Docs refresh: README, in-app user guide, screenshots
- README: configuration table, every web module, corrected filter and live update wording, Data/ file list. - Using USMT Dash article rewritten as a user guide: pages and addresses, tracking, device details, filtering, phones and tablets, tips. - Screenshots retaken from the current build.
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# Using USMT Dash
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# Using USMT Dash
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USMT Dash tracks a Windows device-refresh project: which old (**source**) device is being replaced by which new (**destination**) device, and how far each migration has got.
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USMT Dash tracks a Windows device-refresh project: which old (**source**) device is being replaced by which new (**destination**) device, and how far each migration has got. It updates by itself: while the worker is sweeping, new results appear every few seconds.
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## The Pages
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## The Pages
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| Page | What it's for |
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| Page | Address | What it's for |
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| **Tracked Devices** | Register devices under a *tag* (your name, a date batch, a department...). The worker only watches tagged devices. |
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| **Overview** | `/` | The home page (click the logo to get back here). Counters for everything that still needs attention, overall progress, where the work is by building and floor, and a calendar of deployment dates. Click any number to list the devices behind it. |
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| **My Workbench** | Personal stacks: paste the devices on your cart and see just those. Saved in your browser. |
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| **Tracked Devices** | `/tracked` | Register devices under a *tag* (your name, a date batch, a department...). The worker only watches tagged devices. |
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| **USMT Status** | Every tracked migration, grouped by status, with ping, free space and USMT log lines. |
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| **My Workbench** | `/workbench` | Personal stacks: paste the devices on your cart and see just those. Saved in your browser. |
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| **All Devices** | Compares source and destination software and lists *specialty* apps missing from the new device. |
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| **USMT Status** | `/status` | Every tracked migration, grouped by status, with ping, free space and USMT log lines. |
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| **Custom View** | Build your own table: add, remove, resize, drag and filter any column. |
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| **All Devices** | `/devices` | Compares source and destination software and lists the *specialty* apps missing from the new device. |
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| **Documentation** | This knowledge base. Articles named after an app are linked from that app in the software view. |
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| **Custom View** | `/custom` | Build your own table from any field: add, remove, resize, drag and filter columns. |
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| **Documentation** | `/docs` | This knowledge base. Every article has its own link, e.g. `/docs/Zoom`. |
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## Migration Status
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## Migration Status
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| Not Associated | No computer association in ConfigMgr |
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| Not Associated | No computer association in ConfigMgr |
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| Skipped | The device's tag has **Skip USMT** ticked (inventory only) |
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| Skipped | The device's tag has **Skip USMT** ticked (inventory only) |
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## Tracking devices
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- One device per line. Partial names work in the Workbench, not here: use full names.
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- Pair devices manually with `SOURCE, DESTINATION` on one line when there's no ConfigMgr association. Changing the destination shows up straight away.
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- Tick **Skip USMT** on a tag for devices you only want inventory and online status for.
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- Newly added devices are swept first, so their data appears within a few seconds of the next cycle starting.
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## Device details
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Click any device to open its details. **Simple View** shows the migration; **Advanced View** adds both devices' inventory side by side.
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- **Presence**: whether the device is online now, when it was last online, and how long it has been offline.
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- **Found In**: whether AD, SCCM and DNS know the device. A blank field says why, for example *Not in SCCM* or *No DNS record*. *Waiting for worker...* means it hasn't been looked up yet.
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- **Monitors**: how many are attached and their models.
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- A small clock icon next to a value means it's a **snapshot**: the last reading taken while the device was reachable (hover for the time). Completed migrations and offline devices show these instead of blanks.
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## Filtering and sorting
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Every column header has a menu like Excel's: sort, search, and tick the values to show.
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- On list columns (tags, software) choose **Any ticked** (at least one), **Only ticked** (nothing else) or **Exactly ticked** (precisely those).
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- On software columns, **Documented** ticks every app that has an article. Add **Only ticked** to find the "easy" devices whose apps are all documented, or sort **Easiest first**.
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- On space columns, sort by disk size or free space, or filter to devices with more or less than a set amount free.
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- **Clear filters** in a table's header removes them all.
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## On a phone or tablet
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- Tables become cards. **Filter & sort** opens the same menus for any column.
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- The round **Jump** button finds a device by name and scrolls to its card (without hiding anything), or jumps to a section, the top, the middle or the bottom of the page.
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- In Custom View, **Card fields** picks what each card shows and in what order.
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## Tips
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## Tips
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- Pair devices manually with `SOURCE, DESTINATION` on one line when there's no ConfigMgr association.
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- Click any device name for full details: location, users, hardware, AD groups.
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- **Copy Location Info** builds a ready-to-paste table for facilities or asset tickets.
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- **Copy Location Info** builds a ready-to-paste table for facilities or asset tickets.
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- In articles, `[[Copy:text]]` creates a click-to-copy link, and `[[Yellow:Label]]` adds a badge.
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- The **Data Updated** button shows the worker's progress, when the next cycle runs, and how long each kind of device took last time. **Force Update** starts a cycle now.
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- In articles, `[[Copy:text]]` creates a click-to-copy link, `[[Yellow:Label]]` adds a badge, and a quote starting with `[!NOTE]`, `[!TIP]` or `[!WARNING]` becomes a callout.
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- **Device details**: AD OU and groups, hardware, disk, RAM, monitors, client health,
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- **Device details**: AD OU and groups, hardware, disk, RAM, monitors, client health,
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location, department, users, for both sides of a migration. A blank says why: *Not in AD*,
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location, department, users, for both sides of a migration. A blank says why: *Not in AD*,
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*Not in SCCM*, *No DNS record*, or *Waiting for worker...* if it hasn't been looked up yet.
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*Not in SCCM*, *No DNS record*, or *Waiting for worker...* if it hasn't been looked up yet.
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The dialog refreshes in place when the worker finishes a cycle.
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Open dialogs refresh in place as new data arrives.
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- **Presence**: every ping is recorded, so each device shows when it was last online and how
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- **Presence**: every ping is recorded, so each device shows when it was last online and how
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many days it has been offline. Completed pairs and Skip USMT devices, which skip network checks
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many days it has been offline. Completed pairs and Skip USMT devices, which skip network checks
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in the sweep, are pinged hourly during business hours and at midnight to keep theirs current.
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in the sweep, are pinged hourly during business hours and at midnight to keep theirs current.
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reachable are kept with their timestamps, and shown for completed migrations and offline
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reachable are kept with their timestamps, and shown for completed migrations and offline
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devices instead of blanks.
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devices instead of blanks.
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- **Excel-style filters** on every table: sort, search and tick values; list columns match
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- **Excel-style filters** on every table: sort, search and tick values; list columns match
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*any*, *only* or *exactly* the ticked items. On software columns, one click shows devices
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*any*, *only* or *exactly* the ticked items. On software columns, *Documented* + *Only
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whose apps all have a documentation article, and *Easiest first* sorts by how many apps
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ticked* shows devices whose apps all have a documentation article, and *Easiest first*
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still lack one.
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sorts by how many apps still lack one.
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- **Phones and tablets**: tables become cards with one *Filter & sort* button, and a floating
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- **Phones and tablets**: tables become cards with one *Filter & sort* button, and a floating
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*Jump* button finds a device by name (scrolls to its card without filtering) or jumps to any
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*Jump* button finds a device by name (scrolls to its card without filtering) or jumps to any
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section, the top or the bottom of the page.
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section, the top or the bottom of the page.
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is searchable, counted and split into *Applications* and *Troubleshooting & Guides*; PDF
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is searchable, counted and split into *Applications* and *Troubleshooting & Guides*; PDF
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export and print. Renaming an image rewrites every article that links to it. Articles named
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export and print. Renaming an image rewrites every article that links to it. Articles named
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after an app are linked from that app in the software view.
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after an app are linked from that app in the software view.
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- **Business-hours scheduling**: the worker cycles every few minutes during working hours,
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- **Live, on a schedule**: the worker cycles every few minutes during business hours, sleeps
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sleeps overnight, and makes a midnight "pitstop" for the daily software refresh.
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overnight, and makes a midnight "pitstop" for the daily software refresh. While a cycle
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*Force Update* and *Force Full Refresh* skip the wait. The dashboard updates live while a cycle runs
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runs, the rows swept so far are published every few seconds, so the dashboard updates live;
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(swept rows are published every few seconds), newly tracked devices are swept and
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newly tracked devices are swept and published first. *Force Update* and *Force Full
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published first, the sync dialog shows how long each kind of device (SCCM association,
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Refresh* skip the wait, and the sync dialog shows how long each kind of device (SCCM
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manual pair, completed snapshot...) took.
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association, manual pair, completed snapshot...) took.
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- **Every page has an address** (`/status`, `/devices`, `/docs/Adobe Acrobat Pro`, ...), so
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links, bookmarks and the back button work. The logo goes home to the Overview.
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| `Providers\SCCM.ps1` | Real data source: ConfigMgr module, site SQL database, ADSI, DNS/ICMP, admin shares |
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| `Providers\SCCM.ps1` | Real data source: ConfigMgr module, site SQL database, ADSI, DNS/ICMP, admin shares |
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| `Providers\Demo.ps1` | Simulated data source used by the demo (see below) |
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| `Providers\Demo.ps1` | Simulated data source used by the demo (see below) |
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| `Config\usmt-dash.psd1` | Every environment-specific setting |
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| `Config\usmt-dash.psd1` | Every environment-specific setting |
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| `web\index.html` | The dashboard (single-file HTML/JS, about 4,500 lines) |
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| `web\index.html` | The dashboard (HTML/JS, about 4,600 lines) |
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| `web\demo\demo.js` | Terminal panel, plus the demo-mode browser sandbox |
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| `web\demo\demo.js` | Terminal panel, plus the demo-mode browser sandbox |
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| `web\overview.js` | Overview page (issue counters, progress, locations, deployment calendar) |
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| `web\overview.js` | Overview page (issue counters, progress, locations, deployment calendar) |
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| `web\device-info.js` | Shared device helpers: missing-data reasons, presence, snapshot markers |
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| `web\device-info.js` | Shared device helpers: missing-data reasons, presence, snapshot markers |
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| `web\excel-filter.js` | Excel-style sort / filter menus on every table; phone *Filter & sort* |
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| `web\layout.js` / `layout.css` | Sticky headers, card view on phones and tablets, Custom View scrolling and column drag |
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| `web\docs.js` | Knowledge base: permalinks, search, categories, PDF / print |
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| `web\docs.js` | Knowledge base: permalinks, search, categories, PDF / print |
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| `web\router.js` | Page addresses (`/status`, `/docs/...`) and back / forward |
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| `web\jump.js` | Phones and tablets: jump to a device, a section, the top, middle or bottom |
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### API
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### API
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missing. See `Demo\Blacklisted-Apps.txt` for the syntax (plain patterns, `Suite = a*, b*`,
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missing. See `Demo\Blacklisted-Apps.txt` for the syntax (plain patterns, `Suite = a*, b*`,
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`Rule: DEVICE* = app*`, `Combo: Label = a* && b*`).
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`Rule: DEVICE* = app*`, `Combo: Label = a* && b*`).
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### Configuration
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Everything lives in `Config\usmt-dash.psd1`; each setting is commented there. The ones you're
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most likely to change:
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| Setting | Default | What it does |
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| `Worker.CycleSeconds` | `180` | Pause between cycles during business hours |
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| `Worker.BusinessHours` | 07:30-17:30, Mon-Fri | When the worker cycles; outside it sleeps, with a midnight pitstop |
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| `Worker.PresenceSweepMinutes` | `60` | How often completed and Skip USMT devices (which the sweep doesn't ping) are pinged |
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| `Worker.LivePublishSeconds` | `10` | How often swept rows are published during a cycle |
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| `Worker.SoftwareCacheHours` | `24` | How long a software inventory is reused |
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| `Worker.DiskSkipList` | none | Devices whose admin share hangs; disk and log checks are skipped |
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| `SCCM.AssetInventory` | `v_GS_ASSET_INFO0` | Optional custom inventory view for location, department, room type... |
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| `SCCM.Monitors` | `v_GS_WMIMONITORID` | Attached monitors (needs WmiMonitorID in hardware inventory) |
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| `Demo.BusinessHours` | 06:00-21:00, every day | When the demo worker runs |
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| `Demo.DeviceCount` / `CycleSeconds` | `200` / `45` | Size of the simulated fleet and its cycle pause |
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### Adapting it to a different toolset
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### Adapting it to a different toolset
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All infrastructure access goes through a provider. To support another platform (Intune, a
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All infrastructure access goes through a provider. To support another platform (Intune, a
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Documentation/ knowledge-base articles and images
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Documentation/ knowledge-base articles and images
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web/ dashboard, terminal panel / demo sandbox, vendored libraries
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web/ dashboard, terminal panel / demo sandbox, vendored libraries
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Dockerfile, docker/ container for the hosted demo
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Dockerfile, docker/ container for the hosted demo
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Data/ runtime state (created on first run, not committed)
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Data/ runtime state (created on first run, not committed): Data.json,
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Worker-State.json, Advanced-Cache.json, Software-Cache.json,
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Presence.json, Snapshots.json, Completed.json, Logs/
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```
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```
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## Third-party code
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## Third-party code
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