User Category Management

CardioLog easily integrates personal user data into reports and provides advanced visitor segmentation capabilities by using existing user directories. The User Categories Updates service retrieves user information such as department, gender, and other profile data automatically. In order to retrieve data, first configure Active Directory and/or SharePoint User Profile integration. The User Categories Updates service can also retrieve data from a custom source using the custom user categories adaptor.

Contents

• Configuring Visitor Segmentation by Active Directory Attributes
• Configuring Visitor Segmentation by SharePoint User Profiles

User Category Management Main Window

Configuring Visitor Segmentation by Active Directory Attributes

In order to retrieve additional user information such as department, gender, title or any other category available from Active Directory attributes, perform the following steps:

1. From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > User Category Updates.
2. Set the service Scheduling Type to Daily at 00:00.
3. Click OK.
4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
   
   
   System Configuration Main Window
   
   
5. Click Add Categories Source in the top right-hand corner, and select Active Directory.
6. Title your Active Directory source.
7. Select a Users and Groups Source from the drop down menu if one isn't chosen automatically.
   
    
   User Category Management: Active Directory Categories Service
   
   
8. For Categories, click Add to include any additional category types you would like available in all relevant reports.
   
   
   Active Directory Categories Source - Add Category
   
   
9. In the Active Directory Categories Service dialogue window, search for any category types you would like to add. 
   
   
   Active Directory Categories Source - Search Categories 
   
   
10. Enable the check box next to all categories you would like to include. Click Save to continue.
    
11. In the Active Directory Categories Service main window, check the box next to a category and click Remove to make the given category unavailable in all relevant reports and analysis. You may also perform this action at any time following configuration.
12. Click Save to confirm any changes and return to the dashboard.
13. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner. 
14. After the next scheduled User Category Update, your Active Directory attributes will be made available in the Visitor Segments filter of each report, under User Categories.

Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.

Configuring Visitor Segmentation by SharePoint User Profiles

In order to retrieve additional user information such as department, gender, title or any other category available from SharePoint User Profiles, perform the following steps:

1. From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > User Category Updates.
2. Set the service Scheduling Type to Daily at 00:00.
3. Click OK.
4. From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window. 
5. Click Add Categories Source and select SharePoint.
   
   
   User Category Management: Select Source
   
   
6. Title your SharePoint Category.
7. Select the SharePoint Adaptor version you would like to access from the drop down menu if the correct one isn't chosen automatically.
   
   
   User Category Management - SharePoint Categories Service
   
   
8. For Categories, click Add to include any additional category types you would like available in all relevant reports.
   
   
   SharePoint Categories Service dialogue window - Add Categories
   
   
9. In the SharePoint Categories Service dialogue window, search for any category types you would like to add.
   
    
   SharePoint Categories Service: Search Categories
   
   
10. Enable the check box next to all categories you would like to include. Click Save to continue.
11. In the Active Directory Categories Service main window, check the box next to a category and click Remove to make the given category unavailable in all relevant reports and analysis. You may also perform this action at any time following configuration.
12. Click Save to confirm any changes and return to the dashboard.
    
13. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
14. After the next run of the User Categories Updates service, your SharePoint User Profile properties will be added to the Visitor Segments filter of each report, under User Categories.
    

Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.