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PREPARING TO UPGRADE TO A NEW WINDOWS COMPUTER

This page explains the steps you need to complete before getting a new Windows 7 computer or having your system upgraded to Windows 7.

Please complete the following steps to ensure that your important files and system settings are preserved during the transition to Windows 7. You may wish to print this page for your records.

Step 1. Copy all important data files and documents from your C: drive to another location.

Step2. Identify any special non-standard software installed on your computer.

Step 3. Copy your browser bookmarks.

Step 4. Make a list of your desktop shortcuts and taskbar items, so you can recreate them later.

Step 5. Record information about your networked printer(s).

Step 6. Save your Microsoft Word default settings and templates.

Step 7. Dreamweaver users: Save your Dreamweaver site definitions.

Step 8. Use Lynda.com to learn more about Windows 7 and Office 2013.

Step 9. After the upgrade, copy your saved files from your temporary storage
              location to the right place on your new system.

Step 10. BAR users, contact your DSC for assistance with installing BAR.

Step 11. Set a workstation password.

Instructions for completing these steps are provided below.



Step 1. Copy all important data and document files from your C: drive to another location.

If you have any data or document files saved on your hard drive (C:), they will be lost unless you copy them to a temporary storage location that is not on your computer before your computer is replaced. Once you have your new Windows 7 system, you can copy the files from the temporary storage location onto your new C: drive.

Important: Please copy only DATA files (such as spreadsheets, Word documents, PDFs, and images) from your C: drive to your temporary storage location. Do NOT copy any shortcuts, applications, programs, or files ending in .exe (executables).

Why is this important? Copying non-data files is pointless and wastes huge amounts of storage space. You will be getting new, Windows 7 compatible versions of all Smith-standard applications on your new Windows 7 system. If you also use any non-standard applications, they must be installed from scratch on your new Windows 7 system to work properly. (You will be prompted to list your non-standard applications in step 2 below.)

What qualifies as a temporary storage location for Smith-related data files?

  • Your network H: drive, if space is available. Because space is at a premium, be sure to delete these files from your H: drive once you have copied them to your new Windows 7 system.

    IMPORTANT: Smith's computer usage policy states that users may not store any PERSONAL files (such as music or photos) on a Smith network drive, even temporarily. Instead, copy your personal files to your Smith Box account, Google Drive, or an external drive. External USB (thumb) and hard drives are available for purchase at the Smith College Computer Store.

  • If space is not available on your H: drive and you are already familiar with Box or Google Drive, you can copy the files to your Smith Box cloud-storage account or your Google Drive. (Note that Google Drive should not be used to store classified information.)

  • Otherwise, use a high-capacity USB (thumb) drive. The USC has a limited number of 32GB thumb drives available for this purpose. To borrow one for up to one week, come to the USC in Stoddard 23 to sign it out.

Here's how to save the important data files that are currently on your C: drive:

  1. If you normally keep data files on your desktop, create a new folder on your desktop called "My Desktop Files" and drag your data files into it. (Be careful not to drag any shortcuts or programs along with your data files.) Right-click on the folder and choose Copy, navigate to your temporary storage location, and choose Paste.

  2. Using Windows Explorer or Computer, navigate to your C: drive.

  3. Locate all other data and document files on your C: drive you want to keep, starting with your My Documents folders.

    Important: For files in your My Documents folder, you must first open the folder, then copy the files from within it. If you try to copy the actual folder, the process will not work properly.

  4. Select the data files and folders (other than the My Documents folder) of interest, then go to Edit/Copy.

    Remember: Do NOT copy any software applications. programs, or files ending in .exe (executables).

  5. Navigate to your temporary storage location and paste your selected files into that location.

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Step 2.  Identify any special non-standard software you use.

All Smith-standard software applications will come pre-installed on your new computer or hard drive. However, any non-standard applications you currently have on your computer must be re-installed from scratch.

Please make a separate list of all your non-standard software applications as you prepare for your upgrade, and be sure to print your list before your computer is upgraded.

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Step 3. Save your browser bookmarks.

The directions below explain how to save your browser bookmarks to your H: drive, so you can later copy them to your new C: drive.

 

CHROME

Save (export) bookmarks to your H: drive:

  1. In Chrome, click the 3-bar Chrome menu icon in the top right

  2. Select Bookmarks, then Bookmark manager

  3. In the Bookmark Manager, click the Organize drop-down menu in the light-blue bar and select Export bookmarks

  4. In the Save As window, rename the file chromebookmarks.html and navigate to the location on your H: drive or external drive where you wish to save the file. Be sure to note the location so you can retrieve the file later

  5. Click Save, then close the Bookmarks Manager

  6. Your bookmarks are now saved in a file called chromebookmarks.html

Copy (import) bookmarks to your new C: drive:

  1. In Chrome, click the 3-bar Chrome menu icon in the top right

  2. Select Bookmarks, then Import bookmarks and settings

  3. In the From menu, choose Bookmarks HTML file

  4. In the next window, navigate to your saved bookmarks file on your H: drive

  5. Select the file and click Open

  6. Note that bookmarks you want on your Bookmarks bar must be added one by one:

    1. Open the page you want to add to your Bookmarks bar
    2. From the Chrome menu, select Bookmarks, then Bookmark this page
    3. In the next window, set the folder to Bookmarks bar and click Done



MOZILLA FIREFOX

Save (export) bookmarks to your H: drive:

  1. Open Firefox

  2. Go to Bookmarks/Manage bookmarks or Organize Bookmarks

  3. In the Bookmarks Manager window, go to File/Export

  4. Change the Save In location to H:

    (If you save your bookmarks inside a folder on your H: drive, be sure to note the location so you can retrieve the file later)

  5. Click Save. Your bookmarks are now saved in a file called bookmarks.html

Copy (import) bookmarks to your new C: drive:

  1. Open Firefox

  2. Go to Bookmarks/Manage bookmarks or Organize Bookmarks

  3. In the Bookmarks Manager window, go to File/Import

  4. Change the Look In location to H: and open the file bookmarks.html

 

INTERNET EXPLORER

Save (export) bookmarks to your H: drive:

  1. Open Internet Explorer

  2. Go to File/Import and Export

  3. In the Import/Export Settings window, choose Export, then click Next

  4. In the next window, choose Favorites, then click Next

  5. In the next window, leave the Favorites folder selected, then click Next

  6. In the next window, click the Browse button and navigate to your H: drive, then into a folder on H: if you wish, then click Save

    (If you save your bookmarks inside a folder on your H: drive, be sure to note the location so you can retrieve the file later)

  7. In the next window, click Export, then Finish

  8. Your bookmarks are now saved in a file called bookmarks.html

Copy (import) bookmarks to your new C: drive:

  1. Open Internet Explorer

  2. Go to File/Import and Export

  3. In the Import/Export Settings window, choose Export, then click Next

  4. In the next window, select Favorites and click Next

  5. In the next window, click the Browse button, navigate to the file stored on your H: drive, and click Open

  6. In the next window, select the Favorites folder and click Next

  7. In the next window, click Export, then Finish


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Step 4. Record information about special desktop shortcuts.

If you have any shortcuts on your desktop that point to a specific document or file (e.g., Excel spreadsheet, Access database) on a network drive (H: or P:) :

  1. Right-click on the shortcut.
  2. From the pop-up menu, choose Properties.
  3. In the Properties window, click on the Shortcut tab.
  4. Write down the pathway shown in the Target field, so you can later recreate your shortcut on your new computer.

If you wish to save a picture of your current desktop for future reference:

  1. Close or minimize all your application windows.
  2. Press the Print Screen button on your keyboard.
  3. Open a new Word document.
  4. Select Edit / Paste.
  5. Print the resulting document and/or save it to your H: drive.

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Step 5. Record information about your networked printer(s).

Please record the following printer information from your old computer, to help us set up your network printer(s) on your new computer:

  1. For all Hewlett-Packard or Okidata printers you use:

    1. Open Word.
    2. Select File, then Print.
    3. In the Print dialog box, locate the Name and Type fields.
    4. The first name you see in the Name field is your default printer.  Write down the Name and Type information for this printer, and whether it is set up to do 2-sided (duplex) printing.
    5. If other printers are listed in the Name drop-down list, select each one in turn and write down its Name and Type.

  2. If you use a Xerox Multi-function Device (MFD) for printing:

    1. From the Start menu, choose Settings, then Printers and Faxes.
    2. Right-click on the icon for your MFD and select Properties, then write down the name of the printer and the model number.
    3. Make sure you know your department account code, so you will be able to update your MFD configuration on your new computer.
    4. After you receive your new computer and the iPrint driver for the MFD is installed, your account code must also be entered before you can print. Click here for instructions.

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Step 6. Save and restore your Microsoft Office default settings and templates.

If you have ever added new words to your Word dictionary, created macros, or changed your auto-correct settings, auto-text settings, default page margins, or default font, you should make a copy of your Templates folder (which contains the Normal.dot file) and store it on your H: drive. Once you have your new Windows 7 system, you can use your saved file to restore your settings.

Click here for instructions on saving your MS Office 2003, Office 2007, or Office 2010 settings.

Click here for instructions on restoring your settings in Office 2013.

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Step 7. Dreamweaver users: Save your Dreamweaver site definitions.

Your Dreamweaver site definitions are stored on your hard drive (C:), so you must take explicit steps to save them for later use on your new system. Follow the instructions below to export your site definitions to your H: drive while you still have your old computer. Once you have your new system, import your site definitions to your new hard drive.

 


 

Part 1. Export your site definitions to your H: drive:

  1. Open Dreamweaver on your old computer.

  2. Open the Site menu and choose Manage Sites (or Edit Sites in older versions.)

  3. In the Manage Sites window, highlight the name of the site definitions you want to export and click Export. To export multiple site definitions at once, use the Shift and Control keys to select the sites you want.

  4. In the Export Site dialog box, select Back up my settings and click OK.

  5. In the next dialog box, navigate to your H: drive and save your site definitions in a folder (e.g., May 2013 site definitions). If you selected multiple site definitions, all will be copied into this folder even though only one filename (sitename.ste) shows in the field.

  6. Click Save.

  7. When you're finished, click Done to close the Manage Sites window.

Note 1 : Always use the Done button to close the Manage Sites window. Dreamweaver may behave strangely if you close this window using the X in the upper right corner.

Note 2
: When you export a site definition, Dreamweaver writes the settings into an XML file with a ".ste" extension. Do not change, add, or remove anything in these files.

 


 

Part 2. Import your site definitions to the hard drive of your new computer:

  1. Open Dreamweaver on your new computer.

  2. Open the Site menu and choose Manage Sites.

  3. In the Manage Sites window, click on the Import button.

  4. Dreamweaver will a new site name called Unnamed Site 1 to the list. This is a placeholder for the name of the site you want to import.

  5. Navigate to the [sitename].ste file you want to import, select it, and click OK.

  6. In a few seconds, your imported site name will appear in the list, replacing Unnamed Site 1.

  7. Repeat steps 3 through 6 for each site definition you wish to import.

  8. When you are finished, click Done to save your new site list and close the Manage Sites window.

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Step 8. If you are new to Windows 7 or Office 2013, learn more about them using the self-paced on-line courses available from Lynda.com. We recommend starting with the following courses:

  • Windows 7 Essential Training
  • Office 2013 New Features
  • Word 2013 Essentials
  • Excel 2013 Essentials

All Lynda.com courses are free for Smith employees and students. To access your Lynda.com account, log on to the Smith Portal and click the Lynda.com link on the left side of the page.

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Step 9. After you receive your Windows 7 system, copy the saved files in your temporary storage location to the right place on your new system.

Note that Windows 7 places My Documents in the Libraries folder, so the documents will be searchable. To copy those files:

  1. Right-click on the Start button, select Windows Explorer, and navigate to the place where you temporarily stored your My Documents files.

    (To find your H: drive, click on the arrow next to Computer, then on your H: drive. Your files will be displayed on the right.)

  2. From the left column, open the Documents folder listed under Libraries. 

  3. Paste your saved My Documents files into this folder.


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Step 10. Banner Access Report (BAR) users: After your upgrade, contact your DSC for assistance with re-installing BAR.

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Step 11. We recommend setting a workstation password on your new Windows 7 system to help keep your files secure. Click here for instructions:

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Questions?
If you have any questions about the information on this page, contact the User Support Center at x4487.


 

 

Copyright © 2014 Smith College Information Technology Services  |  Stoddard Hall 12
413.585.4487  |  Questions or comments?  Send us email.  |   Last updated July 17, 2014


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