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  1. Prepare a Microsoft Office 365 service account with the following permissions in order to install the CardioLog Analytics SaaS Tracking Agent:
    • SharePoint tenant administrator account; 
    • Site collection administrator (not just administrator) of the app catalog site collection of your tenant;
    • Administrator of all the site collections that you are looking forward to include in the CardioLog Analytics SaaS reports.
  2. Make sure you have PowerShell version 5.1 or higher, with the MSOnline module installed.

    Make sure custom scripts are turned on (changes in this setting take up to 24 hours to apply):

    Office 365 Admin > All Admin Centers > SharePoint > Settings > Click on "Go to the classic settings page" > Custom Script > Select Allow in both options
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    Note: In case a specific site collection does not inherit these settings from SharePoint Central Administration, you can execute the following commands in SharePoint Online Management Shell (replace the placeholders for [company] and [site collection url]):
  3. Info
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    $url = "https://[company]-admin.sharepoint.com" $User = Read-Host -Prompt "Enter username for $url" $Password = Read-Host -Prompt 'Enter password' -AsSecureString $credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($User, $Password) $adminContext = New-Object Microsoft.SharePoint.Client.ClientContext($url) $adminContext.Credentials = $credentials $tenant = New-Object Microsoft.Online.SharePoint.TenantAdministration.Tenant($adminContext) $adminContext.Load($tenant) $adminContext.ExecuteQuery() $props = $tenant.GetSitePropertiesByUrl("[site collection url]", $false) $adminContext.Load($props) $adminContext.ExecuteQuery() $DenyAddAndCustomizePagesStatusEnum = [Microsoft.Online.SharePoint.TenantAdministration.DenyAddAndCustomizePagesStatus] $props.DenyAddAndCustomizePages = $DenyAddAndCustomizePagesStatusEnum::Disabled $props.Update() $adminContext.ExecuteQuery()

    Custom scripts should be temporarily allowed for the duration of the installation (DenyAddAndCustomizePages should be set to Disabled), on your App Catalog and on each site collection you wish to monitor, in order to add the JavaScript tracking code and Tracking Agent application (sppkg for modern sites, wsp solution for classic sites).

  4. If end users are using IE 9/10/11 with Medium-High security level and above, they will have to manually enable the IE Active Scripting option for the appropriate security zone as follows: Open IE -> Tools -> Internet
    Options -> Security -> Choose the appropriate security zone (Internet Zone most likely) -> Custom Level... -> Scripting -> Enable the Active Scripting option. Another option is to a
    dd the event listener host URL to a IE security zone with Medium or lower security level (e.g. Trusted Sites) or to add the Azure event listener host URL to Trusted Sites. If end users are using IE 9, they will also have to manually enable the Access data sources across domain option as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the relevant security zone (Internet Zone most likely) -> Custom Level... -> Miscellaneous -> Enable the Access data sources across domains option.

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