Upgrade Readiness Guide
Work through these five areas before moving to the newer version of your computer's operating system. Each item is written so you can check it off yourself. The page prints cleanly if you prefer paper.
How to use this guide
Go in order. Hardware comes first because it decides whether an upgrade is possible at all. Backup comes second because it protects you whatever you decide next. If any item raises a question, note it down; it may be worth a quick conversation before you continue.
1. Hardware readiness
Open your computer's system information screen (usually found under "About" in system settings) and compare it with the published requirements for the newer version.
- Processor model and generation are on the supported list for the newer version.
- Installed memory (RAM) meets or exceeds the minimum.
- Free storage space meets the minimum, with extra room left for updates.
- Secure boot is supported and enabled in firmware settings.
- A hardware security chip is present and enabled.
- Screen resolution and graphics meet the minimum.
- The computer is in good physical condition (battery, fan, keyboard, ports).
If your computer does not qualify, plan a replacement rather than looking for workarounds. Running a system on unsupported hardware can lead to missed updates and instability.
2. Data backup
- All documents, photos, music and videos are identified, including folders outside the usual locations.
- Email, contacts and calendars are synced to an account or exported.
- Browser bookmarks and saved settings are synced or exported.
- A complete copy exists on a backup drive.
- A second copy exists in a different place, such as a cloud backup service.
- You have opened several files from the backup to confirm it works.
- Sign-in details for important accounts are recorded somewhere safe and offline.
New to backups? Read Backup and Recovery Basics.
3. Software compatibility
| Program | Used for | Works on newer version? | Action |
|---|---|---|---|
| Office software | Documents and spreadsheets | Check publisher's notes | Update to latest release first |
| Accounting tool | Invoices and payroll | Check publisher's notes | Confirm data file backup |
| Web browser | Everything online | Usually yes | Sync bookmarks |
| Specialized app | Industry-specific work | Ask the vendor | Test on one computer first |
- Every program you rely on is listed.
- Each has been checked against its publisher's compatibility information.
- Installers or download locations and license details you legitimately own are on hand for reinstallation.
- All programs are updated to their latest release before upgrading.
4. Printers and other peripherals
- Printer and scanner models are listed and supported on the newer version.
- Docking stations, monitors, webcams and headsets are listed.
- External drives and card readers are listed.
- Any specialized equipment (label printers, card readers for business, lab devices) has been confirmed with its maker.
5. Timing and the day itself
- A date is chosen when the computer will not be needed for several hours.
- The computer is plugged in to power, not running on battery.
- You have a reliable internet connection.
- Latest updates for your current version are installed first.
- You know how to roll back within the allowed period if needed.
- Afterward: key files open, the printer prints, apps sign in, and backups still run.
Want a second pair of eyes?
If you get stuck on any item, we offer general consultation by phone or email. Pricing is provided before any paid service begins.