app-dna apptitude basic user guide

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App-DNA AppTitude Basic User Guide

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Page 1: App-DNA AppTitude Basic User Guide

App-DNA AppTitude

Basic User Guide

Page 2: App-DNA AppTitude Basic User Guide

©2011 App-DNA | www.app-dna.com Page 2 of 78

Table of Contents Getting Started ................................................................................................................ 4

Logging into AppTitude .................................................................................................... 4

AppTitude Process Overview ........................................................................................... 6

Which AppTitude Guide Do I Need? ................................................................................ 8

Basic User Guide ............................................................................................................ 10

Self Provisioning User Guide ......................................................................................... 11

Web Application Capture User Guide ............................................................................ 12

Advanced Feature and Configuration Guide ................................................................. 13

Administration Guide ...................................................................................................... 15

Effort Calculator Guide ................................................................................................... 16

Enterprise Setup and Optimization Best Practices Guide ............................................. 17

Installation Guide........................................................................................................... 18

AD/SCCM Integration Guide .......................................................................................... 19

Forward Path Planning Guide ........................................................................................ 20

Interface Basics ............................................................................................................. 21

Main Screen.................................................................................................................... 22

Applications List ............................................................................................................. 23

Import Applications ........................................................................................................ 25

Report ............................................................................................................................. 28

Direct Import .................................................................................................................. 33

Select Applications to Import ......................................................................................... 35

Import Applications ........................................................................................................ 37

Analyze Applications ...................................................................................................... 39

View Report .................................................................................................................... 42

Install Capture ............................................................................................................... 43

Select Applications to Be Imported ............................................................................... 44

Import Applications ........................................................................................................ 50

Analyze Applications ...................................................................................................... 54

View Report .................................................................................................................... 57

Reports .......................................................................................................................... 58

Assessment Applications Report ................................................................................... 60

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Assessment Actions Report ........................................................................................... 63

Remediation Reports ..................................................................................................... 65

Remediation Report : Issues View ................................................................................. 66

Remediation Report : Actions View ............................................................................... 70

Pivot Issues Report ........................................................................................................ 71

Pivot Actions Report ...................................................................................................... 73

Estate View Report ......................................................................................................... 75

Getting More Help ......................................................................................................... 78

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Getting Started

Logging into AppTitude

Launch AppTitude by running the AppTitude shortcut on the Start Menu.

When prompted, enter your user name and password. By default, AppTitude comes with an

administrator account that can be used to log in and set up additional accounts:

Username: administrator Password: apps3cur3

If you need to change the AppTitude web server that the client is pointing to, run the AppTitude

Configuration shortcut from the Start Menu and select the ‘Completing Configuration’ tab to

configure the client.

If you are managing multiple databases, you will have an option to select the database you want to

use from the Instance drop-down list.

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Turn on ‘Auto Login’ to automatically login to AppTitude with the username and password

entered when AppTitude is launched. Place a checkmark in the ‘Remember Username’ checkbox so

that AppTitude remembers your username the next time it is launched.

Administrator account details:

Username: administrator Password: apps3cur3

Each user of the machine where the AppTitude client is installed will need to have their own corresponding AppTitude account, otherwise problems will occur with the saved profiles and any other persistent data in AppTitude.

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AppTitude Process Overview

The AppTitude approach is a simple three step process: Import – Analyse – Report. At the end of the

process you will have a full compatibility report enabling you to plan, fix, and test your application

portfolio.

AppTitude Steps Description

Step 1: Import Applications

Locate application source files. All applications formats can be imported into AppTitude (MSI, SFT, EXE). And any application type, internally developed or ISV. *It may be necessary to copy the source files to the AppTitude server depending on network speeds, etc.

Browse to the source files and select applications for import.

Import selected applications. Import process extracts the application DNA and stores it in the AppTitude database.

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AppTitude Steps Description

Step 2: Analyze Applications

Analyze the imported applications against the necessary modules. The analysis runs algorithmic queries against the application DNA which then produces the reporting.

Step 3: Generate Report

Generate the report for the applications that have been analyzed in your portfolio.

Step 4: View Report

View the report for the applications that have been analyzed in your portfolio.

Step 5: Plan, Fix, and Test

Reports lead to direct outcomes and time savings for planning, fixing and testing.

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Which AppTitude Guide Do I Need?

The features available in AppTitude are documented in separate user guides so that the information

is tailored to specific tasks being performed by different levels of users in AppTitude.

User guides are available for download from the App-DNA portal, https://portal.app-dna.com, which

requires a user account and password for access. The following guides are available:

AppTitude Basic User Guide

Basic features used within AppTitude to import, analyze, and generate reports for your

application portfolio.

App-DNA Self Provisioning User Guide

This user guide walks your expert users through the process of using App-DNA’s Self Provisioning

tool to capture applications independently from AppTitude. In the end you will be given an MSI

for the application and screenshots of the installation process.

App-DNA Web Application Capture User Guide

App-DNA’s Web Application Capture user guide shows users how to capture user interactions

with a functional web application, which can then be converted into an MSI for import into

AppTitude. Two options are discussed, the standalone web application capture which can be

performed independently of AppTitude and the web application capture available in AppTitude.

AppTitude Advanced Feature and Configuration Guide

The advanced features available in AppTitude enable you to manage your application portfolio

and customize AppTitude for your environment needs.

AppTitude Administration Guide

Administration features available within AppTitude to manage accounts, roles, tasks, external

data sources, and database connections.

AppTitude Effort Calculator Guide

A guide for using AppTitude’s Effort Calculator feature which reports on the time, cost and effort

associated with migrating a portfolio to a new platform.

AppTitude Enterprise Setup and Optimization Best Practices Guide

A comprehensive guide on the pre-requisites required to use AppTitude, enterprise setup

requirements and the optimizations that can be made, not only in terms of the configuration of

AppTitude itself, but also in terms of the configuration and set up of Microsoft SQL Server, IIS

and other environmental aspects.

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AppTitude Installation Guide

The installation guide walks you through installing AppTitude on the server or client machine. It

also walks you through the AppTitude Configuration Wizard which installs and configures the

AppTitude web site, AppTitude SQL database, licensing of AppTitude, client configuration

settings, and system check.

AppTitude AD SCCM Integration Guide

The AD/SCCM Integration guide walks you through integrating your applications and operating

system DNA data with new sources of information, such as user, domain and endpoint, available

from Microsoft System Center Configuration Manager and Microsoft Active Directory.

AppTitude Forward Path Planning Guide

The Forward Path Planning guide walks you through configuring AppTitude to analyze and

compare your different deployment scenarios, and their impacts, side-by-side to make the right

decisions for your application portfolio.

The pages that follow outline the features discussed in each of these documents and give a brief

description of what the feature is used to accomplish.

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Basic User Guide

Basic features used within AppTitude to import, analyze, and generate reports for your application

portfolio are covered in the AppTitude Basic User Guide available for download from the App-DNA

portal. The table below outlines the basic features this guide covers.

Feature Feature Description

Import/Analyze

Applications Import your applications into AppTitude, analyze data against the selected applications and modules, and generate reports for the analyzed data. Use Install Capture to import applications not already in an MSI format, and further automate your processes by creating usable App-V sequences, MSIs, and documentation outlining the installation/configuration.

Applications

List View a list of the applications in your portfolio. From here you can select applications to analyze against selected modules, and view reports of the analyzed data.

Report

OS/Platform View detailed and summary report results. Export Word, Excel, PDF, HTML, and MHT reports and print directly from the report screen.

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Self Provisioning User Guide

The process of using App-DNA’s Self Provisioning tool to capture applications by your expert users

independently from AppTitude are covered in the App-DNA Self Provisioning User Guide available

for download from the App-DNA portal. The table below outlines the self provision topics this guide

covers.

Feature Feature Description

Self Provisioning Application Capture Wizard Instructions for launching the application capture wizard, browsing to the supplied manifest file, and proceeding through the wizard steps to capture the application.

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Web Application Capture User Guide

The methods available to capture user interactions with a functional web application, which can

then be converted into an MSI for import into AppTitude are covered in the Web Application

Capture User Guide available for download from the App-DNA portal. The table below outlines the

web application capture features this guide covers.

Feature Feature Description

Standalone Web Application Capture The standalone Web Application Capture can be used independently of AppTitude to capture your web applications and generate an MSI from the captured data.

AppTitude Web Application Capture AppTitude’s Web Application Capture can be used inside AppTitude to capture your web applications and generate an MSI from the captured data.

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Advanced Feature and Configuration Guide

The advanced features available in AppTitude enable you to manage your application portfolio. The

table below outlines the advanced features covered in the AppTitude Advanced Feature and

Configuration Guide.

Advanced Feature Feature Description

Applications

Groups Create multi-level groups to organize your applications into logical units, enabling you to have groups within groups and applications at any level. This will allow you to more directly map your internal application deployment structure in AppTitude which will allow more easily managed phased migrations.

Journal Customise the compatibility settings for applications based on known testing results and keep track of any issues that arise when testing or remediating the application.

Fingerprints View/delete the high level details of all the applications that have been imported into the system.

Apply Licenses Select the applications you want to use a remediation license against. This is for mixed licenses, for example where a license allows for 50 applications to be imported and assessed, but only allows a remediation report for 10 out of the 50 applications.

Search and Browse Search for files, registry keys, etc. that make up the applications in your application portfolio. Individual applications can also be selected so that the tables and entries that make up an applications installation can be viewed.

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Advanced Feature (Continued) Feature Description

Import

Applications (Direct Import and Install Capture Configuration)

Configure AppTitude for Direct Import and Install Capture. Instructions on setting up a virtual machine for use with Install Capture are given for Microsoft Virtual Server and VMWare Server.

Operating System Import your own OS image using a Snapshot MSI or by using AppTitude’s Install Capture feature to take a snapshot of the OS being used by your virtual machine. Enables AppTitude to compare the algorithms against your own OS that is used in your environment.

Modules

OS/Platform Contains information about the modules that have been purchased which contain all the algorithms that the application DNA gets analyzed against. The Modules screen can be used to manage or customize the modules and/or algorithms for your environment.

Site Switcher

Configuration Allows you to switch between AppTitude databases if multiple databases are being used in your environment. Additionally, you can configure AppTitude for a new database, as well as the ability to export the database configuration for import to another client.

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Administration Guide

Administration features available within AppTitude to manage accounts, roles, tasks, external data

sources, and database connections are covered in the AppTitude Administration Guide available for

download from the App-DNA portal. The table below outlines the Administration features this guide

covers.

Feature Feature Description

Administration

Users Enables you to create and modify users for AppTitude.

Roles Enables you to create and modify user roles for AppTitude.

Tasks Gives a status of all the tasks being processed by AppTitude and enables you to remove locks if required.

External Data Enables you to change the RAG status of your applications based on data provided outside of AppTitude. Currently, AppTitude includes data sources provided by Microsoft which includes a list of applications that work on Windows Vista and higher, in addition to information from the shim database.

Action Admin Enables you to manage the actions associated with the algorithms in AppTitude.

Database Gives you the ability to configure AppTitude for a new database, as well as the ability to export the database configuration for import to another client.

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Effort Calculator Guide

AppTitude’s Effort Calculator feature which reports on the time, cost and effort associated with

migrating a portfolio to a new platform is covered in the AppTitude Effort Calculator User Guide

available for download from the App-DNA portal. The table below outlines the Administration

features this guide covers.

Effort Calculator

Select Applications Select applications to include in the Effort Calculator report.

Select Report Select the report that will be used for the Effort Calculator results.

Assign Remediation Action Assign the remediation actions to the individual modules.

Application Complexity Determine the complexity of the applications in your portfolio.

Effort Calculator Worksheet Fill out the Effort Calculator worksheet with the variables to create the report.

Reports Generate the report to determine the time, cost, and effort it will take to carry out the project.

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Enterprise Setup and Optimization Best Practices Guide

The pre-requisites required to use AppTitude, enterprise setup requirements and the optimizations

that can be made, not only in terms of the configuration of AppTitude itself, but also in terms of the

configuration and set up of Microsoft SQL Server, IIS and other environmental aspects are covered in

the AppTitude Enterprise Setup and Optimization Best Practices Guide available for download from

the App-DNA portal. The table below outlines the Administration features this guide covers.

Setup and Optimization Best Practices

Enterprise Setup Requirements Complete Server Installation Server Installation with Remote Clients Server Installation with Remote SQL Database

and Clients

AppTitude Platform Requirements Supported Oss Pre-requisites

SQL Server Optimizations RAM Amount and Configuration Hard Disk Considerations AppTitude Database Settings

AppTitude Configuration Optimization Web.config Settings

Windows Internet Information Services (IIS) Settings Maximum Allowed Content Length IIS Timeouts and Recycle Settings

Anti-Virus Configuration Setting exclusions to prevent anti-virus software from interfering with AppTitude.

AppTitude Import Optimizations Recommendations for optimizing imports.

AppTitude Performance and Scalability Testing Performance Monitor Configuration AppTitude Import and Analysis Testing

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Installation Guide

The installation guide walks you through installing AppTitude on the server or client machine. The

AppTitude Configuration Wizard which installs and configures the AppTitude web site, AppTitude

SQL database, licensing of AppTitude, client configuration settings, and system check are covered in

the AppTitude Installation Guide available for download from the App-DNA portal. The table below

outlines the areas covered by this guide.

Installation/Configuration Options Description

AppTitude Installation Types

Complete Walks you through the installation of the AppTitude Web Services and client files.

Client Walks you through the installation of the AppTitude client which enables a connection to the AppTitude Web Services and SQL database.

Server Walks you through the installation of the AppTitude Web Services.

AppTitude Configuration Wizard

Install/Upgrade Database Install or upgrade the AppTitude SQL database.

Backup Database Make a backup of the AppTitude SQL database so that it can be restored on another machine.

Restore Database Restore a backup of the AppTitude SQL database.

Change Web Services User Change the account used to give the Web Services User access to the SQL database.

Configure AppTitude Web Site Configure the AppTitude Web Site.

License AppTitude Active, download, and apply the license to the AppTitude database.

Configure Client Connection Settings Configure the client to connect to the AppTitude Web Site and AppTitude SQL database.

System Check Perform a system check to determine if a successful connection can be made.

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AD/SCCM Integration Guide

The AD/SCCM Integration guide walks you through integrating your applications and operating

system DNA data with new sources of information, such as user, domain and endpoint, available

from Microsoft System Center Configuration Manager and Microsoft Active Directory. Information

on using AppTitude’s Integration feature are covered in the AppTitude AD SCCM Integration Guide

available for download from the App-DNA portal. The table below outlines the areas covered by this

guide.

Integration Options Description

Import AD/SCCM Data Import from Active Directory Retrieve the AD organization units and select/deselect the organizational units you want to integrate.

Import from SCCM Access SCCM data using either WMI or directly from the SCCM database.

Import from File Use the AD/SCCM Export Data tool to export data and generate an import file.

Deployed Packages Add packages deployed via AD and SCCM to your AppTitude application portfolio.

Link Packages to Apps Link packages deployed using AD/SCCM to applications in your AppTitude portfolio.

AD & SCCM Collections Create groups for your applications, based on groups discovered from AD/SCCM.

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Forward Path Planning Guide

The Forward Path Planning guide walks you through configuring AppTitude to analyze and compare

your different deployment scenarios, and their impacts, side-by-side to make the right decisions for

your application portfolio. Information on using AppTitude’s Forward Path Planning feature are

covered in the AppTitude Forward Path Planning Guide available for download from the App-DNA

portal. The table below outlines the areas covered by this guide.

Integration Options Description

Forward Path Custom reports which reflect organizational decisions with the ability to run scripts based on the outcome of the results. For example, scripts can be configured to copy and move files, send emails, and automate the packaging/sequencing process using Install Capture.

Forward Path Config AppTitude allows you to create and edit Forward Path Scenarios which are run by the Forward Path Report. AppTitude comes with default templates which aim to help users write their own scripts and introduce them to the syntax of a forward path scenario.

Forward Path Tasks Use Forward Path Tasks to monitor the status of your Forward Path Task Sequence (or Task Scripts). When the ‘Run Actions’ button is selected on the Forward Paths Report screen, AppTitude will automatically take you to the Forward Path Tasks screen.

Action Admin Gives you the ability to manage the actions associated with the algorithms in AppTitude.

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Interface Basics

The following sections give you the basics of the AppTitude interface and the controls available for

each of the features discussed in this user guide.

Basic features used within AppTitude to import, analyze, and generate reports for your application

portfolio are covered in the AppTitude Basic User Guide available for download from the App-DNA

portal. The table below outlines the basic features this guide covers.

Feature Feature Description

Import/Analyze

Applications Import your applications into AppTitude, analyze data against the selected applications and modules, and generate reports for the analyzed data. Use Install Capture to import applications not already in an MSI format, and further automate your processes by creating usable App-V sequences, MSIs, and documentation outlining the installation/configuration.

Applications

List View a list of the applications in your portfolio. From here you can select applications to analyze against selected modules, and view reports of the analyzed data.

Report

OS/Platform View detailed and summary report results. Export Word, Excel, PDF, HTML, and MHT reports and print directly from the report screen.

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Main Screen

When you first log into AppTitude you will be taken to the Main screen which provides overview

information about the applications in your portfolio as well as your license. The visual controls in

AppTitude will guide you through the process of importing and organizing applications, generating

data, and viewing reports:

Ribbon – The ribbon enables easy navigation between the available functions in AppTitude. Options available can be toggled using the Ribbon Toolbar located directly above the ribbon. You can hide the Ribbon by selecting the ‘Ribbon’ icon displayed when the ‘Home’ tab is selected.

Ribbon Toolbar – Use the Ribbon Toolbar to toggle the Ribbon between the Home, Settings, Reports, and Help functions.

Side Menu – Provides access to the AppTitude screens used to import & organize applications,

analyze data, view reports, select modules, and administer the system. Use the ‘Side’ icon in the Ribbon to hide the Side Menu.

Display Area – Displays the screen based on the selection made from the Side Menu.

Status Bar – Displays information about the logged in user along with the version of AppTitude

that is running.

Ribbon – Easily navigate

between functions.

Ribbon Toolbar – Toggle

between the Ribbon options

Side Menu

– Access

screens to

import,

analyze

data,

generate/vi

ew reports,

and

administer

the system.

Quick shortcut

links to

common

actions.

List of all

running and

queued tasks

against the

AppTitude

database.

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Applications List

Once applications have been imported into AppTitude they can be accessed and managed by

selecting Applications -> List from the side bar.

The ‘Application List’ screen can be used to do the following tasks:

Group applications by a column Edit the application name, manufacturer, and/or version View application list by group Analyze data against selected applications and modules View reports Delete applications from the system

Click the Edit button to edit the

application name, manufacturer, and

version.

Drag a column

heading to group by

column

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Below is a list of the controls available within the Applications List screen.

List Controls Description

Groups drop-down list Displays a list of all application belonging to the selected group. The

displayed applications from the group can then be analyzed together.

Report drop-down list Displays a list of the available report modules to use for the analysis.

View Report button Displays the report for the selected applications which have been

analyzed.

Analyze button Analyzes the selected applications against the selected report module.

Delete Apps button Deletes selected applications from the ‘Application List’.

Import Filter button Import a previously created export list of the applications that have

been imported into AppTitude.

Export Filter button Export a list of all the applications imported into AppTitude.

The applications displayed in the ‘Application List’ screen have the following columns:

Column Heading Description

*Application Name Name of the application

*Manufacturer Manufacturer of the application

*Version Version of the application

Date Imported Date the application was imported into AppTitude

Imported By Name of the user who imported the application

Status Status of the application – Ready/Analyzed/Stale

*Fields can be edited

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Import Applications

Before analyzing your applications you’ll need to import the applications into AppTitude so that the

application DNA can be captured into the database. This is accomplished through Import-

>Applications located on the side bar.

The Import Applications screen allows users to import applications using several options:

Direct Import Use the Direct Import feature when the application is already in a MSI or SFT format. This is the quickest way to get your applications DNA imported into the database.

Install Capture Use the Install Capture feature if you don’t have an MSI or SFT and need to capture the

installation and configuration into an MSI format. This feature uses a snapshotting technology in

a virtual machine to capture the details of the applications installation and configuration into an

MSI which is then used for the analysis.

Select to search, cancel, and delete applications. Also, import a list of applications,

save your import list, or restore to the previously saved import list.

Select Failed, Warning, or Success to display applications that fall into the category.

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The ‘Import Applications’ screen can be used to do the following task:

Import applications into AppTitude Configure the import settings Capture Non-MSIs Automate packaging Generate installation instructions

Below is a list of the controls available within the Import Applications screen.

Import Controls Description

Select Apps button Use to select an individual application.

Select Share button Use to import a list of applications located in a directory.

Search button Enter all or part of a file name to locate applications in a specified

directory.

Import List button Import a predefined list of applications to be imported using a .cvs file.

Cancel button Cancel the process that is currently being run.

Delete All button Delete all applications listed in the Import Applications screen.

Delete button Delete selected applications in the Import Applications screen.

Save button Save the import list so you can revert back to it.

Restore button Restore the list of applications to be imported to the last list that was

used.

Failed button Display applications which have an import status of failed.

Warning button Display applications which have an import status of warning.

Success button Display applications which have an import status of success.

Import button Appears once an application has been imported into the system.

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Following an import, the remaining steps do not have to be carried out in this screen. Using

the Applications->List screen you will be able to analyze, generate, and view reports.

Assign all

applications to

selected group

during import

Use Search

and Import list

to browse for

apps and

specify a group

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Report

Reports can be viewed for selected applications which have been analyzed against a module.

The Report screen can be accessed through Report -> Compatibility Manager -> <Report Module

Name> located on the side bar. To view a report select the report you are interested in and

AppTitude will display the Assessment view which shows the RAG status of the applications selected

along with the number of times an application triggered a rule in a particular rule group.

The ‘Report’ screen can be used to do the following task:

View summary and detailed reports Export .xls, .pdf, .doc, .html, and .mht documents Directly print from report screen Filter on-screen results Explanation of RAG status and report categories Clickable links to report detail for individual applications Links to view your data in different ways Effort Calculator to estimate your project timelines, cost, and effort

Standard

and

Customized

RAG

Summary of

the report

details

Report Toggle –

view your data in

different ways.

Export and print

summary reports

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From the Assessment report you can view the report data for the application portfolio in the

following formats:

Report Types Description

Assessment Report : Applications A summary of the RAG for the entire application portfolio and individual applications which includes the number of times an application has triggered a given rule. To access the Assessment report by Application click the Assessment button located on the toolbar or by selecting the report name on the Report tab.

Assessment Report : Actions A summary of the actions required to remediate the applications selected for the report. To access the Assessment Report by Actions select the Actions button located on the toolbar.

Estate View Overview of the RAG summary for the applications selected as well as a breakdown of the rules triggered by the applications. To access the Estate view click on the Estate View button located on the toolbar.

Pivot : Issues Gives a By Error summary listing all the rules of the module along with a list of the applications that triggered a given rule and the actions required to remediate the issues. To access the Pivot Issues report click on the Issues button located on the toolbar.

Pivot : Actions

Remediation Report Detailed remediation report provided for each application. To access the detailed remediation report for an application, select the application link from the Assessment Report or the Pivot Issues report.

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Assessment Application view:

List of

applications

included in

report

Filter the report

data using the

filter fields in

the heading

column

Drag a

column

heading to

sort the data

by that

column

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A legend is provided on the Assessment Applications page describing the risk rating, external data

source matching, and compatibility symbols.

Report

Legend

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A list of the Algorithm groups for the selected Module with a description explaining the checks in

each of the groups is displayed.

List of

Algorithm

groups with

description

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Direct Import

Use the Direct Import tab to import applications in an MSI or SFT format. Select Import -

>Applications located on the side bar. By default you will be on the Direct Import tab. For Non-MSIs

refer to the section titled Install Capture.

You can set AppTitude to begin analyzing imported applications immediately by turning on the option ‘Automatically Analyze During Import’ in the Settings tab. If this option is not turned on, you will have to manually start the analysis process for the imported applications. It is recommended that this option remain turned off if multiple users are importing simultaneously to prevent locks on the database.

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An application that has already been imported, or applications that look similar (such as different versions of applications), by default would overwrite the previous application uploaded into AppTitude. To override the default, and force AppTitude to import all versions of an application, turn on the option ‘Force Finger Print Override’.

It is not necessary to use the Import->Application screen to analyze, process, and view

reports. Once applications have been imported, you might want to organize the applications into

groups before analyzing the data. These steps can be carried out at any time using the Applications-

>List screen.

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Select Applications to Import

To import an application using Direct Import, select Import->Applications located on the side bar and

click on the ‘Direct Import’ tab. By default, this is the tab that is selected.

Use ‘Select Apps’, ‘Search’, or ‘Import List’ options to browse to the applications to be imported. The

Direct Import tab can be used to import applications in a MSI and SFT format.

Click on the ‘Save’ button to download an import list of the applications selected for import. Use the

‘Restore’ button to restore to a previously saved import list.

When an import list is used, AppTitude will create a restore file and update the status of each

application as it is processed so that there is always a last known state for each of the applications

being imported.

Selected applications will appear in the ‘Import Applications’ screen.

Select apps or share, import

application list, search,

cancel, and delete

applications.

Save import list or restore to

previously saved import list.

Bold text in the Path column

indicates that the application

has already been imported

from the same location.

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If an MST file is available in the same location as an MSI being selected for import, an option will be

displayed allowing you to select the MST so it can be applied to the MSI during the import.

During the import process, the application can be added to a Group that has been defined. Click on

the Group icon in the Group column to select a Group for the application.

Click in the checkbox to select the MST to be applied to the MSI during import.

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Import Applications

When you have selected the applications you would like to import and you are ready to import the

applications DNA into AppTitude, click on the ‘Import’ button in the top right-hand corner of the

page.

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After clicking the ‘Import’ button, a progress message will display the progress of the import. To

view the full log of details, click on the ‘Full Log’ icon in the far right-hand column.

To view a log of an application that is being imported, click on the ‘Full Log’ icon to the right of the

progress message. The information will appear in the bottom half of the display.

Remove an application from the ‘Import Applications’ list, by selecting the application and clicking

‘Delete’. Alternatively, click the ‘Delete All’ option to remove all applications from the list.

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Analyze Applications

When applications have finished importing, select the ‘Next’ button to analyze the data.

Once applications have been imported, you can use the Applications->List screen to organize

your applications into groups and analyze, process, and view reports.

At this point you will be given a choice of analyzing applications just imported, analyze all

applications in the portfolio, or analyze applications belonging to a specific application group.

You can also select the modules to be used for the analysis against the applications selected.

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Select the desired options and click ‘Analyze’ to begin analyzing the applications.

Select which applications to

analyze. You can select the

applications just imported, all

applications in the portfolio, or

analyze applications that belong

to a specific group.

You can also select the modules

you want to use when analyzing

your applications.

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The progress of the application analysis is displayed.

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View Report

Select the report you would like to view from the drop-down box and select whether you want to

view the report only for the applications imported, all applications in the portfolio, or applications

belonging to a particular group.

By default, AppTitude generates a report for the applications just imported. You have the option to

include all the application in the portfolio or applications belonging to a specific group.

Click ‘Finish’ to view the report for your selection.

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Install Capture

Use the Install Capture tab to import applications that are not in an MSI or SFT format. Select

Import->Applications located on the side bar. By default you will be on the Direct Import tab. To

access Install Capture, click on the Install Capture tab.

Follow the steps outlined in the section titled ‘Configuration for Install Capture’ in the

AppTitude Advanced Configuration Guide before using the Install Capture feature in AppTitude.

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Select Applications to Be Imported

To import an application using the Install Capture feature, select Import->Applications located on

the side bar and click on the ‘Install Capture’ tab.

Use ‘Select Apps’, ‘Search’, or ‘Import List’ options to browse to the applications to be imported. The

Direct Import tab can be used to import applications in a MSI and SFT format.

Click on the ‘Save’ button to download an import list of the applications selected for import. Use the

‘Restore’ button to restore to a previously saved import list.

When an import list is used, AppTitude will create a restore file and update the status of each

application as it is processed so that there is always a last known state for each of the applications

being imported.

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You can set AppTitude to begin analyzing imported applications immediately by turning on the option ‘Automatically Analyze During Import’ in the Settings tab. If this option is not turned on, you will have to manually start the analysis process for the imported applications. It is recommended that this option remain turned off if multiple users are importing simultaneously to prevent locks on the database.

It is not necessary to use the Import->Application screen to analyze, process, and view

reports. Once applications have been imported, you might want to organize the applications into

groups before analyzing the data. These steps can be carried out at any time using the Applications-

>List screen.

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Use ‘Select Apps’ or the ‘Search’ option to browse to the applications to be imported.

Select apps, search apps,

import app list

Restore a previously saved

import list

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When selecting applications to import using Install Capture, it will be necessary to use a UNC path;

i.e. \\192.168.50.20\Source\icon107.exe

Select the setup executable and click ‘Open’ to add the application to the Import screen.

Selected applications will appear in the ‘Import Applications’ screen.

Select Execution

Profile

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Before importing, select the execution profile that is desired during the installation/configuration of

the application:

Execution Profile Description

*Snapshot Performs a snapshot of the installation/configuration and creates an MSI which is strictly used for importing the application DNA into the database for analysis against the rules – the MSI is not usable.

Snapshot Extended Performs a snapshot of the installation/configuration and creates an MSI which is strictly used for importing the application DNA into the database for analysis against the rules – the MSI is not usable. Additionally, all the installation and configuration screens that are selected get captured to form the installation instructions.

InstallShield Repackager Runs AdminStudio from the command line to create a snapshot of the installation and configuration of the application with no user interface.

InstallShield Repackager Post & Sequencer Uses the App-V sequencer first to create .sft files, then AppTitude runs AdminStudio from the command line to create a snapshot of the installation and configuration of the application with no user interface.

Sequencer Creates App-V sequences as well as an MSI which is strictly used for importing the application DNA into the database for analysis against the rules – the MSI is not usable.

The Snapshot profile comes with AppTitude, however, the other execution profiles requires

an additional license. If purchased, the other execution profiles will be supplied via email.

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Additional settings that can be configured for the application being imported using Install Capture:

Additional Install Capture Options Description

Automatic checkbox Proceeds through all the steps that make up an execution profile without pausing. If additional applications need to be installed or the application needs to be configured, it is advisable to use the ‘Manual’ option so that you can control when each step is executed.

Load input file checkbox Controls whether an original MSI or the snapshot MSI created during the import is used for analysis against the rule modules. Turn this option on to load the original MSI.

Quick Edit Parameters checkbox Enables the user to enter command line switches for the application when it is run. For instance, enter a silent switch to run the application installation silently.

Enter commands to

launch applications;

i.e. silent commands

Automatically launch

execution commands

or deselect for

manual control

Select to load

original MSI

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Import Applications

When you are ready to import the applications into the database, click on the ‘Import’ button in the

top right-hand corner of the page.

A progress message will display the progress of the import.

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To view a log of an application that is being imported, click on the ‘Full Log’ icon to the right of the

progress message. The information will appear in the bottom half of the display.

The ‘AppTitude Virtual Machine Remote Controls’ window will be displayed which shows the virtual

machine desktop.

If ‘Automatic’ execution was selected, a before snapshot will automatically get performed on the

Operating System.

If ‘Manual’ execution was selected, you will need to select the options located under ‘Performing

Before Snapshot’ to execute the necessary actions, followed by selecting the ‘Perform’ button.

Select the actions in the order in which they are displayed.

Once the before snapshot has completed, the setup executable will be run and ready for user input.

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If the virtual machine closes during the installation and the import fails, it could be due to an

unexpected error code being thrown by the application. To troubleshoot issues encountered, launch

the virtual machine independently of AppTitude; e.g. via Microsoft Virtual Server or VMWare.

Launch the setup executable from the same location that AppTitude was trying to launch it from.

Any errors present, such as unable to access file, file missing, incorrect permissions, etc. will cause

an unexpected error code in AppTitude, hence shutting down the virtual machine. Address the

issues being caused and try the import through AppTitude again.

Install and configure the application as required.

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After finishing the installation of the application, the after snapshot will begin.

When the after snapshot completes, AppTitude will begin loading the MSI that was created.

When the application has finished importing, the ‘AppTitude Virtual Machine Remote Controls’

window will disappear and the progress will state ‘Loading Completed Successfully’.

Remove an application from the ‘Import Applications’ list, by selecting the application and clicking

‘Delete’. Alternatively, click the ‘Delete All’ option to remove all applications from the list.

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Analyze Applications

When applications have finished importing, select the ‘Next’ button to analyze the data.

Once applications have been imported, you can use the Applications->List screen to organize

your applications into groups and analyze, process, and view reports.

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At this point you will be given a choice of analyzing applications just imported, analyze all

applications in the portfolio, or analyze applications belonging to a specific application group.

Select the desired options and click ‘Analyze’ to continue.

Select which applications to

analyze. You can select the

applications just imported, all

applications in the portfolio, or

analyze applications that belong

to a specific group.

You can also select the modules

you want to use when analyzing

your applications.

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The progress of the application analysis is displayed.

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View Report

Select the report you would like to view from the drop-down box and select whether you want to

view the report only for the applications imported, all applications in the portfolio, or applications

belonging to a particular group.

By default, AppTitude generates a report for the applications just imported. You have the option to

include all the application in the portfolio or applications belonging to a specific group.

Click ‘Finish’ to view the report for your selection.

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Reports

Reports can be viewed for selected applications which have been analyzed against a module. The

Report screen can be accessed through Report -> Compatibility Manager -> <Report Module Name>

located on the side bar.

You can view a report by going to Applications -> List. Make your selections for the

applications you want to view in the report and click the ‘View Report’ button.

Report views available depending on the license purchased:

Report Types Description

Assessment: Applications A summary of the RAG for the entire application portfolio and individual applications which includes the number of times an application has triggered a given rule. To access the Assessment report by Application click the Assessment button located on the toolbar or by selecting the report name on the Report tab. The default view when selecting a report is the Assessment by Application.

Assessment: Actions A summary of the actions required to remediate the applications selected for the report. To access the Assessment Report by Actions select the Actions button located on the toolbar.

Estate View Overview of the RAG summary for the applications selected as well as a breakdown of the rules triggered by the applications. To access the Estate view click on the Estate View button located on the toolbar.

Pivot: Issues Gives a By Error summary listing all the rules of the module along with a list of the applications that triggered a given rule and the actions required to remediate the issues. To access the Pivot Issues report click on the Pivot Issues button located on the toolbar.

Pivot: Actions Gives a By Action summary listing of all the actions required to remediate applications. To access the Pivot Actions report click on the Pivot Actions button located on the toolbar.

Remediation Report Detailed remediation report showing the exact component that triggered the algorithm is provided for each application. To access the detailed remediation report for an application, select the application link from the Assessment Report or the Pivot Issues report.

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Let’s take a look at the general layout of the Report screen.

Downloadable reports

Click the desired

module name in the

left hand pane to

access the report.

Click the drop down

arrow to go directly

to a specific report

for the module.

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Assessment Applications Report

In this screen, you can view a summary of the issues found in your applications or you can select an

individual application to view the remediation report which gives you the full details of the report

along with an MST fix option where applicable.

The Applications Assessment report contains the following:

Export and print detailed & summary reports

Standard and Customised Summary RAG of the applications

Quick filter and sort options

Access to Assessment Actions, Estate View, Pivot Issues, and Pivot Actions for the selected

Module

List of applications analyzed

Legend explaining the Compatibility status

Information about the algorithm groups that make up the report module

Summary RAG

status of the

report details

Click the = sign to

enter filter options

and drag column to

the yellow line to sort

applications by the

column

Export and print

summary reports

Detailed Excel Spreadsheet contains

detailed remediation issues and

actions for all applications

Access to other

report views

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List of

applications

included in

report

RAG overlay

from External

Data pulled

from

Microsoft

Number of

times the

application

has triggered

a rule

Clickable links to

access the

applications

detailed

remediation

issues and

actions report

Standard and

Customized

RAG status

Explanation

of RAG

settings

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List of

algorithm

groups with

descriptions

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Assessment Actions Report

In this screen, you can view a summary of the actions required to remediate your applications or you

can select an individual application to view the remediation report which gives you the full details of

the report along with an MST fix option where applicable.

The Assessment Actions report contains the following:

Export and print detailed & summary reports

Before Action RAG and After Action RAG for the applications

Quick filter and sort options

Access to Assessment Applications, Estate View, Pivot Issues, and Pivot Actions for the selected

Module

List of applications analyzed

Legend explaining the Compatibility status

Information about the remedation action groups that make up the report module

Summary Before

Action RAG and

After Action RAG

Export and print

summary reports

Detailed Excel Spreadsheet contains

detailed remediation issues and

required actions for all applications

Access to other

report views

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List of

applications

included in

report

RAG overlay

from External

Data pulled

from

Microsoft

Number of

fixes in the

application

that require

the action for

remediation

Clickable links to

access the

applications

detailed action

report

Before and

After RAGs

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Remediation Reports

In order to view the full remediation details for an application, click the applications link from the

Assessment Application Report page.

The Remediation report gives two views of the rules that have been triggered by the application,

Issues View and Actions View.

Click the name

of the

application to

view the details

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Remediation Report : Issues View

The Remediation ‘By Issues’ report contains the following:

Merge reports together; i.e. XenApp Hosted and Server 2008 or Windows 7 and 64-Bit

Microsoft External Data

Breakdown of the violations against the rules

Details about the component causing the violation

MST fix download

Word, HTML, and MHT downloads for report details

If you want to combine the results of another module to the results you currently have open, you

can click on the tick box located at the top of the detailed report.

Select to merge

reports together;

i.e. Windows 7 &

64-Bit

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After making your selecting to merge reports, click ‘Save & Apply Merge Selections’. You will need to

select to view the merged results by selecting ‘Merged’ in the View Mode section.

A merged report will show the platform icon for each of the reports selected for the merge.

View of the report with Windows 7 and 64 Bit reports merged:

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The detailed report will show the results from both reports and it identifies the report that triggered

the rule, i.e. Windows 7 or 64-Bit.

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If you scroll down details of the results will be displayed giving you a breakdown of entries found for

each rule within the rule category. Click the + sign to view descriptions for the Manifestation,

Remediation and Group.

If an MST fix is available to solve any of the violations reported, a ‘Get MST Fixes’ button will be

available.

Select which fixes to include in the MST by turning the components to fix on or off. By default, all

components that have been flagged with a fix will be turned on.

You can expand everything in the detailed report by selecting Expand/Collapse +All located above

the report detail.

Click to download an

MST fix. All components

with a checkmark will be

included in the fix.

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Remediation Report : Actions View

In this screen, you can view a summary report displaying the number and type of actions required to

remediate applications for a particular OS or technology platform.

To access the Remediation Actions View report click on the ‘Action View’ button in the Remediation

Issues report, or click on the ‘Actions’ button in the menu bar.

The Action reports give you a breakdown of the type of actions required, including the Complexity

RAG, the Before RAG (Customized) and the After Action Remediation RAG pulled from the Effort

Calculator.

The report contains the following:

Breakdown of the actions required for remediation

Application Complexity RAG pulled from Effort Calculator

Before RAG (Customized) as set in the Modules screen

After Action Remediation RAG pulled from Effort Calculator

Action Effort pulled from Effort Calculator

Word, HTML, MHT downloads for report details

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Pivot Issues Report

In this screen, you can view a summary report which displays the prevalence of issues in terms of the

rules used to identify them.

The Pivot Issues report gives you a breakdown of the number of violations that occur for each rule

within a rule category.

To access the Pivot Issues report, select the Pivot Issues button in the top right-hand corner of the

screen.

The report contains the following:

Breakdown of the number of unique applications that have violations against the rules

Word, HTML, MHT downloads for report details

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Each individual rule can be expanded to show:

Number of applications that triggered a rule

Manifestation explaining what the problem is and a remediation explaining how to go about

addressing the problem

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Pivot Actions Report

In this screen, you can view a summary report which displays the prevalence of actions required to

remediate the applications in your portfolio.

The Pivot Actions report gives you a breakdown of the number of actions required for the

application in the portfolio.

To access the Pivot Actions report, select the Pivot Actions button in the top right-hand corner of the

screen.

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Each individual rule can be expanded to show:

Number of applications that require a specific action

List of the applications that require a specific action

Manifestation explaining what the problem is and a remediation explaining how to go about

addressing the problem

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Estate View Report

In this screen, you can view a summary report which displays the prevalence of issues in terms of the

rules used to identify them.

The Estate View report gives you a breakdown of the number of violations that occur for each rule

within a rule category.

The report contains the following:

Summary of the issues reported for the application portfolio

Breakdown of the number of unique applications that have violations against the rules

Word, HTML, MHT downloads for report details

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Each individual rule for the module is displayed showing the number of applications that triggered

the rule, along with a RAG status.

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Each individual rule can be expanded to show:

Number of applications that triggered a rule

Manifestation explaining what the problem is and a remediation explaining how to go about

addressing the problem

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Getting More Help

For assistance with AppTitude functionality please log into the App-DNA portal: https://portal.app-

dna.com/. Click on the ‘Help’ link in the menu bar. In this section you can access the knowledge

base to help resolve any issues you might encounter, read the FAQ's, get in touch with a support

engineer or raise a support ticket and we will ensure you get the assistance you need.