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This guide contains the basic requirements and descriptions for the initial setup of CardioLog Analytics SaaS. See the Configuration Guide for more information about connecting and configuring CardioLog Analytics SaaS with various aspects of your environment.

To give you a general idea what to expect, find below the high level installation process:

#

Action

Action Type

Details

Notes

Dependencies

1

Setup Prerequisites - ReviewSupport Session (0.5 hour)

Review the system requirements

 -
2

Setup Prerequisites - Network configuration

-

Apply network changes required to allow communication between the CardioLog Analytics service to your SharePoint on-prem portal (for example using a Site-to-Site VPN)

Required for SharePoint on-prem only

-

3

Installation - Setting up the product

Support Session (1 hour)

  1. Install Add In
  2. Use the Add In to: (see configuration guide for more details)
    • Select web applications/site collections that should be monitored
    • Select User Profile attributes to include in reports
    • Connect to Power BI and create a workspace
  3. Install the tracking agent components on the sites that should be monitored
  4. Verify data is collected

 

Items #1, 2

4

Installation - Setup Power BI reports

-

Publish Power BI reports and set the data refresh rate

 

Takes between 2 - 3 business days after item #3

5

Training

Training Session (1 hour)

Product overview for end users

 

Items #1-4