1. Week #2 Objectives Upgrade and Migrating to Windows 7 Image-Based Installation of Windows 7 Application Compatibility

2. Considerations for Upgrading and Migrating to Windows 7 Upgrade: Does not require the reinstallation of applications Does not require additional storage space Does not require replacing existing computer hardware Is the recommended solution in home or small offices scenarios Does not require the reinstallation of applications Does not require additional storage space Does not require replacing existing computer hardware Is the recommended solution in home or small offices scenarios Migrate: Requires a reinstallation of applications Typically, requires more storage space Typically, requires replacing existing computer hardware Is the recommended solution to achieve a standardized environment in a large enterprise scenario Requires a reinstallation of applications Typically, requires more storage space Typically, requires replacing existing computer hardware Is the recommended solution to achieve a standardized environment in a large enterprise scenario

3. Identifying the Valid Upgrade Paths Windows 95 Windows 98 Windows ME Windows NT4 Windows 2000 Windows 95 Windows 98 Windows ME Windows NT4 Windows 2000 Windows Vista SP1, SP2 Windows 7 Only clean install Clean install In-place upgrade Clean install Migration In-place upgrade Clean install Migration Windows XP Windows Vista RTM Windows XP Windows Vista RTM Windows Anytime Upgrade enables you to upgrade to a higher edition of Windows 7

4. Determining the Feasibility of an Upgrade Using Windows Upgrade Advisor Windows Upgrade Advisor is a downloadable application that helps Windows users identify which edition of Windows 7 meets their needs Use Windows Upgrade Advisor to: Provide suggestions about necessary hardware updates to install and run the appropriate edition and features of Windows 7 Provide upgrade guidance to Windows 7 Provide suggestions about necessary hardware updates to install and run the appropriate edition and features of Windows 7 Provide upgrade guidance to Windows 7 Requirements.NET 2.0 MSXML 6 20 MB free HDD.NET 2.0 MSXML 6 20 MB free HDD Administrator privileges Internet connection Administrator privileges Internet connection

5. Keep operating system up to date to protect against any security threats: Update can also be done during upgrade (Dynamic Update) Keep operating system up to date to protect against any security threats: Update can also be done during upgrade (Dynamic Update) Update Determine any relevant updates 1 1 Apply all relevant updates to the computer 2 2 After the upgrade: Verify Log on to the computer 1 1 Verify all applications and hardware devices function correctly 2 2 Follow Windows Upgrade Advisor recommendations if any 3 3 To perform an upgrade to Windows 7, run setup.exe from: Windows 7 product DVD Network share Upgrade Protect against data loss, backup data and settings by using appropriate backup media: CD/DVD disc Network share Any other backup media Back up Evaluate Evaluate whether your computer meets the necessary requirements to run Windows 7: Use the following tools: Hardware requirements Application compatibility Standard User Analyzer Tool Microsoft Assessment and Planning Toolkit Windows Upgrade Advisor Application Compatibility Toolkit Evaluate Back Up Upgrade Verify Update Process for Upgrading to Windows 7

6. User State Migration Tool (USMT) 4.0 Windows Easy Transfer (WET) Application Settings User Preferences User Data Earlier Version of Windows Windows 7 What to migrate Identify which components are to be migrated to the new operating system Use one of the following migration tools: Windows Easy Transfer (WET) User State Migration Tool (USMT) 4.0 Tools for Migrating User Data and Settings

7. Back up user state, including: Use one of the following migration tools: Back up user state, including: Use one of the following migration tools: User settings Application settings User data Back up Windows Easy Transfer User State Migration Tool Run the Windows 7 installation (setup.exe) from: product DVD Network share Install Windows 7 Keep your computer secure by keeping up with current updates: Update Select check for updates during installation Check for updates after installation After installing Windows 7, reinstall all applications: Install Applications Install the compatible version of the applications After installing applications, restore user state by using: Restore Windows Easy Transfer User State Migration Tool Process for Migrating to Windows 7 Back Up Install Windows 7 Update Install Applications Restore

8. Transfer files and settings by using a network Click A Network Click This is my old computer Start WET on the source computer Click Next On the destination computer, enter WET key and then click Next WET creates WET key 3 3 4 4 1 1 2 2 6 6 5 5 Click Transfer and proceed with the wizard 7 7 Source Computer Destination Computer On destination computer: Prepare for the migration on the destination computer Click Next Select transfer method Close all active programs Start Windows Easy Transfer Click I need to install now (if source computer does not have WET) Click This is my new computer 3 3 4 4 1 1 2 2 6 6 5 5 Select destination media and save WET files 7 7 Destination Computer To migrate by using WET: WET is the recommended tool for scenarios in which you have a small number of computers to migrate Store the Windows 7 WET files to be Used on the Source Computer Migrate Files and Settings from the Source Computer to the Destination Computer by using: Windows Easy Transfer cable Network Removable media or a network share Migrate Files and Settings from the Source Computer to the Destination Computer by using: Windows Easy Transfer cable Network Removable media or a network share 1 1 2 2 Migrating User Settings and Data by Using WET

9. What Is Windows Imaging File Format? Provides the following benefits: One image for many hardware configurations Compression and single instancing Multiple images in one file Offline servicing of the image file Installation on partitions of any size Nondestructive deployments Modification of image files using APIs Bootable image support for Windows PE A file-based image technology used to install the Windows operating system

10. Tools for Performing Image-Based Installation Windows Setup (setup.exe) Answer File Catalog Windows Automated Installation Kit (Windows AIK) Windows System Image Manager (Windows SIM) Windows Preinstallation Environment (Windows PE) ImageX User State Migration Tool (USMT) Deployment Image Servicing and Management (DISM) Sysprep Diskpart Windows Deployment Services (WDS) Virtual Hard Disk (VHD)

11. Image-Based Installation Process Build an Answer File 1 1 Build a reference installation 2 2 Create a bootable Windows PE Media 3 3 Capture the installation image 4 4 Deploy the installation image 5 5

12. Prepares an installation of Windows for duplication, auditing, and delivery Building a Reference Installation by Using SysPrep Use Sysprep to: Remove system-specific data from the Windows operating system Configure Windows to start in audit mode Configure the Windows operating system to start the Windows Welcome phase Reset Windows Product Activation Remove system-specific data from the Windows operating system Configure Windows to start in audit mode Configure the Windows operating system to start the Windows Welcome phase Reset Windows Product Activation Sysprep.exe [/quiet] [/generalize] [/audit | oobe] [/reboot | /shutdown | /quit] [/unattend:answerfile]

13. A command-line tool that is used to capture, modify, and apply file-based WIM images Capturing and Applying the Installation Image by Using ImageX Use ImageX to: View the contents of a WIM file Capture and apply images Mount images for offline image editing Store multiple images in a single file Compress the image files Implement scripts for image creation View the contents of a WIM file Capture and apply images Mount images for offline image editing Store multiple images in a single file Compress the image files Implement scripts for image creation ImageX [/flags “EditionID”] [{/dir | /info | /capture | /apply | /append | /delete | /export | /mount | /mountrw | /unmount | /split} [Parameters]

14. Migrating User Settings and Data by Using USMT 4.0 A scriptable command-line tool that provides a highly-customizable user-profile migration experience for IT professionals Scanstate [StorePath] [/i:[path\]FileName] [Options] Loadstate [StorePath] [/i:[path\]FileName] [Options] USMT components: ScanState and LoadState Config.xml and Migration.xml files Component manifests for Windows Vista, Windows 7, and down-level manifests for Windows XP USMT internal files ScanState and LoadState Config.xml and Migration.xml files Component manifests for Windows Vista, Windows 7, and down-level manifests for Windows XP USMT internal files

15. Configuring VHDs Create VHD DiskPart Tool Disk Management MMC Attach VHD to the host computer Disk Management MMC Attach VHD to the host computer Prepare VHD Install Windows 7 to the VHD Deploy VHD Copy VHD to computer to run in VM Copy VHD to computer to run in Native Boot Add a Native Boot VHD to the Boot Menu Copy VHD to computer to run in Native Boot Add a Native Boot VHD to the Boot Menu Use WDS to deploy VHD images for native boot A native-boot VHD is a VHD that can be used as the running operating system on a computer without a parent operating system

16. Common Application Compatibility Problems Common Application Compatibility problems may relate to the following areas: Setup and installation of applications User Account Control Windows Resource Protection (WRP) Internet Explorer Protected Mode 64-bit architecture Windows Filtering Platform (WFP) Operating system version changes Kernel-mode drivers Deprecated components Setup and installation of applications User Account Control Windows Resource Protection (WRP) Internet Explorer Protected Mode 64-bit architecture Windows Filtering Platform (WFP) Operating system version changes Kernel-mode drivers Deprecated components

17. Common Mitigation Methods Common mitigation methods include: Modifying the application configuration Applying updates or service packs Upgrading the application Modifying the security configuration Running the application in a virtualized environment Using application compatibility features built into the operating system Selecting another application Modifying the application configuration Applying updates or service packs Upgrading the application Modifying the security configuration Running the application in a virtualized environment Using application compatibility features built into the operating system Selecting another application

18. Updating Shims A shim is software, added to an existing application or other program, to provide some form of enhancement or stability In the application compatibility context, a shim refers to a compatibility fix Use the Compatibility Administrator Tool to: To deploy a compatibility fix: Use the Compatibility Administrator Tool to: To deploy a compatibility fix: Search for a compatibility fix for an existing application Create a new compatibility fix Search for a compatibility fix for an existing application Create a new compatibility fix Store the compatibility fix database locally or in a network location Use the Sdbinst.exe command-line tool to install the compatibility fix Store the compatibility fix database locally or in a network location Use the Sdbinst.exe command-line tool to install the compatibility fix