
Do you have a brand new computer on which you need to install and configure everything: from the operating system, to drivers, applications, plug-ins, etc.? Do you need to delete everything from an “old" computer and reinstall it all from scratch? If the answer is yes to any of these questions, then you are in luck! After setting up many computers (both old and brand new), I managed to create a checklist with steps you must go through, in order to have the best experience possible: without (too many) crashes, in the least possible time and in a secure way. This article shares the most optimized list of steps you need to go through, in order to have everything working correctly.
First things first: you need to install your main operating system. If you have any secondary ones, those can be left till you finish everything you need to setup on your main one, to make things easier. Since you are reading us, you most probably use a version of Windows 7 so, to help you out, we published this roundup of installation guides which covers all the possible installation scenarios: How to Install Windows 7 - Complete Round of Installation Guides.
If you are lucky and your Internet connection works during the installation, don’t hesitate to configure things like your network connection (assign the right location profile to it) or your Homegroup.
NOTE: If you have a brand-name computer, this step is already done for you by the manufacturer. Lucky you! ;)
This step might seem surprising to many people but it doesn’t make it less important. If there’s a time when things are likely to fail, is when you setup your computer for the first time and install everything you need to use. To be on the safe side, it is important to double check that:
The default behavior of Windows 7 is to create restore points before you install updates, drivers and applications - if System Restore is enabled. If, during the setup process, something manages to mess-up your computer, you do not have to start all over again. You simply restore your system to a point when it worked and double check the steps which followed that point. What can mess-up your computer very fast? Good question with lots of possible answers, depending on your computer, your operating system, your knowledge and attention span. However, the most likely candidates are: installing incorrect or old drivers, security solutions (especially old and/or incompatible ones, multiple security solutions installed and used in parallel) and, sometimes, Windows Updates (e.g. Windows 7 incorrectly decides you need to install an update for some hardware component you don’t actually have - it happened to me twice, on two separate computers).
If you have a network card which Windows 7 is able to detect and install correctly - you are in luck. You can go straight to installing Windows Updates. What updates must you install? The answer to this question is easy: all service packs (e.g. Windows 7 Service Pack 1), all updates marked as important and, from the list of optional updates, check the drivers Windows 7 recommends for your hardware components.
Why do this now rather than later? For a couple of very good reasons:
NOTE: If your Windows 7 is not able to correctly detect and install the drivers for your network card, and you cannot connect to the Internet, then go to step 4 and install the drivers for it. If you are there, it is best to install all the drivers recommended in the next section, before going back to Windows Updates.
NOTE: If you are based in Europe, one of the updates that might get installed is the browser ballot which allows you to choose what browser to install on your computer. The choice is yours - you can install any of the main browsers at this step or leave it for later. If you are the geek type, wanting the latest beta or something configured your way, in your language, with your loved extensions, it is better to skip the ballot and take care of your browser installation(s) later.
This step and the previous one are tough to put in the correct order. It all depends on your computer and its actual hardware configuration. If you have drivers for your network card and Windows is able to connect to the Internet, it is OK to leave this as step number 4. If not, it should be step number 3.
Now... one important thing I would like to highlight: it is OK to have Windows Update recommend and install drivers for most of your computer’s components, but not for all. When it comes to video card drivers (especially ones for proper gaming) you should always go for the latest version found on the website of your manufacturer (it will be either AMD/ATI or NVIDIA). Some other components for which you will want to search newer drivers on the manufacturer’s website include: network cards (if you had trouble in the first place), printers and scanners.
Windows 7 will do a good job at finding and installing the latest drivers for most of your other components: mouse, touch-pad, keyboard, network card (wireless or Ethernet), sound card, web-cam, printer, scanner, motherboard related drivers.
To make sure you have not missed any component, check Device Manager and this tutorial:Find Missing Drivers & Hidden Devices with Device Manager.
Why do this step now rather than later? I’ll copy and paste one of the answers from the previous question:
The downside to doing this before the next steps? Unless you like Internet Explorer and use it as your main browser, you don’t yet have your favorite browser installed. All the driver searching is done either in Internet Explorer or on another computer.
NOTE: If you have a brand-name computer, this step is already done for you by the manufacturer. However, it is worth double-checking that all drivers are indeed installed. Also, you might want to search for newer versions, especially for your video card.
If you are like me, you are not using Internet Explorer as your main browser. By this point you are surely anxious to get your hands on your favorite browser and start using it. So... what are you waiting for? Go get your main browser and install it on your computer.
Why now and not later? Generally, it is better to install your main browser prior to installing any browser plug-ins. It might save you the step of reinstalling a plug-in so that it has the proper version installed for your main browser. Also, you will be able to use it to download the stuff you need in the next steps.
In today’s Internet, there are so many technologies used, that you need to install quite a handful of plug-ins, players and run-time environments, in order to browse and use everything you want and without problems. What to install? Let’s see: Adobe Flash Player, Adobe Reader (or alternatives to Adobe Reader), Adobe AIR, Adobe Schockwave Player (lots of Adobe stuff isn’t it?), Microsoft Silverlight (luckily this is offered also as a Windows Update), Java and - finally! - NET Framework (this one comes as Windows Update too, no need to download and install it separately).
Why this now and not later? Well... getting these installed prior to having your security solution installed, might save you a few additional confirmation clicks.
This step is for those with a bit more geek skills and confidence. One of the best way to make sure you get the maximum performance from your system, is to update the BIOS and/or firmware of the components that matter the most. I recommend you to look for BIOS updates for the motherboard and video card. Installing them can help you fix some bugs with your components, squeeze more performance out of them or improve their compatibility with other devices and hardware features.
As it says in the section header - this step is optional and recommended to those that know what a BIOS upgrade means.
Why now and not later? It is good to make BIOS updates without having any security solution installed and enabled. It simply eliminates the possibility of any conflict, no matter how minor.
You might wonder - why recommend installing a security solution so late? If you have installed all the important Windows Updates, you already have a pretty secure system. So, unless you browse to some shady websites before you get to this point, you are very safe. And waiting a bit more to install a security solution saves you the trouble of making additional clicks when installing and setting up the other stuff - depending on the solution you go for and its habit of asking you to confirm everything (or nothing). :)
Don’t know what to install in terms of security solutions? Don’t hesitate to check our Security for Everyone series of reviews. We covered all important security vendors.
Why do this now and not later? It is good to install your security solution before you start searching the Internet for all the software you need. This helps you stay secure in case you end-up on some shady website, offering you amazing deals or free security solutions you never heard of.
If you purchased a branded system from manufacturer’s like HP, Dell, Acer, etc. you won’t have to go through steps number 1 and 4 - as they have already been done for you. However, this comes at a price - the manufacturer has installed some software you will never need or use. Take the time to remove everything you do not need or want to use. Simply go to Add or Remove Programs (called Programs and Features in Windows Vista & Windows 7) and remove it all. If you don’t do it, it will drain some of the performance of your system, occupy hard disk space and simply annoy you.
At this point you have a very up-to-date and secure system. It is OK to start browsing the Internet to download and install all the applications you need. Go for it and don’t forget to leave your security solution turned on.
This step doesn’t have to be last. Configuring things can be done in parallel with all the other steps, except step 4 - installing drivers and step 7 - BIOS updates, when you should leave things as they are until you finish those steps.
Things you should not forget to configure:
Wow... I finally managed to finish! A long list, right? Fortunately, you need to go through these steps only once. Dedicate a few hours, pay attention to what you are doing and everything will be fine.
Before you go, tell me - what do you think? Is this the optimal order of things? The best approach? I am looking forward to your input.
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Comments
perfect and good step by step
perfect and good step by step guide.
for me , most frustrating was to get rid of so many app in my laptop which came by HP
Just got a new HP laptop this
Just got a new HP laptop this weekend.
Still working on getting all the apps I need loaded up, but followed the above almost as written, except I used PC Decrapifier http://www.pcdecrapifier.com/ to get rid of the bloatware.
Also, I used Ninite http://ninite.com/ to install a lot of apps I need all at one time.
Have subscribed to the RSS for a while now, and enjoy getting great information here.
Keep it up!
Thanks for the tip about
Thanks for the tip about www.ninite.com. What an execellent little site.
Used it to update previous app installs.
Joe
Fine, but for older versions
Fine, but for older versions of Windows, Step 4 would have to come before any others Steps. How will the individual connect to the Internet without the NIC driver?
That's why we made a note at
That's why we made a note at step 3 recommending people to install the NIC driver if Windows has not been able to detect and install the card correctly.
I would make crapware removal
I would make crapware removal step #4 and definitely recommend pcdecrapifier. I would also recommend Ninite as a near-to-last step to install utilities and other apps.
Also note that if you use a browser that syncs to the cloud, you will get all your extensions and bookmarks back magically when you enable sync on your new setup. Firefox and Chrome support this.
After all that work, I would
After all that work, I would suggest that you make an image of your drive on an external HD. When (not if) your system becomes unstable or completely un-bootable. You can revert the image rather than waste precious hours getting your system back to the way you want it.
This is a great article and
This is a great article and should be very helpful for anyone trying to get a decent system build. However, I have a slightly different order of the steps with a few twists. These have worked for me - and I've built about 100 systems for friends, family and a few business.
1) install the OS - ya can't get around this one :-) I usually install my OS "offline" - no internet connection. My logic is that sometimes a Microsoft update can foul things up, especially with hardware drivers.
2) Next, I install all the supplied hardware drivers. These are typically on the CDs that come with the motherboards and other pieces of hardware. I then check the Device Manager and make sure all devices are listed as functioning.
3) Next, I connect to the internet for OS registration and updates. These can take a very long time and require a number of reboots. I keep checking for more updates. When I finally think I have all the OS updates I reboot the system and check again - as often as not, there are more updates required.
4) Once I'm satisfied that the OS is current and all the relevant patches are applied. I go looking for any 3rd party hardware updates - bios updates, etc. There's usually a video card update and possibly an update from the motherboard manufacturer. I have been bit by network card updates of late - make sure you check the vendor supplied readme file. Don't apply an update just because it's listed. Ask yourself - does this make sense for my configuration..
5) After all of these updates are applied, I reboot and run the Microsoft update again. It is possible that a hardware update has triggered a required update from Microsoft -doesn't happen as much as it used to - but it's possible.
6) When the OS and hardware as up to date and stable as I can make them, I now use a disk imaging program (there are several decent free ones) and make an image of the system build. I label this image OS.Date.Level-0. Later, I will burn it to CDs. My reasoning is that if some piece of software fouls things up later in the build - I can get back to this point fairy quickly.
7) Next, I download a good registry cleanup program. I like the Glary Utilities or the Eusing Free Registry Cleaner. The Glary utilities also has a Startup Manager feature which allows you to review and cleanup any obnoxious startup programs that the hardware vendor has slipped in with their installation. I run the registry cleanup - now my registry should be tidy!
8) Next, I reboot the box and again check for Microsoft updates, because sometimes..
I then install all of my core programs and utilities. I should mention - that I have a strong aversion to loading programs into the default windows directories, like Program Files.. I believe that the more applications you load into these directories the slower the
system will run and quite possibly, be more unstable. I think it's better to setup your own directories. I create an Applications directory, a Tools directory and a Utilities directory. But these are just my choices.. The important point is to not mix Microsoft software with the third party software.
9) Once I have installed all my core programs and utilities - including a good security system (antivirus, firewall, antispyware) package. I run the registry cleanup program again and I take a second image of the system. I label this image OS.Date.Level-1 - This image is a convenient fallback if a third party application really goofs up something. For example, when a relative of mine, while attending college, needed a student version of a CAD software program - this said software decided that it was most efficient to install its own version of the video driver - which conflicted with other software and drivers - and caused great instability. Having the OS.Date.Level-1 image saved me a good deal of time and headache.
10) At this point I can create user accounts, customize the OS and install any 3rd party software. Once I'm "finished" I typically make a final image of the system before I hand it over to the user. I then write up details instructions on how to restore the system to this image point which I label OS.Date.Level-1.
11) An important point to consider is the importance of your data and how you would recover in case of an accident. Hardware problems, software glitches, human error - doesn't much matter if you can't get your important information back..
So I ask - do you know where your data is? Yes, there is a documents directory and that's usually a good place to start but programs are not consistent about using it and unless you understand where an application places your precious information on the disk you could be in for a rude surprise.. So my last thought is - it's your data! Do not take default file and directory locations for granted.
Cheers!
Thanks a lot for sharing your
Thanks a lot for sharing your way of doing things. It will be very useful to many reading it, myself included. :)
I've just done it! Worked
I've just done it! Worked perfectly 'out of the box'! I always do periodic total clone backups of my main desktop system onto a USB external hard drive, using Acronis. Recently purchased a brand-new 'bare=bones' laptop.. I simply plugged the backup hard drive into a laptop USB port, booted with the Acronis rescue CD and used Acronis to restore the clone to the laptop. Bingo worked perfectly. Of course I got a lots of 'found new hardware' messages, but the supplied laptop drivers CD had all the right stuff, and the laptop is now a working clone of my desktop. Perfect, and took about 30 minutes!
Mike.
I am in the process of
I am in the process of configuring a new and cutting-edge computer at this time, so I've given this sequencing a lot of thought. A couple of things that I do differently are:
1. DISK IMAGES - I'm more comfortable with creating images than with Restore Points, though Restore Points do have their place in the newer OS's for quick fixes of minor problems. I install Acronis True Image Home as my first piece of software and make images as I complete each step. Creating an image of my new SSD to a SATA3 takes less than two minutes. After I have it all together, I'll delete some of the intermediate images, but keep one at each step.
2. PROTECTION - Virus and other protective software is next, BEFORE installing plug-ins, players, upgrades, etc. I don't like to roam around the internet without it, even to trusted sites. Also, some programs work better if you adjust virus and firewall settings on installation.
3. PROBLEM-SOLVING - A third program I install quickly is the free image software IrfanView. This is a wonderful little graphics program with a lot of uses. Here, I use the Capture/Custom rectangle to save those annoying error messages as I go along. Most issues resolve easily, but for the more challenging issues, it is sometimes helpful to have the specific error codes at hand.
4. MY DATA - It-guy (above) makes a lot of great points, but I differ with him on changing the default directories for program installation. I let programs put their parts anywhere they want, but I agree that we need to control where they put OUR data. As SSD's are rather expensive, AND their write speed is not as good as their read speed, it makes sense to put MY data on a separate drive. Globally, I change my default Save Folder to the root of my data drive. Individually, I instruct my most-used programs to save to their portion of that data drive. Separating data is also helpful when designing your backup system. Once the OS and programs are installed, backups of the system drive need not be so frequent, but you will want to continuously backup your data.
5. CRAP - I'm sure most of you know this, but DO NOT click on the button that automatically lets the program disk load whatever it wants onto your computer. While I am OK with letting the software I'm installing decide where it puts it's folders, I am NOT OK with some of the stuff it wants to install. Click instead on the "advanced" button that lets you look at what and where it plans to install. If you do not plan to learn Chinese, there is no reason to have Chinese utilities on your HDD. And if you already have Adobe Reader X installed, there is no reason it should try to install a lesser version.
6. MORE CRAP - I have three scanners or scanner combos in my office. Third-party programs utilize these devices. I download and install only the drivers for this hardware (specific to my OS). These devices ship with TONS of software that wants to hold your hand from the time you take a photo to the time you print it. Most of it just takes up space on the HDD and computer resources as it automatically loads when you boot. Nobody who would read this needs that software. Maybe I'm being a little harsh here, but if you have a camera you probably received software with it that is much better than what ships with the printer. For a few dollars more, Corel, Adobe, and others have "consumer" versions of their software that are easy to use and very effective. Cloud-based photo storage sites are increasingly offering photo editing online.
7. PAGING FILE - Opinions differ regarding how important this is and on how large it should be. I just don't want it thrashing my system drive. In that I handle large graphics files, I do think a large swap file probably is a good idea, though my 24GB of RAM probably handles most of the load. Right click on Computer, select Properties, Advanced, Performance Options, then Virtual Memory. I put it on a scratch drive that I use for project manipulation.
Thanks for reading my rant.
Right or wrong, this has
Right or wrong, this has worked for me.
I especially think that checking that AHCI mode is set for your SATA hard drive in the bios for new hard drives and that you install the chipset update and Intel Rapid storage manager is important.
I also burn all the needed files onto a CD before the build so I don't have to find and download things on the fly. Don't even need your browser this way. And I use folder names starting with the installation order number so when you are dead tired installing things you don't have to think too much! :)
• Update Bios.
• Update all bios settings, make sure Hard Drive on AHCI
• INSTALL WIN 7
• Install Antivirus
• Chipset - Intel .INF chipset update utility
• Intel Rapid storage driver
• Ethernet driver
• Video Driver
• Audio Driver and apps
• Windows update – Critical only
• Microsoft office
• Printer Drivers
• Intellipoint and Intellitype if applicable
• Other applications
• Image with Ghost
Good article.....just adding
Good article.....just adding my own bit here....
Over time I have come up with a list of few software that I always end up installing. So for these select few software, I ended up creating a seperate directory with their setups that I keep with me.
Then instead of manually loading them one by one, I now use a script to auto-install the said software.
Saves me a lot of time looking at the PC doing nothing :P
I initially started this method after being inspired by scripts that merged SP packs with Main Windows Images directly to produce SP.x Images.
well for step one I would
well for step one I would have recommended backing up anything you want to keep, and double checking almost everything, even triple checking of need be.
I do usally perform a clean install of windows at least once a year, so I have anything I want to keep already on another HDD for safe keeping.
but other than that everything seems good.
after installing OS and
after installing OS and before ever putting the system on the internet, I install my antivirus etc. software
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