This article is not applicable to Cloud versions.
Before you begin recording the target application, prepare your computer and the data you will need to complete a task. In addition, you should perform several test recordings using your target application. You may find it helpful to prepare a quick reference that outlines for authors the standards you are using for recording and provides any helpful tips to use during the recording and editing processes.
If you are planning to use the guided Re-Record functionality, refer to Managing Content Languages before you begin the recording process.
Preparing Your Computer
To create a consistent recording environment, the following are several suggestions for ensuring standardization among all authors:
- Ensure all authors are using the same windows and buttons scheme or theme.
- Ensure all authors are using the same Microsoft Windows color scheme.
- Ensure all authors are using the same Microsoft Windows color palette settings (for example, Highest [32 bit]).
- Standardize the Desktop area setting for all authors to maintain consistency for screen captures.
- Ensure all authors are using the same Microsoft Windows font size (for example, "Normal").
- If you are recording the HP GUI, ensure all authors are using the same version of the GUI and have specified consistent font and color settings in the GUI.
- If you are recording the SAP GUI, ensure all authors are using the same version of the GUI and have specified consistent font and color settings in the GUI.
- If you are recording the Oracle application, ensure all authors are using the same Oracle color settings. Maximize the Oracle window before recording.
- If you are recording Adobe forms in Adobe Reader, ensure all authors turn off the Adobe Reader "protected mode" setting.
Preparing Your Data
Before recording a task, you should identify data that will allow you to navigate through the task and will also serve as example data in the procedure. This will ensure you can proceed through the task easily and without errors.
You may find it helpful to sketch a screen flow to capture usable data and provide you with a map to use while recording the task. A rough sketch can be helpful while recording and can serve as a reference later during editing to verify the recorded data.