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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  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    1) We'll probably do an analysis of that with an RTM version of the OS. I wouldn't expect it to change too drastically from a patched copy of Windows 7.
    2) Not guaranteed, but probably. When 7 was released, Vista got a Platform Update that added support for DX11, some WDDM 1.1 features, and a few other things: http://support.microsoft.com/kb/971644

    Windows 7 is still in its mainstream support phase, so I'd expect those updates to be available after Windows 8 RTM.
  • R3MF - Friday, March 9, 2012 - link

    many thanks Andrew.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Welcome! :-)
  • valnar - Friday, March 9, 2012 - link

    Isn't the fact that new Windows phone BOMBED in the marketplace enough reason not glorify this crappy GUI? The public has already spoken.

    And....what makes a good tablet or phone OS (touch screen) does not necessarily make a good desktop OS.
  • silverblue - Saturday, March 10, 2012 - link

    True, however everybody has differing tastes. I don't mind it, personally, and it's not as if the Windows 7 desktop has gone forever.

    As for Mango, it's not on many devices and hasn't been out long. I also firmly believe that it's the first flavour (sorry) of Windows Phone that Microsoft has truly taken seriously. Give it time. Had dozens of devices been launched with Mango yet sales been poor, I'd have been more inclined to agree with you.

    Touch screen technology has been around a while and it's about time that a mainstream OS had extensive functionality in this area.
  • Subzero0000 - Sunday, March 11, 2012 - link

    >Isn't the fact that new Windows phone BOMBED in the marketplace enough reason not glorify this crappy GUI? The public has already spoken.

    Well, that's exactly why they have to FORCE metro to their biggest userbase (Desktop PC). They want people to get used to metro, then hopefully people get attached to it and choose to buy tablet/phone with metro.
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    +1

    This is where I think Apple's methodical, very deliberate, well thought out approach is going to win over a lot of people after Windows 8 launches. Microsoft already tried this in reverse order and it was awful until they instantly became irrelevant when the original iPhone launched. They crammed a mouse and keyboard OS into a crappy touchscreen phone and called it a day. Here they are cramming a touchscreen phone/tablet OS pasted on top of a desktop OS and figured out the least amount of work to make it possible to maneuver between the (what feels like) two OS's. When the review consistently has "There are actually two versions of..." you know you have done something wrong as an OS engineer.

    I've given Win8 a fair shake, I've really tried to give it an honest everyday usage to give it a fair comparison. I have a Lumia 900 and have been running the consumer preview since it came out. I'm really going the extra mile to give the Metro UI a shot, but it just doesn't scale to a desktop (In the way windows 8 implements it) very well at all. I've used Win8 on a very nice prerelease tablet and it works wonderfully. Microsoft should really take a step back and survey the industry and learn from what has been successful and what has had problems. The iPad is crushing the tablet market because it benefits (like many Apple products) from a halo of the iPhone, iTunes, and iCloud. Google has realized their misstep in segmenting the phone & tablet OS's and I think Microsoft will come to realize that a touchscreen tablet has more in common with a touchscreen smartphone than it does with a keyboard and mouse desktop PC.

    The thing about Metro is that it is very simplistic and *could* scale easily. Look at a Windows Phone 7 next to a Windows 8 Tablet and it's ability to scale is obvious. I think the real problem here is Microsoft is taking a Bold, half hearted, All-in, keep some chips in reserve, Go for the gusto, partially move to Metro. They cram it down your throat but don't believe in it enough to completely re-think the OS an move to it. I would like Windows 8 a whole lot more if it was a unified experience with Metro at it's center. The half ***ed cramming of two OS's with different UI's into one cup of tea is what really pushes me away from Windows 8. If they left the core of windows 7 under the hood so any windows 7 app's would run, and provide a simple framework for developers to create "live tile" shortcuts that plugin to the new services that Windows 8 will bring this would be a much better OS. If this is the future, GO FOR IT!! There should not be a control panel for "desktop" and a settings for Metro. There should not be Metro IE 10 and IE 10 for Desktop. If they built API's and service frameworks for developers to bridge Metro UI to C++ code and let developers design their software the best way that suits their needs there would be far better support. The Metro UI as a launcher for native C++ app's and HTML5 Metro apps would be great. This would be especially true if developers could push notifications and information to the live tiles for their app's. Imagine a multiplayer game like Battlefield 3 on Windows 8. On the Metro UI "Start" screen the Live Tile for BF3 would be alive with info from battlelog. So you could easily see if some friends are playing the game, or if there is new content/updates, etc... It would be like having the community features of Steam, without ever having to "Launch" anything. A quick glance at your games area of your Live Tiles and you could see who is online playing what games and quickly join in. The same thing would be true for a more professional app like Photoshop. Imaging if Adobe, using these types of API's could build in collaboration features tied into the Live Tiles & using SkyDrive. You could save an image in your skydive and share it to your fellow team members, then if there are changes and edits all of those peoples Live Tiles for Photoshop would reflect that new information. They have so much potential and are at a solid time to make the leap, the real leap to Metro with less risk. They have a solid "traditional" OS in Windows 7 that they could continue to sell. They also have the ability to really bring a new level of integration that has been absent from Microsoft products. Tie in Xbox Live like they did on Windows Phone 7, and integrate voice chat, the friend list, messaging, etc as system wide services. The list goes on and on with the amount of potential they have to make a seamless experience across all of their platforms from phone, to xbox to tablet to PC. It's sad to see this is the best they can do.

    As mentioned above, I think Apples approach of using services like iCloud to bridge your data from a mobile platform to a desktop platform is a better strategy. Really looking at each element of a mobile OS and thinking how that will work on a desktop with a mouse and keyboard; working to merge what makes sense and leaving out what doesn't. I think Apple is also failing at this to some extent as well. They should be working on unifying their "Store's" so I could make an app that when loaded on an iPhone would have the iPhone UI, when loaded on the iPad would have the iPad UI and when loaded on a Mac would have a windowed UI, and the store would serve up the correct parts of the binary depending on if it's on a mobile device like iPhone/iPad or Mac.

    /END RANT.
  • jabber - Friday, March 9, 2012 - link

    The feedback has been 100% negative. Really really bad. No question I haven't seen a normal PC user yet that likes it or wants to use it.

    The feedback for Windows 7 was 90% positive.

    Not looking good MS.
  • futurepastnow - Friday, March 9, 2012 - link

    The feedback from the two "normal" non-technical computer users I showed it to was very negative. I let them play with it with no instructions or advice, and they couldn't do anything. It's the least intuitive interface ever.

    Oddly (or not oddly), the most computer-literate person I showed it to figured he could get used to it, since he uses keyboard commands for everything and they still work. He thinks Microsoft are out of their minds, though.

    Perhaps that is Microsoft's problem, I wonder? All of their engineers, testers and QA people know all of the keyboard commands, which puts them in the 1% of computer users. Perhaps if they created a special version of Win8 for interface testing, which *required* mouse input for all actions, they'd seriously reconsider Metro.
  • Exodite - Saturday, March 10, 2012 - link

    I don't know, I'm a software engineer myself and I wouldn't touch W8 with a 10ft pole.

    I like the minor underlying enhancements to things like the Task Manager and File Transfer dialog, though nothing of that can even begin to make up for the UI clusterfuck.

    I run a multiple-display desktop system.

    I _like_ nestled folder structures and rely on it to organize.

    I prefer minimal clutter on the desktop, to the point the only application icons there are Chrome and MPC-HC, and half a dozen project folders. I also use minimal size icons.

    Huge icons in listings, and the enormous amount of whitespace they add, is wasteful and inefficient.

    I can't stand that good and intuitive UI elements like radiobuttons and checkboxes are giving way to touch-oriented dragbars, it just underlines wha ta gigantic step backwards the entire Metro experience represents.

    Perhaps you're right about technical and professional users being less impacted by the horrors of W8 due to being more comfortable with keyboard shortcuts than users in general, my personal experience isn't enough to say one way or another.

    On the other hand I'd argue that that particular group of people are least inclined to accept the changes because they very rarely have to. I don't have to use Windows as a development platform, I could quite trivially move to any *NIX platform of choice.

    And if Microsoft doesn't see the light before Windows 7 hits EOL I might as well migrate platform, at least I can set up the UI as I prefer that way.

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