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

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


 

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.  

(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: Add The CardioLog Tracking Code To Your Sites

This step allows you to add the JavaScript tracking code to each of your sites. 

  1. Install the free Web Analytics Integration plugin provided by Microsoft on the site collections you would like to monitor using CardioLog Analytics.
  2. You will be asked to confirm that you are logged in to an administrative account for the desired SharePoint site.

  3. The Web Analytics Integration plugin will be installed on your SharePoint site and you will be presented with a confirmation window.

  4. If this is the first time using this app on all sites, you may be asked to confirm that you trust it. Click Trust it to continue.

  5. You should be brought to the App configuration window. If not, you can navigate to it from Your Apps on your SharePoint site.

  6. Go back to CardioLog's configuration screen and copy the JavaScript tracking code.

  7. Paste the tracking code to the Head script text box of the Web Analytics Integration plug-in and click Save.

 

SharePoint Web Analytics Integration
SharePoint Web Analytics Integration App Configuration Window

Step 4: Connect to a Power BI Content Pack

In this step you can connect  to a Power BI Content Pack to gain access to the your CardioLog Analytics data.

(question) Learn more about content packs

  1. 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 content pack. The content pack owner will be able to share it with all other relevant users in your organization.  

  2. Go to the Power BI interface. 

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

    2.  Share the content pack with your colleagues.

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