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XP Upgrade Checklist

XP retires on April 8, 2014. Yes, that is less than a year from today! Don’t be caught in January panicking because you need to migrate all your office systems. Here are 3 customizable checklists (hardware, software, and server hardware) to help keep you organized for the move from XP to a more current operating system:

For more information about moving from XP please see article XP…What’s the Rush.  To download the checklists for Word click XP Upgrade Checklist.

Do your current systems meet the Windows 7/8 minimum hardware requirements?

Download and run the Windows 7 Upgrade Advisor to easily determine if your current system can support Windows 7/8; or if additional hardware is needed, or a replacement system is required.

Computer Name Meets Minimum Requirements Hardware Upgrade to meet requirements Replace Unit if hardware requirements cannot be met CostsLicensingHardware etc.

Please note: an upgrade from XP to Windows 7/8 will require a full backup of all data prior to upgrading.


Does your current software work on Windows 7/8? Check with your software vendors to confirm that your current software is compatible with Windows 7/8.

Software Name/Vendor Supported on Win7/8 Replacement Software if not supported CostsLicensing, configuration, replacement


Does your current server support Windows 7/8 client systems?

If you are still using Windows Server 2003, it is recommended that you upgrade to at least Windows Server 2008 R2 for Windows 7/8 clients.

Server Name Server Roles Current OS Can be upgraded to new Server Operating system Replacement CostsHardware, OS, backup etc.

Please note that these checklists do not include all options; please consult with your qualified IT professional about the best way to move your small business office to Windows 7/8.

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