Technology Tales

Upgrading from Windows 7 to Windows 8 in a VMWare Virtual Machine

1^st November 2012

Though my main home PC runs Linux Mint, I do like to have the facility to use Windows software occasionally, and virtualisation has allowed me to continue doing that. For a good while, it was a Windows 7 guest within a VirtualBox virtual machine and, before that, one running Windows XP fulfilled the same role. However, it did feel as if things were running slower in VirtualBox than once might have been the case, so I jumped ship to VMware Player. While it may be proprietary and closed source, it is free of charge and has been doing what was needed. A subsequent recent upgrade of a video driver on the host operating system allowed the enabling of a better graphical environment in the Windows 7 guest.

Instability

However, there were issues with stability and I lost the ability to flit from the VM window to the Linux desktop at will, with the system freezing on me and needing a reboot. Working in Windows 7 using full screen mode avoided this, yet it did feel as I was constrained to working on a Windows-only machine whenever I did so. The graphics performance was imperfect too, with screening refreshing being very blocky with some momentary scrambling whenever I opened the Start menu. Others would not have been as patient with that as I was, though there was the matter of an expensive Photoshop licence to be guarded too.

In hindsight, a bit of pruning could have helped. An example would have been driver housekeeping in the form of removing VirtualBox Guest Additions because they could have been conflicting with their VMware counterparts. For some reason, those thoughts entered my mind to make me consider another, more expensive option instead.

Considering NAS & Windows/Linux Networking

That would have taken the form of setting aside a PC for running Windows 7 and having a NAS for sharing files between it and my Linux system. In fact, I did get to exploring what a four bay QNAP TS-412 would offer me and realised that you cannot put normal desktop hard drives into devices like that. For a while, it looked as if it would be a matter of getting drives bundled with the device or acquiring enterprise grade disks to main the required continuity of operation. The final edition of PC Plus highlighted another one, though: the Western Digital Red Pro range. These are part way been desktop and enterprise classifications and have been developed in association with NAS makers too.

While looking at the NAS option certainly became an education, it has exited any sort of wish list that I have. After all, it is the cost of such a setup that gets me asking if I really need such a thing. While the purchase of a Netgear FS 605 Ethernet switch would have helped incorporate it, there has been no trouble sorting alternative uses for that device since it bumps up the number of networked devices that I can have, never a bad capability to have. As I was to find, there was a less expensive alternative that would become sufficient for my needs.

In-situ Windows 8 Upgrade

Microsoft has been making available evaluation copies of Windows 8 Enterprise that last for 90 days before expiring. One is in my hands has been running faultlessly in a VMware virtual machine for the past few weeks. That made me wonder if upgrading from Windows 7 to Windows 8 help with my main Windows VM problems. Being a curious risk-taking type I decided to answer the question for myself using the £24.99 Windows Pro upgrade offer that Microsoft have been running for those not needing a disk up front; they need to pay £49.99 while you can get one afterwards for an extra £12.99 and £3.49 postage if you wish, a slightly cheaper option. Though there also was a time cost in that it occupied a lot of a weekend for me, it seems to have done what was needed, so it was worth the outlay.

Given the element of risk, Photoshop was deactivated to be on the safe side. That wasn't the only pre-upgrade action that was needed because the Windows 8 Pro 32-bit upgrade needs at least 16 GB before it will proceed. Of course, there was the matter of downloading the installer from the Microsoft website too. This took care of system evaluation and paying for the software, as well as the actual upgrade itself.

The installation took a few hours, with virtual machine reboots along the way. Naturally, the licence key was needed too, as well as the selection of a few options, though there weren't many of these. Being able to carry over settings from the pre-existing Windows 7 instance certainly helped with this and with making the process smoother too. No software needed reinstatement, and it doesn't feel as if the system has forgotten very much at all, a successful outcome.

Post-upgrade Actions

Just because I had a working Windows 8 instance didn't mean that there wasn't more to be done. In fact, it was the post-upgrade sorting that took up more time than the actual installation. For one thing, my digital mapping software wouldn't work without .Net Framework 3.5 and turning on the operating system feature from the Control Panel fell over at the point where it was being downloaded from the Microsoft Update website. Even removing Avira Internet Security after updating it to the latest version had no effect, and that was a finding during the Windows 8 system evaluation process. The solution was to mount the Windows 8 Enterprise ISO installation image that I had and issue the following command from a command prompt running with administrative privileges:

dism.exe /online /enable-feature /featurename:NetFX3 /Source:d:\sources\sxs /LimitAccess

For sake of assurance regarding compatibility, Avira has been replaced with Trend Micro Titanium Internet Security. The Avira licence won't go to waste, since I have another home in mind for it. Removing Avira without crashing Windows 8 proved impossible, though, and necessitating booting Windows 8 into Safe Mode. Because of much faster startup times, that cannot be achieved with a key press at the appropriate moment because the time window is too short now. One solution is to set the Safe Boot tick box in the Boot tab of MSCONFIG (or System Configuration, as it otherwise calls itself) before the machine is restarted. While there may be others, this was the one that I used. With Avira removed, clearing the same setting and rebooting restored normal service.

Dealing with a Dual Personality

One observer has stated that Windows 8 gives you two operating systems for the price of one: the one on the Start screen and the one on the desktop. Having got to wanting to work with one at a time, I decided to make some adjustments. Adding Classic Shell got me back a Start menu, and I omitted the Windows Explorer (or File Explorer as it is known in Windows 8) and Internet Explorer components. Though Classic Shell will present a desktop like what we have been getting from Windows 7 by sweeping the Start screen out of the way for you, I found that this wasn't quick enough for my liking, so I added Skip Metro Suite to speed up things. Though the tool does more than sweeping the Start screen out of the way, I have switched off these functions. Classic Shell also has been configured, so the Start screen can be accessed with a press of the Windows key. It has updated too so that boot into the desktop should be faster now. As for me, I'll leave things as they are for now. Even the possibility of using Windows' own functionality to go directly to the traditional desktop will be left untested while things are left to settle. Tinkering can need a break.

Outcome

After all that effort, I now have a seemingly more stable Windows virtual machine running Windows 8. Flitting between it and other Linux desktop applications has not caused a system freeze so far, and that was the result that I wanted. There now is no need to consider having separate Windows and Linux PC's with a NAS for sharing files between them, so that option is well off my wish-list. There are better uses for my money.

Not everyone has had my experience, though, because I saw a report that one user failed to update a physical machine to Windows 8 and installed Ubuntu instead; they were a Linux user anyway, even if they used Fedora more than Ubuntu. It is possible to roll back from Windows 8 to the previous version of Windows because there is a windows.old directory left primarily for that purpose. However, that may not help you if you have a partially operating system that doesn't allow you to do just that. In time, I'll remove it using the Disk Clean-up utility by asking it to remove previous Windows installations or running File Explorer with administrator privileges. Somehow, the former approach sounds the safer.

What About Installing Afresh?

While there was a time when I went solely for upgrades when moving from one version of Windows to the next, the annoyance of the process got to me. If I had known that installing the upgrade twice onto a computer with a clean disk would suffice, it would have saved me a lot. Staring from Windows 95 (from the days when you got a full installation disk with a PC and not the rescue media that we get now) and moving through a sequence of successors not only was time-consuming, but it also revealed the limitations of the first in the series when it came to supporting more recent hardware. It was enough to have me buying the full retailed editions of Windows XP and Windows 7 when they were released; the latter got downloaded directly from Microsoft. While these were retail versions that you could move from one computer to another, Windows 8 will not be like that. In fact, you will need to get its System Builder edition from a reseller and that can only be used on one machine. It is the merging of the former retail and OEM product offerings.

What I have been reading is that the market for full retail versions of Windows was not a big one anyway. However, it was how I used to work as you have read above, and it does give you a fresh system. Most probably get Windows with a new PC and don't go building them from scratch like I have done for more than a decade. Maybe the System Builder version would apply to me anyway, and it appears to be intended for virtual machine use as well as on physical ones. More care will be needed with those licences by the looks of things, and I wonder what needs not to be changed so as not to invalidate a licence. After all, making a mistake might cost between £75 and £120 depending on the edition.

Final Thoughts

So far, Windows 8 is treating me well, and I have managed to bend to my will too, always a good thing to be able to say. In time, it might be that a System Builder copy could need buying yet, but I'll leave well alone for now. Though I needed new security software, the upgrade still saved me money over a hardware solution to my home computing needs and I have a backup disk on order from Microsoft too. That I have had to spend some time settling things was a means of learning new things for me but others may not be so patient and, with Windows 7 working well enough for most, you have to ask if it's only curious folk like me who are taking the plunge. Still, the dramatic change has re-energised the PC world in an era when smartphones and tablets have made so much of the running recently. That too is no bad thing because an unchanging technology is one that dies and there are times when significant changes are needed, as much as they upset some folk. For Microsoft, this looks like one of them, and it'll be interesting to see where things go from here for PC technology.

New version of ZoneAlarm Security Suite

1^st April 2007