Welcome
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.
HCL Discover Administration Manual
Report Access Permissions
Users whose accounts contain the proper permissions may administer Discover reports. Depending on the type of report, permissions to administer individual reports of that type are configured in the report definition.
Dashboard Access Permissions
Available through HCL Discover, dashboards enable the graphical display of reporting components in one or more tabs through the Discover Portal. Dashboards can be scheduled for delivery to selected users.
Access Permissions for Individual Dashboards
To view all contents of a dashboard, you must access to the Dashboard menu and permissions to view the specific dashboard and all components inside of it.

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.
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.
- HCL Discover Administration Manual
  - Discover Admin Overview
    This section is an overview to the Discover system and its components.
  - Discover System Monitoring
    Discover provides several mechanisms for monitoring the health of the Discover system and Discover user activities. This section provides access to the various tools available in the Discover system for monitoring it and its users.
  - Portal Management
    This section contains administration topics for managing the Discover Portal and features available through it.
  - Discover Management System
    The Discover Management System (Manage Services) centralizes configuration management for Discover systems on Windows™-based hosts.
  - Database Administration
    The HCL Discover datastore runs on top of a set of four Microsoft™ SQL Server databases.
  - Report Access Permissions
    Users whose accounts contain the proper permissions may administer Discover reports. Depending on the type of report, permissions to administer individual reports of that type are configured in the report definition.
    - Dashboard Access Permissions
      Available through HCL Discover, dashboards enable the graphical display of reporting components in one or more tabs through the Discover Portal. Dashboards can be scheduled for delivery to selected users.
      - General Admin Permissions
        Dashboards can be administered by any user with permission to configure dashboards, or a specific dashboard.
      - Access Permissions for Individual Dashboards
        To view all contents of a dashboard, you must access to the Dashboard menu and permissions to view the specific dashboard and all components inside of it.
    - Report Access Permissions
      The Discover Report Builder enables the configuration and display of event and ratio data with dimensional data optionally applied to segment the report.
  - Managing User Agents
    Through Discover, you can monitor the different types of user agents that contact your web application. Through a provided set of data objects, Discover can identify the type of traffic that is requesting resources from your web application and then monitor counts and other information that pertains to the type of user agent. These objects can be used as the source data for developing a useful set of user agent-related reports, enabling you to closely monitor the composition of traffic to your site.
  - Configuring User Agent Detection
    This section describes how to acquire and maintain the configuration files necessary for parsing of fixed and mobile user agents and how to prepare those files for use in the HCL Discover platform.
  - Configuring User Agent Events
    To use the data that is injected into the [ExtendedUserAgent] section by the Discover SessionAgentTLTRef, a Discover administrator must create events that create charts for this data.
  - User Agent Tools
    These external utilities can be used to monitor and update user agent configuration data that is required by Discover.
  - bot Detection
    Most commercial enterprise web applications are subjected to significant traffic from web crawling bots. Short for "robot," a bot is a software agent that navigates websites to extract information about them. Some bots are used by search engines for indexing pages.
  - Discover Reference Information
    Use the links below to access reference information on file formats, common standards, and more in use by the Discover system.
  - Integrating HCL Discover and Unica Journey
    HCL Discover and Unica Journey integration works with CEP configuration. The CEP configuration enables the event to be sent to CEP and the external systems. Unica Discover-Unica Journey integration is supported from version 12.1.0.3 onwards.
  - Integrating HCL Discover and Unica Interact
    HCL Discover and Unica Interact integration works with CEP configuration. The CEP configuration enables the event to be sent to CEP and the external systems. Unica Discover-Unica Interact integration is supported from version 12.1.0.3 onwards.
  - Integrating HCL Discover and Unica Deliver
    From version 12.1.13, you can integrate Unica Deliver with HCL Discover. By integrating Unica Deliver, you can send emails when a Discover event is initiated. You can create templates in Unica Deliver and use the templates for specific events. You can also configure the template and sender ID for each Event.
  - Integrating HCL Discover and HCL CDP
    From 12.2.0, you can integrate HCL Discover with HCL CDP. You can use this integration to send events fired in HCL Discover to HCL CDP with configurable attributes.
  - Selective Deletion
    You can delete sessions and session fragments from the HCL Discover system with the Selective Deletion tool.
  - Using the ArchiveConfig utility
    Run the ArchiveConfig utility to configure and execute Selective Archiving.
  - Using Snapshot
    With Snapshot, you can capture page states from live web pages and save them to the Snapshot Gallery. Saving captured page states to the Snapshot Gallery simplifies access to data for selected web pages.
  - ELK Configurations
    Before configuring ELK on HCL Discover, there are some prerequisites:
  - Securing Interprocess Communication
    Discover 12.1.8 and above supports the use of a new SSL certificate based mechanism for securing all inter-process communication between the Discover servers. This is important in a distributed environment with multiple servers, as the components of Discover communicate with each other over the network, using a variety of ports.
  - Support for Okta
    From version 12.1.12, HCL Discover supports Okta authentication for customers who wish to use Okta instead of Microsoft Windows NT Authentication.
- HCL Discover Data Export for Data Analysis Administration Manual
- Session Archiving Guide
Cloud-native HCL Discover
Notices

Access permissions for individual dashboards

To view all contents of a dashboard, you must access to the Dashboard menu and permissions to view the specific dashboard and all components inside of it.

About this task

The steps below define how to how to enable access permissions to an individual dashboard. The following permissions are also required:

Access to the Dashboard menu, which is governed through HCL Discover groups.
Access to the individual dashboard. See steps below.
Access to the menu item for viewing any dashboard component inside the report.
Access to the individual report components in the dashboard.
- See Report access permissions.

Permissions to administer an individual dashboard are defined in the Configuring Dashboards page.

Note: The owner of a dashboard can always administer it.

Procedure

To configure dashboards, select Dashboards > Manage Dashboards in the Portal menu.
In the left panel, click Dashboards.
The list of available dashboards is displayed.
To administer a dashboard, select it and click the Pencil icon.
Click the Permissions tab.
- In the left panel, you can configure the user groups that are permitted to administer the dashboard.
- In the right panel, you can configure the user groups that are permitted to see the dashboard. Users in these groups can also save the dashboard as a different name. As the creator of the copied dashboard, the user is automatically an administrator for it.
To save changes, click Save.