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OS Upgrade and Installation Overview

Jun 11, 2025

Overview

This lecture explains the differences between upgrading and installing an operating system, key considerations for each method, and the requirements for upgrading to Windows 11.

Upgrade vs. Clean Install

  • Upgrade keeps all applications, files, user data, and settings while updating the operating system.
  • Clean Install deletes all data and files, creating a fresh installation of the operating system.
  • Upgrading is faster and maintains user configurations; ideal for systems with multiple users or complex settings.
  • Clean installs require backing up all important data and preferences beforehand to prevent data loss.

Process of Upgrade and Clean Install

  • In-place upgrades start from within the existing OS, preserving files and settings.
  • Clean installs begin by booting from installation media, wiping all existing data and partitions.
  • Always back up data before a clean install, even if users think they will not need old files.
  • Installation tools typically include built-in partitioning and formatting features.
  • Check for hidden partitions on the drive before reinstalling to avoid accidental data loss.

Pre-Installation Requirements

  • Verify system meets memory, storage, and hardware requirements for the new operating system.
  • Use tools like Microsoft's PC Health Check to confirm hardware compatibility, especially for Windows 11.
  • Prepare answers for installation prompts such as drive selection, partition configurations, and license keys.
  • Check software and device driver compatibility with the new OS.

Windows 11 Specific Requirements

  • Windows 11 requires TPM 2.0, secure boot, and a UEFI BIOS.
  • Use TPM management console (tpm.msc) to view TPM details.
  • Use Windows System Information to check secure boot status.
  • Older hardware lacking UEFI BIOS may not support Windows 11 and could require replacement.

Operating System Support Life Cycle

  • OS manufacturers provide support calendars with quality (security) and feature update schedules.
  • Support for most operating systems lasts 18 to 36 months depending on version.
  • Microsoft’s "modern life cycle policy" details Windows product support timelines.

Key Terms & Definitions

  • Upgrade — Updating the operating system while preserving applications, data, and settings.
  • Clean Install — Installing a new OS after deleting all previous data, settings, and applications.
  • TPM (Trusted Platform Module) — Motherboard hardware required for certain security features.
  • UEFI BIOS — Modern BIOS standard supporting secure boot needed for Windows 11.
  • Secure Boot — BIOS feature ensuring only trusted operating system software loads.

Action Items / Next Steps

  • Back up all important files and user preferences before installing a new OS.
  • Run PC Health Check (Windows 11) or similar tool to confirm hardware compatibility.
  • Check compatibility of all critical applications and drivers with the new OS.
  • Gather required installation information and license keys before starting the process.