Capturing User Actions with Usage Pattern Tracking

User actions, such as editing field data, selecting a record or entering a keyboard shortcut, are activities that the user does in the application UI before the next request reaches the server. Administrators can configure the application to capture user actions in the sequence in which they occur. This is in addition to existing usage pattern data that is captured.

This topic describes how to enable the capturing of user actions. You can capture UPT data in either Unit Mode or Bulk Mode. The following table describes each mode by highlighting the differences between them.

This task is a step in Process of Setting Up Usage Pattern Tracking.

Note: The feature described in this topic is available in Siebel CRM 18.9 Update and later releases.

Unit Mode	Bulk Mode
User initiated recording.	Recording in the background
Controlled by the end user using the Recording Panel	End user has no control (neither start nor stop) over the recording.
Recording is captured for one process or script at a time.	Continuous recording until stopped by the administrator.
Typically used by business administrators, test script authors, training manual writers, and so on.	Typically enabled for call center agents and other application users.
Generates logs for one recording at a time.	Generates a large amount of data.

To enable user action recording

1. Navigate to the Administration - Runtime screen, then the Action Sets view.

2. In the Action Sets list, query for the record: Recording.

3. Select the Unit Mode/Bulk Mode action and set the value for the Unit Mode/Bulk Mode profile attribute to TRUE.

   The value for the Unit Mode/Bulk Mode attribute is correctly set.

4. (Optional) Add a Siebel conditional expression to control whether recording is enabled for a specific user or set of users.

   According to the value set in the previous step, Unit Mode/Bulk Mode will be enabled or disabled for all users when the conditional expression is not used.

5. Navigate to the Administration - Runtime screen, then the Events view.

6. In the Events list, create a new record for an event, and complete the following fields:

   Field	Comments
   Sequence	Type a number to denote the order in which the action set associated with the event runs relative to the other action sets associated with the event.
   Object Type	Select the object type: Application
   Event	Select the event: Recording.
   Action Set Name	Select the action set name created in Creating Action Sets for Events. This is the action set you create in the business service called Usage Pattern Service.

   The event called Recording is created.

7. Create an event for the object types whose events need to be tracked.

8. Go to the Applet menu and click Reload Runtime Events.

9. Log out of the application and then back in again for the changes to take effect.

Note: You can use the Unit Mode action for Enhanced UPT-KWD Recording Setup. It is recommended that you do not enable both Unit Mode action (a user-initiated recording) and Bulk Mode action (a background recording) for the same user. Users can see the recording bar with recording ON when both Unit Mode or Bulk Mode settings are in place. For more information on Record/Play automation, see Testing Siebel Business Applications.

Note: Enabling UPT is not compatible with test automation. To ensure that test scripts are correctly recorded (Unit Mode is typically used by test script authors to record test scripts), make sure there are no events with Action Set Name set to UPT ('Action Set Name'=UPT) and that the following system preferences are not used: UPTEEE1, UPTEEE2, and UPTEndToEndEventList.