Windows 10 upgrade for schools - a simple guide.pdf

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Upgrading to Windows 10:
A simple hands-on guide for everyone
If you can plug a USB flash drive
into a PC, you can upgrade to
Windows 10.
OK, maybe it’s not
quite
that easy,
but you don’t need advanced
technical skills. Just follow these
simple steps to be a Windows 10
upgrade hero in your office
or classroom.
1
This summer is Windows 10 upgrade season
Microsoft Windows 10 is the latest release of the world’s most popular PC operating system.
It’s packed with new features that make using a PC more productive and more fun. It’s also the most
secure Windows ever, with built-in protection against viruses and malware.
And yet, despite all those new
features, Windows 10 is refreshingly
familiar, offering a Start experience
that should feel right at home whether
you’re coming from Windows 7 or
Windows 8.1.
Best of all, you can upgrade for free
– yes, free – until the Windows 10
Upgrade Offer ends on July 29, 2016.
This guide assumes you need to
upgrade more than one device. To
upgrade a single device, click the
Windows icon in your taskbar and use
the Get Windows 10 app. For more
details, visit
aka.ms/upgrade.
genuine version of Windows 7 or
Windows 8.1.
Devices running Home and Pro
editions of Windows are eligible for
the free upgrade offer. If your device
is running an Enterprise edition of
Windows, it is not eligible. Devices
running Windows RT, such as the
Microsoft Surface RT or Surface 2,
can’t be upgraded to Windows 10.
Your current Windows installation will
be upgraded to the corresponding
Windows 10 edition. For Windows
7 Starter, Home Basic, and Home
Premium, as well as the core edition
of Windows 8.1, that means Windows
10 Home. Windows 7 Professional and
Ultimate and Windows 8.1 Pro are
upgraded to Windows 10 Pro.
Not sure which version of Windows is
installed on a PC you’re planning to
upgrade? In Windows 7 or Windows
8.1, open Control Panel, click System
and Security, and then click System.
That information box shows the
currently installed Windows edition
and the architecture (32-bit or 64-bit).
Look at the bottom of the display
to confirm that Windows is properly
activated and genuine.
The free upgrade offer expires on July
29, 2016, which makes this summer an
excellent time to upgrade.
Which PCs qualify for
the free upgrade offer?
The Windows 10 Upgrade Offer is
valid for any PC (desktop, laptop,
or tablet) running a qualified and
Everything you need to know about the Windows 10 upgrade
9
You can make your own installation media.
You don’t need to buy a shrink-wrapped box or mess with
DVDs. All you need is a USB flash drive and an Internet
connection. Use the free Media Creation Tool to download
the installation files.
of Windows 7 or Windows 8.1, your new installation is
automatically activated with a “digital entitlement” that’s
tied to the underlying hardware. If you ever need to reinstall
Windows 10 for any reason, that digital entitlement means
your new installation will also be activated automatically.
You can refresh Windows 10 within the product or even use
the same USB drive to reinstall if you ever need to.
9
The upgrade process is quick and easy.
To start your Windows 10 upgrade, just insert the USB
flash drive and run the Setup program. Answer a few easy
questions (there won’t be a test), and the remainder of the
upgrade proceeds automatically, without requiring any
further input from you until it’s time to sign in.
9
If something goes wrong, you can recover easily.
Most Windows 10 upgrades go smoothly, but in the rare
case an upgrade encounters issues, the system automatically
rolls back to the previous version, leaving your files and
programs untouched.
9
Is your environment more complex?
If your environment includes one or more PCs running a
Windows Enterprise or Education edition, you’ll want to
call in an IT Pro for help. Find more technical guidance for
school-wide and larger deployments at
aka.ms/edudeploy.
For expert assistance, you can find a Microsoft partner at
pinpoint.microsoft.com/.
9
You don’t need a product key.
When you upgrade a properly activated, genuine copy
2
Assembling your upgrade toolkit
The fastest, most reliable way to upgrade multiple PCs in an office or classroom is to download
the Windows 10 installer and copy it to a USB flash drive that you can carry from one PC to the
next. You’ll use Microsoft’s Media Creation Tool, which is available as a free download.
You can use a PC running any version of
Windows to download the installation
files. Make sure you’re signed in with an
administrator account before proceeding.
And, of course, you’ll need a USB flash
drive. If you’re certain that every PC
you plan to upgrade is using the same
architecture (32-bit or 64-bit), you can
choose a drive with as little as 4 GB of
storage. For maximum flexibility, choose
a drive with at least 8 GB of capacity. Any
files on the drive will be erased when you
create the installation media, so be sure to
back up any important files from the drive
before creating the installation media.
With those prerequisites out of the way,
let’s get started.
1. Visit the Windows 10 site.
Run the Media Creation Tool
The first step is to visit the Get Windows
10 page at
microsoft.com/software-
download/windows10.
The
Upgrade now
button near the top of the page is the
right choice for upgrading a single device.
If you’re planning to upgrade more than
one PC, find the section headed “Need to
create a USB, DVD or ISO?” and then click
the
Download tool now
button.
Using Internet Explorer, you’ll see a banner
at the bottom of the page where you can
click Run. If you visit the Get Windows 10
page using a different browser, you need
to save the file before running it. After
the download is complete, press Ctrl+J
to open your Downloads folder and then
double-click MediaCreationTool.exe to run
the program.
You’ll find the page at
microsoft.com/software-download/windows10.
Scroll down and click the
Download tool now
button.
2. Run the Media Creation Tool.
The Media Creation Tool should download quickly. Click
Run
and accept a
license agreement before proceeding to the next step.
Know your options
The Media Creation Tool is a simple,
straightforward wizard. You might be
tempted to just click
Next
repeatedly
to get this chore out of the way, but it’s
worth spending some time to understand
your options.
3. Begin creating installation media.
Choose the second option on this screen and then click
Next
to download
the installation files so that you can upgrade multiple PCs.
3
The Windows 10 installer is not a one-
size-fits-all download. Instead, you have
to make three choices that determine
how your installation media will work.
In its default setting, the Media Creation
Tool makes these choices for you, based
on the configuration of the PC on which
you’re running the tool. Those choices
are ideal for instantly upgrading a single
PC. If you plan to upgrade more than
one device, click to clear the “Use the
recommended options for this PC” box.
That unlocks these three options:
• Language
– Choose the language and
region that matches the PCs you plan
to upgrade.
• Edition
– For the overwhelming
majority of cases, the default selection,
Windows 10, is correct.
• Architecture
– This option allows you
to choose 32-bit (x86) or 64-bit (x64)
installation files, either of which will
fit on a 4 GB flash drive. Click
Both
to
download a combined installer that
requires an 8 GB flash drive but will
work on either architecture.
After making your selection, click
Next
and choose the type of media you plan to
use. The USB flash drive option is first, for
a very good reason: Every modern PC has
at least one USB port.
(The ISO option downloads the installer
files as a single large disk image file that
can be transferred to a writeable DVD
using third-party software. It’s a good
choice for technical professionals, but
using a USB flash drive is simpler and
doesn’t require any extra steps.)
Insert your USB flash drive and click
Next.
You should see the drive listed in the
Media Creation Tool. (If it’s not visible,
click
Refresh drive list
and try again.)
Select its entry from the list and click
Next
to begin downloading the installer files
that match your selection.
How long will that download take? That
depends on the speed of your Internet
connection. Feel free to minimize the
Media Creation Tool and use your PC for
other work; you can check the progress
indicator occasionally to see how close
you are to being finished.
4. Select a language, architecture, and edition.
Clear this check box to unlock these three options. From the Architecture list,
choose
Both
for maximum flexibility.
5. Choose your USB flash drive.
Click the entry for your USB flash drive here to select it, then click
Next
to
begin creating your installation media.
4
After the download is complete, the
Media Creation Tool performs a brief
verification and then proceeds directly to
the next step, formatting your USB flash
drive and copying the installation files to
it. That process takes considerably less
time than the download, and when it’s
complete, you’ll see the screen shown at
the right.
Remove the USB flash drive, label it, and
get ready to begin upgrading.
It’s a good idea to start by upgrading a
single PC. After you’ve succeeded with
that first upgrade, you can move on to the
rest of the classroom or office.
For each device you upgrade, you’ll need
to wait until the “Copying files” stage
has completed before you can move to
the next one. If you have many devices
to upgrade, you can create multiple USB
flash drives.
6. Label your Windows 10 installation media.
The Media Creation Tool lets you know when the job is done. Remove the
USB drive, label it, and store it in a safe place.
Getting ready for the Windows 10 upgrade
A little bit of preparation can help your upgrade go more
smoothly. Run through this checklist before you begin the
upgrade process.
maker’s support website to determine whether an update is
available to help the PC work better with Windows 10.
9
Check software compatibility, especially third-
party antivirus programs.
Most Windows desktop programs that run on Windows
7 and Windows 8.1 are compatible with Windows 10,
but there are exceptions. Some programs might require
an updated version to work properly. Others might be
uninstalled or disabled during the upgrade process. For
important programs, check the developer’s website to see
whether you need to do anything.
9
Choose what to keep.
During the installation process, the Windows 10 Setup
program asks you what it should keep. Effectively, this
lets you choose the upgrade type:
• Keep personal files and apps
Most of your Windows desktop programs (and Windows
Store apps, if you’re upgrading from Windows 8.1) will
be preserved, as will most settings for user accounts.
9
Check hardware requirements and compatibility.
Any PC that runs Windows 7 or Windows 8.1 should be
capable of running Windows 10. Some hardware (printers
and scanners, for example) might require updated drivers.
Many of those drivers will be supplied by Windows Update
after you upgrade, but you can speed up the process by
checking the hardware manufacturer’s website first.
• Keep personal files only
This option discards all apps and settings but keeps
personal files for each user account. The end result is the
same as a clean install without the need to back up and
restore personal files.
• Nothing
This option is, effectively, a clean install. You’ll need to
re-create your user account when you first sign in.
9
Install BIOS and firmware updates before
upgrading.
Every PC includes built-in software that manages the start-
up process before Windows takes over. In older PC designs,
this software is called the BIOS. On newer PCs that use the
UEFI standard, it’s known as firmware. Check with the PC
9
Write down any network settings.
The upgrade process should preserve your network settings.
But just in case it doesn’t, make a note of any special network
settings, including Wi-Fi passwords, that you might need to
re-enter after the upgrade is complete.
5

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