• House Call 2013 Part 2: Prepping for an upgrade

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    House Call 2013 Part 2: Prepping for an upgrade

    By Fred Langa

    In this second part of my House Call visit with Windows Secrets reader Pam Newberry, we clean up a cranky Vista notebook and upgrade it to Windows 8.
    The cleanup process included updating software, checking drivers, and removing unnecessary files from the hard drive before installing Windows 8.


    The full text of this column is posted at windowssecrets.com/top-story/house-call-2013-part-2-prepping-for-an-upgrade (paid content, opens in a new window/tab).

    Columnists typically cannot reply to comments here, but do incorporate the best tips into future columns.[/td]

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    • #1375873

      My upgrade of vista was not as successful.

      First I went through the update and clean everything process and then I started the install, keeping files and windows settings – 2 hours later I got to what I thought was the final screen, the Windows 8 logo was up (operating system colours had been set) and i got a message saying that install could not be completed, restoring vista. After 5 min I was back to where I started with vista running nicely.

      I tried again and the upgrade cancelled after about 10seconds saying that it could not be completed.

      Two days later, on a Sat, I tried again this time only transfering the files (no settings). It all appeared to go well and finally Windows8 was up and running. everything on the ‘Metro’ screen worked as you would expect. When I switched to the ‘standard’ screen I had some icons on the task bar but nothing on the desktop. when i tried to open a taskbar program it would show me the preview but it would not go onto the desktop. I also discovered that the default sleep mode would completely shut the computer down, needing the power button to restart it (unlike Vista where the mouse or keyboard would restart it).

      After switching back and forwards lots of time I eventually got a desktop that functioned and could try and see what was going on. It turns out that the most usefull programs (like file explorerer) run on the desktop not the ‘Metro’ interface. Also even though I selected data only for the transfer, the 4 user profiles I had came across – except that you couldn’t log out without crashing windows, but you could switch users. Rebooting would generally start in the last profile but not always.

      I realised that I ONLY had 8Gb of free drive space so i thought that maybe this was the problem, so set about freeing up space. By this time the computer must have been rebooted from cold about 50 times and the count was increasing. By the time I had free’d up 80Gb of HDD space everything looked like it was operating correctly – both desktops were fully functional, loging out would take you to the login screen etc. At 3.00AM I called it fully operational and went to bed.

      On getting up the next morning I went to show the family the new operating system – by this time the computer was completely powered off. On pressing the power button all I got was a DVD drive light continuously on and a continuous clunk from the drive. The multitude of restarts and reboots had killed the motherboard, which was confirmed at my workplace.

      My best way forward now appears to be a new computer……

    • #1375887

      All of my computers and those that I build for people only have Critical updates selected in Windows Update. I have found that installing Network or Video card drivers via Windows Update automatically on a device that is not having problems can be asking for problems. If it ain’t broke don’t fix it. This goes with the other recommended updates that fix problems that the particular may not even be having since the conditions outlined in the KB article has not been met.

      • #1375941

        Fred, how could you not make sure that the system’s hard drive was A-OK before doing any updates or upgrades? Ground Zero for any computer that shows up here is to make sure the hardware is in solid operating condition before mucking around with software. It’s unlikely that the Dell’s memory had gone bad, so I would have eschewed running MEMTEST-86+.

        But at a bare, bare minimum, download and run Piriform’s Defraggler and use it to examine the SMART data on the drive. If the drive has even one reallocated sector or at least one sector pending reallocation, replace the drive. I do not let a computer out of here with a hard drive having bad sectors. Yes, the drive may run OK for many years, but a reallocated sector is a symptom of something gone wrong with the drive: a read-write head touching down on a disc surface for an instant or a defective disk surface. And it can only get worse, especially if some of the drive surface coating has flaked off. Then you have debris floating around in a hermetically sealed space.

        You could also run the drive manufacturer’s diagnostics, a free download from any drive manufacturer except Toshiba, who have never offered a free drive diagnostic.

        … Ben Myers

      • #1375942

        All of my computers and those that I build for people only have Critical updates selected in Windows Update. I have found that installing Network or Video card drivers via Windows Update automatically on a device that is not having problems can be asking for problems. If it ain’t broke don’t fix it. This goes with the other recommended updates that fix problems that the particular may not even be having since the conditions outlined in the KB article has not been met.

        Yes, agreed! The Microsoft update site is the worst possible choice for hardware driver updates. Better to install the latest from the computer manufacturer’s web site, or, worst case, from the CHIP manufacturer’s web site. Numerous times, applying a hardware driver update from the Microsoft update site has hosed up a system for me. So I simply do not trust these updates any more… Ben Myers

        • #1375982

          Why bother cleaning up Vista before upgrading the OS? Wouldn’t the quickest (and best?) way be to just do a clean install of Win 8?

          I know I don’t have as much experience as you do, but I typically go with a clean install, manually copy all of the personal files and install any necessary programs. For there, I know I won’t any old ghosts haunting the system. There’s no chance of some Microsoft conversion going wrong. I’d typically rely on a new copy of the personal files I just did vs. relying on a backup.

    • #1375985

      I agree that testing SMART data on a hard drive is a good practice to do periodically, upgrading or not. I use the Acronis Drive Monitor, but nearly all modern hard drives ship with at least some utilities, or utilities can be downloaded from manufacturer websites, which will do a lot of HDD diagnostics and present in a very readable form, what is healthy, and where any problems may be. Memory could also have been tested, but this would have taken up time and the House Call was time-limited.

      Since I have a Toshiba laptop I have a better support and download site for updating drivers and system software than Dell offers. It takes only minutes to check everything needed for my model. And Toshiba also has a Windows 8 Upgrade Assistant to further reduce the need to pick and choose from among the hundreds of possibly system upgrades. But here the computer was an older Dell model, so you have to use what you can get.

      Under no circumstances would I use Microsoft Update for drivers except during the bets testing phase of a new OS upgrade. With Windows 8, I did use MS Updates until NVidia came out with their own versions of their drivers. But now I only use NVidia’s own driver updates, and those can be hard to find for first-generation Intel core i-5 systems with NVidia GeForce310M graphics subsystems. I must confess that I let DriverMax find these updates, even though like Fred, I don’t generally trust third-party updaters for drivers.

      -- rc primak

    • #1375989

      I hadn’t previously heard of ” What’s My Computer Doing?” I’ll give it try.
      Thanks Fred, I always enjoy reading the house calls 🙂

    • #1376039

      Nice article. However I did something many users might have tried. I relocated /users to keep my more static stuff programs on the c: drive which is an SSD. And the windows upgrade program won’t allow me to upgrade. Here is how microsoft tries to run away from their responsibilities. Have ideas ?

      http://social.technet.microsoft.com/Forums/en-US/w8itproinstall/thread/353cfc23-8c38-4d92-aea7-89ac08411b0b/

      • #1376074

        Why not just install Windows 8 by reformatting the hard drive and wipe the old Windows version and all its problems out? Seems like that would have been easier than stabilizing Vista if nothing but a fresh image from Dell was installed. Does the statement “Whatever Windows you’re starting with, the standard Win8 upgrade process will use it to install Win8” mean that you have to have a Windows OS on the hard drive? Is this to avoid purchasing a new license? Thanks.

    • #1376088

      I too was wondering why Fred chose to drive through the upgrade process instead of installing onto a freshly formatted (and tested) system disk. The teaser at the end of his Part 1 article — “A clean OS upgrade!” — suggested to me that he’d start from an empty system.

      Given that he was time-constrained, as is anyone who does such work for a living, I imagine he was frustrated by the time it took for Windows Update to bring current such a back-level system. It would have aggravated me to spend all that time updating a system, knowing that I was about to turn around and ditch it!

      The article points out that there was, effectively, no user data of any value to be preserved, so that can’t be the reason to upgrade in place.

      For me, the clincher would have been recognizing that, after all that effort, I was left with a system I didn’t trust. That’s not a base I’d be comfortable building upon.

      Fred has a long and laudable track record. I’m sure he chose the upgrade-in-place path for a good reason. Was it because Microsoft’s licensing policy insisted on an extant Windows? Did he want to report on the Windows 8 upgrade experience, as well as helping Pam into a reliable environment? I wish he’d remarked on his reasoning.

      Nonetheless, I found the two-part series to be an interesting read, and I learned a couple of things from it (the inexpensive disk adapter, the What’s My Computer Doing software), as I usually do from Fred’s columns. A great public service, and not just to Pam!

    • #1376114

      Because an upgrade type of install is probably what most people would opt to do in the first place.

      I don’t think that it can be stressed often enough how important it is to get ones operating system in order prior to an upgrade.
      A healthy foundation makes for a better upgrade, or at least a less troublesome one.

      I see the article demonstrating that well enough despite it being more time consuming in the end.

    • #1376277

      I have a few issues. First, you gave no idea of what sort of problem programs you found running. Also, as someone else mentioned, letting WU update drivers is a great way to destroy a system with bad or old drivers; I would ONLY do that if it was the only way to try and get a viable driver for some component that the vendor did not offer drivers for. Most times I’ve allowed keyboard, video, network and like drivers update from WU the computer has barely survived the resultant mess. Also, why upgrade to the horrific Win 8 once Vista was working properly? Win 7 Pro, sure. But this computer is presumably not a child oriented touch screen based system, so 8 would seem to make little sense except for the temporary low price.

      Also, for WU, I prefer to check the list of updates before allowing WU to proceed. And I try to never do them the first day or two, allowing others to destroy their PC’s on improperly debugged updates first – hopefully MS withdraws and fixes them. And I always babysit .Net updates, since they are so subject to failures.

    • #1377475

      Two days? I follow Woody Leonhard’s advice and wait at least two weeks on the current batch of MS Updates — except for Flash Player and MSRT in Win 8. And any out of cycle emergency fixes, usually for IE.

      -- rc primak

    • #1377508

      There is no such thing as a destroyed PC if folks would invest a little time & energy learning how
      to backup their systems [PROPERLY] in the first place.

    • #1377526

      Microsoft provides very shaky tools – depending on the version of Windows, for backup. Most people who have those tools don’t understand them. Commercial products tend to be expensive and don’t always do what you expect. Go into any retail electronics place and you see piles of so called backup drives that if you are lucky and set them up properly may back up some of your data and nothing else. Backup systems you buy in stores don’t do imaging, for instance.

      The last system I got that did was the Seagate Replica – its software, IMHO, is fairly buggy, and very hard to use. And that was the best that I could find of ‘solutions’. Backup systems that really work are expensive and tend to take a lot of attention – way beyond most users.

    • #1378926

      pbug56 — I agree with your post as far as it goes.

      But with free backup tools available from several third parties (I use Macrium Reflect) all one really needs is a bare-bones external hard drive and a little ingenuity. The rest is simple self-discipline. Macrium even includes the possibility of creating a WinPE recovery disk which can boot even when Windows cannot.

      But if hardware or firmware or a BIOS gets wrecked, I don’t know how to reverse this kind of damage. It does happen, folks.

      -- rc primak

    • #1379099

      It does baffle me though that MS has never come up with an easy to setup and use, highly integrated backup tool for home users. They seem to like to nibble around the edges. And then there’s Seagate and their defunct Replica product, which was supposed to be a simple, easy to use tool that would take little tech knowledge, but which in my own experience is kind of iffy and balky. And that various HD makers sell ‘backup’ drives that don’t actually have much in the way of viable backup tools included, but sound great when you read the ‘ad’ on the boxes they come in. End users find this all very confusing and overwhelming. And they may not trust online backup services, between what they do or might charge, if they suddenly go out of business, etc.

    • #1379215

      It’s not Microsoft’s job, or anyone else’s for that matter, to come up with a backup solution designed to please everyone and their dog.
      That is a wholly impossible task for which I think MS has done quite well with regards to windows 7 & 8 backup, considering.

      It’s up to the user to come up with a backup regimen that is right for the individual user’s particular needs, and then implement that solution successfully.

      And that will ultimately mean gaining tech know-how by actually doing some real work in the form of research.
      You have to do the work in order to get the desired outcome. No way around that.

      There is no such thing as a “one click solution” for idiots.
      If one has come across such a solution it is more likely to be a scam.

      • #1379232

        It’s one thing to say that to an IT pro; it’s another to say it to the vast majority of PC (ab)users who barely know the difference between a keyboard and a mouse, and who think that a hard drive is that big box that sits on the floor near the mouse, keyboard and screen.

        • #1379253

          It’s one thing to say that to an IT pro; it’s another to say it to the vast majority of PC (ab)users who barely know the difference between a keyboard and a mouse, and who think that a hard drive is that big box that sits on the floor near the mouse, keyboard and screen.

          Everybody consults, in any instance where a lack of know-how is concerned, no exceptions.
          This is common sense, even when it comes to a novice computer user.
          Ask for help and make an attempt to get more information.

          • #1379368

            Most computer users don’t even know that there is a need for backing up data. They don’t understand how computers work, how and why they fail. You’re lucky if they can figure out how to use a mouse and open a browser. They don’t know about firewalls, antivirus, or that hard drives or computers eventually die – until it happens to them. They don’t learn about backups until after they lose some important data.

            One good thing about an environment like Google – your emails and contact info and maybe your files are (with exceptions) fairly safely stored away from your computer or smartphone.

    • #1379245

      These are improvements, ones I’d take advantage of – if only they were in Win 7. One of the frustrations about the awful GUI of 8, since underneath the skin there are lots of improvements.

    • #1381584

      In Windows 8 the native copy/paste popup is so informative that I can do stacked transfers of just about any data, to and from anywhere on or off my main hard drive. This is the only data backup tool I need in Windows 8. File History just generates a lot of junk backups, which then have to be sifted through. It’s worse than Windows 7 Shadow Copies in that regard.

      I’ve already posted many times about why I like Macrium Reflect for System Image Backups and recovery. Reset and Restore, as well as System Restore, all have their place in Windows 8 system protection, but nothing beats being able to do a full reformat and rollback from a bootable WinPE CD if Windows 8 becomes unstable beyond my tolerance level. Fifteen minutes, and I’m back in business, except for my most recent data, which I then copy/paste back from the backup folders on an external portable hard drive.

      -- rc primak

      • #1381587

        File History just generates a lot of junk backups, which then have to be sifted through. It’s worse than Windows 7 Shadow Copies in that regard.

        What’s your definition of a “junk backup”? File History has “Clean up versions” which can automatically delete all except the most recent copy of each backed up file.

        Bruce

        Windows 11 Pro version 22H2 build 22621.1778 + Microsoft 365 + Edge

        • #1381746

          What’s your definition of a “junk backup”? File History has “Clean up versions” which can automatically delete all except the most recent copy of each backed up file.

          Bruce

          File History has a problem with making multiple copies of unchanged files which can rapidly fill a backup drive. Thanks for pointing out the Clean up versions function. Didn’t realize it was there but its not a panacea for the basic issue.

          Jerry

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