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  1. Launch CardioLog. If the Configuration Wizard doesn't launch automatically, you can run it manually by clicking on Administration in the Navigation pane and then selecting System Configuration. Click Configuration Wizard to restart CardioLog and begin the configuration process.
  2. In the Welcome dialog, select the desired UI language and date format. Under SharePoint Version, select SharePoint Online and then click Next.


    Configuration Wizard

  3. Anchor
    configuring tracking
    configuring tracking
    You can add the tracking code by either deploying the CardioLog tracking code through a SharePoint solution, OR manually adding the JavaScript tracking code to your master pages.

    Note: You may select only one option to add the tracking code.


    Configuration Wizard Step 2a: SharePoint Online Usage Tracking 

    Anchor
    deploy tracking
    deploy tracking
    Deploy the CardioLog tracking code through a SharePoint solution

    1. Browse to your SharePoint Online site Solution Gallery (Replace the website root URL with yours): [https://intlock.sharepoint.com]/_catalogs/solutions/forms/allitems.aspx

      solution.JPG
      'SharePoint Online' Site Solution Gallery

    2. Click Upload Solution > Choose File > select [CardioLog Installation Folder]\CardioLog\Configuration\AgentFeature\Online\CardioLog Analytics Integration.wsp > Activate
    3. Browse to CardioLog Analytics Integration solution configuration page (Replace the website root URL with yours): [https://intlock.sharepoint.com]/CardioLogAnalytics/Configuration.2.0.8.0.aspx

      configuration.JPG
      CardioLog Analytics Integration Solution Configuration Page

    4. Copy the code from the Tracking Code box in Step 2 of the Configuration Wizard.
    5. Edit the tracking code and verify that the all URLs contained in the tracking code that redirect to the CardioLog application server have the public DNS name and appropriate protocol. The URLs should be accessible over the internet. Use HTTPS if you are tracking secured SharePoint Online site collections. You may choose to use HTTP for public websites.
    6. Add the JavaScript tracking code and click OK.

    Anchor
    uninstalling
    uninstalling
    Uninstalling the CardioLog Analytics Tracking Agent Feature

    You can choose between pausing and uninstalling the tracking code from your SharePoint online sites:

    1. To pause the tracking code, browse to your SharePoint Online site Solution Gallery (edit the website root URL): [https://intlock.sharepoint.com]/_catalogs/solutions/forms/allitems.aspx and deactivate the CardioLog Analytics Integration solution.
    2. To uninstall the tracking code, deactivate the CardioLog Analytics Integration solution and then delete the solution.


    Anchor
    manually add js
    manually add js
    Manually Add the JavaScript Tracking Code to Your Master Pages

    1. Open SharePoint Designer and add the SharePoint Online website: Go to Site Templates > Open Site > Enter website root URL (eg., - https://intlock.sharepoint.com/).
    2. Open Site Objects > Master Pages > *.master (we suggest the seattle.master page) and add the JavaScript tracking code in the <head> tag.
    3. Verify that all URLs contained in the tracking code that redirect to the CardioLog application server have the public DNS name and appropriate protocol. The URLs should be accessible over the internet. Use HTTPS if you are tracking secured SharePoint Online site collections. You may choose to use HTTP for public websites.

  4. In order to verify that your SharePoint Online pages are tracked, follow these steps:
    1. Open a new browser window and click Next Step.
    2. Delete your browser temporary internet files and click Next Step.
    3. Browse 3 pages on your SharePoint Online website and click Next Step.
    4. Click Test Event Collection. The Wizard will now verify usage events tracking.


    Step 2 - Usage Tracking


    Otherwise,

    1. Navigate to your SharePoint Online site homepage with Internet Explorer, Chrome, or FireFox.
    2. Press Ctrl+F5 to clear the cache and reload the page.
    3. While on the SharePoint website page, click Ctrl+F12. The tracking agent console should pop-up, displaying the ID number for the most recent monitored action (event). To close the console, press Ctrl+F12.

  5. Anchor
    tree structure
    tree structure
    In the SharePoint Adaptor dialog, enter a title and root URL of your SharePoint Online Admin Center. Specify the authentication details used to connect to it, then click Next. Loading your SharePoint Online tree structure may take several minutes to a few hours, depending on the number of items in the selected websites.

    Note:     Please confirm that the CardioLog service account has the SharePoint Administrator role in Office 365 Admin Center.



    Configuration Wizard Step 3 - SharePoint Adaptor

  6. In the SharePoint Adaptor dialog, select the SharePoint website(s) you would like to report on, then click Next.



    Configuration Wizard Step 3 - SharePoint Adaptor Web Site Selection
     
  7. In the Usage Data Processing dialog, click Next.


    Configuration Wizard Step 4 - Usage Data Processing

  8. In the Finish dialog, click Finish. Click Show Raw Usage Data to view the usage events collected thus far. The data will be available in reports in the next hour.


    Configuration Wizard - Finish

 

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In order to monitor additional site collections in your existing SharePoint Online environment, please do the following: 

  1. In the Administration pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on your SharePoint Online tenant and select the site collection/s you want to monitor.
  3. You can load your site collections list from a csv file. In order to create the csv file, use the Windows PowerShell for SharePoint Online Get-SPOSite | Export-CSV command, and enter the csv file path in the Site Collection List File Path (.csv) field.
  4. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day.
  5. Configure event collection - deploy the CardioLog Analytics SharePoint solution on your site collection/s or insert the code manually (to your master page).

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In order to monitor an additional SharePoint Online environment, please do the following:

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  1. Name - This is the title of the SharePoint Online tenant folder which will be displayed in the CardioLog tree structure in the Analysis Center. Example: "SharePoint Online"
  2. SharePoint Admin Center URL (https://) - Enter the SharePoint Admin Center URL in a secured format (https://).
  3. Authentication - Microsoft Live ID (Office 365). The selected account should have SharePoint Administrator role in Office 365 Admin Center.

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In order to update the tracking code on all site collections in your SharePoint Online environment, please do the following:

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