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  1. At least one user account with a Power BI Pro or Power BI Premium Per User (PPU) license. We highly recommend Power BI Premium Per User (PPU) to benefit from increased Power BI resources, faster report loading and refresh times, and enhanced capabilities for monitoring Power BI capacity and resource usage.
    Note: This user account will become the owner of the app workspace in Power BI and will be able to share it with others in the organization and collaborate on reports. 
    End users who just need to consume reports, do not need a Power BI Pro or a Power BI Premium Per User (PPU) license. You can export reports for them (to CSV, PDF, Excel) or embed the report within SharePoint (using the publish to web - creates a public link to the report).
         End users will login with their personal Microsoft 365 accounts to the Power BI web interface to access Power BI reports. There is no need to install Power BI for desktop.

  2. Make sure that the user account has MFA disabled.

  3. Make sure that the user account is able to create a new workspace in Power BI.
    Power BI Admin Portal > Tenant settings > Workspace settings > enable the Create workspaces (new workspace experience) setting and apply it to your user account.

  4. The Power BI dataset size is limited based on your Power BI license. In case the limit is reached, upgrade your Power BI license plan.

  5. The Power BI data processing resources are limited based on your Power BI license. In case resources are exceeded, upgrade your Power BI license plan.

  6. The Power BI dataset is refreshed once a day. Only one dataset is allowed. In case multiple datasets and/or multiple refreshes per day are required, contact us to upgrade your subscription plan. 

  7. Support for custom made Power BI reports and measures, as well as integrations with additional data sources will require professional services.

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  1. Access to the internet from all end users workstations, make sure that the following domains are not blocked by the browser: "azurewebsites.net" and "windows.net"

  2. The URL of the SharePoint admin center of the SharePoint tenant you will be setting CardioLog Analytics on.

  3. An account with Microsoft Office 365 Global Admin permissions is required in order to approve install the CardioLog Analytics SaaS App installation request.

  4. Make sure that your tenant allows custom Apps authentication in order to install the CardioLog Analytics SaaS App and in order for CardioLog Analytics SaaS to securely communicate with the SharePoint API.  

    Note: In case your tenant has this option disabled and DisableCustomAppAuthentication is set to True (note that it is disabled by default for SharePoint Online tenants created on August 2020 or later), you can execute the following command in SharePoint Online Management Shell in order to enable it:

    Info
    iconfalse
    Set-SPOTenant -DisableCustomAppAuthentication $false


  5. Make sure any SharePoint preservation policies you may have are temporarily turned off, while installing the CardioLog Analytics SaaS App, in order to approve the App:
    Office 365 Admin > Compliance > Information governance > Retention policies > Select the SharePoint retention policy > Click "Disable policy".
    Image Removed
    Make sure control access based on specific network locations is turned off, in order to allow communications to CardioLog Analytics SaaS.
    Office 365 Admin > All Admin Centers > SharePoint > Policies > Access control > Network location > Turn off "Allow access only from specific IP address ranges".



  6. Verify an App Catalog is available in the SharePoint Online tenant:
    1. Sign in to Office 365 with your SharePoint Online global admin account.
    2. Go to Office 365 Admin > All Admin Centers > SharePoint.



    3. Select Apps from the Quick Launch bar on the left, and then select App Catalog
    4. If there is no app catalog site created yet, select Create a new app catalog site, and then select OK.



    5.  On the Create App Catalog Site Collection page, enter the required information, and then select OK.

Prerequisites for installing the CardioLog Analytics SaaS Tracking Agent 

Prerequisites for installing the CardioLog Analytics SaaS Tracking Agent using a SharePoint App

  1. Prepare a SharePoint global administrator account to create a 'full-trust' SharePoint App.
  2. Make sure that your tenant allows custom Apps authentication in order for the SharePoint App to securely communicate with the SharePoint API.  

    Note: In case your tenant has this option disabled and DisableCustomAppAuthentication is set to True (note that it is disabled by default for SharePoint Online tenants created on August 2020 or later), you can execute the following command in SharePoint Online Management Shell in order to enable it:

    Code Block
    Set-SPOTenant -DisableCustomAppAuthentication $false
  3. Make sure that the site collections you would like to track are not locked with NoAccess state.
  4. If end users are using IE 9/10/11 with Medium-High security level and above, they will have to manually enable the IE Active Scripting option for the appropriate security zone as follows: Open IE -> Tools -> Internet
    Options -> Security -> Choose the appropriate security zone (Internet Zone most likely) -> Custom Level... -> Scripting -> Enable the Active Scripting option. Another option is to a    dd the event listener host URL to a IE security zone with Medium or lower security level (e.g. Trusted Sites) or to add the Azure event listener host URL to Trusted Sites. If end users are using IE 9, they will also have to manually enable the Access data sources across domain option as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the relevant security zone (Internet Zone most likely) -> Custom Level... -> Miscellaneous -> Enable the Access data sources across domains option.

Prerequisites for installing the CardioLog Analytics SaaS Tracking Agent using a PowerShell Script

  1. Prepare a Microsoft Office 365 service account with the following permissions in order to install the CardioLog Analytics SaaS Tracking Agent:
    • SharePoint tenant administrator account; 
    • Site collection administrator (not just administrator) of the app catalog site collection of your tenant;
    • Administrator of all the site collections that you are looking forward to include in the CardioLog Analytics SaaS reports.
  2. Make sure you have PowerShell version 5.1 or higher, with the MSOnline module installed.

    Make sure custom scripts are turned on (changes in this setting take up to 24 hours to apply):

    Office 365 Admin > All Admin Centers > SharePoint > Settings > Click on "Go to the classic settings page" > Custom Script > Select Allow in both options
    Image Removed
    Image Removed
    Note: In case a specific site collection does not inherit these settings from SharePoint Central Administration, you can execute the following commands in SharePoint Online Management Shell (replace the placeholders for [company] and [site collection url]):
  3. Info
    iconfalse
    $url = "https://[company]-admin.sharepoint.com"
$User = Read-Host -Prompt "Enter username for $url"
$Password = Read-Host -Prompt 'Enter password' -AsSecureString
$credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($User, $Password)
$adminContext = New-Object Microsoft.SharePoint.Client.ClientContext($url)
$adminContext.Credentials = $credentials
$tenant = New-Object Microsoft.Online.SharePoint.TenantAdministration.Tenant($adminContext)
$adminContext.Load($tenant)
$adminContext.ExecuteQuery()
$props = $tenant.GetSitePropertiesByUrl("[site collection url]", $false)
$adminContext.Load($props)
$adminContext.ExecuteQuery()
$DenyAddAndCustomizePagesStatusEnum = [Microsoft.Online.SharePoint.TenantAdministration.DenyAddAndCustomizePagesStatus]
$props.DenyAddAndCustomizePages = $DenyAddAndCustomizePagesStatusEnum::Disabled
$props.Update()
$adminContext.ExecuteQuery()

    Custom scripts should be temporarily allowed for the duration of the installation (DenyAddAndCustomizePages should be set to Disabled), on your App Catalog and on each site collection you wish to monitor, in order to add the JavaScript tracking code and Tracking Agent application (sppkg for modern sites, wsp solution for classic sites).

  4. Make sure that the site collections you would like to track are not locked with NoAccess state.

  5. If end users are using IE 9/10/11 with Medium-High security level and above, they will have to manually enable the IE Active Scripting option for the appropriate security zone as follows: Open IE -> Tools -> Internet
    Options -> Security -> Choose the appropriate security zone (Internet Zone most likely) -> Custom Level... -> Scripting -> Enable the Active Scripting option. Another option is to a    dd the event listener host URL to a IE security zone with Medium or lower security level (e.g. Trusted Sites) or to add the Azure event listener host URL to Trusted Sites. If end users are using IE 9, they will also have to manually enable the Access data sources across domain option as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the relevant security zone (Internet Zone most likely) -> Custom Level... -> Miscellaneous -> Enable the Access data sources across domains option.

Prerequisites for installing the CardioLog Analytics SaaS Tracking Agent manually

  1. Prepare a Microsoft Office 365 service account with the following permissions in order to install the CardioLog Analytics SaaS Tracking Agent components:
    • SharePoint tenant administrator account; 
    • Site collection administrator (not just administrator) of the app catalog site collection of your tenant;
    • Administrator of all the site collections that you are looking forward to include in the CardioLog Analytics SaaS reports.

  2. Custom scripts should be temporarily allowed for the duration of the installation (DenyAddAndCustomizePages should be set to Disabled), on your App Catalog and on each site collection you wish to monitor, in order to add the JavaScript tracking code and Tracking Agent application (sppkg for modern sites, wsp solution for classic sites).

  3. Make sure that the site collections you would like to track are not locked with NoAccess state.
  4. If end users are using IE 9/10/11 with Medium-High security level and above, they will have to manually enable the IE Active Scripting option for the appropriate security zone as follows: Open IE -> Tools -> Internet
    Options -> Security -> Choose the appropriate security zone (Internet Zone most likely) -> Custom Level... -> Scripting -> Enable the Active Scripting option. Another option is to a    dd the event listener host URL to a IE security zone with Medium or lower security level (e.g. Trusted Sites) or to add the Azure event listener host URL to Trusted Sites. If end users are using IE 9, they will also have to manually enable the Access data sources across domain option as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the relevant security zone (Internet Zone most likely) -> Custom Level... -> Miscellaneous -> Enable the Access data sources across domains option.

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Prerequisites for installing the CardioLog Analytics SaaS Power BI Reports 

  1. At least one user account with a Power BI Pro or Power BI Premium Per User (PPU) license. We highly recommend Power BI Premium Per User (PPU) to benefit from increased Power BI resources, faster report loading and refresh times, and enhanced capabilities for monitoring Power BI capacity and resource usage.
    Note:     This user will become the owner of the app workspace in Power BI and will be able to share it with others in the organization and collaborate on reports. 
    End users who just need to consume reports, do not need a Power BI Pro or a Power BI Premium Per User (PPU) license. You can export reports for them (to CSV, PDF, Excel) or embed the report within SharePoint (using the publish to web - creates a public link to the report).

     End users will login to the Power BI web interface to access Power BI reports. There is no need to install Power BI for desktop.

  2. Make sure that the user account has MFA disabled.

  3. Make sure that the user account is able to create a new workspace in Power BI.
    Power BI Admin Portal > Tenant settings > Workspace settings > enable the Create workspaces (new workspace experience) setting and apply it to your user account.

  4. The Power BI dataset size is limited based on your Power BI license. In case the limit is reached, upgrade your Power BI license plan.

  5. The Power BI data processing resources are limited based on your Power BI license. In case resources are exceeded, upgrade your Power BI license plan.

  6. The Power BI dataset is refreshed once a day. Only one dataset is allowed. In case multiple datasets and/or multiple refreshes per day are required, contact us to upgrade your subscription plan. 

  7. Support for custom made Power BI reports and measures, as well as integrations with additional data sources will require professional services.

...

  1. Prepare a user account with the following permissions in order to install the CardioLog Analytics SaaS Tracking Agent:
    • SharePoint farm administrator; 
    • A local administrator on the SharePoint central admin server and WFE servers.
  2. Make sure you have PowerShell version 5.1 or higher.
  3. For customers with SharePoint 2019 modern sites,
    1. Prepare a user account that is a member of the sites Owners group and has Full Control permissions on the App Catalog.
    2. Verify your environment supports using Apps for SharePoint 2019 and enable Apps for your farm:
      1. Go to the SharePoint Central Administration.
      2. Navigate to Apps and Configure Store Settings.



      3. Make sure you have the App Purchases enabled.
        SharePoint Central Administration > Apps > Configure Store Settings > App Purchases > Select Yes for         Should end users be able to get apps from the SharePoint Store?



  4. If end users are using IE 9/10/11 with Medium-High security level and above, they will have to manually enable the IE Active Scripting option for the appropriate security zone as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the appropriate security zone (Internet Zone most likely) -> Custom Level... -> Scripting -> Enable the Active Scripting option. Another option is to add the Azure event listener host URL to Trusted Sites. If end users are using IE 9, they will also have to manually enable the Access data sources across domain option as follows: Open IE -> Tools -> Internet Options -> Security -> Choose the relevant security zone (Internet Zone most likely) -> Custom Level... -> Miscellaneous -> Enable the Access data sources across domains option.

Prerequisites for Viva Engage (Yammer)

  1. A dedicated service account that is a Verified Admin in the Yammer network.
  2. At least one user account with a Power BI Pro or Power BI Premium Per User (PPU) license (the Yammer reports are displayed in Power BI). This user will become the owner of the app workspace in Power BI and will be able to share it with others in the organization and collaborate on reports.
  3. Enable 3rd Party Applications (to install the CardioLog Analytics SaaS app from the Yammer Apps Directory)
    1. Log on to Yammer with a verified admin and click on the gear icon to open Settings.



    2. Settings > Network Admin > Network > Configuration > Enabled Features > select 3rd Party Applications.








  4. Enable Archive data retention policy (to import data about deleted content).
    1. Log on to Yammer with a verified admin and click on the gear icon to open Settings.
    2. Settings > Network Admin > Content and Security > Data Retention > select Archive option.



  5. Enable Private Content mode (to import data about private groups)
    1. Log on to Yammer with a verified admin and click on the gear icon to open Settings.
    2. Settings > Network Admin > Content and Security > Content Mode > select Private Content mode and click Save.
  6. Disable concealed user, group, and site names (to import actual user names).
    1. Log on to Microsoft 365 admin center.
    2. Go to Settings > Org settings > Reports.
    3. Clear the Display concealed user, group, and site names in all reports option. 

      Image Added

Prerequisites for Microsoft Teams and Exchange Online

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