The Right Way to Install Windows XP
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The Right Way To Install Windows XPlast updated June, 2009
There is often more than one way to do things "the right way". Installing and setting up
an operating systemis no exception to this. This guide is based on my experience
working with XP since RC1, doing more custom installations than I can count, andinteraction/discussion with other geeks. I have found this method to offer the best
results for performance, stability, and error free installation. I make no guarantees. Ifyou have a problem it is more than likely your hardware and/or its drivers, or you didn't
follow the drivers installation instructions. I don't have or claim to have all the answers.If you have a suggestion for this guide, or think you have a better method of doing
something, contact me.
If you just want to see the order I use to install XP and its apps, click HERE.
Wanna know exactly how I do it? See: How I Install Windows XP
* Please read through this entire guide before doing anything.**If you are on a broadband connection. Make sure you are behind a firewall
router before installing XP.
Can I Use XP?Check with Microsoft to make sure your system meets the requirements ( more on that
follows). Check here for XP Pro and here XP Home. The Microsoft Hardware Compatibility
List is also a good starting point. Some inexperienced folks think it's a myth that XPneeds high end hardware to run. Well...it doesn't exactly takehigh-endhardware but
Microsoft's specs are, quite frankly, a joke. "Run" is the optional term here, I've seen it"run" on a lot of stuff. On anything less than 800 MHz, with 256 of RAM, sure it "runs"...
like a 3-legged turtle in quicksand. My recommended minimum specs: 1 GHz with 512
MB of RAM.Which Version?
Since XP was released there has been considerable argument and misinformation over which version is best.
The vast majority of people will find XP Home more than adequate. For a view of the differences andrecommendations from Microsoft go here: Five editions of Windows XP compared.
Backup Everything!Save all your docs, picture, music, email settings, and files to another computer and/orremovable media such as an external drive or CD/DVD.
A very useful FREE tool for this is Microsoft's SyncToy v2.0 for Windows XP.
It is a good idea to fully update your anti-virus software and do a full computer scanbefore doing this.
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If you use an imaging program like Acronis True ImageI highly suggest making a final
image of you entire drive before continuing in case something goes horribly wrong. Thisshould be written to a CD/DVD.
Download What You'll Need
Download Service Pack 3If your XP CD does not have Service Pack 3 then download Service Pack 3. After you do
this I would HIGHLY RECOMMEND you make a slipstreamed Service Pack 2 Installation
Disk."Slipstreaming" refers to integrating something (in this case SP3) into the Windows XP
disk. This makes for a faster, cleaner, safer installation.For a simple slipstream only guide I like:
Paul Thurrott's Slipstreaming Windows XP with Service Pack 3
For an advanced slipstreaming and installation customizing guide see:MSFN's Creating the ultimate Unattended Windows XP CD
***Highly recommended - For an advanced slipstreaming and installation customizingprogram check outnLite.
I've like all 3 and have used them without issue.
Download Drivers
Download and install a System Information Tool. I prefer:SIW
Use the information from these tools to determine your hardware and download the latest drivers from thevendors. If your components are "built-in" (mounted on the motherboard) then see the Motherboard or System
Manufacturer for drivers. If you have older hardware (+ 1 year) chances are XP w/SP3 already has sufficientdrivers and Windows Update may have the drivers or updated drivers. If your hardware is newer than ServicePack 3 then it should have come with a CD containing those drivers. Still, it doesn't hurt to go to your
manufacturers download site and check to see if you have the latest version of everything. Video cards seem to
have new driver updates more than most hardware and you will absolutely want the latest drivers for them.FWIW - There are often different versions of drivers (WHQL, beta, alpha, etc.). Personally, unless I'm doing
testing, I usually only use WHQL drivers and usually after they have been out a week or more. Let someone
else discover if they have issues or not. The important drivers are:-Motherboard - these are most often referred to as "Chipset Drivers".
(yes fellow geeks I know, but that is a good enough description for those using this guide)
-Video
-Sound-Storage controllers - things like SCSI, SATA, ATA, or RAID cards/components.
NIC & Modem drivers - NIC = Ethernet card
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Popular vendor links:
Motherboards/Chipsets Systems Video
AbitAMD
AopenAsusChaintech
Epox
GigabyteIntelFor any Intel based motherboard.Download the
Intel Chipset Software Installation Utility.
MSINvidia
Shuttle
SiSTyan
VIA
DellCompaq/HP
CompUSAeMachinesGateway
IBM
SonyToshiba
ATIIntel
MatroxNvidia
Sound NIC & Modem Storage Controllers
Creative
Turtle Beach
3com
BuffaloCreative
Dlink
HawkingIntel
Linksys
NetgearU.S. Robitics
3ware
AdaptecIntel
Maxtor
PromiseWestern Digital
Prepare Your Computer
Turn off your power supply and monitor. Unplug the power supply. Now unplug everything from the back of
the computer. Take the left side (as you look at the front) of the computer case off. On some cases the top and
sides are one piece, if so remove the whole thing. Vacuum the inside of the computer, especially around thefans. It may be necessary to remove the front cover to adequately clean in front of the front fan. A can of
compressed air helps tremendously with this.
This is a great time to add any hardware!Put it all back together. Plug everything back in. Turn on your power supply. Start up the computer and make
sure everything works. Shut it off again.
Installation
*Note to wi-fi users. I recommend you use a wired connection for everything until XP is completely setup.
Disable the wi-fi connection on first boot or as soon as you get the drivers installed. To disable the connection
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Open your Network Connection Properties, go to Start > Run > type control ncpa.cplexactly as you see here >
right-click on the wi-fi connection and choose disable.
Start your computer and insert the XP disk. If your computer supports booting from a CD you may need to
change the bios startup options. The key you press to access the bios may differ depending on the make of your
computer. Most use the DELETE key, if not then it will be one of the FUNCTION keys (F1, F2, etc.) Savechanges and exit. If your computer does not support booting from CD then insert the firstWindows XP floppy
disk.
As the system boots you will see a message at the bottom of the screen:"Press F6 if you need to install a 3rd party SCSI or RAID driver." If you do, follow the instructions.
Now setup begins. If you had another Operating System on your computer you will be asked what type of
installation you want to perform. NEVER, EVER UPGRADE AN OPERATING SYSTEM!!! You will performnew installation.
There are many reasons to do a clean installation rather than an upgrade. They all boil down to 2 importantones. Less chance of errors and performance. The following statement from Microsoft can be found
here:Benchmarking on Windows XP.
Clean Installation PreferredWhen benchmarking Windows XP, Microsoft strongly recommends a clean installation using NTFS. There
are several reasons why performance for a clean installation will tend to be superior to that for upgraded
systems. An upgraded system will constrain the placement of files andfile system data. The old disk format
may not use an optimal file system cluster size. In a clean installation, the placement of file system data on
the disk and the internal organization of that data can be optimized, resulting in a smaller system footprint
and fewer and faster I/Os when using the system.
When performing a clean install, Microsoft recommends that NTFS be used and that the system be
installed in a single partition on each disk. Under Windows XP, big partitions are better managed than in
previous versions of Windows. Forcing installed software into several partitions on the disk necessitates
longer seeks when running the system and software.If you do choose an upgrade from Windows 2000 or Windows 9x, you may be working with a FAT32 file
system. Performance will generally be better if the file system is left as it is, rather than converted to NTFS.
A partition converted from FAT32 to NTFS may have to use 512-byte clusters, rather than 4096-byte or
8192-byte clusters, which can result in a higher number of fragmented files.
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Next comes the ever popular EULA, press F8 and move on.
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If there are partitions on your drive press D to delete them. Then press C to create a new
partition.
If you create or resize partitions BE CAREFUL, you will destroy data on other partitions if you do this. On a
computer with a single hard drive I usually use a partition of around 10gbfor Windows XP. I install theapplications on the same drive and I use a backup program. It makes things easier. If you desire the utmost
speed and efficiency, put Windows XP and the applications on a drive by itself with no other partitions. Given
the size of hard drives these days this may be expensive and/or impractical. After pressing C the following
screen will appear. Type in a size for your partition and press the Enter key.
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If everything looks right, use the arrow key to highlight the correct partition (should be C:) and press the Enter
key.
Format this partition using NTFS. Personally I think it's best not to use the "Quick" option. Using the standardoption checks the disk for bad sectors. This will take a while. Some people have asked "I've heard that FAT32 is
faster, why use NTFS?" First NTFS is only about 1-2% slower than FAT32 and only on drives/volumes 32GB
in size or smaller. It is faster because of the overhead created by the security of NTFS. Second, you caneliminate the majority of that overhead by following my tweak guide. Third, the aforementioned security is
exactly why you should use NTFS!
After formatting the setup files will be loaded and the system will reboot. At this point if you had a floppy in the
drive then remove it.
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(click on Thumbnails for a larger view)
As setup begins you'll be asked to fill in some info. Most are self-explanatory. Click on the Thumbnails for
larger views if you desire.
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Windows will ask for Region and Language (the default is U.S., English)
Your Name. First name will do.
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Your CD shipped with a Product Key. Enter it now.
Computer Name and Administrator Password
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Time Zone, Date & Time
Network Settings. Leave it as is.
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Type in your workgroup name or leave as is if you don't have one.
When the basic install is finished you'll see this screen. Click Next.
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Choose your poison and click Next.
Choose your poison and click Next.
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Absolutely DO NOT Activate yet! Click Next.
Fill in the appropriate info and click Next.
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Finished!
What the first screen looks like:
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After Initial Installation
If you did not make a slipstreamed CD and you downloaded it ahead of time, install Service Pack 2.
Those with a newer computer or motherboard may need to install your motherboard or chipset drivers here. Usethe CD that came with the hardware or that you downloaded, reboot.
For people who hate the new GUI you can switch to a more classic view. Right click on START > click
properties > click the classic start menu button, now click CUSTOMIZE > place a check in the EXPANDCONTROL PANEL option. All CONTROL PANEL options can now be accessed from START > SETTINGS
> CONTROL PANEL > (option) If you are like me and want to see all of the programs in the start menu
(instead of a few items and some arrows at the bottom), uncheck the USE PERSONALIZED MENUS option.Click OK to close that box and APPLY to close the next.
What they look like:(click on Thumbnails for a larger view)
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New Start Menu
Classic Start Menu
Now load your video card drivers. The download page for those drivers had instructions on it for a reason. The
biggest reason people have problems installing video cards is not following these instructions.
If you are going to add more user accounts to your computer, now is a good time to do it.
Reboot and start up in Safe Mode (press F8 while booting and choose Safe Mode)
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Press the Windows & R keys > type cleanmgr /sageset:50 . Ensure there is a space between cleanmgr and / >
click OK. In the resulting screen, choose your options by checking the boxes. I choose all but the bottom two.Click OK. Press the Windows & R keys > type cleanmgr /sagerun:50. When Disk cleanup is finished,
Reboot.
Windows Update
*Note to wi-fi users. I recommend you use a wired connection for everything until XP is completely setup.
Disable the wi-fi connection on first boot or as soon as you get the drivers installed. To disable the connectionOpen your Network Connection Properties, go to Start > Run > type control ncpa.cplexactly as you see here >
right-click on the wi-fi connection and choose disable.
Now you need to load your ISP software, or configure your computer for your broadband connection. If XPdidn't already install the NIC/modem drivers for you, install them now. Then load your ISP software. You
should only load ISP software if you have to use it to connect. Most of the ISP software I have seen is loaded
with junk.
Sign on to the web. DO NOT check email, DO NOT IM, just go to Windows Update ( START >WINDOWSUPDATE).
Now...Microsoft has decided to be a royal PITA and has introduced a series of "validation" checks to ensureyou are using a "valid" copy of XP. What it boils down to is they are assuming you are a criminal and you have
to prove you aren't. This is also a major inconvenience because you'll now have to activate XP instead of being
able to wait to make sure everything is running right before activating. A series of screens will pop up asking to
install this and that. You want to update automatically you have no choice. Click yes, next install, whatever andget that stuff installed.
When all that Bravo Sierra is finished, click on the SCAN FOR UPDATESlink. You'll get a choice between
Express Install and Custom Install. Choose Custom Install. Install theHigh Priority Updates, undertheSoftware, Optionalsection choose >.NET Framework, and Windows Media Player 10, Check theHardware,
Optionalsection to see if anything is there and check those too. When those are finished, reboot sign on to
Windows Update again and install any remainingHigh Priority updates. Reboot into Safe Mode again and runcleanmgr /sagesrun:50
Install Remaining Hardware
***Try to follow the manufactures instructions on installing your hardware. Check your manual or the
manufacturers support pages for these. Some hardware may require you to install software before
installing/attaching hardware.
Open DEVICE MANAGER
To open DEVICE MANAGER: Press the Windows + R keys, type in devmgmt.msc .Any hardware without a driver will be in a section with a yellow question mark:
Device Manager(click on Thumbnail for a larger view)
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If that hardware has a CD or file that will automatically install everything, run it now.If you have anything left in DEVICE MANAGER that hasn't had its driver installed, try the following before
attempting to install the driver manually.
Right click on the device > choose UPDATE DRIVER > in the resulting screen chooseInstall the software
automatically. If your lucky XP will already have the driver. If not you'll have to do it manually.
To install a driver manually: In DEVICE MANAGER, double-click that hardware item > Click theReinstall
Driverbutton > in the resulting screen checkNo, not this time and clickNext>
- If you know exactly what driver you want to install chooseInstall from a list or specific location
(Advanced)and in the following screens browse to the location of the file to install the driver. Insert themanufacturers CD if needed.
- If you do not know exactly what driver to install insert the manufacturer CD and chooseInstall the software
automatically (Recommended) > If that does not work, go back and this time chooseInstall from a list or
specific location (Advanced) > in the resulting screen in the Search for the best driver in these locationssection
check the box that saysInclude this location in the search and browse to the file that contains you driver. If thatfails you'll have to do it manually.
If you need to partition and/or format other drives and partitions, do so now. You can do this from
ADMINISTRATIVE TOOLS > DISK MANAGEMENT or use a program like Acronis Disk Director.
Install Peripheral DevicesThis will be devices like printers, mp3 players, cameras, scanners, etc...
***Try to follow the manufactures instructions on installing your hardware. Check your manual or themanufacturers support pages for these. Some hardware may require you to install software before
installing/attaching hardware.
If you use an Imaging program like Acronis True Image. Install it now and make a backup.
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