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

    Good call. Will tweak.
  • cserwin - Friday, March 9, 2012 - link

    With Apples iOS, I am constantly amazed at how good the applications are. The best of them have such a higher focus on doing a job well. There is little bloat, not much feature creep... it's been really revealing with the iPad at how pleasurable it is to use good, elegant applications that do their jobs well.

    So, while Windows 8 as an OS may merge the desktop and tablet space, the elephant in the room seems to be the level of bloat in windows applications. Yes, a Windows 8 table would be able to run Windows applicaitons, but as a tablet user, I cannot think of a single Windows application that I would actually like to run on a tablet.

    Until application develpers start developing applications that can deliver satisfactory experiences in both workstation and tablet usage models, the common OS doesn't do much.

    While windows 8 gets to a unified OS ahead of OSX and iOS, with apple there is the full iLife and iWork suite, not ot mention 3rd part apps (photoshop, sketchbookpro, etc.).

    It's going to be interesting to see these things play out. Microsoft seems to be banking on 'if you build it they will come'. But apple has the tablet user base, and that's where the developers are going to go.
  • cserwin - Friday, March 9, 2012 - link

    I'll follow up with a question -

    What is Microsoft doing to help developers improve their applications to provide value in both tablet and workstation usage models?

    I'd be interested in an article that addressed this.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Sure! I'm paying attention to the comments to shape the sort of things we look at in the RTM article, and we'll be able to say a bit more about Metro apps when we've actually got some ready-for-primetime products to evaluate.

    Off-hand, I'd suggest that one theoretical value-add is the ability to run the same app with the same features on both tablets and PCs - this can create more consistency and predictability for users, and frees developers from having to maintain an app for Metro and an app for the desktop.
  • futurepastnow - Friday, March 9, 2012 - link

    Here's something for your RTM article. Sit someone's non-techie mother* down in front of a Win8 desktop PC with no prompting or instructions except to use it like normal.

    Someone with no prior Metro experience, no Microsoft Account, no touchscreen. Someone who doesn't have any keyboard commands memorized. Someone just like the millions of normal folks who will be buying Win8 PCs cold and taking them home soon.

    *no insult towards mothers intended
  • jabber - Friday, March 9, 2012 - link

    This is exactly what I have been doing with folks and its been carnage.

    Apple must think its going to clean up when folks go to buy their next PC in 12 months time.

    The stink of Vista still hangs around with folks and MS cant afford another FU like that.

    Thats why W7 was so good as it looked like MS was listening to customers at last.

    Metro looks like it was designed by hipsters for hipsters.
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    Metro looks like it was designed by "people who think they are" hipsters for "people who think they are" hipsters.

    there, fixed that for ya.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Apple has the tablet userbase, but Microsoft has the desktop/laptop userbase, and one of it's goals with Win8/Metro/WinRT is to attracted devs with its desktop marketshare and then grow tablet marketshare from there.

    I completely agree that the Windows Store is one of the biggest wildcards in Windows 8 right now, and it's one we know the least about - we won't know if it's going to attract developers and succeed until it attracts developers and succeeds. :-)
  • medi01 - Monday, March 12, 2012 - link

    iOS on Tablets will soon get what it deserves: about 15-20% of the market, so you better compare Windows to Android.

    PS
    "Higher focus", eh?
    And iTunes is a great program, I guess...
  • GotThumbs - Friday, March 9, 2012 - link

    Who was the first to have a tablet out in the market? It was NOT Apple. I have a Motion Computing LS800 tablet in my office that's older than any tablet from Apple. Yes, Apples IPAD is the reason for sparking the tablet market to what it is today, but tablet PC's have been used in health care and education industries for more than 10 years before now. I'm not disputing Apples IPad has created tremendous growth/opportunity for other tablet makers, but lets not overlook the truth to feed Apples ego.

    Truth/accuracy in all media please.

    "In 1989, the GRiD GRiDPad was released. In 1991, there was the GO PenPoint. In 1992, Microsoft released Microsoft Windows for Pen Computing, which had an API that developers could use to create pen-enabled applications. In 1993, a smaller device that you are more likely to have seen or read about was released—the Apple Newton"

    Source:http://www.developer.com/ws/other/article.php/1500...

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