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  1. Add the required SQL permissions to the CardioLog service account - db_datareader for the SharePoint portal content database, and grant read access to the SharePoint TEMPLATE folder.
  2. Configure event collection by deploying the JavaScript tracking code on all SharePoint WFEs. This can be done by installing the CardioLog Analytics tracking agent feature or by inserting the code manually (to your master pages, or to init.js in SharePoint 2010 and SharePoint 2013, core.js in SharePoint 2007)
  3. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  4. Click Add Farm, and then select your SharePoint version.
  5. In the SharePoint Tree Adaptor dialog, fill out the following fields:
    • Name - This is the title of the farm folder which will be displayed in the CardioLog tree structure in the Analysis Center. Example: "SharePoint 2013"
    • Server Name - The primary server CardioLog is enabled onSharePoint server name.
    • Database Server - The SharePoint database instance name.
    • SharePoint Configuration Database Name - The SharePoint configuration database name. Example: "SharePoint_Config"
    • SharePoint Profile Database Name - Optional. Used when configuring user categories from SharePoint user profiles.
    • Authentication - Database authentication type. Click Set to choose between Windows Integrated and SQL Server Authentication).
    • SharePoint TEMPLATE Directory - This is the full path for the SharePoint 'TEMPLATE' directory. Example: "\\<sharepoint server name>\C$\Program Files\Common Files\Microsoft Shared\Web Server Extensions\XX\TEMPLATE\" (XX - 12 for MOSS 2007, 14 for SharePoint 2010, 15 for SharePoint 2013)
    • Advanced Settings - Select the additional import and transfer preferences you would like to include.
  6. Click Apply.
  7. Select the web application/s you want to monitor, then click Save.
  8. After the next run of Portal Tree Updates, the updated tree structure will be displayed in Analysis Center (Object Explorer).


    System Configuration - SharePoint Tree Adapter

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