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learn-pr/device-partner-university/prepare-windows/includes/10-summary.md

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| Objective | Tasks | Deliverables |
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|------|-------|--------------|
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| **Ops: Prepare operations for deployment** | Close gaps to achieve operations readiness: | |
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| | - Implement RACI roles. | - [Optional] Stakeholder approval tracking system |
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| | - [Optional] Set up Proof of Concept (PoC) lab environment. | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| | - Update the deployment plan, assigning devices to rings. | - Updated deployment plan (including assignment of devices to rings) |
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| | - Sign off and update procedural documentation. | - Procedural documentation of operational readiness |
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| | - Implement RACI roles. | [Optional] Stakeholder approval tracking system |
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| | - [Optional] Set up Proof of Concept (PoC) lab environment. | [Optional] Proof of Concept (PoC) completion and results documentation |
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| | - Update the deployment plan, assigning devices to rings. | Updated deployment plan (including assignment of devices to rings) |
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| | - Sign off and update procedural documentation. | Procedural documentation of operational readiness |
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| **Apps: Prepare apps for deployment** | Close gaps to achieve app readiness: | |
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| | - Run app readiness reports. | - List of app compatibility issues |
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| | - Modernize and update apps. | - Refreshed app inventory with replaced or updated apps |
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| | - [Optional] Select and test critical and important apps in Proof of Concept (lab) environment. | - [Optional] List of apps for PoC |
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| | - Select critical and important applications for regression and pilot testing in a production environment. | - List of apps for regression and pilot testing |
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| | - Remediate failed apps. | - A record of all remediated apps |
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| | - Sign off and update procedural documentation. | - Report results<br>- Procedural documentation of testing, remediation, and results |
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| | - Run app readiness reports. | List of app compatibility issues |
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| | - Modernize and update apps. | Refreshed app inventory with replaced or updated apps |
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| | - [Optional] Select and test critical and important apps in Proof of Concept (lab) environment. | [Optional] List of apps for PoC |
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| | - Select critical and important applications for regression and pilot testing in a production environment. | List of apps for regression and pilot testing |
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| | - Remediate failed apps. | A record of all remediated apps |
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| | - Sign off and update procedural documentation. | Report results<br> Procedural documentation of testing, remediation, and results |
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| **Infra: Prepare infrastructure for deployment** | Close gaps to achieve infrastructure readiness: | |
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| | - Update necessary infrastructure and tooling. | - Updated list of infrastructure and tools |
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| | - Validate infrastructure and tooling. | - Validation reports for infrastructure and tooling |
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| | - Compare pass or fail results against readiness criteria. | |
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| | - Remediate infrastructure and tooling. | - Remediation reports for infrastructure and tooling |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| | - Update necessary infrastructure and tooling. | Updated list of infrastructure and tools |
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| | - Validate infrastructure and tooling. | Validation reports for infrastructure and tooling |
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| | - Compare pass or fail results against readiness criteria. | • Remediation reports for infrastructure and tooling |
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| | - Remediate infrastructure and tooling. | • Procedural documentation of testing, remediation, and results |
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| | - Sign off and update procedural documentation. | |
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| **Config: Prepare settings for deployment** | Close gaps to achieve configuration readiness: | |
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| | - Create and populate your deployment rings. | - Deployment infrastructure readiness checklist complete and ready to deploy Windows 11 |
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| | - Create a security baseline. | - Security baseline ready to be deployed |
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| | - Update policies and administrative templates. | - Other device and/or user settings ready to be deployed |
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| | - Update network configuration. | - Network settings completed |
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| | - [Optional] Test settings in Proof of Concept (lab) environment. | - [Optional] Report of settings pass/fail |
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| | - Compare configured settings against readiness criteria. | - Identify gaps |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| | - Create and populate your deployment rings. | Deployment infrastructure readiness checklist complete and ready to deploy Windows 11 |
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| | - Create a security baseline. | Security baseline ready to be deployed |
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| | - Update policies and administrative templates. | Other device and/or user settings ready to be deployed |
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| | - Update network configuration. | Network settings completed |
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| | - [Optional] Test settings in Proof of Concept (lab) environment. | [Optional] Report of settings pass/fail |
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| | - Compare configured settings against readiness criteria. | Identify gaps |
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| | - Sign off and update procedural documentation. | Procedural documentation of testing, remediation, and results |
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| **Devices: Prepare devices for deployment** | Close gaps to achieve device readiness: | |
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| | - Run device driver readiness report. | - List of device driver incompatibilities |
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| | - Perform device readiness remediation. | - All devices ready to upgrade to Windows 11 |
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| | - Remediate device identity. | - All devices provided with a device identity |
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| | - [Optional] Select and configure test devices. | - [Optional] List of testing failures |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| | - Run device driver readiness report. | List of device driver incompatibilities |
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| | - Perform device readiness remediation. | All devices ready to upgrade to Windows 11 |
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| | - Remediate device identity. | All devices provided with a device identity |
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| | - [Optional] Select and configure test devices. | [Optional] List of testing failures |
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| | - Sign off and update procedural documentation. | Procedural documentation of testing, remediation, and results |
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| **Users: Prepare users for deployment** | Close gaps to achieve user readiness: | |
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| | - Select test users. | - List of users and their devices for pilot phase |
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| | - Create a communications schedule to prepare different groups for changes. | - Comms calendar |
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| | - Draft emails to promote usage and offer support. | - Set of message drafts |
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| | - Update help desk manuals. | - Updated help desk manual |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| | - Select test users. | List of users and their devices for pilot phase |
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| | - Create a communications schedule to prepare different groups for changes. | Comms calendar |
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| | - Draft emails to promote usage and offer support. | Set of message drafts |
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| | - Update help desk manuals. | Updated help desk manual |
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| | - Sign off and update procedural documentation. | Procedural documentation of testing, remediation, and results |

learn-pr/device-partner-university/prepare-windows/includes/2-prepare.md

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In this second phase, your objective is to prepare your environment for Windows 11 deployment. You’ll do so by closing the gaps you’ve identified in the previous phase across your entire environment:
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- **Operations**
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- **Applications**
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- **Infrastructure**
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- **Configurations**
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- **Devices**
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- **Users**
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- Operations
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- Applications
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- Infrastructure
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- Configurations
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- Devices
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- Users
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Let’s review each of these areas one by one, outlining the tasks and deliverables that can help you accomplish the objective of this phase. For each deliverable, consider a format that's easy to share with others and collaboratively edit throughout the life of the project.
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learn-pr/device-partner-university/prepare-windows/includes/3-phases-rings.md

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| Area of use | Report name | Source | Phase |
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|------------|-------------|--------|-------|
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| Device readiness | [Windows feature update device readiness report](/mem/intune/protect/windows-update-compatibility-reports#use-the-windows-feature-update-device-readiness-report)| Microsoft Intune | Plan, Prepare |
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| Device readiness | [Windows feature update compatibility risks report](/intune/intune-service/protect/windows-update-compatibility-reports#use-the-windows-feature-update-compatibility-risks-report) | Microsoft Intune | Prepare |
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| Device readiness | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Device readiness | [Feature updates – device status](/windows/deployment/update/wufb-reports-workbook#feature-updates-tab) | Windows Update for Business reports | Plan |
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| Application inventory | [Discovered apps report](/intune/intune-service/apps/app-discovered-apps) | Microsoft Intune | Plan |
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| Device provisioning | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Device identity | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Deployment status | [Feature update status report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-feature-update-status-report) | Windows Autopatch | Deploy |
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| Deployment status | [Feature update trending report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-feature-update-trending-report) | Windows Autopatch | Deploy |
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| Deployment status | [Management status report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-management-status-report) | Windows Autopatch | Deploy |
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| Deployment status | [Windows quality and feature update reports](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-quality-and-feature-update-reports-overview#windows-feature-update-reports) | Windows Autopatch | Deploy |
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| Deployment status | [Feature update failures report (Organizational)](/intune/intune-service/fundamentals/reports#feature-update-failures-report-operational) | Microsoft Intune | Deploy |
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| Deployment status | [Windows feature update (Organizational)](/intune/intune-service/fundamentals/reports#windows-feature-update-organizational) | Microsoft Intune | Deploy |
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| Deployment status | [Windows feature update report](/intune/intune-service/protect/windows-update-reports#use-the-windows-10-feature-updates-organizational-report) | Microsoft Intune | Deploy |
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| Deployment efficiency | [Delivery Optimization report](/windows/deployment/update/wufb-reports-workbook#bkmk_do) | Windows Update for Business reports | Deploy |
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| Device readiness | [Windows feature update device readiness report](/mem/intune/protect/windows-update-compatibility-reports#use-the-windows-feature-update-device-readiness-report)| Microsoft Intune | Plan, Prepare |
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| Device readiness | [Windows feature update compatibility risks report](/intune/intune-service/protect/windows-update-compatibility-reports#use-the-windows-feature-update-compatibility-risks-report) | Microsoft Intune | Prepare |
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| Device readiness | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Device readiness | [Feature updates – device status](/windows/deployment/update/wufb-reports-workbook#feature-updates-tab) | Windows Update for Business reports | Plan |
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| Application inventory | [Discovered apps report](/intune/intune-service/apps/app-discovered-apps) | Microsoft Intune | Plan |
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| Device provisioning | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Device identity | [Work from anywhere report](/intune/analytics/work-from-anywhere) | Endpoint analytics | Plan |
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| Deployment status | [Feature update status report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-feature-update-status-report) | Windows Autopatch | Deploy |
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| Deployment status | [Feature update trending report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-feature-update-trending-report) | Windows Autopatch | Deploy |
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| Deployment status | [Management status report](/windows/deployment/windows-autopatch/monitor/windows-autopatch-management-status-report) | Windows Autopatch | Deploy |
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| Deployment status | [Windows quality and feature update reports](/windows/deployment/windows-autopatch/monitor/windows-autopatch-windows-quality-and-feature-update-reports-overview#windows-feature-update-reports) | Windows Autopatch | Deploy |
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| Deployment status | [Feature update failures report (Organizational)](/intune/intune-service/fundamentals/reports#feature-update-failures-report-operational) | Microsoft Intune | Deploy |
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| Deployment status | [Windows feature update (Organizational)](/intune/intune-service/fundamentals/reports#windows-feature-update-organizational) | Microsoft Intune | Deploy |
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| Deployment status | [Windows feature update report](/intune/intune-service/protect/windows-update-reports#use-the-windows-10-feature-updates-organizational-report) | Microsoft Intune | Deploy |
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| Deployment efficiency | [Delivery Optimization report](/windows/deployment/update/wufb-reports-workbook#bkmk_do) | Windows Update for Business reports | Deploy |
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### Prerequisites for report use
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| Report source | Prerequisites |
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|--------------|---------------|
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| Microsoft Intune | - Microsoft Entra joined or Microsoft Entra hybrid joined devices<br>- Devices managed by Microsoft Intune, by Configuration Manager with tenant attach enabled, or co-managed<br>- [Windows diagnostic data enabled](/windows/privacy/configure-windows-diagnostic-data-in-your-organization) (minimum level: “Required”).<br>- [Enabled diagnostic data in processor](/intune/intune-service/protect/data-enable-windows-data#windows-data)<br>- A valid license: Windows 10/11 Enterprise (E3, E5), Windows 10/11 Education (A3, A5), Windows Virtual Desktop Access (E3, E5), or Microsoft 365 Business Premium<br>- Devices running Windows 10, version 1903 or later<br><br>[Use Windows Update for Business reports for Windows Updates in Microsoft Intune](/intune/intune-service/protect/windows-update-reports#prerequisites) |
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| Microsoft Intune | Microsoft Entra joined or Microsoft Entra hybrid joined devices<br> Devices managed by Microsoft Intune, by Configuration Manager with tenant attach enabled, or co-managed<br> [Windows diagnostic data enabled](/windows/privacy/configure-windows-diagnostic-data-in-your-organization) (minimum level: “Required”).<br> [Enabled diagnostic data in processor](/intune/intune-service/protect/data-enable-windows-data#windows-data)<br> A valid license: Windows 10/11 Enterprise (E3, E5), Windows 10/11 Education (A3, A5), Windows Virtual Desktop Access (E3, E5), or Microsoft 365 Business Premium<br> Devices running Windows 10, version 1903 or later<br><br>[Use Windows Update for Business reports for Windows Updates in Microsoft Intune](/intune/intune-service/protect/windows-update-reports#prerequisites) |
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| Endpoint analytics | Same prerequisites as Microsoft Intune. For more information, visit [What is Endpoint analytics?](/intune/analytics/overview#bkmk_prereq). |
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| Window Update for Business reports (Azure workbook) | - Azure subscription with Microsoft Entra ID<br>- Microsoft Entra joined or Microsoft Entra hybrid joined devices<br>- Log analytics workspace in a supported region<br>- Devices running Windows 10/11 Professional, Education, or Enterprise edition<br>- [Windows diagnostic data enabled](/windows/privacy/configure-windows-diagnostic-data-in-your-organization) (minimum level: “Required”) <br><br> Check out prerequisites for [Windows Update for Business reports](/windows/deployment/update/wufb-reports-prerequisites) for more information.|
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| Window Update for Business reports (Azure workbook) | Azure subscription with Microsoft Entra ID<br> Microsoft Entra joined or Microsoft Entra hybrid joined devices<br> Log analytics workspace in a supported region<br> Devices running Windows 10/11 Professional, Education, or Enterprise edition<br> [Windows diagnostic data enabled](/windows/privacy/configure-windows-diagnostic-data-in-your-organization) (minimum level: “Required”) <br><br> Check out prerequisites for [Windows Update for Business reports](/windows/deployment/update/wufb-reports-prerequisites) for more information.|
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| Windows Autopatch | Same [prerequisites](/windows/deployment/windows-autopatch/prepare/windows-autopatch-prerequisites) as Microsoft Intune. |
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> [!IMPORTANT]
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> You might have to modify your [diagnostic data settings](/mem/intune/protect/data-enable-windows-data) to make full use of the reports used throughout this module.
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> [!TIP]
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> Are there any steps from the Plan phase that you didn’t finish or still need help with? Is all stakeholder feedback addressed for the plan and all approvals secured? Review the check list and your notes from the Plan learning module before proceeding.
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At the end of this phase, you’ll be ready to effectively start Windows 11 deployment within your environment. We’ll cover those steps in the following learning module.

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