Technology Tales

More thoughts on Windows 10

Now that I have left Windows 8.x behind me and there are a number of my machines running Windows 10, I have decided to revisit my impressions of the operating system. The first Technical Preview was something that I installed in a virtual machine, and I have been keeping an eye on how things have developed since then and intend to retain a Windows Insider installation to see what might be heading our way as Windows 10 evolves as now expected.

After elaborating on the all important upgrade process earlier, I am now moving onto other topics. While the Start Menu is a big item, there are others, as you will see below.

Start Menu

Let's start with an admission: the prototype Start Menu that we got in the initial Windows 10 Technical Preview was more to my liking. Unpinning all the tiles allowed the menu to collapse back to the sort of width that anyone familiar with Windows 7 would have liked. If there was a setting to expunge all tiles at once and produce this state, I would have been well happy.

It was later that we got to learn that Microsoft was not about to consign the Windows 8 Modern interface entirely to history, as many would have wanted. Some elements remain with us, such as a Start Menu with a mandatory area for tiles and the ability to have it display full screen. Some are live, only for this can be turned off on a tile by tile basis and unneeded ones can be removed altogether. It is even possible to uninstall most apps by right-clicking on a tile or other Start Menu entry and selecting the required option from the resulting context menu. For others, there is a command line alternative that uses PowerShell to do removals. After this pruning, things were left in such a state that I have not been moved to restore Classic Shell so far.

While the Start Menu settings used to be in the same place as those for the taskbar, they are found now in the new Settings tool. Some are in the Personalisation section, and it has its own Start subsection for setting full screen mode or highlighting of new apps, among other things. The equivalent Colours subsection is where you find other settings like assigning background colours based on those in a desktop background image, which itself is assigned in it own subsection in the Personalisation area.

Virtual Desktops

Initially, I failed to see the point in how Microsoft implemented these and favoured VirtuaWin instead. My main complaint was the taskbar showed buttons for all open apps regardless of the screen in which they are opened. However, that was changed, so your taskbar shows different buttons for each virtual desktop, just like the way that Linux and UNIX do things. Switching between desktops may not be as smooth as those yet, but the default setting is a move in the right direction, and you can change it if you like.

Cortana

Though this was presented to the world as a voice operated personal assistant like Apple's Siri, I cannot say that I am keen on such things, so I decided to work as I usually do instead. Keyboard interaction works fine, and I have neutered things to leave off web searches on Bing to use the thing much in the same way as the search box on the Windows 7 Start Menu. While it may be able to do more than that, I am more than happy to keep my workflow unchanged for now. Cortana's settings are available via its pop-up menu. Collapsing the search box to an icon to save space for your pinned and open applications is available from the Search section of the taskbar context menu (right-clicking the taskbar produces this).

Settings

In Windows 8.x, the Control Panel was not the only area for settings but remained feature complete. However, the same is not the case for Windows 10 where the new Settings panel is starting to take over from it. Though the two co-exist for now, it seems clear that Settings is where everything is headed.

Though the Personalisation section of the tool has been mentioned in relation to the Start Menu, there are plenty of others. For instance, the Privacy one is one that definitely needs reviewing, and I found myself changing a lot of the default settings in there. Naturally, there are some other sections in Settings that hardly need any attention from most of us and these include Ease of Access (accessibility), Time & language, Devices and Network & Internet. The System section has a few settings like tablet mode that may need review, while the Update & security one has backup and recovery subsections that may be of interest. The latter of these is where you find the tools for refreshing the state of the system following instability or returning to a previous Windows version (7 or 8.x) within thirty days of the upgrade.

Migrating to Windows 10

While I have had preview builds of Windows 10 in various virtual machines for the most of twelve months, actually upgrading physical and virtual devices that you use for more critical work is a very different matter. Also, Windows 10 is set to be a rolling release with enhancements coming on an occasional basis, so I would like to see what comes before it hits the actual machines that I need to use. That means that a VirtualBox instance of the preview build is being retained to see what happens to that over time.

While some might call it incautious, I have taken the plunge and completely moved from Windows 8.1 to Windows 10. The first machine that I upgraded was more expendable, and success with that encouraged me to move onto others before even including a Windows 7 machine to see how that went. The 30-day restoration period allows an added degree of comfort when doing all this. The list of machines that I upgraded were a VMware VM with 32-bit Windows 8.1 Pro (itself part of a 32-bit upgrade cascade involving Windows 7 Home and Windows 8 Pro), a VirtualBox VM with 64-bit Windows 8.1, a physical PC that dual booted Linux Mint 17.2 and 64-bit Windows 8.1 and an HP Pavilion dm4 laptop (Intel Core i3 with 8 GB RAM and a 1 TB SSHD) with Windows 7.

The main issue that I uncovered with the virtual machines is that the Windows 10 update tool that is downloaded onto Windows 7 and 8.x does not accept the graphics capability on there. This is a bug because the functionality works fine on the Windows Insider builds. The solution was to download the appropriate Windows 10 ISO image for use in the ensuing upgrade. There are 32-bit and 64-bit disk images with Windows 10 and Windows 10 Pro installation files on each. My own actions used both disk images.

During the virtual machine upgrades, most of the applications that considered important were carried over from Windows 8.1 to Windows without a bother. Anyone would expect Microsoft's own software like Word, Excel and others to make the transition, but others like Adobe's Photoshop and Lightroom made it too, as did Mozilla's Firefox, albeit requiring a trip to Settings to set it as the default option for opening web pages. Less well-known desktop applications like Zinio (digital magazines) or Mapyx Quo (maps for cycling, walking and the like) were the same. Classic Shell was an exception but the Windows 10 Start Menu suffices for now anyway. Also, there was a need to reinstate Bitdefender Antivirus Plus using its new Windows 10 compatible installation file. Still, the experience was a big change from the way things used to be in the days when you used to have to reinstall nearly all your software following a Windows upgrade.

The Windows 10 update tool worked well for the Windows 8.1 PC, so no installation disks were needed. Neither was the bootloader overwritten so the Windows option needed selecting from GRUB every time there was a system reboot as part of the installation process, a temporary nuisance that was tolerated since booting into Linux Mint was preserved. Again, no critical software was lost in the process apart from Kaspersky Internet Security, which needed the Windows 10 compatible version installed, much like Bitdefender, or Epson scanning software that I found was easy to reinstall anyway. Usefully, Anquet's Outdoor Map Navigator (again used for working with walking and cycling maps) continued to function properly after the changeover.

For the Windows 7 laptop, it was much the same story, albeit with the upgrade being delivered using Windows Update. Then, the main Windows account could be connected to my Outlook account to get everything tied up with the other machines for the first time. Before the obligatory change of background picture, the browns in the one that I was using were causing interface items to appear in red, not exactly my favourite colour for application menus and the like. Now they are in blue, and all the upheaval surrounding the operating system upgrade had no effect on the Dropbox or Kaspersky installations that I had in place before it all started. If there is any irritation, it is that unpinning of application tiles from the Start Menu or turning off live tiles is not always as instantaneous as I would have liked, and that is all done now anyway.

While writing the above, I could not help thinking that more observations on Windows 10 may follow, but these will do for now. Microsoft had to get this upgrade process right, and it does appear that they have, so credit is due to them for that. So far, I have Windows 10 to be stable and will be seeing how things develop from here, especially when those new features arrive occasionally as is the promise that has been made to us users. Hopefully, that will be as painless as it needs to be to ensure trust is retained.

Migrating a virtual machine from VirtualBox to VMware Player on Linux

The progress of Windows 10 is something that I have been watching. Early signs have been promising, and the most recent live event certainly contained its share of excitement. The subsequent build that was released was another step in the journey, though the new Start Menu appears more of a work in progress than it did in previous builds. Keeping up with these advances sometimes steps ahead of VirtualBox support for them, and I discovered that again in the last few days. VMware Player seems unaffected, so I thought that I'd try a migration of the VirtualBox VM with Windows 10 onto there. In the past, I did something similar with a 32-bit instance of Windows 7 that subsequently got upgraded all the way up to 8.1, but that may not have been as slick as the latest effort, so I thought that I would share it here.

The first step was to export the virtual machine as an OVF appliance, and I used File > Export Appliance... only to make a foolish choice regarding the version of OVF. The one that I picked was 2.0 only to subsequently discover that 1.0 was the better option. The equivalent command line would look like the following (there are two dashes before the ovf10 option below):

VboxManage export [name of VM] -o [name of file].ova --ovf10

VMware has a tool for extracting virtual machines from OVF files that will generate a set of files that will work with Player and other similar products of theirs. It goes under the unsurprising name of OVF Tool and usefully works from a command line session. When I first tried it with an OVF 2.0 files, I got the following error, and it stopped doing anything as a result:

Line 2: Incorrect namespace http://schemas.dmtf.org/ovf/envelope/2 found.

The only solution was to create a version 1.0 file and use a command like the following:

ovftool --lax [name of file].ova [directory location of VM files]/[name of file].vmx

The --lax option is needed to ensure successful execution, even with an OVF 1.0 file as the input. Once I had done this on my Ubuntu GNOME system, the virtual machine could be opened up on VMware Player and I could use the latest build of Windows 10 at full screen, something that was not possible with VirtualBox. This may be how I survey the various builds of the operating that appear before its final edition is launched later this year.

Initial impressions of Windows 10

Being ever curious on the technology front, the release of the first build of a Technical Preview of Windows 10 was enough to get me having a look at what was on offer. The furore regarding Windows 8.x added to the interest, so I went to the download page to get a 64-bit installation ISO image.

That got installed into a fresh VirtualBox virtual machine and the process worked smoothly to give something not so far removed from Windows 8.1. However, it took until release 4.3.18 of VirtualBox before the Guest additions had caught up with the Windows prototype, so I signed up for the Windows Insider program and got a 64-bit ISO image to install the Enterprise preview of Windows 10 into a VMware virtual machine since and that supported full screen display of the preview while VirtualBox caught up with it.

Of course, the most obvious development was the return of the Start Menu, and it works exactly as expected too. Initially, the apparent lack of an easy way to disable App panels had me going to Classic Shell for an acceptable Start Menu. It was only later that it dawned on me that unpinning these panels would deliver to me the undistracting result that I wanted.

Another feature that attracted my interest is the new virtual desktop functionality. Here I was expecting something like what I have used on Linux and UNIX. There, each workspace is a distinct desktop, with only the applications open in a given workspace showing on a panel in there. Windows does not work that way with all applications visible on the taskbar regardless of what workspace they occupy, which causes clutter. Another deficiency is not having a desktop indicator on the taskbar instead of the Task View button. On Windows 7 and 8.x, I have been a user of VirtuaWin and this still works largely in the way that I expect of it too, except for any application windows that have some persistence associated with them; the Task Manager is an example and I include some security software in the same category too.

Even so, here are some keyboard shortcuts for anyone who wants to take advantage of the Windows 10 virtual desktop feature:

• Create a new desktop: Windows key + Ctrl + D
• Switch to previous desktop: Windows key + Ctrl + Left arrow
• Switch to next desktop: Windows key + Ctrl + Right arrow

Otherwise, stability is excellent for a preview of a version of Windows that is early on its road to final release. An upgrade to a whole new build went smoothly when initiated following a prompt from the operating system itself. All installed applications were retained, and a new taskbar button for notifications made its appearance alongside the existing Action Centre icon. So far, I am unsure what this does and whether the Action Centre button will be replaced in the fullness of time, yet I am happy to await where things go with this.

All is polished up to now, and there is nothing to suggest that Windows 10 will not be to 8.x what 7 was to Vista. The Start Screen has been dispatched after what has proved to be a misadventure for Microsoft. Regardless of what was hyped a few years ago, the PC still is with us; touchscreen devices like tablets are augmenting it instead of replacing it for any tasks involving some sort of creation. If anything, we have seen the PC evolve with laptops perhaps becoming more like the Surface Pro, at least when it comes to hybrid devices. However, we are not as happy to smudge our PC screens quite like those on phones and tablets, so a return to a more keyboard and mouse centred approach for some devices is welcome.

What I have here are just a few observations; there are more elsewhere, including a useful article by Ed Bott on ZDNet. All in all, we are early in the process for Windows 10 and, though it looks favourable so far, I will continue to keep an eye on how it progresses. The need to be less experimental than Windows 8.x is being fulfilled: so far, it certainly is less schizophrenic and should not be a major jump for users of Windows 7.

A reappraisal of Windows 8 and 8.1 licensing

With the release of Windows 8 around this time last year, I thought that the full retail version that some of us got for fresh installations on PC's, real or virtual, had become a thing of the past. In fact, it did seem that every respecting technology news website and magazine was saying just that. The release that you would buy from Microsoft or from mainstream computer stores was labelled as an upgrade. That made it look as if you needed the OEM or System Builder edition for those PC's that needed a new Windows installation, and that the licence that you bought was then attached to the machine from when it got installed on there.

As is usual with Microsoft, the situation is less clear-cut than that. For instance, there was some back-pedalling to allow OEM editions of Windows to be licensed for personal use on real or virtual PC's. With Windows 7 and its predecessors, it even was possible to be able to install afresh on a PC without Windows by first installing on inactivated copy on there and then upgrading that as if it were a previous version of Windows. Of course, an actual licence was of the previous version of Windows was needed for full compliance, if not the actual installation. At times, Microsoft muddies waters to keep its support costs down.

Even with Microsoft's track record in mind, it still surprised me when I noticed that Amazon was selling what appeared to be full versions of both Windows 8.1 and Windows 8.1 Pro. Having set up a 64-bit VirtualBox virtual machine for Windows 8.1, I got to discover the same for software purchased from the Microsoft website. However, unlike the DVD versions, you do need an active Windows installation if you fancy a same day installation of the downloaded software. For those without Windows on a machine, this can be as simple as downloading either the 32-bit or the 64-bit 90-day evaluation editions of Windows 8.1 Enterprise and using that as a springboard for the next steps. Though this not only be an actual in-situ installation, there are options to create an ISO or USB image of the installation disk for later installation.

In my case, I created a 64-bit ISO image and used that to reboot the virtual machine that had Windows 8.1 Enterprise on there before continuing with the installation. By all appearances, there seemed to be little need for a pre-existing Windows instance for it to work, so it looks as if upgrades have fallen by the wayside and only full editions of Windows 8.1 are available now. The OEM version saves money so long as you are happy to stick with just one machine, and most users probably will do that. As for the portability of the full retail version, that is not something that I have tested, so I am unsure that I will go beyond what I have done already.

My main machine has seen a change of motherboard, CPU and memory, so it could have deactivated a pre-existing Windows licence. However, I run Linux as my main operating system and, apart possibly from one surmountable hiccup, this proves surprisingly resilient in the face of such major system changes. For running Windows, I turn to virtual machines and there were no messages about licence activation during the changeover either. Microsoft is anything but confiding when it comes to declaring what hardware changes inactivate a licence. Changing a virtual machine from VirtualBox to VMware or vice versa definitely does it, so I tend to avoid doing that. One item that is fundamental to either a virtual or a real PC is the motherboard, and I have seen suggestions that this is the critical component for Windows licence activation, which would make sense if that was the case.

However, this rule is not hard and fast either, since there appears to be room for manoeuvre should your PC break. It might be worth calling Microsoft after a motherboard replacement to see if they can help you, and I have noticed that it is. All in all, Microsoft often makes what appear to be simple rules only to override them when faced with what happens in the real world. Is that why they can be unclear about some matters at times? Do they still hanker after how they want things to be, even when they are impossible to keep like that?

Yet another useful Windows shortcut

During the week, I needed to go to a client to upgrade the laptop that they'd given me for doing work for them. The cause was their migration from Windows XP to Windows 7. Office 2010 also came with the new set-up, and they replaced the machines with new ones too. As part of doing this, they carried out upgrade training and this is when I got to learn a thing or two.

While I may have been using Windows 7 since the beta releases first were made available, I am under no illusions that I know all there is to be known about the operating system. Included among the things of which I wasn't aware was a shortcut key combination for controlling display output from the HP laptop that I'd been given. This is the Windows key + P. This brings up a dialogue screen from which you can select the combination that you need and that includes extending the display across two different screens, such as that of the laptop and an external monitor. Going into the display properties will fine tune things such as what is the main display and the placement of the desktops; there's no point in having Windows thinking that the external screen is to your left when in fact it is on the right.

Another interesting shortcut is the Windows key + TAB. This affects the Aero application view and repeating the combination cycles through the open applications, or you can use a mouse wheel to achieve the same end. With ALT + TAB and the taskbar still about, this might appear more of a curiosity, but some may still find it handy, so I've shared it here too.

All in all, it's best never to think that you know enough about something because there's always something new to be learned, and it's always the smallest of things that proves to be the most helpful. With every release of Windows, that always seems to be the case and Windows 8 should not be any different, even if all the talk is about its Metro interface. A beta release is due in the spring of 2012, so we'll have a chance to find out then. You never can stop learning about this computing business.

Changing Outlook usage habits

Given that I have been using it for so long, I shouldn't be discovering new things with Outlook. However, there is one thing that I have been doing for years: leaving messages set as unread until I have dealt with them. Now that I look at it, it seems a terrible habit compared with an alternative that I recently found.

Quite why I haven't been flagging messages for follow-up instead is beyond me. Is it because I worked with Outlook 2000 at my place of work for so long, and the arrival of Outlook 2007 into my life wasn't sufficient to force a change of habits? In fact, it has taken a downgrade to Outlook 2003 to make it dawn on me; it was the sight of search folder for messages marked for follow-up that triggered the realisation.

Speaking of old habits, there is one that I'll be dropping: setting up loads of rules, allegedly for organising messages. Given that they were the cause of my missing emails quite a few times, it's one more nuisance that needed to be left behind me.