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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

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:

  • 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.
  • 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.
  • 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.
  • 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.
  • 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).
  • 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.
  • 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.
  • 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.

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.

  • Build, is the left most panel, it allows you to combine one or more operating system, application (middleware) or OS patch to analyze your existing portfolio against.
  • 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.
  • 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.

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

  • Dependencies
    • By default all files referenced by the selected application that are not included in the package will be displayed in the Dependencies tab.
    • 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.
  • Files
    • By default all files distributed in the selected application package are displayed in the Files tab.
    • 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.
    • 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.
  • Registry
    • By default only registry entries that exist in both your build and the selected application are displayed in the Registry tab.
    • 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 UNC location for the WIM and select OK. To cancel select Cancel.

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:

  • Platform Summary, which is used to view the platform(s) you selected using Platform Setup.
  • 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.
  • 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.

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 on the left of the screen (click to close it again).

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).

TIP:

  • 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.
  • If, after rearranging your Dashboard summaries, you want to return to your default layout, auto-hide 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.

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 right-clicking 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 on the right of the bottom row, to bring up the Filter Editor. To clear the filter, click the adjacent cross .

    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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