Create an application plan‌

Perceptive Content stores the information you learn, using one of the application methods on a business application, in a container called an application plan.

An application plan contains one or more screens, where each screen represents a learned screen or window in your business application. When you create a screen, you capture data from your business application screen to create document index keys, called document keys, to link the image to the record in your business application.

The first step in creating a LearnMode application plan is to integrate your business application with Perceptive Content. Complete the following steps to connect to your business application.

1. Start your business application and open the window that you want Perceptive Content to learn.
2. Navigate to an active record.
3. On the Perceptive Content toolbar, click Manage.
4. In the Management Console expand the Application Plans tree, then click LearnMode.
5. In the right pane, on the Applications tab, click New.
6. In the Plan Settings dialog box, click the General tab.
7. Under Information, do the following actions:
   • Name- type a unique name for your application plan.
   • Description - type a description for your application plan.
   • Select Is active, if you want this application plan to be active and available to users.
8. Under Application, do one of the following actions:
   • If you want Perceptive Content to identify the application or screen, do one of the following actions:
     • Window Title
       1. If you want Perceptive Content to identify the business application based on the name that displays in the title of the applications window, select Window Title from the Method list.
       2. Click Identify.
       3. In the Window Selector Starter dialog box, click Start.
       4. Point to the title bar of the host window and click the mouse button. The data captured from the host window appears in the Value box.
     • Class ID
       1. If you want Perceptive Content to identify the business application based on the class ID that is designated for the application, select Class ID from the Method list.
       2. Click Identify.
       3. In the Window Selector Starter dialog box, click Start.
       4. Point to the title bar of the host window and click the mouse button. The data captured from the host window appears in the Value box.
     • Application Name
       1. If you want Perceptive Content to identify the application based on the name of the executable that is running, select Application Name from the Method list.
       2. Click Identify.
       3. In the Window Selector Starter dialog box, click Start.
       4. Point to the title bar of the host window and click the mouse button. The data captured from the host window appears in the Value box.
   • If you want Perceptive Content to identify the application or screen based on a value you enter, do one of the following actions:
     • Window Title
       1. If you want Perceptive Content to identify the business application based on the name that displays in the title of the applications window, select Window Title from the Method list.
       2. In Value, type the name of the application.
       3. Click Test. The system attempts to find the application window or screen with the given string in the Value box.
     • Class ID
       1. If you want Perceptive Content to identify the business application based on the class ID that is designated for the application, select Class ID from the Method list.
       2. In Value, type the class ID that is designated for the application.
       3. Click Test. The system attempts to find the application window or screen with the given string in the Value box.
     • Application Name
       1. If you want Perceptive Content to identify the application based on the name of the executable that is running, select Application Name from the Method list.
       2. In Value, type the name of the application's executable. Note - The application name is the same name listed on the Processes tab in the Windows Task Manager.
       3. Click Test. The system attempts to find the application window or screen with the given string in the Value box. Note -The above methods allow you to use wildcard symbols, which are useful when your host screen has long titles, multiple screens with different titles, or multiple screens where only a portion of the screen title changes.
9. Depending on the results, the system displays one of the following messages in the Status box:
   • Application found
     • Perceptive Content has successfully connected to your business application. You can continue to the next step.
   • Could not find application
     • Start your business application and open the window that you want Perceptive Content to learn and repeat step 8.
   • More than one application found
     • Close all applications, except the business application you want Perceptive Content to learn and repeat step 8.
10. Click OK. Perceptive Content captures a screen shot of the host window and displays it in LearnMode Application Plan Designer.

Create a Manual application plan‌

Complete the following steps to create a Manual application plan.

1. On the Perceptive Content toolbar, click Manage.
2. In the Management Console, in the left pane, expand the Application Plans tree and then click Manual.
3. In the right pane, on the Applications tab, click New.
4. In the Plan Settings dialog box, click the General tab.
5. Under Information, do the following actions:
   • Name - type a unique name for your application plan.
   • Description - type a description for your application plan.
   • Select Is active if you want this application plan to be active and available to users.
6. Click OK. Perceptive Content displays Manual Application Plan Designer.