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Pre-installation
checklist
Before you install XP, there are several things to consider.
1. Check system requirements
As noted in my overview to this Installation and Upgrade Super
Guide, Microsoft's minimum requirements for Windows XP are a
Pentium 233 MHz processor and 64 MB of RAM. I find this to unrealistic,
however, and believe you'll get the best performance with a
500 MHz or higher CPU and 256 MB of RAM or more. Remember that
memory is not only cheap, but the simplest way to improve XP's
performance: If you are wondering about a CPU upgrade, I'd try
the RAM first.Other system requirements include 1.5 GB of available
hard drive space, a Super-VGA (800 x 600) or higher resolution
monitor and video card, a CD-ROM or DVD-drive, and a keyboard
and mouse. Optional components include a networking adapter
and/or modem, and a sound card and speakers. You should try
and run XP at 1024 x 768 or higher resolution with 24-bit SpellE>color
, if possible. The default onscreen elements are bigger and
more SpellE>colorful than those in Windows 9x/Me/2000.
2. Make sure your hardware and software is compatible
The Windows XP CD-ROM includes hardware and software
checking capabilities, but you can download the Upgrade Advisor
before purchasing XP to make sure that your devices and applications
will work before taking the plunge. I highly recommend that
you do so. This will explain what you can do about recalcitrant
hardware and software, though Microsoft is constantly updating
XP's compatibility through Windows Update as well.
3. Make sure you can boot with your CD drive
Unlike Windows 9x/Me, the Windows XP CD-ROM is bootable,
so you will not need a boot floppy to initiate Setup. However,
some PCs don't offer the capability to boot from CD, though
this should be rare on the newer systems that can run XP. More
likely is that your system can boot from CD but isn't set up
to do so. To set up your system to boot from the CD, you'll
need to enter the BIOS software and change the boot order. Typically,
you will want your system set up to boot from CD, then floppy,
then the first hard drive. Check the manual that came with your
PC or motherboard for information about entering the BIOS and
making this change, if needed. If you want to test
whether your system can boot with the CD, just insert a bootable
CD (like your Windows XP CD-ROM) and reboot. If Setup begins
or you see a message about hitting any key to boot from the
CD, you're all set. If you can't boot with your
CD drive, all is not lost. Microsoft has provided downloadable
floppies (in sets of four, sadly) for both XP Home and Professional
that you can use to start installation. I'll only be covering
a CD boot here, but the process is similar when using floppies.
For more information, check out the Microsoft Web site, which
has separate pages for the ='bidi-font-size:12.0pt'>XP
Home and XP Professional boot floppies.
4. Consider upgrading your BIOS
Speaking of the BIOS, it's probably a good idea to ensure
that you have the latest version before installing XP. This
is because XP, like 2000, more strictly follows the ACPI power
management specification than Windows 9x/Me, and older SpellE>BIOSes
might make the OS behave strangely (for example, you choose
Shut Down and the system reboots instead). Generally, you can
download BIOS upgrades from the Web site of the company that
made your PC or motherboard. 5. Run the Files and Settings
Transfer Wizard If you'd like to backup the files and settings
from your previous Windows install, try the Files and Settings
Transfer Wizard. 6. Backup your data - : Unless you're
installing XP to a brand new PC, you're probably going to want
to backup all of your data. The XP install will usually format
the C: drive at least, and will do other bizarre things to your
other drives, if present, if you let it. Backup, backup, and
backup again. There's nothing worse than performing a clean
install and then discovering that you just wiped out four years
worth of data (and yes, I did this once).
If using an Upgrade CD, be sure to have qualifying media
If you're performing
a clean installation of XP Home or Professional using an Upgrade
CD, be sure to have your qualifying
media handy. This can be a retail Windows 98, 98 SE, Millennium
Edition (Me), NT 4.0 or 2000 CD-ROM or, in some cases, a Windows
CD that was supplied with a new PC. Note that "restore"
CDs will not work, however, and most Windows CDs that ship
from PC makers are now restore CDs.
OK, let's clean install XP.
Installing Windows XP
Installing Windows XP is a straightforward process, with
few interactive requirements. One nice thing Microsoft did with
this release was put all of the data entry right at the beginning,
so you can actually get up and walk away from your computer
for about half an hour. This contrasts sharply with Windows
95, 98, and NT 4.0, where you basically have to baby-sit
the installation.
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1. Insert the Windows XP CD-ROM and reboot the computer
If you see a message about hitting any key to boot the
CD, do so now.
Otherwis, you will see a message about Setup inspecting
your system.
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2. MS-DOS portion of Setup begins
In the first stage of Setup,
you will see a series of blue and SpellE>gray
MS-DOS-based screens. In the first step, you will be asked
to press F6 if you need to install any third-party or
RAID drivers.
Then, you can press F2 to initiate the Automated System
Recovery (ASR) tool, a new XP feature that lets you recover
non-booting systems from XP Setup. Ignore this.
Finally, Setup will load the files it needs to start
a bare bones version of XP. This may take a few minutes.
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3. Welcome to Setup
Finally, Setup begins. In this step, you can set up XP,
launch the Recovery Console (another, more complicated
system recovery tool), or quit.
Press ENTER to continue Setup, and it will examine your
hard drives and removable disks.
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4. Read the license agreement
Next, you'll have to agree to Microsoft's complex licensing
agreement. Among the highlights: You don't actually own
Windows XP and you can only install it on one PC.
No one reads this, I know, but it's probably a good
idea to at least check it out.
Hit F8 to continue.
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Upgrade versions only :
4b. Insert qualifying media
If you are attempting to clean install with a Windows
XP Home or Pro Upgrade CD, you will see this screen, which
requires you to insert your previous Windows CD in order
to verify that you qualify for the Upgrade version.
Curiously, it says that you can use CDs from Windows
NT 3.51 and Windows 95 in addition to those from 98, 98
SE, Millennium, or 2000, though these products cannot
be upgraded to XP.
Once you've proven that you qualify, hit ENTER to continue.
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5. Choose an installation partition
This crucial step lets you choose where to install XP.
On a clean install, you will typically install to the
C: drive, but you might have other ideas, especially if
you plan to dual-boot with 9x .
Setup will show you all of your available disks (in this
case, just one) and let you create and delete partitions
as needed. So, for example, if you have one disk, but
would like to create two partitions, one for XP and one
for your data, you can do that here.
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6. Select the file system
If you created a new partition, or wish to change the
file system of an existing partition, you can do so in
the next step. Generally speaking, I recommend going with
the NTFS file system, which is more secure than FAT.
Regardless of which file system you choose, be sure
to select one of the "quick" format options
(the top two choices), if you do need to format, since
these will work much more quickly than a full format.
In this example, I've selected an existing FAT32 partition
and elected to format it in NTFS format.
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7. Optionally format the partition
If you did choose to change or format the file system,
this will occur next. First, you'll be asked to verify
the format. If you're installing XP on a system with more
than one partition, especially one that still holds your
data on one of the partitions, be sure you're formatting
the correct partition.
Hit F to continue, and a yellow progress bar will indicate
the status of the format. When this is complete, Setup
will again examine your disks, and create a list of files
to copy.
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8. Setup folder copy phase and reboot
Setup will now copy system files to the system/boot partition(s)
you just created. This will allow the PC to boot from
the C: drive and continue Setup in GUI mode.
When the file copy is complete, Setup will initialize
and save your XP configuration. It will then reboot your
PC.
When the system reboots, you will probably see the "Press
any key to boot from CD" message again. If this happens,
do not press a key: Setup will now boot from your C: drive.
In the event that you cannot prevent the CD-based Setup
from reloading, eject the CD and reboot. Setup will ask
for the CD when needed.
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9. GUI Setup begins
Once the system reboots, you will be presented with the
GUI Setup phase, which is much more attractive than the
DOS-mode phase. As you progress through GUI Setup, you
can read promotional information about XP on the right
side of the screen if you're bored.
Next, your hardware devices are detected. This could
take several minutes.
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10. Regional and language Options
In the first interactive portion of GUI Setup, you can
choose to customize the regional and language settings
that will be used by XP, as well as the text input language
you'd like. Users in the United States
will not normally need to change anything here.
Click Next to continue.
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11. Personalize your software
Now, : enter your name and, optionally, your company.
The name you enter is not the same as your user name,
incidentally, so you should enter your real name here
(i.e. Paul SpellE>Thurrott or whatever).
Click Next to continue.
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12. Enter your product key
Now you must enter the 25-character product key that is
located on the orange sticker found on the back of the
CD holder that came with Windows XP. You cannot install
XP without a valid product key.
Later
on, you will be asked to activate and optionally register
your copy of Windows XP. A product key can be used to
install XP on only one PC.
Click Next to continue.
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13. Enter a computer name and administrator password
In the next phase of Setup, you can create a name for
your computer (which is used to identify it on a network)
and, optionally in Pro Edition only, a password for the
system Administrator, the person who controls the PC (this
will generally be you, of course).
Setup generates a random name for your PC, but it's
always nasty looking, so I recommend renaming it to something
more logical ( SpellE>Pauls_PC or whatever). After Setup
is complete, you can provide a better description of the
PC too (like Paul's desktop computer or whatever).
In XP Pro, the Administrator password is optional--that
is, you can leave it blank--but I strongly recommend that
you provide a good password here for security reasons.
XP Home doesn't allow you enter an Administrator password,
as this account is more hidden on Home installs
for some reason. So you can only enter a machine name
in Home Edition.
Click Next to continue.
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14. Supply your date and time settings
Next, you can supply the date and time, which are auto-set
based on information in your BIOS, and the time zone,
which is irritatingly set to PST, which is where Microsoft
is. Change these as appropriate.
Click Next to continue.
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15. Network setup
If you have a networking card or modem, Setup now installs
the networking components, which include the client for
Microsoft networks, File and Print Sharing, the Quality
of Service ( SpellE>QoS ) Packet Scheduler, and the TCP/IP
networking protocol by default.
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16. Choose networking settings
In this phase, you can choose to keep the default settings
(recommended) or enter custom settings. I recommend later
disabling SpellE>QoS but for now, it's generally best
to leave it as-is, unless you have specific needs dictated
by your ISP or network.
Note that XP doesn't include the legacy NetBEUI protocol
out of the box. If you want to use this protocol, you
will need to install it later from the XP CD-ROM.
Click Next to continue.
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Windows XP Professional only :
16b. Enter workgroup or domain information
In Windows XP Professional only, you will be able to select
a workgroup or domain name next. Home Edition doesn't
work with Windows domains, however, and Setup will automatically
supply the workgroup name MSHOME, which you can change
later. The default workgroup name in XP Pro is, imaginatively,
WORKGROUP. I recommend changing this; I use the workgroup
THURROTT at home, for example.
Click Next to continue.
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17. Setup completion
From this point on, Setup will continue to completion
without any further need for interaction, so this is a
good time to grab a drink or a snack.
Setup will now copy files, complete installation, install
your Start Menu items, register system components, save
settings, remove any temporary files needed by Setup,
and then reboot.
Again, you will probably see the "Press any key
to boot from CD" message on reboot. If this happens,
do not press a key, and your new XP install will boot
up. You can remove the XP Setup CD now.
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18. First boot
You'll be greeted by the XP splash screen on first boot
(this actually appears briefly when you rebooted into
GUI Setup as well).
The splash screens for XP Pro and Home are subtly different.
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19. Change display settings
Users with CRT monitors and some SpellE>LCDs (such as
laptops and flat panel displays) will see a Display Settings
dialog appear, which asks whether you'd like XP to automatically
set the resolution. This will generally change the resolution
from 800 x 600 to 1024 x 768 on a CRT monitor, or to the
native resolution of an LCD display.
Click OK and let XP change the resolution. Then, accept
the settings if the screen display changes and can be
read. If you can't see the display, it will time out after
30 seconds and return to the sub-optimal 800 x 600 resolution.
Click OK to accept the screen resolution change.
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:20. Welcome to Microsoft Windows
:Now, you are presented with XP's "Out of Box SpellE>Exerience
," or OOBE, which presents a silly wizard to guide
you through the final set up of your PC.
Click Next to continue.
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21. Network setup
In the opening OOBE phase, you are asked to set up your
network/Internet connection, which is required for activation
and registration. If you selected the default networking
configuration during Setup and know it will work (because
you're connected directly to a cable modem, perhaps, or
are on a local area network), then select Yes (the default).
Otherwise, you can select No and then Skip.
We'll assume that your network is up and running and
select Yes.
Click Next to continue.
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22. Optionally activate and register Windows
:If you selected Yes in the previous step, you are asked
if you'd like to activate Windows XP. This will tie your
copy of XP to the current PC semi-permanently, so be sure
this is what you want. Activation requires a connection
to the Internet, but you can perform this step later if
you want (and don't worry , XP will annoyingly remind
you of this fact every time you boot the machine until
you do so).
I recommend selecting No here, since you can activate
later easily enough. If you do select Yes, you are asked
whether you'd like to register the product. registration
is optional.
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23. Set up users
Now, you can set up the user names of the people who will be
using the PC. You will want at least one user (for you),
since you shouldn't be logging on as Administrator. Curiously,
each user you do create here has administrative privileges,
however, and no password (!). You should set up your users
correctly with passwords as soon as possible (see Post-installation
tasks, below, for details).
This phase lets you create up to five users. You can create
more later , or manage users, using the User Accounts tool
in Control Panel.
Click Finish when done creating users. At this point, OOBE ends
and you're reading to go. Click Finish again.
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24. Logon to Windows XP for the first time
With OOBE out of the way, you're presented with the XP Welcome
Screen for the first time. This will list all of the users
you created, along with lame, randomized images you can
change later (again, see below). When you click on a user
name, that account will logon and you'll be presented
with the XP desktop. After you create passwords, however,
you'll be asked to enter a password before you can logon.
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Post-installation tasks
Once Windows XP is installed, it's time to perform a few post-installation tasks:
1. Install any Device drivers you may have.
2. Test your hardware devices.
3. Set up your user accounts.
4. Customise your system furthe
5. Defrag your system drive.
6. Install and run your software.
7. Set up Automatic Updates.
Windows XP is now installed and configured.............................
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