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To configure SharePoint environments, see SharePoint Tree Adaptor.

To configure non-SharePoint websites, see Website Tree Adaptor.

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click Portal Tree Updates.
3. Set the schedule type and then click OK.
4. Click Restart Service to activate any changes.
    

Portal Tree Updates -Service Schedule dialog

The Report Scheduling is responsible for automatically generating scheduled reports and distributing them through email.

To configure email settings, see Mail Settings.

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click Report Scheduling.
3. Set the schedule type and then click OK.
4. Click Restart Service to activate any changes.
    

Report Scheduling - Service Schedule dialog

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Active Directory Updates

CardioLog provides the ability to segment authenticated visitors by their user names and the groups they belong to. The Active Directory Update service component retrieves the list of users and groups from Active Directory, SharePoint or a custom source (designated web service).

To configure users and group sources, see Users and Group Management.

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click Active Directory Updates.
3. Set the schedule type and then click OK.
4. Click Restart Service to activate any changes.
    

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Active Directory Updates - Service Schedule dialog

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User Category Updates

CardioLog provides the ability to segment visitors by any custom category. The User Category Updates service component retrieves the list of custom categories from Active Directory attributes, SharePoint User profiles or a custom source (designated web service).

To configure user category sources, see User Category Management.

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click User Category Updates.
3. Set the schedule type and then click OK.
4. Click Restart Service to activate any changes.
    

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User Category Updates - Service Schedule dialog

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SEO Analysis

The SEO Analysis service crawls websites and generate reports automatically. For more information see SEO Reports 

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click SEO Analysis.
3. Set the Service Schedule and then click OK.
4. Click Restart Service to activate any changes.
    

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SEO Analysis - Service Schedule dialog

 

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Social Updates

The Social Updates service imports social information from SharePoint 2013, Yammer and Sitrion.

To import social information from SharePoint 2013, see Import Social Information for your SharePoint Farm

To import social information from Yammer, see Yammer Integration

To import social information from Sitrion, see Sitrion Integration

1. In the Administration pane, click CardioLog Scheduling Service.
2. Click Social Updates.
3. Set the schedule type and then click OK.
4. Click Restart Service to activate any changes.
    

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Social Updates - Service Schedule dialog