Setup

Install and configure UpgradeMate in your Configuration Manager environment. Walk through the first-time setup wizard, extend your hardware inventory schema, and stand up the Power BI dashboard.

Initial Configuration

Walk through the first-time setup wizard step by step.

Inventory Class Setup

Extend SCCM hardware inventory with the CM_UpgradeMate class.

Power BI Dashboard Setup

Publish the dashboard and configure scheduled refresh.

Getting Started Initial Configuration