TechSmith Morae 3 User Manual
Morae 3.0
Recorder Help File PDF
By TechSmith Corporation
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Welcome to Morae
Morae Recorder
Help PDF
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Morae is the premier software for deeply understanding customer experiences…and sharing those insights
clearly and powerfully. From usability testing to focus groups and beyond, Morae helps you transform designs
and marketing to make things people love.
Want to test your design? Morae makes it easy to pinpoint usability problems in software applications,
websites, prototypes, or mobile devices. Install Morae on a laptop to test at a conference or in the field!
The software captures every nuance of your testing session. See the look on a participant’s face, hear the
frustration in her voice, and discover hidden problems in your product or site. Search across recordings,
automatically calculate and graph standard metrics, and more.
Doing market research? Use Morae with up to two video cameras to record a focus group or in-depth
interview. Type notes and flag important moments as you go—all your observations are indexed to the digital
video on your hard drive, eliminating hours of tedious work.
When it’s time to present your findings, simply drag and drop video clips to produce a highlight reel. Export
charts, screenshots, and videos in standard formats…or send them directly to Microsoft Office with a click!
Work faster, more flexibly, and deliver stronger results with Morae.
Morae consists of three applications – Morae Recorder, Morae Observer and Morae Manager. These three
applications work together to record, observe, log, analyze and share a user’s experience.
See also:
• Morae Overview
• System Requirements
•
Welcome to Morae Observer
•
Get Started with Morae Observer
•
Customize Observer for Your Session
Log a Session
•
•
Tips and Reference Information
Morae Overview
Morae is the premier software for deeply understanding customer experiences…and sharing those insights
clearly and powerfully. From usability testing to focus groups and beyond, Morae helps you transform designs
and marketing to make things people love.
Morae reduces the amount of work needed, not only at setup, but also during the data logging, analysis,
reporting and presentation stages.
Based on TechSmith’s patented Rich Recording Technology (RRT), Morae is a complete solution that records
the computer screen and camera video and also automatically creates a synchronized index of events
occurring behind the scenes in applications and in the operating system. You can search screen and video
recordings for specific events that occurred — like when a user viewed a Web page, clicked a link, pressed a
certain key, opened a dialog box or viewed specific text. You can easily perform in-depth analysis, log tasks,
create reports and quickly create video presentations to share.
See also Quick Overview of Morae Applications.
Morae Recorder
Help PDF
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Quick Overview of Morae Applications
Morae Recorder
Help PDF
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Morae includes three applications: Morae Recorder, Morae Observer, and Morae Manager. These
components work together to provide an easy-to-use, total recording system based on TechSmith’s patented
Rich Recording Technology (RRT).
Record – Morae Recorder
Utilizing RRT, Morae Recorder creates a complete chronicle of the events that occur behind the scenes in
applications and the operating system, as well as the onscreen and keyboard activity of the user. These data
streams are recorded in sync with video of the user (through a web camera or other camera device) and
audio of the user (through a microphone). Because Recorder runs silently in the background, it never disturbs
the user. Recorder captures only the input streams you specify during configuration. Recorder saves the
recording in a file format you can open in Morae Manager for analysis.
Observe and Log – Morae Observer
Morae Observer provides support for one or multiple computers to connect over a network to a computer
running Recorder. This flexibility allows your entire usability team to observe the screen and camera video
and hear the audio of the user, streaming from the Recorder source computer. Anyone logged into an
Observer computer can add markers during recording complete with text notes. Tasks are logged by one
Observer designated as the task logger. Observer automatically saves and indexes the markers and tasks
with the accompanying video and audio streams. The camera video, screen video and audio streams can be
saved locally in a WMV file for immediate playback. Utilizing multiple Observers, usability teams can conduct
collaborative user experience testing.
Analyze, Graph, and Share – Morae Manager
Morae Recorder
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Within Morae Manager, you can start new projects and edit existing projects, configure Recorder settings,
open and analyze recordings, create graphs of your analysis and metrics and create a presentation video.
Rich Recording Technology automatically indexes the screen and video recordings collected by Recorder,
allowing you to easily search through recordings in Morae Manager.
You can isolate tasks, important points in the video, add text notes, annotate with audio and quickly create
video highlights to share. You can display the screen video with the video of the user as a picture-in-picture
image.
System Requirements
These are the same for all three Morae components on desktops and laptops.
Minimum
• Windows XP or Vista
• 2.0 GHz Pentium M, 3.0 GHz Pentium 4, or equivalent processor
• 1 GB RAM or more
• Dedicated video card with at least 64MB of dedicated video memory
• PCI Express graphics
• DirectX version 9.0 or later
• Windows-compatible sound card, microphone, and speakers
• Approximately 10-15 MB disk space per minute for recording and highlight video creation
• Networked computer with 10 Mbps (Required for Observer)
Recommended
• Windows XP or Vista
• 2.0 GHz Core 2 Duo or equivalent processor
• 2 GB RAM or more
• Dedicated video card with at least 128MB of dedicated video memory
• PCI Express x16 graphics
• DirectX version 9.0c or later
• Windows-compatible sound card, microphone, and speakers
• Approximately 10-15 MB disk space per minute for recording and highlight video creation
• Networked computer with 100 Mbps or higher (Required for Observer)
Getting Help with Morae
Morae Recorder
Help PDF
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Several resources are available to help when you run into questions or problems with Morae.
Morae Help Files
Each of the Morae components has its own Help File. Recorder, Observer, and Manager’s Help files contain
detailed information describing how to use Morae. Access the Help files through the Help menu or Help
buttons found in the user interface.
To open a help topic for the screen or area you are currently using,, press <F1> on your keyboard.
Morae Learning Center
For additional help, videos, and tutorials see the Morae Learning Center.
TechSmith Technical Support
We provide help with Morae installation-related issues at no cost. If you experience problems installing Morae,
search our Knowledge Base. If you don’t find your answer there, use the Contact Support tab in the
Knowledge Base to send your question to TechSmith Technical Support.
TechSmith Web Site
Additional support resources are available online at TechSmith’s Web site.
Balloon Tips and Tip Dialogs
Morae provides balloon tips (in Manager only) and tip dialogs (in Manager and Recorder). Both types of tips
contain helpful information and recommendations related to the task you are trying to complete.
Balloon tips appear only the first couple of times you complete a particular task and then they automatically
stop appearing. To reset the balloon tips, choose Help > Reset Balloon Tips.
Tip dialogs always appear unless you disable one or more of the dialogs manually. To disable all of the tip
dialogs:
• Recorder – Choose Record > Machine Settings > Preferences tab and remove the checkmark from
the Show all tips option.
• Manager – Choose File > Preferences and remove the checkmark from the Show all tips option.
You can disable an individual tip dialog by removing the checkmark from the Show tip again option in the
lower left-hand corner of the dialog box.
Welcome to Morae Recorder
Morae Recorder
Help PDF
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Install Morae Recorder on a computer to record a participant’s experience, including audio comments, screen
video, and/or camera video.
When recording the computer screen, Recorder also captures all system activity, including mouse clicks, web
page changes, and other application information. Recorder automatically synchronizes the video and the data,
creating a complete digital record of the user experience.
When recording from camera(s) only, you can log the session with Recorder. For more information on logging
on the computer running Recorder, see
See also:
• How to Use Morae Recorder
• Get to Know the Recorder Interface
•
Study Configurations
• Recording Details
• Study Details
• Video and Audio Sources
• Recorder Preferences
Log a Session.
Rich Recording Technology
Using Rich Recording Technology (RRT), Recorder creates a complete chronicle of the events that occur
behind the scenes in applications and the operating system, as well as the onscreen and keyboard activity of
the user. This data is recorded in sync with video and audio of the user.
After importing recordings into Morae Manager, you can search the recording files for the items captured with
RRT.
See also
How Rich Recording Technology (RRT) Works.
Get to Know the Recorder Interface
Morae Recorder
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Use the following figure to become familiar with the main parts of the Recorder interface. To get started
recording a session, see How to Use Morae Recorder.
Recorder Toolbar
Quickly access common Recorder functions. For more information, see Recorder
Toolbar.
Record Button
Click to start a recording. Recorder provides flexible options to start Recorder
depending on your equipment and participant set up. For more information, see
Recording Start Settings and Recording Stop Settings.
Recording Details
Preview the selected Recording Details. Click Modify Recording Details to define
how to record sessions. For more information, see
Define Recording Details.
Video and Audio Sources
Morae Recorder
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View and select the sources for the main video, Picture-in-Picture (PiP) video, and
audio. For more information, see
Video and Audio Sources.
Audio Monitor
View and adjust the audio level. For more information, see Adjust Audio Level.
Study Details
Study Details define the study including the study name, session instructions, tasks,
markers, and surveys. For more information, see
Define Study Details.
Preview Window
View the selected main and PiP video sources.
For more information on the different parts of the Recorder interface, see the following:
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Recording Details
• Study Details
• Video and Audio Sources
Welcome to Morae Recorder Dialog Box
Morae Recorder
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File > New Study Configuration
The Welcome to Morae Recorder dialog box allows you to create or open a configuration.
See also:
• Get to Know the Recorder Interface
• Recorder Toolbar
• Create a Test Recording
• Recording Details
• Study Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Recorder Toolbar
Morae Recorder
Help PDF
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RECORDER TOOLBAR
BUTTON DESCRIPTION
See also:
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Create a Test Recording
• Recording Details
• Study Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Creates a new study configuration file. For more information, see
Study Configurations.
Opens a previously saved study configuration file.
Saves the current study configuration in a file.
Creates a 15 second test recording, allowing you to preview the audio
and video to be captured.
For more information, see Create a Test Recording.
Opens the Batch Process Recordings dialog box. For more information
see
Batch Process Recording Files.
Opens the Morae help system.
Opens the Morae Learning Center web site in your default browser.
Create a Test Recording
Recorder’s Test Recording option recording includes all of the data streams for the Capture Options defined
in the study configuration. A message appears describing any problems with the current configuration so you
can correct them prior to beginning an actual recording session.
When the 15-second test recording is complete, the screen video, camera video , Picture in Picture (PIP),
and/or audio streams immediately play back. The test playback confirms if Recorder is accurately capturing
the video and audio. This test also silently checks the other configuration settings chosen.
A Test Recording does not confirm Recorder Start and Stop Option settings..
If you are satisfied with the test recording and have not received any error messages, you can proceed to
record with those settings.
To Run a Test Recording
Morae Recorder
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1. Click the Test Recording button in the Recorder toolbar.
2. A dialog box appears asking if you want to continue with the test recording. Click Yes.
3. The Recorder UI minimizes to a tray icon. The test recording begins immediately and proceeds for 15
seconds.
4. The Recording in progress message appears in the Camera Preview pane and the status bar
confirms a recording is being made.
5. During the test recording, create some sound and activity for Recorder to capture (i.e., speak into the
microphone and actively interact with the computer).
6. At the end of the 15 seconds, the test video plays back and includes the screen video, camera video
PIP and audio from the temporary test file.
When the playback is complete, the window closes automatically. The test recording is not saved for
later viewing.
See also:
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Recording Details
• Study Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Recording Details
Recording Details define how to record a session. These settings can vary for recordings within a study.
When you save a study configuration, Recording Details are saved in the study configuration but you can
change them for individual recordings, as needed. For example, if you need to run one session without
capturing screen text, you can change that setting in Recording Details.
See also:
Morae Recorder
Help PDF
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Define Recording Details
•
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Create a Test Recording
• Study Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Study Details
Study Details define the study information, including study name, tasks, markers, and surveys.
When you save a study configuration, Study Details are saved in the study configuration and must be the
same for all recordings in a study.
See also:
Define Study Details
•
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Create a Test Recording
• Recording Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Video and Audio Sources
Morae Recorder
Help PDF
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Video and Audio Sources show the selected video and audio sources. There is also an audio monitor and
video preview to help you set up your session.
Video and Audio Sources are affected by the hardware connected to the computer when Recorder is opened.
See also:
Video and Audio Sources
•
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Create a Test Recording
• Study Details
• Video and Audio Sources
• Recorder Preferences
• How to Use Morae Recorder
Recorder Preferences
Morae Recorder
Help PDF
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The Preferences dialog box in Recorder contains settings for Recorder preferences. These settings are
“global,” and apply to every recording. In Preferences dialog box, designate the following options.
Use the following figure to become familiar with the Recorder Preference options.
Default output folder
Defines where to store recording files. This is a global setting for Recorder, all recording files
are saved in this folder.
By default, the folder is C:\\...My Documents\Morae folder on the Recorder source computer
system.
Temporary output folder
Defines the folder that temporarily holds Recorder output during recording. The temporary files
are automatically deleted when the output file is written.
We recommend using a local drive for temporary file storage. Choosing a temporary
directory located on a network drive may cause performance problems.
Recorder hotkeys
Morae Recorder
Help PDF
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Defines the hotkey combination to start and stop Recorder and to deliver a survey to
participants from the keyboard
• Start/stop Recorder hotkey: Choose any combination of Ctrl, Alt, Shift and any of the
keys available in the dropdown menu to create a custom hotkey to start and stop Recorder.
The default hotkey combination is <Ctrl + Alt + Shift + F9>.
• Display survey hotkey: Choose any combination of Ctrl, Alt, Shift and any of the keys
available in the dropdown menu to create a custom hotkey to deliver a survey to
participants.
The default hotkey combination is <Ctrl + Alt + Shift + F8>.
The F12 key cannot be selected alone as a hotkey.
Observer Communication Port
Allows you to change your communication port if the default (5555) is not available in your
network.
The port defined for Observers must match the port defined here. If not, they will not be
able to connect.
Recorder Display Options
Morae provides several display options for Recorder during a session.
• Minimize to System Tray appears as a tray icon when a recording begins. Right-click on
the tray icon to access a menu of Recorder control options (Start, Stop, Show Recorder and
Exit Recorder). To make Recorder visible again, double-click on the tray icon
• Minimize to Taskbar Recorder appears on the Windows taskbar while recording.
• Hide completely: Recorder is completely hidden. To show Recorder again, use the hotkey
combination <Ctrl + Alt + Scroll Lock>.
.
Show all tips
Enables the general program tip dialogs that appear throughout Recorder.
Restore Default
Restores the Default and Temporary output folders and Performance options to their default
settings.
See also:
• Get to Know the Recorder Interface
• Welcome to Morae Recorder Dialog Box
• Recorder Toolbar
• Create a Test Recording
• Recording Details
• Study Details
• Video and Audio Sources
• How to Use Morae Recorder
How to Use Morae Recorder
Morae Recorder
Help PDF
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Use Morae Recorder to set up study configurations and record sessions.
The general process of using Recorder is:
1. Create or open a study configuration.
A study configuration defines a group of related recordings. Recordings in a study share the same
Study Details including tasks, markers, and surveys.
2. Verify
3.
4. Record session.
5. If you are recording from camera(s) only, you can
6.
7.
See also:
• Study Configurations
•
Define Study Details
•
Define Recording Details
Video and Audio Sources
•
•
Log a Session
Recording Details.
Start recording.
log the session on the computer running Recorder.
Stop recording.
Process and save recordings.
Study Configurations
Morae Recorder
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The ideas of the study and the study configuration are important to understand when working with Morae.
For information on working with study configurations, see Template Study Configurations, Create a Study
Configuration, and Modify a Study Configuration.
What Is a Study?
A study involves recording, observing, and logging multiple user research sessions, analyzing the results, and
sharing the results with stakeholders.
In Morae, recordings in a study share a common study configuration file (.mrcfg), which includes the Study
Details: tasks, markers, and surveys.
Because the recordings in a study use the same configuration, you can compare and analyze the recordings
in Manager. For example, when all the sessions use the same tasks, you can compare the time it took to
complete a task across multiple participants. You can search for tasks, markers, events, and more across all
recordings in a study.
To make sure that all recordings have the same Study Details, define and save a study configuration prior to
recording any sessions.
If you need to combine recordings with different configurations into a single study, you can merge the
recordings in Manager. You can also choose to have more than one study in a single Manager project
file. See the Morae Manager Help for more information.
What is a Study Configuration?
A study configuration file (.mrcfg) defines study-specific information including Study Details and Recording
Details.
Only recordings with the same study configuration can be searched and graphed together in Morae
Manager.
Study Details must be the same for all recordings in a study and include:
• Study name, description, and instructions
• Tasks definitions and instructions
• Marker definitions and instructions
• Survey definitions and associations
Recording Details do not have to be the same for all recordings in a study and include:
• File saving and processing options
• Video sources
• What data to capture
• Who logs tasks
• How to start and end recordings
Template Study Configurations
Morae Recorder
Help PDF
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Recorder includes template study configurations to help you define Study Details and Recording Details for
different kinds of studies. Templates contain sample tasks, markers, and surveys, along with Recording
Details pre-configured for different types of user research.
TEMPLATE
STUDY
CONFIGURATION DESCRIPTION
Default study
configuration
Focus Groups Record focus groups or in depth interviews. Use up to two cameras and log notes
Hardware or Mobile
Device
Paper Prototype Record low fidelity prototypes that can’t be displayed on a computer. Point the
Software or Web
Usability Test
Unmoderated
Usability Test
See also:
• Create a Study Configuration
• Modify a Study Configuration
Contains only basic task and marker settings. Records the screen and a PiP
video of the participant.
on the computer running Morae Recorder.
Test hardware device (cell phone, handheld, etc.) Point the primary camera at the
hardware device, and the PiP camera at the participant.
primary camera at the paper prototype, and the PiP camera at the participant.
Use for a moderated usability test of a Web site or software. Records the screen
and a PiP video of the participant.
Use to conduct unmoderated tests. The participant interacts with onscreen study
and task instructions, and tasks are automatically logged using AutoPilot.
Create a Study Configuration
1. Open Recorder. The Welcome to Morae Recorder dialog box opens.
2. Select Create a new study configuration based on.
3. Select a template study configuration from the dropdown list.
4. Click OK. The template study configuration opens in Recorder.
5. Click Modify Study Details to open the Study Details dialog box.
6. In the Study Details dialog box, define the study details and click OK.
Morae Recorder
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7. Click Modify Recording Details to open the Recording Details dialog box.
8. In the Recording Details dialog box,
9. Choose File > Save Study Configuration to save the study configuration.
See also:
• Template Study Configurations
• Modify a Study Configuration
define the recording details and click OK.
Modify a Study Configuration
1. Open Recorder. The Welcome to Morae Recorder dialog box opens.
2. Select Open a saved study configuration.
3. Select a recently used file from the dropdown list or click Browse to locate a file on your computer.
4. Click OK. The study configuration opens in Recorder.
5. Click Modify Study Details to open the Study Details dialog box.
6. In the Study Details dialog box, define the study details and click OK.
If you modify study details, new recordings will not automatically match recordings previously
made using this study configuration. You can merge these recordings later into a single study in
Manager. For more information, see the Morae Manager Help.
7. Click Modify Recording Details to open the Recording Details dialog box.
8. In the Recording Details dialog box, define the recording details and click OK.
9. Choose File > Save Study Configuration to save the study configuration.
See also:
• Template Study Configurations
• Create a Study Configuration
Define Recording Details
Morae Recorder
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Recorder > Modify Recording Details button
Recording Details define how to record a session with Morae. In the Recording Details dialog box, define the
following:
• File Details
• Capture Options
• AutoPilot Settings
• Task Logger Settings
• Recording Start Settings
• Recorder Stop Settings
• Observer Settings
Recording Details apply to a specific test environment or participant set up. Recording Details do not
have to be the same for all recordings in a study.
File Details
Morae Recorder
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Recorder > Modify Recording Details button > File Details
The fields in the Recording File Details settings of the Recording Details dialog box define the recording
name, folder, and description, along with the file processing options.
See also:
• Capture Options
• AutoPilot Settings
• Task Logger Settings
• Recording Start Settings
• Recorder Stop Settings
• Observer Settings
Recording Name, Recording Folder, and Description
Each recording (.rdg) needs a unique name. Define the file name, location and description for a recording in
one of the following ways:
•
Before you record in the File Details settings.
•
After you create a recording, if you use the Prompt for details when recording stops option.
You cannot save a recording without a name. You can lose the data from a recording if the test
participant, or anyone else, closes the dialog prompting for these details after the recording
stops.
For information on the processing options, see Processing.
Define File Details before Recording
If you choose to define the File Details before you record, put information in these fields to name the
recording file, define the folder to save the recording, and describe details about the recording (optional.)
Define File Details after Recording
Morae Recorder
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the recording is finished, the Recording File Details dialog box appears.
Put information in these fields to name the recording file, define the folder to save the recording, and describe
details about the recording (optional.) You can also choose processing options in this dialog box.
Processing
Choose one of these options for processing recordings:
• Prompt for File Details When Recording Stops
• Password Protect Recording Files
• Defer Processing of Recordings (You can start the next recording immediately.)
See also: Recording Name, Recording Folder, and Description.
Prompt for File Details When Recording Stops
Morae Recorder
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You cannot save a recording without a name. You can lose the data from a recording if the test
participant, or anyone else, closes the dialog prompting for these details after the recording stops.
Enable the Prompt for file details when recording stops checkbox if you do not want to define the file name,
folder, and description prior to recording. At the end of recording, Recorder prompts you to Define File
Details after Recording.
See also:
• Password Protect Recording Files
• Defer Processing of Recordings
Password Protect Recording Files
Enable the Password protect recording file checkbox to “lock” the recording files if your recordings include
sensitive material.
You can define the password before the recording starts or after it ends.
Remember your password. After you assign a password, you cannot open the recording in Manager
without the password. TechSmith cannot retrieve your password or open the recording file, if you forget
your password.
Password Protect a Recording File before Recording
If you know that you want to password protect a recording before the session occurs, you can set a password
before you start recording.
1. Enable the Password protect recording file checkbox and click OK.
2. When the recording starts, Recorder prompts you to select and verify a password,
Password Protect a Recording File after Recording
If you are not sure if you need to password protect a recording before the session occurs, you can set
Recorder to prompt you at the end of a recording.
1. Enable the Prompt for details when recording stops checkbox and click OK.
2. When the recording stops and the Recording File Details dialog box opens, enable the Password
protect recording file checkbox.
3. The Enter Recording File Password dialog box opens and prompts you to enter and confirm a
password.
Passwords are case sensitive and can include letters, numbers and symbols in any combination. There
is no maximum length for passwords.
See also:
• Prompt for File Details When Recording Stops
• Defer Processing of Recordings
Defer Processing of Recordings
Morae Recorder
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If you defer the final processing, your date is not at an increased risk of being lost or damaged if a crash
occurs. Recorded data is written to disk immediately during recording whether you choose to defer final
processing or not. Final processing involves compressing the files into an archive.
By default, Recorder writes out and verifies each recording (.rdg) file immediately after a recording is
completed. Depending on the length and content of the recording, this processing can take some time.
Enable the Defer processing of recordings checkbox to defer recording processing, which allows you to start
another recording immediately and save recordings in the Batch Processing Queue to later process several
recordings at one time.
Use the Defer processing of recordings option with the Automatically restart Recorder option to
automatically run repeated recordings or conduct several recordings without waiting for file processing in
between.
See also:
• Prompt for File Details When Recording Stops
• Password Protect Recording Files
Batch Process Recording Files
When you complete a series of recordings and are ready to process them:
1. Click Process Deferred Recordings or File > Process Deferred Recordings. The Batch Process
Recordings dialog appears.
2. Select the recording files to process in Recording queue.
The recording files that you do not select remain in the list.
3. Click OK to process the selected recordings.
When processing is complete, the Batch Processing Results dialog appears. This dialog gives summary
information about each recording file, including whether it was successfully processed and where it is saved.
Capture Options
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Recorder > Modify Recording Details button > Capture Options
In Capture Options, define the main video source, Picture-in-Picture option, mouse video effects, and
the data to capture during recording.
The fields in the Capture Options of the Recording Details dialog box define the data you want Recorder to
include in the recording. Use this data later in Manager for analysis and graphs.
See also:
• File Details
• AutoPilot Settings
• Task Logger Settings
• Recording Start Settings
• Recorder Stop Settings
• Observer Settings
Main Video Source and Picture-in-Picture
Define if you are recording the computer screen or camera video as the main video source for your recording
and if you want to include a Picture-in-Picture (PiP) video.
These options are also available on the main interface in
video source or PiP options in the Recording Details dialog box, options selected in Video and Audio Sources
update automatically.
See also:
• Mouse Video Effects
• Data
Video and Audio Sources. If you change the main
Mouse Video Effects
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Define which, if any, mouse video effects to include in the recordings. Mouse video effects help clarify mouse
when you analyze recordings in Manager.
The mouse video effects do not appear on the participant’s screen or in the Observer during recording.
The effects appear when you import the recording in Manager.
See also:
• Main Video Source and Picture-in-Picture
• Data
Data
Define which kinds of data you record. Choose to capture or exclude:
• Mouse clicks
• Keystrokes
• Screen text
By default, Recorder captures all of this data. If you are dealing with sensitive or proprietary information, you
may need to exclude some data from capture. For example, if the test deals with user names and passwords,
you can choose to exclude keystrokes. By excluding keystrokes, the recording will not capture the password.
See also:
• Main Video Source and Picture-in-Picture
• Mouse Video Effects
AutoPilot Settings
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Recorder > Modify Recording Details button > AutoPilot
The checkboxes in the AutoPilot Settings of the Recording Details dialog box define if and how you want to
use AutoPilot.
See also:
AutoPilot
•
• File Details
• Capture Options
• Task Logger Settings
• Recording Start Settings
• Recorder Stop Settings
• Observer Settings
Enable AutoPilot
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Enable this checkbox to turn on AutoPilot.
When you choose to use AutoPilot, the Task Logger, Recording Start, and Recording Stop change to
AutoPilot to provide the recommended configuration.
At End of Recording
Enable the Start a new AutoPilot recording automatically checkbox to set up AutoPilot for a new recording
as soon as one recording ends.
Timeout Options
If you use AutoPilot to run an unmoderated test, someone may not finish a session. Enable the checkbox and
enter the amount of time you want AutoPilot to wait until ending the session.
Task Logger Settings
Recorder > Modify Recording Details button > Task Logger
The task logger is the one observer can log tasks for each recording. Only the task logger can mark the start
and end of tasks.
See also:
• Who Should Be The Task Logger?
• Designate the Task Logger
• File Details
• Capture Options
• AutoPilot Settings
• Recording Start Settings
• Recorder Stop Settings
• Observer Settings
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