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In order to monitor multiple SharePoint farms per adaptor, please do the following:

Configuring the SharePoint Farm Tree Structure
  1. Add the required SQL permissions to the CardioLog service account - db_datareader for the SharePoint portal content database, and grant read access to the SharePoint TEMPLATE folder.
  2. Configure event collection by deploying the JavaScript tracking code on all SharePoint WFEs. This can be done by installing the CardioLog Analytics tracking agent feature or by inserting the code manually (to your master pages, or to init.js in SharePoint 2010 and SharePoint 2013, core.js in SharePoint 2007)
  3. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  4. Click Add Farm, and then select your SharePoint version.
  5. In the SharePoint Tree Adaptor dialog, fill out the following fields:
    • Name - This is the title of the farm folder which will be displayed in the CardioLog tree structure in the Analysis Center. Example: "SharePoint 2013"
    • Server Name - The SharePoint server name.
    • Database Server - The SharePoint database instance name.
    • SharePoint Configuration Database Name - The SharePoint configuration database name. Example: "SharePoint_Config"
    • SharePoint Profile Database Name - Optional. Used when configuring user categories from SharePoint user profiles.
    • Authentication - Database authentication type. Click Set to choose between Windows Integrated and SQL Server Authentication).
    • SharePoint TEMPLATE Directory - This is the full path for the SharePoint 'TEMPLATE' directory. Example: "\\<sharepoint server name>\C$\Program Files\Common Files\Microsoft Shared\Web Server Extensions\XX\TEMPLATE\" (XX - 12 for MOSS 2007, 14 for SharePoint 2010, 15 for SharePoint 2013)
    • Advanced Settings - Select the additional import and transfer preferences you would like to include.
       

    System Configuration - SharePoint Tree Adapter

  6. In the Web Sites section, select a web application zone and click the magnifying glass icon.

     
    System Configuration - SharePoint Tree Adapter - Select Zone
     
  7. Select the web application/s you want to monitor, then click Save.

     
     System Configuration - SharePoint Tree Adapter - Select Web Sites
     
  8. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day, after the Portal Tree Updates job execution. The updated tree structure will be displayed in Analysis Center (Object Explorer).
Configure the CardioLog Analytics Tracking Code
  1. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm > Additional Actions > Click on Install Tracking Feature.

    Image Added 
    System Configuration - SharePoint Tree Adapter - Install Tracking Feature
     
  3. Select Farm > Click on Install.

    Image Added
    Install Tracking Feature

    This action will automatically deploy the 'CardioLog Analytics' farm level solution and copy the tracking agent code to all 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.
  4. Temporary downtime of SharePoint is required while deploying the 'CardioLog Analytics' solution. In case you would like to install it manually follow this guide: 'CardioLog Analytics' SharePoint Feature Manual Installation Procedure.

 

Anchor
collecting document
collecting document
Import Document Versioning Information for your SharePoint Lists and Libraries

In order to take full advantage of document modification reports, turn on versioning for your SharePoint lists and libraries. Versioning is the method by which successive iterations of a given document are numbered and saved.

To collect document versioning information from SharePoint:
 

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to collect document versioning information from.
  3. Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.

     
    SharePoint Tree Adaptor - Import Document Versioning
     
  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Portal Tree Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.

Anchor
import social
import social
Import Social Information for your SharePoint Farm

SharePoint offers a variety of out-of-the box social features such as content likes, rating and ranking, sharing content, following content, and more.

To import social information from SharePoint 2013 and perform detailed analysis of the site's social activity:

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to collect social information from.
  3. Check "Import social information for your SharePoint farm" in the Advanced Settings section.


    SharePoint Tree Adaptor - Import Social Information

  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Social Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.

Anchor
import metadata
import metadata
Import metadata 

To import metadata fields for your SharePoint list items, documents or sites and perform detailed analysis based on this information:

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to import metadata information from.
  3. Check "Import metadata information for your SharePoint list items, documents or sites" in the Advanced Settings section.

     
    SharePoint Tree Adaptor - Import Metadata Information
     
  4. Click Manage Metadata to select the metadata fields you would like to import.

     
    SharePoint Tree Adaptor - Manage Metadata
     
  5. Click Add to add SharePoint metadata fields.
  6. Select the metadata field type - Open Text attribute or Managed Metadata (term set) attribute.
  7. For Open Text attributes click Add attribute, type the field name and click Save.

     
    Add SharePoint Metadata field - Open Text Attribute
     
  8. For Managed Metadata attributes, select the fields you would like to import and click Save.

     
     Add SharePoint Metadata field - Managed Metadata (term set) Attribute
     
  9. Select the SharePoint content type for each metadata field.

     
    SharePoint Tree Adaptor - Manage Metadata - Select Content Type
     
  10. Click Save at the bottom of the page to confirm.
  11. In the Administration navigation pane, click CardioLog Scheduling Service.
  12. Click Portal Tree Updates.
  13. Set the Service Schedule and then click OK.
  14. Click Restart Service to activate any changes.

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