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ChangeBASE 6.2.2 - User Guide

Introduction Before You Start... Installing ChangeBASE Configuring ChangeBASE The Pre-Loading of Packages into ChangeBASE Import Options Applications Options Checks Options Dependency and Conflict Checker Dashboard Reporting Repackaging and Virtualization Web Capture

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:
    1. 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

    1. Enter the License Key and then the Site Message, exactly as supplied by Dell.
  8. Click Create to:
    1. Verify, if you entered a License Key and Site Message, that the license information is valid.

    And

    1. 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.

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.

Package Source Settings

The Package Source tab allows you to specify additional sources for the import of packages.

To import packages

  • 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.

  • 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.
  • 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.
  • 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.

Managing Users and Roles

Manage Users and Roles

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.

To assign one or more existing users to a different role

  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.
  5. Select Save to preserve your changes.

  1. 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.
  1. Select Save to preserve your changes.

To create a new role

  1. Either:
    1. Select Role > New to create a new role with no existing permissions.

    Or

    1. 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.
  1. Enter an appropriate Name for the role.
  2. Enter an appropriate Description for the role.
  3. 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.
  4. Check and uncheck the individual permissions for the new role, as required.
  5. Select Save to preserve your changes.

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.
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