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.
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 SQL database or available from an .csv file, it can be linked to packages.
To create a link to external data
Click Refresh to execute the query.
The external data sources and the available content will be listed on the right side of the screen.
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.
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.)
Once the configuration is complete and the data links are established, you can make use of the data through:
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.
To add the external data fields, simply select the required field from those available in the Column chooser.
MSIs (Windows Installer files), and, provided that Auto Select Single Transforms remains selected in Import Settings, any associated Transform files (MSTs), are detected automatically in any sources that you set up (including SCCM) and are automatically pre-loaded into the Import Options. Once the files have been pre-loaded, they can then be selectively imported, whereupon they are automatically assessed against all the checks in the assessment groups that you selected via Platform Setup and the Platform Settings, and given RAG statuses.
Note: Any Web capture files
With regard to other files types, for example EXE, VBS, BAT or CMD files that are used to install legacy applications, you can pre-load them into the Import window using either a CSV file (refer to CSV Import), or via an SCCM server (refer to Configuring New SCCM Server Access and SCCM Options).
Once these non-MSI files have been selectively imported into the Applications Options, they will be marked as unassessed (indicated by a gray status in both this window and Dashboard). They will need to be selectively repackaged in ChangeBASE - via Virtual Machines into MSIs - and then re-imported, before they can be given a non-gray RAG assessment.
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.
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 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.
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 icon in the Status column, while the packages are being imported, and then a against each successfully imported package.
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:
So, for example, to remove any unsuccessful jobs from the window, set Status to Does not equal 5, using the instructions below.
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 1: 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 2: 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.
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.
Figure 3: 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: