Ramblings of an old Doc
How to make sure you're not forgetting anything during upgrades and restoring!
Published on January 11, 2011 By DrJBHL In Personal Computing

 

Whether you're upgrading or repairing your computer, at some point in time you'll be faced with the task of reinstalling your operating system, especially in the Windows world.

As I can personally attest, most of the frustration with starting fresh comes from losing your installed programs and customized settings with them. Sure, you can create tweaked installation discs to automate the process and have all your drivers, programs and settings already in place.

The problem is that most people won't reinstall Windows more than once or twice a year. When the time comes to use your customized OS disc, new versions of your programs and drivers will have been released.

Despite serious attempts to be organized, almost every time that I reinstall my OS I manage to forget something. It's a phenomenon that forever haunts me, and I know I'm not alone. But being the clever guy that I am, after years of curiously skimming my programs folder trying to determine what's missing, I've decided to create a checklist.

Sadly, the mind behind this list is the same flawed creature responsible for my troubles to begin with. Please, if you have something to add, share it with us in the comments.

The Checklist

Typical user folder data:

All your documents, pictures, music, videos, downloads, contacts and so on.

If you are a tiny bit organized most of these files should reside in Windows' Documents folder.

Email data and Address Book:

All your emails, address book, rules, accounts, etc.

Gmail is a godsend but call me old fashioned, I still like to have my local copy of emails stored in Outlook. Luckily it's super easy to save all your emails to a .pst file. Whether you use Outlook, Thunderbird, Eudora or any other email client, there's additional data you may want to save like your address book, email rules, or even the mail accounts themselves.

Game data:

Saved games and configuration files.

Many modern Windows games will save your sessions within the My Documents folder or your user profile's folder. If not, you will have to travel to each game's folder and figure out which are the files needed to be saved.

Browser-related data:

Bookmarks/Favorites, custom settings, and add-ons.

This can be done painfully easy by a number of Firefox add-ons (scroll down to our Did you Know? tip for a link). For other browsers you may have to resort to less automated processes. Many users will also tell you that you are better off using web-based bookmarking services like delicious.

Instant Messaging:

Sent/received files and chat logs.

Although logs may not be as important (in fact, wiping them doesn't sound like a bad idea), IM programs tend to save received files at odd locations. With that in mind we suggest you check those folders for potentially unsaved data.

Others:

Every shred of data you may need from financial applications, password manager data, OPML file from your RSS reader, media player library information and playlists. Your software registrations and passwords.

Other things to consider:

  • Take a few screenshots for your reference:

I have learned over time that it's a good idea to take screenshots to make the reinstall process a breeze. I suggest taking screenshots of your desktop, Start menu, and installed programs list (from the Control Panel). Also anything with a lot of settings (e.g. firewall with a ton of exceptions), and a screenshot of all your Firefox add-ons, despite of having them backed up already. “Fences” does it, so should you!

  • Download installers in advance:

Backing up may take a long while depending on where you are moving data, so downloading the latest versions of your hardware drivers and software applications in advance will save you time after reloading your OS to a clean state.

Did you know?

FEBE can back up and restore your Firefox bookmarks, cookies, extensions, passwords, preferences, themes and just about anything else. It is a must-have if you're running Firefox beyond a vanilla install.

The Best Solution:

Acronis 2011

This is the best. Get it. Clean your HDD of duplicate files. Use a “Smart” defrag program to optimize your disk and clean and defrag your registry. Then, with Acronis, backup your disk to an external HDD.

Then set it for daily incremental backups after you migrate. Also, there are deals around for getting Acronis if you haven't, already.

Jim, Yrag... thanks for inspiring this post.

https://addons.mozilla.org/en-US/firefox/addon/2109/

Coming Articles: Cloud Computing


Comments (Page 1)
2 Pages1 2 
on Jan 11, 2011

     Very informative. Here's a tip I found to be somewhat of a headache preventer. In a separate folder labeled archive, I actually created a partition for this, store all your relevant data, i.e. documents, saved games and such. Then if you have a flash drive (4gigs are relatively cheap nowadays) right click the folder and choose move to folder, your flash drive will show up as a separate drive in My computer, select that drive, move your files there. Do this about once a week or so. Then when the time comes you have all your data intact ready to restore.

     As for back-ups I rely on my external HDD from Western Digital. It came with software pre-installed for continuous backups. Actually creates folders and separates all your data then copies it, creating a mirror image of your drive(s). This takes about two hours in the beginning but once done everything is updated in real time as you work. I highly recommend Acronis though as it is probably one of the best out there. 

on Jan 11, 2011

I remember the days of Windows 95/98 when re-installing the OS every 6 months was Recommended!  I re-installed my Desktop XP about a year ago - for the first time in 5 years!  We have come a long way baby!

That being said - and as indicated above - I do not re-install often.  But what I do often is upgrade computers (sadly, not mine), and your checklist (sans the games since these are business ones) is pretty much what I do. 

I developed mine over time, so I just have one question - Why did you not release this list 10 years ago so I did not have to create mine by trial and error!

on Jan 11, 2011

I developed mine over time, so I just have one question - Why did you not release this list 10 years ago so I did not have to create mine by trial and error!

Spite. 

on Jan 11, 2011

Tip:  Keep a copy of your favorite zip utility handy in it's executable state.  There's always something you want to unzip "right now".  And don't keep it handy in one of the zip archives you keep handy (doh! ).

on Jan 11, 2011

Oh my, I have never wiped my hard drive and reinstalled an OS, really. 

on Jan 11, 2011

Excellent tip, DaveRI! Suggest keeping it on a flash card/drive. 

on Jan 11, 2011

Very nice article Doc. I am an Acronis fan too. I do not have the 2011 verison "yet". I still have version 11.0. Disk director by Acronis is nice as well. My bootable Acronis disk comes in handy. I can boot to True Image or Disk Director. This gives me complete control on managing how I want to manipulate my partitions and hard drive, as in resizing, doing a complete wipe, or just a simple reformat. Then I can install the backup image and or files. I do not always use an auto backup, but rather do it manually. Sometimes I do not want important documents in a backup image, but backed up manually so I have better control over them.

I have so many skins, widgets, etc. from all the Stardock programs, plus from other programs like Yahoo widgets, Winstep extreme, Rainmeter, and so on. Those are a must for backup. I do that manually. I also backup favorites files like from RadioSure, and speed dial from my browser(s) so I do not have to rebuild them, but rather place them back in the appropriate folder. Your "other" category is a good one. Those are often overlooked.

I have several friends that ask me to wipe or reformat their hard drive and reinstall windows for them throughout the year. They do not backup their computers! Ugh. Then they want me to do it for them. Some even want me to cherry pick (from their files) what to backup. It is a real pain. Your article should be required reading for all computer users

Doc a GREAT program that I use to help me remember what I have installed, and also help me keep up with important product keys like Windows and Office is Belarc. I run Belarc and print the results after I have my computer(s) rebuilt as I want it.

One other point, backup redundancy is critical for those who are serious about backing up their computer.

Thanks for a great article.

on Jan 11, 2011

I use to use Belarc. Believe it or not it is one very handy program. Makes a list of everything you have on all your drives. I'd suggest Windirstat but that only gives you a graphical image. not very helpful.

on Jan 11, 2011

Glad to help, Doc. 

on Jan 11, 2011

winstar4
Very nice article Doc. I am an Acronis fan too. I do not have the 2011 verison "yet". I still have version 11.0. Disk director by Acronis is nice as well. My bootable Acronis disk comes in handy. I can boot to True Image or Disk Director. This gives me complete control on managing how I want to manipulate my partitions and hard drive, as in resizing, doing a complete wipe, or just a simple reformat. Then I can install the backup image and or files. I do not always use an auto backup, but rather do it manually. Sometimes I do not want important documents in a backup image, but backed up manually so I have better control over them.

I have so many skins, widgets, etc. from all the Stardock programs, plus from other programs like Yahoo widgets, Winstep extreme, Rainmeter, and so on. Those are a must for backup. I do that manually. I also backup favorites files like from RadioSure, and speed dial from my browser(s) so I do not have to rebuild them, but rather place them back in the appropriate folder. Your "other" category is a good one. Those are often overlooked.

I have several friends that ask me to wipe or reformat their hard drive and reinstall windows for them throughout the year. They do not backup their computers! Ugh. Then they want me to do it for them. Some even want me to cherry pick (from their files) what to backup. It is a real pain. Your article should be required reading for all computer users

Doc a GREAT program that I use to help me remember what I have installed, and also help me keep up with important product keys like Windows and Office is Belarc. I run Belarc and print the results after I have my computer(s) rebuilt as I want it.

One other point, backup redundancy is critical for those who are serious about backing up their computer.

Thanks for a great article.

Welcome, winstar4. Thanks so much for your thoughtful answer.

on Jan 11, 2011

RedneckDude 

"Glad to help, Doc.  "

Care to share?

on Jan 11, 2011

Jim, Yrag... thanks for inspiring this post.

RnD was referring to that.

on Jan 11, 2011

The only thing I did was beat the shit out of the sheep shepherd....... although, now that I think about it, you're right Doc, that in itself is uplifting and inspirational.....

 

 

 

Nice article, Seth

on Jan 12, 2011

"shit out of the sheep shepherd"

Say that 5 times fast!!! 

on Jan 12, 2011

*sigh. you just have to love these two. independently. platonically. better stop here.

Thanks, yrag. 

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