Technology Tales

Adventures & experiences in contemporary technology

A reappraisal of Windows 8 and 8.1 licensing

15th November 2013

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 Microsft 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 & 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 was 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 so as to keep its support costs down.

Even with Microsoft’s track record in mind, it still did surprise 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 discovering the same for software purchased from the Microsoft web site. 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. This not only be an actual in-situ installation but there 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 and 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 de-activated 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 so does it so I tend to avoid doing that. One item that is fundamental to either a virtual or a real PC is the mainboard and I have seen suggestions that this is the critical component for Windows licence activation and it 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 seen 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?

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

1st November 2012

Though my main home PC runs Linux Mint, I do like to have the facility to use Windows software from time to time 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 and I jumped ship to VMware Player. It may be proprietary and closed source but it is free of charge and has been doing what was needed. A subsequent recent upgrade of 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 but it did feel as I was constrained to working in a Windows 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 and I was pondering 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 so as to main the required continuity of operation. The final edition of PC Plus highlighted another one though: the Western Digital Red range. These are part way been desktop and enterprise classifications and have been developed in association with NAS makers too.

Looking at the NAS option certainly became an education but it has exited any sort of wish list that I have. After all, there is the cost of such a setup and it’s enough to get me asking if I really need such a thing. The purchase of a Netgear FS 605 ethernet switch would have helped incorporate it but there has been no trouble sorting alternative uses for it 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 became sufficient for my needs.

In-situ Windows 8 Upgrade

Microsoft have 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 but you can get one afterwards for an extra £12.99 and £3.49 postage if you wish, a slightly cheaper option. There also was a time cost in that it occupied a lot of a weekend on me but 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-exisiting 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 form 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 it 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 (it’s all one line though that’s wrapped here):

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 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 tickbox in the Boot tab of Msconfig (or System Configuration as it otherwise calls itself) before the machine is restarted. There may be others but 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 in 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 left out 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 do this and it seemed to do that a little faster. The tool does more than sweeping the Start screen out of the way but I have switched off these functions. Classic Shell also has been configured so the Start screen can be accessed with a press of Windows key but you can have it as you wish. 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. These were retail versions that you could move from one computer to another but 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 big 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.

Installing VMware Player 4.04 on Linux Mint 13

15th July 2012

Curiosity about the Release Preview of Windows 8 saw me running into bother when trying to see what it’s like in a VirtualBox VM. While doing some investigations on the web, I saw VMware Player being suggested as an alternative. Before discovering VirtualBox, I did have a licence for VMware Workstation and was interested in seeing what Player would have to offer. The, it was limited to running virtual machines that were created using Workstation. Now, it can create and manage them itself and without any need to pay for the tool either. Registration on VMware’s website is a must for downloading it though but that’s no monetary cost.

One I had downloaded Player from the website, I needed to install it on my machine. There are Linux and Windows versions and it was the former that I needed and there are 32-bit and 64-bit variants so you need to know what your system is running. With the file downloaded, you need to set it as executable and the following command should do the trick once you are in the right directory:

chmod +x VMware-Player-4.0.4-744019.i386.bundle

Then, it needs execution as a superuser. With sudo access for my user account, it was a matter of issuing the following command and working through the installation screens to instate the Player software on the system:

sudo ./VMware-Player-4.0.4-744019.i386.bundle

Those screens proved easy for me to follow so life would have been good if that were all that was needed to get Player working on my PC. Having Linux Mint 13 means that the kernel is of the 3,2 stock and that means using a patch to finish off the Player installation because the required VMware kernel modules seem to silently fail to compile during the installation process. This only manifests itself when you attempt to start Player afterwards to find a module installation screen appear. That wouldn’t be an issue of itself were it not for the compilation failure of the vmnet module and subsequent inability to start VMware services on the machine. There is a prompt to peer into the log file for the operation and that is a little uninformative for the non-specialist.

Rummaging around the web brought me to the requisite patch and it will work for Player 4.0.3 and Workstation 8.0.2 by default. Doing some tweaking allowed me to make it work for Player 4.04 too. My first step was to extract the contents of the tarball to /tmp where I could edit patch-modules_3.2.0.sh. Line 8 was changed to the following:

plreqver=4.0.4

With the amendment saved, it was time to execute the shell script as a superuser having made it executable before hand. This can be accomplished using the following command:

chmod +x patch-modules_3.2.0.sh && sudo ./patch-modules_3.2.0.sh

With that completed successfully, VMware Player ran as it should. An installation of Windows 8 into a new VM ran very smoothly and I was impressed with performance and responsiveness of the operating system within a Player VM. There are a few caveats though. First, it doesn’t run at all well with VMware Tools so it’s best to leave them uninstalled and it doesn’t seem to need them either; it was possible to set the resolution to the same as my screen and use the CTRL+ALT+ENTER shortcut to drop in and out of full screen mode anyway. Second, the unattended Windows installation wasn’t the way forward for setting up the VM but it was no big deal to have that experiment thwarted. The feature remains an interesting one though.

With Windows 8 running so well in Player, I was reminded of the sluggish nature of my Windows 7 VM and an issue with a Fedora 17 one too. The result was that I migrated the Windows 7 VM from VirtualBox to VMware and all is so much more responsive. Getting it there took not a little tinkering so that’s a story for another entry. On the basis of my experiences so far, I reckon that VMware Player will remain useful to me for a little while yet. Resolving the installation difficulty was worth that extra effort.

Do we need to pay for disk partitioning tools anymore?

29th November 2010

My early explorations of dual-booting of Windows and Linux led me into the world of disk partitioning. It also served a another use since any Windows 9x installations (that dates things a bit…) that I had didn’t have a tendency to last longer than six months at one point; putting the data on another partition meant that a fresh Windows installation didn’t jeopardise any data that I had should a mishap occur.

Then, Partition Magic was the favoured tool and it wasn’t free of charge, though it wasn’t extortionately priced either. For those operations that couldn’t be done with Windows running, you could create bootable floppy disks to get the system going in order to perform those. Thinking about it now, it all worked well enough and the usual caveats about taking care with your data applied as much then as they do now.

For the last few years, many Linux distributions have coming in the form of CD’s or DVD’s from which you can boot into a full operating system session, complete with near enough the same GUI that an installed version. When a PC is poorly, this is a godsend and makes me wonder how we managed without; having that visual way of saving data sounds all too necessary now. For me, the answer to that is that I misspent too many hours blundering blindly using the very limited Windows command line to get myself out of a crux. Looking back on it now, it all feels very dark compared to today.

Another good aspect to these Live Distribution Disks is that they come with hard disk partitioning tools such as the effective GParted. They are needed to configure hard drives during the actual installation process but they serve another process too: they can be used in place of the old proprietary software disks that were in use not so long ago. Being able to deal with the hard disk sizes available today is a very good thing as is coping with NTFS partitions along with the usual Linux options. The operations may be time consuming but they have seemed reliable so far and I hope that it stays that way in spite of any warning that get issued but you make any changes. Last weekend, I got to see a lot of what that means and I setting up my Toshiba Equium laptop for Windows/Ubuntu dual booting.

With the capability that is available both free of charge and free of limitations, you cannot justify paying for disk partitioning software nowadays and that’s handy when you consider the state of the economy. It also shows how things have changed over the last decade. Being able to load up a complete operating system from a DVD also serves to calm any nerves when a system goes down on you, especially when you surf the web to find a solution for the malady that’s causing the downtime.

Manually adding an entry for Windows 7 to an Ubuntu GRUB2 menu

21st November 2010

A recent endeavour of mine has been to set up a dual-booting arrangement on my Toshiba Equium laptop with Ubuntu 10.10 and Windows 7 side by side on there. However, unlike the same attempt with my Asus Eee PC where Windows XP coexists with Ubuntu, there was no menu entry on the GRUB (I understand that Ubuntu has had version 2 of this since 9.04 though the internal version is of the form 1.9x; you can issue grub-install -v at the command line to find out what version you have on your system) menu afterwards. Thankfully, I eventually figured out how to do this and the process is shared here in a more coherent order than the one in which I discovered all the steps.

The first step is to edit /etc/grub.d/40_custom (using SUDO) and add the following lines to the bottom of the file:

menuentry 'Windows 7' {
set root='(hd0,msdos2)'
chainloader +1
}

Since the location of the Windows installation can differ widely, I need to explain the “set root” line because (hd0,msdos2) refers to /dev/sda2 on my machine. More generally, hd0 (or /dev/sda elsewhere) refers to the first hard disk installed in any PC with hd1 (or /dev/sdb elsewhere) being the second and so on. While I was expecting to see entries like (hd0,6) in /boot/grub/grub.cfg, what I saw were ones like (hd0,msdos6) instead with the number in the text after the comma being the partition identifier; 1 is the first (sda1), 2 (sda2) is the second and so on. The next line (staring with chainloader) tells GRUB to load the first sector of the Windows drive so that it can boot. After all that decoding, my final remark on what’s above is a simple one: the text “Windows 7” is what will appear in the GRUB menu so you can change this as you see fit.

After saving 40_custom, the next step is to issue the following command to update grub.cfg:

sudo update-grub2

Once that has done its business, then you can look into /boot/grub/grub.cfg to check that the text added into 40_custom has found its way in there. That is important because this is the file read by GRUB2 when it builds the menu that appears at start-up time. A system reboot will prove conclusively that the new entry has been added successfully. Then, there’s the matter of selectively to see if Windows loads properly like it did for me, once I chose the correct disk partition for the menu entry, that is!

A move to Ubuntu?

30th October 2007

After a pretty rotten weekend attempting to keep Windows XP running, I finally lost the will to persevere and began yearning for stability. That has taken me into the world of Ubuntu; I am writing this in Firefox running on the said Linux distribution. Thanks to the wonders of VMware, I have been able to observe the swish and slick nature of Ubuntu and I must that it did sway me. Installation has been slick and efficient and is a dream compared to XP, let alone previous Linux incarnations that I have encountered over the years. Start up is also speedy. All in all, there seems to be a certain confidence about the OS that was sadly absent from my Windows experience in recent times.

I am not deserting the world of Windows completely though. As it happens, I installed Ubuntu on a spare hard drive that I had so the Windows installation is still out there. In addition, VMware virtual machines should allow me to stay in there without the ever present risk of a PC getting rendered inoperable. There is also the unfinished business of making myself at home in Ubuntu, hopefully without my wrecking anything. I have yet to give my hardware a full work out to check that all is well. Setting up a web development capability is also on the cards as is getting those virtual machines. Assuming that there are no show stoppers, it could be an interesting ride.

From real to virtual…

9th February 2007

From real to virtual…

In a previous entry, I mused over a move from Windows to Linux, a suggestion being that Fedora Core Linux would be my base operating system with Windows installed in a Xen virtual machine. That, of course, led me to wonder how I would swap my current situation about: Linux in VM, Windows as host. Meantime, I discovered something that makes the whole process a little easier: VMware Convertor.

The Starter version can be downloaded free of charge while the Enterprise edition comes with VirtualCenter Management Server for corporate use. What it does is to make a virtual version of a real computer, a process that takes drive imaging much, much further. I have given it a whirl and the conversion seems to go well; the only thing left is for me to fire it up in VMware Workstation -- I believe that Player and Server will also run the VM that is created and, like Convertor Starter, they also can be downloaded free of charge; Workstation does everything for me so I haven’t looked beyond it, even though it did cost me money all those moons ago -- and get through licence activation issues without leaving me with no authorised Windows installation.

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