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2007 Cisco Systems, Inc. All rights reserved. Cisco PublicITE PC v4.0Chapter5 1
Chapter 5:
Operating Systems
IT Essentials: PC Hardware and Software v4.0
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The Purpose of an Operating System
The operating system (OS) controls almost all functionson a computer.
Learn about the components, functions, and
terminology related tothe Windows 2000 andWindows XP operatingsystems.
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Roles of an Operating System
All computers rely on an operating system (OS) toprovide the interface for interaction between users,applications, and hardware.
The operating system boots the computer andmanages the file system.
Almost all modern operating systems can support morethan one user, task, or CPU.
The operating system has four main roles:
Control hardware access
Manage files and folders
Provide user interface
Manage applications
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Characteristics of Operating Systems Control hardware access
OS automatically discovers and configures PnP hardware
File and folder management
User interface
Command line interface (CLI)
Graphical user interface (GUI)
Application management
Open Graphics Library (OpenGL)
DirectX
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The Types of Operating Systems
Graphical User Interface(GUI): The user interactswith menus and icons.
Command Line Interface(CLI): The user typescommands at a prompt.
Most operating systems include both a GUI and a CLI.
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Compare Operating Systems
Terms often used when comparing operating systems:
Multi-user Two or more users can work with programsand share peripheral devices, such as printers, at the sametime.
Multi-tasking The computer is capable of operatingmultiple applications at the same time.
Multi-processing The computer can have two or morecentral processing units (CPUs) that programs share.
Multi-threading A program can be broken into smallerparts that can be loaded as needed by the operating system.Multi-threading allows individual programs to be multi-tasked.
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Real Mode Executes only one program at a time
Addresses only 1 MB of system memory at a time
Directly accesses memory and hardware
Subject to crashes
Available to all modern processors
Only used by DOS and DOS applications
Program Codedirectly controls PC
hardware.
PC hardware can beinterrupted by bad
code.
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Protected Mode Has access to all memory
Can manage multiple programs simultaneously
Allows the system to use virtual memory
Provides 32-bit access to memory, drivers, and I/O transfers
Each program is assigned a space in memory
Computer is protected from program errors
Program Codedirectly controlsPC hardware.
PChardwarecannot beinterrupted
by bad code.
HardwareAbstraction
Layer(HAL)
Programtalks to
HAL
HAL controlshardwareand stops
errors.
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Virtual Real Mode Allows a real-mode application to run within a protected-mode
operating system
Creates virtual machines for each program that runs in real mode
Each virtual machine receives 1 MB of memory and access to
hardware
In the event of a program error, only the virtual machine isaffected
OS provides virtual machine to host the code and protect the PC
Program operates invirtual machine
PC hardwarecontrolled by
virtual machine;errors are
stopped
Program Code
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Compare Operating Systems
Desktop operating systems:
Microsoft Windows: Windows XP
Macintosh: Mac OS X
Linux: Fedora, Ubuntu, and others
UNIX
A desktop OS has the followingcharacteristics:
Supports a single user
Runs single-user applications
Shares files and folders on a smallnetwork with limited security
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Network Operating Systems (NOS) Common NOS include:
Novell Netware
Microsoft Windows Server
LinuxUNIX
A network OS has the followingcharacteristics:
Supports multiple users
Runs multi-user applications
Is robust and redundant
Provides increased security compared to
desktop operating systems
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Determine Proper Operating System
Create an accurate profile of your customer byanalyzing the daily, weekly, and monthly computeractivities
Select appropriate software and hardware to satisfyexisting and future requirements
To select the proper operating system:
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What Does Your Customer Require? Office applications
word processing, spreadsheets, orpresentation software
Graphics applicationsPhotoshop or Illustrator
Animation applications
Flash
Business applicationsaccounting, contact management,sales tracking or database
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Identify Minimum Hardware Requirements
Customer may need to upgrade or purchase additionalhardware to support the required applications and OS.
A cost analysis will indicate if purchasing newequipment is a better idea than upgrading.
Common hardware upgrades:
RAM capacity
Hard drive size
Processor speedVideo card memory and speed
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Hardware Compatibility List (HCL) Most operating systems have an HCL.
HCLs can be found on the manufacturer's website.
HCL includes list of hardware that is known to work with
the operating system.
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Installing the Operating System
Reasons to perform a clean installation of an OS:
When a computer is passed from one employee to another
When the operating system is corrupted
When a new replacement hard drive is installed in acomputer
Before performing a clean installation:
Back up all data first
Explain to the customer that existing data will be erased
Confirm that all needed data has been successfullytransferred
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Hard Drive Setup Procedures
Operating system setup methods:
Install an OS over a network from a server
Install from a copy of the OS files stored on the hard
drive Install from OS files stored on CDs or DVDs
Partitioning and Formatting
Hard drive must be logically divided (partitioned)
File system must be created on the hard drive
During the installation phase, most operating systemswill automatically partition and format the hard drive
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Hard Drive Setup ProceduresA technician should understand the process related tohard drive setup.
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Prepare the Hard Drive
The first portion of the installation process deals withformatting and partitioning the hard drive.
The second portion prepares the disk to accept the file
system. The file system provides the directory structure that
organizes the user's operating system, application,configuration, and data files.
Examples of file systems:The FAT32 file system
The New Technology File System (NTFS)
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Install the Operating System
Define currency and numerals
Text input language
Name of user
Name of company
Product key
Computer name
Administrator password
Date and time settings
Network settings
Domain or workgroup information
During the Windows XP installation the user must provide:
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Create Administrator Account
Setup creates the administrator account with the username administrator
Change this name to keep the administrator account secure
Only use the administrator account occasionally for criticalsystem changes
Create a fictitious user account to use as a template
Use secure passwords
These should be a minimum of 7 characters, containing at leastone of each (letter, number, and symbol)
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Complete the Installation
When Windows XP installationcompletes:
Computer will reboot
Log in for the first timeRegister Windows XP and verify that you areusing a legal copy of the OS
Verification enables you to downloadpatches and service packs
Use Microsoft Update Manager toscan for new software and to:
Install all service packs
Install all patches
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Check Device Manager for Conflicts
Look for warning icons (yellow exclamation points)
Double-click to learn about the problem
Click the plus (+) sign to expand the category
May be able to ignore an error
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Custom Installation Options
Follow these steps for disk cloning:
Create a master installation on one computer
Run SysprepCreate a disk image of the configured computer using third-party disk-cloning software
Copy the disk image onto a server
When the destination computer is booted,
A shortened version of the Windows setup program runs
Setup configures only user-specific and computer-specificsettings
An answer file provides data normally required during set up
With Microsoft System Preparation
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The Boot Sequence for Windows XP Power On Self Test (POST)
POST for each adapter card that has a BIOS
BIOS reads the Master Boot Record (MBR)
MBR takes over control of the boot process and starts NT Loader(NTLDR)
NTLDR reads the BOOT.INI file to know which OS to load andwhere to find the OS on the boot partition
NTLDR uses NTDETECT.COM to detect any installed hardware NTLDR loads the NTOSKRNL.EXE file and HAL.DLL
NTLDR reads the registry files and loads device drivers
NTOSKRNL.EXE starts the WINLOGON.EXE program and displays
the Windows login screen
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NTLDR and the Windows Boot Menu
If more than one OS is present on thedisk, BOOT.INI gives the user achance to select which to use.
Otherwise:NTLDR runs NTDETECT.COM to getinformation about installed hardware
NTLDR then uses the path specified in theBOOT.INI to find the boot partition
NTLDR loads two files that make up thecore of XP: NTOSKRNL.EXE and HAL.DLL
NTLDR reads the Registry files, chooses ahardware profile, and loads device drivers.
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The Windows Registry
Recognized by distinctive names, beginning withHKEY_
Every setting in Windows is stored in the registry
Changes to the Control Panel settings, FileAssociations, System Policies, or installed software arestored in the registry
Each user has their own section of the registry
The Windows logon process uses the registry to set thesystem to the state that it was in the last time the userlogged in
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The Windows Registry Files
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The NT Kernel and Security Authority
Next, the NT kernel, NTOSKRNL.EXE, takes over
It starts the login file, WINLOGON.EXE
That program starts the Local Security Administration file,LSASS.EXE (Local Security Administration)
LSASS.EXE is the program that displays the XP welcomescreen
There are few differences between the Windows XPand the Windows 2000 boot process
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Manipulating Operating System Files After you have installed Windows XP, you can use
MSCONFIG for post-installation modifications:
This boot configuration utility allows you to set programs thatwill run at startup, and to edit configuration files
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Manipulating Operating System Files The registry is a database that contains information and
settings for all of the hardware, software, users andpreferences. REGEDIT allows users to edit the registry.
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Manipulating Operating System FilesPressing the F8 key during the boot process opens the
Windows Advanced Startup Options menu, which allowsyou to select how to boot Windows.
Safe Mode Starts Windows but only loads drivers for basic
components, such as the keyboard and display.
Safe Mode with Networking Support Starts Windowsidentically to Safe Mode and also loads the drivers for networkcomponents.
Safe Mode with Command Prompt Starts Windows and loadsthe command prompt instead of the GUI interface.
Last Known Good Configuration Enables a user to load theconfigurations settings of Windows that was used the last time thatWindows successfully started. It does this by accessing a copy ofthe registry that is created for this purpose.
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Describing Directory Structures Windows file system naming conventions:
Maximum of 255 characters may be used
Characters such as a period (.) or a slash (\ /) are not allowed
An extension of three or four letters is added to the filename toidentify the file type
Filenames are not case sensitive
Windows filename extension examples:
.doc - Microsoft Word
.txt - ASCII text only
.jpg - graphics format
.ppt - Microsoft PowerPoint
.zip - compression format
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Describing Directory Structures
Each file has a set of attributes that control how the filemay be viewed or altered.
The following are the most common file attributes:
R - The file is read-onlyA - The file will be archived the next backup
S - The file is marked as a system file and a warning is given ifan attempt is made to delete or modify the file
H - The file is hidden in the directory display
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The ATTRIB Command
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NTFS and FAT32 FAT32 is used where files need to be accessed by
multiple versions of Windows. FAT32 is not as secureas NTFS
NTFS can support more and larger files than FAT32,and provides more flexible security features for folders,files, and sizes
Partitions can be converted from FAT32 to NTFS usingthe CONVERT.EXE utility, but not in the reverse
direction
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Navigating a Graphical User Interface (GUI)
A GUI provides graphical representations of all the files,folders, and programs on a computer.
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Customizing the Desktop
To customize any of these, simply right-click the item andthen select Properties.
Taskbar
Recycle Bin Desktop background
Window appearance
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The Start Menu
Customized to two styles, XP andClassic
Accessed by clicking the Start button
The Start menu includes:A nested list of all installed applications
A list of recently opened documents
A list of other elements, including; a
search feature, a help center, and systemsettings
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My Computer
When you right-click My Computerandselect Properties, there are severalsettings that can be customized:
Computer nameHardware settings
Virtual memory
Automatic updates
Remote access
Files can also be moved and copied usingMy Computer
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Launching Applications
Applications can be launched in several ways:
Click the application on the Start menu
Double-click the application shortcut icon on the desktop
Double-click the application executable file in My Computer
Launch the application from the Run window or command line
To view and configure network connections, right-click the
My Network Places icon. Connect to or disconnect from a network drive
Right-click Properties to configure existing networkconnections, such as a wired or wireless LAN connection
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Control Panel Applets
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Display Settings
Change the resolutionand color quality
Change wallpaper,
screen saver, powersettings, and otheroptions, by clicking theAdvanced button
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Device Manager
Used to view settings fordevices in the computer
An exclamation markindicates a problem with adevice
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Task Manager
View all applications thatare currently running
Close any applications that
have stopped responding Monitor the performance of
the CPU and virtualmemory
View all processes that arecurrently running
View information about thenetwork connections
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Event Viewer and Remote Desktop
Event Viewer
Logs a history of events regarding applications,security, and the system.
These log files are a valuable troubleshooting tool.
Remote Desktop
Allows one computer to remotely take control of
another computer. This troubleshooting feature is only available with
Windows XP Professional.
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Performance SettingsSettings for advanced visuals and for virtual memory
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Add or Remove an Application Utility to install or uninstall applications
Tracks installation files for future thorough uninstall, ifdesired
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Upgrading an Operating System
Upgrade Paths
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Upgrading to Windows XP Insert the Windows XP CD. Select Start > Run.
In the Run box, where D is the drive letter for the CD-ROM, type D:\i386\winnt32 and press Enter. TheWelcome to the Windows XP Setup Wizard displays.
Choose Upgrade to Windows XP and click Next. TheLicense Agreement page displays.
Read the license agreement and click the button toaccept this agreement.
Click Next. The Upgrading to the Windows XP NTFSFile System page displays.
Follow the prompts and complete the upgrade. When
the install is complete, the computer will restart.
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Preventive Maintenance PlanningComponents of a preventive maintenance plan:
Updates to the operating system and applications
Updates to anti-virus and other protective software
Hard drive error checking
Hard drive backup
Hard drive defragmentation
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Schedule Tasks The DOS AT command launches tasks at a specified time using
the command line interface
Information about the AT command is available at this path: Start >Run > cmd Then type AT /? at the command line.
The Windows Task Scheduler launches tasks at a specified timeusing a graphical interface
Access the Windows Task Scheduler by following this path: Start > AllPrograms > Accessories > System Tools > Scheduled Tasks
Examples of scheduled tasks to run
ScanDisk (Windows 2000) and CHKDSK (Windows XP) check theintegrity of files and folders and scan the hard disk surface for physicalerrors.
Defrag: Gathers the noncontiguous data into one place, making filesrun faster
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Automatic Updates An automatic update service scans the system for
needed updates, and recommends what should bedownloaded and installed.
Automatic update services can setup to download and
install updates as soon as they are available or asrequired, and install them when the computer is nextrebooted.
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Restore Point
An image of the current computer settings. If the computercrashes, the OS can roll back to a restore point.
The restore point utility only operates on OS andapplication files.
Anti-virus software should be run to remove malwarebefore creating a restore point.
When to create a restore point:
Before updating or replacing the OS When an application or driver is installed
Manually at any time
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Backup the Hard Drive Backup tools allow for recovery of data.
Use the Microsoft Backup Tool to perform backups.
Establish a backup strategy that will allow for the
recovery of data. Decide how often the data must be backed up and the
type of backup to perform.
Windows XP uses Volume Shadow Copying, which
allows users to continue to work even as a backup istaking place.
It is only necessary to make copies of the files thathave changed since the last backup.
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Types of Backups
YesSelected files and folders thatchanged since the last backup
Incremental
NoSelected files and folders that
changed during the dayDaily
NoSelected files and folders thatchanged since the last backup
Differential
NoSelected files and foldersCopy
YesSelected files and foldersNormal
Clearmarker
Description
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Step 1 Gather data from the customer
Step 2 Verify the obvious issues
Step 3 Try quick solutions first
Step 4 Gather data from the computer
Step 5 Evaluate the problem and implement the solution
Step 6 Close with the customer
Troubleshooting Process
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1. Gather Data from the Customer Customer information
Company name, contact name, address, phone number
Computer configuration
Operating system, patches and updates, network environment,connection type
Use a work order to collect information
Description of problem
Open-ended questions
What were you doing when the problem was identified?
Closed-ended questions
Are you currently logged into your network?
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2. Verify the Obvious Issues
Examine the most obvious causes of a problem.
Is the caps lock key set to ON?
Is there a non-bootable disk in the floppy drive?
Are the drive settings and boot order configured correctly inBIOS?
Can you log on as another user?
Was the computer turned off without being shut down properly?
Has the password changed?
Does the monitor have power?
Does the display have the correct settings?
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3. Try Quick Solutions First Use the Last Known Good Configuration settings
Enter Safe Mode to troubleshoot video problems
Uninstall an application that was recently added
Roll back the system using a System Restore point
Examine the Device Manager for device conflicts
Run cleanmgr to clean up temp files
Run chkdsk/f to repair problems with the hard drive Run defrag to speed up the hard drive
Reboot the computer
Login as a different user
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4. Gather Data from the Computer
Examine system files.
Run diagnostic software.
Refer to the computer user manual or BIOS website for
the meaning of beep codes. Examine the event logs to determine the cause of
computer problems.
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You may need to conduct further research
Refer to repair manuals
Study the product documentation
Visit the manufacturers website Consult repair journals
Talk to technicians who may have repaired similar problems.
Implement the most likely solution first
Return the computer to the original state before trying thenext solution
It may be necessary to test many potential solutions beforethe problem is resolved
5. Evaluate Problem & Implement Solution
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6. Close with the Customer
When you are confident that the problem is resolved:
Document the customer information, problem description,and steps to resolve the issue in the work order.
Explain to the customer how you solved the problem . Let the customer verify that the problem has been solved.
Complete all documentation including sales orders, timelogs, and receipts.
Complete the work order.
Update the repair journal. You can use the notes from thejournal for future reference.
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Common Problems and Solutions
Boot the computer in safe mode anduninstall any recently installedapplications.
The computer will not finishloading Windows.
Remove any floppies and CDs from the
computer and verify that the HDD is setas a bootable device in the BIOS setup.
The computer will no longer boot
to Windows and gives the errorInvalid systems disk
Use the Roll Back Driver option toremove the new video driver.
Remove any unnecessary programsfrom the Startup tab and reboot thecomputer.
The computer displays thedesktop in 16 color VGA modeafter updating the video drivers.
Possible SolutionProblem Symptom
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Chapter 5 Summary Consider the customer's needs when selecting an OS.
The main steps in setting up a customer's computer includepreparing the hard drive, installing an operating system,creating user accounts, and configuring installation options.
A GUI shows icons of all files, folders, and applications on thecomputer.
Establish a backup strategy that allows for the recovery ofdata.
Preventive maintenance helps to ensure optimal operation ofthe OS.
Tools for troubleshooting an OS problem include WindowsAdvanced Options menu, event logs, device manager, andsystem files.
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