Creating a New Learn Configuration with the Configuration Manager

The Configuration Manager allows you to create rules for the way a page is learned with an Interface Learn tool. These configurations are stored directly to the Certify database.

The Configuration Manager specifies how the Learn utility will learn the application page, as well as the following items:

  • Which object types to import
  • How to name the objects
  • Which Certify Class to map elements to
  • What attributes to use to recognize the object

Currently, only the HTML interface is supported.

Factory Configuration File

When starting Configuration Manager, the configuration is set to the default configuration file that is named Factory. You cannot edit the Factory configuration file in the Configuration Manager. However, you can use the File >Save As option to create your own configuration using the Factory configuration settings as a starting point.

To create a new learn configuration with the Configuration Manager:

  1. From the Certify menu, select Configure > Web > Configuration or select from the Certify Web Learn menu, select File > Configuration Manager.

The Configuration Manager appears.

  1. From the File menu, select New.

The Enter New Name dialog box appears.

  1. Type in the name for your new configuration in the text field.
  2. Click OK.

The new name appears in the Configuration Rules pane of the Configuration Manager.

  1. If you want to set your new configuration as the default, select File > Set As Default from the File menu.

  2. (Optional) To specify page options to the configuration file, see Specifying Page Options in the Configuration File.

    After you have created your new configuration file, you will need to add tags and class map rules.

  3. To add a new tag rule to the configuration, click the Add a New Rule button.

The Enter New Tag Name dialog box appears.

  1. Type in a tag name in the text field.
  2. Click OK.

The New Rule Class Mapping dialog box appears. You will need to specify the Certify class to map to this tag and to set up rules that will determine if an element should be mapped.

  1. From the Attribute drop-down list, select an attribute for the new tag name or type in your own attribute.
  2. From the Criteria drop-down list, select one of the following criteria for a findby value:
  3. Is Equal To
  4. Starts With
  5. Contains
  6. Ends With
  7. Is Not Equal To
  8. Does Not Start With
  9. Does Not Contain
  10. Does Not End With
  11. From the Value drop-down list, select one of the following Value options or type in your own value:
  12. {Any}
  13. {Empty}

  14. Click OK.

    The new tag rule appears in the Class Mapping Rules pane.

  15. From the Configuration Manager File menu, select Save to save your new tag and class map rule.
  16. To add additional rules to the tag, click the New Class Mapping Rule button in the right pane or right-click in the pane and select New. Repeat Steps 10 through 13.
  17. (Optional) Create logical names and rules. For more information, see Creating Logical Naming Rules.
  18. (Optional) Specify recognition attributes. For more information, see Specifying Recognition Attributes.

  19. From the Configuration Manager File menu, select Save to save your new tag and rules.

    The new configuration file is saved to the database and appears in the Configuration File drop-down list.

 

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