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  1. Add the db_datareader SQL permissions to the CardioLog service account for the SharePoint portal configuration and content databases, and grant read access to the SharePoint TEMPLATE folder.
  2. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  3. Click Add Farm, and then select your SharePoint version.
  4. In the SharePoint Tree Adaptor dialog, fill out the following fields:
    • Name - This is the title of the farm folder which will be displayed in the CardioLog tree structure in the Analysis Center. Ex: "SharePoint 2016"
    • Database Server - The SharePoint database instance name.
    • SharePoint Configuration Database Name - The SharePoint configuration database name. Ex: "SharePoint_Config"
    • SharePoint Profile Database Server, SharePoint Profile Database Name - Optional. Used when configuring user categories from SharePoint user profiles. Add the db_datareader SQL permissions to the CardioLog service account for the SharePoint profile database.
    • Authentication - Database authentication type. Click Set to choose between Windows Integrated and SQL Server Authentication.
    • SharePoint TEMPLATE Directory - This is the full path for the SharePoint 'TEMPLATE' directory. Ex: "\\<sharepoint server name>\C$\Program Files\Common Files\Microsoft Shared\Web Server Extensions\XX\TEMPLATE\" (Where XX12 for MOSS 2007; 14 for SharePoint 2010; 15 for SharePoint 2013, 16 for SharePoint 2016)
    • Advanced Settings - Select the additional import and transfer preferences you would like to include.


    System Configuration - SharePoint Tree Adaptor

  5. In the Web Sites section, select a web application zone and click the magnifying glass icon.


    SharePoint Tree Adapter: Select Zone


  6. Select all of the web applications you would like to monitor, then click Save.


     SharePoint Tree Adapter: Select Web Sites


  7. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day, after the Portal Tree Updates job is executed. The updated tree structure will be available in Analysis Center and Object Explorer.

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