Define Recording Details

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.

See the following topics for more information:

Define the 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.

Put information in these fields to name the recording file, define the folder to save the recording, and describe details about the recording (optional). Enable the applicable processing options.

File Details

Processing Options

  • Prompt for File Details When 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. Recorder will prompt you to Define File Details after Recording at the end of recording.
  • Password Protect Recording Files
    Enable the Password protect recording file checkbox to “lock” the recording files if your recordings include sensitive material. Make sure to 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.
  • Defer Processing of Recordings
    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. Recordings are saved in the Batch Processing Queue, and you can later process several recordings at one time.

Define the 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.

  • 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 and Audio Sources. If you change the main video source or PiP options in the Recording Details dialog box, options selected in Video and Audio Sources update automatically.
  • Mouse Video Effects
    Define which, if any, mouse video effects to include in the recordings. Mouse video effects help emphasize mouse clicks when analyzing 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.
    Mouse Video Effects


  • Data
    Define which kinds of data you record. Choose to capture or exclude:
    • Mouse clicks
    • Keystrokes
    • Screen text
    • Chat

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.

Define the AutoPilot Settings

The checkboxes in the AutoPilot Settings of the Recording Details dialog box define if and how you want to use AutoPilot.

  • Enable AutoPilot
    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.
    Automatically update Recording Details for recommended AutoPilot 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.

Define the Task Logger Settings

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.

When defining the task logger, choose one of the following options.

  • First Observer connected
    Use this option if you only have one Observer or everyone connecting to the session could log tasks.
    If the task logger disconnects Observer from the session, intentionally or not, the next Observer who connects automatically becomes the task logger.
  • Designated Observer
    Use this option if you know exactly who you want to log the tasks.
    If the designated task logger disconnects Observer from the session, whether intentionally or not, no one else can log tasks. If the task logger reconnects, he or she can again log tasks.
  • AutoPilot
    Use this option with AutoPilot. As the participant clicks Start Task and End Task in AutoPilot, it logs the corresponding markers in the recording.
  • Recording computer
    Use this option if you record camera as the Main video source. This setting allows you to log on the same computer you record on.

Define the Recording Start and Stop Settings

Recorder provides flexible options to start and stop Recorder depending on your equipment and participant set up. Options include the following:

  • Manually
    Recording starts or stops when you click the Start button or use the hotkey combination <CTRL+ALT+SHIFT+F9>.
  • Based on an event
    Recording starts or stops when a certain event occurs. Choose an event type from the dropdown menu.
  • At a specific date or time
    Recording starts at a particular date and time. Leave the box next to the Date field unchecked if you want the recording to start at that time on any date. Recorder must be running at the time the recording is set to begin.
  • Time based
    Recording stops at a particular date and time.
  • After
    Recording stops after number of hours entered.
  • Using Observer
    Recording starts or stops when an Observer clicks the button on Observer’s toolbar.
  • AutoPilot
    Click the Start button to launch the AutoPilot interface. Recording starts when the participant clicks Start after reading the study instructions in AutoPilot. Recording stops when the participant completes or ends the session.

Define the Observer Settings

With Morae, you can allow one or multiple computers to connect over a network to a computer running Recorder. All observers can view the recording and log markers during a session. This flexibility allows your entire team to observe the screen and camera video and hear the audio of the user, streaming from the Recorder computer.

To allow Observers to connect to Recorder:

  1. Enable the Allow Observer checkbox.
  2. Enter the amount of time Recorder waits for pending (unfinished) tasks and markers before ending the recording.  By default, Recorder waits 60 seconds.
  3. Click OK.
    Title Category Level Format
    000 - Getting Started 1: Morae Overview Getting Started I Video
    001 - Getting Started 2: Recorder Getting Started I Video
    002 - Getting Started 3: Observer Getting Started I Video
    003 - Getting Started 4: Manager Getting Started I Video
    004 - Analyze Session Data Analyze I Video
    005 - Audio Notes Share III Written
    006 - Change the Communication Port in Observer Observer III Written
    007 - Choose and Designate the Task Logger Setup II Written
    008 - Choose the Recorder Computer Name or IP Address Observer II Written
    009 - Configure Wii™ Remote for Logging Setup III Written
    010 - Connect Observer to Recorder Observer II Written
    011 - Convert Morae Recording Files (RDG) to AVI or WMV Share III Written
    012 - Create a Custom Graph Analyze II Written
    013 - Create a Highlight Video Share II Written
    014 - Create and Organize a Project Analyze II Written
    015 - Create a Report with the Add-In for Word Share II Written
    016 - Create a Table of Contents Share II Written
    017 - Create a Test Recording Setup II Written
    018 - Create Session Handouts Setup II Written
    019 - Create Video Clips Analyze II Written
    020 - Customize Observer for Your Session Observer II Written
    021 - Define Recording Details Setup II Written
    022 - Define Study Details Setup II Written
    023 - Deliver Surveys with Observer Surveys II Written
    024 - Documentation Documentation I Written
    025 - Export to PowerPoint Share II Written
    026 - Export Videos to Share II Written
    027 - Finalize Observer Session Observer II Written
    028 - How to Choose the Recording Compression Record III Written
    029 - Log in Observer Log II Written
    030 - Log in Recorder Log II Written
    031 - Log with a Wii™ Remote Log III Written
    032 - Marker Logging Log II Video/Written
    033 - Merge Studies Analyze III Written
    034 - Normalize Storyboard Audio Share II Written
    035 - Record Automated Sessions with Autopilot Record II Video/Written
    036 - Recorder Start and Stop Options Record II Written
    037 - Record More (or Less) than the Main Monitor Record II Written
    038 - Search for Data in Recordings Analyze II Written
    039 - Search Profiles Analyze II Written
    040 - Select Video and Audio Sources for Recording Record II Written
    041 - Set Recorder Preferences Setup II Written
    042 - Set up an AutoPilot Test Setup II Written
    043 - Share Highlight Videos Share II Written
    044 - Tasks in Manager Analyze II Written
    045 - Task Logging Log II Written
    046 - Template Study Configurations Setup II Written
    047 - Troubleshooting Observer to Recorder Connection Issues Observer II Written
    048 - Using Chat to Communicate with Stakeholders Observer I Written
    049 - Video Delay in Observer Observer III Written
    050 - View Search Results in the Chart View Analyze II Written
    051 - View Survey Answers Analyze II Written
    052 - View Your Notes and Markers Following a Session Observer II Written