When I wrote on Monday about the ins and outs of what counts as proper licensing of Windows 7, I was worried that it might turn into a flame war. But, instead, readers sent in a whole bunch of really good questions on the intricacies of licensing Windows 7 that went beyond the basics I had covered.
Things like dual-boot machines and systems with beta versions of the operating system raise all sorts of interesting licensing challenges.
Before we dive into the edge cases, though, here's a recap of the basics on Windows 7.
For those upgrading their PC, they can choose from Home Premium, Professional or Ultimate editions. There is also a family pack that includes three upgrade licenses for Windows 7 Home Premium.
Many people will have to do what is known as a custom or "clean" installation, which involves backing up one's data, installing Windows 7, then restoring the data and re-installing all applications.
All users of XP will have to go this route, as will those moving from a 32-bit version of Vista to a 64-bit version of Windows 7 (or vice versa), as well as those who are moving from a higher-end version of Windows Vista to a lower-end version of Windows 7.
Those moving from Windows Vista to the same version of Windows 7 (or to Ultimate) can do what is known as an "in-place" upgrade, which preserves files and applications.
Anyway, on to the tough cases. Here are some of the questions that readers sent me, as well as the answers I heard back from Microsoft.
Q: I installed the release candidate version of Windows 7 on a reformatted hard drive that previously had Windows Vista installed. Can I use the Windows 7 Home Premium Upgrade version to install a licensed copy?
A: Yes. You can do a custom installation ("clean install") to Windows 7 using the upgrade. The Windows 7 installer will detect you have the RC installed, enabling you to do this.
Q: Try as I might, I haven't been able to find any reliable information on whether I can upgrade from Vista Home Premium Edition (that came with my HP Laptop) straight to Windows 7 Professional/Ultimate, or whether it is only possible to upgrade from "Vista Home Premium" to "Windows 7 Home Premium."
A: You can do an in-place upgrade from Home Premium to Ultimate, provided you aren't switching from 32-bit to 64-bit or vice versa. Going from Home Premium to professional, however, requires a custom installation. (For a chart of which versions can be done via in-place upgrades, check out this Microsoft Web page.)
Q: I have Vista Basic on two computers and XP on the other one. So all I would have to do is use a Windows 7 upgrade disc on all three computers? Does one disc do one computer or will it do all three? I live in Canada, not the U.S.
A: In both the U.S. and Canada, your best bet is probably the Windows 7 family pack, which offers a license to upgrade up to three PCs.
Q: Can you use an upgrade disk to run XP (or Vista) in dual-boot (meaning that one partition or hard drive has the older operating system and the other partition or drive has Windows 7?
A: Microsoft treats a dual-boot machine as if it were two PCs, so you can only use the upgrade if you are installing over an existing Windows partition. So, unless you have two licenses already on that system, you will need a full copy of Windows 7.
Q: What about upgrading a Mac?
A: In order to qualify to use the upgrade version, Mac owners need to be running a previously licensed full copy of Windows (not just a beta version). That applies whether one they are using Windows in Boot Camp or using a virtualization product like Parallels or VMWare's Fusion.
Dell has come up with a novel way to allow customers to pre-order machines with Windows 7.
Under its Windows 7 Free and Easy program, launched on Monday, customers can order a Windows Vista machine now, but elect to have Dell upgrade the PC to Windows 7 before it ships the computer. As a result, customers can order now and get their machine right around the time Windows 7 ships.
It's kind of the reverse of programs that PC makers did after XP could no longer be sold on most new PCs. In that case, computer makers, including Dell, allowed users to order Vista machines that were pre-downgraded to Windows XP.
Dell's latest offer is more about convenience than price. For some time now, those who buy a Vista machine with Home Premium or above have been eligible for a free upgrade to Windows 7. However, that requires a user to sign up and upgrade the machines themselves. The Dell program eliminates that step.
Of course, one could also just wait until October 22 and just get a Windows 7 machine without the semantics. But who likes to wait?
While it's true Windows 7 doesn't arrive on retail shelves and new PCs until October, Microsoft has announced two programs designed to give a head start to those who know they want the new operating system.
The Windows Upgrade Option, which runs through early next year, allows those buying a new Vista PC to get a free copy of Windows 7 after it hits shelves in October. The other program, which runs only through July 11, allows Windows XP and Vista users to pre-order a copy of Windows 7 Home Premium for $49 or Windows 7 Professional for $99.
In the following question-and-answer post, CNET News' Ina Fried walks you through both programs.
Who qualifies for the pre-order program?
All those who are running Windows XP or Windows Vista on their system, and whose PC is capable of running Windows 7, can upgrade that machine to Windows 7 Home Premium or Windows 7 Professional using the Windows pre-order program. However, the program is limited in both time (it runs through July 11 in the U.S.) and in terms of how many copies Microsoft will sell, although the company has not said what that limit is exactly.
Can I buy one of the upgrades if I am running Windows Vista Ultimate?
A lot of folks have been asking this since Microsoft isn't offering a discounted way to buy Windows 7 Ultimate. The answer is yes, one can buy an upgrade. However, any time one moves "down" in editions as part of an upgrade, it requires a clean installation of the operating system.
Will I get both 32-bit and 64-bit versions of the operating system?
Yes, although moving from a 32-bit version to a 64-bit version (or vice-versa) also requires a clean installation of the operating system.
How does the Windows 7 Upgrade Option program work?
Microsoft's other program, aimed at new PC buyers, gives those who buy certain Vista machines between June 26 and the end of January the ability to get a free copy of Windows 7.
The update will be provided after Windows 7 ships on October 22. Different partners are handling it different ways, with some offering the upgrade on DVD, others via download, and some PC makers offering both means.
Is it really free?
Well, Microsoft says it isn't charging the computer makers or retailers, though in some cases the PC makers themselves are tacking on a shipping and handling charge for mailing the updates.
Do all Vista PCs qualify?
No. In general, PCs with Vista Home Premium, Vista Business, or Vista Ultimate will qualify for the program. Buyers should check with their retailer or PC maker beforehand to make sure the PC is among those that qualify.
Many of the PC makers have posted more information on their Web site, including Acer, Asus, Dell, Emachines, Fujitsu, Gateway, Hewlett-Packard, Lenovo, Sony and Toshiba.
What about Netbooks?
A few Netbooks may qualify if they were running Windows Vista Business or Windows Vista Home Premium. Microsoft is still looking at options for how folks running those systems will be able to load the operating system onto their machines, which don't have CD or DVD drives. (Netbooks running Windows XP, like other XP machines, can use an upgrade version of Windows 7, though users will have to do a clean installation of the operating system.)
Is there a limit to how many computers qualify for the update program?
Yes, the program covers a maximum of 25 PCs for an organization. Microsoft says the program is designed for consumers and small businesses and notes the limit of five machines under a similar program with Windows Vista has been lifted.
Gartner analyst Michael Silver said that big businesses should press computer makers to extend the upgrade to cover any large orders between now and when Windows 7 ships. Otherwise, the only way for businesses to be covered is to purchase one of Microsoft's volume licensing programs for Windows, such as Software Assurance.
"Microsoft is encouraging organizations to buy (Software Assurance) and those that don't will need to deal with these artificial, annoying rules," Silver said.
What about those who bought Vista PC before June 26?
Again, I've gotten a lot of e-mail from owners of older Vista machines, including some that are only a few weeks or months old, wondering where their free copy of Windows 7 is. Well, the Upgrade Option only kicked in last week, so owners of older machines won't be getting a free copy. The pre-order program probably offers the cheapest option as far as getting to Windows 7.
Update: Among the questions I was asked most frequently was whether someone could move from a version of Windows XP or Vista to a different version of Windows 7. In all combinations, the answer is yes, and it can be done using the cheaper upgrade version of the operating system, though in some cases a clean installation of Windows 7 may be required.
If you are moving from Windows Vista to the same or higher version of Windows 7 and not changing from 32-bit to 64-bit, you can do what is known as an upgrade-in-place, which transfers your existing set-up to Windows 7, preserving all your settings and favorites.
If you are going to a lower-end version of Windows 7, coming from Windows XP or moving from 32-bit to 64-bit (or vice versa), you need to do a clean installation, which means backing up your data, installing the new operating system and then restoring your data and reinstalling your applications.
Although Microsoft is on track to deliver Windows 7 for the holidays, the new operating system will miss the back-to-school buying season.
For that reason--and to prevent the stall in sales that can precede any new operating-system release--Microsoft has been working for months on the free-upgrade program it announced earlier Thursday.
(Credit:
Microsoft)
Under the program, those who buy a PC with Windows Vista Home Premium, Business, or Ultimate will get a free upgrade to the comparable version of Windows 7, once it is released in October. Microsoft is hoping that will help juice PC sales a bit.
"With PC prices out there, there is probably no better time to buy a PC, especially for students," Brad Brooks, a Microsoft corporate vice president, said in an interview. Technically, the upgrade program runs through the end of January, since Microsoft knows that it will take that long for the Vista machines to work their way through the channel.
Although there had been speculation that Microsoft would charge PC makers for the upgrade rights, Vice President Brad Brooks said Microsoft decided to offer it free of charge. PC makers can still charge a shipping-and-handling fee, or another small fee, if they want.
"We are not going to charge them for it," Brooks said. "How they implement it is up to them."
Hewlett-Packard, for example, on Thursday said it will offer the upgrade free. After Windows 7 ships, it plans to give buyers of Vista PCs a disc with Windows 7, as well as a second disc that has utilities, drivers, and other software. Asus said it will offer the upgrade free in the United States, while customers elsewhere will have to pay a shipping and handling fee.
Acer (including its eMachines and Gateway brands), Fujitsu, Lenovo, and Toshiba are also taking part in the program, though it is not immediately clear if those companies are planning to charge a fee for the upgrade.
There are some changes in the logistics from the last time Microsoft did such a program. With the Vista technology guarantee, Microsoft had a hand in how the upgrades were managed. This time around, Microsoft says it is leaving things up to the PC makers.
"They felt they could handle it better and we agree," Brooks said. "They handle the images; they handle the process."
Things get tricky in Europe, though. Although Microsoft will offer the upgrade program, users will have to do a clean installation of the operating system to move to the comparable Windows 7 version, as Microsoft is offering only a browserless "E" version in Europe, in an effort to pre-empt regulatory action there.
Microsoft has said Windows 7 will arrive on new PCs and on retail shelves on October 22.
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