Microsoft Windows 10 Upgrade Program

Installation Guide for New PCs

(Also known as the Windows 10 Tech Bench program)

Version: 08.20.2015. Please check the most recent version on Windows 10 Upgrade Program
site.

The TechBench.zip utility is Microsoft Confidential and may be used solely to install Upgrade
software in accordance with the Microsoft Windows 10 Upgrade Program. The TechBench.zip
utility may not be modified.

New PC purchase upgrading Windows 8.1 to Windows 10

Required before offering

Wireless Internet connection
Wired Internet Connection for PCs without wireless
Latest Installation of Windows 10 on writable USB media using the Windows 10 Upgrade
Program site software.
USB installation media should also contains the extracted script files provided for the
Windows 10 Upgrade Program.
16GB or Greater USB Flash Drive for use on low disk space systems
Micro-USB Adapter for using media on Tablets
Printed copied of all paperwork that must be given to user in connection with the
upgrade including the End User License Agreement, the Privacy Statement and the
Windows 10 Upgrade Program User Guide for New PCs which documents the
changes made to the PC during the upgrade.
Site Selected Password that will be used during creation of all local accounts and which
will be recorded on the User Guide for the customer.

Password: ____________________

Explain the Cleanup Offer to End Users (including related settings) and determine if they
would like this extra and optional service.

Microsoft Confidential NDA only.

Before starting, provide and collect from the customer
Provide each End User an opportunity to review the Upgrade Documents (End User
License Agreement, Privacy Statement and Recommended Apps and Express Settings
changes documented in the User Guide) and provide a copy to the End User, if
requested.
Enter into an enforceable agreement with each End User that includes End Users express
acknowledgement and consent to: (i) the Upgrade Documents, (ii) all additional
provisions required under your Windows 10 Upgrade Program Agreement (also known
as Tech Bench Program Agreement and Windows 10 Upgrade Collaboration Agreement)
and (iii) the Cleanup Offer (including related settings), as applicable.
Collect the preferred User Account Name for creation of local account. Enter this
information onto their User Guide document to be returned to them when completed.
Notify to End Users with low storage devices (with storage less than 32GB) that their
devices can be upgraded, but once Windows 10 is installed, there is no option to
uninstall and regain the previous OS. End Users will not be able to rollback to previous
version of Windows on their PC. Obtain End Users express acknowledgment and consent
to the aforementioned restriction before proceeding with the upgrade.
This saves disk space and ensures good performance after upgrade.
(Note: Do not collect an email or password from the user.)

Before turning the device on for the first time

Portable devices should be plugged into power
PCs with no wireless adapters should be plugged into a wired connection

On First Boot to Windows 8.1

Proceed through the OOBE Process
If offered Windows 10 via OOBE, do not accept.
At the User Account Page, select Create a New Account
At the bottom of the Create a New Account page, choose to create a local account
Create the account with the Account Name the user selected and the default site
password. If the user did not select an Account Name, you can use their First or Last
name instead.
Continue on until Windows 8.1 arrives at the desktop

Microsoft Confidential NDA only.

For Tablets and PCs with a single USB Connection used for both
Power and Data
Tablets that use their only USB connection for both power and data should have at least
80% Battery Charge prior to beginning the upgrade to Windows 10.
Verify on Windows 8.1 that the battery for these devices is at least 80% charged.

Begin the Upgrade to Windows 10

1. Verify that Windows 8.1 is connected to the Internet.
You can see a wireless internet icon in the system tray or you can hover your mouse
over a wired icon to verify Internet Access.

2. Verify that the Windows 8.1 machine has been activated. This should have automatically
happened during first boot.
Bring up System Properties to verify Windows is Activated.
(Right click in the lower-left corner and left click on System.)
If Windows is not activated, verify you are on the Internet and click the activation
button. Activation is required for upgrade.
3. Insert the USB that was set up based on instructions in Creating an installation USB
stick.pdf.
4. Double click techbench.cmd. The Power Shell window will open and progress will show
installation of KBs to install Appraiser and Compat report. The PC may restart.
5. After reboot, the Power Shell window will automatically open again on the desktop.
6. Appraiser will run to check the compat status of the device; this shouldn't take more than
20 minutes.
7. Status is shown when Appraiser run is complete. Please check the PC status. One of the
following 4 states will be reported:
Green: This PC can be updated to Windows 10 without any expected issues. Note that
the green status may include removal of an incompatible application (i.e., antimalware).

Yellow: Some action needs to be taken before you can upgrade. Often an application
may need to be uninstalled for upgrade to work correctly. During setup there will be a
message that lets you know whether the application can be reinstalled after upgrade or
not. If the GWX report is available, please use this to view a detailed list of actions before
you start upgrade.

Orange: This PC may have some issues upgrading to Windows 10. While this can be
upgraded in most cases, you may have to uninstall an application for upgrade to work
correctly, an application may be hard blocked after upgrade, or there may be device

Microsoft Confidential NDA only.

 issues (e.g., a printer or other type of device that was connected to the PC that may not
have a driver after upgrade). During setup there will be a message that lets you know
what issues need to be resolved before upgrade. If the GWX report is available, please
use this to view a detailed list of actions before you start upgrade.

Red: This PC cannot be upgraded to Windows 10. Please review system hardware
specifications to determine the blocking issue (e.g., CPU, BIOS, RAM, network device).
This PC may also have BDD issues after upgradein this case upgrade is possible but the
user experience will be poor after upgrade. We recommend that this PC should not be
upgraded before doing a full check on hardware requirements.
8. If the PC state will support upgrade, continue with upgrade.

Note that devices with <32GB of memory can be upgraded, and there are two options
for upgrading users with these devices:

Option 1: Choose Y to upgrade and remove the previous version of the OS. This is
recommended. This ensures that the device has enough disk space to perform well with
Windows 10 and ensures a good experience. This also means that once Windows 10 is
installed, there is no option to uninstall and regain the previous OS.

Option 2: Choose N to upgrade and retain the previous version of the OS. This is not
recommended, as the experience will not be optimal on the device.

9. You may be prompted to enter your retailer name if this has not been set up with the
key.
10. You will see a notification that upgrade will start. Press enter to confirm.

IMPORTANT: If the PC tries to boot from the USB key, this will fail by design. Allow the PC to
restart. Do not force an installation from the USB at this point, because it will be a clean
install and user data may be deleted.

11. After setup starts and the PC reboots, you will see the 'Installing Windows' screen with
the large circle that shows percentage complete. At this point you may remove the USB
key.

NOTE: If the device has software that requires removal or has a known hardware issue, setup
will halt and ask for action to be taken.

12. When the PC restarts, you will need to logon with the local user name and site provided
password. The script will apply express settings automatically and skip OOBE.

Microsoft Confidential NDA only.

 13. The Cleanup tool will launch. You can choose to clean up startup apps and items on the
desktop. You may choose to run a cleanup process on the device, or you may opt out of
this step. More information about the cleanup tool is provided at the end of this
document.
14. When the cleanup tool is complete, you'll be prompted to remove the scripts/tools. Only
do this if you're done cleaning up the PC and all the scripts have completed successfully.
15. Once you have reached the desktop of Windows 10
Verify Windows 10 is activated by opening the Start Menu, clicking on Settings,
System and about.
Check the device manager to verify there are no problem devices.
Right-click in the lower left corner of the desktop and left-click on Device
Manager
Problem devices will have a red or yellow notation next to them.
16. Solving Problems
Blocks during Setup. You might encounter a software block during upgrade that
requests you to confirm the removal of software. This is now a common part of
the upgrade process and should be rare in new PCs.
Setup on 16GB drive devices might ask to use USB media during installation. This
will place the uninstall folders on the USB drive. If you are installing from USB
Media you might also need to have a USB hub to allow two USB Drives. To allow
the user to uninstall, they will need to take with them USB media that includes
that uninstall folder.
If you have a device driver missing from the Device Manager, right click on the
device and click Update Device Software
If you have a device driver that fails to load from the Device Manager, right click
and uninstall the device. Under the Action Menu click Scan for Hardware Changes
and allow a new driver to be pulled from the internet and installed.
If any of the items removed during cleanup need to be replaced, you can launch
the cleanup utility that will be on the USB. A list of apps that were cleaned up are
listed. By un-checking the box next to the item, you reverse the cleanup action
for that item.
17. Hand out the User Guide
We have provided a Windows 10 Upgrade Program User Guide for New PCs
that includes instructions for the user to elevate the local account with the user
name and password that you have created to a connected account using their
personal email and password.

Microsoft Confidential NDA only.

An explanation of the setupcomplete.cmd script run after
upgrading to Windows 10
/postboot \setupcomplete.cmd will run a second script automatically after upgrade to
Windows 10 and will:

Reset file associations to Windows 10 recommended apps including

o Photos will now open in the Photos App
o Music will now open and play with the Music App
o Videos will now open and play with the Video App
o Microsoft Edge is now the default web browser
Reset telemetry and feature improvement settings to express settings including
o Personalize my speech, typing, and inking experiences by sending contacts and
calendar details, along with other associated input data to Microsoft.
o Send typing and inking data to Microsoft to improve recognition and suggestion
platform.
o Let apps use your advertising ID for experiences across apps.
o Let Windows and apps request my location, including location history, and send
Microsoft and trusted partners some location data to improve location services.
o Use SmartScreen online services to help protect against malicious content and
downloads in sites loaded by Windows browsers and Store apps.
o Use page prediction to improve reading, speed up browsing, and make your
overall experience better in Windows browsers. Your browsing data will be sent
to Microsoft.
o Automatically connect to suggested open networks. Not all networks are secure.
o Automatically connect to networks shared by your contacts.
o Send error and diagnostic information to Microsoft.
Ensure that all updates installed during Windows 10 upgrade have been applied
correctly and the device is partitioned correctly in cases of <32 GB devices.
Send information back to Microsoft on Performance affecting installed applications.
Launch Device Manager to allow easy check of a successful upgrade.

The Cleanup Process

If the user elected for the Cleanup Process, when the Cleanup tool opens, please take the
following steps to complete the cleanup:

A simple dialog will open and list all the items that will be moved out of Startup, browser
extensions, etc.
If you would like to maintain any of the items on the list, check the item and confirm in
the dialog.
6

Microsoft Confidential NDA only.

 If you prefer not to perform cleanup, choose this option in the dialog.

Microsoft Confidential NDA only.