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import social import social

Import Social Information for your SharePoint Farm

SharePoint offers a variety of out-of-the box social features such as content likes, rating and ranking, sharing content, following content, and more.

To import social information from SharePoint 2013 and perform detailed analysis of the site's social activity:

1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
2. Click on the SharePoint farm you would like to collect social information from.
3. Check "Import social information for your SharePoint farm" in the Advanced Settings section.
   
   
   SharePoint Tree Adaptor - Import Social Information
   
   
4. Click Save at the bottom of the page to confirm.
5. In the Administration navigation pane, click CardioLog Scheduling Service.
6. Click Social Updates.
7. Set the Service Schedule and then click OK.
8. Click Restart Service to activate any changes.

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import metadata import metadata

Import metadata information for your SharePoint List Items, Documents or Sites

To import metadata fields for your SharePoint list items, documents or sites and perform detailed analysis based on this information:

1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
2. Click on the SharePoint farm you would like to import metadata information from.
3. Check "Import metadata information for your SharePoint list items, documents or sites" in the Advanced Settings section.
   
    
   SharePoint Tree Adaptor - Import Metadata Information
    
4. Click Manage Metadata to select the metadata fields you would like to import.
   
    
   SharePoint Tree Adaptor - Manage Metadata 
5. Click Add to add SharePoint metadata fields.
6. Select the metadata field type - Open Text attribute or Managed Metadata (term set) attribute.
7. For Open Text attributes click Add attribute, type the field name and click Save.
   
    
   Add SharePoint Metadata field - Open Text Attribute
    
8. For Managed Metadata attributes, select the fields you would like to import and click Save.
   
    
    Add SharePoint Metadata field - Managed Metadata (term set) Attribute
    
9. Select the SharePoint content type for each metadata field.
   
    
   SharePoint Tree Adaptor - Manage Metadata - Select Content Type 
10. Click Save at the bottom of the page to confirm.
11. In the Administration navigation pane, click CardioLog Scheduling Service.
12. Click Portal Tree Updates.
13. Set the Service Schedule and then click OK.
14. Click Restart Service to activate any changes.

Import the SharePoint tree structure via the SharePoint API

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CardioLog Analytics System Architecture when loading the SharePoint tree structure via the SharePoint API

In order to import the SharePoint farm tree structure using the SharePoint API, please follow these steps:

1. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
2. Click Add Farm, and then select your SharePoint version.
3. 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. Ex: "SharePoint 2013"
   • Advanced Settings - Check "Import the SharePoint tree structure via the SharePoint API" in the Advanced Settings section.
   • Authentication - The selected account should be a SharePoint farm administrator.
   • SharePoint Admin Center URL - Enter the SharePoint Admin Center URL. Ex: http://intlock.com:2013/"
     
   • Web sites list in CSV format (Optional) - Used in case the SharePoint Admin Center URL is not available. Enter the csv file path that contains the list of web applications you would like to monitor.
   
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   System Configuration - SharePoint Tree Adaptor
    
4. In the Web Sites section, select a web application zone and click the magnifying glass icon.
5. In case the list of web applications is not available via SharePoint Central Administration, please follow these steps:
   1. Go to [CardioLog Installation Folder]\Setup Files\
   2. Copy the power shell script file "webs.ps1" to your SharePoint Central Administration server.
   3. Login to your SharePoint Central Administration server with the SharePoint farm administrator and run Windows Power Shell as administrator.
   4. Execute the webs.ps1 script. 
   5. The script generates a list of web applications in csv format in C:\webapps.csv
   6. In the SharePoint Tree Adaptor dialog, enter the csv file path in Web sites list in CSV format, select a web application zone and click the magnifying glass icon.
      
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   System Configuration - SharePoint Tree Adaptor
   
   
6. Select all of the web applications you would like to monitor, then click Save.
7. In the Administration navigation pane, click CardioLog Scheduling Service.
8. Click Portal Tree Updates.
9. Set the Service Schedule and then click OK.
10. Click Restart Service to activate any changes.