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usmt-dash/Documentation/Using USMT Dash.md
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Johan Sandoval 18dc8961e2 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.
2026-10-07 16:24:14 +00:00

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Blue:Start Here

Using USMT Dash

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.

How USMT Dash works

The Pages

Page Address What it's for
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.
Tracked Devices /tracked Register devices under a tag (your name, a date batch, a department...). The worker only watches tagged devices.
My Workbench /workbench Personal stacks: paste the devices on your cart and see just those. Saved in your browser.
USMT Status /status Every tracked migration, grouped by status, with ping, free space and USMT log lines.
All Devices /devices Compares source and destination software and lists the specialty apps missing from the new device.
Custom View /custom Build your own table from any field: add, remove, resize, drag and filter columns.
Documentation /docs This knowledge base. Every article has its own link, e.g. /docs/Zoom.

Migration Status

Migration lifecycle

Status Meaning
Not Started Association exists, no backup yet
Backup In Progress Scanstate log on the source is actively being written
Backup Completed Backup finished, waiting for the new device
Restore In Progress Loadstate log on the destination is active
Completed Restore finished successfully
Not Associated No computer association in ConfigMgr
Skipped The device's tag has Skip USMT ticked (inventory only)

Tracking devices

  • One device per line. Partial names work in the Workbench, not here: use full names.
  • Pair devices manually with SOURCE, DESTINATION on one line when there's no ConfigMgr association. Changing the destination shows up straight away.
  • Tick Skip USMT on a tag for devices you only want inventory and online status for.
  • Newly added devices are swept first, so their data appears within a few seconds of the next cycle starting.

Device details

Click any device to open its details. Simple View shows the migration; Advanced View adds both devices' inventory side by side.

  • Presence: whether the device is online now, when it was last online, and how long it has been offline.
  • 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.
  • Monitors: how many are attached and their models.
  • 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.

Filtering and sorting

Every column header has a menu like Excel's: sort, search, and tick the values to show.

  • On list columns (tags, software) choose Any ticked (at least one), Only ticked (nothing else) or Exactly ticked (precisely those).
  • 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.
  • On space columns, sort by disk size or free space, or filter to devices with more or less than a set amount free.
  • Clear filters in a table's header removes them all.

On a phone or tablet

  • Tables become cards. Filter & sort opens the same menus for any column.
  • 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.
  • In Custom View, Card fields picks what each card shows and in what order.

Tips

  • Copy Location Info builds a ready-to-paste table for facilities or asset tickets.
  • 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.
  • 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.