How to Prepare For an Operating System Upgrade

Posted on Aug 6 2020 - 11:42am by Rohit Shetty

Upgrading software is a task that should do with some care. When you upgrade an application you should backup your data for it. But when you are performing an operating system upgrade, you should do more than just backup the data.

Because an Operating System (OS) controls how your computer interacts with the components attached to your computer and with how it communicates with networks and the Internet, you should put some time into preparing your migration. What I am stating here applies to ALL operating systems. No matter what the system upgrade is, whether it is a Linux os upgrade, Mac os upgrade or a Windows 7 upgrade, you need to backup all your application data first.

System software, no matter what the computing platform, effects how the computer sees the world and how it interacts with it. For your migration to be as painless as possible, you should go through the following list. Skipping any step on the list could cause you to lose data or make your computer inoperable under the new OS.

1. Determine if the new OS is compatible with the hardware you have.

a. This step is the most critical and cannot be skipped.

-i. Go to the vendor’s website and find out what the minimum hardware requirements are. Important items here are:



1. Memory Requirements

2. Hard Drive Space Required for installation

3. Graphics Card Support

4. Video Support (Monitor or LCD panel)

5. Installation Source

a. CD, DVD, hard drive or network

6. Supported Devices and Equipment

a. If you own unsupported items, they may or may not work and most likely will have to be replaced.

-i. This affects printers, scanners, and all-in-one printer/fax/scanners

-ii. Your DVD and hard drive

1. This can get really bad if the DVD you are installing from isn’t supported and suddenly fails on you.

2. Determine the type of install you are wanting to perform:

a. Clean Install – which reformats the hard drive before installation.

-i. This is usually the best option, as it checks hard drive integrity during the installation, as well as removing any potential virus or spyware during the install.

b. Upgrade leaving Old System files intact.

-i. Some folks do this for purposes of setting up a dual-boot system that can boot the old or new OS.

-ii. I recommend this only to advanced users, as problems can occur if the installation has problems…data can be lost in this scenario.

c. Deleting the old OS and keeping existing programs and settings.

-i. This option is not always possible, as some OSes, like Windows 7, require reinstallation of applications before they can be made usable under the new OS.

3. Plan your strategy for backing up your data and do it. Copy the data to CD, DVD or a hard drive before you do the upgrade. If you don’t back up your documents, you may lose them, especially if you do a “Clean Install,” which reformats the hard drive before installation. Application data varies on where it is stored, and some of us store lots of files on our desktop as well as our Documents folder, (this is very true of both Mac and Windows users).

a. Look around for your files a little and make SURE you have backed up all your important files, or else you can lose them.

b. The ideal solution here is to back up the entire hard drive as an image with a backup utility. There are a number of free options out there for each operating system, just get the right one for your current OS. Make sure the program is compatible with your new OS, or it won’t do you any good.

4.Verify that the data you backed up is usable. Open some of the files to verify them, or if the backup utility you used can do this, use it to verify the data. It seems like this is overkill, but you will be much happier if you can retrieve your data after the migration.

5.If you are using a CD or DVD for the install, make a backup of your installation discs before proceeding, and put the originals in a safe place. This may sound like an extra step, but take it from someone who lost an original of Microsoft Office several years ago due to it being damaged in the drive. If you get scratches on a backup, all you have to do is to make another copy to do your install – don’t assume the manufacturer of the software will be willing to replace the damaged original. Use the backup of the installation disc for all installs and for all re-installs and you won’t be sorry.

I hope this information helps you out and allows you to make a smooth migration from one OS to another. If you followed the steps above and the installation goes bad, you can try to install again. If worst comes to worst, you can reinstall the old OS and copy your data back until you fix whatever the problem was that prevented a successful upgrade.

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