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CardioLog easily integrates personal user data into reports and provides advanced visitor segmentation capabilities byimporting existing external sourcesby using existing user directories.

Retrieval of additional Additional user information, such as department, gender, and other profile data is performed retrieved by the User Categories Updates service , which retrieves the data from Active Directory attributes or SharePoint User Profiles by default. The User Categories Updates service can also retrieve the data from a custom source (any human resource management system or even custom databases), using a designated web service that supplies the user information.

1. Create the custom user information web service for your organization.
2. Verify that the custom user information web service returns a valid XML response, according to the XML schema, and that .
3. Confirm the CardioLog Scheduling Service user account has sufficient permissions to access (request) the web service.
4. In the navigation pane in CardioLog go in CardioLog go to Administration > System Configuration > User Category Management.
5. Click Add Categories Source > Custom.
   
   
   System Configuration - User Category Management - : Custom Categories Service
   
   
6. Enter a name for the custom user categories source in the Title textboxfield
7. Enter the custom user categories web service URL in the Website URL textbox the website URL text box (Acceptable file extensions are "aspx", "asmx" or "xml").
8. Select Select Yes for Is Web Service = Yes and
9. If you use an .asmx file in the URL field, enter the custom user categories web service method name in the Web Method Name textbox (in case of using "asmx")text box.
10. Click Set and enter user the web service's user credentials if required in order to access the web service.
11. Click Save and restart the Go to CardioLog Scheduling Service under Administration in the navigation pane and click Restart Service in the upper right hand corner.
12. After the next run of thescheduled User Categories Updates service, your user categories will be added to the Active Directory attributes will be made available in the Visitor Segments filter of each report, under User Categories.

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Custom User Categories Web Service Schema

The user information web service should be exposed by a web page which provides an XML string response, according to the following . Follow this format: 

Field Definitions:

• username: the user account name (should match the accountName field in the organization structure)
• categoryName: the designated category name.
• categoryValue: the assigned category value.