As of this morning, only nine days remain for the free MS upgrade offer to convert Windows 7 or 8.1 devices into Windows 10. I’d been holding out on a Windows 8.1 installation on one of my test machines until yesterday. But I decided to go ahead and exercise the offer, to preserve the value of its 8.1 license. The process took some time but went quite well — better than I expected, as I’ll explain. Let me walk you through the process for my 11th hour Win8.1 upgrade.
Prepping for an 11th hour Win8.1 Upgrade
I wanted to preserve a Windows 8.1 runtime environment should I ever need to stand it up again. Thus I first updated and cleaned-up the installation to get things underway. This meant applying all updates, updating drivers, and running Secunia PSI to make all applications current. Next, I ran CCleaner to clean up the boot/system drive. Then I captured two kinds of backups. First, I used the Sysinternals Disk2VHD utility to create a VM version of my 8.1 environment. Second, I captured a system image backup using the backup utility from File History in Control Panel. The former will let me run 8.1 as a virtual machine. The latter will let me perform a bare-metal restore to bring the old OS back up on my test machine.
Performing the 11th hour Win 8.1 Upgrade
Click Upgrade Now to download and run the Windows 10 Upgrade advisor, which checks your machine for compatibility, then launches the upgrade installer.
Because I had also installed the GWX Control Panel on that Windows 8.1 install, I couldn’t use Windows Update to fire off the upgrade process. I could have uninstalled that program, and taken that route. Instead, I chose to visit the Get Windows 10 page and use the Windows 10 Upgrade Advisor. It’s downloaded to your PC when you click the “Upgrade now” button. You can also use the Windows 10 Media Creation tool available on that same page. It will download an ISO image of the Win10 install, and build a bootable DVD or UFD from which to perform a clean install, if you like.
The installation process started with a review of the test machine’s hardware and software. I’d already upgraded that same image to the Windows 10 Technical Preview (now known as the Insider Preview) months earlier. That’s why I knew it would breeze through that process. Then the actual installation got underway. The whole thing took less than half an hour to complete. I’m now running Windows 10 Version 1511 (OS Build 10586.494) on the same drive where 8.1 ran yesterday.
A Nice Surprise from my 11th Hour Win8.1 Upgrade
I was a little concerned about this upgrade. That’s because it’s on a dual-boot machine that’s also running the current Technical Preview on another SSD. I actually took the time out to build a Recovery Drive on an external USB-attached hard disk. I figured I could use it for boot repair, just in case the install process munged the dual boot set up. When the installer booted directly into the new image during its reboot phases, I wondered if a boot rebuild would be needed. But as soon as the new OS upgrade install completed, the OS selection option reappeared during initial boot. The previous Windows 8.1 entry was changed to Windows 10. I’d already used EasyBCD to re-label other boot image as “Windows 10 TP” so I could tell them apart. This was a pleasant and welcome surprise indeed.
Furthermore, Windows 10 installation seems to have improved over the initial versions of 1511. I can remember having to find and re-install the Killer NIC driver on that machine, because Windows 10 didn’t recognize that device. I also had to clean up other driver issues. Most notably, this included duplicate installs (perhaps based on install failures during the upgrade process) of the same drivers on that machine. This time, Windows 10 got all the drivers right on the first try. This improves on my experience in performing hundreds of Windows 10 installations over the past couple of years.
Pushing My Luck to Its Limit
As it turns out, I could have waited longer to perform this last-minute upgrade. It worked like a charm and took only a short while to complete. Nevertheless, I’m glad to have it behind me now, along with a new production install of the Windows 10 OS on that test machine. I’m also glad my 11th hour Win8.1 upgrade to Win10 was an unqualified success!
I’ve been watching the Windows 10 growth curve for some time now. That’s kept me wondering if the company could make its self-assigned deadline of 1 B (one billion) Win10 devices before the close of fiscal year 2018 (FY18). Based purely on numbers reported to date, Windows 10 adoption rates must stay at 27-30 million new adoptions per month to hit that mark. Now, ZDNet Windows mavens Ed Bott and Mary Jo Foley indicate it ain’t gonna happen. While the mark may still be hit, timing for the Windows 10 1B milestone recedes into the future.
What Ed Bott/MJF Learned About the Windows 10 1B Milestone
In a recent blog post Bott observes that his thumbs-up assessment of Terry Myerson’s original projection factored in 50M Windows 10 handsets per year. (See ZDNet, “After One Year, 10 Lessons Learned for Windows 10,” 7/15/2016.) Upgrades to existing Windows 10 handsets encompassed 200M Windows-based phones in the 1B number. The rest of the 800M came from less mobile devices such as desktops, tablets, notebooks, and the like. But Windows Phone is now more or less out of the picture. Likewise, upgrades for existing phones range from problematic to impossible. Thus, that forcibly extends the timeframe to make up for now-missing elements.
As evidence, Bott cites a quote that Mary Jo Foley elicited from MS Senior VP Yusuf Mehdi. He says “…due to the focusing of our phone hardware business, it will take longer than FY18 for us to reach our goal of 1 billion monthly active devices.” If my calculations are correct, monthly addition of 23 million new “active users” dates the 1B milestone at December 2018. I don’t think that’s a realistic or sustainable rate. My guess is that monthly new adoptions could fall in the 15-17M range once the free upgrade expires. At those run rates, the milestone won’t come until mid to late 2019. I’d wondered if this was a realistic goal, and am glad to see MS not just recognize reality, but actually acknowledge the facts.
MS has just released a Forrester Consulting report on the Total Economic Impact of Windows 10. Jason Leznek describes it in detail in a Customer Stories blog post. The results offer compelling Win10 upgrade ammo:
Forrester finds that Windows 10 is quicker to deploy,consumes fewer IT resources, offers a 13 month payback, and is more secure.
Forrester interviewed four early-adopter enterprise organizations in depth to gather its data. Interviewees included a government health department, a global IT services firm, a professional auto racing team, and a multinational food and beverage conglomerate.
Gimme Some Win10 Upgrade Ammo, Already!
Here are some highlights from that study:
- It takes less IT admin time and effort to install, manage and support Win10. Win10 offers more user-friendly features and self-serve functions. One organization observed that deploying Windows 10 was up to 50% quicker than their previous OS upgrade. IT staff also spent 15% less management time on Windows 10.
- Advanced security features could produce significant savings on security remediation. Credential Guard and Device Guard, plus enhancements to BitLocker, boost Win10’s security profile. Using them means organizations can sidestep or reduce security events requiring remediation. According to Forrester, enabling security features in Windows 10 could save businesses as much as $700K per year.
- Improved productivity. Windows 10 delivers faster boot and shutdown times, easy access to corporate apps, improved security, and enhanced mobility tools. Combined, IT and users can complete work faster and more efficiently. Employees estimate they have 25% more time to get work done than with previous Windows OSes.
The Microsoft World Partner Conference (WPC) is underway right now in Toronto. Surprisingly, it’s proving to be a great source of Windows intelligence. Yesterday, the company announced that it will make Windows 10 Enterprise E3 available by subscription. Subscriptions will be available to business users through partners in its Cloud Solution Provider (CSP) program. The cost will be $7 per seat per month ($84 per year). By itself, this is a good deal for the OS. Better yet, it comes in the context of a managed service provider (MSP) offering. Thus, it also includes deployment, updates, and technical support. Win10 business subscriptions are indeed coming, but outside end-user/retail customer channels and needs.
This blurb comes from the Windows Insider blog post announcing the offering.
In the announcement’s words, this offering seeks to serve “…businesses who do not have dedicated IT resources or limited IT staff, and want their licensing and IT needs managed by a trusted and experienced partner.” This extends the menu of items that CSPs can offer to customers to what MS calls a “full IT stack.” That now includes Windows 10, Office 365, Dynamics Azure and CRM. All will come on a per-user/per-month basis from a single source. Businesses can even scale up or scale down the number of seats as their needs change.
Benefits of Win10 Business Subscriptions
In discussing the benefits of business subscriptions, MS specifically mentions certain”key features:”
- Increased security, thanks to enhanced capabilities to manage identity and sensitive data built into Windows 10.
- Simplified licensing and deployment: built-in auditing, license management, and compliance checks help keep OS and software use up-to-date, documented, and paid for. Business can even “move from Windows 10 Pro to Windows 10 Enterprise E3 without rebooting” per the announcement.
- Partner-managed IT: partners will provide device configuration and management. They can also help businesses develop device security and management strategies based on Windows 10’s security features. Businesses can check on subscriptions for Windows 10 and other MS cloud-based items online. MS also touts “easier management with one contract, one user account, one support contact, and one simplified bill.”
I believe this could be a huge deal for SMBs. In fact, it could very well provide some much-needed impetus to spur migration to the new OS. Thus, this offer could spur a changeover sooner and in greater numbers than the history for previous Windows versions suggests. That response could even eclipse the uptake of the two most popular prior Windows versions — namely, XP and Windows 7. Bravo, MS: Win10 business subscriptions could be a silver bullet of sorts!
When it comes to a clean Windows 10 install, it’s important to pick the proper low-level disk layout for your target system. For most modern systems this means building bootable UEFI media with GPT partitioning. While I’ve worked with Microsoft’s Windows Media Creation Tool many times, I’ve found Rufus better-suited to this job. This goes double when installing on systems that use GPT disk partitioning, usually in concert with UEFI. GPT stands for GUID Partition Table, and uses globally unique identifiers for qualifying devices. GPT supports more partitions and logical devices per physical device than the older Master Boot Record, or MBR, partitioning scheme. UEFI stands for Unified Extensible Firmware Interface. UEFI serves as a modern alternative boot environment for x86 devices (PCs, tablets, notebooks, etc.) commonly used on most machines built in 2011 or later.
Proper settings in Rufus for a GPT-based UEFI install.
Choosing the Right Settings When Building Bootable UEFI Media with Rufus
In working with Rufus this morning, I stumbled on a gotcha. If you look at the preceding screenshot, it seems natural to work your way through the interface from top to bottom. However, that’s not how Rufus actually works. When I selected my target ISO using the browse icon for “create a bootable disk…,” Rufus reset the partition scheme from GPT back to MBR. Thus, if you don’t review the window before clicking the Start button at the bottom the UFD gets formatted for MBR!
I discovered this when I built what I thought was a GPT UFD, then checked results in Rufus. To my surprise, it used an MBR scheme. Only after fooling around with the program and building another UFD did I see what happened. As it turns out, you must make a partition scheme selection after targeting an ISO. That’s how to apply the right partitioning scheme/target system type. Live and learn!
Although Windows 10 has been around since October 2014, and publicly available since July 29, 2015, it wasn’t until June 16, 2016, that this OS picked up support in Microsoft’s Advanced Group Policy Management facility, aka AGPM. New version AGPM 40SP3 supports Win10 all right, and brings the same features to Windows Admins that previous versions brought to Windows 8.1, 8, 7, and even Vista. But wait, there’s a catch: only customers with an active Software Assurance agreement with Microsoft can use this cool tool. That’s because AGPM is part of the Microsoft Desktop Optimization Pack (aka MDOP), and only customers who sign up for Software Assurance get access to MDOP and its warehouse of tools and consoles.
AGPM brings formal change control and workflow mechanisms to GPO creation and maintenance.
[Source: MS Step-by-Step Guide for AGPM 4.0]
If AGPM 40SP3 Supports Win10, What Else Can It Do?
Besides bringing Windows 10 under the AGPM umbrella, Service Pack 3 (SP3) for the tool also adds the following capabilities:
- Support for PowerShell cmdlets, as documented in the TechNet Library pages entitled Microsoft Desktop Optimization Pack Automation with Windows PowerShell. These include tools to add, get, lock, publish, remove, and unlock controlled GPOs to/from an APGM archive.
- Hotfix and update rollup: the service pack includes a rollup of all fixes to APGM up to and including APGM 4.0 SP2, along with fixes for any issues provided since the release of that prior service pack.
- APGM Client and Server may now be upgraded without having to re-enter configuration parameters. This is called a Smart Upgrade and can save time and effort (re-entry is called a Classic Upgrade). However, only some versions can handle the Smart Upgrade (4.0, 4.0 SP1, 4.0 SP2, and 4.0 SP3 to be specific; see the Table labeled AGPM 4.0 SP3 Supported Upgrades for details).
APGM also comes with a pretty hefty set of components, including .NET Framework 4.5.1, PowerShell 3.0, and the Global Policy Management Console (GPMC). If any of these components is missing, you can’t install APGM on Windows 10 (GPMC and .NET 3.5.1 must also be enabled as well). There’s a lot of great functionality for managing and maintaining Group Policy Objects in the APGM, though, so enterprises or organizations moving toward or using Windows 10 will want to investigate further. Those unfamiliar with the APGM will also want to consult its Step-by-Step Guide at TechNet.
I’m still running two older Lenovo laptops, both with i7 2640M CPUs that date back to 2011. I purchased those machines in early 2012 to work on a book about Windows 8, especially because the X220 Tablet was one of the few compatible touch displays available at the time that was also fairly affordable. However, these devices are old enough to lack built-in support for USB 3.0. I remedied that lack by purchasing a 2-port USB 3.0 PCIe card. But it poses an interesting conundrum: while Windows 10 sees devices plugged into the card perfectly, it seems that the PC’s built-in UEFI environment does not. I can only imagine that’s because Windows recognizes the PCIe device and loads an appropriate device driver, where the basic boot-up run-time either cannot or simply does not do likewise. That’s where the (or Not) comes from in the title for this blog: Win10 USB 3.0 Boot (or Not). I’ve also read about others encountering similar problems on other laptops and desktops over at TenForums.com (Asus, Gigabyte H67A-UD3H-B3 mobo, Lenovo, and more).
With USB 3.0, more leads means more speed.
[Source: Tom’s Hardware]
Why Does Win10 USB 3.0 Boot Ability Matter?
Why indeed? The answer, simply put, is “Speed.” USB 3.0 runs two to three times faster than USB 2.0, so booting up and/or installing an OS from a USB Flash Drive (UFD) is much faster with devices that support the newer USB version. I observed this at work when trying to reinstall the OS, but being unable to access a USB 3.0 flash drive in these computers’ F12 boot selection menu. In fact, those devices don’t appear at all on either of my Lenovo machines, though they work fine on newer PCs, hybrid laptops (Dell Venue Pro 11 7139), and tablets (Surface Pro 3), with USB 3.0 support baked into the UEFI.
There are a couple of take-aways from these observations:
- If your Windows responsibilities include care and feeding of older PCs or laptops, though they may be perfectly capable of running Windows 10, they may not be able to recognize or boot from USB 3.0 flash drives.
- That’s why it’s a good idea to keep some USB 2.0 flash drives around, and to use them to create bootable install environments for Windows 10. They will come in handy for repair and recovery scenarios, as well as should a clean reinstall of Windows 10 ever be called for on such older gear.
So remember, if you find yourself in a situation where Win10 USB 3.0 Boot media are not working, the next thing to try is their USB 2.0 counterpart. More often than not, that will solve your boot problems.
Commencing with Windows 10 Insider Preview build 14371 or later, the OS gains some potentially helpful activation capabilities. Users are permitted to link their Microsoft accounts (usually, e-mail addresses used to log into PCs and other Windows devices) to their digital licenses for the OS. These had been called “digital entitlements” until that release, issued when upgrading to Windows 10 from either Windows 7 or 8.1 during the free upgrade period that is about to expire on July 29, 2016. The latest versions include a facility that explains what’s involved in Reactivating Win10/Activation Troubleshooter that adds to Windows 10’s collection of troubleshooting tools.
Here’s what activation info used to look like in older Windows versions (including the Current Branch release, which is Version 1511 Build 10586.420 at the moment):
If you install Windows 10 using an actual key, this is what you see in the Current Branch.
If you upgraded to Windows 10 on a PC instead, this is what you see in the Current Branch.
For newer Windows releases (1607 or 1608 depending on how MS decides to version the upcoming Anniversary release), starting with Build 14371, the nomenclature changes from digital entitlement to digital license, and the Settings output for Update & Security/Activation looks like this instead:
If you upgraded to Windows 10, or obtained a license through the Insider Preview program, this is what you see in newer OS versions.
Invoking the Reactivating Win10/Activation Troubleshooter Facility
If you want to read all the details on this new approach to activation it’s covered in the Windows 10 Insider Hub on newer OS builds. [Note: the preceding link only works on Windows 10, which knows how to access and present Insider Hub information!] The high points consist of linking a digital license (aka entitlement) to a Microsoft Account (which you’ll sometimes see abbreviated as “MSA”), and then various discussions of scenarios under which a digital license might need to be reactivated. This means hardware changes to a Windows 10 PC, and brings access to the newly-minted Activation Troubleshooter into play:
Only when Win10 detects that activation has failed, does the Troubleshooter become available.
[Source: WinBeta “A Closer Look at the Windows 10 Activation Troubleshooter“]
As long as the digital license on the affected PC has been linked to a Microsoft Account prior to the hardware change that causes activation issues to occur, the Troubleshooter can be brought into play. This is how it gets triggered:
When you click the button labeled “I changed hardware…” this triggers the hardware change algorithms.
Next, you’ll be asked to login to your Microsoft Account, and pick the device you’ve updated hardware in under a selection labeled “This is the device I’m using right now,” and selecting “Activate.” This triggers a Reactivate Windows 10 dialog that may (or may not) permit you to restore activated status.
This tool has some limitations, including:
- The Troubleshooter works only for retail Windows licenses — namely, Windows 10 Home and Windows 10 Pro.
- The edition of Windows on the selected device must match the edition linked in the digital license.
- The type of device you’re activating must match the type of device already linked in the digital license.
- The Troubleshooter may be used only a limited number of times (not specified in the Insider Hub article).
The Activation Troubleshooter should make people’s lives easier when they upgrade hardware. Typically this kind of thing triggers when changing motherboards and/or CPUs. But its limitations and restrictions still remain largely unexplored. I’ve pitched one of my editors on writing an article that deliberately tests those limits, and hope to learn more by experimentation after August 2, when the Anniversary Update is currently scheduled to be released.
Tracking Windows 10 adoptions is an interesting proposition. That’s because the widespread Insider Program that launched in October 2014 preceded the official release date of July 29, 2015, by nine months. This makes calculating Windows 10 adoption growth something of a black art. I’ve been thinking about these numbers lately, though, and would like to present a future growth scenario that now has 10 months of post-release figures to draw on, as well as a good baseline from which to calculate month-over-month growth from August, 2015 through June, 2016.
My most current data point comes from the June 29 “Anniversary Update” Windows Experience blog post that announces its release date as August 2, 2016. It declares that “…over 350 million devices [are] now running Windows 10…” My starting data point, which I’ll use to calculate Windows 10’s recent month-over-month growth date comes from August 2015, from the same person (MS Corporate VP for the Windows and Devices Group Yusuf Mehdi) in a tweet quoted in Forbes. It states that “…more than 75 million devices [are] running Windows 10…”
From Windows 10 Adoption Growth to Month-over-Month Rates
That means over the past 10 months, the number has increased by 275 million. Thus, this translates into a monthly growth figure of 27.5 million Windows 10 users per month. With 650 million left to go to hit 1 billion, that means if the growth rate stays the same going forward, it will take almost 24 months to reach that number. This means Microsoft will hit its stated goal at the outside of the range of 2-3 years in which it wanted to reach that “magic number.”
The question now becomes: “Can Microsoft keep month-over-month growth at or over 27.5M once the free upgrade period ends?” To my way of thinking this comes down to three potential factors:
- How many users who didn’t exercise the free upgrade will turn around to buy an upgrade after July 29?
- How many licenses will Microsoft sell through its volume licensing programs into the business/enterprise, government, and higher education programs?
- How many licenses will OEMs buy to pre-install for sales of new desktops, laptops, and tablets?
Taken together, can these three numbers sustain the monthly “nut” of 27.5M or better? I don’t know but it will be interesting to find out!
Where Does Windows 10 Adoption Growth Stand Right Now?
In writing this story, I turned to one of my go-to resources for Windows 10 desktop share. This morning’s figures from NetMarketShare.com reflect status as of June 30, 2015, and paint the following picture:
As Windows 7 drops below majority, Windows 10 share continues to surge.
[Source:NetMarketShare.com/Desktop OS 7/1/16]
This pie chart shows that the Windows 7 slice continues to decrease, and has now dropped below 50% for the first time ever. At the same time, Windows 10’s share now almost matches the combined shares for XP, 8, and 8.1 (19.14% for Win10 vs. 20.24% for the other 3 combined). If 19.14% equates to roughly 350 million Windows 10 users, 49.05% equates to almost 897M Windows 7 users. If Windows 10 is to hit the goal of 1 B in 2018, converting roughly three-quarters of the Windows 7 installed base by that time would do the trick nicely. Maybe MS really can reach this goal: that doesn’t sound impossible to me!
Yesterday a news item hit the Windows blogs that simply offered this headline “Windows 10 Anniversary Update Available August 2,” with no additional content or explanation. This morning, that blog post was revealed in full. Given the timing it suggests that Windows 10 1608 will be the next release number. Here’s the initial statement from that item, which I found through the Microsoft News Center:
Does an August 2, 2016 release date mean the version will be 1608 instead of 1607? Only time will tell.
Why Windows 10 1608, not 1607?
As recently as last week, the version number associated with Insider Preview builds was 1607. However, given an announced release date in August I have to speculate (and believe) that the actual release will be labeled 1608 instead. That’s because version numbering for Windows 10 starts with the last two digits of the year (16) and month (08) in which it gets released.
The afore-cited blog post does more than announce the release date. It also recites the primary features and enhancements to the upcoming Anniversary Update including numerous security items, Windows Ink, a more pervasive Cortana (Windows 10’s digital assistant), Edge power efficiencies and extensions, gaming, and more. The “Set up School PCs” app designed to make Windows 10 setup easy for educators also receives mention.
And, as you would expect given Microsoft’s continued adherence to the expiration of the free upgrade from Windows 7 or 8.1 to Windows 10 on July 29, 2016, there are several mentions of that looming date or deadline in the blog post as well. Given that today is June 29, the deadline for the free update falls in exactly one month. Those who haven’t already exercised this option will want to do so in the next thirty days, even if only to capture a backup image for future use, followed immediately by a rollback to whichever older version of Windows you actually intend to keep on using for a while. That way, you can re-install that image later on to assert your rights to that free upgrade after the deadline has come and gone. Please don’t say I didn’t warn you…