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Setting Up UpgradeMate

Setting Up UpgradeMate

Prepare your Configuration Manager environment, walk through the first-time setup wizard, and stand up the Power BI dashboard.

Prepare Your Environment
Extend Configuration Manager’s hardware inventory so it can collect UpgradeMate reporting data — required, one-time per site.
Initial Configuration
Walk through the first-time setup wizard step by step.
Power BI Dashboard Setup
Publish the dashboard and configure scheduled refresh.
Getting StartedPrepare Your Environment