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- 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.
- In the navigation pane in CardioLog go to Administration > System Configuration > User Category Management.
- Click Add Categories Source > Custom.
System Configuration - User Category Management - Custom - Enter a name for the custom user categories source in the Title textbox
- Enter the custom user categories web service URL in the Website URL textbox (Acceptable file extensions are "aspx", "asmx" or "xml").
- Select Is Web Service = Yes and enter the custom user categories web service method name in the Web Method Name textbox (in case of using "asmx").
- Click Set and enter user credentials if required in order to access the web service.
- Click Save and restart the CardioLog Scheduling Service.
- 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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The user information web service should be exposed by a web page which provides an XML string response, according to the following format:
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<?xml version="1.0" encoding="utf-8" ?> <xs:schema id="CategoryXmlSchema" elementFormDefault="qualified" xmlns:mstns="http://tempuri.org/CategoryXmlSchema.xsd" xmlns:xs="http://www.w3.org/2001/XMLSchema"> <xs:element name="tree"> <xs:complexType> <xs:sequence> <xs:element name="item" type="UserCategoryXmlNode" minOccurs="0" maxOccurs="unbounded" /> </xs:sequence> </xs:complexType> </xs:element> <xs:complexType name="UserCategoryXmlNode"> <xs:sequence> <xs:element name="userName" type="xs:string" /> <xs:element name="categories" minOccurs="0" maxOccurs="1"> <xs:complexType> <xs:sequence> <xs:element name="categoryValue" type="categoryNode" minOccurs="0" maxOccurs="unbounded" /> </xs:sequence> </xs:complexType> </xs:element> </xs:sequence> </xs:complexType> <xs:complexType name="categoryNode"> <xs:sequence> <xs:element name="categoryName" type="xs:string" minOccurs="1" maxOccurs="1" /> <xs:element name="categoryValue" type="xs:string" minOccurs="1" maxOccurs="1" /> </xs:sequence> </xs:complexType> </xs:schema> |
Field Definitions:
username: the user account name (should match the accountName field in the organization structure)
categoryName: the designated category name.
categoryValue: the assigned category value.
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<tree> <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\taylor</userName> <categories> <categoryValue> <categoryName>Region</categoryName> <categoryValue>North</categoryValue> </categoryValue> <categoryValue> <categoryName>Gender</categoryName> <categoryValue>Female</categoryValue> </categoryValue> </categories> </item> </tree> |