metadata, formatting, and wording tweaks

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---
title: Determine application readiness
manager: aaroncz
description: How to test your apps to know which need attention prior to deploying an update
description: How to test your apps to identify which need attention prior to deploying an update in your organization.
ms.prod: windows-client
ms.localizationpriority: medium
ms.topic: article
ms.technology: itpro-updates
ms.topic: conceptual
ms.author: mstewart
author: mestew
ms.technology: itpro-updates
manager: aaroncz
ms.localizationpriority: medium
appliesto:
-<a href=https://learn.microsoft.com/windows/release-health/supported-versions-windows-client target=_blank>Windows 11</a>
-<a href=https://learn.microsoft.com/windows/release-health/supported-versions-windows-client target=_blank>Windows 10</a>
ms.date: 12/31/2017
---
# Determine application readiness
**Applies to**
- Windows 10
- Windows 11
Before you deploy a Windows client update, you should know which apps will continue to work without problems, which need their own updates, and which just won't work and must be replaced. If you haven't already, it's worth [classifying your apps](plan-define-readiness.md) with respect to their criticality in your organization.
## Validation methods
You can choose from a variety of methods to validate apps. Exactly which ones to use will depend on the specifics of your environment.
You can choose from various methods to validate apps. Exactly which ones to use depends on the specifics of your environment.
|Validation method |Description |
|---------|---------|
|Full regression | A full quality assurance probing. Staff who know the application well and can validate its core functionality should do this. |
|Smoke testing | The application goes through formal validation. That is, a user validates the application following a detailed plan, ideally with limited, or no knowledge of the application theyre validating. |
|Automated testing | Software performs tests automatically. The software will let you know whether the tests have passed or failed, and will provide detailed reporting for you automatically. |
|Test in pilot | You pre-select users to be in the pilot deployment group and carry out the same tasks they do on a day-to-day basis to validate the application. Normally you use this method in addition to one of the other validation types. |
|Reactive response | Applications are validated in late pilot, and no specific users are selected. These applications normally aren't installed on many devices and arent handled by enterprise application distribution. |
|Full regression | A full quality assurance probing. Staff that know the application well and can validate its core functionality should do this validation. |
|Smoke testing | The application goes through formal validation. That is, a user validates the application following a detailed plan, ideally with limited, or no knowledge of the application they're validating. |
|Automated testing | Software performs tests automatically. The software lets you know whether the tests have passed or failed, and provides detailed reporting for you automatically. |
|Test in pilot | You preselect users to be in the pilot deployment group and carry out the same tasks they do on a day-to-day basis to validate the application. Normally you use this method in addition to one of the other validation types. |
|Reactive response | Applications are validated in late pilot, and no specific users are selected. These applications normally aren't installed on many devices and aren't handled by enterprise application distribution. |
Combining the various validation methods with the app classifications you've previously established might look like this:
@ -46,7 +44,7 @@ Combining the various validation methods with the app classifications you've pre
### Identify users
Since your organization no doubt has a wide variety of users, each with different background and regular tasks, you'll have to choose which users are best suited for validation testing. Some factors to consider include:
Since your organization no doubt has a wide variety of users, each with different background and regular tasks, you have to choose which users are best suited for validation testing. Some factors to consider include:
- **Location**: If users are in different physical locations, can you support them and get validation feedback from the region they're in?
- **Application knowledge**: Do the users have appropriate knowledge of how the app is supposed to work?
@ -56,10 +54,10 @@ You could seek volunteers who enjoy working with new features and include them i
### Identify and set up devices for validation
In addition to users, it's important to carefully choose devices to participate in app validation as well. For example, ideally, your selection will include devices representing all of the hardware models in your environment.
In addition to users, it's important to carefully choose devices to participate in app validation as well. For example, ideally, your selection includes devices representing all of the hardware models in your environment.
There is more than one way to choose devices for app validation:
There's more than one way to choose devices for app validation:
- **Existing pilot devices**: You might already have a list of devices that you regularly use for testing updates as part of release cycles.
- **Manual selection**: Some internal groups like operations will have expertise to help choose devices manually based on specifications, usage, or records of past support problems.
- **Manual selection**: Some internal groups like operations have expertise to help choose devices manually based on specifications, usage, or records of past support problems.
- **Data-driven analysis**: With appropriate tools, you can use diagnostic data from devices to inform your choices.

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title: Prepare to deploy Windows
description: Final steps to get ready to deploy Windows, including preparing infrastructure, environment, applications, devices, network, capability, and users
ms.prod: windows-client
ms.technology: itpro-updates
ms.topic: conceptual
author: mestew
ms.localizationpriority: medium
ms.author: mstewart
manager: aaroncz
ms.topic: article
ms.technology: itpro-updates
ms.localizationpriority: medium
appliesto:
-<a href=https://learn.microsoft.com/windows/release-health/supported-versions-windows-client target=_blank>Windows 11</a>
-<a href=https://learn.microsoft.com/windows/release-health/supported-versions-windows-client target=_blank>Windows 10</a>
ms.date: 12/31/2017
---
# Prepare to deploy Windows
**Applies to**
- Windows 10
- Windows 11
Having worked through the activities in the planning phase, you should be in a good position to prepare your environment and process to deploy Windows client. The planning phase will have left you with these useful items:
Having worked through the activities in the planning phase, you should be in a good position to prepare your environment and process to deploy Windows client. The planning phase left you with these useful items:
- A clear understanding of necessary personnel and their roles and criteria for [rating app readiness](plan-define-readiness.md)
- A plan for [testing and validating](plan-determine-app-readiness.md) apps
@ -33,26 +31,26 @@ Now you're ready to actually start making changes in your environment to get rea
- Update non-Microsoft security tools like security agents or servers.
- Update non-Microsoft management tools like data loss prevention agents.
Your infrastructure probably includes many different components and tools. Youll need to ensure your environment isnt affected by issues due to the changes you make to the various parts of the infrastructure. Follow these steps:
Your infrastructure probably includes many different components and tools. You need to ensure your environment isn't affected by issues due to the changes you make to the various parts of the infrastructure. Follow these steps:
1. Review all of the infrastructure changes that youve identified in your plan. Its important to understand the changes that need to be made and to detail how to implement them. This process prevents problems later on.
1. Review all of the infrastructure changes that you've identified in your plan. It's important to understand the changes that need to be made and to detail how to implement them. This process prevents problems later on.
2. Validate your changes. Youll validate the changes for your infrastructures components and tools, to help you understand how your changes could affect your production environment.
2. Validate your changes. You validate the changes for your infrastructure's components and tools, to help you understand how your changes could affect your production environment.
3. Implement the changes. Once the changes have been validated, you can implement the changes across the wider infrastructure.
You should also look at your organizations environments configuration and outline how youll implement any necessary changes previously identified in the plan phase to support the update. Consider what youll need to do for the various settings and policies that currently underpin the environment. For example:
You should also look at your organization's environment's configuration and outline how you'll implement any necessary changes previously identified in the plan phase to support the update. Consider what you need to do for the various settings and policies that currently underpin the environment. For example:
- Implement new draft security guidance. New versions of Windows can include new features that improve your environments security. Your security teams will want to make appropriate changes to security-related configurations.
- Implement new draft security guidance. New versions of Windows can include new features that improve your environment's security. Your security teams will want to make appropriate changes to security-related configurations.
- Update security baselines. Security teams understand the relevant security baselines and will have to work to make sure all baselines fit into whatever guidance they have to adhere to.
However, your configuration will consist of many different settings and policies. Its important to only apply changes where they are necessary, and where you gain a clear improvement. Otherwise, your environment might face issues that will slow down the update process. You want to ensure your environment isnt affected adversely because of changes you make. For example:
However, your configuration will consist of many different settings and policies. It's important to only apply changes where they're necessary, and where you gain a clear improvement. Otherwise, your environment might face issues that slow down the update process. You want to ensure your environment isn't affected adversely because of changes you make. For example:
1. Review new security settings. Your security team will review the new security settings to understand how they can best be set to facilitate the update, and to also investigate the potential effects they might have on your environment.
1. Review new security settings. Your security team reviews the new security settings to understand how they can best be set to facilitate the update, and to also investigate the potential effects they might have on your environment.
2. Review security baselines for changes. Security teams will also review all the necessary security baselines, to ensure the changes can be implemented, and ensure your environment remains compliant.
2. Review security baselines for changes. Security teams also review all the necessary security baselines, to ensure the changes can be implemented, and ensure your environment remains compliant.
3. Implement and validate security settings and baseline changes. Your security teams will then implement all of the security settings and baselines, having addressed any potential outstanding issues.
@ -142,9 +140,9 @@ You can also create and run scripts to perform additional cleanup actions on dev
- Compact the operating system by running **Compact.exe /CompactOS:always**.
- Remove Windows Features on Demand that the user doesn't need. See [Features on Demand](/windows-hardware/manufacture/desktop/features-on-demand-v2--capabilities) for more guidance.
- Remove Windows Features on Demand that the user doesn't need. For more information, see [Features on Demand](/windows-hardware/manufacture/desktop/features-on-demand-v2--capabilities).
- Move Windows Known Folders to OneDrive. See [Use Group Policy to control OneDrive sync settings](/onedrive/use-group-policy) for more information.
- Move Windows Known Folders to OneDrive. For more information, see [Use Group Policy to control OneDrive sync settings](/onedrive/use-group-policy).
- Clean up the Software Distribution folder. Try deploying these commands as a batch file to run on devices to reset the download state of Windows Updates:
@ -167,9 +165,9 @@ You can also create and run scripts to perform additional cleanup actions on dev
## Prepare capability
In the plan phase, you determined the specific infrastructure and configuration changes that needed to be implemented to add new capabilities to the environment. Now you can move on to implementing those changes defined in the plan phase. You'll need to complete these higher-level tasks to gain those new capabilities:
In the plan phase, you determined the specific infrastructure and configuration changes that needed to be implemented to add new capabilities to the environment. Now you can move on to implementing those changes defined in the plan phase. You need to complete these higher-level tasks to gain those new capabilities:
- Enable capabilities across the environment by implementing the changes. For example, implement updates to relevant ADMX templates in Active Directory. New Windows versions will come with new policies that you use to update ADMX templates.
- Enable capabilities across the environment by implementing the changes. For example, implement updates to relevant ADMX templates in Active Directory. New Windows versions come with new policies that you use to update ADMX templates.
- Validate new changes to understand how they affect the wider environment.
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## Prepare users
Users often feel like they are forced into updating their devices randomly. They often don't fully understand why an update is needed, and they don't know when updates would be applied to their devices ahead of time. It's best to ensure that upcoming updates are communicated clearly and with adequate warning.
Users often feel like they're forced into updating their devices randomly. They often don't fully understand why an update is needed, and they don't know when updates would be applied to their devices ahead of time. It's best to ensure that upcoming updates are communicated clearly and with adequate warning.
You can employ a variety of measures to achieve this goal, for example:
You can employ various measures to achieve this goal, for example:
- Send overview email about the update and how it will be deployed to the entire organization.
- Send personalized emails to users about the update with specific details.
- Set an opt-out deadline for employees that need to remain on the current version for a bit longer, due to a business need.
- Provide the ability to voluntarily update at users convenience.
- Provide the ability to voluntarily update at users' convenience.
- Inform users of a mandatory installation date when the update will be installed on all devices.