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78
windows/deployment/upgrade/upgrade-readiness-get-started.md
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@ -6,7 +6,7 @@ ms.mktglfcycl: deploy
ms.sitesec: library
ms.pagetype: deploy
author: jaimeo
ms.date: 09/20/2017
ms.date: 03/18/2018
---
# Get started with Upgrade Readiness
@ -25,17 +25,12 @@ When you are ready to begin using Upgrade Readiness, perform the following steps
1. Review [data collection and privacy](#data-collection-and-privacy) information.
2. [Add Upgrade Readiness to OMS](#add-upgrade-readiness-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 Readiness at scale](#deploy-upgrade-readiness-at-scale).
3. [Enroll devices in Windows Analytics](#enroll-devices-in-windows-analytics).
4. [Use Upgrade Readiness to manage Windows Upgrades](#use-upgrade-readiness-to-manage-windows-upgrades) once your devices are enrolled.
## 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 diagnostic data Microsoft collects and how that data is used and protected by Microsoft, see the following topics:
- [Configure Windows diagnostic data in your organization](/windows/configuration/configure-windows-diagnostic-data-in-your-organization)
- [Manage connections from Windows operating system components to Microsoft services](/windows/configuration/manage-connections-from-windows-operating-system-components-to-microsoft-services)
- [Windows 7, Windows 8, and Windows 8.1 appraiser diagnostic data events and fields](https://go.microsoft.com/fwlink/?LinkID=822965)
To enable system, application, and driver data to be shared with Microsoft, you must configure user computers to send data. For information about what diagnostic data Microsoft collects and how that data is used and protected by Microsoft, see the following topics, refer to [Frequently asked questions and troubleshooting Windows Analytics](windows-analytics-FAQ-troubleshooting.md), which discusses the issues and provides links to still more detailed information.
## Add Upgrade Readiness to Operations Management Suite
@ -57,36 +52,9 @@ If you are not using OMS:
5. To add the Upgrade Readiness solution to your workspace, go to the **Solutions Gallery**. Select the **Upgrade Readiness** tile in the gallery and then select **Add** on the solution’s details page. The solution is now visible on your workspace. Note that you may need to scroll to find Upgrade Readiness.
### Copy your commercial ID key
## Enroll devices in Windows Analytics
Microsoft uses a unique commercial ID to map information from user computers to your OMS workspace. This should be generated for you automatically. Copy your commercial ID key in OMS and then deploy it to user computers.
1. On the **Settings** dashboard, navigate to the **Windows telemetry** panel.
![Operations Management Suite dialog showing settings icon (a gear) in the title bar indicated by a red box.](../images/upgrade-analytics-settings.png)
2. On the **Connected Sources** tab, navigate to the Windows telemetry panel.
>**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.
## 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.
| **Endpoint** | **Function** |
|---------------------------------------------------------|-----------|
| `https://v10.vortex-win.data.microsoft.com` | Connected User Experience and Telemetry component endpoint for Windows 10 computers. User computers send data to Microsoft through this endpoint.
| `https://vortex-win.data.microsoft.com` | Connected User Experience and Telemetry component endpoint for operating systems older than Windows 10
| `https://settings-win.data.microsoft.com` | Enables the compatibility update to send data to Microsoft.
| `http://adl.windows.com` | Allows the compatibility update to receive the latest compatibility data from Microsoft. |
Note: The compatibility update KB runs under the computer’s system account.
Once you've added Update Compliance to Microsoft Operations Management Suite, you can now start enrolling the devices in your organization. For full instructions, see [Enrolling devices in Windows Analytics](windows-analytics-get-started.md).
### Connection settings
@ -98,36 +66,6 @@ The settings that are used to enable client computers to connect to Windows diag
| WinHTTP proxy | **ClientProxy=System** | Specify `netsh winhttp set proxy <server>:<port>` on client computers |
| Other proxy | **ClientProxy=User** | Configure the Windows Registry value: <p style="font-size: 12px"> **HKLM\SOFTWARE\Policies\Microsoft\Windows\DataCollection\DisableEnterpriseAuthProxy** </p> to 0 on client computers |
## Deploy the compatibility update and related KBs
The compatibility update KB scans your computers and enables application usage tracking. If you don’t already have these KBs installed, you can download the applicable version from the Microsoft Update Catalog or deploy it using Windows Server Update Services (WSUS) or your software distribution solution, such as System Center Configuration Manager.
| **Operating System** | **KBs** |
|----------------------|-----------------------------------------------------------------------------|
| Windows 10 | The latest cumulative updates must be installed on Windows 10 computers to make sure that the required compatibility updates are installed. You can find the latest cumulative update on the [Microsoft Update Catalog](https://catalog.update.microsoft.com) <P>Note: Windows 10 LTSB is not supported by Upgrade Readiness. See [Upgrade readiness requirements](upgrade-readiness-requirements.md) for more information. |
| 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><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.
If you are planning to enable IE Site Discovery, you will need to install a few additional KBs.
| **Site discovery** | **Update** |
|----------------------|-----------------------------------------------------------------------------|
| [Review site discovery](upgrade-readiness-additional-insights.md#site-discovery) | [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 Readiness deployment script
You can use the Upgrade Readiness deployment script to automate and verify your deployment.
See [Upgrade Readiness deployment script](upgrade-readiness-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 Readiness. 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 Readiness. 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 Readiness 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
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.
@ -138,6 +76,6 @@ To ensure that user computers are receiving the most up to date data from Micros
>When you run the deployment script, it initiates a full scan. The daily scheduled task to capture the deltas is created when the update package is installed. For Windows 10 devices, it's already part of the OS. A full scan averages about 2 MB, but the delta scans are very small. The scheduled task is named **Windows Compatibility Appraiser** and can be found in the Task Scheduler Library under Microsoft > Windows > Application Experience. Deltas are invoked via the nightly scheduled task. It attempts to run around 3:00AM every day. If the system is powered off at that time, the task will run when the system is turned on.
### Distribute the deployment script at scale
## Use Upgrade Readiness to manage Windows Upgrades
Use a software distribution system such as System Center Configuration Manager to distribute the Upgrade Readiness deployment script at scale. For more information, see the [Upgrade Readiness blog](https://blogs.technet.microsoft.com/upgradeanalytics/2016/09/20/new-version-of-the-upgrade-analytics-deployment-script-available/).
Now that your devices are enrolled, you can move on to [Use Upgrade Readiness to manage Windows Upgrades](#use-upgrade-readiness-to-manage-windows-upgrades)..

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windows/deployment/upgrade/upgrade-readiness-requirements.md
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@ -2,8 +2,8 @@
title: Upgrade Readiness requirements (Windows 10)
description: Provides requirements for Upgrade Readiness.
ms.prod: w10
author: greg-lindsay
ms.date: 11/08/2017
author: jaimeo
ms.date: 03/15/2018
---
# Upgrade Readiness requirements
@ -47,34 +47,7 @@ Important: You can use either a Microsoft Account or a Work or School account to
Upgrade Readiness can be integrated with your installation of Configuration Manager. For more information, see [Integrate Upgrade Readiness with System Center Configuration Manager](https://docs.microsoft.com/sccm/core/clients/manage/upgrade/upgrade-analytics).
## Diagnostic data and data sharing
After you’ve signed in to Operations Management Suite and added the Upgrade Readiness 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 Readiness.
See [Windows 7, Windows 8, and Windows 8.1 appraiser diagnostic data events and fields](https://go.microsoft.com/fwlink/?LinkID=822965) for more information about what user computer data Upgrade Readiness collects and assesses. See [Configure Windows diagnostic data in your organization](/windows/configuration/configure-windows-diagnostic-data-in-your-organization) for more information about how Microsoft uses Windows diagnostic data.
**Whitelist diagnostic data endpoints.** To enable diagnostic data to be sent to Microsoft, you’ll need to whitelist the following Microsoft 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`<BR>
`https://vortex-win.data.microsoft.com/health/keepalive`<BR>
`https://settings.data.microsoft.com/qos`<BR>
`https://settings-win.data.microsoft.com/qos`<BR>
`https://go.microsoft.com/fwlink/?LinkID=544713`<BR>
`https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc`<BR>
>**Note** The compatibility update KB runs under the computer’s system account and does not support user authentication in this release.
**Generate your commercial ID key.** Microsoft uses a unique commercial ID GUID to map data from your computers to your OMS workspace. You’ll need to generate your commercial ID key in OMS. We recommend that you save your commercial ID key as you’ll need it later.
**Subscribe your OMS workspace to Upgrade Readiness.** For Upgrade Readiness to receive and display upgrade readiness data from Microsoft, you’ll need to subscribe your OMS workspace to Upgrade Readiness.
**Enable diagnostic data and connect data sources.** To allow Upgrade Readiness to collect system, application, and driver data and assess your organization’s upgrade readiness, communication must be established between Upgrade Readiness and user computers. You’ll need to connect Upgrade Readiness to your data sources and enable diagnostic data to establish communication.
**Deploy compatibility update and related KBs.** The compatibility update KB scans your systems and enables application usage tracking. If you don’t already have this KB installed, you can download the applicable version from the Microsoft Update Catalog or deploy it using Windows Server Update Services (WSUS) or your software distribution solution, such as System Center Configuration Manager.
>**Important**<br> The compatibility update and related KBs are updated frequently to include new compatibility issues as they become known to Microsoft. We recommend that you use a deployment system that allows for automatic updates of these KBs. The compatibility update KB collects inventory information from computers only when it is updated.
**Configure and deploy Upgrade Readiness deployment script.** Configure and deploy the Upgrade Readiness deployment script to user computers to finish setting up.
## Important information about this release