When upgrading and PC, It pays to do a little prep work to make it a smooth transition…

I have gone through seven system reloads in the past four months and with the last one it was made clear to me that you can never be too prepared for your transition from the old to the new. There are a few things that you need to think about, find and have ready at hand before you start the procedure.

1. Make sure you have your data backed up. The old adage, measure twice cut once is never more true than when you are about to transition to a new operating system. If you hold to the best way to clean up a system is to wipe it clean and start fresh, then whatever you had on the machine will no longer be there when you complete the new operating system installation. There is no going back to get the data so if you forget something, and you don’t have it backed up, well, it is gone in to the wind. It is important to remember how applications work. Recently I lost a year’s worth of notes because I was too cavalier about how well I had things backed up. I had thought I had everything already moved off of a workstation and moved onto the network storage (as it should have been) and it all went up in smoke. I have readjusted the way the application data is handled now, but it is too late for all of that historical data. Take it to heart that even the ones that preach backup can be bit when they are not careful enough. At the office we backup a system to a new drive before we even start a transition. As long as someone doesn’t get in the way and state that they have taken care of the info, if you look at what you are using and where you have it, you can take the steps to protect you precious information.
2. Take inventory of all the applications that you use. This will insure that your system will be up and running with all the tools you use as quickly as possible. Gather all the disks for you applications and their keys so that you can work right down the line to get the machine up and running the way you want. Here is my list of applications that I made when I prepped to install the new Windows 7 RTM on my home systems. The first thing I did was to reload Office when I finished installing the operating system so that I had access to my checklist. If you are well prepped with all your programs and unlock codes you will be able to breeze through the installation and keep your frustration level to a minimum.
3. Make sure you have available the current versions of your programs and that they are compatible with the new operating system. If you are installing into a office situation this is much more critical then in a home environment. Realize that this is the time to trim the fat. My systems tend to get bloated with all of the software installs that I perform on weekly basis to try out new things. Curiosity of the cat and all. This is one of the prime reasons that I reinstall a system as often as I do. It is easier to just start fresh sometimes then to try to make a system come back to peak performance with tweaking. This is suggestion is another attempt at limiting your frustration with the process.
4. Make sure that you have blocked out the time to do your upgrade. You don’t want to be losing your place or forgetting some key programs because you have split your attention between different projects.

Transitioning can be as painless or as painful as you allow it to be, the best way to get through the process is pre-planning the event.