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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
Portal Management
This section contains administration topics for managing the Discover Portal and features available through it.
User Administration
This section details user administration for HCL Discover.
Groups
You can create new user groups or edit permissions for existing groups.
Search Profile
For groups that are granted access to the Session Search page, the Search Profile controls both the search options and search templates to which they have access. If a user has no available search options, the Options section is hidden entirely on the Session Search page. To access Menu Profile, select Profile > Search Profile.

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.
    - Managing Discover Servers
      In the Discover Servers area, you can review all available Discover servers, which may include HCL Discover Transport Servers, HCL Discover datastores and HCL Discover indexing machines for search, event detection, and session replay.
    - User Administration
      This section details user administration for HCL Discover.
      - Users
      - Groups
        You can create new user groups or edit permissions for existing groups.
        New / Edit
        This section explains how to add and edit groups.
        Assign Users
        To add users to the selected group, click Assign Users. The list is populated with users who have the proper role, yet do not have a group assignment.
        Menu Profile
        The Menu Profile for a user group determines the available menu items that members of the group can access. It also controls the reports that can be viewed on member Dashboards. For example, if a group's menu profile does not include access to Reports > Report Builder, its members cannot view the Report Builder page. To access Menu Profile, select Profile > Menu Profile.
        Administration Profile
        Search Profile
        For groups that are granted access to the Session Search page, the Search Profile controls both the search options and search templates to which they have access. If a user has no available search options, the Options section is hidden entirely on the Session Search page. To access Menu Profile, select Profile > Search Profile.
        Browser Replay Profile
        For groups that are granted access to Browser Based Replay (Replay), the Browser Replay Profile controls the actions and permissions to which group members have access while using Replay. The replay and navigation sections of Replay are available to all users, but other functions are controlled by the Browser Replay Profile. To access Menu Profile, select Profile > Browser Replay Profile.
        Delete
        Deletes the selected group. Members of the group are not deleted.
      - Current Users
        Displays a list of the currently active users of the specified role.
    - General Settings
      General Settings govern alert generation, data collection and retention, email delivery, scorecard management, search configuration, and user account management.
    - Portal Announcements
      Portal announcements are messages displayed to all Portal users upon login. These messages can be used to display current system status, scheduled maintenance windows, or other Discover-related issues.
    - Portal Logs
      In the Portal Management page, the Logs section displays the different types of logs created by both the Portal and the Data Service. Each section has its own layout and UI.
    - Backing Up Discover
      Discover provides multiple mechanisms for backing up your Discover system and your captured data.
  - 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.
  - 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.
  - 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.
  - 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.
- HCL Discover Data Export for Data Analysis Administration Manual
- Session Archiving Guide

Search Profile

For groups that are granted access to the Session Search page, the Search Profile controls both the search options and search templates to which they have access. If a user has no available search options, the Options section is hidden entirely on the Session Search page. To access Menu Profile, select Profile > Search Profile.

For more information on configuring search templates, see "Configuring Search Templates" in the HCL Discover Administration Manual.

Setting

Description

Date Span Selector

When selected, users in this group can access the Date Span selector, which enables the selection of specific date ranges.

Servers Selector

When selected, users in this group can access the Servers selector, which enables the selection of specific servers.

Template Selector

When selected, users in this group can access the Template selector drop-down, which enables the selection of non-default search templates.

Session List Template

When selected, users in this group can access the Session List Template selector, which enables the selection of non-default session list templates to display search results.

Search Scope

When selected, users in this group can access the Search Scope selector, which enables the selection of the page-level and session-level scoping options.

Search Results Sort

When enabled, users in this group can choose to sort the search query to return results prioritized by a field value selected in the Sort Results By drop-down in Search Options. .

Search Timeout

When selected, the default search timeout limit is imposed on searches executed by this group.

Searches that require more time than this limit are stopped before completion. This setting can be configured in Manage Services. See "Configuring the Search Server" in the HCL Discover Configuration Manual.
Note: Avoid deselecting this option. Allowing unlimited searches can cause Search Server to crash.

Search Autostop Limit

When selected, the default autostop limit is imposed on searches executed by this group.

Saved Searches

When selected, users in this group can open and execute searches that have been saved.

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