Configure and apply templates

You can configure templates to specify what data needs to be logged and how it is to be processed. To do this, open the Recording Service website and click Templates in the navigation menu. Here you can add, change, or remove a template. A Default template is created during the Recording Service installation process. You can add and customize new templates.

The Templates page displays basic information on templates, and allows you to review the default template setting or add a custom template. All options available in the default template can be set in your custom template as well.

If your account is not added to the Admin AD Security group specified during the Recording Service installation, you will not have access to the site.

To configure and apply templates:

  1. Open the Recording Service website and clickTemplates in the navigation menu.

  2. In the Template name column, click Default. Review and modify the available options if required.

    The Default template cannot be renamed or deleted.

    • Start recording when assigned to Recorder – If enabled, this starts recording user actions after you assigned a template to a Recorder. The automatic start recording option is disabled by default.

    • Record screenshots –User activity and screenshots of the applications used are recorded in logs by default. Disable this option if you do not need to save screenshots.

    • Obfuscate user data – Allows protecting sensitive information and ensuring data security by encrypting records in text logs and blurring data in screenshots. Enabled by default.

    • Application list – This allows specifying a list of applications to record user activity. By refining the recording area, you reduce the amount of recorded data, and the analysis result of the recorded events made in Process Intelligence is more accurate. By default, user activities are recorded across all websites and desktop applications that users interact with on their machines. If the option is disabled, you can easily read all the texts and see data in the screenshots. To do this just go to the Logs tab and click LogID.

      • To prohibit the recording of user activity in a website or desktop application, switch the Excluded list on and add one or several items.

      • To track and record user activity only in the specified website or desktop application, switch the Included list on and add one or several items:

        The list of excluded and included websites only works in supported browsers.

        For more information on setting up Excluded and Included lists, see Exclude and include applications.

    • Transformations
      Transformations allow you to find and replace text in logs in order to redact sensitive information, such as email addresses or IDs. This option complements the Obfuscate user data feature. For example, transformations allow you to replace an URL or some text in logs that should remain confidential, while obfuscation allows you only to mask text data or blurs information in screenshots.
      By default, there are no transformations specified. To add transformations to the template, you need to add them to the Transformations tab in advance. When adding a transformation, you must specify:

      • Regular expression – This will be used to search for text in the recorded logs.

      • Replacement– Enter a string to replace the found text.

        Transformations added to a template are applied during the log recording to which the template is assigned. Transformations cannot be undone. For more information on using transformations, see Add and apply transformations.

  3. Click Recorders in the navigation menu to assign the template to a Recorder instance.

    The list of connected recorders displays.

    1. Mark the recorder instance on which you want to set up a template and start recording.

    2. Click Set Template.

      The list of available templates displays.

    3. Click the template you want to use, and then click Select.

    4. The recording runs automatically when the Start recording when assigned to Recorder option is enabled in the template. If this doesn't happen, click Start to run the recording.