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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  • skanskan - Wednesday, March 14, 2012 - link

    The task manager should also include a GPU resource monitor.
    It's been a long time since GPUs were introduced and we still need third party tools.
  • Oravendi - Wednesday, March 14, 2012 - link

    Linux has allowed for different GUI managers for a long time. Why would Microsoft not offer Metro as a desktop option? Metro is probably better for tablets and cell phones, however if Microsoft were to produce software with the ability to turn Metro off then Metro might have slow or no adoption. Microsoft sees the money. It doesn't want the problems of software like Linux. Answer, force us to Metro and claim the old windows users don't want to change.
  • Origin32 - Wednesday, March 14, 2012 - link

    The problem I have with Metro is not that it's different.
    It's that its different while not adding anything for me as a desktop user. Yes, I'm sure this new interface is much easier to navigate on a tablet, but with M/K I have to click more rather than less to open the more advanced menus, I have to use two user interfaces simultaneously and I have to start to unlearn 10 years of keyboard shortcuts, options locations and all the kinds of things you do automatically in win7. Using Windows 8 will be a whole lot of effort for me, and Microsoft isn't really giving me anything in return for that effort. If they'd added something actually useful like support for multiple user logons on a SAMBA share in one session, a sandbox mode to try out new programs in or really any functionality at all, then I'd have to live with Metro.

    Now all I get is a new GUI I sure didn't ask for.
  • jabber - Wednesday, March 14, 2012 - link

    This is it for me too. I just don't get what it is they are trying to sell me here with regards to Metro.

    I don't get it MS, Sorry.

    I've always upgraded my Windows versions due to improvements in performance, load times, functionality with new hardware and tech standards. Sure there are always a few UI changes but nothing that needs 5 minutes to get used to and on the whole they have been positive.

    But with Metro there just isn't enough in the deal to make me want to bother using it.

    I can get by fine without it. It isn't essential for those of us using desktops/laptops.
  • perpetualdark - Thursday, March 15, 2012 - link

    Quite simply, the home market and the professional market are no longer driven off of each other, and need to diverge. In the past, the professional market drove the PC industry, and the OS was a reflection of that.

    Home use has grown to be a viable entity on it's own however, and the proof of that is Apple's success in the PC market. People at home want a computer that is media based, and focused around entertainment. Movies, Music, Social Media, and Home Integration are the keys there. They want their media, and they want it everywhere (at the computer, the tv, the laptop, the phone, in bed, in the bathroom, and in the kitchen). They want to be connected to their social media all the time, and have everything integrated into that.

    Businesses don't need any of it, and it is all counterproductive to business. If anything, they want everything listed above to be GONE from the picture. Remove the games, the media, and the social aspects. Sharing needs to be tightly controlled, and the "cloud" is a fancy way of saying "security risk". Your boss doesn't want you listening to music, sharing it with others, or getting on facebook or skype to socialize, he wants you productive. Secure sharing of files, remote application use, tying together the office and the mobile workspace, communicating within the company and with the customers, and productive applications. It requires a COMPLETELY different interface because it has a completely different workflow.

    Windows 8 is, on the surface anyway, a HOME version of the software. It is MS's attempt to slow Apple down on the home front. But aside from desktop publishing and education, Apple is not even in the business place, and although I couldn't give you numbers, I am willing to bet that the business market is still at least half of the revenues that MS sees in a year.

    One more note: Look at Office. Millions of people knew all the ins and outs of Excel and Word, and then MS goes and changes the interface 100%. With NO way of going back. I resisted until recently, and after almost a year on office 2010, I hate it to this day. The ribbons suck, I can never find the things I am looking for, and they don't even have a basic paste function, they made it more complicated. Yeah, I can ctrl-v, but sometimes I want to right click and paste, not right click and hunt for the paste icon I am looking for. I hate icons. I want words. I speak english. If I want to paste special and choose to paste values, I want to right click, paste special, values, ok. I don't want right click and look for the icon that represents pasting values. I am literate, give me words, not icons that represent words. It is a disaster, and as a result, most companies still have Windows XP and Office 2003 installed. If it werent for so many viruses and malware targeting the weak security of XP, I would still have all my machines running on XP. I still run programs like Live Messenger in Vista mode so the icon goes in the tray and not on the bar. I don't understand why MS wants me to change so bad.. I don't want to change, I am more efficient the way I use it, so bugger off and leave me alone! I want my "up directory" button back, and I want the window button in excel back, so when I have 250 spreadsheets open (or even 2), I can switch without having to go to the right hand monitor and click on the excel icon and choose the window from there.. I just want to do it in excel. Come on, quit changing stuff just for the sake of changing..
  • shin0bi272 - Friday, March 16, 2012 - link

    no... just no. Stop talking about stuff you know very little about. It just makes you look bad.
  • Valahano - Friday, March 16, 2012 - link

    Care to elaborate?
  • slickr - Thursday, March 15, 2012 - link

    Good job Andrew. After years of reading this website you with this obvious piece of propaganda have forced me from this moment on to stop visiting this website.

    This shameless advertising for this Microsoft crap of a operating system that they call windows 8 is sickening. How much did they pay you?

    You people make me sick, at least be honest about it and write that you have been paid to write about their product in a positive way, I guarantee you people won't be too judgmental and will accept the fact that this website with its obvious bias for some time now has been loosing all its visitors and is forced to write propaganda articles for money!
  • Shinya - Thursday, March 15, 2012 - link

    So basically because he likes something that you don't (even though he heavily criticized it) your limited brain capacity calculated that he was paid?

    Please stick with apple products iTard. Your lord n savior is waiting over at engadget.
  • shin0bi272 - Friday, March 16, 2012 - link

    actually no hes right... if you look at what MS did with win8 its designed for tablets and they are violently forcing pc users to adapt the same gui that will be basically worthless to us and what does the author of this article say?

    "Yes, Metro is very different from what came before, and yes, Metro was clearly designed with touch in mind, but once you learn its tricks (and especially once you’ve got the new keyboard shortcuts dedicated to memory) it acquits itself as a flexible and powerful user interface."

    Sucking up much?

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