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newSchoolWorks.com › VoTechWorks › Technology & Design › IT Support / Networking › Operating Systems: Installation, Configuration, and Support › Lesson 3
TEC-ITS43-03 · Lesson 3 · 14.5 clock hours · lab

Windows Installation and Post-Install Configuration

Objective. Students will perform a clean installation of Windows 10 or 11 from bootable USB media, partition and format the drive, and complete post-install driver and update configuration.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by an industry-certified professional or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

Windows Installation and Post-Install Configuration

Installing an operating system from scratch is one of the most fundamental skills an IT support technician performs. A clean installation wipes the target drive and places a fresh copy of Windows on it, giving you a known-good starting point free of previous software conflicts or malware. This lesson walks through every stage: creating verified bootable media, configuring firmware settings, partitioning the drive, completing setup, and bringing the system fully up to date.

Safety and Workplace Practices

Before handling any lab PC, power it off completely and unplug the power cord. Use proper electrostatic discharge (ESD) precautions—wear an anti-static wrist strap connected to a grounded surface whenever you open a case or handle internal components such as drives or expansion cards. Keep your workspace clear of liquids. If a PC must remain powered during any step (for example, to access UEFI settings), keep fingers away from exposed boards and cables. Never force connectors; incorrect seating can damage hardware.

Data loss is irreversible once a drive is formatted. Before touching any machine that may contain real data, confirm with your instructor that the drive is blank or that data has been backed up.

Creating Verified Bootable USB Media

Microsoft distributes Windows 10 and Windows 11 installation media through the Media Creation Tool, available free from Microsoft's official download page. The tool downloads a genuine ISO image and can write it directly to a USB drive, or you can save the ISO and use a separate utility such as Rufus.

Before writing the ISO, verify its integrity using its SHA-256 hash. Microsoft publishes the expected hash value on the download page. On Windows, open PowerShell and run:

```

Get-FileHash C:\path\to\windows.iso -Algorithm SHA256

```

Compare the output to the published value character by character. A mismatch means the file is corrupt or tampered with; discard it and download again. This step protects you from installing a compromised operating system.

When writing to USB with Rufus (if used), select GPT partition scheme for UEFI-based systems and NTFS as the file system. The USB drive must be at least 8 GB; its contents will be erased.

UEFI/BIOS Configuration and Boot Order

Modern PCs use UEFI (Unified Extensible Firmware Interface) instead of the older legacy BIOS. UEFI provides faster boot times, support for drives larger than 2 TB, and Secure Boot, which prevents unsigned code from loading at startup.

To boot from USB, restart the PC and press the manufacturer's firmware key (commonly F2, F10, F12, or Delete) immediately at power-on to enter UEFI setup. Locate the Boot Order or Boot Priority menu and move the USB drive to the top. Save and exit. The system will restart and load the Windows installer from the USB drive.

Enable Secure Boot unless a specific lab exercise requires it off. Confirm the firmware is set to UEFI mode, not legacy (CSM) mode, for a modern Windows installation using GPT disks.

Partitioning the Drive

When the installer reaches the "Where do you want to install Windows?" screen, select the target disk and click Drive options (advanced). Delete all existing partitions to start clean, then click New to let the installer create the required partitions automatically. On a UEFI system, Windows creates:

Allow the installer to manage partition sizes automatically unless your instructor directs otherwise. Manually changing these sizes can prevent recovery tools from working.

Out-of-Box Experience (OOBE) and Local Account Setup

After files copy and the system reboots, Windows starts the OOBE—the guided first-run setup. For lab environments, create a local account rather than signing in with a Microsoft account. On Windows 11, the installer may push toward a Microsoft account; choose "Sign-in options" or, on some builds, temporarily disconnect from the network to reveal the local account path.

Set a strong password and security questions. Decline optional telemetry and advertising settings as directed by your instructor.

Post-Install: Drivers and Windows Update

Immediately after the desktop appears, open Device Manager (right-click Start → Device Manager). Any device with a yellow exclamation mark (!) lacks a proper driver. Common missing drivers include network adapters, chipset controllers, and audio.

To find correct drivers, identify the PC's make and model (check the label on the case or run `msinfo32`), navigate to the manufacturer's official support site, and download drivers for your specific model and Windows version. Install them one at a time and reboot as prompted. When finished, Device Manager should show no yellow exclamation marks.

Next, open Windows Update (Settings → Windows Update) and check for updates. Install all critical and important updates. This may require several reboots and repeated checks until no critical updates remain. Keeping Windows current closes known security vulnerabilities and ensures hardware compatibility.

Documenting Your Work

Throughout every step, record your actions in the lab log: the ISO hash value and result, UEFI settings changed, partition layout created, drivers installed (name, version, source URL), and Windows Update history. Accurate documentation is a professional habit that helps you and others troubleshoot future issues and proves the work was done correctly.

Key terms10

Clean InstallationAn OS installation that erases all existing data on the target drive and places a fresh copy of the operating system, providing a known-good starting point.
SHA-256 HashA cryptographic checksum used to verify that a downloaded file is identical to the original; a mismatch indicates corruption or tampering.
UEFI (Unified Extensible Firmware Interface)The modern firmware interface that replaces legacy BIOS; supports GPT disks, Secure Boot, and drives larger than 2 TB.
GPT (GUID Partition Table)A disk partitioning scheme required for UEFI-based Windows installations; supports up to 128 primary partitions and drives larger than 2 TB.
OOBE (Out-of-Box Experience)The guided first-run setup wizard that Windows launches after installation to configure language, account, and basic preferences.
Device ManagerA Windows utility that lists all hardware devices and their driver status; a yellow exclamation mark indicates a missing or failed driver.
EFI System Partition (ESP)A small FAT32 partition created on UEFI systems that stores the boot loader and firmware-related files needed to start Windows.
Windows Recovery Environment (WinRE)A recovery partition installed alongside Windows that provides tools for startup repair, system restore, and reset if Windows fails to boot.
Media Creation ToolA free Microsoft utility that downloads a genuine Windows ISO and can write it directly to a USB drive for installation.
Secure BootA UEFI feature that checks digital signatures of boot software and refuses to load unsigned or untrusted code, helping prevent rootkits and bootkits.
In class: Create a bootable USB installer using the Microsoft Media Creation Tool on a classroom workstation; verify SHA-256 hash of the ISO before writing. · Perform a clean install on a lab PC: set UEFI/BIOS boot order, partition the drive using the Windows installer (primary and recovery partitions), and complete the OOBE setup with a local account. · After installation, use Device Manager to identify missing drivers, download and install correct drivers from the OEM support site, run Windows Update to current patch level, and document each step in a lab log.
Materials: Lab PCs with blank HDDs or SSDs, 8 GB or larger USB drives, Windows 10/11 ISO (downloaded from Microsoft), internet access, lab log template, CompTIA A+ Core 2 Study Guide
Check: Instructor verifies: bootable USB created correctly, OS installed without errors, Device Manager shows no yellow exclamation marks, Windows Update shows no critical updates pending, and lab log entries are complete. All criteria must be met.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

CompTIA A+ Core 2 – Operating Systems
1. A technician downloads a Windows 11 ISO from Microsoft and wants to confirm it has not been corrupted. Which action should the technician take before writing the ISO to a USB drive?
CompTIA A+ Core 2 – Operating Systems
2. During a clean Windows installation on a UEFI-based lab PC, which partition scheme should be selected for the target drive?
CompTIA A+ Core 2 – Operating Systems
3. After completing a Windows 10 clean install, a technician opens Device Manager and sees a yellow exclamation mark on the Ethernet adapter. What is the most appropriate next step?
CompTIA A+ Core 2 – Operating Systems
4. A student needs to boot a lab PC from a USB drive to start the Windows installer. The system uses UEFI firmware. Which step is correct?
CompTIA A+ Core 2 – Operating Systems
5. When the Windows installer creates partitions automatically on a UEFI system, which of the following partitions is created to allow the system to recover if Windows fails to start?
CompTIA A+ Core 2 – Operating Systems
6. A technician is setting up a lab PC and the Windows 11 OOBE strongly prompts for a Microsoft account sign-in. The instructor has directed the class to create local accounts only. Which approach is most likely to reveal the local account option?
CompTIA A+ Core 2 – Operating Systems
7. After installing all OEM drivers, a technician runs Windows Update and installs available updates. The technician then checks again and finds additional updates are available. What should the technician do?
CompTIA A+ Core 1 – Safety and Professionalism
8. Before opening a lab PC case to inspect a drive, which safety practice must the technician follow?
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