Starting The Recorder – uPerform On-Premise Manuals

Upon creating a uPerform document, the application will check with the Server to download the latest template. This ensures you are using the current template for your project.

NOTE:

The application does not support recording on secondary monitors. If you use dual monitors, ensure that the application you want to record is displayed on the primary monitor.

Start Recording

Select Start > Programs > [applicationdirectory].
Use one of the following two methods to start the recorder:

If

Then

You are starting the recorder from the Quick Start panel

Select the New option.

You are starting the recorder from the Editor application

Select File > New.

Select Recording from the Type drop-down list.

NOTE:

You will be prompted to enter a name for your new file and to select a project and a template. Each document is associated with a project and a template. Your administrator typically establishes this information at the beginning of the project. The project and template information is refreshed when opening the Editor and when clicking Test Connection from File > Preferences > Server >General.

Complete the following fields:

NOTE:

Based on whether or not you are working in connected or non-connected mode, some of the following options may not be displayed.

Field	Description
Name	Enter the filename. The following special characters are not supported: # * \ : \| " < > / ?
Template	Select the template from the listbox. The template choices are based on the project selection. If no templates are assigned to the project on the Server, this list will be empty.
Language	Select the language for the document from the drop-down list.
Project	Select the project from the listbox. NOTE: This option is not available in uPerform Express.
Location	Enter, or browse to, the location where the file will be saved. The default save location is C:\Users\Documents

Click OK.

NOTE:

If the template's simulation maximum screen height and width do not match the screen height and width of your primary screen, you will receive a warning message. To capture the best image quality, your primary screen's settings should match those used in the template. If you ignore the warning and continue recording without changing the screen settings, image quality will be impacted. For more information on setting the template's simulation maximum screen height and width, refer to "Default Publication Settings: Simulation: General Settings" in the companion manual Managing Content.

Select one of the following options:

If You Want To

Then

Record across a series of applications.

Go to Step 7.

Record a single target application.

If you have specified to record a single target application, you must specify the application after entering the project and template information. For information on specifying a recording mode, refer to Specifying Recording and HTML Capture Modes.

From the Select Application window, select the target application.
Click OK to display the Recorder window.

Record the active window for the application(s).

Go to Step 7.

Click to start recording.

NOTE:

For detailed information on capturing various controls, refer to Capturing Controls.

Displaying the Recorder Preview Pane

During recording, a real-time preview of the recorded actions is displayed in a preview pane in the Recorder window. The preview pane allows you to view data as it is being captured. The preview pane and window are not captured during recording.

You can hide or display the recorder preview pane.

Click to toggle the display of the preview pane during recording.

Capturing Controls

The recording process captures a variety of interface objects, including screens, buttons, tabs, checkboxes, drag-and-drop actions, menu paths, edit fields, grids, trees, radio buttons, match codes, list items, and combo boxes.

NOTE:

The application does not support recording on secondary monitors. If you use dual monitors, ensure that the application you want to record is displayed on the primary monitor.

The following table provides an overview of recorder capabilities, limitations, and the steps you must take to capture specific objects.

Object	Description	Required Steps
Edit Fields	The recorder captures field labels and data. The field name, a generic placeholder description, and the data that was entered will be captured.	Click or tab in the field. Type in the field. Exit the field. To capture default data, click or tab into the field containing the default data and exit the field. The default data and field name will be captured. In the document view, data is inserted into a Field/Description table. If a value exists in the field on exit, the recorder will capture this value. If the field is empty, the recorder captures a step without a value in the field. If you want to capture only the characters typed, instead of all characters in the field, change the Capture Typing Text Mode value to Typed Characters. For more information, refer to Specifying Recorder Tuning Options.
Menu Paths	Menu paths are automatically recorded. The recorder captures menu text when you click on the text.	Simply execute the menu path, and the recorder will capture the first initial click as a step and then display the full menu path as a single step.
Grids	When entering data into a table, the field labels are typically located at the top of the column. The recorder will capture both the row and the column label.	Click in the grid celll. Enter data. Click out of the cell.
Screens	New screens are captured automatically as you progress through a task.	A screen image is captured for every step. To capture a screen image manually before any action is taken on the screen, press the Print Screen key on your keyboard then record the step. The following types of actions will trigger a new screen shot to be displayed in the document view (In a simulation view each step is displayed with its corresponding screen image.). The order that the criteria are applied is as follows: When you take an action on a screen, the recorder checks if the screen title is different than the previous steps screen title. If yes, a new screen image is displayed. If the screen title did not change, the recorder checks if the dimensions of the active region are different than the screen captured for the previous step. If yes, a new screen image is displayed. If the previous action was performed on a tab or a menu item control, a new screen image is displayed. The recorder also captures the last screen upon stopping the recording process.
Match Codes, Buttons, Checkboxes, Combo Boxes, Tree Items, Tab Controls, Labels, Links, Radio Buttons, and Images	The recorder captures match codes, the button image, the checkbox or radio button and the associated label, and any other images on which you click.	Click on the button, checkbox, radio button, or image. If you are planning to Re-Record and are selecting a combo box, be sure to click a selection in a combo box, even if the default value in the combo box is not the one desired.
Combination Keystrokes	Keystrokes are captured and recorded as new steps.	Type combinations keystrokes Ctrl+N and Alt+F are supported. Command combination keystrokes ALT+TAB, CTRL+ALT+DEL, and ALT+ESC are not supported.
Function Keys	Function keys are captured and recorded as new steps.	Type the function keys