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Upgrading to Windows 7 Using the HP Upgrade Assistant

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This document pertains to HP Notebook PCs being upgraded from Windows Vista Home Premium, Business, and Ultimate to Windows 7 using the HP Upgrade Assistant DVD ordered from HP. This program ended on March 1, 2010 and the DVD can no longer be ordered from HP.
If you are using a retail copy of Windows 7, see Upgrading to Windows 7 .

What is the HP Upgrade Assistant and is it right for my computer?

The HP Upgrade Assistant, designed for HP notebook computers sold between June 26, 2009 and January 31, 2010, consists of two discs:
  • An HP disc containing the HP Upgrade Assistant, required BIOS updates, hardware drivers, and HP help and support utilities.
  • A Microsoft Windows 7 operating system installation disc.
The HP Upgrade Assistant contains a testing tool that verifies a computer is an HP up-gradable notebook computer. If the computer does not meet or exceed all the HP requirements, the utility will issue a report and abort the upgrade process. If the computer meets all the requirements, the utility prompts you through the steps needed to prepare the notebook for the upgrade to Windows 7.
If you upgrade your HP computer to Windows 7 without using the HP Upgrade Assistant, and should request technical support from HP, you may be required to reinstall the Windows 7 OS using the HP Upgrade Assistant BEFORE receiving any assistance.

What should I do first before starting the upgrade?

Before you start the HP Upgrade Assistant, do the following:
  • Print and read this entire document. If you do not understand the information, or are hesitant about doing the upgrade yourself, contact HP or an HP authorized service center for assistance.
  • Verify that you have installation discs and registration keys for all HP and other software that you want to install after you upgrade to Windows 7. You will need these installation discs if you choose the custom installation of Windows 7 rather than the upgrade. Some programs that were designed for Windows Vista will not work in Windows 7, even if you have the original installation discs.
  • HP does not provide discs for programs that were pre-installed with Vista. You may have to purchase a new, Windows 7-compatible version of the software. Contact the software manufacturers for their policy on upgrades and Windows 7 compatible products.
  • If you have not already created a set of recovery discs, you should do so before upgrading. You can only create one (1) set of HP Recovery discs, and the discs will not work on a different computer. You should create the Vista recovery discs before upgrading to Windows 7 because, if for any reason you wish to return to Vista, you can use the recovery discs to re-install the original Vista operating system. See Performing an HP System Recovery (Windows Vista) for additional information.
NOTE:Your Vista notebook has a recovery partition on the hard drive containing the recovery files necessary to return your computer to its original Windows Vista configuration. To recover the computer from this partition press the F11 key repeatedly after starting the computer.

Overview of the total upgrade process

The following is a summary of the steps involved in the process of upgrading a computer from Windows Vista to Windows 7. Additional step-by-step details are included in other sections of this document.
  1. Insert the DVD containing the HP Upgrade Assistant in the optical drive and allow it to automatically start the HP Upgrade Manager.
  2. Allow the HP Upgrade Manager to verify that the computer can support Windows 7. Windows 7 does not install on a computer that does not meet specific minimum criteria.
  3. You will be prompted to back up all your data files to external storage media.
  4. Now that the hard drive has been prepared, you will be prompted to insert the Microsoft Windows 7 operating system disc into the DVD/CD-ROM drive.
  5. The utility will prompt you to press any key to begin the BIOS update process. On completion of the BIOS update, the computer will shut down.
  6. You must restart the computer and insert the Windows 7 operating system DVD. You will be prompted to choose between a custom install and an upgrade, and to enter the installation key numbers. HP recommends choosing the upgrade option.
  7. Once the Windows 7 installation is complete, restart the HP Upgrade Assistant. This utility will test the computer and install the latest Windows 7-specific patches and updates from HP.
  8. Once all the updates or patches have installed, you may install any non-HP provided applications using the original manufacturers' discs.
  9. When all your programs are installed and the computer is operating normally, you may recover any of your data files that you backed up earlier in Step 3 if necessary.
Follow the detailed step-by-step instruction below to perform the upgrade.

Critical conditions for a successful installation

To install the Microsoft Windows 7 operating system, and the updates from Microsoft and HP successfully, you must:
  • Connect the computer to an AC power supply. Do not disrupt the power supply during the installation process.
  • If you have a high-speed Internet connection such as DSL or cable modem, connect the computer to the Internet using an Ethernet or USB cable. The installer automatically downloads and applies updates from Microsoft and HP during installation.
  • If you do not have a wired high-speed Internet connection during the installation, Windows 7 cannot install the latest updates from Microsoft and HP. After the installation is complete, go to microsoft.com to download the latest updates from Microsoft. Then go to the HP Software & Driver Downloads page to download and install HP software.
  • Disconnect any printers, external storage devices, and all other peripheral devices from the computer. Once Windows 7 is installed, you may reconnect the devices, one at a time, and allow the computer to install the necessary drivers and programs. Upgraded printer and peripheral drivers may be required.

Start the HP Upgrade Manager from the DVD

The HP Upgrade Assistant for Windows 7 DVD contains the HP Upgrade Manager. The HP Upgrade Manager automates the actions needed to prepare the computer, install Windows 7, and then install programs/updates. To use the HP Upgrade Manager do the following:
  1. Connect the computer to the AC power supply, allow the computer to boot into Windows Vista, and then insert the HP Upgrade Assistant DVD in the optical drive.
  2. When the utility starts and displays a Welcome message, review the instructions, and then click Next to perform each action.

Verify that the computer can support Windows 7

The first test that the HP Upgrade Manager performs is to verify that the computer is a Windows 7 up-gradable notebook computer. Do not attempt to upgrade a computer that fails the HP Upgrade Manager test. Microsoft offers its own minimum Windows 7 up-gradable qualification test. Your computer may pass that Microsoft test; however HP only supports computers that pass the HP Upgrade Manager test. Attempting to use the HP Upgrade Manager on any other computer will cause an error and the utility will quit.
Figure 1: HP Upgrade Manager - Validate Windows 7 capability
Image of the HP Upgrade Manager - Step 1: Validate Windows 7 capability.
If prompted, perform any requested actions, such as uninstalling anti-virus protection or disconnecting a peripheral device, before continuing.

Back up all your data to external media

To preserve your important information, the utility prompts you to back up all your personal files. During the upgrade, all the programs and personal data on the hard drive will be deleted. Use one of the following options to back up your data to a DVD-R/CD-R disc or external storage device.
WARNING:Backup and recovery tools are designed to locate and copy the desired types of files; however, there is no guarantee that they will copy every file. Please read and follow the software manufacturers' instruction for best backup and recovery results. Data may be lost or deleted if backup is not done according to software manufacturers' instructions.
The HP Upgrade Manager will attempt to start the Microsoft Backup and Restore Center.
Figure 2: HP Upgrade Manager - Back up your data
Image of the HP Upgrade Manager - Step 2: Assist you in backing up your personal data.
Click Next to continue.

Update the BIOS and restart the PC

Before it can operate with Windows 7, the computer's Basic Input Output System (BIOS) needs to be updated. This process is called flashing the BIOS. All the information needed to update the BIOS is included in the HP Upgrade Manager.
WARNING:Do not turn off the computer while the BIOS is being updated. Attempting to cancel this update operation will cause damage to the BIOS and will require that the computer be repaired at an HP authorized facility.
Figure 3: HP Upgrade Manager - Update BIOS and firmware
Image of the HP Upgrade Manager - Step 3: Update BIOS and firmware.
Read the information presented on the utility’s window, and continue following the prompts.
  1. When prompted, verify the computer is connected to an AC power supply.
  2. When prompted, click Next to begin flashing the BIOS.
  3. Do not interrupt or attempt to stop the flashing of the BIOS.
  4. When the computer turns off after flashing the BIOS, close the disc drive door, and then press the power button to restart the computer.
  5. When prompted to Press any key to boot from the DVD/CD-ROM disc, press Enter or any other key on the keyboard.
    If the computer starts in Vista, or displays an error message that it cannot find an operating system, turn off the computer and repeat steps 3, 4, and 5 to boot from the DVD/CD-ROM.
Figure 4: Example Flash BIOS update screen
Image of an example flash  BIOS update screen and  confirmation screen.

Insert the Windows 7 operating system disc

After updating the BIOS and firmware, do the following:
  1. When prompted, remove the HP Upgrade Assistant DVD.
  2. Insert the Windows 7 OS disc in the DVD/CD-ROM drive.
Figure 5: HP Upgrade Assistant
Image of the HP Upgrade Assistant opening screen.
Click Next to continue.

Install and set up Windows 7

The computer may restart multiple times during the installation and configuration. The Windows 7 installation could take several hours to complete.
  1. Choose Upgrade from the types of installation.
    Figure 6: Windows 7 installation options
    Image of the Windows 7 installation  screen with Upgrade selected.
    HP strongly recommends that you select the Upgrade option instead of the Custom (Advanced) option. Otherwise your applications and data will be lost.
  2. Please wait while Windows copies and installs Windows 7. The computer will restart multiple times.
    Figure 7: Windows 7 Upgrade progress
    Image of the Windows 7 installation  screen installing files.
  3. When prompted, type the Windows product key.
    Figure 8: Product key entry
    Image of the Windows 7 installation  screen - product key.
  4. Use recommended settings to protect and keep your computer updated
    Figure 9: Windows automatic update settings
    Image of the Windows 7 installation  screen - Use recommended settings screen.
  5. If necessary, select the date, time, and time zone for your location.
    Figure 10: Time and date settings
    Image of the Windows 7 installation  screen - Set time and date screen.
  6. Join a Wireless network (optional).
    Figure 11: Wireless network setup
    Image of the Windows 7 installation  screen - Setup wireless network screen.
  7. Select your network location or type from the available options. If you are at home, select Home network. This step determines the firewall and network sharing settings to be used for the connection.
    Figure 12: Computer's location setup
    Image of the Windows 7 installation  screen - Set up computer's location screen.
  8. If you select Home network you will be prompted to start or join a Home Group. If a Home Group is found, enter the password for that Home Group. If a Home Group is not found, you will be prompted to create one.
    Figure 13: Computer sharing setup
    Image of the Windows 7 installation  screen - Set up computer sharing screen.
  9. After the installation is complete, the computer will restart and prompt you to log in to the Welcome screen.

Complete the upgrade process

Although the Windows 7 OS is installed, many software applications and peripherals (printers, cameras, etc.) may operate with limited functionality, or not at all, until you do the following tasks:
  1. Insert the HP Upgrade Assistant DVD. Follow the onscreen instructions.
  2. In the HP Upgrade Assistant window, on the Post-installation screen, click the link for each update task and complete it:
    1. Run Windows Update for Windows 7.
    2. Run HP Update.
    3. Run your antivirus program update.
    4. Optionally, learn about Windows 7.
  3. When you are done with all the tasks, click the I have performed these tasks. The upgrade is now complete and I am ready to exit this program checkbox, and then click Finish.
  4. Connect any printers and other peripherals, one at a time, and allow Windows to detect the device and install the latest drivers and updates.

Things to do after upgrading to Windows 7

Do the following after the upgrade process has finished.
  • Store all your operating system discs, program discs with registration codes, and backed up data discs in a safe location, away from the computer. You will need all this information if something happens to your computer.
  • Go to the HP Software & Driver Downloads page for your model to download software for Windows 7 that was not included on the upgrade DVD. Software such as the MediaSmart DVD or multimedia applications must be downloaded directly from hp.com.
  • Restore the files that you backed up before the upgrade process began.
  • Install Windows 7 compatible applications from other software manufacturers such as Anti-virus software.
  • Create a set of Windows 7 recovery discs using the Microsoft Backup and Recovery Center.
  • Remove the Certificate of Authenticity label from the upgrade packaging and apply it to your computer. For instructions see Applying the Windows 7 Upgrade Certificate of Authenticity Label to Your Computer .

Using the HP Recovery Manager in Windows 7 after the upgrade

After the upgrade, you cannot start the System Recovery feature in the Recovery Manager from the Windows Start menu. If you ever need to recover the computer operating system, you must perform a System Recovery from discs by using the HP recovery DVDs for Windows Vista, and then repeat these steps to upgrade to Windows 7.
To start the System Recovery, you can do either of these steps:
  • Press the Power button to turn on the computer, and then as you see the initial company logo appear, repeatedly press the F11 key on your keyboard until the Recovery Manager opens.
  • Insert the #1 disc of the HP recovery DVDs for Windows Vista. Shut down or turn off the computer. Press the Power button to turn on the computer. Select to run System Recovery from Discs and follow the onscreen instructions.

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