Build Your Own PC
It
is increasingly popular to build your own computer. In most cases, it
saves money, and it guarantees you get what you want. It also assures
you avoid proprietary designs many companies use to keep you coming to
them for new parts. Best of all, having built the system yourself, you
become very familiar with that system and with computers in general.
People
from all walks of life today build their own PCs. Executives,
engineers, students, housewives, they all do it today. But, at the same
time, pre-built PCs have come down in price quite a bit. Today, one is
left to wonder whether it is best to build a PC yourself or to simply
buy one off the shelf. I’ll address that here.
If you are a real
PC enthusiast, this question may be a non-issue. The answer may be as
obvious as the color of the sky. This is predictable, of course. When
one builds their own PC, they are able to not only understand their PC
better because they built it, but they are able to choose each component
that goes into their PC. There is really something to be said for
choosing your own components, and I’ll go into that further below. There
is also a certain sense of satisfaction with having built a PC. One
spends a few hours (or less for those more familiar with the process) to
put the thing together. Then comes the moment of truth when one hits
the power switch for the first time. If it works on the first try, its
beer time!
But, besides the joy of it, is it worth it? Is it a
practical use of your time? Will it really save you money? The answer to
that question today has become a bit gray. A few years ago, the answer
was obvious. Pre-built PCs were typically built from OEM, cheap
components. The performance was average to simply awful. The choice was
obvious: If you wanted a decent PC, you better build it. Today, the line
has blurred. Where many off-the-shelf PCs today still use cheaper
components in an effort to save money, there are more pre-built PCs
today which do use quality hardware and whose performance ranks up there
with the best of them.
Let us look at some of the key areas of interest in this:
Component Selection
Most
commercial PC buyers (except for the ones who build higher end models)
do not make a big deal of which components they use. They will, of
course, tell you the specs of the system, but often do not elaborate on
the brands of the equipment they use. Most lower to average priced
pre-built PCs use more or less generic hardware. It gets the job done,
but what you get is what you get. Upgrading can be a problem for this
reason. In contrast, building your own PC means you can handpick all
components in your system. You can ensure you get good, name brand
hardware which will have proper manufacturer support and driver support.
Most importantly, you can ensure you get hardware that will perform.
One aspect of pre-built is that compatibility issues are taken care of
by the manufacturer, but there is a tradeoff made in that guarantee.
Price
In
general, you can get more bang for your buck building your own PC. In
many cases, you will find equally priced and comparable PCs, where one
is pre-built and one would be homebuilt. You can buy PCs cheaper than
you can build them, but when you consider the hardware choices within,
the price is offset in favor of homebuilt. One thing to consider here is
the value of your time. If you are a very busy person where time is
money, then you most likely want to buy a pre-built PC. If you don’t
mind taking the time, though, you can do better doing it yourself.
Support
Available
support is a key concern for do-it-yourselfers. When you build it
yourself, there is nowhere to take the PC for service. You can’t say
“Here, make this work.” On the other hand, pre-built machines typically
do come with manufacturer support. But, support is anything but
consistent. Some manufacturers have questionable records on support
whereas some are quite good at it. Having support for your PC is no
guarantee of having a problem-free user experience, and it is certainly
no guarantee that they will take responsibility for your PC if it
doesn’t work. The good news for do-it-yourselfers is that the community
of people who do this kind of thing themselves is increasing. There is a
lot of data on the internet, and community sources for assistance. I’m
compelled to mention our own forums where a community of thousands is
available to help you out on your PC.
Warranty
On
pre-built PCs, there is typically a warranty on the whole system, and
in many instances, you are offered an extended service plan at the time
of purchase. Home built PCs do not have full system warranties, of
course, but if you buy good name brand hardware, most of the components
will themselves have warranties. So, really, either way, you can be
covered here.
Software
Pre-built PCs often
come with much software on it, most importantly the operating system
itself. The actual price of the software is pretty good, because
manufacturers get great deals on this software because they buy in bulk.
On the flip side, though, these PCs sometimes come with too much
software, meaning garbage that you do not want and just clutters the
hard drive and bugs you to buy stuff. It can be quite annoying. On
homebuilt PCs, you might pay a little more for the software per unit,
but you will get what you want and only what you want, plus you can set
it up how you want.
In general, I’m a big fan of the homebuilt PC.
I’ve never used a PC I didn’t build myself. I think its a huge money
saver. In my case, I built it myself, and then as technology progressed,
I incrementally upgraded the machine. This saves a lot of money in the
long run, because with a pre-built commercial machine, once it goes out
of date, you pretty much need to start anew with a new PC.
STEP 1 : Materials Required
This
tutorial is intended to assist you in building a basic PC. There are
obviously a plethora of possible PC configurations and hardware that you
could put into your new PC if you choose. But, what we are trying to do
here is help you put together a basic PC. For this reason, we are only
requiring the basic components and tools to get you up and running.
Tools Required
- Screwdriver – A Phillips-head (cross-point) screwdriver is what is used in most PCs.
- Screw
Extractor – If you have surgeon’s fingers you may not need this. But,
if you’re human, it is likely you might drop a screw into your PC during
this procedure and be too big-thumbed to get it out. A screw extractor
can help you grab those screws and get them out without messing with the
hardware. You definitely do not want to run your PC with loose screws
in there. It could cause a short circuit.
- Flashlight – Unless
you are in a fantastic lighting situation, you will likely need a
flashlight to get a look of the landscape in your PC while you’re
working.
- Tweezers – May be helpful for you in switching jumpers later in the tutorial.
Hardware Required
- PC Case
- Floppy Disk Drive
- Hard Drive
- CD-ROM Drive
- Processor
- Processor Cooling Fan
- Motherboard
- Memory Modules
- Power Supply
- Video Card
- Keyboard & Mouse
To
build a basic PC, you will need at least a motherboard, a memory
module, a processor with cooling fan, a power supply, a hard drive, a
floppy drive, a video card and a CD-ROM.
Most electrically
sensitive hardware comes in a static bag which is designed to protect
the electronics from static electricity shock. Leave your hardware in
these bags until you are ready to install them.
Software Required
- System Disk
- Device Drivers (these usually come with the hardware above)
- Operating
System (for the purposes of this tutorial, we will assume you are
choosing Microsoft Windows as your operating system – PC Mechanic has
lots of great information on Linux and other alternatives)
Cables and Miscellaneous
Now, verify a few things have been done, if they need to be done.
- Clean
Case – If the case is new, this should be no big deal. But, if the case
has been used before, it could probably stand a cleaning. Clean out the
inside with a rag or compressed air. Make sure the fan in the power
supply is free of furry dust. Also take a rag and wipe it off.
- Inspect
the Power Supply – Make sure it is tightly attached to the case, make
sure it is free of dust, and make sure it is set to the proper voltage
of your area- 110V for U.S. and 220V for outside countries.
- Inspect
Power Switch – Make sure the power switch is securely tightened and
correctly connected to the power supply. In ATX cases, the power switch
will have one loose wire coming off of it. This wire will then connect
to the Power Switch connector on the motherboard.
- Install Feet –
These are little tabs inserted into holes at the bottom of the case.
The case sits on these tabs when on your desk. If the case has been used
before or it is a more expensive case, this may not need to be done.
- Install
Case Fan – Sometimes, you may want to install a separate fan that
screws onto a rack next to the vent on the front of the case. This helps
increase circulation of air through the system. Many cases already have
this installed, so you may not need to worry about it. Some like to put
a little filter over the hole so as to prevent dust from being drawn
in. An ideal and simple setup for proper airflow is to set the front,
lower fan to pull air in, and have the higher, rear fan exhaust.
- Free
Up the Drive Bays – Brand new (cheaper) cases sometimes have the drive
bays sealed with metal plates. It’s the most annoying thing. If you want
to install any drives, and you probably do, you’ll need to remove
these. Choose the drive bays you want to use (usually the ones at the
top on tower cases) and remove the metal plates. These are attached by
metal, so they take some cutting, prying and twisting to break them
free. Be careful not to hurt the case or yourself. The plate will likely
have sharp edges once removed. Better cases have these bays covered
with plastic, replaceable plates which are a lot easier and make
infinitely more sense.
- Replace I/O Shield. The Input/Output
shield is a piece of metal with various holes punched in it that allow
for the motherboard connections, such as mouse and keyboard, USB and LAN
to poke out the rear of your case. All cases will come with one but
since all motherboards are laid out differently, you’ll need to install
the one that came with your board. Remove the old one simply by pushing
it from the rear of the case inward. It usually will pop out easily, if
not use a flat-head screwdriver to pry the edges so it comes loose. Push
the new one in from the inside of the case and allow it to pop into
place. Check to be sure it is secure.
STEP 4 : Install Power Supply
Some
cases come with power supply unit pre-installed for you. Likewise, if
the case you are using has been used before, it may have a power supply
already installed. In that case, you only need to make sure it is an
adequate unit for the computer you intend to build. Also, if you are
building an ATX machine, you must make sure that the power supply is an
ATX power supply.
If the power supply is not already installed, you will need to install it now. Here’s how:
- Take
the power supply unit and line it up for placement into the PC case.
The fan should blow toward the rear and the wires should face forward.
- Insert the PSU into the case. Sometimes this takes a little maneuvering to get it into position.
- Once
the unit is in place, check the back of the case and make sure the
holes on the rear of the PSU line up with the screw holes on the case.
If they do not, you may need to turn the power supply over.
- Using your screwdriver, tighten the PSU down using standard chassis screws.
- Make
sure the voltage is set correctly. There is a little switch on the back
that lets you switch between 120 or 220 volts. In the United States,
its 120. If you are in a country overseas, its most likely 220. If you
use 220, make sure the cord is rated for it. It should say on the side
of the cord. Its easiest to just check this now while you’re thinking
about it.
STEP 5 : Install the CPU
The
next step is to install the processor onto the motherboard. Now, at
this point, the motherboard should just be sitting on your work space,
preferably inside of the static protection bag in which it came. Over
the next few steps, we will be installing some hardware onto the
motherboard before it is installed into the case. The reason is that, in
most cases, it is a LOT easier to do this with the motherboard out the
case than with the motherboard in the case. The chief reason being room
to maneuver your big hands.
Installing the CPU is a pretty
straight-forward process. The real risk is to the CPU. Doing this step
too fast or carelessly can result in damage to the processor. Therefore,
don’t get nervous. It is an easy step, but do it with care.
There
are several common interfaces for CPU’s today: Intel currently uses
Socket T (775) and AMD uses Socket 939. The older generation of boards
uses Socket 478 for Intel and Socket 754 or Socket A (462) for AMD. The
numbers correspond to the number of pins on the CPU. But, they all boil
down to two basic types: The Zero Insertion Force (ZIF) socket and the
slot. Most processors in use today use a socket to connect to the
motherboard, and the type of socket in use is typically the ZIF socket.
The ZIF socket opens and closes using a small lever. When the lever is
down, the CPU is locked into place. When in the upright position, the
processor is loose and can either be installed or removed.
All
modern systems make use of the zero-insertion force (ZIF) socket.
Therefore, this procedure is relevant with that setup. To install a
processor using this type of interface, follow this procedure:
- Check
the pins. Turn the chip over and inspect the pins. Are they bent? They
should all stick straight up. If many of them are bent, then it is best
to request a replacement processor. If only a couple are bent and the
bend is not that much, then you may be able to use a screwdriver to
gently bend the pins back into place. Do so VERY carefully.
- Open
ZIF Socket. This is done by grabbing the lever on one side of the
socket and opening it. Pull the lever from the closed, level position,
to the open, vertical position. You may need to pull the lever out a bit
before it will open. Do this slowly and don’t force it. You don’t want
to break the socket. On the way up, you may experience a little more
force. This is normal. The top part of the ZIF socket will slide over a
bit.
- Orient The Chip. This involves locating Pin 1 on both the
chip and the socket. This is easy to do. The chip is always marked at
Pin 1. The mark may be a little dot on one corner, a slightly notched
corner, or a mark at one of the pins under the chip. On the socket,
there is usually a notch on one corner, or a big “1″. These corners will
be matched up for correct installation.
- Insert Processor.
Bearing in mind the orientation determined in Step 3, insert the chip
into the socket. With a ZIF socket, the chip should install very easily.
It should almost fall into the socket with all pins lining up. That’s
why they call it the Zero Insertion Force socket. If not, the socket is
probably not open all the way. If you do not have a ZIF socket (God
forbid!), you need to exercise extreme care. Lay the chip on the socket.
Make sure all pins line up. Then, slowly push the chip into the socket.
Use your thumb and push on one side of the chip until it starts to go
in. Then proceed to another side and repeat. Do this around the chip
several times until it is completely installed.
- When done, there should be basically no gap between the bottom of the processor and the socket.
- Close
ZIF Socket. Just close the lever. You will probably feel some
resistance. This is normal and it should close anyway. If you really
need to lean on it, though, check to be sure the chip is installed
correctly. When down, make sure the lever snaps into place.
- Some
retail processors come with the heat sink and fan already attached to
the CPU, in which case you will need to attach the CPU fan to the socket
at the same time as you close the ZIF socket. After you lock the CPU
into place, take the retention clips on either side of the CPU fan
(which should line up automatically for you if you inserted the
processor correctly in step 4 above) and push them down until each side
clips over the tabs on either side of the socket. Sometimes it takes
using a screwdriver as leverage to be able to get the retention clips
out and over the tabs, but if you do this be very careful not to slip
and jab your motherboard with the screwdriver.
STEP 6 : Install Heat Sink/Fan
Today’s
processors are running quite hot. Advancements are being made to make
them run cooler at higher speeds, but the importance of a high quality
heat sink and fan cannot be overstated. PCs that are not properly cooled
can be quite unstable, or at its worse, it may not even boot properly.
It
used to be that you could attach a heat sink and fan to your processor
directly and not worry about it. Today, though, processors run too hot
to do this and expect a reliable PC. One must use heat sink compound to
seal the gap between the heat sink and the top of the processor.
Some
heat sinks have a rubber heat pad on the bottom of them. In these
cases, you don’t really need to use heat sink compound because the
rubber pad will create the seal. It should be kept in mind, though, that
if you are using a heat sink which has been used before and had a heat
pad, that heat pad is now likely melted in the spot where the previous
processor contacted it. In these cases, you cannot use the heat pad
again as it will be ineffective. Instead, you need to clean the old
rubber pad off of the heat sink using a non-abrasive cleaning compound.
Many people use isopropyl alcohol and a broken old credit card to scrape
the rubber off without damaging the heat sink. When the pad is removed,
you can use the heat sink again using heat sink compound.
- Attach
the fan to the heat sink. This step is almost always already done for
you, but if not, you must do it yourself. This is done using the four
screws that came with the CPU fan.
- Clean the top of the
processor. Using a lint-free cloth and isopropyl alcohol (or some other
non-abrasive cleaning solution), ensure that the surface of the
processor is clean and free of dust and finger oil. Do the same to the
bottom of the heat sink. Pay attention to the note above on heat pads if
your heat sink had or has a rubber heat pad.
- If you are using a
cooling shim, place it onto the top of the processor now. Not all
processors require shims. In fact, no processors require shims; they are
completely optional. But, some people like to use them because they
help to increase the surface area of the top of the ship and spread the
weight around evenly. See, some processors (such as the Athlon XP)
actually have the core sticking up slightly from the rest of the
processor. So, when the heat sink is placed on top, all of its weight
comes down on the core. If the fan is a real tight fit for the
motherboard, it could really create a weight load on the processor core,
and some people have actually crushed their CPU core by accident. A
shim is simply a thin piece of metal, especially designed for a
particular processor, which fits over the processor and evens out the
height and helps to alleviate the crushed core problem. When installing a
shim, be extra sure you are aligning it correctly. They often have
holes in them exactly placed so that the cache bridges on top of the
processor can poke through. If the shim is not properly aligned, you
could short out these bridges and actually burn out your processor if
you run your PC that way. Additionally, a mis-aligned shim could cause
the heat sink to not actually have full content with the CPU core,
leading to overheating.
- Apply the Heat Sink Compound. Assuming
you are not using a heat pad on your heat sink, apply a very thin layer
of heat sink compound to the top of the processor core. If, as is the
case with Pentium IV processors, the top of the processor is totally
flat, then apply the compound to the entire top surface of the
processor. Many heat sinks come with heat sink compound in a small
little package, usually just enough for a one-time install. You can pick
up better quality compound online. Arctic Silver is a very popular
choice. Be careful not to get compound on any motherboard electronics.
Apply only a very small portion to the processor. Only a very thin layer
is required. The compound must be spread out evenly across the top of
the chip, forming that very thin layer. When spreading the heat sink
compound, do not use your finger. Use the edge of a credit card, or you
can use a rubber glove or even just a plastic bag over your hand. Do not
apply any heat sink compound if you plan to use a heat pad.
- Attach
The Heat Sink. Place the heat sink/fan combo squarely on top of the
processor, pressing down lightly. Do not do any twisting as you install
the heat sink. Press down firmly, but straight down so as to preserve
the heat sink compound layer you just applied.
- Secure the heat
sink. Most newer heat sinks use a set of clips on each side to fasten
itself down. These clips attach to a pair of tabs on each side of the
socket. It will probably take a little bit of force to bend the clip
down over the tab. Other heat sinks wrap around the processor, then just
sit on top, the compound being the only real attachment. Pentium IV
motherboards have a heat sink retention bracket around the processor
socket. When you install the P4 heat sink, you will fasten each of the
four retention clips into the retention bracket and then close the clip
levers on top of the heat sink to fasten the heat sink down onto the
Pentium IV processor.
- Double-Check. No compound should have
oozed out from the sides. If it did then you applied too much and need
to remove the HSF, clean both the heatsink and CPU and start over.
- Attach
fan to power source. Unless your CPU fan is powered via a standard
power supply plug, it is probably powered by a wire attached to a 3-pin
power lead on the motherboard itself. You can attach this now. The
CPU_FAN power lead is located near the CPU interface somewhere. The lead
will have two small pins on each side, and these pins surround the
power plug and the pins are inserted into the holes in the plug. It
should be pretty easy and obvious.
-
STEP 7 : Install Memory
You
should now install your memory modules. For the purposes of this step,
we are assuming that you have already chosen the appropriate memory for
your PC in Step 1. So, we will jump right into installing the memory.
It
is important that you consult the manual for your motherboard to see
about any particular sequences in which memory should be installed on
your board. Some boards require particular sequences of memory
installation, usually depending on the memory capacity, type, etc. Other
boards have no required sequence at all, and you can choose any slot
you wish to install your memory. Most new boards support Dual Channel
RAM. This is a technology that allows a performance increase when using 2
or 4 matched sticks of RAM. Consult your motherboard manual on which
slots to use for dual-channel. It is not always slots 1 & 2.
The
installation of module modules is basically the same regardless of
type, even though each module type looks a little different.
- Ground yourself by touching an unpainted metal object. This will discharge any built up static electricity in your body.
- Pick up the memory module by its edges.
- Decide
which slots you are going to use and orient the memory module over it.
The module slot will have a small plastic bridge which will be
off-center in the socket. This matches up with a notch in the pin array
of the memory module itself and ensures that you insert the module in
the proper alignment.
- Insert the memory module. With DIMMs
(SDRAM or DDR RAM), they go straight in. Make sure the notches in the
RAM line up with the little bumps in the slot.
- Lock the module
in place. With DIMMs and RIMMs, all you have to do is continue to press
the memory module down until the ejector clips on either side of the
memory slot automatically get pushed into the closed position.
Sometimes, you may need to help the ejector clips close, but the idea
here is that those clips need to close so as to lock the module into
place. If they do not close, it is because the module is not inserted
all the way into the slot.
- Repeat this procedure for any other memory modules you are going to install.
- If
you are using DIMMs (and most are), then you are done. If you are using
RIMM modules, then you need to fill each remaining RIMM slot with a
continuity module. A continuity module does not contain any actual
memory, but its purpose is to simply act as a pass-through circuit so as
to provide for a continuous channel for the memory signal. The
installation of a C-RIMM is exactly like that of a normal RIMM module.
STEP 8 : Configure the Motherboard
At
this point, your have your processor, heat sink and fan and your memory
installed onto your motherboard. In most cases you are now ready to
install your motherboard into the case. In some cases, however, it is
necessary to do a little configuration on your motherboard beforehand.
It is easier to do this with the motherboard sitting outside of the
case.
The settings that may need to be configured are:
- CPU Speed
- Bus Speed
- CPU Voltage Setting
Most
motherboards in use today make use of the CMOS settings to configure
these options. In this case, you can skip this step because you will
need to wait until your new PC is powered up in order to configure these
options. If, though, you are using an older motherboard in which these
settings are controlled via the use of jumpers, then we need to tackle
this here.
Configuring a Board Which Uses Jumpers
You
need to have the manual for your board available. If you do not have
the manual, log on to the manufacturer’s web site and see if you can
find this info there. You can also try their tech support via phone. In
some cases, too, some of the jumper settings are printed onto the
surface of the motherboard. If you don’t have any of this info, you are
just out of luck. Unfortunately, you must have some form of
documentation available simply because motherboards have so many
settings to adjust. If you’re dealing with an older board, you may need
to spend some time trying to identify the manufacturer so that you can
see if they do support it. You can many times use the BIOS ID numbers to
identify the board online.
Motherboard manuals come in two main
formats. Some are friendly for hardware buffs by listing a separate
jumper or DIP switch for CPU core voltage, I/O voltage, multiplier, and
system bus speed. They then tell you the settings for each of these.
This format is better because of the increased control. Other manuals
list the settings next to a list of commonly used CPU’s, showing the
common settings for each. While this format is easier for the end user
for easy setup, it is tougher if you like increased control of the
settings, for overclocking for example. The best manuals do both: list
the jumper settings individually as well as provide a list of processors
and the jumper settings for each.
When playing with the board, be
careful with it. Avoid placing the board on the static bag it came in,
as this can cause an electro-static shock to build up, which may very
well fry the motherboard. Always place the board on a flat surface,
wooden desks work best, not carpet or anything like that. And always
ground yourself before handling the board. When handling the board,
handle it by the edges only when at all possible.
Now, here is the basic procedure for motherboard configuration:
- Read
the Manual. Always. Read the listings for settings and locate all
jumpers on the motherboard itself and what settings they control.
- Set
the voltage settings. Most older chips use one single voltage. The
newer chips we use today use a split voltage. Most of these motherboards
provide jumpers for the core voltage and I/O voltage. Set them to match
your intended CPU. If you are using an older chip with one voltage,
just set both voltages to be the same. Your best bet to choose the
correct voltage is to see what is printed on the CPU itself. Most CPUs
will have “core voltage” printed somewhere on it. That is your voltage.
Some jumpered boards are designed to detect the voltage automatically
and then use the correct voltage. In this case, you will not have to
worry about it.
- Set the processor speed. This is not usually
done with a single jumper. It is, instead, done by setting the system
bus speed and a multiplier. The multiplier is the number which when
multiplied by the system bus speed gives the processor speed. There is a
separate jumper for each of these settings. Configure these to match
the intended CPU. If you know what you’re doing and would like to
overclock the chip a tad, set these jumpers a little differently.
Generally, though, I would recommend actually getting the system working
before trying to overclock it. If your manual lists settings by CPU,
just do what it says. You can sometimes infer from the manual which
switches control voltage, multiplier, etc. Generally, if your board is
jumper-controlled, you will need to consult the manual for the proper
jumper arrangement, use the motherboard layout in the manual to find the
jumper on the board itself, and use either your finger or tweezers to
adjust the jumper to look like the diagram in your manual. When the
jumpers in question look like they should in the diagrams, then you’re
set. And, again, if your CPU settings are NOT jumper-controlled, you
will be taking care of all this later on.
Some old boards
make use of a jumper to set the cache size and type. Set this now, if
need be. If you have internal cache, which most do, you won’t need to
bother. Likewise, some boards give you the ability to use either AT or
ATX power supplies. Depending on which type you will be using, you may
need to set a jumper to tell the board what type of power to use.
If
your board supports the asynchronous SDRAM clock speed, as most boards
with Via chipsets do, you need to set the jumpers properly for this as
well. This capability allows you to run the memory at a different clock
speed than the rest of the system. This comes in handy, for example,
when you want to use older memory yet run the rest of the system at the
higher bus speed. You can set the system bus speed at 100MHz and then
set the memory to run at 66MHz or 75MHz, for example. The instructions
for properly setting this up are in your board’s manual.
If you’ve
done that, most of the configuring is done. Now you want to
double-check the other settings that were set by the manufacturer to
make sure they are correct. Make sure the CMOS-clear jumper is set to
normal so that you can change the BIOS settings later. Make sure the
battery jumper is set to onboard battery instead of external battery. If
you have a jumper enabling FLASH BIOS, make sure this is disabled.
Also, check to see if all jumpers enabling or disabling onboard
controllers are set correctly. All these settings are usually set
correctly by default, but you need to make sure. Keep in mind that many
boards control these feature via their CMOS and you will be setting them
after the PC is up and running, not now with jumpers.
Double-Check all of your own work. Better safe than sorry.
STEP 9 : Install the Motherboard
Now
you need to install the motherboard into the case. If you’re following
this tutorial, the CPU, fan and memory will already be installed onto
the motherboard, so you will be installing this whole setup into the
case now.
- Turn your PC case onto its side and move all the
power leads from the power supply out of the way so that you have clear
access to the motherboard plate. If you are using a case in which the
motherboard mounting plate can be removed, you may wish to remove it now
and install the motherboard outside of the case itself.
- Locate
the holes on the motherboard and the holes on the case or motherboard
mounting plate. You might want to hold the board just above the case
motherboard plate and see which holes on the case line up with holes on
the motherboard. All motherboards have mounting holes in different
places.
- Now gather your standoffs. Screw them into the holes in
the case or mounting plate that line up with holes on the motherboard.
You can tighten them with a 3/16″ nut driver or by hand. Some cases have
small spacers that snap into place. With these, you push them through
the mounting plate from the back side and they will snap into place.
- For
the holes on the motherboard that line up with an eyelet hole on the
case (a hole that is very long so that you can slide things in it),
install a plastic stand-off on the motherboard. The stand-offs should
poke through the motherboard and expand to keep them in place. The
little disk on the other end of the stand-off will later be used to
slide into the eyelet holes. If your case does not provide eyelet holes,
do not worry about this step. Most cases use only the metal standoff
screws to hold the motherboard, which is a hell of a lot easier than the
slide-in variety.
- Take the motherboard by its edges and hold it
over the case. Align it so that it is properly aligned with the rear
connectors facing backward, etc.
- Lower the motherboard into the
case. Sit it on top of the standoffs you just installed so that each
standoff lines up with a screwhole on the motherboard. If you happen to
be using any of the slide-in standoffs, you will need to slide these
into their eyelet holes as you lower the board into the case.
- Inspect
the screws you will use to tighten the board down. If the head of the
screws are too wide, and you think they might contact any circuitry on
the motherboard, place a plastic washer over each hole. I’ve had some
ATX boards refuse to start up later because they were grounded somewhere
to the case, probably by a screw.
- Tighten the board down.
Install the screws into each of the standoffs underneath, through the
board and the washers if you used them. Tighten them down by hand first,
then finish them with a screwdriver. Make sure you do not tighten them
too much. You don’t want to crack your board. Just make them snug so
that the board doesn’t wiggle around in the case. It may be necessary to
adjust the position of the board somewhat in order to get the holes
aligned enough with the standoffs to tighten down the screws.
- If
you were installing the board to a removable mounting plate, install
the motherboard mounting plate back into the case. On some cases, the
plate is installed from the side. On these, you insert the bottom edge
of the plate into a guide rail on the bottom of the case and then rotate
upward. The top edge of the plate will contact the case, at which point
you can screw it in or a spring loaded handle will lock it in. On other
cases, the plate may slide in a different way, from the rear for
example. These plates are then easily removed later if you ever need to
remove the motherboard.
- Double check your work. Check to be sure
that the back of the motherboard is not touching any part of the case
or mounting plate. Make sure the slots and connectors line up with the
holes on the back of the case. And definitely be sure that the board is
rigid and tight. If you press down on the board at any point, it should
not bend down.
STEP 10 : Connect Motherboard To Case
Now
it is time to begin connecting your newly installed motherboard to the
various wires of your case as well as it’s power source.
NOTE: If
you have been working on a removed motherboard mounting plate, you will
need to install the plate back into the case in order to be able to make
the connections below.
- Connect the power to the motherboard.
On an ATX board, the power connector is one large 20 or 24 wire plug.
It is keyed for correct installation. Just plug it in. The board may
also require a square, 4pin +12v plug and even a spare 4pin Molex or
two. Check your manual to make sure the board is fully powered.
- Connect
the CPU fan to the power. Many CPU fans connect to one of the power
supply leads. They often, then, provide a pass-through so that you have a
connector free for a drive, thereby placing the CPU fan on the circuit
to a particular drive. Others have a little 3-pin lead that connects to a
small connector on the motherboard itself. Just plug it into the
motherboard. The connector is usually labeled CPU_FAN 1, or something to
that effect. If your cooling fan uses the 3-pin type and you are
following this tutorial to the letter, then this is likely already done.
- Study
the case connectors on the motherboard and match them up with case
connector wires. The connectors are usually a big block of pins located
in the lower section of the board. Some boards label the pins, but it is
best to have your manual since it can sometimes be difficult to
determine which label goes to which set of pins. If you have a good
case, each connector will be labeled to tell you what case feature it
leads to. If this isn’t the case, you may have to physically trace the
wires back to see what feature it goes to. When connecting, consult the
manual for pin 1′s, to make sure each connector is plugged in the right
way. Remember, if the particular case feature is not working later, you
may only have to turn the connector around on the motherboard. The next
steps will walk you through connecting each wire.
- Connect the
power switch – On ATX machines, the power switch is connected to the
motherboard instead of the power supply itself. Consult your manual. The
connector is usually labeled PWR_SW, or maybe just PWR, but you must
make this connection. Doing this wrong could cause your system not to
start later.
- Connect the reset switch. It can be plugged in any
way, just make sure you connect it to the right pins. The pins may be
labeled RST or RESET, but it is best to also consult the manual.
- Connect
Power LED/ Keylock Switch. Many system cases put these two devices on
one 5-pin plug, but if you case does not have a keylock, it will be
alone. The motherboard will probably be labeled accordingly. Just plug
in the plug. If your system has separate plugs for each, connect them
separately.
- Connect the hard drive activity LED. Some come on a
2-pin plug. Others come on a four-pin plug, sometimes only two of the
pins actually doing anything. Consult your manual, or play with it until
it works. It is usually labeled HDD, HDD_LED, or something like that.
If this is attached wrongly, the light may either never come on later or
will stay on all the time when the PC is running.
- Connect the
PC speaker. Most cases put this onto a 4-wire plug. Just plug it in to
the 4 pins on the motherboard. Other cases put the speaker connector on
two 1-wire plugs. In this case, plug them into pins 1 and 4. I never
could figure out why they did that…
- Double-Check your work, as always. Note that if an LED does not light up, its case connector needs to be flipped 180 degrees.
STEP 11: Install Floppy Drive
- Choose
which drive bay you want to install the drive to and remove the face
plate off of that bay. Save the face plate for future use. Pick a bay
that will fit the drive. If you have to install a 3.5″ drive in a 5.25″
bay, you’ll have to use a special front panel to adapt it. This panel
sometimes comes with a new floppy drive when you buy it.
- Now,
slide the drive into the bay from the front. Make sure the front of the
drive is flush with the front of the PC. Also make sure the screw holes
on the drive align with the screw holes on the drive mounting rack.
- If
your particular case has a removable drive rack (as does the one we are
using for this tutorial), then you may need to remove the rack from the
system to secure the drive. But, in using removable racks, you need to
pay attention to which set of screw holes to use on the rack which will
result in the drive face being flush with the front of the PC. In some
cases, it is still easier to install the drive from the front and make
it flush just to see which screwholes to use. Then you can remove the
drive rack, making note of which holes to use.
- Secure the floppy
drive. Using your screwdriver and screws, secure the drive to the drive
rack. For removable racks, you can do this separate from the case. If
the rack is part of the chassis itself, then sometimes it is easier to
turn the case on its side to secure the drive so that you are not
fighting gravity as you try to get the screws into the holes.
- OPTIONAL:
If you are installing a 3.5″ drive into a 5.25″ drive bay, you will
need to use a rack system which will bridge the gap between the drive
and the chassis. These racks are simply metal rails which are secured to
the drive by screws. These effectively make the 3.5″ drive as wide as a
5.25″ drive. Then you can install and secure the drive as normal.
- Connect
the power supply to the floppy drive. On the 3.5″ drives, the plug is
very small…the smallest coming out of the power supply. On the larger
5.25″ drives, the connector is a large 4-wire connector, just like the
hard drive power connectors. These are a little harder to plug in, and
may take some rocking. The mini-plugs are much easier to plug into the
3.5″ drives. It is designed so that it is obvious which way to attach
it.
- Attach the Ribbon Cable. Floppy cables have a twist in the
cable. The “A:” drive goes AFTER the twist. If you have a second “B:”
drive, this goes before the twist. You do not need to mess with
master/slave jumpers. If you choose not to mess with the twist, you can,
with later BIOS versions, swap the order of the drives in the BIOS.
3.5″ drives use a set of pins for the connection to the ribbon cable.
5.25″ drives use a card-edge connector, just like the typical edge of an
expansion card. You need to use a cable with the proper connectors for
each type you use. Many floppy cables come with connectors for each type
on each side of the twist. Always check Pin 1 on the ribbon cable
connector. The red edge of the cable is aligned to Pin 1 on the
connector of the drive. If you accidentally reverse this, your drive
won’t be damaged, it just won’t work, and the floppy drive light will
stay on all the time until fixed. The connector on the far end of the
ribbon cable connects to the floppy controller on the motherboard or I/O
card (usually labeled FDD). Consult your motherboard’s manual to
determine which is your floppy controller.
If you are installing any other 3.5″ drives (such as a ZIP drive), then you can install those the exact same way.
STEP 12 : Configure the Hard Drive & CD-ROM
Before
physically installing your hard drive or CD-ROM, it is easier to
configure them outside of the case. Configuring them involves changing
jumpers, and doing this within the confines of the case can be quite
difficult sometimes.
How to configure these drives depends on how many drives you intend to install and of what type.
Your
motherboard has two built-in IDE channels, each supporting two devices.
If two devices are on one channel, one must be the “master” and the
other the “slave”. Usually, your primary hard drive (the one which
contains the operating system) is the master and the other drive is the
slave. If you only intend to install one hard drive and having nothing
else on that IDE channel, then you can select the “cable select” setting
for the drive, which tells the drive it is alone on the channel.
You
can attach any IDE device onto your IDE channels in any order. But, it
is recommend you use IDE1 for your hard drives and IDE2 for your CD
drives. It is always best to keep the CD drives on a separate channel
from the hard drives.
Configuring these drives is very easy. Often
the jumper settings are printed on the top of the drive itself. On CD
drives, the settings are described right above the jumper pins. On hard
drives, the information is printed on the top of the hard drive, if it
is printed at all. If not, then consult the manual for it or go online
to try finding the specs. The manuals will also outline any special
jumper settings such as use of the limiter jumper on Maxtor hard drives.
If
a particular drive does not need to be jumpered at all, it is best to
hang the jumper over one pin. This is the same as being unjumpered, but
makes sure the jumper is there for future use if needed.
If you
are using SATA Hard drives, you are in luck. Because each SATA drive
uses its own channel, there is no need for jumpers or worrying about
master/slave relationships.
STEP 13 : Install Drive
Before
simply following the directions below on mounting the hard drive, pay
attention to where you put it. Technically, you can put the hard drive
in any free bay of your case, but there are a few considerations:
- Hard
drives generate heat, especially the drives with the higher rotation
speeds. Therefore, it is best to place these drives as far from other
hardware as possible. Give them room to breathe.
- If it is necessary to install a drive cooler, make sure you have room for it.
- Some
cases give room under the power supply to install a hard drive. Bad
idea. A power supply is like a magnet, and magnets and your data do not
go together. Don’t install a hard drive anywhere near the power supply.
Keep your hard drive near the front of the case.
Okay, lets install the actual drive:
- Determine
which drive bay to install the hard drive into. In most cases, the hard
drive usually goes into a 3.5″ slot toward the front of the case, near
the bottom. These bays do not have a corresponding opening to the front
of the case simply because there is no reason to see the hard drive from
the front. Some cases use a removable drive rack to hold the hard
drive. If your case uses this type of setup, remove the rack now.
- Slide
in the hard drive. If you are using a removable drive rack, just push
the drive into the rack so that the screw holes line up. If your case
has the drive rack as part of the chassis, then just lift the drive into
the case and line up the screw holes on the drive with the drive rack.
Be sure the drive connectors face toward the back of the case.
- Fasten
the hard drive into place using your screws. This is easy to do on
removable racks. In non-removable racks, tightening down screws on the
far side of the hard drive can be a problem, because the screws are not
highly visible and thus it is hard to get to them with a screwdriver. It
can take a little creativity to get at them. Most cases which have this
problem have little holes where you can stick the screwdriver through
and tighten the screw beneath. If the screw is not in there, I’ve even
had to do a controlled drop of the screw onto the hole and then use the
screwdriver to position it into the hole. It can be a real feat to do it
sometimes, and this is one reason some manufacturers went to the
removable racks. If you have a magnetic screwdriver that can hold the
screw, this might be less of a problem for you.
- If using a
removable drive rack, you can now install the rack back into your case.
Some racks are fastened into place using a simple thumb lever. Others
need to be screwed in.
- If you have any other hard drives which
you are installing as you build your PC, then repeat the 4 steps above
for the other drive.
- Attach the power cable. Choose an unused
power lead from the power supply and plug it into the power plug on the
hard drive. The plug will be keyed so that it will only go in the
correct way. SATA power connectors are thin and black; they are
obviously different from other white Molexes.
- Attach the ribbon
cable to the hard drive. The ribbon cable goes from the primary IDE
controller of the motherboard to the drive, usually labeled IDE1. Make
sure the red edge of the ribbon cable is aligned with Pin 1 on the drive
ribbon connector. If you can’t see Pin 1 marked, then it is almost
always the pin closest to the power connector. If you place the cable on
backwards, you may get strange errors that make your new drive sound
like it has died already. As for the cable itself, usually you have two
plugs closer together on one end of the cable and then a third plug on
the far end of the cable. The far plug plugs into the motherboard. Of
the two remaining cables, there are no requirements as to which plug to
use on which hard drive. If you are only installing one hard drive, just
use whichever one of those plugs reaches the drive best without
stretching the ribbon cable out. If you are installing two hard drives,
then plan it out so that you can use both connectors in whichever order
works best. With SATA the ribbon cable goes to an SATA controller. Start
with SATA_1 and move on if you have multiple drives.
SCSI Drives
If
you are opting for a SCSI drive setup, then there are a few minor
variations from the procedure above. First, you need to install a SCSI
controller into one of your expansion slots (unless your motherboard has
an integrated SCSI controller). Then proceed:
- You need to
set any switches or jumpers that need setting on the new drive. In SCSI
setups, each device gets its own SCSI ID, numbered 1-7. #7 is usually
given to the adapter card. You may pick, then, any other unused address.
You may need to take into account any little quirks in your adapter,
such as special likings to other addresses that could cause problems a
little later. You’ll need the manual for this one.
- Check for the
correct termination. In SCSI setups, the adapter can hold up to seven
SCSI devices. These devices are hooked up in a chain, usually with the
adapter at one end and another device at the other end. This ending
device must be set to be the terminating device, therefore ending the
SCSI chain and making a complete electric circuit. In some cases, the
adapter is in the middle of the chain, therefore you must terminate at
both ends of the chain. You may need to consult the manual for any
special termination techniques particular to your brand of drive. In
general, a certain jumper setting will enable internal termination on
the drive itself, eliminating the need for a special terminating plug.
- The procedure for actual installation is the same as the procedure above for IDE drives.
STEP 14 : Install the CD-ROM(s)
Whether
you are installing a CD-ROM, a DVD-ROM, a CD-R/RW, or even a DVD-R/RW,
each of these drives install the same way. The installation is quite
simple.
- Choose which drive bay you wish to install the drive in.
- If
you have not yet removed the drive bay cover, do so now. This is
usually done by pushing two tabs together and pushing the plate out from
the front of the case. As I mentioned in the case preparation step, if
you have a metal plate covering this bay that has not been removed, you
will need to pry it out before you can install the drive. When you are
done, the drive bay should be open from the front of the case.
- If
your case makes use of drive rails to hold the drive into place (the
case we are using does use such rails), then fasten these drive rails to
the sides of the CD drive. In order to determine which set of holes is
the one to use, it may be necessary to temporarily slide the drive into
the drive bay. However you decide to do it, the drive rails should be
positioned such that when the drive is put into place in the case, it
will be flush with the front of the case rather than being recessed or
sticking out.
- Slide the drive into position. Most of the time
this is done from the front. If you installed drive rails in step 3,
then make sure those rails are lined up with the drive rack as you push
the drive in. Then push the drive all the way in until the clips on the
drive rails snap into place. At that point, you can skip the next step
and move to step 7.
- If you are not using drive rails, then you
will simply have the drive in place, but not fastened down inside the
case. At this time, screw the drive into place. You might want to just
place the screws in but not tighten them. This is done so that you can
slide the drive out again later. When installing the cables later, you
may need to slide the drive out a few inches so that you have enough
room to work behind the drive. In many cases, especially mini-towers,
one can have a hard time working behind the CD-ROM because it is pinned
up against the front of the power supply. Sometimes it is helpful to put
the case on its side as you tighten the drive into place.
- When
tightened into place, make sure the front of the drive is flush with the
front of the case. If the front bezel is off the case on installation,
make sure you don’t make the mistake of making the drive flush with the
case frame. It needs to stick out a little so it will be flush with the
bezel when you re-attach it. Also make sure it appears straight. While
this doesn’t really affect functionality, it’s a matter of aesthetics.
If the drive is in too far or sticking out too far, go ahead and
re-adjust it now.
- Attach the power supply to the drive. Just
like a hard drive, just find a free 4-wire power plug and plug it into
the power connector on the CD-ROM.
- Attach the ribbon cable.
Connect one of the two available plugs on the ribbon cable to the CD
drive. Just choose the plug which can reach the drive best. If you have
two CD drives, use the plug on the end of the ribbon cable for the top
most drive, and the middle plug for the next lowest CD drive. Attach the
plug on the far end of the ribbon cable to the secondary IDE port on
the motherboard (usually labeled IDE2). Just like connecting any other
drive, you must ensure that Pin 1 on the connector is lined up with the
red edge of the cable. Pin 1 is usually marked in some way on the drive
and on the motherboard both. Sometimes, it is just a small mark on one
corner of the cable connection port, and that indicates that that corner
pin is your pin 1.
- Attach the Audio Cable. This small 3-wire
connector goes from an “Audio” plug on the back of the CD-ROM to a 3-pin
plug on the sound card. If you happen to have on-board audio circuitry
on your motherboard, the CD-IN plug will be on your motherboard and you
can connect this now. Since you likely do not have a sound card
installed at this point, you can connect one end of this cable now to
the CD drive and leave the other end free to connect once the sound card
is installed. Some CD drives have both an analog and a digital audio
out. Most of the time, people just use the standard analog audio, but if
you wish, go ahead and use the digital. Your drive should come with
audio cables for both options
STEP 15 : Install The Video Card
You
must have a video card installed in order to complete this tutorial so
that you can see the output from your new PC once you turn it on.
Installing a video card (or any expansion card for that matter) is
incredibly straight-forward and easy.
- Find an expansion slot
ideal for your video card. You can consult the bottom right image for a
look at the three types of video card slot types: ISA, PCI or AGP. Most
video cards in use today are using the AGP slot, which uses the topmost
slot (usually brown) on your motherboard. Other cards use the PCI bus,
which most motherboards have several of and the slots are usually white.
The very old video cards use the larger ISA bus, but it is unlikely you
will be using this type of video card unless you are building a PC out
of incredibly outdated hardware.
- Remove the case insert that
corresponds to the slot on the motherboard. This is usually done by
unscrewing, but some cases have punch out inserts. If unclear, what we
are referring to by “insert” is the small plate which covers up the rear
slots on your case which your expansion cards will emerge from.
- Insert
the video card in the slot. You might need to rock the card in,
inserting one end first, then rocking the rest of the pins into place.
The old ISA cards may be tougher because of their length. You might not
be able to rock them. Most of you, though, will not be dealing with ISA
video cards anymore. When pushing down, make sure the motherboard does
not flex. If the board tends to bend, it may be necessary to place one
hand underneath the board to hold it up. Also, in some cases, you may
have a problem with the leading edge of the video card’s metal plate
hitting the case behind the motherboard. The result is that it keeps you
from being able to push the card in all the way. I’ve tried all sorts
of weird crap to fix this problem, including taking pliers to the card
and actually bending it. Sometimes, you can grab a flat-head screwdriver
and pry the hole wider that the card’s lip protrudes into. But, in most
cases, just playing with it for a bit will do the trick. It might also
be worth noting here that AGP video cards are typically installed
“upside down”, meaning the circuitry side of the video card will face
down. ISA and PCI cards are usually installed “right side up”.
- With
the video card inserted into the correct slot, it will probably sit
there with no support at all. It is still, though, necessary to tighten
it in using a screw. The card’s metal plate will have a notch for a
screw and it will line up with a screwhole on the side of the expansion
hole on the rear of the case. Just insert a screw into that hole and
tighten it.
- Double-check your work. Make sure the card is
securely in place and, if your video card has a cooling fan on it, make
sure no ribbon cables or power leads are getting into the fan blades.
STEP 16 : Post-Assembly
Well, you have gotten this far. Congratulations! You have now completed the hardware portion of putting together your PC.
Admittedly,
if you are following this tutorial to the letter, your PC is rather
bare-boned at this point. It is highly likely you will be installing
some additional hardware such as a network interface card (NIC), a sound
card, maybe a dial-up modem or other hardware. Some people like to
install everything right away. Usually when I build a PC, I like to
start with the basics. The reason is that it makes the installation
process of your operating system easier. Once you have your operating
system installed, you can then go in and install your additional
hardware and get those items working one at a time. It can be a little
daunting to try to get everything working at the same time, especially
simultaneously to installing the operating system itself.
Now, you
are about ready to turn your new PC on for the first time. But before
we do so we need to give everything the once over and make sure we
didn’t miss something. So, with a flashlight, check all of your work. It
is better to “waste” the time than to engage in wasted time trying to
track down why the system will not boot.
Review all your connections and installations as completed in prior steps. Here is a bulleted list of highlights to guide you:
Okay, now for boot up time!
- Stick
your system disk into the A: drive. You should have prepared or gotten a
system disk in the first step of this tutorial. If you are using a
bootable CD-ROM (as is the case with Windows XP) then just stand by on
this because the CD drive will not be openable until the power is on.
- Turn
your monitor on and let it heat up a few seconds before proceeding.
Heating it up for a few seconds ensures you don’t miss any potential
error messages because the CRT tube is not ready to display an image.
- Before
hitting the power switch, take note of what to expect. If you notice
something awry right away, you may need to quickly turn the PC back off.
Here’s what to look for:a. The power LED should turn on
b. The CPU and PSU fans should start spinning
c. The hard drive should power up.
d. You will see the video BIOS screen first, then you will see the BIOS screen and it will proceed to count the memory.
e.
You may hear one beep from the PC speaker. It is possible you will get
more than one beep, which indicates an error which we will address.
f. You may also get a “CMOS checksum error” or another error saying the CMOS or time isn’t set.
g.
Know what key(s) to hit to enter CMOS setup. This will be shown on the
bottom of the screen usually during the memory count. You will want to
press the stated key combination to enter setup immediately because CMOS
setup is the next step.
h. If you hear any weird sounds such as grinding, scraping, or loud whining, be ready to turn the system off immediately.
i.
Keep in mind that if you miss the stated sequence to enter the CMOS
setup before the boot sequence moves on, there is nothing wrong with
just hitting the reset button and rebooting until you do catch what it
is. It will not hurt your PC to reset it immediately or turn it off
quickly if you notice a problem.
- Press the power switch. If
it powers up, observe the system closely. As soon as the BIOS screen
appears, press the appropriate key(s) and enter CMOS setup. The correct
key combination should be visible at the bottom of the screen. Sometimes
it pops by too quickly for you to see which keys to press. No problem.
Don’t hesitate to just hit reset and try again, as stated above.
- If
everything started up as expected and you successfully got into the
CMOS setup screen, just let it sit there while you take out a flash
light and inspect the system as it is running. Make sure all the fans
are running. Make sure all the fans are operating smoothly and not
generating any strange noises. Make sure the case power LED is on. Make
sure the floppy drive light is not stuck on. If it is, the ribbon cable
is not properly aligned with Pin 1 and you will need to turn the PC back
off and flip it around. If any of the fans are not spinning, turn the
PC back off immediately and plug the fan in. You do not want to run the
PC for long without fans running, especially the CPU fan.
The PC Mechanic Tech Forums
If,
at this point, you are incredibly frustrated because your new computer
is not working and you just cannot seem to find the problem. YOU ARE NOT
ALONE! We’ve got an extensive forum community at PCMech. In the forums,
you can ask questions and get answers from many incredibly
knowledgeable people. All you need to do is register. It is absolutely
free. The forums are a great asset for PC Mechanic users, allowing
everyone to learn from others’ experiences.
Go to the forums!
STEP 18 : Configure The BIOS
Now, your new PC should be up and running and you should be staring at the BIOS setup screen.
Your
next step is to make sure your BIOS is using the proper settings. While
some users like to use the BIOS to tweak the system into running like
greased soap, during an initial build it is best to keep settings
conservative, which usually means leaving them at their defaults.
Remember at this point we are most interested in getting this PC to
work. I will first walk you through the necessary steps, then I will go
over some of the other settings you may see that you don’t need to mess
with at this point.
When you get into CMOS for the first time, do the following:
- Go
into your Standard CMOS Setup screen. Ensure your video settings are
correct (typically EGA/VGA) and that your floppy disk is properly set to
the size you are using (usually 1.44M). You will see settings for IDE
Primary/Secondary Master/Slave. If these items are not already properly
set for the hardware you have, have the BIOS auto-detect your drives for
you. Also, set the date and time to the correct settings.
- Unless
your board has jumper-controlled processor and voltage settings, you
will need to set these options in your CMOS now. In our Soyo board, the
screen to go into is called “Soyo COMBO Feature”. It may be called
“SoftMenu” or some other term on your board. Consult the manual to find
out if you can’t see it. Once in that screen, you need to set your
system bus speed, CPU multiplier, memory timing speeds, CPU voltage,
etc. Many of these options have an AUTO setting which is the safest
choice if you don’t know otherwise. Some other systems have a list of
possible processors, in which case just choose yours from the list. On
our testbed Soyo board, this screen was also used for enabling or
disabling onboard sound, RAID, and 10/100 LAN and if your board has
similar settings, you can set this to your liking. For example, if you
will be using a sound card of your own, you would need to disable the
built-in sound on your motherboard. If you have onboard SCSI or onboard
RAID capability, then set these depending on whether you will be using
them or not.
- Confirm your boot order. One of the screens in your
CMOS (many times the Advanced Features screen) will have a boot order
option. This controls the order in which the PC will look for a copy of
something to boot off of, whether it is a full operating system or just a
diskette or CD. In a little bit you will be installing your full
operating system and will need to boot the system beforehand. If you are
using a standard system diskette, make sure A: (or your floppy) is
enabled to be first in line. In this case, you might want to also check
to be sure that if there is a setting to disable seeking out the floppy
altogether, that is set to indeed seek out the floppy drive (some people
set this to off so as to make the boot process faster, but you cannot
do that while building). If you are going to be booting from a CD (as is
probably the case if you will be installing Windows XP) then make sure
your CD-ROM is first in line.
Those are the basics of what
you will need to set in order to continue with this tutorial and have
your PC set properly. Now, I will give a brief rundown of some of the
other settings you may see. This is by no means meant to be a complete
reference, as all boards are different. Your motherboard’s manual is
your best reference to the settings you need to concern yourself with.
Advanced BIOS Features
This
section controls some of basic operating settings of your PC. For
example, you will enable/disable things such as on-board cache,
determine the boot device, etc. Here are some of the common settings:
-
Virus Protection/Warning: Will scan your hard drive boot sector on
startup for viruses and alarm you if anything attempts to write to the
boot sector. Enable for increased security, but disable to avoid the
annoyance. If you are using a third-party antivirus utility (or plan to)
then this is useless.
- Cache Settings: These settings control
L1 and L2 cache, which in most newer systems resides on the processor
itself. In almost all cases, this is enabled and should be. If there is
an option to have ECC error checking on the L2 cache, go ahead and have
it enabled.
- Quick POST: This will allow the BIOS to skip some
tests such as the memory test on boot-up, thus allowing the PC to boot
faster. You can disable it for the sake of thoroughness, and this is
fine if you leave your PC on most of the time. But, if you turn it on a
lot, this is an annoyance and I’d recommend enabling Quick POST.
-
Boot Sequence: This controls the order in which the PC looks at the
drives for bootable information. Sometimes the BIOS will have one field
for this and you scroll through the options. Other versions have
separate settings for “First Boot Device”, “Second Boot Device” and so
on. This was addressed above.
- Boot Up Floppy Seek: Controls
whether the floppy drive will be looked for at all. Set this to enabled,
at least until you get your operating system installed
- Swap
Floppy Drive: Allows you to control the assigning of the A and B drive
letters to your floppy drives by swapping the order that is dictated by
the twist in the floppy drive ribbon cable. Most of the time this is
disabled.
- Fast A20 Gate: The gate A20 is a device used for
addressing memory above the 1 MByte mark (don’t really need to get into
that here). This used to be controlled by the keyboard via a pin.
Keyboards still play a role in this today, but you control it via the
BIOS. Some BIOS have enable/disable, some have Normal/Fast. I would go
ahead and leave it at the default.
- Typematic Rate Settings:
These options control the rate at which holding down a key on the
keyboard will produce characters on screen. Just leave it disabled as it
isn’t very important.
- Boot Numlock: Enable to have Numlock on when you start the computer.
- CPU Serial Number: Enables or disables the serial number thing in some older Intel CPUs. Privacy buffs, disable it.
-
Security Option: Some systems have an option to require a password
every time the system boots up. You’ll probably want this disabled.
- Video BIOS Shadow: – Disable.
- OS Select For DRAM > 64MB: Set to Non-OS2. This is an archaic setting.
-
HDD SMART Capability: Set to disabled. It is only useful if you have
software running which monitors the status of the hard drives.
-
Small Logo Show: Controls whether the little EPA logo is shown on your
bootup. Disable. Sometimes there is a small select option, too, for
selecting which logo will be shown.
Advanced Chipset Features
This
area of the BIOS allows you to control certain aspects of your
motherboard which are specific to the chipset on your board. This would
include bus speeds and memory issues. Some boards place their controls
for processor, bus speed into this screen as well. I address that in
more detail above. Most of the time, you don’t need to worry about
anything in here for the sake of this tutorial. But, a general outline:
- Chipset Special Features: Disable. Not all BIOS have this.
- L2 Cache size: If this option exists, set it to match the size of your external cache.
- DRAM Parity Checking: Enable only if using parity memory
- Dram parity/ECC mode: “Parity” if using parity memory, “ECC” if using ECC memory
-
Memory Timings: This area allows you to control the speed of the
memory. On Via chipsets, it will usually also display the processor bus
speed and the DRAM bus speed, allowing you to set the memory to operate
on the Host Clock or BY SPEED. You can set the memory speed manually or
have it run at the same speed as the system bus. If you are using SDRAM,
you can also control the CAS latency, which is usually best left at
default unless you’re a real tweaker.
- AGP Mode: Controls the AGP Mode, such as 1X, 2X, 4X or 8x. Set to Auto if available, or whatever it is set to already.
- AGP Frequency: Set to 66MHz.
-
AGP Aperture: Controls how much of the PCI memory address range will be
dedicated to graphics memory space. Usually, 64MB is fine, but you can
set it to whatever you want.
- DRAM Frequency: Set to the speed of your memory
-
System BIOS Cacheable: Only valid when the system BIOS is shadowed. It
can speed up access to the BIOS, but because the OS rarely needs to look
at the BIOS, enabling this does not cause much benefit. Disable.
Power Management
This
section should be fairly straight-forward to even the novice user, and
you should be able to use your manual to best describe the settings. I
usually leave everything in here default and you should for now, too.
You’re just trying to get the PC working at this point, not fine-tuning
every little aspect of the BIOS.
Integrated Peripherals
-
IDE HDD Block Mode: Speeds up hard disk access by transferring data
from multiple sectors at once instead of using the old single sector
transfer mode. When you enable it, the BIOS will automatically detect if
your hard disk supports block transfers and configure the proper block
transfer settings for it. Up to 64KB of data can be transferred per
interrupt with IDE HDD Block Mode enabled. Since virtually all hard
disks now support block transfers, there is normally no reason why IDE
HDD Block Mode should not be enabled.
- Master/Slave PIO Mode:
This function allows IDE drive to transfer several sectors at a time.
Several modes are possible. Mode 0 means one sector at a time. Mode 1 is
no interrupts. Mode 2 means sectors are transferred in a single burst.
Mode 3 means 32-bit instructions at up to 11.1 MB per sec. Mode 4 is
16.7 MB/sec. and Mode 5 is up to 20 MB/sec. Standard for most drives
today is PIO Mode 4. But, many BIOS’s offer an AUTO setting that will
automatically make the best call for your drive. These modes must be set
for each drive, including primary master, slave, secondary master,
slave.
- Master/Slave UltraDMA: Set to Auto. Enable if your
drives are UDMA capable. Keep in mind that to use this feature also
requires it to be set up via the operating system.
- On-Chip PCI
IDE, or IDE Controller: Used to either enable or disable either of your
on-board IDE controllers. You can disable one of these if you do not
need it, freeing up resources. For example, if IDE-2 is unused, you can
disable it, thus freeing up IRQ 15 so something else can use it.
- USB Controller: Enable or disable your motherboard’s on-board USB controller.
- USB Keyboard Support: Many boards have a separate setting for USB keyboards, so you will need to enable this if you use one.
- USB Mouse Support: Same as keyboard, but sometimes you see one for mice, too.
- Onboard 1394: Enable or disable your onboard Firewire capability
- FDD Controller: Enable or disable your motherboard’s on-board floppy disk controller. You probably want this enabled.
-
OnBoard Serial Port: Used to enable or disable the serial ports.
Setting to AUTO will usually default to IRQ 4, and 3F8 (COM 1) or IRQ 3
and 2F8 for COM 2. Disabling will, of course, free up the IRQ’s.
-
Onboard IR Function: If you have an infrared device connected to the
motherboard, you can enable IR here. IrDA (HPSIR) mode, ASK IR
(Amplitude Shift Keyed IR) mode, and disabled are the available options.
Sometimes you might see an SCR mode, for smart card readers. Choose the
mode used by your IR device. This setting is usually linked to Serial
port 2, so if that is disabled, this option may not show up. Sometimes
this option is called UART Mode.
- Duplex Mode: This will determine full duplex or half duplex transfer modes for your IR port, if enabled.
-
Parallel Port: There are four options. The default value is Normal
(SPP) which will work with all parallel port devices but is very slow.
Two faster bidirectional modes are available, namely the ECP (Extended
Capabilities Port), used for devices with large data transfers, and EPP
(Enhanced Parallel Port), for devices that switch directions a lot. ECP
uses the DMA protocol to achieve data transfer rates of up to 2.5Mbits/s
and provides symmetric bidirectional communication. On the other hand,
EPP uses existing parallel port signals to provide asymmetric
bidirectional communication. There is usually an EPP+ECP mode for users
who don’t know which mode to choose, but this can also take up an extra
IRQ.
- ECP Mode use DMA: Controls the DMA channel used for ECP transfers. DMA 3 is default. You can set to 1 if there are conflicts.
-
Init Display First: Used to control whether to initialize an AGP or a
PCI video card first on start-up. Only relevant to users who use both
types of video cards with one monitor.
- Power On Function: Some
motherboards allow you to turn on the system via a variety of
alternative ways other than the normal power switch. Examples include
mouse buttons, button only (normal), or by keyboard. Select whichever
option you want.
PnP/PCI Configuration
This
section controls some of the various aspects of plug and play and the
PCI bus. Much of it will not need to be touched at this point, but a
couple items bear mentioning:
- PNP OS Installed: If all your
operating systems support Plug & Play (PnP), select Yes so that they
can take over the management of device resources. If you are using a
non-PnP-aware OS or not all of the operating systems you are using
support PnP, select No to let the BIOS handle it instead. Some say that
it is best to leave this option set to No regardless of whether your OS
is PNP-capable or not. The reason is that when it is set to No, the BIOS
will attempt to resolve any resource conflicts. If it is set to Yes,
even if a conflict is detected, the BIOS will ignore it. So, setting it
to Yes provides a bit of a safety net, and it will not affect the
ability of the OS to perform PNP on its own.
- Reset
Configuration Data (Force Update ESCD): ESCD (Extended System
Configuration Data) is a feature of the Plug & Play BIOS that stores
the IRQ, DMA, I/O and memory configurations of all the ISA, PCI and AGP
cards in the system (PnP or otherwise). Normally, you should leave the
setting as Disabled. If you encounter serious problems with the
installation of a new PCI card, these settings can help bail you out.
Such a conflict could be serious enough that the OS may not start. If
this happens, you can go into the BIOS and enable this option. Next time
the PC boots, the BIOS will go and re-configure the settings for all
PNP cards. The BIOS will automatically reset this setting to DISABLED
next time you boot.
- Resources Controlled By: Normally, the BIOS
controls the IRQ and DMA assignments of all of the boot and PNP devices
in the system. When this option is set to AUTO, this is what happens,
and the ESCD is the mechanism for doing it. If you set this option to
Manual, you will be able to manually assign all IRQ and DMA information,
usually via a sub-screen of the BIOS that will enable if you set this
option to Manual.
- PCI/VGA Palette Snoop: This option is only
useful if you use an MPEG card or an add-on card that makes use of the
graphics card’s Feature Connector. It corrects incorrect color
reproduction by “snooping” into the graphics card’s framebuffer memory
and modifying (synchronizing) the information delivered from the
graphics card’s Feature Connector to the MPEG or add-on card. It will
also solve the problem of display inversion to a black screen after
using the MPEG card.
- Assign IRQ for VGA: Many high-end graphics
accelerator cards now require an IRQ to function properly. Disabling
this feature with such cards will cause improper operation and/or poor
performance. Thus, it’s best to make sure you enable this feature if you
are having problems with your graphics accelerator card.
-
Assign IRQ for USB: Assigns an IRQ to the USB controller. It enables or
disables IRQ allocation for the USB (Universal Serial Bus). If you are
using AGP, this should be enabled. If you are not, you can disable this
to free up an IRQ.
PC Health
This
might be called by a bunch of different names, but it is the section of
the BIOS (if it has it) that monitors things like fan speed, CPU
temperature, voltage levels, etc. You may also be able to set a shut
down temperature, so if the CPU gets way too hot, the system would shut
itself down for safety.
Defaults
Many BIOS
versions have pre-set sets of default values which you can pre-load.
Some have “fail-safe” defaults and “optimized” defaults. If you don’t
wish to mess with any of the above, you can use these options to set the
BIOS info up to certain sets of settings in one or two button clicks.
Passwords
Most
BIOS versions have security options to allow for user or supervisor
passwords. Most people do not use them. But, if you do, just make sure
you record the password. If you lose it, you’ll have to reset your whole
BIOS to get your system back.
Save and Exit the BIOS setup program. This will reboot the machine. Make sure your system disk is still in Drive A:.
STEP 19 : Test The System
At
the end of the previous step, you saved your CMOS settings and the
system rebooted. You should have had a system disk or CD in the boot
drive so that the PC booted itself properly. If you got an error to the
effect of “Missing Operating System”, then you likely did not remember
to put the system disk into the drive or the system disk is not valid
and bootable. If it is not a bootable system disk, you will need to get
one before pressing forward. More modern operating systems like Windows
XP come with CDs which themselves are bootable, in which case just make
sure the CD is in the CD-ROM. If you are still having problems, verify
your boot order was set correctly in CMOS in the previous step.
Remember, if you are trying to boot from a diskette, your floppy drive
must be set as the first boot device. If you want to boot from CD, your
CD-ROM must be set as the first boot device.
Assuming you handled
that properly, the PC should be up and running and you are either
sitting at a command prompt or some other screen dictated by your
bootable CD or diskette. Now that the PC is just sitting there running,
it is a good time to test a few things before proceeding further. Check
the following:
- Check the LED’s on the front of the case.
During boot-up, the HDD LED should light. If it does, it is connected
properly to the motherboard. If not, try reversing the leads on the LED
plug, or just turning it around. You can also check that the power LED
lights and that the turbo LED lights, if it is connected.
- Check the hard drive. Make sure it is spinning.
- Check
the fans. Make sure the CPU fan, power supply fan, and case fan(if you
have one) are all spinning without any wires in the way. If your video
card happens to have a fan, make sure it spins freely as well.
- Make sure the CD-ROM has power by hitting the eject button and seeing if it opens.
- Hit
the reset button to be sure it works. While it reboots, check to be
sure all the data on the BIOS splash screen is correct to your system.
- Let
the system run for 10-15 minutes. While it is running, go into your
CMOS setup again and go to the PC Health screen so that you can monitor
the CPU temperatures while it is running. The purpose in doing this is
to ensure that the processor is being adequately cooled and will not
lead to instability. If you choose, you can also – CAREFULLY – ground
yourself and then reach in and gently touch the sides of the CPU and
heat sink as it is running. If the heat sink is lukewarm to the touch
(not too hot to touch) then it is doing its job properly. During this
testing period, you can just let the PC run for a bit. If, after several
minutes, the heat sink gets too hot or the temperature readouts become
abnormally high, or if the PC Health screen freezes and you cannot do
anything with the keyboard, then you likely have a cooling issue with
your processor. You are either running a cooling fan which is not
adequate for your processor or there is an issue with inadequate heat
transfer between the processor and the heat sink, which means you might
need to re-install the processor and do a better job of using heat sink
compound this time.
Okay, now that we are pretty sure the
hardware portion of this tutorial is a done deal, let’s move into
setting your hard disks up.
STEP 20 : Prepare the Hard Drive(s)
Before
we can install your operating system to your hard drive, that drive
must be prepared for use. In order to use your hard drive, it must be
partitioned and formatted. If you are building a system and putting a
previously used hard drive into it, you may not need to perform this
step. But, on any new hard drive or one you are just trying to start
over with, you will need to do this. If you are installing Windows XP,
all formatting, partitioning and installation work from the XP CD. You
should have your first boot device be the CDROM already. Insert the disk
and reboot the system. Windows Setup will begin. Then, skip down to the
step on Windows XP Installation. If you are installing a legacy OS,
then proceed.
Many retail hard drives come with their own
utilities for setting up their hard drives. For example, Maxtor hard
drives are packaged with a utility called MaxBlast. MaxBlast itself
serves as a bootable disk for your system, and after booting the system
up it will move directly into the first step of its wizard to set up
your drive. These kinds of setup are very convenient and will walk you
right through both partitioning and formatting the drives. If your hard
drive came with such software, then I recommend you use that software
and follow the manual that came with your drive. And, in that case,
simply follow the manufacturers steps and you can proceed to the next
step in this tutorial after doing so.
If you are using an OEM hard
drive or one you happened to have around already, you may not have any
software for it. So you will need to set your drive up the old-fashioned
way. Here’s how:
HARD DRIVE PREP – THE OLD FASHION WAY
Partitioning
is done using the FDISK command. FDISK is a plain-jane, text-only
utility that comes on most Windows/DOS setups. FDISK should be included
on your system disk and when you use it, it will actually be run off of
the floppy drive. If, for some reason, your system disk does not have
FDISK.EXE on it, get one that does.
Take a little time to plan
your partitions. Do you want one large partition for the entire drive?
Or do you want to separate it into different drive volumes? If you have
FAT32, it is very popular to create one partition for the entire drive.
Otherwise, if you are using a drive larger than 2G, you will have to
separate it into more than one partition. Also, keep in mind that
smaller partitions lead to smaller clusters, thus less slack or wasted
disk space. With almost any modern operating system (I’m thinking
Windows here) you will want to use the FAT32 file system. When you go
into FDISK, it will ask if you want to enable “Large Disk Support”, and
you do if you’re using any OS Windows 98 or newer.
So, start.
- Type
“fdisk” at the command prompt. If it does not work, it is because your
hard drive is not attached properly or you may be missing FDISK.EXE on
your system disk.
- It will ask if you wish to enable Large Disk Support, and in most cases, you will. Type “Y” and proceed.
- Next,
you will see 4 menu options. If you already have partitions on this
hard drive, you can choose option 4 to view the current partition setup
and decide if you want to change it. For a brand new drive (which I’m
assuming for the purpose of this tutorial), you’ll need to start from
scratch.
- Some information: The first partition is your primary
DOS partition. This is your C: drive and can’t be divided. This is also
called the active partition. You can only have one active partition. The
second partition is optional. It is called an extended partition. This
is the space left over after the primary partition. Then, logical DOS
drives are created within the extended partition, each having a letter
by which you will refer to it.
- First you have to setup a primary DOS partition. Choose Option 1 (Create DOS partition or Logical DOS drive).
- Choose Option 1 in the next menu.
- Now
you can make your entire hard drive the primary partition or only a
part of it. Many people just make the entire drive one partition just to
stay simple. If you want to break from this norm, specify the amount of
drive you want to partition in either megabytes or percentage of total
drive. If you are using a percentage, be sure to follow the number by a
“%” or the computer will think you’re talking MB’s. As a tip, I
generally like to have my operating system(s) stay on their own
partition, so I like to assign 2 GIG or so to the primary DOS partition,
allowing ample room for a few versions of Windows. That’s just me.
- Next,
you’ll need to make this partition active. Return to the main FDISK
menu and choose Option 2 (Set Active Partition). Follow the prompts.
- If
you’re going to create an extended partition (and you probably will
unless you’re only going to use C), choose Option 1 again, but this time
choose Option 2 in the next menu (Create Extended DOS partition).
- Plug
in the percentage of drive to partition for this one. You can use the
remaining amount for simplicity. Do not make this partition active. Only
one can be active.
- After you create an extended partition, you
will be given the Create Logical Drives option in the extended partition
menu. Follow the on-screen instructions to assign drive letters to your
partitions D: through Z:.
- After all this is done, you can choose Option 4 (Display Partition Information) and check your work.
- After
the drive has been partitioned and all looks fine to you, press to exit
FDISK. You’ll be told you need to restart the machine and that’s what
you’re about to do.
- Reboot the machine with the system disk in
Drive A:. If you try to do anything on the C: drive, you may get an
error about Invalid Media Type. Don’t worry about it. It’s because you
haven’t formatted it yet.
Here’s how to format your newly created disk partition(s):
- At
the A> prompt, type format c: /s. The “/s” tells it to make the disk
bootable by copying some elementary system files to the C drive. If you
booted from a CD and intend to install the OS right away, you do not
need to copy system files, in which case you can leave the “/s” off.
- You
will get a warning saying that this action will erase all data on the
drive. This is normal, and since there is no data on the drive, just
press “Y” and move on.
- It will show the status as it happens.
- If
you created additional partitions on this drive, format those volumes
now. Type “format d:” or “format e:”, where the letter corresponds to
the volume you wish to format. Do not type the “/s” since you only want
the C: drive bootable. Do this for all remaining partitions you created
during the partitioning process.
- When you are complete, you
should be able to do a directory listing to be sure it is formatted by
typing “DIR C:” at the command prompt. You’ll likely get a FILE NOT
FOUND message, but that’s normal. At least the drive is set up.
When
you have done both procedures above, reboot the system. If you copied
the system files over you can do so without the system disk in the
diskette drives. If not, you’ll need to leave the system disk in Drive
A. If using the C drive, it is supposed to boot normally and go to the
C: prompt. If you get an error like “No boot device found” or “No ROM
Basic”, you probably forgot to make the primary partition active. Run
FDISK again and fix that. If you get an error like “No Operating
System”, you probably forgot to make the disk bootable. Make sure you
typed “/s” at the format command.
STEP 21 : Install The CD-ROM Driver
NOTE:
This Step is here only for those users who must manually get their
CD-ROM recognized before installing their operating system. You may not
need to do anything. See below:
Most operating
systems come on CD, which requires you to have your CD-ROM working in
order to install the operating system. This is usually a pretty easy
thing to do. In fact, sometimes it is totally unnecessary for you to
actually DO anything, because it is taken care of. If you are installing
Windows 98 and have a real Windows 98 boot disk, it has the option of
booting with CD-ROM support automatically. If your operating system CD
is bootable (and in many cases they are) then as long as you have your
CDROM set as your boot device in CMOS, it will automatically go to the
CD-ROM and begin the process of installing your operating system. In
this case, this step is not necessary.
Otherwise, read on…
Your
CD-ROM comes with an install disk that, if properly programmed, will
install your CD-ROM drivers very quickly. Unfortunately, many
manufacturers make lame installation disks, requiring you to do some of
the work manually. For this reason, I recommend you have a copy of
EDIT.COM on your hard drive or system disk in case you have to manually
edit the CONFIG.SYS or AUTOEXEC.BAT. Also have a copy of MSCDEX.EXE on
your disk in case your CD-ROM installation does not include it. If
necessary, use the command “copy mscdexe.exe c:” to copy the file from
your system disk to your hard drive.
Some installation programs
are very particular as to what they expect. Some will stop unless
MSCDEX.EXE is not already installed on the drive C: Some go so far as to
expect this file in C:DOS, and it might not tell you this. You can just
put the file in a directory called C:DOS and try again. Other
installations cannot properly configure CONFIG.SYS or AUTOEXEC.BAT. Some
will halt if these files aren’t already present on the hard drive. If
you run into problem, keep this in mind.
Below, I will outline a general procedure for installing DOS-mode CD-ROM drivers. This obviously changes on a per-drive basis:
- Make
sure EDIT.COM is on your hard drive. It may be found on your system
disk, your installation disk, or you may need to get it from another
system. Copy this file to the new computer’s C: drive.
- Install the CD-ROM Installation disk in Drive A:.
- To
be safe, you might want to create a AUTOEXEC.BAT and CONFIG.SYS if they
are not already there. You can do this by typing “EDIT CONFIG.SYS” then
saving it empty. This will create the file, although it will be empty.
Do the same for AUTOEXEC.BAT.
- Run the Install program. Usually
you type either “a:install” or “a:setup”. It will copy necessary files,
and modify your CONFIG.SYS and AUTOEXEC.BAT. Just follow the prompts.
All install programs are different. When this is done, reboot.
- Check
the system files. You can EDIT them or type “type config.sys”. The line
will look something like “DEVICE=C:CDPROVIDE-CDD.SYS /D:MSCD001″. In
the AUTOEXEC.BAT file, it may look like “C:WINDOWSCOMMANDMSCDEX
/D:MSCD001 /V”. The parameter after “/D” should be the same in both
files. These lines will vary depending on your CD-ROM and files
locations.
- If you want to change the drive letter of the CD
drive, add “/L:F” at the end of the line referencing the CD-ROM in the
AUTOEXEC.BAT file. Change “F” to the drive letter you wish the CD-ROM to
be.
- Test your work. Reboot. The CD-ROM should activate. Then
stick a CD in the drive and try to read it by switching to the
appropriate drive just as you would to read a floppy diskette. If it
didn’t work, then first check your AUTOEXEC.BAT and make sure it is
leading to the correct location for the file MSCDEX.EXE. This file is
necessary on all systems to make a CD-ROM operate in DOS.
STEP 22 : Install The Operating System
Okay, it is time to install your operating system. This is the final step necessary to make your new PC a fully workable PC.
There
are many operating systems on the market today, but for the sake of
this tutorial, we are assuming you will be using Microsoft Windows.
There are, of course, other OSes out there including many varieties of
Linux, and you are certainly welcome to try those other operating
systems if you wish. As things stand now, though, simple statistics will
show that an overwhelming majority of PC users make use of some version
of Windows. For that reason, we are focusing on the Windows operating
system in this step.
Your first step is to buy your Windows
operating system. The first thing you will notice is that Microsoft
distinguishes between “full versions” and “upgrades”. The upgrade is
cheaper, but it will ask for and check to make sure you have a previous
version of Windows installed before proceeding. Often you do not need to
have a prior version installed physically to get it to work, but you
must have a prior version available on floppy diskette or CD-ROM,
because whether it checks your hard drive or a removable medium, it will
check for a prior version. A full version, of course, is designed to be
installed when no other version is there or when you have no valid
license to a prior version.
TIP: Instead of installing Windows
from a CD, some people prefer installing directly from the hard drive
itself. The basic reason is speed. Hard drives are many times faster
than a CD drive, and since the Windows install procedure will be moving a
lot of data from the CD to the hard drive anyway, many people prefer to
simply skip the bottleneck and do everything from the hard drive.
Basically, this is done by copying the entire Windows setup from the CD
to the hard drive before installing anything and then running Setup
directly from the hard drive. Just copy the whole CD over to a directory
on your hard drive, and then run Setup from that directory. This is
also helpful later down the road if you need to install a Windows
component and cannot find your Windows CD.
NOTICE: The full installation procedures for Windows 95, 98, 2000 and XP are included in the Build Your Own PC e-book.
STEP 23 : Tidy Up
Now you have a PC which you built and it is now running with a newly installed operating system. Great job!
You
are now ready to get the PC set up as you want it. With Windows set up
as a virgin installation, there are a few things you need to do right at
the start. Windows XP will seek to get you to activate your copy of
Windows, but it is recommended you hold off on this until you get your
drivers finalized.
- Enable Windows XP’s built-in firewall (if
you are using XP). The firewall is not perfect and you can easily
replace it later with a better option. However, you need to connect to
the internet now to download the latest drivers for your PC. The Windows
firewall will suffice for now. To enable the firewall, go to the
Control Panel and click Network and Internet Connections, then click
Network connections. Right-click on your network connection and choose
Properties. Go to the Advanced tab and check “Protect my computer and
network by limiting or preventing access to the computer from the
internet”.
- Next, connect to Windows Update by visiting
www.windowsupdate.com using Internet Explorer. Scan for Updates and then
go directly to the critical updates and service packs section. If there
are any major service packs listed, install them now and reboot.
-
Install your motherboard’s chipset drivers. Most likely, your
motherboard came with a CD which contained drivers for the chipset as
well as any integrated hardware. You can install this software and
drivers now from the CD. You should also check the motherboard
manufacturer’s website and see if there is any updated driver software
since the CD was created. After installing these drivers, reboot again.
- Re-visit Windows Update and install any other key updates, including DirectX.
-
Now, visit the website of your video card manufacturer and download the
latest drivers for your video card. Install them. You will likely need
to reboot again.
- Lastly, you should install any remaining
hardware and drivers for your new computer. Install the sound card
drivers as well as the drivers for any remaining hardware. Visit the
manufacturer’s website to see if there are more recent versions of each.
You may need to reboot after each installation. Simply go through each
until each component in your PC has the required drivers installed.
- Now,
active Windows. If you installed Windows XP, there is an activation
process which you must go through. This is Microsoft’s way of curbing
pirated copies of Windows. Windows will give you a grace period of 30
days after installation to activate it. If you do not activate it within
this timeframe, Windows will stop operating. Windows will remind you
when you log in as well as at a regular internal until you do activate.
To activate, you simply follow the wizard. It is easiest to activate via
the internet. Doing it this way is very automatic and is done using a
secure server. If your PC is not internet connected, you can activate it
via telephone. Call the toll-free number on the screen, read off to the
operator the number displayed on the screen and type in the
confirmation number they give you.
For future reference, if
you make a major hardware change to your new computer at a later date,
Windows may require you to re-activate. Simply follow the same
procedure.
Windows will also ask you to register your copy. This is totally optional. If you skip it, it will not ask you again.
At
this point, your new PC is now ready to go! Next, you can begin
installing your software and customizing your new computer to suit your
needs.
Congratulations. Enjoy your new PC!
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