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Once you’ve decided to move forward with transaction monitoring, you may need additional information or help to get you started maintaining your monitors. Between our Academy and Knowledge Base, we have the answers you need. However, if you still have questions or need additional help, Uptrends Support is here to help you over any hurdles you may face.

We have a detailed step-by-step Academy lesson to take you through the basics all the way to transaction monitoring success.

1. Planning your transaction monitoring

Understanding the mechanics of your transactions, the functionality you need to test, and the impact of your monitoring on your systems is a crucial part of planning your transactions.

2. Recording your transactions

Using the Transaction Recorder properly leads to cleaner recordings and faster monitor setup time.

3. Testing your transaction script

Once you've recorded your transaction, and you've chosen to test the script yourself (you can also let our Support team handle your testing) you need to troubleshoot the resulting script, setup content checks if you haven't already, and adjust the vault permissions on newly created items. Finally, you need to keep an eye on the monitor in staging mode before moving your monitor to production.