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IBM Tealeaf cxVerify User`s Guide

1. 3 Change the account to use On the server open the Windows Services Control Panel In the list of services double click Tealeaf Extractor Service Click the Log On tab Click This Account Specify the account to use f Click OK 4 In the Domain controller verify that the above user is part of the Admin group for the domain which ensures that the user has access to the other servers in the domain Dagono Chapter 4 IBM Tealeaf cxVerify trouble shooting tips 19 5 In the Tealeaf Portal add the above account to the IBM Tealeaf cxImpact Admin group a In the Portal menu select Tealeaf gt Portal Management b In the Portal Management page click the IBM Tealeaf CX User Administration heading c Click the Groups link d Select Admin Group e Click Assign Users f Select a check box next to the above user g Click Save 6 Restart all Tealeaf Services 20 IBM Tealeaf cxVerify User s Guide Chapter 5 IBM Tealeaf cxVerify metadata fields The chapter provides information on IBM Tealeaf cxVerify metadata fields that can be used in PDF files Metadata field descriptions This topics provides field names and description for meta data used in IBM Tealeaf cx Verify Table 5 Field Descriptions Field Name Description PDF Note SessionDateTime Session DateTime stamp 1 ExtractDateTime Extract DateTime stamp 2 LoginID User Login ID 3 This value
2. IBM Tealeaf cxVerify Version 9 Release 0 2 June 18 2015 cxVerify User s Guide ah Note Before using this information and the product it supports read the information in Notices on page 25 This edition applies to version 9 release 0 modification 1 of IBM Tealeaf cxVerify and to all subsequent releases and modifications until otherwise indicated in new editions Copyright IBM Corporation 1999 2015 US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Contents Chapter 1 IBM Tealeaf cxVerify overview IBM Tealeaf cxVerify product overview How IBM Tealeaf cxVerify works cxVerify benefits IBM Tealeaf documentation nd help Chapter 2 Session and archive tasks What is a session task Extracting session data What is an archive task Archiving session data Viewing tasks Editing tasks Removing tasks cxVerify field definitions f r extraction and achive tasks Chapter 3 Scheduled tasks Viewing scheduled tasks Checking task status Running the task again Stopping the task Disabling the task Copyright IBM Corp 1999 2015 pee COC MANA OI NBR mi m i p pm Mm O 01010101 01 cxVerify field definitions for scheduled tasks 16 Chapter 4 IBM Tealeaf cxVerify trouble shootingtips 17 Viewing log files z 2 VA Network interruption
3. e RTV Profile Enter the name of theCX RealiTea Viewer profile that contains the user settings to apply to the export Through a profile you can configure specific user settings to apply to the outputted file For example some environments do not provide access to the enterprise customer facing website Instead you are be required to specify an internal server for access through the profile settings e TLI Directory This directory specifies a local cache of images Java files and other environmental data By referencing a local cache the export process does not need to retrieve these items from the server for each exported session TLI Filename Enter the root file name of the TLI file that is in the TLI directory You do not need to specify the file extension e Filename Select the date stamp append string that is used in the IBM Tealeaf image file name e Temp Directory Specify the directory where the TLS file is written before it is attached to the PDF e Portal Authentication If the Portal manages authentication of user accounts through its own mechanisms you must supply IBM Tealeaf cxVerify with a user name and password with which it can access the Portal to retrieve sessions Digital Signature field names and field definitions This list contains the field names and field definitions for the Digital Signature tab Enabled Select to include the specified digital signature in the PDF file e Certificate Path
4. Click the icon 4 Click Session File Task The General tab panel is displayed On this tab you enter general information about the extraction task 5 Enter Name 6 Enter Description 7 Select Scheduling 8 Select Daily Extract Option 9 Select Extraction Period 10 Enter any Post Command 11 Select the Active check box if you want this task to run on this schedule 12 Select the CX Servers tab On this tab you specify the server from which to extract the session data 13 Select the check box for the IBM Tealeaf CX Servers from which to extract data 14 Select the Data Set tab 15 Select the Exclude Single Hit Sessions check box if you want to exclude sessions composed of a single request and single response 16 Select the Enable Custom Search String check box if you want to search based on a custom string 17 Enter the custom extract search string in the String field You can copy search criteria from RTV or the Portal and copy them into this field 18 Select the Custom Search String appears on same page check box if you want the search criteria to match the custom extract search string and match the other search parameters for the task must be on the same page 19 Select the Data Filters tab On this tab you specify which events to include or exclude session that are based on specific types of data 20 Select the Data Filters Data Filters choices are ResponseType URL StatusCode URL fields Cookies Event I
5. The location of the digital certificate e Certificate Password The password to access the digital certificate PDF Page field names and field definitions This list contains the field names and field definitions for the PDF Page tab To include all fields click Set All e To include a field select the check box next to its name e To clear all fields click Clear All IBM Tealeaf cxVerify User s Guide Notification field names and field definitions This list contains the field names and field definitions for the Notification tab e To Enter a comma separated list of email addresses to receive updates on the task status e Cc Enter a comma separated list of email addresses to receive a copy of updates on the task status e Bec Enter a comma separated list of email addresses to receive a blind copy update on the task status Chapter 2 Session and archive tasks 13 14 IBM Tealeaf cxVerify User s Guide Chapter 3 Scheduled tasks You can view the status of scheduled tasks check task status run tasks again stop tasks and disable tasks in cxVerify Viewing scheduled tasks You can view a list of all scheduled cxVerify tasks You can use this list to monitor your scheduled tasks Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Scheduled Tasks The list of scheduled tasks are displayed Checking task status You can monitor task status The task status is displayed i
6. complete the task a predefined number of times e Errors are reported in the Extractor log and the IBM Tealeaf cxVerify Tasks log This number of repeat attempts can be configured through the Extractor Service configuration in TMS For more information see the IBM Tealeaf cxImpact Administration Manual If the number of failures reaches the limit then the task is resumed at the next scheduled time Note When a rescheduled task is resumed the extraction resumes where it left off For example if the extraction was midway through the second of three canisters the sessions in the first canister and the first half of the second canister are not re extracted Handling socket exceptions You need to determine why a socket exception has occurred If the data extraction process receives a socket exception while it is communicating with the IBM Tealeaf Processing Server it pings the IBM Tealeaf CX Server It then takes one of the following actions If the server is not reachable for a configurable period IBM Tealeaf cxVerify stops processing for that server and logs an error If there is more than one IBM Tealeaf CX Server it attempts to connect to the next server e If the IBM Tealeaf CX Server is reachable it tries to contact the IBM Tealeaf Search Server service If the IBM Tealeaf Search Server service is not responding for a configurable period it stops processing for that server and logs an error If there are multiple IBM
7. true www tealeaf com defaultpage products cximpact asp products quicktour cximpact quicktour_cximpact a sp products cxview asp products quicktour cxview quicktour_cxview asp CA TLT_GEO COUNTRY_CODE US Event Value IDs Event Value Titles Event Value IDs Event Value Titles 2001 1342 1052 1001 1009 1065 1068 1233 1140 1141 1079 200 1 to 1 000 000 Less than 10 000 West California 2 T1 North America English cxImpact cxView 6 10 Pages 2001 1342 1052 1001 1009 1065 1068 1233 1140 1141 1079 200 1 to 1 000 000 Less than 10 000 West California 2 T1 North America English cxImpact cxView 6 10 Pages Chapter 5 IBM Tealeaf cxVerify metadata fields 23 24 IBM Tealeaf cxVerify User s Guide Notices This information was developed for products and services offered in the U S A IBM may not offer the products services or features discussed in this document in other countries Consult your local IBM representative for information on the products and services currently available in your area Any reference to an IBM product program or service is not intended to state or imply that only that IBM product program or service may be used Any functionally equivalent product program or service that does not infringe any IBM intellectual property right may be used instead However it is the user s responsibility to evaluate and verify the operation of any non IBM product program or service
8. CX Configuration Manual IBM Tealeaf CX Cookie Injector Manual IBM Tealeaf CX Databases Guide IBM Tealeaf CX Event Manager Manual IBM Tealeaf CX Glossary IBM Tealeaf CX Installation Manual IBM Tealeaf CX PCA Manual IBM Tealeaf CX PCA Release Notes IBM Tealeaf CX IBM Tealeaf CX RealiTea Viewer Client Side Capture Manual IBM Tealeaf CX RealiTea Viewer User Manual IBM Tealeaf CX Release Notes IBM Tealeaf CX Release Upgrade Manual IBM Tealeaf CX Support Troubleshooting FAQ IBM Tealeaf CX Troubleshooting Guide IBM Tealeaf CX UI Capture j2 Guide IBM Tealeaf CX UI Capture j2 Release Notes IBM Tealeaf cxImpact IBM Tealeaf cxImpact Administration Manual IBM Tealeaf cxImpact User Manual IBM Tealeaf cxImpact Reporting Guide IBM Tealeaf cxConnect IBM Tealeaf cxConnect for Data Analysis Administration Manual IBM Tealeaf cxConnect for Voice of Customer Administration Manual IBM Tealeaf cxConnect for Web Analytics Administration Manual IBM Tealeaf cxOverstat IBM Tealeaf cxOverstat User Manual IBM Tealeaf cxReveal IBM Tealeaf cxReveal Administration Manual IBM Tealeaf cxReveal API Guide IBM Tealeaf cxReveal User Manual IBM Tealeaf cxVerify IBM Tealeaf cxVerify Installation Guide IBM Tealeaf cxVerify User s Guide IBM Tealeaf cxView IBM Tealeaf cxView User s Guide Chapter 1 IBM Tealeaf cxVerify overview 3 4 Table 2 Available documentation
9. IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not grant you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castle Drive Armonk NY 10504 1785 U S A For license inquiries regarding double byte DBCS information contact the IBM Intellectual Property Department in your country or send inquiries in writing to Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd 19 21 Nihonbashi Hakozakicho Chuo ku Tokyo 103 8510 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make improvements and or changes in the product s and or the program s describ
10. Tealeaf CX Servers the extractor process attempts to connect to the next server Copyright IBM Corp 1999 2015 17 Daily tasks fail to start when scheduled You need to determine why daily tasks fail to start when scheduled IBM Tealeaf cxVerify delays the start of a daily task until all sessions to be extracted were indexed into the Long Term Canister IBM Tealeaf cxVerify inserts an extra time margin to ensure that any idle sessions in the canister expired Any IBM Tealeaf cxVerify daily task has an end time of 24 00 and the task cannot begin until one hour after the last session was indexed This one hour buffer ensures that all sessions marked as closed had time to be indexed For a daily task that extracts yesterday s data 00 00 24 00 of the date before today the earliest start time is 1 00 am In addition to the one hour buffer sessions do not close until the canister session idle time expired If the session idle time is set for 30 minutes the earliest executable start time is 1 30 am Suppose that the Nightly Extract is scheduled to run at 00 01 each morning At 00 01 the Nightly Extract attempts to run and checks the session indexes The last indexed session time was 23 49 50 from the previous day so the one hour buffer test that failed and the task is scheduled to run again at 01 01 e At 00 55 the Nightly Extract attempts to schedule a run at 01 01 and checks the session indexes Since the last indexed ses
11. Update any of the fields as required Click Save aaron Removing tasks You can remove extraction and archive tasks configured in cxVerify Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify Click Configured Tasks Select the task you want to edit Click the icon Click yes to confirm that you want to remove the task ok wo N cxVerify field definitions for extraction and archive tasks 10 If you need more information about populating fields during an extraction or archiving task you can find them here General field names and field definitions This list contains the field names and field definitions for the General tab e Name the name for the task which is displayed in the Configured Tasks and Scheduled Tasks windows Illegal characters are removed from the Name when the task is saved e Description the description for the task Scheduling the schedule for when the task is to run Choose one of the following Run Now As soon as the task is configured run it immediately Run Once Run the task at the scheduled time and then do not run it again Run Daily Run the task at the scheduled time each day To account for the processes of indexing sessions and canister session timeout settings it is recommended that any daily tasks be scheduled after 02 00 00 each night Run Hourly Run the task every hour of every day e Daily Extract Option If you schedu
12. causes extat service to fails dr A wom ae te Be BAZ Handling socket exceptions dn ie 3 koge ver V Daily tasks fail to start when schedulled soa uh 18 Error message Revocation information is not available 18 Error Message invalid HTTP response status 401 19 Chapter 5 IBM Tealeaf cxVerify metadata fields 2 1 Metadata field descriptions 21 Legacy support for event definitions 21 Example outputs 23 Notices 6 8 we ww we 2 25 Trademarks i ad Am amp 426 Privacy Policy Considerations eo Sh e we ee ili iv IBM Tealeaf cxVerify User s Guide Chapter 1 IBM Tealeaf cxVerify overview The IBM Tealeaf cxVerify User guide provides information on extracting session data based on a schedule and archiving sessions IBM Tealeaf cxVerify product overview IBM Tealeaf cxVerify is a Windows service that runs on the IBM Tealeaf CX server Typically it runs on a separate server from the primary IBM Tealeaf CX server but it can be installed on the primary server if needed You can run only one IBM Tealeaf cxVerify server at any time IBM Tealeaf cxVerify consists of the following components e User interface Service that schedules and extracts selected customer session data e Viewer that enables business users to replay and review customer sessions The batch load extraction service can run as a scheduled process or when needed cx
13. the Certificate password 28 Select the PDF Page Fields tab On this tab you specify the data fields that are written into the meta data of the PDF file 29 Select one of the options Set All Clear All or select an individual data field to include 30 Select the Notification tab On this tab you specify the email addresses that should be notified of task status update 31 Select To and enter the email addresses To enter more than one email address enter the addresses in a comma seperated format 32 Select Cc and enter the email addresses To enter more than one email address enter the addresses in a comma seperated format 33 Select Bcc and enter the email addresses To enter more than one email address enter the addresses in a comma separated format 34 Click Save when you have finished entering all of the information for this session Viewing tasks You can view extraction and archive tasks configured in cxVerify Task information includes ID Task Name Enabled Start Time and Schedule Type Procedure 1 Access and log into the IBM Tealeaf Portal The Portal Management panel is displayed 2 Select Tealeaf gt cxVerify 3 Click Configured Tasks Editing tasks You can edit extraction and archive tasks Chapter 2 Session and archive tasks 9 Procedure From the IBM Tealeaf Portal select Tealeaf gt cxVerify Click Configured Tasks Select the task you want to edit Click the Pencil icon
14. to complete To find out why select the task and click View Log Stopped The scheduled task was stopped by a user Running The scheduled task is running To stop any task select it and click Stop Task e Start Time The date and time for the next time the task is scheduled to run Time is based on a 24 hour clock Timestamps for when the task actually started are labeled with an asterisk Information A short message that indicates the results of the task For more information see the log for the task IBM Tealeaf cxVerify User s Guide Chapter 4 IBM Tealeaf cxVerify trouble shooting tips You may encounter error messages or error situations while using cxVerify Use the troubleshooting tips to resolve the issues Viewing log files cxVerify has a log file and an extended log file These log files might be helpful when troubleshooting system errors Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Configure Tasks The list of configured tasks are displayed 3 Right click on the task for which you want to view a log file and select View Log or View Extended Log The log file is displayed Network interruption causes extractor service to fails Network interruptions can cause the extractor service to fail Typically tasks fail when there are network interruptions or the Extractor Service is unable to connect to a canister When a task fails IBM Tealeaf cxVerify tries to
15. Daily extract options Extraction period Post extraction commands Where do you want to store the extracted CX Servers session data What data filters do you want to use Data Filters Where do you want the session data to be Destination archived Do you want to password protect the Digital Signatures session data What data fields do you want to displayed PDF page fields in the PDF Who should be notified when the session Notifications data task have been completed What type of session do you want to Data Set extract Single hit sessions Session based on a search string Depending on the type of scheduling IBM Tealeaf cxVerify waits the following time periods Copyright IBM Corp 1999 2015 5 e For repeated tasks such as daily or hourly task IBM Tealeaf cxVerify verifies that the session indexes were updated at least 1 hour after the end of the configured extract time If an hourly job is unable to complete in the allotted number of tries it is skipped and is not reattempted The next hour the job is run to collect that hour s data e Run Now tasks do not check the indexes Extracting session data 6 You can create a new session extraction task Session extraction tasks are used to schedule the session extraction based on servers data set and data filters Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Configured Tasks 3
16. Decisions Which tab to look in When do you want to run the archive task General Schedule e Daily extract options Extraction period Post extraction commands Where do you want to extracted session CX Servers data from Where do you want the session data to be Destination archived Do you want to trim the archive Destination Do you want to perform a check on the Destination archive Who should be notified when the archiving Notifications task have been completed What type of session do you want to Data Set Archiving session data 8 You can archive session data Archive tasks are used to archive the session based on servers data set and data filters Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Configured Tasks 3 Click icon The General task configuration page is displayed On this tab you enter general information about the task 4 Click Archive Task The General tab panel is displayed On this tab you enter general information about the archive task Enter Name Enter Description Select Scheduling Select Daily Extract Option Select Extraction Period Enter the Post Command oP OO Noo h ok to run on failure Select the Run post command on failled task if you want the post command 12 Select the Active check box if you want this task to run on this schedule 13 Select the CX Server tab On this tab you specify the server from whi
17. F e Selective archiving allows for storage of specific sessions Archived sessions can be replayed IBM Tealeaf documentation and help 2 IBM Tealeaf provides documentation and help for users developers and administrators Viewing product documentation All IBM Tealeaf product documentation is available at the following website https tealeaf support ibmcloud com Use the information in the following table to view the product documentation for IBM Tealeaf Table 1 Getting help To view Do this Product documentation On the IBM Tealeaf portal go to gt Product Documentation IBM Tealeaf Knowledge Center On the IBM Tealeaf portal go to gt Product Documentation and select IBM Tealeaf Customer Experience in the ExperienceOne Knowledge Center Help for a page on the IBM Tealeaf Portal On the IBM Tealeaf portal go to gt Help for This Page Help for IBM Tealeaf CX PCA On the IBM Tealeaf CX PCA web interface select Guide to access the IBM Tealeaf CX PCA Manual IBM Tealeaf cxVerify User s Guide Available documents for IBM Tealeaf products The following table is a list of available documents for all IBM Tealeaf products Table 2 Available documentation for IBM Tealeaf products IBM Tealeaf products Available documents IBM Tealeaf CX IBM Tealeaf Customer Experience Overview Guide IBM Tealeaf CX Client Framework Data Integration Guide IBM Tealeaf
18. Verify uses an Extraction API to extract the archived session data In a single machine environment data is extracted from the Long Term Canister How IBM Tealeaf cxVerify works IBM Tealeaf cxVerify system runs the following tasks Procedure 1 Queries the IBM Tealeaf CX Server to return a list of matching sessions 2 Queries the IBM Tealeaf CX Server to return the XML session document for each matching session 3 Parses the returned XML and extracts name value data such as URL field name and URL field value 4 Packages the customer session data into a replayable file format o Wraps the replayable session file into a PDF file with selected metadata 6 Writes the PDF file with the embedded session to a pre defined directory where it can be archived or managed by your existing systems cxVerify benefits There are many benefits to using IBM Tealeaf cxVerify IBM Tealeaf cxVerify is a valuable tool which can be used in resolving customer disputes and retaining a comprehensive record of customer interaction for compliance purposes Key features include e Session data extraction can be defined in a hourly a daily or on a custom schedule Copyright IBM Corp 1999 2015 1 e Session data can be extracted and wrapped in a saved as an Adobe Acrobat PDF file The PDF file includes critical information such as the customer ID date and time and specific events e Session data is embedded with a replay in PD
19. al information is collected by these cookies If a Software Offering you are using enables you to collect personal information through cookies and similar technologies we inform you about the specifics below Depending upon the configurations deployed this Software Offering may use session and persistent cookies that collect each user s user name and other personal information for purposes of session management enhanced user usability or other usage tracking or functional purposes These cookies can be disabled but disabling them will also eliminate the functionality they enable Various jurisdictions regulate the collection of personal information through cookies and similar technologies If the configurations deployed for this Software Offering provide you as customer the ability to collect personal information from end users via cookies and other technologies you should seek your own legal advice about any laws applicable to such data collection including any requirements for providing notice and consent where appropriate IBM requires that Clients 1 provide a clear and conspicuous link to Customer s website terms of use e g privacy policy which includes a link to IBM s and Client s data collection and use practices 2 notify that cookies and clear gifs web beacons are being placed on the visitor s computer by IBM on the Client s behalf along with an explanation of the purpose of such technology and 3 to the extent required by la
20. art RTV O o N o Ol Results After the above configuration change was performed RTV should be able to capture the images and the IBM Tealeaf cxVerify task should complete Error Message Invalid HTTP response status 401 You need to determine why the error message Search Server invalid HTTP response status 401 has occurred About this task When running IBM Tealeaf cxVerify data extractor jobs you may see errors similar to the following 9 29 2009 12 23 36 PM Reading event definitions 9 29 2009 12 23 36 PM Search server error HQA 19000 Tealeaf SearchServer SearchServerException SearchServerCS TalkToRealSearchServer Invalid HTTP response status 401 at TeaLeaf SearchServer RealSearchServer RealCommunicate String command ArrayList args Int32 timeout at TeaLeaf SearchServer TLSearchServer GetEventListMS Boolean log Int32 timeout 9 29 2009 12 23 36 PM Trying to get event list from search server HQA 19000 The IBM Tealeaf cxVerify is attempting to run the data extraction task as the local system administrator account Under NT authentication it is recommended that the DataExtractor use a local non system account Procedure 1 Review the logs to verify the NT user being used to connect You should see an entry like the following 9 29 2009 12 23 35 PM NtAuthorization server HQA 19000 user NT_AUTH SYSTEM 2 The above indicates that a local system admin account user is in use NT_AUTH SYSTEM
21. ch to extract data 14 Select the check box for the IBM Tealeaf CX Servers from which to extract data IBM Tealeaf cxVerify User s Guide 15 Select the Data Set tab 16 Select the Exclude Single Hit Session check box if you want to exclude sessions composed of a single request and single response 17 Select the Enable Custom Search String check box if you want to search based on a custom string 18 Enter the custom extract search string in the String field You can copy search criteria from RTV or the Portal and copy them into this field 19 Select the Custom Search String appears on same page check box if you want the search criteria to match the custom extract search string and match the other search parameters for the task must be on the same page 20 Select the Destination tab On this tab you specify the destination of the archive depending on the type of archive 21 Select Selective Archive Then enter the Archive Canister information 22 Select Trim Archive Then enter the Trim an Archive Canister information 23 Select Archive Check Then select active check and fix or check only 24 Select the Digital Signature tab On this tab you apply a digital signature to the exported PDF which ensures that the file can not be altered without detection Applying a digital signature is optional 25 To enable the digital signature select the Enable check box 26 Enter the Certification path 27 Enter
22. ds and Var For example select Cookie 21 Select a session filter option Options are Include All Exclude All Include Specific and Exclude Specific For example select Exclude Specific 22 Enter any other information For this example enter _VIEW The filter then says exclude all sessions with cookie name _View IBM Tealeaf cxVerify User s Guide 23 24 25 26 27 28 29 30 31 32 33 34 35 36 Select the Destination tab On this tab you specify the destination of the archive depending on the type of archive For Session Files click Session Files and complete these steps e Select the Active check box if the destination is active one for the task e Enter the PDF directory e Select the Write PDF files to daily sub directory e Select Merge Sessions to assemble multiple session fragments into a single session e Enter a Temp Directory where the TLS file is written before it is attached to the PDF For Session with Images click Session Files with Images and complete these steps e Select the Active check box if the destination is active one for the task Enter the PDF directory e Select the Write PDF files to daily sub directory Enter RTV Profile Enter TLI Directory Enter TLI File Name e Select Filename Prefix e Enter a Temp Directory where the TLS file is written before it is attached to the PDF Select the Digital Signature tab On this tab you ap
23. ealeaf gt cxVerify 2 Click Configure Tasks The list of configured tasks are displayed 3 Right click on the task you want to disable and select Disable Task cxVerify field definitions for scheduled tasks 16 If you need more information about fields while you are monitoring scheduled tasks you can find them here Field Definitions e Name the name for the task which is displayed in the Configured Tasks and Scheduled Tasks windows Illegal characters are removed from the Name when the task is saved e Description the description for the task e Scheduling the schedule for when the task is to run Choose one of the following Run Now As soon as the task is configured run it immediatel y Run Once Run the task at the scheduled time and then do not run it again Run Daily Run the task at the scheduled time each day Run Hourly Run the task every hour of every day e ID contains the internal identifier for the task Identifiers are used by IBM Tealeaf cxVerify tasks hidden internal tasks and IBM Tealeaf cxConnect for Data Analysis tasks if it is installed Name The name for the task Status The status of the task To refresh the status of all tasks in the window click Refresh Waiting to Run The task is scheduled to run Completed The scheduled task completed successfully To run a task again select the task and click Run Again Failed The scheduled task failed
24. eck box The default directory for the command is lt Tealeaf_install_directory gt DataExtractor Note Post commands run as separate tasks after the current task These tasks can be tracked as scheduled tasks For more information see the IBM Tealeaf cxConnect for Data Analysis for Administration Manual Active Select the Active check box to enable the task to be run according to schedule Data Set field names and field definitions This list contains the field names and field definitions for the Data Set tab Exclude Single Hit Sessions Select this option to exclude sessions that are composed of a single request and a single response These sessions are often not interesting to users Enable Custom Extract String In the Portal or the IBM Tealeaf CX RealiTea Viewer you can search for specific sessions For example you can search for specific values in fields in the session data You can copy search criteria from RTV or the Portal and paste them into this field For more information about the syntax see the IBM Tealeaf RealiTea Viewer User Manual Custom Search String appears on same page When enabled matches of the custom search string and matches of the other search parameters for the task must appear on the same page to be displayed in the results Searches configured with this option are limited to retrieving and extracting a maximum of 16 384 sessions Data Filter field names and field definitions This list con
25. ed in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Licensees of this program who wish to have information about it for the purpose of enabling i the exchange of information between independently created programs and other programs including this one and ii the mutual use of the information which has been exchanged should contact Copyright IBM Corp 1999 2015 25 IBM Bay Area Lab 1001 E Hillsdale Boulevard Foster City California 94404 U S A Such information may be available subject to appropriate terms and conditions including in some cases payment of a fee The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement IBM International Program License Agreement or any equivalent agreement between us Any performance data contained herein was determined in a controlled environment Therefore the results obtained in other operating environments may vary significantly Some measurements may have been made on develo
26. for IBM Tealeaf products continued IBM Tealeaf products Available documents IBM Tealeaf CX Mobile IBM Tealeaf cxVerify User s Guide IBM Tealeaf CX Mobile Android Logging Framework Guide IBM Tealeaf Android Logging Framework Release Notes IBM Tealeaf CX Mobile Administration Manual IBM Tealeaf CX Mobile User Manual IBM Tealeaf CX Mobile iOS Logging Framework Guide IBM Tealeaf iOS Logging Framework Release Notes Chapter 2 Session and archive tasks You use cxVerify to manage data extractions and move extractions to archives Through the IBM Tealeaf Portal you can configure session and archive tasks Creating tasks requires administrator privileges in your IBM Tealeaf Portal account If you cannot see the IBM Tealeaf menu in the Portal you do not have administrator privileges What is a session task Session tasks are used to schedule session data extractions based on servers data set and data filters and then store the data Session data provides an accurate representation of the customer s interaction during a visit to your website A session task is used to extract session data into a PDF file When you create a session task you are extracting the session data You need to decide on the following scheduling and extraction options Table 3 Extracting Session Data Decisions Decisions Which tab to look in When do you want to run the extraction General task Schedule e
27. is taken from Session Attribute 00 RemoteAddr Client IP address 4 Url Session URL titles 5 UrlFields IBM TealeafURL fields 6 AppData IBM Tealeaf Application Data 7 Cookies Cookies 8 EventID Event ID 9 EventTitle Event Title 10 EventTextFound Event Text Found or fact value 11 EventValueID Event Value ID 12 EventValueDescription Event Value Description 13 SessionMerges Number of Session Merges 14 CanisterName Canister Name 19 SessionID Canister ID 20 TLTSID IBM Tealeaf Session ID 21 TLTUID IBM Tealeaf User ID 22 HitCount Number of Hits 23 ExtractSearchString Extract Search String 24 SesnAttr Session attributes Session attributes Session attributes fields 05 63 are also included in the output as the SesnAttr values Legacy support for event definitions This topic provides information on how pre Release 8 0 event definitions are mapped into Release 8 0 IBM Tealeaf cxVerify data fields Copyright IBM Corp 1999 2015 21 22 The No Dimension Report Group report group which is associated with all events can be exported through IBM Tealeaf cxVerify The following table describes how pre Release 8 0 event definitions are mapped into Release 8 0 IBM Tealeaf cxVerify data fields Table 6 Legacy Support for Event Definitions Item Release 8 0 or later field pre Release 8 0 field Event Name Eventname event_name Event ID Event ID unique_id Category ID empty ca
28. le a Daily extract task you can choose to extract from the current day the previous day or some day in the past as specified by the number of days that are entered in the text box Your selections auto populate the Extraction Period settings Current Day Extracts sessions from today s date If you want a full 24 hours worth of data schedule this for just before midnight Previous Day Extracts sessions from yesterday s date N th Day ago where N is how many days ago e Extraction Period The time period from which to extract session data These fields are constrained based on the Scheduling selection You can apply more IBM Tealeaf cxVerify User s Guide filters to the data through the Data Filters tab Some session data can be excluded as part of the data extract through the Data Set tab Enable Custom Extract Commands If you must apply custom commands to the data extractor on the host computer select this option and enter the command While the extractor understands a small set of commands this option is rarely used on recent installations Post Command To run a command after the task finishes successfully enter a command in the Post Command text box For example if you are generating log files you can move the log files to an archive location after they are created You run this command at the command line of the host operating system for the extractor To run this command even if the task fails select the ch
29. n the Information column Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Scheduled Tasks The list of scheduled tasks are displayed In the Information column you can monitor the progress of the task completion When the task is complete the Information column field value concludes with Processed 3 To refresh the display click Refresh Running the task again You may find it necessary to run a task immediately As soon as you click Run Task again the task runs Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cx Verify 2 Click Configured Tasks The list of configured tasks are displayed 3 Right click on the task you want to run again and select Run Task Again Stopping the task At some point in time you might need to stop a extraction or archive task that is currently running or stop a task that is scheduled in the future Procedure 1 From the IBM Tealeaf Portal select Tealeaf gt cxVerify 2 Click Configured Tasks The list of configured tasks are displayed 3 Right click on the task for which you want to stop and select Stop Task Copyright IBM Corp 1999 2015 15 Disabling the task You might want to disable a task By doing this you are clearing the enable flag for the task and removing the task from the schedule You can only disable tasks that are scheduled or waiting to be scheduled Procedure 1 From the IBM Tealeaf Portal select T
30. ply a digital signature to the exported PDF which ensures that the file can not be altered without detection Applying a digital signature is optional To enable the digital signature select theEnable check box Enter the Certificate path Enter the Certificate Password Select the PDF Page Fields tab On this tab you specify the data fields that are written into the meta data of the PDF file Select one of the options Set All Clear All or select an individual data field to include Select the Notification tab On this tab you specify the email addresses that should be notified of task status update Select To and enter the email addresses To enter more than one email address enter the addresses in a comma seperated format Select Cc and enter the email addresses To enter more than one email address enter the addresses in a comma seperated format Select Bcc and enter the email addresses To enter more than one email address enter the addresses in a comma separated format Click Save when you have finished entering all of the information for this session What is an archive task Archive tasks are used to archive existing data to an Archive Canister Chapter 2 Session and archive tasks 7 Before you create a archive task you need to make some decisions about the archive Table 4 Archiving Data Decisions archive Single hit sessions Session based on a search string
31. pment level systems and there is no guarantee that these measurements will be the same on generally available systems Furthermore some measurements may have been estimated through extrapolation Actual results may vary Users of this document should verify the applicable data for their specific environment Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those products All statements regarding IBM s future direction or intent are subject to change or withdrawal without notice and represent goals and objectives only This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the examples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental COPYRIGHT LICENSE This information contains sample application programs in source language which illustrate programming techniques on various operating platforms You may copy modify and distribute these sample programs in any form wi
32. sion time was 23 59 43 from the previous day the one hour buffer test failed at the time of the test and the task was scheduled to run again at 02 01 At 01 55 the Nightly Extract attempts to schedule a run at 02 01 and checks the session indexes The index test passes and the task is scheduled and started at 02 01 01 Note To account for the processes of indexing sessions and canister session timeout settings it is recommended that any daily tasks be scheduled after 02 00 00 each night Error message Revocation information is not available 18 You need to determine why the error message revocation information is not available has occurred About this task When IBM Tealeaf cxVerify jobs are failing because RTV is unable to retrieve images you may receive the following error message about the security certificate revocation information is not available In this case the issue is caused by RTV attempting to access images that are stored in a location that requires a security certificate Since RTV uses an embedded version of Internet Explorer you can circumvent this issue by making a configuration change in IE Procedure 1 Close RTV if it is open 2 Open Internet Explorer 3 In the IE menu select Tools gt Internet Options IBM Tealeaf cxVerify User s Guide Click the Advanced tab Scroll to the Security heading Clear Check for server certificate revocation Click OK Close Internet Explorer Rest
33. tains the field names and field definitions for the Data Filter tab Rsp Types Sessions that are filtered by Response type value For example you can include all sessions with RspType of text html URLs Sessions can be filtered by URL StatusCode Sessions can be filtered by the status code that is returned by the server URL Fields Sessions can be filtered by URL field name Cookies Sessions can be filtered by the cookie name App Data Session can be filtered by appdata field name Hits Sessions can be filtered by HTTP status code Event IDs Sessions can be filtered by the Event ID Vars Sessions can be filtered by event variable name Chapter 2 Session and archive tasks 11 12 Destination field names and field definitions This list contains the field names and field definitions for the Destination tab Session Files fields e Active If this destination is the active one for this task check Active e PDF Directory The directory for PDF files e Merge Sessions Select this option to assemble multiple session fragments into a single session e Temp Directory Specify the directory where the TLS file is written before it is attached to the PDF Session File with Images fields e Active If this destination is the active one for this task check Active PDF Directory The directory for PDF files e Merge Sessions Select this option to assemble multiple session fragments into a single session
34. tegory_id Session N session_event Event Dimension group_name N A Group Enum ID empty enum_id Fact Dim Fact dimvalued text_found Value 0 Fact Dim not mapped currently N A Value 1 Fact Dim Value 3 Login ID Session Attribute 00 Login ID Session Session Attribute 01 UserDef 1 attribute 1 Session Session Attribute 02 UserDef 2 attribute 2 Session Session Attribute 03 UserDef 3 attribute 3 Session Session Attribute 04 UserDef 4 attribute 4 IBM Tealeaf cxVerify User s Guide Example outputs e click on the icon to replay Tealeaf Session 19 8 gene a 3 21 Op 12 13 12 13 Canister SessionID Session Date Extract Date Client IP User Name UserDef1 UserDef4 TLTSID TLTUID EventIDs Event Titles URL fields KeepThis Application Data TLT HOST NAME TLT URL TLT GEO REGION LSSN 20080925 RAINIER 1152917 9 26 2008 00 04 38 GDT 9 26 2008 18 42 00 GDT 63 194 158 150 5F9E538445427818D7486E99821CEEAE www tealeaf com us 5F9E538445427818D7486E99821CERAE 3D7D138D43ES5F4AFFBECS78CE36A45A0 17 23 49 73 74 77 82 86 449 479 480 50 75 78 175 21 184 25 26 27 43 44 83 84 162 90 92 100 101 106 439 253 204 208 156 164 163 481 484 115 154 155 153 18 22 102 166 1 HTTP 200 All Hits Status Codes HTTP 200 Status Code All Hits Copy of HTTP 200 Status Code All Hits HTTP 200 from scratch Http 200 OK Page Event Value HTTP Status
35. thout payment to IBM for the purposes of developing using marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written These examples have not been thoroughly tested under all conditions IBM therefore cannot guarantee or imply reliability serviceability or function of these programs The sample programs are provided AS IS without warranty of any kind IBM shall not be liable for any damages arising out of your use of the sample programs Trademarks IBM the IBM logo and ibm com are trademarks or registered trademarks of International Business Machines Corp registered in many jurisdictions worldwide Other product and service names might be trademarks of IBM or other companies A current list of IBM trademarks is available on the Web at Copyright and trademark information at www ibm com legal copytrade shtml 26 IBM Tealeaf cxVerify User s Guide Privacy Policy Considerations IBM Software products including software as a service solutions Software Offerings may use cookies or other technologies to collect product usage information to help improve the end user experience to tailor interactions with the end user or for other purposes A cookie is a piece of data that a web site can send to your browser which may then be stored on your computer as a tag that identifies your computer In many cases no person
36. w obtain consent from website visitors prior to the placement of cookies and clear gifs web beacons placed by Client or IBM on Client s behalf on website visitor s devices For more information about the use of various technologies including cookies for these purposes See IBM s Online Privacy Statement at http www ibm com privacy details us en section entitled Cookies Web Beacons and Other Technologies Notices 27 28 IBM Tealeaf cxVerify User s Guide Printed in USA

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