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 data from Active Directory attributes or SharePoint User Profiles by default and includes user information such as department, gender, and other profile data  The User Categories Updates service can also retrieve data from a custom source, using the custom user categories adaptor.

System Configuration Main Window

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. 
5. Click Add Categories Source and select Active Directory.
6. Click Save 
7. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner. 
8. 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.

 
User Category Management: Active Directory Categories Service

User Category Management - Active Directory Source - Add Category

User Category Management - Active Directory Source - Add Category - Search

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. Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
7. 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.

 
User Category Management - SharePoint Source - Add Category - Search