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The organizational hierarchy of users and groups is monitored by the Active Directory Updates service, which retrieves the data directly from Active Directory by default. The Active Directory Updates service can also retrieve the data from a custom source, using a designated web service which supplies the desired organizational structure of users and groups. Retrieval of additional user information, such as department, gender, and other profile data is performed by the User Categories Updates service, which retrieves the data from Active Directory attributes or SharePoint User Profiles by default. The User Categories Updates service can also retrieve the data from a custom source, using a separate web service that supplies the user information.
Contents
- Retrieving Users And and Groups From A a Custom Source
- Retrieving User Information From A a Custom Source
- Configuring Visitor Segmentation By by Active Directory Attributes
- Configuring Visitor Segmentation By by SharePoint User Profiles
Anchor retrieving users groups retrieving users groups
Retrieving Users and Groups From a Custom Source
| retrieving users groups | |
| retrieving users groups |
In order to load your user and group organization structure to CardioLog, you are required to specify a web service that the Active Directory Updates service will gather the organization's data from. This is done through the CardioLog Administration user interface:
- Create the custom organization structure web service for your organization.
- Verify that your custom organization structure web service returns a valid XML response, according to the XML schema,
- Confirm the CardioLog Scheduling Service user account has sufficient read request permissions to access the web service.
- Browse CardioLog > Administration > CardioLog Scheduling Service > Active Directory Updates.
- Click Next.
- Enter the custom web service URL in the Web Service URL text box and then click the down arrow (acceptable file extensions: "aspx", "asmx", "xml").
- Click Save and restart the CardioLog Scheduling Service.
- Perform IISRESET on the CardioLog application server.
- After the next run of Active Directory Updates, your users and groups will be added to the Users and Groups filter of each report.
Anchor creating structure creating structure
Creating the custom users and groups structure web service
| creating structure | |
| creating structure |
The Users and Groups web service should be exposed by a web page which provides a XML string response according to the following schema:
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<users>
<user>
<accountName>MyCompany\james</accountName>
<displayName>James Wright</displayName>
<userMail>james.wright@mycompany.com</userMail>
<memberOf>Administrators;Marketing</memberOf>
</user>
<user>
<accountName>MyCompany\dana</accountName>
<displayName>Dana Cohen</displayName>
<userMail>dana.cohen@mycompany.com</userMail>
<memberOf>Sales</memberOf>
</user>
</users>
</tree>
Anchor retrieving user info retrieving user info
Retrieving User Information
| retrieving user info | |
| retrieving user info |
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From a Custom Source
In order to load additional user information from a web service, specify a web service from which the User Categories Updates service will extract the user data. This is done through the CardioLogAdministration user interface:
- Create the custom user information web service for your organization.
- Verify that the custom user information web service returns a valid XML response, according to the XML schema, and that the CardioLog Scheduling Service user account has sufficient permissions to access (request) the web service.
- Browse CardioLog > Administration > CardioLog Scheduling Service > User Categories Updates.
- Click Next.
- Enter the web service URL in the Categories Web Service URL field (acceptable file extensions: "aspx", "asmx", "xml").
- Click Save and restart the CardioLog Scheduling Service.
- Perform IISRESET on the CardioLog application server.
- After the next run of the User Categories Updates service, your user categories will be added to the Visitor Segments filter of each report, under User Categories.
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Anchor creating user info creating user info
Creating the Custom User Information Web Service
| creating user info | |
| creating user info |
The user information web service should be exposed by a web page which provides an XML string response, according to the following schema:
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<item>
<userName>MyCompany\james</userName>
<categories>
<categoryValue>
<categoryName>Region</categoryName>
<categoryValue>West</categoryValue>
</categoryValue>
<categoryValue>
<categoryName>Gender</categoryName>
<categoryValue>Male</categoryValue>
</categoryValue>
</categories>
</item>
<item>
<userName>MyCompany\dana</userName>
<categories>
<categoryValue>
<categoryName>Region</categoryName>
<categoryValue>North</categoryValue>
</categoryValue>
<categoryValue>
<categoryName>Gender</categoryName>
<categoryValue>Female</categoryValue>
</categoryValue>
</categories>
</item>
</tree>
Anchor active directory active directory
Configuring Visitor Segmentation by Active Directory Attributes
| active directory | |
| active directory |
In order to retrieve additional user information, such as department, gender, etc. from Active Directory attributes, perform the following steps:
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Note - The User Categories filter can be applied from the moment the User Categories Updates is configured, not retroactively. In order to map history usage data to user categories please contact us.
Anchor sharepoint sharepoint
Configuring Visitor Segmentation by SharePoint User Profiles
| sharepoint | |
| sharepoint |
In order to retrieve additional user information, such as department, gender, etc. from SharePoint User Profiles, perform the following steps:
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