Setup Guide
March 31, 2026 10 min read IT Cares Tech Team

How to Set Up a New Computer — Complete Canada Guide (2026)

Getting a new computer is exciting — but the first hour of setup can be daunting, especially when Windows asks seventeen questions in a row or the Mac migration wizard seems to take forever. This complete guide walks you through every step from unboxing to a fully configured, secure, backed-up computer, covering both Windows 11 and macOS.

Table of Contents

  1. Step 1: Unboxing and First Physical Setup
  2. Step 2: Windows 11 or macOS First Boot
  3. Step 3: Account Setup (Microsoft / Apple ID)
  4. Step 4: Run All Updates First
  5. Step 5: Remove Bloatware
  6. Step 6: Transfer Files from Your Old Computer
  7. Step 7: Install Essential Software
  8. Step 8: Set Up Your Email
  9. Step 9: Security Basics
  10. Step 10: Set Up Backup
  11. Frequently Asked Questions

Step 1: Unboxing and First Physical Setup

Before turning it on, take a moment to set up the physical environment correctly — this is often overlooked but matters for the long term:

Step 2: First Boot — What to Expect

Windows 11 First Boot

The Windows setup wizard (OOBE — Out of Box Experience) will ask you the following. Here is what to select:

  1. Country/Region: Select Canada
  2. Keyboard layout: English (Canada) or French (Canada) depending on your preference
  3. Second keyboard layout: Skip unless needed
  4. Connect to Wi-Fi: Select your network and enter your password. Or use ethernet for speed.
  5. Sign in with Microsoft account: Create one or sign in. See Step 3 below.
  6. Privacy settings: Review each one. You can safely turn off most data-sharing options — location, diagnostic data, tailored experiences, ad ID. Windows works perfectly with these off.
  7. OneDrive backup: You can enable this now or later. It is recommended.
  8. Set up as new PC (do not restore from a backup unless you have a specific Windows backup from your old computer)

macOS First Boot

  1. Select your country and language
  2. Connect to Wi-Fi
  3. Sign in with your Apple ID (creates iCloud, App Store access, and FaceTime). Create one at appleid.apple.com if you do not have one.
  4. Migration Assistant: If you have an old Mac, this is the best time to transfer your data — it copies everything automatically over Wi-Fi. Both computers must be on and on the same network.
  5. Set up Touch ID (fingerprint) if your Mac supports it
  6. Select your iCloud settings — enable Desktop and Documents sync if you want cloud backup

Step 3: Account Setup

Microsoft Account (Windows)

A Microsoft account (free at account.microsoft.com) gives you:

Use your existing email (Gmail, Yahoo, etc.) to create one — you do not need an @outlook.com address.

Apple ID (Mac)

Your Apple ID gives you iCloud, the App Store, FaceTime, and iMessage. Create one at appleid.apple.com using any email address. Enable two-factor authentication for security.

Step 4: Run All Updates First — Before Everything Else

This is the single most important first step that most people skip. New computers often ship with software that is months old. Running updates immediately:

Windows: Settings › Windows Update › Check for Updates. Install all updates. Restart when prompted. Check again — there are often multiple rounds of updates. This process can take 30–90 minutes on a new computer.

Mac: System Settings › General › Software Update. Install all available updates.

Do this before installing any other software. Updates sometimes require a restart that can interrupt a software installation.

Step 5: Remove Bloatware (Windows PCs Especially)

Most new Windows computers — especially from HP, Dell, Lenovo, and ASUS — come with pre-installed software called bloatware. This includes expired antivirus trials, games, browser toolbars, and manufacturer utilities that run at startup.

Go to Settings › Apps › Installed Apps and remove:

On a freshly purchased Lenovo IdeaPad, for example, we typically remove 8–12 pre-installed programs during a setup session.

Step 6: Transfer Files from Your Old Computer

Option 1: External Hard Drive or USB Drive (Most Common)

  1. On your old computer, plug in the external drive
  2. Copy these folders: Documents, Desktop, Downloads, Pictures, Music, Videos
  3. Also export your browser bookmarks (Chrome: Menu › Bookmarks › Export)
  4. Plug the drive into your new computer and copy the folders to the same locations

Option 2: Cloud Storage (OneDrive / iCloud)

  1. On your old computer, upload files to OneDrive (Windows) or iCloud Drive (Mac)
  2. Sign into the same account on your new computer
  3. Files sync automatically — no drive needed
  4. This method is slower but requires no physical media

Option 3: Windows Easy Transfer / Mac Migration Assistant

Both Windows and macOS include built-in migration tools. Windows' built-in migration is limited in Windows 11, but third-party tools like PCmover Express (free for basic transfers) can move files and settings automatically over a network or USB cable.

Before transferring: Make sure your old computer is free of viruses. Transferring files from an infected machine can bring the infection to your new computer.

Step 7: Install Essential Software

Install only what you actually need. Here are our recommendations for Canadian users:

Browser

Google Chrome or Mozilla Firefox (Edge is already installed on Windows and is excellent)

Office Suite

Microsoft 365 (paid, $109/yr CAD) or LibreOffice (free). Google Docs in browser also works.

Video Calls

Zoom (free), Microsoft Teams (free with Microsoft account), or FaceTime (Mac)

Password Manager

Bitwarden (free, open source) or 1Password ($36 CAD/yr). Essential for password security.

Media Playback

VLC Media Player (free) — plays every video and audio format without codec issues

PDF Reader

Modern browsers open PDFs natively. If you need more features, Adobe Acrobat Reader is free.

Security

Windows Defender (built-in) + uBlock Origin browser extension + Malwarebytes Free for periodic scans

Cloud Backup

OneDrive (5 GB free, included with Windows) or Backblaze ($10 USD/month for unlimited backup)

Step 8: Set Up Your Email

Gmail (Google)

Go to gmail.com in your browser and sign in. For a desktop app experience, add Gmail to the Windows Mail app or use the free Outlook app (which supports Gmail). On Mac, the built-in Mail app connects to Gmail easily: System Settings › Internet Accounts › Google.

Outlook / Hotmail / Live (Microsoft)

Sign in at outlook.com in the browser, or use the Outlook app (included with Microsoft 365, or free as the Outlook app from the Microsoft Store). On Mac, Outlook for Mac is available from the App Store.

Internet Service Provider Email (Shaw, Rogers, Bell, Videotron, etc.)

These can be configured in any email client using IMAP settings. However, ISP email addresses are tied to your internet service — if you change providers, you lose the address. Migrating to Gmail or Outlook.com now, while both computers are available, saves trouble later.

Tip: Install the uBlock Origin browser extension immediately after installing your browser. It blocks most online ads, pop-ups, and malicious advertising — one of the highest-value free security measures available.

Step 9: Security Basics

Step 10: Set Up Backup

A computer is replaceable. Your photos, documents, and years of files are not. A 3-2-1 backup strategy is ideal: 3 copies of your data, on 2 different media types, with 1 off-site copy. For home users, a simpler approach works:

Option A: OneDrive (Windows) — Free, Automatic

  1. Click the OneDrive cloud icon in the system tray (bottom right)
  2. Sign in with your Microsoft account
  3. Go to OneDrive Settings › Sync and Backup › Manage backup
  4. Turn on backup for Desktop, Documents, and Pictures
  5. Files now sync automatically to Microsoft's servers — available from any device

Option B: External Drive + Windows File History

  1. Plug in an external USB drive (1 TB drives cost approximately $60–$80 CAD)
  2. Search "Backup settings" in Windows, click "Add a drive" and select your external drive
  3. Windows File History now backs up your files automatically every hour

Option C: Time Machine (Mac)

  1. Plug in an external drive
  2. System Settings › General › Time Machine
  3. Add the external drive as your backup disk
  4. Time Machine backs up every hour automatically, keeping hourly snapshots for the past 24 hours

Frequently Asked Questions

Do I need a Microsoft account to set up a new Windows PC?
Windows 11 strongly encourages a Microsoft account, but you can set up a local account without one. During setup, disconnect from the internet temporarily and Windows will offer a local account option. A Microsoft account provides OneDrive backup, synced settings, and easier password recovery — so it is worth creating unless you have specific privacy reasons not to.
How do I transfer files from my old computer to a new one?
The easiest method is an external hard drive: copy your Documents, Desktop, Downloads, and Pictures folders from the old computer, then copy to the new one. Alternatively, upload to OneDrive from the old computer and sync to the new one. For large file collections, a direct network transfer or USB-to-USB cable is faster.
What should I do first when setting up a new Windows 11 computer?
Run Windows Update and install all available updates — this can take 30–90 minutes and requires a restart. This is the most important first step. Then uninstall pre-installed bloatware, set up your browser and email, install essential software, and configure backup.
Do new computers come with Microsoft Office pre-installed?
Most new Windows PCs include a trial version of Microsoft 365 that works for 30–90 days before requiring a paid subscription ($109 CAD/year for Personal). If you do not want to pay, LibreOffice is a free, fully functional alternative that opens and saves Word, Excel, and PowerPoint files.
How do I set up automatic backup on a new computer?
For Windows: OneDrive gives you 5 GB free and automatically backs up your Desktop, Documents, and Pictures folders. Go to OneDrive settings and turn on 'Back up my files.' For an external drive backup, search 'Backup settings' in Windows and set up File History. For Mac: Time Machine with an external drive runs automatically every hour.
What bloatware should I remove from a new Windows computer?
Remove: McAfee or Norton antivirus trials (they slow the computer when expired), Candy Crush and sponsored games, manufacturer support utilities that run at startup, and third-party browser toolbars. Go to Settings > Apps > Installed Apps, sort by 'Recently added,' and review what came pre-installed.
Should I set up a local account or Microsoft account on Windows 11?
A Microsoft account is recommended for most users because it enables OneDrive automatic backup, easy password recovery, and synced settings. For maximum privacy, a local account is an option but requires more manual backup management.
Can a technician help set up my new computer remotely?
Yes. IT Cares provides professional new computer setup as a remote service. A certified technician connects to your new computer and handles all setup steps (updates, bloatware removal, software installation, email configuration, backup setup, and security hardening) in a single 60–90 minute session. Call (581) 398-1270 or book online.

Let Us Set Up Your New Computer — Professionally

IT Cares handles new computer setup remotely across Canada. Updates, bloatware removal, email, backup, and security — done in one session. Flat rate, 7 days a week.

Book a Setup Session (581) 398-1270

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