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Upgrading from a Previous Version of Windows to Windows XP Professional
Upgrade paths from previous Windows versions depend on the operating system version currently installed. Table 3.1 lists the available upgrade paths for older operating systems.
Table 3.1. Upgrading Older Operating Systems to Windows XP Professional
Operating SystemUpgrade PathWindows 98Can be upgraded directly to Windows XP Professional.Windows Me Windows NT 4.0 Workstation Windows 2000 Professional Windows 3.1xWindows 95Upgrade to Windows 98, and then upgrade to Windows XP Professional.Windows NT 3.x WorkstationUpgrade to Windows NT 4.0 Workstation, and then upgrade to Windows XP ProfessionalWindows NT ServerWindows 2000 ServerCannot be upgraded. You need to perform a clean installation of Windows XP Professional.Non-Windows operating systems(Unix, Linux, OS/2)Cannot be upgraded. You need to perform a clean installation of Windows XP Professional.Preparing a Computer to Meet Upgrade Requirements
ObjectiveUpgrade from a previous version of Windows to Windows XP Professional.Prepare a computer to meet upgrade requirements.In addition to Chapter 1, "Manually Installing Windows XP Professional." In addition, all hardware components should be found in the Windows Catalog (Chapter 1 when preparing your computers for upgrading to Windows XP Professional.
Testing System Compatibility
Microsoft includes a compatibility tool on the Windows XP CD-ROM that generates reports describing hardware and software components that may not be compatible with Windows XP. This report identifies any hardware or software problems associated with the computer to be upgraded.Step by Step 3.1 shows you how to obtain a system compatibility report from the computer to be upgraded.Step by Step: 3.1 Checking System Compatibility
1. Insert the Windows XP Professional CD-ROM.2. When the Welcome to Microsoft Windows XP screen appears, select Check System Compatibility.3. Select Check My System Automatically.4. The compatibility program provides two choices, as shown in Figure 3.1. If you are connected to the Internet you should select Yes, Download the Updated Setup Files to ensure that you are checking compatibility against the latest version of Windows. Otherwise, click No, Skip This Step and Continue Installing Windows, and then click Next.
Figure 3.1. If you are connected to the Internet, you should choose to download the updated files before preparing your compatibility report.
Figure 3.2. The Upgrade Report window informs you of any hardware or software that may be incompatible with Windows XP.
checkupgradeonly, where d: is the CD-ROM drive, to start the compatibility check procedure. The window shown in Figure 3.1 appears and you can proceed from step 4 of Step by Step 3.1.
Additional Preparatory Tasks
Before you upgrade Chapter 7, "Implementing, Managing, Monitoring, and Troubleshooting Hardware Devices."Upgrading the Computer to Windows XP Professional
After you have checked system compatibility and performed all tasks required to prepare your computer for upgrading, you are ready to proceed. The upgrade takes place in a similar fashion to a new installation, except that answers to some questions asked by the setup wizard are taken from the current installation. Step by Step 3.2 shows you how to upgrade a Windows 98 or Me computer to Windows XP Professional.Step by Step: 3.2 Upgrading to Windows XP Professional
1. If it is not in the drive from the compatibility check process, insert the Windows XP Professional CD-ROM.2. When the Welcome to Microsoft Windows XP screen appears, select Install Windows XP.3. On the Welcome to Windows Setup screen (see Figure 3.3), select Upgrade (Recommended) and then click Next.
Figure 3.3. The Welcome to Windows Setup screen enables you to upgrade Windows or perform a new installation.
Figure 3.4. The Upgrade Report screen describes items that may be incompatible with the upgrade to Windows XP.
Exam AlertYou can create a dual-boot system instead of upgrading If you select New Installation (Advanced) in step 3 of Step by Step 3.2, you can select a different partition on which to install Windows XP Professional. Doing so creates a dual-boot system, which enables you to start either operating system. You can select the operating system to start from the boot loader menu, which is displayed by the Boot.ini file after you turn the computer on.If you are considering a dual-boot system, you should be aware of several facts. First, ensure that you are using the proper file system on your partitions. When dual-booting with Windows 9x or Me, you should ensure that the system partition is formatted with FAT32. Configure the Windows XP boot partition (the partition containing the operating system files) with the NTFS file system only if it does not contain any files that you need to access from Windows 9x/Me. If you are dual-booting with Windows NT 4.0, install Service Pack 5 or later on Windows NT 4.0 to ensure that this operating system can read all data on NTFS partitions. In addition, you should be aware that the oldest operating system should be installed first.
Uninstalling Windows XP Professional
If you have upgraded a Windows 98 or Windows Me computer to Windows XP Professional and later decide to revert to the previous operating system, it is possible to uninstall Windows XP. The uninstallation process restores your previous operating system without changing any files you have created while running Windows XP. However, applications that were installed or modified while Windows XP was running may need to be reinstalled afterward. Step by Step 3.3 shows you how.Step by Step: 3.3 Uninstalling Windows XP Professional
1. Click Start, Control Panel, Add or Remove Programs.2. If Uninstall is available, the Add or Remove Programs dialog box will contain a Windows XP Uninstall entry, as shown in Figure 3.5. Select this entry and click Change/Remove.
Figure 3.5. If you upgraded to Windows XP from Windows 98 or Windows Me and did not convert to the NTFS file system, the Add or Remove Programs dialog box contains a Windows XP Uninstall entry.
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Figure 3.6. You are informed of modifications made since Windows XP was installed.
Exam AlertUninstall is available only if you have upgraded from Windows 98 or Windows Me You cannot revert to your previous operating system if you have upgraded from Windows NT 4.0 or Windows 2000.Exam AlertDo not convert to NTFS if you might need to uninstall Windows XP Do not convert your disk to NTFS if you think you may want to revert to your previous operating system. Neither Windows 98 nor Windows Me supports NTFS; consequently, the uninstall is not available if you convert to NTFS.
Challenge
You are a consultant who is responsible for upgrading all workstation computers in your client's office to Windows XP Professional. You have available the installation media for Windows XP Professional as well as the older operating systems currently in use on these computers. In addition, all servers have already been upgraded to Windows Server 2003.The following table describes the computers in your client's office: Operating SystemNumber of ComputersWindows for Workgroups 3.11Windows 95Windows 98MS-DOSWindows NT 3.5 WorkstationWindows NT 3.51 WorkstationWindows NT 4.0 WorkstationWindows 2000 ProfessionalYour task is to upgrade all these computers to Windows XP Professional by performing as few steps as possible. If possible, you must not remove any user settings, data, or applications from any of these computers. Draw up a plan for upgrading these computers while adhering to these specifications.Try to complete this exercise on your own, listing your conclusions on a sheet of paper. After you have completed the exercise, compare your results to those given here.
1. You can upgrade all computers running Windows 98, Windows NT 4.0 Workstation, and Windows 2000 Professional directly to Windows XP Professional. This involves a total of 164 computers.2. You must upgrade computers running Windows 3.1x or Windows 95 to Windows 98 first. You can then upgrade these computers to Windows XP Professional. This involves a total of 19 computers.3. You must upgrade computers running Windows NT 3.51 or earlier to Windows NT 4.0 first. You can then upgrade these computers to Windows XP Professional. This involves a total of 25 computers.4. You must install Windows XP Professional as a clean installation on the three computers that run only MS-DOS.Alternatively, you can upgrade computers running either Windows 95 or Windows NT 3.51 to Windows 2000 Professional and then to Windows XP Professional. However, this upgrade path is not available for the older Windows versions specified in this exercise.
Migrating Existing User Environments to a New Installation
ObjectiveUpgrade from a previous version of Windows to Windows XP Professional.Migrate existing user environments to a new installation.Windows XP Professional includes the following two tools that assist administrators and users in migrating application settings and data files to a new computer running Windows XP.User State Migration Tool (USMT) Designed for administrators who are deploying large numbers of Windows XP Professional computers in a corporate setting.Files and Settings Transfer Wizard Designed for users in home or small business environments that need to migrate files and settings on a small number of computers.Exam AlertBe sure you know when and how to use USMT and the Files and Settings Transfer Wizard Each of these tools has its benefits and limitations. Know that USMT can be scripted for migrating large numbers of computers and that the Files and Settings Transfer Wizard is more suited for individual users migrating their data to a new computer.
User State Migration Tool
The USMT enables you to quickly and easily transfer user files and settings when deploying new computers to a large number of users. It can transfer files and settings from source computers running Windows 95, Windows 98, Windows Me, Windows NT 4.0, or Windows 2000 to destination computers containing a clean installation of Windows XP Professional. This tool reduces the cost of computer deployments by addressing the following issues:Technician time associated with migrationLost employee productivity searching for missing files and other dataLost employee productivity and help desk calls associated with configuring the desktopReduced time spent by employees on becoming familiar with the new operating systemImproved employee satisfaction with the migration experienceUSMT consists of two executable files, Scanstate.exe and Loadstate.exe, and several migration information files, including Migapp.inf, Miguser.inf, Migsys.inf, and Sysfiles.inf. Scanstate.exe is used to collect user information and files based on settings in the .inf files, and Loadstate.exe is used to place this information on a new Windows XP computer. These files are all located in the Valueadd\Msft\Usmt folder on the Windows XP Professional CD-ROM.By default, USMT migrates the My Documents, My Pictures, Desktop, Favorites, and Cookies folders. USMT also migrates settings found in settings groups such as Internet Explorer, Outlook and Outlook Express, dial-up connections, phone and modem options, accessibility settings, screen savers, fonts, folder options, network drives and printers, and other Control Panel settings such as sounds, mouse, keyboard, taskbar, and regional settings. You can modify the set of data collected by USMT by editing the information found in the .inf files.To transfer files and settings by means of the USMT, you run Scanstate.exe on the source computer to collect the data to be migrated and transfer it to a shared folder on a server to which both the source and destination computers have access. Then you run Loadstate.exe on the destination computer to place the collected data on that computer. You can employ a script to automate this process when migrating multiple users.Preparation of the server involves the creation and sharing of several folders. Follow Step by Step 3.4 to complete this procedure.Step by Step: 3.4 Preparing the Server for the Transfer Process
1. At the server, create and share a folder named USMT. Configure this folder with the Read permission for the migrating user and at least the Change permission for the local administrator at the destination computer.2. Create two subfolders named Scan and Load in the USMT shared folder.3. Create and share a folder named MigStore. Configure this folder with the Change permission for both the migrating user and the local administrator at the destination computer.4. Copy Scanstate.exe and all .dll and .inf files from the Valueadd\Msft\Usmt folder on the Windows XP Professional CD-ROM to the USMT\Scan folder.5. Copy Loadstate.exe, Miguser.inf, and all .dll files from the Valueadd\Msft\Usmt folder on the Windows XP Professional CD-ROM to the USMT\Load folder.
Having prepared the server for the transfer process, you can now scan source computers to collect their data and settings. Step by Step 3.5 shows you how.
Step by Step: 3.5 Collecting Data and Settings from the Source Computer
1. Log on to the source computer as the migrating user.2. Map a drive to the USMT share on the server.3. Start a command prompt and navigate to the Scan folder on the mapped drive.4. Type the following command:
where server is the name of the server used in the procedure.
scanstate /i:migapp.inf /i:migsys.inf /i:migfiles.inf /i:sysfiles.
inf \\server\MigStore
Now you can place the collected information on the destination computer by following the procedure outlined in Step by Step 3.6.
Step by Step: 3.6 Placing the Collected Information on the Destination Computer
1. Log on to the destination computer as the local administrator. A standard user cannot run the Loadstate tool, as described in Microsoft Knowledge Base article 870624.2. Click Start, Control Panel, User Accounts. Ensure that the migrating user does not have a user account listed; if such an account exists, delete it and confirm that you want to delete the user's files.3. Map a drive to the USMT share on the server.4. Start a command prompt and navigate to the Load folder on the mapped drive.5. Type the following command:
6. When the procedure completes, log off and log on as the migrating user.7. Verify that the files and settings have been transferred properly. The classic desktop should appear because the old user shell is contained in the settings transferred by USMT.
loadstate /i:miguser.inf \\server\MigStore
Note
Additional parameters available with Loadstate and Scanstate Loadstate.exe and Scanstate.exe have additional parameters that you can specify for modifying their actions. At the command prompt, type the command followed by /? to obtain further information.Files and Settings Transfer Wizard
The Files and Settings Transfer Wizard enables you to transfer files, folders, and settings belonging to a user to a new computer or an existing computer on which a clean installation of Windows XP Professional exists. It is a simple means of transferring these settings when only a few computers are involved, or when users are individually responsible for migrating information to a new computer. It is automatically installed on Windows XP Professional computers during operating system installation.This wizard operates by creating a Migration Wizard Program disk, using this disk to prepare data on the source (old) computer for transfer, and then transferring them to the destination (new) computer. To perform this procedure, you need to have the following items available:Removable media such as CD-R disks to store the migrated information. You can also use a shared folder on a server or a serial cable to connect the two computers directly.A blank floppy disk for the wizard, or the Windows XP Professional CD-ROM.The user name and password of the user whose information is being migrated.To run the Files and Settings Transfer Wizard, you start the wizard at the destination computer and create a wizard floppy disk. Then you take this disk to the source computer and migrate the data to removable media or a shared folder. Finally, you return to the destination computer and import the migrated data. Step by Step 3.7 provides a detailed procedure.Step by Step: 3.7 Using the Files and Settings Transfer Wizard to Transfer Data to a New Computer
1. At the destination computer, click Start, All Programs, Accessories, System Tools, Files and Settings Transfer Wizard.2. The wizard displays a welcome screen that describes its actions. Click Next.3. The wizard asks whether you are at the new computer or the old one. Ensure that the New Computer option is selected, and then click Next.4. To create a floppy disk for running the wizard on the source computer, select the I Want to Create a Wizard Disk in the Following Drive option, and select the drive letter of your floppy drive. See Figure 3.7.
Figure 3.7. The Files and Settings Transfer Wizard provides several options for collecting data from the old computer.
Figure 3.8. The wizard provides several options for data transfer and displays a list of items to be transferred.
