Upgrade or Clean Install?

There’s probably a special place in Hell for even pondering this (Ed: Level 7 of Robot Hell, in fact), but after experimenting with Windows 7’s upgrade install feature, we’re going to seriously discuss it for a moment.

There’s no prior version of Windows we would ever seriously recommend an upgrade install for. Upgrade installs have historically offered very spotty results, in cases leaving systems or applications in malfunctioning states. The best path always has and always will continue to be a complete reinstall, so that old programs and old Windows components don’t interfere with the newest version of Windows.

But with Windows 7, we’re willing to reconsider. When it comes to the transition from Vista to Windows 7, there have been very few significant changes to the underpinnings of Windows. Certainly compared to moving from XP to Vista, there are no major changes in any aspect of the driver stack or the audio stack, nor has security, the bootloader, or any number of other subsystems been overhauled. Jokes about Windows 7 being Vista SP3 aside, the lack of significant architectural changes between the operating systems means that it’s a favorable environment for an upgrade install, one more favorable than for any other consumer version of Windows.


Good idea? Bad Idea?

In our own testing, we have taken two boxes from Vista to 7 using the upgrade install feature; one of these systems even did the Vista->7 RC1->7 RTM shuffle thanks to some INI hacking. Both of these systems have turned out fine, suffering no ill effects compared to any of the systems we have done clean installs on. And while the plural of “anecdote” is not “data”, we’ve seen similar reports elsewhere in places such as our forums that corroborate this.

To be clear, a clean install is always going to be the safer option. It forgoes any risk of old Windows components contaminating the new install, and hence for anyone that absolutely needs it to go right the first time, it’s still the way to go. But an upgrade install, when it works, is certainly more convenient than restoring a bunch of data and reinstalling every single program. Based on our experience, on a properly functioning machine this is something we would recommend trying so long as you have a good backup and the guts to give it a shot.

There are two things that need to be kept in mind when it comes to doing an upgrade install however. The first is that the Windows 7 Upgrade Advisor contains a list of programs that it will want uninstalled before performing an upgrade. Programs that install system components such as VMWare or iTunes are chief among these, as those components won’t properly survive the upgrade; so some program reinstallation may still be required depending on what software you have. The second thing is that the upgrade process involves scanning, categorizing, and saving a lot of data, which means it can take a while. On one computer this took a hefty 5 hours, and on another lightly-used computer this was barely an hour. The key factor here is how much user data and how many programs are installed – the more stuff you have, the longer it will take. On a heavily used computer, this is something you may want to let run overnight or at some other point where you wouldn’t normally be using your computer.

Finally, there is no XP to 7 upgrade option, which given the issues in performing this action with Vista, doesn’t surprise us in the slightest. For XP users, there only option is a clean install, which in this case involves the Windows 7 installer backing up the old installation and laying down a fresh Windows 7 install.

Laptop Performance Conclusion
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  • Tewt - Monday, November 2, 2009 - link

    Toms pretty much had the same conclusion as Anandtech. Here is a quote from their conclusion:

    "From the benchmarker’s standpoint, the change from Windows Vista to Windows 7 is simply a matter of documentation."

    I wish someone would quantify the "snappy" feeling or the "it feels faster" they get from Windows 7 because I'm not seeing a compelling reason to move from Vista from either article on the two sites.
  • werfu - Monday, October 26, 2009 - link

    I absolutely love Win7. I've installed the RC on my Thinkpad T61p and it's a real pleasure to use it compared to Vista. It's more responsive, not like Vista sluggish experience. However, the ACPI driver for the T61p don't work right. The screen doesn't dim and power management don't work right. I think that's really odd, as it's been working right under Vista and Linux.

    Also, I wonder if the NAS test was done using a Large Packet enabled NAS. It do make a huge difference on networking gear that support it.
  • strikeback03 - Monday, October 26, 2009 - link

    Have you checked for updated drivers recently? Lenovo had a bunch of Win7 drivers for my T43 which were all dated within the past week.
  • 7Enigma - Monday, October 26, 2009 - link

    Did you happen to do any benchmarking or "general user responsiveness" when you upgraded the systems? I have upgraded 3 systems since Windows 95 and in every case I ended up reformatting and doing a clean install; not because of a hardware/software issue, but rather because some unknown demon made the systems chug.

    I've seen this same issue with the move from XP SP2 to SP3 on my dad's computer (in this case to the point where we actually rolled back to SP2). In that instance it is possible the extra security features/etc. on an older system that just couldn't take it, but in the other instances it seemed to be a major problem.

    Any comments by the authors would be greatly appreciated.
  • Ryan Smith - Monday, October 26, 2009 - link

    One of the systems that I did the upgrade install on was my personal system. I'm not going to publish any numbers since they aren't rigorous enough, but before and after testing didn't reveal any differences in performance. It continues to perform just as well as any other Win7 system I have.
  • 7Enigma - Tuesday, October 27, 2009 - link

    Thank you for the response Ryan. Honestly while the articles are fantastic, it is the timely comments from the authors that make this site the best.
  • Postoasted - Monday, October 26, 2009 - link

    Had been using XP64 for about 4 years and lived through all its teething problems. Had been totally satisfied except that with some programs it couldn't regulate the RAM efficiently. I have 6 gigs of RAM and would ofter run out while using some apps. With 7 Ultimate I can watch an H264 movie, have FF open and encode a movie all at the same time and have RAM left over. For me Windows 7 was the fix.
  • nafhan - Monday, October 26, 2009 - link

    I'll go out on a limb and say that anyone who feels comfortable configuring POP3/SMTP settings would also be comfortable downloading the free mail client from MS (or Thunderbird, etc.). Businesses will likely have MS Office installed (including Outlook). Non-technical users generally use webmail.

    So, the only group I can come up with who would want it installed by default is tech-savvy users without Office, that prefer MS's free desktop client over webmail, and don't have admin rights to install it themselves or access to IT support to install it for them.
  • jay401 - Monday, October 26, 2009 - link

    Gary - Whatever happened to the P55 motherboard reviews and round-up articles you mentioned last month? Are they still on the way? I think we've seen 3 or 4 P55 motherboards reviewed so far at Anandtech. Are you still going to review the others?

    It's not so much the performance that's important or unknown, since they're all relatively similar. It's the technical specs comparisons, the board layout images and commentary, any issues you experienced while testing with them, etc. Would love to see the round-ups.
  • Gary Key - Monday, October 26, 2009 - link

    They are coming shortly. We went back and purchased 8 retail boards to do additional testing on the Foxconn socket compared to the Lotes/Tyco Amp. I have finished that testing and guess what, no changes on air or water, plus it appears the revised Foxconn socket is certainly working better, not perfect, but much better.

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