As soon as the setup process is finished, you’re presented with your first look at Windows 8’s primary innovation: Metro. This new UI, which originated in Windows Phone 7 and has since been extended to the Xbox 360, is the Wave of the Future at Microsoft, and it’s part and parcel of Windows 8. There is no classic Start menu to fall back on. There’s nothing built-in to the OS that allows you to disable it or boot to the desktop by default (though surely various hacks will enable this if they haven’t already). Metro is here, and if you use Windows 8 you’ll have to come to terms with it.

That’s because Microsoft is going a step further than Apple with regards to its operating systems: while Apple is busy porting iOS features and characteristics to a desktop operating system that is still recognizably OS X, Microsoft insists that the tablet is just another kind of PC, and to that end is building a unified OS for both tablets and traditional PCs. Microsoft tablets (whether running Windows 8 or Windows on ARM) will run the same core software as PCs, will be able to run many of the same apps as PCs, and (most importantly for Microsoft’s ecosystem of enterprise users) can be managed using the same tools as PCs. We’ve known for years that the traditional Windows desktop doesn’t work well on tablets, but does an interface designed for touch also work with a mouse and keyboard?

Metro, with its large fonts, bold colors, and large buttons was designed to be touched, and I think once we get some tablets designed for Windows 8 people are going to warm up to it. It’s well thought-out and with a little polishing will stand up well to iOS and Android in terms of features, and in terms of aesthetics it's already there—animations are fluid and attractive, and nice touches like a volume overlay (see right—finally!) bring an extra level of modern polish to Windows.

Brian Klug and Ryan Smith talked a bit about using Metro on a tablet in their piece on September’s Windows 8 Developer Preview, a process which is more or less the same in the Consumer Preview, so what I’ll be focusing on here is the general layout and function of Metro in the Consumer Preview, and my experience using it with a keyboard and mouse.

Introducing Metro

We’ll start with the entry point: the new login/lock screen. In previous Windows versions, this screen told you nothing about the computer—it was simply a gateway, and as such it either showed you a list of user accounts on the computer or displayed a CTRL + ALT + DELETE prompt with username and password fields. In Windows 8, the lock screen shows you the date and time and your current battery life and network connectivity status, set against a user-configurable background. Other Metro apps, like Mail and Messages, can also be configured to display status and notification messages on the lock screen. The look is reminiscent of most tablets and smartphones, but its big, high-resolution, striking images reminded me more of the Kindle Fire than anything. It’s a nice effect.

Press any key on your keyboard and the login image will slide upward, revealing the traditional Windows name and password fields. Authenticate, and you’ll be looking at the Metro-style Start screen.

 

Tiles for Metro-style apps are big and colorful, and can usually be set to two sizes, a smaller square that allows for two tiles to sit side by side in a column, and a longer rectangle that spans the entire column. Metro columns on the Start screen will expand or contract to fill all of the screen resolution available to them, as evidenced in the screenshots above and below, and your mouse or trackpad’s vertical scrolling function will let you move left and right (horizontally, I know) through all of your apps. You can also scroll by grabbing the scrollbar at the bottom of the screen, or by moving your mouse pointer all the way to the left or the right of the screen.


Displays with more pixels can display more items

Above, you can see most of what constitutes a Metro page: tiles of apps lined up into neat columns. Tiles can be moved around at will, and will try their best to rearrange themselves dynamically. The wider gap between two of the columns is a divider between “pages” of apps. There is no limit to the horizontal size of pages, and you can freely drag tiles to either side of these wider divides.

Right-clicking a Metro app will bring up a list of actions at the bottom of the screen—most Metro tiles will let you shorten or lengthen them, remove them from the Start screen, or uninstall them.

Standard desktop programs also show up on the Start screen as rather unglamorous-looking gray tiles that show the name of the program and its icon. Left clicking on it will dump you to the desktop and open the app as it would open in older versions of Windows, and right-clicking will bring up that app’s standard right-click menu in the Metro style across the bottom of the screen, with the added option to uninstall the program without going into the Programs and Features control panel.

To add and remove desktop app icons from the Start screen, right-click them and then click “pin to Start.” Desktop apps can be pinned to and unpinned from the desktop taskbar and the Start screen from the desktop or from Metro, the first of many ways in which the two interfaces are integrated.

Windows Search can be invoked automatically from the Start screen if you begin typing. In Windows 8, there are three distinct search categories: Apps, which will display most Metro and desktop programs; Settings, which will search through the Metro and desktop control panels; and Files, which is self-explanatory. You can also search through any Windows Search-enabled Metro app, which you can see listed below the three main headings. I’d love to see a unified search group like we had in the Windows 7 Start menu, especially given the sometimes-blurry line between what appears in Settings and what appears in Apps, but search in Windows 8 is powerful and it’s fast, even using slower processors and mechanical HDDs.

All Metro apps, including the desktop, can be “snapped” to the left or right edge of the screen, which lets one app use up about a fifth of the screen while another app uses the remaining space—I’ve seen this called “Metro Snap” and that’s how I’ll refer to it for the rest of the article. This is especially useful for things like Twitter or messaging clients that work well with a single vertical strip of screen space. Metro Snap will only work on panels that are 1366x768 or higher—anything smaller has too few horizontal pixels to make effective use of the feature—but the Windows desktop’s Aero Snap features will continue to work as they did in Windows 7.


Party Cat knows when it is time to party. Also, the app drawer is on the left.

Metro has a few menus that can always be brought up no matter what app you’re using: the left edge of the screen is for an application drawer (above), which serves a function similar to the application switchers in iOS and Android. It shows all of your currently running apps and allows you to either switch to them from the currently running app or close them. The desktop will show up in the application drawer as a single item regardless of how many programs you have running on it, and while you can “close” it, this only makes the tile vanish from the drawer, and won’t close any of the programs running on the desktop.

Update: Several readers have pointed out that right-clicking in the lower left corner of the screen brings up a mini-Start menu of sorts, where the Explorer, Search, the Run dialog box and several control panels can be accessed more easily. Thanks to all who sent this in!

The right edge of the screen is for Charms (above), Microsoft’s name for the buttons that let you access several high-level settings and features. The Charms are, from top to bottom:

  • Search, which brings up the Search menu (which, remember, can also be invoked by typing from the Start screen). The default search view is Apps.
  • Share. While in a Metro app like Photos, you could use this charm to send a picture to someone using another Metro app like Mail.
  • Start, which brings up the Start screen.
  • Devices, which brings up attached devices like printers and extra monitors and gives you some configuration options for them—for instance, it will allow you to change your display settings if you’ve got a second monitor or projector attached, and it will bring up a Print menu if you click an attached printer. This charm is context-sensitive—if there’s nothing in your app to print (or if the app doesn’t support it), for example, any printers attached to your computer won’t show up in the menu as a selectable option.
  • Settings. This brings up both general settings and options for the currently-running application as well as some system-wide settings like brightness, volume, notifications, language, network connectivity, and shutdown options. The “More PC Settings” link brings up the system-wide Metro control panel, where one can control things like the lock screen and Metro backgrounds, your PC’s refresh and reset functionality, and a few other settings.

 

Screen resolution requirements

As we’ve discussed, using Metro Snap requires a screen resolution of at least 1366x768, but there’s one more very important resolution requirement in Windows 8.

While working on my netbook, I quickly found that almost all Metro apps included in the Consumer Preview wouldn’t run on its 1024x600 display. After some research I found that, yes, Metro apps are only going to run on screens that are 1024x768 or higher. It’s important to give developers a minimum screen resolution to shoot for (and we may even see some tablets that use 1024x768 panels, given the precedent set by the iPad, the HP TouchPad, and others), but it means that users of PCs with smaller screens aren’t going to be able to use Windows 8’s defining feature (though the Start screen and system menus will still work just fine). This is too bad, since the limited amount of screen space on a netbook is a decent fit for Metro's simplified interface and full-screen apps.

Now that you know the basic features and layout of Metro, it’s time to teach you how to use it with a mouse and keyboard.

 

Windows Setup and OOBE Metro, cont'd: Mouse and Keyboard Usage and Conclusions
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  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Hopefully some of those multi-monitor and "four corners"-related issues get worked out in the release candidate. It would help a lot.
  • Impulses - Saturday, March 10, 2012 - link

    I'm not holding my breath for that... It took them until Windows 8 to add basic taskbars for the extra screens, it'll probably fall to 3rd party developers to make the whole Metro/Desktop paradigm usable with multiple displays, just like we relied on them for multiple taskbars, better wallpaper support, etc.
  • Exodite - Saturday, March 10, 2012 - link

    Well, I don't know if my 2c is worth much but the answer to that would - in my opinion - be 'why should we?'.

    I don't /have/ to use Windows, it's a personal choice.

    If the UI, or anything about the user experience in general really, ends up being a bother for me I can quite easily migrate to another platform.

    I suppose this is a good thing, if taking the long view. Microsoft might inadvertently encourage diversification of the desktop computer space by making W8 horrible to use for a notable minority.
  • B3an - Friday, March 9, 2012 - link

    @Andrew and everyone else who worked on this - great article :)

    It's nice to FINALLY see a very detailed article that shows all the improvements in Windows 8. Too many people are focused on just Metro. I'm sick of having to write long posts explaining to people how to use Win 8, and why it's faster and more powerful for most tasks if people would actually just learn new things, and then having to mention all the new features to the desktop. Now i can just refer people to this article ;)

    Great work.
  • jabber - Friday, March 9, 2012 - link

    Don't have time to learn new stuff that's not putting money in the bosses wallet, just need to get the work I'm paid to do done ASAP. That's why Windows 7 worked so well.

    Companies don't pay folks to sit and learn learn new software or want to hear them bleating on about how they don't know what to do.

    Too much like hard work. Sorry but that's how it is. Business as usual is king.

    I too can see some great improvements in 8 its just that it (as in Metro) is NOT designed for a standard run of the mill PC environment.

    Windows tablets are not going anywhere. That ship sailed for MS years ago. It's the Zune all over again in that regard. So just keep it for phones and maybe adding a little fun to those desktop all in one monstrosities that HP etc. make.
  • B3an - Saturday, March 10, 2012 - link

    I'm so glad MS have not listened to people like you with Win 8. If they did then im sure we'd all still be using Windows 3.1.

    And your comment makes no sense. Win 8 is faster for work when you actually get used to it, so in the long run this will pay off as people will be more productive. And people have to learn new software all the time, like the Ribbon in MS Office.
  • Magnus101 - Friday, March 9, 2012 - link

    I am on a multi-monitor setup and I tried the dev version in Virtual Box last month.
    I had to turn off Windows 8(had to do a different setting for the virtual machine, I think).
    Couldn't find where to power off.

    Found out by a video that I had to hoover in the right hand corner, but that didn't work. I thought the version I used had dumped that ability (the youtube video was quite old).
    So I had to look up a shortcut to open up the start menu and finally get it to shut down.

    Of couse the problem was that I used multiple monitors (use 3) and that I coudln't "snap" to the point where the start menu was.
    This shows how extremely bad this is.

    Another idiotic thing with metro is that programs behaves like apps on a mobile phone. They don't really shut down unless you force them to.
    I tried one of the metro games where there was some music playing. There was no option to quit the game, so when I left it, the music was STILL playing in the background.

    I had to force close the damn thing to stop the music playing!

    And I find absolutely nothing that makes my experience better with metro than the Windows 7 taskbar. Less clicks and more things in a smaller place is ideal for me. Not to mention that the horizontal scrolling is idiotic in metro.

    Look at how Unity in Ubuntu was received when it was released. People fled to Linux Mint, where there are options to use the "old style" desktop.

    One thing that was really good with Windows 8, though, was the new Explorer with many enhancements and actually more space (the bottom part is free compared to win 7).

    I just wish there would be a "Windows 8 desktop" version where the users like me who don't have a windows tablet, Xbox 360 or a windows phone could enjoy the other enhancements not letting metro totally destroy the experience!
    I guess 80-90% will still use older windows version even at the end of 2013 if nothing is done about this crap. Things like metro or unity just doesn't work on a normal Pc and aren't well received by users!
  • faizoff - Friday, March 9, 2012 - link

    You might want to try out the Consumer preview since you've tried the metro apps on the Dev preview. They mention in the article about closing out the apps. They aren't that difficult to close now. Though shutting down and restarting the computer is still a chore.
  • PopinFRESH007 - Sunday, April 15, 2012 - link

    Hovering the mouse over the left most 80 pixels to pop out the multi-tasking tray and then click-holding the app and dragging it down is a whole lot more work than clicking a little red x.
  • faizoff - Friday, March 9, 2012 - link

    I'll have to read this thoroughly when I get home. I find myself really liking Metro even on a PC. I don't see myself getting it when it comes out for the PC though. Only way I'm getting it is when Win 8 tablets come out.

    Skimming through the comments, I had mentioned about the restart and shutting down annoyance. I found a shortcut that allows to place a tile on the metro screen thereby clicking only once to shutdown or restart the computer.

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