Procrastinators beware. If you’re a Windows 7 or Windows 8.1 user, you’re nearing a big deadline: on Dec. 31, 2017, the last free major upgrade loophole to Windows 10 will expire: assistive technologies. If you intend to upgrade to Windows 10 and the Fall Creators Update but haven’t actually completed the process, we can help.
For consumers, the choice is a simple one: You’ll be upgraded to either one of two versions of Windows 10: Windows 10 Home, or Windows 10 Professional. (This guide doesn’t cover the upgrade process to Windows 10 Mobile for phones.) Microsoft has also released the official retail pricing for Windows 10, in case you’re building a PC.
During the update process, plan to invest some time in prep work and at least an hour or two in the upgrade process itself. And be careful—some of your applications may be left behind or simply turned off.
(Editor’s Note: We originally wrote this story in 2015, to explain the upgrade process to Windows 10. We’ve updated our story with more details of how the process has evolved, and explain how you can still upgrade to Windows 10, then revert back to Windows 7 or Windows 8.1. Your time is running out, however!)
Aside from one major component of some versions of Windows 7, the transition between the earlier versions of Microsoft’s operating system and the new Windows 10 should be relatively painless. Basically, if you own a “Pro” version of Windows, you’ll migrate to the Professional version of Windows 10. Otherwise, expect to receive a copy of Windows 10 Home. (We have more about the individual Windows 10 editions here.) Be aware, though, that on Aug. 2, you’ll also receive the major Anniversary Update to Windows 10. More on that later.
Besides this story, a good reference is Microsoft’s Windows 10 FAQ, which explains what happens to existing applications on your PC, including (expired) anti-malware subscriptions, as well as the system hardware requirements. A related document is the minimum requirements for a "highly secure" Windows 10 device running the Windows 10 Fall Creators Update -- this generally applies only to enterprise users, but may also affect secure boot in capabilities within consumer editions. What the second document boils down to is relatively simple: make sure you have a sixth-generation Intel Core chip or above, or else a comparable AMD processor.
Also, and this is important: Make sure you’re running a genuine, licensed copy of Windows—sorry, Microsoft won’t be upgrading pirates for free.
Windows 10 prep work
Preparing for Windows 10 was never that hard to begin with, but Microsoft’s made it even easier. Windows 7 users must be running Service Pack 1 to enable the update. At one point, Windows 8 users were required to upgrade to Windows 8.1 before they upgraded to Windows 10. Microsoft representatives confirmed that this is no longer the case, though—Windows 8 will do just fine.
I’ve negotiated several upgrades without having any issue with losing files. Just to be safe, though, back up all critical documents, photos, videos, and whatever else you deem important onto an external storage device of some sort. “Applications, files and settings will migrate as part of the upgrade, however some applications or settings may not migrate,” Microsoft says, somewhat cryptically.
If you’ve done that, then you’re ready to begin. Look for the tiny Windows icon down in the lower-right corner of your taskbar, and click it to launch the Windows 10 reservation app, also referred to as “Get Windows 10” or “GWX”. You’re probably pretty familiar with it anyway, as that’s the app that’s been continually reminding you to download Windows 10.
Here are the system requirements for Windows 10 (and what your options are if your PC doesn’t meet them):
- Processor: 1 gigahertz (GHz) or faster processor or SoC
- RAM: 1 gigabyte (GB) for a 32-bit version, or 2GB for 64-bit
- Hard disk space: 16GB for a 32-bit OS; 20GB for 64-bit OS
- Graphics card: DirectX 9 or later with WDDM 1.0 driver
- Display: 1024x600
Microsoft also warns that even if your PC seemingly meets those specifications, it might not be upgraded. “Driver and firmware support, application compatibility, and feature support” could affect whether the Windows 10 upgrade takes place, not to mention missing or damaged files, or simply having insufficient drive space to complete the upgrade. Use the “check my PC” function within the reservation app to find out whether your computer has been qualified to run Windows 10.
Just to double-check, I completed the upgrade on my last home PC, and I captured it on video in two parts. Here’s the first:
Microsoft advises that the initial Windows 10 download will be about 3GB in size. I found that on a 75Mbps home broadband connection, that took a bit more than 20 minutes. Because the PC I was upgrading contained a regular old hard drive, however, it was the installation that took forever: about 35 minutes just for the “preparation for installation” alone. If you own a newer computer with an SSD, however, expect the installation to proceed much faster. (Be advised that Microsoft may then ask you to perform several additional updates to make Windows 10 current, so allow considerable time, on the order of possibly a few hours.)
Once the installation phase completes, your PC will reboot and the upgrade phase will begin. During this time, Windows will show an animation of a large circle slowly being drawn onscreen to indicate how the upgrade is proceeding, plus a more detailed view at the bottom of the screen.
Here’s the second video explaining the rest of the process:
At this stage, the process should be rather anticlimactic, though you’ll definitely want to take some time near the end to customize settings rather than accept Windows 10’s Express settings. After a reboot or two, you’ll be asked to log in using your password.
After my upgrade was completed, I was rather unceremoniously dumped into Windows 10. In all it took me about two hours to upgrade an older Asus PC to Windows 10.
What you’ll leave behind by migrating to Windows 10
The upgrade process will involve some sacrifices—but Microsoft is making an effort to make the transition as painless as possible.
For one thing, if you own the premium versions of Windows 7 — Windows 7 Home Premium, Windows 7 Professional, Windows 7 Ultimate—as well as Windows 8 Pro with Media Center or Windows 8.1 Pro with Media Center... say goodbye to Media Center. Microsoft is going to install its own DVD-playing app into Windows 10 to replace it: the Windows DVD Player app, which (due to licensing fees) costs $14.99. (Just download the free VLC app instead.) Likewise, Windows 7 desktop gadgets will be uninstalled. And the Windows 7 versions of Solitaire, Minesweeper, and Hearts that came with Windows 7 will also vanish, to be replaced with new versions of those apps with Windows 10.
Microsoft also says that it may erase “some applications that came from your OEM.” Some of your PC’s bloatware—or prized utilities, depending on your view—could vanish.
Finally, Microsoft will uninstall, then reinstall, your antivirus application. If your subscription is out of date, however, only Microsoft’s own subpar antivirus app, Windows Defender, will be installed. Be sure and check this after upgrading, though Microsoft should also warn you if anything is amiss via its fly-in notifications. I found that my antimalware solution and firewall survived the upgrade process just fine, but the firewall was turned off. Windows Defender should enable both a firewall and antivirus solution if both are missing.
Some additional assembly required
Keep in mind that older hardware simply won’t include some of the hardware conveniences being included inside new Windows 10 machines. For example, Windows Hello, which logs you into your PC by recognizing your face or your fingerprint, won’t work with all webcams—chances are that you'll need to buy something like a Tobii Eye Tracker 4C. Speech recognition will work best with a high-fidelity microphone array; no surprise there. And there’s a whole host of nitty-gritty specifics that Microsoft has included for Windows 10 Professional, such as a requirements for BitLocker and Wi-Fi Direct Printing.
If Microsoft hasn't already updated you directly to the Fall Creators Update or above, be prepared to go through some additional downloads and updates, too. With Windows, updating typically takes a while. Your best bet is to kick off the process during the evening, do some laundry or watch some TV, and check back every so often.
How to “downgrade” from Windows 10 and go back to Windows 7 and 8.1
Congratulations, you’ve upgraded to Windows 10. But what if you want to go back?
If you’ve upgraded to Windows 10, then changed your mind, there is an escape hatch. If you wish, you can revert back from Windows 10 to your older operating system within a 31-day window. (Once that 31 days expires, though, the upgrade is permanent!)
To downgrade to Windows 8.1 or Windows 7, open the Settings menu, then Update & Security > Recovery. You’ll see a “Go back to...” option for your prior operating system. If those 31 days have expired, however, you’ll simply see options to “Reset this PC” or “Advanced Startup”—neither of which will revert the PC to the earlier operating system.
It’s a pain, but many feel that even if you have no plans to upgrade to Windows 10, you may as well snag the free upgrade, then revert back. Before you revert, though, play it safe: Grab a copy of your Windows 10 product key. Windows 10 should automatically give you a “digital entitlement” to your license simply by upgrading; we’re just playing it safe in case Windows ever asks for it if you decide to upgrade again.
We’d recommend trying this Nirsoft utility should snag your Windows 10 product key. Copy it down and squirrel it away.
If you’re new to Windows 10, check out our guide for starting off right in your first 30 minutes, with a brief introduction of Windows 10 and its various features. Your final step: bookmark PCWorld.com’s Windows 10 page. Microsoft will keep updating Windows 10, and we’ll keep you up to date on what you need to know.
This tutorial was updated on Nov. 7, 2017, with the latest information.