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title, description, ms.prod, ms.mktglfcycl, ms.sitesec, ms.pagetype, author
| title | description | ms.prod | ms.mktglfcycl | ms.sitesec | ms.pagetype | author |
|---|---|---|---|---|---|---|
| Get started with Upgrade Analytics (Windows 10) | Explains how to get started with Upgrade Analytics. | w10 | deploy | library | deploy | greg-lindsay |
Get started with Upgrade Analytics
This topic explains how to obtain and configure Upgrade Analytics for your organization.
You can use Upgrade Analytics to plan and manage your upgrade project end-to-end. Upgrade Analytics works by establishing communications between computers in your organization and Microsoft. Upgrade Analytics collects computer, application, and driver data for analysis. This data is used to identify compatibility issues that can block your upgrade and to suggest fixes that are known to Microsoft.
Before you begin, consider reviewing the following helpful information:
- Upgrade Analytics requirements: Provides detailed requirements to use Upgrade Analytics.
- Upgrade Analytics blog: Contains announcements of new features and provides helpful tips for using Upgrade Analytics.
If you are using System Center Configuration Manager, also check out information about how to integrate Upgrade Analytics with Configuration Manager: Integrate Upgrade Analytics with System Center Configuration Manager.
When you are ready to begin using Upgrade Analytics, perform the following steps:
- Review data collection and privacy information.
- Add Upgrade Analytics to OMS.
- Enable data sharing.
- Deploy required updates to computers, and validate using a pilot deployment.
- Deploy Upgrade Analytics at scale.
Data collection and privacy
To enable system, application, and driver data to be shared with Microsoft, you must configure user computers to send data. For information about what telemetry data Microsoft collects and how that data is used and protected by Microsoft, see the following topics:
- Configure Windows telemetry in your organization
- Manage connections from Windows operating system components to Microsoft services
- Windows 7, Windows 8, and Windows 8.1 appraiser telemetry events and fields
Add Upgrade Analytics to Operations Management Suite
Upgrade Analytics is offered as a solution in the Microsoft Operations Management Suite (OMS), a collection of cloud based services for managing your on-premises and cloud environments. For more information about OMS, see Operations Management Suite overview.
If you are already using OMS, you’ll find Upgrade Analytics in the Solutions Gallery. Select the Upgrade Analytics tile in the gallery and then click Add on the solution's details page. Upgrade Analytics is now visible in your workspace.
If you are not using OMS:
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Go to the Upgrade Analytics page on Microsoft.com and click Sign up to kick off the onboarding process.
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Sign in to Operations Management Suite (OMS). You can use either a Microsoft Account or a Work or School account to create a workspace. If your company is already using Azure Active Directory (Azure AD), use a Work or School account when you sign in to OMS. Using a Work or School account allows you to use identities from your Azure AD to manage permissions in OMS.
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Create a new OMS workspace. Enter a name for the workspace, select the workspace region, and provide the email address that you want associated with this workspace. Select Create.
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If your organization already has an Azure subscription, you can link it to your workspace. Note that you may need to request access from your organization’s Azure administrator.
If your organization does not have an Azure subscription, create a new one or select the default OMS Azure subscription from the list. Your workspace opens.
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To add the Upgrade Analytics solution to your workspace, go to the Solutions Gallery. Select the Upgrade Analytics tile in the gallery and then select Add on the solution’s details page. The solution is now visible on your workspace. Note that you may need to scroll to find Upgrade Analytics.
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Click the Upgrade Analytics tile to configure the solution. The Settings Dashboard opens.
Generate your commercial ID key
Microsoft uses a unique commercial ID to map information from user computers to your OMS workspace. Generate your commercial ID key in OMS and then deploy it to user computers.
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On the Settings Dashboard, navigate to the Windows telemetry panel.
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On the Windows telemetry panel, copy and save your commercial ID key. You’ll need to insert this key into the Upgrade Analytics deployment script later so it can be deployed to user computers.
Important
Regenerate a commercial ID key only if your original ID key can no longer be used. Regenerating a commercial ID key resets the data in your workspace for all solutions that use the ID. Additionally, you’ll need to deploy the new commercial ID key to user computers again.
Subscribe to Upgrade Analytics
For Upgrade Analytics to receive and display upgrade readiness data from Microsoft, subscribe your OMS workspace to Upgrade Analytics.
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On the Windows telemetry panel, click Subscribe. The button changes to Unsubscribe. Unsubscribe from the Upgrade Analytics solution if you no longer want to receive upgrade-readiness information from Microsoft. Note that user computer data will continue to be shared with Microsoft for as long as the opt-in keys are set on user computers and the proxy allows the traffic.
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Click Overview on the Settings Dashboard to return to your OMS workspace portal. The Upgrade Analytics tile now displays summary data. Click the tile to open Upgrade Analytics.
Enable data sharing
To enable data sharing, whitelist the following endpoints. Note that you may need to get approval from your security group to do this.
Note: The compatibility update KB runs under the computer’s system account. If you are using user authenticated proxies, read this blog post to learn what you need to do to run it under the logged on user account.
| Endpoint | Function |
|---|---|
https://v10.vortex-win.data.microsoft.com/collect/v1https://Vortex-win.data.microsoft.com/health/keepalive |
Connected User Experience and Telemetry component endpoint. User computers send data to Microsoft through this endpoint. |
https://settings.data.microsoft.com/qos |
Enables the compatibility update KB to send data to Microsoft. |
https://go.microsoft.com/fwlink/?LinkID=544713https://compatexchange1.trafficmanager.net/CompatibilityExchangeService.svc |
This service provides driver information about whether there will be a driver available post-upgrade for the hardware on the system. |
Deploy the compatibility update and related KBs
The compatibility update KB scans your computers and enables application usage tracking. If you don’t already have these KBs installed, you can download the applicable version from the Microsoft Update Catalog or deploy it using Windows Server Update Services (WSUS) or your software distribution solution, such as System Center Configuration Manager.
| Operating System | KBs |
|---|---|
| Windows 8.1 | KB 2976978 Performs diagnostics on the Windows 8.1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. For more information about this KB, see https://support.microsoft.com/kb/2976978 KB 3150513 Provides updated configuration and definitions for compatibility diagnostics performed on the system. For more information about this KB, see https://support.microsoft.com/kb/3150513 NOTE: KB2976978 must be installed before you can download and install KB3150513. |
| Windows 7 SP1 | KB2952664 Performs diagnostics on the Windows 7 SP1 systems that participate in the Windows Customer Experience Improvement Program. These diagnostics help determine whether compatibility issues may be encountered when the latest Windows operating system is installed. For more information about this KB, see https://support.microsoft.com/kb/2952664 KB 3150513 Provides updated configuration and definitions for compatibility diagnostics performed on the system. For more information about this KB, see https://support.microsoft.com/kb/3150513 NOTE: KB2952664 must be installed before you can download and install KB3150513. |
IMPORTANT: Restart user computers after you install the compatibility update KBs for the first time.
If you are planning to enable IE Site Discovery, you will need to install a few additional KBs.
| Site discovery | KB |
|---|---|
| Review site discovery | KB3080149 Updates the Diagnostic and Telemetry tracking service to existing devices. This update is only necessary on Windows 7 and Windows 8.1 devices. For more information about this KB, see https://support.microsoft.com/kb/3150513 Install the latest Windows Monthly Rollup. This functionality has been included in Internet Explorer 11 starting with the July 2016 Cumulative Update. |
Deploy the Upgrade Analytics deployment script
You can use the Upgrade Analytics deployment script to automate and verify your deployment.
See Upgrade Analytics deployment script for information on obtaining and running the script, and for a description of the error codes that can be displayed.
After data is sent from computers to Microsoft, it generally takes 48 hours for the data to populate in Upgrade Analytics. The compatibility update KB takes several minutes to run. If the KB does not get a chance to finish running or if the computers are inaccessible (turned off or sleeping for example), data will take longer to populate in Upgrade Analytics. For this reason, you can expect most your computers to be populated in OMS in about 1-2 weeks after deploying the KB and configuration to user computers.
Deploy Upgrade Analytics at scale
When you have completed a pilot deployment, you are ready to automate data collection and distribute the deployment script to the remaining computers in your organization.
Automate data collection
To ensure that user computers are receiving the most up to date data from Microsoft, we recommend that you establish the following data sharing and analysis processes.
- Enable automatic updates for the compatibility update and related KBs. These KBs are updated frequently to include the latest application and driver issue information as we discover it during testing.
- Schedule the Upgrade Analytics deployment script to automatically run so that you don’t have to manually initiate an inventory scan each time the compatibility update KBs are updated. Computers are re-scanned only when the compatibility KBs are updated, so if your inventory changes significantly between KB releases you won’t see the changes in Upgrade Analytics until you run the script again.
- Schedule monthly user computer scans to view monthly active computer and usage information.
Distribute the deployment script at scale
Use a software distribution system such as System Center Configuration Manager to distribute the Upgrade Analytics deployment script at scale. For more information, see the Upgrade Analytics blog.