Creating Content with ANCILE uPerform Rapid Recorder
Contents
1. Mode The image mode option allows you to capture a specific area of the screen that does not have clearly defined edges or boundaries The resulting image is inserted into your content as a new step Using Image Mode During Recording 1 Open a document and record at least one step in the desired application window 2 Click amp on the Recorder window to activate image mode Q The cursor displays as a crosshair 3 Click in the window where you want to capture an image 4 Click and hold the left mouse button as you drag a rectangle around the image you want to capture 5 Release the mouse button to turn off image mode and capture the selected area Q The image will be inserted as a new step 20 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Turning On Help Mode On screen help is available in ANCILE uPerform Rapid Recorder Turning On Help Mode in ANCILE uPerform Rapid Recorder Click on the Recorder window to toggle help mode on and off When help mode is turned on on screen help is available when you hover over any toolbar button ANCILE Solutions Inc 21 Using the ANCILE uPerform Rapid Recorder Exiting If you attempt to exit the ANCILE uPerform Rapid Recorder while recording you will receive a prompt asking if you would like to check in the task Exiting the ANCILE uPerform Rapid Recorder Select Close from the ANCILE uPerform Rapid Recorder menu bar or click X in the top right co2. 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 captured by uPerform The preview pane and window are not captured during recording Oo a o Recorder Preview Pane You can hide or display the recorder preview pane Click to toggle the display of the preview pane during recording 12 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Capturing Controls The uPerform recorder 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 A ANCILE uPerform 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 1 Click or tab in the field and data The field name a generic 2 Type in the field placeholder description and the data po the field that was entered will be captured 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
3. web based and enterprise applications Rapid Recorder provides the same functionality as the recorder in the ANCILE uPerform application but is designed specifically for subject matter experts and other users with limited or no training with ANCILE uPerform A ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Getting Started with ANCILE uPerform Rapid Recorder Downloading ANCILE uPerform Rapid Recorder 1 Navigate to Install Location Downloads Q ANCILE uPerform Rapid Recorder also can be installed from the link in the email task notification For more information refer to Opening Tasks from the Email Notification on page 9 2 Double click the ANCILE uPerform Rapid Recorder installation package For example ANCILE_Rapid_Recorder_Setup exe 3 If prompted to install any required items such as ANCILE Capture Engine click Install ANCILE uPerform Rapid Recorder InstallShield Wizard ANCILE uPerform Rapid Recorder requires the following items to be installed on your computer Click Install to begin installing these requirements Status Requirement Pending ANCILE JRE Configuration Utility 5 0 Pending ANCILE Capture Engine 6 0 Install Cancel 4 Click Next in the Welcome window to start the installation 1 ANCILE uPerform Rapid Recorder InstallShield Wizard XZ CIL Welcome to the InstallShield Wizard for ANCILE uPerform Rapid Recorder Rapi
4. ANCILE uPerform User Manual Creating Content with ANCILE uPerform Rapid Recorder Version 5 PROPRIETARY RIGHTS NOTICE This user manual contains proprietary and confidential information of ANCILE Solutions Inc This manual is furnished under license only for the use and information of the licensee and the content is subject to change without notice Use of the contents of this manual for any purpose other than that for which it was provided is prohibited This manual may not be reprinted or redistributed to any third party without the prior written consent of ANCILE Solutions Inc ANCILE Solutions Inc does not warrant or guarantee the contents of this user manual ANCILE uPerform ANCILE uLearn ANCILE Info Pak ANCILE uAlign and ANCILE uBenchmark are registered trademarks of ANCILE Solutions Inc in the U S and foreign countries All other product and company names referenced herein are the registered or unregistered trademarks of their respective owners ANCILE SOLUTIONS COPYRIGHT 2013 ANCILE Solutions Inc ALL RIGHTS RESERVED ANCILE Solutions Inc Contents Using the ANCILE uPerform Rapid Recorder 1ccc1sscceesccensenennenennesenenes 3 Introduction to ANCILE uPerform Rapid Recorder ccccccccccccsssssseeecceeeceeaeeeeeseceeeeeeeaaeeeees 4 Getting Started with ANCILE uPerform Rapid Recorder 000000eeeee eeen 5 Usmothe Tisk Cit rsen A a a aa sina 8 Us
5. Recorder xs 9 FA w s 3 4 EY 100 11 y 12 P Ali 4 gt h 2013 Sheeti Sheet2 F 13 A Sheet3 14 Te 15 Har 16 A2 17 9 om 18 19 y 20 JE 29 y 23 ME 24 w p 25 Recording 26 ee J 3 Select the note and resize or move it as needed Q Inserted notes are associated to the next recorded step Notes disappear from the screen and cannot be edited or deleted after you start or continue the recording 4 Insert another note as needed or record your next step Deleting Notes Notes can only be deleted before recording the associated step To delete a note click X in the upper right corner of the note 18 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Pausing and Stopping the Recorder You can pause the recorder during the data capture process While the recorder is paused you can open other applications and perform other tasks without recording those actions When you have finished recording you must stop the recorder to complete processing and save your content Pausing the Recorder Click 4 on the Recorder window to pause the recorder A Remember to resume recording when you are ready Stopping the Recorder Click Ci on the Recorder window to stop the recorder Q After stopping the recorder you will receive a prompt asking if you would like to check in the task ANCILE Solutions Inc 19 Using the ANCILE uPerform Rapid Recorder Using Image
6. ailable from ANCILE uPerform the uPerform server or ANCILE uPerform Rapid Recorder uPerform Server The application used to store manage and distribute documents simulation and courses ANCILE Solutions Inc 25 Index A audio recording 17 testing 17 C capturing controls 13 check in tasks 11 controls capture 13 D deleting notes 18 download rapid recorder 5 E exit rapid recorder 22 export tasks 11 I import tasks 10 inserting notes 18 N notes deleting 18 inserting 18 P pausing recorder 19 ANCILE Solutions Inc R rapid recorder downloading 5 exiting 22 overview 4 pausing 19 recording 12 redo 15 settings 7 starting 12 stopping 19 undo 15 uninstalling 23 recording audio 17 redo recording 15 S starting recorder 12 stopping recorder 19 T tasks checking in 11 exporting 11 importing 10 viewing 8 testing audio 17 U undo recording 15 uninstalling rapid recorder 23 V view tasks 8 27
7. corder checks if the screen title is different than the previous steps screen title If yes a new screen image is displayed 2 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 3 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 The recorder captures match codes Click on the button checkbox radio Buttons the button image the checkbox or button or image Checkboxes radio button and the associated If you are planning to Re Record and are Combo Boxes label and any other images on selecting a combo box be sure to click a Tree Items Tab which you click selection in a combo box even if the Controls default value in the combo box is not the Labels Links one desired Radio Buttons and Images Combination Keystrokes are captured and Type combinations keystrokes Ctrl N Keystrokes recorded as new steps 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 Type the function keys F1 F9 F11 and recorded as new steps F12 a ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Using Undo and Redo T
8. d Recorder The InstallShield R Wizard will install ANCILE uPerform Rapid Recorder on your computer To continue click Next WARNING This program is protected by copyright law and international treaties v5 00 0 356 Ss Canel 5 After reading the License Agreement select the I Accept the terms in the license agreement radio button Optionally you may print the license agreement for reference ANCILE Solutions Inc 5 Using the ANCILE uPerform Rapid Recorder 6 Click Next JE ANCILE uPerform Rapid Recorder InstallShield Wizard e License Agreement Please read the following license agreement carefully ew uPerform Rapid Recorder ANCILE Solutions Component Software License Agreement 1 WARRANTY DISCLAIMER BINDING AGREEMENT AND ADDITIONAL TERMS AND AGREEMENTS 1 1 WARRANTY DISCLAIMER THE SOFTWARE AND OTHER INFORMATION IS DELIVERED TO YOU AS IS AND WITH ALL FAULTS ANCILE AND ITS SUPPLIERS DO NOT AND CANNOT WARRANT THE PERFORMANCE OR RESULTS YOU MAY OBTAIN BY USING THE SOFTWARE OR OTHER THIRD PARTY OFFERINGS AS DEFINED IN SECTION 8 1 EXCEPT TO THE EXTENT ANY WARRANTY CONDITION REPRESENTATION OR TERM CANNOT OR MAY NOT BE EXCLUDED OR LIMITED BY LAW APPLICABLE TO YOU IN YOUR JURISDICTION ANCILE AND ITS SUPPLIERS MAKE NO WARRANTIES CONDITIONS REPRESENTATIONS OR TERMS EXPRESS OR IMPLIED WHETHER BY STATUTE COMMON LAW CUSTOM USAGE OR I accept the terms in the license agreeme
9. erform Rapid Recorder The Task List includes the name of the task the language associated to the task and due date If a description for the task was included you can view the description by clicking to the right of the task name Tasks also can be viewed from the uPerform client and uPerform server if applicable Q Only document tasks will be available from the Task List in Rapid Recorder 8 ANCILE uPerform Rapid Recorder 2 8 x Task List D Name Language Due Date Create Recording for Excel Grouping Function Y English United States en_US 12 22 2012 Create 5 0 Feature List English United States en_US 1 23 2013 Create Recording of Solution Manager 7 1 Install Process Y English United States en_US 2 14 2013 Import Task 4 Export Task Set due date ra te Check In O Record Offline Bo ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Using the Task List Toolbar The task list toolbar options are displayed in the upper right of the ANCILE uPerform Rapid Recorder window ANCILE uPerform Rapid Recorder oe 8 Task List Name Language Due Date Create Recording for Excel Grouping Function Y English United States en_US 12 22 2012 Create 5 0 Feature List English United States en_US 1 23 2013 Create Recording of Solution Manager 7 1 Install Process English United States en_US 2 14 2013 Import Task Ex
10. he undo and redo options allow you to remove and restore data captured during recording Using Undo During Recording Click on the Recorder window to remove the last item recorded Q You can click f more than once to remove additional items that have been recorded The undo functionality caches up to nineteen steps Using Redo During Recording Click on the Recorder window to restore the last item that was removed with the undo function Q You can click more than once to restore additional items that were removed ANCILE Solutions Inc 15 Using the ANCILE uPerform Rapid Recorder Minimizing the Recorder Window You can minimize the Recorder window to the Microsoft Windows task tray Click on the Recorder window to minimize the window during recording ee ae fk ee sgl 620 zza S To restore the window display right click on the icon in the task tray and select Show Toolbar 16 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Using Audio with ANCILE uPerform Rapid Recorder The audio option allows you to capture audio while recording an application Testing Audio The first time you click on the Recorder window the Audio Testing window displays a Audio Testing s You need to record audio before you record a step Recording Device Microphone SoundMAX Integrated v Test microphone O O O OK Cancel 1 Select a recording device from the drop dow
11. ine the Task List rool Dai sninn Si lind katad Di ti aka 9 Recording with ANCILE uPerform Rapid Recorder 00 0000ennnnr eeen 12 Displaying the Recorder Preview Fade ssassieeaccteidectanaiecaieneusismadansiahiaciiastdanianalendadataaciwanteness 12 Caprino COnTOlS again nr aan 13 sme Und ING IRC OG sasssa aa nanna banana 15 Minimizing the Recorder WING asnar aaa 16 Using Audio with ANCILE uPerform Rapid Recorder 00e00neeeeee eeen 17 UV SiN INGLES aaa Da ae ees aaess 18 Palsme and Stoppine he RECORICR xena steno rn a a A gas 19 simi mace Mode marmara a alsmanna deal hal a al ded ds ldskanb in 20 am On HP NOO skan rana nan landa annann annan aan ra 21 EL saa sina Ananas E E nanna panna ananas 22 US aS ae horas cities ta aes titan ah een NN renin hen nn hoon eh hen eae ees 23 GLOSS ALY OF TEMS sec es tte se os ee a 25 WAGON I wistmendaseetnaatacteas casteatwaeteen donee eamedeusesieeasaeemeniaees 27 Using the ANCILE uPerform Rapid Recorder ANCILE uPerform Rapid Recorder is a stand alone streamlined recorder ANCILE uPerform Rapid Recorder allows users with no previous uPerform training or experience to record and check in content Rapid Recorder can be opened directly from the Start menu or from a task notification email Using the ANCILE uPerform Rapid Recorder Introduction to ANCILE uPerform Rapid Recorder ANCILE uPerform Rapid Recorder can be used to record your actions in Microsoft Windows
12. ler log v5 00 0 356 Bad Specifying ANCILE uPerform Rapid Recorder Settings Q The Settings window will display automatically the first time you launch Rapid Recorder 1 From the ANCILE uPerform Rapid Recorder toolbar click Settings Settings z Appearance Interface language English United States en_US v Server Server Configuration Server Location https test ancileuperform com Login Information Username rjenshak Password SSL Configuration W Trust invalid SSL certificates Test Connection v Proxy Settings OK Cancel 2 Select from the following options ea Description Trust invalid SSL certificates Check Trust invalid SSL certificates if applicable Proxy Settings Select to bypass default proxy settings or enter a username and password for authentication Test Connection Click Test Connection to test that your connection to the uPerform server is working 3 Click OK when finished editing the ANCILE uPerform Rapid Recorder settings ANCILE Solutions Ince Using the ANCILE uPerform Rapid Recorder Using the Task List ANCILE uPerform allows project administrators to create and assign tasks using the uPerform server Tasks provide a detailed description of what has been assigned to you for a given project The task list displays your assigned tasks Viewing Your Task List You can view and manage assigned tasks from ANCILE uP
13. n list 2 Click O and record audio 3 Click O once you have finished recording audio 4 Click Q to playback the file This button is disabled until there is an audio file available for playback 5 Click OK when finished Using Audio During Recording 1 Click on the Recorder window to start capturing audio Q Audio is captured only when the recorder is recording 2 Record audio and then capture the associated step Audio is associated to the next recorded step 3 When finished capturing audio click Turn off Audio recording or click Stop Stopping the recording will also turn off audio capture ANCILE Solutions Inc 17 Using the ANCILE uPerform Rapid Recorder Using Notes ANCILE uPerform Rapid Recorder allows you to insert notes into the recording to help explain an action or to provide details regarding the next recorded step Inserting Notes 1 Click onthe Recorder window to create a new note 2 Insert text into the note as needed FAR budget Compatibility Mode Microsoft E O O Home Insert Page Layout Formu Always create an a En EN ED 5 existing connection y a Ea 5 E is ol 5 From From From From Other Existing ilter 7 Text to Rem Access Web Text Sources Connetionso 2 Advanced Columns Duplic Get External Data comer JOA Filte A2 v fe A B C D E F G H J K 1 1 1 2013 2 3 4 5 6 T 2 N 8 fs ANCILE uPerform Rapid
14. not export a task that has been previously downloaded from the server 1 Select a task from the Task List 2 Click Export 3 Browse to specify a destination folder 4 Click OK The task is removed from the Task List Reopening a Task If you have started a task and then stopped the recorder without checking in or completing the task you can reopen the task at a later time 1 Select the task from the Task List 2 Click Record 3 Choose from the following options If You Want To Resume the task Click Resume The recorder will open in paused mode and previously recorded steps are displayed Restart the task Click Restart Click Yes to delete any previously recorded content The recorder will open in paused mode Checking In a Task After you have completed a task it can be checked into the uPerform server 1 Select a task from the Task List 2 Click Check In The task is checked into the uPerform server and removed from the Task List ANCILE Solutions Inc 11 Using the ANCILE uPerform Rapid Recorder Recording with ANCILE uPerform Rapid Recorder Starting the ANCILE uPerform Rapid Recorder 1 Select START gt PROGRAMS gt ANCILE UPERFORM gt ANCILE UPERFORM RAPID RECORDER Q Optionally you can open ANCILE uPerform Rapid Recorder from the task notification email 2 Select a task from the Task List 3 Click Record Displaying the Recorder Preview Pane During recording a real
15. nt aa C I do not accept the terms in the license agreement InstallShield v5 00 0 356 lt Back Review the default destination folder where Rapid Recorder will be installed Click Change to select a different folder 8 Click Next once you have selected a folder 9 Click Install when you are finished selecting all installation settings i ANCILE uPerform Rapid Recorder InstallShield Wizard r Destination Folder Click Next to install to this folder or click Change to install to a different ey uPerform folder Rapid Recorder Install ANCILE uPerform Rapid Recorder to C Program Files x86 ANCILE uPerform InstallShield v5 00 0 356 J ANCILE uPerform Rapid Recorder InstallShield Wizard ts Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard InstallShield v5 00 0 356 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder 10 Click Finish i ANCILE uPerform Rapid Recorder InstallShield Wizard 2 6 InstallShield Wizard Completed Rapid Recorder The InstallShield Wizard has successfully installed ANCILE uPerform Rapid Recorder Click Finish to exit the wizard F Launch ANCILE uPerform Rapid Recorder E Show the Windows Instal
16. port Task Set due date fsi te Check In Q Record Offline The following options are available via the toolbar Opens the Settings window For more information refer to Specifying ANCILE uPerform Rapid Recorder Settings on page 7 Displays version and copyright information for ANCILE uPerform Rapid Recorder Turns on Help mode to provide on screen help for ANCILE uPerform Rapid Recorder functionality ANCILE Solutions Inc 9 Using the ANCILE uPerform Rapid Recorder Opening Tasks from the Email Notification When a project administrator assigns a task you will receive an email notification that includes the task name language description due date and links to open the task or download Rapid Recorder 1 Open the email notification To Rebecca Jenshak Cc Subject New uPerform Document Create Content Task Assignment You have been assigned the following Create Content Task uPerform Document in English United States named Create Recording of Solution Manager 7 1 Install Process The description for this task is Create a recording of the installation process for Solution Manager 7 1 The due date for this task is 2 14 13 Click here to start this task https test ancileuperform com xapi uperform gettask object 1 11 75143 uPerform Client or Rapid Recorder is required to complete this Task If you do not have one of them installed the Rapid Recorder installation file can be downloaded from hitps
17. rner of the Recorder 22 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Uninstalling The ANCILE uPerform Rapid Recorder application can be uninstalled from your computer using standard Microsoft Windows Installer uninstall functionality Uninstalling ANCILE uPerform Rapid Recorder 1 2 Select START gt CONTROL PANEL gt PROGRAMS gt UNINSTALL A PROGRAM Select ANCILE uPerform Rapid Recorder from the Currently installed programs list Click Uninstall Click Yes at the prompt to confirm Close the Uninstall window Q Any required items that were downloaded such as ANCILE Capture Engine will need to be uninstalled separately ANCILE Solutions Inc 23 Glossary of Terms ANCILE uPerform The ANCILE uPerform application is a content development and delivery tool designed to enable authors and administrators to create manage and distribute documents simulations and eLearning courses Help Mode On screen help available in Rapid Recorder Image Mode Allows you to capture a specific area of the screen that does not have clearly defined edges or boundaries Notes A short statement called out in the recording to aid the end user by providing additional information on the topic Rapid Recorder A stand alone streamlined recorder that can be used to record your actions in Microsoft Windows web based and enterprise applications Task List A list of tasks assigned to you The task list is av
18. test ancileuperform com downloads ANCILE Rapid Recorder Setup exe This message may contain confidential or privileged information and is intended only for the individuals addressed in the body of the email Nothing in this message shall be construed as making or accepting an offer to form a contract unless this message is followed by a written signed confirmation If you have received this message in error please notify the sender and then delete the message and all copies Thank you 2 Click the link to start the task 3 Click Open Q If you have Rapid Recorder installed you will be automatically directed to the task in your Task List Importing a Task You can import a task from your local computer to ANCILE uPerform Rapid Recorder Importing a task may be necessary when saving a task from an email notification or when receiving a task file from another user 1 From the ANCILE uPerform Rapid Recorder Task List screen click Import Task 2 Navigate to the utask file on your local computer and click Open Changing the Task Due Date 1 Select a task from the Task List 2 Click Set Due Date 3 Select a new date for the task completion 10 ANCILE Solutions Inc Using the ANCILE uPerform Rapid Recorder Exporting a Task Tasks can be exported from the task list and saved to your computer Tasks may need to be exported to send to other users or for other reasons as needed Q While connected to the uPerform server you can
19. 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 uPerform automatically records Simply execute the menu path and the menu paths The recorder captures _ recorder will capture the first initial click menu text when you click on the as a step and then display the full menu text path as a single step Grids When entering data into a table the 1 Click in the grid cell field labels are typically located at gt Enter data the top of the column The recorder will capture both the row and the OR ETE k column label ANCILE Solutions Inc 13 Using the ANCILE uPerform Rapid Recorder Object Description Required Steps Screens New screens are captured A screen image is captured for every step automatically as you progress The following types of actions will through a task 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 1 When you take an action on a screen the re
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