For months during the Technical and Insider Preview stages of the Win10 version track, I noticed that some of my PCs would switch from Private to Public network status following sleep (tablets, mostly — both Surface and Dell Venue Pro 11 proved occasionally susceptible). The easy fix on my home network which lacks an Active Directory server is to launch the HomeGroup applet in Control Panel: this immediately informs me that the network is Public and must be reset to Private before HomeGroup access is available. On an AD network, machines that fall prey to this gotcha must instead be reset from Public to Domain, as explained in this excellent tutorial on the TenForums.com website “How to Set Network Location to be Public or Private in Windows 10.”
Once you get into the properties for your adapter (Ethernet or Wi-Fi in most cases), you should turn this setting On.
For those to whom the HomeGroup method is not applicable, the quickest method to regain access to proper network status is to dig into the Network and Internet silo in the Settings app in Windows 10. Once into that silo, pick Ethernet for wired PCs and Wi-Fi for wireless ones, then make sure the setting for “Find devices and content” is turned on, as shown for Ethernet in the preceding screen cap. This will automatically confer the proper network status for those who have administrative access to their PCs. Those who lack such access will have to get some help from their Help Desk or local administrator, to restore their PCs to normal (and expected) functionality.
Here’s hoping that MS will be able to finally find and fix this occasional glitch in some forthcoming update to Windows 10, preferably sooner rather than later. In the interim, the preceding approach will help users get back on the network (and back to work) with minimal muss and fuss. Please consult the afore-linked TenForums tutorial for alternate fixes based on registry hacks, local security policy, or PowerShell (all of which work for both HomeGroup and Domain situations with varying degrees of success; Domain Admins will also want to investigate edits to domain security policy as well).
There was a long period in my checkered career as someone who works with and writes about Windows, where I simply couldn’t get by without a high-end screen capture tool. For most of that period, in fact, TechSmith’s outstanding SnagIt was my tool of choice for such things. But when Microsoft added the Windows Snipping tool to Windows Vista back in January, 2007, my appetite for high-end, high-dollar screen capture programs started to abate.
Sure, there are things you can do with such tools that no simple screencap utility can match — such as the ability to capture entire Web pages to an image including what’s off the screen as well as what’s on it, the ability to time the “snapshot” so that users can mouse over to active objects and cause them to appear for inclusion in screen captures, not to mention tools for cropping, annotating, rotating, and working on the resulting image files.
I still keep SnagIt around, but was amused that I hadn’t renewed my license for it when I fired it up the other day. That’s because for most of my needs — static screencaps to enliven my blog posts, UI snapshots to explain systems and programs, bits and pieces of photos or artwork to add visual interest to my prose, and so forth — I don’t need the kinds of advanced features that a high-end screencap utility can deliver. And such capabilities come with certain costs, above and beyond the purchase precise and license renewals: such programs go into the startup lineup, run constantly in the background, take over global hotkeys for activation and use, and so on.
That’s why I was tickled to see a “Delay” option show up on the (miniscule) menu bar for Snipping Tool in the RTM version of Windows 10. It looks like this:
On the menu bar, Delay now appears between New and Cancel.
Though this new capability might not sound like much (and only offers delays from 0 to 5 seconds, in whole second increments), it provides the ability to request a screen shot, and then offers users time to mouse over to a program or Web page, open a menu or pull-down list or whatever, and capture that dynamically produced information for posterity. Here’s a snap that shows what I’m talking about, taken from the GoSquared Windows 10 marketshare graphs I wrote about in my previous blog:
What you can now do with Snipping Tool is set a delay, then go off to a program or Web page, and capture pop-up info, like the stats read from the Win10 tracking curve shown here.
This is a great little feature, often useful, and provides yet one more reason why I’m thinking about not renewing my SnagIt license, though I do really like the program. However, in a delicious irony, that thinking is countered by my observation that Snipping Tool adamantly refuses to make a snapshot of itself: I had to use my extended trial version of SnagIt to capture the first of the two screen shots that appear in this very blog post. LMAO!
[Note added 9/2/15 11:15 AM CDT] OK, so by researching my E-commerce folder in e-mail I was able to ascertain that I’d upgraded my license with 1 year extended support for SnagIt on 8/26/2015. Five days after the cutoff, I went to the TechSmith website and found myself still able to qualify for update pricing on the software ($25 for another year, plus $13 for another year’s worth of upgrade access). I went ahead and upgraded because the tool is too handy to have around but for those who don’t need its more advanced features (I do, sometimes) or who don’t need to take snapshots of the Snipping Tool itself (ha! ha!), SnagIt may be overkill, however great a tool it happens to be…
On August 26, 2015, MS made it known that the Windows 10 installed count had surpassed 75 million. A quick look at the calendar shows me that 8/26 is exactly four weeks after 7/29 (the day Windows 10 hit RTM status, and Build 10240 became available to non-Insiders). A fascinating article on Supersite for Windows entitled “Windows 10 Momentum” digs into these numbers, and also exposed me to a new and very different, UK-based source for online user population data named GoSquared.com.
GoSquared reports a very different fraction of Windows traffic from Win10 as compared to NetMarketShare.
Last week, I blogged about an earlier 67-million-installed figure from unofficial sources that apparently equated to a fraction under 1 percent of all desktops it monitored through its tens of thousands of sites. GoSquared, on the other hand, reports some very different statistics — namely, instantaneous readings that vary from a high of just over 20% on August 23 to a low of under 1% right out of the starting gate on July 28 (as far back as its data goes). I believe these numbers reflect the breakdown by Windows version (and the line graphs underneath the circular indicator shown above show the breakdown across Windows 7, 8, and 10 for the entire time line covered) at any given point in time graphed. What’s not clear to me is the size of the population that’s being monitored and how that population is composed. GoSquared is a subscription service which makes the population self-selecting (those willing to sign up and pay for its services).
What’s fascinating is the idea that if Windows 10 is indeed roughly 10% of the Windows population active on the Internet at the time the graph was generated, the total number of Windows users online falls under 1 billion. This makes more sense than the 17 billion figure I calculated last week, predicated on the assumption that all Windows users were online and that the number of online Win10 users scales smoothly into the overall number of Windows users across all versions. Alas, that’s not really the way that it works, because at any given moment we’re measuring only a fraction of the global population, excluding the approximately 1/3 of the globe that’s in its prime sleeping hours at that time. Assuming instead that we can measure a maximum of 2/3s of Windows users at any given moment, that raises the global Windows population to something in the neighborhood of 1.12 billion. But given the wide range of fluctuation in the Windows 10 numbers available by tracking the graph on GoSquared across the past week (which runs in a range from over 8 percent to under 15 percent of active users at the time of monitoring) we get a sense that the population is pretty fluid and changeable in size.
What I do like about these numbers is that they show a more realistic notion of what the overall population of Windows users might be, and put Windows 10 in a more realistic position vis-à-vis the other common versions in use (though XP and Vista are not on this radar). It remains very interesting to watch Windows 10’s explosive growth, and to see how that curve continues to climb. To me, that makes upcoming quarterly and yearly milestones equally interesting, especially as indicative of overall trends.
[Note added 9/1/2015 AM:]
When I checked NetMarketShare for Windows 10 yesterday, it was still reading under 1% (0.93, to be more precise). As of this morning, however, that figure has zoomed to 5.21%. This is much more in line with what I thought it should be, at about half of what GoSquared is reporting. I’m sure there’s a story in how those numbers could jump by 560% in one day, but I’m also pretty sure we’re not going to learn the no-doubt “oops!”-related details involved. Here’s the screencap:
What’s truly amazing about this 5.21% number is that Windows 10 achieved in 28 days what it took Windows 8.1 almost one year to achieve (the 8.1 number was 5.92% by the end of July 2014, about one year after the RTM date). At this rate (which obviously cannot be sustained for too much longer, though it will be interesting to see how long this run lasts), Win10 could conceivably surpass Win8.1 some time in early November! We’ll see…
I’ve been aware of Windows Hello (the ability to use biometrics for login authentication and other access controls) in Windows 10 since MS first started talking about it late in 2014. Intel’s RealSense cameras, which exploit built-in 3-D recognition capabilities, have gotten the lion’s share of attention in promoting what Windows Hello can do. They are also new devices, and unlikely to be supported on anything but the latest and greatest of laptops, notebooks, and tablets. That’s why I was intrigued to read recently that Hello also works with any fingerprint readers that Windows can recognize. As it turns out, this means even my three-to-four-year-old Lenovo laptops support the Hello login capability in Windows 10.
I didn’t realize I could use Windows Hello to login with a fingerprint reader until I reinstalled Lenovo’s Fingerprint software on those laptops.
Once the right software to link the device to the Windows login facility is in place — I proffer the afore-depicted instance for the Lenovo ThinkPad laptops as an illustration — Windows Hello will quite cheerfully work with even fairly old devices like those installed in my X220T and T520 ThinkPads (purchased on 3/2/2012). This will produce the Windows Hello response when logging into a Windows 10 machine using the fingerprint reader, and helps speed that process while providing tighter integration with the OS than was available in Windows 7 or 8 versions. Certainly, for those devices that already include fingerprint readers, it’s worth taking advantage of this facility.
Every now and then, I like to drop in on the market share stats at NetMarketShare.com to see what’s up in the desktop world as monitored via that company’s observations of the Internet. When I checked this yesterday, I saw that for the first time in the three years or so since Windows 8 versions made their debut, that a single Windows 8 version (8.1) has surpassed the installed base for Windows XP, at 13.09 and 11.74 percent respectively.
On 8/25, the baseline for XP finally gave way to Windows 8.1
I’m not sure where Windows 10 figures into all of this, but with that OS in RTM status for a month now, and over 67 million installations leaked to Windows Central on 7/31, it still doesn’t show up on the NetMarketShare pie chart as a separate entry. The 8/26 readout shows Windows 10 at a mere 0.39% of respondents, so if all of the 67 million were on the Internet today, that puts the total PC population at 17 billion or thereabouts — a patently absurd figure, given that Internet World Stats puts the total number of Internet users worldwide at just over 3 billion.
It’s going to be interesting to watch Windows 10 emerge from the lowest ranks by market share, and begin to make its way up that ladder. I predict it will catch up with and pass Windows 8 versions much more quickly than they have come up that same path, but we’ll just have to wait and see how those numbers play out. I do have to question the leaked numbers reported in Windows Central, though, simply because the actual counts appear to be much lower as a fraction of the overall active user population measured through NetMarketShare. It’s also fascinating that the leading desktop, Windows 7, is now two full generations back from the current OS version, now out of mainstream support but with four-and-a-half years still to go on extended support (see the MS Lifecycle Fact Sheet for details).
In my recent efforts to upgrade and/or clean install Windows 10 on a whole passel of PCs lately — a topic to which all 6 of my previous blog posts here have been devoted, starting on 8/10 — I’ve been faced with checking device drivers for all of those machines post-install to see what’s what, and what’s either missing or out-of-date. In general, the news about Windows 10 and device drivers is very, very good. My small sample population includes 8 PCs, to wit:
1. Production PC: i7 2600K Sandy Bridge, GA Z77X-UD3H Mobo, 32 GB RAM, Samsung 840 EVO SSD boot/sys
2. Test desktop: i7 4770K Haswell, MSI Z87-G45 Mobo, 32 GB RAM, Samsung 840 EVO SSD boot/sys
3. Boss PC: i7 3630QM Ivy Bridge, Jetway JNF9G-QM77 Mobo, 16 GB RAM, Samsung 840 EVO SSD boot/sys
4. Dell Venue 11 Pro: i5-4210Y Haswell ULT, 8 GM RAM, LiteOn LJT-256L6G M.2 SSD boot/sys
5. Lenovo T520: i7 2640M Sandy Bridge, 4239CTO, 16 GB RAM, Plextor PX-256M5M SSD boot/sys
6. Lenovo X220 Tablet: i7 2640M Sandy Bridge, 4294CTO, 16 GB RAM, Plextor PX-256M5M SSD boot/sys
7. Surface Pro 3: i7-4560OU Haswell ULT, 8 GM RAM, Samsung MSMTE256 SSD boot/sys
8. Dell XPS-27 AIO: i7 4770S Haswell, 16 GB RAM, Samsung 840 EVO SSD boot/sys
A typical result after using DriverUpdate to update and/or check over Win10 drivers.
The same PC shows no out of date drivers in the other program, and the false positive shown is resistant to all update attempts.
I’ve been running systems 2 and 4 on Windows 10 since the Technical Previews available in October 2014. All systems are now running Windows 10 in at least one boot partition (Build 10240 on all machines except 2 and 4, which are running 10525 Pro and 10525 Enterprise, respectively). In my entire experience of running Windows 10 on these PCs, only 7 drivers have either not been recognized or out-of-date — that is, I’ve seen 2 question mark icons in Device Manager, and have successfully updated 5 other drivers as well, primarily for Nvidia related graphics and audio devices.
Having been contacted about three weeks ago by the folks at Slimware Utilities, I also used the upgrade to Windows 10 to compare the accuracy and efficacy of eSupport’s DriverAgent to Slimware’s DriverUpdate. Each of these two products now runs as a standalone PC program on a host system, and checks what it finds installed on each such system against its database to determine what’s out-of-date and in need of replacement. Both programs live up to their descriptions as providing (mostly) automated support for downloading and installing drivers, though I believe that Slimware DriverUpdate holds a slight edge over eSupport DriverAgent in its ability to manage the driver update process and to achieve the best overall results.
My basis for making this statement is as follows:
1. On the 8 machines aforementioned, DriverAgent was able to update all but two drivers (both related to the Intel Management Engine Interface and/or Active Management Technology), while DriverUpdate handled all drivers except one (the Serial Over LAN, or SOL, driver on the Dell VP11). However, in numerous cases (5 to be precise), DriverAgent’s automated install reported driver update failure, after which I used the downloaded files to extract those drivers and installed them manually using Device Manager myself. In every case where DriverUpdate completed the driver install process, it did so automatically with no manual intervention required on my part. I’m not sure if its SOL failure was a true failure, or if I lost patience after the 10 minutes the program ground away at attempted installation, and short-circuited that process (more on this in the final remarks below).
2. On 5 of the 8 machines, DriverAgent reports anywhere from 1 to 4 “false positives,” by which I mean it reports drivers as out-of-date and provides update files whose application (either automatic or manual) does NOT update the reported driver. DriverUpdate has yet to report a false positive in my repeated uses of that product (I’ve been using DriverAgent for 5 years or more, but am just getting to know DriverUpdate, so I’m not sure if this is a valid observation, or simply a function of a narrow observation period).
3. Both products come on a yearly license basis, and each one costs about $30 for a single PC license ($29.95 for DriverAgent, $29.97 for DriverUpdate). A single DriverAgent license is good for up to 10 PCs, while the license for DriverUpdate is limited to up to three PCs (I couldn’t find this on the pages at www.driverupdate.net, but got this info from marketing and tech support staff at Slimutilities). Volume licenses are available for each product, in varying number (I currently pay $65 a year for a 50 PC license for DriverAgent, and have been using a “loaner license” from Slimware provided for the purposes of testing and observation).
Given the licensing terms for the two products, people who manage drivers for more than three and up to ten PCs will be best-served by the DriverAgent product, simply because of its more liberal terms of coverage. Those looking for the best, most accurate driver management product between these two contenders will be best served by DriverUpdate, especially those with one to three PCs to manage. I found both of them entirely suitable for managing drivers on Windows 8.1 and 10 PCs, and have used DriverAgent since the Windows Vista days with Vista, 7, 8, 8.1, and 10 all with great satisfaction and success.
As for DriverUpdate, I have some nits to pick with the program, about which readers should be aware before plunking down any cash for the software:
1. When I first started testing DriverUpdate, after the program started up, it ran for some time (anywhere from just under two minutes on my faster PCs to as long as over four minutes on my slower ones) before providing any indication that it was working: no screen pop-up, no progress bar, nothing. I’d already suggested to Slimware that more activity feedback would be of interest to users (I had to launch Task Manager to see that the application was running and in fact doing something rather than hung). And in fact, their latest release (which I obtained by download on August 21, identified in file properties as version 18.104.22.168) does come up much faster (under a minute on all machines) but I’d still like to see an immediately “it’s working” pop-up as part of the program’s launch behavior.
2. When the installation processes get underway, items are tackled in the order listed (explained on the basis of driver dependencies among the items shown). It can take several minutes for certain individual items to work their way to completion. That said, DriverUpdate shows considerable facility in scripting third-party installers (like those from Intel, Synaptics, Nvidia, and so forth) to run under its control, and to result in successful driver installation. By contrast, though DriverAgent uses many of the same installers, its success rate was not as high (as indicated by my earlier mention of more manual follow-up required). I gave up on the SOL installer after 10 minutes of watching it grind away, and was able to manually install that driver in under 30 seconds (of course, I knew what I was looking for, where to find it, and how to install it, so that may be either unkind to Slimware or unfair to less experienced users).
3. Unlike DriverAgent, which always makes a complete list of devices and associated drivers on the PCs it scans readily available (and even provides pointers to alternative drivers for such devices, in many instances), DriverUpdate doesn’t appear to provide such information beyond a basic set of counts ((x) Out of date drivers, (y) Ignored driver updates, (z) Up to date drivers, (k) System drivers). Thus it doesn’t provide some of the clues to missing drivers that DriverAgent does, which repeats the Question mark and Warning flag icons also shown in Device driver in its listings to warn users about potential problem or missing drivers.
Ultimately, though, DriverUpdate appears to be a well-engineered program driven by a large and accurate database of hardware and vendor IDs (used to identify devices, according to technical staff I questioned on their methods) and inclusive of extensive input and feedback from a large and active user community that provides input and feedback on the program’s operation and the accuracy and validity of its results. It’s worth checking out and getting to know and a genuine alternative to my long-time stalware go-to DriverAgent tool as well.
[Note: Changes and corrections made late Monday afternoon, 8/24/15, after a phone call and e-mail from Slimutilities.]
Whew! I’m pleased and relieved to report that my big upgrade push is over now, with all 8 PCs successfully upgraded to Windows 10 in at least one boot-up partition (a couple of my test machines still boot 8.1 so I can continue to test in that environment for a while). I was concerned about losing access to my production PC so held that one until last, but it turned out to be totally ho-hum and routine, much like the upgrade I reported on yesterday for my wife’s mini-ITX PC.
A ho-hum, no fuss upgrade is a great way to conclude the upgrade-a-thon here at Chez Tittel.
Because of all the applications installed on my production machine, though, I’m still cleaning up some of the aftermath. Here’s what I’ve dealt with so far:
1. As with my other systems, I had to uninstall Start8, then install Start10 to maintain menu control and consistency. The program is totally worth the $5 it costs.
2. 8GadgetPack recognizes it’s been trampled by a new OS and automatically self-repairs after the first boot-up for Win10.
3. Upon launching Outlook for the first time after the upgrade, MS Office 2013 had to reinstall itself. Though I could receive Outlook messages immediately thereafter, I couldn’t send any outbound. A quick Google search informed me that running sfc /scannow would take care of that problem, and it did the trick.
4. The usual post-install cleanup, preceded by a full image backup, removed a 21 GB windows.old file from my system. CCleaner took care of all of this for me, much faster than the built-in Disk Cleanup program could have.
5. There have been several sizable update roll-ups for Windows 10 pushed out since the RTM was released at the end of July. Be sure to apply those updates to new systems sooner rather than later for much-needed stability and security improvements they deliver.
My next project will be to extract keys from the upgraded systems and perform selective clean installs. I can’t seem to find a /source (Windows image or running installation) that will work for DISM on my production PC and running dism /online /cleanup-image /restorehealth doesn’t conclude successfully on my production PC. At some point, I’m going to have to gird my loins and perform a clean install of the new OS on that PC, in search of a more perfect (or repairable) runtime image. Here’s what SIW Pro reports for Windows key information on my production PC (actual key values are blanked out for security reasons):
Resource Type Key Microsoft Windows NT CurrentVersion DefaultProductKey2 XXXXX-XXXXX-XXXXX-XXXXX-XXXXX Windows 10 Pro XXXXX-XXXXX-XXXXX-XXXXX-XXXXX Windows Default Product Key XXXXX-XXXXX-XXXXX-XXXXX-XXXXX Windows PID XXXXX-XXXXX-XXXXX-XXXXX Windows Product Key Windows 10 Pro x64 (Professional) XXXXX-XXXXX-XXXXX-XXXXX-XXXXX
As far as I can tell, there isn’t any carryover of Windows 8.1 keys into the upgrade environment inside the OS itself. Presumably, MS *is* tracking this information back at HQ when it grants the upgraded OS permission to proceed, based on reading the value of the key in the OS being upgraded. But this key data is much cleaner than what I found stored on Windows 8.1 PCs that had been upgraded from 7 to 8, from 8 to 8.1, and then had the subsequent Update (a pseudo-SP, if ever there was one) applied.
[Note added 1:27 PM 8/20/2015 CDT -06:00 UCT]Based on feedback from one reader of the preceding material, I must add a summary section that explains that my overall experiences with Windows 10 have been quite positive, starting all the way back with the first technical preview edition I installed last October or November, all the way through the present day. I installed at least one dozen different builds on two test machines — a high-end i7 desktop with 32 GB RAM and similar accoutrement, and an i5 convertible tablet with 8 GB RAM — and have now upgraded 8 different PCs (3 desktops, 4 laptops (of which, two conventional, and two tablet-based), and an all-in-one) from Windows 8.1 to Windows 10. Though reading through my previous 7 blogs will cover the troubles I encountered along the way, at least some of them were of my own doing and by no means Microsoft’s fault in any way. Thanks to download tools, good advice, and great technical support along the way, I survived the process and managed to get all machines upgraded and working properly.
I think Windows 10 is a great OS, and offers the best device driver support I’ve ever seen from Microsoft for any OS. For the first time, ever, I came through a long series of upgrades and clean installs with less than a handful (3 to be exact) of device drivers that the OS didn’t recognize and install correctly on its own. On 7 of my 8 machines, in fact, DriverAgent and DriverUpdate found all drivers to be correct and up-to-date after Windows 10 took over those systems. I’ve NEVER had a post-install experience like that from MS ever, not even with Windows 8 or 8.1, both of which were already pretty good in that department.
Yesterday afternoon, I sat down in front of my wife’s PC — a mini-ITX box with a mobile Haswell i7, 16 GB RAM, … — and fired off my next-to-final Windows 10 upgrade. But first, I performed a series of preparatory tasks, in case that upgrade didn’t produce either an upgraded system, or a working system of any kind. I’ve seen things turn out both ways often enough that I’d rather take the time to cover myself against the latter possibility than have to fix the aftermath without benefit of a restorable backup, which is why these tasks fall under the heading of “CYA” (which can be politely decoded as “cover your assets”). Here’s that list:
1. Apply all pending Windows 8.1 updates, clean up unneeded trash and obsolete files on the hard disks, run CCleaner, inspect drives with WinDirStat, clean out the C:\Windows\SoftwareDistribution\Download folder (where Windows Update keeps installed update files and folders), run sfc /scannow and dism /online /cleanup-image /restorehealth at the command line (nothing to repair found, thank goodness), and reboot.
2. Perform a System image backup using the facility built into the File History widget in Control Panel to an external USB attached drive (first, however, I had to disconnect the folders on that drive from the Pictures item in Libraries, because linking shares from such a drive into a Library disables its use for File History or backup purposes, as I discovered when researching why those tools refused to “see” that drive).
3. Use the “Create a recovery drive” in the Recovery widget in Control Panel to build a recovery drive for the target system on a UFD, to make sure it could be rebooted and repaired or restored even if the boot/sys drive were to go south — as it has done for me twice so far, out of the 7 PCs I’ve upgraded over the past 10 days or so.
All in all, those tasks took me the better part of 75 minutes to complete. Now comfortable that I could deal with any curveballs that the process might toss my way, I fired off the upgrade to Win10 through Windows Update. Recently, that machine has been popping up nag screens since our return from vacation on August 7 exhorting its users to install the upgrade, as shown in this screen capture from Reliability Monitor with its three warnings about “Failed Windows Update” for Upgrade to Windows 10 Pro yesterday, for example:
At least, Windows Update doesn’t force users to upgrade — it only nags them to do so!
I’m delighted to report that the upgrade worked as it should, and took less than 30 minutes to complete from start to finish. I confess to feeling a bit of anxiety as the install process approached the 25% mark at which both of my Lenovo laptops came up with badly damaged boot/sys drives, and a thrill of exhilaration as the process ticked past that milestone, and worked its way to a successful conclusion. Because I promised “the Boss” she wouldn’t notice much of a change from Win8.1 to Win10, I immediately installed Stardock’s Start10 menuing system after the upgrade was complete, and took another backup snapshot so as to be able to return to a post-install pristine state should that prove necessary. Next, a quick jump back into CCleaner recovered ~21 GB from the prior installation in the Windows.old and Windows.~BT folders. A quick scan with DriverAgent showed no unknown devices and all drivers on the PC up-to-date. “All in all, a highly successful and very clean upgrade,” I found myself thinking: “Woo hoo!”
About forty minutes later when the Boss sat down at her machine, she called me upstairs to ask why her browser didn’t come up with the usual defaults. She’s habituated to IE 11 and Win10 invokes Edge by default, and I hadn’t warned her about that. After promising to figure out how to change those defaults in Edge (I hadn’t bothered to learn that yet, but it’s as easy as clicking the ellipsis symbol at the far right, then digging into Settings), and installing a launch icon for IE on her task bar, she was up and running without too much indication that her desktop was running a new OS. And that, my readers and friends, is how an upgrade SHOULD be.
One more thing: I tried to remote into her machine this morning to check some stats and data there. I was unable to get in, because the upgrade didn’t include re-admitting the newly-hatched Win10 PC into the local Homegroup here at Chez Tittel. One quick password later, and all was once again good. I’ve noticed that various settings do not survive the upgrade, particularly when some kind of authentication is required to make them in the first place. There are always a few miscellaneous clean-up/restore operations like this that occur after an OS upgrade, so I’ll be keeping track in the days ahead to see what else pops up.
OK, I think I’ve got it figured out. If your PC started on Windows 7 and was then upgraded to Windows 8 (and 8.1 and the Update), it will probably be beneficial to take a step back (or forward) into a clean Windows 8.1 installation to properly prep your machine for the upgrade to Windows 10. I confirmed the following items for myself today on both of my remaining “problem PCs” (both were laptops that started out with Windows 7 pre-installed by Lenovo before they were shipped to me, and both had been upgraded to Windows 8 and 8.1 after that):
- Plucking keys from an existing 8.1 install provides the necessary permission to perform a clean install of the OS on the PC, even if that PC was only upgraded from its predecessor OS. The line labeled “Microsoft Windows NT Currentversion Win8” in SIW Pro turned out to be the key that worked for me for those machines, when I performed those installs (for each machine, it may actually have been the Windows 8 key that preceded the 8.1 and Update installs).
- Both had 128 GB OCZ SATA SDDs that had been the system and boot drive before I performed the clean install of 8.1, but I turned to a newer, faster, and bigger Plextor PX-256M5M mSATA for those duties on the clean re-install. [Note: those drives had already been installed on these PCs for some time, but I had never performed a clean install or cloned the original OCZ drives onto their Plextor companions.]
- The media builder for Windows 8.1 lives on a web page whose URL ends with “Windows-8/create-reset-refresh-media.” It worked like a charm, and enabled me to wipe the SSDs, and convert the old sys/boot drive to a data drive only, and create a default disk layout on the Plextor with a 300 MB Recovery partition at the head, followed by a 100 MB EFI System Partition, a 237.5 GB NTFS partition with the Boot, Page File, Crash Dump, and Primary Partition attributes. Windows 10 added a 460 MB Recovery Partition at the end of that structure during the upgrade install.
- After installing Windows 8.1, Windows Update asked me if I’d like to upgrade to Windows 10 immediately after the first login to the re-installed system. After I answered that query in the affirmative, I waited to see what would happen. At first, the PC sat and did nothing for a couple of minutes, but then it began downloading the files for the upgrade. Once that download was complete, it launched into the Windows 10 install process, and completed that installation. Gone was the delay for the 120 Updates that I’d found myself applying during my earlier rebuild attempts. Looks like Microsoft has made it possible to skip that busy work, but you must leave Windows Update alone and wait for the Win10 Upgrade download to complete. My earlier error, apparently, was to select the “Show other available upgrades” and wander away from the shortcut that MS makes available, if you have the patience to wait for it to get to work. Also gone were the earlier problems that caused the second boot in the upgrade install process to fail with a missing OS or unavailable boot drive error (the former bit me on the T520, while the latter gnawed my ankles on the X220 Tablet). It looks like the reformatting of the boot drive — or the selection of a different boot/sys device — forestalled that icky problem, which required wiping the affected boot/sys drive, and reapplying a system image, to correct.
I still had to rebuild my desktop environment to restore all of my applications and utilities to the Windows 10 environment. But it looks like I finally got the upgrade process to behave, essentially by figuring out how to go from a clean install of 8.1 directly into an upgrade to 10. Figuring things out took longer than anything else, and involved substantial trial and error on my part. Hopefully, my readers can benefit indirectly from the time and effort involved, and save themselves potential grief by avoiding the potential pitfalls that threatened to swallow me whole, and sucked substantial time and effort out of me before I tore myself loose. Live and learn, my friends, live and learn!
I’ve got two machines left to upgrade now, and then I’ll be done: my personal production desktop, and my wife’s everyday PC. If the straight-up upgrade fails, hers will be a piece of cake to rebuild after the clean-8.1 –> Win10 upgrade sequence I’ve described here is complete. Secunia PSI reports only 28 applications installed on that machine. Mine, however, is another beast entirely: Secunia PSI reports 87 applications installed, and I know I’ve got at 40 or more other tools on that machine that PSI doesn’t monitor at all. My disk layout appears to reflect a clean 8.1 install already in place, but with Windows, you never know what’s going to happen until you try, after which you can only hope you will interpret the results correctly. My total so far for Windows 10 clean installs is 6, all of which were totally successful; my total so far for Windows 10 upgrade installs is 9, of which 5 were failures and 4 successes (but 3 failures were on the same laptop that got me started on this whole adventure in the first place, the Lenovo X220 Tablet).
If you did a headcount of PCs here at Chez Tittel, you’d find only 8 of them. “So how is it that Ed has made 10 attempts?” you might be tempted to ask. The old saying: “If at first you don’t succeed,…” provides the answer, and also finally gives me some good advice to dispense for achieving a successful upgrade on one’s machines. At long last, a pattern has started to emerge, which suggests a time-consuming, but viable approach to getting problem machines to upgrade. The sanity of this approach remains open to question, but I have confirmed for myself that it works.
Here’s the deal: all of the machines on which I’ve had trouble performing an upgrade install have been upgraded from 7 to 8 and then from 8 to 10. My online reading and research shows me that the disk layout has changed over time, and that the recovery partition has added 150 MB (from 300 to 45o MB) as the OS has further matured. The only machines I’ve had problems with — and in each case, the symptoms have been the same, namely: the OS goes missing during the first reboot during the actual OS installation process (this is the second reboot in the overall sequence) at the 25% complete mark on the circular progress market — were those that did not get a clean install of Windows 8 after having been upgraded from Windows 7. All machines that came with Windows 8 pre-installed had no problems, and all machines that got clean installs of Windows 8 (and for the moment, that nomenclature encompasses both the original Windows 8 release and the 8.1 version that followed about a year later).
My advice in tackling the upgrade process therefore becomes: if your PC was upgraded from 7 to 8 and carries the old default disk layout with it(see the following figure for an example, taken from my wife’s PC which was upgraded from 7 to 8 a few years back) you would be well-advised to capture the OS key information, and then to perform a clean install of Windows 8.1 on that machine that includes wiping the drive and allowing the Windows 8.1 installer to create its normal default disk structure. You can wait to reinstall applications and so forth after applying all updates (120 as of my last count yesterday), and then performing the Windows 10 upgrade (use the Windows 10 Download Tool to avoid having to wait for an “upgrade slot” from Windows Update). This appears to work more or less flawlessly, so long as you’re willing to expend the time involved. In my case, this process takes about 4 hours per machine, but doesn’t require your undivided attention throughout (you can easily handle multiple systems at the same time, or also do other work while the PCs being upgraded grind through the many steps involved).
The layout that indicates a 7–>8 upgrade shows a 300 MB recovery partition at the head of the drive, and another 350 MB recovery partition at its tail.
The native Windows 10 layout starts with a 450 MB recovery partition, followed by a 100 MB EFI partition, and concludes with a “rest-of-drive” OS partition.
Assuming that you might want to follow my advice, here are some links to tools that will help you implement it:
1. Create installation media for Windows 8.1 (MS resource): use this if you don’t have a copy of Windows 8.1 to install at your immediate disposal.
2. Magical Jelly Bean Keyfinder: the free version will do the job nicely to extract your Windows 8.1 key. Warning! Most anti-malware packages, including Windows Defender, will block this tool as a form of malware. You’ll need to create an exception to its normal detection and blockage to use this tool. Use this to extract your Windows 8.1 key so you can enter it following a clean (re)installation of Windows 8.1. [Note: I myself use Gabe Topala’s excellent SIW Pro tool to extract Windows OS and other keys from my systems, but that tool isn’t free; lots of other tools are available to grab and store Windows OS and other keys: if you already have one at your disposal you don’t need to grab Keyfinder to enact this step of the process, but enact it you must.]
3. Once you’ve got a clean Windows 8.1 install at your disposal, you must apply all updates to that image before you’ll be allowed to perform the Windows 10 upgrade. This is the most time consuming step of the process, and will take anywhere from half an hour and up, depending on the speed of your Internet connection.
4. Use the Windows 10 media creation tool available from the Download Windows 10 page (MS resource) to build yourself a Windows 10 UFD from which to run your upgrade install from a clean version of Windows 8.1 to Windows 10.
Here’s the real deal on deciding what to do for your systems: it all depends on what value you put on your own time. If your time is worth more than $50 an hour to you, then you’ll be better off buying a $200 license to Windows 10 Pro and doing a clean install with a brand-new valid key. If your time is worth less than that, you’ll be better off doing the clean-install of Windows 8.1 to upgrade to Windows 10. Even so, I’m still inclined to follow that up with key extraction, and a clean install of Windows 10 on upgraded systems, just to make doubly darn sure to avoid further repetition of that pesky “OS is missing” error message when the NEXT big upgrade comes along! OTOH, it may be worth working with low-level disk management tools (such as Paragon’s excellent Hard Disk Manager 15 Professional) to see if some low-level disk manipulation might make these shenanigans unnecessary. I’m going to ask them, and see what they have to say on this subject…