Upon activating CardioLog, the Configuration Wizard will be displayed. This wizard will help you configure the SharePoint Tracking Agent, a tool designed to monitor visitor behavior in SharePoint, and the SharePoint Adaptor, which configures the structure for your SharePoint portal. Additionally you can start the wizard at any time to reconfigure your system by going Administration in the navigation pane and opening System Configuration. Select Configuration Wizard to initialize the system.
Login to the CardioLog server with your CardioLog service account and verify that it has the required permissions before running the wizard.
Please review this entire section before running the Configuration Wizard in order to determine the tracking mechanism that should be deployed. If you choose to deploy The CardioLog Analytics SharePoint feature, the wizard should run with SharePoint administrator privileges.
Step 2 of the Configuration Wizard, Usage Tracking, can be performed either automatically or manually. Please select only one option to configure the Tracking Agent.
(1) Automatically add the JavaScript tracking code to all SharePoint pages served by the WFEs by deploying the CardioLog tracking code through a SharePoint solution.
(2) Automatically add the JavaScript tracking code to all SharePoint pages served by the WFEs by adding the tracking code to init.js in SharePoint 2010/13/16, and core.js in SharePoint 2007 (recommended for test environments only).
(3) Manually add the JavaScript tracking code.
(1) Deploying the 'CardioLog Analytics' SharePoint Feature
CardioLog provides a streamlined solution (cardiologtrackingagentfeature.wsp) for installing the JavaScript tracking code on all of your SharePoint farm pages. This SharePoint solution includes a farm-scoped feature named CardioLog Analytics, which can be activated or deactivated using SharePoint's Central Administration.
Note: Confirm that you have administrator permissions for your SharePoint farm, SharePoint application server and Web Front End server before configuring your servers.
Wait while the wizard installs the cardiologtrackingagentfeature.wsp solution file, deploys the solution throughout all web front ends, and activates the CardioLog Analytics feature. If this step fails, please see "CardioLog Analytics" SharePoint Feature Manual Installation Procedure.
Configuration Wizard Step 2 Installation
To confirm the solution has deployed properly, navigate to SharePoint Central Administration > System Settings > Manage farm solutions
SharePoint Central Administration - Solution Management
In the Solution Properties window, click cardiologtrackingagentfeature.wsp and verify that the solution was successfully deployed to all web front ends.
SharePoint Central Administration - Solution Properties
To view the deployed solution in SharePoint 2010, go to Central Administration > System Settings > Manage farm solutions
SharePoint 2010 - Solution Management
In the Solution Properties window, click cardiologtrackingagentfeature.wsp and verify that the solution was successfully deployed to all web front ends.
SharePoint 2010 - Solution Properties
To view the deployed solution in MOSS 2007, go to Central Administration > Operations > Solution Management
MOSS 2007 - Solution Management
In the Solution Properties window, click cardiologtrackingagentfeature.wsp and verify that the solution was successfully deployed to all web front ends.
MOSS 2007 - Solution Properties
Activate/Deactivate Data Collection
The CardioLog Analytics feature is automatically activated and starts data collection immediately upon installation. The CardioLog Analytics solution may also be manually deactivated and reactivated.
Warning: Deactivating the solution will stop all data collection until reactivated.
To deactivate the CardioLog Analytics feature go to SharePoint Central Administration > System Settings > Manage farm features
SharePoint Central Administration - Manage farm features
To deactivate the CardioLog Analytics feature in SharePoint 2010, go to Central Administration > System Settings > Manage farm features
SharePoint 2010 - Manage farm features
To deactivate the CardioLog Analytics feature in MOSS 2007, go to Central Administration > Operations > Manage farm features
MOSS 2007 - Manage farm features
Note: The CardioLog Analytics SharePoint Feature will work only for master pages which contain the following control in the head section:
<SharePoint:DelegateControl runat="server" ControlId="AdditionalPageHead" AllowMultipleControls="true"/>
This control is included in the master pages for all SharePoint templates, except the MOSS 2007 Publishing Site master page. Add this control to all MOSS 2007 Publishing Site master pages, right before the closing </HEAD> tag. Alternatively, you can also use a top master file, which is included in all of the Publishing Sites master pages, in order to perform a single update.
(2) Automatically add the JavaScript tracking code
Notes: This step should be done for each WFE. The CardioLog service account must have write permissions to the SharePoint template directory:
[SharePoint 2016 Server]\%PROGRAMFILES%\Common Files\Microsoft Shared\web server extensions\16\TEMPLATE
[SharePoint 2013 Server]\%PROGRAMFILES%\Common Files\Microsoft Shared\web server extensions\15\TEMPLATE
[SharePoint 2010 Server]\%PROGRAMFILES%\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE
[SharePoint 2007 Server]\%PROGRAMFILES%\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE
In the Usage Tracking dialog, select "Yes, add the tracking code to my SharePoint INIT.JS files" and enter the SharePoint WFE server names, to allow CardioLog to automatically add the tracking code to all SharePoint pages served by the all the WFEs in your farm (the tracking code is added to init.js in SharePoint 2010, SharePoint 2013 and SharePoint 2016, and core.js in SharePoint 2007).
Note: If your SharePoint website runs on SSL, you will have to create a certificate for the CardioLog website and configure it to enable SSL. See how to configure the Tracking Agent with SSL for more details.
Alternatively, you can install the CardioLog Analytics SharePoint Feature.
Step 2 - Usage Tracking Installation Options
(3) Manually Add a JavaScript tracking Code
If you wish to add the tracking code yourself - select "No, I will add the tracking code myself." and copy the JavaScript tracking code to a common page component of your choice, including master pages, page toolbars, Web Parts, headers or footers. If you choose a common JavaScript (.js) file, verify you have removed the opening and closing <script> tags, or you will not be able to correctly collect usage data.
Click Next to continue, which will start the event collection test.
Otherwise,
