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

    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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