As soon as the setup process is finished, you’re presented with your first look at Windows 8’s primary innovation: Metro. This new UI, which originated in Windows Phone 7 and has since been extended to the Xbox 360, is the Wave of the Future at Microsoft, and it’s part and parcel of Windows 8. There is no classic Start menu to fall back on. There’s nothing built-in to the OS that allows you to disable it or boot to the desktop by default (though surely various hacks will enable this if they haven’t already). Metro is here, and if you use Windows 8 you’ll have to come to terms with it.

That’s because Microsoft is going a step further than Apple with regards to its operating systems: while Apple is busy porting iOS features and characteristics to a desktop operating system that is still recognizably OS X, Microsoft insists that the tablet is just another kind of PC, and to that end is building a unified OS for both tablets and traditional PCs. Microsoft tablets (whether running Windows 8 or Windows on ARM) will run the same core software as PCs, will be able to run many of the same apps as PCs, and (most importantly for Microsoft’s ecosystem of enterprise users) can be managed using the same tools as PCs. We’ve known for years that the traditional Windows desktop doesn’t work well on tablets, but does an interface designed for touch also work with a mouse and keyboard?

Metro, with its large fonts, bold colors, and large buttons was designed to be touched, and I think once we get some tablets designed for Windows 8 people are going to warm up to it. It’s well thought-out and with a little polishing will stand up well to iOS and Android in terms of features, and in terms of aesthetics it's already there—animations are fluid and attractive, and nice touches like a volume overlay (see right—finally!) bring an extra level of modern polish to Windows.

Brian Klug and Ryan Smith talked a bit about using Metro on a tablet in their piece on September’s Windows 8 Developer Preview, a process which is more or less the same in the Consumer Preview, so what I’ll be focusing on here is the general layout and function of Metro in the Consumer Preview, and my experience using it with a keyboard and mouse.

Introducing Metro

We’ll start with the entry point: the new login/lock screen. In previous Windows versions, this screen told you nothing about the computer—it was simply a gateway, and as such it either showed you a list of user accounts on the computer or displayed a CTRL + ALT + DELETE prompt with username and password fields. In Windows 8, the lock screen shows you the date and time and your current battery life and network connectivity status, set against a user-configurable background. Other Metro apps, like Mail and Messages, can also be configured to display status and notification messages on the lock screen. The look is reminiscent of most tablets and smartphones, but its big, high-resolution, striking images reminded me more of the Kindle Fire than anything. It’s a nice effect.

Press any key on your keyboard and the login image will slide upward, revealing the traditional Windows name and password fields. Authenticate, and you’ll be looking at the Metro-style Start screen.

 

Tiles for Metro-style apps are big and colorful, and can usually be set to two sizes, a smaller square that allows for two tiles to sit side by side in a column, and a longer rectangle that spans the entire column. Metro columns on the Start screen will expand or contract to fill all of the screen resolution available to them, as evidenced in the screenshots above and below, and your mouse or trackpad’s vertical scrolling function will let you move left and right (horizontally, I know) through all of your apps. You can also scroll by grabbing the scrollbar at the bottom of the screen, or by moving your mouse pointer all the way to the left or the right of the screen.


Displays with more pixels can display more items

Above, you can see most of what constitutes a Metro page: tiles of apps lined up into neat columns. Tiles can be moved around at will, and will try their best to rearrange themselves dynamically. The wider gap between two of the columns is a divider between “pages” of apps. There is no limit to the horizontal size of pages, and you can freely drag tiles to either side of these wider divides.

Right-clicking a Metro app will bring up a list of actions at the bottom of the screen—most Metro tiles will let you shorten or lengthen them, remove them from the Start screen, or uninstall them.

Standard desktop programs also show up on the Start screen as rather unglamorous-looking gray tiles that show the name of the program and its icon. Left clicking on it will dump you to the desktop and open the app as it would open in older versions of Windows, and right-clicking will bring up that app’s standard right-click menu in the Metro style across the bottom of the screen, with the added option to uninstall the program without going into the Programs and Features control panel.

To add and remove desktop app icons from the Start screen, right-click them and then click “pin to Start.” Desktop apps can be pinned to and unpinned from the desktop taskbar and the Start screen from the desktop or from Metro, the first of many ways in which the two interfaces are integrated.

Windows Search can be invoked automatically from the Start screen if you begin typing. In Windows 8, there are three distinct search categories: Apps, which will display most Metro and desktop programs; Settings, which will search through the Metro and desktop control panels; and Files, which is self-explanatory. You can also search through any Windows Search-enabled Metro app, which you can see listed below the three main headings. I’d love to see a unified search group like we had in the Windows 7 Start menu, especially given the sometimes-blurry line between what appears in Settings and what appears in Apps, but search in Windows 8 is powerful and it’s fast, even using slower processors and mechanical HDDs.

All Metro apps, including the desktop, can be “snapped” to the left or right edge of the screen, which lets one app use up about a fifth of the screen while another app uses the remaining space—I’ve seen this called “Metro Snap” and that’s how I’ll refer to it for the rest of the article. This is especially useful for things like Twitter or messaging clients that work well with a single vertical strip of screen space. Metro Snap will only work on panels that are 1366x768 or higher—anything smaller has too few horizontal pixels to make effective use of the feature—but the Windows desktop’s Aero Snap features will continue to work as they did in Windows 7.


Party Cat knows when it is time to party. Also, the app drawer is on the left.

Metro has a few menus that can always be brought up no matter what app you’re using: the left edge of the screen is for an application drawer (above), which serves a function similar to the application switchers in iOS and Android. It shows all of your currently running apps and allows you to either switch to them from the currently running app or close them. The desktop will show up in the application drawer as a single item regardless of how many programs you have running on it, and while you can “close” it, this only makes the tile vanish from the drawer, and won’t close any of the programs running on the desktop.

Update: Several readers have pointed out that right-clicking in the lower left corner of the screen brings up a mini-Start menu of sorts, where the Explorer, Search, the Run dialog box and several control panels can be accessed more easily. Thanks to all who sent this in!

The right edge of the screen is for Charms (above), Microsoft’s name for the buttons that let you access several high-level settings and features. The Charms are, from top to bottom:

  • Search, which brings up the Search menu (which, remember, can also be invoked by typing from the Start screen). The default search view is Apps.
  • Share. While in a Metro app like Photos, you could use this charm to send a picture to someone using another Metro app like Mail.
  • Start, which brings up the Start screen.
  • Devices, which brings up attached devices like printers and extra monitors and gives you some configuration options for them—for instance, it will allow you to change your display settings if you’ve got a second monitor or projector attached, and it will bring up a Print menu if you click an attached printer. This charm is context-sensitive—if there’s nothing in your app to print (or if the app doesn’t support it), for example, any printers attached to your computer won’t show up in the menu as a selectable option.
  • Settings. This brings up both general settings and options for the currently-running application as well as some system-wide settings like brightness, volume, notifications, language, network connectivity, and shutdown options. The “More PC Settings” link brings up the system-wide Metro control panel, where one can control things like the lock screen and Metro backgrounds, your PC’s refresh and reset functionality, and a few other settings.

 

Screen resolution requirements

As we’ve discussed, using Metro Snap requires a screen resolution of at least 1366x768, but there’s one more very important resolution requirement in Windows 8.

While working on my netbook, I quickly found that almost all Metro apps included in the Consumer Preview wouldn’t run on its 1024x600 display. After some research I found that, yes, Metro apps are only going to run on screens that are 1024x768 or higher. It’s important to give developers a minimum screen resolution to shoot for (and we may even see some tablets that use 1024x768 panels, given the precedent set by the iPad, the HP TouchPad, and others), but it means that users of PCs with smaller screens aren’t going to be able to use Windows 8’s defining feature (though the Start screen and system menus will still work just fine). This is too bad, since the limited amount of screen space on a netbook is a decent fit for Metro's simplified interface and full-screen apps.

Now that you know the basic features and layout of Metro, it’s time to teach you how to use it with a mouse and keyboard.

 

Windows Setup and OOBE Metro, cont'd: Mouse and Keyboard Usage and Conclusions
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  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    ..."Apples IPAD is the reason for sparking the tablet market to what it is today..."

    Bingo.
  • medi01 - Monday, March 12, 2012 - link

    No bingo. Just price drop on major components. If not Apple it would have been someone else. Just less hyped. Netbook is a good instance of it.

    Oh, and for anyone who had intensively used pocket PCs, transition to "add a phone to it" was more then obivous too.
  • kmmatney - Friday, March 9, 2012 - link

    Plain and simple - none of those tablets mattered. A co-worker of mine had a Toshiba "tablet" PC back in 2003, running Windows XP. It was just a laptop computer where you could flip the screen around and then you could use a stylus to jot down notes. However it was always easier just to type the notes in, so it was used as a normal laptop 99% of the time. There were very few apps that made use of the tablet capability. I just can't call this device a true tablet, like the iPad. The tablet market didn't really exists until APple put everything together into a package specifically designed for 100% tablet usage.
  • ananduser - Friday, March 9, 2012 - link

    Which unfortunately happened to be an enlarged smartphone.
  • bji - Friday, March 9, 2012 - link

    What's unfortunate about it? People love the device and its precedent (iPhone) led the way.
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    I might have missed it but I don't think anyone said Apple invented tablet computers. As you noted, Apple was certainly the only one who was able to create a tablet market. Those old convertible hinge laptops that Microsoft called Tablet PC's back in the day were garbage and nothing ever happened with them. I don't even remember them lasting on the market for more than a year. Because it was another example of Microsoft cramming a point & click interface into a hand held device. Microsoft can't seem to learn that different form factors and interaction methods won't all work ok with the same UI.
  • kevith - Friday, March 9, 2012 - link

    I really like Win 8.

    The Metro-thing is a very good replacement for the - apparently - beloved Start Menu. Fast and versatile, with the very nice writing-instantly-invokes-search feature. The app-drawer and the "charms", in combination with keystrokes make a very powerful and very fast UI.

    The desktop is almost the same, only a few things have changed, all for the better.

    I liked Win 7 immidiately, the same goes for 8.

    I´m excited to see the final result.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    It's interesting, because my initial reaction to Metro was much more negative, but after a week and a half of near-constant usage I took a liking to it. I definitely understand why people object to it, but I think too many people aren't making an honest effort to use the UI and evaluate it on its own merits/demerits.
  • faizoff - Friday, March 9, 2012 - link

    Yea very similar reaction for me as well. I didn't like it at first but now find that I'm using it a lot.
  • emalamisura - Friday, March 9, 2012 - link

    I have been using Windows 8 as my primary desktop since its release, I am a developer and I have a triple monitor setup at home and I have to say it has had the opposite effect for me. I was excited about it at first, and now I have grown to absolutely hate it and despise it. The main things for me are the primary things you mentioned, the little popup box where start menu use to be dissapears when I try to click it - gets me every time, just cant adjust to it. The charms bar is very difficult to hit, often going to other screen, when I do get it, I often scroll off of it by accident and it vanishes again. I have attempted to use the Windows key more often, but I feel like I am being forced into this situation.

    Most of the time I avoid using Metro as much as possible, its actually quite useless to me, I go into it and pin as many applications to my task bar as possible so I can avoid going into it at all to launch something. The wierd way that the Desktop shows on my left and right monitors and metro in my primary, and when I try to keep metro up and use a Desktop app it vanishes to an empty desktop is just very wierd to me and not helpful at all! I at least wish I could snap Metro apps onto my other monitors, make it more useful to me...

    Microsoft claims "Desktop is just another app", its a bold statement that falls short at every turn. You get dropped into Desktop for doing anything remotely technical, want to change monitor configuration Desktop, want to browse a drive Desktop...etc.

    Whats funny is I love Metro by itself, I love all the changes they have done to desktop as well. But when you combine these two things that have no business being together you get this Frankenstain amalgamation that just simply doesn't work, and I don't see how it will ever work! Maybe they can prove me wrong, I hope they do...

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