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SharePoint Online

Once you have installed the CardioLog Analytics SaaS add-in for SharePoint from the Microsoft Office Store, you will then be directed to a configuration screen.

The configuration contains 3 simple steps that walk you through setting up data collection and connecting to Power BI reports.

CardioLog SaaS Configuration Screen

Step 1: Choose Sites To Track

In this step you can select which site collections you would like to see data for. Sites are only tracked once they are selected.

  1. With this section expanded, you should see all of your available SharePoint Online site collections.
  2. Select all the sites you would like to begin monitoring using CardioLog.
  3. You can also search for site collections by typing in their name in the search bar.
  4. Select the button next to each site you would like to monitor.
  5. Click Save to confirm your selection.

You can go back and add more sites or remove sites from your selection at any point.

 

CardioLog SaaS Configuration Screen: Step 1



Step 2: Choose User Properties To Report On

In this section you can select all user profile properties that you would like to filter and report on. This information will be taken from SharePoint user profiles. If you have created custom profile properties you can also use them.
It is recommended to select the following basic attributes - department, office, country, manager, title, picture URL. 

(question) What are SharePoint Profiles?

  1. Using the search bar, enter the name of any property you would like to find and include.

  2. Select the button next to each user property you would like to include in your usage reports.

  3. Click Save to confirm your selection.

Properties may be added or removed at any time to accommodate your needs.


CardioLog SaaS Configuration Screen: Step 2

Step 3: Connect to Power BI

In this step you can connect to Power BI to gain access to the your CardioLog Analytics reports.

  1. Click Connect to Power BI and enter the Username and Password of a Power BI Pro user and click Save. This user will be the owner of the CardioLog Analytics SaaS app workspace in Power BI and will be able to share it with others in the organization. 

    CardioLog SaaS Configuration Screen: Step 3

  2. Go to the Power BI interface. 

    1. Login with the credentials you entered in Step 1.

    2. Create a Power BI app workspace for the CardioLog Analytics reports. Learn more about Power BI app workspaces.

      1. Select Workspaces > Create app workspace

      2. Enter the following details:
        Name - CardioLog Analytics
        Privacy - Private - Only approved members can see what's inside
        Permissions - Members can edit Power BI content

      3. Add email addresses of people you want to have access to the workspace, and select Add. Note that you can't add group aliases, just individuals.

      4. Decide whether each person is a member or an admin (admins can edit the workspace itself, including adding other members, members can edit the content in the workspace) and click Save.

  3. CardioLog Analytics reports will be available in your app workspce within a few business days. You will recieve an email notification as soon as all the data has been processed and your reports are ready to use.

  4. When the reports are ready, share them with your colleagues:
    1. Sign in to Power BI with the credentials you entered in Step 1.
    2. Select Worksaces > CardioLog Analytics > select the Publish app button in the upper right to start the process of sharing all the content in that workspace.
    3. First, on Details, enter the following details:
      Description - Analytics for SharePoint and Yammer
      Background color - Gray
    4. Next, on Content, you see the content that's going to be published as part of the app. Select Specific content in the App landing page. 
    5. Last, on Access, decide who has access to the app: either everyone in your organization, or specific people or email distribution lists and click Finish.

SharePoint 2013/2016

Browse to the configuration page hosted in Azure (URL provided by Intlock).
The configuration contains 5 simple steps that walk you through setting up data collection and connecting to Power BI reports.

CardioLog SaaS Configuration Screen

Step 1: Connect to SharePoint

  1. Enter the SharePoint farm administrator user name and password and the SharePoint farm Admin Center URL and click Save.

     
    CardioLog SaaS Configuration Screen: Step 1

Step 2: Choose Sites To Track

In this step you can select which web applications you would like to see data for. Web applications are only tracked once they are selected.

  1. With this section expanded, you should see all of your available SharePoint web applications.
  2. Select all the web applications you would like to begin monitoring using CardioLog.
  3. You can also search for web applications by typing in their name in the search bar.
  4. Select the button next to each web application you would like to monitor.
  5. Click Save to confirm your selection.

You can go back and add more sites or remove sites from your selection at any point.

 
CardioLog SaaS Configuration Screen: Step 2

Step 3: Choose User Properties To Report On 

In this section you can select all user profile properties that you would like to filter and report on. This information will be taken from SharePoint user profiles. If you have created custom profile properties you can also use them. 
It is recommended to select the following basic attributes - department, office, country, manager, title, picture URL. 

(question) What are SharePoint Profiles?

  1. Using the search bar, enter the name of any property you would like to find and include.

  2. Select the button next to each user property you would like to include in your usage reports.

  3. Click Save to confirm your selection.

Properties may be added or removed at any time to accommodate your needs.


 
CardioLog SaaS Configuration Screen: Step 3

Step 4: Add The CardioLog Tracking Code To Your Farm

This step allows you to add the JavaScript tracking code to your farm. 

  1. Create a CardioLogAgent folder on all SharePoint WFE servers in the following location: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\LAYOUTS\CardioLogAgent

  2. Create a CardioLogAgent.js file in the CardioLogAgent folder with the customer's Java Script tracking code (provided by Intlock).
  3. Copy the solution file "cardiologtrackingagentfeature.wsp" to your SharePoint application server to C:\Program Files\Common Files\Microsoft Shared\web server extensions\1X\BIN folder (1X - 15 for SharePoint 2013, 16 for SharePoint 2016)

  4. Execute the following commands from command prompt in order to add and deploy the solution to the SharePoint farm:

    cd C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\1X\BIN

    stsadm.exe -o addsolution -filename "C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\1X\BIN\CardioLogTrackingAgentFeature.wsp"

     stsadm.exe -o deploysolution -name CardioLogTrackingAgentFeature.wsp -immediate -allowgacdeployment

     stsadm.exe -o activatefeature -name CardioLogAnalytics -force


CardioLog SaaS Configuration Screen: Step 4

Step 5: Connect to Power BI

In this step you can connect to Power BI to gain access to the your CardioLog Analytics reports.

  1. Click Connect to Power BI and enter the Username and Password of a Power BI Pro user and click Save. This user will be the owner of the CardioLog Analytics SaaS app workspace in Power BI and will be able to share it with others in the organization. 


    CardioLog SaaS Configuration Screen: Step 5

  2. Go to the Power BI interface. 

    1. Login with the credentials you entered in Step 1.

    2. Create a Power BI app workspace for the CardioLog Analytics reports. Learn more about Power BI app workspaces.

      1. Select Workspaces > Create app workspace

      2. Enter the following details:
        Name - CardioLog Analytics
        Privacy - Private - Only approved members can see what's inside
        Permissions - Members can edit Power BI content

      3. Add email addresses of people you want to have access to the workspace, and select Add. Note that you can't add group aliases, just individuals.

      4. Decide whether each person is a member or an admin (admins can edit the workspace itself, including adding other members, members can edit the content in the workspace) and click Save.

  3. CardioLog Analytics reports will be available in your app workspce within a few business days. You will recieve an email notification as soon as all the data has been processed and your reports are ready to use.

  4. When the reports are ready, share them with your colleagues:
    1. Sign in to Power BI with the credentials you entered in Step 1.
    2. Select Worksaces > CardioLog Analytics > select the Publish app button in the upper right to start the process of sharing all the content in that workspace.
    3. First, on Details, enter the following details:
      Description - Analytics for SharePoint and Yammer
      Background color - Gray
    4. Next, on Content, you see the content that's going to be published as part of the app. Select Specific content in the App landing page. 
    5. Last, on Access, decide who has access to the app: either everyone in your organization, or specific people or email distribution lists and click Finish.


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