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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

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.

    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. Refer to Set up SQL Security as follows:

  1. 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).
  2. If you are running SQL Server and ChangeBASE on separate machines, check the following:
    • The SQL Server Browser service must be running, and set to Automatic on the machine where SQL is installed.
    • Both the SQL Browser service and SQL Server must be allowed through your firewall.
    • The TCP/IP protocol must be enabled.

Note: Both "SQL Server Browser" and "TCP/IP" can be configured in SQL Server Configuration Manager:

  1. 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).
  2. 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.
  3. Ensure that you have your Site's Dell License Key and Site Message.

Installing ChangeBASE

This chapter covers the following topics:

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 locally under the ChangeBASE Client option.

If required, change the location of the installation as required, using the Browse button. Then click Next.

  1. 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.

  1. Click Next, and then Install.
  1. Once installation is complete, click Finish.

Multi-User Installation

Multi-User Installation

ChangeBASE Service Installation

To install the service

  1. On the server where ChangeBASE service is to be hosted, run the he ChangeBASE installation MSI (Local Administrative privileges are required), and click Next.

  1. Accept the license agreement and click Next.
  1. 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.

  1. 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

Important: The account that you specify must have the Log on as a Service Right. Refer 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.

  1. Click Next, and then Install.
  2. Once installation is complete, click Finish.

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.
  2. Accept the license agreement and click Next.
  3. Leave the ChangeBASE Client at the default Will be installed on local hard drive, and, if required, install MSI Studio locally under the ChangeBASE Client option. Right-click the ChangeBASE Service, and select Entire feature will be unavailable.

Then change the location of the installation as required, using the Browse button.

  1. Click Next, and then Install.
  1. Once installation is complete, click Finish.
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