Welcome
Configuration
Configuring HCL Discover involves setting up and managing Discover user authorization and configuring Discover server components and services that process captured data.
HCL Discover Event Manager Manual
Manage Events - Events Tab
Through the Events tab in the Discover Event Manager, you can define, edit, test, and organize events to monitor specific conditions in your visitors' sessions. Discover events provide a flexible and powerful mechanism for tracking at the most granular level what is happening during a visitor's session.
Event Wizard
Next Steps

Product Overview
Customer Experience is now the number one differentiator in decision making when transacting online. It is crucial that you are able to monitor, understand and manage those online experiences using quantitative data and insights from your actual customer sessions.
Release Notes
Installation, Deployment, and Upgrade
Installing HCL Discover involves planning and preparing your environment, installing and configuring prerequisite software, obtaining the HCL Discover installation files, and running the HCL Discover installer.
Configuration
Configuring HCL Discover involves setting up and managing Discover user authorization and configuring Discover server components and services that process captured data.
- HCL Discover Configuration Manual
- HCL Discover Event Manager Manual
  - Discover Event Manager
    HCL Discover Event Manager provides the user interface for defining the event objects used to monitor your visitors' sessions. Here you can configure the events, hit attributes, dimensions, session attributes, alerts, and deviations to monitor customer success and struggle with your web application.
  - Getting Started with Discover Events
    Discover events provide the mechanisms for monitoring mission-critical metrics and other indicators of your web application's performance, including software errors, failures to complete transactions, customer struggles, and more. Through Discover events, IT staff, business managers, and executives can keep tabs on critical aspects of the overall customer experience.
  - Manage Events - Events Tab
    Through the Events tab in the Discover Event Manager, you can define, edit, test, and organize events to monitor specific conditions in your visitors' sessions. Discover events provide a flexible and powerful mechanism for tracking at the most granular level what is happening during a visitor's session.
    - Overview
    - Event Wizard
      - Event Summary
        You use the Event Manager to create events. In the Event Summary, you specify the basic parameters of the event, including the trigger point for the event.
      - Order of Evaluation
      - Selecting Event Labels
        Use the Event Labels control to create new labels or select existing ones to apply to the selected event. These labels are for organization purposes. An event can have multiple labels.
      - Condition Step
      - Value Step
      - Report Groups Step
      - More Options Step
      - Next Steps
    - Editing an Event
    - Deleting an Event
    - Special Event Types
    - Configuring Portal Access to Events
    - Event Tester
    - Event History
    - Change History
    - Event Hierarchy
      In the Event Manager Event tab, you can review the hierarchy for a specific event. Items that are listed above other items are dependent on the items below them being triggered. Dependent items are listed higher in the hierarchy. Antecedents that are listed below an event in the hierarchy.
    - Purging Event Data
      If needed, you can purge data for a selected event and all related report groups and dimensions. Suppose when you are configuring events, you discover that you captured inaccurate or bad data for the event. You can purge the data for a selected event and all recorded dimensional data that is related to the event.
    - Dicover Standard Events
    - Default Customer Events
    - WorkingSet of Events
    - Distance Events and sequence Events
    - Recommendations
    - Distance Events
    - sequence Events
    - UAParser events
      In earlier versions of Discover, if you execute a replay using Extended User Agent, it provided information like:
    - Step-Based Eventing
      Through step-based eventing, you can create Discover events of these user interface events that are generated by your rich internet application.
    - Eventing for Usability
      HCL Discover Usability enables the capture of usability information from the visitor's web experience, as detected in the client and transmitted to Discover. This information is anonymously collected for reporting purposes. Events can be used to specify specific conditions, such as a period of time, to record information.
    - Mobile Events
      Discover provides a set of Mobile events to support the tracking of user interface events that are captured through a Discover client framework. These objects can be used as the basis for building other event objects for tracking the specifics of your client application.
    - Goal Based Dimensions
      By default, Discover events and event-related objects, such as dimensions, are recorded as soon as they occur. This immediate responsiveness ensures that event activity and contextual data are captured as a snapshot of the current state of the session or application.
    - Discover Standard Event Object Reference
  - Manage Events - Hit Attributes Tab
    When processing hit data, the Discover event engine searches each hit for patterns of text. These patterns can signify an event of interest, such as the occurrence of the word Sorry in the response, or can bracket a text string of interest, such as the value of a form field. These patterns can be explicitly specified or can be defined using the start and end tags for which an event should look when evaluating a condition or setting a value.
  - Manage Events - Dimensions Tab
    Through the Discover Event Manager, you can specify data dimensions to track metadata associated with an event. They can be considered the contextual data captured at the moment of event execution.
  - Manage Events - Session Attributes Tab
    A session attribute is a pre-defined variable that is persistent throughout the life of a Discover session. Session attributes may be used to store various data that may be referenced by events at any point during the session.
  - Manage Events - Alerts Tab
    Through the Discover Event Manager, you can define alerts that are triggered based on Discover events. When threshold values are detected in the related event, an alert is generated and delivered in the appropriate format to the designated recipients.
  - Manage Events - Import-Export Tabs
    Through the Import and Export tabs, you can export a set of selected event definitions and all supporting data objects from your current system and import a set that has been exported. Import/export controls enable the easy migration of event definitions from a development environment to testing and staging environments.
  - Optimizing Discover Configuration
    You can optimize Discover configurations by performing the following steps
  - Event Tester
    Integrated into the Discover Event Manager, the Event Tester enables you to test active events and hit attributes, even if they are saved in draft mode, against sessions that you upload to the server. This integrated tool provides a quick method for validating the event objects you define before you deploy them into the live transaction stream.
  - Advanced Mode for Events
    In Advanced Mode, you can review and modify the actual JavaScript™ function that is called to process the event.
  - Event Administration
    The section provides an overview of how events are initially installed and stored in the database and later updated based on changes in the Discover Event Manager.
- HCL Discover UI SDK Manual
- HCL Discover Native Mobile SDK Manual
Administration
Administering HCL Discover involves configuring and integrating the HCL Discover client framework with your web applications or mobile native applications, installing and administering the databases used by HCL Discover, defining event objects and configuring events, hit attributes, dimensions, and other object attributes used by HCL Discover to monitor mission-critical metrics of your web application's performance.
Cloud-native HCL Discover
Notices

Next steps

About this task

After you completed your event definition, you should complete the following steps to finish specifying your event.

Procedure

If the event is intended to be active immediately, verify that you selected the Active check box in the event definition.
Save the event in draft form. Click Save Draft.
Test the event before you commit the changes. See Event Tester.
- Create a test session in the live web application, which triggers the event. Be sure to close the session by logging out or exiting the web application.
After testing, save the event to the database for use by the available Canisters. See Discover Event Manager.
For events that are configured for display in the Portal:
- You can generate a report using the event and its specified report groups to verify that data is being processed all the way through the system.
  Note: Data may not appear immediately in the generated report.

Next steps

About this task

Procedure

Results