We
highly recommend that you print this tutorial. Your PC will restart during the
Windows 7 installation process, so having a printed copy will help you follow
the steps if you're unable to return to this webpage.
To
upgrade your PC from Windows XP to Windows 7, you'll need to select the Custom
option during Windows 7 installation. A custom installation doesn't preserve
your programs, files, or settings. It’s sometimes called a "clean"
installation for that reason.
A
custom installation is more complex, and it can sometimes take a couple of
hours to complete. We created this five-step tutorial to help guide you through
the entire process each step of the way.
What
you need
An
external hard disk. You'll need to move your files off of your PC before you
install Windows 7. To make this easier, we recommend a free download called
Windows Easy Transfer, which will require an external hard disk. They’re
readily available at electronics and office supply stores, and they provide an
easy way to add additional storage space to your computer.
·
The original installation discs or setup files for the programs that you want
to use with Windows 7. You’ll need to reinstall your programs by hand after
installing Windows 7. When you run Windows Easy Transfer you will get a report
that lists the programs that you are currently using with Windows XP.
Overview
of the process for upgrading from Windows XP to Windows 7
32-bit
or 64-bit: Which version of Windows 7 to install?
Both
32-bit and 64-bit installation discs are included in the Windows 7 package.
64-bit operating systems can handle large amounts of memory—typically 4
gigabytes (GB) of random access memory (RAM) or more—more efficiently than
32-bit operating systems. However, not all computers are 64-bit capable. For
more information, see 32-bit and 64-bit Windows: frequently asked questions
(http://windows.microsoft.com/en-us/windows7/32-bit-and-64-bit-Windows-frequently-asked-questions).
You'll
probably need the 32-bit version, but to make sure click Start, right-click My
Computer, and then click Properties.
·
If you don’t see "x64 Edition" listed, then you’re running the 32-bit
version of Windows XP. Step 1 of this tutorial will show you how to run the
Windows 7 Upgrade Advisor, which can let you know if your computer is capable
of running the 64-bit version of Windows 7.
·
If "x64 Edition" is listed under System, you’re running the 64-bit
version of Windows XP and can run the 64-bit version of Windows 7.
Upgrading
from Windows XP to Windows 7
Step
1: Make sure that your programs and devices will work with Windows 7
To
help find potential compatibility problems with your computer's hardware,
devices, or programs that might affect installing Windows 7, download and run
the free Windows 7 Upgrade Advisor. It provides a report listing any issues
that it finds and gives recommendations on what to do before you upgrade to
improve your PC’s compatibility with Windows 7. A report lists any
actions needed to prepare your computer for Windows 7.
Download
and install Windows 7 Upgrade Advisor
Follow
the steps below to download the Windows 7 Upgrade Advisor.
1.
Go to the Windows 7 Upgrade Advisor (http://go.microsoft.com/fwlink/?LinkId=160680)
webpage.
2.
Click Download the Windows 7 Upgrade Advisor.
3.
Click Download, and then save the installation file to your PC.
4.
Double-click the installation file saved to your PC.
If
you're asked to install .NET 2.0
Windows
7 Upgrade Advisor requires .NET Framework 2.0. If your computer doesn't have it
installed, follow these steps. If you're not asked to install .NET 2.0, you can
skip this and proceed to step 5.
1. Click Yes.
2. Click Next.
3. If you agree to the license terms, click Install.
Upgrading from Windows XP to Windows 7
4. Click Finish.
5.
If you agree to the license terms, click Install.
6.
Click Close.
If
you see a preselected check box, clicking Close will run Windows 7 Upgrade Advisor.
Run
Windows 7 Upgrade Advisor
1.
If Windows 7 Upgrade Advisor isn't already running, double-click the Windows 7
Upgrade Advisor shortcut on your PC's desktop.
2.
In the security warning dialog box, click Yes.
3.
Click Start check. The Windows 7 Upgrade Advisor will scan your PC's hardware,
devices, and installed software. This might take a few minutes. When finished,
it will provide you with a compatibility report that you can print or save for
your reference.
4.
Read the report carefully, and make note of any issues that the Upgrade Advisor
finds and what the recommended steps are to fix these issues.
5.
If you want to save the report and print or refer to it later, click Save
Report, type a name in the File Name box, and then click Save.
6.
Click Close.
You
can scan your PC more than once. We recommend running the Windows 7 Upgrade
Advisor again after taking any of the recommended steps or making any changes
to your PC's hardware, devices, or installed software before upgrading to
Windows 7. Be sure to save your updated report.
Step
2: Moving files and settings, and gathering your program discs
We
recommend using Windows Easy Transfer, a free download, to help you move
your files and settings to another location before you install Windows 7. Then,
you can use Windows Easy Transfer again to move your files and settings back to
your PC after Windows installation is completed.
If
you don't use Windows Easy Transfer, you'll need to copy your files manually to
an external location, such as CDs, DVDs, an external hard disk, or a USB flash
drive before installing Windows 7, and then move them back after Windows
installation is completed.
Upgrading
from Windows XP to Windows 7
Windows
Easy Transfer helps simplify moving your files and settings.
Windows
Easy Transfer creates a single file containing your files and settings. The
file could be quite large depending on the amount of data you have, which is
why we recommend using an external hard disk.
As
you prepare to move your files off of your computer to an external storage
device, remember the following:
·
Windows Easy Transfer doesn't move your programs, only your files and settings.
You'll need to reinstall your programs by hand after Windows 7 installation is
complete. Windows Easy Transfer will provide you with a list of programs that
you are currently using with Windows XP.
·
Don't use the File and Settings Transfer Wizard in Windows XP to move your
files. It isn't compatible with Windows 7, and if you use it, you won't be able
to restore your files in Windows 7. Use Windows Easy Transfer instead.
·
Windows Easy Transfer can't transfer files from a 64-bit version of Windows to
a 32-bit version of Windows. If you're running a 64-bit version of Windows XP,
but you plan to install a 32-bit version of Windows 7, you'll need to copy your
files manually to an external location before installing Windows 7, and then
move them back after Windows installation is completed.
·
Windows Easy Transfer moves your music and video files, but doesn't migrate the
licenses for content protected by digital rights management (DRM). This means
that you'll need to re-obtain rights to DRM-protected files from the online
store that provided them after you finish installing Windows 7 and restoring
these files to your computer. For more information, see Step 4: Moving your
files and settings back to your computer.
Warning
Upgrading
from Windows XP to Windows 7
Some online stores don't restore rights to their DRM-protected files. For
details about store policies, refer to your store's customer support or Help
information. If your music or video was obtained from a store that's no longer
in business, you won't be able to restore your rights to that content.
You’ll
also need Windows XP Service Pack 2 or higher. If you're not sure of what you
have, click Start, right-click My Computer, and then click Properties. Under
System, if you see "Service Pack 2" or "Service Pack 3,"
you can use Windows Easy Transfer. If you're not running Service Pack 2 or 3,
go to the Windows XP service pack
(http://go.microsoft.com/fwlink/?LinkId=160880) page on the Microsoft website
to update your PC.
Download
and install Windows Easy Transfer
1.
Download Windows Easy Transfer (http://go.microsoft.com/fwlink/?LinkId=160881)
from the Windows website. If you're running a 32-bit version of Windows XP,
under For Windows XP, click Download 32-bit. If you're running a 64-bit version
of Windows XP, click Download 64-bit.
2.
On the Microsoft Download Center webpage, click Download, and then click Run.
3.
In the Security Warning dialog box, click Run.
4.
In the Software Update Installation Wizard, click Next.
5.
If you agree to the license terms, select I Agree, and then click Next.
6.
After installation is complete, click Finish.
Open
and run Windows Easy Transfer to save your files and settings
1.
Make sure your external hard disk or other storage device is connected to your
computer.
2.
Click Start, click All Programs, and then click Windows Easy Transfer for
Windows 7.
3.
Click Next.
4.
Select An external hard disk or USB flash drive.
5.
Click This is my old computer, and then wait while Windows Easy Transfer scans
the computer.
6.
Clear the check boxes next to any user accounts that you don't want to transfer
data from, and then click Next.
7.
Enter and retype a password, and then write it down and keep it in a safe
place; or leave the boxes blank, and then click Save.
8.
Browse to the external hard disk or other storage device where you want to save
your Easy Transfer file, and then click Save.
Warning
· You must save the Easy Transfer file to your external hard disk or other
storage device, and not to the default location My Computer. If you don't save
the Easy Transfer file to your external hard disk, the file you just created
will be deleted during the custom installation of Windows 7.
Upgrading
from Windows XP to Windows 7
9.
Windows Easy Transfer will begin saving your files and settings. Do not use
your computer during this time.
10.
When you see the message These files and settings have been saved for your
transfer, click Next.
Windows
Easy Transfer displays the file name and location of the Easy Transfer file you
just created. Write down the file name and location so you can easily find it
when you’re ready to transfer files to Windows 7.
11.
Click Next, and then click Close.
12.
Ensure that the file is saved to your external hard disk or storage device, and
then disconnect the device from your computer.
Gather
your program discs and setup files
It’s
important to remember that the Custom installation option doesn’t preserve any
of your programs, so you’ll need to reinstall the programs that you want to use
in Windows 7.
·
Make sure you have the installation discs for the programs you want to keep
using in Windows 7.
·
You might have downloaded some programs from the Internet. If you still have
the installation files on your computer (often called setup.exe, install.exe,
or similar), copy those setup files to your external hard disk as well. If you
don’t have the installation files, you’ll need to download them again after
Windows 7 installation is complete.
·
If you're running a 64-bit version of Windows and plan to install a 32-bit
version of Windows 7, programs that were designed to run only on a 64-bit
operating system might not work. Check the software manufacturer's website for
more information, or go to the Windows 7 Compatibility Center (http://go.microsoft.com/fwlink/?LinkId=160679)
website. You can search the Compatibility Center for product names or browse
many different categories of hardware and software tested to be compatible with
both 32-bit and 64-bit versions of Windows 7.
Step
3: Installing Windows 7
When
you choose the Custom option during installation, you install a new copy of
Windows on your PC.
Upgrading
from Windows XP to Windows 7
The
options for Windows 7 installation
Note
Formatting
your hard disk during Windows 7 installation isn't necessary. If you want to
format your hard disk, and you're using an upgrade version of Windows 7, don't
use a program from another software manufacturer to reformat your hard disk
prior to installing Windows 7. Instead, start your PC using the Windows 7
upgrade installation disc or a USB flash drive, click Custom (advanced), and
then click Drive options (advanced).
Before you begin
Ø .Connect
your PC to the Internet so you can get installation updates during the
installation process. (If you don’t have an Internet connection, you can still
install Windows 7.)
Ø .Update
your antivirus program, run it, and then turn it off. After you install Windows
7, remember to turn the antivirus program back on, or install new antivirus
software that works with Windows 7.
Ø If
you have a Windows 7 installation package, choose either the 32-bit or 64-bit
Windows 7 installation disc, depending on whether you want to install the
32-bit or 64-bit version of Windows 7.
·
If you want to install a 64-bit version of Windows 7 on a PC running a 32-bit
version of Windows XP, follow the instructions in "To install a 64-bit
version of Windows 7 on a computer running a 32-bit version of Windows XP"
at the bottom of the page. For more information, see 32-bit and 64-bit Windows:
frequently asked questions
(http://windows.microsoft.com/en-us/windows7/32-bit-and-64-bit-Windows-frequently-asked-questions).
Upgrading
from Windows XP to Windows 7
Find
your 25-character Windows product key. You can find it on the installation disc
holder inside the Windows package—or in a confirmation e-mail if you purchased
and downloaded Windows 7 online.
Perform
a Custom installation of Windows 7
1.
With your computer on and Windows XP running, do one of the following:
· If you've downloaded Windows 7, browse to the installation file you
downloaded, and then double-click it (often identified as an Application file
under the Type column).
· If you have a Windows 7 installation disc, insert the disc into your
computer. Setup should start automatically. If it doesn't, click Start, click
My Computer, open the Windows 7 installation disc on your DVD drive, and then
double-click setup.exe.
· If you've downloaded Windows 7 installation files onto a USB flash drive,
insert the drive into your computer. Setup should start automatically. If it
doesn't, click the Start button, click Computer, double-click the drive, and
then double-click setup.exe.
2.
On the Install Windows page, click Install now.
3.
On the Get important updates for installation page, we recommend getting the
latest updates to help ensure a successful installation, and to help protect
your computer against security threats. Your computer will need to be connected
to the Internet during Windows 7 installation to get these updates.
4.
On the Please read the license terms page, if you accept the license terms,
click I accept the license terms, and then click Next.
5.
On the Which type of installation do you want? page, click Custom.
6.
Choose the partition containing Windows XP (this is often the computer's C:
drive), and then click Next. (Do not select your external USB hard drive.)
7.
In the Windows.old dialog box, click OK.
8.
Follow the instructions to finish installing Windows 7, which include naming
your computer and setting up an initial user account. You can use the same
names that you used in Windows XP, or choose new ones.
To
install a 64-bit version of Windows 7 on a computer running a 32-bit version of
Windows XP
1.
Insert the Windows 7 installation disc or USB flash drive, and then turn off
your computer.
2.
Restart your computer.
3.
Press any key when prompted, and then follow the instructions that appear.
4.
On the Install Windows page, enter your language and other preferences, and
then click Next.
If
the Install Windows page doesn't appear, and you're not asked to press any key,
you might need to change some system settings. To learn how to do this, see
Start your computer from a
Upgrading
from Windows XP to Windows 7
Windows
7 installation disc or USB flash drive
(http://prev.windows.microsoft.com/en-us/windows7/Start-your-computer-from-a-Windows-7-installation-disc-or-USB-flash-drive).
5.
On the Please read the license terms page, if you accept the license terms,
click I accept the license terms, and then click Next.
6.
On the Which type of installation do you want? page, click Custom.
7.
Choose the partition containing Windows XP (this is often the computer's C:
drive), and then click Next. (Do not select your external USB hard
drive.)
8.
In the Windows.old dialog box, click OK.
9.
Follow the instructions to finish installing Windows 7, which include naming
your computer and setting up an initial user account. You can use the same
names that you used in Windows XP, or choose new ones.
Troubleshooting
installation problems
If
an error message states that Windows can't be installed to the partition you
chose, and Show details reveals a dialog box that says "Windows must be
installed to a partition formatted as NTFS," then your computer’s hard
disk is likely formatted using the older FAT32 file system.
To
convert your hard disk to the latest version of NTFS
1.
Cancel the Windows 7 installation, and remove the installation disc or USB
flash drive.
2.
Click Start, point to All Programs, point to Accessories, right-click Command
Prompt, and then click Run as….
3.
Select The following user, choose a user with administrator permissions, type
the password, and then click OK.
4.
At the command prompt, carefully type convert <drive>: /fs:ntfs where
<drive> is the letter associated with your Windows XP installation. For
example, if Windows XP is on your C: drive, type convert c: /fs:ntfs (When you
type, be sure to include a space immediately before /fs:ntfs)
5.
Press Enter.
6.
When asked if you would you like to force a dismount on this volume, type Y,
and then press Enter.
Upgrading
from Windows XP to Windows 7
7.
When asked if you want to schedule the drive to be converted the next time the
system restarts, type Y, and then press Enter.
8.
Close the Command Prompt window.
9.
Click Start, click Turn Off Computer, and then click Turn Off. (You need to
shut down the computer completely rather than simply clicking Restart.)
10.
Turn on your computer. Windows will proceed to convert the hard disk to NTFS
and then restart your computer. Do not use your computer during this time.
11.
When Windows XP starts again, return to step 2 under Perform a Custom
installation of Windows 7.
Step
4: Moving your files and settings back to your computer
After
you’ve installed Windows 7, now you're ready to run Windows Easy Transfer again
and move your files and settings back to your computer.
Be
sure you run Windows Easy Transfer before you reinstall your programs. That's
because Windows Easy Transfer moves your files back to where your old programs
will expect them to be when you reinstall them.
User
accounts from Windows XP are moved to Windows 7.
Move
files and settings back using Windows Easy Transfer
1.
Make sure your external hard disk or other storage device that contains your
Windows Easy Transfer migration file is connected to your computer.
Upgrading
from Windows XP to Windows 7
2.
Click the Start button, click Computer, and under Hard Disk Drives,
double-click your storage device.
3.
Browse to the location where you saved the Easy Transfer file, called Windows
Easy Transfer – Items from old computer, and double click the file.
If
you gave the file a different name when you originally created it, browse to
that file and double-click it.
4.
If you entered a password when creating the Easy Transfer file, type the
password, and then click Next.
Note
· If you receive an error that you don't have enough free disk space to migrate
your files back to your computer using Windows Easy Transfer, you can use Disk
Cleanup to delete temporary files left over from your Windows 7 installation
and free up additional disk space. To learn how to do this, read the
"Post-install clean up (optional)" section at the end of Step 5:
Reinstall your programs and update drivers.
5.
On the Choose what to transfer to this computer page, you can decide how the
user accounts from Windows XP are transferred to Windows 7.
· To accept the current account mapping, click Transfer.
· To change how the Windows XP accounts are mapped in Windows 7, click Advanced
Options.
6.
On the Your transfer is complete page, click See what was transferred to view a
list of the user accounts and files that were moved from Windows XP to Windows
7. Click See a list of programs you might want to install on your new computer
to view what was previously installed on Windows XP.
7.
Click Close. If you are prompted to restart your computer, click Restart now.
If
you transferred more than one user account, you might be prompted to change the
password the next time you log on. If you're prompted to do so, click OK, and
in the dialog box that appears, do one of the following:
·
If you want to give the user account a password (recommended), type a new
password, retype it, and then press Enter. There’s no need to type the old
password from Windows XP.
·
If you don’t want to give the user account a password, leave the boxes empty,
and then press Enter.
Moving
DRM-protected content
Windows
Easy Transfer moves your music and video files, including files protected by
digital rights management (DRM), but it doesn't move the licenses for these
types of files. To re-obtain rights to the files, you'll need to contact the
provider of the files. Some online stores offer this and might refer to it in
different ways, such as computer activation, computer authorization, library
restoration, or license synchronization.
Upgrading
from Windows XP to Windows 7
The
procedure for restoring your rights varies from store to store. The store might
limit the number of times that you can restore your rights, or limit the number
of computers on which you can use the songs or videos that you've obtained from
them. Some stores don't permit you to restore rights to DRM-protected files at
all. For details about store policies, refer to your store's customer support
or Help information. If your music or video was obtained from a store that's no
longer in business, you won't be able to restore your rights to that content.
To
restore rights to files in Windows Media Player:
If
you're using Windows Media Player, you can add online stores and try to
re-obtain rights to your music by doing the following:
1.
Click the Start button, click All Programs, and then click Windows Media
Player.
2.
In the Player Library, click the arrow to the right of Media Guide at the
bottom of the navigation pane, and then click Browse all online stores.
3.
Click your store, install the store software, and then click a customer service
or account management link on the store's webpage.
Note
· If you've recorded DRM-protected TV content using Windows Media Center, you
won't be able to restore your rights to that content after installing Windows
7.
To
restore rights to files in Zune:
If
you purchased DRM-protected content from the Zune Marketplace, and used Windows
Easy Transfer to move your content to Windows 7, you'll be able to access the
content once you reinstall the Zune software and log in. If you didn't move
over your content, you can use the restore feature in the Zune software to
re-obtain the content and the rights to that content. After you've reinstalled
the Zune software, do the following:
1.
In the Zune software, click Sign In, type your Windows Live ID and your
password, and then click Sign In again.
2.
Do one of the following:
·
For purchased content, click Settings, click account, and then click Purchase
History. To locate the content that you want to restore, click Songs, Movies,
TV, Videos, or Music Videos, and then browse to the content.
·
For Rental or Zune Pass subscription content, click Settings, click account,
and then click Rental History or Subscription History. Then, locate the content
that you want to restore rights to.
3.
Next to the content, click Download. Or, click Restore All to download all the
missing subscription content.
Note
· If you try to restore non-DRM-protected content, you will receive an error
message.
Upgrading
from Windows XP to Windows 7
4.
View your media collection to confirm that the content has been successfully
restored. Some content might still be downloading and not immediately
available.
Step
5: Reinstall your programs and update drivers
After
you’ve run Windows Easy Transfer and your files and settings are back on your
computer, you can reinstall your programs and check for new or updated drivers.
Windows
Easy Transfer provides a report detailing the programs you used in Windows XP
that you might want to reinstall. To reinstall your programs, you'll need to
use the installation discs or setup files that you gathered earlier.
A
report lists programs that you might want to reinstall.
If
your computer came with several programs pre-installed, you might see programs
listed in the report that you’ve never used before or rarely used. When you
begin reinstalling programs, start with the ones that you know and use
regularly, especially new antivirus software for your computer. If you don't
have new antivirus software for your PC running Windows 7, you can look for new
programs at the Windows 7 Compatibility Center
(http://go.microsoft.com/fwlink/?LinkId=160679).
If
you have a program that you used in Windows XP that isn’t compatible with
Windows 7, try using the Program Compatibility troubleshooter. For more
information, see Open the Program Compatibility troubleshooter
(http://windows.microsoft.com/en-us/windows7/Open-the-Program-Compatibility-troubleshooter).
If
the troubleshooter can’t fix the problem, you might be able to run the program
using Windows XP Mode. For more information, see Install and use Windows XP
Mode in Windows 7
(http://windows.microsoft.com/en-us/windows7/install-and-use-windows-xp-mode-in-windows-7).
Upgrading
from Windows XP to Windows 7
Note
·
Some programs such as Windows Mail and Outlook Express are no longer included
in Windows 7. If you used Windows Mail or Outlook Express as your e-mail
program, you’ll need to install a new e-mail program to read your messages or
to send and receive e-mail. For more information about Windows Live Mail
and instructions for importing your e-mail, contacts, and calendar, see
Importing your e-mail, messages, contacts, and calendar into Windows Live Mail
(http://windows.microsoft.com/en-us/windows7/importing-your-e-mail-contacts-and-calendar-into-windows-live-mail).
Update
drivers
A
driver is software that allows your computer to communicate with hardware or
devices. Without drivers, the hardware you connect to your computer—for
example, a video card or a printer—won't work properly.
In
most cases, drivers come with Windows, or you can find them by using Windows
Update and checking for updates. To do so, click the Start button, click All
Programs, and then click Windows Update.
If
Windows Update doesn't have the driver you need, check out the Windows 7
Compatibility Center (http://go.microsoft.com/fwlink/?LinkId=160679), which has
direct links to driver downloads and manufacturer support pages. For more
information, see Update a driver for hardware that isn't working properly
(http://windows.microsoft.com/en-us/windows7/Update-a-driver-for-hardware-that-isnt-working-properly).
Netbooks
and drivers
Some
netbooks and laptops that were running Windows XP might not have specific
Windows 7 drivers for features such as function buttons. If Windows Update
doesn’t find a driver, visit your computer manufacturer’s website and search
for a download or support page where you can search for drivers for your PC.
You
can try to install a driver made for Windows XP onto your PC running Windows 7.
If the Windows XP driver won’t install, you can run the Program Compatibility
troubleshooter to try and fix the problem.
1.
Download or copy the driver installation file to your computer.
2.
Right-click the file, and then click Troubleshoot compatibility.
3.
Follow the steps in the Program Compatibility troubleshooter to change the
compatibility settings for the driver.
Post-install
clean-up (optional)
During
Windows 7 installation, if you don’t format the partition, files that were used
in Windows XP are stored in the Windows.old folder. The type of files in this
folder depends on your computer.
After
you’ve used Windows 7 for a while, for example one or two weeks, and you’re
confident that your files and settings are back to where you want them to be,
you can safely reclaim disk space and use Disk Cleanup to delete the
Windows.old folder.
Upgrading
from Windows XP to Windows 7
You
can also delete the Windows.old folder if you receive an error during Step 4:
Moving your files and setting back to your computer of this tutorial that
indicates that you don't have enough free disk space to transfer your files and
settings back to your computer.
Warning
Before
you use Disk Cleanup, make sure that all of your files and settings moved
correctly to Windows 7 where you expected them to be. Deleting the Windows.old
folder can’t be undone.
1.
Click the Start button, and in the search box, type Disk Cleanup. In the list
of results, click Disk Cleanup.
If
you're prompted to choose a drive, choose the drive you just installed Windows
7 on, and then click OK.
2.
Click Clean up system files. If you're prompted for an administrator password
or confirmation, type the password or provide confirmation.
If
you're prompted again to choose a drive, choose the drive you just installed
Windows 7 on, and then click OK.
3.
Select Previous Windows installation(s) and any other categories of files you
want to delete.
4.
Click OK, and then click Delete Files.
Thanks
R.karthikeyan
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