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
Comments Locked

286 Comments

View All Comments

  • phoenix_rizzen - Friday, March 9, 2012 - link

    God that Start Screen is ugly, disorganised, and hard to look at. Boxes are different sizes. Boxes are different colours with no apparent relationship between colours and program groups. Some have graphics, some have icons, some have multiple lines of text. There's no symmetry to anything. It's just like the default Control Panel layout in Windows 7 ... a disorganised mess.

    The fact that they had to add a search field, and implement "type to start searching" is a giant red flag that should have warned them they had failed. You should not need a search option for your program launcher.

    Granted, the default layout of the Start Menu in every previous version of Windows wasn't much better, as there was no enforced organisation (each vendor dropped whatever they wanted, wherever they wanted), but at least it was easy-to-navigate and easy-to-scan to find things.
  • Kiouerti - Friday, March 9, 2012 - link

    I have to agree. The aesthetics of the Metro are just horrible.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Aesthetic issues aside, almost all modern OSes have a search feature built into their launchers: the Windows 7 Start menu has one, OS X and iOS have Spotlight, Android has one... they're pretty much universal.
  • phoenix_rizzen - Saturday, March 10, 2012 - link

    They might be universal, but Metro Start Screen basically makes it required/mandatory.

    Search in KDE's Lancelot and whatever the default menu is called is optional. Everything is organised according to type of task and easily reachable in under 4 clicks (generally 2 clicks). But you can type-to-search if you aren't sure where to find something.

    Search in the Windows 7 Start Menu is optional. Things are still (sorta) organised, although by vendor instead of by task, and still easy enough to find things.

    Same with Windows Vista Start Menu.

    Search is optional. Metro Start Screen basically requires type-to-search to find anything. Otherwise, you have to spent minutes trying to read everything onscreen to find anything.
  • p05esto - Friday, March 9, 2012 - link

    Right, why in the world is there a search box at all on a computer? lol. If you can't organize files and put applications int he right place then you need to go back to a pen and paper. A search box is not a navigation option, it's a last resort and a cumbersome at that for the unorganized.
  • phoenix_rizzen - Saturday, March 10, 2012 - link

    IOW, you agree with what I'm saying. ;)
  • dan0512 - Friday, March 9, 2012 - link

    If I can't change the name of the executable window to Programs, then I won't buy this product. I hate the noun "Apps".
  • alpha754293 - Friday, March 9, 2012 - link

    bwahahahahahaa.....

    that's all I gotta say about that.

    (Surprised that given the specs of the systems, that people couldn't have deduced that he's testing with whatever hardware he had laying around....)

    bwahahahahaha...still that update is hilarious! (And the fact that he had to write the update...makes it that much the better...)
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Glad I'm not the only one seeing the humor in it. :-)
  • Mathragh - Friday, March 9, 2012 - link

    Just made this account to express my gratitude for the author(s) of this article.

    This has been the most complete, readable and (arguably) objective article about the consumer previes so far, so great job!

    I also think that most of the people really underestimate the time and effort that goes into writing something like this, so even more kudo's for not letting yourself brought down by some of the comments people make!

    Also, I have been using this version of windows 8 for some time now as main OS on my laptop, and it is indeed how you described it yourself aswell. The more time you spent using it, the more you start to like it. All the added functionality is really awesome. The only thing I dont really get the the fact that the desktop version of remote desktop has been hidden like this. If not for this article I wouldnt even have known it still existed.

    Keep up the writing! Loving every article on this site.

Log in

Don't have an account? Sign up now