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Contents

  • Configuring Data Collection for Anonymous Users
  • Monitoring Authenticated Users in an Anonymous Environment After They Sign In
    • Retrieving the SharePoint Signed-In User
    • Retrieving the User ID Programmatically
  • Configuring the Tracking Agent with SSL
  • Configuring Timeouts for the Tracking Agent
    • Setting a Timeout for Tracking Usage Data
    • Setting a Timeout for Content Personalization
  • Configuring Session Idle Time
  • Capturing Time on Site for Single-Page Visits
    • Fire "Pulse" Events Intermittently for Continual Recording
    • Measure the Time Between Visits to Different Pages

Table of Contents

Anchor
configuring anonymous
configuring anonymous
Configuring Data Collection for Anonymous Users

CardioLog can identify anonymous users by logging across multiple pages and multiple visits on your site using two methods. CardioLog can log their workstation IP address, or by creating create a unique id and storing store it in a browser cookie on the user's device.

Anchor
cookies
cookies
Using Unique Cookies

...

...

Perform the following steps in order to configure data collection for anonymous users, using a unique ID. Note: By default, the user name will be a unique ID logged in the format "Anonymous_XXXX" 
 

  1. Edit the [Installation directory]\CardioLogAgent\

    js\AgentEmbed.js,

    web.config file and set the value of the "SupportAnonymousUsers"

    parameter

    and "overwriteConnectedUser" keys to "true" like so:

    In versions lower than 2.0.8.0
    In [Installation directory]\CardioLogAgent\AgentEmbed.aspx, set the "SupportAnonymousUsers" parameter to "true":
    element.SupportAnonymousUsers = true;
    Info
    iconfalse

    <add key="SupportAnonymousUsers" value="true" />
    <add key="overwriteConnectedUser" value="true" /> 

  2. In the file system, verify that the [Installation directory]\CardioLogAgent directory security allows access for anonymous users:
    Right click on the [Installation directory]\CardioLogAgent directory, choose Properties > Security > Add > Add the ANONYMOUS LOGON user.
  3. In IIS Manager, verify that the CardioLogAgent web application directory security allows Anonymous Access: 
    Click the CardioLogAgent web application in IIS, choose Authentication, enable Anonymous Authentication and disable Windows Authentication.
    In 
    [Installation directory]\CardioLogAgent\Web.config, set the "overwriteConnectedUser" parameter to "true":

    <add key="overwriteConnectedUser" value="true" />

Note: By default, the user name will be a unique ID logged in the format "Anonymous_XXXX"[Installation directory] 
  1.  
  1. - by default, the CardioLogAgent folder is located in the CardioLog Installation folder. If the CardioLog Analytics SharePoint feature is installed, the CardioLogAgent folder is located on all SharePoint WFEs (Web Front Ends) under the SharePoint website "_layouts" folder.

Anchor
monitoring users
monitoring users
Monitoring Authenticated Users in an Anonymous Environment After They Sign In

CardioLog can identify authenticated users in an anonymous environment by retrieving their user name from SharePoint or using manual configuration.

Anchor
retrieving sharepoint
retrieving sharepoint
Retrieving the SharePoint Signed-In User Information

CardioLog can identify authenticated users in an anonymous environment by retrieving the signed in user ID from SharePoint.
In Perform the following steps in order to extend the configure the tracking code to retrieve the user ID from SharePoint:
Configure
  1. Follow the steps above for configuring the tracking agent for anonymous users.
  2. Edit the following key in the [Installation directory]\CardioLogAgent\web.config

file under the <appSettings> section:<add key=
  1. file and set the value of the "UseSPAuth"

value=
  1. key to "true"

/>
In versions earlier than 2.0.8.0:
  1. Configure the tracking agent for anonymous users.
  2. Add the following key to the [Installation directory]\CardioLogAgent\web.config file under the <appSettings> section:

    like so:

    Info
    iconfalse

    <add key="

    GetUserNameCustom

    UseSPAuth" value="

    function GetUsername() { __trace(&quot;GetUsername&quot;); var currentUsername = __readCookie(&quot;_userid&quot;); var currentUserId = __readCookie(&quot;spUserid&quot;); if (typeof(_spPageContextInfo) != &quot;undefined&quot;) { if (!currentUserId || currentUserId != _spPageContextInfo.userId) { currentUsername = null; __saveCookie(&quot;spUserid&quot;, _spPageContextInfo.userId, 1000, element.CookieDomain); } } var useridInput = this.document.getElementById(&quot;userid&quot;); if (useridInput &amp;&amp; useridInput.value != &quot;&quot;) { currentUsername = useridInput.value; } else if (currentUsername == null || currentUsername == &quot;&quot;) { if (typeof (getSPUserAccount) != &quot;undefined&quot;) { currentUsername = getSPUserAccount(); } else { currentUsername = &quot;Anonymous_&quot;+Math.random()*100000; } } __saveCookie(&quot;_userid&quot;, currentUsername, 1000, element.CookieDomain); __trace(&quot;GetUsername return: &quot;+currentUsername); return currentUsername; }"/>Add the following code to the [Installation directory]\CardioLogAgent\SP20XX_1.2.js file (Where XX is 10 for SharePoint 2010; 13 for SharePoint 2013), OR if you are using MOSS 2007, the [Installation directory]\CardioLogAgent\MOSS2007_1.2.js file.
    [Installation directory] 

    true"/>

    [Installation directory] - By default, the CardioLogAgent folder is located in the CardioLog Installation folder. If the CardioLog Analytics SharePoint feature is installed, the CardioLogAgent folder is located on all SharePoint WFEs under the SharePoint website "_layouts" folder.

  3. Append the following code to the end of the file:

function normalizeSPUserAccount(userName) {
// return userName;
var splitedTokens = userName.split("|");
return splitedTokens[splitedTokens.length - 1].replace("&nbsp;", "");
}

//this function is used to retrieve user account for sharepoint online
function getSPUserAccount() {
var _current_user_name = "Anonymous_" + Math.random() * 100000;
var url = window.location.protocol + "//" + window.location.host;

if (typeof _spPageContextInfo !== "undefined") { //2010,2013,Online
url += _spPageContextInfo.webServerRelativeUrl;
}
else if (L_Menu_BaseUrl) { //2007
url += L_Menu_BaseUrl == "" ? "/" : L_Menu_BaseUrl;
}
url += "/_layouts/userdisp.aspx?Force=True&d=" + new Date().getTime();

var xmlhttp;
if (window.XMLHttpRequest) { // code for IE7+, Firefox, Chrome, Opera, Safari
xmlhttp = new XMLHttpRequest();
} else { // code for IE6, IE5
xmlhttp = new ActiveXObject("Microsoft.XMLHTTP");
}
xmlhttp.open("GET", url, false);
xmlhttp.send(null);
if (xmlhttp.statusText == "OK") {
try {
if (!(typeof __Page === 'undefined'))
var spenv = __Page.agent;
var strToSearch = '<td valign="top" class="ms-formbody" width="350px" id="SPFieldText">'; //2013,online
if (!(typeof spenv === 'undefined')) {
if (spenv.indexOf("2010") != -1)
strToSearch = '<td valign="top" class="ms-formbody" width="450px" id="SPFieldText">';
else if (spenv.indexOf("2007") != -1)
strToSearch = '<TD valign="top" class="ms-formbody" width="450px" ID="SPFieldText">';
}
var pos = xmlhttp.responseText.indexOf(strToSearch);
if (pos >= 0) {
var dispnamePropertiesHtml = xmlhttp.responseText.substring(xmlhttp.responseText.indexOf(strToSearch) + strToSearch.length, xmlhttp.responseText.length);
dispnamePropertiesHtml = dispnamePropertiesHtml.toLowerCase();
dispnamePropertiesHtml = dispnamePropertiesHtml.substring(0, dispnamePropertiesHtml.indexOf('</td>') - 5);
dispnamePropertiesHtml = dispnamePropertiesHtml.substring(dispnamePropertiesHtml.indexOf('-->') + 3, dispnamePropertiesHtml.length);
_current_user_name = normalizeSPUserAccount(dispnamePropertiesHtml.trim());
}
} catch (ex) {
__trace(ex.message);
}
}
if (!_current_user_name || _current_user_name == "") {
_current_user_name = "Anonymous_" + Math.random() * 100000;
}
return _current_user_name;
}

Anchor
retrieving user ids
retrieving user ids
Retrieving the User ID Using Manual Configuration

CardioLog can identify authenticated users in an anonymous environment by retrieving the user name manually from a unique element value that is hidden in the client side code.
In Perform the following steps in order to extend the configure the tracking code to retreive retrieve the user ID manuallyfrom SharePoint:

  1. Configure Follow the steps above for configuring the tracking agent for Anonymous anonymous users.
  2. Pass the user's account name through SharePoint's server side code to a hidden element called "userid" in the client side code, like so:

    Info
    iconfalse

    <input type="hidden" id="userid" name= "userid" value="DOMAIN\useraccountname">


    For example, you can retrieve the user name from the _spUserId JavaScript global variable in SharePoint.
    To verify this variable exists in your SharePoint pages, browse to a SharePoint page and enter javascript:alert(_spUserId) in the browser address bar. Verify that you see a popup with a valid

Id number.
  1. ID number.

  2. Edit the following key in the [Installation directory]\CardioLogAgent\web.config file and set the value of the "ForceRegexFirst" key to "true" and the "FixClaimsUserAccountRegex" key to a blank value like so:

    Info
    iconfalse

    <add key="ForceRegexFirst" value="true"/>
    <add key="FixClaimsUserAccountRegex" value=""/>

    [Installation directory] - By default, the CardioLogAgent folder is located in the CardioLog Installation folder. If the CardioLog Analytics SharePoint feature is installed, the CardioLogAgent folder is located on all SharePoint WFEs under the SharePoint website "_layouts" folder.

Anchor
configuring ssl
configuring ssl
Configuring the Tracking Agent with SSL

The CardioLog tracking agent can be easily configured to work with SSL, to avoid possible authentication prompts, or browser security messages when working with SSL in SharePoint.

Upon activating CardioLog, the Configuration Wizard will be displayed. This wizard will help you configure the Tracking Agent - Agent, a tool designed to monitor visitor behavior in SharePoint.

In order to configure the tracking agent to work with SSL, perform the following steps:

In IIS, configure the CardioLog web site to enable both http and https calls (set an SSL port and add a server certificate)

 

  1. In Step 2 of the Configuration Wizard,
click Show Advanced Settings and check Require secure channel (SSL)

Alternatively, do one of the following instead (in order to avoid possible authentication prompt or browser security messages when working with SSL):

  1. In Step 2 of the Configuration Wizard, install the "CardioLog Analytics" SharePoint feature.
  2. Skip Step 2 of the Configuration Wizard and manually install the Tracking Agent web application on the SharePoint machine (perform the following steps for every WFE):
Create a CardioLogAgent folder under the SharePoint _layouts folder:
"_layouts" folder location on MOSS 2007:
C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\TEMPLATE\LAYOUTS\
"_layouts" folder location on SharePoint 2010 and SharePoint 2013:
C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\LAYOUTS\
  • Copy the installation files into the new folder from [CardioLog Installation Folder]\CardioLogAgent\.
  • Open IIS on the SharePoint machine, create a new virtual directory named CardioLogAgent under the SharePoint website "_layouts" folder, which points to the copied CardioLogAgent folder.
  • Set the following properties for the new virtual directory - ASP.NET 2.0, Integrated Windows Authentication. Verify that you can browse to  https://sharepointportal/_layouts/CardioLogAgent/AgentEmbed.aspx
  • Open the copied CardioLogAgent directory, open the web.config file and edit the following keys, located in the <appSettings> section:

    <add key="CardioLogAgentRoot" value="/_layouts"/> 

  • Edit the Java Script tracking code to change the Tracking Agent location.
    By default, the Java Script
    1. deploy the CardioLog Analytics SharePoint feature.
    2. In case you select to automatically add the JavaScript tracking code to SharePoint common JavaScript files or master pages instead:
      1. Configure SSL for the CardioLog web application.
      2. Edit the following keys in the Java Script tracking code:

        Info
        iconfalse

        cad.src = 'https://[domain name]/CardioLogAgent/getCAData.aspx?r='+Math.random();
        ca.src = 'https://[domain name]/CardioLogAgent/ca.aspx?u='+document.location.href;
        tt.src = 'https://[domain name]/CardioLogAgent/AgentEmbed.aspx?env=[SharePoint version]';

        [domain name] - the Fully Qualified Domain Name (FQDN) for the CardioLog web application.
        [SharePoint version] - the SharePoint version: MOSS2007, SP2010, SP2013, SP2016 or SPOnline.

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

        By default, the JavaScript tracking code is embedded within a common

    Java Script
      1. JavaScript file on all of your SharePoint WFEs

    -
      1. (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
      1. [language code]\core.js

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

    1033 [SharePoint version]: MOSS2007, SP2010 or SP2013Verify event collection.
    Click Ctrl+F12 or the "Agent Console" bookmark and wait for several seconds. Verify that you see the tracking agent console.
    To add the "Agent Console" bookmark to your browser, follow the instructions in http://cardiolog_server_name:port/CardioLog/Configuration/AgentConsoleBookmarklet.aspx (edit the CardioLog server name and port).
      1. [language code]\init.js

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

    The code is located at the end of the file, between these comments: "//Intlock tracking code start", "//Intlock tracking code end".
    ca.src='/_layouts/CardioLogAgent/ca.aspx?_random='+Math.random();
    tt.src='/_layouts/CardioLogAgent/AgentEmbed.aspx?env=[SharePoint version]&r='+Math.random()*100000;

      1. For SharePoint 2016 only:
        C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\TEMPLATE\LAYOUTS\init.js

    Anchor
    configuring timeouts
    configuring timeouts
    Configuring Timeouts for the Tracking Agent

    Anchor
    setting timeout tracking
    setting timeout tracking
    Setting a Timeout for Tracking Usage Data

    To configure the timeout settings for the Tracking Agent when the EventCollector web application is not available, edit the following keys in [Installation directory]\CardioLogAgent\Web.config file (time values are in milliseconds):

    Info
    iconfalse

    <!-- Timeout in case the EventCollector web application is not available (the default is 10 seconds).-

    -

    >

    <add key="requestTimeOut" value="10000" />

    <!-- How long to wait before trying again to access the EventCollector web application (the default is one minute).--


    <add key="serverResponseTimeOut" value="60000" />

     [Installation directory] - by By default, the CardioLogAgent folder is located in the CardioLog Installation folder. If the "CardioLog Analytics " SharePoint feature is installed, the CardioLogAgent folder is located on all SharePoint WFEs under the SharePoint website "_layouts" folder.

    Anchor
    setting timeout content
    setting timeout content
    Setting a Timeout for Content Personalization

    Information about the visitor segments is downloaded to the client's browser with each page request. The JavaScript code hides code briefly hides the content of the page, adds or modifies page elements, and finally then re-displays the page according to visitor segments.In the relevant visitor segment(s). In order to personalize the page content, the default timeout for loading the visitor segments information is 5 seconds.
    To configure the timeout setting in case of a connection error, edit the following key in the JavaScript tracking code (Time value is in milliseconds):

     

    Info
    iconfalse

    var iignoreca = setTimeout(ignoreca, 5000); 

     

    By default, the Java Script tracking code is embedded within a common Java Script file on your SharePoint WFEs
    -
    according to the relevant software version you have installed:

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

    1033

    [language code]\core.js

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

    1033

    [language code]\init.js

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

    For SharePoint 2016 only:
    C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\TEMPLATE\LAYOUTS\init.js


    If the 

    ""

    SharePoint feature is installed, the Java Script tracking code is embedded within a Java Script file on your SharePoint WFEs

    -

    according to the version you currently have installed:

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

    For SharePoint 2010

    and

    /SharePoint 2013/SharePoint 2016 only:
    C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\LAYOUTS\CardioLogAgent\CardioLogAgent.js

    Anchor
    configuring idle
    configuring idle
    Configuring Session Idle Time

    Visits

    (Sessions)

    sessions are defined as the activity of one visitor within a single browser session. If a user is inactive on your site for 30 minutes or more, any future activity will be attributed to a new session. Users that leave your site and return within 30 minutes will be counted as part of the original session. 
    To set the maximum idle time after which the session

    id

    ID is reset, edit the following key in [Installation directory]\CardioLogAgent\

    js\AgentEmbed

    web.

    js

    config file (Time value is in minutes):

    element.SessionTimer = 30; // Renew session (in minutes)
    on

    On Site for Single-Page Visits

    Time on site is calculated by adding up the time a visitor spends on a page, for

    each

    every page in

    the

    a session,

     including

     including the last page in the session.

    Learn

    To learn more

    about 
    Fire "pulse" events every few seconds for continual recording

    Anchor
    fire pulse
    fire pulse
    Fire Pulse Events Intermittently for Continuous Recording

    By default, CardioLog Analytics JavaScript tracking code fires "pulse" events every few seconds, until the visitor leaves the page either by navigating away from it or by closing the browser.  
    These "pulse" events are then processed by the reporting engine to calculate the overall amount of time a visitor spends on a page in a more accurate way, including single-page and last-page visits.

    To configure the

    "

    pulse

    " events

    event time intervals, edit the following keys in [CardioLog Installation directory]\EventCollector\web.config file: (Time values are in milliseconds)

    Info
    iconfalse

    <!-- The starting interval (default 3 seconds) - the first ping event will be sent after a visitor spends 3 seconds on the page. -->
    <add key="PingInterval" value="3000" />

    <!--

     The

     The time taken from minimum to maximum interval (default 30 seconds) - ping events will be sent every 3 seconds in the first 30 seconds a visitor is on the page. -->
    <add key="PingIntervalAscendTime" value="30000" />

    <!--

     The

     The final interval (default 30 seconds) - ping events after a visitor spends 30 seconds on the page will be sent every 30 seconds. -->
    <add key="PingIntervalMax" value="30000" /> 

    Finding

     

    Note: Determining the optimal ping configuration to reduce traffic to

    the

    your CardioLog server, and still get accurate visit duration reports

    ,

    depends on a few factors

    -

    , but primarily the amount of traffic and common user

    behaviour

    behavior on the portal should be considered.

    • PingInterval -
    You can change this value to 5 seconds (which is still
    • We recommend a value of 5 seconds as a reasonable "bounce" value
    )
    • , when considering the time it takes to fully load
    the home
    • a designated page. 
    • PingIntervalAscendTime -
    You can change this value to 5-
    • We recommend a value between 5 and 10 seconds.
    • PingIntervalMax - If the portal is a work tool for your end users, and they usually spend more than a minute on it, you can change this value to 60 seconds.
    Measure the

    Anchor
    measure time between
    measure time between
    Measure Time Between Visits to Different

    Pages 

    Pages 

    CardioLog Analytics can calculate time on site by measuring the time between visits to different pages on your site

    - meaning, for

    . For example,

    that

    if a

    visitor clicks on

    user visits Page A at

    11 A.M.

    4:15 PM. and then

    on

    Page B at

    11.05 A.M.

    4:20 PM, the time spent on Page A will be reported as five minutes.

     
    A

     A "duration" event will be sent only when the visitor leaves the page and goes to another page,

    reducing

    in order to reduce traffic to the CardioLog server. 

    If a user only visits a single page, it may not be possible to determine the length of time the visitor spent on the site.

    Something

    An action has to occur to

    fire off

    trigger the

    Java Script

    JavaScript tracking code and

    that's usually

    the most common is a click to

    go

    navigate to another page.

    To measure time on site

    with "

    using duration

    "

    events, and

    turn off "

    to disable pulse

    "

    events, edit the following key in [Installation directory]\CardioLogAgent\js\AgentEmbed.js file:

    element
    Info
    iconfalse

    /**
    * @property Ping
    * @type {Boolean}
    * @default true
    */
    _caConfig.Ping = false;

    [Installation directory] -

    by

    By default, the CardioLogAgent folder is located in the CardioLog Installation folder. If the 

    ""

    SharePoint feature is installed, the CardioLogAgent folder is located on all SharePoint WFEs under the SharePoint website "_layouts" folder.