How To Try Windows 8 Out Today With a Dual Boot Installation or Virtualization
Happy Windows 8 Consumer Preview day! Or, rather, happy
day-after-Windows-8…. you get the idea. As an astute Maximum PC reader,
you’re no doubt itching to get your hands on
a not-quite-final build of Windows 8 to tinker around with.
But here’s the problem: You like using your current operating system.
In fact, you probably have a great number of files, applications, and
games all intertwined with your current operating system. And the
absolute last thing you want to do – aside from learning how to use the
Metro UI (we kid, we kid) – is back up everything within your operating
system, wipe your drive, and introduce a fresh-faced Windows 8 into your
life as your primary OS. Just think of all the application
reinstallations you’ll have to go through! (
Ninite is your friend, but we digress)
Luckily, you have two awesome options when it comes to testing out
Windows 8 without mucking up your primary Windows installation,
settings, files, or any of that. You can split your current hard drive
storage setup to create an extra, blank partition – Windows 8 goes
there. Or, if you just want to monkey around in a self-contained
environment within your current operating system, you can install
Windows 8 onto a virtual PC.
Which do you pick? It’s entirely up to you. A
dedicated installation
on a new partition gives Windows 8 the full attention of your system’s
mighty resources. The downside? You’ll have to suffer through the boot
menu every time you load your PC; You won’t be able to access your true
“primary” operating system from Windows 8; Any changes (or issues) you
create are permanent, as you don’t really get a chance to “roll back”
that which you’ve done.
Virtualization, on the other hand, costs you system
resources and overall speed – it can be a real hog – but it allows you
to marry Windows 8 to your existing operating system. Transferring files
is easy; Jumping between the two operating systems is easier; You can
test out apps in Windows 8 and still be able to use them in your
existing OS if things go sour; And, most importantly, you can quickly
revert back to prior versions of the OS and easily delete your virtual
Windows 8 once you’re done toying around.
That’s a super-quick overview of some of the pros and cons of dual-booting versus virtualization. Here’s how you do both:
Dual-Booting
Grab the
Windows 8 Consumer Preview setup file
and give ‘er a run. While your version of the operating system
downloads (32-bit or 64-bit, depending on what the setup program picks
for your PC), go check your available hard drive space in Windows
explorer. You’ll need to have at least 16 free gigabytes for a 32-bit
installation of Windows 8 or 20 free gigabytes for a 64-bit
installation.
Once finished, Windows will prompt you to install Windows 8 by giving
you three options to pick from: “Install Now,” “Install on another
partition,” and “Install later.” Pick option number two (partition), and
the subsequent screen will ask you how you want to go about creating
the installation media you’ll need to use.
While we always recommend that you let Windows 8 create an
installation vehicle out of a USB key when possible (it’s just so
speedy), your success in getting this approach to actually install
Windows 8 entirely depends on just how well your motherboard supports
USB-based installations. In other words, it might not work for you:
We’ve previously run into problems when plugging our flash drives into
USB 3.0 slots to perform the installation, so avoid that if you find
yourself hitting your head against the wall when trying to install
Windows 8 using a USB drive.
The Windows Consumer Preview setup program will automatically format
your key and slap the necessary files on it. As this process chugs
along, fire up your control panel (Windows 7 users) and click on the
Administrative Tools icon. From there, double-click on “Computer
Management,” and then select the “Disk Management” option on the
left-hand sidebar. Roll up your shirtsleeves: It’s time to partition
your hard drive.
Everyone’s hard drive setup can vary, so we’ll just walk you through
the basics of splitting a single drive partition into two. Right-click
on the graphical storage “chunk” that’s home to your primary NTFS volume
(C:) and select “Shrink Volume.” Input just how much you want to shave
off your primary operating system’s partition – remember, 1,024
megabytes equals one gigabyte -- and hit the “Shrink” button.
What do you get? A new chunk of black, unallocated space to the right
of your once-larger primary partition. Right-click on this empty space
and select “New Simple Volume.” The prompts are fairly self-explanatory
after this point – just make sure to give your new partition a
recognizable name and format it as an NTFS partition. Voila. You’re
ready to install Windows 8.
Once the Windows Consumer Preview setup program has finished with
your USB key, restart your computer. As it reboots, watch your boot
sequence for any prompts related to “booting” or “boot order” – in our
case, we only have to hit the F12 key to access a “select where you want
to boot from” menu. But since your motherboard is surely different,
this option might be mapped to another key. Or, worse, you might have to
go into your BIOS settings and change the order of how your system
boots off of its various devices. Again, this setting is found in
different places on different motherboards, so you’re on your own for
this small – but critical – step.
Select the correct option – USB HDD, in our case – reboot your
computer, and the official Windows 8 installation program should
automatically fire up. Click on the “Install Now” button, enter you
product key (that you received way back when creating your USB Windows 8
installer), accept Microsoft’s license terms, and select the option for
a “Custom” installation. Pick the partition you previously created
(hence the importance of giving it a good and noteworthy name), click on
“Next,” and go make yourself a pleasant beverage while you wait for the
installer to work its magic.
From there, it’s all downhill: Windows 8 will reboot your system a
few times before the installation finishes, and it’ll then ask you a
series of questions to help you personalize your operating system prior
to the first official run – including asking you to log into your
official Microsoft account, if you so choose. One last tip, however:
When you go to reboot your system to actually
load Windows 8
for the first time, take out your USB key during your motherboard’s boot
sequence. If not, and if you set your system to always boot off any
available USB devices before your hard drive, you’ll find yourself
continually looping back to the Windows 8 installation program. That’s
just silly.
Virtualizing
Who needs partitions when you can just run your new operating system
within
your operating system? Once you’ve downloaded the Windows 8 Consumer
Preview installation files and the setup program is asking you where
you’d like to slap ‘em – on a USB key or as an ISO file to burn to a DVD
– you’re going to want to pick the ISO option this time. Save the ISO
file somewhere on your computer, but don’t go reaching for the DVDs just
yet – no need.
Head on over to the official website of the (free) virtualization software
Oracle VM Virtualbox
(hereafter called simply “Virtualbox”) and download the setup file. Why
are we not using Windows Virtual PC, you Windows 7 users might ask?
Simple: It doesn’t support 64-bit installations of operating systems.
Virtualbox does, and is every bit as free as Microsoft’s app.
Once you’ve installed Virtualbox, click on the big ol’ “New” button
in the app’s upper-left-hand corner. Enter a good name for your virtual
machine on the next prompt and make sure that both Microsoft Windows and
Windows 8 are selected within the corresponding “OS Type” drop-downs
(it goes without saying).
From here, there aren’t a lot of options that you really need to edit
– you can pass through most using the default options that VirtualBox
has already selected on your behalf, save for those we mention below.
Click Next until you’re given a slider that asks you to adjust how
much memory you want to assign to you virtual operating system. Windows 8
require a minimum of one gigabyte to run; If you can spare it, up your
virtual machine to at least two gigabytes (2,048 megabytes).
Now, where are you going to physically store your operating system’s
files? On a virtual hard drive, of course! The option to “Create new
hard disk” is selected by default once you reach VirtualBox’s Virtual
Hard Disk screen. That’s great. Click Next until you reach the screen
where you’re asked to set your hard drive’s size. Remember: 16 gigabytes
minimum for a 32-bit installation, 20 gigabytes minimum for a 64-bit
installation. Adjust your size as you see fit, then click Next
(selecting all the default prompts from that point forward) until you’re
taken back to the main Oracle VM VirtualBox Manager screen. Almost
there!
Highlight your new Virtual Machine and click on the big “Settings”
icon above. While you can fiddle with a number of advanced settings to
boost the performance of your to-be-Windows 8 installation – like adding
support for more of you CPU’s cores within the “System” menu – the most
critical piece of the puzzle that you need to set into place is your
Windows 8 installation CD. Or, in this case, the ISO you previously made
that your Virtual Machine will need to mount to install the OS.
Click on the “Storage” option on the left-hand menu on the Settings
window. Under “IDE Controller,” you should see a big fat “Empty” next to
an icon of a DVD. Click on "Empty." Then, click on the icon of a CD
that appears next to the “CD/DVD Drive” drop-down menu on the right
portion of the Settings window. Go find your ISO file. Click “OK” to
mount the disc and exit out of the Settings window.
Ready? Click on the big green “Start” arrow after you’ve clicked on
your Windows 8 virtual machine. Run through the Windows 8 installation
process (it’s easy, since you’re just custom-installing the operating
system to a single virtual hard drive), run through the Windows 8
personalization process, and enjoy your new OS within an OS.
Wrap-up
Sounds simple? Installing the Windows 8 Consumer Preview is a piece
of cake. But if you just want a quick checklist for both dual-booting
and virtualizing the operating system, well, we aim to please:
Dual-Boot
- Run the Windows 8 Consumer Preview Setup Program. Download the OS and use a USB key for the installation.
- Fire up your Computer Management window (under Administrative Tools in you Control Panel).
- Shrink your primary partition by at least 16 or 20 gigabytes (more, if you can afford it).
- Create a new, simple NTFS volume on your new block of unallocated space. Give it a good name.
- Reboot your system and jam the appropriate key during the boot
sequence to access your motherboard’s boot selection list (or BIOS
settings, if you have to adjust the boot order manually).
- Boot onto your USB key. Punch in your Windows key, select a custom installation to your new partition, and let ‘er rip.
- Run through Windows 8’s litany of personalization options. Try to figure out the new Metro UI.
Virtualization
- Run the Windows 8 Consumer Preview Setup Program. Make an ISO out of
the installation files and save it somewhere on your desktop.
- Download and install VirtualBox.
- Create a new Virtual Machine. Make sure you’ve selected Windows 8 as the OS type.
- Give yourself enough RAM (at least 1 GB) and Virtual Hard Drive space (16 or 20 gigabytes)
- Mount your Windows 8 ISO within you Virtual Machine’s Settings window
- Launch your Virtual Machine; Install Windows; Try to figure out the new Metro UI.
For more from David, former Maximum PC editor and Windows enthusiast, follow him on Facebook or Twitter (@thedavidmurphy).
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