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Unsure on best way to rebuild a system

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I have a new HP laptop, 256GB SSD, 1TB Hard Drive. I use Acronis 2019 for backup. The hard drive is making a noise, and I'll soon be shipping the laptop back to HP for warranty repair. There's a good chance it will come back with both the system (C:, SSD) and data drives erased.

I'm unsure of the best approach to take:

(a) Create an Acronis Survival Kit for both drives, and when the new system comes back, boot from that and restore the system over whatever HP installed

(b) Bite the bullet and rebuild the C and D drives again (installing software), and then restore whatever else is necessary from an Acronis backup.

I'm just worried about either screwing up the Windows licenses, or somehow having the restore leave me with a brick.

ETA: If I go with (a), what size drive should I get for the survival kit. I"m thinking 1TB USB Hard Drive, from what I've been reading.

Daniel

 

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Daniel, You can't screw up if you have good backups. I'd highly encourage that you take a full disk back of your existing hard drive as close as possible to returning it back.  That will be what you will restore when you get your new drive back.

Before you restore though, take a full disk backup of the returned drive as soon as you get it (using offline rescue media).  That way, if anything ever goes wrong, or you simply want to revert to factory, you can always restore that backup to get back to factory configuration.

Once you have that backup, boot the system "as is" and just make sure it's licensed.  I'm assuming this is Windows 10 (OEM Home or Pro).  It will phone home to Microsoft and register the OS license with the hardware and then you can always register that hardware with that OS in the future, no matter what.

Now, restore your previous system backup image to the new drive.  Boot it up and make sure it is licensed (which it should be if they are the same type ... home / home or Pro / Pro and Windows 10).  Keep these 2 backups for posterity, just in case.

Just be careful if/when you build a survival kit.  The process wipes out ALL DATA on that drive in the process.  If you have data on those drives you want to keep, or can't move off temporarily, just build rescue media on an external USB thumb/flash drive that is 2GB-32Gb in size.  Double check that you can boot it.

LAST... when taking your backups for this - make sure the drive is not encrypted (turn off bitlocker, or any local system encryption if it's on).  You don't want to accidentally backup an encrypted image that you won't be able to decrypt.  If you take your backup while Windows is running and have encryption on, the image won't be encrypted, but if your system is encrypted and you take an offline image while the disk is encrypted, then you'll have a useless backup.

Long story short... make rescue media (highly suggest you make a WinRE rescue media in Acronis or the MVP rescue media builder).  Take your backup, make sure you can see the data in it and then you're good to go when you get the new system.

Some questions/comments:

Before you restore though, take a full disk backup of the returned drive as soon as you get it (using offline rescue media).  That way, if anything ever goes wrong, or you simply want to revert to factory, you can always restore that backup to get back to factory configuration.

If, as I fear, the system comes back with a "new" windows installation, that would mean doing the initial boot of Windows 10 and all that setup, install Chrome, install Lastpass, then redownload Acronis to install and do that backup. Or is the recovery partition that HP installs (but I have no idea how to access) sufficient?

Once you have that backup, boot the system "as is" and just make sure it's licensed.  I'm assuming this is Windows 10 (OEM Home or Pro).  It will phone home to Microsoft and register the OS license with the hardware and then you can always register that hardware with that OS in the future, no matter what.

This should be coming from HP, which should be an OEM Home.

Now, restore your previous system backup image to the new drive.  Boot it up and make sure it is licensed (which it should be if they are the same type ... home / home or Pro / Pro and Windows 10).  Keep these 2 backups for posterity, just in case.

I know the current system is licensed. Do I just check activation status?

Just be careful if/when you build a survival kit.  The process wipes out ALL DATA on that drive in the process.  If you have data on those drives you want to keep, or can't move off temporarily, just build rescue media on an external USB thumb/flash drive that is 2GB-32Gb in size.  Double check that you can boot it.

My intent was to get a new drive for the Survival kit. Do you also recommend getting a Flash drive and building Windows Rescue media. (I'm truly not an expert in this area, but this is adding to my knowledge base)

LAST... when taking your backups for this - make sure the drive is not encrypted (turn off bitlocker, or any local system encryption if it's on).  You don't want to accidentally backup an encrypted image that you won't be able to decrypt.  If you take your backup while Windows is running and have encryption on, the image won't be encrypted, but if your system is encrypted and you take an offline image while the disk is encrypted, then you'll have a useless backup.

Right now: No encrypted drives. This is a home machine, and although encryption at rest is a good thing, it can also complicate drive recovery. 

Daniel Faigin wrote:

Some questions/comments:

Before you restore though, take a full disk backup of the returned drive as soon as you get it (using offline rescue media).  That way, if anything ever goes wrong, or you simply want to revert to factory, you can always restore that backup to get back to factory configuration.

If, as I fear, the system comes back with a "new" windows installation, that would mean doing the initial boot of Windows 10 and all that setup, install Chrome, install Lastpass, then redownload Acronis to install and do that backup. Or is the recovery partition that HP installs (but I have no idea how to access) sufficient?

Not if you have a good backup of what you have now.  The idea would just be to log into the new system and make sure it is licensed with a status of "active" (Assuming Windows 10).  If so, that's it.  You'd then proceed to restore your current systems backup image, wiping out what HP sent it back with and restoring your old system image that is already configured and ready to go.

 

Once you have that backup, boot the system "as is" and just make sure it's licensed.  I'm assuming this is Windows 10 (OEM Home or Pro).  It will phone home to Microsoft and register the OS license with the hardware and then you can always register that hardware with that OS in the future, no matter what.

This should be coming from HP, which should be an OEM Home.

As long as the current one and the new one are the same OEM Home Windows 10 - all good.  Just make sure to log into the new system once and make sure the license is "Activated" before doing any backup restore jobs.

Now, restore your previous system backup image to the new drive.  Boot it up and make sure it is licensed (which it should be if they are the same type ... home / home or Pro / Pro and Windows 10).  Keep these 2 backups for posterity, just in case.

I know the current system is licensed. Do I just check activation status?

Yes. The key is to make sure the new system from HP has been activated at least once before you restore anything to it.

Just be careful if/when you build a survival kit.  The process wipes out ALL DATA on that drive in the process.  If you have data on those drives you want to keep, or can't move off temporarily, just build rescue media on an external USB thumb/flash drive that is 2GB-32Gb in size.  Double check that you can boot it.

My intent was to get a new drive for the Survival kit. Do you also recommend getting a Flash drive and building Windows Rescue media. (I'm truly not an expert in this area, but this is adding to my knowledge base)

Either will work.  The survival kit basically adds recovery media to your USB drive.  However, if you ever want to upgrade the survival kit, Acronis will want to wipe out the drive again.  Personally, to avoid that, just build rescue media on a flash drive and keep them separate, but it's entirely up to you.  There is a work-a-round as well.  You can build your rescue media on a flash drive, backup it up with Acronis as a "disk" and then restore it to the survival kit partition so you never have to worry about wiping out the full drive.  But for simplicity, a flash drive is probably better for rescue media.

LAST... when taking your backups for this - make sure the drive is not encrypted (turn off bitlocker, or any local system encryption if it's on).  You don't want to accidentally backup an encrypted image that you won't be able to decrypt.  If you take your backup while Windows is running and have encryption on, the image won't be encrypted, but if your system is encrypted and you take an offline image while the disk is encrypted, then you'll have a useless backup.

Right now: No encrypted drives. This is a home machine, and although encryption at rest is a good thing, it can also complicate drive recovery. 

Yeah, it just gets some people in trouble if they forget a drive is encrypted and they take an offline backup where the disk is fully encrypted.  If that's your only backup and you haven't tested it, and you have no other drive to fall back on, you could be S.o.L.

As long as you have a good full backup of your entire OS drive now, and take one of the new system (just in case) before you do anything, you should be in good shape.  

So, as I read it, the plan should be:

1. Get a new 1TB USB Hard Drive for recovery purposes.

2. Before I ship the system back to HP, backup to that drive as an Acronis Survival Kit of the C: and D:s.

3. Confirm (if necessary by adjusting the BIOS) that I can boot from the Survival kit, but do not perform the restore.

4. (optional) Get an [assignment: what size?] USB Flash drive, and build a Windows Restore drive.

[Return the system. When I get it back...]

5. Boot it up, and confirm that Windows shows as activated.

6. Adjust the BIOS, and restore from the Survival kit.

[and then make sure the new system is backed up, update the Survival kit, update data files from the interim machine, etc.]

Does this sound right?

[And thanks for all your help on this. Although I work in Cybersecurity, I haven't played with actual restoration of the system drive, and it always makes me nervous until I've done it once.]

Daniel Faigin wrote:

So, as I read it, the plan should be:

1. Get a new 1TB USB Hard Drive for recovery purposes. 

Not a bad idea.  Just somewhere to take a backup and hold onto it for recover later.  Storage is so cheap these days, you could probably get an external 4TB drive for under $100.  Whatever fits your budget though.  Just make sure it's big enough to fit your backup image now.

2. Before I ship the system back to HP, backup to that drive as an Acronis Survival Kit of the C: and D:s.

Yes.  Backup the entire drive "as is".  Use the disk option and it will get all partitions - even the likely HP recovery partitions.  Better to backup the entire disk "as is" just to make sure you get everything you need.

3. Confirm (if necessary by adjusting the BIOS) that I can boot from the Survival kit, but do not perform the restore.

Yes.  Make sure you can boot it and that it sees your internal drive and your drive with the backups.  If you have any issues with the survival kit, build rescue media on a USB flash drive with our custom MVP rescue media builder instead.  It's easy.

4. (optional) Get an [assignment: what size?] USB Flash drive, and build a Windows Restore drive.

2Gb is enough.  They're so cheap though anything up to 32Gb is fine.  Best to stay 32Gb or less though for this purpose to ensure bootability on a larger variety of machines.

[Return the system. When I get it back...]

5. Boot it up, and confirm that Windows shows as activated.

Yes.  Before you do a restore in #6 below, boot the survival kit or recovery thumb drive and take a backup image of this machine "as is" too as an extra step and save it on your external drive.  Never hurts to have a fallback here either (just in case).  Just make sure you know which backup is which by how you name them (and preferably have them in their own separate folders too).

6. Adjust the BIOS, and restore from the Survival kit.

[and then make sure the new system is backed up, update the Survival kit, update data files from the interim machine, etc.]

Once the restore is complete, make sure it boots up and check some things out (like your licensed software and that Windows is still activated.  If all is well that's it.  No need to make a new survival kit.  However, I would recommend creating a regular backup that points to the free space on your external drive with some type of recurring backup scheme and automated cleanup to keep it from filling up.  For instance, an incremental backup with 6 daily incrementals so that a new full is completed on the 7th day.  Retain X amount of backup chains (let's say 3 or 4 - however many you feel you need and can fit on your external drive comfortably).

*** If at some point you do make a new survival kit - be aware he entire drive is going to format and you will lose anything on it.  This is why I kind of prefer using a separate flash drive for the rescue media - just to avoid that potential down the road.  You may want to hold onto these backups for awhile, just in case.

Does this sound right?

[And thanks for all your help on this. Although I work in Cybersecurity, I haven't played with actual restoration of the system drive, and it always makes me nervous until I've done it once.]

You're welcome.  I understand.  If you want "foolproof" you could purchase an entirely separate drive to use so you always have the original as yet another fallback.  Of course, that always comes at an additional cost though.  I'm guessing this has a PCIE NVME drive in it (not sure though).  If so, there are lot's of 3rd party ones on Amazon for a reasonable price in the 1Tb and below range.  A 500Gb one (and a good one) can be had for about $100 these days. But as long as you have backups before you do anything, you should be just fine using the existing hard drive. If you want more peace of mind though, spend the extra money to have an extra free drive to practice on.