As an administrator, you can configure an individual Observer or a group of Observers to capture or exclude specific sets of data from collection on an Observers machine. This topic describes how to enable or disable the capture settings (screenshots, keystrokes, title, and keyboard) and apply this to specific applications.

Prerequisites

After the Process Discovery Sensor is installed on the Observers' machines, ensure that you:
Note: To enable or disable the recordings for new observers in a tenant, click your account initials in the upper-right corner and select Manage Account. In the New Observer Recording section, select Enable or Disable to set the recording configuration for all new observers. Click Save to save your changes.
To configure an individual observer or group configure observers for data collection with capture settings, perform the following steps:

Procedure

  1. Log in to your Process Discovery platform as an administrator.
  2. Navigate to Data > Observers.
  3. To configure all observers, select Configure <number> Observers.
    This configuration is for all observers using the current filter. You can create filters for specific departments in your organization (for example, HR or Finance) to filter data collection for a subset of Observers. Click Filters to create filters.
  4. To configure an individual observer, navigate to the Actions column for the Observer and select Configure from the drop-down arrow.
  5. In the Capture section, use the individual toggles to capture or exclude screenshots, keystrokes, title, or clipboard globally for all applications.
  6. In the URL Block and Allow List section, select one of the these options:
    OptionAction
    None No action to select. All URLs are captured by the Process Discovery Sensor.
    Allow Select the Allow URL list you created from the Domain List page from the drop-down field.
    Block Select the Block URL list you created from the Domain List page from the drop-down field.
  7. In the Application Block and Allow List section, select one of the these options:
    OptionAction
    None No action to select. All URLs are captured by the Process Discovery Sensor.
    Allow Select the Allow Application list you created from the Application List page from the drop-down field.
    Block Select the Block URL list you created from the Application List page from the drop-down field.
  8. In the Configure Applications window, enter specific applications in the text field you want to capture and click Add.
    Based on your business needs and the applications you set to capture or exclude, you might need to capture Screenshots and Titles for data processing of screen signatures.
    The application is listed in the Application Name column.
  9. To disable capture settings for the application, select the icon for Screenshots, Keystrokes, or Titles.
    An X mark appears on the icon.
  10. To configure observers by a single user, or group of observers with the same user name, select Use configuration for observers owned by this user (<user name>).
    This option is available for an individual observer only.
    Note: When you use this option, the allow and block list that is created for new observers is used for users with the same user name.
  11. Click Configure.
    The capture settings are now set for Observers.
  12. To enable the capture settings for all observers by default, click your account initials in the upper-right corner and select Manage Account.
  13. In the Observer Settings section, perform steps 5 through 7.
  14. Click Save to save your changes.