Cloud Computing Concepts · How-To · Win 10 · Win 7 · Win 8

Upgrading to Win10 – Go ahead, it’s stable, simple and it’s the Best of Win7 and Win8

Outlined below is a process that works flawlessly, every time.
There has been a literal TON of discussions online re: Win7 / Win8 .vs. Win10 and the upgrading being forced upon us users.

— and I’m still dealing with customers that won’t leave Vista. Seriously.
I’ve been testing and evaluating Win10 since the initial Beta release. It’s come a long way from the Technical Preview builds.
I have stayed out of the fray on purpose, and have told most who have asked to stay with what they are comfortable with ..

After using it on multiple boxes, I’ve got to say go ahead and upgrade… BUT use the below process. At the very least Create your Recovery Media and do a Full Backup of all your data (or better yet, also move it to the cloud Local vs Remote Folders – How the Cloud works.)
Win 10 IS the combining of the Best Of Win7 & Win8.
AND it has free Anti-Virus and Anti-Malware built directly INTO THE OPERATING SYSTEM,
AND it’s the future,
AND most software has embraced it and runs well on it,
AND support will end for 7 and 8 in the (near) future, Sticking with Windows 7? The forecast calls for pain
AND it’s really easy to use. Really it is.

Unless you have CUSTOM software  or hardware that won’t run on Win10 (I’ve got one box that I won’t be able to upgrade),
Upgrade your computer from 7 or 8 to 10 while it’s free.

Now, some people have problems.
I’ve seen it. At the bottom is a Facebook post to a friend’s wall with this same process as she was having problems, and inspired this blog post.

My 35 years of computer experience says:
There is NO WAY that Microsoft can anticipate all of the random software that people install on their computers, they can only deal with the 80% … the rest causes problems…
add in any hidden malware / adware / trojans or virus
– and it only complicates the upgrade, and usually results in frustration!

The below process has worked for me every time:

  • It removes all software variables.
  • It also forces you to create that backup of all your data that you’ve been meaning to to for the last forever..


It has to also be said that you miiiiight run into a few driver bugs on custom hardware – research your computer model online to see what problems others have had…
Some laptops sound cards or other integrated chipsets could be problematic, but 99.9% of the upgrades will work flawlessly using the below process; and almost ALL manufactures have upgraded their drivers for WIn10.
Most manufacturers have an upgrade compatibility tool or FAQ page for your model. Google is your friend for this research.

The recipe for successful upgrade:

  1. First and Foremost.
    Back up your data.

    1. You should be doing this anyway.. see my post on Local vs Remote Folders – How the Cloud works.  for a simple method to keep all your files secure and available from anywhere and synchronized to multiple computers.
      1. I keep 99% of my Data in Google Drive, OneDrive and Dropbox. It’s VERY SIMPLE to backup my data anytime, I simply drag those local folders over onto a removable media or a NAS.
        There are some excellent software backup tools out there I’ve used in the past that will automate this, but I prefer to control my own local backups.
        Using the Cloud Services, you’ve always got a backup in the cloud…  copies of all my data on multiple computers synchronized to each other and the cloud, AND on some removable media.
    2. Hook up your Flash Drive or external Hard Drive and copy your data to it. Just drag those folders over. Make sure you get them all if you have files spread out all over your desktop and computer file system.
    3. Pro tip – setup Google Drive and/Or OneDrive and put all your files in those local folders, so that you can then synchronize / access them from any computer – and easily restore them to a new computer if your computer dies..
  2. Secondly, more insurance  –
    Run the System Restore  or Recovery Media creation tool to create Recovery Media
     for your particular computer.
    **In the old days, computers came with a stack of disks containing the Operating System and any pre-installed software. This is no longer the case.  The Recovery partition is usually hidden on the original hard drive. This software tool copies it to a bootable removable media.
    You want to create the Recovery Media.
    Google is your friend for this. Look up your model number.
    Someone online – or the manufacturer –  will have a written process for it.
    There will be an option to create a bootable Recovery Media Set for your particular computer that will contain ALL of the original Operating system and software contained on the hard drive when you bought it…
    Generally it will take either 3-5 DVDs or a 16gig Flash Drive.
    16gig Flash is the best option, cheap, easy to store in a fire safe, and simple to boot from.** NOW you will ALWAYS be able to restore the computer to factory condition.
    Let me say that again. 
    ** NOW you will ALWAYS be able to restore the computer to a brand new factory condition.It’s worth it to point out that I do this FOR ALL MY COMPUTERS.
    It’s Very Cheap Insurance against hard drive failure, and you can always return to a Brand New Computer if your software gets flaky, or when the hard drive dies.
    Because it will.


    If you simply can’t stand Win10, it’s then a easy matter to boot from the flash, restore your computer to factory and run Win Update to get current again with a Factory Fresh computer.

  3. Run the System Restore again.
    Reset the computer back to factory condition.
    There will probably be an option to ‘Refresh’ your system. We don’t want this, we want a Factory Fresh Operating system to upgrade from.
    This will Wipe out the hard drive, and install the recovery partition onto the hard drive.
    -> make sure you have your data backed up!
    -> make sure you have your data backed up!

    Let the process complete, go thru the setup screens:
    and ..
    ** Your computer will now be new again. **
  4. Head over to the Windows Upgrade site, and download the Win10 upgrade.
    You may have to upgrade (let Win update run a few cycles) your Win7 computer first to SP1 for this tool to run.
  5. Run it.
  6. Let it upgrade, and follow the prompts.
    Personally I select custom during the upgrade, and turn off all of the ‘iffy nosey privacy Microsoft stuff’ but you can easily shut it off later. Again, Google is your friend for this.
  7. Put your data back on the new computer.
    1. If you only backed up to a flash or external hard drive, plug it in and drag your files back over to your computer.
    2. If you have your data on OneDrive – it is now part of Win10, and will synchronize automatically when you run it… all your files will be copied from OneDrive Cloud to your Local Onedrive folder after you run OneDrive for the first time.
    3. If you also used Google Drive for you cloud services, go to to  and install Google Drive. Follow the prompts and allow it time to sync. All of your files will now be on your new computer.
  8. Install any software that you need from your old operating system.
    This is really  the only potentially painful part of a computer restoration.
  9. Congratulations.
    You now have:
    a FRESH computer
    with the NEWEST operating system,
    with all of your files on it,
    and you’ve got backups of your data.
    You win!
  10. Next, Check out some of the 1,000,000+ sites that will teach you how to use Win10.
    It’s secure, simple, intuitive and the future.
    Click the picture to search Google 😉
    Screenshot (334)


Contact me anytime for assistance.



Here’s the majority of the text of my Facebook Post that inspired me to put this on the site…

I’ve upgraded MANY Boxes, for myself and customers.
There is a trick to doing it successfully.
Win10 is far better and more stable than 7 or 8, and in reality WIn10 is simply a combination of the best of Win7 and Win8.
There is NO WAY that Microsoft can anticipate all of the random software that people install on their computers, they can only deal with the 80% …
… add in any hidden malware / adware / trojans or virus – and it only complicates matters further. This creates most peoples problems.
— The secret for a flawless upgrade is to:
1. Back up your data. (You should do this anyway wink emoticon )
Pull all your important files and pictures off to removable media. To an eternal flash drive or external hard drive.
Keep it all in simple folders that you name – so that you can simply drag the folder over to the external drive for a backup.
1a. ALSO use the free cloud services to keep your data backed up for free across multiple systems… I setup Google Drive and One drive for customers to keep their data backed up across multiple computers and the cloud.
It’s simple, free, and your data will ‘live forever.’ Personally I keep sensitive documents only on local flash / DVD backups, but the encryption and security of cloud storage is enterprise level now, and is not a problem.
*** If you keep all your pictures and documents in the Google Drive and OneDrive folders, (instead of having them all over the destop and in the different windows folders) again, backup is simple – plug in a flash drive or removable hard drive – drag the Google Drive or OneDrive folder over to it .. let it copy .. bam you have a painless backup of all of your data.
I’ve got a blog / website for my consulting business – I don’t advertise, and am faaar too busy wink emoticon There’s also occasionally -updated facebook page
This is what I do personally, and what I set up for my customers.
2. **** Do a factory reset of the WIn7 or Win8 computer.
This takes the computer back to the original condition/software that came with the computer when it was shipped.
Every computer now ships no longer with a set of recovery disks, the recovery partition and software to recover it are unique for some manufacturers – but the all include it on the original hard drive.
run the software – Google is your friend for the different manufacturers.
****** You should ALSO create the recovery software on a flash drive.
There will be an option for it in the recovery software.
It will take an 8 or 16gig flash drive and 15 or 20 min.
Once you create this for a particular computer you can ALWAYS in the future boot from it, and then bring the computer back to factory condition – if your hard drive dies before you do this, you will never be able to create it.
I do this for EVERY computer that I work on.
3. Connect to the internet. GO to the website for the WIn10 upgrade software and install it. .
—- You will now be installing fresh Win10 over fresh Win7 or Win8 with NO additional variables. —-
–> This has worked for me every time.
Like · Reply · Just now · Edited
Mike Bailey


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