Planning Before an OS Installation

Confirming hardware compatibility, backing up existing data, and understanding the customer’s actual needs before starting an installation avoids costly, preventable mistakes.

Common Installation Methods

Clean installs, upgrades, and imaging each have different appropriate use cases — a technician should understand which approach genuinely fits a given situation rather than defaulting to one method regardless of context.

Post-Installation Configuration

Driver installation, updates, and basic security configuration immediately after an OS install are essential, not optional extras — an unconfigured fresh install leaves a system vulnerable and often not fully functional.

Documenting the Installation

Recording what was installed, what settings were changed, and any issues encountered creates a genuinely useful reference for future support on that same system.