Microsoft offers two different methods for installing the Consumer Preview: you can download an ISO that can then be burned to a DVD or copied to a USB stick, or you can use the new online installer to download the necessary files to any Windows Vista or Windows 7 PC. Both 32-bit and 64-bit installation versions are being offered to maintain compatibility with all hardware that can currently run Windows 7—this is likely (but not certain) to be the last 32-bit version of Windows, but we won't know that for sure until we start hearing about Windows 9.

Setup from a DVD or USB drive is virtually identical to Windows 7 Setup—you agree to the EULA, decide whether you want to do an upgrade or clean install, partition your disk how you want it, and after a couple of reboots you’re looking at a fresh copy of Windows. Windows 8 creates a 350MB system partition at startup by default, slightly larger than the 100MB partition created by Windows 7. In Windows 7, this partition was used to store some recovery tools and (if necessary) BitLocker bootstrap information, and it serves the same purpose here—one assumes the extra space is used to store the more complex recovery tools Windows 8 provides.

If you’d like to see what this process looks like, we’ve included an image gallery below.



Microsoft will surely sell physical install media for Windows 8, but they’ve also developed a new and quite excellent online installer for the new operating system. The tool combines Windows Setup along with the Windows Upgrade Advisor tool, which scans your computer for hardware and software and checks its compatibility with Windows 8, and the Windows Easy Transfer tool, which gives the user easy and granular controls for backing up and restoring files and settings—both of these tools were separate applications in Windows 7. The installer will then download a copy of the Windows install media (Microsoft says that this download can be up to 25% smaller than the ISO) and perform either an upgrade or a clean install of Windows. The amount of time this takes will vary depending on server load and connection speed, but Microsoft’s comically indecisive file copy dialog should be able to give you a ballpark estimate.

The new installer is able to upgrade OSes as old as Windows XP (which will preserve only user data), though users upgrading from Windows Vista or Windows 7 will also be given the option to preserve Windows settings and applications, respectively. The Windows 7 setup program also offered to save only user data when upgrading from XP.

Once downloaded, the installer can be used to upgrade the running copy of Windows (the “Install Now” option), but it can also be burned to a DVD drive or copied to a USB stick to create more traditional Windows install media (the “Install on another partition option”). For upgrade installs on supported operating systems, you can elect to save everything from your current installation (personal data, installed programs, Windows settings), just your personal files (most things in your user profile folder), or nothing at all. Another image gallery depicting this tool is provided below for your convenience.

Microsoft has made some additional under-the-hood changes to save time during upgrade installs—where older Windows installers would move user files to another area on the disk, perform the Windows install, and then move them back, Windows 8’s installer uses “hard links” to “move” the files on the disk without actually moving the files physically. The graph below, provided by Microsoft, shows the kind of time reductions you can expect with an upgrade install.

OOBE and Windows Live ID

The Windows 8 Out of Box Experience (OOBE) is a touch-friendly version of what it has been since Vista—it serves as a first-time setup process that makes you give your computer a name, connect to a network, and create a user account.

That last part is where Windows 8 breaks from the past: you can still create local user accounts, but Microsoft really wants you to sign in using your Windows Live ID. Windows will then create a user profile with that username (the actual user folder that was created for my Live ID used its first three letters, a period, and three zeros to make “and.000”—your mileage may vary), and can sync various settings including your lock screen picture, desktop background, bookmarks, browser history, Windows Explorer settings, and a few others to the cloud and between Windows 8 and Windows on ARM devices.

A new Control Panel gives users granular control over exactly what is synced, and IT administrators will also be able to use new group policies to determine whether their users can link their domain accounts with Windows Live IDs (and the kinds of data the users can sync). Data synced to Microsoft's servers is encrypted using SSL/TLS, and new devices associated with your Windows Live ID must be confirmed via the Windows Live web portal before they can access your sync data. If you choose not to do any of this, local and domain accounts will work pretty much as they always have. If you choose to create a local account, you can always choose to associate it with a Windows Live ID later on in the Settings menu.

Once again, we’ve included a handy screenshot gallery for Windows 8’s Out of Box Experience below.

Introduction and Hardware Used in this Review Metro: Start screen and the basics
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  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Totally agree with you about missing unified search, even if we don't quite see eye-to-eye on some of the other Metro stuff.
  • AeroRob - Friday, March 9, 2012 - link

    I just don't know what anyone can see good in this for desktop use. Instead of having a nice list of common programs, a unified search/cmd field, and the ability to browse and organize your programs, you're flung into a different UI, which is less versatile and has almost no means of organization. (Other than rearranging tiles. Call me crazy, but I actually like having the ability to group programs in folders according to function, and would rather not be bombarded with *every* executable on my machine at once.)
  • silverblue - Friday, March 9, 2012 - link

    A friend at work has been playing about with Win8 and he was wondering about how to shut it down as well; only took a moment to find, and it's something you'd get used to rather quickly (you could always press the power button assuming you've set it up to shut the machine down via the Power Options control panel).

    I'm liking the Metro interface, but I suppose having a Lumia 800 has prepared me for it.
  • AeroRob - Friday, March 9, 2012 - link

    I found the shutdown button without too much difficulty, but I imagine your average desktop user will have a much harder time. However, the point of that example is not merely that it's more difficult to find, but that you have to go through a number of undocumented steps in order to reach one of the most basic functions of a device, and one that was immensely easy to reach before.

    It's all a step backwards, at least for anyone not using a tablet.
  • dagamer34 - Friday, March 9, 2012 - link

    How often do you turn off a device instead of putting it to sleep?
  • phoenix_rizzen - Saturday, March 10, 2012 - link

    Just about daily. Sleep/hibernate/resume doesn't always work on desktops. Laptops I tend to rarely reboot, though.
  • silverblue - Saturday, March 10, 2012 - link

    A simple tile for shutdown/restart/standby/hibernate would appease everybody.
  • Sabresiberian - Saturday, March 10, 2012 - link

    I ALWAYS turn my system off, I never put it in any kind of "sleep" or standby mode.

    Back in the day, your computer would actually run better if you turned it off and let the memory allocations and whatever else that started clogging the works re-set. I don't know f that makes a difference now so much, but it seemed to at one time - that's why I got in a habit of turning off the computer completely.

    Really, the best way is to shut your system down and hit the switch on your UPS, so that no power is drawn at all. I mean, if you LIKE paying for a computer (don't forge the monitor) that is still drawing juice when you aren't using it, fine, but I'd rather not, myself. Power them both down - completely. If in doubt, use a Kill A Watt or some similar device to make sure your draw is zero.

    ;)
  • p05esto - Friday, March 9, 2012 - link

    I agree totally. I've been enabling the classic start menu since Xp and still want it. Win7 actually took a step back by not letting my put folders in the start menu with cascading apps. I've got about 50 apps installed I use often and usually 5-10 open at once. I want quick and fast access to all my apps so when I'm developing I can open and close them fast and often all at once. Hidden menus, search bars and some separate start screen is NOT going to work for me. No way, total deal killer!!!
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    I think there are many people of both the techie and non-techie variety that will fall along this same line. The thing Microsoft is betting on is that they are so pervasive that people will just go along with it and deal with the cumbersome annoyances. People like you will likely run out Windows 7 while migrating to your favorite distro of *nix. However I think most average users will find this an even bigger push toward a Mac. There are tons of people out there that use a PC and have iDevices and this is one more reason to finally jump ship.

    I mentioned in length in a previous post that I'm not 100% opposed to the Metro UI and it could be useful with the Live Tile idea. The problem with Windows 8 is that it's basically 2 separate OS's stitched together like a crazy frankenstein OS with two heads.

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