Page History

...

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 Add Categories Source and select SharePoint.
   
   
   User Category Management: Select Source
   
   
6. Title your SharePoint Category.
7. Select the SharePoint Adaptor version you would like to access from the drop down menu if the correct one isn't chosen automatically.
   
   
   Image Added
   User Category Management: SharePoint Categories Service
   
   
8. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
9. 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.

Image Removed

Image Modified

User Category Management - SharePoint Source - Add Category

Image Modified 
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.

CardioLog also allows for custom user category management from other sources. For more information see Custom User Categories Adaptor for formatting and import options.

Image Modified
User Category Management: Custom Source