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System Preparation!
Be sure to not only go over my checklist but to make your own and see if you need to do anything else or not. Feel free to share any changes you make.
The Checklist:
The installation process is pretty straight forward. Just put in your install media, boot from it, and follow the onscreen instructions. Once you complete installation a and get to the start screen move on to the "Now It's Time For The System Set Up and Optimization!" section.
Here however, I am going to show you how to install on either MBR (Master Boot Record) formatted or GPT (GUID Partition Table) formatted disks. By default Windows will use MBR, but for UEFI motherboards you can use GPT. You can decide to use either if you have an UEFI motherboard. If you have a BIOS use MBR. Some quick advantages that GPT offers over MBR are: boot from 2.2TB+ capacity drives, create more than 4 primary partitions, more security, and better data integrity.
For those who have the fast boot feature in their UEFI, I suggest they use the GPT install. Fast boot along with a compatible UEFI GOP GFX card will allow for boot speeds around the 6-12 second range vs 20-25 second range. If you do not have a GOP compatible GFX card, usually you can usually get a GOP firmware from the manufacturer's forum or possibly here on OCN. If you don't have a GFX card, the onboard Intel iGPU GFX allows for fast boot.
Also, you can enable secure boot to help keep the system more secure as it prevents other OSes from booting. When trying to boot from bootable media, make sure you disable secure boot first!
If you guys ever get an issue with a system image restoration with GPT this may help. (link)
Configure a drive using a BIOS/UEFI motherboard and MBR format:
Configure drive using an UEFI motherboard and GPT format:
Be sure to not only go over my checklist but to make your own and see if you need to do anything else or not. Feel free to share any changes you make.
The Checklist:
- Read your motherboard manual! This saves you the hassle of asking which SATA port is which and much more; almost everything is in there!
- If your hardware is overclocked please revert to stock clocks for installation to prevent data corruption.
- Enable AHCI SATA mode in the UEFI/BIOS. Use RAID mode if you are going to use a RAID array or Intel SRT aka. SSD caching. Guide here: (link)
- Check to see if ACPI 2.0 or newer is in the UEFI/BIOS and enable it if it is there, if not then don't worry about it.
- Check and see if there is an update to the firmware of your SSD/HDD and update if necessary. Storage drivers, firmware, and utilities here: (link)
- Disconnect all the drives but the one you are installing to. You will reconnect them in step 5 of "System Setup after Installation." This is to prevent the installer from installing the Windows 8/8.1 boot partition on another drive in the system.
- If you are using a SSD use the native Intel or AMD SATA 3Gb/s or SATA 6Gb/s ports, I advise that you do NOT use the Marvell or other 3rd party SATA ports for your SSD/HDD.
The installation process is pretty straight forward. Just put in your install media, boot from it, and follow the onscreen instructions. Once you complete installation a and get to the start screen move on to the "Now It's Time For The System Set Up and Optimization!" section.
Here however, I am going to show you how to install on either MBR (Master Boot Record) formatted or GPT (GUID Partition Table) formatted disks. By default Windows will use MBR, but for UEFI motherboards you can use GPT. You can decide to use either if you have an UEFI motherboard. If you have a BIOS use MBR. Some quick advantages that GPT offers over MBR are: boot from 2.2TB+ capacity drives, create more than 4 primary partitions, more security, and better data integrity.
For those who have the fast boot feature in their UEFI, I suggest they use the GPT install. Fast boot along with a compatible UEFI GOP GFX card will allow for boot speeds around the 6-12 second range vs 20-25 second range. If you do not have a GOP compatible GFX card, usually you can usually get a GOP firmware from the manufacturer's forum or possibly here on OCN. If you don't have a GFX card, the onboard Intel iGPU GFX allows for fast boot.
Also, you can enable secure boot to help keep the system more secure as it prevents other OSes from booting. When trying to boot from bootable media, make sure you disable secure boot first!
If you guys ever get an issue with a system image restoration with GPT this may help. (link)
Configure a drive using a BIOS/UEFI motherboard and MBR format:
Booting and partitioning of Windows 8/8.1:
- Boot from your Windows 8/8.1 installation media.
- After booting you see the Install Windows 8/8.1 screen, press Shift + F10 to open command prompt.
- At the command prompt, type Diskpart, press Enter.
- Type List Disk, press Enter.
- Type Select Disk # (where # is the number your drive shows up as), press Enter.
- Type Clean, press Enter.
- Type Exit, press Enter.
- Close the Command Prompt window.
- Click the "Next" button.
- Click the "Install now" button.
- Put in your product key and click the "Next" button.
- Accept the terms and click the "Next" button.
- Choose "Custom: Install Windows only (advanced)."
- Click "New" and then click the "Apply" button. Two partitions should appear. Click the bottom partition.
- Click the "OK" button and then click the "Next" button.
- From then on follow the on screen instructions till you get to the desktop.
Configure drive using an UEFI motherboard and GPT format:
This guide is for utilizing a Microsoft Operating System (Apple OS and Linux distros, may require different steps).
A UEFI (GPT) boot drive can only be configured from a blank "unallocated" drive. The drive must initially contain no partitions or formatting. When configuring the blank drive as a boot drive, (GPT Boot), it is necessary to configure your drive utilizing 3 partitions. Your motherboard should be an UEFI enabled motherboard. Although a BIOS can be configured (through hacks) to boot GPT drives, that configuration is beyond the scope of this guide. When configuring a GPT boot drive, only x64 (64-bit) OSes support this feature. x86 (32-bit) Windows installations do not support GPT boot devices. If the steps are performed properly, Windows installation media from Vista SP1 and above are GPT "aware" when launched from a device marked as "UEFI" in the boot device list. Earlier versions of Windows, can have attached storage formatted as GPT, but these volumes cannot be booted from.
The four partitions involved in a GPT boot are as follows:
Recovery - 300MB
ESP - 100MB - This is the UEFI System partition. It is the First partition that is placed on the drive. This partition contains the EFI boot loader, hardware abstraction layer (HAL), drivers, and other pre-OS utilities utilized Pre-Boot by the UEFI during its boot or system check processes. Windows 8/8.1 requires that this partition be formatted as FAT32.
MSR - 128MB - This partition is the Microsoft Reserved Partition. It is a required partition for any GPT formatted drive under Windows. This partition will initially be empty after you install Windows, but will be used later by the OS when performing certain disk tasks. GPT disks do not allow for hidden sectors (as was the case with MBR). This space is reserved for software operations that formerly used hidden sectors. You will not format this partition.
Data Partition - This is the remainder of your drive that will contain the OS, User Data, programs, etc.
Benefits of a UEFI/GPT boot disk vs. MBR:
A UEFI (GPT) boot drive can only be configured from a blank "unallocated" drive. The drive must initially contain no partitions or formatting. When configuring the blank drive as a boot drive, (GPT Boot), it is necessary to configure your drive utilizing 3 partitions. Your motherboard should be an UEFI enabled motherboard. Although a BIOS can be configured (through hacks) to boot GPT drives, that configuration is beyond the scope of this guide. When configuring a GPT boot drive, only x64 (64-bit) OSes support this feature. x86 (32-bit) Windows installations do not support GPT boot devices. If the steps are performed properly, Windows installation media from Vista SP1 and above are GPT "aware" when launched from a device marked as "UEFI" in the boot device list. Earlier versions of Windows, can have attached storage formatted as GPT, but these volumes cannot be booted from.
The four partitions involved in a GPT boot are as follows:
Recovery - 300MB
ESP - 100MB - This is the UEFI System partition. It is the First partition that is placed on the drive. This partition contains the EFI boot loader, hardware abstraction layer (HAL), drivers, and other pre-OS utilities utilized Pre-Boot by the UEFI during its boot or system check processes. Windows 8/8.1 requires that this partition be formatted as FAT32.
MSR - 128MB - This partition is the Microsoft Reserved Partition. It is a required partition for any GPT formatted drive under Windows. This partition will initially be empty after you install Windows, but will be used later by the OS when performing certain disk tasks. GPT disks do not allow for hidden sectors (as was the case with MBR). This space is reserved for software operations that formerly used hidden sectors. You will not format this partition.
Data Partition - This is the remainder of your drive that will contain the OS, User Data, programs, etc.
Benefits of a UEFI/GPT boot disk vs. MBR:
- Although not currently applicable to SSDs, GPT disks can exceed the 2.2TB bootable limit of a MBR partitioned drive. MBR drives are limited to four partition table entries, unless a secondary "extended" partition structure is created.
- Data critical to platform operation is located in partitions, and not in un-partitioned or "hidden" sectors which in certain instances, can lead to system instability. Data contained in hidden sectors that result in system problems are difficult to debug.
- GPT disks use primary and backup partition tables for redundancy and 32-bit cyclic redundancy check (CRC32) fields for improved partition data structure integrity.
- A UEFI boot is more secure, and less vulnerable to pre-boot malware.
- A system utilizing a UEFI boot, will boot and recover from sleep faster than the same machine using MBR.
- UEFI is the future, and as different implementations of UEFI mature, UEFI will be used for much more than just booting a computer.
Note first on UEFI boot: http://www.overclock.net/t/1429005/ocz-vertex-4-256gb-windows-7-efi-boot#post_20862366
Quote:
Quote:
Booting and partitioning of GPT for Windows 8/8.1:...unless you disable the Compatibility Support Module (CSM) either directly with a setting in the BIOS, or via enabling Secure Boot (disabling CSM is a side affect of this), a Windows installation otherwise configured for EFI booting will not boot in EFI mode.
- Boot from the Windows 8/8.1 install media (You must initiate this boot from a device labeled as a UEFI device, or the installation of Windows 8/8.1 will produce an error that the OS cannot be installed to a GPT partition) These UEFI boot devices will have a prefix UEFI: "name of your device", and show as a boot option in your UEFI.
- After booting to the UEFI device you see the Install Windows 8/8.1 screen, press Shift + F10 to open a command prompt.
- Type Diskpart, press Enter
- Type List Disk , press Enter
- Type Select Disk # (where # is the number your drive shows up as), press Enter
- Type Clean, press Enter
- Type Convert GPT, press Enter
- Type Exit, press Enter.
- Close the Command Prompt window.
- Click the "Next" button.
- Click the "Install now" button.
- Put in your product key and click the "Next" button.
- Accept the terms and click the "Next" button.
- Choose "Custom: Install Windows only (advanced)."
- Click "New" and then click the "Apply" button. Four partitions should appear. Click the bottom partition.
- Click the "OK" button and then click the "Next" button.
- From then on follow the on screen instructions till you get to the desktop.
Note: If you can't boot after the install you need to make sure the boot is set to "Windows Boot Manager" in the UEFI. Also, important info.