Controlling User Input Recording

This topic describes how to control user input data, which is part of UPT records.

Data entered by users in the application UI is captured in UPT logs when Unit Mode/Bulk Mode is enabled. For certain deployments however, to ensure security compliance for example, user input data should not be stored in UPT logs. Administrators must decide whether to capture user input data in UPT logs or not. Administrators control this by configuring the Input Capture action and optionally a Siebel conditional expression (which controls the behavior at a granular level) in the application.

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.

To control user input recording

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

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

  3. Select the Input Capture action, and set the Input Capture profile attribute to FALSE.

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

    According to the value set in the previous step, user input data is captured in the UPT log for all users when the conditional expression is not used.

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

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

    After you log back in to the application, user entered data will no longer be seen in UPT logs.

Note: If the Input Capture action is set to FALSE to mask sensitive information, then KWD scripts will be generated without any input values. KWD scripts without input values fail on play back. However, you can add input values in the Test Script view.