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- From the navigation pane in CardioLog go to Administration > CardioLog Scheduling Service > User Category Updates.
- Set the service Scheduling Type to Daily at 00:00.
- Click OK.
- From the Administration navigation pane, select System Configuration, and then select User Category Management from the main window.
- Click Add Categories Source and select SharePoint.
User Category Management: Select Source - Title your SharePoint Category.
- Select the SharePoint Adaptor version you would like to access from the drop down menu if the correct one isn't chosen automatically.
User Category Management : - SharePoint Categories Service - For Categories, click Add to include any additional category types you would like available in all relevant reports.
SharePoint Categories Service dialogue window - Add Categories - In the SharePoint Categories Service dialogue window, search for any category types you would like to add.
SharePoint Categories Service: Search Categories - Enable the check box next to all categories you would like to include. Click Save to continue.
- In the Active Directory Categories Service main window, check the box next to a category and click Remove to make the given category unavailable in all relevant reports and analysis. You may also perform this action at any time following configuration.
- Click Save to confirm any changes and return to the dashboard.
- Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
- After the next run of the User Categories Updates service, your SharePoint User Profile properties will be added to the Visitor Segments filter of each report, under User Categories.
User Category Management - SharePoint Source - Add Category
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Note: The User Categories filter can only be applied once the User Categories Updates is configured, not retroactively. In order to map usage data history to user categories please contact us.
CardioLog also allows for custom user category management from other sources. For more information see Custom User Categories Adaptor for formatting and import options.
User Category Management: Custom Source