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  • Create scheduled reports that can be distributed through email
  • Create scheduled reports that can be exported to CSV and PDF
  • Publish reports within SharePoint using a Web Part or report links
  • Create ad-hoc reports and view real-time reports for any and all items and pages
  • Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (under Via the Site Actions menu)

 

Phase

Duration 

Training Overview

Phase A

Basic training for
end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A) 

  • Introduction
  • Analytics reports gallery overview
  • How to create and copy reports
  • How to create reports based on templates
  • How to set permissions for reports
  • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
  • How to set an email distribution list for scheduled reports
  • How to drill down report data

Phase B

Advanced training for
end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A)

  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • How to create report templates
  • How to configure data collection filters
  • How to create and configure surveys and message bars
  • How to display tailored content in SharePoint to different visitor segments

Phase C

Practical training workshop
for end-users

4 hours

(Live - 2 hours of basic training; 2 hours of advanced training)

  • Design custom analytics reports
  • Create reports based on your analytics requirements
  • Create surveys and message bars to engage your portal audience and collect user feedback

...

Phase

Duration 

Training Overview

Phase A

Basic Knowledge knowledge for administratorsAdministrators

3.5 hours

(3:00 hours hour recorded lecture, 30 minutes minute live Q&A)

  • Introduction
  • Architecture
  • Configuring system System service components configuration
  • Data collection filters
  • Security and permissions
  • System configuration
  • System Diagnostics
  • Importing history data using the IIS Logs Import logs import tool

Phase B

Advanced Training training for administratorsAdministrators

Part 1: 3 hours

(2:30 hours hour recorded lecture, 30 minutes minute live Q&A)

Part 2 - 2.5 hours

(2:00 hours hour recorded lecture, 30 minutes minute live Q&A)

  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • Optimization and Fine Tuning
  • How to configure monitoring Monitoring configuration for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
  • How to configure PII (Personally Identifiable Information) Concealmentconcealment configuration
  • Configuring User Categories - category configuration from Active Directory attributes, SharePoint user profiles, custom sources
  • Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API
  • Develop client applications that request data from the CardioLog reporting engine using the Data Export API

Phase C

Q&A Training training for administratorsAdministrators

2 hours (live)Administrators hour live Q&A
  • Administrator Q&A
  • Configuring, optimizing and monitoring your system

...

B.   SharePoint Marketing Suite - Professional and Enterprise Editions

  Editions: Training available for Professional and Enterprise Editions

End User Roles

1.        Web Analytics

This training is designed for end-users, content administrators, web managers and analysts who create and share analytics reports, which can be published and distributed in the following ways:

  • Creating Create scheduled reports that can be distributed through email
  • Creating Create scheduled reports that can be exported to CSV and PDF
  • Publication of Publish reports within SharePoint using a Web Part or report links
  • Creating Create ad-hoc reports and view real-time reports for any and all objects (items and pages)
  • Automatic production of Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (under Via the Site Actions menu)

Phase

Duration 

Training Overview

Phase A

Basic Knowledge knowledge for
end-users

3 hours

(2:30 hours hour recorded lecture, 30 minutes minute live Q&A)

  • Introduction
  • Analytics reports gallery overview
  • How to create and copy a reportreports
  • How to create a report reports based on a templatetemplates
  • How to set permissions for a reportreports
  • How to export a report reports to Excel, PDF or as a Microsoft SharePoint Web PartParts
  • How to set an email distribution list for a scheduled reportreports
  • How to drill down report data

Phase B

Advanced Training training for
end-users

2 hours

(1:30 hours hour recorded lecture, 30 minutes minute live Q&A)

  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select a template templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • How to create report templates
  • How to configure data collection filters

Phase C

Workshop & practicalities
Practical training workshop for end-users

4 hours

(2 hour live - 2 hours for the basic training and 2 hours for the hour live advanced training)

  • Design your custom analytics reports
  • Create reports based on your analytics requirements

 

2.          Marketing and Optimization

...

Phase

Duration 

Training Overview

Phase A

Basic Knowledge knowledge for marketersMarketer

 4 hours

(3:30 hours recorded lecture, 30 minutes live Q&A)

  • Goals and Goal Funnels
  • Visitor Segments
  • Segments based on personal information
  • A/B and Multivariate Tests
  • Behavioral Targeting
  • Voice of Customer (Surveys)
  • Message Bars
  • Campaigns
  • Shorten Links
  • SEO

Phase B

Workshop & Practicalities
for MarketerPractical training workshop for marketers		 2 hours (live) 
  • Optimize your website by creating A/B and multivariate tests, and behavioral targeting rules based on your marketing goals
  • Create surveys and message bars based on your marketing requirements to engage your site audience and collect user feedback
  • Create shorten links and campaigns

 

Administrator Roles

This training is designed for SharePoint Marketing Suite system administrators.

...

Phase

Duration 

Training Overview

Phase A

Basic Knowledge knowledge for administratorsAdministrators		 

3.5 hours

(3:00 hours hour recorded lecture, 30 minutes minute live Q&A)

  • Introduction
  • Architecture
  • Configuring system System service components configuration
  • Data collection filters
  • Security and permissions
  • System configuration
  • System diagnosticsDiagnostics
  • Importing history data using the IIS Logs Import logs import tool

Phase B

Advanced Training training for administratorsAdministrators		 Part 1: 3 hours

(2:30 hours hour recorded lecture, 30 minutes minute live Q&A)

Part 2 - 2.5 hours

(2:00 hours hour recorded lecture, 30 minutes minute live Q&A)

  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • Optimization and fine-tuning
  • How to configure monitoring for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
  • How to configure User Categories - Active Directory attributes, SharePoint user profiles, custom sources
  • CRM integration (i.e., SalesForce, Microsoft Dynamics, etc.)
  • Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API
  • Develop client applications that request data from the CardioLog reporting engine using the Data Export API

Phase C

Q&A Training training for administratorsAdministrators

 2 hours (live)
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system