Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Anchor
collecting document
collecting document
Importing Document Versioning Information for your SharePoint Lists and Libraries

In order to take full advantage of document modification reports, turn on versioning for your SharePoint lists and libraries. Versioning is the method by which successive iterations of a given document are numbered and saved.

To collect document versioning information from SharePoint:
 

  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 document versioning information from.
  3. Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.

     
    SharePoint Tree Adaptor - Import Document Versioning
     
  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Portal Tree Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.

Anchor
import social
import social
Importing 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 farmin 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.

Anchor
import metadata
import metadata
Importing Metadata I

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 sitesin 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.

Anchor
api
api
Importing the SharePoint Tree Structure via the SharePoint API


CardioLog Analytics System Architecture When the SharePoint Tree Structure is loaded 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 - Enter the title of the farm folder that you would like to display in the Object Explorer and 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 - Choose between Windows Integrated and SQL Server 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) - Use this when a SharePoint Admin Center URL is not available. Enter the file path for the CSV that contains the list of web applications you would like to monitor.


    System Configuration - SharePoint Tree Adaptor
     
  4. In the Web Sites section, select a web application zone and click the magnifying glass icon.
  5. If 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 account and run Windows Power Shell as an administrator.
    4. Execute the webs.ps1 script. 
    5. The script will generate 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. 
    7. Select a web application zone and click the magnifying glass icon.


    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.

...