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  1. Open a new browser window and click Next Step.
  2. Delete your browser temporary internet files and click Next Step.
  3. Browse through at least 3 pages on your SharePoint website and click Next Step.
  4. Click Test Event Collection
  5. In the SharePoint Adaptor dialog, enter the SQL server instance name and the SharePoint configuration database name for your farm. Specify the authentication method used to connect to the database, then click Next.
    Note:  All SharePoint configuration and content databases need to allow Read Permissions for the CardioLog service account In order to edit the tracking code, you will need to be assigned the SharePoint Administrator role in Office 365 Admin Center, found under Customized Administrator when editing User Roles in MS Office 365.


    Step 3 - SharePoint Adaptor

  6. In the SharePoint Adaptor dialog, select the SharePoint website(s) you would like to report on. 
  7. Enter the name of one of your SharePoint Web Front Ends, then click Next.
    Note: Loading your SharePoint tree structure may take several minutes, depending on the number of items in the selected web sites.




    Step 3 - SharePoint Adaptor Web Site Selection

  8. In the SharePoint Adaptor dialog, expand the web site tree and verify that it shows your desired SharePoint web application, then click Next.
  9. In the Usage Data Processing dialog, wait until the CardioLog Scheduling has activated, then click Next.
  10. In the Finish dialog, you should be created with a confirmation that everything has been properly configured, and then you can click Finish. Click Show Raw Usage Data to view the usage events collected thus far. All data will be available in reports within the next hour.
  11. Assign roles for users.
  12. Configure email alerts for scheduled services and event collection thresholds that will be sent to the administrator.
  13. Configure the Active Directory Update Service in order to segment authenticated visitors by their user names and their groups.

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