Changebase User Guide 631

Dell ChangeBASE 6.3.
1
User Guide
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ChangeBASE User Guide

Updated - October 2015
Software Version - 6.3.1
Contents
Introduction
Key Phases of a Migration Project
Assessment Capabilities
Features and Benefits
Before You Start...
11
ChangeBASE System Requirements
11
Local Database Setup
11
Minimum Requirements
12
Remote Database Setup
12
Minimum Client Requirements
13
Minimum Requirements for Server Hosting ChangeBASE Service
14
Minimum Requirements for Server Hosting SQL Database
15
Minimum Requirements to Host on a Virtual Environment
15
Backup Recommendations
16
Virtual Machines
16
Virtual Machines used for Repackaging (EXE/BAT/VBS/CMD)
16
Virtual Machines used for Virtualization
18
Recommended Configuration for Optimal Performance
19
Best Practice Setup using Active Directory
19
Pre-Installation Steps
23
Installation of SQL Server Reporting Services
25
Installing ChangeBASE
28
Local Installation
28
Multi-User Installation
29
ChangeBASE Service Installation
29
Client Installation
29
Upgrading ChangeBASE
30
CBVM Tools
31
Additional resources
31
Configuring ChangeBASE
32
Starting ChangeBASE
32
Connecting to the ChangeBASE Service
33
Connecting to SQL Server
33
Attaching To Other ChangeBASE Servers
34
Aggregated Reporting Data
34
ChangeBASE 6.3.1
User Guide
Database Setup
34
Troubleshooting - Licensing
35
License Expiry
36
Unlicensed Number of Packages
36
Platform Setup
36
Determining Assessment Groups
37
Overview of Checks
38
Example of Individual Check - Hard-Coded File References Scan
39
Package Source Type
39
Package Source
40
CSV Import
40
Creating a CSV File from the CSV Template
41
Package Source Name
43
Configuring Required Settings
43
Product Settings
44
Proxy Server
44
Database Options
45
User Access
45
Licensing Options
45
Import Settings
47
Duplicate Package
48
Fixing Settings
48
Reporting Settings
48
Conversion Settings
50
Hypervisor Setup
51
Virtual Machine Setup
54
Repackaging Options
57
Virtualization Options
57
Integration Tab
58
Configuring New SCCM Server Access
59
SCCM Options
60
License Settings
60
Database Settings
61
Server Settings
62
Platform Settings
63
Package Source Settings
64
Manage Users and Roles
64
Working with External Data Sources
65
Importing Pre-Loaded Files into ChangeBASE
68
ChangeBASE 6.3.1
User Guide
Import Options
71
Troubleshooting - Packages fail to Import
74
Applications Options
76
RAG Statuses
77
Red
77
Amber
77
Green
78
Application Compatibility Reports
79
Filtering Applications
80
Drilling Down into an Application
84
Viewing the Application in MSI Studio or the Package Source
84
Auto-Fixing Issues
85
Phases
85
Complexity Ratings
86
Creating Composite Applications
87
Creating Application Dependencies
88
Creating Application Hierarchies
90
Creating Reporting Groups with Reporting Subgroups
90
Linking Applications to Reporting Subgroups
92
Creating Product Groups
93
Linking Applications to Product Groups
94
Converting Packages
96
Checks Options
97
Customizing the Display
98
Excluding Checks
100
Overriding Issues
100
Bulk Fixing
100
Check Updates
101
The Updates Screen
101
Checking the availability of and downloading updates
101
Browsing an Offline Update
102
Viewing Check Updates
102
Viewing Check Details
102
Selecting Check Updates
102
New Check Versions and Enable After Update
103
Applying and Scheduling Updates
103
Update Process
103
Verifying Update Results
103
Cancelling or Rescheduling a Check Update
104
ChangeBASE 6.3.1
User Guide
Update Features and Role Restrictions
104
Download and Proxy Settings
104
Auto Update Settings
104
Proxy Settings
104
Custom Checks
105
Example Query
108
Return to Results View
110
Custom Fixes
110
Exporting a Custom Check and Fix
110
Importing a Custom Check and Fix
110
Troubleshooting
110
Dependency and Conflict Checker
112
Customizing the Build
112
Looking for Dependencies and Conflicts
113
Importing a custom WIM
114
Dashboard
115
Customizing the Dashboard
116
Predefined Window
117
Recent Activity
118
Creating a User Defined Dashboard Summary
119
Scheduled Jobs
120
Viewing Jobs
120
Job Maintenance
121
Script Jobs
121
Creating a New Script Job
121
Viewing Script Results and Outputs
121
Reporting
122
Deploy ChangeBASE Reports to Reporting Server
123
Viewing the Installed Reports in SSRS
124
The ChangeBASE Reporting Database in SSRS
125
Reporting Database Schema
126
Creating Custom Reports
132
Creating a Custom Report using the 'MaxRAG' field
136
Repackaging and Virtualization
142
Virtual Machine Configuration
142
Configuration of Guest Machine to be used primarily for Repackaging and, optionally,

Virtualization
142
Configuration of Guest Machine to be used for Virtualization only
147
Repackaging
150
ChangeBASE 6.3.1
User Guide
Repackaging Filters
150
Default MSI Template
151
The Repackaging Process
152
Repackaging Troubleshooting
157
The Capture Process terminates before the Installation has completed
157
The Repackaging Process results in an MSI with no Files
158
Reboots during Repackaging
158
Abnormal End to Session?
158
Virtualization
158
Virtualization Technology Setup
159
Virtual Machine Setup: Symantec Workspace Virtualization
159
Virtual Machine Setup: Microsoft App-V
159
Virtual Machine Setup: VMware ThinApp
160
The Virtualization Process
160
Performance Issues and Optimization
164
Troubleshooting Virtualization
164
Web Capture
167
Web Capture Installation
167
Web Capture Settings
168
Directed Web Capture Filters
168
Web Crawler
169
HTTP Authentication
173
Troubleshooting the Web Crawler
173
Directed Web Capture
174
About Dell
177
Contacting Dell
177
Technical support resources
177
ChangeBASE 6.3.1
User Guide
1
Introduction
Dell ChangeBASE is a leading provider of automated application compatibility analysis, remediation and
conversion.
ChangeBASE can assess and fix application compatibility issues automatically prior to migration to the latest
Microsoft platforms and virtualized package environments. ChangeBASE also enables you to virtualize your
packages automatically.
ChangeBASE is based on a thin client-server model in which most of the processing is carried out by a central
service. Compatibility assessment checks against the selected migration platforms are carried out
automatically by default, whenever packages are imported into a ChangeBASE database.
ChangeBASEversion 6.3 introduced the ability to create links to external data sources. This allows you to
expand your application assessment to include information on how the applications are being used within the
environment. Once the link has been created, it will be maintained and refreshed to ensure that the most upto-date data is used within custom checks and for reports. Tapping into external data gives you insights to help
plan for migration projects.
The guide is intended for network administrators, consultants, analysts, and any other IT professionals who are
responsible for setting up ChangeBASE.
This chapter covers the following topics:

l Identify: The first step is to identify both the managed and unmanaged packages across the enterprise.
Dell Asset Manager can be used to perform this step.
l Plan/Rationalize: Once the packages have been identified, the best practice is to rationalize packages
that have similar functionality and/or have multiple versions. This approach means that only the latest
versions of software are being submitted to the migration project. Once the number of packages has
been defined, the amount of project resources can also be planned.
l Import and Assess: The list of packages collated during the rationalization phase should be imported
into ChangeBASE in order to test compatibility with the target platform(s). The packages are
automatically assessed against the relevant checks. Once the compatibility results are visible, packages
can undergo another round of rationalization to ensure that effort is only spent on packages that will
work on the target platform(s). Incompatible packages should be upgraded, redeveloped or retired.
ChangeBASE 6.3.1
User Guide
l Fix: ChangeBASE assesses packages according to a Red/Amber/Green (RAG) system. ChangeBASE can
automatically remediate many Amber issues, and some Red issues, by means of MST (Transform) files.
The underlying packages and installations are never modified directly. ChangeBASE can also fix
compatibility issues through the use of additional files such as Manifests and runtimes to allow packages
to run correctly on the new Platform. By using Transform files, subsequent upgrades or patches can still
be applied while allowing you to maintain support for the particular packages.
l Virtualize: ChangeBASE can automatically create a virtualized package in a number of formats,
including Microsofts App-V, Symantec Workspace Virtualization (SWV), and VMwares ThinApp.
l UAT: The fixed package is now ready for User Acceptance Testing (UAT). Package owners can test in the
target environment.
l Deploy: The package and fixes are deployed to the target environment.
l Manage: There is a 'Patch Assessment' report that rolls up Microsoft Patch Tuesday updates from July
2013 onwards (refer to Reporting). When you run the report, it shows the packages in your database on
which the updates are likely to have an impact. The current RAG statuses of your applications remain
unaffected by the report.
ChangeBASE provides automated application compatibility testing and fixing for the following:
l Windows XP, 32-bit and 64-bit
l Windows 7, 32-bit and 64-bit
l Windows 8, 32-bit and 64-bit
l Windows Server 2003 32-bit and 64-bit (including R2)
l Windows Server 2008 32-bit and 64-bit (including R2)
l Windows Server 2012
l Microsoft Office 2007, 2010 and 2013 dependencies
l MSI Installer Integrity - ICEs (Internal Consistency Evaluators) checking and fixing
l Microsoft App-V, Microsoft Server App-V, VMware ThinApp, Citrix XenApp and Symantec SWV
NOTE: Browser Compatibility also allows the automated testing of Web applications for compatibility
with Internet Explorer 8, 9, 10 and 11,Chrome and Firefox. Refer to Web Capture.

l True Client/Server Model
l Multi-threaded imports across all the CPU resources in parallel, allowing the import and
simultaneous assessment of high volumes of packages.
ChangeBASE 6.3.1
User Guide
l Import from all shared resources across a network, with simultaneous viewing of the
assessment results.
l Instant Multi-Platform Compatibility Assessment
l Identify compatibility issues instantly on import into ChangeBASE, across a wide range of
specified target platforms. So, for example, you can simultaneously see the issues that would be
affected by deploying packages on both Windows Server 2012 and Windows 8.1, and arrive at
accurate and informed decisions on the timeframes and costs of such deployments, in order to
prioritize packages for relicensing, replacement and testing.
l Repackage non-standard or legacy packages prior to import so that you can test your entire
inventory of packages for compatibility issues.
l Auto-Fix Compatibility Issues
l Resolve application compatibility issues prior to deployment with minimal manual effort, to avoid
repeated assessment cycles and to substantially accelerate package delivery. Reduce postmigration support issues.
l Virtual Compatibility Assessment
l Determine which packages you can virtualize within seconds, and track middleware
dependencies, saving days of testing time.
l Package Virtualization
l Automatically virtualize your packages. Save time, avoid errors and meet demand more quickly
than with manual conversions.
l Auto-Fix for Virtual Platforms
l Evaluate packages for compatibility issues with virtual target platforms, and fix them in just a
few simple steps.
l Automate Corporate Packaging Standards
l Test for issues related to in-house and packaging (MSI) standards and apply automated fixes to
ensure compliance. Develop and customize QA checks and related remedies in order to achieve
significant time and cost savings compared to manual checking.
l Ongoing Management
l Introduce changes quickly, easily and reliably, with the highest degree of confidence.
l Reduce security risks and deployment times by the periodic running of an assessment report
that shows the likely impact of past and present Microsoft updates on your package estate.
ChangeBASE 6.3.1
User Guide
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2
Before You Start...
ChangeBASE System Requirements

Before installing ChangeBASE, ensure that your system meets the minimum hardware and software
requirements described in the following sections.
Minimum Requirements for Server Hosting ChangeBASE Service
Virtual Machines
Recommended Configuration for Optimal Performance

For a training course, a POC (Proof Of Concept) installation, or where there is only to be one user of
ChangeBASE, it is usual for all components (including the ChangeBASE service) to be installed on the same
machine, which should be running under one of the following Operating Systems:
l Windows Vista SP2 (x86 and x64)
l Windows 7 SP1 (x86 and x64)
l Windows 8 (x86 and x64)
l Windows 8.1 (x86 and x64)
l Windows Server 2008 R2 SP1 (x64)
l Windows Server 2008 SP2 (x86 and x64)
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l Windows Server 2012 (x64)

l Windows Server 2012 R2 (x64)
Provided that the machine is going to be importing less than 1,000 packages, it should meet the following
minimum specifications:
Table 1: Minimum Machine Requirements for Local Database Setup
Display
Resolution
Core Processor
RAM (GB)
SQL Server
.NET
Framework
Network
Connection
1024 x 768 pixel

array
Quad-core
processor
8, preferably
on a 64-bit
Operating
System
SQL Server
Express
2008/2012/2014
4.5
Gigabit
Ethernet
CAUTION: The SQL Server Collation must be Case Insensitive (CI).

You will also need the following:
l Microsoft Visual C++ Redistributable 2012. It is available from http://www.microsoft.com/enus/download/details.aspx?id=30679. Install the 64-bit version on 64-bit Windows, and the 32-bit version
on 32-bit Windows.
l A Hypervisor for Legacy Conversion (hereafter typically referred to as Repackaging) and/or
Virtualization. See Virtual Machines.
l If you are going to be using the ChangeBASE API, you will need PowerShell 3.0. It is automatically
installed with Windows 8 and Windows Server 2012. Alternatively, you can download it from
http://www.microsoft.com/en-gb/download/details.aspx?id=34595 or http://www.microsoft.com/enus/download/details.aspx?id=34595.

In the event that more than one user connects to the same database, the ChangeBASE client software may be
installed on each of the workstations ('clients'), with the ChangeBASE service and database(s) hosted remotely.
ChangeBASE 6.3.1
User Guide
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Figure 1: Multi-User Setup

Each client should be running under one of the following Operating Systems:
l Windows Vista SP2 (x86 and x64)
l Windows 7 SP1 (x86 and x64)
l Windows 8 (x86 and x64)
l Windows 8.1 (x86 and x64)
l Windows Server 2008 R2 SP1 (x64)
l Windows Server 2008 SP2 (x86 and x64)
l Windows Server 2012 (x64)
l Windows Server 2012 R2 (x64)
Each client should meet the following minimum specifications:
ChangeBASE 6.3.1
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Table 2: Minimum Client Requirements for Remote Database Setup

Display
Resolution
Core
Processor
RAM (GB)
.NET
Framework
Network
Connection
1024 x 768
pixel array
Quad-core
processor
8 (16 if a large number of

packages are imported),
preferably on a 64-bit
Operating System
4.5
Gigabit
Ethernet
You will also need the following:

on 32-bit Windows.
l A Hypervisor for Legacy Conversion (hereafter typically referred to as Repackaging) and/or
Virtualization. See Virtual Machines.
l If you are going to be using the ChangeBASE API, you will need PowerShell 3.0. It is automatically
installed with Windows 8 and Windows Server 2012. Alternatively, you can download it from
Internet Connectivity Recommended

It is highly recommended that an internet connection is available when using ChangeBASE, as the access to
software and assessment group updates, and the associated online help, are dependent on this.
If internet connectivity is not possible, please contact Dell to discuss alternative delivery methods.
Minimum Requirements for Server Hosting ChangeBASE

Service
These requirements are dependent on the numbers of packages being imported for assessment, and on the
numbers of clients, and are to be taken as recommendations rather than absolute minimums.
Table 3: Minimum Requirements for Server Hosting ChangeBASE Service
Small Operation (i.e.

less than 1,000
packages and less than
10 clients)
Medium Operation (i.e.

between 1,000 and
5,000 packages and 10
or more clients)
Large Operation (i.e.

more than 5,000
packages and 10 or
more clients)
Operating System
One of:
Windows Server 2008 R2

SP1, Windows Server 2008
SP2, Windows Server
2012, or Windows Server
2012 R2.
Windows Server 2008 R2

SP1, Windows Server 2008
SP2, Windows Server
2012, or Windows Server
2012 R2.
l Windows 7 SP1
l Windows 8
l Windows 8.1
ChangeBASE 6.3.1
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Small Operation (i.e.

less than 1,000
packages and less than
10 clients)
Medium Operation (i.e.

between 1,000 and
5,000 packages and 10
or more clients)
Large Operation (i.e.

more than 5,000
packages and 10 or
more clients)
NOTE: A 64-bit
Operating System
is recommended
wherever
possible,
especially if you
are using 64-bit
SQL Server.
Core Processor
Quad-core processor
8-core processor
16-core processor
RAM (GB)
16
32
.NET Framework
4.5
4.5
4.5
Network Connection
Gigabit Ethernet
Gigabit Ethernet
Gigabit Ethernet
You will also need:

on 32-bit Windows.

ChangeBASE supports SQL Server 2008 R2, SQL Server 2012 and SQL Server 2014. The requirements are as given
in the following links:
l SQL Server 2008 - http://msdn.microsoft.com/en-us/library/ms143506(v=sql.105).aspx
l SQL Server 2012 - http://msdn.microsoft.com/en-us/library/ms143506.aspx
l SQL Server 2014 - http://msdn.microsoft.com/en-us/library/ms143506(v=sql.120).aspx
NOTE: The server may run SQL Server Express, but due to its one GB of RAM usage restrictions, as well
as its database size limits, it is recommended that SQL Express is used for no more than 600 packages.
It is recommended that:
l The SQL Server Browser service is set to Automatic.
l TCP/IP protocol is enabled in the database(s).

Hosting on a virtual environment is supported. The minimum requirements remain the same, but with the
following additional requirements for medium and large operations
ChangeBASE 6.3.1
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l The number of recommended cores should not be shared with other virtual computers
l The amount of available RAM should not be shared with other virtual computers
l On the SQLServer, the ChangeBASE database and SQLTempDB should be located on physically separate
drives and not shared with other virtual computers
l For each database, daily differential backups should be taken, together with a full weekly backup. You
can, for example, use SQL Server Management Studio, right-click on the required database and select
Tasks > Backup.
l You should also back up the files in the following hidden directory periodically:
%ProgramData%\ChangeBASE. This will help you restore your working environment in the event of a
system crash.
Virtual Machines
Virtual machines (VMs)are utilized by ChangeBASE for the Repackaging of legacy installer files (whether in EXE,
VBS, BAT or CMD format) into MSIs, and for the conversion of MSIs/EXEs into virtual formats (Virtualization).
The system requirements are as follows:

Table 4: Requirements for Virtual Machine used for Repackaging
Running under
Hypervisor
Operating System
RAM
(GB)
Minimum
Display
Resolution
Software
One of:
One of:
4 or
greater
1024 x 768
pixel array
As follows:
l Microsoft
Hyper-V
l Windows XP SP3
32-bit (x86)
l VMware
Workstation 9
(with shared
VMs)
l Windows 7 32-bit
(x86)
l VMware
Server
2.x/ESX
Server 5.1
NOTE: Windows
Vista is not
supported, even
in its 32-bit
version.
IMPORTANT: If 64bit Repackaging is
required, then
l Microsoft.NET Framework
3.5 SP1 and:
l .NET 4 or later (Full
Version) for
Windows 7
l .NET 4.0.x (Full
Version) for
Windows XP
l VMware Tools for a

VMware-based VM.
l Hyper-V Integration
Services for a Microsoft
Hyper-V-based VM.
l CBVMTools (supplied
ChangeBASE 6.3.1
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Running under
Hypervisor
Operating System
you can use the

version of MSI
Studio that is
bundled with
ChangeBASE,
provided that the
repackaged
applications
undergo full
testing prior to
deployment,
especially if they
require COM
(Component
Object Model)
servers.
RAM
(GB)
Minimum
Display
Resolution
Software
with ChangeBASE).
ChangeBASE 6.3.1
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17

Table 5: Requirements for Virtual Machine used for Virtualization
Running under
Hypervisor
Operating System
RAM
(GB)
Minimum
Display
Resolution
Software
One of:
One of:
4 or
greater
1024 x 768
pixel array
As follows:
l Microsoft
Hyper-V
l Windows XP SP3
32-bit (x86)
l VMware
Workstation
9
(with shared
VMs)
l Windows 7 32-bit
(x86)
l VMware
Server
2.x/ESX
Server 5.1
l Windows 7 64-bit
l Windows 8 32-bit
(x86)
l Windows 8 64-bit
l Microsoft.NET
Framework 3.5 SP1 and:
l .NET 4 or later (Full
Version) for
Windows 7 and
Windows 8
l .NET 4.0.x (Full
Version) for
Windows XP
l Windows Server
2003 R2
l VMware Tools for a

VMware-based VM.
l Windows Server
2008 R2
l Hyper-V Integration
Services for a Microsoft
Hyper-V-based VM.
l Windows Server
2012
NOTE: Windows
Vista is not
supported, even
in its 32-bit
version.
l One or more of the

following:
l App-V Sequencer
4.6 SP1/5.0/5.1
(5.0 and 5.1 also
require Windows 7
SP1)
l ThinApp Setup
Capture 4.6.1
l Symantec Wise
Composer with
Symantec
Workspace
Virtualization
Admin (Client) 6.1
l CBVMTools (supplied
with ChangeBASE).
IMPORTANT:
l Do not disable Internet Protocol Version 4 (TCP/IPv4) on any of the Virtual Machines.
l The VMware VIX library only allows connections to one type of provider per process. This means that you
can only configure ChangeBASE to use either Workstation- or Server-based Virtual Machines, not both.
ChangeBASE 6.3.1
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l If you are running ChangeBASE on a Machine that does not have VMware Workstation installed and you
want to connect to an ESX/vCenter server, or if you encounter errors connecting to ESX servers 5.1 and
above, download and install the VIX SDK (http://www.vmware.com/support/developer/vix-api/).
l The App-V 5.0 and 5.1 Sequencers require the prior installation of Microsoft.NET Framework 4.0 Full and
PowerShell 3.0. The latter is automatically installed with Windows 8 and Windows Server 2012.
Alternatively, you can download it from http://www.microsoft.com/engb/download/details.aspx?id=34595 or http://www.microsoft.com/enus/download/details.aspx?id=34595.
Recommended Configuration for Optimal

Performance
For optimal performance it is recommended that:
l Ifyou are using VMware Workstation (with shared VMs), you use 64-bit Windows for the host machine.
l If you are using 64-bit Windows for the SQL Server machine, you use 64-bit SQL Server.
If you are running below these recommendations, then you should consider increasing the Server
Timeoutsetting in Settings >Product > Database Options.
Space requirements for the database are 16 GB per 400 packages (40 GB per 1000).
NOTE: When large numbers (more than 2000) of packages are imported into ChangeBASE, you may
experience a degradation of import speeds. Over the course of time, the indexes on some tables can
become fragmented which has a negative impact on performance. In this situation, please refer to the
Dell Knowledge Base article 135255 for more details.
Best Practice Setup using Active Directory

The following procedure is recommended if your site uses a client/server environment and is able to take
advantage of the Active Directory (AD) service included in most Windows Server Operating Systems.
ChangeBASE 6.3.1
User Guide
19
Figure 2: Client/server set up
To set up using Active Directory

1. Assuming that SQL Server has already been installed centrally, create an ADgroup related to
ChangeBASE.
2. Create a user account (for example SVC_ChangeBASE) that will be used to connect to the ChangeBASE
service, and ensure that the password is set to never expire.
NOTE: This account will be prompted for when you select the ChangeBASE service during installation.
You will associate the account with the SQL Server dbcreator and sysadmin roles via the Login
Properties of the AD group at the step starting Set up SQL Security as follows:
3. Ensure that this SVC_ChangeBASE account has the Log on as a Service Right so that it can access the
ChangeBASE service.
a. To add the Log On as a Service Right to the account if it is on your local computer:
i. Select Control Panel > Administrative Tools > Local Security Policy.
ii. In the console tree, double-click Local Policies, and then click User Rights Assignment.
iii. In the details pane, double-click Log On as a Service.
iv. Click Add User or Group, and then add the account to the list of accounts that possess
the Log On as a Service Right.
ChangeBASE 6.3.1
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b. To add the Log On as a Service Right to the account if it is not on your local computer:
i. Select Start > Run, type mmc, and then click OK.
ii. Select File > Add/Remove Snap-in.
iii. In Add/Remove Snap-in, click Add, and then, in Add Standalone Snap-in, double-click
Group Policy Object Editor.
iv. In Group Policy Object, click Browse, move to the GPO (Group Policy Object) that you
want to modify, click OK, and then click Finish.
v. Click Close, and then click OK.
vi. In the console tree, click User Rights Assignment.
vii. In the details pane, double-click Log On as a Service.
viii. If the security setting has not yet been defined, select the Define these policy
settings check box.
ix. Click Add User or Group, and then add the account to the list of accounts that possess
the Log on as a Service Right.
4. Add this service account to the ChangeBASE AD group.
5. Add the machine account of the server hosting IIS (Internet Information Services) to the ChangeBASE AD
group. This server will be used for ChangeBASE Web reporting.
6. Set up a central reports directory that can be accessed by the IIS server, for example My Reports.
7. To set up the virtual reports directory on the server hosting IIS:
a. Open IIS.
b. Right-click on Sites and then Add Web Site.
c. Give your Site a name and set the Physical Path to the virtual directory that you created above.
Leave all other settings as default.
NOTE: If you receive a warning about port binding you should increment the Port until the
warning ceases.
d. Right-click on your Website and select Properties.
e. Share the virtual directory to allow ChangeBASE to export your reports. To do this, go to Sharing
and click Share.
NOTE: If you have specific report authors, then you can explicitly share with them, but, as a
minimum, you will need to add the account that will be used to connect to the ChangeBASE
service. If this account is already in a ChangeBASE Active Directory group, simply add this group
in place of Everyone in the above example.
f. Click on your Website, followed by Directory Browsing.
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g. Click on Enable.
NOTE: The final step will be to link the Physical Path (D:\My Reports) to ChangeBASE. This will be
done at the end of this Best Practice Setup, as the last part of the product setup.
8. Open SQL Server Management Studio and connect to the SQL Server instance.
TIP: If you want to know the name of the SQL Server instance, open the Services window and select SQL
Server. The instance name is given in brackets.
9. Set up SQL Security as follows:
a. Browse to Security >Logins.
b. Right-click Logins and select New Login.
c. Use Search to find the ChangeBASE group you created.
d. Once you have located the group, click OK.
e. Select Server Roles.
f. Check dbcreator and sysadmin.
g. Click OK.
10. Install ChangeBASE on the central server that is to run the ChangeBASE service. Install both the service
and client features.
11. Apply permissions to C:\ProgramData\ChangeBASE, as follows:
a. Open Windows Explorer.
b. Type C:\ProgramData\ChangeBASE into the address bar and press Return.
c. Select the Security Properties and click Edit.
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d. Click Add and add the ChangeBASE group.

e. Check Allow next to Modify to give the group Modify permissions on the folder.
f. Click OK.
12. Set up shares and permissions to each of the Package Sources that you are going to set up in
ChangeBASE, as follows:
a. Locate the Package Source.
b. Right-click on it and select Properties.
c. Move to the Sharing tab and select Advanced Sharing.
d. Check Share this folder.
e. Click Permissions.
f. Add the ChangeBASE group to the share permissions.
g. Check Allow next to Change.
h. Click OK to return to the Sharing tab.
i. Note the Network path.
j. Select the Security tab and click Edit.
k. Click Add and add the ChangeBASE group.
l. Check Allow next to Modify to give the group modify permissions on the folder.
m. Click OK. This may take some time to apply.
n. Repeat the process for the next package source or select to run ChangeBASE.
13. Proceed from Starting ChangeBASE. When it comes to the Package Source Type, select File System,
and when it comes to the Package Source, enter the first of the Package Source network paths that you
noted above. You will be able to enter any other paths once ChangeBASE is running.
14. Go to Reporting Settings and specify the Physical Path to the virtual reports directory (D:\My Reports
in the earlier example).
Pre-Installation Steps
1. Ensure that you have met all the system requirements.
2. ChangeBASE will verify that the user account under which you log onto the SQL Server instance is
associated with the SQL Server dbcreator and sysadmin roles (refer to Connecting to SQL Server), so
you need to ensure that the account is associated with these roles before starting to set up
ChangeBASE.
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If you are going to use Windows Authentication, then you can associate the logon with the dbcreator and
sysadmin roles via Server Roles in the SQL Server Login Properties. If you followed the Best Practice
Setup using Active Directory, then you will have associated this account with the necessary rights via
the ChangeBASE AD Group.
3. Ensure that the necessary shares have been created to the folder(s) containing the packages to be
imported (refer to Best Practice Setup using Active Directory).
4. If you are running SQL Server and ChangeBASE on separate machines, check the following:
l The SQL Server Browser service must be running, and set to Automatic on the machine where
SQL is installed.
l Both the SQL Browser service and SQL Server must be allowed through your firewall.
l The TCP/IP protocol must be enabled.
NOTE: Both "SQL Server Browser" and "TCP/IP" can be configured in SQL Server Configuration Manager:
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5. If you are going to be using Virtual Machines for Repackaging and/or Virtualization, ensure that you have
installed CBVMTools on them (refer to Virtual Machine Configuration).
6. If you are going to be importing Web data for assessment, having specified a browser platform, and wish
to first capture the data using the Web Capture utility, then install and use it in accordance with the
section on Web Capture.
7. Ensure that you have your Site's Dell License Key and Site Message.
Installation of SQL Server Reporting

Services
ChangeBASE allows you to utilize Microsoft SQL Server Reporting Services (SSRS) to view and modify reports. If
you are licensed to use Microsoft SSRS and want to take advantage of this capability you will need to ensure
that you have SSRS installed and configured for use by ChangeBASE. Instructions to this are below.
1. Install SQL Server Reporting Services using SQL Server Installation Centre. Ensure that the Reporting
Services Native is checked.
2. Click on the Reporting Services Configuration Manager link from your start bar.
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3. The following dialog will be displayed. Specify a report server instance.
4. Click the Connect button. You should see that the report server is running.
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3
Installing ChangeBASE

Local Installation
Local Installation
If you are installing all ChangeBASE components on the same machine, proceed as follows.
To install ChangeBASE
1. Run the ChangeBASE installation MSI (Local Administrative privileges are required), and click Next.
2. Accept the license agreement and click Next.
3. Ensure that both the ChangeBASE Client and ChangeBASE Service are set to Will be installed on
local hard drive, and, if required, install MSI Studio from the following location %Program
Files%\Dell\ChangeBASE\Resources\ or %Program Files (x86)%\Dell\ChangeBASE\Resources\ for 32bit machines.
If required, change the location of the installation as required, using the Browse button.
Then click Next.
4. Specify how you will be logging onto the ChangeBASE service and ener the service account credentials.
For a local installation, leave Run service as LocalSystem selected.
CAUTION: There is no facility within ChangeBASE to modify access to the service once setup is
complete. For example, if the service is started in LocalSystem, then all the files created in
ProgramData will be owned by LocalSystem, and all the individual file permissions would need to
be changed if access to the ChangeBASE service was subsequently modified to run under a network
account.
5. Click Next, and then Install.
6. Once installation is complete, click Finish.
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ChangeBASE Service Installation
To install the service
1. On the server where ChangeBASE service is to be hosted, run the ChangeBASE installation MSI (Local
Administrative privileges are required), and click Next.
3. Right-click the ChangeBASE Service to ensure it is set to Will be installed on local hard drive.
If required, change the location of the installation as required, using the Browse button.
Then click Next.
4. Specify how you will be logging onto the ChangeBASE service and enter the service account credentials.
You can leave Run service as LocalSystem selected if you are installing all ChangeBASE components
on the same machine. Otherwise, select Run service as: and enter the user Account and Password
for the particular account that you created for accessing the service. Refer to create a special user
account that will be used to connect to the ChangeBASE service, and ensure that the password is set
to never expire.
IMPORTANT: The account that you specify must have the Log on as a Service Right. Refer Best Practice
Setup using Active Directory to ensure that this SVC_ChangeBASE account has the Log on as a Service
Right so that it can access the ChangeBASE service. Therefore, if the account that you specify does not
have this Right, an appropriate warning will be displayed when you click Test Credentials in the above
dialog.
CAUTION: There is no facility within ChangeBASE to modify access to the service once setup is
complete. For example, if the service is started under one account, then all the files created in
ProgramData will be owned by that account, and all the individual file permissions would need to
be changed if access to the ChangeBASE service was subsequently modified to run under a
different account.
Client Installation
After installing the ChangeBASE service, proceed as follows for each client.
To install the client

1. Run the ChangeBASE installation MSI (Local Administrative privileges are required), and click Next.
3. Leave the ChangeBASE Client at the default Will be installed on local hard drive, and, if required,
install MSI Studio from the following location %Program Files%\Dell\ChangeBASE\Resources\ or
%Program Files (x86)%\Dell\ChangeBASE\Resources\ for 32-bit machines.
Then change the location of the installation as required, using the Browse button.
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Large database upgrades (in excess of 1000 applications), may take considerable time to upgrade, please be
aware of this and do not cancel the process.
NOTE: You do not need to uninstall previous versions before installing version 6.3.1.
To upgrade:
1. Before upgrading ChangeBASE take a backup of your database.
2. Download the Dell ChangeBASE MSI from Software Downloads available from
https://support.software.dell.com/changebase.
3. Shut down the client(s).
4. If the service is logged in as a user that is not LocalSystem and also not the same as the user performing
the installation, a password prompt dialog appears during the installation.
5. If the client and service are installed on the same machine, simply double-click the file and follow the
prompts. In a multi-user environment, the patch must be installed on the service first, and then
installed on each client in turn.
6. During installation of the patch on the service, you will be notified when the ChangeBASE service is
automatically stopped or started. When installation of the patch is complete, the ChangeBASE service
will be left running.
7. Following installation on the client(s), restart the client(s) and verify that the version number displayed
on the user interface is now 6.3.1 and also that you can see all your previously imported applications in
the Applications window. The Microsoft Patch Tuesday checks as well as the new and amended checks
will be displayed.
IMPORTANT: If the upgrade fails, for example if there are no previously imported applications showing in
the Applications window after the upgrade, follow the instructions in Contacting Dell. In any
communication with Support, be sure to attach all the log files in the directory
C:\ProgramData\ChangeBASE\Logs. You will then be supplied with an executable file and associated
instructions to enable you to complete the upgrade successfully.
Please Note: MSI Studio is now deployed as a separate installer and is no longer included as part of the
ChangeBASE Installer. Improvements have been made to the new version (for more details please see
the Release Notes). To upgrade MSI Studio:
1. Uninstall all existing MSI Studio instances via Add or Remove Programs.
2. When updating the version of MSI Studio on the same machine as the ChangeBASE client, ensure
that all instances of the client have been closed. If any are open, you must restart them. If you
do not do this, then the option to open an MSI with MSI Studio (from within ChangeBASE) will not
be available.
3. If you have set up virtual machines with MSI Studio for ChangeBASE conversions, you will need to
update those images.
a. Revert to an earlier snapshot in the guest VM (a snapshot that does not have MSI Studio
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installed).
b. Install the updated MSI Studio installer which is located in C:\Program
Files\Dell\ChangeBASE\Resources\MSIStudio on a 32-bit machine or C:\Program Files
(x86)\Dell\ChangeBASE\Resources\MSIStudio on a 64-bit machine.
c. Take a new snapshot.
d. Open Conversion settings in ChangeBASE and update the snapshot name if necessary.
4. If MSI Studio (as released with ChangeBASE V6.3.1) is installed on a Virtual Machine used for
repackaging, it will be necessary to update the path to MSI Studio in the ChangeBASE client:
settings as follows:
a. Open the ChangeBASE client.
b. Move to the Settings tab, and select Custom Conversion Technologies.
c. For each of the MSI Studio settings, update the Tools Path (in guest) value to the correct
path defined at MSI Studio installation time. For example, by default MSI Studio will
install to C:\Program Files\Dell\MSI Studio on a 32-bit machine.
d. Save the changes by clicking the Save icon.
CBVM Tools
CBVM Tools must be installed on all Virtual Machines used for ChangeBASE repackaging/conversions.
NOTE: If you are upgrading from ChangeBASE v.6.1 or earlier, you will need to upgrade your version of
CBVM Tools on each VM snapshot.
1. Locate to tools on the ChangeBASE server. They are found in C:\Program
Files\Dell\ChangeBASE\Resources\CB VM Tools.
2. For each VM Snapshot used by ChangeBASE you must revert the snapshot, and copy the CBVMTools
Setup.msi to the guest to install them.
You may need to restart the VM after installation.
3. Once installation is complete, re-snapshot the VM and give it the same name as the parent snapshot.
This will remove the need to update the ChangeBASE Settings.
If you do name it the same as the parent snapshot, you must delete the parent snapshot so there is only
one snapshot with that name.
Additional resources
Additional information is available from the user guides in the following locations:
l https://support.software.dell.com/changebase
l http://documents.software.dell.com/changebase
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4
Configuring ChangeBASE

Starting ChangeBASE
Database Setup
Platform Setup
Package Source Type
Package Source Name
Starting ChangeBASE
To start ChangeBASE
1. Select Dell > ChangeBASE > ChangeBASE from the Windows Start menu.
TIP: As a quick shortcut, in Windows 7, you can press the Windows key on your keyboard, and
then type "cha". Alternatively, in Windows 8 or Windows Server 2012, press the Windows key +
"Q", and then type "cha". The ChangeBASE shortcut will then appear directly under Programs.
2. If this is the first time that you have started ChangeBASE, then proceed from Connecting to the
ChangeBASE Service.
Otherwise, if you have more than one database, first select the one that you want to use. The currently
available databases appear in the drop-down menu at the top of the screen so that you can switch when
you need to.
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NOTE: Each time you switch, ChangeBASE needs to be shut down and restarted, which
ChangeBASE will offer to do for you.
IMPORTANT: All activity on the available databases in the drop-down menu is cumulative for the
specified license. This overall activity is shown in the License Usage widget in Dashboard.
To see further information on selected options within ChangeBASE, click the information icon
where available.

The first time that you start ChangeBASE, you will need to connect to the service.
To connect to the service

1. Enter the location of the ChangeBASE service in under Server address.
IMPORTANT: Do not preface the Server address with double slashes \\.
If you are using a remote server,specify the IP address or name of the machine on which the
ChangeBASE service was installed during Multi-User Installation. Otherwise, you can specify
localhost.
2. Click Connect to verify that ChangeBASE can connect to the service.
If this is successful and if the database has already been set up, you should be able to start using
ChangeBASE. Otherwise, go to Connecting to SQL Server.

ChangeBASE requires SQL Server for the storage of analysis results and report data. The SQL Server Address
screen allows you to specify, and log onto, the required SQL Server instance.
To connect to a SQLServer
1. Enter the SQL Server instance name in the Address field, in the following format: <server
address>\<your_instance> (for example sqlserver01\SQLEXPRESS, or
localhost\SQLEXPRESS).
TIP: If you want to know the name of the SQL Server instance, open the Services window and
select SQL Server. The instance name is given in brackets.
2. The default Port for SQL Server is 1433. The port does not need to be 1433, but 1433 is the official
Internet Assigned Number Authority (IANA) socket number for SQL Server.
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3. If SQL Server has been configured to use Windows security, select Windows Authentication. If SQL
Server has been configured to use SQL Security, select SQL Authentication and enter the SQL
Username and Password.
The user account under which you log onto the SQL Server instance needs to be associated with the SQL
Server dbcreator and sysadmin roles.
4. Once you have completed the required field(s), click Next to test the SQL Server connection.
5. If this is successful, go to Database Setup.
NOTE: You will be able to specify another SQL Server instance subsequently if you create a new
database via the New Database Tab under Settings. Refer to Database Settings.

A client installation can attach to any ChangeBASE server that has been registered to its home server. The
home server is defined as the first server which the client connects to. The combo box in the header bar lists
all repositories associated with the home server and, repositories associated with all registered servers.
To connect to a repository on another server, simply select it from the combo box. The client will restart with a
connection to the selected repository.

The application issue data for each repository registered to a home server is periodically consolidated into the
home servers reporting database. A manual consolidation can be initiated by clicking the Sync button. The
data from each local repository is consolidated first, followed by those for each registered server, in turn.
Database Setup
The SQL Server Database screen allows you to create a new database and associate it with a license.
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To setup a database
1. In the Create new database field, enter the name of the new database. The name must start with a
Unicode letter, _, @, or #; followed by one or more letters, numbers, @, $, #, or _. Avoid other special
characters and spaces.
2. In the Licensing section, either:
a. Select Use Eval License to use ChangeBASE for a 30-day evaluation period and import and
assess up to 10 packages. You will also be able to fix, repackage, virtualize, and report on, 5 of
these packages.
Or
b. Enter the License Key and then the Site Message, exactly as supplied by Dell.
3. Click Create to:
a. Verify, if you entered a License Key and Site Message, that the license information is valid.
And
b. Create the database. A progress screen is displayed while this is being created.
Once the database has been created or validated, the Platform Setup screen is displayed.
Troubleshooting - Licensing
The following potential problems are covered:
License Expiry
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License Expiry
If your license expires, you will see a message to this effect and you will no longer be able to import and assess,
fix, repackage, virtualize, or report on, applications.
This is most likely to happen after a proof of concept or evaluation where you are using an Evaluation License
that is only active for 30 days.
Once your license expires, you will need to contact changebase_sales_queries@dell.com to request a new
Commercial License, and then, once you have the new license details, go to License Settings.

If you see a message to the effect that you have used up the number of packages that you can import and
assess, fix, repackage, virtualize, or report on, within a particular database, then you will no longer be able to
carry out the associated operation (for example, if your license allows you to fix 500 packages, then, once you
have auto-fixed this number of packages, you cannot auto-fix any more under that particular license).
This is most likely to happen after a proof of concept or evaluation where you are using an Evaluation License
only allows you to import and assess up to 10 packages, and fix, repackage, virtualize, and report on, 5 of these.
If, prior to the license expiry date, you want to upgrade your license, contact changebase_sales_
queries@dell.com. You may want to do this in order to move from an Evaluation License to a Commercial
License. Alternatively, if you are already using a Commercial License, you may want to reset the numbers of
packages that you can import and assess, fix, repackage, virtualize, and report on, within the existing database.
Once you have the new license details, proceed as in License Settings.
NOTE: If you have more than one database on the existing license, then all the databases will be
transferred to the new license.
Platform Setup
The Platform Setup screen allows you to specify your target platform(s).
Each platform is made up of one or more assessment groups of compatibility checks (refer to Overview
of Checks), relating to its Operating System, Virtualization Technology, particular version of Office,
and/or Browser.
To setup a platform
1. For each of your target platforms (up to a maximum of eight), click New and then make the required
selections from the Operating System, Virtualization Technology and Office drop-downs, and, if you
are going to be importing Web data for assessment, from the Browser drop-down.
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2. As you make a selection from each drop-down, the name of the associated assessment group is added to
both the Name field and the relevant platform row at the top of the screen. You can amend the Name
field as required.
IMPORTANT: You are advised to edit the Name field as required, to keep it to a manageable
length. This is because, if you use it in the Fixing template (refer to Fixing Settings), it will form
part of the names of the generated Transform files (MSTs).
If you do not specify a Fixing template, then, by default, the Platform Number is appended to
the package name when the MSTs are generated. This is the number that indicates the order of
creation of the platforms, as opposed to their priorities.
3. You can amend the priorities of the platforms by using the Move Up and Move Down buttons on the
right. The platform at the top assumes the highest priority in the Dashboard, the Applications Details
screen (refer to Drilling Down into an Application), and the Checks Options.
4. To add a further platform, click New to create a row at the top of the screen, and then select each
required assessment group as before.
You can add up to eight Platforms. If you want to remove an unwanted one, use the Delete key
on the right.
5. Once you have defined the required platform(s), click Create to add the checks linked to the
assessment groups, into ChangeBASE.
NOTE: You will be able to create further platforms subsequently, using the Platform Settings under
Settings.
Determining Assessment Groups

As an example, answer the questions below about the target platform to which you are going to migrate - this
will determine which assessment groups to select.
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Table 6: Platform Setup Example

Question
Answer
ChangeBASE Assessment
Group Required
Operating System?
Windows 8 64-bit
Operating System >

Windows 8 64-bit
Windows Server 2008 64-bit

(inc. R2)
Operating System >

Windows Server 2008 64-bit
(inc. R2)
Browser?
Internet Explorer 10
Browser > Internet

Explorer 10
Office Package?
Microsoft Office 2013
Office > Microsoft Office

2013
Hosted Packages?
Yes, via Citrix XenApp
Virtualization
Technology > Citrix
XenApp - hosted and MS
RDS
No
No Virtualization
Technology assessment
group is required.
Virtual, via App-V 5.0
Virtualization
Technology > Microsoft
App-V 5.0
Suitable for direct import
No Virtualization
Technology Assessment
Group is required
Package Format?
Overview of Checks
Assessment groups contain checks (formerly known as 'plugins'), which provide automated assessment for a
specific technology. For example, the assessment group for Windows 8 64-bit contains checks that assess
packages for specific compatibility with Windows 8 64-bit.
A check is a group of codified rules that validate a package against a particular issue. ChangeBASE contains
thousands of rule sets which are grouped into checks of various categories. A check may contain several rule
sets, with the number varying according to the logic that goes into making up the particular check.
All the checks associated with the platforms that you selected in Platform Setup are available for selection in
the Checks Options, broken down by platform and then assessment group.
NOTE: The capability has been provided for you to write your own Custom Checks. Some existing checks
have been provided that you can clone, to save you having to write each new one from scratch.
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Example of Individual Check - Hard-Coded File References

Scan
Whether virtualizing, moving to a 64-bit Operating System, or upgrading from Windows XP to Windows 7, there
are paths that will have changed. For example:
l App-V packages are installed to Q:\ instead of C:\Program Files\.
l 32-bit software is installed to C:\Program Files(x86)\ instead of C:\Program Files\ on 64-bit Windows.
l Windows 7s user settings are stored in C:\Users\ instead of C:\Documents and Settings\on Windows XP.
A hard-coded reference to C:\Program Files\ on a 32-bit Operating System is unlikely to cause the associated
application to fail as the path remains valid, and so this is flagged as an Amber issue - refer to RAG Statuses.
However, ChangeBASE makes auto-fixing available just to make sure.
On the other hand, a hard-coded reference to C:\Program Files\ on a 64-bit Operating System is likely to cause
the associated application to fail as that path has changed for 32-bit applications, to C:\Program Files (x86)\.
Therefore, this is flagged as a Red issue. However, ChangeBASE can still auto-fix this automatically in many
cases, and, where it cannot, advise in the Next Steps tab that the hard-coded path be replaced with a
Windows Installer property.
Package Source Type

ChangeBASE has the ability to directly import native versions of the following packages.
l Microsoft Windows Installer: .MSI (including .MST if required)
l Microsoft App-V: .APPV, .SFT
l AppZero: .CAP and uncompressed VAA packages (see the note below)
l Radia: .XPI
NOTE: AppZero packages can be imported in their uncompressed and compressed forms. To import a
compressed package, the AppZero runtime must be installed on the server machine, so that
ChangeBASE can utilize the appzuncompress executable. ChangeBASE expects to find this file in
[ProgramFiles]AppZero. If the AppZero runtime is installed elsewhere, the location can be modified in
the Import section under the Product tab of the Settings screen.
When using the File System import method, the file extensions above will be automatically detected.
For applications that can be directly imported, you can choose either the File System, SCCM or CSV import
methods. File System imports are commonly used for these package types. For all other applications types
(e.g. EXE) you need to use the CSV import method.
The Package Source Type screen allows you to specify how you are going to import your packages.
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l To import packages from a folder, select File System and then Next, and go to Package Source.
IMPORTANT: If you are going to be importing legacy packages via SCCM or CSV, you will need to
set up a File System source first, into which the repackaged legacy applications will be copied
for loading back into ChangeBASE so that they can be assessed. Therefore, the SCCM and CSV
options will be grayed out until you have selected a File System source.
l To import packages via SCCM, you need to ensure that, following the creation of the above File System
source, you have set up the details of SCCM server access in Configuring New SCCM Server Access, and
that you have also set up the other SCCM Options. If so, click SCCM and then Next. You are then
prompted to select the SCCM server from a drop-down, following which you can proceed from Package
Source Name.
l To import packages via CSV, then, following the creation of the above File System source, click CSV
followed by Next, and go to CSV Import.
l To capture Web data for assessment against a particular browser platform, in accordance with the Web
Capture section, select Web Capture, followed by Next, and go to Package Source.
NOTE: You will be able to add further Package Sources subsequently via either the Import window
(refer to Import Options), or the Package Source Settings under Settings.
Package Source
The Package Source File Path screen allows you to specify the UNC path to a source, which can, for example,
be a network share containing applications or Web data to be assessed.
NOTE: If you subsequently add applications or Web data to the source, these will automatically be preloaded in the Import screen.
To specify the source location

1. Enter the required UNC path using the following syntax: \\server\share\file_path.
The server portion of the UNC name references the strings maintained by a network naming service
such as DNS or WINS. Server names are set by a system administrator. \\localhost can be used to
reference the local machine. For example, \\localhost\d$\Training locates a folder called
'Training' on the d:\ drive of the local machine.
The share portion of the UNC name references a label created by an administrator or, in some cases,
within the operating system. In most versions of Microsoft Windows, for example, the built-in share
name admin$ refers to the root directory of the operating system installation (usually C:\WINNT or
C:\WINDOWS). You will need to set up shares if accessing folders across a client/server setup.
The file_path portion of the UNC name references the local sub-directories beneath the share.
2. Click Next to provide the Package Source Name.
CSV Import
The CSV Setup screen allows you to specify the path to a CSV file, and indicate whether or not it has
a header row.
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To load a CSV
1. Ensure that your CSV file matches the format described in Creating a CSV File from the CSV Template.
2. Enter the CSV Path to the CSV file.
3. Click Load to bring up the file in a table.
4. Click Next to proceed to Package Source Name.
NOTE: If you subsequently update the loaded CSV file outside ChangeBASE, by for example adding extra
packages, then, provided that the associated Package Source is open in the Import Options, you can
click the Refresh button to load into that window the additional packages from the CSV file.
Creating a CSV File from the CSV Template

The CSV template is called BulkCSVImport.csv and is automatically installed with ChangeBASE, under
.\Resources\Bulk CSV Import\, for example in C:\Program Files (x86)\Dell\ChangeBASE\Resources\Bulk
CSV Import\.
It has a CSV file header row with the following fields. Complete the remaining rows with details of your
applications and save the file in the location to be given as the CSV Path in CSV Import.
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Table 7: CSV Fields

Name
Purpose
Executable File Name
Path to the file to be repackaged.

Example:
\\localhost\d$\Training\FileZilla_
3.7.3_win32-setup.exe
Command Line Arguments
Installation options or MST for application.

Examples:
/silent
TRANSFORMS="C:\ChangeBASE\Packages\MsiStore-2\AdbeRdr930_en_US\FIXES35.mst"
Support Files (Y/N)
N: Only the Executable Filename will be copied

to the Virtual Machine.
Y: All files and subfolders in the same folder as
the Executable Filename will be copied to the
Virtual Machine.
NOTE: This option only applies to
Repackaging.
AutoComplete (Y/N)
With this option checked, ChangeBASE will

attempt to click on the buttons on the
installation dialogs (Next, Finish, and so on) to
allow the installation to progress unattended.
NOTE: This option only applies to the
importing of legacy applications.
ProductName
Specifies the product name that will be

displayed in ChangeBASE.
ProductVersion
Specifies the product version that will be

displayed in ChangeBASE.
MSI Output Folder
This option is not relevant to the current version

of ChangeBASE.
Launch Application
Where VBScripts are imported, this field will

automatically be populated with WScript. This is
the script host for running VBScript on Windows.
Alternative script hosts (such as CScript) can be
specified if required.
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Name
Purpose
Manufacturer
Name of the manufacturer.

View
This option is not relevant to the current version

of ChangeBASE.
Package Source Name

The Package Source Name screen allows you to provide the Package Source with a meaningful name.
1. Enter a name in the Package Source Name field.
NOTE: If you are setting up a source that is being used to pre-load non-MSI files, typically a CSV
or SCCM source, then there is an additional prompt for you to select a File System Package
Source from a drop-down. This is the Source to which the repackaged MSIs are copied once they
have been repackaged, so that the applications can then be imported and assessed.
2. Once you have specified the package name, and additional source if required, then click Create to preload all the files in the source into the Import window.
IMPORTANT: Once non-MSI files are initially imported into the Applications window, they are shown as
gray in both this window and Dashboard to indicate that they are as yet unassessed.
They can now be selectively repackaged in the Applications window via Convert > Repackage, in order
to be given regular RAG statuses.

The Settings window provides all the required options to further configure ChangeBASE.
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Product Settings
This section covers the individual settings available under the Product tab.
Proxy Server
Database Options
User Access
Licensing Options
Import Settings
Duplicate Package
Fixing Settings
Reporting Settings
Proxy Server
If you need to allow ChangeBASE access to the internet through your companys proxy server, enter the details
here exactly as they are configured in your browser.
To set up a proxy
1. Check Use Proxy.
2. Check Bypass for Local Servers if you do not want the proxy server to be used when you connect to a
computer on the local network (this may speed up performance).
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3. If you wish to use automatic configuration based on Internet Explorer settings, check Auto Detect IE
Settings. However, if you do not wish this to override any manual settings, leave it unchecked.
4. In the Server Address field, enter the hostname or IP address of the proxy server, without the
http:// prefix.
5. In the Port Number field, type the port number that is used by the proxy server for client connections.
6. Enter the Username, Password and Domain as required.
7. If you are using a script for proxy access, check Use Automatic Config Script and enter the server
address of the script, for example http://corpserver/proxy.pac
8. Select Save.
Database Options
To configure database settings
1. Adjust the following as required:
Server Timeout (mins) is set to 30 minutes by default. However, if you have more than 5,000 packages,
or if you are running ChangeBASE on a system that does not meet the minimum hardware specifications,
it is recommended that you set the option to a significantly higher number of minutes to prevent any
timeout issues when running reports against large numbers of packages. Refer to Recommended
Configuration for Optimal Performance.
Connection Test Timeout (secs) is set to 20 seconds by default, but you might want to set this to a
higher figure in the event of any connection problems, in order to give ChangeBASE sufficient
opportunity to connect to the SQL Server database.
2. Select Save to preserve your changes.
User Access
To configure user access
1. If you do not wish to allow unregistered users (that is to say, users not set up for Roles via Manage Users
and Roles) to log onto the current database, then uncheck Allow unregistered users to log onto
ChangeBASE.
Otherwise, if you wish to allow it, you can check Give unregistered users read-only access to
ChangeBASE if you wish the unregistered users to simply have Read Only access.
NOTE: If you have more than one database (refer to Database Settings), then, if you opt to Allow
unregistered users to log onto ChangeBASE for the current database, but not for other databases,
then, when unregistered users log into ChangeBASE, they will only be able to see the current database.
Licensing Options
This screen allows you to set up the warning that informs ChangeBASE users about the product license expiry.
The warning can be shown at a set frequency or any time the application is opened.
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To configure the license expiry settings

1. Using the License Expiry check frequency drop-down, a user can set how often the license expiry date
is checked for all ChangeBASE users.
You can select one of the following options:
l When ChangeBASE is Started The license expiry date will be checked when the ChangeBASE
Client has just been opened.
l Daily One day after the last expiry check for the current user.
l Weekly One week after the last expiry check for the current user.
l Monthly One month after the last expiry check for the current user.
2. In the Advanced Time of Expiry Warning section, you can set the time in advance when the License
Expiry Warning will be shown. The notice period of the expiry can be set in Months, Weeks and Days.
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Import Settings
To control the way in which packages are imported
1. Select the following as required:
Option
Description
Auto-Select Single
Transforms
When MSI files are imported within folders, this option controls whether single
Transform files, which are in the same folders as the MSIs, are automatically
selected to be imported with the MSI. The default behavior is for them to be
selected.
Suppress
Transform
Validation
This option should be checked when importing generic standardization

Transforms that may not conform to Windows Installer Transform error and
validation handling.
Import and Assess

Concurrently
This option is checked by default to allow packages to be given a simultaneous

RAG assessment on import. Only uncheck this if you prefer to wait for your
imported packages to be assessed against the platforms you selected in
Platform Setup, until after all the applications have been imported (in this
event, packages appear unassessed - that is to say, gray - until after the end of
the current import process).
Maximum No.
Simultaneous
Imports
This option serves to cap the number of concurrent imports at the specified
value. It should be set to no more than the number of cores on the processor of
the machine on which the ChangeBASE service is running.
AppZero
decompression
utility
path/argument
Use this text box if you need to change the default location of the
appzuncompress executable.
Text File
Extensions to
Analyse
By default, ChangeBASE imports the following types of text files: XML, CONFIG,
BAT, CMD and VBS.
If your packages contain text files with other extensions, you can add them using
the Add button:
a. Click the Add button.
b. Specify a file extension in the empty field that appears below the Add
button and the extension will be added to the list box on the left.
c. To add one more file extension, click Add again.
d. To delete an extension, click on it in the list box and then click Delete.
e. Select Save to preserve your changes.
The maximum size of a text file that can be uploaded into the ChangeBASE
database is 20 KB. Be careful when defining the list of extensions because if the
imported packages contain a large number of text files this may cause excessive
database growth.
NOTE: Any changes that were made to the text file extensions will only
affect newly imported packages. Existing packages will not be affected.
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Duplicate Package
This screen allows you to prevent duplicate MSI packages from being imported based on the file name, and the
MSI properties shown.
A package will not be imported if all the values that are checked already match those of an existing package in
the database. For example, selecting the Product Name and Product Version values will prevent those
packages from being loaded for which both these values are the same as an existing package in the database.
To define what constitutes a duplicate

1. Select all those that apply.
NOTE: To prevent too many packages from being rejected on the grounds of duplication, it is
recommended that, as a minimum, you select the Product Code, Product Name and Product Version.
Fixing Settings
You can set up the template to be used for the creation of the automatically generated Transform files. For
example, if you select Platform Name, Manufacturer, and Filename, the template string is %P%m%f, and
Transforms with names such as Win Server 2008 x64 R2Apple Inc.QuickTime.mst will be generated.
To setup a template
1. Enter a name for the template.
NOTE: For meaningful MST names it is recommended that, as a minimum, the Platform Name is
included in the template (provided that it is not too long).
If you do not specify a template, then, by default, the Platform Number is appended to the
package name.
Reporting Settings
The Reporting option allows you to specify the format of your reports.
To specify report formats

1. Under Report Format, select the format in which you want your reports to be output from the
drop down list.
2. For the output paths, select from:
Virtual Directory Path. This is the path (in UNC format)to which the reports generated via the
Upload button on the far right of the Reporting toolbar will be output. This path is intended to be
shared on a server hosting IIS. If you intend to set this up as part of the Active Directory (AD) service,
refer to Best Practice Setup using Active Directory. Otherwise, refer to Virtual Directory Setup.
Export Path. This is the path (in UNC format) to which your ad hoc Application Compatibility Reports,
generated via the Applications window, will be written. If you wish other Packagers to be able to view
these reports, ensure that the specified directory is a central directory that has been shared with the
required users.
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Virtual Directory Setup

To use a virtual directory
1. Set up a central reports directory that can be accessed by the IIS server, for example My Reports.
2. In the Virtual Directory Path in Settings >Product > Reporting, specify the UNCpath to this
central directory.
To set up the virtual reports directory on the server hosting IIS

1. Open IIS.
2. Right-click on Sites and then Add Web Site.
3. Give your Site a name and set the Physical Path to the virtual directory that you created above. Leave
all other settings as default.
NOTE: If you receive a warning about port binding you should increment the Port until the
warning ceases.
4. Right-click on your Website and select Properties.
5. Share the virtual directory to allow ChangeBASE to export your reports. To do this, go to Sharing and
click Share.
NOTE: If you have specific report authors, then you can explicitly share with them, but, as a
minimum, you will need to add the account that will be used to connect to the ChangeBASE
service. If this account is already in a ChangeBASE Active Directory group, simply add this group
in place of Everyone in the above example.
6. Click on your Website, followed by Directory Browsing.
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7. Click on Enable.
Conversion Settings
This section covers the individual settings available under the Conversion tab.
Hypervisor Setup
Repackaging Options
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Hypervisor Setup
To set up each Hypervisors (up to a maximum of 5)
1. Click New.
2. From the Hypervisor drop-down, make the required selection from Hyper-V, VMware Server (for
VMware ESX), or VMware Workstation (Shared VMs).
IMPORTANT: If you are using VMware Workstation (Shared VMs), then, as the name implies, all Virtual
Machines have to be shared. This means that remote users can use their VMware Workstation to access
shared virtual machines which are running on the same machine as the ChangeBASE service. Refer to
Sharing Virtual Machines on VMware Workstation.
3. In the Server IPfield, enter the server name, or, if you are running VMware Workstation or VMware
Server in Shared Mode, enter the IP address (as opposed to the name)of the machine running VMware
Workstation or VMware Server.
IMPORTANT: If you changed the TCP port that VMware Workstation or VMware Server uses for the
shared Virtual Machines, then be sure to add this after the IP address (for example, add :123, where
this is the port number). Refer to Sharing Virtual Machines on VMware Workstation.
4. Enter your server Username and Password.
5. Click Test Connection to verify that you can connect to the Hypervisor.
7. Repeat the procedure as required to set up further Hypervisors.
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Sharing Virtual Machines on VMware Workstation

To share a Virtual Machine
1. Run VMware Workstation as Administrator.
2. Power off the Virtual Machine that you wish to share.
3. Ensure that Virtual Machine sharing is enabled and running. By default, Virtual Machine sharing is via
the 443 (https) port, and so your computer firewall or any other firewall/anti-virus programs should
allow incoming https (443) port traffic.
NOTE: You can change the above port by modifying the Shared VMs Workstation Preferences.
NOTE: If this is the first Virtual Machine that you are sharing on the VMware Workstation Server, you
will need to specify or browse to the Shared VMs location.
4. Right-click on the Virtual Machine that you would like to share and select Manage > Share to initiate the
Share Virtual Machine Wizard.
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Accept the default of Move the virtual machine if you want to move the original Virtual Machine to the
Shared VMs location, so that you no longer have the separate, original version of the Virtual Machine.
Alternatively, select Make a full clone of the virtual machine if you want to move a clone of the
original Virtual Machine to the Shared VMs location, so that you still retain the separate, original
version of the Virtual Machine.
If you make a clone, then you will need to create a new snapshot, as the original snapshots
are not cloned.
IMPORTANT: When a Virtual Machine is shared, then all the associated files will be moved from the
original location to the VM Shared Library location. Therefore, you need to ensure that this latter
location has sufficient disk space to accommodate the shared Virtual Machine.
5. The shared Virtual Machine appears under the Shared VMs directory in VMware Workstation.
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IMPORTANT: If the ChangeBASE service and VMware Workstation are running on different machines,
then the network connection for the shared Virtual Machines needs to be Bridged.

To set up each Virtual Machine
1. Click New.
2. From the Hypervisors drop-down, select the required Hypervisor from those created in
Hypervisor Setup.
3. From the Virtual Machines drop-down, select the required available Virtual Machine from those set up
on the Hypervisor.
IMPORTANT: If you are using VMware Workstation (Shared VMs) as your Hypervisor, then any selected
Virtual Machine has to be shared. Refer to Sharing Virtual Machines on VMware Workstation. You
should also ensure that, if you are going to be using your Virtual Machine for Repackaging, it is
connected to VMware using either a Work or Home network, as the Public setting is too secure to allow
Repackaging.
4. Enter the Virtual Machine's Username and Password.
5. Select the Virtual Machine's Operating System.
6. Select the Virtual Machine's Architecture.
NOTE: Any Virtual Machines that are to be used for Repackaging within ChangeBASE must be either
Windows XP or Windows 7 32-bit (x86). Virtual Machines used for Virtualization can be either 32-bit or 64bit.
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7. Under List of defined snapshots, click New.

8. From the Conversion Technology drop-down, select Repackaging if the Virtual Machine is going to be
used to repackage legacy installers, or else the relevant Virtualization technology if the Virtual
Machine is going to be used to virtualize applications.
NOTE: Citrix XenApp is not yet available in ChangeBASE.
9. From the Snapshot drop-down, select the snapshot on the Virtual Machine that is to be used during the
Repackaging or Virtualization.
10. The Settings at the bottom of the screen are dependent on the Conversion Technology selected.
The Repackaging Settings are as follows:
l Working Path.EntertheUNCpathtothefolderforoutputfromtheVirtualMachine.
l Power off VM.OnlycheckthisoptionifyouwanttheVirtualMachinetobeautomaticallypoweredofffollowing
Repackaging.
l System Folder.Thisallowsyoutospecifyanon-standardpathtotheWindowssystemfolder.Thisfieldcanbeleft
emptyiftheVirtualMachinessystemfolderisalreadythedefaultofC:\Windows\System32.
l File Monitor Path.ThisisthefolderontheVirtualMachinewherethefilemonitorwillbeinstalled.Ensurethat
ChangeBASEhaspermissionstothisfolder.Ifthisfieldisleftempty,itwillusethedefaultpathofC:\Program
Files\File Monitor.
The Microsoft App-V 4.6 SP1 Settings are as follows:

l Mount Point.Youneedtosetthemountpointtotherelevantdriveletter.
Virtualization.
l Manual Config. Enabled.Onlycheckthisifyouwanttoenteryourowntimeoutvalue.
l Detect MSI Installer.Ifthisoptionischecked,thenthepublicpropertyintheMSIthatoverridesthedefaultinstall
pathforthepackageisdetected.Iftheoptionisnotchecked,thenthepackagewillinstallintoitsdefaultlocation.
l Feature Block 1.EnablesthecreationofFeatureBlock1duringVirtualization.Allpackageshortcutsarelaunched
duringthecreationofFeatureBlock1.
l Manual Feature Block 1.Bydefault,allcapturedapplicationsarelaunchedifFeatureBlock1captureisenabled
viatheprevioussetting.Thisoptionallowsyoutomanuallylaunchjusttheapplicationsthattheyrequire,insteadof
launchingalltheapplications.YoumusthaveaccesstotheVirtualMachinetobeabletousethisfeature.
l Override Server Address.Theprotocol,hostnameandportcanallbeoverriddenifrequired.
l Enforce Security Descriptors.Use default:UsesthesettingfromthesequencerontheVirtualMachine.Yes:
TurnsonEnforceSecurityDescriptors.No:TurnsoffEnforceSecurityDescriptors.
l Generate MSI Packages.Use default:UsesthesettingfromthesequencerontheVirtualMachine.Yes:Turnson
GenerateMSIPackages.No:TurnsoffGenerateMSIPackages.
l Compress Package.Use default:UsesthesettingfromthesequencerontheVirtualMachine.Yes:Turnson
PackageCompression.No:TurnsoffPackageCompression.
l Override Target Operating Systems.Onlycheckthisifyouwishtheconversionsettingstooverridethoseofthe
targetOperatingSystemsthatyoucheckbelowtheoption.
The Microsoft App-V 5.0 SP1 and SP2 Settings are as follows:
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l Primary Virtual Application Directory.SettheprimarydirectoryontheVirtualMachineforthevirtual
applications.
Virtualization.
The Microsoft App-V 5.0 SP3 and App-V 5.1 Settings are as follows:
l Working Path.EntertheUNCpathtothefolderforoutputfromtheVirtualMachine..
Virtualization.
The Symantec Workstation Virtualization Settings are as follows:

Virtualization.
The VMware ThinApp Settings are as follows:

Virtualization.
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l Create MSI Installer.Ifthisoptionischecked,thenanMSIfilewillbecreated,whichyoucanthenusetocopythe

virtualizedapplicationtothesystem.Usethisifyouintendtohavetheapplicationrunningfromwithinthevirtual
desktop'svirtualdisk.
11. The Naming Standards tab at the bottom of the screen allows you to determine how the converted
applications are named. Click Apply Naming Standards and set up the required template. For example,
if you select Manufacturer, and Filename, the template string is %m%f, and applications with names
such as Apple Inc.QuickTime.msi will be generated.
13. If you need to create further snapshots, for example if you are using the Virtual Machine for both
Repackaging and Virtualization, repeat from Under List of defined snapshots, click New. Otherwise,
repeat the entire procedure as required to set up further Virtual Machines.
Repackaging Options
To set up the default Operating System and Architecture for use in repackaging via the specified
Virtual Machines
1. For Repackaging within ChangeBASE, you can select either Windows XP or Windows 7 from the
Operating System drop-down.
If you use MSI Studio for repackaging, you can choose any of the following operating systems from the
drop-down list:
l Windows XP
l Windows 7
l Windows 8
l Windows 8.1
l Windows 10
l Windows Server 2003 R2
2. From the Architecture drop-down, select either 32-bit or 64-bit.
To set up the default settings for use in Virtualization via the specified Virtual Machines
1. From the Technology drop-down, select the required Virtualization technology.
NOTE: Citrix XenApp is not yet available in ChangeBASE.
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2. From the Operating System drop-down, select one of the following operating systems:
l Windows XP
l Windows 7
l Windows 8
l Windows 8.1
l Windows 10
The above list of operating systems is also available under the Setup tab on the Convert screen.
3. From the Architecture drop-down, select either 32-bit or 64-bit.
4. Enter the default Arguments to use when installing the package, for example /S for silent installation.
5. If you wish to specify a default Hypervisor and Virtual Machine, check Specify Hypervisor & VM and
move to the next step. Otherwise, select Save.
6. From the Specific Hypervisor drop-down, select the default Hypervisor to be used.
7. From the Specific VM drop-down of all Virtual Machines that match the previous selections, pick
the default.
Integration Tab
This sub-section covers the individual Settings options under the Integration tab.
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SCCM Options

This screen allows you to define access to an SCCM (System Center Configuration Manager) server from which
applications can be imported.
To define a new server

1. Click New.
2. From the SCCM Access Type drop-down, select either Database, if connecting directly to the SCCM
database, or else WMI (Windows Management Instrumentation)
NOTE: In the case of WMI, the Server Name is the name of the SCCM server, and the Database Name is
the SCCM Database name as shown in SCCM. The SCCM credentials are also required. In the case of
direct Microsoft SQL Server database access, if your Database Server is different from the SCCM Server,
or has a non-default instance, you can enter the database server/instance of the SQL server in the
Database Server field. For direct database access, you can use either SQL User Credentials
(Username/Password) or else Windows Integrated Security.
3. Enter the SCCM Server Name.
4. Enter the Database Name.
5. If you selected an SCCM Access Type of Database, select either User Credentials or Integrated Security
from the Security Type drop-down.
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6. Unless you are using Windows Integrated Security with an SCCM Access Type of Database, enter the
required Username and Password.
7. Click Test Connection to verify that the SCCM server can be accessed.
8. Click Save once verification is complete.
SCCM Options
This screen allows you to determine how the SCCM applications will be imported from the SCCM server.
NOTE: ChangeBASE is compatible with SCCM 2007, and with SCCM 2012 for basic package/program
support.
To define the options

1. If you want to back up the SCCM source files prior to import into ChangeBASE, ensure that the Copy
Package source before import box is checked, and that you have entered the UNC path to the source
in the Package source path field.
2. If you want to allow the import of non-MSI package types, from SCCM - that is to say, if you wish to import
files for Repackaging - ensure that Allow import of non-MSI package types from SCCM is checked.
3. If you want the SCCM server to be scanned more or less frequently than every hour, then set the SCCM
Scan interval (minutes) as appropriate.
4. The Application Name Mask tab allows you to set up the template for the application names in
ChangeBASE. For example, if you select Manufacturer, and Package Source, the template string is
%m%p, and applications names such as Apple Inc.c:\package\QMX000001 will be generated.
5. The Application Reporting Group Mask tab allows you to set up the template for the application names
when used in reporting groups. Refer to Creating Application Hierarchies.
6. If you are going to be Repackaging and require that capture requires the minimum of manual
intervention, then, assuming that Allow import of non-MSI package types from SCCM is checked,
ensure that the Use Auto Clicker for Repackaging option is left set as Yes. With this option checked,
ChangeBASE will attempt to click on the buttons on the installation dialogs (Next, Finish, etc.) to allow
the Repackaging to progress unattended. However, if you are going to be using the /Silent command
line, or where a custom installation is required (that is to say, where non-default options need to be
selected during the installation), set Use Auto Clicker for Repackaging to No.
License Settings
The License tab under Settings allows you to register new license details. This resets the numbers of packages
that you can import and assess, fix, repackage, virtualize, and report on.
The exact wording on the tab depends on whether your existing license is an Evaluation License or a
Commercial License, and whether or not it has already expired.
To license the product

l Enter the License Key and Site Message exactly as supplied by Dell, and the click the Upgrade button
to validate the license details.
NOTE: If you have more than one database on the existing license, then all the databases will be
transferred to the new license.
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Database Settings
The Database screen allows you to set up a new database and associate it with an existing license.
You first need to specify, and log onto, the required SQL Server instance.
To create a new database

1. Enter the SQL Server instance name in the Address field, in the following format: <server
address>\<your_instance> (for example sqlserver01\SQLEXPRESS, or
localhost\SQLEXPRESS).
TIP: If you want to know the name of the SQL Server instance, open the Services window and
select SQL Server. The instance name is given in brackets.
2. The default Port for SQL Server is 1433. The port does not need to be 1433, but 1433 is the official
Internet Assigned Number Authority (IANA) socket number for SQL Server.
3. If SQL Server has been configured to use Windows security, select Windows Authentication. If SQL
Server has been configured to use SQL Security, select SQL Authentication and enter the SQL
Username and Password.
4. The user account under which you log onto the SQL Server instance needs to be associated with the SQL
Server dbcreator and sysadmin roles.
5. Once you have completed the required field(s), click Next to test the SQL Server connection.
If this is successful, the Database Setup screen is displayed.
6. In the Create new database field, enter the name of the new database. The name must start with a
Unicode letter, _, @, or #; followed by one or more letters, numbers, @, $, #, or _. Avoid other special
characters and spaces.
7. In the Licensing section, either:
a. Select Use Eval License to use ChangeBASE for a 30-day evaluation period and import and
assess up to 10 packages. You will also be able to fix, repackage, virtualize, and report on, 5 of
these packages.
Or
b. Enter the License Key and then the Site Message, exactly as supplied by Dell.
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8. Click Create to:

a. Verify, if you entered a License Key and Site Message, that the license information is valid.
And
b. Create the database. A progress screen is displayed while this is being created.
You are now asked whether you wish to switch to the new database. If you opt to do this, ChangeBASE
needs to be shut down and restarted, which, following your confirmation, ChangeBASE attempts to do
for you. Following the restart, proceed from Platform Setup.
The currently available databases appear in the drop-down menu at the top of the screen so that you
can switch when you need to. Each time you switch, ChangeBASE needs to be shut down and restarted,
which ChangeBASE will offer to do for you.
IMPORTANT: All activity on the available databases in the drop-down menu is cumulative for the
specified license. This overall activity is shown in the License Usage widget in Dashboard.
Server Settings
Servers can be registered from the Servers tab on the Settings screen. There is no restriction on the number of
servers that may be registered, but in order to connect to them, they must be running the same version of the
software as the home server.
To register a new server, click the New button. Enter the address or name of the server hosting the
ChangeBASE service that is to be registered. Enter the display name of the server.
Click the Test button to check that a connection to the server can be established.
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If a connection is made successfully then the list of repositories that exist on the server are displayed.
Servers can be removed using the Delete button. Highlight the server definition that is to be deleted, and
click the button.
The server list will display the latest status of the server. I.e. whether a connection could be made, and a
comparison of versions. To refresh this status, click the Refresh button.
Platform Settings
The Platform tab allows you to add to the platforms that you originally specified in Platform Setup. You can
have up to a maximum of eight platforms.
To add a platform
1. Click New to create a new platform, and then make the required selections from the Operating System,
Virtualization Technology, Browser and Office drop-downs.
As you make a selection from each drop-down, the name of the associated assessment group is added to
both the Name field and the relevant platform row at the top of the screen. You can amend the Name
field as required.
IMPORTANT: You are advised to edit the Name field as required, to keep it to a manageble
length. This is because, if you use it in the Fixing template (refer to Fixing Settings), it will form
part of the names of the generated Transform files (MSTs).
If you do not specify a Fixing template, then, by default, the Platform Number is appended to
the package name when the MSTs are generated. This is the number that indicates the order of
creation of the platforms, as opposed to their priorities.
You can amend the priorities of the platforms by using the Move Up and Move Down buttons on the
right. The platform at the top assumes the highest priority in the Dashboard, the Applications Details
screen (refer to Drilling Down into an Application), and the Checks Options.
IMPORTANT: Because the associated checks will have already been created, you cannot modify
or remove any of the platforms that you originally selected using Platform Setup.
2. Once you have defined the required platform(s), click Create to add the supplementary checks defined
by the new assessment group(s), into ChangeBASE.
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Package Source Settings

The Package Source tab allows you to specify additional sources for the import of packages.
To import packages
l To import packages from a folder, select File System and then Next, and go to Package Source.
IMPORTANT: If you are going to be importing legacy packages via SCCM or CSV, you will need to
set up a File System source first, into which the repackaged legacy applications will be copied
for loading back into ChangeBASE so that they can be assessed. Therefore, the SCCM and CSV
options will be grayed out until you have selected a File System source.
l To import packages via SCCM, you need to ensure that, following the creation of the above File System
source, you have set up the details of SCCM server access in Configuring New SCCM Server Access, and
that you have also set up the other SCCM Options. If so, click SCCM and then Next. You are then
prompted to select the SCCM server from a drop-down, following which you can proceed from Package
Source Name.
l To import packages via CSV, then, following the creation of the above File System source, click CSV
followed by Next, and go to CSV Import.
l To capture Web data for assessment against a particular browser platform, in accordance with the Web
Capture section, select Web Capture, followed by Next, and go to Package Source.

Each user is associated with a role by default, for example Super User, Manager or Packager, that determines
his or her initial permissions.
The Roles screen allows a system administrator to administer these roles, for example to create and modify
roles as required, to change an existing user's role, and to specify the default role for new users. It also allows
the administrator to set up new users.
1. Under the User Management tab, select the required user(s).
2. Select or deselect Admin as required, depending on whether the user(s) is also to act as an
administrator.
3. Select or deselect Read Only as required, depending on whether or not the user(s) is to have Read
Only access.
4. Select User > Move Selected User to Role.. and choose the required role.
6. Select the tab associated with the role to which the user(s) has been moved, and check and uncheck
the individual permissions for that role, as required. Click Revert if you need to go back to the role's
default permissions.
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To create a new role

1. Either:
a. Select Role > New to create a new role with no existing permissions.
Or
b. Under one of the existing Role tabs, highlight an existing role and select Role >Clone to create
a new role that, by default, has the permissions of this existing role.
2. Enter an appropriate Name for the role.
3. Enter an appropriate Description for the role.
4. From the Initial Dashboard Layout drop-down, select the role that determines which features the
users associated with the new role will see on theDashboard, for example Manager or Packager.
Alternatively, select None if access to the Dashboard is not appropriate for the new role.
5. Check and uncheck the individual permissions for the new role, as required.
One of the roles is selected as the default role for any new users that are created.
To change this default role for subsequent users

1. Select the tab associated with the role that is to be used as the default role from now on.
2. Check Is Default Role for New Users.
To create a new user

1. Go to the User Management tab.
2. Select User > New.
3. Enter the user details, and, if required, change the role to which the user is assigned by default.
4. Select or deselect Admin as required, depending on whether the user(s) is also to act as an
administrator.
5. Select or deselect Read Only as required, depending on whether or not the user(s) is to have Read
Only access.
6. Click Save.

Creating links to external data sources allows you to expand your application assessment to include
information on how the applications are being used (such as the number of users per application, the
frequency of their access, whether there is a duplication of users or products, the last time the application
was accessed, and so on).
Once the link has been created, it will be maintained and refreshed to ensure that the most up-to-date data is
used within custom checks and for reports. For example, you may want to create a custom check that looks for
applications that have not been accessed for a considerable amount of time as this may indicate they are no
longer required. Tapping into external data gives you insights to help plan for migration projects.
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The External window allows you to access the data stored by an external application assessment tool and
create links to the applications currently being assessed by ChangeBASE. As long as the data is stored within a
SQLdatabase or available from an .csv file, it can be linked to packages.
To create a link to external data

1. Enter a name for the external data link file.
2. From the Data Source tab, select whether you want to import the data from a SQLserver database or
from an .CSVfile.
a. If you select SQLserver:
i. Enter the name of the SQLserver that you want to connect to.
ii. Enter the database that contains the external data.
iii. Port 1433 is used by default, but if required enter another port.
iv. Select the required authentication and credentials.
v. Click Test Connectivity to ensure you can access the database.
b. If you select CSV:
i. Enter the file name and select Test Availabilityy to ensure you can access the data. The
filename must be entered as a unc path, and must be accessible to the service account.
3. From the Query tab, enter a SQLquery to return the information required to match packages to the
external data source.
4. Save your changes.
5. Click Refresh to execute the query.
The external data sources and the available content will be listed on the right side of the screen.
6. From the Fields tab, define the data that you want to use to match the external data to the equivalent
in ChangeBASE.Select the fields that you want to import into your ChangeBASE database.
7. From the Matching tab, select one or more fields to configure how you want the external data to match
the packages stored in ChangeBASE. Select a field from the ChangeBASE database, along with a
corresponding field from the external source. Associate a weighting to this match. Add further field
pairs, as appropriate. ChangeBASE will attempt to match the defined pairs. The sum of the matching
weightings must equal or exceed the specified threshold.
a. Select the threshold at which a match must meet or exceed to have the link created from the
drop-down list.
NOTE: You have the option of configuring the match criteria either through the Designer
or through a PowerShell script. We will assume the use of the Designer for this
procedure.
b. Click Add to select the match criteria for the ChangeBASE field to its equivalent in the external
data source. (Click in the columns to enable the field selection.)
c. Select whether case should be considered and provide the weight associated with each match.
d. Click Test to evaluate your selection.
e. Add and remove match criteria as required.
8. Once you are satisfied with the selections select the Enabled option, and click Link to store the
external data and links in ChangeBASE and make the information visible for all users.
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9. You can ensure that you are working with up-to-date data by configuring a periodic refresh of the data
links through the Refresh Period option. As well, you can configure the it to occur at a convenient time
through the Preferred Execution Time option.
Once the configuration is complete and the data links are established, you can make use of the data through:
l The Applications window where you can select to view and export the information linked to your
existing packages. For details, see For more information, see Applications Options on page 76.
To add the external data fields, simply select the required field from those available in the
Column chooser.
l The Reporting window where you can select to create a custom report that includes the external data.
For more information, see Reporting on page 122.
l The Check window where you can select to create a custom check to view the issues that have been
generated following import. For more information, see Checks Options on page 97.
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5
Importing Pre-Loaded Files into
ChangeBASE
When you are ready to import some pre-loaded applications from the Import window, into ChangeBASE,
proceed as follows:
1. Select the tab for the required source.
2. In the Status column, check the applications that are to be imported. You can hold down the [Shift] or
[Ctrl] key in order to highlight multiple items, and then press the space bar to select and deselect the
highlighted items.
NOTE: If required, you can right-click on the arrow to the right of Select, to do one of the
following:select All packages simultaneously , select None simultaneously, or Invert your current
selections.
Figure 3: Package Selection Filter

3. Once the required applications are selected, click Import.
Whenever an application is imported, then, if it is in a format that can be imported directly into ChangeBASE, it
is automatically assessed against all the checks in the assessment groups that you selected via Platform Setup
and the Platform Settings.
Legacy application files that were imported in accordance with CSV Import appear directly in the Applications
window and are given a grey, unassessed RAG status until they have been repackaged and re-imported - they
are then assessed automatically and given a regular RAG status.
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Figure 4: The Pre-Loading of MSIs and Legacy Applications

NOTE: If the appropriate SCCM Options are set, then legacy application files are imported directly from
the SCCM database into the Import window. Once imported, they are given a grey, unassessed RAG
status in the Applications window.
You will see progress bars in the Progress column, and a spinning
icon in the Status column, while the
applications are being imported, and then a tick symbol against each successfully imported application.
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Figure 5: Imported Packages

If any import warnings were generated, then the severity is indicated in the Import Warnings column. The log
file can then be exported as required.
To manage the imported applications, go to the Applications window (refer to Creating Application
Dependencies).
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6
Import Options
The Import window allows you to see which files, including Transforms, have been pre-loaded from the various
Package Sources, and to import them selectively into ChangeBASE.
Any File System Package Source is simultaneously updated as new packages are added to it.
Figure 6: The Import Window showing a Partially Imported File System Source
A
in the Import window indicates that a package has previously been imported, with any import issues
shown in the right hand Severity panel.
NOTE: If you have a CSV Package Source, you can, if required, keep using the same source, by updating
the CSV file that is associated with it (the file's path is shown at the bottom of the ChangeBASE screen),
by for example adding extra packages. Provided that the associated Package Source is open in the
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Import window, you can click the Refresh button that now appears in the window, to load the additional
packages from the CSV file.
If a file has been deleted from a CSV Package Source in the Import window, but not from the CSV file, it
will be re-imported from the CSV file during a Refresh.
To import pre-loaded packages into ChangeBASE

1. From the Import window, select the tab for the required source.
2. In the Status column, check the packages to be imported. You can hold down the [Shift] or [Ctrl] key
in order to highlight multiple items, and then press the space bar to select and deselect the
highlighted items.
3. Once the required packages are selected, click Import at the top of the screen.
You will see progress bars in the Progress column, and a spinning
the packages are being imported, and then a
icon in the Status column, while
against each successfully imported package.
4. If any import warnings were generated, then the severity is indicated in the Import Warnings column.
To export the log of import issues for a particular application, to a text file, highlight the ticked
application and click Export Log at the top of the screen.
5. To delete an item that has yet to be imported, select it and then click Delete at the top of the screen.
6. If required, you can right-click on the arrow to the right of Select, to do one of the following:select All
packages simultaneously, select None simultaneously, or Invert your current selections.
7. If you wish to filter packages by Status, click the pin in the Status column, and select from the following:
If, for example, only

is selected, then only the imported packages are displayed, as shown by the
filter at the bottom of the screen:
The available Status numbers are:

l
None=0
Deleted=1
Queued=2
Loading=3
Loaded=4
LoadFailed=5
LoadedNotAssessed=6
So, for example, to remove any unsuccessful jobs from the window, set Status to Does not equal 5, using
the instructions below.
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You can also filter the items by right-clicking on any column header and selecting Filter Editor. This
allows you to enter queries that determine which items are displayed.
If you want to amend the search criteria, click
on the right of the bottom row, to bring up the Filter
Editor. To clear the filter, click the adjacent cross
Figure 7: Filter Editor
NOTE: You can access the same screen by selecting Filter Editor from the right-click menu for
any of the column headers.
Figure 8: Column Context Menu
The Filter Editor allows you to define exactly what you want to be displayed. Click
to display new
rows, and then click on the colored hyperlinks to make your selections within those rows. Click Apply to
keep your selections while keeping the dialog open, or OK to keep your selections and close the dialog.
To sort the items by a particular column, click the column header, and then again to reverse the order.
Alternatively, right-click in the column header and select Sort Ascending and Sort Descending
as required.
NOTE: The filters are refreshed during pre-loading and import so that all relevant new activity is
displayed.
If you want to search for a particular item, right-click on a header and select Show Search Panel. A search box
appears above the display.
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If you now want to load some more files from another source, either click the empty tab immediately to
the right of the current Package Source, or go to Package Source Settings under the Configuring
Required Settings, in order to display the Package Source Type screen. Proceed in accordance with
Package Source Settings.
To manage the imported applications, go to the Applications Options.
Troubleshooting - Packages fail to Import

Symptoms: The
is displayed when you attempt to import a package.
Figure 9: Severity/Time/Text Table for Package that has Failed to Import
The most basic reason for a failure to import is that you may have exceeded your licensed number of packages.
If you have received an error message to this effect, proceed according to the instructions shown in Unlicensed
Number of Packages. Otherwise, there are various other checks that you can carry out:
l Are Security settings preventing package import? Verify in Roles (refer to Manage Users and Roles)
that your user role has permission for Import from File System.
l Click Export Log at the top of the screen (to send the log to a text file), or, having highlighted the
required error in the Import window, open up the Severity/Time/Text table on the right of the
window. Go to the point at which the package failed to load and trace back the previous steps to
establish the cause.
l Is it a duplicate? This information is stored in the log file. Refer to Duplicate Package.
l Verify that the application installs on your current version of Windows.
l Verify that the application has access to its required files, for example external Cabinet Files (CABs).
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l Verify that the application loads into Orca and/or MSI Studio and/or WISE/Installshield, and apply the
associated MST file. If you are unable to do this in Orca, you can suppress the Transform validation flags
and errors in the Options menu within Orca. If the package loads now that the validation flags and
errors are switched off, then you should be able to check Suppress Transform Validation within
Settings > Product > Import Settings in ChangeBASE to load the MSI with the MST. If the MSI and MST
combination still do not load, try the MSI on its own.
l Verify the MSI Media table entries in MSI Studio or Orca. Invalid sequences, duplicate CAB names and
other invalid MSI entries can all cause ChangeBASE to fail to load packages. If a Transform is being
applied, remember to apply the Transform in MSI Studio or Orca too. Invalid media table directives may
also cause ChangeBASE to fail during load. It is recommended that you obtain the correct source media
to resolve this issue.
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7
Applications Options
The Applications window allows you to view and manage the packages that have been imported.
For each application, a RAG status is displayed under each of the different platforms created via
Platform Setup.
IMPORTANT: All the checks in the assessment groups associated with the platforms are automatically
used for the initial assessment of each imported MSI file. If you want to see how the packages have been
assessed against individual checks, refer to the Checks Options.
NOTE: The member package grid at the bottom of the window, which is used to show composite
applications (refer to Creating Composite Applications), automatically opens whenever an application
is highlighted.
Where the highlighted application is either an MSI with one or more member packages, or a legacy
installer with one or more member packages, this grid shows the related package(s). This means to say
that, once an EXE has been repackaged and re-imported (refer to the The Repackaging Process), the
EXE is now displayed as part of an application with a RAG status (as above).
Where the highlighted application is a legacy installer that has not been repackaged, or that has been
repackaged but not re-imported, then there is a message to this effect in the member package grid.
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To delete an item, select it and then click Delete at the top of the screen, followed by Yes to confirm.
You can hold down the [Shift] or [Ctrl] key in order to highlight multiple items, and then press the space bar to
select and deselect the highlighted items.
For details, see:
RAG Statuses
Phases
Complexity Ratings
Converting Packages
RAG Statuses
The issues are presented in a RAG (Red, Amber, Green) format.
Red
Red indicates that a high severity issue has been found that is likely to impact the installation or running of an
application.
In some cases, a change to the program code within the package files is not required, and the issue can be autofixed by applying a change to the application. However, in other cases, the Red status will be as a result of a
package attempting to use objects or functions that have been deprecated from the Operating System, or
where their use has been restricted. In such cases, there are no changes that can be made to the installation
routine to fix the problem, and the issue needs to be dealt with at the program code level or by the provision
of a more up to date driver. For vendor MSIs, an upgrade may be required.
Amber
Amber indicates that a low severity issue has been found which could impact the installation or running of an
application. In many cases, a change to the program code within the package files is not required, and the issue
can be auto-fixed by applying a change to the application.
Where automated fixing is not available, a manual fix can be applied to the Windows Installer routine (MSI
or MST) by an application packager. ChangeBASE provides Next Steps information on how a manual fix can
be achieved.
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Green
Green means that no compatibility issues were identified. Those packages can proceed directly to User
Acceptance Testing (UAT), and then to the deployment phase.
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You can generate a compatibility report for the individual application that is currently highlighted in the main
Applications window, by selecting Reports > Application Compatibility Report from the top of the screen.
The report shows the detailed issues for the application, broken down by platform, and then by assessment
group. In the case of composite applications (refer to Creating Composite Applications), the RAG statuses are
rolled up into composite statuses.
NOTE: Before the Application Compatibility Report option becomes enabled, you need to have
specified a Report Format and Export Path in Reporting Settings.
Before selecting Reports > Application Compatibility Report, ensure that the report for which you require
compatibility details is highlighted in the Applications window, regardless of whether or not it is checked in
the Select column.
When you select Reports > Application Compatibility Report, the report is simultaneously opened, where
possible, and uploaded to the Export Path specified in Reporting Settings.
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To filter by package
l Right-click on the arrow to the right of Select, to do one of the following:select All applications
simultaneously, select None simultaneously, or Invert your current selections.
To filter by RAG status

l Click the pin next to one of the platform column headers, and select Green, Amber or Red as
appropriate, or Select All to redisplay all applications.
NOTE: You can also filter by RAG status, by clicking the empty RAG circles in the filter row (see below),
and clicking the down arrow next to the circle to bring up a RAG filter box.
There is a blank filter row at the top of the screen which allows you to determine the applications that appear
below it. Just type in the first letters of the required applications, using the '%' wild card as required to
represent any number of characters, and the applications are filtered accordingly. You will note that a filter
box appears in the bottom row of the screen when you are filtering.
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Figure 10: Filter Row
To ammend the search criteria

l Click
on the right of the bottom row, to bring up the Filter Editor. To clear the filter, click the
adjacent cross
To enter queries that determine which items are displayed

l Right-click any column header and selecting Filter Editor. From here you can define exactly what you
want to be displayed. Click
to display new rows, and then click on the colored hyperlinks to make
your selections within those rows. Click Apply to keep your selections while keeping the dialog open, or
OK to keep your selections and close the dialog.
To sort the items by a particular column

l Click the column header, and then again to reverse the order. Alternatively, right-click in the column
header and select Sort Ascending and Sort Descending as required.
To search for a particular item

l Right-click on a header and select Show Search Panel. A search box appears above the display.
The Select column has a '3-state' check box
at the top:
l When the box is in its default, blacked out, state, all the applications are displayed, regardless of
whether or not they are selected.
l When you check the box, only the selected applications are displayed.
l When you clear the box completely, only the unselected applications are displayed.
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To group the items by a particular column header

l Drag the header onto the group panel at the top of the table (this is the panel featuring the words "Drag
a column header here to group by that column"). If at any time the panel is not displayed, select Show
GroupPanel from the right-click menu in any column. To hide the panel, select Hide GroupPanel. For
example, to group the applications by Manufacturer, drag Manufacturer into the group panel.
The applications appear under the relevant manufacturers.
While you are within the Group Panel, you can right click on it and select the Group Summary Editor
to display further information about the Group, for example the Average Complexity of the
applications within it.
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Once you select your Summary, it appears on the same line as the item by which you are grouping your
applications.
To undo the Grouping option

l Right-click Manufacturer in the group panel and select Ungroup.
If you right-click on a column when it is in place (that is to say, when it has not been dragged above the table),
you see the following options:
l The Group By This Column option has the same effect as dragging the column above the table.
l The Show Column Chooser option allows you to drag additional columns onto the display, and to
remove existing columns. Simply drag and drop from and to the Column Chooser table that is
displayed when you select the Show Column Chooser option.
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To drill down into the issues of a selected application
1. Either double-click it in the Applications window, or select it and click the Details option at the top of
the window. The issues are then displayed in a Details tab, which breaks down the issues by platform,
in order of Platform Settings priority.
2. Select the required platform and then click on the issues that you wish to investigate and/or fix.
Viewing the Application in MSI Studio or the

Package Source
To view the application in MSI Studio
1. Select Open > Selected Package with MSI Studio.
To view the application in the Package Source

1. Select Open > Selected Package Folder with Windows Explorer.
IMPORTANT: Any client viewing the application in a multi-user setup will need access to the shared
Package Source.
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IMPORTANT: MSI Studio is now a separate installer. In order to utilize the feature above, be sure to first
close the ChangeBASE Client, then install MSI Studio using the installer located here: %Program
Files%\Dell\ChangeBASE\Resources\ or %Program Files (x86)%\Dell\ChangeBASE\Resources\ for 32-bit
machines.
Auto-Fixing Issues
If you want to auto-fix any of the issues that have the Auto Fix icon , check the Fix column, and, if there is a
choice of fixes available, select the required one from the drop-down in the Auto Fix column. Then select
Apply at the top of the screen.
Alternatively, to override an issue, check the Ignore column and select Apply at the top of the screen.
The spinning
icon is displayed while fixing takes place. Once fixing is complete, this is replaced by the
icon in the Fix column. The relevant fix files, for example CAB and MST files, are created in your
Package Source.
NOTE: To display the application RAG statuses by assessment group, and apply multiple fixes, go to the
Checks Options.
Phases
The status of an application is indicated in the Phase column. These statuses will be used by the
ChangeBASE API.
To manually change the status of any application

1. In the Select column, check the applications for which the status is to change. For example, if you want
to put a series of applications on hold, select all the applications that you want to put on hold.
2. Select Set Phase at the top of the screen, and, from the drop-down menu, select the status to which all
the selected applications are to be changed.
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3. Select Apply to Selected Applications.

4. The existing phase of each selected application is changed to the selected phase.
Complexity Ratings
The Complexity rating for an application is based on the number of associated files and registry entries:
<Complexity>
<File>
<Count op="GT"
<Count op="GT"
<Count op="GT"
<Count op="GT"
</File>
<Registry>
<Count op="GT"
<Count op="GT"
</Registry>
<ComPlus>
<Count op="GT"
</ComPlus>
</Complexity>
value="100" increment="1"/>
If you wish to use your own complexity ratings and override the ratings that are currently displayed, then you
can add a file called ComplexityRules.xml into c:\ProgramData\ChangeBASE. You can reference any MSI
table and provide an operator and a value to provide an increment. The maximum is 5. The operators have to
be GT, LT or EQ.
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If required, you can drag one or more packages in the Application Name column onto another, parent, package
to create composite applications, with composite RAG statuses.
The constituent packages within a composite application appear at the bottom of the screen, in the member
package grid at the bottom of the window, when the application is highlighted. The parent package is indicated
in the Package Primary column on the left.
If you want to remove a package from an application, highlight the required package and select Remove
Package from Application in the bottom right hand corner of the screen.
If you want to link any of the SCCM packages to packages that share the same SCCM Package Name, select them
in turn and then select SCCM >Link SCCM Programs. The linking is indicated via the SCCM Program Linked
flag. The applications are linked under the parent SCCM Package Name, and are shown at the bottom of the
screen as shown above.
TIP: If the SCCM Package Name or SCCM Program Linked column is not currently displayed, you can
select one or both from the Column Chooser by right-clicking in any of the column headers, selecting
Show Column Chooser from the context menu, and then dragging the columns onto the top row of the
grid. You can also display the SCCM Application Install Count in the same way.
Figure 11: Applications Window Column Chooser
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When you need to hide the Column Chooser again, either close it by clicking the cross in the top righthand corner, or right-click in any of the column headers and select Hide Column Chooser from the
context menu.
NOTE: In SCCM, 'package' is the equivalent of 'application' in ChangeBASE, and 'program' is the equivalent
of 'package'. If you have, say, three programs - Word, Excel and Access - that belong to a single package
called 'Office' in SCCM, then, when they are imported into ChangeBASE, three separate packages Word, Excel and Access - will be created by default.
If you then check the three packages in the Applications window, and select SCCM >Link SCCM
Programs, the three packages will be grouped into a single application called 'Office'. The individual
packages will be shown at the bottom of the screen when 'Office' is highlighted.

If you want to create a dependency for any SCCM applications that have dependent packages, select them and
then select SCCM >Apply SCCM Dependency. The dependencies appear in the Dependencies tab on the far
right of the screen.
For any non-SCCM applications

1. Open the Dependencies tab and pin it open by clicking the auto-hide icon until it appears as , with the
tab fully open.
The tab shows the of the package of the currently selected application (if an application contains more
than one package, the tab shows the dependencies of the currently selected package): in the top
section, it shows all the packages that the current package depends on, and in the bottom section, it
shows all the packages that depend on the current package.
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2. To add a package that the current package depends on, click Manage Links in the top section:
l If there are no existing dependencies, you are prompted to a grid that shows all packages which
can be added as a dependency. Select the required package(s), and click OK.
l If you already have related packages in the dependencies list, you can add more packages by
clicking the Add button.Some packages could create circular dependencies, and are therefore
read-only, and displayed in pink.
3. Select the appropriate Dependency Type for each newly added package: Prerequisite, Functional or
Middleware and then click Save.
4. You should now have a list of Dependent Packages that will appear whenever the main application, or a
package within a multi-package application, is highlighted.
5. In addition, in the main grid, the Is Dep column will be checked for any application whose package is a
dependency for another package, and the Has Dep column will be checked for any application whose
package is dependent on other packages. For a multi-package application, Is Dep will be ticked if all its
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packages are a dependency, unticked if none of its packages are a dependency, and indeterminate if
some but not all of its packages are a dependency. Similarly for Has Dep. If these columns are not
visible, right click any column header and choose Show Column Chooser.
6. Click Save to save your changes, or Revert to leave the Manage Links mode without saving your changes.
7. You can add packages that depend on the current package in the same way - by clicking Manage Links
in the bottom section of the Dependencies tab.
8. If you double-click on any package in the right-hand panel, the focus is set to that packages application
(and in the case of a multi-package application, the correct package within the application), and the
dependencies are recalculated. This lets you create a dependency hierarchy or tree.

The Reporting Groups and Product Groups in the tabs on the right of the screen allow you to maintain any sort
of hierarchy you might have with regard to your applications.
Let us suppose that you have a number of geographical divisions or reporting groups (EMEA, North America, etc.)
with a number of departments, or subgroups, within those divisions (Finance, Marketing, etc.). ChangeBASE
allows you to set up this structure and associate applications with the reporting subgroups.
You may also have a number of product groups or families ('Adobe Reader', 'Microsoft Office', etc.)by which you
wish to group your applications (MS Word and MW Excel into 'Microsoft Office', etc). ChangeBASE allows you to
set up these families and associate applications with them.
NOTE: To create a report showing applications with their Reporting Subgroups, refer to Creating
Custom Reports.
Creating Reporting Groups with Reporting Subgroups

You need at least one subgroup per reporting group.
To create reporting groups with subgroups

1. Open the Reporting Groups tab and pin it open by clicking the auto-hide icon until it appears as
the tab fully open.
, with
2. Click Manage Groups at the top of the Reporting Groups window.

3. Select Add > Group.
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4. Enter the name of the first group.

5. Repeat the previous two steps to add further groups as required.
6. You should now have a number of Reporting Groups.
7. Highlight the first of the Reporting Groups for which a Subgroup is to be created.
8. Select Add > Subgroup and enter the name of the Subgroup.
9. If you wish that subgroup to be copied to a further group, select the subgroup, click and hold to the left
of the subgroup name, and drag it to that group, making sure to hold down the [Ctrl] key.
10. If you wish that subgroup to be moved to a different group, select the subgroup, click and hold to the
left of the subgroup name, and drag it to that group, without holding down the [Ctrl] key.
11. Repeat the previous four steps to add further subgroups as required.
12. Click Save to save your changes, or Revert to leave the Manage Groups mode without saving
your changes.
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13. You should now have a number of Reporting Groups with Reporting Subgroup.
Linking Applications to Reporting Subgroups

To link applications to reporting subgroups
1. Select the application(s) that you wish to link to a Reporting Subgroup. The selected applications are
listed in the bottom of the Reporting Groups pane. If no applications are selected, then the currently
focused application appears in the list.
2. Click Manage Links at the top of the Reporting Groups window.
3. Select the subgroup(s) to which the application(s) is/are to be linked, and then click Save.
4. Repeat the above steps as required.
5. The applications are shown as being associated with the relevant subgroups on the left of the screen.
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Creating Product Groups

To create a product group
1. Open the Product Groups tab and pin it open by clicking the auto-hide icon until it appears as
the tab fully open.
, with
2. Click Manage Groups at the top of the Product Groups window.

3. Select Add.
4. Enter the name of the first new group.
5. Repeat the previous two steps to add further groups as required.
6. Click Save once you have created the required groups.
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7. You should now have a number of Product Groups.
Linking Applications to Product Groups

To link an application to a product group
1. Click Manage Links at the top of the Product Groups window.
2. Select the required Product Group to which you want to add applications, and press Add.
3. Then select the required applications from the grid that opens and click OK.
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4. Repeat the previous step, until all the required applications are linked.
5. In each group, at least one of the applications must be the Primary Application. Check it as
such in the Primary Application column.
6. Click Save to save your changes, or Revert to leave the Manage Groups mode without saving
your changes.
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7. If you want to display the Primary Application column:

a. Right-click on a column and select Show Column Chooser from the context menu.
b. Drag Is Primary from the Column Chooser menu into the required column position.
c. Sort by the Is Primary column to see your main applications next to their product groups.
Converting Packages
Legacy application files (for example, EXEs) are not assessed - they are given a neutral (grey) RAG status. You
can repackage them selectively using Convert > Repackage at the top of the screen. Refer to The
Repackaging Process.
You can also initiate the Virtualization of any of the MSIs or EXEs via Convert >Virtualize at the top of the
screen. Refer to The Virtualization Process.
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8
Checks Options
The Checks window provides you with a detailed view of the issues that have been generated following import,
grouping the issues by assessment group under the different platforms created via Platform Setup. It allows
you to apply automatic fixes to those Amber and Red issues that can be remediated.
The Next Steps tab on the right at the bottom of the screen provides more detailed guidance.
You select the required platform tab at the top of the display, and then, within the left hand panel, the type
of checks that you want to fix or investigate. All the individual issues relating to those checks are displayed in
the right hand panel, with the details of selected issues displayed at the bottom of the panel.
Where there are multiple platforms under a platform tab, each individual platform has a '3-state' check box
at the top:
l When the box is in its default, blacked out, state, only the selected checks are displayed.
l When you place a tick in the box, all the checks are displayed.
l When you clear the box completely, no checks are displayed.
A new feature has been added to the Checks screen to enhance the way issues can be selected for Fixing,
Ignoring or Restoring. If required, you can right-click on the arrow to the right of the Select menu above the
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issues grid to do one of the following: select All issues simultaneously, select None simultaneously, or Invert
your current selections.
For details, see:

Bulk Fixing
Troubleshooting
Custom Checks

If you want to search for a particular item, right-click on a header and select Show Search Panel. A search box
appears above the display.
If you want to change the columns that are displayed, right-click on a header and select Show Column
Chooser, which allows you to drag additional columns onto the display, and to remove existing columns. Simply
drag and drop from and to the Column Chooser table that is displayed when you select the Show Column
Chooser option. For example, you can select Application and/or Package.
If you want to group the items by a particular column header, drag the header onto the group panel at the top
of the table (this is the panel featuring the words "Drag a column header here to group by that column"). If at
any time the panel is not displayed, select Show GroupPanel from the right-click menu in any column. To hide
the panel, select Hide GroupPanel.
For example, to group the issues by application, drag Application into the group panel.
NOTE: You can drag the Application header onto the group panel direct from the Column Chooser.
The issues appear under the relevant applications.
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To undo the above option, right-click Application Name in the group panel and select Ungroup.
If you right-click on a column when it is in place (that is to say, when it has not been dragged above the table),
you see a different menu.
Figure 12: Non-Dragged Column Header Context Menu
The Group By This Column option has the same effect as dragging the column above the table.
If you want to hide certain categories of checks, select Show at the top of the screen, and then remove the
ticks from the following as required.
Figure 13: Hiding Categories of Check
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Therefore, if you want to hide all the Green categories of check, select Green. Simply reselect it to restore the
Green categories.
For Ignored Issues, refer to Overriding Issues, and for Excluded by User, refer to Excluding Checks.
The Excluded by OS Condition hides those issues that are not relevant to the Operating System setup for your
platform. For example, if an issue is contained with a component which is conditioned to only install on Windows
8, but the platform Operating System is Windows 7, then the issue will be excluded.
Excluding Checks
You can hide a category of checks while you are working within a platform tab, so that they have a temporary
RAG Status of Green.
To hide a category
1. Select the category in the left hand panel, and then select Exclude at the top of the screen.
2. To make the category available for fixing again, and restore it to its former RAG status, select Restore at
the top of the screen.
Overriding Issues
To override any Amber or Red issues permanently, select them and click Ignore Issue at the top of the screen.
You are then prompted as to whether you want these issues to be considered as Green. Enter some
explanatory text, and then click OK.
The issues are displayed next to the
symbol, and are no longer available for fixing.
Bulk Fixing
To apply fixes for those issues that have not been overridden
1. Ensure that the appropriate Transform options have been selected in Settings > Product >
Fixing Settings.
2. Select those issues that are to be auto-fixed (any that can be auto-fixed are indicated by the
icon).
Where there is a choice of fixes available, ensure that the required fixes have been selected from the
drop-down in the Auto Fix column.
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3. Click Fix in the top left of the screen.

4. The spinning
icon is displayed while fixing takes place. Once fixing is complete, this is replaced by
the
icon in the Fix column. Where a fix has not been possible, the
icon is displayed, meaning
that further investigation is required (refer to Troubleshooting). The relevant fix files, for example CAB
and MST files, are created in your Package Source.
Check Updates
The ChangeBASE product provides a facility to allow installation of new and updated checks. These Check
Updates are available through external download or an offline update file which will be sent to you by Dell
Support Services if requested .
The Updates Screen

The Check Updates screen is accessed through a tab on the Settings screen. Its function is to check the
availability of Updates, allow the import of an offline update and then to select and apply the updates that the
user wishes to install.
Checking the availability of and downloading

updates
ChangeBASE is pre-configured to download updates immediately without a proxy server. The user can check
availability and download updates by clicking on the Download update button. If you require a proxy server to
be configured to allow connection to the update server then first refer to the section on Auto Update and
Proxy Server settings.
After the update download button has been clicked the Update File box will be cleared and the user will be
shown progress information about the download: If you wish to Cancel the download then click on the Cancel button to the right of the Update File box.
Note that you will only be able to download updates if your license is valid and in maintenance .
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Browsing an Offline Update

ChangeBASE update files are encrypted binary files that have an extension of .CBU. To select an offline update,
click on the button and then select the file from the browse window and choose Open.
If the file is opened successfully, you will see the path of the file in the Update File box. You will also see a list
of the checks which are available for update contained within that file.
Viewing Check Updates

Once the Update has been loaded, you will be given a list of checks which are available for update. This list will
not show checks that have been previously applied.
The list is shown as a tree and allows you to select one of two views: -
View By Check
The list shows the name of the check at the top level of the tree. It then shows the Assessment groups as
children of the checks once expanded.
View By Assessment Group

The list shows the name of the Assessment group at the top level of the tree and below that the children of
the assessment group are the checks that are available for update.
The list also shows details about the current and new versions of each check to be updated.
Viewing Check Details

Details about the check update are shown on the right hand side of the screen. You can view the details of the
update by selecting a row in the tree which shows a check name and version.
Name - The Name of the check.
Package Types Indicates the package types (e.g. MSI, SFT) that will be assessed against this check.
Description - The new description for this check.
New RAG(s) - The RAG statuses of the new check.
Original RAG(s) - The Original RAG statuses of the old check.
Changes - A description of the changes that have been made to the check.
Selecting Check Updates

Once you have decided which updates you wish to apply you must select those updates by ticking the items in
the tree. You can select or unselect all of the checks from the toolbar.
If you tick a check then only that check will be selected for update, however, if you select an Assessment
group then ALL of the checks that apply to that assessment group will be selected for update.
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New Check Versions and Enable After Update

As described in [Section on Disabling/Enabling Checks] you may have disabled an old version of a check which is
now to be updated with a new version.
If the current version of a check is disabled then after you have loaded an update, you will see the check
version displayed next to the check name along with the current check version number. You will also see a
disabled icon ( ) next to the previous version number. When the update is applied you can choose to enable the
new check version after update by checking the box in the Enable After Update column.
Applying and Scheduling Updates

When you have selected your checks for update you must then carefully consider when to apply your update.
Do not schedule ChangeBASE check updates to occur during times when you expect to reboot, install system
patches, or make any system changes on the machine that is running the ChangeBASE service. Updates can be
applied through the Apply Update option on the toolbar.
Updates are a long running operation and may take some time to complete if you have a large number of
packages in your database, therefore, you must consider a suitable time to schedule the updates. When the
check update occurs the ChangeBASE service will restart itself, ALL open ChangeBASE clients will be
disconnected and ALL repositories will be stopped until the operation is complete. It is recommended to backup the ChangeBASE repository databases before the update is applied.
The Apply Update window allows the user to schedule the update to occur at a later time. If no alternate
time is scheduled the update will be kicked off two minutes after Apply Update is selected. Once an
update has been scheduled it is not possible to schedule another update until the first one has been
completed or is cancelled.
NOTE: Do not restart the ChangeBASE server when applying an update and be aware that when the
update occurs all clients and repositories will be stopped.
Update Process
Once the update has been scheduled you will see the clock icon on the title bar. Clicking this icon will take you
to the Dashboard from where you can see the Scheduled Job screen and control the running the update. See
the section on Scheduled Jobs.
When the update process is triggered the ChangeBASE service will restart and all connected clients will see a
warning message.
The Update will run silently and it will not be possible for clients to connect to ChangeBASE until the process is
complete. The time it takes will be dependent on the number of applications currently imported into
ChangeBASE as each updated check must be reassessed against those applications.
Verifying Update Results

After the ChangeBASE service has restarted the clients will be able to reconnect to the service. You will then
see your updated checks on the Checks screen.
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You can verify which Checks were updated by looking at the Recent Activity widget and you can also verify the
state of the Scheduled job by looking at the Scheduled Jobs widget.
Cancelling or Rescheduling a Check Update

To Cancel or Reschedule a scheduled update from the Scheduled Jobs widget on the Dashboard.
Cancel Select the update you want to cancel and then click the Cancel button on the toolbar.
Start Select the update you want to start immediately and click Start.
Reschedule Select the update you want to reschedule and click Edit. You can then Edit and save the
time on the Scheduled Job Details panel.
For further information on this screen see the section on Scheduled Jobs.
Update Features and Role Restrictions

The following Update features can be restricted in the Roles screen
Feature Description
Schedule check updates Allow a user to schedule an update from the Check Updates screen. This
process creates a Scheduled Job which can then be controlled by the other features in this table.
Cancel a scheduled job If the user wants to be able to Cancel a Check Update job then this feature must
be enabled.
Modify a scheduled job If the user wants to be able to change the timing of a Check Update job then this
feature must be enabled.
Start a scheduled job immediately If the user wants to be able to change Start a Check Update job
immediately then this feature must be enabled.
Download and Proxy Settings

Auto Update Settings
To configure the Auto Update server URL
Enter the URL in the Server URL box
Select Save.
NOTE: You should not change this URL unless instructed to by Dell support services.
Proxy Settings
Proxy settings must be configured if ChangeBASE should access the Auto Update download server through your
companys proxy server. Details of the Auto Update download server are provided in the section on Auto
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Update Settings. As a guide you should enter the proxy settings as you would normally configure settings in
your browser.
To set up a proxy
Check Use Proxy.
Check Bypass for Local Servers if you do not want the proxy server to be used when you connect to a
computer on the local network (this may speed up performance).
In the Server Address field, enter the hostname or IP address of the proxy server, without the
http:// prefix.
In the Port Number field, type the port number that is used by the proxy server for client connections.
Enter the Username, Password and Domain as required.
Select Save.
Custom Checks
The Design view of the Checks window allows you to create your own checks and publish them to existing
assessment groups of checks.
NOTE: For further information and examples relating to checks, refer to Overview of Checks.
Once you select Switch to Design at the top of the Checks window, a list of checks that you can clone is
displayed in the left-hand panel. Highlight a check to see the associated Name, Description and Rules, in the
right-hand panel.
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The right hand panel containing the Rules tree view and the toolbox of Operators in the bottom right of the
panel, does not become active until you either:
l Click Add at the top of the screen to start creating your own check from scratch - an empty check called
New Check is automatically created and highlighted in the left hand panel; Or
l Highlight a check that is close to the one that you wish to create, select Clone to create a copy of it, and
then highlight this copy.
The assessment groups and toolbox are now active, for example.
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Once the custom check screen has been activated, you can customize the check.
To customize the check

1. Overwrite the default Name with the name of your new or cloned check.
2. Overwrite the default Description with the descriptive text for your new or cloned check. This will be
the text that appears immediately below the check when you drill down into the check from the
Applications window (refer to Drilling Down into an Application).
3. In the top right hand corner of the screen, select the assessment groups to which you want the check to
be published.
4. For the first Rules tab, enter the Message that will appear in both the Checks Options and the
Applications window when you drill down into the check (refer to Drilling Down into an Application).
5. From the RAG drop-down, select the RAG status that you want to be displayed when the issue
associated with the check is found (select Amber or Red as appropriate).
6. From the Category drop-down, select from the following: Investigate Red Issues or Investigate
Remaining Issues.
7. In the Effort boxes, enter the recommended fraction of hours that it would take to fix the check issues
manually (Manual). Then enter the maximum recommended effort (Max).
8. Enter the Query, dragging Operators from the toolbox on the right as required, and specifying the
associated values. Refer to Example Query below.
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TIP: If you hold the <Shift> key down when you drag on an Operator, it is inserted as a new level in the
hierarchy. So if, for example, you were creating a check looking for Excel Add-ins, and had written a
Rule checking for "File_Extension" "Equals" "XLA", you could use the depressed <Shift> key to insert an
"OR" above the "Equals" (for example, to search for the "XLL" extension as well).
9. The authoring process is interactive, so, as you code the check Rules, click Test to verify the internal
logic of each Rule.
10. Once the Rules have been verified successfully, click Execute to run them against the packages in the
Applications window - the results appear at the bottom of the right-hand panel.
12. Select Publish to add the check to the selected assessment groups, so that the packages in the
Applications window can be assessed against it, and so that it can be listed in the Checks window.
Example Query
If, for example, you want to write a packaging standards compliance check that verifies the existence of
Manufacturer in the MSI Property table.
1. Click Add at the top of the screen - an empty check called New Check is automatically created and
highlighted in the left hand panel.
2. Overwrite New Check with the name of your new check, for example Verify Package Has
Manufacturer Property.
3. Overwrite the Description with the descriptive text for your new check.
4. In the top right hand corner of the screen, select the assessment groups to which you want the check to
be published.
5. For the first Rules tab, enter the Message that will appear in both the Checks Options and the
Applications window when you drill down into the check (refer to Drilling Down into an Application) for example, Package does not have Manufacturer Property.
6. From the RAG drop-down, select Amber.
7. From the Category drop-down, select Investigate Remaining Issues.
8. In the Effort boxes, enter the recommended fraction of hours that it would take to fix the check issues
manually (Manual). Then enter the maximum recommended effort (Max).
9. Go to the toolbox on the right, and drag Not from the Set Operators, to Query.
10. Drag Entity Equals from the Set Operators, to Not, and select Package from the drop-down.
11. Drag To Parent from the Map Operators, to Not.
12. Drag Equals from the Basic Operators, to Map to Parent.
13. Select Property_Name from the Equals drop-down, and enter Manufacturer in the Equals text box.
14. Your Query should appear as follows:
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Figure 14: Example Query
15. Click Test to verify the internal logic.

16. Once the Query has been verified successfully, click Execute to run it against the packages in the
Applications window - the results appear at the bottom of the window.

18. Select Publish to add the check to the selected assessment groups.
TIP: The Design view of the Checks window also provides a useful way of displaying all the applications
that return issues for an existing check. Simply clone the check in which you are interested, and then,
with the clone highlighted, click Execute. The applications returned by the check's Rules appear at the
bottom of the screen.
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Return to Results View

To go back to the main Checks Options, select Switch to Results at the top of the screen.
Custom Fixes
If you wish to add a Custom Fix to a Custom Check then create your PowerShell fix script and copy it to
C:\ProgramData\ChangeBASE\FixScripts.
Any PowerShell scripts (.ps1) stored in that path will be usable as a Fix for a Custom Check.
If you are currently editing a Custom Fix and have recently added a custom Fix Script to the FixScripts folder
then you can click the Refresh button to refresh the list of scripts.
It is possible to choose multiple fix scripts as a fix for a Custom Check. The user will be presented with a list of
fix options on the Check Issues screen when the custom check identifies any issues. Tick all of the fix scripts
which apply for the Custom Check.
Exporting a Custom Check and Fix

It is not possible to Export one of the built in checks as these are installed within each ChangeBASE database.
To be able to export a custom check you must either create your own custom Check or make a clone of one of
the built in Checks.
Clicking the Export button will display a File Save dialog allowing you to choose where to save the
export xml file.
The xml file will also contain the custom Fix Scripts.
Importing a Custom Check and Fix

Importing a Custom Check will also import any Fix Scripts with it. If a Fix Script with the same name as that
contained within the xml file then the importing Custom Check will have the Fix Script renamed so that it does
not conflict with the one currently on the server.
If you wish to make use of a different fix script but need to make changes to it (without affecting any existing
checks) then it is advised that you make a copy of the fix script and use that for the new custom check.
Troubleshooting
If a package fails to be fixed, then carry out the following checks:
l Examine the Log File: If the error message relates to a CAB or media file, check that the media file
actually exists in the specified location. See Does the package have all of its required files? below in
this topic.
l Package in use? Check that the package is not currently open in a package editing tool such as MSI
Studio, Orca or Wise, whether in the specified Package Source(s) or on a Virtual Machine or RDP (Remote
Desktop Protocol)session.
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l Package or folder set as read-only? The package itself or the entire package folder may be set to
read-only. Ensure that you have the correct permissions to write to the folder and to make changes to
the MSI by creating a backup of the MSI, saving it into the same folder, and then editing it and saving
the changes.
l Package no longer accessible? The package may have been renamed or moved, or the network
connection required to access the package may no longer be available.
l Package in incorrect format? The package may be an MSM (Merge Package File)renamed as an MSI or in
a format that does not have the minimum MSI tables required for it to run as an installation file. Check
the package format in MSI Studio or Orca and, if in doubt, try to install the package. If you cannot install
it, then you should not be running it through ChangeBASE. You should gather the current live instance
of the package from its Deployment Source location.
l Are the check and patch versions up to date? Ensure that you have the latest version of the software
and that you have installed all the available patches (these contain the latest checks).
l Can you open the package in MSI Studio and/or Orca and/or Wise? If not, then there may be an
underlying issue with the package and you can assume that it is not the current live and installable
release and therefore not a suitable candidate for reporting and fixing.
l Does the package have all of its required files? For example, some external or internal CAB files
and/or uncompressed source files may be missing. To verify this, try to install the application, and, if
the installation does not complete due to missing files, you need to go back to the live deployment
source and copy the complete source media.
l Is the Package allowing the check to run correctly? For example, there may be a peculiarity in the
package that is not allowing the associated check's fixing script to run correctly.
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9
Dependency and Conflict Checker
Dependency and Conflict Checker allows users to check applications for dependencies and conflicts between
your application portfolio and WIM images, middleware applications or OS patch updates.
l Build, is the left most panel, it allows you to combine one or more operating system, application
(middleware) or OSpatch to analyze your existing portfolio against.
l The Dependencies panel, in the center is used to display the potential dependencies and conflicts
between your build and your selected applications. These can be API, file or registry. In addition there
is a summary tab.
l The Applications grid displays your existing application portfolio. You can select one or more application
for analysis.
Customizing the Build

You can add and remove operating systems, middleware and OS patches.
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To add an operating system

1. From the Build Resources drop down in the toolbar select one of the two included operating systems. It
is also possible to import your own WIM.
2. Click Add in the toolbar.
To add Middleware
1. Drag an application from the application grid onto the Middleware label of the build panel.
To add Microsoft Monthly Patches

1. From the Build Resources drop down in the toolbar select a Microsoft monthly patch. It is also possible
to import your own WIM.
2. Click Add in the toolbar.
To save your build

1. Enter a name for your build in the Name field in the build panel.
2. Select Save on the toolbar.
To create a new build

1. Click the gray box to the right of the last tab in the build panel.
Looking for Dependencies and Conflicts

Checking the check box against components of you build in the build panel will show in the application grid that
there are references by checking the Is Referenced column against the relevant application. On selecting that
application the dependency panel will be populated with potential dependencies and conflitcts.
To filter your results
l Dependencies
l By default all files referenced by the selected application that are not included in the package
will be displayed in the Dependencies tab.
l To filter to just those that are changed by a component of your build, select Source Match from
the Filter drop down of the toolbar.
l Files
l By default all files distributed in the selected application package are displayed in the Files tab.
l To filter just those that are required that are a component of your build, select Source Match
from the Filter drop down of the toolbar.
l To filter just those that exist in the build, and that are distributed by the selected application
package, select Conflict Candidates from the Filter drop down of the toolbar.
l Registry
l By default only registry entries that exist in both your build and the selected application are
displayed in the Registry tab.
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l To remove the filter and see all registry entires, select All from the Filter drop down of
the toolbar.
Importing a custom WIM

It is possible to import a custom WIM into DaCC. Select Import WIM from the toolbar. Enter a friendly name and
a UNClocation for the WIM and select OK. To cancel select Cancel.
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10
Dashboard
Your default version of the Dashboard depends on your user role (refer to Manage Users and Roles). However,
a typical default layout provides graphical summaries of the following:
l Platform Summary, which is used to view the platform(s) you selected using Platform Setup.
l The License Usage, showing your license key and type, the number of applications already imported
and assessed against your license, and the numbers fixed, repackaged, virtualized, and reported on. It
also shows the numbers remaining to be imported and assessed, fixed, repackaged, virtualized, and
reported on. If you wish to renew your license, go to License Settings. The usage encompasses all
databases for which you are licensed. If you wish to add a further database, go to Database Settings.
l The RAG Breakdown for the selected platform(s) in order of priority.
NOTE: Unassessed applications are shown as gray. These are typically legacy applications in the form of
EXE, VBS, BAT and CMD files that can be imported for repackaging, after which they will be assessed and
given regular RAG statuses.
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Customizing the Dashboard

You can change the appearance of any of the graphical reports.
To customize the dashboard

1. Right-click on the header and select Mode > Pie, Mode > Bar, or Mode > Grid as required. You also
have the option to Expand the overview to the full Dashboard window.
NOTE: You can rotate a pie chart by grabbing it with the left hand mouse button and then rotating the
mouse.
To auto-hide an individual window under a tab on the right of the screen, click . Click on the tab followed by
to display it again.
To remove a window from the display, click the cross
. To restore a window to the display, drag it from the
Predefined list on the left of the screen, which you open by clicking
close it again).
on the left of the screen (click
to
If you drag a window onto another, existing window, then tabs are created at the bottom of the
existing window.
To use the Dashboard docking feature, pick up a summary window from its current position, and then move it
until you see the docking controls. Then snap the window to the required control (left, top, right, bottom,
middle, or tabbed).
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TIP:
l If you have a window available as a tab, and you want to dock it elsewhere, it is advisable to pick
up the window by the individual tab, so that it sub-divides more easily - otherwise, you risk
picking up the whole of the tabbed window, not just the tab you require.
l If, after rearranging your Dashboard summaries, you want to return to your default layout, autohide all the summaries using the , and then restart ChangeBASE.
Predefined Window
Dashboard displays four RAG Breakdown widgets by default. If you have set up more platforms than are
displayed by default, then the remainder can be dragged from the Predefined list on the left of the screen,
which you open by clicking
on the left of the screen (click
to close it again).
NOTE: You cannot drag and drop a summary from the Predefined list onto an empty Dashboard area, so,
if you have auto-hidden all the summaries, you first need to restore one of the hidden summaries to the
display by clicking the icon. You can then drag and drop another summary onto it.
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Recent Activity
The Predefined list also shows Recent Activity, which, when dragged onto the Dashboard, shows a grid of the
500 most recent actions. Events displayed include Imports, Repackaging, Fixing, Deleted issues, and Phase
changes (for example, from Assess to Fix).
TIP: It is advisable to expand the Recent Activity summary to the full Dashboard window by rightclicking on the header and selecting Expand. You can also clear all the activity shown by right-clicking
on the header and selecting Clear Activity.
There is a blank filter row at the top of the grid that allows you to determine the activities that appear below
it. Just type in the first letters of the filter that are appropriate to the particular column below it, using the '%'
wild card as required to represent any number of characters, and the activities are filtered accordingly.
You can also filter the items by right-clicking on any column header and selecting Filter Editor. This allows you
to enter queries that determine which items are displayed.
If you want to amend the search criteria, click
To clear the filter, click the adjacent cross
on the right of the bottom row, to bring up the Filter Editor.

.
The Filter Editor allows you to define exactly what you want to be displayed. Click
to display new rows,
and then click on the colored hyperlinks to make your selections within those rows. Click Apply to keep your
selections while keeping the dialog open, or OK to keep your selections and close the dialog.
To sort the items by a particular column, click the column header, and then again to reverse the order.
Alternatively, right-click in the column header and select Sort Ascending and Sort Descending as required.
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Creating a User Defined Dashboard

Summary
Included within the Predefined list of overviews on the left of the screen is a User Defined category that
allows you to create your own summaries.
To create a summary
1. Open up the Predefined list of overviews on the left of the screen, by clicking
of the screen.
on the left
2. Drag User Defined onto the Dashboard. This displays a list of the applications in the product and their
RAG statuses.
TIP: In order to have the maximum space in which to work, it is advisable to dock the User Defined
summary over the full width of the full Dashboard window, and to close the Predefined list, by clicking
.
3. Enter the criteria for the overview at the top of the screen, for example: Select the <Count> Of
<Application Name> Grouped by <Manufacturer>, where the items within angled brackets are
selectable from drop-downs.
4. Against Widget Title, enter a meaningful name for the overview. The name of the tab is updated.
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5. Right-click on the newly named tab and determine the format of the output by selecting Mode > Pie,
Mode > Bar, or Mode > Grid as required. You can also select Expand to display the tab in the full
Dashboard window.
To change the colors on a report

1. Right-click on the newly named tab and select Mode > Colors > Rainbow/Dynamic.
To reconfigure the report

1. Right-click on the newly named tab and select Mode > Config.
2. Amend the criteria at the top of the summary as required.
3. Right-click on the report tab and select Mode > Pie, Mode > Bar, Mode > Grid and/or Mode > Colors >
Rainbow/Dynamic, as required.
NOTE: The new summary persists from one ChangeBASE session to the next.
Scheduled Jobs
The ChangeBASE Scheduled Jobs facility allows jobs of different types to be scheduled for execution at a
specified time. Currently the scheduler supports two types of jobs: Script Jobs for execution of Powershell scripts including scripts that access the ChangeBASE API
Check Update Jobs for the application of updates at a schedule time. Update jobs are discussed
further in the section on updates.
Viewing Jobs
You can access the facility from the Dashboard by creating a Scheduled Jobs Widget.
You can see an expanded view of the widget by clicking the down arrow in the top right hand corner of the
widget and selecting Expand.
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Job Maintenance
Job functions are accessed through the toolbar of the Scheduled Jobs Widget
Add Create a new Job. Currently only new Script jobs can be created from here.
Cancel Select the job you want to cancel and then click the Cancel button on the toolbar.
Start Select the job you want to start immediately and click Start.
Edit Select the job you want to change and click Edit. You can then Edit and save the time on the
Scheduled Job Details panel. You can also edit jobs by double clicking on the relevant row in the table.
Script Jobs
The Script jobs function is aimed at users who wish to schedule ChangeBASE API scripts to run a specific time.
However they may also use this function to run any other Powershell scripts that are relevant to their use of
ChangeBASE.
Creating a New Script Job

To create a new script job choose Add->Script Job ( ) from the toolbar. You will then be presented with the Job
edit screen where you must enter the following details: Name Enter an identifying name for the Job. It doesnt have to be unique.
Start Time Select a time and date for the job to run. This must be a time in the future.
Script to Run Enter a UNC Path to the Powershell script you wish to execute at the schedule time. The
UNC path must be accessible from the ChangeBASE service.
When you have finished click Save to schedule the job or Revert to ignore these changes.
Viewing Script Results and Outputs

Once a Script job has been started by the Scheduler and is in progress or has been completed you can view a
log for that script execution by double clicking on the job in the table.
The Script log shows details about the execution including:
When the script was started and which script was executed.
Any outputs from the script are prefixed with Output =
Any errors from the script are shown at the end of the log and are flagged with a Severity
warning or error.
You can see some working examples of ChangeBASE API Scripts that are suitable for use in Scheduled Jobs on
the ChangeBASE Wiki.
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11
Reporting
The Reporting window allows you to generate a number of predefined reports relating to your assessment
groups and imported applications.
The window also allows you, via the Queries listed under the Queries tab, to create your own reports (refer to
Creating Custom Reports).
There is also a report that rolls up the Microsoft Patch Tuesday updates from July 2013 onwards. This report is
called 'Patch Assessment'. When you run the report, it shows the packages in your ChangeBASE database on
which the updates are likely to have an impact. The current RAG statuses of your applications remain
unaffected by the report.
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NOTE: If you are going to be uploading reports to a central location or Web server, enable the
Upload button on the far right of the toolbar by ensuring that you have entered the required fields in
Reporting Settings.
To run a predefined report, simply highlight it and then click the Run button
the main window.
. The report is previewed in
Using the tools above the report, you can print, export, email it, and upload it to a central location,
as required.
Deploy ChangeBASE Reports to Reporting

Server
If you would like to make ChangeBASE reports available via SSRS, follow the steps in this section.
The ChangeBASE reports can be installed in the report server using the utility (CB.SSRS.Deploy.exe) in your
ChangeBASE installation directory.
To deploy ChangeBASE reports to Reporting Server

1. Run CB.SSRS.Deploy.exe.
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2. The deployment utility accepts a zip file as input containing one or more SSRS reporting elements. The
standard reports installed with ChangeBASE can be found in [ProgramData]
ChangeBASE\OtherResources.
3. Enter the path to the standard reports into the Reporting Source File text box.
4. The reporting server provides a hierarchical library of reports. The deployment utility will install the
reporting elements from the source file into this hierarchy at the specified location.
5. Enter the required install path (e.g. /ChangeBASE).
6. Finally, the reporting server address must be specified. Enter the address into the last text box. Click
the Test button to verify this. The correct address can be found in the Reporting Services
Configuration Manager dialog. Click on the Web Service Url section. The address is displayed at the
bottom of the window.
7. To deploy the reports to the specified install folder, click OK.
Viewing the Installed Reports in SSRS

NOTE: To utilize this functionality, you must have requisite understanding of how to use SSRS and a good
understanding of SQL in general. For support on this, please reference Microsoft MSDN
https://msdn.microsoft.com/en-us/library/ms159106.aspx.
The report manager URL can be found from Reporting Services Configuration Manager. Select the Report
Manager URL section. A link to the manager can be seen at the bottom of the window.
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Click on the link to view the list of report elements in your browser.
The reporting elements consist of 3 distinct groups.

l Reports
l Data Sets
l Data Sources
The deployment utility stores "DataSets" and "DataSources" in sub-folders of the install path specified. Reports
are deployed to the root of the installation path.
Click on a report to execute it.
The ChangeBASE Reporting Database in

SSRS
The ChangeBASE reporting database provides a consolidated view of application compatibility issue data across
all databases associated with a server. Furthermore, it can also include data from repositories on other
registered servers.
The database, by default is named Reporting. The default name can be changed in the applications
configuration file. See the table below for other configurable options.
Setting Name
Default Value
Description
Reportingdatabasename
Reporting
The name of the reporting database.
Reportingdatabaseenabled
True
Periodic updates of database

enabled/disabled.
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Setting Name
Default Value
Description
reportingdatabasehomerefreshinterval
60
Minutes between refreshes of

database on home server.
reportingdatabaseregisteredserversrefreshinterval
120
Minutes between refreshes of

database on other registered servers.
The reporting database does not provide real time data, but performs a periodic refresh (by default every
60 minutes).
The database is created after the creation of the first repository on the server. Authentication to the database
uses the same credentials provided on the creation of the first repository.
Reporting Database Schema
Schema Tables
Table Name
Description
Repository
Contains a row per repository. Repositories may originate on

home server, or from a registered server.
Application
Contains a row per application. As with the majority of tables,
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Table Name
Description
a RepositoryId indicates the source of the data.
ApplicationCustom
Contains any custom data generated by external data linkages.
Package
Contains a row per package. Each Package belongs to a parent

Application.
PackageCustom
Contains any custom data generated by external data linkages.
PackageDependency
Contains package dependencies.
PackageSource
Contains a list of package sources. Applications are linked to a

package source.
Platform
Contains a list of platforms.
AssessmentGroup
Contains a list of assessment groups that have a relationship to

at least one platform in a repository.
LinkAssessmentGroupToPlatform
Links assessment groups to checks.
Check
Contains a list of checks that have a relationship to at least one

platform in a repository.
LinkCheckToAssessmentGroup
Links assessment groups to checks.
Issue
Contains a list of issues generated by the package assessment

for a repository.
IssueState
Contains the current state of an issue for a specific platform.
RAGType
A reference list of RAG types.
PhaseType
A reference list phase types.
Version
The current version number of ChangeBASE that the reporting

data was generated for.
Repository
Column Name
Description
RepositoryId
Primary key. Unique repository id.
PublicName
Display name
ServerName
Name of ChangeBASE server that supplied the data
RepositoryNumber
Ordinal of repository within the server that supplied the data
Server
Database server name
DatabaseName
Database name
UpdateTimestamp
Last updated timestamp
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Application
Column Name
Description
RepositoryId
Repository
ApplicationId
Primary key
Name
Name of application
Filename
Filename of application
ProductName
Product name of application
ProductVersion
Product version of application
ProductCode
Product code of application
Manufacturer
Manufacturer of application
PackageType
Package type
Complexity
Complexity rating
ReportingGroups
List of reporting groups to which the application is associated
ProductGroups
List of product groups to which the application is associated
Unassessed
Unassessed indicator
PackageSourceId
Link to PackageSource table
ApplicationCustom
Column Name
Description
RepositoryId
Repository
ApplicationId
Link to Application table
Name
Name of custom attribute
Value
Value of custom attribute
Package
Column Name
Description
RepositoryId
Repository
PackageId
Primary key
ApplicationId
Link to application table
Name
Name of package
Filename
Filename of package
ProductName
Product name of package
ProductVersion
Product version of package
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Column Name
Description
ProductCode
Product code of package
Manufacturer
Manufacturer of package
PackageType
Package type
Complexity
Complexity rating
Unassessed
Unassessed indicator
PackageCustom
Column Name
Description
RepositoryId
Repository
PackageId
Link to Package table
Name
Name of custom attribute
Value
Value of custom attribute
PackageDependency
Column Name
Description
RepositoryId
Repository
PackageId
DependencyId
DependencyType
Type of dependency
PackageSource
Column Name
Description
RepositoryId
Repository
PackageSourceId
Primary key
Name
Name of package source
Hidden
Indicates if package source is hidden
Platform
Column Name
Description
RepositoryId
Repository
PlatformId
Primary key
Name
Name of platform
OSId
Id of operation system in platform
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Column Name
Description
VTId
Id of virtualisation technology in platform
OfficeId
Id of Office version in platform
BrowserId
Id of browser in platform
Ordinal
Ordinal of platform within server that supplied the data
AssessmentGroup
Column Name
Description
RepositoryId
Repository
AssessmentGroupId
Link to AssessmentGroup table
GroupId
Id of assessment group
Name
Name of assessment group
Category
Category of assessment group
LinkAssessmentGroupToPlatform
Column Name
Description
RepositoryId
Repository
AssessmentGroupId
PlatformId
Link to platform
Check
Column Name
Description
RepositoryId
Repository
CheckId
Primary key
Id
Id of check
Name
Name of check
Version
Version of check
Description
Description of check
LinkCheckToAssessmentGroup
Column Name
Description
RepositoryId
Repository
CheckId
Link to Check table
AssessmentGroupId
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Issue
Column Name
Description
RepositoryId
Repository
IssueId
Primary key
PackageId
CheckId
Link to Check table
RAGValue
RAG Value
FixResources
Fix Resources available for this issue
EffortCB
Effort for ChangeBASE to fix
EffortManual
Effort if manually fixed
EffortMax
Maximum effort
NextSteps
Next steps text
Category
Category
IssueState
Column Name
Description
RepositoryId
Repository
IssueId
Link to issue table
PlatformId
Link to platform table
State
0=current issue, 1=auto fixed, 2=check excluded, 4=issue

override, 8=OS Exclusion
RAGType
Column Name
Description
Key
RAG type key
Value
RAG type value
PhaseType
Column Name
Description
Key
Phase type key
Value
Phase type value
Version
Column Name
Description
Value
Version number of ChangeBASE that built the database
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Creating Custom Reports

You can create your own custom reports using the predefined Queries listed under the Queries tab. You can
also create your own queries.
To create a custom report

1. Go to the Queries tab, select the query that contains the required fields, and then preview it by
clicking the Run button .
2. Once you have successfully previewed the query that you wish to use, go to the Reports tab Properties
at the bottom of the screen. If the word New is not already displayed, click the
button.
3. Give your report an appropriate Name and Description.

4. From the Query drop-down, select the query that you previewed earlier, for example All Applications.
5. Click the Save button
6. Click the Designer button
to open a separate Report Designer window.
7. Click
to drag a text label into the top panel and enter some header text, formatting it as required
using the tools at the top of the window. Anything in this top panel will be displayed on every page of
the report.
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8. For the report detail, go to the Field List on the right of the window, and drag the required fields into
the detail area.
NOTE: If you need to show all the instances of an application, or an aggregate, under the field(s) in the
detail area, right-click and select Insert Detail Report, followed by the required option.
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The associated Detail Report band is inserted. You then need to insert the required field(s) into the
Detail Report band.
9. If you wish to insert a footer into the report, to appear at the bottom of very page, drag the required
page control, text label and/or fields into the bottom area of the report.
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10. If you wish to preview the report, click the Preview button to verify that the results are as required.
NOTE: You need to click the Designer button to exit the preview.
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11. Once the report is as required, click Save
at the top of the Report Designer window.
12. Exit the Report Designer to return to ChangeBASE, where the report is now available from the
Reports tab.
If you need to edit the report in the future, simply click the Designer button
again.
Creating a Custom Report using the 'MaxRAG' field

To create a custom report showing RAG statuses, you would create a report incorporating the MaxRAG
field, as follows:
1. Go to the Queries tab, select the query that contains the required fields, and then preview it by
clicking the Run button . In this case, you might select the All Applications query.
2. Once you have successfully previewed the query that you wish to use, go to the Reports tab and click
the
button.
3. Give your report an appropriate Name and Description.

4. From the Query drop-down, select the query that you previewed earlier, for example All Applications.
5. Click the Save button
6. Click the Designer button
to open a separate Report Designer window.
7. Click
to drag a label into the top panel and enter some header text, formatting it as required using
the tools at the top of the window.
8. For the report detail, go to the Field List on the right of the window, and drag the required fields,
including the MaxRAG field, into the detail area.
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9. Insert a footer into the report if required.

10. Click the Preview window to verify that the results are as required.
11. It is possible to make the report more accessible by assigning conditions to particular fields, for example
by assigning the Green, Amber or Red color to the MaxRAG field when this field has a value of 0, 1 or 2,
respectively, as follows.
a. Click the arrow above the MaxRAG field to display the Label Tasks.
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b. Click ... in Formatting Rules, to bring up the Formatting Rules Editor, click Edit Rule Sheet,
and then click
to create a new rule.
c. Set the Background and Foreground Colors as required (for example, Green and Transparent
respectively), and give the rule a name.
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d. Set a condition by clicking ... in the Condition, to bring up the Condition Editor.
e. Enter the condition, for example the field MaxRAG must be equal to zero (Green) to display the
above color formatting.
f. Click OK and apply the rule by moving it across to the right hand pane. Then click OK again.
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g. Now, when you preview the report, the zero RAG statuses are displayed as Green.
h. Repeat from step b. above to create further rules for Amber and Red (where MaxRAG = 1 for
Amber and 2 for Red).
12. Save the report and exit Report Designer.
13. When you now run the report from ChangeBASE, it should show the relevant color in the far right
column for each application. Using the tools above the report, you can print, export, email it, and
upload it to a central location, as required.
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If you need to edit the report in the future, simply click the Designer button
again.
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Repackaging and Virtualization
This section covers Virtual Machine Configuration, and how you use the configured Virtual Machines for both
Repackaging and Virtualization.
Virtual Machine Configuration

CAUTION: Because the configuration procedures necessitate the removal of security from Virtual
Machines, it is recommended that you do not use the Virtual Machines for anything other than
Repackaging and/or Virtualization within ChangeBASE.
This section covers two possible scenarios:
l The use of a Virtual Machine primarily for Repackaging - refer to Configuration of Guest Machine to be
used primarily for Repackaging and, optionally, Virtualization.
l The use of a Virtual Machine purely for Virtualization - refer to Configuration of Guest Machine to be
used for Virtualization only. This procedure allows all the required Windows updates to be carried out
prior to the removal of security from the Virtual Machine.
NOTE: If you are using VMware ESX Server for Repackaging or Virtualization, and you do not wish the user
logging into ESX to be assigned the Administrator role, you should create a new role for which the
following are checked as a minimum on the Virtual Centre Server or ESX Server: Virtual Machine >
Guest Operations, Virtual Machine > Interaction (including Power On/Off), and Virtual Machine >
Snapshot Management. Then assign that role to the user logging into ESX.
Configuration of Guest Machine to be used primarily

for Repackaging and, optionally, Virtualization
Proceed as follows for each guest Virtual Machine that is to be used for ChangeBASE Repackaging, and,
optionally, Virtualization, in order to enable uninterrupted conversion.
1. Ensure that the Virtual Machine meets the requirements specified in Virtual Machines, in particular
that both .NET Framework 3.5 SP1 and .NET Framework 4 or later (Full Version) are installed (for
Windows 7 and 8, .NET Framework 3.5 SP1 must have been installed using turn Windows features on or
off in the Control Panel).
2. Assign administration rights to the user account inside the Virtual Machine.
3. Install any core packages (for example, WinZip, Microsoft Office).
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4. Where applications require middleware, ensure that this has been installed (for example,
Microsoft.NET, Java runtime, Oracle client).
5. Install VMware Tools for VMware-based Virtual Machines, or Hyper-V Integration Services for Microsoft
Hyper-V-based Virtual Machines.
6. Go to Hypervisor Setup in ChangeBASE, to set up the Hypervisor.
7. Disable all third party antivirus software and updates on the Virtual Machine. Ensure that Microsoft
Security Essentials has been removed, if present.
8. If running Windows 8 or above for Virtualization, ensure that Windows Defender is turned off.
9. Ensure that the default Web browser is launched at least once on the machine, and that any initial popup queries are answered so that they do not reappear.
10. Ensure that any synchronization elements are turned off (for example, Offline folders).
11. Stop any deployment services such as SCCM.
12. CBVMTools deactivates for you most of the remaining features that are likely to interrupt the
conversion process. If you wish to proceed, copy the CBVMTools Setup.msi installer (which is located
under .\Resources\CB VM Tools\ on the ChangeBASE server, for example in C:\Program Files (x86)
\Dell\ChangeBASE\Resources\CB VM Tools\), to the guest Virtual Machine.
13. Run CBVMTools Setup.msi to start the installation process. The installer lists each feature in turn that
it will deactivate, and allows you to accept or reject each deactivation, before actually carrying out the
installation. Click Entire feature will be installed on local hard drive next to VM Settings, for
CBVMTools to deactivate all the features listed, indicated by a
against each feature. To stop it
deactivating a particular feature, select Entire feature will be unavailable next to it, in order to
display a .
IMPORTANT: If you feel unable to proceed with any of the deactivations owing to your corporate policy,
then you can turn things off manually by starting from the step below entitled Ensure that the
Windows firewall is disabled.
14. CBVMTools prompts you to reboot once installation is complete, and you need to do this.
15. You will now find CBVMTools running in the system tray. Double-click it, or right-click and select View
Log, to open the log. You can also exit CBVMTools if required.
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16. Ensure that the CBVMTools log window is closed (if you opened it).
17. Remove CBVMTools Setup.msi from the Virtual Machine.
18. If you have run CBVMTools with all the options selected by a
, then go straight to Ensure that you
can ping the host from the guest Virtual Machine. Otherwise, proceed from the next step and carry
out any steps that you opted not to allow CBVMTools to carry out for you, as and when your corporate
policy allows.
19. Ensure that the Windows firewall is disabled.
20. If running Windows 7, ensure that Windows Defender is turned off.
21. Disable and switch off any Action Center messages.
22. Ensure that Windows updates are switched off.
23. Ensure that Windows Search is disabled.
24. Disable all third party firewall software and updates.
25. If Windows 7 or Windows 8 is running on the Virtual Machine to be used, ensure that the User Account
Control (UAC) Settings are switched off. For Windows 7, proceed as follows:
a. Click on the Windows Start button, and type UAC into the Search programs and files box, and
press [Return].
b. Drag the slider control down to Never notify and click OK.
26. Disable the Program Compatibility Assistant (PCA), as follows:
a. Click the Windows Start button, and select Control Panel.
b. Double-click Administrative Tools.
c. Double-click Services, to display the available Services.
d. Scroll down and select Program Compatibility Assistant Service.
e. Right-click and select Stop.
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f. Right-click and select Properties.

g. Change the Startup type to Disabled.
27. For a Windows XP Virtual Machine running Hyper-V, make the following changes:
a. Navigate to Start > Control Panel > Administrative Tools > Local Security Policy.
b. Navigate to Security Settings\Local Policies\Security Options.
c. Open the policy Network Access : Let Everyone permissions apply to anonymous users. Set it
to Enabled.
d. Open the policy DCOM: Machine Access Restrictions Then clickEdit Security. Add
ANONYMOUS LOGON; Everyone; INTERACTIVE; NETWORK; SYSTEM. Set Allow for both Local
Access and Remote Access for all the above groups.
e. Open the policy DCOM: Machine Access Restrictions Then clickEdit Security. Add
28. For a Windows XP Virtual Machine, do the following, regardless of the Virtualization Technology:
a. Open the policy User Account Control: Run all administrators in Admin Approval Mode. Set it
to Disabled.
29. For a Windows 8 Virtual Machine running Hyper-V, make the following changes:
a. Type secpol.msc on the start screen and press Enter.
c. Open the policy User Account Control: Run all administrators in Admin Approval Mode. Set it
to Disabled.
30. Ensure that you can ping the host from the guest Virtual Machine.
31. Ensure that you can ping the guest Virtual Machine from the machine running the ChangeBASE client.
32. Log on with a user account which has a password set (blank passwords are not supported). It is
recommended that a local account is used.
33. If you are using VMware Workstation (with shared VMs)and the networking is set to either NAT or Hostonly, then, in the Virtual Network Editor, ensure that the Default DHCP Lease Time is set to 8 hours
and 30 minutes, and that the Maximum Lease Time is set to 9 hours.
34. Take a Snapshot of the Virtual Machine while it is logged on, indicating the purpose of this Snapshot, for
example Repackaging. Make a note of the Snapshot name, and ensure that no other Snapshot exists
with the same name.
35. Go to Virtual Machine Setup to set up the guest Virtual Machine in ChangeBASE, and associate it with
the above Snapshot Name and the Conversion Technology (in this case, Repackaging).
36. If you are also going to be using the Virtual Machine for Virtualization, then:
a. Install the required Virtual Machine technology, starting from Virtualization Technology Setup.
You will take a Snapshot as part of this setup. Make a note of the Snapshot name, and ensure
that no other Snapshot exists with the same name.
IMPORTANT: If you need to install Windows updates during this technology setup, then you will
need to turn updates back on again temporarily on the Virtual Machine. Following the setup, you
will need to ensure that the Virtual Machine is powered on again, with Windows updates turned
off.
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b. Go to Under List of defined snapshots, click New. in Virtual Machine Setup to add the new
Snapshot to the guest Virtual Machine, associating it with the additional Conversion Technology
(for example Microsoft App-V 5.0).
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Configuration of Guest Machine to be used for

Virtualization only
Proceed as follows for each guest Virtual Machine that is to be used solely for ChangeBASE Virtualization, in
order to enable uninterrupted sequencing.
1. Ensure that the Virtual Machine meets the requirements specified in Virtual Machines, in particular
that both .NET Framework 3.5 SP1 and .NET Framework 4 or later (Full Version) are installed (for
Windows 7 and 8, .NET Framework 3.5 SP1 must have been installed using turn Windows features on or
off in the Control Panel).
2. Assign administration rights to the user account inside the Virtual Machine.
3. Install any core packages (for example, WinZip, Microsoft Office).
4. Where applications require middleware, ensure that this has been installed (for example,
Microsoft.NET, Java runtime, Oracle client).
5. Install VMware Tools for VMware-based Virtual Machines, or Hyper-V Integration Services for Microsoft
Hyper-V-based Virtual Machines.
6. Go to Hypervisor Setup in ChangeBASE, to set up the Hypervisor.
7. Install the required Virtual Machine technology, starting from Virtualization Technology Setup.
NOTE: The taking of Snapshots at this stage is optional, as you will be taking the Snapshot to be specified
in ChangeBASE at the end of this procedure, following the removal of security from the Virtual Machine
in the following steps.
8. Disable all third party antivirus software and updates on the Virtual Machine. Ensure that Microsoft
Security Essentials has been removed, if present.
9. If running Windows 8 or above for Virtualization, ensure that Windows Defender is turned off.
10. Ensure that the default Web browser is launched at least once on the machine, and that any initial popup queries are answered so that they do not reappear.
11. Ensure that any synchronization elements are turned off (for example, Offline folders).
12. Stop any deployment services such as SCCM.
13. CBVMTools deactivates for you most of the remaining features that are likely to interrupt the
conversion process. If you wish to proceed, copy the CBVMTools Setup.msi installer (which is located
under .\Resources\CB VM Tools\ on the ChangeBASE server, for example in C:\Program Files (x86)
\Dell\ChangeBASE\Resources\CB VM Tools\), to the guest Virtual Machine.
14. Run CBVMTools Setup.msi to start the installation process. The installer lists each feature in turn that
it will deactivate, and allows you to accept or reject each deactivation, before actually carrying out the
installation. Click Entire feature will be installed on local hard drive next to VM Settings, for
CBVMTools to deactivate all the features listed, indicated by a
against each feature. To stop it
deactivating a particular feature, select Entire feature will be unavailable next to it, in order to
display a .
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IMPORTANT: If you feel unable to proceed with any of the deactivations owing to your corporate policy,
then you can turn things off manually by starting from the step below entitled Ensure that the
Windows firewall is disabled.
15. CBVMTools prompts you to reboot once installation is complete, and you need to do this.
16. You will now find CBVMTools running in the system tray. Double-click it, or right-click and select View
Log, to open the log. You can also exit CBVMTools if required.
17. Ensure that the CBVMTools log window is closed (if you opened it).
18. Remove CBVMTools Setup.msi from the Virtual Machine.
19. If you have run CBVMTools with all the options selected by a
, then go straight to Ensure that you
can ping the host from the guest Virtual Machine. Otherwise, proceed from the next step and carry
out any steps that you opted not to allow CBVMTools to carry out for you, as and when your corporate
policy allows.
20. Ensure that the Windows firewall is disabled.
21. If running Windows 7, ensure that Windows Defender is turned off.
22. Disable and switch off any Action Center messages.
23. Ensure that Windows updates are switched off.
24. Ensure that Windows Search is disabled.
25. Disable all third party firewall software and updates.
26. If Windows 7 or Windows 8 is running on the Virtual Machine to be used, ensure that the User Account
Control (UAC) Settings are switched off. For Windows 7, proceed as follows:
a. Click on the Windows Start button, and type UAC into the Search programs and files box, and
press [Return].
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b. Drag the slider control down to Never notify and click OK.
27. Disable the Program Compatibility Assistant (PCA), as follows:
a. Click the Windows Start button, and select Control Panel.
b. Double-click Administrative Tools.
c. Double-click Services, to display the available Services.
d. Scroll down and select Program Compatibility Assistant Service.
e. Right-click and select Stop.
f. Right-click and select Properties.
g. Change the Startup type to Disabled.
28. For a Windows XP Virtual Machine running Hyper-V, make the following changes:
a. Navigate to Start > Control Panel > Administrative Tools > Local Security Policy.
c. Open the policy Network Access : Let Everyone permissions apply to anonymous users. Set it
to Enabled.
d. Open the policy DCOM: Machine Access Restrictions Then clickEdit Security. Add
e. Open the policy DCOM: Machine Access Restrictions Then clickEdit Security. Add
29. For a Windows XP Virtual Machine, do the following, regardless of the Virtualization Technology:
a. Open the policy User Account Control: Run all administrators in Admin Approval Mode. Set it
to Disabled.
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30. For a Windows 8 Virtual Machine running Hyper-V, make the following changes:
a. Type secpol.msc on the start screen and press Enter.
c. Open the policy User Account Control: Run all administrators in Admin Approval Mode. Set it
to Disabled.
31. Ensure that you can ping the host from the guest Virtual Machine.
32. Ensure that you can ping the guest Virtual Machine from the machine running the ChangeBASE client.
33. Log on with a user account which has a password set (blank passwords are not supported). It is
recommended that a local account is used.
34. If you are using VMware Workstation (with shared VMs)and the networking is set to either NAT or Hostonly, then, in the Virtual Network Editor, ensure that the Default DHCP Lease Time is set to 8 hours
and 30 minutes, and that the Maximum Lease Time is set to 9 hours.
35. Take a Snapshot of the Virtual Machine while it is logged on, indicating the purpose of this Snapshot, for
example , Microsoft App-V 5.0. Make a note of the Snapshot name, and ensure that no other Snapshot
exists with the same name.
36. Go to Virtual Machine Setup to set up the guest Virtual Machine in ChangeBASE, and associate it with
the above Snapshot Name and the Conversion Technology (for example, Microsoft App-V 5.0).
Repackaging
File formats that cannot be read directly by ChangeBASE must be repackaged. In this scenario a pre-configured
Virtual Machine will be controlled by ChangeBASE. The software being imported will be installed on the Virtual
Machine while ChangeBASE monitors the changes which occur during the installation. These changes will be
used to create an MSI.
The MSIs produced as part of this process are suitable for installation, in most cases, depending on their
complexity and quality.
Typically, the following file types would be repackaged as MSIs using a Virtual Machine:
l Executable installation (EXE)
l VBScript (VBS)
l Batch file (BAT)
l Command file (CMD)
Repackaging Filters
When the Virtual Machine is monitored by ChangeBASE during an import there will be changes made to the file
system and registry by both the installation routine and by other processes which are not related to the
installation routine. The changes made by other processes are known as noise. It is important that this noise
is not captured by ChangeBASE, so filters have been developed which define files/folders/registry that can
safely be ignored during an import.
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In most cases the default values in the filters will not need modifying. However, if you notice that unwanted
noise is being captured in the MSIs that ChangeBASE produces, you can modify the Repackaging filters. To do
so, you can modify %ProgramData%\ChangeBASE\ConverterTools\Repackaging\RepackagingFilters.xml.
Default MSI Template

When repackaging, ChangeBASE creates an MSI based on a default MSI template called Template.msi. This is
found in folder %ProgramData%\ChangeBASE\ConverterTools\Repackaging. You can change the template as
required (although you are advised to take a copy before proceeding).
To change the logos used in the template (for example)

1. Create two new images to replace those in the template (either open the existing images from the
template and select Save As, or create them from scratch):
a. The main graphic to be used on the Welcome Screen, at size 493 x 312 pixels. Only the left-hand
portion (blue in the example below)should be edited. Leave the rest white.
b. The subsidiary graphic used at the top of the remaining dialogs, at size 493 x 312 pixels.
Remember that there will be left-aligned black text superimposed over this image.
TIP: Save the images as 256 color bitmaps if possible, to safeguard quality while keeping size to a
minimum. Keep the names meaningful so that you can distinguish between the two images that
you create.
2. Using either Orca or InstEd, open an MSI with which you wish to use the new template, and go to the
Binary table.
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3. Click in the Data field for WixUI_Bmp_Dialog and select the replacement for the main graphic that
you created.
4. Click in the Data field for WixUI_Bmp_Banner and select the replacement for the subsidiary graphic
that you created.
5. Save the MSI.
The Repackaging Process

Proceed, as follows:
1. For each Virtual Machine that you are going to use, ensure that you have followed the procedure in
Virtual Machine Configuration, including the running of CBVMTools.
2. Ensure that you have set up the required Virtual Machines, in accordance with Virtual Machine Setup,
and that you have associated each one with the Conversion Technology of Repackaging), and the
appropriate Snapshot Name, (typically, the one created after the running of CBVMTools), and with a
Working Path to which to write the output.
3. If you have several possible Repackaging configurations, select the default configuration via
Repackaging Options.
4. Ensure that the Virtual Machine(s) to be used for Repackaging is powered on.
5. Select the files to be repackaged in the Import Options and click Import.
6. In the Applications Options, check the file(s) to be repackaged, and select Convert > Repackage.
NOTE: The imported files appear with gray RAG statuses because, being in a non-MSI state, they cannot
yet be assessed against the checks in ChangeBASE.
7. The file(s) appears under the Setup tab on the Convert screen.
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8. If you have several files under the Setup tab, and they are ready to be repackaged in accordance with
the defaults referred to in the earlier steps, and without the addition of any prerequisites, then you
can repackage them all simultaneously by selecting Convert > All. Then move to Switch to the
Progress tab. However, if you wish to repackage files selectively, proceed from the next step.
9. Highlight the file to be repackaged.
10. In the Technology drop-down, ensure that Repackaging is selected.
11. In the Operating System drop-down, select either Windows XP or Windows 7 if you use the built-in
ChangeBASE Repackaging technology or any desired platform available in the drop down box if you use
the MSI Studio repackaging technology.
12. In the Architecture drop-down, ensure that 32-bit (x86) is selected.
13. The Defined VMs field shows the number of Virtual Machines set up in Virtual Machine Setup that are
available for the technology you selected above. Verify that at least one is available.
14. If you wish to configure the process manually, check Manual Configuration, and enter the
Configuration Timeout (seconds).
15. If you wish to use a specific Hypervisor or Virtual Machine - for example, if you have more than one
Defined VM - check Specific Hypervisor or VM, and select the required Hypervisor and Virtual
Machine from the associated drop-downs.
on the far right of the screen to open the Applications pane. Then drag from there, under the
16. Click
Prerequisites and Packages tab, any applications that need to be installed on the Virtual Machine prior
to conversion. Each dragged application creates a new row.
NOTE: You can change the Order of these prerequisites by dragging the rows under the Prerequisites
and Packages tab up and down. Click
to close the the Applications pane again.
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17. Against Arguments, enter the arguments to be used, for example /S for a silent installation. Where
available, click Detect to automatically enter any arguments linked to the application.
18. If the package that you wish to capture has source files that are external to the installer, then checking
the Copy External Media Files option will copy to the Virtual Machine all the files in the folder in which
the package resides.
CAUTION: Be careful when checking this option if your packages are all contained within
the same folder, as this could result in ChangeBASE copying a large set of files to the
Virtual Machine unnecessarily.
19. Under Transforms, remove any that are not required and change the order as needed.
20. Provided that you have the indication to go ahead, indicated by the
icon, ensure that the
application to be converted is highlighted, and select Convert > Selected at the top of the screen.
21. Switch to the Progress tab.
NOTE: The capture process on the Virtual Machine works by monitoring the installer process for the
duration that the legacy file runs.
The progress of the capture in ChangeBASE is indicated in the right hand pane of the Progress tab.
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The Virtual Machine captures each package that it can and creates an MSI for each where possible.
The template MSIs are created in the Working Path that you selected in Virtual Machine Setup.
To complete the cycle, the resultant MSIs are copied to the Package Source associated with the CSV file
or SCCM source (refer to Package Source Name), from where they are automatically pre-loaded for
import and assessment.
TIP: To remove old jobs from the Progress tab, use the Filter Editor by right-clicking in the Conversion
Status column.
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The available Conversion Status numbers are as follows:

l
None=0
Deleted=1
Queued=2
Loading=3
Loaded=4
LoadFailed=5
LoadedNotAssessed=6
So, for example, to remove any unsuccessful jobs from the tab, set Conversion Status to Does
not equal 5.
To clear the filter, either right-click in the Conversion Status column and select Clear Filter, or clear
the box in the bottom left hand corner of the screen.
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Repackaging Troubleshooting
When a legacy package fails to import, check the log by right-clicking on the package and selecting View Log.
Then proceed according to the error:
The Capture Process terminates before the Installation has completed
The Capture Process terminates before the Installation

has completed
Symptoms: After clicking Convert, the Virtual Machine starts the capture but no content is captured.
1. Create a batch file in the same folder as the installer file.
2. The first line of the batch file should call the installer file (e.g. setup.exe).
3. The second line should contain the word pause. This will pause the conversion process once the
installer has completed.
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4. Once the .bat file has been pre-loaded into ChangeBASE, convert it by following the The
Repackaging Process.
5. Monitor the Virtual Machine as ChangeBASE imports the installer.

Symptoms: When you view the MSI created by ChangeBASE, the File table is empty.
1. Ensure that the installer does install files. It is just possible that the installer is launching a process
which is not part of the same process tree, thereby preventing ChangeBASE from capturing any
installed files.
2. Create a batch file as shown in The Capture Process terminates before the Installation has
completed.

Some application installers request that a Windows reboot is performed to complete the installation process. If
a machine reboots while ChangeBASE is monitoring an installer for repackaging as an MSI, then the process will
be disrupted and information will be lost. This will cause the Repackaging process to fail.
The best way to proceed with applications like this is to manually proceed the application through the
installation process within the Virtual Machine, and then decline the reboot when the installer requests one.
You may encounter some application installers that demand a reboot operation without even prompting for
one. These are quite rare, but again this will disrupt the Repackaging process.

If your session ends unexpectedly, please take a screenshot and log the error via the self-service portal at
https://support.quest.com. in addition to the screenshot, you may be asked to supply a detailed report on the
actions taken prior to the issue, and the ChangeBASE logs in the following hidden directory:
%ProgramData%\ChangeBASE.
Support may also request a copy of the MSI(s) in question in order to identify the issue.
Virtualization
An MSI package or EXE can be directly converted within ChangeBASE into a virtual package, using Virtual
Machines set up as in Virtual Machine Setup.
The supported Virtualization Technologies are as follows:
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l MicrosoftApp-V4.6SP1,5.0SP1/2/3and5.1
l VMwareThinApp4.6
l SymantecWorkspaceVirtualization6.1
Virtualization Technology Setup


Proceed as follows:
1. Install Symantec Workspace Virtualization Admin (Client) 6.1 SP6/SP7.
2. Install Symantec Wise Composer.
3. Reboot the machine if prompted.
4. Ensure there are no unnecessary packages running on the Virtual Machine that may be updating files
(for example, Windows Desktop Search).
5. Leave the machine idle for around 10 minutes. This will create a better session as most of the locks will
be cleared by that point.
6. Take a Snapshot of the Virtual Machine while it is running.
7. Shut down the Virtual Machine (Start > Shutdown) or simply power it off.

Proceed as follows:
1. For App-V 4.6 SP1 only, shut down the Virtual Machine and add a new hard disk. Start up the Virtual
Machine and create a new partition. Assign this partition the drive letter you will use for the mount
point in the sequenced packages.
2. Install the relevant version of the Sequencer. The 5.0 and 5.1 Sequencers require the prior installation
of Microsoft.NET Framework 4.0 Full and PowerShell 3.0. The latter is automatically installed with
Windows 8 and Windows Server 2012. Alternatively, you can download it from
3. Ensure that you install ALL Windows Updates, including those for .Net Framework.
NOTE: You may need to reboot and check for additional updates multiple times. Failure to do so will
result in the inability of the automatic clicker to click on the required controls in the App-V Sequencer.
CAUTION: The option to launch the Sequencer is checked by default in the installer. You need to
ensure that you uncheck this so that the Sequencer is not launched automatically on the Virtual
Machine after installation.
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4. Ensure that there are no unnecessary applications running on the Virtual Machine that may be updating
files (for example, Windows Desktop Search).

Proceed as follows:
1. Install VMware ThinApp 4.6.1.
2. Reboot the machine if prompted.
3. Open a command prompt as administrator, and run the following command:
"C:\Program Files\VMware\VMware ThinApp\Snapshot.exe"
C:\Start.Snapshot
4. When the Snapshot has been taken, close the command prompt.
5. Ensure that there are no unnecessary packages running on the Virtual Machine that may be updating
files (for example, Windows Desktop Search).
The Virtualization Process

Proceed as follows:
1. Ensure that, in the Applications Options and/or Checks Options, the application(s) to be virtualized
has no major compatibility issues with regard to the Virtualization technology that you are going to use,
and the target Operating System. Therefore, it is advisable to fix or override all the issues that you can.
CAUTION: ChangeBASE will not prevent the Virtualization of packages with Amber or Red issues,
but you should be aware that, if any of these issues are major, then they may halt the
Virtualization process.
2. For each Virtual Machine that you are going to use, ensure that you have followed the procedure in
Virtual Machine Configuration, including the running of CBVMTools.
3. Ensure that you have set up the required Virtual Machines, in accordance with Virtual Machine Setup,
and that you have associated each one with the required Conversion Technology and the appropriate
Snapshot Name, (typically, the one created after the running of CBVMTools), and with a Working Path
to which to write the output.
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4. If you have several possible Virtualization configurations, select the default configuration via
Virtualization Options.
5. Ensure that the Virtual Machine(s) to be used for Virtualization is powered on.
6. Select the applications to be virtualized in the Import Options and click Import.
7. In the Applications Options, check the application(s) to be virtualized, and select Convert >
Virtualize.
8. The application(s) appears under the Setup tab on the Convert screen.
9. If you have several applications under the Setup tab, and they are ready to be virtualized in accordance
with the defaults referred to in the earlier steps, and without the addition of any prerequisites, then
you can virtualize them all simultaneously by selecting Convert > All. Then move to Switch to the
Progress tab. However, if you wish to virtualize applications selectively, proceed from the next step.
10. Highlight the application to be virtualized.
11. In the Technology drop-down, ensure that the required Conversion Technology (other than
Repackaging)is selected.
12. In the Operating System drop-down, select the Operating System of the Virtual Machine.
13. In the Architecture drop-down, select either 32-bit (x86) or 64-bit (x64).
14. The Defined VMs field shows the number of Virtual Machines set up in Virtual Machine Setup that are
available for the technology you selected above. Verify that at least one is available.
15. If you wish to configure the process manually, check Manual Configuration, and enter the
Configuration Timeout (seconds).
16. If you wish to use a specific Hypervisor or Virtual Machine - for example, if you have more than one
Defined VM - check Specific Hypervisor or VM, and select the required Hypervisor and Virtual
Machine from the associated drop-downs.
on the far right of the screen to open the Applications pane. Then drag from there, under the
17. Click
Prerequisites and Packages tab, any applications that need to be installed on the Virtual Machine prior
to conversion. Each dragged application creates a new row.
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NOTE: You can change the Order of these prerequisites by dragging the rows under the Prerequisites
and Packages tab up and down. Click
to close the the Applications pane again.
18. Against Arguments, enter the arguments to be used, for example /S for a silent installation. Where
available, click Detect to automatically enter any arguments linked to the application.
19. If the package that you wish to capture has source files that are external to the installer, then checking
the Copy External Media Files option will copy to the Virtual Machine all the files in the folder in which
the package resides.
CAUTION: Be careful when checking this option if your packages are all contained within
the same folder, as this could result in ChangeBASE copying a large set of files to the
Virtual Machine unnecessarily.
20. Under Transforms, remove any that are not required and change the order as needed.
21. Provided that you have the indication to go ahead, indicated by the
icon, ensure that the
application to be converted is highlighted, and select Convert > Selected at the top of the screen.
22. Switch to the Progress tab.
NOTE: The sequencing process can be viewed on the Virtual Machine.
The progress of the sequencing in ChangeBASE is indicated in the right hand pane of the Progress tab.
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Once sequencing is complete, the virtualized applications are transferred to the Working Path that
you selected in Virtual Machine Setup.
TIP: To remove old jobs from the Progress tab, use the Filter Editor by right-clicking in the Conversion
Status column.
The available Conversion Status numbers are as follows:

l
None=0
Deleted=1
Queued=2
Loading=3
Loaded=4
LoadFailed=5
LoadedNotAssessed=6
So, for example, to remove any unsuccessful jobs from the tab, set Conversion Status to Does
not equal 5.
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To clear the filter, either right-click in the Conversion Status column and select Clear Filter, or clear
the box in the bottom left hand corner of the screen.
Performance Issues and Optimization

Create a separate output folder for each Virtualization tool and ensure that there are no duplicate packages in
the output folders.
Should you notice unusual growth in disk space utilization, you can safely delete the contents of the
Packages folder within the Working Directory and any folders directly in the Working Directory that are
denoted with a GUID.
Keep the number of Virtual Machine Snapshots to a minimum, as the Virtual Machine disks can easily become
fragmented. If you have accrued a large number of Snapshots, delete all previous unnecessary Snapshots and
run the appropriate defragmentation tool.
Troubleshooting Virtualization
Question: Why does the App-V 5.0 Sequencer show warnings as follows?
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Answer: When ChangeBASE controls the App-V 5.0 sequencer you will always see the warning Other
applications are running because the ChangeBASE controller application is detected by the Sequencer.
However, any other warnings, such as Windows Defender is active, should be addressed by updating your
Virtual Machine to resolve the issue.
Question: Why can Inot see the Convert option?
Answer: Ensure that you have a valid license for the ChangeBASE Virtualization functionality.
Question: Why does ChangeBASE not start my Virtual Machine?
Answer: Check your Virtual Machine Configuration and Virtual Machine Setup.
Question: Why does my conversion to ThinApp fail?
Answer: Check the Internet Explorer settings on the Virtual Machine. Select the Security tab, click on Custom
Level, go to the Miscellaneous section, and ensure that "Launching packages and unsafe files" is enabled:
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13
Web Capture
This chapter covers the installation and use of the Web Capture utility.
IMPORTANT: If you are going to be using ChangeBASE to import the captured Web data, then you need to
ensure that:
l You have specified the required browser platform(s) in Platform Setup.
l You have set up a Web Capture Package Source Type, with the Package Source being a network share
that can be accessed by both the ChangeBASE service and the Web Capture utility. So if, for example,
the Web Capture utility writes to \\servername\webdata, then the Package Source should also look in
that folder.
l You point the Export Location for Data Files specified in Web Capture Settings to this same network
share. This will then mean that all new data captured in the Web Capture sessions is automatically
imported into ChangeBASE and simultaneously assessed against the browser platform(s) specified.
Web Capture Installation

You can install the Web Capture utility on a ChangeBASE client, the ChangeBASE server, or on its own
dedicated server.
NOTE: If you are going to be installing the utility on its own dedicated server, then the requirements for
this machine are the same as for Minimum Client Requirements.
To install ChangeBASEWeb Capture
1. Run the installation MSI - ChangeBASE_Web_Capture.msi - and click Next. Local Administrative
privileges are required.
3. Change the location of the installation as required, using the Browse button, before clicking Next.
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Web Capture Settings

To open the program
1. Select Dell > ChangeBASE > Web Capture.
2. Before capturing any data, click on the Settings tab and configure the required fields.
Table 8: Web Capture Settings
Field
Description
Export Location for

Data Files
Either browse to the folder into which you want your data sessions to be captured,
or enter the required network path.
If you are going to be using ChangeBASE to import the captured Web data, then
you need to point this field to a network share that can be accessed by both the
ChangeBASE service and the Web Capture utility. So, if for example, the Export
Location is given as \\servername\webdata, then the Web Capture Package
Source should also look in that folder.
Web Crawler URL

Count Threshold
This field controls how many URLs will be clicked by the Web Crawler. The
default limit is 500. However, if you are importing large Websites, you are advised
to keep well below this limit - otherwise, the performance of ChangeBASE Web
Capture may be adversely affected.
Web Crawler Time

Limit (Minutes)
This field controls how long the Web Crawler will spend capturing Web data on
each Website. By default, this is set to zero, which means an unlimited amount
of time. You may therefore want to set a specific number of minutes.
Maximum Crawl
Depth
This field determines the number of levels of URL that will be crawled in a Web
application. By default, this is set to one thousand.
Domain Filter
If set to URL Domain & Associated Sub-Domains, then this filter allows unlimited
Web crawling throughout the URL domain and sub-domains.
If set to URL Sub Domain Only, then no further sub-domains of the URL will be
crawled. For example, if http://www.amazon.co.uk is to be crawled, then only
this, and not sub-domains such as http://services.amazon.co.uk, will be crawled.
Directed Web Capture Filters

This option allows you to prevent data from particular URLs from being captured via Directed Web Capture (by
blacklisting them), and to ensure that data from particular URLs is included (by whitelisting them).
To configure the settings

1. Click
to create a new filter row.
2. Enter a URL in the Filter column, and make the necessary selections in the Include and/or Exact box, as
per the following examples:
l If you enter a string in the Filter column and do not check either Include or Exact, then
Directed Web Capture will blacklist any URL that starts with the entered string (for example,
http://www.bbc.co.uk/news without any additional filters will exclude the entire BBC news
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Website).
l If you enter a string in the Filter column and check Exact, Directed Web Capture will exclude
any URL that is an exact match for the entered string (for example,
http://www.bbc.co.uk/news/10284448/ticker.sjson will exclude only the BBC News ticker
feed and not the wider BBC).
l If you enter a string in the Filter column and check Include, but not Exact, Directed Web
Capture will include only URLs that start with the entered string (for example,
http://www.bbc.co.uk/weather will include only the BBC weather site and exclude
everything else).
l If you enter a string in the Filter column and check both Include and Exact, Directed Web
Capture will include only that exact URL (for example, http://www.bbc.co.uk/radio4 will
include only the BBC Radio 4 main page and exclude everything else).
3. Click Save.
Web Crawler
IMPORTANT: The Web Crawler utility is designed to capture Web applications for assessment, rather
than large commercial Websites, and so it is advisable to keep to the limits in Web Capture Settings.
Otherwise, the performance of the utility may be adversely affected.
To open the Web Crawler

1. Select Dell > ChangeBASE >Web Capture. The Web Crawler utility is displayed by default.
To add a Web application for capture:

1. Click
in the Web Applications panel to create a new row.
2. Check Auto Logon if you wish to you to use Forms-based Authentication.
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CAUTION: When using Auto Logon, it is highly recommended that you use an account specifically
created for the purposes of testing. This is to avoid a situation whereby a link is automatically
followed that could cause information in a live environment to be deleted or modified. Ideally,
this account should not have high levels of authority, thereby minimizing the risk.
Refer also to HTTP Authentication.
3. Enter a Name for the captured application.
4. Enter the URL of the application to be captured.
5. If you checked Auto Logon, go to the Auto Logon Settings panel and set up and link the Forms-based
Authentication as shown immediately below. Otherwise, go straight to Click Start to begin capturing
data.
a. Click
in the Auto Logon Settings panel.
b. In the Auto Logon Description field, enter a name that can be used to identify this group of
settings. It must contain only alphanumeric characters, spaces, hyphens and underscores.
c. In the Logon URL field, enter the URL of the sign-in page where Forms Authentication
is required.
d. Click
to load the Logon URL into the browser window. The URL is disabled while the page
is being loaded.
Figure 15: Configuring Auto Logon Settings
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e. Set the Heartbeat URL field to a page that can be reached by the import process once it has
been authenticated against the application.
f. To allow the Web crawler to distinguish heartbeat pages from pages that can be accessible by
guests before they are authenticated, a unique string must be configured in the Heartbeat
Unique Text field. This unique string could, for example, be the full name of the user shown
following logon. The string should not be shown by the application prior to authentication of the
import process, as this may give a false positive.
IMPORTANT: The heartbeat string will be matched against the HTML source for the heartbeat
page. It is therefore important to ensure that the string which is visible on the page is also
searchable in the page source. Otherwise, it will not be possible for the Auto Logon crawler to
match the heartbeat page. To check the page source, you can right-click on the browser window
and click View Source. To check that the unique string is searchable, simply search for the
unique string in this text.
NOTE: Once a request to navigate to a page has been initiated by clicking
, the Browser
Status box shows the status of the browser. The main window shows the currently loaded logon
page. It is used to allow you to verify that the logon page has been successfully located and
loaded, and also to select the logon controls in the next step.
g. A list of the available controls for the page is loaded into the Available Controls box on the
bottom right of the screen. Select a minimum of the following controls from the list, and in order
to move them to Selected Logon Controls, click the adjacent arrow
i. A text (input) box used to enter the username or email address.

ii. A text (input) or password box to enter the users password.
iii. The button or link that needs to be clicked by the user in order to initiate the
login request.
NOTE: To make the process easier for you, it is possible to click on the control to be selected in
the browser window above. If the control does not already exist in the list of Available Controls,
then the newly selected control will move to the top of this list. You can then click the adjacent
arrow
as above.
h. Click OK once your input is complete.

i. In the Web Applications panel, select the application to which the Auto Logon details are to be
linked, and then click Link to Application at the top of the Auto Logon Settings panel.
6. Click Start to begin capturing data.
If you specified Auto Logon for Forms-based Authentication, you are first prompted with the controls
that you set up in Auto Logon Settings.
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Enter the logon details requested.

Refer also to HTTP Authentication.
7. Click Stop to end the data capture.
The data captured appears in the Previously Captured Sessions panel, where the first part of the File
Name is the path specified in the Export Location for Data Files in Web Capture Settings. To show all
captures in the specified export location, ensure that Show All is checked.
8. Click Delete to remove highlighted sessions.
9. The Capture Log window shows the log file for the current capture session. If there is no current
session, then the log shown is for the highlighted previous session.
10. If the Export Location for Data Files points to a network share that can be accessed by the
ChangeBASEWeb CapturePackage Source, then the data automatically appears in the Import Window
as files that can be imported and assessed against the browsers specified in Platform Setup.
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HTTP Authentication
During an import, if a page or area of the Website being crawled is protected by HTTP Authentication, then the
following dialog will be shown:
Enter your username, password and/or any other details required for authentication, and click OK. If you click
Cancel, the import process is halted.
NOTE: To avoid confusion between sites using HTTP Authentication and Forms Authentication, the Auto
Logon configuration screen will block any requests for HTTP authentication and display the following
message.
Figure 16: Blocked Request for HTTP Authentication
In this situation, it is recommended that you do not configure Auto Logon settings for sites that only require
this type of authentication, because the logon screen will automatically be displayed for HTTP
authentication. However, if the site requires both types of authentication, then you will need to configure
the Auto Logon settings.
Troubleshooting the Web Crawler

Examine the Web Crawler Capture Log to see whether any of the following limits or checks have
resulted in errors.
Statistic
Description
Limits / Retries Allowed
Failed Forms
Authentication Logins
Incorrect credentials
were entered or the login
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Statistic
Description
Limits / Retries Allowed
page could not be

reached.
Failed HTTP
Authentication Login
Incorrect credentials
were entered for HTTP
authentication.
Failed Heartbeat URL

Check
The URL of the heartbeat

page could not be
reached.
Failed Heartbeat Unique

String Check
The Unique string

configured by the user
could not be found on the
heartbeat page.
Failed Download
A download failed to
complete successfully, for
example due to network
failure.
20
User Skipped Page
User requested to cancel

authentication when
prompted.
Crawler Skipped Page
The crawler skipped a

page due to it being
outside of the relevant
domain or having an
excluded MIME type.
Downloading Skipped Page
When downloading, it may

be necessary to skip a
page if its MIME type is
excluded. Downloads are
also skipped if a page
returns HTTP Status 204
(No Content).
If none of these appear in the log, but the log does not otherwise give you any indications as to any problems
you might be encountering, then you should relay the contents to Professional Services.
Directed Web Capture

The Web Crawler option is suitable for static Web data; however, it is advisable when capturing more dynamic
Web pages, for example your corporate Intranet site, to use Directed Web Capture.
NOTE: Data generated by scripts within the Web pages, such as data generated via Ajax, is not
captured.
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IMPORTANT: Directed Web Capture requires additional setup and needs to be integrated with third
party systems (for example, the corporate proxy server), so you should seek guidance from Professional
Services. It is advisable to use a test environment, and, within this environment, to install, wherever
possible, the version of the browser to which you wish to migrate. This will avoid the accumulation of
minor browser compatibility issues, for example issues relating to W3C and CSS Standards, and give you a
clear view of any major issues.
To use Directed Web Capture

1. Select Dell > ChangeBASE >Web Capture and click on the Directed Web Capture tab.
To capture dynamic Web data

1. Click Start.
2. You are prompted for the name of the file in which to store the data.
This name will automatically be appended to the Export Location for Data Files that you specified in
Web Capture Settings. Therefore, enter a string by which you will be able to recognize the
automatically generated file.
NOTE: You may be prompted to allow Directed Web Capture through your firewall. If so, select the
type of Websites (Private or Public) to which you want the utility to have access.
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3. Click Start to begin capturing data.

4. Refresh the web page that you wish to capture, to ensure that Web traffic is being generated.
5. Click Stop to end the data capture.
The data captured appears in the Previously Captured Sessions panel, where the first part of the File Name is
the path specified in the Export Location for Data Files in Web Capture Settings. To show all captures in the
specified export location, ensure that Show All is checked.
Click Delete to remove highlighted sessions.
The Capture Log window shows the log file for the current capture session. If there is no current session, then
the log shown is for the highlighted previous session.
If the Export Location for Data Files points to a network share that can be accessed by the ChangeBASEWeb
Capture Package Source, then the data automatically appears in the Import Window as files that can be
imported and assessed against the browsers specified in Platform Setup.
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About Dell
Dell listens to customers and delivers worldwide innovative technology, business solutions and services they
trust and value. For more information, visit www.software.dell.com.
Contacting Dell
Technical Support:
Online Support
Product Questions and Sales:
(800) 306-9329
Email:
info@software.dell.com
Technical support resources

Technical support is available to customers who have purchased Dell software with a valid maintenance
contract and to customers who have trial versions. To access the Support Portal, go to
http://software.dell.com/support/.
The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours
a day, 365 days a year. In addition, the portal provides direct access to product support engineers through an
online Service Request system.
The site enables you to:
l Create, update, and manage Service Requests (cases)
l View Knowledge Base articles
l Obtain product notifications
l Download software. For trial software, go to Trial Downloads.
l View how-to videos
l Engage in community discussions
l Chat with a support engineer
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ALL RIGHTS RESERVED.

ChangeBASE User Guide

Key Phases of a Migration Project

Features and Benefits

Before You Start...

ChangeBASE System Requirements

Local Database Setup

Remote Database Setup

Minimum Client Requirements

Minimum Requirements for Server Hosting ChangeBASE Service

Minimum Requirements for Server Hosting SQL Database

Minimum Requirements to Host on a Virtual Environment

Virtual Machines used for Repackaging (EXE/BAT/VBS/CMD)

Virtual Machines used for Virtualization

Recommended Configuration for Optimal Performance

Best Practice Setup using Active Directory

Installation of SQL Server Reporting Services

ChangeBASE Service Installation

Connecting to the ChangeBASE Service

Connecting to SQL Server

Attaching To Other ChangeBASE Servers

Aggregated Reporting Data

Unlicensed Number of Packages

Determining Assessment Groups

Example of Individual Check - Hard-Coded File References Scan

Package Source Type

Creating a CSV File from the CSV Template

Package Source Name

Configuring Required Settings

Virtual Machine Setup

Configuring New SCCM Server Access

Package Source Settings

Manage Users and Roles

Working with External Data Sources

Importing Pre-Loaded Files into ChangeBASE

Troubleshooting - Packages fail to Import

Application Compatibility Reports

Drilling Down into an Application

Viewing the Application in MSI Studio or the Package Source

Creating Composite Applications

Creating Application Dependencies

Creating Application Hierarchies

Creating Reporting Groups with Reporting Subgroups

Linking Applications to Reporting Subgroups

Creating Product Groups

Linking Applications to Product Groups

Customizing the Display

The Updates Screen

Checking the availability of and downloading updates

Browsing an Offline Update

Viewing Check Updates

Viewing Check Details

Selecting Check Updates

New Check Versions and Enable After Update

Applying and Scheduling Updates

Verifying Update Results

Cancelling or Rescheduling a Check Update

Update Features and Role Restrictions

Download and Proxy Settings

Auto Update Settings

Return to Results View

Exporting a Custom Check and Fix