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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  • Sabresiberian - Sunday, March 11, 2012 - link

    I downloaded and installed Win 8 CP last night (on a second partition, for dual boot). I must say, my fears about how hideous Win 8 would be are gone. There are no changes that are insurmountable, or even really difficult to understand, though it takes a bit of getting used to at first - as anything new does.

    As far as looks - I was surprised to find the big squares on a solid background weren't as hideous as I thought they would be, but it hardly matters because you can pretty much live in the desktop environment, in which you can install whatever background you like, just as has always been the case with Windows. There are things you will want to do that will bring Metro up, but it was no problem for me once I monkeyed around a bit and found out what to do.

    There is a nice guide on MaximumPC for creating and installing Win 8 either dual boot or using Virtualization, if you are interested. Note: if you are installing on a RAID, you can't resize your partitions and create a new one from Vista (not sure about Win 7), you will need to use a third party app. I'll get back with the one I used, which worked nicely.

    MaximumPC has several other excellent articles about Win 8, and I recommend reading them. One article had a method for starting Win 8 in the desktop mode, not Metro, so it has less impact on your sense of beauty. (I haven't tried it.)

    Do yourself a huge favor and approach Win 8 with an open mind, and the knowledge that you WILL have to do some things differently - but it really will make sense in the end. Don't insist that things should work the old way, that just leads to frustration and deciding Win 8 is broken somehow; it is not.

    There are a couple of things I don't like, such as not being able to make the rectangles smaller (2 sizes only). It's a minor quibble though since I will hardly ever have Metro up. There's no changing the Metro background beyond some solid color changes with different textural artwork, but the shades chosen by Microsoft for background colors actually displayed nicely on my screen. I wasn't fond of some of the tile colors and didn't see a way to change them in my poking around, yet anyway. (I actually like the tile that you click - or touch, if you have the hardware - to bring up the desktop, which looks like a miniature version of the desktop complete with whatever cool background you have installed.) As I said though, the desktop can be prettied up just as Win 7 could, and that's what I'll have up when I'm doing something that isn't fullscreen (such as posting in this thread).

    Remember, too, that what we see in the Preview isn't set in stone and final; with enough constructive input, Microsoft could well change some things before release. I want to underline the "constructive" part of that, no one listens to flaming.

    Give it a shot yourself! If you have any room on your hard drive, it's not hard at all to set up dual boot.

    ;)
  • jabber - Sunday, March 11, 2012 - link

    Oh no doubt those of us that dont like will persevere because our jobs/careers depend on being able to support it going forward.

    However, I still feel that using Metro should be a choice.

    All it needs is an option for those that want to use Metro or have a touch enabled desktop PC (yes thats you Jeff in Florida, nice to see you) to enable it and those of us that just dont have the time, inclination or need to do real work to earn a living to carry on as we were.

    It's not like 8 is a total ground up clean sheet OS. Its just Windows 7 with this dog show assault course called Metro shoehorned into it.

    If it was all new then I'd be more inclined to embrace it as it wasn't going to be able to change.

    I'll change if I really have to due to real compelling reasons or benefits, that's life but not because some bum-fluffed faced developer at MS that's main daily IT work is typing tweets tells me to, simply on the justification that "it's cool"..
  • Sabresiberian - Sunday, March 11, 2012 - link

    The program I used to resize the existing partition (because I have 2 hard drives set up in a RAID 0 configuration and Vista's "Shrink" will only work properly with a single disk. It appears to work at first, but does not.) and create one for Win 8 is called "Partition Wizard 7" Very nice, and the Home Edition is completely free. Nice little video tutorials on the site if you need help.

    I've never done dual boot before, so I thought I'd add a note for others new to the system. Once Win 8 was installed, my computer didn't give me an option to start on the different logical drives like I thought it would when I pressed "F8" (may be "F12" or something else on your hardware); it booted normally, I saw the Win 8 stylized fish, and then a screen popped up to allow me to select which OS I wanted to boot. Selecting "Vista" instead got me a restart into Vista.

    Your computer might do something different, my mainboard is an Asus Rampage II Extreme, with Vista 64 Ultimate and now the Win 8 CP installed.

    ;)
  • klmccaughey - Sunday, March 11, 2012 - link

    Well I have had it installed for a few days now, and as a power user, multimonitor, DESKTOP user, I find it is all but unusable.

    The reason for having multiple monitors and desktops is to make use of that space.... SPATIALLY and not have all this crap getting in the way. It takes ages to find things you need to use, it is ANTI-productivity and a total DISASTER for business and power users.

    It's basically a very smooth running piece of shit (POS).

    Surely they could create a business version where we can continue to have a desktop and easy ways to jump from one activity to another.

    As it is you have a tablet interface that gets RIGHT IN THE WAY of trying to do what you want.

    How much money were Anand given not to give it a bad review is what I am wondering. You cannot seriously tell me people in business, programmers etc are going to be able to use this POS?
  • B3an - Sunday, March 11, 2012 - link

    Just STFU and go back to Windows 95 then.

    And oh no you have to learn new things with a new OS? Who would have thought!! Thats just shocking.

    It takes about an hour at most to learn the new stuff, then maybe a week to get used to it. After that... you dont have to learn it again! And you'll find that most things are actually FASTER to do if you use the new OS the way it's intended.
  • jabber - Sunday, March 11, 2012 - link

    Yeah you've never worked for a company with 10000+ staff have you? Ranging from Brandi in HR to Steve in Accounts etc.

    Corporations dont have that amount of time and productivity to lose to an OS designed to run fart apps and Angry Birds.

    It's a grown up world out there. It's not just about catering to skinny jeaned hipsters who only use Twitter and Facebook while sitting in Starbucks.

    Business as usual rules.
  • noname3 - Sunday, March 11, 2012 - link

    Nobody has problems learning new things; the only person with learning difficulties seems to be you, based on your language.

    Learning new OSes is something some of us do for a living, but to do so we need to be rewarded with increased productivity. Metro UI kills productivity and it sucks, you want to learn something useful, go learn foresting or something.
  • klmccaughey - Sunday, March 11, 2012 - link

    At a guess I would say I am able to learn substantially more than you would be able to. It is not a matter of learning something new, it is a matter of the interface, as is, getting in the way of productivity.

    I can see how it would be great on a tablet, but for me working it is a nightmare. Judging by the reaction worldwide it seems that other professionals are seeing the same iceberg.

    I like the spanglies, and I am delighted for MS that they have caught up in this respect. But someone has dropped the design ball when it comes to productivity and any vision of workflow for the average person.

    Hopefully there will be a bit of a rethink on the interface so that I can continue to program in Windows (tm) using "Windows", with easy access using mouse and screens. I want to upgrade, and I have spent hours enjoying Windows 8 on my tablet, but it isn't even close to usable for my day job. That is a real shame in my opinion.
  • Valahano - Friday, March 16, 2012 - link

    Judging from your other posts on this article, I take it that you are some kind of a big Metro zealot. It's very hip, congratulations.

    However, this does not change the fact that this new interface is a major step back in usability on a desktop for anything beyond viewing lolcat pictures.

    But don't worry, Win 8 is really great OS in at least one aspect - the Up button is back (Ctrl + Up still doesn't work though).
  • BehindEnemyLines - Sunday, March 11, 2012 - link

    I think it's still the same Windows with all the desktop. In a multimonitor environment, you can have all your screens to be the desktop. The Start Screen is nothing more than a fullscreen start menu, and I actually find it more useful. The primary monitor will always be the screen with the Start Screen, so you can just click on the Desktop tile and use the desktop as it has always been. You can also access all of the power user resources by right-clicking on the bottom-left corner hot spot.

    And for a multimonitor setup, I suggest that you offset your left & right monitors slightly away from the bottom-left and top-right corners. That solved most of my problems.

    I understand that businesses don't want to retrain employees, which is why all businesses should have an upgrade cycle and plan. Most businesses are NOT going to touch a new operating system at initial release. There's a ton of testing before deployment.

    I had initially the same reaction with Windows 7 superbar. I thought MS was insane to remove the names from the taskbar and replace with just icons. And yet, I was amazed how much BETTER it's once I've learned it. I am just saying most things in life require some learning.

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