From: chuck@chuckstr89134.com
Sent: Tuesday, July 31, 2007 12:14 PM
To: Charles Strickland
Subject: #054b Vista Notes - Installation and Dynamic Disks
Newsletter

 

Hi Folks,

Here is the latest consolidation of the Vista notes I have collected from various newsletters.  It is lengthy, but there is a lot of good stuff in here. Enjoy.

Here is the Lockergnome guide on Installing Vista:

Introduction To Installing Vista (Part I)

You can perform two different types of installations depending on what you want to achieve and on the existing configuration of your computer. For example, if you do not want to lose any of your customized settings, then you probably will not want to perform a clean installation of Windows. On the other hand, if you want to return your computer to its original pristine condition, you should opt for a clean install of Windows. The two types of Windows installations include:

  • Upgrade
  • Clean Install

Upgrade
If your system is currently running Windows, you can perform an upgrade to Vista. You can upgrade from any of the following operating systems:

  • Windows XP Home to any version of Vista
  • Windows XP Professional to Vista Business or Ultimate editions
  • Windows XP Media Center to Vista Home Premium or Ultimate editions
  • Windows XP Tablet PC to Vista Business or Ultimate editions

Note: If you are running Windows 2000, you must perform a clean install of Vista.

The easiest way to find out if your computer can run Vista is to run the Vista Upgrade Advisor. After scanning your computer, the tool presents a report that identifies any issues and how to resolve before upgrading. It also helps you choose which version of Vista to install.

Clean Installation
The second type of installation that you can perform is a clean install. When you perform a clean install, you start over right from scratch. You have to reinstall your applications and restore your data after the setup of Vista is complete.

The main advantage to performing a clean install is that it cleans up your computer by getting rid of all the old files and programs that you no longer use and it gets rid of problems you may have been experiencing under the old setup. In other words, it returns your computer to pristine condition. Generally, performing a clean install results in a more reliable computer.

Aside from the amount of time that it takes, the main disadvantage to this installation type is that you have to reinstall applications and restore any data.

The next installment of this article will look more closely at performing a clean installation of Vista.

Introduction To Installing Vista (Part II)

You should complete some pre-installation steps before jumping into the Vista setup. One of the most important pre-installation steps is for you to verify that the hardware in your computer is compatible with Vista and that it meets the minimum hardware requirements. As I mentioned in Part I of this series, you can easily do this by running the Vista Upgrade Advisor. The results will tell you if any hardware does not meet the requirements to run Vista.

Vendors design their operating systems to run on a minimum set of hardware requirements to ensure adequate performance. Not meeting these requirements often results in a failed installation or at least poor performance.

The minimum hardware requirements for Vista include:

Vista Home Basic

  • 800-megahertz (MHz) 32-bit (x86) processor or 800-MHz 64-bit (x64) processor
  • 512 megabytes (MB) of system memory
  • DirectX 9-class graphics card
  • 32 MB of graphics memory
  • 20-gigabyte (GB) hard disk that has 15 GB of free hard disk space
  • Internal or external DVD drive
  • Internet access capability
  • Audio output capability

Vista Home Premium, Vista Business, Vista Enterprise, and Vista Ultimate

  • 1-gigahertz (GHz) 32-bit (x86) processor or 1-GHz 64-bit (x64) processor
  • 1 GB of system memory
  • Windows Aero-capable graphics card
  • 128 MB of graphics memory (minimum)
  • 40-GB hard disk that has 15 GB of free hard disk space
  • Internal or external DVD drive
  • Internet access capability
  • Audio output capability

Note: A Windows Aero-capable graphics card is a graphics card that meets the following requirements:

  • Supports a Windows Display Driver Model (WDDM) driver
  • Has a DirectX 9-class graphics processor unit (GPU) that supports Pixel Shader 2.0
  • Supports 32 bits per pixel
  • Passes the Windows Aero acceptance test in the Windows Driver Kit (WDK)

Keep in mind when you are choosing hardware that these are the bare minimum requirements to run the operating system and does not take into account any network services or applications that may be running on the computer. Plan to increase these requirements for optimal performance.

Microsoft has also published the Vista Hardware Compatibility List (HCL) which is a list of products that work with Vista. If your hardware is not present on the list it does not necessarily mean you cannot proceed with the installation but you should verify with the hardware manufacturer that the component is Vista ready.

In the next installment of this series, I will continue looking at some of the important pre-installation tasks that you need to perform before installing Vista.

Introduction To Installing Vista (Part III)

If you have ever taken a vacation, you can appreciate how smoothly things go when the trip is pre-planned, meaning tickets are booked, hotel accommodations are reserved and sightseeing trips organized. For those of you who prefer to fly by the seat of your pants, I am sure you have run into problems (that are avoidable with some pre-planning).

Installing an operating system is in some ways similar. Before rushing into the installation, you should take a bit of time to plan the process and complete some of the pre-installation tasks. This ensures that the installation process goes more smoothly.

One of the things you should do before installing any operating system is to assemble all the additional software that you might need. Aside from a copy of the operating system, you should consider obtaining the following software components so they are on hand after the installation:

  • Latest service pack (although not applicable to Vista at this time)
  • Important drivers
  • Operating system accessories
  • Essential applications

Service Packs
When a vendor releases an operating system, users quickly find all the problems and issues. While each individual bug can be resolved through a software patch, a service pack will usually include all the fixes for the issues identified since the release of the operating system. Service packs can also include other components such as security fixes.

Microsoft releases service packs for its operating systems to distribute updates for an operating system to its customers. Users can visit the vendor's Web site to download the service pack for installation or order the service pack on CD-ROM.

The purpose behind service packs is to fix known issues with an operating system, keep the product up-to-date, as well as introduce new features. Service packs can include any of the following:

  • Updates to the operating system
  • New administrative tools
  • Drivers
  • Additional components

It is common for vendors to release multiple service packs over time for a single operating system. Usually the service packs are cumulative so any new service packs will contain the fixes within a previous one along with additional updates.

Most people choose to install the latest service packs on their computers. It is an important step in maintaining a secure computer. You can download service packs from the Windows Updates Web site or you can use Automatic Updates to automatically download and install it for you.

Gathering Important Drivers
It is generally easier if all the latest drivers for your hardware are readily available. If your hardware components are older than Vista, the drivers may already be included with the operating system. However, it is best not to take a chance so you should have the CD that came with the device on hand in case you need the drivers.

Manufacturers frequently update drivers for their hardware components. Even if you have the drivers that came with the device, it does not hurt to visit the manufacturer's Web site to see if a newer version is available. Important drivers may include:

  • Motherboard chipset
  • Network adapter
  • Audio
  • Video
  • USB 2.0
  • FireWire
  • Modem

Introduction To Installing Vista (Part IV)

A clean installation of Vista may not include all the available operating system accessories. Vendors often make some accessories available as a separate or optional download. Your pre-installation tasks should include downloading any optional accessories you want to install so they are readily available after the setup of Vista.

Essential Application
After performing a clean installation of Vista, you need to reinstall all your applications. You need to determine which applications are essential and assemble the software so you can readily install them when completing post installation tasks.

Essential applications vary depending on the hardware in a computer and the tasks you want to perform. If you plan to do word processing, Microsoft Office may be an essential application. Conversely, if you plan to use your computer for digital imaging, photo-editing software may be top on your list.

Typically, essential applications will include:

  • AntiVirus/Spyware software
  • CD/DVD burning software
  • DVD player applications
  • Office suite
  • Digital photo-editing software

If you plan to install any older applications, you should also visit the vendor's Web site to verify that the software is compatible with Vista.

Now that you are familiar with some pre-installation tasks, you are ready to move on to installing Vista.

Introduction To Installing Vista (Part V)

The easiest way to start a new installation of Vista is to insert the CD into your CD-ROM drive and restart your computer. When prompted, press any key to boot from the CD (this is of course assuming that your computer is capable of booting from a CD-ROM). The setup process immediately begins and you can follow the steps described below.

  1. Setup will start loading the files.
  2. Select your language, time, currency and keyboard language settings.
  3. Click Install Now when prompted.
  4. Enter the product key (this should be located on the DVD case). If you skip this step, you must provide the information within 30 days.
  5. Accept the license agreement to continue.
  6. Select the Custom installation option.
  7. Choose the partition you want to install Vista on. Click Drive Options Advanced if you want to re-partition, format your hard disk or load RAID and SATA controller drivers.
  8. Setup will copy the necessary files. Your computer may restart several times during this process. Continue with the steps below after Vista boots for the first time.
  9. Choose your Country or Region and keyboard layout settings
  10. Create a user name and password.
  11. Type in a name for the computer and choose a background for your desktop.
  12. Select your Automatic Update settings.
  13. Review the time and date settings.
  14. Select your network location, such as Public Location.
  15. Click Start. At this point, the setup of Vista is complete.

If you did not provide a product key during setup, activation can be delayed for up to 30 days during which you will receive periodic reminders that the product still needs to be activated. However, after 30 days Vista will force you to activate in order to gain access to the desktop.

With the installation of Vista complete, you can start working on the post-installation tasks. These steps might include customizing the operating system, installing service packs and hot fixes, updating drivers and installing applications.

Introduction To Installing Vista (Part VI)

Even though Vista includes drivers for many hardware devices, there is always the chance that one of your devices might not be recognized. In such cases, you have to manually install the drivers after setup.

Most devices come with a CD or floppy disk containing drivers. For optimal performance, I recommend using the drivers included with the device or visit the manufacturer's Web site to obtain the very latest driver version. Some drivers may also be available through Windows Update.

You can use Device Manager to install or update drivers for devices. Device Manager remains unchanged from previous versions of Windows. It provides a graphical view of the hardware that is currently installed on your computer. It also lists the device drivers and resources associated with each device.

The installation of device drivers may vary between manufacturers. Typically, if the device is Plug and Play, plug the device into your computer and the driver should be installed automatically. You can also use the Add Hardware wizard to install devices.

The following steps outline how to use Device Manager to install updated drivers:

  1. From the Device Manager, double-click the type of device you want to update or change.
  2. Click the Driver tab.
  3. Click Update Driver to open the Hardware Update Wizard.
  4. Accept the default option, Install the Software Automatically. Choose the Install from a List or Specific Location option if you have the updated driver so you can indicate the file location. Click Next.
  5. Windows searches for an updated driver and instructs you if it found an updated driver.
  6. Install the updated driver and click Finish.

Introduction To Installing Vista (Part VII)

One of the most important measures you can take to prevent viruses from infecting your computer is to install anti-virus software. Anti-virus software is a program designed specifically to detect and remove viruses, making it an essential application to install. Once you install anti-virus software, it scans your computer and cleans any viruses it finds.

Since Vista does not include anti-virus software, you need to purchase your own. Some of the more popular anti-virus software programs are listed below.

  • Trend Micro
  • McAfee
  • F-secure
  • Symantec
  • Computer Associates
  • Panda Software

Note: Before purchasing anti-virus software, make sure that it is supported by Vista.

Since new viruses are constantly being created, the makers of anti-virus software have to constantly update their database with new fixes for detecting and removing them. So installing anti-virus software does not necessarily mean your system is secure. You have to make sure you update the signature files for the anti-virus software so it can detect and remove new viruses. Generally you can update the signature files over the Internet.
Signature files contain the latest virus updates. Therefore its important to keep the signature files up-to-date. This can be done by downloading the latest files from the vendor's Web site. Not keeping the signature files up-to-date defeats the purpose of installing anti-virus software as your computer will not be protected against the latest viruses.

Spyware is almost as undesirable as viruses because it can monitor our actions on the Internet. Some companies have been known to use spyware to gather data about customers. Even though it is not illegal, the spyware running on your computer may be tracking and sending data from your computer to another server on the Internet.

Vista includes its own spyware protection. Windows Defender is a spyware scanning application that looks for potential threats and shuts them down and alerts you when applications engage in suspicious activities. It is enabled by default and requires little to no configuration. You can verify that it is enabled through the Security Center within the Control Panel.

Introduction To Installing Vista (Part VIII)

Ensure a Firewall is Running Before Going Online! Connecting to the Internet has many advantages. However, it also exposes your computer to the possibility of intrusion and virus attacks. One of the major downfalls of the Internet is that there are people who dedicate their time to looking for ways to attack other unsuspecting users.

One of the ways that you can protect your computer against Internet attacks is to implement a firewall solution between the Internet and your computer and private network. This is becoming more and more important as people store personal information on their computers such as bank account numbers, credit card data, tax information, and so on. Not implementing a firewall makes this information accessible to attackers.
A firewall closes the door to your local computer and private network so intruders cannot get in, but you can still get out.

If you are looking for a fast, easy firewall solution, you can take advantage of the firewall component included with Vista. The Windows Firewall lets you to secure your local computer and network by preventing unsolicited traffic from the Internet.

A firewall solution can be a challenge to implement, especially for a user with limited experience. Windows Firewall provides a simple method of protecting your network and requires little to no configuration. You can use it to secure a single computer with an Internet connection or to secure a small network of computers.

So how does the Windows Firewall protect your computer? The firewall inspects each packet that is destined for the private network. It maintains a table to determine which incoming traffic was initiated on the local network, for example, a user on the private network accessing an FTP server on the Internet. Any incoming traffic resulting from this request would be allowed through the firewall. If an inbound request was not initiated by the local computer or a computer on the private network, it is not allowed through the firewall.

The Windows Firewall is enabled by default in Vista. You can use the Security Center within the Control Panel to verify the settings. More advanced users can choose to work with Windows Firewall with Advanced Security found within the Administrative Tools.

You can test the integrity of your firewall to determine if any weaknesses exist. Doing so is not difficult because many Web sites will put your computer's defense system to the test. For free too! There are several trusted Web sites you can visit that offer free tools for scanning your computer to detect any existing security weaknesses. For example, www.grc.com or the Symantec Security Check available from the Symantec Web site (www.symantec.com). In any case, once you have your firewall enabled, don't assume you are safe and clear from Internet attacks. You may be surprised to see the results of a security check and all the holes that may still exist.

In the final installment of this series, I will talk about the installation of some common applications.

Introduction To Installing Vista (Part IX)

Most new computers come with CD/DVD burning devices. When you purchase a computer that has a burner with it, it should include the software you need to use it. If it is not installed, proceed with the manufacturer's instructions.

Vista has built-in CD burning software. Since it is limited in functionality, many people choose to purchase third party CD burning software such as Nero. In such instances, you can disable this functionality in Vista.

You can do so using the steps outlined below:

1.    Click Start, point to All Programs, point to Accessories, and click Windows Explorer.

2.    Right click your CD burner within Windows Explorer and click Properties.

3.    From the Properties window, select the Recording tab.

4.    Clear the check box beside the option to Enable CD recording on this drive.

5.    Click OK.

DVD Player Application
One piece of software that Vista does not ship with is DVD player application. You can view some video files in Windows Media Player but if you want to watch a DVD on your computer, you need third party software. When you purchase a computer with a DVD player, software should already be installed. If not, follow the manufacturer's instructions for the installing the software.

Office Suite
After performing a clean installation of Vista, there will be no Microsoft Office software installed. Most people want some type of office suite installed. If you plan to install an existing version of Microsoft Office, verify that it is supported on Vista.

The following Microsoft Office versions are support:

  • Microsoft Office XP
  • Microsoft Office 2003
  • Microsoft Office 2007

To install a version of Microsoft Office you need the CD, a valid product key and access to a CD-ROM drive. The CD drive can be local or a shared CD-ROM drive on a network. The installation processes various slightly between Office versions.

If you have the CD readily available, insert it into the CD-ROM drive. If the autoplay feature is enabled, the installation wizard automatically appears to walk you through the rest of process.

==============================================

And of course the guide on upgrading to Vista:

Upgrading To Vista (Part I)

You have decided to upgrade to Vista. Before putting the DVD in and starting the upgrade, why not take a bit of time to plan the upgrade so it goes as smoothly as possible. This starts with determining if your current operating system supports an upgrade to Vista and if your system meets the hardware requirements.

If your system is currently running Windows, you might be able to upgrade directly to Vista. Vista supports the following upgrade paths:

  • XP Home to any version of Vista
  • XP Professional to Vista Business or Ultimate editions
  • XP Media Center to Vista Home Premium or Ultimate editions
  • XP Tablet PC to Vista Business or Ultimate editions

Note: If you are running Windows 2000, you must perform a clean install of Vista. There is no supported upgrade path.

The easiest way to find out if your computer can run Vista is to run the Vista Upgrade Advisor. After scanning your computer, the tool presents a report that identifies any issues and how to resolve them before upgrading. It also helps you choose which version of Vista to install.

Microsoft also publishes the Vista Hardware Compatibility List (HCL), which is a list of products that work with Vista. If your hardware is not present on the list it does not necessarily mean you cannot proceed with the installation but you should verify with the hardware manufacturer that the component is Vista ready.

Upgrading To Vista (Part II)

Most vendors design their operating systems to run on a minimum set of hardware requirements to ensure adequate performance. Ignoring these requirements can result in a failed installation. Verify that the hardware in your system meets the minimum hardware requirements before upgrading.

The minimum hardware requirements for Vista include:

Vista Home Basic

  • 800-megahertz (MHz) 32-bit (x86) processor or 800-MHz 64-bit (x64) processor
  • 512 megabytes (MB) of system memory
  • DirectX 9-class graphics card
  • 32 MB of graphics memory
  • 20-gigabyte (GB) hard disk that has 15 GB of free hard disk space
  • Internal or external DVD drive
  • Internet access capability
  • Audio output capability

Vista Home Premium, Vista Business, Vista Enterprise, and Vista Ultimate

  • 1-gigahertz (GHz) 32-bit (x86) processor or 1-GHz 64-bit (x64) processor
  • 1 GB of system memory
  • Windows Aero-capable graphics card
  • 128 MB of graphics memory (minimum)
  • 40-GB hard disk that has 15 GB of free hard disk space
  • Internal or external DVD drive
  • Internet access capability
  • Audio output capability

Keep in mind when you are choosing hardware that these are the minimum requirements to run the operating system. They do not take into account any network services or applications that may be running on the computer. Plan to increase these requirements for optimal performance.

Upgrading To Vista (Part III)

You also need to consider application compatibility before you upgrade to Vista. Some of the applications you use on your current may not function correctly, or at all, under Vista. The upgrade will not affect most new programs and applications. However, older ones may not function correctly under XP.

The easiest way to find out if your applications are compatible with Vista is to run the Vista Upgrade Advisor. This tool will determine if any of the applications currently installed on your system are incompatible with Vista. The Upgrade Advisor Report lists such applications and provides recommendations for resolving any issues.

You can install the Upgrade Advisor on all 32-bit editions of XP and all 32-bit editions of Vista (except for Enterprise edition). To install and run the Upgrade Advisor, you require:

  • Administrator privileges
  • .NET 2.0
  • MSXML6
  • 20 MB of free hard disk space
  • An internet connection

Note: If .Net 2.0 and MSXML6 are not installed, the Upgrade Advisor will alert you and provide a link to where they can be downloaded.

Once you have reached the Vista Upgrade Advisor Web page, click the Download button. When prompted, click the Save button. Once the download is complete, click the Run button and proceed with the steps below.

  1. When the Security Warning dialog box appears, click the Run button once again.
  2. Click Next to proceed with the installation.
  3. Accept the license agreement and click Next.
  4. Click Next to accept the default folder location for the installation.
  5. Click Next to confirm the installation.
  6. When the installation completes, click the Close button.

You have now completed the installation of the Vista Upgrade Advisor and you can begin scanning your computer to verify that it is Vista ready. In the next installment of this article, I provide more details about using the Vista Upgrade Advisor.

Upgrading To Vista (Part IV)

The Vista Upgrade Advisor is a valuable tool to both network administrators and home users. It lets you perform the following tasks prior to upgrading to Vista:

  1. Determine if you can install and run Vista.
  2. Determine the version of Vista that is best for you.
  3. Determine if your hardware and software is compatible.

In part three of this series, you installed the Vista Upgrade Advisor on your computer and now you are ready to scan your computer. With the Upgrade Advisor window open, start the scan by click the Start System Scan option.

While the tool scans your computer, it prompts you to select the features you plan to use. The Upgrade Advisor uses this information to guide you in choosing the version of Vista best suited for your needs. From the Feature Selection screen, place a check beside the features you are interested in using. The Upgrade Advisor will proceed to tell you which version it recommends you install.

Click Next to proceed with the next step - assessing your hardware. The Upgrade Advisor presents a message indicating that your hardware can or cannot run the core experiences of Vista. The rest of the screen contains the hardware report based on the features you selected and the version of Vista recommended.

After you review the hardware report, click Next to move onto the Software Assessment. Now the Upgrade Advisor looks at the programs, applications and drivers installed and whether you need to update any software to support Vista. As with the hardware assessment, the Upgrade Advisor presents a report indicating which software is not Vista ready and what actions are required.

Review the Software Assessment report and click Next. The Vista Upgrade Advisor is now complete. The final screen presents the options to print or save the final report. Click Close to exit.

You should now have a good indication as the whether any additional actions are required before upgrading to Vista.

Upgrading To Vista (Part V)

Assuming that you have completed all the necessary pre-upgrade tasks, you can begin the upgrade process by inserting the Vista DVD into your drive. If autorun is enabled, click Install Now from the Install Windows screen and proceed with the steps described below.

1.    When prompted, type in the license key. Click Next.

2.    Accept the end-user license agreement.

3.    Click Upgrade.

4.    At this point, setup might warn you if it detects any incompatible hardware and software. However, if you ran the Vista Upgrade Advisor, you should have no problems.

5.    Setup will proceed to perform the following tasks:

o        Copying Windows Files

o        Gathering files

o        Expanding files

o        Installing features and updates

o        Completing upgrade

This process can take several minutes and your computer will reboot a few times.

6.    When prompted, choose how you want to deal with automatic updates. Click Next.

7.    Select your time zone, time and date. Click Next.

8.    Select your computer's location: Home, Work or Public Location. Click Next.

9.    Your computer will reboot.

At this point, the upgrade is almost complete. Vista will inform you of any compatibility issues for software that loads on startup and look for updates for incompatible software and drivers. As a pre-caution, also verify that your data is available.

Upgrading To Vista (Part V)

Assuming that you have completed all the necessary pre-upgrade tasks, you can begin the upgrade process by inserting the Vista DVD into your drive. If autorun is enabled, click Install Now from the Install Windows screen and proceed with the steps described below.

1.    When prompted, type in the license key. Click Next.

2.    Accept the end-user license agreement.

3.    Click Upgrade.

4.    At this point, setup might warn you if it detects any incompatible hardware and software. However, if you ran the Vista Upgrade Advisor, you should have no problems.

5.    Setup will proceed to perform the following tasks:

o        Copying Windows Files

o        Gathering files

o        Expanding files

o        Installing features and updates

o        Completing upgrade

This process can take several minutes and your computer will reboot a few times.

6.    When prompted, choose how you want to deal with automatic updates. Click Next.

7.    Select your time zone, time and date. Click Next.

8.    Select your computer's location: Home, Work or Public Location. Click Next.

9.    Your computer will reboot.

At this point, the upgrade is almost complete. Vista will inform you of any compatibility issues for software that loads on startup and look for updates for incompatible software and drivers. As a pre-caution, also verify that your data is available.

Upgrading To Vista (Part VI)

In the previous installments of this article, I outlined how you can upgrade an existing computer to Vista. However, what happens if your upgrade includes purchasing a new computer?

Vista makes it very simple to move from an old computer to a new one. Many people are often reluctant to get a new computer because they do not want to lose their existing files and settings. You can use the Windows Easy Transfer utility to move settings from one computer to another. It eliminates the need for you to reconfigure your personal settings on a new computer. Windows Easy Transfer can transfer components such as:

  • User Accounts
  • Files and folders
  • Email messages, settings, and contacts
  • Photos, music, and videos
  • Windows settings
  • Program data files and settings
  • Internet settings

If you want to transfer your settings between your current computer and the new one, you need to connect two computers. The easiest way is to do this is using a special USB cable designed to work with Windows Easy Transfer. You also need to install the application that came with the cable or download the Windows Easy Transfer program from Microsoft (Windows Easy Transfer).

You need to install the program on your current PC. After that, the rest of the process is straightforward. Connect your current computer to your new computer using the Windows Easy Transfer USB cable. The Windows Easy Transfer program will start and walk you through the process of transferring your files and settings to your new computer.

==================================================

 Basic And Dynamic Disks In Vista (Part I)

All versions of Windows support basic disks. A basic disk supports the following:

  • Primary partitions
  • Extended partitions
  • Logical drives

A basic disk also supports different types of Redundant Array of Independent Disks (RAID) including volume sets, stripe sets, mirror sets, and stripe sets with parity.

Vista Business, Enterprise and Ultimate editions all support Dynamic Disks. A dynamic disk supports the following:

  • Simple volumes
  • Spanned volumes
  • Mirrored volumes
  • Striped volumes
  • RAID-5 volumes

You can upgrade a basic disk to dynamic disk using the Disk Management console. Click Start, right click Computer and click Manage. Click Storage and click Disk Management. Click Disk Management. Right click the appropriate disk and click Convert to Dynamic Disk.

There are things you need to keep in mind when converting to a dynamic disk. In order to revert to a basic disk, you must back up all your data, delete the existing volumes and repartition the disk. You can then convert to a basic disk using the 'convert basic' command.

Next, you cannot upgrade to a dynamic disk of you are using a mobile computer. Finally, dynamic disks are not accessible under pre-Windows 2000 operating systems. If you are dual booting with an older version of Windows, the dynamic disk will not be readable.

In the next installment of this article, I will more closely at converting from a basic to dynamic disk.

Basic And Dynamic Disks In Vista (Part II)

Vista supports both basic and dynamic disks (as does Windows 2000 and XP). You can use the Disk Management console to convert a basic disk to dynamic. Before you attempt to make the conversion, you need to keep the following points in mind:

  • You cannot revert to a basic disk without first deleting all partitions and volumes.
  • Vista Home editions do not support dynamic disks.
  • Portable computer do not support dynamic disks.

You can convert a basic disk to a dynamic disk by completing the steps below:

  1. Click Start, right click Computer and click Manager.
  2. Type mmc and click OK.
  3. Click Storage.
  4. Click Disk Management.
  5. In the right pane, right-click the disk you want to convert and click Convert to Dynamic Disk.

Alternatively, you can also use the 'convert dynamic' command from the Command Prompt.

Unfortunately converting back to a basic disk is not as simple but you need know the general process that has to be completed. Your very first step will be to back up data on the volumes. You can then use the 'convert basic' command from the command prompt to return the disk to a basic disk.

The next installment of this article will look at configuring dynamic disks under Vista.

Basic And Dynamic Disks In Vista (Part III)

Now that you are familiar with basic and dynamic disks, you can move on to performing some basic disk management tasks such as creating, shrinking, extending and formatting simple volumes.

In Vista, you can create a new simple volume by completing the steps below:

  1. Open Disk Management.
  2. Right click unallocated space on the dynamic disk and click New Simple Volume.
  3. Click Next.
  4. Type in the size of the volume and click Next.
  5. Assign a drive letter to the volume and click Next.
  6. Specify the formatting options. If you choose to format the partition, type in a name for the volume in the Volume Label field and select the file system you want to use.
  7. Click Next.
  8. Review your selections and click Finish.

New in Vista is the ability to shrink a volume. This means you can reclaim unused space from a volume and then create a new volume from that free space.

To shrink a volume:

  1. Open Disk Management.
  2. Right click the volume you want to shrink and click Shrink Volume from the context menu.
  3. Enter the amount in MB to shrink the partition.
  4. Click Shrink.

Once the operation is complete, the free space that you reclaimed will appear as unallocated space within Disk Management.

As with XP, Vista also lets you extend a volume.

To extend a simple volume:

  1. Within the Disk Management console, right click the simple volume that you want to extend and click Extend Volume.
  2. Select the disk that the volume will be extended to and click Add.
  3. Specify the amount of space to add to the volume. Click Next.
  4. Click Finish.

In the final installment of this article, I'll outline some of the additional disk management tasks that you can perform in Vista.

Basic And Dynamic Disks In Vista (Part IV)

It is common these days for someone to move a hard disk between two computers. When you move a dynamic disk from one computer to another, the status will appear as "foreign" within the Disk Management console. You will be unable to access any data on the disk until you import the disk into the computer's system configuration.

If you have moved a dynamic disk from one computer to another, you can use the steps below to import it. The steps below assume that you have already physically added the foreign disk to the computer.

  1. Click Start, right click Computer and click Manager.
  2. Click Storage
  3. Click Disk Management.
  4. From the Action menu, click Rescan Disks.
  5. Right click the disk marked as Foreign and click Import Foreign Disks.
  6. Follow the onscreen instructions to complete the process.

You should now be able to access the data that is stored on the new disk. The important point to remember any time you remove or add a physical type to a computer is that you have to open the Disk Management console and select the Rescan Disks option from the Action menu. And on that note, you should now be able to tackle many disk management tasks.

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Managing Dynamic Disks In Vista Part I

Vista supports two different types of disks: basic disks and dynamic disks. The disk type you use will determine how the physical hard drive space is partitioned and the features that are supported. For example, if you decide to have Windows initialize physical disks as basic disks, you will be able to create primary and extended partitions and logical drives. On the other hand, if disks are initialized as dynamic, you can create simple and spanned volumes and take advantage of additional features.

Note: Dynamic disks are only supported on the Business, Enterprise and Ultimate versions of Vista. Dynamic disks are also not supported on portable computers.

Basic versus Dynamic Disks
Basic disks are supported by all versions of Windows including MS-DOS and Windows NT. A basic disk supports primary partitions, extended partitions, and logical drives. A basic disk also supports different types of Redundant Array of Independent Disks (RAID) including volume sets, stripe sets, mirror sets, and stripe sets with parity.

Dynamic disks were introduced in Windows 2000 and any earlier versions of Windows do not provide support for this type of disk. Dynamic disks support the following disk configurations:

  • Simple volumes
  • Spanned volumes
  • Mirrored volumes
  • Striped volumes
  • RAID-5 volumes

If you are running Windows 2000 or later, you can use the standard basic disks or convert to dynamic which allows you to take advantage of additional features. When you first install Vista (or any other Windows version that supports this disk type), all disks are initialized as basic. Afterwards, you can optionally convert to a dynamic disk using the Disk Management console.

Many people often ask the question "Why convert from basic to dynamic?" The main reason is to take advantage of additional features that include:

  • Disk and volume management tasks can be performed without having to restart the computer afterwards.
  • Volumes that span multiple disks can be created. These are referred to as spanned volumes.
  • A simple or spanned volume can be extended without losing any data.
  • Dynamic disks support an unlimited number (up to 2000) of volumes.
  • Dynamic disks do not use a Master Boot Record (MBR). The disk layout information is stored on the last 1 MB of the disk.

Managing Dynamic Disks In Vista Part II

Vista lets you to convert from a basic disk to a dynamic disk without losing any data. However, before you attempt to do so, you need to keep the following points in mind:

  • There must be a minimum of 1 MB of free disk space on the master boot record disk you want to convert.
  • Local access to a dynamic disk is limited to Windows 2000 and later.
  • Any partitions on an existing basic disk are converted to simple volumes.
  • You cannot revert back to a basic disk without repartitioning.
  • Removable media cannot be converted to a dynamic disk.

You can upgrade a basic disk to dynamic disk using the Disk Management console. Click Start, right click Computer and click Manage. Click Storage and click Disk Management. Click Disk Management. Right click the appropriate disk and click Convert to Dynamic Disk.

It is important to remember that dynamic disks are not accessible under pre-Windows 2000 operating systems. This is important if you are dual booting with an older version of Windows. Any dynamic disks will not be readable under the legacy version of Windows.

Unfortunately converting back to a basic disk is not as simple but you need know the general process that has to be completed. Your very first step will be to back up data on the volumes. You can then use the 'convert basic' command from the command prompt to return the disk to a basic disk.

Now that you are familiar with the steps you must complete to convert between basic and dynamic disks, you can begin learning how to manage dynamic disks.

Managing Dynamic Disks In Vista Part III

The Disk Management console is the main interface for managing basic and dynamic disks. Once you open the console, you will see a graphical display of all the disks installed on your computer as well as the volumes configured.

Management tasks can include creating and extending volumes, formatting volumes, changing drives letters, importing disks, and so on. The following sections will discuss how these management tasks can be performed under Vista

Creating and Extending Volumes
The main type of volume on a dynamic disk is a simple volume. You can create a new simple volume or spanned volume within the Disk Management console by completing the steps below:

In Vista, you can create a new simple volume by completing the steps below:

  1. Open Disk Management.
  2. Right click unallocated space on the dynamic disk and click New Simple Volume.
  3. Click Next.
  4. Type in the size of the volume and click Next.
  5. Assign a drive letter to the volume and click Next.
  6. Specify the formatting options. If you choose to format the partition, type in a name for the volume in the Volume Label field and select the file system you want to use.
  7. Click Next.
  8. Review your selections and click Finish.

New in Vista is the ability to shrink a volume. This means you can reclaim unused space from a volume and then create a new volume from that free space.

To shrink a volume:

  1. Open Disk Management.
  2. Right click the volume you want to shrink and click Shrink Volume from the context menu.
  3. Enter the amount in MB to shrink the partition.
  4. Click Shrink.

Once the operation is complete, the free space that you reclaimed will appear as unallocated space within Disk Management.

As with Windows XP, Vista also lets you extend a volume. Before outlining the steps there is a VERY important point to keep in mind. A primary partition becomes a simple volume when the disk is converted to dynamic. However, if an existing simple volume was created before the disk was converted to dynamic it cannot be extended. A simple volume can only be extended if the simple volume was created after the disk was converted to dynamic. So when you are considering extending an existing volume, remember that a simple volume that was originally a primary partition cannot be extended and you cannot extend the system or boot volume.

To extend a simple volume:

  1. Within the Disk Management console, right click the simple volume that you want to extend and click Extend Volume.
  2. Select the disk that the volume will be extended to and click Add.
  3. Specify the amount of space to add to the volume. Click Next.
  4. Click Finish.

Managing Dynamic Disks In Vista Part IV

You can use the Disk Management console to format or reformat dynamic volumes. To format a dynamic volume in Vista, open the Disk Management console. In the details pane, right click the appropriate volume and click Format. Select the file system you want to use and click OK.

Keep in mind that you can convert from FAT to NTFS without having to reformat the volume. In other words, you will not lose any data. However, this is a one time conversion. In order to revert back to FAT, you will need to reformat the volume.

Typically you should choose NTFS over FAT32 because of the additional features it supports such as file level security, disk compression, file encryption, and disk quotas. Vista includes support for FAT and FAT32 to remain compatible with older operating systems. In most cases the only time you would want to use FAT32 is for multi-boot configurations where you have Vista and an older operating system, such as Windows 98, running on the same system.

Changing the Drive Letter Assigned to a Dynamic Volume
In Vista, you can use the Disk Management console to manage the drives on your computer. One of the things you may want to do at some point is change the drive letter assignments. You can assign any letter between C and Z to a hard disk drive while letters A and B are reserved for floppy disk drives.

To access the Disk Management console, right click Computer and select Manage. Under Storage, click Disk Management. The drive configuration of your computer will be displayed in the details pane. You can change the drive letter by right clicking any volume and selecting Change Drive Letter and Paths. Click the Change button and use the drop down arrow to select the drive letter you want to assign to the volume. Click OK. Click Yes to confirm your actions.

Two points you must keep in mind when performing this procedure. You cannot change the drive letter assigned to the boot or system partition using this method. Second, some programs may refer to specific drive letters for environmental variables. Changing the drive letters may result in such programs not functioning correctly.

Managing Dynamic Disks In Vista Part V

One of the perks of using dynamic disks is that you can move physical disks between computers. A dynamic disk will have a status of foreign when it is moved from one computer to another. You will be unable to access any data on the disk until it is imported into the computer's system configuration.

If you have moved a dynamic disk from one computer to another, you can use the steps below to import it. The steps below assume that you have already physically added the foreign disk to the computer.

  1. Click Start, right click Computer and click Manager.
  2. Click Storage
  3. Click Disk Management.
  4. From the Action menu, click Rescan Disks.
  5. Right click the disk marked as Foreign and click Import Foreign Disks.
  6. Follow the onscreen instructions to complete the process.

You should now be able to access the data that is stored on the new disk. Remember that any time you remove or add a physical type to a computer you have to open the Disk Management console and select the Rescan Disks option from the Action menu.

Summary
Vista supports basic and dynamic disk. A dynamic disk supports simple volumes, spanned volumes, striped volumes, mirrored volumes, and RAID-5 volumes. Dynamic disks provide several features that are not supported by basic disks, such as the ability to span a volume across multiple disks. You can use the Disk Management utility to perform most disk management tasks, including converting from a basic disk to a dynamic disk.

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I know it is a lot, but hopefully you found something here that was useful to you. 

More Next Friday,
Chuckstr
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