endpoint manager rebrand

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MandiOhlinger 2022-11-02 16:11:40 -04:00
parent c7b29df567
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@ -198,7 +198,7 @@
href: update/update-compliance-v2-configuration-script.md
- name: Configure clients manually
href: update/update-compliance-v2-configuration-manual.md
- name: Configure clients with Microsoft Endpoint Manager
- name: Configure clients with Microsoft Intune
href: update/update-compliance-v2-configuration-mem.md
- name: Use Update Compliance (preview)
items:
@ -237,7 +237,7 @@
href: update/update-compliance-configuration-script.md
- name: Manually configuring devices for Update Compliance
href: update/update-compliance-configuration-manual.md
- name: Configuring devices for Update Compliance in Microsoft Endpoint Manager
- name: Configuring devices for Update Compliance in Microsoft Intune
href: update/update-compliance-configuration-mem.md
- name: Update Compliance monitoring
items:
@ -436,7 +436,7 @@
- name: User State Migration Tool (USMT) technical reference
items:
- name: USMT overview topics
- name: USMT overview articles
items:
- name: USMT overview
href: usmt/usmt-overview.md
@ -444,7 +444,7 @@
href: usmt/getting-started-with-the-user-state-migration-tool.md
- name: Windows upgrade and migration considerations
href: upgrade/windows-upgrade-and-migration-considerations.md
- name: USMT How-to topics
- name: USMT How-to articles
items:
- name: Exclude Files and Settings
href: usmt/usmt-exclude-files-and-settings.md

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@ -20,7 +20,7 @@ ms.technology: itpro-updates
A "service management" mindset means that the devices in your organization fall into a continuum, with the software update process being constantly planned, deployed, monitored, and optimized. And once you use this process for feature updates, quality updates become a lightweight procedure that is simple and fast to execute, ultimately increasing velocity.
When you move to a service management model, you need effective ways of rolling out updates to representative groups of devices. Weve found that a ring-based deployment works well for us at Microsoft and many other organizations across the globe. Deployment rings in Windows client are similar to the deployment groups most organizations constructed for previous major revision upgrades. They are simply a method to separate devices into a deployment timeline.
When you move to a service management model, you need effective ways of rolling out updates to representative groups of devices. Weve found that a ring-based deployment works well for us at Microsoft and many other organizations across the globe. Deployment rings in Windows client are similar to the deployment groups most organizations constructed for previous major revision upgrades. They're simply a method to separate devices into a deployment timeline.
At the highest level, each “ring” comprises a group of users or devices that receive a particular update concurrently. For each ring, IT administrators set criteria to control deferral time or adoption (completion) that should be met before deployment to the next broader ring of devices or users can occur.
@ -39,7 +39,7 @@ A common ring structure uses three deployment groups:
## How many rings should I have?
There are no definite rules for exactly how many rings to have for your deployments. As mentioned previously, you might want to ensure zero downtime for mission-critical devices by putting them in their own ring. If you have a large organization, you might want to consider assigning devices to rings based on geographic location or the size of rings so that helpdesk resources are more available. Consider the needs of your business and introduce rings that make sense for your organization.
There are no definite rules for exactly how many rings to have for your deployments. As mentioned previously, you might want to ensure zero downtime for mission-critical devices by putting them in their own ring. If you have a large organization, you might want to consider assigning devices to rings based on geographic location. Or assign based on the size of rings so that helpdesk resources are more available. Consider the needs of your business and introduce rings that make sense for your organization.
## Advancing between rings
@ -60,17 +60,17 @@ The purpose of the Preview ring is to evaluate the new features of the update. I
### Who goes in the Preview ring?
The Preview ring users are the most tech savvy and resilient people, who will not lose productivity if something goes wrong. In general, these users are IT pros, and perhaps a few people in the business organization.
The Preview ring users are the most tech savvy and resilient people, who won't lose productivity if something goes wrong. In general, these users are IT pros, and perhaps a few people in the business organization.
During your plan and prepare phases, you should focus on the following activities:
- Work with Windows Insider Preview builds.
- Identify the features and functionality your organization can or wants to use.
- Establish who will use the features and how they will benefit.
- Understand why you are putting out the update.
- Establish who will use the features and how they'll benefit.
- Understand why you're putting out the update.
- Plan for usage feedback.
Remember, you are working with pre-release software in the Preview ring and you will be evaluating features and testing the update for a targeted release.
Remember, you're working with pre-release software in the Preview ring and you'll be evaluating features and testing the update for a targeted release.
> [!IMPORTANT]
> If you are using Windows Insider (pre-release) releases for your preview ring and you are using WSUS or Windows Update for Business, be sure to set the following policies to allow for Preview builds:
@ -80,11 +80,11 @@ Remember, you are working with pre-release software in the Preview ring and you
## Limited ring
The purpose of the Limited ring is to validate the update on representative devices across the network. During this period, data, and feedback are generated to enable the decision to move forward to broader deployment. Desktop
Analytics can help with defining a good Limited ring of representative devices and assist in monitoring the deployment.
Analytics can help with defining a good Limited ring of representative devices and help monitor the deployment.
### Who goes in the Limited ring?
The most important part of this phase is finding a representative sample of devices and applications across your network. If possible, all hardware and all applications should be represented, and it's important that the people selected for this ring are using their devices regularly in order to generate the data you will need to make a decision for broader deployment across your organization. The IT department, lab devices, and users with the most cutting-edge hardware usually dont have the applications or device drivers that are truly a representative sample of your network.
The most important part of this phase is finding a representative sample of devices and applications across your network. If possible, all hardware and all applications should be represented. It's important that the people selected for this ring are using their devices regularly to generate the data you'll need to make a decision for broader deployment across your organization. The IT department, lab devices, and users with the most cutting-edge hardware usually dont have the applications or device drivers that are truly a representative sample of your network.
During your pilot and validate phases, you should focus on the following activities:
@ -93,7 +93,7 @@ During your pilot and validate phases, you should focus on the following activit
- Assess and act if issues are encountered.
- Move forward unless blocked.
When you deploy to the Limited ring, youll be able to gather data and react to incidents happening in the environment, quickly addressing any issues that might arise. Ensure you monitor for sufficient adoption within this ring, because your Limited ring represents your organization across the board, and when you achieve sufficient adoption, you can have confidence that your broader deployment will run more smoothly.
When you deploy to the Limited ring, youll be able to gather data and react to incidents happening in the environment, quickly addressing any issues that might arise. Ensure you monitor for sufficient adoption within this ring. Your Limited ring represents your organization across the board. When you achieve sufficient adoption, you can have confidence that your broader deployment will run more smoothly.
## Broad deployment
@ -101,7 +101,7 @@ Once the devices in the Limited ring have had a sufficient stabilization period,
### Who goes in the Broad deployment ring?
In most businesses, the Broad ring includes the rest of your organization. Because of the work in the previous ring to vet stability and minimize disruption (with diagnostic data to support your decision) broad deployment can occur relatively quickly.
In most businesses, the Broad ring includes the rest of your organization. Because of the work in the previous ring to vet stability and minimize disruption (with diagnostic data to support your decision), a broad deployment can occur relatively quickly.
> [!NOTE]
> In some instances, you might hold back on mission-critical devices (such as medical devices) until deployment in the Broad ring is complete. Get best practices and recommendations for deploying Windows client feature updates to mission critical-devices.
@ -109,19 +109,19 @@ In most businesses, the Broad ring includes the rest of your organization. Becau
During the broad deployment phase, you should focus on the following activities:
- Deploy to all devices in the organization.
- Work through any final unusual issues that were not detected in your Limited ring.
- Work through any final unusual issues that weren't detected in your Limited ring.
## Ring deployment planning
Previously, we have provided methods for analyzing your deployments, but these have been standalone tools to assess, manage and execute deployments. In other words, you would generate an analysis, make a deployment strategy, and then move to your console for implementation, repeating these steps for each deployment. We have combined many of these tasks, and more, into a single interface with Desktop Analytics.
Previously, we have provided methods for analyzing your deployments, but these have been standalone tools to assess, manage and execute deployments. In other words, you would generate an analysis, make a deployment strategy, and then move to your console for implementation, repeating these steps for each deployment. We've combined many of these tasks, and more, into a single interface with Desktop Analytics.
[Desktop Analytics](/mem/configmgr/desktop-analytics/overview) is a cloud-based service and a key tool in [Microsoft Endpoint Manager](/mem/configmgr/core/understand/microsoft-endpoint-manager-faq). Using artificial intelligence and machine learning, Desktop Analytics is a powerful tool to give you insights and intelligence to
[Desktop Analytics](/mem/configmgr/desktop-analytics/overview) is a cloud-based service and a key tool in [Configuration Manager](/mem/configmgr/core/understand/microsoft-endpoint-manager-faq). Using artificial intelligence and machine learning, Desktop Analytics is a powerful tool to give you insights and intelligence to
make informed decisions about the readiness of your Windows devices.
In Windows client deployments, we have seen compatibility issues on < 0.5% of apps when using Desktop Analytics. Using Desktop Analytics with Microsoft Endpoint Manager can help you assess app compatibility with the latest
feature update and create groups that represent the broadest number of hardware and software configurations on the smallest set of devices across your organization. In addition, Desktop Analytics can provide you with a device and software inventory and identify issues, giving you data that equate to actionable decisions.
In Windows client deployments, we have seen compatibility issues on < 0.5% of apps when using Desktop Analytics. Using Desktop Analytics with Configuration Manager can help you assess app compatibility with the latest
feature update. You can create groups that represent the broadest number of hardware and software configurations on the smallest set of devices across your organization. In addition, Desktop Analytics can provide you with a device and software inventory and identify issues, giving you data that equate to actionable decisions.
> [!IMPORTANT]
> Desktop Analytics does not support preview (Windows Insider) builds; use Configuration Manager to deploy to your Preview ring. As noted previously, the Preview ring is a small group of devices represents your ecosystem very well in terms of app, driver, and hardware diversity.
@ -130,8 +130,8 @@ feature update and create groups that represent the broadest number of hardware
There are two ways to implement a ring deployment plan, depending on how you manage your devices:
- If you are using Configuration Manager: Desktop Analytics provides end-to-end deployment plan integration so that you can also kick off phased deployments within a ring. Learn more about [deployment plans in Desktop Analytics](/mem/configmgr/desktop-analytics/about-deployment-plans).
- If you are using Microsoft Intune, see [Create deployment plans directly in Intune](/mem/intune/fundamentals/planning-guide).
- If you're using Configuration Manager: Desktop Analytics provides end-to-end deployment plan integration so that you can also kick off phased deployments within a ring. Learn more about [deployment plans in Desktop Analytics](/mem/configmgr/desktop-analytics/about-deployment-plans).
- If you're using Microsoft Intune, see [Create deployment plans directly in Intune](/mem/intune/fundamentals/planning-guide).
For more about Desktop Analytics, see these articles:

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@ -18,4 +18,4 @@ ms.technology: itpro-updates
- Windows 10
- Windows 11
See the Microsoft Endpoint Manager [documentation](/mem/configmgr/osd/deploy-use/manage-windows-as-a-service) for details about using Configuration Manager to deploy and manage Windows 10 updates.
See the [Microsoft Configuration Manager documentation](/mem/configmgr/osd/deploy-use/manage-windows-as-a-service) for details about using Configuration Manager to deploy and manage Windows 10 updates.

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@ -44,16 +44,16 @@ Windows Update for Business comprises three elements:
- Deployment service APIs to approve and schedule specific updates available through the Microsoft Graph and associated SDKs (including PowerShell)
- Update Compliance to monitor update deployment available through the Azure Marketplace
Unlike existing client policy, the deployment service does not interact with devices directly. The service is native to the cloud and all operations take place between various Microsoft services. It creates a direct communication channel between a management tool (including scripting tools such as Windows PowerShell) and the Windows Update service so that the approval and offering of content can be directly controlled by an IT Pro.
Unlike existing client policy, the deployment service doesn't interact with devices directly. The service is native to the cloud and all operations take place between various Microsoft services. It creates a direct communication channel between a management tool (including scripting tools such as Windows PowerShell) and the Windows Update service so that the approval and offering of content can be directly controlled by an IT Pro.
:::image type="content" source="media/wufbds-interaction-small.png" alt-text="Process described in following text.":::
Using the deployment service typically follows a common pattern:
1. IT Pro uses a management tool to select devices and approve content to be deployed. This tool could be PowerShell, a Microsoft Graph app or a more complete management solution such as Microsoft Endpoint Manager.
1. IT Pro uses a management tool to select devices and approve content to be deployed. This tool could be PowerShell, a Microsoft Graph app or a more complete management solution such as Microsoft Intune.
2. The chosen tool conveys your approval, scheduling, and device selection information to the deployment service.
3. The deployment service processes the content approval and compares it with previously approved content. Final update applicability is determined and conveyed to Windows Update, which then offers approved content to devices on their next check for updates.
The deployment service exposes these capabilities through Microsoft [Graph REST APIs](/graph/overview). You can call the APIs directly, through a Graph SDK, or integrate them with a management tool such as Microsoft Endpoint Manager.
The deployment service exposes these capabilities through Microsoft [Graph REST APIs](/graph/overview). You can call the APIs directly, through a Graph SDK, or integrate them with a management tool such as Microsoft Intune.
## Prerequisites
@ -78,9 +78,9 @@ Additionally, your organization must have one of the following subscriptions:
To use the deployment service, you use a management tool built on the platform, script common actions using PowerShell, or build your own application.
### Using Microsoft Endpoint Manager
### Using Microsoft Intune
Microsoft Endpoint Manager integrates with the deployment service to provide Windows client update management capabilities. For more information, see [Feature updates for Windows 10 and later policy in Intune](/mem/intune/protect/windows-10-feature-updates).
Intune integrates with the deployment service to provide Windows client update management capabilities. For more information, see [Feature updates for Windows 10 and later policy in Intune](/mem/intune/protect/windows-10-feature-updates).
### Scripting common actions using PowerShell
@ -92,7 +92,7 @@ Microsoft Graph makes deployment service APIs available through. Get started wit
- Learning path: [Microsoft Graph Fundamentals](/training/paths/m365-msgraph-fundamentals/)
- Learning path: [Build apps with Microsoft Graph](/training/paths/m365-msgraph-associate/)
Once you are familiar with Microsoft Graph development, see [Windows updates API overview in Microsoft Graph](/graph/windowsupdates-concept-overview) for more.
Once you're familiar with Microsoft Graph development, see [Windows updates API overview in Microsoft Graph](/graph/windowsupdates-concept-overview) for more.
## Deployment protections
@ -107,9 +107,9 @@ The deployment service allows any update to be deployed over a period of days or
3. Start deploying to earlier waves to build coverage of device attributes present in the population.
4. Continue deploying at a uniform rate until all waves are complete and all devices are updated.
This built-in piloting capability complements your existing ring structure and provides another support for reducing and managing risk during an update. Unlike tools such as Desktop Analytics, this capability is intended to operate within each ring. The deployment service does not provide a workflow for creating rings themselves.
This built-in piloting capability complements your existing ring structure and provides another support for reducing and managing risk during an update. Unlike tools such as Desktop Analytics, this capability is intended to operate within each ring. The deployment service doesn't provide a workflow for creating rings themselves.
You should continue to use deployment rings as part of the servicing strategy for your organization, but use gradual rollouts to add scheduling convenience and additional protections within each ring.
You should continue to use deployment rings as part of the servicing strategy for your organization, but use gradual rollouts to add scheduling convenience and other protections within each ring.
### Safeguard holds against likely and known issues
@ -139,9 +139,9 @@ To enroll devices in Windows Update for Business cloud processing, set the **All
| GPO for Windows 10, version 1809 or later: Computer Configuration > Administrative Templates > Windows Components > Data Collection and Preview Builds > **Allow WUfB Cloud Processing** | `\Policies\Microsoft\Windows\DataCollection\AllowWUfBCloudProcessing` |
| MDM for Windows 10, version 1809 or later: ../Vendor/MSFT/ Policy/Config/System/**AllowWUfBCloudProcessing** | `\Microsoft\PolicyManager\current\device\System\AllowWUfBCloudProcessing` |
Following is an example of setting the policy using Microsoft Endpoint Manager:
Following is an example of setting the policy using Intune:
1. Sign in to the [Microsoft Endpoint Manager admin center](https://endpoint.microsoft.com/).
1. Sign in to the [Endpoint Manager admin center](https://go.microsoft.com/fwlink/?linkid=2109431).
2. Select **Devices** > **Configuration profiles** > **Create profile**.
@ -175,7 +175,7 @@ Follow these suggestions for the best results with the service.
### General
Avoid using different channels to manage the same resources. If you use Microsoft Endpoint Manager along with Microsoft Graph APIs or PowerShell, aspects of resources (such as devices, deployments, updatable asset groups) might be overwritten if you use both channels to manage the same resources. Instead, only manage each resource through the channel that created it.
Avoid using different channels to manage the same resources. If you use Microsoft Intune along with Microsoft Graph APIs or PowerShell, aspects of resources (such as devices, deployments, updatable asset groups) might be overwritten if you use both channels to manage the same resources. Instead, only manage each resource through the channel that created it.
## Next steps

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@ -20,14 +20,14 @@ ms.technology: itpro-updates
> **Looking for consumer information?** See [Windows Update: FAQ](https://support.microsoft.com/help/12373/windows-update-faq)
Windows as a service provides a new way to think about building, deploying, and servicing the Windows operating system. The Windows as a service model is focused on continually providing new capabilities and updates while maintaining a high level of hardware and software compatibility. Deploying new versions of Windows is simpler than ever before: Microsoft releases new features two to three times per year rather than the traditional upgrade cycle where new features are only made available every few years. Ultimately, this model replaces the need for traditional Windows deployment projects, which can be disruptive and costly, and spreads the required effort out into a continuous updating process, reducing the overall effort required to maintain Windows client devices in your environment. In addition, with the Windows client operating system, organizations have the chance to try out “flighted” builds of Windows as Microsoft develops them, gaining insight into new features and the ability to provide continual feedback about them.
Windows as a service provides a new way to think about building, deploying, and servicing the Windows operating system. The Windows as a service model is focused on continually providing new capabilities and updates while maintaining a high level of hardware and software compatibility. Deploying new versions of Windows is simpler than ever before: Microsoft releases new features two to three times per year rather than the traditional upgrade cycle where new features are only made available every few years. Ultimately, this model replaces the need for traditional Windows deployment projects, which can be disruptive and costly. It spreads out the required effort into a continuous updating process, reducing the overall effort required to maintain Windows client devices in your environment. In addition, with the Windows client operating system, organizations have the chance to try out “flighted” builds of Windows as Microsoft develops them, gaining insight into new features and the ability to provide continual feedback about them.
## In this section
| Topic | Description|
| Article | Description|
| --- | --- |
| [Quick guide to Windows as a service](waas-quick-start.md) | Provides a brief summary of the key points for the servicing model for Windows client. |
| [Overview of Windows as a service](waas-overview.md) | Explains the differences in building, deploying, and servicing Windows client; introduces feature updates, quality updates, and the different servicing branches; compares servicing tools. |
@ -39,8 +39,8 @@ Windows as a service provides a new way to think about building, deploying, and
| [Deploy Windows client updates using Windows Server Update Services (WSUS)](waas-manage-updates-wsus.md) | Explains how to use WSUS to manage Windows client updates. |
| [Deploy Windows client updates using Microsoft Endpoint Configuration Manager](/mem/configmgr/osd/deploy-use/manage-windows-as-a-service) | Explains how to use Configuration Manager to manage Windows client updates. |
| [Manage device restarts after updates](waas-restart.md) | Explains how to manage update related device restarts. |
| [Manage additional Windows Update settings](waas-wu-settings.md) | Provides details about settings available to control and configure Windows Update |
| [Manage more Windows Update settings](waas-wu-settings.md) | Provides details about settings available to control and configure Windows Update |
| [Windows Insider Program for Business](/windows-insider/business/register) | Explains how the Windows Insider Program for Business works and how to become an insider. |
>[!TIP]
>For disaster recovery scenarios and bare-metal deployments of Windows client, you still can use traditional imaging software such as Microsoft Endpoint Manager or the Microsoft Deployment Toolkit. Using these tools to deploy Windows client images is similar to deploying previous versions of Windows.
>For disaster recovery scenarios and bare-metal deployments of Windows client, you still can use traditional imaging software such as Microsoft Configuration Manager or the Microsoft Deployment Toolkit. Using these tools to deploy Windows client images is similar to deploying previous versions of Windows.

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@ -22,13 +22,13 @@ Traditionally, organizations treated the deployment of operating system updates
Today, more organizations are treating deployment as a continual process of updates that roll out across the organization in waves. In this approach, an update is plugged into this process and while it runs, you monitor for anomalies, errors, or user impact and respond as issues arise--without interrupting the entire process. Microsoft has been evolving its Windows 10 release cycles, update mechanisms, and relevant tools to support this model. Feature updates are released twice per year, around March and September. All releases of Windows 10 have 18 months of servicing for all editions. Fall releases of the Enterprise and Education editions have an extra 12 months of servicing for specific Windows 10 releases, for a total of 30 months from initial release.
Though we encourage you to deploy every available release and maintain a fast cadence for some portion of your environment, we also recognize that you might have a large number of devices, and a need for little or no disruption, and so you might choose to update annually. The 18/30 month lifecycle cadence lets you allow some portion of your environment to move faster while a majority can move less quickly.
We encourage you to deploy every available release and maintain a fast cadence for some portion of your environment. We also recognize that you might have a large number of devices, and a need for little or no disruption. So, you might choose to update annually. The 18/30 month lifecycle cadence lets you allow some portion of your environment to move faster while a majority can move less quickly.
## Calendar approaches
You can use a calendar approach for either a faster twice-per-year cadence or an annual cadence. Depending on company size, installing feature updates less often than once annually risks devices going out of service and becoming vulnerable to security threats, because they will stop receiving the monthly security updates.
You can use a calendar approach for either a faster twice-per-year cadence or an annual cadence. Depending on company size, installing feature updates less often than once annually risks devices going out of service and becoming vulnerable to security threats, because they'll stop receiving the monthly security updates.
### Annual
Here's a calendar showing an example schedule that applies one Windows 10 feature update per calendar year, aligned with Microsoft Endpoint Manager and Microsoft 365 Apps release cycles:
Here's a calendar showing an example schedule that applies one Windows 10 feature update per calendar year, aligned with Microsoft Configuration Manager and Microsoft 365 Apps release cycles:
[ ![Calendar showing an annual update cadence.](images/annual-calendar.png) ](images/annual-calendar.png#lightbox)
@ -36,7 +36,7 @@ This approach provides approximately 12 months of use from each feature update b
This cadence might be most suitable for you if any of these conditions apply:
- You are just starting your journey with the Windows 10 servicing process. If you are unfamiliar with new processes that support Windows 10 servicing, moving from a project happening once every three to five years to a twice-a-year feature update process can be daunting. This approach gives you time to learn new approaches and tools to reduce effort and cost.
- You're just starting your journey with the Windows 10 servicing process. If you're unfamiliar with new processes that support Windows 10 servicing, moving from a project happening once every three to five years to a twice-a-year feature update process can be daunting. This approach gives you time to learn new approaches and tools to reduce effort and cost.
- You want to wait and see how successful other companies are at adopting a Windows 10 feature update.

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@ -1,8 +1,8 @@
---
title: Configuring Microsoft Endpoint Manager devices for Update Compliance
title: Configuring Microsoft Intune devices for Update Compliance
ms.reviewer:
manager: aczechowski
description: Configuring devices that are enrolled in Endpoint Manager for Update Compliance
description: Configuring devices that are enrolled in Intune for Update Compliance
ms.prod: windows-client
author: mestew
ms.author: mstewart
@ -12,17 +12,17 @@ ms.topic: article
ms.technology: itpro-updates
---
# Configuring Microsoft Endpoint Manager devices for Update Compliance
# Configuring Microsoft Intune devices for Update Compliance
**Applies to**
- Windows 10
- Windows 11
This article is specifically targeted at configuring devices enrolled to [Microsoft Endpoint Manager](/mem/endpoint-manager-overview) for Update Compliance, within Microsoft Endpoint Manager itself. Configuring devices for Update Compliance in Microsoft Endpoint Manager breaks down to the following steps:
This article is specifically targeted at configuring devices enrolled to [Microsoft Intune](/mem/intune/fundamentals/what-is-intune) for Update Compliance, within Microsoft Intune itself. Configuring devices for Update Compliance in Microsoft Intune breaks down to the following steps:
1. [Create a configuration profile](#create-a-configuration-profile) for devices you want to enroll, that contains settings for all the MDM policies that must be configured.
1. Wait for data to populate. The length of this process depends on the computer being on, connected to the internet, and correctly configured. Some data types take longer to appear than others. You can learn more about this in the broad section on [enrolling devices to Update Compliance](update-compliance-get-started.md#enroll-devices-in-update-compliance).
1. Wait for data to populate. The length of this process depends on the computer being on, connected to the internet, and correctly configured. Some data types take longer to appear than others. You can learn more in the broad section on [enrolling devices to Update Compliance](update-compliance-get-started.md#enroll-devices-in-update-compliance).
> [!TIP]
> If you need to troubleshoot client enrollment, consider deploying the [configuration script](#deploy-the-configuration-script) as a Win32 app to a few devices and reviewing the logs it creates. Additional checks are performed with the script to ensure devices are correctly configured.
@ -31,26 +31,26 @@ This article is specifically targeted at configuring devices enrolled to [Micros
Take the following steps to create a configuration profile that will set required policies for Update Compliance:
1. Go to the Admin portal in Endpoint Manager and navigate to **Devices/Windows/Configuration profiles**.
1. In the [Endpoint Manager admin center](https://go.microsoft.com/fwlink/?linkid=2109431), go to **Devices/Windows/Configuration profiles**.
1. On the **Configuration profiles** view, select **Create a profile**.
1. Select **Platform**="Windows 10 and later" and **Profile type**="Templates".
1. For **Template name**, select **Custom**, and then press **Create**.
1. You are now on the Configuration profile creation screen. On the **Basics** tab, give a **Name** and **Description**.
1. On the **Configuration settings** page, you will be adding multiple OMA-URI Settings that correspond to the policies described in [Manually configuring devices for Update Compliance](update-compliance-configuration-manual.md).
1. You're now on the Configuration profile creation screen. On the **Basics** tab, give a **Name** and **Description**.
1. On the **Configuration settings** page, you'll be adding multiple OMA-URI Settings that correspond to the policies described in [Manually configuring devices for Update Compliance](update-compliance-configuration-manual.md).
1. If you don't already have it, get your Commercial ID. For steps, see [Get your CommmercialID](update-compliance-get-started.md#get-your-commercialid).
1. Add a setting for **Commercial ID** with the following values:
- **Name**: Commercial ID
- **Description**: Sets the Commercial ID that corresponds to the Update Compliance Log Analytics workspace.
- **OMA-URI**: `./Vendor/MSFT/DMClient/Provider/ProviderID/CommercialID`
- **Data type**: String
- **Value**: *Set this to your Commercial ID*
- **Value**: *Set this value to your Commercial ID*
1. Add a setting configuring the **Windows Diagnostic Data level** for devices:
- **Name**: Allow Telemetry
- **Description**: Sets the maximum allowed diagnostic data to be sent to Microsoft, required for Update Compliance.
- **OMA-URI**: `./Vendor/MSFT/Policy/Config/System/AllowTelemetry`
- **Data type**: Integer
- **Value**: 1 (*all that is required is 1, but it can be safely set to a higher value*).
1. (*Recommended, but not required*) Add a setting for **disabling devices' Diagnostic Data opt-in settings interface**. If this is not disabled, users of each device can potentially override the diagnostic data level of devices such that data will not be available for those devices in Update Compliance:
1. (*Recommended, but not required*) Add a setting for **disabling devices' Diagnostic Data opt-in settings interface**. If this setting isn't disabled, users of each device can potentially override the diagnostic data level of devices such that data won't be available for those devices in Update Compliance:
- **Name**: Disable Telemetry opt-in interface
- **Description**: Disables the ability for end-users of devices can adjust diagnostic data to levels lower than defined by the Allow Telemetry setting.
- **OMA-URI**: `./Vendor/MSFT/Policy/Config/System/ConfigureTelemetryOptInSettingsUx`
@ -82,4 +82,4 @@ Take the following steps to create a configuration profile that will set require
The [Update Compliance Configuration Script](update-compliance-configuration-script.md) is a useful tool for properly enrolling devices in Update Compliance, though it isn't strictly necessary. It checks to ensure that devices have the required services running and checks connectivity to the endpoints detailed in the section on [Manually configuring devices for Update Compliance](update-compliance-configuration-manual.md). You can deploy the script as a Win32 app. For more information, see [Win32 app management in Microsoft Intune](/mem/intune/apps/apps-win32-app-management).
When you deploy the configuration script as a Win32 app, you won't be able to retrieve the results of logs on the device without having access to the device, or saving results of the logs to a shared filesystem. We recommend deploying the script in Pilot mode to a set of devices that you do have access to, or have a way to access the resultant log output the script provides, with as similar of a configuration profile as other devices which will be enrolled to Update Compliance, and analyzing the logs for any potential issues. Following this, you can deploy the configuration script in Deployment mode as a Win32 app to all Update Compliance devices.
When you deploy the configuration script as a Win32 app, you won't be able to retrieve the results of logs on the device without having access to the device, or saving results of the logs to a shared filesystem. We recommend deploying the script in Pilot mode to a set of devices that you do have access to, or have a way to access the resultant log output the script provides, with as similar of a configuration profile as other devices that will be enrolled to Update Compliance, and analyzing the logs for any potential issues. Following this, you can deploy the configuration script in Deployment mode as a Win32 app to all Update Compliance devices.

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@ -21,13 +21,13 @@ ms.technology: itpro-updates
- Windows 10
- Windows 11
This topic introduces the high-level steps required to enroll to the Update Compliance solution and configure devices to send data to it. The following steps cover the enrollment and device configuration workflow.
This article introduces the high-level steps required to enroll to the Update Compliance solution and configure devices to send data to it. The following steps cover the enrollment and device configuration workflow.
1. Ensure you can [meet the requirements](#update-compliance-prerequisites) to use Update Compliance.
2. [Add Update Compliance](#add-update-compliance-to-your-azure-subscription) to your Azure subscription.
3. [Configure devices](#enroll-devices-in-update-compliance) to send data to Update Compliance.
After adding the solution to Azure and configuring devices, it can take some time before all devices appear. For more information, see the [enrollment section](#enroll-devices-in-update-compliance). Before or as devices appear, you can learn how to [Use Update Compliance](update-compliance-using.md) to monitor Windows Updates and Delivery Optimization.
After you add the solution to Azure and configuring devices, it can take some time before all devices appear. For more information, see the [enrollment section](#enroll-devices-in-update-compliance). Before or as devices appear, you can learn how to [Use Update Compliance](update-compliance-using.md) to monitor Windows Updates and Delivery Optimization.
## Update Compliance prerequisites
@ -36,30 +36,30 @@ After adding the solution to Azure and configuring devices, it can take some tim
Before you begin the process to add Update Compliance to your Azure subscription, first ensure you can meet the prerequisites:
- **Compatible operating systems and editions**: Update Compliance works only with Windows 10 or Windows 11 Professional, Education, and Enterprise editions. Update Compliance supports both the typical Windows 10 or Windows 11 Enterprise edition, as well as [Windows 10 Enterprise multi-session](/azure/virtual-desktop/windows-10-multisession-faq). Update Compliance only provides data for the standard Desktop Windows client version and is not currently compatible with Windows Server, Surface Hub, IoT, or other versions.
- **Compatible Windows client servicing channels**: Update Compliance supports Windows client devices on the General Availability Channel and the Long-term Servicing Channel (LTSC). Update Compliance *counts* Windows Insider Preview devices, but does not currently provide detailed deployment insights for them.
- **Compatible operating systems and editions**: Update Compliance works only with Windows 10 or Windows 11 Professional, Education, and Enterprise editions. Update Compliance supports both the typical Windows 10 or Windows 11 Enterprise edition, and [Windows 10 Enterprise multi-session](/azure/virtual-desktop/windows-10-multisession-faq). Update Compliance only provides data for the standard Desktop Windows client version and isn't currently compatible with Windows Server, Surface Hub, IoT, or other versions.
- **Compatible Windows client servicing channels**: Update Compliance supports Windows client devices on the General Availability Channel and the Long-term Servicing Channel (LTSC). Update Compliance *counts* Windows Insider Preview devices, but doesn't currently provide detailed deployment insights for them.
- **Diagnostic data requirements**: Update Compliance requires devices to send diagnostic data at *Required* level (previously *Basic*). Some queries in Update Compliance require devices to send diagnostic data at *Optional* level (previously *Full*) for Windows 11 devices or *Enhanced* level for Windows 10 devices. To learn more about what's included in different diagnostic levels, see [Diagnostics, feedback, and privacy in Windows](https://support.microsoft.com/windows/diagnostics-feedback-and-privacy-in-windows-28808a2b-a31b-dd73-dcd3-4559a5199319).
- **Data transmission requirements**: Devices must be able to contact specific endpoints required to authenticate and send diagnostic data. These are enumerated in detail at [Configuring Devices for Update Compliance manually](update-compliance-configuration-manual.md).
- **Showing device names in Update Compliance**: For Windows 10, version 1803 or later, device names will not appear in Update Compliance unless you individually opt-in devices by using policy. The steps to accomplish this is outlined in [Configuring Devices for Update Compliance](update-compliance-configuration-manual.md).
- **Data transmission requirements**: Devices must be able to contact specific endpoints required to authenticate and send diagnostic data. These endpoints are enumerated in detail at [Configuring Devices for Update Compliance manually](update-compliance-configuration-manual.md).
- **Showing device names in Update Compliance**: For Windows 10, version 1803 or later, device names won't appear in Update Compliance unless you individually opt-in devices by using policy. The steps are outlined in [Configuring Devices for Update Compliance](update-compliance-configuration-manual.md).
- **Azure AD device join** or **hybrid Azure AD join**: All devices enrolled in Update Compliance must meet all prerequisites for enabling Windows diagnostic data processor configuration, including the Azure AD join requirement. This prerequisite will be enforced for Update Compliance starting on October 15, 2022.
## Add Update Compliance to your Azure subscription
Update Compliance is offered as an Azure Marketplace application that is linked to a new or existing [Azure Log Analytics](/azure/log-analytics/query-language/get-started-analytics-portal) workspace within your Azure subscription. Note that, for the following steps, you must have either an Owner or Contributor [Azure role](/azure/role-based-access-control/rbac-and-directory-admin-roles#azure-roles) as a minimum in order to add the solution.
Update Compliance is offered as an Azure Marketplace application that is linked to a new or existing [Azure Log Analytics](/azure/log-analytics/query-language/get-started-analytics-portal) workspace within your Azure subscription. For the following steps, you must have either an Owner or Contributor [Azure role](/azure/role-based-access-control/rbac-and-directory-admin-roles#azure-roles) as a minimum in order to add the solution.
To configure this, follow these steps:
1. Go to the [Update Compliance page in the Azure Marketplace](https://azuremarketplace.microsoft.com/marketplace/apps/Microsoft.WaaSUpdateInsights?tab=Overview). You might need to login to your Azure subscription to access this.
Use the following steps:
1. Go to the [Update Compliance page in the Azure Marketplace](https://azuremarketplace.microsoft.com/marketplace/apps/Microsoft.WaaSUpdateInsights?tab=Overview). You might need to sign in to your Azure subscription to access this page.
2. Select **Get it now**.
3. Choose an existing or configure a new Log Analytics Workspace, ensuring it is in a **Compatible Log Analytics region** from the following table. Although an Azure subscription is required, you won't be charged for ingestion of Update Compliance data.
- [Desktop Analytics](/sccm/desktop-analytics/overview) users should use the same workspace for Update Compliance.
- [Azure Update Management](/azure/automation/automation-intro#update-management) users should use the same workspace for Update Compliance.
4. After your workspace is configured and selected, select **Create**. You'll receive a notification when the solution has been successfully created.
Once the solution is in place, you can leverage one of the following Azure roles with Update Compliance:
Once the solution is in place, you can use one of the following Azure roles with Update Compliance:
- To edit and write queries we recommend the [Log Analytics Contributor](/azure/role-based-access-control/built-in-roles#log-analytics-contributor) role.
- To edit and write queries, we recommend the [Log Analytics Contributor](/azure/role-based-access-control/built-in-roles#log-analytics-contributor) role.
- To read and only view data we recommend the [Log Analytics Reader](/azure/role-based-access-control/built-in-roles#log-analytics-reader) role.
- To read and only view data, we recommend the [Log Analytics Reader](/azure/role-based-access-control/built-in-roles#log-analytics-reader) role.
|Compatible Log Analytics regions |
| ------------------------------- |
@ -115,8 +115,8 @@ A `CommercialID` is a globally unique identifier assigned to a specific Log Anal
Once you've added Update Compliance to a workspace in your Azure subscription, you'll need to configure any devices you want to monitor. There are a few steps to follow when enrolling devices to Update Compliance:
1. Check the policies, services, and other device enrollment requirements in [Manually configuring devices for Update Compliance](update-compliance-configuration-manual.md).
2. If you use [Microsoft Endpoint Manager](/mem/endpoint-manager-overview), you can follow the enrollment process documented at [Configuring devices for Update Compliance in Microsoft Endpoint Manager](update-compliance-configuration-mem.md).
3. Finally, you should run the [Update Compliance Configuration Script](update-compliance-configuration-script.md) on all devices to ensure they are appropriately configured and troubleshoot any enrollment issues.
2. If you use [Microsoft Intune](/mem/intune/fundamentals/what-is-intune), you can follow the enrollment process documented at [Configuring devices for Update Compliance in Microsoft Intune](update-compliance-configuration-mem.md).
3. Finally, you should run the [Update Compliance Configuration Script](update-compliance-configuration-script.md) on all devices to ensure they're appropriately configured and troubleshoot any enrollment issues.
After you configure devices, diagnostic data they send will begin to be associated with your Azure AD organization ("tenant"). However, enrolling to Update Compliance doesn't influence the rate at which required data is uploaded from devices. Device connectivity to the internet and generally how active the device is highly influences how long it will take before the device appears in Update Compliance. Devices that are active and connected to the internet daily can expect to be fully uploaded within one week (usually less than 72 hours). Devices that are less active can take up to two weeks before data is fully available.

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@ -1,8 +1,8 @@
---
title: Configuring Microsoft Endpoint Manager devices for Update Compliance (preview)
title: Configuring Microsoft Intune devices for Update Compliance (preview)
ms.reviewer:
manager: dougeby
description: Configuring devices that are enrolled in Endpoint Manager for Update Compliance (preview)
description: Configuring devices that are enrolled in Intune for Update Compliance (preview)
ms.prod: windows-client
author: mestew
ms.author: mstewart
@ -13,16 +13,16 @@ ms.date: 08/24/2022
ms.technology: itpro-updates
---
# Configuring Microsoft Endpoint Manager devices for Update Compliance (preview)
# Configuring Microsoft Intune devices for Update Compliance (preview)
<!--37063317, 30141258, 37063041-->
***(Applies to: Windows 11 & Windows 10 managed by [Microsoft Endpoint Manager](/mem/endpoint-manager-overview))***
***(Applies to: Windows 11 & Windows 10 managed by [Microsoft Intune](/mem/intune/fundamentals/what-is-intune)***
> [!Important]
> - As of August 17, 2022, a new step needs to be taken to ensure access to the preview version of Update Compliance and the `CommercialID` is no longer required. For more information, see [Configure Update Compliance settings through the Microsoft 365 admin center](update-compliance-v2-enable.md#bkmk_admin-center).
> - This information relates to a preview feature that's available for early testing and use in a production environment. This feature is fully supported but it's still in active development and may receive substantial changes until it becomes generally available.
This article is specifically targeted at configuring devices enrolled to [Microsoft Endpoint Manager](/mem/endpoint-manager-overview) for Update Compliance, within Microsoft Endpoint Manager itself. Configuring devices for Update Compliance in Microsoft Endpoint Manager breaks down to the following steps:
This article is specifically targeted at configuring devices enrolled to [Microsoft Intune](/mem/intune/fundamentals/what-is-intune) for Update Compliance. Configuring devices for Update Compliance in Microsoft Intune breaks down to the following steps:
1. [Create a configuration profile](#create-a-configuration-profile) for devices you want to enroll. The configuration profile contains settings for all the Mobile Device Management (MDM) policies that must be configured.
1. Wait for data to populate. The length of this process depends on the computer being on, connected to the internet, and correctly configured. Some data types take longer to appear than others. For more information, see [Use Update Compliance](update-compliance-v2-use.md).
@ -38,7 +38,7 @@ Create a configuration profile that will set the required policies for Update Co
### Settings catalog
1. Go to the Admin portal in Endpoint Manager and navigate to **Devices** > **Windows** > **Configuration profiles**.
1. In the [Endpoint Manager admin center](https://go.microsoft.com/fwlink/?linkid=2109431), go to **Devices** > **Windows** > **Configuration profiles**.
1. On the **Configuration profiles** view, select **Create profile**.
1. Select **Platform**="Windows 10 and later" and **Profile type**="Settings Catalog", and then select **Create**.
1. You're now on the Configuration profile creation screen. On the **Basics** tab, give a **Name** and **Description**.
@ -50,12 +50,12 @@ Create a configuration profile that will set the required policies for Update Co
- **Value**: Basic (*Basic is the minimum value, but it can be safely set to a higher value*)
- **Setting**: Allow Update Compliance Processing
- **Value**: Enabled
1. (*Recommended, but not required*) Add settings for **disabling devices' Diagnostic Data opt-in settings interface**. If these aren't disabled, users of each device can potentially override the diagnostic data level of devices such that data won't be available for those devices in Update Compliance:
1. (*Recommended, but not required*) Add settings for **disabling devices' Diagnostic Data opt-in settings interface**. If these settings aren't disabled, users of each device can potentially override the diagnostic data level of devices such that data won't be available for those devices in Update Compliance:
- **Setting**: Configure Telemetry Opt In Change Notification
- **Value**: Disable telemetry change notifications
- **Setting**: Configure Telemetry Opt In Settings Ux
- **Value**: Disable Telemetry opt-in Settings
1. (*Recommended, but not required*) Allow device name to be sent in Windows Diagnostic Data. If this policy is disabled, the device name won't be sent and won't be visible in Update Compliance:
1. (*Recommended, but not required*) Allow device name to be sent in Windows Diagnostic Data. If this policy is disabled, then the device name won't be sent and won't be visible in Update Compliance:
- **Setting**: Allow device name to be sent in Windows diagnostic data
- **Value**: Allowed
@ -64,7 +64,7 @@ Create a configuration profile that will set the required policies for Update Co
### Custom OMA URI based profile
1. Go to the Admin portal in Endpoint Manager and navigate to **Devices** > **Windows** > **Configuration profiles**.
1. In the [Endpoint Manager admin center](https://go.microsoft.com/fwlink/?linkid=2109431), go to **Devices** > **Windows** > **Configuration profiles**.
1. On the **Configuration profiles** view, select **Create profile**.
1. Select **Platform**="Windows 10 and later" and **Profile type**="Templates".
1. For **Template name**, select **Custom**, and then select **Create**.
@ -89,7 +89,7 @@ Create a configuration profile that will set the required policies for Update Co
- **OMA-URI**: `./Vendor/MSFT/Policy/Config/System/AllowUpdateComplianceProcessing`
- **Data type**: Integer
- **Value**: 16
1. (*Recommended, but not required*) Add settings for **disabling devices' Diagnostic Data opt-in settings interface**. If these aren't disabled, users of each device can potentially override the diagnostic data level of devices such that data won't be available for those devices in Update Compliance:
1. (*Recommended, but not required*) Add settings for **disabling devices' Diagnostic Data opt-in settings interface**. If these settings aren't disabled, users of each device can potentially override the diagnostic data level of devices such that data won't be available for those devices in Update Compliance:
- **Name**: Disable Telemetry opt-in interface
- **Description**: Disables the ability for end-users of devices can adjust diagnostic data to levels lower than defined by the Allow Telemetry setting.
- **OMA-URI**: `./Vendor/MSFT/Policy/Config/System/ConfigureTelemetryOptInSettingsUx`
@ -110,7 +110,7 @@ Create a configuration profile that will set the required policies for Update Co
The [Update Compliance Configuration Script](update-compliance-v2-configuration-script.md) is a useful tool for properly enrolling devices in Update Compliance, though it isn't strictly necessary. It checks to ensure that devices have the required services running and checks connectivity to the endpoints detailed in the section on [Manually configuring devices for Update Compliance](update-compliance-v2-configuration-manual.md). You can deploy the script as a Win32 app. For more information, see [Win32 app management in Microsoft Intune](/mem/intune/apps/apps-win32-app-management).
When you deploy the configuration script as a Win32 app, you won't be able to retrieve the results of logs on the device without having access to the device, or saving results of the logs to a shared filesystem. We recommend deploying the script in pilot mode to a set of devices that you do have access to, or have a way to access the resultant log output the script provides, with as similar of a configuration profile as other devices which will be enrolled to Update Compliance, and analyzing the logs for any potential issues. Following this, you can deploy the configuration script in deployment mode as a Win32 app to all Update Compliance devices.
When you deploy the configuration script as a Win32 app, you won't be able to retrieve the results of logs on the device without having access to the device, or saving results of the logs to a shared filesystem. We recommend deploying the script in pilot mode to a set of devices that you do have access to, or have a way to access the resultant log output the script provides, with as similar of a configuration profile as other devices that will be enrolled to Update Compliance, and analyzing the logs for any potential issues. Following this, you can deploy the configuration script in deployment mode as a Win32 app to all Update Compliance devices.
## Next steps

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@ -29,7 +29,7 @@ After verifying the [prerequisites](update-compliance-v2-prerequisites.md) are m
1. Configure the clients to send data to Update compliance. You can configure clients in the following three ways:
- Use a [script](update-compliance-v2-configuration-script.md)
- Use [Microsoft Endpoint Manager](update-compliance-v2-configuration-mem.md)
- Use [Microsoft Intune](update-compliance-v2-configuration-mem.md)
- Configure [manually](update-compliance-v2-configuration-manual.md)
> [!IMPORTANT]
@ -85,4 +85,4 @@ Once you've added Update Compliance to a workspace in your Azure subscription an
- [Configure clients with a script](update-compliance-v2-configuration-script.md)
- [Configure clients manually](update-compliance-v2-configuration-manual.md)
- [Configure clients with Microsoft Endpoint Manager](update-compliance-v2-configuration-mem.md)
- [Configure clients with Microsoft Intune](update-compliance-v2-configuration-mem.md)

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@ -22,7 +22,7 @@ ms.technology: itpro-updates
> **Looking for consumer information?** See [Windows Update: FAQ](https://support.microsoft.com/help/12373/windows-update-faq)
BranchCache is a bandwidth-optimization feature that has been available since the Windows Server 2008 R2 and Windows 7 operating systems. Each client has a cache and acts as an alternate source for content that devices on its own network request. Windows Server Update Services (WSUS) and Microsoft Endpoint Manager can use BranchCache to optimize network bandwidth during update deployment, and it's easy to configure for either of them. BranchCache has two operating modes: Distributed Cache mode and Hosted Cache mode.
BranchCache is a bandwidth-optimization feature that has been available since the Windows Server 2008 R2 and Windows 7 operating systems. Each client has a cache and acts as an alternate source for content that devices on its own network request. Windows Server Update Services (WSUS) and Microsoft Configuration Manager can use BranchCache to optimize network bandwidth during update deployment, and it's easy to configure for either of them. BranchCache has two operating modes: Distributed Cache mode and Hosted Cache mode.
- Distributed Cache mode operates like the [Delivery Optimization](../do/waas-delivery-optimization.md) feature in Windows client: each client contains a cached version of the BranchCache-enabled files it requests and acts as a distributed cache for other clients requesting that same file.

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@ -22,7 +22,7 @@ ms.technology: itpro-updates
> **Looking for consumer information?** See [Windows Update: FAQ](https://support.microsoft.com/help/12373/windows-update-faq)
WSUS is a Windows Server role available in the Windows Server operating systems. It provides a single hub for Windows updates within an organization. WSUS allows companies not only to defer updates but also to selectively approve them, choose when theyre delivered, and determine which individual devices or groups of devices receive them. WSUS provides additional control over Windows Update for Business but does not provide all the scheduling options and deployment flexibility that Microsoft Endpoint Manager provides.
WSUS is a Windows Server role available in the Windows Server operating systems. It provides a single hub for Windows updates within an organization. WSUS allows companies not only to defer updates but also to selectively approve them, choose when theyre delivered, and determine which individual devices or groups of devices receive them. WSUS provides additional control over Windows Update for Business but does not provide all the scheduling options and deployment flexibility that Microsoft Configuration Manager provides.
When you choose WSUS as your source for Windows updates, you use Group Policy to point Windows client devices to the WSUS server for their updates. From there, updates are periodically downloaded to the WSUS server and managed, approved, and deployed through the WSUS administration console or Group Policy, streamlining enterprise update management. If youre currently using WSUS to manage Windows updates in your environment, you can continue to do so in Windows 11.

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@ -1,5 +1,5 @@
---
title: Prepare servicing strategy for Windows client updates
title: Prepare a servicing strategy for Windows client updates
description: A strong Windows client deployment strategy begins with establishing a simple, repeatable process for testing and deploying each feature update.
ms.prod: windows-client
author: aczechowski
@ -12,7 +12,7 @@ ms.collection: m365initiative-coredeploy
ms.technology: itpro-updates
---
# Prepare servicing strategy for Windows client updates
# Prepare a servicing strategy for Windows client updates
**Applies to**
@ -26,10 +26,10 @@ ms.technology: itpro-updates
Heres an example of what this process might look like:
- **Configure test devices.** Configure test devices in the Windows Insider Program so that Insiders can test feature updates before theyre available to the General Availability Channel. Typically, this population would be a few test devices that IT staff members use to evaluate pre-release builds of Windows. Microsoft provides current development builds to Windows Insider members approximately every week so that interested users can see the functionality Microsoft is adding. See the section Windows Insider for details on how to enroll in the Windows Insider Program for Business.
- **Identify excluded devices.** For some organizations, special-purpose devices such as those used to control factory or medical equipment or run ATMs require a stricter, less frequent feature update cycle than the General Availability Channel can offer. For those devices, install the Enterprise LTSC edition to avoid feature updates for up to 10 years. Identify these devices, and separate them from the phased deployment and servicing cycles to help remove confusion for your administrators and ensure that devices are handled correctly.
- **Identify excluded devices.** For some organizations, special-purpose devices, like devices that control factory or medical equipment or run ATMs, require a stricter, less frequent feature update cycle than the General Availability Channel can offer. For those devices, install the Enterprise LTSC edition to avoid feature updates for up to 10 years. Identify these devices, and separate them from the phased deployment and servicing cycles to help remove confusion for your administrators and ensure that devices are handled correctly.
- **Recruit volunteers.** The purpose of testing a deployment is to receive feedback. One effective way to recruit pilot users is to request volunteers. When doing so, clearly state that youre looking for feedback rather than people to just “try it out” and that there could be occasional issues involved with accepting feature updates right away. With Windows as a service, the expectation is that there should be few issues, but if an issue does arise, you want testers to let you know as soon as possible. When considering whom to recruit for pilot groups, be sure to include members who provide the broadest set of applications and devices to validate the largest number of apps and devices possible.
- **Update Group Policy.** Each feature update includes new group policies to manage new features. If you use Group Policy to manage devices, the Group Policy Admin for the Active Directory domain will need to download an .admx package and copy it to their [Central Store](/troubleshoot/windows-server/group-policy/create-central-store-domain-controller) (or to the [PolicyDefinitions](/previous-versions/dotnet/articles/bb530196(v=msdn.10)) directory in the SYSVOL folder of a domain controller if not using a Central Store). You can manage new group policies from the latest release of Windows by using Remote Server Administration Tools. The ADMX download package is created at the end of each development cycle and then posted for download. To find the ADMX download package for a given Windows build, search for “ADMX download for Windows build xxxx”. For details about Group Policy management, see [How to create and manage the Central Store for Group Policy Administrative Templates in Windows](/troubleshoot/windows-client/group-policy/create-and-manage-central-store)
- **Choose a servicing tool.** Decide which product youll use to manage the Windows updates in your environment. If youre currently using Windows Server Update Services (WSUS) or Microsoft Endpoint Manager to manage your Windows updates, you can continue using those products to manage Windows 10 or Windows 11 updates. Alternatively, you can use Windows Update for Business. In addition to which product youll use, consider how youll deliver the updates. Multiple peer-to-peer options are available to make update distribution faster. For a comparison of tools, see [Servicing tools](waas-overview.md#servicing-tools).
- **Choose a servicing tool.** Decide which product youll use to manage the Windows updates in your environment. If youre currently using Windows Server Update Services (WSUS) or Microsoft Configuration Manager to manage your Windows updates, you can continue using those products to manage Windows 10 or Windows 11 updates. Alternatively, you can use Windows Update for Business. In addition to which product youll use, consider how youll deliver the updates. Multiple peer-to-peer options are available to make update distribution faster. For a comparison of tools, see [Servicing tools](waas-overview.md#servicing-tools).
- **Prioritize applications.** First, create an application portfolio. This list should include everything installed in your organization and any webpages your organization hosts. Next, prioritize this list to identify those apps that are the most business critical. Because the expectation is that application compatibility with new versions of Windows will be high, only the most business-critical applications should be tested before the pilot phase; everything else can be tested afterwards. For more information about identifying compatibility issues withe applications, see [Manage Windows upgrades with Upgrade Analytics](/mem/configmgr/desktop-analytics/overview).

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@ -1,6 +1,6 @@
---
title: Windows 10 deployment process posters
description: View and download Windows 10 deployment process flows for Microsoft Endpoint Manager and Windows Autopilot.
description: View and download Windows 10 deployment process flows for Microsoft Configuration Manager and Windows Autopilot.
ms.reviewer:
manager: aaroncz
author: frankroj
@ -17,7 +17,7 @@ ms.date: 10/31/2022
**Applies to**
- Windows 10
The following posters step through various options for deploying Windows 10 with Windows Autopilot or Microsoft Endpoint Configuration Manager.
The following posters step through various options for deploying Windows 10 with Windows Autopilot or Microsoft Configuration Manager.
## Deploy Windows 10 with Autopilot
@ -25,7 +25,7 @@ The Windows Autopilot poster is two pages in portrait mode (11x17). Select the i
[![Deploy Windows 10 with Autopilot.](./media/windows10-autopilot-flowchart.png)](https://download.microsoft.com/download/8/4/b/84b5e640-8f66-4b43-81a9-1c3b9ea18eda/Windows10AutopilotFlowchart.pdf)
## Deploy Windows 10 with Microsoft Endpoint Configuration Manager
## Deploy Windows 10 with Microsoft Configuration Manager
The Configuration Manager poster is one page in landscape mode (17x11). Select the image to download a PDF version.

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@ -16,7 +16,7 @@ ms.date: 10/31/2022
- Windows 10
To successfully deploy the Windows 10 operating system in your organization, it's important to understand the different ways that it can be deployed, especially now that there are new scenarios to consider. Choosing among these scenarios, and understanding the capabilities and limitations of each, is a key task.
To successfully deploy the Windows 10 operating system in your organization, it's important to understand the different ways that it can be deployed, especially now that there are new scenarios to consider. Key tasks include choosing among these scenarios and understanding the capabilities and limitations of each.
## Deployment categories
@ -60,7 +60,7 @@ The following tables summarize various Windows 10 deployment scenarios. The scen
## Modern deployment methods
Modern deployment methods embrace both traditional on-premises and cloud services to deliver a simple, streamlined, cost effective deployment experience.
Modern deployment methods embrace both traditional on-premises and cloud services to deliver a simple, streamlined, and cost effective deployment experience.
### Windows Autopilot
@ -70,15 +70,18 @@ For more information about Windows Autopilot, see [Overview of Windows Autopilot
### In-place upgrade
For existing computers running Windows 7, Windows 8, or Windows 8.1, the recommended path for organizations deploying Windows 10 uses the Windows installation program (Setup.exe) to perform an in-place upgrade, which automatically preserves all data, settings, applications, and drivers from the existing operating system version. An in-place upgrade requires the least IT effort, because there's no need for any complex deployment infrastructure.
For existing computers running Windows 7, Windows 8, or Windows 8.1, the recommended path for organizations deploying Windows 10 uses the Windows installation program (Setup.exe) is to perform an in-place upgrade. An in-place upgrade:
Although consumer PCs will be upgraded using Windows Update, organizations want more control over the process. Control is accomplished by using tools like Microsoft Endpoint Manager or the Microsoft Deployment Toolkit to completely automate the upgrade process through simple task sequences.
- Automatically preserves all data, settings, applications, and drivers from the existing operating system version
- Requires the least IT effort, because there's no need for any complex deployment infrastructure
Although consumer PCs will be upgraded using Windows Update, organizations want more control over the process. Control is accomplished by using tools like Microsoft Configuration Manager or the Microsoft Deployment Toolkit to completely automate the upgrade process through simple task sequences.
The in-place upgrade process is designed to be reliable, with the ability to automatically roll back to the previous operating system if any issues are encountered during the deployment process, without any IT staff involvement. Rolling back manually can also be done by using the automatically created recovery information (stored in the Windows.old folder), in case any issues are encountered after the upgrade is finished. The upgrade process is also typically faster than traditional deployments, because applications don't need to be reinstalled as part of the process.
Because existing applications are preserved through the process, the upgrade process uses the standard Windows installation media image (Install.wim); custom images aren't needed and can't be used because the upgrade process is unable to deal with conflicts between apps in the old and new operating system. (For example, Contoso Timecard 1.0 in Windows 7 and Contoso Timecard 3.0 in the Windows 10 image.)
Existing applications are preserved through the process. So, the upgrade process uses the standard Windows installation media image (Install.wim). Custom images aren't needed and can't be used because the upgrade process is unable to deal with conflicts between apps in the old and new operating system. (For example, Contoso Timecard 1.0 in Windows 7 and Contoso Timecard 3.0 in the Windows 10 image.)
Scenarios that support in-place upgrade with some additional procedures include changing from BIOS to UEFI boot mode and upgrade of devices that use non-Microsoft disk encryption software.
Scenarios that support in-place upgrade with some other procedures include changing from BIOS to UEFI boot mode and upgrade of devices that use non-Microsoft disk encryption software.
- **Legacy BIOS to UEFI booting**: To perform an in-place upgrade on a UEFI-capable system that currently boots using legacy BIOS, first perform the in-place upgrade to Windows 10, maintaining the legacy BIOS boot mode. Windows 10 doesn't require UEFI, so it will work fine to upgrade a system using legacy BIOS emulation. After the upgrade, if you wish to enable Windows 10 features that require UEFI (such as Secure Boot), you can convert the system disk to a format that supports UEFI boot using the [MBR2GPT](./mbr-to-gpt.md) tool. Note: [UEFI specification](http://www.uefi.org/specifications) requires GPT disk layout. After the disk has been converted, you must also configure the firmware to boot in UEFI mode.
@ -92,9 +95,9 @@ There are some situations where you can't use in-place upgrade; in these situati
- Windows To Go and Boot from VHD installations. The upgrade process is unable to upgrade these installations. Instead, new installations would need to be performed.
- Updating existing images. While it might be tempting to try to upgrade existing Windows 7, Windows 8, or Windows 8.1 images to Windows 10 by installing the old image, upgrading it, and then recapturing the new Windows 10 image, doing so isn't supported. Preparing an upgraded OS via `Sysprep.exe` before capturing an image isn't supported and won't work. When `Sysprep.exe` detects the upgraded OS, it will fail.
- Updating existing images. It can be tempting to try to upgrade existing Windows 7, Windows 8, or Windows 8.1 images to Windows 10 by installing the old image, upgrading it, and then recapturing the new Windows 10 image. But, it's not supported. Preparing an upgraded OS via `Sysprep.exe` before capturing an image isn't supported and won't work. When `Sysprep.exe` detects the upgraded OS, it will fail.
- Dual-boot and multi-boot systems. The upgrade process is designed for devices running a single OS; if using dual-boot or multi-boot systems with multiple operating systems (not using virtual machines for the second and subsequent operating systems), additional care should be taken.
- Dual-boot and multi-boot systems. The upgrade process is designed for devices running a single OS. If you use dual-boot or multi-boot systems with multiple operating systems (not using virtual machines for the second and subsequent operating systems), then extra care should be taken.
## Dynamic provisioning
@ -106,17 +109,17 @@ The goal of dynamic provisioning is to take a new PC out of the box, turn it on,
Windows 10 Subscription Activation is a modern deployment method that enables you to change the SKU from Pro to Enterprise with no keys and no reboots. For more information about Subscription Activation, see [Windows 10 Subscription Activation](/windows/deployment/windows-10-enterprise-subscription-activation).
### Azure Active Directory (AAD) join with automatic mobile device management (MDM) enrollment
### Azure Active Directory (Azure AD) join with automatic mobile device management (MDM) enrollment
In this scenario, the organization member just needs to provide their work or school user ID and password; the device can then be automatically joined to Azure Active Directory and enrolled in a mobile device management (MDM) solution with no additional user interaction. Once done, the MDM solution can finish configuring the device as needed. For more information, see [Azure Active Directory integration with MDM](/windows/client-management/mdm/azure-active-directory-integration-with-mdm).
In this scenario, the organization member just needs to provide their work or school user ID and password. The device can then be automatically joined to Azure Active Directory and enrolled in a mobile device management (MDM) solution with no other user interaction. Once done, the MDM solution can finish configuring the device as needed. For more information, see [Azure Active Directory integration with MDM](/windows/client-management/mdm/azure-active-directory-integration-with-mdm).
### Provisioning package configuration
Using the [Windows Imaging and Configuration Designer (ICD)](/windows/configuration/provisioning-packages/provisioning-install-icd), IT administrators can create a self-contained package that contains all of the configuration, settings, and apps that need to be applied to a machine. These packages can then be deployed to new PCs through various means, typically by IT professionals. For more information, see [Configure devices without MDM](/windows/configuration/configure-devices-without-mdm).
When you use the [Windows Imaging and Configuration Designer (ICD)](/windows/configuration/provisioning-packages/provisioning-install-icd), IT administrators can create a self-contained package that contains all of the configuration, settings, and apps that need to be applied to a machine. These packages can then be deployed to new PCs through various means, typically by IT professionals. For more information, see [Configure devices without MDM](/windows/configuration/configure-devices-without-mdm).
These scenarios can be used to enable "choose your own device" (CYOD) programs where the organization's users can pick their own PC and not be restricted to a small list of approved or certified models (programs that are difficult to implement using traditional deployment scenarios).
These scenarios can be used to enable "choose your own device" (CYOD) programs. With these programs, organization users can pick their own PC and aren't restricted to a small list of approved or certified models (programs that are difficult to implement using traditional deployment scenarios).
While the initial Windows 10 release includes various provisioning settings and deployment mechanisms, provisioning settings and deployment mechanisms will continue to be enhanced and extended based on feedback from organizations. As with all Windows features, organizations can submit suggestions for additional features through the Windows Feedback app or through their Microsoft Support contacts.
While the initial Windows 10 release includes various provisioning settings and deployment mechanisms, provisioning settings and deployment mechanisms will continue to be enhanced and extended based on feedback from organizations. As with all Windows features, organizations can submit suggestions for more features through the Windows Feedback app or through their Microsoft Support contacts.
## Traditional deployment:
@ -144,7 +147,7 @@ The deployment process for the new machine scenario is as follows:
4. Install other applications (as part of the task sequence).
After taking these steps, the computer is ready for use.
After you follow these steps, the computer is ready for use.
### Computer refresh
@ -164,7 +167,7 @@ The deployment process for the wipe-and-load scenario is as follows:
6. Restore the user state.
After taking these steps, the machine is ready for use.
After you follow these steps, the machine is ready for use.
### Computer replace