Getting Started

Once your purchase or demo request is processed, UpgradeMate emails you the installer and your license file. This page walks you through installing UpgradeMate and launching the Configuration wizard.

Requirements

• The computer where you run the UpgradeMate setup must be able to reach the SMS Provider and the source share directory.
• The user account running the setup must be a member of the Administrator role on the SCCM site.
• The setup must be launched with Run as Administrator.

Step-by-Step Guide

Receive Your License Email

The email contains your license details and direct download links for both the setup file and the license file.

1. Review License ID, Plan, Company, SCCM Site Code, Device Count, Target Windows version, and Expires date in the email to confirm everything matches your purchase.

2. Click Download UpgradeMate Setup to download UpgradeMateSetup.zip, then click Download License File (data.bin) to download your license.

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   The download links remain valid for 30 days. Your license is valid for one year from activation for purchased plans, or 10 days for demo licenses. Keep this email — you will need it again if you re-deploy or renew.

Run the Installer

1. Extract UpgradeMateSetup.zip to a local folder. Inside you will find UpgradeMateSetup-vXXXX.exe.

2. Run UpgradeMateSetup-vXXXX.exe as Administrator.

3. Complete the installation by clicking Next with the default settings on every screen.

4. On the final screen, the Configure UpgradeMate checkbox is selected by default. Click Finish with it checked to launch the Initial Configuration wizard right away. If you clear the checkbox, you can start it later by running the UpgradeMate shortcut from the Start menu.

Need help?

Reply to your activation email or reach the UpgradeMate team via the contact page.

Related Links

• Prepare Your Environment
• Initial Configuration
• Power BI Dashboard Setup