Upgrade to Windows 10: A Guide from Windows 7 or 8
Upgrading to Windows 10: A Step-by-Step Guide
For those seeking to transition to Windows 10 without performing a fresh installation or reformatting their systems, a direct upgrade offers a convenient solution. This method avoids the complexities of data loss and extensive setup procedures.
Preparing for the Upgrade
While generally a streamlined experience, undertaking a Windows 10 upgrade benefits from some preliminary preparation. Having a guide readily available can ensure a smooth and successful transition.
It's advisable to back up your important files before beginning the upgrade process. This precautionary step safeguards your data against unforeseen issues that may arise during the installation.
Initiating the Upgrade Process
The upgrade to Windows 10 can typically be initiated through Windows Update. Accessing this feature allows you to check for the availability of the upgrade and begin the installation.
Follow the on-screen prompts carefully throughout the upgrade process. The system will guide you through the necessary steps, including accepting license agreements and configuring settings.
Post-Upgrade Considerations
After the upgrade is complete, it's important to verify that all your hardware and software are functioning correctly. Ensure that your drivers are up to date for optimal performance.
Take some time to familiarize yourself with the new features and interface of Windows 10. Exploring the operating system will help you maximize its capabilities and enhance your user experience.
Should you encounter any issues post-upgrade, consult the Microsoft support website or community forums for assistance. Resources are available to help resolve common problems and ensure a stable system.
The Advantages of an OS Upgrade
Although a fresh, clean OS installation has its merits, upgrading your existing operating system while preserving your applications, files, and directory organization offers distinct benefits.
Upgrades can occasionally present challenges, but they generally represent a more efficient and time-saving approach compared to a complete system wipe and subsequent restoration of files and applications.
Despite the relative simplicity of the upgrade process – assuming it proceeds without issue – preparatory steps and key decisions are crucial for a successful outcome.
Rather than simply directing users to download and execute the installer, this guide provides essential pre-upgrade advice and a detailed walkthrough of the procedure.
Related: A streamlined approach to performing a Clean Install of Windows 10 can be found in our dedicated article.
For those preferring a completely clean installation, refer to our guide: How to Clean Install Windows 10.
Preparing for the Upgrade Process
Essential Pre-Upgrade Steps
Before initiating the upgrade, several preparatory measures should be taken to ensure a smooth transition.
- Back Up Your Data: Creating a comprehensive backup of your important files is paramount.
- Check for Compatibility: Verify that your hardware and software are compatible with the new OS version.
- Free Up Disk Space: Ensure sufficient free space on your system drive for the upgrade files.
- Disable Antivirus Software: Temporarily disabling your antivirus program can prevent potential conflicts during installation.
These steps minimize the risk of data loss and potential installation errors.
Careful planning and preparation are key to a successful upgrade experience.
Making Important Choices
During the upgrade process, you may encounter choices regarding settings and features.
Consider your preferences and needs carefully when making these selections.
Options may include keeping personal files, preserving application settings, or opting for a custom installation.
Preparing for the Upgrade to Windows 10
A minimal set of prerequisites and recommended practices are required when transitioning from Windows 7 or 8 to Windows 10. Careful preparation ensures a smoother upgrade experience.
Verify Windows Activation Status
Ensuring your existing Windows installation is activated is paramount. While initial discussions suggested Windows 10 might install on unactivated systems, this plan was abandoned. A valid activation is now essential for a successful upgrade.
To confirm activation on Windows 8, utilize the Windows+W key combination to access settings search, type "activated," and select the corresponding result. Alternatively, the system status can be viewed within the Control Panel under System.
For Windows 7, right-click the "Computer" option from the Start menu and choose "Properties." This window will display the activation status of your Windows copy.
Create a System Backup
Regular backups are highly recommended, and a full backup is crucial before initiating the upgrade. The update process is designed to be non-destructive, preserving your files and applications. However, proactive data protection is always advisable.
At a minimum, safeguard your important files. Related: Which Files Should You Back Up On Your Windows PC?
For comprehensive protection, consider creating a full system image backup using Windows' built-in System Image Backup feature or a third-party solution like Macrium Reflect. A system image allows for complete restoration of your PC to its pre-upgrade state. Related: How to Create a Full-Disk Backup of Your PC with Macrium Reflect
Disable Third-Party Antivirus Software
Related: How to Use the Built-in Windows Defender Antivirus on Windows 10
Certain third-party antivirus programs can sometimes interfere with the Windows update process. Temporarily disabling or uninstalling these tools before the upgrade is recommended. You can reinstall or switch to Windows Defender after the update is complete.
Obtain the Windows 10 Update Assistant
The Windows 10 update tool is readily available for download here.
The update assistant will automatically determine the correct Windows version for your system, identifying whether your current installation is 32-bit or 64-bit. It will then upgrade you to the corresponding version. A transition from a 32-bit Windows 7 or 8 installation to a 64-bit Windows 10 installation is not possible using this tool, even if your hardware supports it. A clean install would be required in that scenario. Related: How Do I Know if I’m Running 32-bit or 64-bit Windows?
Related: Should You Upgrade to the Professional Edition of Windows 10?
Similarly, the tool will identify the appropriate Windows edition. If you are currently running Windows 7 or 8 Pro, you will be upgraded to Windows 10 Pro. Home edition users will be upgraded to Windows 10 Home. Changing editions during the update process is not supported. A clean install, or a later purchase to unlock the Pro edition, would be necessary.
Ultimately, the version and edition of Windows currently installed on your computer will be the same version and edition of Windows 10 you will have after the upgrade is finished.
Initiating the Upgrade Process
To commence the upgrade, execute the installer application, known as MediaCreationTool. This will begin the process of updating your operating system.
Initially, you will be presented with a choice: upgrade your PC immediately or create installation media for another computer. Opt for "Upgrade this PC now" to initiate the upgrade sequence, then proceed by clicking the "Next" button. The tool will then download the necessary Windows 10 installation files.
The download duration is contingent upon your internet connection speed. On a fast cable connection, completion can occur within minutes. However, users with slower connections may experience a considerably longer wait time as the download progresses.
Upon completion of the download and unpacking of the installation media, you will be required to acknowledge the terms of the license agreement. Select "Accept" to proceed, and the installer will perform a final verification check before presenting the final confirmation screen.
By default, the installer is configured to retain the maximum amount of user data possible. This means all your personal files and installed applications will be preserved during the upgrade. If this is your desired outcome, simply click "Install" to begin the installation process.
Alternatively, you can click the "Change what to keep" link to customize what is retained during the update.
Selecting "Change what to keep" will display a screen offering several options regarding data retention during the update. These options are as follows:
- Keep personal files and apps: This setting preserves all personal files, installed applications, and existing Windows settings. It mirrors the outcome of bypassing this screen entirely.
- Keep personal files only: This option safeguards your personal files but removes all installed applications and current Windows settings. Reinstallation of desired applications will be necessary following the update.
- Nothing: This selection removes all personal files, installed applications, and Windows settings. It closely resembles a clean installation, and a clean install might be preferable in this scenario. The update tool will relocate your personal files to a folder named windows.old, allowing for recovery for a limited time. However, backing up crucial files remains highly recommended. Further details can be found at http://go.microsoft.com/fwlink/?LinkID=12416.
Choose your preferred option and then click the "Next" button to proceed. You will then be redirected to the recap screen, where you can click "Install" to initiate the upgrade.
Throughout the upgrade, your computer will restart multiple times as the installer completes its tasks. Once finished, you will have the opportunity to configure certain settings.
Initial Configuration Following a Windows Upgrade
Upon the initial boot after an upgrade, a configuration process will begin before you can log in to Windows. Several setup options and adjustments are presented during this phase, and it is advisable to explore them. The first step involves verifying your user account.
This account should correspond to the one previously used with Windows 7 or 8.1. Should you desire to establish a new account, a link labeled "I'm not..." is available at the screen's lower-left corner. This allows for the creation of a new Microsoft account, for instance, instead of utilizing your existing local account.
The screens encountered when creating a new account will differ slightly from those presented when selecting an existing one. However, many of the available options will remain consistent.
Related: Understanding Windows 10's Privacy Settings
Following account selection, you will be prompted to review privacy settings. These settings are located further down the page, as illustrated in the images below. They primarily concern the data exchange between your PC and Microsoft.
Those prioritizing privacy may choose to disable all options, which is perfectly acceptable. However, it is recommended to carefully examine each setting. Further guidance on Windows 10 privacy settings can be found in our dedicated guide.
Related: How to Use and Configure Cortana on Windows 10
The next step allows you to enable Cortana, Microsoft’s digital assistant. This feature can be activated at a later time if you choose not to enable it during the initial setup.
Related: How to Set Your Default Apps in Windows 10
Finally, you will be introduced to Windows 10’s pre-installed applications. These apps will become the default programs for opening associated file types unless you select the "Let me choose my default apps" option at the bottom left. Changing these defaults is also possible after the initial setup, so immediate decisions are not critical.
Following this, Windows will check for and install any available updates, potentially requiring a system restart. After completion, you will be able to log in to Windows 10.
It is then recommended to verify the status of your applications, updating them if necessary. Additionally, connect your peripherals and confirm their functionality, updating drivers as needed. You can then begin utilizing Windows 10.
Do you have a specific question regarding Windows 10? Please send an email to ask@howtogeek.com, and we will endeavor to provide a response.
