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Release 2.2.1 (#57)
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2 changes: 1 addition & 1 deletion docs/src/guide/analysis-configuration.md
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Expand Up @@ -22,7 +22,7 @@ The total of characters extracted for the context of a value. This is the total
correlation.configuration.context_length=10

### Max Number of Appearances
The maximum number of appearances of a value to be considered for correlation. Values that appear more than this number of times will be ignored.
The maximum number of appearances of a value to be considered for correlation. Values that appear more than this number of times will be ignored. The value -1 disables the maximum control.

correlation.configuration.max_number_of_appearances=50

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2 changes: 1 addition & 1 deletion docs/src/guide/before-recording.md
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Expand Up @@ -143,7 +143,7 @@ Once a value its extracted for the Correlation Extractor, it's stored in a varia

All the Correlation Extractors mentioned below comes either installed by default in the plugin, or as a part of the preloaded Siebel Template. To know more about how to load and save Correlation Rules Templates, please refer to the [Saving and Loading Rules](#saving-and-loading-rules) section, for further details about it.

In case none of the following ones fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](/custom-extensions) section that we have prepared for you.
In case none of the following ones fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](custom-extensions) section that we have prepared for you.

**Regex**

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8 changes: 4 additions & 4 deletions docs/src/guide/correlation-rules.md
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Expand Up @@ -40,8 +40,8 @@ Each one of these rules, will help to make this whole process of capturing and r

### Configuration

Assuming you know [what a correlation is](/guide/correlation-process#correlation-process-2) and which parts of the process
the [Correlation Rules are part of](/guide/after-recording.html#by-using-correlation-templates) lets jump into adding and configuring your rules.
Assuming you know [what a correlation is](/guide/correlation-process.md#correlation-process-2) and which parts of the process
the [Correlation Rules are part of](/guide/after-recording.md#by-using-correlation-templates) lets jump into adding and configuring your rules.

Go to *bzm - Correlation Recorder* > click the Rules Tab.

Expand Down Expand Up @@ -115,7 +115,7 @@ Once a value its extracted for the Correlation Extractor, it's stored in a varia

All the Correlation Extractors mentioned below comes either installed by default in the plugin, or as a part of the preloaded Siebel Template. To know more about how to load and save Correlation Rules Templates, please refer to the [Saving and Loading Rules](#saving-and-loading-rules) section, for further details about it.

In case none of the following ones fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](/custom-extensions) section that we have prepared for you.
In case none of the following ones fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](custom-extensions) section that we have prepared for you.

**Regex**

Expand Down Expand Up @@ -304,7 +304,7 @@ Now that we have a basic idea of a replacement, lets explain the most complex an

All the Correlation Replacements mentioned below comes either installed by default in the plugin, or as a part of the preloaded Siebel Template. To know more about how to load and save Correlation Rules Templates, please refer to the [Saving and Loading Rules](#saving-and-loading-rules) section, for further details about it.

In case none of the following Replacements fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](CUSTOM_EXTENSIONS.md) section that we have prepared for you.
In case none of the following Replacements fits the desired behavior your application requires, to correlate the dynamic variables that it might have, feel free to read the [Customizing your one extensions](custom-extensions) section that we have prepared for you.

**Regex**

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4 changes: 2 additions & 2 deletions docs/src/guide/custom-extensions/README.md
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Expand Up @@ -190,6 +190,6 @@ This is important, in most of the cases, to properly show the name of the Extens

Review these links for a further understanding of correlating concepts and examples:

* [Siebel's Custom Extension explained](customizing/siebel_extension_explanations.md): an explanation of Siebel CRM’s Custom Extension.
* [Extensions and useful methods in the Flow](customizing/the_flow_explanation.md): detailed explanation of how correlation works.
* [Siebel's Custom Extension explained](siebel_extension_explanations.md): an explanation of Siebel CRM’s Custom Extension.
* [Extensions and useful methods in the Flow](the_flow_explanation.md): detailed explanation of how correlation works.
* [Examples](https://github.com/Blazemeter/CorrelationRecorder/tree/master/examples): basic structure for a Correlation Extension.
4 changes: 2 additions & 2 deletions docs/src/guide/custom-extensions/custom-extensions.md
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Expand Up @@ -188,6 +188,6 @@ This is important, in most of the cases, to properly show the name of the Extens

Review these links for a further understanding of correlating concepts and examples:

* [Siebel's Custom Extension explained](customizing/siebel_extension_explanations.md): an explanation of Siebel CRM’s Custom Extension.
* [Extensions and useful methods in the Flow](customizing/the_flow_explanation.md): detailed explanation of how correlation works.
* [Siebel's Custom Extension explained](siebel_extension_explanations.md): an explanation of Siebel CRM’s Custom Extension.
* [Extensions and useful methods in the Flow](the_flow_explanation.md): detailed explanation of how correlation works.
* [Examples](https://github.com/Blazemeter/CorrelationRecorder/tree/master/examples): basic structure for a Correlation Extension.
141 changes: 88 additions & 53 deletions docs/src/guide/templates/readme.md
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@@ -1,101 +1,136 @@
---
sidebar: auto
---

# Correlation Templates

In this section, you will:
The Templates are part of the core functionalities of the Correlation Recorder Plugin. They are the structure that groups a set of Correlation Rules inside the Plugin for various uses.

In this section, you will learn about:

1. Definitions
2. Types
3. Usages
3. Management
4. Limitations

## Definitions

A Correlation Template, or Template for shorts, is the structure used to group a set of Correlation Rules.
A Correlation Template, or a Template for shorts, is the structure used to group a set of Correlation Rules inside the Correlation Recorder Plugin for different purposes, such as:

Usually, a Template is created to handle a specific application, or a specific type of application. It will have:
* Sharing with coworkers
* Analyzing the recordings
* Versioning your changes
* Organizing your Correlation Rules

1. A name or Id representing the application or type of application it handles (e.g. "SAP", "Salesforce", "SAP Fiori", etc.)
2. A version number (e.g. "1.0.0", "1.0.1", etc.)
3. A description to inform the user what the Template is for (e.g. "Template to handle SAP applications", "Template to handle Salesforce applications", etc.)
4. A change text to inform about the recent changes in the version you are uploading (e.g. "Added new rules to handle SAP Fiori applications", "Added new rules to handle Salesforce Lightning applications", etc.)
5. A set of Correlation Rules that will be used to handle the application or type of application (e.g. "SAP", "Salesforce", "SAP Fiori", etc.)
We will talk about each other in their respective sections. For now, let's jump into the types of Templates you can access.

## Types
What differentiates one Template from another is the source or Repository it comes from, and it highly impacts your capabilities over them.

Initially, you can lose control over their content and configuration while you gain a range of Correlation possibilities. It is a matter of the policies of your Template providers.

Depending on the source they come from, there are different types of Templates.
Based on their sources, you might have:

1. Local Templates
2. BlazeMeter Templates
3. BlazeMeter Enterprise Templates
4. BlazeMeter Workspaces Templates
5. Custom Templates
* Local Templates
* Central Templates
* BlazeMeter Templates (built-in, Workspace and Enterprise)
* Custom Templates

Usually, depending on the type of Template and your account permissions, you will have different levels of access to them.
Most of these Templates have the same capabilities. However, they might restrict you based on your user access level. Let's talk about it.

### Local Templates
These Templates are the ones created by yourself. They are located in your local machine and maintained by you. Because of this, you have full access to them, allowing you to:

These are the Templates that you create and store in your local repository. Every time you create a new Correlation Rule and save it, it will be stored in a Template.
Since these are local Templates, you have full access to them, meaning that you can:
* Load them
* Configure them
* Save new versions
* Use them for Analysis
* Export the suggestions as Rules

- Viewing them
- Deleting them
- Load their rules into your plugin for you to edit
- Use them when doing analysis of your recordings
- Export the associated Correlation Rules from the Correlation Suggestions table
### Central Templates
These Templates come from GitHub Central, and since they come from the community, you can treat them as a Local Template, with the difference that the Saving of a new version (directly to GitHub) still needs to be supported.

* For the sake of consistency, these Template allows you to:
* Load them
* Configure them
* Use them for Analysis
* Export the suggestions as Rules

### BlazeMeter Templates
These are the Templates that come from BlazeMeter's Repository. You get access to them after configuring your BlazeMeter's API and forcing a sync of your Templates if needed.

Depending on your account level, you might need special access to some of their capabilities; however, in general terms, you are allowed to:

* Use them for Analysis (Built-in, Workspace, Enterprise(*))
* Load them (Workspace)
* Configure them (Workspace)
* Save new versions (Workspace)
* Export the suggestions as Rules (Workspace)

In general terms, everything you or your coworkers created is available as if they were Local Templates: you own and use them. These are marked as "Workspace Templates".

The rest of the Templates from BlazeMeter are proprietary; you can access them "as it is" exclusively for Analysis.

### Manually Imported Templates
These are Templates that come from manually importing them. Since there is no way to keep track of them, we consider them just like a Local Template, meaning that you are allowed to:

* Load them
* Configure them
* Save new versions
* Use them for Analysis
* Export the suggestions as Rules

## Management
Let's talk about how you get access to your Templates and how to store them properly.

You can either create your Templates or import them from external sources or Repositories, as we call them.

These are the Templates that come by default with your BlazeMeter account. They are free and you can use them for:
### Create Template
The only requisite for creating a Template is having Correlation Rules on it. These can be added to the Plugin by:

- Viewing them
- Doing analysis of your recordings
* Manually inserting a new Rule
* Exporting the Correlation Suggestions as Rules
* Loading one or multiple templates

Since they are proprietary Templates, you can't edit them or load them into your plugin.
Once you are satisfied with the final set of Correlation Rules, you can click on "Save Template", proceed to fill in all the required fields, and click on "Save".

### BlazeMeter Enterprise Templates
### Load Template
When you load a Template to the Plugin, you manually edit the configurations the Correlation Rules have to fit your use case properly. Bear in mind that only some of the Templates can be loaded to be manually edited (this might depend on your access level over these Templates, depending on the sources they come from).

These are Templates that are tailored by our team of experts to work with specific applications.
To load a Template to the Plugin, you must:

If you have a BlazeMeter Enterprise account, you can use them for:
1. Load the Correlation Recorder Plugin
2. Click on the "Load Template" button
3. Select the Template from the list of Installed and Available (*)
4. Click on the "Load" button

- Viewing them
- Doing analysis of your recordings
Depending on your access level over the selected Template, you can load it into the Plugin. If you don't have access, you will be prompted with a warning pop-up informing you that you don't have access.

Just like the built-in Templates, you can't edit them or load their rules into your plugin for you to edit.
(*): If you select a Template from the Available list, you should install that Template first before. Sometimes, this installation might require resetting your JMeter; in such scenarios, you will be prompted to ask if you want to restart, giving you time to store unsaved changes in your Test Plan.

### BlazeMeter Workspaces Templates
### Sync Templates
We have spoken about sources or Repositories, which are the ones that supply you with Templates when they are not created locally in your machine. Some of these Repositories come from external sources (such as BlazeMeter, GitHub, or other HTTP-related locations) and might require you to manually sync them to obtain the most recent versions of their Templates.

These are Templates that are created by you or your team and are stored in a Workspace. You can use them for:
To keep your local Repository up to date, please remember to click the "Refresh" button. It can be found right next to the "Config" button and looks like two arrows following each other.

- Viewing them
- Deleting them
- Load their rules into your plugin for you to edit
- Upload different versions of the same Template
- Use them when doing analysis of your recordings
- Export the associated Correlation Rules from the Correlation Suggestions table
### Manually importing Templates
If anyone gave you the JSON file related to a Template, you could import it into your local Repository by adding the file to your `correlation-template` folder, located in `<JMeter>/bin/.` after that, you force a manual sync so the Plugin to index it as local.

### Custom Templates
### Delete Templates
Currently, the Correlation Recorder Plugin does not support Deleting Templates, neither from your local Repository nor any other external repository.

These are Templates that come from other sources, like a colleague or a third party. You can use them just like you would use a local Template.
You can delete your local repository Templates by manually deleting the correlation-templates folder in the bin folder inside your JMeter installation folder; however, this is not advisable, and you must do it at your own risk.

## Usages

Templates are used in two different ways:

1. To store Correlation Rules for a specific application or type of application
2. To do analysis of your recordings and suggest changes
2. To do an Analysis of your recordings and suggest changes

:::tip
We recommend to always sync your repositories before doing analysis of your recordings, so you can have the latest version of the Templates.
:::tip
Always sync your repositories before analyzing your recordings to have the latest version of the Templates.
:::

## Limitations

There are some limitations when using Templates:

1. You can't edit BlazeMeter built-in, Enterprise Templates
2. You can't overwrite versions of any Template (regardless of the type)
3. You can't save a Template into a Workspace from the plugin (_Coming soon_)
1. You can't edit BlazeMeter built-in Enterprise Templates
2. You can't overwrite versions of any Template (regardless of the type)
30 changes: 28 additions & 2 deletions pom.xml
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Expand Up @@ -6,7 +6,7 @@
<groupId>com.blazemeter</groupId>
<artifactId>jmeter-bzm-correlation-recorder</artifactId>
<packaging>jar</packaging>
<version>2.2</version>
<version>2.2.1</version>
<name>Correlation Recorder as JMeter plugin</name>
<description>Correlation Recorder Plugin for JMeter</description>
<url>https://github.com/Blazemeter/CorrelationRecorder</url>
Expand All @@ -31,7 +31,7 @@
<project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
<project.reporting.outputEncoding>UTF-8</project.reporting.outputEncoding>

<jmeter.version>4.0</jmeter.version>
<jmeter.version>5.5</jmeter.version>
</properties>

<scm>
Expand Down Expand Up @@ -171,6 +171,12 @@
<version>3.12.0</version>
<scope>provided</scope>
</dependency>
<dependency>
<groupId>org.slf4j</groupId>
<artifactId>jul-to-slf4j</artifactId>
<version>2.0.9</version>
<scope>test</scope>
</dependency>
</dependencies>

<build>
Expand Down Expand Up @@ -201,6 +207,26 @@
</systemPropertyVariables>
</configuration>
</plugin>
<plugin>
<groupId>org.apache.maven.plugins</groupId>
<artifactId>maven-shade-plugin</artifactId>
<version>3.2.1</version>
<executions>
<execution>
<phase>package</phase>
<goals>
<goal>shade</goal>
</goals>
<configuration>
<artifactSet>
<includes>
<include>com.blazemeter:jmeter-bzm-commons</include>
</includes>
</artifactSet>
</configuration>
</execution>
</executions>
</plugin>
</plugins>
</pluginManagement>
<plugins>
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