**Note.** If the internal error while starting VM occurred, Apptimized shows the following screen: [](https://docs.apptimized.com/uploads/images/gallery/2020-07/mfGAyKvousWOgkf1-discovery_error-massage_02.png) The following actions are recommended for consideration by a user: 1. Contact the Apptimized support 2. **Go to image page** button > **Select discovery – self-service platform** field > **Start VM** button [](https://docs.apptimized.com/uploads/images/gallery/2020-07/eCL8pyeSSe5jkcw7-discovery_error-massage_01.png)
The uploaded files locate in the **Apptimized files** folder on the VM desktop. To start the installation process, a user opens the **.EXE** file located in the **Source** folder. [](https://docs.apptimized.com/uploads/images/gallery/2021-06/RZgpEpvsqvKyhNNX-discovery_08_02.png) Every action is captured as a screenshot which is shown in green boxes appearing on the right-hand side: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/gnvqJZaswYsQjSKd-discovery_09_02-(2).png) When application installation is completed, a user can provide further configurations (only the **Edit** and **Settings** categories). The option to copy files to **Temp storage** is available under **Explorer context menu** > **Copy To Temp**: [](https://docs.apptimized.com/uploads/images/gallery/2021-09/4rQFL20TVySxJ7hi-discovery_x_temp.png) The options to finish the VM session is available under the **Finish** button. [](https://docs.apptimized.com/uploads/images/gallery/2020-04/zN0pb9KcXmEYBjOM-discovery_10.png) The following interface will appear when recording session with Apptimized VM finishes: [](https://docs.apptimized.com/uploads/images/gallery/2020-04/VyEmdrcPwoadnywo-discovery_11.png) The option to restart the VM discovery session is available under the **Restart** button. To confirm the restarting the VM Apptimized shows the following modal window: [](https://docs.apptimized.com/uploads/images/gallery/2020-04/1OYovMcZKX8ySaDX-discovery_12.png) #### **VM control menu** The VM control menu panel is available in the upper right corner of the VM interface. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/JoMtbGQZtNLEAKbT-discovery_14_3-(1).png) Next, each settings category is shown in more detail. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/nNEZNAPUcfm13h9N-Group-4-(2).png) Table 1. VM control menu| **Control menu category** | **Details** | |
| 1 | Screenshots | This setting indicates the screenshot mode. **On** and **Off** options available. The default value is **On**. |
| 2 | Add prerequisites/Edit prerequisites | This setting enables a user to add prerequisite applications.
**Portfolio** tab is available by default. **Update Monitoring** & **Catalogue** tabs become available if there are delivered packages on them.
[](https://docs.apptimized.com/uploads/images/gallery/2021-06/gKl7jlo4mZEY9n7Y-discovery_15_3.png)
**Portfolio** tab
The option to select application is available under **Select applications** field.
[.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/aVX1wrTkkFHsI6Uu-discovery_15_4-(1).png)
The option to select media type for applications is available after the application was selected.
The following media types available:
- Package
- Source
[](https://docs.apptimized.com/uploads/images/gallery/2021-06/9rTFu3uO8jQBfLgz-discovery_x_1.png)
**Note**. One media type is automatically selected if others are missing. [](https://docs.apptimized.com/uploads/images/gallery/2021-06/RRzaEg7knQYdW6AG-image-73.png) The option to use Source media type is available under **Use Source** > **Select Media** > select source file. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/09nzmMPTTY0PjnNz-discovery_x_2-(1).png) The option to use Package media type is available under **Use Package** > **Select Media** > select package file. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/UTvHlXMeOp8T6RGS-discovery_x_3-(1).png) **Update Monitoring** Update Monitoring tab allows to add prerequisites as applications from **Update Monitoring **delivered packages. The option to Select application from Update Monitoring is available under **Select applications: **field > **Select Version for application**. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/dDiIZZi1WXOAJvwx-discovery_X_4-(1).png) **Catalogue** **Catalogue **tab allows to add prerequisites as applications from **Catalogue **delivered packages. The option to select applications from the **Catalogue **is available under **Selec applications: **field > **Select Version for application**. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/BqSiCGZbcUL99MGL-discovery_x_5-(1).png) The option to Save Changes is available under **Save **button. Apptimized shows the following notifications when successful: [](https://docs.apptimized.com/uploads/images/gallery/2021-06/cIBw78yPri9MfFL0-image-1624347161356.png) The option to **Edit prerequisites** becomes available after the prerequisites were added.**Note**. Uploaded prerequisites are shown in the discovery documentation under the Previous application section. [](https://docs.apptimized.com/uploads/images/gallery/2021-09/aZr9gkKZ88d8Edj2-discovery_x_8.png) |
| 3 | RDP | This setting enables a user to work on the VM directly via RDP rather than a browser window. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/q6mRszlhBxoS6Ug7-discovery_16_2-(1).png) The option to download a file is available under the **Download RDP** file. The **RDP file** is available in the **Downloads** folder in user’s PC. [](https://docs.apptimized.com/uploads/images/gallery/2020-04/rj7D1Na0q3zipAnR-discovery_16_10.png) When the remote connection is set, copy the RDP password paste to the modal window. The remote desktop connection window appears when successful: [](https://docs.apptimized.com/uploads/images/gallery/2021-06/hXxgRaHm2vEiUvI8-discovery_16_11.png) |
| 4 | VM Snapshots | The setting enables to create a snapshot of the VM to save its current state or to revert to a state saved earlier. This is applicable when the application has prerequisites that need to be present before a certain action (i.e., Discovery, Packaging, or Testing) can be started. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/q1earvQUGQF2qJeK-discovery_17_2-(2).png) The snapshot option is available under the **VM snapshot** button > **Snapshot name** field > **Take** button. |
| 5 | Clipboard | This setting enables a user to put text from the user’s system to the VM clipboard. Transferring clipboard content between the host machine and the VM is performed via "Cut & Paste" in most user scenarios. If the user experiences any issues with "Cut & Paste", the Clipboard button can be used to put the text to the VM's clipboard. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/FirV4VtGIrouVpAf-discovery_18_2-(1).png) |
| 6 | Ctrl + Alt + Del | This setting enables to open security options menu at the VM. |
| 7 | Fullscreen | This setting enables to put a browser in a full-screen mode. |
| 8 | Restart | This setting enables a user to redo the discovery session on a restarted VM. The following restart options available: - OS (Operating system restart. Equal to Power > Restart); - VM (Equal to the Reset button on the real PC); - Session (Restart current session. All unsaved progress will be lost). [](https://docs.apptimized.com/uploads/images/gallery/2020-04/izI3ki86lz1WjB3S-discovery_19.png) When the restart option is chosen, the confirmation model window appears. |
| 9 | Finish | This setting finishes the VM when the discovery session is completed. |
| **Request status** | **Description** |
| Incoming check | The request has not been processed by the Apptimized team yet. The request is in the queue. |
| In progress | The request was processed by the Apptimized team. The request is in progress. |
| Action required | The Apptimized team asked the user a question. The user answer is needed. |
| Delivered | Discovery results are available to the user. Discovery results can be provided in **PDF** and **HTML** formats. |
| Error analysis | The user rejected the Discovery results. Apptimized team fixes bugs in the Discovery document. |
| Approved | The user has confirmed the Discovery results. |
| Canceled | The user canceled the Discovery request at the processing stage. |
**Note.** When a user approves the request, the option can`t be canceled.
##### **Deliverables block** This block provides the discovery results to a user. Discovery results can be provided in PDF and HTML formats. The option to download the discovery results is available under the **Download** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/fCmMOzkPF7ePOqjo-discovery_54-(1).png) If a user is not satisfied with the discovery results, they can be rejected for further processing by the Apptimized team. The option to reject the discovery results is available under the **Factory request** section under the **Factory activity **block (see [**Factory activity**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/discovery#bkmrk-comments-%26-attachmen) block). ##### **Factory activity block** The option to contact the specialist from the team is available under the **Factory activity** block > **Factory request** > **Write a message**... field. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/9uM3zWDYFN9427iC-discovery_19-(1).png) The option to add optional attachments to the comment, such as screenshots or additional files (max 10 MB per file), is available under the **Select ****file**. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/YpioXUsNWIlUqMVd-discovery_20-(2).png) The option to send a message is available under the **Add** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/PLn2ZE9n3MlRx3J3-discovery_21-(1).png) The option to provide additional comments or attachments to the Apptimized team is available under the **Factory activity** block after the Factory request was solved. The option to ask additional questions to the Apptimized team is available under the **Report a problem** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/dCyeofcN0C8DqNmh-discovery_22-(1).png) Apptimized provides the following modal window when successful: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/N2n2ngaEjbmuGYvS-packaging_23-(2).png) The option to write a text message is available under the **Write your problem** field. [](https://docs.apptimized.com/uploads/images/gallery/2021-06/6xoAlvb3jarfH8su-packaging_24.png)**Note.** This field is mandatory.
The option to attach a file is available under the **Select file** field. [](https://docs.apptimized.com/uploads/images/gallery/2021-06/BohpvVdHQAv8vQD9-packaging_25.png) The option to change the attached file is available under the **Change** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/O39QjMB2hotX9p2z-packaging_26_3-(1).png) The option to remove the attached file is available under the **Remove** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/ITBYIKfheqDvVfxR-packaging-27-(1).png) The option to send a message is available under **Send** field. **Cancel** – reverts to general Factory process workflow. [](https://docs.apptimized.com/uploads/images/gallery/2021-06/9UTowLyYgK7MB2ZW-packaging_28.png) Apptimized shows the message history interface when successful: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/fCmMOzkPF7ePOqjo-discovery_54-(1).png)**Note.** The attached files appear above the message history interface.
[.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/PpQYlcpOFyHOAo6Z-discovery_30-(1).png) If Apptimized needs some additional information, a user will receive notifications and a warning icon in the dashboard: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/YrFbKwxmH57iw66m-discovery_40-(2).png) [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/LKFlzJYbCoL0pwpL-discovery_34-(1).png) If there is feedback from the user regarding the Factory Request, the following notification and status in the dashboard appear: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/wsajrhpC8RCdeXuQ-packaging_36-(1).png) [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/gAY4IknVjTajo4CA-discovery_36-(1).png) Apptimized provides the following notification and statuses in workflow and dashboard after the request was solved: [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/wsajrhpC8RCdeXuQ-packaging_36-(1).png) [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/qWlHKpSJMcdp5swM-discovery_33-(2).png) [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/GZ5eFNv0AiDqwREG-discovery_37-(2).png) ##### **Finish Discovery - Factory Service** The Finish button becomes active when a request is approved by a user. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/xPAWwfKD1DwjQCyP-discovery_62-(4).png) The option to create a new request is available under the **Create new request** button. Apptimized shows the following modal window to confirm the request approval: [](https://docs.apptimized.com/uploads/images/gallery/2020-04/SySuYgeb9XrmoHNT-discovery_49.png) Apptimized shows the following screen when successful: [](https://docs.apptimized.com/uploads/images/gallery/2020-04/YOeDdCjqeZUenEiA-discovery_61.png) The option to finish Discovery - Factory Service process is available under the **Finish** button. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-06/6qlXsYryghMyrXDB-discovery_59-(1).png) Apptimized shows the following screen when successful: [](https://docs.apptimized.com/uploads/images/gallery/2021-08/MNP04Qq1Iber55Bs-discovery_60_2.png)