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Page 1: The application migration workbook - Web · 2. Application complexity – dependencies, integrations, database and registry calls 3. Mixed deployments – physical, virtual, OS generations,

citrix.com

©2013 Citrix Systems, Inc.

The application migration workbook

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Table of ContentsAnswering important application migration questions 3

Understand the environment 4

Application compatibility explained 5

Application management software benefits 6

Application testing 7

Manual migration 8

Taking a sample 9

Automated application testing and remediation 10

Import 11

Analyze 12-13

Report 14

Remediate 15-16

Daily application management 17-19

Conclusion 20

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Answering important application migration questionsBefore migrating applications for Windows® 7, Windows 8, Internet Explorer®, Microsoft® App-V™, Citrix® XenDesktop®, XenApp®, VDI or Windows Server 2012® initiatives, the application portfolio must be ready for migration.

So what’s the best approach in assessing your environment? How do you prepare applications for migration? Are you ready to migrate? If so, where do you start? This workbook outlines the strategies and steps to answering these questions.

Even though formulating a successful migration plan appears to be challenging, there are few guidelines that managers can use to mitigate the risk. These guidelines are presented below as strategic questions and their answers will form the foundation for your application migration initiatives.

1. Will each application work on the new platform or technology?

2. What are the options for troubleshooting if applications do not work on the new platform or technology?

3. Are there other options to deliver problem applications?

4. How much time and money will it cost to migrate the application portfolio?

Answering these questions up front – before migrating a single application – will allow your migration to be relatively quick and painless. However, if these questions are not answered, successful migration will be difficult. Establishing an effective action plan for an application migration can mean the difference between an expensive and time consuming process and a smooth, cost effective transition.

This workbook allows organizations to explore application management options by providing pertinent information about application compatibility testing and the migration process. The Citrix AppDNA™ application management software combines insight about application portfolios with highly accurate testing, compatibility and remediation. Organizations gain insightful information that will not only aid in migration, but also pave the way for long term application management.

Most people agree – application compatibility is the largest barrier to platform migration.

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Understanding the environmentHow many applications are in your portfolio?In order to begin planning, it is important to know how many applications are in your portfolio. Citrix AppDNA software integrates with Microsoft System Center Configuration Manager® and Active Directory® as well as Lakeside Software to identify and categorize applications.

Estimate the number of applications in your portfolio:

____ <500

____ 501-1,000

____ 1,001-3,000

____ 3,000-5,000

____ >5,000

How controlled are your user desktops?Many organizations choose to lock user desktops to regulate the number of applications being added to the system. A higher percentage of locked desktops will allow greater knowledge of applications and their locations in the organization.

Estimate the percentage of user desktops that are locked:

____% locked ____ % unlocked

Regardless of ownership, if an application fails to work on the new platform during a migration, the user will call IT for help. Even applications not traditionally managed by the IT organization will need to be tested and migrated for the new platform or virtualization technology.

Estimate the number of unmanaged applications in your organization: ____

How much application churn exists within your organization and its departments?Think about churn rates to get an idea of how many new applications are entering your portfolio each year. (Consider that Citrix AppDNA customers have estimated 300-400 new applications enter the organization each year).

____ new applications per month x 12 = ____ new applications every year

____ revision of existing applications per month x 12 = ____ modified applications every year

New applications + Revised applications = ____total throughout

It’s also important for you to consider the following:

• How many applications need to be modified after deployment due to issues with the build or with other applications?____

• How many applications cause problems in the application certification process?____

Many enterprises have lost track of application portfolios because of three trends:

1. Proliferation – volume of applications and versions

2. Application complexity – dependencies, integrations, database and registry calls

3. Mixed deployments – physical, virtual, OS generations, web applications

See a clear picture of the application portfolio complexity before starting a migration. Uncertainty about specifics of your application portfolio can cause major scalability problems for large migration initiatives. Employing technology to help discover which applications used by the organization can save time and money. Sorting applications by user, groups, machines, regions or divisions affected can be streamlined by technology, rather than manual spreadsheets, whiteboard graphs or notes kept within the IT team.

Application rationalization, or retiring applications not in use, saves in license costs and migration costs—including testing and packaging. Organizations report that by reducing both redundant versions and licenses of software

before migration they can greatly save more, both on cost during the application management process and also on overall software licensing.

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Application compatibility explainedAfter finding your applications, learning how they will perform on a new OS or virtualization technology is a critical next step.

AppDNA software automates application compatibility and migration testing, providing deep insight into application behavior across the enterprise. Analyzing over 68,000 application data points, known as the application’s “DNA,” AppDNA software determines the behavior of the application against multiple operating systems and virtualization environments.

Based on sophisticated heuristic algorithms, instead of rigid rules, AppDNA software uniquely interrogates the application’s installation profile and API usage to expose the DNA. The depth and flexibility of the algorithms provides far greater accuracy than other testing options. The AppDNA software static analysis approach reduces the testing process to days rather than the weeks or months typically required for dynamic analysis. Automating with AppDNA software significantly reduces risk, cost and time for the project.

In addition to testing against a new platform and other applications, application compatibility can include:

Pre-migration application compatibility analysisConsiders how applications will run on the target platform or new technology.

Application portfolio decisionsIntegrates user and device data from external sources such as Microsoft System Center Configuration Manager, Microsoft Active Directory or Lakeside Software® SysTrack™ to drive application delivery decisions. Helps determine which platform or OS is the best choice for your organization’s portfolio.

Application remediation Remediates problem applications to prepare for the packaging process.

Packaging accelerationAutomates application testing, remediation and packaging processes that automatically create virtual application packages for Citrix XenApp and Microsoft App-V.

Migration forecasting and budgetingIdentifies potential issues early in the migration. Accurately scales a project to help with the correct appropriation of staff resources for project completion.

Application management process improvementProvides highly valuable information for day-to-day application management and provisioning use. Information collected and stored during the current OS migration or virtualization project prevents the need for the upfront analysis for the next migration or technology adoption.

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Application management software benefitsHow does application compatibility prepare your organization for long-term application management?

Make better decisionsKnow when to migrate, understand the best technologies and platforms to deliver the applications and decide how to manage and deliver troublesome applications. Also know how to resource and budget the project.

Readily determine how to best align your staff, budget and resources by reviewing the application compatibility results. AppDNA software reports show which applications should go to a more senior application specialist, which have moderate issues for more junior staff and which are ready for application packaging.

Accelerate timelinesWith sophisticated technology, application testing can be reduced to days rather than the weeks or months required for manual analysis.

Save time, cost and alleviate risk. Customer stat: 89% time savings in application testing.*

Minimize disruptionEase pain of failed applications that cause major problems within the organization when they are not tested in advance. Failed applications increase help desk calls and costs, resulting in additional unbudgeted spending. AppDNA software shows problem applications before deployment. Estimate project time, cost and staffing resources based on facts, rather than guesses.

Drive down costsReduce cost by accurately predicting application behavior on new technology platforms. Accelerated testing and packaging significantly reduces errors and re-work time. This can mean months less time and significant cost saving for even a mid-sized application portfolio.

With AppDNA software, IT can model scenarios to determine the impact of changes in project timeline, staff numbers, staff cost or the number of applications deployed. Sort groups of users, such as the “human resources department” to determine which enterprise groups may be easiest to deploy first, and gauge the time it may take to migrate workgroups or regional divisions.

Improve day-to-day application managementManage ongoing application evolution after launch of the migration or virtualization project. Streamline day-to-day application compatibility and simplify application management. Understand clearly how regular patches, service packs or technology initiatives will impact your application environment. Prepare for new application deployment, Windows 8 or a private cloud project by taking care of applications on a regular basis with AppDNA software. Know the risks before application deployment.

Proper application management allows organizations to correctly align resources. Use experts on challenging remediation issues, more junior staff on simple fixes.

*Real customer statistics. Visit http://www.citrix.com/english/aboutcitrix/casestudies/casestudy.asp?storyid=2320108

Most enterprises wouldn’t think of changing their application portfolio without an application management platform.

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Application testing

Most application portfolios are far too large, heterogeneous and inter-dependent to consider using manual compatibility testing as the main source of knowledge. Citrix AppDNA software allows organizations to automate application testing applications in just minutes per application instead of endless manual testing.

Manual testing is essentially blind testing where applications are randomly chosen, and then loaded onto the new platform to see how they will function. This sort of “smoke testing” does not fully interrogate the applications.

In addition, there is not a definitive guide for enterprises about the issues that should be tested. It is costly, unproductive and difficult to manually test applications for all possible circumstances in the new environment. Because of this, blind testing often leads to testing the wrong applications, missing important issues and slowing down the entire migration process.

Targeted TestingTargeted pre-migration application testing has many advantages over manual testing:

Blind testing Targeted testing

Tester starts with nothing Tester starts with compatibility issues

Manual and ad hoc Automated and systematic

Shallow and partial Comprehensive and granular

Same testing for all applications Focus on problem applications

Inaccurate Highly accurate (99%+)

Expensive Cost savings of 32%*

Slow, doesn’t scale Reduce project time by 89%*

Risk of disruption Minimal disruption risk to the business

*Real customer statistics.

Why isn’t manual testing enough?

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Manual migration

How much it will cost?Without an application compatibility testing platform, manual testing can cost between $1500 and $4000 (USD) to migrate an application to a new platform (including testing, remediation, packaging, QA and user acceptance).

Automated application compatibility testing with AppDNA software typically reduces costs to below $450 per application. This is done by removing the smoke test, reducing iterations in the packaging process and accelerating user acceptance testing.

Discover the cost of testing an application portfolio:

Manual application compatibility testing

Number of applications deployed ___________

X $2000 (USD) per application ___________

Total cost of manual migration $__________

Automated application compatibility testing

Number of applications deployed ___________

X $450 (USD) per application ___________

Total cost of automated migration $__________

Sample calculation

Actual results are from a recent migration of a 1,900-application portfolio. Customer reduced migration costs from $2077 per application to $460 per application:

Number of applications deployed 1900

x $2077 per application $3,946,300

Total cost of manual migration $ 874,000

Savings $3,072,300

This customer sample testing budget excludes the cost of packaging, quality assurance and user acceptance testing.

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Taking a sampleIt is not necessary to import your entire application portfolio into the application management software for an accurate indication of migration challenges. AppDNA software can test a sample of 100-200 applications that will give a quick picture of your portfolio and its readiness to migrate.

Ideally, IT would like to test all its applications before deployment in a new environment. However, manual testing takes too much time and resources. Instead, some IT teams take the top-tier, most critical applications, usually about 20 percent of their total, and focus almost exclusively on those. But this method presents its own set of problems.

Because IT barely touches 80 percent of the applications, those applications are liable to do one of two things:

• Fail in user acceptance testing (UAT)

• Fail in production

AppDNA software helps your IT teams:

• Immediately know which applications will work in the new environment and which ones need extra attention.

• Focus on the number of problems, not on the number of applications.

By testing a sample, IT can plan to allocate its resources more effectively and save the organization a significant amount of time and money.

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Automated application testing and remediation

How does it work?Application testing and remediation is achieved with the following steps:

1. Import Applications are selected and imported into the application management software—typically taking a few minutes per application

2. Analyze Based on sophisticated heuristic algorithms instead of rigid rules, AppDNA software uniquely interrogates each application to create a profile, then runs the profile against the target platform or OS. Integrate user, group and device information from Microsoft System Center Configuration Manager, Microsoft Active Directory or Lakeside Software SysTrack to see actual application use in the enterprise.

3. Report For clarity, AppDNA software shows a red/amber/green report of application readiness. For the technical detail of each issue, deep drill downs are available, as well as numerous reporting options for best decision making.

4. Remediate AppDNA software shows detailed application remediation options to make the best choices for in-house standards and regulations. Choose the best option suggested by AppDNA software or auto-remediate applications if appropriate in the environment.

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1. ImportImporting applications into the application management software is a simple task.It is extremely important that the application management software is able to assess multiple application types (MSI and non-MSI). Tools that only accept MSI-packaged applications leave manually-installed applications (like those developed in-house) outside the testing regime and force them into exhaustive manual testing.

For non-MSI applications, it helps if the application management software can generate an MSI automatically (speeds the process, creates an asset for the packaging team and turbo-charges commercial packaging tools). Simplifying application packaging after application compatibility is complete, application packagers spend valuable time on strategic tasks instead of laboring through manual testing and repackaging.

Make sure the application management software can assess 100% of the application portfolio—some tools only accept MSI packaged applications.

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2. Analyze

Based on sophisticated heuristic algorithms instead of rigid rules, AppDNA software interrogates applications to gain deep insight into application behavior. Typically analyzing over 68,000 application data points, known as the application’s DNA, AppDNA software determines the behavior of the application against multiple operating systems and virtualization environments. This analysis covers multiple critical dimensions:

• Static dimensions – installer, text files, registry, API calls, etc.

• Runtime dimensions – permissions, file, registry, connectivity

• OS dimensions – deprecated components, deprecated APIs

• Portfolio dimensions – application-to-application dependencies, conflicts

The method an application management software uses to interrogate an application is fundamental to its accuracy. Simple, first-generation tools tend to look only for known issues as defined by a catalog of rules.

AppDNA software uniquely integrates with Microsoft System Center Configuration Manager, Microsoft Active Directory or Lakeside Software SysTrack to help enterprise IT teams understand the business impact of applications. Should an application be deployed on Windows 7 or Windows 8 on App-V? How will this impact users and their preferred devices? What is the time, cost and risk?

Combining the application information with business information like users and devices enables IT to make business decisions. This DNA is then run against the target platform or OS, using heuristic analysis.

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Application interrogation answers the following questions:

• Which functions provided by the old OS are no longer available in the new OS and which applications require them?

• Which applications have functions that violate new security hardening?

• Will the application install and run on the target OS?

• Do the applications depend on resources provided by other applications in the portfolio?

Virtualization projects have additional concerns:

• Applications with drivers present deployment challenges and overall maintenance can be troublesome.

• Virtualization is about isolation, so any applications that are deeply integrated with other applications or the operating system (OS) are typically poor candidates.

• Applications that require start-up services (i.e. anti-virus tools), are larger than 2 GB or require DCOM/COM+ functionality are not practical for virtualization.

Application interrogation means “atomizing” every application into its constituent parts—including text files—and analyzing each part.

With a rules-based system, each time a service pack or OS version is introduced, thousands of rules need to changed. It also often means throwing out current data and starting over.

With AppDNA software, instead of changing thousands of rules, algorithm parameters are simply updated. This saves time, cost and risk when new applications, patches, service packs or new technology initiatives impact the IT organization.

Application compatibility tools based on a series of rules are difficult to manage and affect accuracy. Predictive heuristic algorithms can deliver higher accuracy than a 20,000-rule database.

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3. Report

Portfolio overview – know immediately which applications are ready for the target platform, which need further testing and which need remediation.

Drill-down reports – specifies type of issue, application and forward action needed for remediation.

Remediation advice – provides detailed advice on fixing each issue.

Budgeting and forecasting insight – scope and budget the migration.

How long will migration take?The AppDNA software sophisticated reports share the remediation actions required to solve application compatibility issues in terms of effort, time and cost. Modify variables including staff numbers, staff hours, applications included in the project, budget and workdays to determine the best avenues for deployment.

AppDNA customers have successfully analyzed and remediated application portfolios larger than 15,000 applications – AppDNA software scales to the local environment and provides accurate information.

Reporting depth and breadth is a critical dimension of any application management solution.

The insight generated in AppDNA reports can be extremely valuable in day-to-day application management and provisioning processes—it’s much more than a migration software.

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4. Remediate

AppDNA software uses intelligent remediation to allow an organization’s IT department to determine its own strategies for each compatibility issue. A blend of detailed remediation guidance, generated by the AppDNA application management software, and sensible, transparent auto-fixes keep control in the hands of the administrator who knows the application portfolio and environment.

Intelligent remediation allows each IT department to determine specific strategies for each kind of compatibility issue. These can be invoked automatically, as guidance points, or through alerts to identified administrators. This helps to identify potential issues early in the migration. It can also help with the correct appropriation of staff resources—properly align junior and senior level staff or determine the best system integrator arrangement to complete the project.

Rules-based tools tend to create the appearance of saving significant time and

Automated application testing identifies problems. Sophisticated remediation options allow smooth migration to a target OS or virtualization platform.

energy by identifying benign, non-issues and then “auto-fixing” them. Worse, they can “auto-remediate” hundreds or even thousands of applications—with no documentation—instead of suggesting a simple change to the OS that would solve the issue with minimal intervention.

Additionally, enterprises that experience auditing need to be able to track changes made to applications. Financial services, healthcare, public sector, consumer packaged goods, manufacturing and many other organizations are required to be able to show “breadcrumbs” of application changes. Ensure there is a clear option for showing how an application was remediated. AppDNA software includes this option.

Software that claims simple, no-touch auto-remediation can cause more problems than it solves.

Best practices are important. AppDNA software shows detailed application remediation options to make the best choices for in-house standards and regulations, best practices like ITIL or auditing requirements. Choose the best

application remediation for the environment using AppDNA software insight about dependencies, change impact and difficulty of remediation. Simplify remediation for web applications, physical deployments or virtualization projects.

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What happens after application testing and remediation?After application testing and remediation, streamline application preparation for Windows 7, Windows 8 or application virtualization projects with automation. AppDNA software simplifies application preparation after application compatibility is complete. Now valuable application packaging teams can focus time on strategic tasks instead of laboring through manual testing and repackaging.

AppDNA software shares remediated MSI with commercial application packaging tools already in place at many enterprises. This eliminates the need for iterations of user acceptance testing and creates quality, informed packages that can fare well with one round of user testing before deployment.

For a single application or an entire batch of applications, AppDNA software automatically creates virtual application packages ready to deploy via Microsoft App-V or Citrix XenApp. AppDNA software uniquely “invokes” the Citrix Profiler and the Microsoft App-V Sequencer, automatically creating virtual packages ready for deployment.

AppDNA software simplifies virtual and physical package creation, automating manual tasks. Now valuable application packaging teams can focus on managing more difficult issues and streamlining repetitive tasks.

Simultaneously support both physical and virtual application deployment.

Automated Application Preparation

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Daily application managementAfter the migration, application management continues. AppDNA software saves time, cost and risk when new applications, patches, service packs or new technology initiatives impact the IT organization. Prepare for new application deployments, Windows 8 or a hosted private cloud project by taking care of applications on a regular basis.

Streamline day-to-day application compatibility and simplify application management. By understanding clearly how regular patches, service packs or technology initiatives will impact the application environment, your organization can take care of applications on a regular basis with AppDNA software. Risks are known before application deployment.

For larger focused projects like VDI, cloud hosting or combined application deployment initiatives, AppDNA software determines the impact of changing the organization from a physical platform to a virtualization option. No more guesswork or late-night estimates—AppDNA software uses the

application information from the previously tested application portfolio to model the performance of applications in virtual settings, including VDI scenarios.

Model Application Deployment ChoicesUnique forward path modeling can easily determine the best application deployment scenarios. Use application data and AppDNA software to determine if a Citrix XenDesktop, Windows Server 2012 and Windows 7 or Windows 8 configuration might work with your application portfolio. In one fast and accurate report, model best-case scenarios and second choice plans for different technologies.

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In a recent project, application testing was able to reduce the application management process application acquisition time from 36 hours per application to 12 hours per application.

In a portfolio that adds 80 applications per month (960 per year), this added up to:

Before application compatibilityPackaging 12 hours User functionality test 16 QA Certification 8

Total 36 hours per application

X 960 applications 34,560 hours

In-house cost @ $80/h $2,764,800 (USD)Outsourced cost @ $30 $1,036,800

After application compatibilityPackaging 12 hours User functionality tests 0 QA Certification 4

Total 16 hours per application

X 960 applications 15,360

In-house cost @ $80/hr $1,228,800 Outsourced cost @ $30 $460,800

Savings in all in-house $1,536,000 Savings if outsourced $576,000

Daily application management savings

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The SavingsOn average, manual testing of an application for compatibility with a new platform takes between eight and 40 hours depending on the complexity.

Calculate below:

Before application compatibilityPackaging _____ hours per application

User functionality test _____

QA Certification _____

Total _____ hours per application

X _____ applications _____ hours

In-house cost @ $_____/hr _____ Outsourced cost @ $_____ _____

After application compatibilityPackaging _____ hours per application

User functionality test _____

QA Certification _____

Total _____ hours per application

X _____ applications _____ hours

In-house cost @ $_____/hr _____ Outsourced cost @ $_____ _____

Savings in all in-house $_____ per year Savings if outsourced $_____ per year

Daily application management

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Conclusion

1. Will each application work on the new platform? Automated application compatibility testing provides clear information about which applications will migrate and which will need remediation.

2. What are the options for troubleshooting if applications do not work on the new platform? See detailed remediation steps or choose automated fixes based on preferences and strategies. Accurate testing and intelligent remediation combine for less risk when determining application success on a new platform.

3. Are there other options to deliver problem applications? AppDNA software compares different application delivery strategies, side by side, to show which might be the best fit for a specific application portfolio. If physical deployment is not an option, are there virtualization options that may work better? Which may be the best virtualization option based on local practices?

With a clear application management strategy, reconsider the following application migration questions:

4. How much time and money will it cost to migrate the application portfolio? Detailed cost and time reporting allows organizations to budget and plan with accuracy based on their specific portfolio and readiness. Determine size of migration project time, cost, labor skills and risk to the organization.

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About Citrix AppDNACitrix® AppDNA™ application migration software enables enterprises to confidently discover, automate, model and manage applications for faster application migration, easier application virtualization and streamlined application management. Taking application migration and management to a new level, AppDNA software combines insight about applications with highly accurate application testing, remediation and compatibility. AppDNA software uncovers the knowledge needed to guide business decisions about application compatibility, migration, management and long-term application portfolio evolution.

About CitrixCitrix (NASDAQ:CTXS) is the cloud computing company that enables mobile workstyles—empowering people to work and collaborate from anywhere, accessing apps and data on any of the latest devices, as easily as they would in their own office—simply and securely. Citrix cloud computing solutions help IT and service providers build both private and public clouds—leveraging virtualization and networking technologies to deliver high-performance, elastic and cost-effective services for mobile workstyles. With market-leading solutions for mobility, desktop virtualization, cloud networking, cloud platforms, collaboration and data sharing, Citrix helps organizations of all sizes achieve the kind of speed and agility necessary to succeed in an increasingly mobile and dynamic world. Citrix products are in use at more than 260,000 organizations and by over 100 million users globally. Annual revenue in 2012 was $2.59 billion. Learn more at www.citrix.com.

©2013 Citrix Systems, Inc. All rights reserved. Citrix®, XenDesktop®, XenApp® and AppDNA™ are trademarks or registered trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries. All other trademarks and registered trademarks are property of their respective owners.

Visit www.citrix.com/appdna for a demo of the AppDNA software.