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Using the CardioLog Scheduling Service, you can make sure that local site data, external environments, and user 

Contents

 

Editing Service Components

How to Edit a Service Component

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Simply click the service component you would like to edit from the main window.


CardioLog Scheduling Service components
 

Service Component Scheduling

Each service component can be scheduled to run at defined time intervals.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click the service component you would like to edit.
  3. The Edit Service dialog includes the following fields:

    Service Schedule - defines the schedule for running the service component:

    -      Never - The component will not run until a different scheduling option is chosen.

    -      Once - The component will run once, upon restarting the service

    -      Every rounded hour - The component runs every hour, on the hour. (Previously named "Hourly" and "Every full hour")

    -      Every x minutes - The component runs every x minutes beginning from when the service is restarted. (Previously named "Interval")

    -      Every *Day at HH:MM - Using the drop-down menus, choose either Day to run the service daily, or the day of the week if you would like to have the service run weekly. Choose the time of day the service will run in half hour intervals.

     

    Enable Logging - The component's activity is logged. The default log file path is at <CardioLog Installation Directory>\CardiologScheduleServices\Logs.
    The log file size is limited to 8MB.



     Edit Service Dialog



  4. Click OK to confirm your changes.
  5. In order to commit changes, you must restart the CardioLog Scheduling Service by clicking Restart Service from the top right corner of the main window.

Usage Data Processing

By default, the Usage Data Processing service component processes incoming tracking data from Event Collector every rounded hour, and logging is enabled.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Usage Data Processing.
  3. Set the Service Schedule and then click OK.
  4. Click Restart Service to activate any changes.

Portal Tree Updates

The Portal Tree Updates service component retrieves the structure of the portal (monitored environments). This structure is the basis for data aggregations.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Portal Tree Updates.
  3. Set the schedule type and then click OK.
  4. The Advanced Settings dialog is for retrieving a tree structure from a custom source (by a designated web service).If the web service has an .asmx extension, enter the Web Method name. For more information see the CardioLog Advanced Administration Guide
  5. Click Add to add the Tree Web Service to the selected web services.
  6. Repeat steps 4-5 for each Tree Web Service.
  7. Click OK to confirm your choices.
  8. Click Restart Service to activate any changes.


     
     Portal Tree Updates - Advanced Settings dialog

Transferring the Portal Structure Using the File System

By default, you can use the SP20XXTree web application to access the portal hierarchical structure through an HTTP web service (SP20XXTree - v. 07 for MOSS 2007, v. 10 for SharePoint 2010 and v. 13 for SharePoint 2013). SP20XXTree then creates an XML file which describes the hierarchical structure of the portal, and then translates the XML data into relational data.
  1. To configure SP20XXTree, go to Administration in the navigation pane and choose System Configuration.
  2. Click SharePoint Tree Adapter in the main window to view your SharePoint farms
  3. Click on the SharePoint farm you would like to transfer.
  4. Check "Transfer the tree structure through file system (XML file)" in the Advanced Settings section.
  5. Click Save at the bottom of the page to confirm.


    System Configuration - SharePoint Tree Adaptor Settings

  6. In the Administration navigation pane, click CardioLog Scheduling Service.
  7. Click Portal Tree Updates.
  8. Set the Service Schedule and then click OK.
  9. Click Restart Service to activate any changes.

In versions lower than 2.0.8.0, modify the Portal Tree Updates web service URL as follows:
http://<CardioLogServer>:<port>/SP20XXTree/default.aspx?docVersions=true&output=file&logFilePath=[CardioLog Installation Folder]\CardioLogScheduleServices\Logs\SP20XXTree.xml

Transferring the Portal Structure Using SQL

The hierarchical portal tree can be retrieved through an SQL-SQL data transfer. This configuration process does not use the CardioLog server file system, but rather copies data in bulk from SharePoint databases to CardioLog. As a result, the entire process runs more efficiently as less resources are consumed.

  1. To configure an SQL-SQL transfer, go to Administration in the navigation pane and choose System Configuration.
  2. Click SharePoint Tree Adapter in the main window to view your SharePoint farms
  3. Click on the SharePoint farm you would like to transfer.
  4. Make sure that "Transfer the tree structure through file system (XML file)" is NOT selected in the Advanced Settings section.
  5. Click Save at the bottom of the page to confirm.

  6. Execute the following SQL script against CardioLog database:

    UPDATE CardioLog.dbo.tab_global_settings
    SET Value = 0
    Where Name = N'xmlMode' and Category = N'OMAgent'
  7. In the Administration navigation pane, click CardioLog Scheduling Service.
  8. Click Portal Tree Updates.
  9. Set the Service Schedule and then click OK.

  10. Click Restart Service to activate any changes.

In versions lower than 2.0.8.0, modify the Portal Tree Updates web service URL as follows:

http://<CardioLogServer>:<port>/SP20XXTree/default2.aspx?xmlMode=0&docVersions=true

 

Collecting Document Versioning Information for your SharePoint Lists and Libraries

In order to take full advantage of document modification reports, turn on versioning for your SharePoint lists and libraries. Versioning is the method by which successive iterations of a given document are numbered and saved.

  1. To collect document versioning information from SharePoint, go to Administration in the navigation pane and choose System Configuration.
  2. Click SharePoint Tree Adapter in the main window to view your SharePoint farms
  3. Click on the SharePoint farm you would like to collect document versioning information from.
  4. Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.
  5. Click Save at the bottom of the page to confirm.
  6. In the Administration navigation pane, click CardioLog Scheduling Service.
  7. Click Portal Tree Updates.
  8. Set the Service Schedule and then click OK.
  9. Click Restart Service to activate any changes.

In versions lower than 2.0.8.0, add the "docVersion=true" parameter to the Tree Web Service URL field. For example:
http://<CardioLogServer>:<port>/SP20XXTree/default.aspx?docVersions=true&output=file&logFilePath=[CardioLog Installation Folder]\CardioLogScheduleServices\Logs\SP20XXTree.xml

Import Social Information for your SharePoint Farm

SharePoint 2013 offers a variety of out-of-the box social features such as content likes, rating and ranking, sharing content, following content, and more.

To import social information from SharePoint 2013 and perform detailed analysis of the site's social activity:

  1. To collect document versioning information from SharePoint, go to Administration in the navigation pane and choose System Configuration.
  2. Click SharePoint Tree Adapter in the main window to view your SharePoint farms
  3. Click on the SharePoint farm you would like to collect document versioning information from.
  4. Check "Import social information for your SharePoint farm"" in the Advanced Settings section.
  5. Click Save at the bottom of the page to confirm.
  6. In the Administration navigation pane, click CardioLog Scheduling Service.
  7. Click Portal Tree Updates.
  8. Set the Service Schedule and then click OK.
  9. Click Restart Service to activate any changes.
  10. See Social Updates below for more information.

Note - To configure multiple web applications, or to configure multiple farms, see Configuring Usage Tracking and Reporting for more information.

Report Scheduling

The Report Scheduling is responsible for automatically generating scheduled reports and distributing them through email.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Report Scheduling.
  3. Set the schedule type and then click Next.
  4. In the Service Parameters dialog, fill out the following fields:

    -      SMTP Mail Server - a full DNS name for the SMTP Server. Example: "smtp.intlock.com"
    -      Port - the SMTP server port. The default port is 25.
    -      Use SSL - configure a secure SMTP server with a non-default port.
    -      SMTP User Name, SMTP Password - these are optional fields, for supplying credentials.
    -      Report Email subject - The email subject of the automated reports Emails sent to a predefined distribution list.
    -      Report Email sender - The email sender of the automated reports Emails sent to a predefined distribution list.
    -      System Administrator e-mail address - a recipients list of service error alerts. Click on Search to find email addresses.
     
  5. Click Add to add an email address to the selected recipients list.
  6. Click OK to confirm your choices.
  7. Click Restart Service to activate any changes.


Report Scheduling -Service Parameters dialog

 


Select Users and Groups E-mail Address dialog

 

Active Directory Updates

CardioLog provides the ability to segment authenticated visitors by their user names and the groups they belong to. The Active Directory Updates service component retrieves the list of users and groups directly from Active Directory.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Active Directory Updates.
  3. Set the schedule type and then click Next.
  4. In the Service Parameters dialog, fill out the following fields:

    -     Active Directory Connection String - The FQDN of the Active Directory domain. Example: "mycompany.com"
    -         Load from external Web service URL - this is an optional field, for loading users from a custom source (by a designated web service). For more information see the CardioLog Advanced Administration Guide
          By default it will be populated automatically with the default web service which loads users and groups from AD (http://<CardioLog server name>:<port>/ADTree/default.aspx).
    -         Active Directory Credentials - this is an optional field. 
          If the CardioLog Scheduling Service account is a member of your domain, there is no need to supply credentials.
     
  5. Click Add to add the Active Directory to the selected Active Directories.
  6. Select the Active Directory domain in the selected Active Directories box and click Test to test the connection to your domain.
  7. If you want to add multiple domains, repeat steps 4-6 for each Active Directory domain and fill out the Domain Name field (use the NT domain name). If the CardioLog Scheduling Service account does not have permissions to read from the domain, fill out the credentials.
  8. Click OK to confirm your choices.
  9. Click Restart Service to activate any changes.

Active Directory Updates - Service Parameters dialog

User Categories Updates

CardioLog provides the ability to segment visitors by any custom category. The User Categories Updates service component retrieves the list of custom categories from a designated web service.

To configure visitor segmentation by Active Directory attributes or by SharePoint user profiles, see Configuring Visitor Segmentation for Authenticated Users.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click User Categories Updates.
  3. Set the schedule type and then click Next.
  4. In the Service Parameters dialog, fill out the following fields:
    -     Categories Web Service URL
          Example: "http://<CardioLog server name>:<port>/VisitorSegments/SSPProfiles.aspx"
    -     Web Method Name - optional
    -     User Name - optional
    -     Password - optional
  5. Click OK to confirm your choices.
  6. Click Restart Service to activate any changes.

User Categories Updates - Service Parameters dialog

SEO Analysis

The SEO Analysis service crawls websites and generate reports automatically. For more information see SEO Reports 

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click SEO Analysis.
  3. Set the Service Schedule and then click OK.
  4. Click Restart Service to activate any changes.

Social Updates

The Social Updates service imports social information from SharePoint 2013, Yammer and Sitrion.

To import social information from SharePoint 2013, see "Import Social Information for your SharePoint Farm" above.

To import social information from Yammer, see "Yammer Integration".

To import social information from Sitrion, see "Sitrion Integration".

 

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Social Updates.
  3. Set the schedule type and then click OK.
  4. Click Restart Service to activate any changes.
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