Upgrade Procedure

Upgrading the Tracking Agent

If you have customized the Tracking Agent code in your environment, which is often done if you use a custom search feature on your site, please contact us before upgrading your product.

SharePoint On-Premise

Update the Tracking Agent according to the method you chose to embed the Tracking Agent code in your SharePoint farm when you installed CardioLog:

Using the 'CardioLog Analytics' SharePoint Feature

1. To automatically update the 'CardioLog Analytics' SharePoint Feature and Tracking Agent code open CardioLog Analytics > Administration > System Configuration > SharePoint Tree Adaptor > click on the SharePoint farm > Additional Actions > Click on Update Tracking Feature.
   
   
   SharePoint Tree Adaptor Settings
    
2.  Select Farm > Click on Update.
   This action will automatically retract and remove the 'CardioLog Analytics' solution from the farm, deploy the new solution, and update the tracking agent code located on the SharePoint WFE servers.
   Note: The following permissions and roles are required for the CardioLog user account to update the 'CardioLog Analytics' solution - SharePoint farm administrator, a local administrator on the SharePoint application server and WFEs and "db_owner" on the SharePoint config database.
   
    
   Update Tracking Agent Feature
   
   Temporary downtime of SharePoint is required while updating the 'CardioLog Analytics' solution. In case you would like to update it manually:
   

• 1. Update the Tracking Agent code on the SharePoint WFE servers:
     In the navigation pane, go to Administration > System Configuration > SharePoint Tree Adaptor > click on the SharePoint farm > Additional Actions > Click on Update Tracking Feature and select Web Front End > Enter the WFE server names and click on Update.
     
     
     Update Tracking Agent Code
     
     
  2. Update the 'CardioLog Analytics' solution:

     1. Execute the following commands from command prompt on the SharePoint application server in order to deactivate the feature, retract and remove the solution from your SharePoint farm (edit the directory path: 1X - 12 for MOSS 2007, 14 for SharePoint 2010, 15 for SharePoint 2013):

         

        cd C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\1X\BIN

        stsadm -o deactivatefeature -force -name "CardioLogAnalytics"

        stsadm -o uninstallfeature -force -name "CardioLogAnalytics"

        stsadm -o retractsolution -immediate -name "CardioLogTrackingAgentFeature.wsp"

        stsadm -o execadmsvcjobs

        stsadm -o deletesolution -override -name "CardioLogTrackingAgentFeature.wsp"

        stsadm -o execadmsvcjobs

     2. Go to [CardioLog Installation Folder]\CardioLog\Configuration\AgentFeature\
     3. Copy the solution file "cardiologtrackingagentfeature.wsp" to your SharePoint application server to C:\Program Files\Common Files\Microsoft Shared\web server extensions\1X\BIN folder (1X - 12 for MOSS 2007, 14 for SharePoint 2010, 15 for SharePoint 2013)

     4. Execute the following commands from command prompt in order to add and deploy the solution to the SharePoint farm (edit the directory path):

         

        cd C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\1X\BIN

        stsadm.exe -o addsolution -filename "C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\1X\BIN\CardioLogTrackingAgentFeature.wsp"

        stsadm.exe -o deploysolution -name CardioLogTrackingAgentFeature.wsp -immediate -allowgacdeployment

        stsadm.exe -o activatefeature -name CardioLogAnalytics -force

Adding the JavaScript tracking code to SharePoint common JavaScript files or master pages

Replace the Java Script tracking code with the one found in your CardioLog application. In the navigation pane, go to Administration > System Configuration > Usage Tracking Code (select your SharePoint version).

By default, the JavaScript tracking code is embedded within a common JavaScript file on all of your SharePoint WFEs (Web Front Ends), which typically is one of the following locations relevant to your software versions:

For MOSS 2007 only:
C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\TEMPLATE\LAYOUTS\1033\core.js

For SharePoint 2010 only:
C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\LAYOUTS\1033\init.js

For SharePoint 2013 only:
C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\LAYOUTS\init.js

The tracking code is located at the end of the file, between these comments: "//Intlock tracking code start" and "//Intlock tracking code end"

SharePoint Online

1. Browse to your SharePoint Online site Solution Gallery (edit the website root URL): [https://intlock.sharepoint.com]/_catalogs/solutions/forms/allitems.aspx
2. Deactivate the CardioLog Analytics Integration solution and then delete it.
3. Click Upload Solution > Choose File > select [CardioLog Installation Folder]\CardioLog\Configuration\AgentFeature\Online\CardioLog Analytics Integration.wsp > Activate
4. Browse to CardioLog Analytics Integration solution configuration page (edit the website root URL): [https://intlock.sharepoint.com]/CardioLogAnalytics/Configuration.2.0.8.0.aspx
5. Copy the tracking code from Administration > System Configuration > Usage Tracking Code > SharePoint Online. 
6. Edit the tracking code and verify that the all URLs contained in the tracking code that redirect to the CardioLog application server, have the public DNS name and appropriate protocol. The URLs should be accessible over the internet. Use https if you are tracking secured SharePoint Online site collections and http for public websites.
7. Add the JavaScript tracking code and click OK.
8. You can update the tracking code on all monitored site collections via Administration > System Configuration > SharePoint Tree Adaptor > SharePoint Online > click on Publich tracking code