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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  • phexac - Friday, March 9, 2012 - link

    I most definitely plan on skipping Win8, even though I upgraded to Vista and Win7 the day they came out.

    To know how bad this new disjointed Metro-Desktop environment will be, all you have to do is look at the POSITIVE feedback Win8 is receiving. Apparently, the best that can be said about Metro is that you can be fine with it and it will not create significant problems for that you cannot get around. Where is the feedback of all the great new improvements Metro will bring to your Windows experience? There is none. The best possible scenario for Metro is that, with some practice and adjustment, it will not completely fuck up your computing experience. No thanks. I will opt to stay in full desktop environment that does not force me to deal with a screen filled with ugly tiles that lead to gimped mail and other apps designed for a phone. When I am on a desktop, I want to use a desktop interface and those things called "applications." Hint--they are like apps, except with more functionality to take advantage of greater flexibility of the PC.

    Metro seems to be a product of semi-competent management under pressure to do SOMETHING, ANYTHING at all to justify its job in the face of competition that is putting out meaningful well-received innovation. This situation is all too common at Microsoft it seems.

    I foresee Win8 being an even bigger flop than Vista. The fact that Metro interface failed miserably in the phone market (devices it's supposed to be best on) is a pretty good indicator that it fucking blows and has no traction with consumers. The logical conclusion from that is certainly not trying to pawn it off on your desktop users.

    I hope this product leads to MS losing a shitton of money so that they hopefully learn to listen to feedback of their customer base. Do you guys remember the extensive consumer input and feedback that MS used to design Windows 7? That led to a great product. None of that seems to be happening with Win8, where MS is back to its internal ideas. We all know how good that tends to work for them as of late.

    I can see the commercials now: "Hi, I'm a Mac, and I have a User Interface that is not fucking retarded."
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    I love this analysis. You are truly inspired. :)
  • antef - Friday, March 9, 2012 - link

    Did I read this right? If you use File History you can't also create system images using Windows Backup? So in Windows 7 they give me an awesome, easy, built-in system imaging tool, but crap file backup so I have to find my own utilities for that, then in Win 8 they give me awesome file backup but take away system imaging? Why in the world could that not be integrated with the new feature?
  • Andrew.a.cunningham - Saturday, March 10, 2012 - link

    You can still make images and backups with the "Windows 7 File Transfer" control panel, which is identical to the Windows Backup tool. You just can't schedule both W7 File Transfer backups AND File History backups.
  • antef - Saturday, March 10, 2012 - link

    Thanks for the reply (didn't expect one this many pages deep!). That is still a shame, I like my weekly scheduled system image backups so that if something goes wrong with the system it's easy to get back to how things were. And I would be very interested in keeping File History enabled too. It seems like an unnecessary limitation and keeps it from still being competitive with Time Machine. Let's say I do enable the system image backups. Can I still get to Win7-like "previous versions" of files at all, or would that all be shut off?
  • Malih - Saturday, March 10, 2012 - link

    I don't understand why some people don't like or even hate the Metro interface. It's a beautiful, and depends on how you're using it, can be your source of quick info (with the widgets and all that) without having to open many apps at the same time.

    I do think it would work better on desktop or laptop if there's a device like the Magic Trackpad for PC.

    I like Metro, and even contemplated on buying the Nokia Lumia 800, if only its price (the Int'l version) is a bit lower.
  • SunLord - Saturday, March 10, 2012 - link

    It's not that hard to understand metro sucks with a mouse on my desktop and is rather disjointed but It's actually not that bad with a touch pad on my laptop where you can do swipes and other gestures so it's probably pretty sweet with a tablet/slate or a all-in-one with a touchscreen that takes advantage of the touch based interface that metro is.
  • B3an - Saturday, March 10, 2012 - link

    Complete BS.

    Metro is faster and more configurable than the Start menu ever was, as this article also points out. Getting stuff done on Win 8 is faster than it ever was in 7. People need to stop trying to use Win 8 like 7 and use it for how it's intended. It's an improvement. Not that people like you will ever give it a chance. Too scared of change. Go back to DOS.
  • TEAMSWITCHER - Saturday, March 10, 2012 - link

    You're wrong. The first time I did a search for "Settings" in Metro I was presented with a ugly grid of small icons and text. Many of the icons were duplicates and some I swear haven't changed since Windows XP. I thought to myself - "Wow, Metro just vomited on my 27" display."

    If you honestly think that Metro is going to compete visually against the iPad you must be partially blind. Just take a look at the blocky green slider buttons in Metro and compare them to the awesome round and shaded slider buttons of iOS. Metro looks like crap!

    Stop saying good things about it - it's the worst OS Microsoft ever created!
  • stephenbrooks - Saturday, March 10, 2012 - link

    1. It would be nice if there was a special "maximise" button that turned a window from your desktop into a Metro "app" that showed up on the list of running apps. What I like about Metro is that Microsoft are embracing the fact that some things are better fullscreen, so there's a selection between screens and then overlapped windows on a desktop within one of those.

    2. It would also be nice if they had skinned the desktop to look Metro-ish, instead of the utterly different look and feel of the two at the moment. Just needs everything to have square non-bevelled borders + black background really and use solid shading rather than gradients or fancy stuff.

    The big reason why I think #1 isn't happening, and the problem with Metro generally, is that it only works with apps written against Microsoft's very specific Metro system. I don't know if they intend to keep this dichotomy forever. They can't migrate entirely to Metro because then developers would have to put all their half-made and experimental programs through the microsoft app approval system! Plus there are things that don't lend themselves to going in the Windows Store, like programs written internally in a company, various sorts of scripts, bespoke simulations used in R&D, etc.

    In fact all the *clever* stuff people do with PCs doesn't work in the consumerised app store/tablet model as it stands.

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