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Phase	Training Duration	Training Overview
Phase A Basic End-User Training: Part 1 (video) *High-level overview of CardioLog Analytics	1.5 hours	What is CardioLog Analytics? Introduction to the CardioLog user interface Introduction to the Analysis Centre How to create, generate, edit, and share reports How to add, customise, and remove widgets from the dashboard How to filter the date range and website item Introduction to Visitor Engagement Analytics reports gallery overview - basic
Phase B Basic End-User Training: Part 2 (video)	1.5 hours	Understanding user roles in CardioLog Filtering by users and groups, and visitor segments How to set permissions and change preferences for reports How to drill down on report data How to export reports to Excel, PDF or Microsoft SharePoint Web Parts How to set an email distribution list for scheduled reports How to create reports based on templates Tips for creating efficient reports Analytics reports gallery overview - intermediate
Phase C Practical live training workshop for end-users	1 .5 hourshour	Re-cap Phases A & B Practical report-building exercises
Phase D Advanced End-User Training: Part 1 (video)	1.5 hours	How to create ad-hoc reports and display real time data How to search Object Explorer How to select templates for an item in Object Explorer How to set view permissions for items in Object Explorer How to display data for deleted SharePoint items in Object Explorer How to create report templates How to publish reports using the CardioLog Analytics Reports SharePoint feature Analytics reports gallery overview - advanced 1
Phase E Advanced End-User Training: Part 2 (video)	1.5 hours	How to create and configure surveys and message bars SEO Reports Including metadata in reports Analytics reports gallery overview - advanced 2
Phase F Practical live training workshop for end-users	1 .5 hourshour	Practical exercises Create surveys and message bars to engage your portal audience and collect user feedback
Phase G Practical live training workshop for end-users *To be scheduled at least 1 month after Phase F	1 hour	Review any remaining or new questions

Administrator Roles

This training is designed for CardioLog Analytics system administrators.

Phase	Duration Method	Training Overview
Phase A Basic knowledge for administrators	3.5 hours (3:00 hour recorded lecture, 30 minute live Q&A)	Video	Introduction Architecture System service components configuration Data collection filters Security and permissions System configuration System Diagnostics Importing history data using the IIS logs import tool
Phase B Advanced training for administrators	Part 1: 3 hours (2:30 hour recorded lecture, 30 minute live Q&A) Part 2 - 2.5 hours (2:00 hour recorded lecture, 30 minute live Q&A)	Video	Infrastructure recommendations Server health and performance monitoring Maintenance and troubleshooting Optimization and fine tuning Monitoring configuration for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites PII (Personally Identifiable Information) concealment configuration User category configuration from Active Directory attributes, SharePoint user profiles, custom sources Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API Develop client applications that request data from the CardioLog reporting engine using the Data Export API
Phase C Practicalities for administrators	1 hour (live)	Administrators Q&A Configuring, optimizing and monitoring your system

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