DeviceAnywhere Enterprise Monitoring. Best Practice Workflow. Release 6.0

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1 DeviceAnywhere Enterprise Monitoring Best Practice Workflow Release 6.0

2 DAE Monitoring Workflow DeviceAnywhere Enterprise Monitoring 6.0 June 2013 Copyright Notice Copyright Keynote Systems, Inc. All rights reserved THE INFORMATION CONTAINED IN THIS DOCUMENT IS PROVIDED AS IS WITHOUT ANY EXPRESS REPRESENTATIONS OF WARRANTIES. IN ADDITION, KEYNOTE DISCLAIMS ALL IMPLIED REPRESENTATIONS AND WARRANTIES, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT OF THIRD PARTY INTELLECTURAL PROPERTY RIGHTS. All text and figures included in this publication are the exclusive property of Keynote and may not be copied, reproduced, or used in any way without the express permission in writing of Keynote. Information in this document is subject to change without notice and does not represent a commitment on the part of Keynote. Keynote may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents except as expressly provided in any written license agreement from Keynote. The trademarks or registered trademarks of Keynote Systems, Inc. in the United States and other countries include Keynote, DataPulse, CustomerScope, Keynote Customer Experience Rankings, Perspective, Keynote Red Alert, Keynote WebEffective, The Internet Performance Authority, MyKeynote, SIGOS, SITE, keynote The Mobile & Internet Performance Authority, Keynote FlexUse, Keynote DeviceAnywhere, DeviceAnywhere, Keynote DemoAnywhere, Keynote MonitorAnywhere. All related trademarks, trade names, logos, characters, design and trade dress are trademarks or registered trademarks of Keynote Systems, Inc. in the United States and other countries and may not be used without written permission. All other trademarks are the property of their respective owners. Please forward any comments or suggestions regarding this document to Keynote Support. Keynote Systems, Inc. 777 Mariners Island Blvd. San Mateo, CA ii Keynote Confidential

3 Workflow DAE Monitoring Contents About This Document... 5 Document Outline... 5 Typographical Conventions... 5 Contacting Support... 6 Additional Documentation Prerequisites and Product Overview Prerequisites System Requirements for DeviceAnywhere Studio Features Benefits Product Components DeviceAnywhere Studio Modules DeviceAnywhere Enterprise Monitoring Portal Java API Concepts and Basic Workflow DAE Monitoring Concepts Scripting and Scheduling Concepts Execution and Reporting Concepts Best Practice Scripting Workflow Scripting Workflow: Round One Step: Identify Key Interactions to Track Step: Conceptualize the End-to-End Monitor Scenario Step: Identify Monitor Building Blocks Step: Create a Project Step: Begin Scripting Create Actions Creating an Action and Implementation What an Action Should Contain Step: Reference Points Description General Guidelines on Using Reference Points Reference Points in Transactions Step: Proofs to Be Collected Capturing Proofs Viewing Proofs Step: Test Case Creating a Test Case Step: Transactions Keynote Confidential iii

4 DAE Monitoring Workflow Reasons for Using Transactions What Transactions Consist Of Creating Transactions Guidelines for Transactions Step: Error Definitions in Project Properties Description Guidelines for Error Definitions Step: Variables Step: Validate and Debug Scripts Validation Debug Runs Step: Monitor Schedule Creating a Monitor Schedule Monitor Guidelines Step: Monitor Policy Creating a Monitor Policy Monitor Policy Guidelines Step: Deploy Monitor Step: View Dashboard Scripting Workflow: Round Two Step: Review Initial Results in Portal Detailed Results for Failed Runs and Proofs Monitor Details Performance Charts Step: Rework Scripts Step: Adjust Error Types Step: Adjust Transaction Settings Step: Alerts Creating an Alert Guidelines for Alerts Step: Build Out Monitor Policies Step: Transaction Policies Creating Transaction Policies Transaction Policy Guidelines Step: Deploy Monitor in Production Mode Step: Track Results iv Keynote Confidential

5 Workflow DAE Monitoring About This Document This document describes key concepts and the best practice workflow for creating and scheduling scripts to monitor functionality and applications on real mobile devices using Keynote s DeviceAnywhere Enterprise Monitoring (DAE Monitoring). DAE Monitoring is an enterprise-class service for monitoring mobile network and application availability and performance on smart devices. With DAE Monitoring, production support teams can easily write/record monitor scripts and schedule them at any frequency on real, live devices. You can define custom thresholds for acceptable performance and the responses that are triggered when policies are violated. Policy violation responses include customizable, instant or SNMP alerts (with up to three escalation paths) and adjusted monitor frequency. The Web-based DAE Monitoring Portal is the central repository for run-time data and results of monitor executions. The Portal provides a real-time dashboard view of currently running monitors and live device screens as scripts are executed on them. Users can also view historical monitor data such as a list of all monitor executions, success rates for individual monitors, error reports, trend charts, and detailed results with screenshots for individual script runs. Document Outline In this document: Prerequisites and Product Overview describes DAE Monitoring prerequisites and features. It also introduces DeviceAnywhere Studio client software and the DAE Monitoring Portal. Concepts and Basic Workflow introduces key concepts and script building blocks and describes how they relate to each other in an overview of the DAE Monitoring workflow. Scripting Workflow: Round One describes in detail the steps and associated best practices in the first pass of the DAE Monitoring workflow. Scripting Workflow: Round Two describes in detail the steps and associated best practices in the second pass of the DAE Monitoring Workflow. Typographical Conventions The table below describes the typographical conventions used in Keynote DeviceAnywhere documentation. Style Element Examples Blue Links and addresses The Document Outline section describes the structure of this manual. Bold User interface elements such as menu items Click My Devices in DeviceAnywhere Studio. Monospace Commands, code output, filenames, directories Right-click the project s test cases directory. Monospace bold User input In a command window, type adb devices. Italic Document titles and emphasis Refer to the DeviceAnywhere Enterprise Automation User Guide to learn how to script. Keynote Confidential 5

6 DAE Monitoring Workflow Contacting Support If you have any comments or suggestions regarding this document, contact Keynote Support. For inquiries about DeviceAnywhere product demonstrations and consulting services, contact your Keynote Solutions Consultant. Customers can find additional support information at or KEY-SYST ( ). Additional Documentation You can find additional information at This includes the following documents: DAE Monitoring Release Notes DAE Monitoring Portal Guide You can also find these documents on interacting with devices and working in the visual scripting environment in DeviceAnywhere Studio: DAE Automation User Guide refer to chapters on Projects, Working with Commands, Actions, States, Test Cases, and the Command Reference. NOTE This manual deals primarily with using DeviceAnywhere Enterprise Automation for predeployment testing of mobile applications, services, and devices. DAE Guide to Image Matching DAE Guide to Text Matching DAE Interactive User Guide learn about device interaction and process improvement and collaboration tools available in DeviceAnywhere Studio. Tips for Interacting with Devices DAE Private System Installation Guide relevant for standalone DAE Monitoring systems. You can also access documentation from the Help menu in DeviceAnywhere Studio. 6 Keynote Confidential

7 Workflow DAE Monitoring 1 Prerequisites and Product Overview Keynote DeviceAnywhere Enterprise Monitoring enables you to automate the monitoring your mobile applications, service, and content on real, live mobile devices. DAE Monitoring is accessed as a module from the DeviceAnywhere Studio client software. This chapter describes prerequisites for using DAE Monitoring, product features, and benefits and includes a brief tour of product components. 1.1 Prerequisites This document assumes that you are familiar with interacting with devices in the DeviceAnywhere Studio client application. It also assumes that you are familiar with working with scripting commands in DeviceAnywhere Studio s visual scripting environment. Please refer to the DAE Automation User Guide for detailed instructions on working in the visual scripting environment. To use DAE Monitoring, you require the following: Mobile devices (smart devices or feature phones) connected to DeviceAnywhere Enterprise infrastructure DeviceAnywhere Studio client software, pointing to a fully operational and networked DeviceAnywhere Enterprise environment (including Ensemble Server, Access Server, SQL Server, LiveMonitor Server, and other components) see System Requirements for DeviceAnywhere Studio below. User credentials in your customer account enabling you to log in to DeviceAnywhere Studio and the DAE Monitoring Portal if you require credentials, please contact your system administrator. A license for DAE Monitoring NOTES Components of the DeviceAnywhere test environment require a network connection to communicate with each other. DeviceAnywhere Studio must be able to communicate with other infrastructure components, whether hosted or standalone behind your corporate firewall. Installation requirements for the complete DeviceAnywhere test environment are detailed in the DeviceAnywhere Private System Installation Guide System Requirements for DeviceAnywhere Studio Minimum system requirements are as follows: 2 GHz dual core processor (Pentium 4 or higher) 2 GB RAM At least 10 GB available hard disk space Monitor with at least 1600x900 screen resolution Optional: Audio card for sound input/output Supported operating systems: Windows XP SP2, Windows Server 2003, Windows 7, Windows Server 2008, Mac OS Keynote Confidential 7

8 DAE Monitoring Workflow NOTE Both 32- and 64-bit processing are supported on Windows. JDK v1.5+ must be installed for Mac OS. 1.2 Features With DAE Monitoring, you can: Automate the monitoring of any functionality or application across all platforms and device models. Work with real smart devices or feature phones for real-time interaction and display of device and application behavior on live networks. Access devices from any location. Measure performance of overall monitor scripts as well as of key transactions within the script. Define custom thresholds for acceptable performance for monitors and transactions failure responses include sending out alerts and adjusting monitor frequency. Avail of a visual scripting interface with drag and drop commands or program in Java in DeviceAnywhere Studio or an IDE of your choice. Run monitors 24x7 at any frequency for continuous monitoring of performance and availability. Schedule monitors to run only on specific days of the week or hours of the day. Execute tests ad hoc from DeviceAnywhere Studio for immediate validation. Receive customized alerts (with up to three levels of escalation) of performance violations and incident resolution. Set up maintenance windows during which monitors are executed but there are no escalations and alerts are therefore suppressed. View real time monitor status and live device screens during execution on Web-based dashboard. View a list of all monitor executions, success rates, error reports, post-run trend charts, and detailed results for individual script runs complete with device screenshots in Web Portal. Define reference points for script verification based on pixel-to-pixel image matching, text recognition, or web elements. Use parameters and variables to implement complex script logic (data variations, loops, branches). Define multiple-device tests (e.g., messaging, chat). 1.3 Benefits DAE Monitoring combines the convenience of 24x7 automated monitoring with the accuracy of real, live devices (as opposed to emulators and simulators) and enables you to: Measure from the point of view of a real user, using real devices on live networks. Generate accurate, repeatable, and reportable results from automated monitor scripts. Make devices available for in-network testing to local as well as remote employees. Accurately define expected results (in terms of device screen images, text, or audio from devices) when building test scripts. 8 Keynote Confidential

9 Workflow DAE Monitoring Define scripts in terms of modular components that can be reused across devices and platforms. Generate meaningful comparative data by reusing transaction settings to measure the same interactions across different monitors, e.g., opening a Web page on different browsers or on different devices. Reuse alerts across different monitor or transaction polices, e.g., use the same alert for a level 2 violation of different transaction policies. View and manage your monitoring results in a central location, accessible over a network connection. Use test results and charting tools in the portal to determine crucial data such as times of day when a service is not available, how long it takes for content to be downloaded, and whether content appears exactly as it should. Use portal data to aid immediate incident tracking as well as mid- to long-term trend analysis. 1.4 Product Components This section describes the components of DAE Monitoring DeviceAnywhere Studio Modules The DeviceAnywhere Studio client application is the primary interface for interacting with devices and scripting and scheduling monitors. DAE Monitoring includes the Monitoring and Test Center modules, or views, which you can access from the application sidebar. Figure 1-1 DeviceAnywhere Studio Sidebar Module List and Icons Module icons displayed when the sidebar is minimized NOTE You also have access to Links Keynote support. for the DAE Monitoring Portal and for reporting an issue to Keynote Confidential 9

10 DAE Monitoring Workflow Monitoring You can define automated monitor scripting (actions, states, test cases) and scheduling assets (transactions, monitors, QoS polices, alerts) in this view. You can schedule monitors or run and debug them ad hoc, and access the DAE Monitoring Portal from here. Scripting Figure 1-2 below shows the Scripting tab of the Monitoring view with loaded projects and their scripting assets and devices. Figure 1-3 shows the visual scripting environment for an open script. Figure 1-2 Monitoring View with Open Tabs Sidebar Menu bar Workspace with tabs for assets (actions, states, test cases) Project list Project device list 10 Keynote Confidential

11 Workflow DAE Monitoring Figure 1-3 DAE Monitoring Visual Scripting Environment Active tab Live device Command toolbar Script canvas Selected command Scheduling The Scheduling tab in the Monitoring view enables you to set up transaction timers and policies, monitors and their schedules, monitor policies, and alerts triggered when policies are violated. Figure 1-4 below shows the interface for scheduling a monitor selecting a test case, device, and execution schedule. Keynote Confidential 11

12 DAE Monitoring Workflow Figure 1-4 Scheduling Tab Test Center This view allows you to view all your devices and interact with them manually. You can acquire devices, press keys/touchscreens, upload applications, and avail of other collaborations features. NOTE You can also perform these actions in the Monitoring view. Figure 1-5 Test Center View Package/project drop-down list Devices in package/project Device console Device log Live device 12 Keynote Confidential

13 Workflow DAE Monitoring DeviceAnywhere Enterprise Monitoring Portal The DAE Monitoring Portal provides a real-time dashboard view of currently running monitors and live device screens as scripts are executed on them. Users can also view historical monitor data such as a list of all monitor executions, success rates for individual monitors, error reports, trend charts, and detailed results for failed script runs containing device screenshots. All standard reports can be customized for display using filters and date ranges. Users can save report data or report criteria and schedule and generate reports from them at any time. You can also download aggregate or raw data used to generate a chart. Figure 1-6 Portal Landing Page Figure 1-7 Chart Transaction Performance (Run Times) on Different Devices Keynote Confidential 13

14 DAE Monitoring Workflow Figure 1-8 Dashboard Figure 1-9 Monitor Success Rate Overview Figure 1-10 Detailed Run Results (Failed Run) Java API Users can optionally use the Java API to create Java monitor scripts in DeviceAnywhere Studio or an IDE of your choice. The API also facilitates integrations with industry-standard automation and management tools from HP and IBM. 14 Keynote Confidential

15 Workflow DAE Monitoring 2 Concepts and Basic Workflow The best practice workflow in DeviceAnywhere Enterprise Monitoring is best understood with reference to the hierarchy of script building blocks and their relationship to the basic units of monitoring: monitors and transactions. The goal of scripting is to set up the key interactions that you wish to track as transactions, e.g., the time taken to process a credit card payment, launch an application, or load a web page. The end-to-end scenario required for this interaction (and possibly others) should be set up as a monitor. A monitor also includes any other required steps, such as navigating to your application from the device home screen or clearing the browser cache. In terms of script building blocks, a monitor script is a test case consisting of calls to one or more actions, which are implemented for each device on which you wish to execute your monitor. Entire actions or portions of actions can map to the transactions you wish to track. Additionally, you might want to use states or script-specific commands to insert reference points at various points to ensure that your script is progressing as it should, e.g., you might reference the device home screen or browser landing page to define expected results for a particular step. The best practice approach to scripting leverages DeviceAnywhere Enterprise Monitoring s powerful tools for organizing and creating reusable test assets to create device-independent test cases consisting of calls to actions and states with device-specific implementations. You can reuse transaction settings across different monitors to generate meaningful comparative data, e.g., checking the time taken to load a web page on different devices. The DAE Monitoring workflow for setting up a monitor is completed ideally in two passes. In the first pass, you set up your actions, test case, transactions, and monitor and execute your monitor in development mode. Use the second pass for refining error reporting, transaction run times, and failure thresholds for the monitor and its transactions before final deployment. This chapter lays the foundation for sound scripting practices by defining monitoring concepts and building blocks and then describing how they fit into the scripting workflow. NOTE This chapter provides an overview of the scripting workflow. Details of each step in each pass of the workflow are covered in the chapters that follow. 2.1 DAE Monitoring Concepts This section briefly describes important scripting, scheduling and reporting concepts that are foundational to using DAE Monitoring and interpreting data in the DAE Monitoring Portal Scripting and Scheduling Concepts DAE Monitoring uses the same visual scripting interface as DeviceAnywhere Enterprise Automation (Keynote s product for functional and regression testing of mobile products on real devices). Users create actions, test cases, transactions, monitors, QoS policies, and alerts in organizational containers called projects in DeviceAnywhere Studio. Scripting and scheduling tools enable users to measure the overall performance of a monitor script as well as key portions of a script, called transactions. Keynote Confidential 15

16 DAE Monitoring Workflow Project A project is an organizational container for test assets and devices, generally specific to an application or functionality you wish to test. Projects consist of: Associated devices Scripting assets: actions, states, and test cases Scheduling assets: transactions, monitors, monitor policies, transaction policies, and alerts Project metadata: permissions, error definitions, project variables, alert suppression window, and project dependency information When you create a project, folders are automatically created in the project directory for different assets in both the Scripting and Scheduling tabs of the Monitoring view. Actions, test cases, and states are the main building blocks of your automated monitoring scripts and are created in the Scripting tab. Transaction and monitor settings, policies, and alerts triggered when policies are violated are created in the Scheduling tab. Scheduling assets enable you to monitor your mobile application effectively and generate meaningful reporting data. You can further organize assets by creating sub-folders, as for separating test cases that deal with a distinct functional area of an application. A project defines reusability of assets, e.g., you can reuse an action in multiple test cases contained within a project. Action Actions are the basic unit of scripting and the building blocks of test cases. Actions accomplish specific tasks that might result in a change to the device state. You can think of actions as the discrete procedures that make up the larger process that is a test case each broad step in a test case corresponds to an action consisting of a series of device interactions and verifications. While the size of actions is not limited, they are best thought of as mini-scripts that can be reliably reused across test cases. Actions are device-independent, that is, they are defined for all project devices and consist of devicespecific implementations to account for differences in interfaces. However, actions with Web commands that operate directly on web elements can operate across devices and do not require separate implementations. Examples of actions in a test case that tests a Web site are resetting a device, opening a web browser, and navigating to a URL. Implementation While an action or state can be generically defined for all project devices, differences in how the devices look or behave make it necessary to create device-specific implementations. An implementation contains the specific commands or device screens that make up an action or state on a particular device. Implementations can be created from scratch or cloned and altered from other implementations for like devices. NOTE You can create unpartitioned actions and states where like devices share a single implementation. You can also create unpartitioned actions and states when creating scripts that interact with web elements (e.g., when testing a web application). 16 Keynote Confidential

17 Workflow DAE Monitoring Test Case A test case is the broad process that accomplishes a test goal on your mobile application or content. For example, a test case might consist of viewing and deleting call records from a device, searching for directions to a specified address in a mobile web browser, or getting the weather report for a specified zip code from a short-code weather service. Test cases are device-independent. They generally consist of calls to previously defined actions and states with additional commands such as branches and loops to control script logic. State States define known device conditions (text-, audio-, image-, or web element-based) that can be referenced to verify the result of a sequence of device interactions. For example, states use the device home screen or the browser home page in order to specify an expected result. States can be reused across scripts, i.e., called from several actions and test cases in a project. States are device-independent, that is, they are defined for all project devices and consist of devicespecific implementations to account for differences in interfaces. If an expected result changes over time, a state can be updated in one place, without having to update every script containing a reference to it. Transaction DAE Monitoring enables you to measure the overall performance of a monitor script as well as that of different portions of your script called transactions. Setting up transactions enables you to measure the performance of crucial aspects of your application or service, e.g., the time taken for a corporate web site to load, the time taken to process a credit card payment, or whether an image associated with an account is displayed upon login. You would not set up routine interactions such as resetting a device to the home screen as transactions the success of failure of these operations have no bearing on the performance of your mobile application or service. Figure 2-1 Transaction In a script, you use the Toggle Transaction command to delimit and apply a named transaction to the portion of the script you wish to track. You can track transaction completion times as compared to an acceptable threshold as well as the failure of a transaction to be completed as expected. Transactions can be used in multiple monitors, enabling you to compare the same set of interactions across different monitors, e.g., the time taken to log in to an application on three different devices. In addition, transaction failure does not necessarily cause the failure of a monitor, allowing the user to separate the idea of a service failure (which does not indicate a problem with the script) from a script failure (which does not indicate an issue with the service being measured.) The figure to the right shows a script with a transaction (highlighted) to check the time taken to load a web page correctly. Toggle Transaction commands indicate the start and the end of the transaction. The run time for this portion of the script is compared to the threshold specified in transaction settings. Transaction policies establish tolerance levels for violations of expected run times as well as for the failure of transactions to be completed as expected. Generally, transactions and policies have a one-to-one relationship. You would only want to associate several transactions to a single policy when the Keynote Confidential 17

18 DAE Monitoring Workflow transactions measure similar aspects of a service that you want to track together. When multiple transactions are associated with one policy, all the transactions are evaluated together. So a violation of the acceptable completion time in any one of the transactions contributes to the same incident. Monitor In the DAE Monitoring scripting architecture, a test case is the broad process that represents your monitoring scenario for your mobile application or content. A monitor is defined as a test case script scheduled to run at a specified frequency on a monitor server and on a specified device (or multiple devices for a multi-device test case). The test case is the broad process that represents the monitoring scenario for your mobile application, content, or device. For example, the test case might consist of logging in to and checking balances in a mobile banking application, or searching for flights based on search criteria entered in a mobile browser. Test cases are comprised of one or more actions (the discrete procedures that make up the larger process that is the test case) and states. In addition to tracking the overall performance of the monitor script, you can track the performance of key interactions with your application or service called transactions. Transactions can map to entire actions called from the test case or to specific portions of actions. Monitor failure is tied to the error management system and indicates an issue with the script, device, or measurement system. Monitor policies establish tolerance levels for monitor failure and specify alerts to be sent out for policy violation. NOTE A monitor can also fail: Because of outright transaction failure when there are dependent interactions further down the script specifying outright transaction failure (in addition to performance violation) is discussed in Transactions in Scripting Workflow: Round One. When the Success command is used to stop a script when a transaction fails outright Monitors can be scheduled to run continuously or at any frequency through all hours of the day and days of the week. You can also schedule a monitor to run only on certain days of the week and hours of the day. Error Categories and Types The error management system consists of error categories containing error types, which you can call from various commands in your scripts to generate error messaging when your script fails at those points. Monitor success/failure is tied to the error management system, and you associate specific error types with a monitor policy. The policy then sets tolerance levels for triggering associated error types in a given number of script runs. You can create project-wide error definitions in project properties (right-click a project in the project list > Properties > Error Types tab). QoS Policies for Transactions and Monitors Quality of service policies are the rules that define when to take action because of monitor or transaction failures and what action to take. 18 Keynote Confidential

19 Workflow DAE Monitoring Monitor policies are tied to the error management system and define tolerance levels for monitor failure. You associate specific error types with a monitor policy. The policy then sets tolerance levels for triggering associated error types in a given number of script runs. Transaction policies establish tolerance levels for violations of expected run times or failure of a transaction to be completed as expected. Both monitor and transaction policies support sending out different alerts for up to three levels of escalation. If a level 1 violation is defined as 3 failed runs out of 6, and 3 out of the first 4 runs have failed, the system triggers an alert immediately; it does not wait to complete 6 runs before sending out the alert. Alerts or SNMP alerts are triggered when a monitor or transaction policy is violated or when an incident is resolved. Alert settings include method of delivery ( vs. SNMP), recipient list, frequency of delivery, and a customizable message body. In transaction or monitor policies, you specify the alerts triggered for up to three levels of violation as well as incident resolution. Alerts can be reused, e.g., across multiple policies within your project or for multiple violation levels within the same policy. Alert Suppression Alert suppression is a window of time during which there no alerts and escalation processing for monitors being executed. This window enables scheduled maintenance and is defined in project properties. Monitor runs during the window appear in the dashboard but not in the execution report. If there are monitor runs in progress at the start of the window, they trigger the appropriate escalations and alerts. Any existing escalations at the start of the window do not change status during the window Execution and Reporting Concepts This section provides brief definitions and descriptions of execution and DAE Monitoring Portal reporting concepts. Dashboard The DAE Monitoring Portal dashboard provides the ability to view the status of most recently executed monitor runs, upcoming scheduled runs, and live device screens as monitor scripts are being executed on them. Monitors runs during an alert suppression window also show up in the dashboard. Icons provide a quick visual indication of run result (success or failure) and monitor status (running, disabled, etc.). A link next to each monitor allows you to view the device screen during monitor execution. Execution Report The execution report (Execution Report link at the top-right corner of the DAE Monitoring Portal) is the exhaustive list of every monitor run in your system, excluding runs during an alert suppression window. By default, runs are arranged most recent first, with information on device, carrier, run result, and a link to view screen-by-screen results for failed runs. Users with permissions can exclude specific runs from the execution report, which also excludes them from all other reports in the DAE Monitoring Portal. Monitor Summary Report The monitor summary in the Monitor Scripts view of the DAE Monitoring Portal displays the overall success rate and total number of runs for every monitor in your system over a specified date range. Each monitor has a link to view monitor details. You can select monitors to be displayed in a comparative chart Keynote Confidential 19

20 DAE Monitoring Workflow of transaction times (monitor performance) or a visual representation of monitor success or failure (monitor availability) over a period of time. Monitor Details The monitor details report, which opens up when you click the name of a monitor anywhere in the DAE Monitoring Portal, displays the total number of runs, success rate, a graphic representation of the success rate and failures (by error type), transaction times, and the total number of monitor incidents and escalations at each level. There are also links to view detailed incident reports and screen-by-screen results for failed runs. Transaction Summary Report The transaction summary in the Transactions view of the DAE Monitoring Portal displays the success rate and total number of transaction runs over a specified date range for every transaction in your system. Transaction details can be viewed by clicking a transaction name. You can select transactions to be displayed in a comparative chart of transaction times (transaction performance) or a visual representation of transaction success or failure (transaction availability) over a period of time. Transaction Details Report The transaction details report opens up when you click the name of a transaction. It displays the total number of transaction runs with the success rate and its graphic representation. It lists the monitors, devices, and locations from which the transaction has been executed and also lists total number of transaction incidents and escalations at each level. Candlestick Chart A candlestick chart shows the maximum, minimum, and average run time for a transaction at different points in the day over the date range chosen. Figure 2-2 Chart: Transaction Performance Candlestick 20 Keynote Confidential

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