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CardioLog provides easily integrates personal user data into reports and provides advanced visitor segmentation capabilities by integrating personal user data into reports.Retrieval of additional user information, such as department, gender, and other profile data is performed by the using existing user directories.

The User Categories Updates service , which retrieves the retrieves data from Active Directory attributes or SharePoint User Profiles by default . The and includes user information such as department, gender, and other profile data  The User Categories Updates service can also retrieve the also retrieve data from a custom source, using the custom user categories adaptor.

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System Configuration Main Window

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User Category Management Main Window

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active directory
active directory
Configuring Visitor Segmentation by Active Directory Attributes

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  1. From the navigation pane in CardioLog go to Administration CardioLog Scheduling Service User Category Updates.
  2. Set the service Scheduling Type to Daily at 00:00.
  3. Click OK.
  4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
  5. Click on the user category you would like to add Add Categories Source and select Active Directory.
  6. Click Save and restart the  
  7. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner. 
  8. After the next run of the User Categories Updates servicescheduled User Category Update, your Active Directory attributes will be added to the made available in the Visitor Segments filter of each report, under User Categories.

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User Category Management: Active Directory Categories Service

 

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User Category Management - Active Directory Source - Add Category

 


 

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User Category Management - Active Directory Source - Add Category - Search


Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.

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  1. From the navigation pane in CardioLog go to Administration CardioLog Scheduling Service User Category Updates.
  2. Set the service Scheduling Type to Daily at 00:00.
  3. Click OK.
  4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
  5. Click on the user category you would like to add.
  6. Click Save and restart the CardioLog Scheduling ServiceClick Add Categories Source and select SharePoint.

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    User Category Management: Select Source


  7. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
  8. After the next run of the User Categories Updates service, your SharePoint User Profile properties will be added to the Visitor Segments filter of each report, under User Categories.

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User Category Management: SharePoint Categories Service

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User Category Management - SharePoint Source - Add Category


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User Category Management - SharePoint Source - Add Category - Search

Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.

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System Configuration Main Window
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System Configuration - User Category Management
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System Configuration - User Category Management - Select Source
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System Configuration - User Category Management - Active Directory Source 
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User Category Management - Active Directory Source - Add Category
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User Category Management - Active Directory Source - Add Category - Search
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System Configuration - User Category Management - SharePoint Source 
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User Category Management - SharePoint Source - Add Category
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User Category Management - SharePoint Source - Add Category - Search

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System Configuration -

User Category Management

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: Custom Source