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Microsoft pushes Windows 10 upgrade using tactic it once called ‘a mistake’

Maker of ‘GWX Control Panel’ tool reports that Windows 7 and 8.1 PCs receiving upgrade as pre-selected ‘Optional’ item in Windows Update

Microsoft has begun to deliver the Windows 10 upgrade to eligible Windows 7 and Windows 8.1 PCs through Windows Update, making good on an October announcement.

A company spokeswoman confirmed that the Windows 10 upgrade is reaching customers’ systems.

More than three months ago, Terry Myerson, the executive who leads the operating system and devices group, said that the Windows 10 upgrade would be pushed to users via Windows Update, the primary maintenance service for its OSes.

At the time, Myerson said that the upgrade would first appear under the “Optional” section in Windows Update, then later transit to “Recommended.” The difference is more than labeling: In Windows Update, “Optional” is supposed to be just that; customers must explicitly check the box for an item for it to automatically download and install. “Recommended” items, on the other hand, will be retrieved and installed unless the user has changed the default settings of Windows Update.

In the past, Microsoft has issued updates and upgrades in that two-step process under which bits first appeared under Optional, then after a month or more — a span Microsoft used to digest diagnostic data from affected PCs to ensure things worked as expected — the same update shifted to Recommended, and reached the majority of users.

It’s unclear whether Microsoft is following the plan it laid out in October: While several prominent bloggers who focus on Microsoft — including Paul Thurrott and ZDNet’s Mary Jo Foley — said that the Windows 10 upgrade had been deployed as Recommended in Windows Update, there was no explicit evidence that that had, in fact, begun.

But the Windows 10 upgrade has appeared under Windows Update’s Optional list, according to Josh Mayfield, the creator of GWX Control Panel. The free utility made Microsoft’s Get Windows 10 (hence “GWX”) upgrade reservation app go away, purged the system of upgrade files, and blocked the automatic upgrade.

Mayfield maintains a multiple-PC pool of test machines to monitor how Microsoft promotes Windows 10. Yesterday, he confirmed that the upgrade showed up under Optional on both Windows 7 and Windows 8.1 PCs.

“As we saw over the summer, it’s listed as an ‘Optional’ update but automatically selected to install, unlike other updates in that category,” said Mayfield in an email reply to questions Tuesday.

Mayfield was referring to events that began in mid-September at the latest, when users noticed “Upgrade to Windows 10 Home” or “Upgrade to Windows 10 Pro,” in Windows Update. Those items appeared in the Optional section of Windows Update’s listing of available patches and fixes. Normally, updates pegged as Optional will not download to a PC — whether automatically or in a manual check — until the user has ticked a box.

But according to users’ reports at the time, Windows Update itself checked the “Upgrade to Windows 10” optional update as eligible for download and installation. Users with Windows Update set to automatically retrieve and install updates — the norm, and the setting recommended by Microsoft — or who did not examine the optional update list, were then served with the Windows 10 upgrade, whether they wanted it or not.

Microsoft quickly issued a statement saying that the checking of the upgrade’s Optional item “was a mistake.”

Mayfield contended that Microsoft has done the same this week by automatically checking the Windows 10 upgrade box. Under those conditions, it mattered not a whit whether the upgrade was listed under Recommended or Optional: The result would be the same. For the vast majority of users, the upgrade would download — if it wasn’t already on the PC, having been pre-loaded under a long-running campaign to place the bits on customers’ devices — and the installation process would begin.

Microsoft has said that users could decline the Windows 10 upgrade once installation began, but has declined to say whether the upgrade starts in all cases, detail how the user authorization process is to play out, and whether — after a customer declines the upgrade — it presents itself again later.

The company has been little help when asked to clarify exactly what began this week for the Windows 10 upgrade on Windows 7 and 8.1 devices.

“We are committed to making it easy for our Windows 7 and Windows 8.1 customers to upgrade to Windows 10,” Microsoft said in a statement forwarded by the firm’s spokeswoman. “We updated the upgrade experience today to help our customers, who previously reserved their upgrade, schedule[d] a time for their upgrade to take place.”

In a follow-up email, the spokeswoman did not directly answer questions Computerworld posed, including whether the Windows 10 upgrade was being placed in Recommended, Optional or both. “This is rolling out in a phased approach which is why you are seeing different reports,” she said.

Mayfield noted that as far as he can tell, Microsoft has honored the registry settings it had earlier said would block the appearance of the Windows 10 upgrade on PCs powered by Windows 7 and 8.1. Those registry tweaks — made by crafting a Group Policy that could be distributed to large numbers of machines — were spelled out in a support document revised last month.

That means Mayfield’s GWX Control Panel will stymie attempts to place the Windows 10 upgrade in Windows Update, as the tool was designed to do. Previously, Mayfield had warned that might not be the case if Microsoft again changed the rules, an increasingly common practice for the company, which, for example, repeatedly issued a Windows 10 reservation app to users who had managed to uninstall it.

“If GWX Control Panel reports ‘No’ for ‘Are Windows 10 Upgrades allowed?’, then the Windows 10 upgrade doesn’t even appear as an option in the Windows Update control panel,” Mayfield reported. Those who download and install GWX Control Panel can block the Windows 10 upgrade from appearing by clicking “Disable Get Windows 10 app,” and then clicking “Prevent Windows 10 Upgrades.”

Earlier this month, Microsoft said that it would expand Windows 10 upgrade distribution to include all systems running Windows 10 Home and Windows 10 Pro — even domain-joined Windows 10 Pro machines in businesses — that receive their security patches directly from Windows Update. It was also unclear today whether Microsoft is serving the upgrade to domain-joined PCs, which were originally exempt from the push, or only to consumers and commercial systems not connected to a network in which administrators use Active Directory to set access rights.

GWX Control Panel can be downloaded from Mayfield’s website free of charge, although he accepts donations from appreciative users.

Microsoft is placing the Windows 10 upgrade on Windows 7 and Windows 8.1 PCs, but pre-selects the download, even though it’s listed as an ‘Optional” update/upgrade. That’s contrary to how Windows Update’s Optional items usually work, and was called a “mistake” by Microsoft when it did the same last year.

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Update: Microsoft quietly seeds consumer PCs with Windows 10 upgrade ‘nag’ campaign

Automatic update delivered to most Windows 7 and 8.1 consumer devices illustrates aggressive marketing intent
Microsoft has seeded most consumer Windows 7 and Windows 8.1 PCs with an automatic update that will pitch the free Windows 10 upgrade to customers.

According to Myce.com, a March 27 non-security update aimed at Windows 7 Service Pack 1 (SP1) and Windows 8.1 Update — the latter, the April 2014 refresh — lays the foundation for a Windows 10 marketing and upgrade campaign. The update, identified by Microsoft as KB3035583, has been offered as “Recommended,” meaning that it will be automatically downloaded and installed on PCs where Windows Update has been left with its default settings intact.

Microsoft was typically terse in the accompanying documentation for KB3035583, saying only that it introduced “additional capabilities for Windows Update notifications when new updates are available to the user.”

Myce.com, however, rooted through the folder that the update added to Windows’ SYSTEM32 folder and found files that spelled out a multi-step process that will alert users at several milestones that Microsoft triggers.

Computerworld confirmed that the update deposited the folder and associated files onto a Windows 7 SP1 system.

One of the files Myce.com called out, “config.xml,” hinted at how the Redmond, Wash. company will offer Windows 10’s free upgrade.

The first phrase, marked as “None,” disables all features of the update. But the second, tagged as “AnticipationUX,” switches on a tray icon — one of the ways Windows provides notifications to users — and what was listed as “Advertisement.” Myce.com interpreted the latter as some kind of display pitching the upcoming Windows 10, perhaps a stand-alone banner in Windows 7 and a special tile on the Windows 8.1 Start screen.

A third phrase, “Reservation,” turns on what the .xml code identified as “ReservationPage,” likely another banner or tile that lets the user “reserve” a copy of the upgrade as part of Microsoft’s marketing push.

Later steps labeled “RTM” and “GA” referred to Microsoft-speak for important development milestones, including Release to Manufacturing (RTM) and General Availability (GA). The former pegs code ready to ship to computer and device makers, while the latter signals a finished product suitable for distribution to users.

The upgrade won’t be triggered until GA, according to the .xml file’s contents.

Presumably, the messages shown in the tray icon — and when displayed, the ad banner or tile — will change at each phase, with the contents drawn from a URL specified by Microsoft in the .xml file.

Not surprisingly, the Enterprise editions of Windows 7 and Windows 8.1 — those are sold only to large customers with volume licensing agreements — will not display the Windows 10 upgrade pitches. That’s consistent with what Microsoft has said previously, that the Windows Enterprise SKUs will not be eligible for the free upgrade. By refusing to show the alerts and ads to Windows Enterprise users, Microsoft avoids ticking off IT administrators, who will, by all accounts, stick with Windows 7 for the next several years before migrating to Windows 10 as the former nears its January 2020 retirement.

Although Microsoft has often prepped existing versions of Windows for upcoming updates with behind-the-scenes code, the extent of the messaging generated by the .xml file issued on March 27 would be a change from past practices. That fits with Microsoft’s professed goal of getting as many as possible onto Windows 10, a position best illustrated by the unprecedented free upgrade.

Users will face a long line of nagging messages that will be impossible to ignore. Add to that the fact Microsoft set KB3035583 as Recommended — by default Windows Update treats those the same as critical security fixes tagged “Important” — and it’s clear Microsoft will be aggressive in pushing Windows 10.

Those who don’t want to see the Windows 10 marketing push on their machines can uninstall KB3035583 from the Windows Update panel. But because the .xml file was pegged as “version 1.0,” there’s a good chance more such updates will follow.


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Windows 10 to be free upgrade for many during its first year

Four months after pitching Windows 10 to businesses, Microsoft is focusing on consumers at an event where CEO Satya Nadella and other officials are pledging that the new OS offers individuals significant advances over Windows 8, its problematic predecessor.

“Today is a monumental day for Windows,” Terry Myerson, executive vice president of the Operating Systems group, said at Wednesday’s event, being held at Microsoft’s Redmond, Washington, headquarters and available vialive webcast.

The first big news: Windows 10 will be offered as a free upgrade to current users of Windows 8.1, Windows Phone 8.1 and Windows 7 during its first year of availability.

However, Myerson said “this so much more than a free one-time upgrade.” Once installed, Windows 10 will be kept continually “current” throughout the lifecycle of the device. As the OS is treated more as an Internet service, asking what version of the OS someone has installed becomes irrelevant, he said.

As Microsoft has stated previously, Myerson reiterated that, unlike previous iterations of the OS, Windows 10 will deliver a consistent yet tailored product family across all types of computing devices, from screenless, embedded IoT sensors to all-in-one computers with gigantic displays. The Windows 10 family will also include versions for smartphones, tablets, wearables, hybrid tablet-laptops, TVs, PCs and the Xbox gaming console.

For developers, there will be a common development platform, whether they’re building enterprise software or games, and a single application store to purchase, distribute and update the apps.

Joe Belfiore, the vice president of the Operating Systems Group at Microsoft, followed Myerson on stage, and showed the Cortana voice-activated digital assistant working for the first time on a Windows 10 PC, using a pre-release build of the OS that will be released to testers in the coming months.

There are currently about 1.7 million [m] people signed up with the Insider program to test Windows 10 before it ships commercially, which is expected to happen by mid-year.

Since the release of Windows 8 in 2012, Microsoft has been in a persistent damage-control mode regarding the OS, so it’s hoping to turn over a new leaf with Windows 10 and close the chapter on its predecessor. With Windows 8, Microsoft misread the market and botched the product’s user interface, leaving a trail of many unhappy customers.

Windows 8 horrified critics with its radically different default Modern UI, which was optimized for touchscreen tablets, and with its alternate traditional desktop, which was included to run legacy Windows 7 applications but lacked key familiar features like the Start button and menu.

Users also complained that the process of toggling between the Modern interface and the traditional desktop was clunky and erratic. Microsoft addressed some of the biggest complaints in Windows 8.1 and Windows 8.1 Update, but it never fully fixed the problem.

To drive the point home that it has listened to the criticism, Microsoft decided to skip a number for the next major edition of Windows, jumping from Windows 8 to Windows 10, which the company has described as “a whole new generation” of the OS that delivers what consumers and enterprises “demand and what we will deliver.”


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FAQ: The ins and out of Windows 8 pricing

What’s it cost to whom and for what

Last week, Microsoft and its retail partners revealed a few more details about Windows 8 pricing, clarifying what the Redmond, Wash., developer has purposefully left muddy in the months leading up to its release next week.

Windows 8 may come in fewer flavors than its predecessors, but pricing seems as confusing as ever, in large part because of Microsoft’s secrecy — this cycle it’s dribbled out information so slowly it’s driven some analysts half-crazy — with a dash also due to a record-setting discount for upgraders through the end of January.

We’ve tried to answer the most-pressing questions, filled in the blanks as best we could, and thrown up our hands when we had no more of a clue than you.

If Microsoft answers the open questions — it again declined to do so last Friday — we’ll be back with an updated FAQ.

Can I score a free copy of Windows 8? Yes, you can, but the OS is good for just 90 days.

The free trial of Windows 8 Pro RTM (release to manufacturing) can be downloaded from this Microsoft website. But when the 90 days are up, you have to replace the trial with a purchased copy or another operating system, and reinstall all applications, other software and files.

Sorry, I like OSes that stick around. What else do you have? How about $14.99? That’s the price of a Windows 8 Pro upgrade from Windows 7 for anyone who purchases a new PC between June 2, 2012, and Jan. 31, 2013.

To get the cut-rate upgrade, PC buyers must register at the Windows Upgrade Offer site.

Thanks, but that doesn’t work for me. How much for my best deal? For most Windows users, the $39.99 Windows 8 upgrade, which Microsoft will kick off Oct. 26 and offer through Jan. 31, 2013, will be the most economical.

First announced July 2, the upgrade — from XP, Vista or Windows 7 to Windows 8 Pro — will be available only as a download at that price. It’s unclear if Microsoft will open registrations or pre-orders for the download before Oct. 26, but it definitely will go live on Windows.com that Friday.

At Windows.com, look for something called “Windows 8 Upgrade Assistant,” a tool that checks your PC to ensure it will run the OS, takes your order, then kicks off the download and installation process.

I want something I can hold in my hands. How much for an upgrade on DVD? Microsoft will sell you one of those for Windows 8 Pro at the discounted price of $69.99.

From the hints on Newegg.com, one of the online retailers also selling the SKU, or “stock-keeping unit,” the price for a Windows 8 Pro upgrade on physical media will jump to $199.99 after Jan. 31, 2013.

In other words, just like the $39.99 online upgrade offer, you should strike quickly.

The $30 surcharge for a DVD may seem steep, but Microsoft has actually done a little bit better by customers than rival Apple: In 2011, Apple sold a USB drive with OS X 10.7, also known as Lion, for $39 more than the download price. Apple didn’t even bother to reprise the offer this year for Mountain Lion.

[Note: The Windows 8 Pro online upgrade lets you create a bootable installation DVD or USB drive, so unless you have a very slow Internet connection and want the media to save hours of dial-up agony, that’s a less expensive way to get a DVD.]

I run Windows in a virtual machine (VM) on my Mac. What’s the damage? Looks like $99.99 for Windows 8, $139.99 for Windows 8 Pro, is the cheapest bet for now.

Those are Newegg.com’s pre-sale prices for what Microsoft is now calling “System Builder” — formerly known as “OEM” — an edition aimed at small-scale or homebrew PC makers, as well as users who want to run the OS in a virtual machine or in a dual-boot setup on a Mac or PC.

System Builder includes a license that allows for installation in a virtual environment, but offers one-time-use only. “We grant you the right to install [Windows 8] … as the operating system on a computer that you build for your personal use, or as an additional operating system running on a local virtual machine or a separate partition,” states the end-user license agreement (EULA) we’ve seen. “If you want to use the software on more than one virtual computer, you must obtain separate copies of the software and a separate license for each copy.”

I already run older Windows in several virtual machines. How much do I pay? For each VM you upgrade — up to a max of five per person — you pay $39.99 to migrate to Windows 8 Pro from XP, Vista or Windows 7 through Jan. 31, 2013.

You upgrade the VMs (or partitions, like a second boot partition on a PC, or Boot Camp on OS X) the same way someone upgrades a physical machine: by running the Windows 8 Upgrade Assistant on Windows.com.

Any chance that the System Builder SKUs will fall in price after Oct. 26? We don’t think so.

The list prices for the Windows 7 Home Premium and Windows 7 Professional System Builder equivalents are $128 and $179, respectively, according to Amazon. Not surprisingly, Amazon’s prices are less: $92 and $128, or close to the Windows 8 System Builder prices on Newegg.

In other words, unless Microsoft drastically reduces the list price of System Builder, the numbers on Newegg are probably the discounted prices.

How much to upgrade a new Windows 8 system to Windows 8 Pro? $69.99 during the discount stretch.

Microsoft’s calling this the “Windows 8 Pro Pack;” It consists of an activation code that turns Windows 8 into Windows 8 Pro. The Pro Pack is analogous to the in-place upgrades the company touted as “Anytime Upgrades” for Windows 7.

Newegg said the Pro Pack’s $69.99 price was a $30 savings over the regular price of $99.99, with the latter presumably the upgrade’s eventual list price. If so, that’s a $10 increase over the Windows 7 Home Premium Anytime Upgrade to Windows 7 Professional, which costs $89.99.

It may be cheaper to buy the new PC with Windows 8 Pro already installed, if the option’s offered. Sony, for example, charges an additional $50 to bump up a pre-ordered Windows 8 notebook to Windows 8 Pro. (Dell, on the other hand, adds the same $70 as the price for the Windows 8 Pro Pack to juice a Windows 8 machine to Windows 8 Pro.)

What about Windows 8? What will it cost to upgrade to the consumer version, rather than Windows 8 Pro We don’t know because Microsoft’s not saying.

Among the blank spots in an imaginary Windows 8 pricing chart are those for the entry-level edition. So far, Microsoft’s only talked about upgrades to Windows 8 Pro.

The company may be waiting until Oct. 26 to divulge a price for a Windows 8 upgrade, or dawdling until early next year, after the discounted $39.99 Windows 8 Pro upgrade offer expires.

Or the omission may mean more. It’s possible that Microsoft won’t even bother to sell an upgrade to Windows 8, leaving that SKU to OEMs to pre-install on their least-expensive consumer PCs, and to the System Builder line.

Clues to that include: The silence surrounding Windows 8, the Oct. 26 availability of Windows 8 Pro Pack, and the absence of a multi-license SKU for Windows 8. Microsoft sold one dubbed “Family Pack” for $150 that was able to upgrade three PCs to Windows 7 Home Premium, but Microsoft’s said nothing of something similar for Windows 8.

If the sans-Windows 8 alternative is what Microsoft chooses, it will be even more important for upgraders to move before Jan. 31, 2013, when the $39.99 Windows 8 Pro upgrade expires.

Minus a Windows 8 upgrade option, the choices would narrow to a $199.99 upgrade to Windows 8 Pro, or one of the System Builders, which don’t provide support from Microsoft. Neither sounds very attractive.

What if I hate Windows 8? How much will it cost me to get Windows 7 back? Depends.

If it’s an old PC you’ve upgraded to Windows 8 Pro, it should cost you nothing except a lot of time. You’ll need to reinstall the previous OS from your media — which is why it’s a good idea to make sure you have it before you try Windows 8 — and all your applications, as well as restore your files and other data from a backup.

But if you bought a new PC with the new OS already installed, you may need to pony up. Only Windows 8 Pro comes with “downgrade” rights, and then only to Windows 7 Professional, so you’ll need media for the latter to use the license that came with the machine.

If you don’t have that media, or have Windows 8 on the PC, you’ll have to fork over for a new Windows 7 license. Your best bet: A System Builder-like “OEM” Windows 7 license. As we said earlier, Amazon sells that for $92 for Windows 7 Home Premium, $128 for Windows 7 Professional. On Newegg, the prices are $99.99 and $139.99, respectively.

 

 

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IE ‘silent’ upgrade helps put newest browser on Windows

Stats show some Windows 7 and Vista users upgraded to IE9, but the new practice affected few XP users

Computerworld – Microsoft’s decision late last year to switch on “silent” upgrades for Internet Explorer (IE) has moved some Windows users to newer versions, but has had little, if any, impact on the oldest editions, IE6 and IE7, according to usage statistics.

In December 2011, Microsoft announced it would start automatically upgrading IE so that users ran the newest version suitable for their copy of Windows.
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Under the plan, Windows XP users still on IE6 or IE7 would be updated to IE8, while Windows Vista or Windows 7 users running IE7 or IE8 would be pushed to IE9.

Previously, Microsoft has always asked users for their permission before upgrading IE from one version to the next, even if Windows’ automatic updates was enabled.

First to get the automatic treatment, Microsoft said, would be Australia and Brazil, both guinea pigs for the January 2012 debut. The program would then be gradually expanded to other markets.

Yesterday, Microsoft declined to disclose what other countries, if any, had had the auto-upgrade switched on.

But in Australia and Brazil, the move shuffled share among some editions of IE, according to data from StatCounter, an Irish Web analytics company that publishes country-by-country usage share numbers for IE6, IE7, IE8 and IE9.

In both countries, IE9 jumped unexpectedly in February, the first full month after the auto-upgrade switch was thrown, while IE8 saw an almost-corresponding decline in share.

IE9 in Australia climbed 3.3 percentage points that month, a 23% increase, which was significantly greater than any spike of the previous 12 months. Meanwhile, IE8 slipped 2.8 points, or 15%, in February.

The result in Brazil was eerily similar: IE9 jumped by 3.5 points (42% increase over the previous month) and IE8 dropped by 3.1 percentage points (for a decline of 16%).

There was some evidence that the auto-upgrade did impact IE7’s share in Australia, since the browser’s February decline was only a third that recorded for both January and March.

It’s impossible to tell if, assuming some copies of IE7 were upgraded to IE8 or IE9, which operating system — Windows Vista or Windows XP — was affected: Both those editions can run IE7.

The theory that IE auto-upgrades primarily applied to Windows 7 and Vista users was bolstered by the shares XP owns in each of the two countries: In Australia, XP accounted for 19.5% of all operating systems used in February, while Brazil’s XP share that month was double that at 37.7%.

If appreciable numbers of XP users had had their copies of IE upgraded, one would have expected to see Brazil’s numbers for IE 6 and IE 7 show a larger variance from the norm than Australia. That just wasn’t the case.

The shifts reported by StatCounter hint that IE’s automatic upgrade program successfully moved some Windows 7 and Vista users from IE8 to IE9, but did little to migrate Windows XP users to a more modern browser, since IE6 and IE7 shares did not drop more than the usual.

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