Tutorial: Deploy Windows 10 to pilot

Note

This information relates to a preview service which may be substantially modified before it's commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.

This tutorial uses Desktop Analytics and Configuration Manager to deploy Windows 10 to a pilot group. It highlights the integration of the cloud service to deliver insights to deploy Windows with the on-premises product. Use Desktop Analytics to determine the best devices to put in a pilot group. Then use Configuration Manager to get current with Windows.

In this tutorial, you learn how to:

  • Set up Desktop Analytics in the Azure portal
  • Connect Configuration Manager and configure device settings
  • Create a Desktop Analytics deployment plan for Windows 10
  • Use Configuration Manager to deploy Windows 10 to the pilot group

If you don’t have an Azure subscription, create a free account before you begin. When configured properly, use of Desktop Analytics doesn't incur any Azure cost.

Desktop Analytics uses a Log Analytics workspace in your Azure subscription. A workspace is essentially a container that includes account information and simple configuration information for the account. For more information, see Manage workspaces.

Prerequisites

Before you start this tutorial, make sure you have the following prerequisites:

  • An active Azure subscription, with Global Admin permissions

    For more information, see Desktop Analytics prerequisites.

  • Configuration Manager, version 1902 with update rollup (4500571) or later, with Full administrator role

  • Installation media for the latest version of Windows 10

  • At least one Windows 10 device with the following configurations:

    • Windows 10, version 1709 or later, but less than the version of the installation media you plan to use

    • The latest Windows 10 cumulative quality update

    • Configuration Manager client version 1902 with update rollup (4500571) or later

  • Business approval to configure Windows diagnostic data level to Enhanced (Limited) on the pilot devices

    For more information, see Desktop Analytics privacy.

  • Network connectivity from the device to the following internet endpoints:

    • https://v10c.events.data.microsoft.com
    • https://settings-win.data.microsoft.com
    • http://adl.windows.com
    • https://watson.telemetry.microsoft.com
    • https://umwatsonc.events.data.microsoft.com
    • https://ceuswatcab01.blob.core.windows.net
    • https://ceuswatcab02.blob.core.windows.net
    • https://eaus2watcab01.blob.core.windows.net
    • https://eaus2watcab02.blob.core.windows.net
    • https://weus2watcab01.blob.core.windows.net
    • https://weus2watcab02.blob.core.windows.net
    • https://kmwatsonc.events.data.microsoft.com
    • https://oca.telemetry.microsoft.com
    • https://login.live.com
    • https://graph.windows.net (on Configuration Manager server role only)
    • https://fef.msua06.manage.microsoft.com (on Configuration Manager server role only)

    For more information, see How to enable data sharing for Desktop Analytics.

Important

These prerequisites are for the purposes of this tutorial. For more information about the general prerequisites for Desktop Analytics with Configuration Manager, see Prerequisites.

Set up Desktop Analytics

Use this procedure to sign in to Desktop Analytics and configure it in your subscription. This procedure is a one-time process to set up Desktop Analytics for your organization.

  1. Open the Desktop Analytics portal in Microsoft 365 Device Management as a user with Global Admin permissions. Select Start.

  2. On the Accept service agreement page, review the service agreement, and select Accept.

  3. On the Confirm your subscription page, the list of required qualifying licenses are for Windows device health features of Desktop Analytics. Select Next to continue.

  4. On the Give users access page:

    • Allow Desktop Analytics to manage Directory roles on your behalf: Desktop Analytics automatically assigns the Workspace Owners the Desktop Analytics Administrator role. If those groups are already a Global Admin, there's no change.

      If you don't select this option, Desktop Analytics still adds users as members of the security group. A Global Admin needs to manually assign the Desktop Analytics Administrator role for the users.

      For more information about assigning administrator role permissions in Azure Active Directory and the permissions assigned to Desktop Analytics Administrators, see Administrator role permissions in Azure Active Directory.

    • Desktop Analytics preconfigures the Workspace Owners security group in Azure Active Directory to create and manage workspaces and deployment plans.

      To add a user to the group, type their name or e-mail address in the Enter name or email address section. When finished, select Next.

  5. On the page to Set up your workspace:

    Note

    To complete this step, the user needs Workspace Owner permissions and additional access to the Azure subscription and Resource Group. For more information, see prerequisites.

    • Select your Azure subscription.

    • To use an existing workspace for Desktop Analytics, select it, and continue with the next step.

    • To create a workspace for Desktop Analytics, select Add workspace.

      1. Enter a Workspace name.

      2. Select the drop-down list to Select the Azure subscription name for this workspace, and choose the Azure subscription for this workspace.

      3. Create new Resource group or Use existing.

      4. Select the Region from the list, and then select Add.

  6. Select a new or existing workspace, and then select Set as Desktop Analytics workspace. Then select Continue in the Confirm and grant access dialog.

  7. In the new browser tab, pick an account to use to sign in. Select the option to Consent on behalf of your organization and select Accept.

    Note

    This consent is to assign the MALogAnalyticsReader application the Log Analytics Reader role for the workspace. This application role is required by Desktop Analytics. For more information, see MALogAnalyticsReader application role.

  8. Back on the page to Set up your workspace, select Next.

  9. On the Last steps page, select Go to Desktop Analytics. The Azure portal shows the Desktop Analytics Home page.

Connect Configuration Manager

Use this procedure to update Configuration Manager, connect to Desktop Analytics, and configure device settings. This procedure is a one-time process to attach your hierarchy to the cloud service.

Update Configuration Manager

Install the Configuration Manager version 1902 update rollup (4500571) to support integration with Desktop Analytics. For more information on this update, see Update rollup for Configuration Manager current branch, version 1902.

  1. Update the site with the update rollup for version 1902. For more information, see Install in-console updates.

  2. Update clients. To simplify this process, consider using automatic client upgrade. For more information, see Upgrade clients.

Connect to the service

  1. In the Configuration Manager console, go to the Administration workspace, expand Cloud Services, and select the Azure Services node. Select Configure Azure Services in the ribbon.

  2. On the Azure Services page of the Azure Services Wizard, configure the following settings:

    • Specify a Name for the object in Configuration Manager

    • Specify an optional Description to help you identify the service

    • Select Desktop Analytics from the list of available services

    Select Next.

  3. On the App page, select the appropriate Azure environment. Then select Browse for the web app.

  4. Select Create to easily add an Azure AD app for the Desktop Analytics connection.

  5. Configure the following settings in the Create Server Application window:

    • Application Name: A friendly name for the app in Azure AD.

    • HomePage URL: This value isn't used by Configuration Manager, but required by Azure AD. By default this value is https://ConfigMgrService.

    • App ID URI: This value needs to be unique in your Azure AD tenant. It's in the access token used by the Configuration Manager client to request access to the service. By default this value is https://ConfigMgrService.

    • Secret Key validity period: choose either 1 year or 2 years from the drop-down list. One year is the default value.

    Select Sign in. After successfully authenticating to Azure, the page shows the Azure AD Tenant Name for reference.

    Note

    Complete this step as a Global Admin. These credentials aren't saved by Configuration Manager. This persona doesn't require permissions in Configuration Manager, and doesn't need to be the same account that runs the Azure Services Wizard.

    Select OK to create the web app in Azure AD and close the Create Server Application dialog. On the Server App dialog, select OK. Then select Next on the App page of the Azure Services Wizard.

  6. On the Diagnostic Data page, configure the following settings:

    • Commercial ID: this value should automatically populate with your organization's ID

    • Windows 10 diagnostic data level: select at least Enhanced (Limited)

    • Allow Device Name in diagnostic data: select Enable

    Select Next. The Available functionality page shows the Desktop Analytics functionality that's available with the diagnostic data settings from the previous page. Select Next.

  7. On the Collections page, configure the following settings:

    • Display name: The Desktop Analytics portal displays this Configuration Manager connection using this name. Use it to differentiate between different hierarchies. For example, test lab or production.

    • Target collection: This collection includes all devices that Configuration Manager configures with your commercial ID and diagnostic data settings. It's the full set of devices that Configuration Manager connects to the Desktop Analytics service.

    • Devices in the target collection use a user-authenticated proxy for outbound communication: By default, this value is No. If needed in your environment, set to Yes.

    • Select specific collections to synchronize with Desktop Analytics: Select Add to include additional collections. These collections are available in the Desktop Analytics portal for grouping with deployment plans. Make sure to include pilot and pilot exclusion collections.

      These collections continue to sync as their membership changes. For example, your deployment plan uses a collection with a Windows 7 membership rule. As those devices upgrade to Windows 10, and Configuration Manager evaluates the collection membership, those devices drop out of the collection and deployment plan.

  8. Complete the wizard.

Configuration Manager creates a settings policy to configure devices in the Target Collection. This policy includes the diagnostic data settings to enable devices to send data to Microsoft. By default, clients update policy every hour. After receiving the new settings, it can be several hours more before the data is available in Desktop Analytics.

Note

For more information on these settings, see Windows settings.

Monitor the configuration of your devices for Desktop Analytics. In the Configuration Manager console, go to the Software Library workspace, expand the Desktop Analytics Servicing node, and select the Connection Health dashboard.

Configuration Manager synchronizes your collections within 60 minutes of creating the connection. In the Desktop Analytics portal, go to Global Pilot, and see your Configuration Manager device collections.

Create a Desktop Analytics deployment plan

Use this procedure to create a deployment plan in Desktop Analytics.

  1. Open the Desktop Analytics portal. Use credentials that have at least Workspace Contributors permissions.

  2. Select Deployment Plans in the Manage group.

  3. In the Deployment Plans pane, select Create.

  4. In the Create deployment plan pane, configure the following settings:

    • Name: A unique name for the deployment plan, for example Windows 10 pilot

    • Products and versions: Select the Windows product, and the latest available recommended version. For example, Windows 10, version 1809 (recommended).

    • Device groups: Select one or more groups from the Configuration Manager tab, and then select Set as Target Groups. These groups are collections synchronized from Configuration Manager.

    • Readiness rules: These rules help to determine which devices qualify for upgrade. Select WIndows OS and configure the following settings:

      • My computers automatically get drivers from Windows Update: The default setting is Off, which is recommended when deploying with Configuration Manager.

      • Define a low install count threshold for your apps: The default setting is 2%. Apps below this threshold are automatically set to Low install count. Desktop Analytics doesn't validate these add-ins during the pilot.

        If an app is installed on a higher percentage of computers than this threshold, the deployment plan marks the app as Noteworthy. Then you can decide its importance to test during the pilot phase.

    • Completion date: Choose the date by which Windows should be fully deployed to all the targeted devices.

  5. Select Create. The new plan appears in the list of deployment plans while its being processed. To expedite processing, request an on-demand data refresh. For more information, see Desktop Analytics FAQ.

  6. Open the deployment plan by selecting its name.

  7. On the deployment plan menu, in the Prepare group, select Identify importance.

    1. On the Apps tab, select to show only Not Reviewed assets.

    2. Select each app, and then select Edit. You can select more than one app to edit at the same time.

    3. Choose an importance level from the Importance list. If you want Desktop Analytics to validate the app during the pilot, select Critical or Important. It doesn't validate apps marked as Not Important. Assess its compatibility and other plan insights when assigning importance levels.

      When assigning importance levels, you can also choose the Upgrade decision.

    4. Select Save when complete.

  8. On the deployment plan menu, in the Prepare group, select Identify pilot.

    1. Review the recommended devices for the pilot.

    2. Select each device, and select Add to Pilot. If you disagree with the recommendation, select Replace.

      For more information on how Desktop Analytics makes these recommendations, select the information icon in the top right corner of the Identify pilot pane.

Deploy Windows 10 in Configuration Manager

Use this procedure to deploy Windows 10 in Configuration Manager to the pilot group.

Create an OS upgrade package for Windows 10

  1. In the Configuration Manager console, go to the Software Library workspace, expand Operating Systems, and then select the Operating System Upgrade Packages node.

  2. On the Home tab of the ribbon, in the Create group, select Add Operating System Upgrade Package. This action starts the Add Operating System Upgrade Wizard.

  3. On the Data Source page, specify the network Path to the installation source files of the OS upgrade package. For example, \\server\share\path.

    Note

    The installation source files contain setup.exe and other files and folders to install the OS.

  4. On the General page, specify a unique Name for the OS upgrade package.

  5. Complete the Add Operating System Upgrade Package Wizard.

Distribute content

Next, distribute the OS upgrade package to distribution points.

  1. Select the OS upgrade package in the list. On the Home tab of the ribbon, in the Deployment group, select Distribute Content. The Distribute Content Wizard opens.

  2. On the General page, verify that the content listed is the content that you want to distribute, and then select Next.

  3. On the Content Destination page, select Add, and choose Distribution Point. Select an existing distribution point, and then select OK. When you finish adding content destinations, select Next.

  4. Complete the Distribute Content Wizard.

Create an OS upgrade task sequence for Windows 10

  1. In the Configuration Manager console, go to the Software Library workspace, expand Operating Systems, and then select Task Sequences.

  2. On the Home tab of the ribbon, in the Create group, select Create Task Sequence.

  3. On the Create a New Task Sequence page of the Create Task Sequence Wizard, select Upgrade an operating system from an upgrade package, and then select Next.

  4. On the Task Sequence Information page, specify a Task sequence name that identifies the task sequence.

  5. On the Upgrade the Windows Operating System page, specify the following settings, and then select Next:

    • Upgrade package: Specify the upgrade package that contains the OS upgrade source files.

    • Edition index: If there are multiple OS edition indexes available in the package, select the desired edition index. By default, the wizard selects the first index.

    • Product key: Specify the Windows product key for the OS to install. Specify encoded volume license keys or standard product keys. If you use a standard product key, separate each group of five characters by a dash (-). For example: XXXXX-XXXXX-XXXXX-XXXXX-XXXXX. When the upgrade is for a volume license edition, the product key may not be required.

      Note

      This product key can be a multiple activation key (MAK), or a generic volume licensing key (GVLK). A GVLK is also referred to as a key management service (KMS) client setup key. For more information, see Plan for volume activation. For a list of KMS client setup keys, see Appendix A of the Windows Server activation guide.

  6. On the Include Updates page, select Next to not install any software updates.

  7. On the Install Applications page, select Next to not install any applications.

  8. Complete the Create Task Sequence Wizard.

Deploy the task sequence using the Desktop Analytics deployment plan

  1. In the Configuration Manager console, go to the Software Library, expand Desktop Analytics Servicing, and select the Deployment Plans node.

  2. Select your Windows 10 pilot deployment plan, and then select Deployment Plan Details in the ribbon.

  3. In the Pilot status tile, choose Task sequence from the drop-down list, and then select Deploy.

  4. On the General page of the Deploy Software Wizard, select Browse next to the Software field. Select your Windows 10 in-place upgrade task sequence, and select Next.

    Note

    With the Desktop Analytics integration, Configuration Manager automatically creates pilot and production collections for the deployment plan. Before you can use them, it can take time for these collections to synchronize. For more information, see Troubleshoot - Data latency.

    This collection is reserved for Desktop Analytics deployment plan devices. Manual changes to this collection aren't supported.

  5. On the Content page, select Add, and then select Distribution point. Select an available distribution point to host the installation content, and select OK. Then select Next.

  6. On the Deployment Settings page, select Next to accept the default settings. (An available installation.)

  7. On the Scheduling page, select Next to accept the default settings. (Available as soon as possible.)

  8. On the User Experience page, select Next to accept the default settings. (Display in Software Center and only show notifications for computer restarts.)

  9. On the Alerts page, select Next to accept the default settings.

  10. Complete the wizard.

Install the task sequence from Software Center

  1. Sign in to a device that's a member of the pilot deployment plan.

  2. Open Software Center and install the available operating system for Windows 10.

Next steps

Advance to the next article to learn more about Desktop Analytics deployment plans.