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---
title: Upgrade Analytics - Additional insights
description: Explains additional features of Upgrade Analytics.
ms.prod: w10
author: greg-lindsay
---
# Upgrade Analytics - Additional insights
This topic provides information on additional features that are available in Upgrade Analytics to provide insights into your environment. These include:
- [Site discovery](#site-discovery): An inventory of web sites that are accessed by client computers running Windows 7 or Windows 8.1 using Internet Explorer.
- [Office add-ins](#office-add-ins): A list of the Microsoft Office add-ins that are installed on client computers.
## Site discovery
The site discovery feature in Upgrade Analytics provides an inventory of web sites that are accessed by client computers using Internet Explorer on Windows 8.1 and Windows 7. Site discovery does not include sites that are accessed using other Web browsers, such as Microsoft Edge. Site inventory information is provided as optional data related to upgrading to Windows 10 and Internet Explorer 11, and is meant to help prioritize compatibility testing for web applications. You can make more informed decisions about testing based on usage data.
> Note: Site discovery data is disabled by default; you can find documentation on what is collected in the [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965). After you turn on this feature, data is collected on all sites visited by Internet Explorer, except during InPrivate sessions. In addition, the data collection process is silent, without notification to the employee. You are responsible for ensuring that your use of this feature complies with all applicable local laws and regulatory requirements, including any requirements to provide notice to employees.
### Install prerequisite security update for Internet Explorer
Ensure the following prerequisites are met before using site discovery:
1. Install the latest [Windows Monthly Rollup](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=security%20monthly%20quality%20rollup). This functionality has been included in Internet Explorer 11 starting with the July 2016 Cumulative Update.
2. Install the update for customer experience and diagnostic telemetery ([KB3080149](https://support.microsoft.com/kb/3080149)).
3. Enable Internet Explorer data collection, which is disabled by default. The best way to enable it is to modify the [Upgrade Analytics deployment script](upgrade-analytics-deployment-script.md) to allow Internet Explorer data collection before you run it.
If necessary, you can also enable it by creating the following registry entry.
HKLM\Software\Microsoft\Windows\CurrentVersion\Policies\DataCollection
Entry name: IEDataOptIn
Data type: DWORD
Values:
> *IEOptInLevel = 0 Internet Explorer data collection is disabled*
>
> *IEOptInLevel = 1 Data collection is enabled for sites in the Local intranet + Trusted sites + Machine local zones*
>
> *IEOptInLevel = 2 Data collection is enabled for sites in the Internet + Restricted sites zones*
>
> *IEOptInLevel = 3 Data collection is enabled for all sites*
For more information about Internet Explorer Security Zones, see [About URL Security Zones](https://msdn.microsoft.com/library/ms537183.aspx).
![Create the IEDataOptIn registry key](images/upgrade-analytics-create-iedataoptin.png)
### Review most active sites
This blade indicates the most visited sites by computers in your environment. Review this list to determine which web applications and sites are used most frequently. The number of visits is based on the total number of views, and not by the number of unique devices accessing a page.
For each site, the fully qualified domain name will be listed. You can sort the data by domain name or by URL.
![Most active sites](Images/upgrade-analytics-most-active-sites.png)
Click the name of any site in the list to drill down into more details about the visits, including the time of each visit and the computer name.
![Site domain detail](images/upgrade-analytics-site-domain-detail.png)
### Review document modes in use
This blade provides information about which document modes are used in the sites that are visited in your environment. Document modes are used to provide compatibility with older versions of Internet Explorer. Sites that use older technologies may require additional testing and are less likely to be compatible with Microsoft Edge. Counts are based on total page views and not the number of unique devices. For more information about document modes, see [Deprecated document modes](https://technet.microsoft.com/itpro/internet-explorer/ie11-deploy-guide/deprecated-document-modes).
![Site activity by document mode](images/upgrade-analytics-site-activity-by-doc-mode.png)
### Run browser-related queries
You can run predefined queries to capture more info, such as sites that have Enterprise Mode enabled, or the number of unique computers that have visited a site. For example, this query returns the most used ActiveX controls. You can modify and save the predefined queries.
![](images/upgrade-analytics-query-activex-name.png)
## Office add-ins
Office add-ins provides a list of the Microsoft Office add-ins in your environment, and enumerates the computers that have these add-ins installed. This information should not affect the upgrade decision workflow, but can be helpful to an administrator.
## Related topics
[Upgrade Analytics release notes](upgrade-analytics-release-notes.md)

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title: Upgrade Analytics architecture (Windows 10) title: Upgrade Analytics architecture (Windows 10)
description: Describes Upgrade Analytics architecture. description: Describes Upgrade Analytics architecture.
ms.prod: w10 ms.prod: w10
author: MaggiePucciEvans author: greg-lindsay
--- ---
# Upgrade Analytics architecture # Upgrade Analytics architecture
@ -19,16 +19,12 @@ After you enable Windows telemetry on user computers and install the compatibili
For more information about what telemetry data Microsoft collects and how that data is used and protected by Microsoft, see: For more information about what telemetry data Microsoft collects and how that data is used and protected by Microsoft, see:
[Configure Windows telemetry in your organization](https://technet.microsoft.com/itpro/windows/manage/configure-windows-telemetry-in-your-organization) [Configure Windows telemetry in your organization](https://technet.microsoft.com/itpro/windows/manage/configure-windows-telemetry-in-your-organization)<BR>
[Manage connections from Windows operating system components to Microsoft services](https://technet.microsoft.com/itpro/windows/manage/manage-connections-from-windows-operating-system-components-to-microsoft-services)<BR>
[Manage connections from Windows operating system components to Microsoft services](https://technet.microsoft.com/itpro/windows/manage/manage-connections-from-windows-operating-system-components-to-microsoft-services) [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965)<BR>
[Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965)
##**Related topics** ##**Related topics**
[Upgrade Analytics requirements](upgrade-analytics-requirements.md) [Upgrade Analytics requirements](upgrade-analytics-requirements.md)<BR>
[Upgrade Analytics release notes](upgrade-analytics-release-notes.md)<BR>
[Upgrade Analytics release notes](upgrade-analytics-release-notes.md) [Get started with Upgrade Analytics](upgrade-analytics-get-started.md)<BR>
[Get started with Upgrade Analytics](upgrade-analytics-get-started.md)

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title: Upgrade Analytics - Get a list of computers that are upgrade-ready (Windows 10) title: Upgrade Analytics - Get a list of computers that are upgrade-ready (Windows 10)
description: Describes how to get a list of computers that are ready to be upgraded in Upgrade Analytics. description: Describes how to get a list of computers that are ready to be upgraded in Upgrade Analytics.
ms.prod: w10 ms.prod: w10
author: MaggiePucciEvans author: greg-lindsay
--- ---
# Upgrade Analytics - Get a list of computers that are upgrade ready # Upgrade Analytics - Step 3: Deploy Windows
All of your work up to now involved reviewing and resolving application and driver issues. Along the way, as you’ve resolved issues and decided which applications and drivers are ready to upgrade, you’ve been building a list of computers that are upgrade ready.
All of your work up to now involved reviewing and resolving application and driver issues. Along the way, as you’ve resolved issues and decided which applications and drivers are ready to upgrade, you’ve been building a list of computers that are upgrade ready.
The blades in the **Deploy** section are: The blades in the **Deploy** section are:
- [Deploy eligible computers](#deploy-eligible-computers)
- [Deploy computers by group](#computer-groups)
>Computers that are listed in this step are assigned an **UpgradeDecision** value, and the total count of computers in each upgrade decision category is displayed. Additionally, computers are assigned an **UpgradeAssessment** value. This value is displayed by drilling down into a specific upgrade decision category. For information about upgrade assessment values, see [Upgrade assessment](#upgrade-assessment).
## Deploy eligible computers ## Deploy eligible computers
Computers grouped by deployment decision are listed. In this blade, computers grouped by upgrade decision are listed. The upgrade decision on the machines is a calculated value based on the upgrade decision status for the apps and drivers installed on the computer. This value cannot be modified directly. The upgrade decision is calculated in the following ways:
- **Review in progress**: At least one app or driver installed on the computer is marked **Review in progress**.
- **Ready to upgrade**: All apps and drivers installed on the computer are marked as **Ready to Upgrade**.
- **Won’t upgrade**: At least one app or driver installed on the computer is marked as **Won’t upgrade**, or a system requirement is not met.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE <!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image9.png" width="195" height="316" /> <img src="media/image9.png" width="195" height="316" />
--> -->
![Deploy eligible computers](images/upgrade-analytics-deploy-eligible.png) ![Deploy eligible computers](images/ua-cg-16.png)
Select **Export computers** for more details, including computer name, manufacturer and model, and Windows edition currently running on the computer. Sort or further query the data and then select **Export** to generate and save a comma-separated value (csv) list of upgrade-ready computers. Select **Export computers** for more details, including computer name, manufacturer and model, and Windows edition currently running on the computer. Sort or further query the data and then select **Export** to generate and save a comma-separated value (csv) list of upgrade-ready computers.
>**Important**<br> When viewing inventory items in table view, the maximum number of rows that can be viewed and exported is limited to 5,000. If you need to view or export more than 5,000 items, reduce the scope of the query so you can export fewer items at a time. >**Important**<br> When viewing inventory items in table view, the maximum number of rows that can be viewed and exported is limited to 5,000. If you need to view or export more than 5,000 items, reduce the scope of the query so you can export fewer items at a time.
## Computer groups
Computer groups allow you to segment your environment by creating device groups based on OMS log search results, or by importing groups from Active Directory, WSUS or System Center Configuration Manager. Computer groups are an OMS feature. For more information, see [Computer groups in OMS](https://blogs.technet.microsoft.com/msoms/2016/04/04/computer-groups-in-oms/).
Query based computer groups are recommended in the initial release of this feature. A feature known as **Configuration Manager Upgrade Analytics Connector** is anticipated in a future release that will enable synchronization of **ConfigMgr Collections** with computer groups in OMS.
### Getting started with Computer Groups
When you sign in to OMS, you will see a new blade entitled **Computer Groups**. See the following example:
![Computer groups](images/ua-cg-01.png)
To create a computer group, open **Log Search** and create a query based on **Type=UAComputer**, for example:
```
Type=UAComputer Manufacturer=DELL
```
![Computer groups](images/ua-cg-02.png)
When you are satisfied that the query is returning the intended results, add the following text to your search:
```
| measure count() by Computer
```
This will ensure every computer only shows up once. Then, save your group by clicking **Save** and **Yes**. See the following example:
![Computer groups](images/ua-cg-03.png)
Your new computer group will now be available in Upgrade Analytics. See the following example:
![Computer groups](images/ua-cg-04.png)
### Using Computer Groups
When you drill into a computer group, you will see that computers are categorized by **UpgradeDecision**. For computers with the status **Review in progress** or **Won’t upgrade** you can drill down to view issues that cause a computer to be in each category, or you can simply display a list of the computers in the category. For computers that are designated **Ready to upgrade**, you can go directly to the list of computers that are ready.
![Computer groups](images/ua-cg-05.png)
Viewing a list of computers in a certain status is self-explanatory, Let’s look at what happens when you click the details link on **Review in progress**:
![Computer groups](images/ua-cg-06.png)
Next, select if you want to see application issues (**UAApp**) or driver issues (**UADriver**). See the following example of selecting **UAApp**:
![Computer groups](images/ua-cg-07.png)
A list of apps that require review so that Dell Computers are ready for upgrade to Windows 10 is displayed.
### Upgrade assessment
Upgrade assessment and guidance details are explained in the following table.
| Upgrade assessment | Action required before or after upgrade pilot? | Issue | What it means | Guidance |
|-----------------------|------------------------------------------------|----------|-----------------|---------------|
| No known issues | No | None | Computers will upgrade seamlessly.<br> | OK to use as-is in pilot. |
| OK to pilot, fixed during upgrade | No, for awareness only | Application or driver will not migrate to new OS | The currently installed version of an application or driver won’t migrate to the new operating system; however, a compatible version is installed with the new operating system. | OK to use as-is in pilot. |
| OK to pilot with new driver from Windows Update | Yes | Driver will not migrate to new OS | The currently installed version of a driver won’t migrate to the new operating system; however, a newer, compatible version is available from Windows Update. | Although a compatible version of the driver is installed during upgrade, a newer version is available from Windows Update. <br><br>If the computer automatically receives updates from Windows Update, no action is required. Otherwise, replace the new in-box driver with the Windows Update version after upgrading. <br> <br> |
Select **Export computers** to view pilot-ready computers organized by operating system. After you select the computers you want to use in a pilot, click Export to generate and save a comma-separated value (csv) file.
>**Important**> When viewing inventory items in table view, the maximum number of rows that can be viewed and exported is limited to 5,000. If you need to view or export more than 5,000 items, reduce the scope of the query so you can export fewer items at a time.

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---
title: Upgrade Analytics deployment script (Windows 10)
description: Deployment script for Upgrade Analytics.
ms.prod: w10
ms.mktglfcycl: deploy
ms.sitesec: library
ms.pagetype: deploy
author: greg-lindsay
---
# Upgrade Analytics deployment script
To automate the steps provided in [Get started with Upgrade Analytics](upgrade-analytics-get-started.md), and to troubleshoot data sharing issues, you can run the [Upgrade Analytics deployment script](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409), developed by Microsoft.
For detailed information about using the upgrade analytics deployment script, also see the [Upgrade Analytics blog](https://blogs.technet.microsoft.com/upgradeanalytics/2016/09/20/new-version-of-the-upgrade-analytics-deployment-script-available/).
> The following guidance applies to version 11.11.16 or later of the Upgrade Analytics deployment script. If you are using an older version, please download the latest from [Download Center](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409).
The Upgrade Analytics deployment script does the following:
1. Sets commercial ID key + CommercialDataOptIn + RequestAllAppraiserVersions keys.
2. Verifies that user computers can send data to Microsoft.
3. Checks whether the computer has a pending restart.  
4. Verifies that the latest version of KB package 10.0.x is installed (version 10.0.14348 or later is required, but version 10.0.14913 or later is recommended).
5. If enabled, turns on verbose mode for troubleshooting.
6. Initiates the collection of the telemetry data that Microsoft needs to assess your organization’s upgrade readiness.
7. If enabled, displays the script’s progress in a cmd window, providing you immediate visibility into issues (success or fail for each step) and/or writes to log file.
To run the Upgrade Analytics deployment script:
1. Download the [Upgrade Analytics deployment script](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409) and extract UpgradeAnalytics.zip. Inside, there are two folders: Pilot and Deployment. The Pilot folder contains advanced logging that can help troubleshoot issues and is intended to be run from an elevated command prompt. The Deployment folder offers a lightweight script intended for broad deployment through ConfigMgr or other software deployment system. We recommend manually running the Pilot version of the script on 5-10 machines to verify that everything is configured correctly. Once you have confirmed that data is flowing successfully, proceed to run the Deployment version throughout your organization.
2. Edit the following parameters in RunConfig.bat:
1. Provide a storage location for log information. You can store log information on a remote file share or a local directory. If the script is blocked from creating the log file for the given path, it creates the log files in the drive with the Windows directory. Example: %SystemDrive%\\UADiagnostics
2. Input your commercial ID key. This can be found in your OMS workspace under Settings -> Connected Sources -> Windows Telemetry.
3. By default, the script sends log information to both the console and the log file. To change the default behavior, use one of the following options:
> *logMode = 0 log to console only*
>
> *logMode = 1 log to file and console*
>
> *logMode = 2 log to file only*
3. To enable Internet Explorer data collection, set AllowIEData to IEDataOptIn. By default, AllowIEData is set to Disable. Then use one of the following options to determine what Internet Explorer data can be collected:
> *IEOptInLevel = 0 Internet Explorer data collection is disabled*
>
> *IEOptInLevel = 1 Data collection is enabled for sites in the Local intranet + Trusted sites + Machine local zones*
>
> *IEOptInLevel = 2 Data collection is enabled for sites in the Internet + Restricted sites zones*
>
> *IEOptInLevel = 3 Data collection is enabled for all sites*
4. After you finish editing the parameters in RunConfig.bat, you are ready to run the script. If you are using the Pilot version, run RunConfig.bat from an elevated command prompt. If you are using the Deployment version, use ConfigMgr or other software deployment service to run RunConfig.bat as system.
The deployment script displays the following exit codes to let you know if it was successful, or if an error was encountered.
<div style='font-size:10.0pt'>
<TABLE border=1 cellspacing=0 cellpadding=0>
<TR><TH BGCOLOR="#a0e4fa">Exit code<TH BGCOLOR="#a0e4fa">Meaning<TH BGCOLOR="#a0e4fa">Suggested fix
<TR><TD>0<TD>Success<TD>
<TR><TD>1<TD>Unexpected error occurred while executing the script<TD> The files in the deployment script are likely corrupted. Download the [latest script](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409) from the download center and try again.
<TR><TD>2<TD>Error when logging to console. $logMode = 0.<TD> Try changing the $logMode value to **1** and try again.
<TR><TD>3<TD>Error when logging to console and file. $logMode = 1.<TD>Verify that you have set the logPath parameter in RunConfig.bat, and that the configuration script has access to connect and write to this location.
<TR><TD>4<TD>Error when logging to file. $logMode = 2.<TD>Verify that you have set the logPath parameter in RunConfig.bat, and that the configuration script has access to connect and write to this location.
<TR><TD>5<TD>Error when logging to console and file. $logMode = unknown.<TD>Verify that you have set the logPath parameter in RunConfig.bat, and that the configuration script has access to connect and write to this location.
<TR><TD>6<TD>The commercialID parameter is set to unknown. Modify the script.<TD>Set the value for CommercialID in runconfig.bat file.
<TR><TD>8<TD>Failure to create registry key path: HKLM:\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\DataCollection. <TD> Verify that the configuration script has access to this location.
<TR><TD>9<TD>Error when writing CommercialId to registry.<TD>Verify that the configuration script has access to this location.
<TR><TD>10<TD>Error when writing CommercialDataOptIn to registry.<TD>Verify that the configuration script has access to this location.
<TR><TD>11<TD>Function -SetupCommercialId: Unexpected failure.<TD>Verify that the configuration script has access to this location.
<TR><TD>12<TD>Can’t connect to Microsoft – Vortex. Check your network/proxy settings.<TD>Verify that the required endpoints are whitelisted correctly.
<TR><TD>13<TD>Can’t connect to Microsoft – setting. <TD>Verify that the required endpoints are whitelisted correctly.
<TR><TD>14<TD>Can’t connect to Microsoft – compatexchange.<TD> Verify that the required endpoints are whitelisted.
<TR><TD>15<TD>Error connecting to Microsoft:Unexpected failure.<TD>
<TR><TD>16<TD>Machine requires reboot.<TD> The reboot is required to complete the installation of the compatibility update and related KBs. Reboot the machine before running the Upgrade Analytics deployment script.
<TR><TD>17<TD>Function -CheckRebootRequired: Unexpected failure.<TD>The reboot is required to complete the installation of the compatibility update and related KBs. Reboot the machine before running the Upgrade Analytics deployment script.
<TR><TD>18<TD>Outdated compatibility update KB package. Update via Windows Update/WSUS.<TD>
The configuration script detected a version of the Compatibility update module that is older than the minimum required to correctly collect the data required by Upgrade Analytics solution. Use the latest version of the Compatibility update for Windows 7 SP1/Windows 8.1.
<TR><TD>19<TD>The compatibility update failed with unexpected exception.<TD> The files in the deployment script are likely corrupted. Download the [latest script](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409) from the download center and try again.
<TR><TD>20<TD>Error writing RequestAllAppraiserVersions registry key.<TD> This registry key is required for data collection to work correctly. Verify that the configuration script has access to this location.
<TR><TD>21<TD>Function – SetRequestAllAppraiserVersions: Unexpected failure.<TD>This registry key is required for data collection to work correctly. Verify that the configuration script has access to this location.
<TR><TD>22<TD>RunAppraiser failed with unexpected exception.<TD> Check %windir%\System32 directory for a file called CompatTelRunner.exe. If the file does not exist, reinstall the required compatibility updates which include this file, and check your organization group policy to make sure it does not remove this file.
<TR><TD>23<TD>Error finding system variable %WINDIR%.<TD> Make sure that this environment variable is available on the machine.
<TR><TD>24<TD>SetIEDataOptIn failed when writing IEDataOptIn to registry.<TD> Verify that the deployment script in running in a context that has access to the registry key.
<TR><TD>25<TD>SetIEDataOptIn failed with unexpected exception.<TD> The files in the deployment script are likely corrupted. Download the latest script from the [download center](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409) and try again.
<TR><TD>26<TD>The operating system is Server or LTSB SKU.<TD> The script does not support Server or LTSB SKUs.
<TR><TD>27<TD>The script is not running under System account.<TD>The Upgrade Analytics configuration script must be run as system.
<TR><TD>28<TD>Could not create log file at the specified logPath.<TD> Make sure the deployment script has access to the location specified in the logPath parameter.
<TR><TD>29<TD> Connectivity check failed for proxy authentication. <TD> Install the cumulative updates on the machine and enable the `DisableEnterpriseAuthProxy` authentication proxy setting. The `DisableEnterpriseAuthProxy` setting is enabled by default for Windows 7. For Windows 8.1 machines, set the `DisableEnterpriseAuthProxy` setting to **0** (not disabled). For more information on authentication proxy support, see [this blog post](https://go.microsoft.com/fwlink/?linkid=838688).
<TR><TD>30<TD>Connectivity check failed. Registry key property `DisableEnterpriseAuthProxy` is not enabled.<TD> The `DisableEnterpriseAuthProxy` setting is enabled by default for Windows 7. For Windows 8.1 machines, set the `DisableEnterpriseAuthProxy` setting to **0** (not disabled). For more information on authentication proxy support, see [this blog post](https://go.microsoft.com/fwlink/?linkid=838688).
<TR><TD>31<TD>There is more than one instance of the Upgrade Analytics data collector running at the same time on this machine. <TD> Use the Windows Task Manager to check if CompatTelRunner.exe is running, and wait until it has completed to rerun the script.
**The Upgrade Analytics task is scheduled to run daily at 3 a.m.**
</TABLE>
</div>

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--- ---
title: Get started with Upgrade Analytics (Windows 10) title: Get started with Upgrade Analytics (Windows 10)
description: Explains how to get started with Upgrade Analytics. description: Explains how to get started with Upgrade Analytics.
ms.prod: w10 ms.prod: w10
@ -10,9 +10,25 @@ author: greg-lindsay
# Get started with Upgrade Analytics # Get started with Upgrade Analytics
This topic explains how to obtain and set up Upgrade Analytics components. If you haven’t done so already, see [Upgrade Analytics requirements](https://technet.microsoft.com/itpro/windows/deploy/upgrade-analytics-requirements) for information about requirements for using Upgrade Analytics. Also, check out the [Upgrade Analytics blog](https://blogs.technet.microsoft.com/UpgradeAnalytics) for new announcements and helpful tips for using Upgrade Analytics. This topic explains how to obtain and configure Upgrade Analytics for your organization.
You can use Upgrade Analytics to plan and manage your upgrade project end to end. After you’ve established communications between user computers and Microsoft, Upgrade Analytics collects computer, application, and driver data for analysis. This data is used to identify compatibility issues that can block your upgrade and to suggest fixes that are known to Microsoft. You can use Upgrade Analytics to plan and manage your upgrade project end-to-end. Upgrade Analytics works by establishing communications between computers in your organization and Microsoft. Upgrade Analytics collects computer, application, and driver data for analysis. This data is used to identify compatibility issues that can block your upgrade and to suggest fixes that are known to Microsoft.
Before you begin, consider reviewing the following helpful information:<BR>
- [Upgrade Analytics requirements](https://technet.microsoft.com/itpro/windows/deploy/upgrade-analytics-requirements): Provides detailed requirements to use Upgrade Analytics.<BR>
- [Upgrade Analytics blog](https://blogs.technet.microsoft.com/UpgradeAnalytics): Contains announcements of new features and provides helpful tips for using Upgrade Analytics.
>If you are using System Center Configuration Manager, also check out information about how to integrate Upgrade Analytics with Configuration Manager: [Integrate Upgrade Analytics with System Center Configuration Manager](https://docs.microsoft.com/sccm/core/clients/manage/upgrade/upgrade-analytics).
When you are ready to begin using Upgrade Analytics, perform the following steps:
1. Review [data collection and privacy](#data-collection-and-privacy) information.
2. [Add Upgrade Analytics to OMS](#add-upgrade-analytics-to-operations-management-suite).
3. [Enable data sharing](#enable-data-sharing).
4. [Deploy required updates](#deploy-the-compatibility-update-and-related-kbs) to computers, and validate using a pilot deployment.
5. [Deploy Upgrade Analytics at scale](#deploy-upgrade-analytics-at-scale).
## Data collection and privacy
To enable system, application, and driver data to be shared with Microsoft, you must configure user computers to send data. For information about what telemetry data Microsoft collects and how that data is used and protected by Microsoft, see the following topics: To enable system, application, and driver data to be shared with Microsoft, you must configure user computers to send data. For information about what telemetry data Microsoft collects and how that data is used and protected by Microsoft, see the following topics:
@ -20,13 +36,6 @@ To enable system, application, and driver data to be shared with Microsoft, you
- [Manage connections from Windows operating system components to Microsoft services](https://technet.microsoft.com/itpro/windows/manage/manage-connections-from-windows-operating-system-components-to-microsoft-services) - [Manage connections from Windows operating system components to Microsoft services](https://technet.microsoft.com/itpro/windows/manage/manage-connections-from-windows-operating-system-components-to-microsoft-services)
- [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965) - [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965)
To configure Upgrade Analytics, you’ll need to:
- Add the Upgrade Analytics solution to a workspace in the Operations Management Suite portal
- Establish communications and enable data sharing between your organization and Microsoft
Each task is explained in detail in the following sections.
## Add Upgrade Analytics to Operations Management Suite ## Add Upgrade Analytics to Operations Management Suite
Upgrade Analytics is offered as a solution in the Microsoft Operations Management Suite (OMS), a collection of cloud based services for managing your on-premises and cloud environments. For more information about OMS, see [Operations Management Suite overview](http://azure.microsoft.com/documentation/articles/operations-management-suite-overview/). Upgrade Analytics is offered as a solution in the Microsoft Operations Management Suite (OMS), a collection of cloud based services for managing your on-premises and cloud environments. For more information about OMS, see [Operations Management Suite overview](http://azure.microsoft.com/documentation/articles/operations-management-suite-overview/).
@ -36,11 +45,8 @@ If you are already using OMS, you’ll find Upgrade Analytics in the Solutions G
If you are not using OMS: If you are not using OMS:
1. Go to the [Upgrade Analytics page on Microsoft.com](https://go.microsoft.com/fwlink/?LinkID=799190&clcid=0x409) and click **Sign up** to kick off the onboarding process. 1. Go to the [Upgrade Analytics page on Microsoft.com](https://go.microsoft.com/fwlink/?LinkID=799190&clcid=0x409) and click **Sign up** to kick off the onboarding process.
2. Sign in to Operations Management Suite (OMS). You can use either a Microsoft Account or a Work or School account to create a workspace. If your company is already using Azure Active Directory (Azure AD), use a Work or School account when you sign in to OMS. Using a Work or School account allows you to use identities from your Azure AD to manage permissions in OMS. 2. Sign in to Operations Management Suite (OMS). You can use either a Microsoft Account or a Work or School account to create a workspace. If your company is already using Azure Active Directory (Azure AD), use a Work or School account when you sign in to OMS. Using a Work or School account allows you to use identities from your Azure AD to manage permissions in OMS.
3. Create a new OMS workspace. Enter a name for the workspace, select the workspace region, and provide the email address that you want associated with this workspace. Select **Create**. 3. Create a new OMS workspace. Enter a name for the workspace, select the workspace region, and provide the email address that you want associated with this workspace. Select **Create**.
4. If your organization already has an Azure subscription, you can link it to your workspace. Note that you may need to request access from your organization’s Azure administrator. 4. If your organization already has an Azure subscription, you can link it to your workspace. Note that you may need to request access from your organization’s Azure administrator.
> If your organization does not have an Azure subscription, create a new one or select the default OMS Azure subscription from the list. Your workspace opens. > If your organization does not have an Azure subscription, create a new one or select the default OMS Azure subscription from the list. Your workspace opens.
@ -49,11 +55,7 @@ If you are not using OMS:
2. Click the **Upgrade Analytics** tile to configure the solution. The **Settings Dashboard** opens. 2. Click the **Upgrade Analytics** tile to configure the solution. The **Settings Dashboard** opens.
## Enable data sharing between your organization and Upgrade Analytics ### Generate your commercial ID key
After you’ve signed in to Operations Management Suite and added the Upgrade Analytics solution to your workspace, complete the following tasks to establish communication and enable data sharing between user computers, Microsoft secure data centers, and Upgrade Analytics.
## Generate your commercial ID key
Microsoft uses a unique commercial ID to map information from user computers to your OMS workspace. Generate your commercial ID key in OMS and then deploy it to user computers. Microsoft uses a unique commercial ID to map information from user computers to your OMS workspace. Generate your commercial ID key in OMS and then deploy it to user computers.
@ -65,7 +67,7 @@ Microsoft uses a unique commercial ID to map information from user computers to
>**Important**<br> Regenerate a commercial ID key only if your original ID key can no longer be used. Regenerating a commercial ID key resets the data in your workspace for all solutions that use the ID. Additionally, you’ll need to deploy the new commercial ID key to user computers again. >**Important**<br> Regenerate a commercial ID key only if your original ID key can no longer be used. Regenerating a commercial ID key resets the data in your workspace for all solutions that use the ID. Additionally, you’ll need to deploy the new commercial ID key to user computers again.
## Subscribe to Upgrade Analytics ### Subscribe to Upgrade Analytics
For Upgrade Analytics to receive and display upgrade readiness data from Microsoft, subscribe your OMS workspace to Upgrade Analytics. For Upgrade Analytics to receive and display upgrade readiness data from Microsoft, subscribe your OMS workspace to Upgrade Analytics.
@ -73,18 +75,18 @@ For Upgrade Analytics to receive and display upgrade readiness data from Microso
1. Click **Overview** on the Settings Dashboard to return to your OMS workspace portal. The Upgrade Analytics tile now displays summary data. Click the tile to open Upgrade Analytics. 1. Click **Overview** on the Settings Dashboard to return to your OMS workspace portal. The Upgrade Analytics tile now displays summary data. Click the tile to open Upgrade Analytics.
## Whitelist select endpoints ## Enable data sharing
To enable data sharing, whitelist the following endpoints. Note that you may need to get approval from your security group to do this. To enable data sharing, whitelist the following endpoints. Note that you may need to get approval from your security group to do this.
Note: The compatibility update KB runs under the computer’s system account and does not support user authenticated proxies. Note: The compatibility update KB runs under the computer’s system account. If you are using user authenticated proxies, read [this blog post](https://go.microsoft.com/fwlink/?linkid=838688) to learn what you need to do to run it under the logged on user account.
| **Endpoint** | **Function** | | **Endpoint** | **Function** |
|---------------------------------------------------------|-----------| |---------------------------------------------------------|-----------|
| `https://v10.vortex-win.data.microsoft.com/collect/v1` | Connected User Experience and Telemetry component endpoint. User computers send data to Microsoft through this endpoint. | | `https://v10.vortex-win.data.microsoft.com/collect/v1`<br>`https://Vortex-win.data.microsoft.com/health/keepalive` | Connected User Experience and Telemetry component endpoint. User computers send data to Microsoft through this endpoint. |
| `https://settings-win.data.microsoft.com/settings` | Enables the compatibility update KB to send data to Microsoft. | | `https://settings.data.microsoft.com/qos` | Enables the compatibility update KB to send data to Microsoft. |
| `https://go.microsoft.com/fwlink/?LinkID=544713`<br>`https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc/extended` | This service provides driver information about whether there will be a driver available post-upgrade for the hardware on the system. | | `https://go.microsoft.com/fwlink/?LinkID=544713`<br>`https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc` | This service provides driver information about whether there will be a driver available post-upgrade for the hardware on the system. |
| `https://vortex.data.microsoft.com/health/keepalive` <br>`https://settings.data.microsoft.com/qos` <br>`https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc` | These endpoints are used to validate that user computers are sharing data with Microsoft. |
## Deploy the compatibility update and related KBs ## Deploy the compatibility update and related KBs
@ -92,115 +94,37 @@ The compatibility update KB scans your computers and enables application usage t
| **Operating System** | **KBs** | | **Operating System** | **KBs** |
|----------------------|-----------------------------------------------------------------------------| |----------------------|-----------------------------------------------------------------------------|
| Windows 8.1 | [KB 2976978](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=KB2976978)<br>Performs diagnostics on the Windows 8.1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. <br>For more information about this KB, see <https://support.microsoft.com/kb/2976978><br>[KB 3150513](https://catalog.update.microsoft.com/v7/site/Search.aspx?q=3150513)<br>Provides updated configuration and definitions for compatibility diagnostics performed on the system.<br>For more information about this KB, see <https://support.microsoft.com/kb/3150513><br>NOTE: KB2976978 must be installed before you can download and install KB3150513. | | Windows 8.1 | [KB 2976978](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=KB2976978)<br>Performs diagnostics on the Windows 8.1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. <br>For more information about this KB, see <https://support.microsoft.com/kb/2976978><br><BR>[KB 3150513](https://catalog.update.microsoft.com/v7/site/Search.aspx?q=3150513)<br>Provides updated configuration and definitions for compatibility diagnostics performed on the system.<br>For more information about this KB, see <https://support.microsoft.com/kb/3150513><br>NOTE: KB2976978 must be installed before you can download and install KB3150513. |
| Windows 7 SP1 | [KB2952664](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=KB2952664) <br>Performs diagnostics on the Windows 7 SP1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. <br>For more information about this KB, see <https://support.microsoft.com/kb/2952664><br>[KB 3150513](https://catalog.update.microsoft.com/v7/site/Search.aspx?q=3150513)<br>Provides updated configuration and definitions for compatibility diagnostics performed on the system.<br>For more information about this KB, see <https://support.microsoft.com/kb/3150513><br>NOTE: KB2952664 must be installed before you can download and install KB3150513. | | Windows 7 SP1 | [KB2952664](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=KB2952664) <br>Performs diagnostics on the Windows 7 SP1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. <br>For more information about this KB, see <https://support.microsoft.com/kb/2952664><br><BR>[KB 3150513](https://catalog.update.microsoft.com/v7/site/Search.aspx?q=3150513)<br>Provides updated configuration and definitions for compatibility diagnostics performed on the system.<br>For more information about this KB, see <https://support.microsoft.com/kb/3150513><br>NOTE: KB2952664 must be installed before you can download and install KB3150513. |
IMPORTANT: Restart user computers after you install the compatibility update KBs for the first time. IMPORTANT: Restart user computers after you install the compatibility update KBs for the first time.
If you are planning to enable IE Site Discovery, you will need to install a few additional KBs.
| **Site discovery** | **KB** | | **Site discovery** | **KB** |
|----------------------|-----------------------------------------------------------------------------| |----------------------|-----------------------------------------------------------------------------|
| [Review site discovery](upgrade-analytics-review-site-discovery.md) | Install the latest [Windows Monthly Rollup](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=security%20monthly%20quality%20rollup). This functionality has been included in Internet Explorer 11 starting with the July 2016 Cumulative Update. | | [Review site discovery](upgrade-analytics-review-site-discovery.md) | [KB3080149](http://www.catalog.update.microsoft.com/Search.aspx?q=3080149)<br>Updates the Diagnostic and Telemetry tracking service to existing devices. This update is only necessary on Windows 7 and Windows 8.1 devices. <br>For more information about this KB, see <https://support.microsoft.com/kb/3150513><br><br>Install the latest [Windows Monthly Rollup](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=security%20monthly%20quality%20rollup). This functionality has been included in Internet Explorer 11 starting with the July 2016 Cumulative Update. |
### Deploy the Upgrade Analytics deployment script
You can use the Upgrade Analytics deployment script to automate and verify your deployment.
See [Upgrade Analytics deployment script](upgrade-analytics-deployment-script.md) for information on obtaining and running the script, and for a description of the error codes that can be displayed.
>After data is sent from computers to Microsoft, it generally takes 48 hours for the data to populate in Upgrade Analytics. The compatibility update KB takes several minutes to run. If the KB does not get a chance to finish running or if the computers are inaccessible (turned off or sleeping for example), data will take longer to populate in Upgrade Analytics. For this reason, you can expect most your computers to be populated in OMS in about 1-2 weeks after deploying the KB and configuration to user computers.
## Deploy Upgrade Analytics at scale
When you have completed a pilot deployment, you are ready to automate data collection and distribute the deployment script to the remaining computers in your organization.
### Automate data collection ### Automate data collection
To ensure that user computers are receiving the most up to date data from Microsoft, we recommend that you establish the following data sharing and analysis processes. To ensure that user computers are receiving the most up to date data from Microsoft, we recommend that you establish the following data sharing and analysis processes.
- Enable automatic updates for the compatibility update and related KBs. These KBs are updated frequently to include the latest application and driver issue information as we discover it during testing. - Enable automatic updates for the compatibility update and related KBs. These KBs are updated frequently to include the latest application and driver issue information as we discover it during testing.
- Schedule the Upgrade Analytics deployment script to automatically run so that you don’t have to manually initiate an inventory scan each time the compatibility update KBs are updated. Computers are re-scanned only when the compatibility KBs are updated, so if your inventory changes significantly between KB releases you won’t see the changes in Upgrade Analytics until you run the script again. - Schedule the Upgrade Analytics deployment script to automatically run so that you don’t have to manually initiate an inventory scan each time the compatibility update KBs are updated. Computers are re-scanned only when the compatibility KBs are updated, so if your inventory changes significantly between KB releases you won’t see the changes in Upgrade Analytics until you run the script again.
- Schedule monthly user computer scans to view monthly active computer and usage information. - Schedule monthly user computer scans to view monthly active computer and usage information.
## Run the Upgrade Analytics deployment script ### Distribute the deployment script at scale
To automate many of the steps outlined above and to troubleshoot data sharing issues, you can run the Upgrade Analytics deployment script, developed by Microsoft.
The Upgrade Analytics deployment script does the following:
1. Sets commercial ID key + CommercialDataOptIn + RequestAllAppraiserVersions keys.
2. Verifies that user computers can send data to Microsoft.
3. Checks whether the computer has a pending restart.  
4. Verifies that the latest version of KB package 10.0.x is installed (requires 10.0.14348 or subsequent releases).
5. If enabled, turns on verbose mode for troubleshooting.
6. Initiates the collection of the telemetry data that Microsoft needs to assess your organization’s upgrade readiness.
7. If enabled, displays the script’s progress in a cmd window, providing you immediate visibility into issues (success or fail for each step) and/or writes to log file.
To run the Upgrade Analytics deployment script:
1. Download the [Upgrade Analytics deployment script](https://go.microsoft.com/fwlink/?LinkID=822966&clcid=0x409) and extract UpgradeAnalytics.zip. The files in the Diagnostics folder are necessary only if you plan to run the script in troubleshooting mode.
2. Edit the following parameters in RunConfig.bat:
1. Provide a storage location for log information. Example: %SystemDrive%\\UADiagnostics
2. You can store log information on a remote file share or a local directory. If the script is blocked from creating the log file for the given path, it creates the log files in the drive with the Windows directory.
3. Input your commercial ID key.
4. By default, the script sends log information to both the console and the log file. To change the default behavior, use one of the following options:
> *logMode = 0 log to console only*
>
> *logMode = 1 log to file and console*
>
> *logMode = 2 log to file only*
3. For troubleshooting, set isVerboseLogging to $true to generate log information that can help with diagnosing issues. By default, isVerboseLogging is set to $false. Ensure the Diagnostics folder is installed in the same directory as the script to use this mode.
4. To enable Internet Explorer data collection, set AllowIEData to IEDataOptIn. By default, AllowIEData is set to Disable. Then use one of the following options to determine what Internet Explorer data can be collected:
> *IEOptInLevel = 0 Internet Explorer data collection is disabled*
>
> *IEOptInLevel = 1 Data collection is enabled for sites in the Local intranet + Trusted sites + Machine local zones*
>
> *IEOptInLevel = 2 Data collection is enabled for sites in the Internet + Restricted sites zones*
>
> *IEOptInLevel = 3 Data collection is enabled for all sites*
5. Notify users if they need to restart their computers. By default, this is set to off.
6. After you finish editing the parameters in RunConfig.bat, run the script as an administrator.
The deployment script displays the following exit codes to let you know if it was successful, or if an error was encountered.
<div style='font-size:10.0pt'>
<TABLE border=1 cellspacing=0 cellpadding=0>
<TR><TH BGCOLOR="#a0e4fa">Exit code<TH BGCOLOR="#a0e4fa">Meaning
<TR><TD>0<TD>Success
<TR><TD>1<TD>Unexpected error occurred while executing the script
<TR><TD>2<TD>Error when logging to console. $logMode = 0.
<TR><TD>3<TD>Error when logging to console and file. $logMode = 1.
<TR><TD>4<TD>Error when logging to file. $logMode = 2.
<TR><TD>5<TD>Error when logging to console and file. $logMode = unknown.
<TR><TD>6<TD>The commercialID parameter is set to unknown. Modify the script.
<TR><TD>7<TD>Function -CheckCommercialId: Unexpected failure.
<TR><TD>8<TD>Failure to create registry key path: HKLM:\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\DataCollection.
<TR><TD>9<TD>Error when writing CommercialId to registry.
<TR><TD>10<TD>Error when writing CommercialDataOptIn to registry.
<TR><TD>11<TD>Function -SetupCommercialId: Unexpected failure.
<TR><TD>12<TD>Can’t connect to Microsoft – Vortex. Check your network/proxy settings.
<TR><TD>13<TD>Can’t connect to Microsoft – setting. Check your network/proxy settings.
<TR><TD>14<TD>Can’t connect to Microsoft – compatexchange. Check your network/proxy settings.
<TR><TD>15<TD>Error connecting to Microsoft. Check your network/proxy settings.
<TR><TD>16<TD>Machine requires reboot.
<TR><TD>17<TD>Function -CheckRebootRequired: Unexpected failure.
<TR><TD>18<TD>Outdated compatibility update KB package. Update via Windows Update/WSUS.
<TR><TD>19<TD>This machine doesn’t have the proper KBs installed. Make sure you have recent compatibility update KB downloaded.
<TR><TD>20<TD>Error writing RequestAllAppraiserVersions registry key.
<TR><TD>21<TD>Function – SetRequestAllAppraiserVersions: Unexpected failure.
<TR><TD>22<TD>Error when running inventory scan.
<TR><TD>23<TD>Error finding system variable %WINDIR%.
</TABLE>
</div>
## Seeing data from computers in Upgrade Analytics
After data is sent from computers to Microsoft, it generally takes 48 hours for the data to populate in Upgrade Analytics. The compatibility update KB takes several minutes to run. If the KB does not get a chance to finish running or if the computers are inaccessible (turned off or sleeping for example), data will take longer to populate in Upgrade Analytics. For this reason, you can expect most your computers to be populated in OMS in about 1-2 weeks after deploying the KB and configuration to user computers.
Use a software distribution system such as System Center Configuration Manager to distribute the Upgrade Analytics deployment script at scale. For more information, see the [Upgrade Analytics blog](https://blogs.technet.microsoft.com/upgradeanalytics/2016/09/20/new-version-of-the-upgrade-analytics-deployment-script-available/).

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@ -0,0 +1,36 @@
---
title: Upgrade Analytics - Identify important apps (Windows 10)
description: Describes how to prepare your environment so that you can use Upgrade Analytics to manage Windows upgrades.
ms.prod: w10
author: greg-lindsay
---
# Upgrade Analytics - Step 1: Identify important apps
This is the first step of the Upgrade Analytics workflow. In this step, applications are listed and grouped by importance level. Setting the importance level enables you to prioritize applications for upgrade.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image5.png" width="213" height="345" />
-->
![Prioritize applications](images/upgrade-analytics-prioritize.png)
Select **Assign importance** to change an application’s importance level. By default, applications are marked **Not reviewed** or **Low install count** until you assign a different importance level to them.
To change an application’s importance level:
1. Select **Not reviewed** or **Low install count** on the **Prioritize applications** blade to view the list of applications with that importance level.
2. Select the applications you want to change to a specific importance level and then select the appropriate option from the **Select importance level** list.
3. Click **Save** when finished.
Importance levels include:
| Importance level | When to use it | Recommendation |
|--------------------|------------------|------------------|
| Low install count | We give you a head start by identifying applications that are installed on 2% or less of your total computer inventory. \[Number of computers application is installed on/total number of computers in your inventory.\]<br><br>Low install count applications are automatically marked as **Ready to upgrade** in the **UpgradeDecision** column unless they have issues that need attention.<br> | Be sure to review low install count applications for any business critical or important applications that are not yet upgrade-ready, despite their low installation rates. For example, payroll apps or tax accounting apps tend to be installed on a relatively small number of machines but are still considered business critical applications.<br><br> |
| Not reviewed | Applications that are installed on more than 2% of your total computer inventory are marked not reviewed until you set their importance level.<br><br> | Once you’ve started to investigate an application to determine its importance level and upgrade readiness, change its status to **Review in progress** in both the **Importance** and **UpgradeDecision** columns. |
| Business critical | By default, no applications are marked as business critical because only you can make that determination. If you know that an application is critical to your organization’s functioning, mark it **Business critical**. <br><br> | You may also want to change the application’s status to **Review in progress** in the **UpgradeDecision** column to let other team members know that you’re working on getting this business critical application upgrade-ready. Once you’ve fixed any issues and validated that the application will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> |
| Important | By default, no applications are marked as important because only you can make that determination. If the application is important but not critical to your organization’s functioning, mark it **Important**. | You may also want to change the application’s status to **Review in progress** in the **UpgradeDecision** column to let other team members know that you’re working on getting this important application upgrade-ready. Once you’ve fixed any issues and validated that the application will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> |
| Ignore | By default, no applications are marked as ignore because only you can make that determination. If the application is not important to your organization’s functioning, such as user-installed applications and games, you may not want to spend time and money validating that these applications will migrate successfully. Mark these applications **Ignore**. <br> | Set the application’s importance level to **Ignore** to let other team members know that it can be left as-is with no further investigation or testing. If you set the importance level to ignore, and this is an app that you are not planning on testing or validating, consider changing the upgrade decision to **Ready to upgrade**. By marking these apps ready to upgrade, you are indicating that you are comfortable upgrading with the app remaining in its current state.<br><br> |
| Review in progress | Once you’ve started to investigate an application to determine its importance level and upgrade readiness, change its status to **Review in progress** in both the **Importance** and **UpgradeDecision** columns.<br> | As you learn more about the application’s importance to your organization’s functioning, change the importance level to **Business critical**, **Important**, or **Ignore**.<br><br>Until you’ve determined that priority applications will migrate successfully, leave the upgrade decision status as **Review in progress**. <br> |

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--- ---
title: Upgrade Analytics - Prepare your environment (Windows 10) title: Upgrade Analytics - Identify important apps (Windows 10)
description: Describes how to prepare your environment so that you can use Upgrade Analytics to manage Windows upgrades. redirect_url: upgrade-analytics-identify-apps
ms.prod: w10 ---
author: MaggiePucciEvans
---
# Upgrade Analytics - Prepare your environment
This section of the Upgrade Analytics workflow reports your computer and application inventory and lists computers that you can use in a pilot with no known issues or with fixable driver issues. Additionally, you can determine the priority level of applications to indicate which applications the team should focus on to get them upgrade ready.
The blades in the **Prepare your environment** section are:
## Upgrade overview
Displays the total count of computers sharing data with Microsoft and the count of computers upgraded. As you successfully upgrade computers, the count of computers upgraded increases.
Check this blade for data refresh status, including the date and time of the most recent data update and whether user changes are reflected. If a user change is pending when changing the upgrade assessment or importance level of an application or driver, **Data refresh pending** is displayed in orange. User changes are processed once every 24 hours and read **Up to date** in green when there are no pending changes.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image3.png" width="214" height="345" />
-->
![Upgrade overview](images/upgrade-analytics-overview.png)
Select **Total computers** for a list of computers and details about them, including:
- Computer ID and computer name
- Computer manufacturer
- Computer model
- Operating system version and build
- Count of system requirement, application, and driver issues per computer
- Upgrade assessment based on analysis of computer telemetry data
- Upgrade decision status
Select **Total applications** for a list of applications discovered on user computers and details about them, including:
- Application vendor
- Application version
- Count of computers the application is installed on
- Count of computers that opened the application at least once in the past 30 days
- Percentage of computers in your total computer inventory that opened the application in the past 30 days
- Issues detected, if any
- Upgrade assessment based on analysis of application data
- Roll up level
## Run a pilot
Computers with no known issues and computers with fixable driver issues are listed, grouped by upgrade assessment. We recommend that you use these computers to test the impact of upgrading.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image4.png" width="203" height="326" />
-->
![Run a pilot](images/upgrade-analytics-pilot.png)
Before you start your pilot project, be sure to review upgrade assessment and guidance details, explained in more detail in the table below.
| Upgrade assessment | Action required before or after upgrade pilot? | Issue | What it means | Guidance |
|-----------------------|------------------------------------------------|----------|-----------------|---------------|
| No known issues | No | None | Computers will upgrade seamlessly.<br> | OK to use as-is in pilot. |
| OK to pilot, fixed during upgrade | No, for awareness only | Application or driver will not migrate to new OS | The currently installed version of an application or driver won’t migrate to the new operating system; however, a compatible version is installed with the new operating system. | OK to use as-is in pilot. |
| OK to pilot with new driver from Windows Update | Yes | Driver will not migrate to new OS | The currently installed version of a driver won’t migrate to the new operating system; however, a newer, compatible version is available from Windows Update. | Although a compatible version of the driver is installed during upgrade, a newer version is available from Windows Update. <br><br>If the computer automatically receives updates from Windows Update, no action is required. Otherwise, replace the new in-box driver with the Windows Update version after upgrading. <br> <br> |
Select **Export computers** to view pilot-ready computers organized by operating system. After you select the computers you want to use in a pilot, click Export to generate and save a comma-separated value (csv) file.
>**Important**> When viewing inventory items in table view, the maximum number of rows that can be viewed and exported is limited to 5,000. If you need to view or export more than 5,000 items, reduce the scope of the query so you can export fewer items at a time.
See [Plan for Windows 10 deployment](http://technet.microsoft.com/itpro/windows/plan/index) for more information about ways to deploy Windows in your organization. Read about [how Microsoft IT deployed Windows as an in-place upgrade](https://www.microsoft.com/itshowcase/Article/Content/668/Deploying-Windows-10-at-Microsoft-as-an-inplace-upgrade) for best practices using the in-place upgrade method.
## Prioritize applications
Applications are listed, grouped by importance level. Prioritizing your applications allows you to identify the ones that you will focus on preparing for upgrade.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image5.png" width="213" height="345" />
-->
![Prioritize applications](images/upgrade-analytics-prioritize.png)
Select **Assign importance** to change an application’s importance level. By default, applications are marked **Not reviewed** or **Low install count** until you assign a different importance level to them.
To change an application’s importance level:
1. Select **Not reviewed** or **Low install count** on the **Prioritize applications** blade to view the list of applications with that importance level. Select **Table** to view the list in a table.
2. Select **User changes** to enable user input.
3. Select the applications you want to change to a specific importance level and then select the appropriate option from the **Select importance level** list.
4. Click **Save** when finished.
Importance levels include:
| Importance level | When to use it | Recommendation |
|--------------------|------------------|------------------|
| Low install count | We give you a head start by identifying applications that are installed on 2% or less of your total computer inventory. \[Number of computers application is installed on/total number of computers in your inventory.\]<br><br>Low install count applications are automatically marked as **Ready to upgrade** in the **UpgradeDecision** column unless they have issues that need attention.<br> | Be sure to review low install count applications for any business critical or important applications that are not yet upgrade-ready, despite their low installation rates. <br><br> |
| Not reviewed | Applications that are installed on more than 2% of your total computer inventory are marked not reviewed until you change the importance level.<br><br>These applications are also marked as **Not reviewed** in the **UpgradeDecision** column. <br> | Once you’ve started to investigate an application to determine its importance level and upgrade readiness, change its status to **Review in progress** in both the **Importance** and **UpgradeDecision** columns. |
| Business critical | By default, no applications are marked as business critical because only you can make that determination. If you know that an application is critical to your organization’s functioning, mark it **Business critical**. <br><br> | You may also want to change the application’s status to **Review in progress** in the **UpgradeDecision** column to let other team members know that you’re working on getting this business critical application upgrade-ready. Once you’ve fixed any issues and validated that the application will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> |
| Important | By default, no applications are marked as important because only you can make that determination. If the application is important but not critical to your organization’s functioning, mark it **Important**. | You may also want to change the application’s status to **Review in progress** in the **UpgradeDecision** column to let other team members know that you’re working on getting this important application upgrade-ready. Once you’ve fixed any issues and validated that the application will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> |
| Ignore | By default, no applications are marked as ignore because only you can make that determination. If the application is not important to your organization’s functioning, such as user-installed applications and games, you may not want to spend time and money validating that these applications will migrate successfully. Mark these applications **Ignore**. <br> | Set the application’s importance level to **Ignore** to let other team members know that it can be left as-is with no further investigation or testing.<br><br>You may also want to change the application’s status to **Not reviewed** or **Ready to upgrade** in the **UpgradeDecision** column. <br> |
| Review in progress | Once you’ve started to investigate an application to determine its importance level and upgrade readiness, change its status to **Review in progress** in both the **Importance** and **UpgradeDecision** columns.<br> | As you learn more about the application’s importance to your organization’s functioning, change the importance level to **Business critical**, **Important**, or **Ignore**.<br><br>Until you’ve determined that priority applications will migrate successfully, leave the upgrade decision status as **Review in progress**. <br> |

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windows/deploy/upgrade-analytics-requirements.md
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@ -1,8 +1,8 @@
--- ---
title: Upgrade Analytics requirements (Windows 10) title: Upgrade Analytics requirements (Windows 10)
description: Provides requirements for Upgrade Analytics. description: Provides requirements for Upgrade Analytics.
ms.prod: w10 ms.prod: w10
author: MaggiePucciEvans author: greg-lindsay
--- ---
# Upgrade Analytics requirements # Upgrade Analytics requirements
@ -33,6 +33,10 @@ If you are not using OMS, go to [the Upgrade Analytics page on Microsoft.com](ht
Important: You can use either a Microsoft Account or a Work or School account to create a workspace. If your company is already using Azure Active Directory, use a Work or School account when you sign in to OMS. Using a Work or School account allows you to use identities from your Azure AD to manage permissions in OMS. Important: You can use either a Microsoft Account or a Work or School account to create a workspace. If your company is already using Azure Active Directory, use a Work or School account when you sign in to OMS. Using a Work or School account allows you to use identities from your Azure AD to manage permissions in OMS.
## System Center Configuration Manager integration
Upgrade Analytics can be integrated with your installation of Configuration Manager. For more information, see [Integrate Upgrade Analytics with System Center Configuration Manager](https://docs.microsoft.com/sccm/core/clients/manage/upgrade/upgrade-analytics).
## Telemetry and data sharing ## Telemetry and data sharing
After you’ve signed in to Operations Management Suite and added the Upgrade Analytics solution to your workspace, you’ll need to complete the following tasks to allow user computer data to be shared with and assessed by Upgrade Analytics. After you’ve signed in to Operations Management Suite and added the Upgrade Analytics solution to your workspace, you’ll need to complete the following tasks to allow user computer data to be shared with and assessed by Upgrade Analytics.
@ -41,17 +45,13 @@ See [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields
**Whitelist telemetry endpoints.** To enable telemetry data to be sent to Microsoft, you’ll need to whitelist the following Microsoft telemetry endpoints on your proxy server or firewall. You may need to get approval from your security group to do this. **Whitelist telemetry endpoints.** To enable telemetry data to be sent to Microsoft, you’ll need to whitelist the following Microsoft telemetry endpoints on your proxy server or firewall. You may need to get approval from your security group to do this.
`https://v10.vortex-win.data.microsoft.com/collect/v1` `https://v10.vortex-win.data.microsoft.com/collect/v1`<BR>
`https://vortex-win.data.microsoft.com/health/keepalive`<BR>
`https://settings-win.data.microsoft.com/settings` `https://settings-win.data.microsoft.com/settings`<BR>
`https://vortex.data.microsoft.com/health/keepalive`<BR>
`https://vortex.data.microsoft.com/health/keepalive` `https://settings.data.microsoft.com/qos`<BR>
`https://go.microsoft.com/fwlink/?LinkID=544713`<BR>
`https://settings.data.microsoft.com/qos` `https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc/extended`<BR>
`https://go.microsoft.com/fwlink/?LinkID=544713`
`https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc/extended`
>**Note** The compatibility update KB runs under the computer’s system account and does not support user authentication in this release. >**Note** The compatibility update KB runs under the computer’s system account and does not support user authentication in this release.

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windows/deploy/upgrade-analytics-resolve-issues.md
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@ -2,10 +2,10 @@
title: Upgrade Analytics - Resolve application and driver issues (Windows 10) title: Upgrade Analytics - Resolve application and driver issues (Windows 10)
description: Describes how to resolve application and driver issues that can occur during an upgrade with Upgrade Analytics. description: Describes how to resolve application and driver issues that can occur during an upgrade with Upgrade Analytics.
ms.prod: w10 ms.prod: w10
author: MaggiePucciEvans author: greg-lindsay
--- ---
# Upgrade Analytics - Resolve application and driver issues # Upgrade Analytics - Step 2: Resolve app and driver issues
This section of the Upgrade Analytics workflow reports application and driver inventory and shows you which applications have known issues, which applications have no known issues, and which drivers have issues. We identify applications and drivers that need attention and suggest fixes when we know about them. This section of the Upgrade Analytics workflow reports application and driver inventory and shows you which applications have known issues, which applications have no known issues, and which drivers have issues. We identify applications and drivers that need attention and suggest fixes when we know about them.
@ -15,10 +15,10 @@ Upgrade decisions include:
| Upgrade decision | When to use it | Guidance | | Upgrade decision | When to use it | Guidance |
|--------------------|-------------------|-------------| |--------------------|-------------------|-------------|
| Not reviewed | When you start to investigate an application or a driver to determine upgrade readiness, change their upgrade decision to **Review in progress.** <br><br> <br> | Some applications are automatically assigned upgrade decisions based on information known to Microsoft. <br><br>All drivers are marked not reviewed by default.<br><br> | | Not reviewed | All drivers are marked as Not reviewed by default.<br><br>Any app that has not been marked **Low install count** will also have an upgrade decision of **Not reviewed** by default. <br> | Apps you have not yet reviewed or are waiting to review later should be marked as **Not reviewed**. When you start to investigate an application or a driver to determine upgrade readiness, change their upgrade decision to **Review in progress**.<br><br> |
| Review in progress | When you start to investigate an application or a driver to determine upgrade readiness, change their upgrade decision to **Review in progress**.<br><br>Until you’ve determined that applications and drivers will migrate successfully or you’ve resolved blocking issues, leave the upgrade decision status as **Review in progress**. <br><br> | Once you’ve fixed any issues and validated that the application or driver will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> | | Review in progress | When you start to investigate an application or a driver to determine upgrade readiness, change its upgrade decision to **Review in progress**.<br><br>Until you’ve determined that applications and drivers will migrate successfully or you’ve resolved blocking issues, leave the upgrade decision status as **Review in progress**. <br><br> | Once you’ve fixed any issues and validated that the application or driver will migrate successfully, change the upgrade decision to **Ready to upgrade**. <br> |
| Ready to upgrade | Mark applications and drivers **Ready to upgrade** once you’ve resolved all blocking issues and you’re confident that they will upgrade successfully, or if you’ve decided to upgrade them as-is. | Applications with no known issues or with low installation rates are marked **Ready to upgrade** by default.<br><br>Be sure to review low install count applications for any business critical or important applications that are not yet upgrade-ready, despite their low installation rates. <br><br>All drivers are marked **Not reviewed** by default. <br> | | Ready to upgrade | Mark applications and drivers **Ready to upgrade** once you’ve resolved all blocking issues and you’re confident that they will upgrade successfully, or if you’ve decided to upgrade them as-is. | Applications with no known issues and with low installation rates are marked **Ready to upgrade** by default.<br><br>In Step 1, you might have marked some of your apps as **Ignore**. These should be marked as **Ready to upgrade**. Apps with low installation rates are marked as **Ready to upgrade** by default. Be sure to review any low install count applications for any business critical or important applications that are not yet upgrade-ready, despite their low installation rates. <br> |
| Won’t upgrade | By default, no applications or drivers are marked **Won’t upgrade** because only you can make that determination. <br><br>Use **Won’t upgrade** for computers you don’t want to upgrade. <br> | If, during your investigation into an application or driver, you determine that they should not be upgraded, mark them **Won’t upgrade**. <br><br> | | Won’t upgrade | By default, no applications or drivers are marked **Won’t upgrade** because only you can make that determination. <br><br>Use **Won’t upgrade** for applications and drivers that you do not work on your target operating system, or that you are unable to upgrade.<br> | If, during your investigation into an application or driver, you determine that they should not or cannot be upgraded, mark them **Won’t upgrade**. <br><br> |
The blades in the **Resolve issues** section are: The blades in the **Resolve issues** section are:
@ -26,7 +26,7 @@ The blades in the **Resolve issues** section are:
- Review applications with no known issues - Review applications with no known issues
- Review drivers with known issues - Review drivers with known issues
As you review applications with known issues, you can also see ISV support of applications for [Ready for Windows](https://www.readyforwindows.com/). As you review applications with known issues, you can also see ISV support statements or applications using [Ready for Windows](https://www.readyforwindows.com/).
## Review applications with known issues ## Review applications with known issues
@ -41,13 +41,9 @@ Applications with issues known to Microsoft are listed, grouped by upgrade asses
To change an application's upgrade decision: To change an application's upgrade decision:
1. Select **Decide upgrade readiness** to view applications with issues. 1. Select **Decide upgrade readiness** to view applications with issues.
2. In the table view, select an **UpgradeDecision** value.
2. In the table view, sort on **UpgradeAssessment** to group applications into **Attention needed** and **Fix available**. 3. Select **Decide upgrade readiness** to change the upgrade decision for each application.
3. Select **User changes** to change the upgrade decision for each application.
4. Select the applications you want to change to a specific upgrade decision and then then select the appropriate option from the **Select upgrade decision** list. 4. Select the applications you want to change to a specific upgrade decision and then then select the appropriate option from the **Select upgrade decision** list.
5. Click **Save** when finished. 5. Click **Save** when finished.
IMORTANT: Ensure that you have the most recent versions of the compatibility update and related KBs installed to get the most up-to-date compatibility information. IMORTANT: Ensure that you have the most recent versions of the compatibility update and related KBs installed to get the most up-to-date compatibility information.

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windows/deploy/upgrade-analytics-review-site-discovery.md
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@ -1,68 +1,7 @@
--- ---
title: Review site discovery title: Review site discovery
description: Explains how to review internet web site discovery with Upgrade Analytics. redirect_url: upgrade-analytics-additional-insights
ms.prod: w10
author: Justinha
--- ---
# Review site discovery
This section of the Upgrade Analytics workflow provides an inventory of web sites that are being used by client computers that run Internet Explorer on Windows 8.1 and Windows 7 in your environment. This inventory information is provided as optional data related to upgrading to Windows 10 and Internet Explorer 11, and is meant to help prioritize compatibility testing for web applications. You can make more informed decisions about testing based on usage data. Data from Microsoft Edge is not collected.
> Note: Site discovery data is disabled by default; you can find documentation on what is collected in the [Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields](https://go.microsoft.com/fwlink/?LinkID=822965). After you turn on this feature, data is collected on all sites visited by Internet Explorer, except during InPrivate sessions. In addition, the data collection process is silent, without notification to the employee. You are responsible for ensuring that your use of this feature complies with all applicable local laws and regulatory requirements, including any requirements to provide notice to employees.
## Install prerequisite security update for Internet Explorer
Ensure the following prerequisites are met before using site discovery:
1. Install the latest [Windows Monthly Rollup](http://catalog.update.microsoft.com/v7/site/Search.aspx?q=security%20monthly%20quality%20rollup). This functionality has been included in Internet Explorer 11 starting with the July 2016 Cumulative Update.
2. Install the update for customer experience and diagnostic telemetery ([KB3080149](https://support.microsoft.com/kb/3080149)).
3. Enable Internet Explorer data collection, which is disabled by default. The best way to enable it is to modify the [Upgrade Analytics deployment script](upgrade-analytics-get-started.md#run-the-upgrade-analytics-deployment-script) to allow Internet Explorer data collection before you run it.
If necessary, you can also enable it by creating the following registry entry.
HKLM\Software\Microsoft\Windows\CurrentVersion\Policies\DataCollection
Entry name: IEDataOptIn
Data type: DWORD
Values:
> *IEOptInLevel = 0 Internet Explorer data collection is disabled*
>
> *IEOptInLevel = 1 Data collection is enabled for sites in the Local intranet + Trusted sites + Machine local zones*
>
> *IEOptInLevel = 2 Data collection is enabled for sites in the Internet + Restricted sites zones*
>
> *IEOptInLevel = 3 Data collection is enabled for all sites*
For more information about Internet Explorer Security Zones, see [About URL Security Zones](https://msdn.microsoft.com/library/ms537183.aspx).
![Create the IEDataOptIn registry key](images/upgrade-analytics-create-iedataoptin.png)
## Review most active sites
This blade indicates the most visited sites by computers in your environment. Review this list to determine which web applications and sites are used most frequently. The number of visits is based on the total number of views, and not by the number of unique devices accessing a page.
For each site, the fully qualified domain name will be listed. You can sort the data by domain name or by URL.
![Most active sites](Images/upgrade-analytics-most-active-sites.png)
Click the name of any site in the list to drill down into more details about the visits, including the time of each visit and the computer name.
![Site domain detail](images/upgrade-analytics-site-domain-detail.png)
## Review document modes in use
This blade provides information about which document modes are used in the sites that are visited in your environment. Document modes are used to provide compatibility with older versions of Internet Explorer. Sites that use older technologies may require additional testing and are less likely to be compatible with Microsoft Edge. Counts are based on total page views and not the number of unique devices. For more information about document modes, see [Deprecated document modes](https://technet.microsoft.com/itpro/internet-explorer/ie11-deploy-guide/deprecated-document-modes).
![Site activity by document mode](images/upgrade-analytics-site-activity-by-doc-mode.png)
## Run browser-related queries
You can run predefined queries to capture more info, such as sites that have Enterprise Mode enabled, or the number of unique computers that have visited a site. For example, this query returns the most used ActiveX controls. You can modify and save the predefined queries.
![](images/upgrade-analytics-query-activex-name.png)

47
windows/deploy/upgrade-analytics-upgrade-overview.md Normal file
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@ -0,0 +1,47 @@
---
title: Upgrade Analytics - Upgrade Overview (Windows 10)
description: Displays the total count of computers sharing data and upgraded.
ms.prod: w10
author: greg-lindsay
---
# Upgrade Analytics - Upgrade overview
The first blade in the Upgrade Analytics solution is the upgrade overview blade. This blade displays the total count of computers sharing data with Microsoft, and the count of computers upgraded. As you successfully upgrade computers, the count of computers upgraded increases.
The upgrade overivew blade displays data refresh status, including the date and time of the most recent data update and whether user changes are reflected. The following status changes are reflected on the upgrade overview blade:
- Computers with incomplete data:
- Less than 4% = count is displayed in green.
- 4% - 10% = Count is displayed in amber.
- Greater than 10% = Count is displayed in red.
- Delay processing device inventory data = The "Last updated" banner is displayed in amber.
- Pending user changes = User changes count displays "Data refresh pending" in amber.
- No pending user changes = User changes count displays "Up to date" in green.
<!-- PRESERVING ORIGINAL IMAGE CODING JUST IN CASE
<img src="media/image3.png" width="214" height="345" />
-->
If data processing is delayed, you can continue using your workspace as normal. However, any changes or additional information that is added might not be displayed. Data is typically refreshed and the display will return to normal again within 24 hours.
Select **Total computers** for a list of computers and details about them, including:
- Computer ID and computer name
- Computer manufacturer
- Computer model
- Operating system version and build
- Count of system requirement, application, and driver issues per computer
- Upgrade assessment based on analysis of computer telemetry data
- Upgrade decision status
Select **Total applications** for a list of applications discovered on user computers and details about them, including:
- Application vendor
- Application version
- Count of computers the application is installed on
- Count of computers that opened the application at least once in the past 30 days
- Percentage of computers in your total computer inventory that opened the application in the past 30 days
- Issues detected, if any
- Upgrade assessment based on analysis of application data
- Rollup level