I’ve had a some tealeaf administrators ask me where to find the instructions for updating the Robot Detection and Mobile Devices list, so I decided to post my answers here for anyone else interested.
Start by getting the full documentation set for Tealeaf, if you don’t already have it. It’s a great way to have all the tealeaf doc in a single place.
You can get the full documentation set from community.tealeaf.com. If you don’t have a login setup there yet, I’d suggest you get a login there and explore it – there is a ton of resources, and a pretty active community forum where you can post questions and get answers. Once you have logged in, click the Online Help link. The down the left nav bar, you will find Product Docs. Click the highest release number you see visible, and you will see a screen similar to the following, which is the top-level menu for all the documents for a specific release. I’ve highlighted the link that gets you a zip file of all the documents in PDF form.
Within this zip, open the file “cxImpact_Administration_Manual_7.2.pdf”
Find Chapter 10. APPENDIX: MANAGING USER AGENTS, and read this chapter for the theory on how bot and mobile detection works.
Next, from that same zip file, open the document “CX_Installation_And_Configuration_Manual_7.2.pdf”
Find “Chapter 7: Maintaining the CX System, subsection UPDATING USER AGENT FILES” (pp 479 on my copy)
Follow the instructions to update the browscap file and the Event Value lists. The doc is a bit weak, so look at your existing Event Value lists for Browser, BrowserVersion, and Platform (in event editor) until you can recognize the patterns in each file, and then experiment with the UserAgentRevealer.exe settings, so you know what settings produces each browser list. Then export your browser lists. One shortcut the document doesn’t mention; UserAgentRevealer.exe produces CSV files, and the event editor list import feature expects txt files. If you simply rename the .CSV output to .TXT, you can import it to the event list. Event list imports are limited to 1000 items, so you may have to import the txt file once, then wack off the top 1000 items, import it again, repeat, until you get all the items imported. The importer recognizes and ignores duplicates, so this approach is fine.
It is important that you take some time to study each of the browser list (Browser, BrowserVersion, platform) in the event editor lists tab, and take some time to study the various options on the UserAgentRevealer.exe, to be sure you match correctly the CSV output of the UserAgentRevealer.txt to the correct event editor list.