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CardioLog Analytics provides the ability to segment authenticated visitors by their user names, and the groups they belong to. The organizational hierarchy of users and groups is monitored by the Active Directory Users and Group Updates service. Data is retrieved directly from Active Directory or SharePoint by default. The Active Directory Updates service can also retrieve the data from a custom source, using a designated web service that supplies the user and group organizational structure. To include any profile details with your user data, see User Category Management.
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- From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > Active Directory Updates> Users and Group Updates.
- Set the service Scheduling Type to Daily at 00:00.
- Click OK.
- From the Administration navigation pane, select System Configuration, and then select User and Group Management from the main window.
System Configuration Main Window - In the upper right hand corner, select Add Source and choose the relevant category.
User and Group Management: Add Source - You will now be presented with the relevant form. Continue on to Active Directory, SharePoint or Custom Source below.
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- Enter the name of your Active Directory source.
- Enter the Fully Qualified Domain Name (FQDN) in the text box (eg., mycompany.com)
- Enter the LDAP port.
- List the Organization Units you would like to import users from, separated by a comma between each phrase. Leave blank to import users from the entire directory (optional).
- Enter the DNS name of the domain controller (optional).
- Enter the NetBios domain name, which is the user domain name.
- Click Set next to the Authentication method to confirm login details. You may be prompted with a dialogue to enter any missing information.
- Select the User identifier that will be associated with any Active Directory accounts, select either User Account Name or Email.
User Account Name is typically used when tracking SharePoint on-premise.
Email is typically used when tracking SharePoint Online or when using Azure Active Directory. - Click Test to test the connection to your Active Directory domain.
- Click Save to return to the User And Group Management dashboard.
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