Upgrading from Windows XP to Vista.

Is really easy with Windows Easy Transfer
(http://www.microsoft.com/windows/windows-vista/features/easy-transfer.aspx)

I’m a fan of the clean operating system install, rather than an operating system upgrade install.
The bad thing about clean installs is that it removes all of yours, and any other users settings.

You can here the complaints now “I’ve lost my favourites” whinge whinge whine whine.

Windows Easy Transfer can help here.  It can transfer all your settings, documents and pictures across to the new computer.  EVEN computer encryption certificates (EFS and Internet certificates).  Certificate transfer is a BIG THING, as the other Microsoft product, USMT, couldn’t do this, until recently.

Backing up
Windows Easy Transfer Start Screen

You get three choices on how to transfer the files.  I picked the “CD, DVD or other removable medium” because I had an external hard disk, and was formatting the current computer (aka, a bare metal install).
Windows Easy Transfer  - Install choices

You can password protect your backup file.  It’s a good idea, but don’t forget the password.
Windows Easy Transfer - pick a password

You’ll be asked what you want to transfer.  I picked “All user accounts …” as there were several accounts on this Windows XP computer.
Important point: make sure you have the passwords available for all the user accounts, as you will need them later.
Windows Easy Transfer - choices

Windows Easy Transfer now goes off and checks what can be transferred.  You will see this screen.
Windows Easy Transfer - pick what to transfer

You’ll remember that I selected the “All files … ” option.  When it says “All files … “, Windows Easy Transfer goes out looking for everything, including external hard drives.  I’ve deselected them here, and the transfer file size changed from 497GB –> 17GB.
Windows Easy Transfer - deselected choices

Here are some of the Windows settings which will be transferred.
Windows Easy Transfer - Windows Settings

Clicking next will kick off the transfer file creation process.
Windows Easy Transfer - File transfer process - 1 Windows Easy Transfer - File transfer process - 2

And,
Windows Easy Transfer - Backup process completed
you’re done with the export of your data files and settings.

Restoring
Windows Easy Transfer - Start of restore process
… shows the start of the restore process.  Remembering how I said, choose which accounts you want to transfer, this is why.  You have to map an old account to a new account.

Windows Easy Transfer - Restore process no choices
Yes, you do get to see what is going to be restored, but you don’t get a choice to unselect.

Windows Easy Transfer - Restore finished
The transfer is complete, and gee, we transferred a lot of files.

Windows Easy Transfer - Restore password request
This is the end of the process.  Windows Easy Transfer will ask for the password of each user you transferred, when they logged on.  This is so any encrypted files, and web site security certificates, can be used in Vista.  It’s a great feature, as the any other way would see you lose encrypted files and certificates when you backup.

Done!

Things to note:

  1. You need to know the passwords, or have access to them, for the accounts you are backing up.
  2. Only backup those accounts that you need to.  When you are running the restore process, you don’t get a choice of what accounts you are going to restore.
  3. Only backup files and settings you actually need.  That’s because you don’t get to choose what you can restore.
  4. For picky users, screenshot their desktop so you can get the same look and feel in Vista.
  5. While you should not have to, I’d recommend backing up the security certificates for each user you are transferring, separately.
    (here’s one step on instructions http://www.stanford.edu/services/encryption/desktop/windows/efs/backup_xp.html)

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