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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  • phoenix_rizzen - Friday, March 9, 2012 - link

    God that Start Screen is ugly, disorganised, and hard to look at. Boxes are different sizes. Boxes are different colours with no apparent relationship between colours and program groups. Some have graphics, some have icons, some have multiple lines of text. There's no symmetry to anything. It's just like the default Control Panel layout in Windows 7 ... a disorganised mess.

    The fact that they had to add a search field, and implement "type to start searching" is a giant red flag that should have warned them they had failed. You should not need a search option for your program launcher.

    Granted, the default layout of the Start Menu in every previous version of Windows wasn't much better, as there was no enforced organisation (each vendor dropped whatever they wanted, wherever they wanted), but at least it was easy-to-navigate and easy-to-scan to find things.
  • Kiouerti - Friday, March 9, 2012 - link

    I have to agree. The aesthetics of the Metro are just horrible.
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Aesthetic issues aside, almost all modern OSes have a search feature built into their launchers: the Windows 7 Start menu has one, OS X and iOS have Spotlight, Android has one... they're pretty much universal.
  • phoenix_rizzen - Saturday, March 10, 2012 - link

    They might be universal, but Metro Start Screen basically makes it required/mandatory.

    Search in KDE's Lancelot and whatever the default menu is called is optional. Everything is organised according to type of task and easily reachable in under 4 clicks (generally 2 clicks). But you can type-to-search if you aren't sure where to find something.

    Search in the Windows 7 Start Menu is optional. Things are still (sorta) organised, although by vendor instead of by task, and still easy enough to find things.

    Same with Windows Vista Start Menu.

    Search is optional. Metro Start Screen basically requires type-to-search to find anything. Otherwise, you have to spent minutes trying to read everything onscreen to find anything.
  • p05esto - Friday, March 9, 2012 - link

    Right, why in the world is there a search box at all on a computer? lol. If you can't organize files and put applications int he right place then you need to go back to a pen and paper. A search box is not a navigation option, it's a last resort and a cumbersome at that for the unorganized.
  • phoenix_rizzen - Saturday, March 10, 2012 - link

    IOW, you agree with what I'm saying. ;)
  • dan0512 - Friday, March 9, 2012 - link

    If I can't change the name of the executable window to Programs, then I won't buy this product. I hate the noun "Apps".
  • alpha754293 - Friday, March 9, 2012 - link

    bwahahahahahaa.....

    that's all I gotta say about that.

    (Surprised that given the specs of the systems, that people couldn't have deduced that he's testing with whatever hardware he had laying around....)

    bwahahahahaha...still that update is hilarious! (And the fact that he had to write the update...makes it that much the better...)
  • Andrew.a.cunningham - Friday, March 9, 2012 - link

    Glad I'm not the only one seeing the humor in it. :-)
  • Mathragh - Friday, March 9, 2012 - link

    Just made this account to express my gratitude for the author(s) of this article.

    This has been the most complete, readable and (arguably) objective article about the consumer previes so far, so great job!

    I also think that most of the people really underestimate the time and effort that goes into writing something like this, so even more kudo's for not letting yourself brought down by some of the comments people make!

    Also, I have been using this version of windows 8 for some time now as main OS on my laptop, and it is indeed how you described it yourself aswell. The more time you spent using it, the more you start to like it. All the added functionality is really awesome. The only thing I dont really get the the fact that the desktop version of remote desktop has been hidden like this. If not for this article I wouldnt even have known it still existed.

    Keep up the writing! Loving every article on this site.

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