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175
devices/surface-hub/create-and-test-a-device-account-surface-hub.md
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@ -16,166 +16,43 @@ localizationpriority: medium
This topic introduces how to create and test the device account that Microsoft Surface Hub uses to communicate with Microsoft Exchange and Skype.
A "device account" is an account that the Microsoft Surface Hub uses to:
A **device account** is an Exchange resource account that Surface Hub uses to:
- sync its meeting calendar,
- send mail,
- and enable Skype for Business compatibility.
- Display its meeting calendar
- Join Skype for Business calls
- Send email (for example, email whiteboard content from a meeting)
People can book this account by scheduling a meeting with it. The Surface Hub will be able to join that meeting and provide various features to the meeting attendees.
Once the device account is provisioned to a Surface Hub, people can add this account to a meeting invitation the same way that they would invite a meeting room.
>**Important**  Without a device account, none of these features will work.
## Configuration overview
 
This table explains the main steps and configuration decisions when you create a device account.
| Step | Description | Purpose |
|------|---------------------------------|--------------------------------------|
| 1 | Created a logon-enabled Exchange resource mailbox (Exchange 2013 or later, or Exchange Online) | This resource mailbox allows the device to maintain a meeting calendar, receive meeting requests, and send mail. It must be logon-enabled to be provisioned to a Surface Hub. |
| 2 | Configure mailbox properties | The mailbox must be configured with the correct properties to enable the best meeting experience on Surface Hub. For more information on mailbox properties, see [Mailbox properties](exchange-properties-for-surface-hub-device-accounts.md). |
| 3 | Apply a compatible mobile device mailbox policy to the mailbox | Surface Hub is managed using mobile device management (MDM) rather than through mobile device mailbox policies. For compatibility, the device account must have a mobile device mailbox policy where the **PasswordEnabled** setting is set to False. Otherwise, Surface Hub can't sync mail and calendar info. |
| 4 | Enable mailbox with Skype for Business (Lync Server 2013 or later, or Skype for Business Online) | Skype for Business must be enabled to use conferencing features like video calls, IM, and screen sharing. |
| 5 | (Optional) Whitelist ActiveSync Device ID | Your organization may have a global policy that prevents device accounts from syncing mail and calendar info. If so, you need to whitelist the ActiveSync Device ID of your Surface Hub. |
| 6 | (Optional) Disable password expiration | To simplify management, you can turn off password expiration for the device account and allow Surface Hub to automatically rotate the device account password. For more information about password management, see [Password management](password-management-for-surface-hub-device-accounts.md). |
Every device account is unique to a single Surface Hub, and requires some setup:
## Detailed configuration steps
- The device account must be configured correctly, as described in the folllowing sections.
- Your infrastructure must be configured to allow the Surface Hub to validate the device account, and to reach the appropriate Microsoft services.
We recommend setting up your device accounts using remote PowerShell. There are PowerShell scripts available to help create and validate device accounts For more information on PowerShell scripts and instructions, see [Appendix A: PowerShell](appendix-a-powershell-scripts-for-surface-hub.md).
You can think of a device account as the resource account that people recognize as a conference room’s or meeting space’s account. When you want to schedule a meeting using that conference room, you invite the account to that meeting. In order to use the Surface Hub most effectively, you do the same with the device account that's assigned to each one.
For detailed steps using PowerShell to provision a device account, choose an option from the table, based on your organization deployment.
If you already have a resource mailbox account set up for the meeting space where you’re putting a Surface Hub, you can change that resource account into a device account. Once that’s done, all you need to do is add the device account to a Surface Hub. See step 2 of either [On-premises deployment](on-premises-deployment-surface-hub-device-accounts.md) or [Online deployment (Office 365)](online-deployment-surface-hub-device-accounts.md).
| Organization deployment | Description |
|---------------------------------|--------------------------------------|
| [Online deployment (Office 365)](online-deployment-surface-hub-device-accounts.md) | Your organization's environment is deployed entirely on Office 365. |
| [On-premises deployment](on-premises-deployment-surface-hub-device-accounts.md) | Your organization has servers that it controls and uses to host Active Directory, Exchange, and Skype for Business (or Lync). |
| [Hybrid deployment](hybrid-deployment-surface-hub-device-accounts.md) | Your organization has a mix of services, with some hosted on-premises and some hosted online through Office 365. |
The following sections will describe how to create and test a device account before configuring your Surface Hub.
### Basic configuration
These properties represent the minimum configuration for a device account to work on a Surface Hub. Your device account may require further setup, which is covered in [Advanced configuration](#advanced-config).
<table>
<colgroup>
<col width="50%" />
<col width="50%" />
</colgroup>
<thead>
<tr class="header">
<th align="left">Property</th>
<th align="left">Purpose</th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td align="left"><p>Exchange mailbox (Exchange 2013 or later, or Exchange Online)</p></td>
<td align="left"><p>Enabling the account with an Exchange mailbox gives the device account the capability to receive and send both mail and meeting requests, and to display a meetings calendar on the Surface Hub’s welcome screen. The Surface Hub mailbox must be a room mailbox.</p></td>
</tr>
<tr class="even">
<td align="left"><p>Skype for Business-enabled (Lync/Skype for Business 2013 or later or Skype for Business Online)</p></td>
<td align="left"><p>Skype for Business must be enabled in order to use various conferencing features, like video calls, IM, and screen-sharing.</p></td>
</tr>
<tr class="odd">
<td align="left"><p>Password-enabled</p></td>
<td align="left"><p>The device account must be enabled with a password, or it cannot authenticate with either Exchange or Skype for Business.</p></td>
</tr>
<tr class="even">
<td align="left"><p>Compatible EAS policies</p></td>
<td align="left"><p>The device account must use a compatible EAS policy in order for it to sync its mail and calendar. In order to implement this policy, the PasswordEnabled property must be set to False. If an incompatible EAS policy is used, the Surface Hub will not be able to use any services provided by Exchange and ActiveSync.</p></td>
</tr>
</tbody>
</table>
 
### <a href="" id="advanced-config"></a>Advanced configuration
While the properties for the basic configuration will allow the device account to be set up in a simple environment, it is possible your environment has other restrictions on directory accounts that must be met in order for the Surface Hub to successfully use the device account.
<table>
<colgroup>
<col width="50%" />
<col width="50%" />
</colgroup>
<thead>
<tr class="header">
<th align="left">Property</th>
<th align="left">Purpose</th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td align="left"><p>Certificate-based authentication</p></td>
<td align="left"><p>Certificates may be required for both ActiveSync and Skype for Business. To deploy certificates, you need to use provisioning packages or an MDM solution.</p>
<p>See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details.</p></td>
</tr>
<tr class="even">
<td align="left"><p>Allowed device IDs (ActiveSync Device ID)</p></td>
<td align="left"><p>Your Exchange ActiveSync setup may require that an account must whitelist device IDs so that ActiveSync can retrieve the device account’s mail and calendar. You must ensure that the Surface Hub’s device ID is added to this whitelist. This can either be configured using PowerShell (by setting the <code>ActiveSyncAllowedDeviceIDs</code> property) or the Exchange administrative portal.</p>
<p>You can find out how to find and whitelist a device ID with PowerShell in [Allowing device IDs for ActiveSync](appendix-a-powershell-scripts-for-surface-hub.md#whitelisting-device-ids-cmdlet).</p></td>
</tr>
</tbody>
</table>
 
### How do I set up the account?
The best way to set up device accounts is to configure them using remote PowerShell. We provide several PowerShell scripts that will help create new device accounts, or validate existing resource accounts you have in order to help you turn them into compatible Surface Hub device accounts. These PowerShell scripts, and instructions for their use, are in [Appendix: PowerShell](appendix-a-powershell-scripts-for-surface-hub.md).
You can check online for updated versions at [Surface Hub device account scripts](http://aka.ms/surfacehubscripts).
### Device account configuration
Your infrastructure will likely fall into one of three configurations. Which configuration you have will affect how you prepare for device setup.
- [Online deployment (Office 365)](online-deployment-surface-hub-device-accounts.md): Your organization’s environment is deployed entirely on Office 365.
- [On-premises deployment](on-premises-deployment-surface-hub-device-accounts.md): Your organization has servers that it controls, where Active Directory, Exchange, and Skype for Business (or Lync) are hosted.
- [Hybrid deployment](hybrid-deployment-surface-hub-device-accounts.md): Your organization has a mix of services, with some hosted on-premises and some hosted online through Office 365.
If you prefer to use the Office 365 UI over PowerShell cmdlets, some steps can be performed manually. See [Creating a device account using Office 365](create-a-device-account-using-office-365.md).
### Device account resources
These sections describe resources used by the Surface Hub device account.
- [Exchange properties](exchange-properties-for-surface-hub-device-accounts.md): The Exchange properties of the device account must be set to particular values for the Surface Hub to work properly.
- [Applying ActiveSync policies to device accounts](apply-activesync-policies-for-surface-hub-device-accounts.md): The Surface Hub uses ActiveSync to sync both mail and its meeting calendar.
- [Password management](password-management-for-surface-hub-device-accounts.md): Every device account requires a password to authenticate. This section describes your options for managing this password.
## In this section
If you prefer to use a graphical user interface, some steps can be done using UI instead of PowerShell.
For more information, see [Creating a device account using UI](create-a-device-account-using-office-365.md).
<table>
<colgroup>
<col width="50%" />
<col width="50%" />
</colgroup>
<thead>
<tr class="header">
<th align="left">Topic</th>
<th align="left">Description</th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td align="left"><p>[Online deployment](online-deployment-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>This topic has instructions for adding a device account for your Surface Hub when you have a pure, online deployment.</p></td>
</tr>
<tr class="even">
<td align="left"><p>[On-premises deployment](on-premises-deployment-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>This topic explains how you add a device account for your Surface Hub when you have a single-forest, on-premises deployment.</p></td>
</tr>
<tr class="odd">
<td align="left"><p>[Hybrid deployment](hybrid-deployment-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>A hybrid deployment requires special processing in order to set up a device account for your Surface Hub. If you’re using a hybrid deployment, in which your organization has a mix of services, with some hosted on-premises and some hosted online, then your configuration will depend on where each service is hosted. This topic covers hybrid deployments for [Exchange hosted on-prem](#hybrid-exchange-on-prem), and [Exchange hosted online](#hybrid-exchange-online). Because there are so many different variations in this type of deployment, it's not possible to provide detailed instructions for all of them. The following process will work for many configurations. If the process isn't right for your setup, we recommend that you use PowerShell (see [Appendix: PowerShell](appendix-a-powershell-scripts-for-surface-hub.md)) to achieve the same end result as documented here, and for other deployment options. You should then use the provided PowerShell script to verify your Surface Hub setup. (See [Account Verification Script](appendix-a-powershell-scripts-for-surface-hub.md#acct-verification-ps-scripts).)</p></td>
</tr>
<tr class="even">
<td align="left"><p>[Create a device account using UI](create-a-device-account-using-office-365.md)</p></td>
<td align="left"><p>If you prefer to use a graphical user interface, you can create a device account for your Surface Hub with either the [Office 365 UI](#create-device-acct-o365) or the [Exchange Admin Center](#create-device-acct-eac).</p></td>
</tr>
<tr class="odd">
<td align="left"><p>[Microsoft Exchange properties](exchange-properties-for-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>Some Exchange properties of the device account must be set to particular values to have the best meeting experience on Surface Hub. The following table lists various Exchange properties based on PowerShell cmdlet parameters, their purpose, and the values they should be set to.</p></td>
</tr>
<tr class="even">
<td align="left"><p>[Applying ActiveSync policies to device accounts](apply-activesync-policies-for-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>The Surface Hub's device account uses ActiveSync to sync mail and calendar. This allows people to join and start scheduled meetings from the Surface Hub, and allows them to email any whiteboards they have made during their meeting.</p></td>
</tr>
<tr class="odd">
<td align="left"><p>[Password management](password-management-for-surface-hub-device-accounts.md)</p></td>
<td align="left"><p>Every Surface Hub device account requires a password to authenticate and enable features on the device.</p></td>
</tr>
</tbody>
</table>
 

34
windows/deploy/refresh-a-windows-7-client-with-windows-10-using-configuration-manager.md
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@ -40,30 +40,30 @@ In this topic, we assume that you have a Windows 7 SP1 client named PC0003 with
1. On CM01, using the Configuration Manager console, in the Asset and Compliance workspace, right-click **Device Collections**, and then select **Create Device Collection**. Use the following settings:
1. General
* General
2. Name: Install Windows 10 Enterprise x64
* Name: Install Windows 10 Enterprise x64
3. Limited Collection: All Systems
* Limited Collection: All Systems
4. Membership rules:
* Membership rules:
5. Direct rule
* Direct rule
6. Resource Class: System Resource
* Resource Class: System Resource
7. Attribute Name: Name
* Attribute Name: Name
8. Value: PC0003
* Value: PC0003
9. Select **Resources**
* Select **Resources**
10. Select **PC0003**
* Select **PC0003**
2. Review the Install Windows 10 Enterprise x64 collection. Do not continue until you see the PC0003 machine in the collection.
**Note**  
It may take a short while for the collection to refresh; you can view progress via the Colleval.log file. If you want to speed up the process, you can manually update membership on the Install Windows 10 Enterprise x64 collection by right-clicking the collection and selecting Update Membership.
>[!NOTE] 
>It may take a short while for the collection to refresh; you can view progress via the Colleval.log file. If you want to speed up the process, you can manually update membership on the Install Windows 10 Enterprise x64 collection by right-clicking the collection and selecting Update Membership.
 
@ -82,8 +82,8 @@ Using the Configuration Manager console, in the Software Library workspace, sele
- Make available to the following: Configuration Manager clients, media and PXE
**Note**  
It is not necessary to make the deployment available to media and Pre-Boot Execution Environment (PXE) for a computer refresh, but you will use the same deployment for bare-metal deployments later on and you will need it at that point.
>[!NOTE]  
>It is not necessary to make the deployment available to media and Pre-Boot Execution Environment (PXE) for a computer refresh, but you will use the same deployment for bare-metal deployments later on and you will need it at that point.
 
@ -110,10 +110,8 @@ Now you can start the computer refresh on PC0003.
1. Using the Configuration Manager console, in the Asset and Compliance workspace, in the Install Windows 10 Enterprise x64 collection, right-click **PC0003** and select **Client Notification / Download Computer Policy**. Click **OK**.
**Note**  
The Client Notification feature is new in Configuration Manager.
 
>[!NOTE]  
>The Client Notification feature is new in Configuration Manager.
2. On PC0003, using the Software Center (begin using the Start screen, or click the **New software is available** balloon in the system tray), select the **Windows 10 Enterprise x64 RTM** deployment and click **INSTALL**.

59
windows/deploy/refresh-a-windows-7-computer-with-windows-10.md
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@ -20,7 +20,7 @@ This topic will show you how to use MDT 2013 Update 2 Lite Touch Installation (L
For the purposes of this topic, we will use three machines: DC01, MDT01, and PC0001. DC01 is a domain controller and MDT01 is a Windows Server 2012 R2 Standard server. PC0001 is a machine with Windows 7 Service Pack 1 (SP1) that is going to be refreshed into a Windows 10 machine, with data and settings restored. MDT01 and PC0001 are members of the domain contoso.com for the fictitious Contoso Corporation. For more details on the setup for this topic, please see [Deploy Windows 10 with the Microsoft Deployment Toolkit](deploy-windows-10-with-the-microsoft-deployment-toolkit.md#proof).
![figure 1](images/mdt-04-fig01.png)
![The machines used in this topic](images/mdt-04-fig01.png "The machines used in this topic")
Figure 1. The machines used in this topic.
@ -28,15 +28,21 @@ Figure 1. The machines used in this topic.
Even though a computer will appear, to the end user, to be upgraded, a computer refresh is not, technically, an in-place upgrade. A computer refresh also involves taking care of user data and settings from the old installation and making sure to restore those at the end of the installation.
For a computer refresh with MDT, you use the User State Migration Tool (USMT), which is part of the Windows Assessment and Deployment Kit (ADK) for Windows 10, to migrate user data and settings. To complete a computer refresh you will:
1. Back up data and settings locally, in a backup folder.
2. Wipe the partition, except for the backup folder.
3. Apply the new operating system image.
4. Install other applications.
5. Restore data and settings.
During the computer refresh, USMT uses a feature called Hard-Link Migration Store. When you use this feature, the files are simply linked in the file system, which allows for fast migration, even when there is a lot of data.
**Note**  
In addition to the USMT backup, you can enable an optional full Windows Imaging (WIM) backup of the machine by configuring the MDT rules. If you do this, a .wim file is created in addition to the USMT backup. The .wim file will contain the entire volume from the computer, and helpdesk personnel can extract content from it if needed. Please note that this is a data WIM backup only. Using this backup to restore the entire machine is not a supported scenario.
>[!NOTE] 
>In addition to the USMT backup, you can enable an optional full Windows Imaging (WIM) backup of the machine by configuring the MDT rules. If you do this, a .wim file is created in addition to the USMT backup. The .wim file will contain the entire volume from the computer, and helpdesk personnel can extract content from it if needed. Please note that this is a data WIM backup only. Using this backup to restore the entire machine is not a supported scenario.
 
### Multi-user migration
@ -45,8 +51,8 @@ by configuring command-line switches to ScanState (added as rules in MDT).
As an example, the following line configures USMT to migrate only domain user profiles and not profiles from the local SAM account database: ScanStateArgs=/ue:\*\\\* /ui:CONTOSO\\\*
**Note**  
You also can combine the preceding switches with the /uel switch, which excludes profiles that have not been accessed within a specific number of days. For example, adding /uel:60 will configure ScanState (or LoadState) not to include profiles that haven't been accessed for more than 60 days.
>[!NOTE] 
>You also can combine the preceding switches with the /uel switch, which excludes profiles that have not been accessed within a specific number of days. For example, adding /uel:60 will configure ScanState (or LoadState) not to include profiles that haven't been accessed for more than 60 days.
 
### Support for additional settings
@ -55,12 +61,15 @@ In addition to the command-line switches that control which profiles to migrate,
## <a href="" id="sec02"></a>Create a custom User State Migration Tool (USMT) template
In this section, you learn to migrate additional data using a custom template. You configure the environment to use a custom USMT XML template that will:
1. Back up the **C:\\Data** folder (including all files and folders).
2. Scan the local disk for PDF documents (\*.pdf files) and restore them into the **C:\\Data\\PDF Documents** folder on the destination machine.
The custom USMT template is named MigContosoData.xml, and you can find it in the sample files for this documentation, which include:
- [Gather script](https://go.microsoft.com/fwlink/p/?LinkId=619361)
- [Set-OUPermissions](https://go.microsoft.com/fwlink/p/?LinkId=619362) script
- [MDT Sample Web Service](https://go.microsoft.com/fwlink/p/?LinkId=619363)
The custom USMT template is named MigContosoData.xml, and you can find it in the sample files for this documentation, which include:
* [Gather script](https://go.microsoft.com/fwlink/p/?LinkId=619361)
* [Set-OUPermissions](https://go.microsoft.com/fwlink/p/?LinkId=619362) script
* [MDT Sample Web Service](https://go.microsoft.com/fwlink/p/?LinkId=619363)
### Add the custom XML template
@ -77,27 +86,30 @@ In order to use the custom MigContosoData.xml USMT template, you need to copy it
After adding the additional USMT template and configuring the CustomSettings.ini file to use it, you are now ready to refresh a Windows 7 SP1 client to Windows 10. In these steps, we assume you have a Windows 7 SP1 client named PC0001 in your environment that is ready for a refresh to Windows 10.
**Note**  
MDT also supports an offline computer refresh. For more info on that scenario, see the USMTOfflineMigration property in the [MDT resource page](https://go.microsoft.com/fwlink/p/?LinkId=618117).
>[!NOTE]   
>MDT also supports an offline computer refresh. For more info on that scenario, see the USMTOfflineMigration property in the [MDT resource page](https://go.microsoft.com/fwlink/p/?LinkId=618117).
 
### Upgrade (refresh) a Windows 7 SP1 client
1. On PC0001, log on as **CONTOSO\\Administrator**. Start the Lite Touch Deploy Wizard by executing **\\\\MDT01\\MDTProduction$\\Scripts\\Litetouch.vbs**. Complete the deployment guide using the following settings:
1. Select a task sequence to execute on this computer: Windows 10 Enterprise x64 RTM
2. Computer name: &lt;default&gt;
3. Specify where to save a complete computer backup: Do not back up the existing computer
**Note**  
Skip this optional full WIM backup. The USMT backup will still run.
* Select a task sequence to execute on this computer: Windows 10 Enterprise x64 RTM
* Computer name: &lt;default&gt;
* Specify where to save a complete computer backup: Do not back up the existing computer
>[!NOTE]
>Skip this optional full WIM backup. The USMT backup will still run.
 
2. Select one or more applications to install: Install - Adobe Reader XI - x86
3. The setup now starts and does the following:
1. Backs up user settings and data using USMT.
2. Installs the Windows 10 Enterprise x64 operating system.
3. Installs the added application(s).
4. Updates the operating system via your local Windows Server Update Services (WSUS) server.
5. Restores user settings and data using USMT.
![figure 2](images/fig2-taskseq.png)
3. The setup now starts and does the following:
* Backs up user settings and data using USMT.
* Installs the Windows 10 Enterprise x64 operating system.
* Installs the added application(s).
* Updates the operating system via your local Windows Server Update Services (WSUS) server.
* Restores user settings and data using USMT.
![Start the computer refresh from the running Windows 7 client](images/fig2-taskseq.png "Start the computer refresh from the running Windows 7 client")
Figure 2. Starting the computer refresh from the running Windows 7 SP1 client.
@ -109,7 +121,6 @@ Figure 2. Starting the computer refresh from the running Windows 7 SP1 client.
[Deploy a Windows 10 image using MDT 2013 Update 2](deploy-a-windows-10-image-using-mdt.md)
[Build a distributed environment for Windows 10 deployment](build-a-distributed-environment-for-windows-10-deployment.md)
[Replace a Windows 7 computer with a Windows 10 computer](replace-a-windows-7-computer-with-a-windows-10-computer.md)

62
windows/deploy/replace-a-windows-7-client-with-windows-10-using-configuration-manager.md
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@ -32,9 +32,9 @@ In this topic, you will create a backup-only task sequence that you run on PC000
3. On the **General** page, assign the following settings and click **Next**:
1. Task sequence name: Replace Task Sequence
* Task sequence name: Replace Task Sequence
2. Task sequence comments: USMT backup only
* Task sequence comments: USMT backup only
4. On the **Boot Image** page, browse and select the **Zero Touch WinPE x64** boot image package. Then click **Next**.
@ -48,9 +48,11 @@ In this topic, you will create a backup-only task sequence that you run on PC000
9. On the **Confirmation** page, click **Finish**.
10. Review the Replace Task Sequence. Note: This task sequence has many fewer actions than the normal client task sequence. If it doesn't seem different, make sure you selected the Client Replace Task Sequence template when creating the task sequence.
10. Review the Replace Task Sequence.
>[!NOTE]
>This task sequence has many fewer actions than the normal client task sequence. If it doesn't seem different, make sure you selected the Client Replace Task Sequence template when creating the task sequence.
![figure 34](images/mdt-06-fig42.png)
![The back-up only task sequence](images/mdt-06-fig42.png "The back-up only task sequence")
Figure 34. The backup-only task sequence (named Replace Task Sequence).
@ -67,13 +69,13 @@ This section walks you through the process of associating a blank machine, PC000
4. On the **Single Computer** page, use the following settings and then click **Next**:
1. Computer Name: PC0006
* Computer Name: PC0006
2. MAC Address: &lt;the mac address from step 1&gt;
* MAC Address: &lt;the mac address from step 1&gt;
3. Source Computer: PC0004
* Source Computer: PC0004
![figure 35](images/mdt-06-fig43.png)
![Create the computer association](images/mdt-06-fig43.png "Create the computer association")
Figure 35. Creating the computer association between PC0004 and PC0006.
@ -96,25 +98,25 @@ This section walks you through the process of associating a blank machine, PC000
1. On CM01, using the Configuration Manager console, in the Asset and Compliance workspace, right-click **Device Collections**, and then select **Create Device Collection**. Use the following settings.
1. General
* General
2. Name: USMT Backup (Replace)
* Name: USMT Backup (Replace)
3. Limited Collection: All Systems
* Limited Collection: All Systems
4. Membership rules:
* Membership rules:
5. Direct rule
* Direct rule
6. Resource Class: System Resource
* Resource Class: System Resource
7. Attribute Name: Name
* Attribute Name: Name
8. Value: PC0004
* Value: PC0004
9. Select **Resources**
* Select **Resources**
10. Select **PC0004**
* Select **PC0004**
2. Review the USMT Backup (Replace) collection. Do not continue until you see the PC0004 machine in the collection.
@ -158,10 +160,8 @@ This section assumes that you have a machine named PC0004 with the Configuration
2. In the **Actions** tab, select the **Machine Policy Retrieval & Evaluation Cycle**, select **Run Now**, and click **OK**.
**Note**  
You also can use the Client Notification option in the Configuration Manager console, as shown in [Refresh a Windows 7 SP1 client with Windows 10 using Configuration Manager](refresh-a-windows-7-client-with-windows-10-using-configuration-manager.md).
 
>[!NOTE]  
>You also can use the Client Notification option in the Configuration Manager console, as shown in [Refresh a Windows 7 SP1 client with Windows 10 using Configuration Manager](refresh-a-windows-7-client-with-windows-10-using-configuration-manager.md).
3. Using the Software Center, select the **Replace Task Sequence** deployment and click **INSTALL**.
@ -173,8 +173,8 @@ This section assumes that you have a machine named PC0004 with the Configuration
7. Using the Configuration Manager console, in the Asset and Compliance workspace, select the **User State Migration** node, right-click the **PC0004/PC0006** association, and select **View Recovery Information**. Note that the object now also has a user state store location.
**Note**  
It may take a few minutes for the user state store location to be populated.
>[!NOTE]  
>It may take a few minutes for the user state store location to be populated.
 
@ -183,21 +183,21 @@ It may take a few minutes for the user state store location to be populated.
1. Start the PC0006 virtual machine, press **F12** to Pre-Boot Execution Environment (PXE) boot when prompted. Allow it to boot Windows Preinstallation Environment (Windows PE), and then complete the deployment wizard using the following settings:
1. Password: P@ssw0rd
* Password: P@ssw0rd
2. Select a task sequence to execute on this computer: Windows 10 Enterprise x64 Custom Image
* Select a task sequence to execute on this computer: Windows 10 Enterprise x64 Custom Image
2. The setup now starts and does the following:
1. Installs the Windows 10 operating system
* Installs the Windows 10 operating system
2. Installs the Configuration Manager client
* Installs the Configuration Manager client
3. Joins it to the domain
* Joins it to the domain
4. Installs the applications
* Installs the applications
5. Restores the PC0004 backup
* Restores the PC0004 backup
When the process is complete, you will have a new Windows 10 machine in your domain with user data and settings restored.

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windows/deploy/replace-a-windows-7-computer-with-a-windows-10-computer.md
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@ -19,7 +19,7 @@ author: mtniehaus
A computer replace scenario for Windows 10 is quite similar to a computer refresh for Windows 10; however, because you are replacing a machine, you cannot store the backup on the old computer. Instead you need to store the backup to a location where the new computer can read it.
For the purposes of this topic, we will use four machines: DC01, MDT01, PC0002, and PC0007. DC01 is a domain controller and MDT01 is a Windows Server 2012 R2 standard server. PC0002 is an old machine running Windows 7 SP1. It is going to be replaced by a new Windows 10 machine, PC0007. User State Migration Tool (USMT) will be used to backup and restore data and settings. MDT01, PC0002, and PC0007 are members of the domain contoso.com for the fictitious Contoso Corporation. For more details on the setup for this topic, please see [Deploy Windows 10 with the Microsoft Deployment Toolkit](deploy-windows-10-with-the-microsoft-deployment-toolkit.md#proof).
![figure 1](images/mdt-03-fig01.png)
![The machines used in this topic](images/mdt-03-fig01.png "The machines used in this topic")
Figure 1. The machines used in this topic.
@ -30,11 +30,13 @@ When preparing for the computer replace, you need to create a folder in which to
### Configure the rules on the Microsoft Deployment Toolkit (MDT) Production share
1. On MDT01, using the Deployment Workbench, update the MDT Production deployment share rules.
2. Change the **SkipUserData=YES** option to **NO**, and click **OK**.
### Create and share the MigData folder
1. On MDT01, log on as **CONTOSO\\Administrator**.
2. Create and share the **E:\\MigData** folder by running the following three commands in an elevated Windows PowerShell prompt:
``` syntax
New-Item -Path E:\MigData -ItemType directory
@ -45,75 +47,89 @@ When preparing for the computer replace, you need to create a folder in which to
### Create a backup only (replace) task sequence
1. On MDT01, using the Deployment Workbench, in the MDT Production deployment share, select the **Task Sequences** node and create a new folder named **Other**.
2. Right-click the **Other** folder and select **New Task Sequence**. Use the following settings for the New Task Sequence Wizard:
1. Task sequence ID: REPLACE-001
2. Task sequence name: Backup Only Task Sequence
3. Task sequence comments: Run USMT to backup user data and settings
4. Template: Standard Client Replace Task Sequence
* Task sequence ID: REPLACE-001
* Task sequence name: Backup Only Task Sequence
* Task sequence comments: Run USMT to backup user data and settings
* Template: Standard Client Replace Task Sequence
3. In the **Other** folder, double-click **Backup Only Task Sequence**, and then in the **Task Sequence** tab, review the sequence. Notice that it only contains a subset of the normal client task sequence actions.
![figure 2](images/mdt-03-fig02.png)
![The Backup Only Task Sequence action list](images/mdt-03-fig02.png "The Backup Only Task Sequence action list")
Figure 2. The Backup Only Task Sequence action list.
## <a href="" id="sec02"></a>Perform the computer replace
During a computer replace, these are the high-level steps that occur:
1. On the computer you are replacing, a special replace task sequence runs the USMT backup and, if you configured it, runs the optional full Window Imaging (WIM) backup.
2. On the new machine, you perform a standard bare-metal deployment. At the end of the bare-metal deployment, the USMT backup from the old computer is restored.
### Execute the replace task sequence
1. On PC0002, log on as **CONTOSO\\Administrator**.
2. Verify that you have write access to the **\\\\MDT01\\MigData$** share.
3. Execute **\\\\MDT01\\MDTProduction$\\Scripts\\LiteTouch.vbs**.
4. Complete the Windows Deployment Wizard using the following settings:
1. Select a task sequence to execute on this computer: Backup Only Task Sequence
1. Specify where to save your data and settings: Specify a location
2. Location: \\\\MDT01\\MigData$\\PC0002
**Note**  
If you are replacing the computer at a remote site you should create the MigData folder on MDT02 and use that share instead.
* Specify where to save your data and settings: Specify a location
* Location: \\\\MDT01\\MigData$\\PC0002
>[!NOTE]  
>If you are replacing the computer at a remote site you should create the MigData folder on MDT02 and use that share instead.
 
2. Specify where to save a complete computer backup: Do not back up the existing computer
3. Password: P@ssw0rd
The task sequence will now run USMT (Scanstate.exe) to capture user data and settings of the machine.
![figure 3](images/mdt-03-fig03.png)
![The new task sequence](images/mdt-03-fig03.png "The new task sequence")
Figure 3. The new task sequence running the Capture User State action on PC0002.
5. On MDT01, verify that you have an USMT.MIG compressed backup file in the **E:\\MigData\\PC0002\\USMT** folder.
![figure 4](images/mdt-03-fig04.png)
![The USMT backup](images/mdt-03-fig04.png "The USMT backup")
Figure 4. The USMT backup of PC0002.
### Deploy the PC0007 virtual machine
1. Create a virtual machine with the following settings:
1. Name: PC0007
2. Location: C:\\VMs
3. Generation: 2
4. Memory: 2048 MB
5. Hard disk: 60 GB (dynamic disk)
* Name: PC0007
* Location: C:\\VMs
* Generation: 2
* Memory: 2048 MB
* Hard disk: 60 GB (dynamic disk)
2. Start the PC0007 virtual machine, and press **Enter** to start the Pre-Boot Execution Environment (PXE) boot. The machine will now load the Windows PE boot image from the WDS server.
![figure 5](images/mdt-03-fig05.png)
![The initial PXE boot process](images/mdt-03-fig05.png "The initial PXE boot process")
Figure 5. The initial PXE boot process of PC0005.
3. After Windows Preinstallation Environment (Windows PE) has booted, complete the Windows Deployment Wizard using the following settings:
1. Password: P@ssw0rd
2. Select a task sequence to execute on this computer:
1. Windows 10 Enterprise x64 RTM Custom Image
2. Computer Name: PC0007
3. Applications: Select the Install - Adobe Reader XI - x86 application.
* Password: P@ssw0rd
* Select a task sequence to execute on this computer:
* Windows 10 Enterprise x64 RTM Custom Image
* Computer Name: PC0007
* Applications: Select the Install - Adobe Reader XI - x86 application.
4. The setup now starts and does the following:
1. Installs the Windows 10 Enterprise operating system.
2. Installs the added application.
3. Updates the operating system via your local Windows Server Update Services (WSUS) server.
4. Restores the USMT backup from PC0002.
* Installs the Windows 10 Enterprise operating system.
* Installs the added application.
* Updates the operating system via your local Windows Server Update Services (WSUS) server.
* Restores the USMT backup from PC0002.
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