NetVision Configuration Settings

Configuration settings in NetVision are those settings which are used to set up some background regarding sessions. Only Admin user can configure system related settings by using the Config section of the NetVision GUI. Normal user can only view the configuration settings. The configuration settings can be applied on the following:

  • Checkpoint
  • Events
  • Business Process
  • Page Name
  • Custom Data
  • NV Agent Settings
  • Resource Sync
  • Task Scheduler
  • User Segment
  • Cluster

Checkpoint

Checkpoints are used to match a certain string which is displayed on the site on the occurrence of an event, such as Coupon expired, Item out of stock, Session expired etc. The checkpoints are mapped with Events. When a string is matched, the associated Event name is displayed in session.

To view the created checkpoints, go to Config menu and click the Checkpoint menu item. The Checkpoint window is displayed.

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The Checkpoint window contains following attributes:

  • State: It specifies the status of Checkpoint. It can be either Active or Inactive.
  • Event Name: It is the name of the event to which the Checkpoint is mapped.
  • Criteria: It specifies the matching criteria of the Checkpoint. For example – matching of specific text or matching of prefix and suffix text.
  • Value/Prefix Text: It specifies the matching prefix text.
  • Suffix Text: It specifies the matching suffix text.
  • Page(s): It specifies the page on which the Checkpoint is applied.
  • Scope: It specifies the page load criteria – Dom Change/Complete DOM.
  • Selector: It is the CSS selector of the element on which we are applying checkpoint.

User can perform following actions on Checkpoints:

  • Add
  • Delete
  • Update

Adding a Checkpoint

Follow the below mentioned steps for adding a Checkpoint:

  1. Click the Add button on the Checkpoint window. The Checkpoint configuration window is displayed.

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  1. Select the State of Checkpoint either Active or Inactive.
  2. Select the Event Name to which the Checkpoint is to be applied.
  3. Enter the Checkpoint Name in the textbox.

Then, user needs to specify some string based match criteria:

  1. If the match criteria are based on specific text, then select this option and provide the text string. User also needs to specify the condition for event generation from the following options:
  • Match Text found
  • Match Text not found
  1. If the match criteria are based on start and end of string, then select this option and provide the start string and end string. User also needs to specify condition of event generation.
  • Match Text found
  • Match Text not found
  • Length of content between start and end string less than or equal to what number
  • Value of content between start and end string is equal/not equal to a specified string or contains a specific part of string
  1. Then, specify the Scope of the page from the following options:
    • Complete DOM: Complete page is loaded
    • DOM Change: Only specific part of page is loaded
    • All: Combination of both (Complete DOM and DOM Change)

After this, user needs to specify the match text in page response

  1. If match criteria are on all pages, then select the All pages option.
  2. If match criteria is to be applied on specific pages only, then select the Specified option and selecting the page using 31 (2) button.
  3. Then, after making all the Checkpoint configuration settings, click the OK button to save the settings.
  4. After that, enter the value of Selector and click OK.

Deleting a Checkpoint

Follow the below mentioned steps for deleting a Checkpoint:

  1. Select the Checkpoint from the list in the Checkpoint window.

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  1. Click the Delete button. The Checkpoint is deleted from the list.

Updating a Checkpoint

Follow the below mentioned steps for updating a Checkpoint:

  1. Select the Checkpoint from the list in the Checkpoint window and click the Update button, the Checkpoint details are displayed for update.

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  1. Update the Checkpoint details and click the OK button to save the changes.

Events

What are Events and how they are configured

An event is the situation a visitor might face while accessing a site. For example – Item out of stock, Item not found for international shipping, Invalid reward code, Invalid promo code, Coupon expired, Session expired etc. User can specify whether the event is a Struggling event or not. Struggling event is an event in which a visitor struggles for a particular task and is not able to get success in that activity, such as item out of stock, add to bag maximum limit exceeded etc.

To view the created events, go to Config menu and click the Events menu item. The Events window is displayed.

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The Events window contains following attributes:

  • Struggling Event: It specifies whether the event is struggling event or not.
  • Event Icon: It specifies the icon of the event.
  • Name: It specifies the name of the event.
  • Description: It specifies a brief description of the event.

User can perform following actions on Events:

  • Add
  • Delete
  • Update

Adding an Event

Follow the below mentioned steps for adding an event:

  1. Click the Add button on the Events window. The Events Configuration window is displayed.

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  1. Enter the Name of the event and provide its description.
  2. Select whether the event belongs to a struggling user event or not.
  3. Select the icon for event from the drop-down list.
  4. Click the OK button to save the event.

Deleting an Event

Follow the below mentioned steps for deleting an Event:

  1. Select the Event from the list in the Events window.

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  1. Click the Delete button. The Event is deleted from the list.

Updating an Event

Follow the below mentioned steps for updating an Event:

  1. Select the Event from the list in the Event window and click the Update button, the Event details are displayed for update.

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  1. Update the Event details and click the OK button to save the changes.

Business Process

A business process is a sequence of activities a user performs during visit to a web site. It is a list of page navigations which is followed by a visitor while navigating a site. It is used to trace and analyze the processes/sub-processes, user issues etc.

To view the list of available business processes, go to Config menu and click the Business Process menu item. The Business Process window is displayed.

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The Business Process window contains following attributes:

  • State: It specifies the status of Business Process. It can be either Active or Inactive.
  • Name: It specifies the name of the Business Process.
  • Description: It specifies a brief description about the Business Process.
  • Last Modification: It specifies the last modification date and time of the business process. 
 1.1Business process flow is displayed at the bottom of the window.

User can perform following actions on Business Process:

  • Add
  • Delete
  • Update

Adding a Business Process

Follow the below mentioned steps for adding a Business Process:

  1. Click the Add button on the Business Process window. The Add Business Process dialog box is displayed.

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  1. Enter the Business Process (BP) Name, BP description and select whether it is active or not.
  2. Select the Channel from the list.
  3. Select the Checkout BP check box. In this case only the checkout business process is executed.
  4. Click OK to save the settings. The business process is added to the list.

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  1. Configure the business process. For this, go to nodes section. By default, Start and Finish nodes are displayed.
  2. For adding pages, click the 32 (2)icon over the Start node. The Node Properties dialog box is displayed.

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  1. Select the Page name from the drop-down list that is to be added in the flow.
  2. Select Page type. For the first page, it is Other options available are – Mandatory and Optional. These options are for other pages in the flow.
  3. Click the 24 (2) icon. The entry page is added in the flow.

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  1. Other pages can be added in the same manner.

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 1.1To delete a page from the node, click the 34 (2) icon.

Nodes can be joined using the 35 (2) icon.

  1. Click the Save button to save the flow.

Deleting a Business Process

Follow the below mentioned steps for deleting a Business Process:

  1. Select the Business Process from the list in the Business Process window.

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  1. Click the Delete button. The record gets deleted from the list.

Updating a Business Process

Follow the below mentioned steps for updating a Business Process:

  1. Select the Business Process from the list in the Business Process window and click the Update button, the Business Process details is displayed for update.

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  1. Update the Business Process Details and click OK. The details are updated.

Copy a Business Process

This feature is used to copy a business process from one channel to another channel. To do this, select a business process, click the arrow beside the Copy To button and select the channel to which the business process needs to be copied.

Page Name

The purpose of this is to provide a page name and its URL pattern. It is applied to filter data based on page name (entry/exit page). Specific sessions can be searched based on page name. Admin user can add, delete and update a page name. The same is reflected in filtered list.

Adding Page Name

Follow the below mentioned steps for adding a page name:

  1. Go to Config menu and click the Page Name menu item. The Page Name window is displayed.

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Fields

  • Name: Name of the page
  • Method Definition: Definition of the method used
  • Parameters: What all are the parameters applied
  • JS Variable Name: Name of the JS variable
  • JS Variable Value: Value of the JS variable
  • Test URL: URL for testing purpose
  1. Click the Add button, the Add Page Name dialog box is displayed.

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  1. Enter the Page name.
  2. Select the definition method:
    • URL Pattern: Enter the URL pattern and select the Complete URL check box (if required). Enter the Test URL and click the test button.
    • JS variable: Enter the variable name and its value.

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  1. The added page name is also displayed in the Session filters and feedback filters.

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Deleting a Page Name

To delete the Page name, go to Config > Page Name, select the page name and click the Delete button. The record is deleted from the page name list and also from the filter list.

Updating a Page Name

To update a page name, follow the below mentioned steps:

  1. Go to Config > Page Name, select the page name and click the Update button. The Update Page Name dialog box is displayed.

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  1. Update the details and click the OK button, the page name is updated in the list as well as on the filter list.

Custom Data

The purpose of Custom data is to add customized field and type. It is applied to filter data based on criteria of customized data. Specific sessions can be searched based on custom data. Admin user can add, delete and update custom data. The same is reflected in filter list.

Adding Custom Data

Follow the below mentioned steps for adding custom data:

  1. Go to Config menu and click the Custom Data menu item. The Custom Data window is displayed.

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  1. Click the Add button. The Add Custom Data dialog box is displayed.

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  1. Enter the Name, Type and Description of Custom data and click OK. The Custom data is added to the list.

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  1. The added custom data is also reflected in the drop-down list of Custom Data Filter section.

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Deleting a Custom Data

To delete the Custom data, go to Config > Custom Data, select the custom data and click the Delete button. The record is deleted from the Custom data list and also from the filter list.

Updating a Custom Data

To update a Custom data, follow the below mentioned steps:

  1. Go to Config > Custom Data, select the custom data and click the Update button. The Update Custom Data dialog box is displayed.

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  1. Update the details and click the OK button, the Custom data is updated in the list as well as on the filter list.

NV Agent Settings

This section is used to configure the NetVision Agent Settings. Click the NV Agent Settings menu item under the Config menu. The NV Agent Settings window is displayed.

Fields

There are various sections in NV Agent Settings window:

Settings

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  • Beacon URL: Here we provide the domain name or IP of the NV server.
  • Site Domain: This field is used to set the NV cookie on those domains whose domain name is not resolved by HPD.
  • Pagedump: It denotes whether page dump mode is to keep on or off.
  • Log Level: It denotes the level of logs specified. There are 4 log levels.
  • BlackList Id: Here we provide ids which are available multiple times on the same page to block those id’s and use xpath instead.
  • Data Flush Interval: This is the interval in seconds provided to flush the data captured of the user activity.
  • Cookie Size: It denotes the size of the cookie. A cookie is a small piece of data sent from a website and stored in the user’s web browser while the user is browsing.
  • Domwatcher Mode: Mode to enable the domwatcher so that they can capture the Dom changes on the webpage.
  • Channel Callback: Here we can write the callbacks (code) to define the channel like Mobile, desktop etc.
  • Page Ready Validator Callback: This is a JavaScript callback to check if page is loaded successfully. This is required for pages which loads its resources through XHR request.
  • Remote Config Mode: This mode is set to decide which config is used, either client side config or local config.
  • BlackList Cookies: It is a list of sensitive cookies. These cookies are not captured by NetVision JS Agent.
  • Session Flags: List of session level flags. These flags are like cookies in browser. Can be updated by JS APIs.
  • Resource Timing Capture Mode: This mode is to set to enable or disable the resource timing from the browser.

Resource Timing Filter

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  • Mode: It is used to enabling/disabling the resource timing filter.
  • Percentage: It is used to set the filter percentage from all pages.
  • Max Page Load Time: It is the maximum page load time.
  • User Activity Capture Resource: It is used to capture resource timing for user activity.
  • Protocol Version: It is used to replay data in JSON format.
  • RSA Encryption: It is used to enable/disable RSA encryption.

Spa

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  • enabled: This is to enable to disable the spa mode. SPA mode use to tread each page of single page application as different and new page.

Enqueue

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  • Enabled: It is used to enable/disable the enqueue.
  • Library Path: It is the library path of enqueue.

Feedback

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  • Enabled: It is used to enable/disable the field.
  • feedbackPosition: It is used to specify the feedback position.
  • pluginfbjs_url: It is the feedback plugin url.

useraction

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  • enabled: It is used to enable/disable the feature.

autoFillObserver

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  • enabled: It is used to enable/disable the feature.
  • Frequency: It is used to set the frequency of autofill.

ajaxmonitor

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  • Enabled: It is used to enable/disable the ajaxmonitor.
  • capture Cross Domain: It is used to enable/disable the cross domain capturing.
  • capture Header: It is used to enable/disable the header capturing.
  • capture Post Data: It is used to enable/disable the post data capturing.
  • capture Response: It is used to enable/disable the response capturing.

Filter

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  • mode
  • entry
    • domain
    • path
    • domain_regex
    • path_regex

domwatcher2

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  • filterUnexpected
  • filters
    • element
    • attribute Change

XHRModule

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Options

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Filters

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ClickMonitor

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Resource Sync

Resource Sync is used for synchronization of files with NetVision Product. When any file is updated on the client server, it gets updated on the NetVision server as well.

To open the Resource Sync window, go to Config menu and click the Resource Sync menu item. The details for Syncing file are displayed in the Resource Sync window.

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Fields

  • Mode: It denotes the mode either push or pull.
  • Protocol: It denotes the protocol either sync or FTP.
  • BasePath Config: It denotes the base path configuration.
  • Domain: It denotes the domain of the resource.
  • Port: It denotes the port of the system.
  • Module: It denotes the module name of the resource.
  • User: It denotes the user of the system.
  • Password: It denotes the password of the system.
  • Directory: It denotes the directory where files are stored.
  • SubDirectory: It denotes the subdirectory of the main directory.

Adding a Sync File

Follow the below mentioned steps for adding a Sync file:

  1. In the Resource Sync window, select the Mode and Protocol.
  2. Mention the BasePath Config.
  3. Click the Add button on the Resource Sync window, the following dialog box is displayed.

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  1. Enter Domain, Module, Port, User, Password, Directory, and Sub Directory.
  2. Click Save.

Deleting a Sync File

To delete a Sync file, go to Config > Resource Sync, select the record and click the Delete button. The record is deleted from the Resource Sync list.

Updating a Sync File

Follow the below mentioned steps for updating a Sync file:

  1. Go to Config > Resource Sync, select the Sync file and click the Edit button. The Update Sync file window is displayed.

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  1. Update the details and click Save. The details get updated.

Task Scheduler

Task Scheduler is a component of NetVision that provides the ability to schedule the tasks (generation of reports) at pre-defined times or after specified time intervals along with various other configurations.

To open the Task Scheduler window, go to Config menu and click the Task Scheduler menu item. The Task Scheduler window is displayed with a list of scheduled tasks.

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Fields

  • Task Type: It denotes the type of the task, such as Report
  • Description: It denotes the description of the task
  • Schedule Time: It denotes the scheduled time for the report execution
  • Schedule Expiry Time: It denotes the schedule expiry time of the task
  • Status: It denotes the status of the task either enabled or disabled.
  • Actions: It denotes the actions that can be performed on the task, such as delete, edit or enable/disable.

Actions

  • Viewing all reports
  • Adding a task
  • Deleting a task
  • Updating a task
  • Enabling/Disabling a task

Viewing All Reports

  1. On the Scheduled Tasks window, click the View All Reports icon [43 (2)]. The Reports page is displayed.

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Adding a Task

  1. On the Scheduled Tasks window, click the Add Task icon [36 (2)]. System prompts to select the task either REPORT or RSYNC.

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Report

  1. Click the Report icon, the Report set up steps are displayed. User needs to follow the process step by step for creating a task.

Step – 1: Select the report type and format

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  1. Select the report type – Standard/Custom/Template.
  2. Select the report from the drop-down list.
  3. Specify the report format. By default, it is XLS.
  4. Click Next.
 1.1User can navigate to previous steps at any point of time using the Previous button.

Step – 2: Select filters for the report

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Step – 3: Select the time range of the report

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  1. From the Last option, specify for what duration the report is to be generated, such as last 1 hour, last 1 day, last 1 week and so on.
  • In case of day, select the time from which the duration is counted
  • In case of week, select the day and the time from which the duration is counted

OR

  1. Select the start time and end time.
  2. Then, select the grouping of the data, such as Hourly, Daily, Weekly from the Bucket Mode drop-down list.
  3. Click Next.

Step – 4: Schedule the Report

Hourly

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  1. Specify the report generation frequency in hours. For example – 4 hours, 8 hours, and so on.

OR

  1. Specify the time for the report generation.
  2. Specify the Schedule expiry date and time.
  3. Enter Task description.
  4. Click Next.

Weekly

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  1. Select the day of the week to which report needs to be generated.
  2. Specify the start time.
  3. Specify the schedule expiry date and time.
  4. Enter task description.
  5. Click Next.

Monthly

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  1. Specify a day of a month on which reports need to be generated.
  2. Specify the Start time.
  3. Specify the Schedule expiry date and time.
  4. Enter task description.
  5. Click Next.

Step – 5: Enter Mailing Information

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  1. Enter the mail subject.
  2. Enter recipients of the mail. User can add more recipients separated by colon (;).
  3. Enter the description in the Body section. User can pick Report name, Start date, and End date from the Hints section. This automatically fills the specified information in the mail body. Click Next.

Step – 6: Report Scheduling Summary

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  1. This step shows the summary of the report specified by the user. It contains following specification user mentioned in earlier steps.
    • Report name
    • Report type
    • Report format
    • Report duration
    • Schedule expiry time
    • Mail to
    • Mail subject
    • Mail body

2. Click Finish, the task is added in the Scheduled Tasks Page.

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User Segmentation

User segments is a group of users having some common behavior or attributes. User segmentation feature can be used to analyze group of sessions having some similar pattern. It is also useful for A-B testing.

To define a user segment we need to provide some rules. Those rules will be executed on page navigation (user interaction). A user segment can have multiple rules. When all the rules will be passed, session will be marked for that user segment.

There are four types of rules:

Cookie

Some applications segment the users with different value of a cookie.

Example:  ABC has done some changes on Checkout page, but only some of the user will be assigned that new page. ABC will set a cookie checkoutPage=new for such users. So, here checkoutPage can be used to segment the user.

Click

Users can be segmented on basis of click they performed. If we want to analyze users who are clicking on a particular button, then this kind of segment can be used.

Example: There is a Rebate button on PDP page and we want to analyze how many users are clicking that button.

Engagement

Users can be segmented on the basis of any kind of interaction with part of a webpage.

Example: There is a review section on PDP page and we want to get idea of how many uses are doing any kind of interaction with review section.

Note: Interaction can be click, change etc.

Page Visit

User can be segmented on basis of page visited.

Example: If we want to analyze the users which are browsing coupon page then we can define a user segment with page coupon.

We can segment on basis of query string also.

Example:

Checkout page can have two views according to the value of a query.

http://www.abc.com/checkout.jsp?view=old

And

http://www.abc.com/checkout.jsp?view=new

Some users can hit view 1 and some can hit view 2 and we can differentiate them by query string view for this page.

To open the User Segment window, go to Config menu and click the User Segment menu item. The User Segment window is displayed with a list of user segments.

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Fields

  • Icon: It denotes the icon of the user segmentation.
  • Name: It denotes the name of the user segmentation.
  • Description: It denotes the description of the user segmentation.
  • Rules: It denotes the rules of the user segmentation.
  • Channel: It denotes the channel on which the user segmentation is performed.

Adding a User Segmentation

Follow the below mentioned steps for adding a user segmentation:

  1. Select the channel, such as POSF, Dotcom, Mobile, ALL from the Channel drop-down list. On selecting ALL, the user segmentation is applied on all channels.
  2. Click the Add button, the Add window is displayed.

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  1. Specify the following details:
    • Icon for the user segmentation.
    • Name of the user segmentation.
    • Description of the user segmentation.
    • Type, such as URL Pattern, Cookie, Click, Engagement.
      • For URL Pattern, specify the URL Pattern, Test URL, and click test button.
      • For Cookie, specify the cookie name and its value.
      • For Click, specify the html selector.
      • For Engagement, specify the html selector.
  2. Select the Pages from the list.
  3. Click the OK button.
  4. The user segmentation gets added in the list.

Adding Rules in a User Segmentation

All the rules have some set of arguments and page id list. Rule is applied only if Page Index is matching as given or rule is applicable for all the pages.

Follow the below mentioned steps for adding rules in a user segmentation.

  1. Click the icon corresponding to a user segmentation. The Add Rule window is displayed.

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  1. Specify the following details:
    • Select the type of the user segmentation.
      • For URL Pattern, specify the URL Pattern, Test URL, and click test button.
      • For Cookie, specify the cookie name and its value.
      • For Click, specify the html selector.
      • For Engagement, specify the html selector.
  2. Select the pages on which the rule is to be applied.
  3. Click OK.

Deleting a User Segmentation

To delete a User Segmentation, go to Config > User Segmentation, select the record and click the Delete button. The record is deleted from the User Segmentation list.

Updating a User Segmentation

Follow the below mentioned steps for updating a user segmentation:

  1. Go to Config > User Segmentation, select the record and click the Update The Update User Segmentation window is displayed.

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  1. Update the details, such as icon, name, description.
  2. Click OK. The details get updated.

Copy a User Segmentation to another Channel

This is used to copy a user segmentation to another channel. It is not applicable when user segmentation is created for all channels.

Follow the below mentioned steps to copy a user segmentation to another channel:

  1. Select a record from the list and click Copy To button. A list of applicable channels is displayed.
  2. Select the channel to which the user segmentation is to be copied.

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User Segment Filter

User can also apply the user segment filter on the sessions. To do this, go to Sessions > Filters. The Filters page is displayed.

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Select the filter and click the Run button. All the sessions satisfied the filter criteria for that user segmentation is displayed.

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Dashboard Graph

For user segmentation, following graphs are added in the NetVision metrics:

  • User Segment PageStats: It contains graph of timing of page.
  • User Segment PageStats By Page: It contains graphs by Pages (Home, PDP etc.) which having timing of pages (PageLoadTime, DOM Time etc.)
  • User Segment SessionStats: It contains graphs of session level details (Session Started, Session Completed/Min, Order Total etc.).

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Sample Graph

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Channel

A channel is the medium through which user can access the site. It could be a mobile, tablet, desktop, or any other device. Here, few examples of channel are – mobile, dotcom, or POSF device.

An admin user can view list of configured channels and can add/update/delete the channels as well. To do this, go to Config menu and click the Channel menu item. The Channel Configuration section is displayed.

This section displays a list of configured channels, their type, and number of rules. Rules can be configured based on the domain or cookie. User can perform following actions in this section:

Add a Channel

To add a section, click the Add button. The Add Channel window is displayed.

Mention the following details:

  1. Provide a channel name and its type, such as web application, store application, or native application.
  2. To configure rules for this section, user is having two options – either domain based or cookie based. For domain based rules, provide the URL to be matched. User can also enable regular expression, substring capturing, or can ignore the case. For cookie based rules, provide the cookie name and cookie value. In this case also, user can enable regular expression, substring capturing, or can ignore the case.
  3. Provide a test value for the rules and click the Test button.
  4. Add the channel using the Add button.

Update a Channel

User can also update an already existing channel. To do this, select the channel to be updated and click the Update button. The Update Channel window is displayed where user can update the details.

Delete a Channel

To delete a channel, select the channel from the list and click the Delete button. The channel gets deleted.