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Windows 10 – How to Upgrade

Windows 8.1Microsoft would quite like to get a billion devices onto Windows 10 so if you could help they would appreciate it.

You’ve probably heard a lot of chatter about Windows 10 being a free upgrade and for many customers that will be true for the first year.  Microsoft has a Windows 10 free upgrade program geared toward consumers, however many SMBs will also take advantage of it.  That’s fine; if their devices will run windows 10 then Microsoft are happy for them to do that.  Microsoft will offer a free upgrade to Windows 10 for qualified new or existing Windows 7, Windows 8 and Windows Phone 8.1 devices that upgrade in the first year.  After 1 year, you’ll need to buy a full-packaged product (FPP) or volume licence to install Windows 10.

There are things to be aware of for the upgrade so please read about the Windows 10 upgrade specifications.

Windows 10 upgrade paths

 

What do you notice from this eligibility list?  Windows Enterprise editions and Windows RT are specifically excluded.

Windows RT is likely being replaced with Windows 10 mobile edition anyway so more will become known on that in the next few months.  Windows 7, 8 and 8.1 Enterprise edition are not eligible for the free upgrade offer so how would those customers acquire Windows 10?

Customers with Software Assurance (SA) on their Windows licences have rights to Windows 10 Enterprise through the software assurance new version rights benefit.

In the days when you acquired Windows Enterprise by buying Windows Pro + SA, your underlying licence was Pro but even if you stopped SA you could retain perpetual rights to enterprise.  In this case you could revert to Pro edition and go for the free upgrade.  That does involve a reinstall though so not a nice option.

Or you could buy Windows 10 Enterprise + SA all over again.  Possibly not an option which will be greeted by cheers.

Or you could go for Windows 10 Enterprise without SA and stick with the Long Term Service Branch.

Limitations with the Upgrade

The Windows 10 licence created during the upgrade is a consumer licence that is tied to the device.  The licence will continue to work for reinstalling Windows 10 after the free upgrade period ends but only on that specific device.  so if you need to replace the hard drive or do a reinstall for any reason other than replacing the motherboard, it will work.

For volume licensing customers, the licence created is not a Volume Licence (VL) and will not be in VLSC (Volume Licensing Service Centre).  Whilst there won’t be any differences in the end-user experience between the free upgrade and a new VL purchase of Windows 10, the licence is different.  If you buy Windows 10 Pro through VL, you could not use the image or keys from the VLSC to apply the upgrade for free to other, unlicenced machines.  At present the Windows 10 Pro Upgrade licenses will be priced the same as the existing Windows 8.1 Pro Upgrade licences in case you do want to buy the full edition.

A couple of last points; even though customers on Windows 8 will get a lot of nudges to upgrade to Windows 10, Microsoft will not force people to upgrade.  They can remain on Windows 7, 8 or 8.1 and the support lifecycle for those remains in place.

Education customers have the same criteria.  Upgrade goes by the eligibility of the device and installed operating system; nothing special or limited for education.

See part 2 of this blog post for information on how Windows 10 is becoming an evergreen service.


Never Pay for Windows 10 Again

Windows 8.1

Will Windows 10 be the last ever version?  Is Windows 10 going to be free?  Can you plan a surprise birthday party for a psychic?  Well, let’s tackle the first question here and the second question in our how to upgrade to Windows 10 blog post.

Never Pay for Windows Again

Currently, you might buy a pc and it will come with Windows preinstalled.  You’ve paid for the OEM (original Equipment Manufacturer) licence of Windows.  You’ll get feature updates and security patches from time to time and you can choose to install them or hide them.  It’s up to you (or you organisation’s IT policy).

With Windows 10, you won’t have a choice.  Windows updates will be applied when they’re ready.  So in a way, Windows 10 will be the last version because you will never have to pay for the next version of the client OS on the same pc; new features will just be installed.  If you need to buy a new machine, you’ll pay for the OEM licence as part of the pc’s purchase price and then Windows will just be kept up to date for the lifetime of the device.

You may be concentrating on the negative here that you won’t get a choice and must install new features.  Think about two huge positives though:

  1. you never need to pay for Windows again on the same machine and you’ll always have the latest version
  2. Software vendors and developers can almost guarantee that 90% of Windows users will have the same build

The second point there should make you smile if your pc has ever crashed or you’ve needed to phone support because an application isn’t working.  There are so many combinations of OS, patches, drivers, runtime files and versions around that reliability and consistency are devilishly hard to achieve.  Applications and peripherals should work far better if the manufacturers and developers can work to a stable and single platform.  Sounds a bit Apple-like doesn’t it?

Why is Windows Becoming a Service?

The world of software is changing to cloud aka software as a service.  With that change comes different release cadences.  If you’ve been in IT for a while you’ll be familiar with the terms 3.5 inch floppy, modem and three-year release cycles.  Office 365 has a monthly release cadence.  Azure enjoys weekly updates.  This is the way of the world; goodbye versions and hello evergreen services.  Innovation has become faster and users expect new features quicker.

What if I Don’t Want to Automatically Install Updates?

Microsoft thinks Windows 10 is going to have three demarcations of users: consumers, business users and mission-critical business systems.  For each type there is something known as a ‘branch’.

Windows 10 update Branches

 

Consumers will be subject to the Current Branch and will receive Windows updates as they are released.  Of course, they will have gone through extensive testing via engineering builds, internal testing, early adopters and the Windows Insider program beforehand so several millions of users will already have installed these updates.

Business Users will default to Current Branch but have the option to select Current Branch for Business (CBB).  This allows them to defer feature updates for up to eight months after they’re released to the Current Branch.  This provides ample time for testing, compatibility work and fixes and just to wait and see how the hundreds of millions of Current Branch users get on with the updates.  The updates can be deferred but they will need to be installed within that eight-month timeframe.  Organisations will be able to control and manage how updates (including critical and security updates) are deployed using tools such as System Centre Configuration Manager, Windows Server Update Services or a new Windows 10 service called Windows Update for Business.

Mission-critical systems such as medical, aviation, etc. have the option to deploy point-in-time releases known as Long Term Service Branch (LTSB).  These will not be updated with new features but will have security and critical updates although the organisation can manage and control the distribution of these updates.  LTSB releases will be supported for at least 5 years (10 years if the customers has software assurance).  New LTSB releases will be made available every two-three years and customers will have the option whether to install them or not.

In short, if you don’t want to receive Windows OS updates, you will need to be on the LTSB and that requires certain Windows editions.

Long Term Service Branch is only Available for Windows Enterprise edition

Windows 10 editions and update branches

 

Windows Home edition must be on Current Branch.  Windows Pro can be on either Current Branch or Current Branch for Business.  This means that both of these editions will be updated (CBB allows the updates to be deferred but only for up to 8 months).

Windows Enterprise edition is available with or without software assurance.  Windows Enterprise without SA allows the customer to deploy a point-in-time LTSB release, or previous ones (downgrade rights in other words) and for that release to still be supported for 5 years.  Windows Enterprise edition with SA also gives customers the rights to new LTSB release when they become available (every 2-3 years).  They can choose whether to install new releases or not.  SA also means the customer gains extended support so their chosen release will be supported for 10 years.

One important point to note is that Enterprise edition without SA will not enjoy updates on Current Branch either.  Customers with Home and Pro editions will always get the latest features for the life of the device.  Enterprise edition without SA will not.  The release that’s installed will eventually become out of date and the customer will need to buy a licence again to update.

Windows 10 Enterprise Edition with SA is available through all Microsoft Volume Licensing Programs (Open, Open Value, Select+, MPSA, EA, etc.)