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IBM Tealeaf cxVerify: cxVerify Administration Manual

1. CX Servers Data Set Data Fikers Digtal Signature POF Page Fields Notification Destination General Exclude Single Hit Sessions Enable Custom Search String String Custom Search String appears on same page Figure 4 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 Filters tab Through the Data Filters tab you can specify whether to include or exclude sessions that are based on specific types of data 18 IBM Tealeaf cxVerify cxVerify Administration Manual General CX Servers Data Set Data Fikers Destination Digtal Signature PDF Page Fields Notification env ResponseType e
2. e With unique internal identifiers you can have multiple tasks with the same name but this practice is not recommended Through the Configured Tasks window you can complete the following tasks e Edit To edit an existing task select the task and click the Pencil icon e New To create a task select the task and click Copyright IBM Corp 1999 2014 13 Note If you receive an error message verify that the IBM Tealeaf cxVerify software is installed on the server that is specified for IBM Tealeaf cxVerify in the Portal Management page Delete To delete a task select the task and click the Configured Tasks Context Menu You can right click any configured task to show the following options in the Context menu Edit Task Edit the selected task See Types of IBM Tealeaf cxVerify Tasks Add Task Add a task See Types of IBM Tealeaf cxVerify Tasks Remove Task Delete the selected task Types of IBM Tealeaf cxVerify Tasks IBM Tealeaf cxVerify supports the configuration and execution of the following types of tasks Task Description Session File Task Create an extract task to deliver sessions to PDF files See Session Files on page 20 Note If you cannot create tasks verify that the IBM Tealeaf cxVerify software is installed on the server that is specified in the Portal Management page PDF output Delivering sessions to PDF output is useful for the following reasons Repla
3. IBM Tealeaf cxVerify Version 9 Release 0 1 December 4 2014 cxVerify Administration Manual all Note Before using this information and the product it supports read the information in Notices on page 35 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 2014 US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp cxVerify Administration Manual Chapter 1 IBM Tealeaf cxVerify Overview IBM TealeafcxVerify Tasks IBM Tealeaf cxVerify Benefits How IBM Tealeaf cxVerify Works Handling Exceptions e Chapter 2 IBM Tealeaf cxVerify Installation Tealeaf cxVerify Sees Rouen Note on installing with SQL Server Adobe Acrobat Reader cxVerify Installation Steps 1 Install IBM Tealeaf cxVerify Configure Permissions Install IBM Tealeaf CX RealiTea Viewer Restart IBM Tealeaf Management Server Create the IBM Tealeaf Server Run Test Extract i Pod 7 Install Complete Configuring Events for IBM Tealeaf cxVerify Directory for Session File Extraction Upgrading IBM Tealeaf cxVerify Upgrading from Release 7 x or later Upgrading from Release 6 x or earlier Initial IBM Tealeaf cxVerify Configuration Pre Requisites IB
4. Archiving IBM Tealeaf cxVerify supports one type of archiving Session File Task To export session data to a PDF configure a Session File Task to deliver the session data files to a IBM Tealeaf cxVerify server For each exported session a PDF file is generated and can optionally include logging information and a link to replay the session See Session File Tasks on page 9 IBM Tealeaf cxVerify cxVerify Administration Manual Servers Add a IBM Tealeaf cxVerify Server The IBM Tealeaf Portal requires a reference to communicate with the IBM Tealeaf cxVerify server You must create this reference through the Portal Management Page Session File Tasks If you are delivering individual PDF files for each extracted session complete the following configuration steps to set up a Session File task Adding an cxVerify IBM Tealeaf Server Session File Export requires a IBM Tealeaf cxVerify Server to manage extraction and data output 1 Log in to the IBM Tealeaf Portal as an administrator 2 From the Portal menu select Tealeaf gt Portal Management The Portal Management page opens 3 In the left navigation pane click Tealeaf Servers 4 Click the Manage Servers link The list of currently available servers is displayed The list of currently available servers is displayed 5 If an IBM Tealeaf cxVerify server does not exist click New and select IBM Tealeaf cxVerify Server from the menu e Ifa IBM Tealeaf cxVerify server exist
5. 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 check 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 Scheduling 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 The following scheduling options can be applied to your configured task Scheduling Option Description 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
6. Run the task at the scheduled time each day Run Hourly Run the task every hour of every day Depending on the type of extraction IBM Tealeaf cxVerify waits the following time periods 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 For ad hoc tasks IBM Tealeaf cxVerify does not attempt an extraction until 30 minutes after past the end of the extract time Run Now tasks do not check the indexes Configuring Daily Extractions You can configure daily extraction tasks to extract sessions from today yesterday a specific day further in the past IBM Tealeaf cxVerify cxVerify Administration Manual With daily extractions you can select a daily slice of sessions for archiving purposes which can significantly reduce the cost of storage 1 Select the Run Daily Scheduling option 2 Select the Daily Extract option Daily Extract Option Description Current Day Extracts sessions from today s date Note To acquire the full day s sessions schedule the extraction task for just before midnight Previous Day Extracts sessions from yesterday s date N th Day ago Extracts sessions N days before the current date whenever
7. Session Files with Images When you export session files with images all image related data is exported with the session data to create self contained image files for use on any user s system through IBM Tealeaf CX RealiTea Viewer To export session data and related images click Session Files with Images Note To export session files in PDF format with images the IBM Tealeaf CX RealiTea Viewer stand alone application must be installed on the IBM Tealeaf cxVerify server For more information see the IBM Tealeaf RealiTea Viewer User Manual Note When image data is included in the export the export process takes longer 20 IBM Tealeaf cxVerify cxVerify Administration Manual Note Session files with images are generated by the IBM Tealeaf CX RealiTea Viewer IBM Tealeaf cxVerify must run the CX RealiTea Viewer application with the Extractor Service as an NT user with authorization to retrieve sessions CX RealiTea Viewermust be installed on the IBM Tealeaf cxVerify server General CX Servers Data Set Data Fites Destination Digtal Signature PDF Page Fields Notification Destination Session Files Session Files with Images Session Files with Images 1 Active PDF Directory E Tealeaf DateExtractor PDF IV write PDF files to daily sub directory Image File Merge Sessions Tealeaf Profile RTV Profile Tealeaf Image File TLI Directory Je Tealeaf Datat xtractor TLI TLI Filename fruifile Filename Prefix No
8. Tealeaf cxVerify is a separately licensable component of the IBM Tealeaf CX solution IBM Tealeaf cxVerify is no longer available as a newly licensed product as of Release 8 7 Customers that licensed IBM Tealeaf cxVerify in Release 8 6 and earlier can continue to use and receive support for the product in Release 8 7 and later For more information contact Tealeaf Customer Support Scheduled Tasks Window In the Scheduled Tasks window you can review the tasks that are scheduled to run initiated or completed 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 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 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 aste
9. 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 At 00 55 the Nightly Extract attempts to schedule a run at 01 01 and checks the session indexes Since the last indexed session 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 cxVerify job failing due to RTV revocation information is not available certificate error message 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 RIV 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 Close RTV if it is open Open Internet Explorer In the IE menu select Tools gt Internet Options Click th
10. the customer session data into a replayable file format 5 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 Handling Exceptions 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 2 IBM Tealeaf cxVerify cxVerify Administration Manual 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 f 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 Tealeaf CX Servers the extractor process attempts to connect to the next server Chapter 1 IBM Tealeaf cxVerify Overview 3 4 IBM Tealeaf cxVerify cxVerify Administration Manual Chapter 2 IBM Tealeaf cxVerify Installation This chapter contains preparation information and the required steps to install IBM Tealeaf cxVerify on an existing IBM Tealeaf CX system For more information on downloadin
11. you must acquire your IBM Tealeaf cxVerify job definitions file from your current installation This file is in the following location lt Tealeaf_install_directory gt DataExtractor JobListCfg xml Save this file into a location outside of the IBM Tealeaf installation directory Uninstall all IBM Tealeaf cxVerify software a Log in to the server where IBM Tealeaf cxVerify is installed b From the Windows Start menu open the Control Panel c Select Add Remove Programs d Uninstall IBM Tealeaf cxVerify from the Add Remove Programs control panel If you are upgrading IBM Tealeaf cxImpact at the same time upgrade IBM Tealeaf Chapter 2 IBM Tealeaf cxVerify Installation 7 For more information see the IBM Tealeaf CX Upgrade Manual 5 Verify that IBM Tealeaf cxImpact is properly functioning 6 Reinstall IBM Tealeaf cxVerify from the software distribution from which you upgraded IBM Tealeaf cxImpact For more information see cxVerify Installation Steps on page 5 7 Verify that IBM Tealeaf cxVerify is accessible from the IBM Tealeaf Portal 8 Re create your IBM Tealeaf cxVerify jobs Use the job specifications in JobListCfg xml as your source content Note Do not overwrite JobsListCfg xml into the new installation The format changed in this release and the file does not work For more information see Chapter 3 IBM Tealeaf cxVerify Configuration Tasks on page 13 9 Verify that your IBM Tea
12. 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 The following table describes how pre Release 8 0 event definitions are mapped into Release 8 0 IBM Tealeaf cxVerify data fields Copyright IBM Corp 1999 2014 28 The No Dimension Report Group report group which is associated with all events can be exported through IBM Tealeaf cxVerify Table 2 Legacy Support for Event Definitions attribute 4 IBM Tealeaf cxVerify cxVerify Administration Manual 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 category 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 cur
13. 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 described 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 Copyright IBM Corp 1999 2014 35 36 IBM may use or distribute any of the information you supply 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 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
14. Fields tab In this tab you specify the data fields that are written into the metadata of the PDF file To include all fields click Set AII To include a field select the check box next to its name To clear all fields click Clear AII For more information about the available fields see Chapter 5 cxVerify metadata fields on page 27 Notification tab In the Notification tab you enter email addresses to receive notification when the task runs whether the task is successful 22 IBM Tealeaf cxVerify cxVerify Administration Manual General CXSewer DataSet DataFiters Destination 1 Digtal Signature PDF Page Fields Nolificaton Task Completion Notification nobody tesleaf com Figure 9 Notification tab To specify a set of addresses click To CC or BCC and enter a comma separated list of email addresses to receive updates on the task status Chapter 3 IBM Tealeaf cxVerify Configuration Tasks 23 24 IBM Tealeaf cxVerify cxVerify Administration Manual Chapter 4 Scheduling Tasks Through the Portal you monitor your scheduled IBM Tealeaf cxVerify tasks To open IBM Tealeaf cxVerify select Tealeaf gt IBM Tealeaf cxVerify in the Portal To see the scheduled tasks click Scheduled Tasks in the left pane Note Accessing IBM Tealeaf cxVerify requires administrator privileges If you cannot see the Tealeaf menu in the Portal you do not have administrator privileges Note IBM
15. M The above indicates that a local system admin account user is in use NT_AUTH SYSTEM Change the account to use On the server open the Windows Services Control Panel b In the list of services double click Tealeaf Extractor Service c Click the Log On tab d Click This Account e Specify the account to use f Click OK 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 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 Click the Groups link Select Admin Group Select a check box next to the above user Click Save Restart all Tealeaf Services Click Assign Users f 9 Chapter 5 cxVerify metadata fields 31 32 IBM Tealeaf cxVerify cxVerify Administration Manual Chapter 6 IBM Tealeaf documentation and help 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 3 Getting help To view Do this Prod
16. M Tealeaf CX platform IBM Tealeaf cxVerify is no longer available as a newly licensed product as of Release 8 7 Customers that licensed IBM Tealeaf cxVerify in Release 8 6 and earlier can continue to use and receive support for the product in Release 8 7 and later For more information contact Tealeaf Customer Support IBM TealeafcxVerify Tasks With IBM Tealeaf cxVerify you can define tasks to extract session data for use in external systems You can set these tasks to run hourly daily or on a custom schedule You can monitor stop and re execute tasks through the IBM Tealeaf Portal You can also manage the graceful expiration of archived data IBM Tealeaf cxVerify Benefits Accurate Authentic and Complete Records of Customer Interactions IBM Tealeaf cxVerify provides an auditable representation of the actual online customer experience These sessions are stored in a secure tamper free file format and can be digitally signed to prevent repudiation Copyright IBM Corp 1999 2014 1 Easily Searched Retrieved and Reviewed Every extracted session that includes the pages navigational paths and user selections is saved as an Adobe Acrobat PDF file The PDF file includes critical information such as the customer ID date and time and specific events Session files can be stored or archived within your existing file and document management systems Replay with IBM Tealeaf CX RealiTea Viewer RTV To review an
17. M Tealeaf cxVerify Installation Types of Archiving Servers Session File Tasks Save Task Checking Task Statins Test Your Configuration Dor Chapter 3 IBM Tealeaf cxVerify Configuration Tasks Configured Tasks Window Copyright IBM Corp 1999 2014 0000000 00 AJ d d 1110 00 0 ON O1 Oi Oi 01 01 OI Configured Tasks Context Menu 14 Types of IBM Tealeaf cxVerify Tasks 14 PDF output m o oo uos 14 Editing Tasks or Creating New Tasks SR xs e 1 General tab 4 E oio we cu bb IBM Tealeaf CX Servers DataSettab 17 Data Filters tab 18 Destination tab 20 Digital Signature tab 22 PDF Page Fields tab 22 Notification tab s 22 Chapter 4 Scheduling Tasks 25 Scheduled Tasks Window sk kdv x Se 2229 Context Menu 26 Task Execution 26 Chapter 5 cxVerify metadata fields 27 Field descriptions oma ES ou Legacy support for event definitions a g og deu Example outputs Son af 29 Daily tasks fail to start When scheduled amp ox cxVerify job failing due to RTV revocation information is not available certificate error message 30 Search Server exception invalid HTTP response status401 930 Chapter 6 IBM Tealeaf
18. Tab For this test skip the Data Set tab Editing the Destination Tab 1 Click the Destination tab 2 Click the Session Files link You can select the Session Files with Images option However output in this format might take considerably longer a Select the Active check box b Specify the directory on the IBM Tealeaf cxVerify Server where output PDF files are to be written Ensure that you have access to that directory Digital Signature Tab For this test skip the Data Signature tab PDF Page Fields Tab For this test skip the PDF Page Fields tab The default values are ok Notification Tab 1 Click the Notification tab 2 Click the To button 3 Enter your email address in the space provided Save Task After you have completed the above steps in each IBM Tealeaf cxVerify tab click Save The task is saved Checking Task Status Because the task was specified to run immediately IBM Tealeaf cxVerify begins processing it as soon as possible Complete the following steps to verify task status Note Because you configured the task to send status to your email address you can wait for the email to be delivered to you However if there is a configuration issue with the mail settings use IBM Tealeaf cxVerify to monitor job status 1 In the IBM Tealeaf cxVerify left navigation pane click Scheduled Tasks The job is displayed in the list of scheduled tasks In the Information column you can monitor the progre
19. af cxVerify license cxVerify Installation Steps 1 Install IBM Tealeaf cxVerify Run the IBM Tealeaf cxVerify installer setup exe on the target server During the installation you select the IBM Tealeaf cxVerify components to add Copyright IBM Corp 1999 2014 5 6 cxVerify Service extract session data from IBM Tealeaf Canister and export to a variable archive or PDF The installer Adds the IBM Tealeaf cxVerify menu item to the IBM Tealeaf menu Adds the IBM Tealeaf Extractor Service to Windows services Note Scheduled extract tasks do not run until the IBM Tealeaf you start the Extractor service in the Windows Services panel in the Microsoft Management Console 2 Configure Permissions Note If you install this product as part of a new installation of IBM Tealeaf access to product features through the Portal are provided to the ADMIN group automatically Automatic access is also granted if you license this product for an existing IBM Tealeaf solution and do not modify your ADMIN group permissions f you modify the ADMIN group and are deploying this product to an existing IBM Tealeaf solution you must update menu permissions manually for that group For all other users and groups you must configure the appropriate permissions See CX User Administration in the IBM Tealeaf cxImpact Administration Manual 3 Install IBM Tealeaf CX RealiTea Viewer Note To use IBM Tealeaf cxVerify to export session
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21. archived session a user selects a IBM Tealeaf cxVerify session file and starts a replay of the user experience in IBM Tealeaf CX RealiTea Viewer Note To replay sessions archived by IBM Tealeaf cxVerify you must install RTV on your desktop system For more information see the IBM Tealeaf RealiTea Viewer User Manual How IBM Tealeaf cxVerify Works IBM Tealeaf cxVerify is a Windows service that runs on a 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 Note You can run only one IBM Tealeaf cxVerify server at any time IBM Tealeaf cxVerify consists of the following components User interface Service that schedules and extracts selected customer session data Viewer that enables business users to replay and review customer sessions IBM Tealeaf cxVerify uses an Extraction API to extract the archived session data In a single machine environment data is extracted from the Long Term Canister The batch load extraction service can run as a scheduled process or when needed The IBM Tealeaf cxVerify system runs the following tasks 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
22. data filter 2 Select Exclude Specific 3 Enter VIEW Chapter 3 IBM Tealeaf cxVerify Configuration Tasks 19 As each session is processed for extraction all sessions that contain cookies with the name _VIEW are skipped and are not sent to the destination Destination tab In the Destination tab you can specify the destination of the archive depending on the type of archive you are creating Note For any task only one destination type can be active at any time Destinations Session Files Session Files with Images Session Files To export session data click Session Files Session data is exported in TLS format and then attached to a PDF file for easy cross platform access General OxServers DataSet DataFiters Destination DigkalSignatue PDF Page Fields Notification Destination Session Files Session Files Session Files with Images V Active PDF Directory E NTe ale af DataExtractor PDF Image File Write PDF files to daily sub directory Merge Sessions Temp Directory fE Tealeaf DataExtractor tmpTLs Figure 6 Destination tab for Session Files Active If this destination is the active one for this task check Active PDF Directory The directory for PDF files Merge Sessions Select this option to assemble multiple session fragments into a single session Temp Directory Specify the directory where the TLS file is written before it is attached to the PDF
23. documentation andhelp 33 Notices 35 Trademarks ROGER OL X we x d Privacy Policy Considerations Bok bh oboe omo 2 BF ili iv Tealeaf cxVerify cxVerify Administration Manual cxVerify Administration Manual The IBM Tealeaf cxVerify Administration Manual describes how to configure and administer the IBM Tealeaf cxVerify component IBM Tealeaf cxVerify is used to forward outdated Tealeaf data to long term document storage for archiving Use the links below to access specific topics in the manual Copyright IBM Corp 1999 2014 Vi Tealeaf cxVerify cxVerify Administration Manual Chapter 1 IBM Tealeaf cxVerify Overview Through IBM Tealeaf cxVerify you can maintain an accurate record of each visitor s interactions with your website As a visitor uses your web application each click and page view is tracked by the IBM Tealeaf system When the visitor s session is complete IBM Tealeaf cxVerify stores the session in a persistent datastore from which you can later retrieve and replay it exVenfy Complete Record of Online Search and Replay Customer Interactions Figure 1 How IBM Tealeaf cxVerify works IBM Tealeaf cxVerify is a valuable assistant in resolving customer disputes retaining a comprehensive record of customer interaction for compliance purposes Note IBM Tealeaf cxVerify is a separately licensable component of the IB
24. e Advanced tab Scroll to the Security heading Clear Check for server certificate revocation Click OK Close Internet Explorer Restart RTV After the above configuration change was performed should be able to capture the images and the IBM Tealeaf cxVerify task should complete Search Server exception invalid HTTP response status 401 30 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 IBM Tealeaf cxVerify cxVerify Administration Manual 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 In the above case 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 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 SYSTE
25. ealeaf cxVerify To open IBM Tealeaf cxVerify select Tealeaf gt cxVerify in the IBM Tealeaf Portal To see the list of configured tasks click Configure Tasks in the left pane Note Accessing IBM Tealeaf cxVerify 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 Note IBM Tealeaf cxVerify is a separately licensable component of the IBM Tealeaf CX solution IBM Tealeaf cxVerify is no longer available as a newly licensed product as of Release 8 7 Customers that licensed IBM Tealeaf cxVerify in Release 8 6 and earlier can continue to use and receive support for the product in Release 8 7 and later For more information contact Tealeaf Customer Support TLI tasks are now managed through the IBM Tealeaf Portal Configured Tasks Window In the Configured Tasks window you can review the set of currently configured tasks For each task you can review its start time and frequency Task Type column and whether it is enabled The ID column contains the internal identifier for the task t Configured Tasks Scheduled Tasks Configured Tasks Archive Expiration Schedule Typu Identifiers are used by IBM Tealeaf cxVerify tasks hidden internal tasks and IBM Tealeaf cxConnect for Data Analysis tasks if it is installed Note e Some internal tasks are not displayed which can result in gaps in the ID sequence
26. equirements 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 law 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 37 38 Tealeaf cxVerify cxVerify Administration Manual Printed in USA
27. f CX UI Capture j2 Guide IBM Tealeaf CX UI Capture j2 Release Notes IBM Tealeaf cxImpact IBM Tealeaf cxImpact Administration Manual Tealeaf cxImpact User Manual 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 Tealeaf cxReveal User Manual IBM Tealeaf cxVerify IBM Tealeaf cxVerify Administration Manual Tealeaf cx View IBM Tealeaf cxView User Manual IBM Tealeaf CX Mobile 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 IBM Tealeaf cxVerify cxVerify Administration Manual 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
28. g IBM Tealeaf see IBM Passport Advantage Online IBM Tealeaf cxVerify Server Requirements The IBM Tealeaf cxVerify server must meet the following minimum requirements Dual 1 8 GHz Pentium processors e 2 GB RAM Disk space that is based on the amount of data that is being extracted and your retention policies Extraction performance characteristics vary based on the following criteria Extraction constraints criteria for example export only sessions that have greater than one hit Extraction filters for example do not export cookie values Network connectivity Session size Note on installing with SQL Server When IBM Tealeaf cxVerify and Microsoft SQL Server are on the same server they can compete for resources Note In general do not install IBM Tealeaf cxVerify on a server where other resource intensive applications are installed IBM Tealeaf cxVerify can be co located with IBM Tealeaf cxConnect for Data Analysis The solution is to raise the setting that controls the desktop heap for each desktop that is associated with a non interactive window For more information see http support microsoft com kb 824422 Adobe Acrobat Reader Any user who views session files must install Adobe Acrobat Reader which is available for free through http www adobe com Any user who views session files must install the IBM Tealeaf CX RealiTea Viewer This separate software product is included with your IBM Teale
29. html 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 personal 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 r
30. leaf cxVerify jobs are working properly in the upgraded Portal Initial IBM Tealeaf cxVerify Configuration 8 Note Following is a framework for configuring one component of the IBM Tealeaf CX system in a simplified deployment model Depending on your deployment more configuration might be required If you have any questions about configuration contact http support tealeaf com IBM Tealeaf cxVerify generates an accurate record of each visitor s interactions with your website At scheduled intervals IBM Tealeaf cxVerify stores captured session data in a persistent datastore from which you can later retrieve and replay it Note IBM Tealeaf cxVerify is a separately licensable component of the IBM Tealeaf CX system IBM Tealeaf cxVerify is no longer available as a newly licensed product as of Release 8 7 Customers that licensed IBM Tealeaf cxVerify in Release 8 6 and earlier can continue to use and receive support for the product in Release 8 7 and later For more information contact Tealeaf Customer Support Pre Requisites Before you begin install all IBM Tealeaf software on Windows or Linux servers For more information see the IBM Tealeaf CX Installation Manual In addition you must first complete the initial configuration steps for IBM Tealeaf cxImpact For more information see the IBM Tealeaf CX Configuration Manual IBM Tealeaf cxVerify Installation Before you begin you must install IBM Tealeaf cxVerify Types of
31. ne TLIfile Hi C YYYYMMDD TLifile YYYYMMDD tli TLifile_YVYMM tli Temp Directory fE Tealeaf DataE xtractor tmpTLs Figure 7 Destination tab for Session Files with Images e Active If this destination is the active one for this task check Active PDF Directory The directory for PDF files Merge Sessions Select this option to assemble multiple session fragments into a single session 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 Filename Select the date stamp append string that is used in the IBM Tealeaf image file name Temp Directory Specify the directory where the TLS file is written before it is attached to the PDF Portal Authentication If the Portal manages a
32. nts for IBM Tealeaf cxVerify For events and their data to be made available for IBM Tealeaf cxVerify export the Searchable and Reportable check box must be selected in the event definition in the Event Manager This setting must be selected for each event that you want to export through IBM Tealeaf cxVerify For more information see the IBM Tealeaf Event Manager Manual Directory for Session File Extraction You must select a destination directory for the extracted session PDF files This directory can be local or remote Document management systems such as IBM FileNet can scan this directory to retrieve new session files Upgrading IBM Tealeaf cxVerify After you upgrade IBM Tealeaf cxVerify to Release 8 you must add back your cxVerify Server reference to the Portal Management page After you complete the software installation add the server reference through the Portal This known issue might be fixed in a later build For more information see Managing Tealeaf Servers Upgrading from Release 7 x or later If you are upgrading IBM Tealeaf cxVerify from Release 7 x or later run the IBM Tealeaf CX Upgrader provided with the software installation on the server that hosts IBM Tealeaf cxVerify For more information see the IBM Tealeaf CX Upgrade Manual Upgrading from Release 6 x or earlier If you are upgrading IBM Tealeaf cxVerify from Release 6 x or earlier more steps are required 1 Before you upgrade
33. nv URL StatusC ode urifield include Specific C Include All Exclude all cookies Exclude Specific appdata appeventV Event ID Specify Cookie names separated by commas appevent Var VIE Figure 5 Data Filters tab You select from the following types of session filters 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 Select one of the following options Include All Include all sessions that are specified by the data filter Exclude All Exclude all sessions that are specified by the data filter Include Specific Include specific sessions that match the comma separated criteria that you specify in the text box Exclude Specific Exclude specific sessions that match the comma separated criteria that you specify in the text box Data Filters Example To exclude all sessions with cookie name VIEW 1 Select the Cookies
34. 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 development 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
35. 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 without 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 IBM Tealeaf cxVerify cxVerify Administration Manual 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 s
36. products cxview asp products quicktour cxview quicktour cxview asp CA 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 1 North America English cxImpact cxView 6 10 Pages 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 Chapter 5 cxVerify metadata fields 29 In addition 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
37. rently 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 Example outputs click on the icon to replay Tealeaf Session 19 Canister 20 sessionID 1 Session Date 2 Extract Date 4 Client IP 3 User Name 15 UserDef1 18 uUserDef4 21 TLTSID 22 TLTUID 9 EventIDs 10 Event Titles 6 URL fields KeepThis 7 Application Data TLT HOST NAME TLT URL TLT GEO REGION TLT GEO COUNTRY CODE US 12 Event Value 13 Event Value 12 Event Value 13 Event Value IDS Titles IDS Titles 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 5F9E538445427818D7486E99821CEEAE 3D7D138D43E5FA4AFFBEC578CE36A45A0 17 23 49 73 74 77 82 B6 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 true www tealeaf com defaultpage products cximpact asp products quicktour cximpact qu cktour cximpact a sp
38. risk Information a short message that indicates the results of the task For more information see the log for the task To take any of the following actions on a listed task right click it and select from the following options View Log View the log messages that are generated by the task Run Task Again Run the task again immediately Stop Task Stop a task from running now or at its scheduled time in the future Disable Task Clears the Enable flag for the task and removes it from the schedule O Copyright IBM Corp 1999 2014 25 Context Menu When you right click on a task in the task list the following menu items are available View Log View the log associated with the task Extended Log View the extended log for the task Run Task Again Run the task immediately A copy of the task is created and run Subsequent runs occur according to the schedule Stop Task Stop a running task Disable Task Disable the task from future runs Note Disable task applies only to scheduled tasks or waiting to be scheduled Task Execution At the scheduled time IBM Tealeaf cxVerify runs the specified task To run the task IBM Tealeaf cxVerify requires that basic IBM Tealeaf CX services such as Search Server are available Additionally the IBM Tealeaf Extractor Service must be operational Typically tasks fail when there are network interruptions or the Extractor Service is unable to connect
39. s select it and click Edit 6 Edit the IBM Tealeaf cxVerify Server properties a Click the Active check box b Enter the Display Name for the server The default value is cxVerify Server c From the list select the server that is hosting the IBM Tealeaf cxVerify Server d Enter the port number to use The default value is 19000 e Click Save The server is added to the list Editing the General Tab 1 Click the General tab 2 Enter a value for the task Name For example test_task 3 For Scheduling click Run Now 4 For the Extract parameters enter a time period when you know that session data was generated For testing purposes limit yourself to a one hour period Do not overlap dates for this test To specify a date click in one of the date fields and use the calendar tool to select a date To specify a time value click in one of the time fields Use the arrow keys or enter the value from the keyboard To set the time value click Set Verify that your Extract From and Extract To values define a one hour period that occurred when session data was likely captured Chapter 2 IBM Tealeaf cxVerify Installation 9 10 5 Select the Active check box Editing the IBM Tealeaf CX Servers Tab 1 Click the IBM Tealeaf CX Servers tab 2 Click the check box next to the server from which you want to extract sessions If multiple servers are listed select only a single server Editing the Data Set
40. s as PDF files that include images you must install IBM Tealeaf CX RealiTea Viewer on the IBM Tealeaf cxVerify server For more information see the IBM Tealeaf RealiTea Viewer User Manual 4 Restart IBM Tealeaf Management Server If you are installing IBM Tealeaf cxVerify on a pre existing server such as the IBM Tealeaf Portal Server then you must restart the IBM Tealeaf Management Server For more information see the IBM Tealeaf cxImpact Administration Manual 5 Create the IBM Tealeaf cxVerify Server To enable communications between the IBM Tealeaf Portal and IBM Tealeaf cxVerify create an instance of the IBM Tealeaf cxVerify Server in the Portal Management page For more information see the IBM Tealeaf cxImpact Administration Manual 6 Run Test Extract Before you configure large extract jobs that involve a high number of sessions configure a test extract of no more than three sessions 1 Configure a search that returns only three sessions Copy the search string from the Session List page For more information see the IBM Tealeaf cxImpact User Manual 2 Configure a IBM Tealeaf cxVerify task that uses this search string to retrieve the sessions The search string can be pasted into the configuration 3 Run the task and verify the results IBM Tealeaf cxVerify cxVerify Administration Manual 7 Install Complete When you complete the test extraction you can use IBM Tealeaf cxVerify Configuring Eve
41. ss of the task completion When the task is complete the Information column field value concludes with Processed 2 To refresh the display click Refresh The notification email arrives shortly It contains the extraction log for the task which can be useful in resolving issues IBM Tealeaf cxVerify cxVerify Administration Manual Test Your Configuration After you complete your initial configuration you can take the following steps to verify the configuration Through the sections below you can check that IBM Tealeaf cxVerify outputted the sessions in the correct location A complete set of tests can be run after all IBM Tealeaf components are configured For more information see the IBM Tealeaf CX Configuration Manual Verifying Session File Task 1 Go to the output directory on the IBM Tealeaf cxVerify Server The number of PDF files should match the number of sessions that are listed in the Information column of the Scheduled Tasks page as were processed for your task 2 To verify output open a sample of the PDF files When all IBM Tealeaf components are configured complete an end to end test For more information see the IBM Tealeaf CX Configuration Manual Chapter 2 IBM Tealeaf cxVerify Installation 11 12 IBM Tealeaf cxVerify cxVerify Administration Manual Chapter 3 IBM Tealeaf cxVerify Configuration Tasks Through the IBM Tealeaf Portal you can configure tasks to be run according to schedule by IBM T
42. the task is run Specify a value in the text box for N between 1 and the maximum age of sessions in the queried canisters 3 Review the Extraction period to verify that you are extracting from the appropriate date 4 Specify the remaining configuration options for the task in the other tabs 5 Click Save IBM Tealeaf CX Servers tab In the IBM Tealeaf CX Servers tab you can specify the IBM Tealeaf CX Servers from which to extract data The list of available servers identifies all servers that are managing Long Term Canisters in the environment Note You can select only IBM Tealeaf CX servers that are currently active Note Do not configure tasks to extract sessions from Canisters from a different version of IBM Tealeaf cxVerify For example do not use Release 7 2 IBM Tealeaf cxVerify to retrieve sessions from a Release 7 1 Canister General CX Servers Data Set Data Fikets Destination Digital Signature PDF Page F lds Notification Tealeaf server for extraction Server Name Port Description SIERRA 19000 SIERRA Search Figure 3 IBM Tealeaf CX Servers tab To extract data from a server select the box next to the server s name Data Set tab In the Data Set tab you specify search criteria to apply to the available session data for the selected time period Additionally you can specify custom commands Chapter 3 IBM Tealeaf cxVerify Configuration Tasks 17 to extract the data and to run after the task completes
43. to a canister When a task fails IBM Tealeaf cxVerify tries to complete the task a predefined number of times 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 26 IBM Tealeaf cxVerify cxVerify Administration Manual Chapter 5 cxVerify metadata fields In the PDF files that are generated by IBM Tealeaf cxVerify the following fields may be included as metadata For more information about configuring the fields to include see Chapter 3 IBM Tealeaf cxVerify Configuration Tasks on page 13 Field descriptions Table 1 Field Descriptions Field Name Description PDF Note SessionDateTime Session DateTime stamp 1 ExtractDateTime Extract DateTime stamp 2 LoginID User Login ID 3 This value is taken from Session Attribute 00 RemoteAddr Client IP address 4 Url Session URL titles
44. uct documentation On the IBM Tealeaf portal go to Product Documentation Help for a page on the IBM Tealeaf Portal On the IBM Tealeaf portal go to 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 Available documents for IBM Tealeaf products Use the following table to view a list of available documents for all IBM Tealeaf products Table 4 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 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 Tealeaf CX PCA Manual Tealeaf CX PCA Release Notes O Copyright IBM Corp 1999 2014 33 34 Table 4 Available documentation for IBM Tealeaf products continued IBM Tealeaf products Available documents IBM Tealeaf CX IBM Tealeaf CX Realilea Viewer Client Side Capture Manual Tealeaf CX Realilea 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 Tealea
45. uthentication 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 Chapter 3 IBM Tealeaf cxVerify Configuration Tasks 21 Note Changes to the user account information in this area must be consistent with the user account information in IBM Tealeaf cxImpact For more information see the IBM Tealeaf cxImpact Administration Manual Portal authentication is enabled through Search Server See Configuring the Search Server in the IBM Tealeaf CX Configuration Manual Digital Signature tab If needed you can apply a digital signature to the exported PDF which ensures that the file cannot be altered without detection The Digital Signatures tab does not apply to Selective Archives Optionally you can use the PCA to generate your own self signed certificate For more information see the IBM Tealeaf Passive Capture Application Manual General CX Servers Date Set Data Filters Destination Digtal Signature POF Page Fields Notification Enabled Certificate Path E Tealeaf DataExtractorn MSSQOL TeaLeaf pfx Certificate esses O O 1 Password Figure 8 Digital Signature tab Enabled Select to include the specified digital signature in the PDF file Certificate Path The location of the digital certificate Certificate Password The password to access the digital certificate PDF Page
46. y Current Day c Previous Day N th Day fo Extract From PrevDay at 00 00 00 Extract To PrevDay at 00 20 00 Run post command on failed task 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 Description the description for the task Scheduling the schedule for when the task is to run Now or Once Hourly or Daily at the scheduled time 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 See Daily tasks fail to start when scheduled on page 29 Daily Extract Option If you schedule 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 See Configuring Daily Extractions on page 16 Extraction Period The time period from which to extract session data These fields are constrained based on the Scheduling selection Note You can apply more 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 Chapter 3 IBM Tealeaf cxVerify Configuration Tasks 15 16 Enable Custom Extract Commands
47. y fidelity is encapsulated in PDF files that contain all required reference files You can email PDF files PDF files can be digitally signed You can use existing document management systems to manage PDF files However PDF files require a separate document management system for pruning unwanted files and searching for wanted files with a different system Overall disk requirements are also higher if static objects are repeated in every PDF Editing Tasks or Creating New Tasks When you edit or create a task you must provide the name schedule source destination information and any content filtering or notification options You configure a task by providing information in each of the following tabs To save a configured task click Save in the upper right corner If the Save button is red you must provide more information before you can save the task To cancel changes to a configured task click Cancel General tab In the General tab you configure the name and scheduling information for the task 14 IBM Tealeaf cxVerify cxVerify Administration Manual General CX Servers Name Description Scheduling Daily Extract Option Period Post Command v Active Figure 2 General tab Data Set Data Filters Destination Digital Signature PDF Page Fields Notification Daily Pdf no images Run C Run at 00 00 00 nun Daily at 02 00 00 C Run Hourl

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