the past when these days came
along it was a much simpler process. You just walked
into the store, grabbed a box off the shelf and
headed on home. Prior to XP there wasn't any
agonizing over what version to buy or whether or not
your current system would run the new operating
system. Well, maybe there was some agonizing, but it
was on a much smaller scale and I think it was
pretty much agreed the benefits of upgrading almost
always outweighed the disadvantages.
Remember when Windows 98 was
released? There were huge release parties and people
lined up at midnight outside stores so they could be
assured of getting a copy. Of course back in those
days, computers were a lot more expensive and the
order of the day was upgrading your current system
rather than going out and purchasing a new system.
Computers hadn't quite reached commodity status like
they have today. Back then you had an investment in
your hardware. It was actually worth upgrading the
operating system and there was a much better chance
the applications and hardware were going to function
after the upgrade had been completed.
There has already been a huge amount
of discussion about the system requirements for
Vista. Most of the discussion centers around two
aspects; system memory and the graphics card.
Probably the most ballyhooed Vista feature is the
Aero Glass user interface. It's nice. It's cute.
It's different. Some even claim it makes you more
productive. Personally, I doubt that claim, but
nonetheless, that's what has been said in a number
of articles. What is fact is that Vista does require
a substantial amount of memory to run acceptably.
I'm not talking 512MB here. At the very minimum you
need 1GB of RAM and even then you likely won't be
happy. Plan on 2GB if you really want to do any
serious work. Past 2GB the difference really isn't
very noticeable. As far as graphics are concerned,
consider 256MB of dedicated graphics processing
power the absolute minimum with 512MB being the
preferred. Anything less and you're just simply not
going to be happy.
So what the question really boils
down to is "Do you really 'need' Vista?", and if you
come to a positive conclusion on that question, what
version of Vista would best serve your needs. I
understand those aren't easy questions to answer on
a good day. With all the hype surrounding the Vista
launch and the hundreds of hungry retailers out
there eager to part you from your hard earned money
it becomes even harder to make an intelligent
decision. I'm going to toss out some things to
consider as you try and make your decision. These
aren't in any order; just some things you may want
to consider.
- If your current system is a
few years old this may very well be a good time
to look into replacing it and getting Vista as
part of the new system. This is no guarantee
that just because a new system comes with Vista
it will be a screamer and take advantage of
everything Vista offers. To the contrary, there
will be a ton of marginal systems (read marginal
systems as junk) on the market that can barely
get out of their own way to take advantage of
the Vista changes. Before too long all the
available systems will ship with Vista so
whether to move from XP to Vista will be a
non-issue if you are replacing a system.
- There are eight (8) different
Vista versions that I'm aware of and there may
be more, but you need to choose carefully. I
suggest you look at
"The Editions" page on the Microsoft site for a
detailed explanation of each Vista version. One of
them called Windows Starter 2007 doesn't even
carry the Vista moniker and is aimed at
developing countries and is definitely not
something you want even if you can locate it for
sale. Vista Home N and Vista Business N are the
same as Vista Home Basic and Vista Business but
have the Windows Media Player stripped out of
the offering. These two are available as a
testament to what happens when lawyers get
involved in anything. Avoid these three versions
at any cost.
Windows Vista Home Basic -
Remember those computers I mentioned earlier
that have the unbelievably low come on price
points that can't get out of their own way?
Chances are they will use Windows Home
Basic. You don't want this version. It
doesn't contain the Aero Glass interface,
you can't burn a DVD video with it and for
that matter it doesn't do much of anything
else.
Windows Vista Home Premium
- For the majority of folks this will be the
best choice. It has Aero Glass, Media
Center, allows you to burn DVD videos, has
SafeDocs for backing up files and a number
of other features including Parental
Controls which are very useful in a home
environment.
Windows Vista Business -
Obviously geared more toward business it
doesn't contain the Media Center features
but does allow it to act as a Remote Desktop
host and has MeetingSpace capability as well
as the ability to use ShadowCopy for
automatic backups. For some reason you can't
burn DVD videos with Business, but that's
overcome pretty easily.
Windows Vista Enterprise -
This is only available via a volume
licensing plan. Chances are unless your
company gives you a copy you'll never have
any contact with this version. It's long on
security and short on media and other home
friendly features.
Windows Vista Ultimate -
This is the top of the line, the one version
that has everything including the kitchen
sink. If you don't want to get a migraine
sorting through all the features one version
has versus another version, this is for you.
If you need to have everything for bragging
rights, it's also your choice, and
supposedly from time to time there will also
be 'extras' released for Ultimate
purchasers. I have no idea what the 'extras'
will be. Time will tell.
- If you're currently running
XP ask yourself if you're happy with it in its
current configuration. Do you have any
compelling reason to upgrade other than just to
see what's new in Vista? I know the grass always
looks greener on the other side of the fence,
but there is a lot to be said for something that
works well and meets your current needs.
Security is always an issue, and Vista is touted
as being more secure, but bad computing habits
can make any system vulnerable and Vista won't
change that.
- If you decide it's really to
your benefit to upgrade the operating system on
your current system, that's fine, but a bigger
question looms and must be answered. is the
current system really worth upgrading? If you
are running at least a Pentium 4 processor at
1.8 or 2.0 gHz or so, have 1GB or memory, and a
graphics processor with 256MB of dedicated
memory then it may be possible or even
worthwhile. Bear in mind though if you are using
a laptop that many of them have graphics
processors that can't be updated and often times
there are memory upgrade limitations.
- Every time a new operating
system is released there is always the issue of
application compatibility. I'm sure somebody
will remind me that I've said before, "Get over
it" and go upgrade the applications that aren't
compatible or find a different application.
Unfortunately that's an additional expense you
may not be willing to undertake, and in other
cases, there simply may not be an upgrade or
alternative application available.
- With each new release comes
the proclamation that this is absolutely,
positively the most extensively tested and
secure piece of software ever released. That may
be, but it's still new and there are going to be
glitches and pitfalls that show up after release
that no amount of beta testing can eliminate.
Understand and accept that fact and be prepared
to deal with it when it happens.
I took this last item out of the
bulleted list of comments above because it has been
a sore point with me for years. I have no doubt this
little rant of mine is probably going to fall on
deaf ears from system builders and will be ignored
by 99% of the people that read this article, but I'm
going to say it anyway. I absolutely hate and
despise recovery CD/DVD's and even worse than that
is the hidden recovery partitions on hard disks that
stand in lieu of providing a customer with a
genuine, certified Microsoft disc containing the
operating system. I can't even begin to tell you how
many thousands of e-mails I've received over the
years from readers that needed the original CD and
didn't have it available because the system they
purchased didn't include the original media.
What can you do to get around not
receiving a Microsoft CD/DVD of the operating system
if you purchase from one of the big box stores or an
online seller? Truthfully, very little, but I will
tell you what I do and it has been successful for
me. Go in and pick out the system you want and just
before it's time to hand over the plastic to seal
the deal, ask if a genuine CD/DVD is included with
the system. Not a recovery CD or a hidden partition
that allows you to create a recovery CD with all the
preloaded crap that infects systems these days, but
a genuine Microsoft CD/DVD.
Once they admit the CD/DVD doesn't
come with the system, offer to go ahead and complete
the purchase if they hand you a shrink wrapped
package containing the exact same operating system
right off the shelf, or in lieu of that, deduct the
price of the operating system from the price so you
may purchase it at the same time and take it home
with you. Stand your ground. Sometimes you'll be
successful, sometimes not, but I assure you that it
will get their attention and you'll be elevated up
the store chain of command quickly. Be polite.
Nobody likes to deal with a rude customer, and
rudeness will almost certainly get your request
denied. Don't be afraid to make the same request of
online only retailers as well. They want to sell
goods just as badly as you want to buy. Negotiate,
but do it nicely and you can both walk away happy.
Finally, be prepared to spend a
lot of time working with Vista to get it working in
a way that's comfortable to you and suits your
style. It may or may not be a quick and easy process
depending on the type of work you do and how
ingrained your work habits are after a lot of years
with another operating system. For me, I have to
tell you it has been a long and painful process.
Maybe I'm just old, stubborn, and resistant to
change (some say there is no 'maybe' about it) but
even after many months of beta releases and now the
final release, I still haven't made the change to
Vista as my primary operating system. At some point
I may switch permanently, but right now I see Vista
as a 'golly gee whiz eye candy' sort of exercise
that I don't find overly useful or compelling for
business use. For inexperienced or moderate home
users the Vista Home Premium offering brings a lot
of media and security features to the table that XP
lacks.
Vista Editions and Links to Additional
Information
Windows Vista Starter
This is a non-issue unless you
happen to live in a location deemed an emerging
market. The functionality of Starter is very low and
it's intended for beginners with no previous
computer experience. It's available through OEM's,
system builder partners, and government sponsored
programs. In spite of the fact Vista Starter isn't
supposed to be generally available, I'd be willing
to bet it will turn up in short order from OEM's and
being offered to the general public at bargain
basement prices. Resist the temptation as you will
be sorely disappointed.
More info on Starter.
Windows Vista Home Basic
One step up from Vista Starter is
Vista Home Basic. For months now, almost every
article I've seen about Vista manages to mention the
new interface called Aero that uses the glass
effects. If that is important to you, step right on
by Vista Home Basic because it isn't available in
this version. Truthfully, there isn't a lot
available in this version. It does have Internet
Explorer 7 and some better search features, but it's
sorely lacking in multimedia and entertainment
features.
More info on Home Basic.
Windows Vista Home Premium
This is the version that will most
likely appear on the majority of home consumer
variety systems. Unlike Vista Home Basic, the Vista
Home Premium version does offer the Aero Glass
interface as well as enhanced entertainment and
multimedia features. Keep in mind though that just
because a system is sold with Vista Home Premium
loaded it doesn't mean the processor, installed
memory and graphics processor will be up to the task
of running the operating system in a manner you'll
find acceptable. Truthfully, I expect to see a lot
of substandard machines loaded with Vista Home
Premium to try and lure the less savvy and first
time buyers.
More info on Home Premium.
Windows Vista Business
Rather than include the
entertainment and multimedia features that are
touted in Vista Home Premium, Vista Business
eliminates and replaces them with networking,
backup, and remote desktop features that are more
likely to be used in a business situation. Backup is
a strong feature in Vista Business and deployment is
improved via a non-hardware dependent image based
installation routine.
More info on Business.
Windows Ultimate
As you can probably guess by the
name, Windows Ultimate is the version that has it
all; it also has a suggested upgrade price of
$259.00 and $399.00 for the full package. If you
want the security and backup of Vista Business and
the entertainment and multimedia features of Home
Premium, Vista Ultimate is the means to that end.
More info on Ultimate.
Windows Enterprise
The Windows Vista Enterprise
edition is only available to Microsoft Volume
License customers. It is not available for retail
purchase.
More info on Enterprise.
Installing Vista
It seems strange after all the years
of Longhorn and Vista builds to finally name an
article that doesn't include 'beta' or 'release
candidate' in the title. In case you're thinking to
yourself that the screen capture below isn't from a
legitimate, licensed copy of the final Vista
release, I assure you it is indeed on the up and up.
It came directly from Microsoft via the MSDN site.
Notice in the lower right hand corner of the desktop
there is no longer any RC designation, no build
number, and the 'Evaluation Copy' disclaimer has
been removed.

As I popped in the DVD to begin the
installation of Vista I thought back to the time
when I did my very first Windows installation. If I
remember correctly, and bear in mind I may be
mistaken because it was a lot of years ago, I think
the entire operating system was contained on three 5
1/4" floppy diskettes, or maybe it was five
diskettes. The point is, times have certainly
changed as Vista isn't even available on CD. It
requires a DVD just to hold the code for the
different versions.
There are different ways to go about
installing Vista. I'm going to talk about four
methods; the 'clean installation', the 'upgrade
installation' and the 'dual boot' installation. The
fourth method will be installing Vista in a VMWare
virtual machine. No matter which method you select as
correct for your situation, there are certain things
you need to consider before popping in that DVD.
Other than testers, I've never heard anybody come
right out and say they hope an installation fails,
at least not on their own system. Truth is though
they do fail, and until it happens to you and you
suddenly realize all hope of recovery is gone and
you stand to lose all your precious data and files,
the eagerness to install without backing up
everything first can be deadly.
Back up your system. I'm not talking
about just your favorites and maybe a couple of
songs and photographs. I'm talking about everything.
I think as computers have become more integrated
into our lives we sometimes fail to realize just how
much information is stored on these systems, or how
devastating it can be if it is suddenly lost and
irretrievable. Vista has been tested and retested
more times than I could count, but it's still an
operating system and there will be failures. Don't
be one of the causalities. Have a tested, off the
system backup, and make sure you know how to use the
backup to restore your system. Alright, on to the
installation.
Clean Installation
If you are 100% sure you are going to
like Vista (that's a big if) then you may want to do
a clean installation. Right now there is quite a bit
of uncertainty about how the clean installation
process is going to shake out. The uncertainty stems
from the fact the Vista downloads available via MSDN
or TechNet are full (not upgrade) versions. Why does
this matter? If you remember back to previous
versions of Windows, lets say you had Windows 2000
installed and wanted to upgrade to Windows XP Pro
using an 'upgrade' version rather than a 'full
version' of XP. At the same time you wanted to wipe
the hard drive completely before you did the
install. This was possible because during the
installation of XP a screen would appear saying
Windows could not locate an installed qualifying
product and you would be asked to insert the Windows
2000 CD. Once it was inserted and verified, you were
free to move ahead with the XP installation and it
would complete.
The question that hasn't been
answered yet (at least not to my knowledge) is
whether or not this same procedure will be in place
with Vista. I've read a lot of speculation about how
this is going to work. Some camps claim the
procedure will be similar or identical to the
2000/XP scenario I outlined above. Other camps claim
'inserting the qualifying product CD' is kaput and
the system to be upgraded will need to have the
qualifying operating system installed on the system
before the installation will be allowed. Truthfully,
I haven't been able to get an answer from anyone I
100% trust as to how the 'upgrade' scenario will be
handled. The reality is though, if you currently
have a legitimate (notice I said legitimate) Vista
DVD and product key it's a moot point because you
can do a clean installation and not be concerned
with how this situation resolves.
Clean
Vista Installation
Upgrade Installation
If there is an operating system
currently installed on the system you might want to
consider the 'Upgrade' option. This option retains
your files, settings, and programs and upgrades the
system to Vista. You'll notice on the screen there
is a reminder to back up all your files before
selecting this option. Heed that warning. I was
curious about how long it would take to upgrade a
heavily loaded XP Professional system with four
installed hard drives and numerous external drives
attached, each one over 50% full. This was a fairly
modern Pentium 4 machine, 4GB of RAM and a well
maintained system. Overall it took almost 2.5 hours
until the upgrade completed, which wasn't out of
line with Microsoft's admonition that the upgrade
'could' require several hours. In spite of the fact
this system was purchased fairly recently (12 months
ago) I wasn't overly happy with the upgrade results.
There were some hardware and software issues that
I'll save for a later, more detailed article, and
the overall system performance was definitely
degraded compared to the identical system using XP
Professional. That said, I would 'never' under any
circumstances just do an upgrade installation on a
system in a real life situation without first
researching every hardware component and piece of
software on the system 'and' have an image of the
system so it could be restored if things did not go
as expected. This was only a quick test and I hope
not representative of what will be considered
normal.
Upgrade
Vista Installation
Dual Boot Installation
The last installation method I want
to mention is dual booting, or running the current
operating system in conjunction with Vista on the
same machine. In order to dual boot you need to have
a separate partition of sufficient size on the hard
drive where Vista will be installed. Rather than
select the 'Upgrade' option during setup, opt for
'Custom' and specify the location where Vista will
be installed. The installation process will
recognize that two operating systems exist and
configure the boot menu so either one may be
selected.
Dual Boot
Vista / XP Installation
VMWare Virtual Machine
Installation
For those of you that prefer to run operating systems in
virtual machines to make testing easier while maintaining
the primary operating system integrity, I've included the
procedure I use to install Vista in VMWare Workstation v
5.5.3 Build 34685. There are numerous ways this can be done
and you may well find my method rather tedious, so feel free
to experiment and modify the routine to suit your taste.
Virtual Machine Vista Installation
Right now I have to say that I'd
either opt for the dual boot method or a clean
installation rather than the upgrade install. If you
only have one system and want to test out Vista the
dual boot option is ideal. If you have a second
system, wipe it clean and go for the clean install
to use as a test bed. The virtual machine
installation protects your primary system very well,
but there is a small performance penalty to be paid
and the graphics that are so highly touted as being
part of the Vista 'experience' will be compromised,
but in certain situations it's an unbeatable option. Whatever choice you decide on,
just make sure you have the means to completely and
totally restore your system to its previous state,
and that includes all files, data, applications, and
operating system.
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