Remote File Mapping

Remote File Mapping (RFM) allows you to test new files, scripts, and libraries on pages in your production environment before coding the new one onto the page. RFM can be used in either Audits or Journeys and is very convenient for testing updated tag management systems before deployment.

Common Use Cases

Test a TMS migration. One important use case for RFM is to test the migration from one tag management system to another. Once your new tag management system is ready to be tested, use RFM to swap out the current file that loads your TMS and replace it with a reference to the new one. Check the Variable Summary report to spot any pages still loading the old one and to verify the new one loads each time.

Find tags loading outside of your TMS. Another use case is verifying that all your tags load from the tag management system. Unauthorized tags may be hard-coded on some pages without your knowledge, and would be hard to detect without RFM. If you replace the call to your TMS with a blank file, it effectively turns off the tag manager for the audit; any tag that loads comes from some source other than your tag manager. Because it is done in the audit, visitors to your site are completely unaffected. View the Tag Presence report to find any tags that load.

Test an update to your tag manager. Before deploying a new tag management version to your site, run an audit with RFM. Substitute the call to the old TMS with the new one to make sure all pages load the new TMS. The Tag Versions report can identify which version loads.

Test new tags and variables. Test a new tag from your tag manager by pointing to an instance where the new tag is configured. Look at the Variable Summary report to make sure it loads on every page and captures the right values.

Test compatibility with new JavaScript or other library files. RFM can be used on your production site to test new JavaScript widget file or a new responsive CSS file, for example. By using RFM in an audit or Journey, there is no risk that any user will be affected by the test. Simply tell RFM to substitute an old file with a new one that you've uploaded to ObservePoint. Check your reports to validate that the new file doesn't change any of your data collection.

Configuration

To set up a file mapping you need to go to the Configurations and then the Remote File Mapping Library. 

From there you'll click Create New to create a new mapping.

Click on the URL field and enter the URL or regular expression (regex) to match on. (For regex, all qualifying matches will be mapped to the new file.) This URL or regular expression value should match the current script URL or reference that is deployed on the page. Depending on the type of value, select the radio button that matches your entry. In the field under that, either enter a URL or upload a replacement file by clicking the blue text.

You can select more than one to be mapping within an audit or Journey!

Looking At Results

In audits, look in the Page Summary report in the left-hand navigation bar of the audit results/report.

After you've run your Audit/Journey with RFM, the results are displayed in the reports. For Journeys, each action step shows the RFM request and whether the file passed or not.