Contents
- Editing Service Components
- Usage Data Processing
- Portal Tree Updates
- Transferring the Portal Structure Using the File System
- Transferring the Portal Structure Using SQL
- Collecting Document Versioning Information for your SharePoint Lists and Libraries
- Import Social Information for Your SharePoint Farm
- Report Scheduling
- Active Directory Updates
- SEO Analysis
- Social Updates
Scheduling Service Components
Each service component can be scheduled to run at defined time intervals.
How to Schedule a Service Component
- In the Administration pane, click CardioLog Scheduling Service.
- Simply click the service component you would like to schedule from the main window.
CardioLog Scheduling Service components - The Service Schedule dialog includes the following fields:
Service Schedule - defines the schedule for running the service component:
- Never - The component will not run until a different scheduling option is chosen.
- Once - The component will run once, upon restarting the service
- Every rounded hour - The component runs every hour, on the hour. (Previously named "Hourly" and "Every full hour")
- Every x minutes - The component runs every x minutes beginning from when the service is restarted.
- Every *Day at HH:MM - Using the drop-down menus, choose either Day to run the service daily, or the day of the week if you would like to have the service run weekly. Choose the time of day the service will run in half hour intervals.
Enable Logging - The component's activity is logged. The default log file path is at CardioLog Installation Directory>\CardiologScheduleServices\Logs.
The log file size is limited to 8MB.
Edit Service Dialog - Click OK to confirm your changes.
- In order to commit changes, you must restart the CardioLog Scheduling Service by clicking Restart Service from the top right corner of the main window.
Usage Data Processing
By default, the Usage Data Processing service component processes incoming tracking data from Event Collector every rounded hour, and logging is enabled.
- In the Administration pane, click CardioLog Scheduling Service.
- Click Usage Data Processing.
- Set the Service Schedule and then click OK.
- Click Restart Service to activate any changes.
Portal Tree Updates
The Portal Tree Updates service component retrieves the structure of the portal (monitored environments). This structure is the basis for data aggregations.
- In the Administration pane, click CardioLog Scheduling Service.
- Click Portal Tree Updates.
- Set the schedule type and then click OK.
- Click Restart Service to activate any changes.
Portal Tree Updates - Advanced Settings dialog
Transferring the Portal Structure Using the File System
- To configure SP20XXTree, go to Administrator Guide in the navigation pane and choose System Configuration.
- Click SharePoint Tree Adapter in the main window to view your SharePoint farms
- Click on the SharePoint farm you would like to transfer.
- Check "Transfer the tree structure through file system (XML file)" in the Advanced Settings section.
- Click Save at the bottom of the page to confirm.
System Configuration - SharePoint Tree Adaptor Settings - In the Administration navigation pane, click CardioLog Scheduling Service.
- Click Portal Tree Updates.
- Set the Service Schedule and then click OK.
- Click Restart Service to activate any changes.
Transferring the Portal Structure Using SQL
The hierarchical portal tree can be retrieved through an SQL-SQL data transfer. This configuration process does not use the CardioLog server file system, but rather copies data in bulk from SharePoint databases to CardioLog. As a result, the entire process runs more efficiently as less resources are consumed.
- To configure an SQL-SQL transfer, go to Administrator Guide in the navigation pane and choose System Configuration.
- Click SharePoint Tree Adapter in the main window to view your SharePoint farms
- Click on the SharePoint farm you would like to transfer.
- Make sure that "Transfer the tree structure through file system (XML file)" is NOT selected in the Advanced Settings section.
- Click Save at the bottom of the page to confirm.
Execute the following SQL script against CardioLog database:
UPDATE CardioLog.dbo.tab_global_settings
SET Value = 0
Where Name = N'xmlMode' and Category = N'OMAgent'- In the Administration navigation pane, click CardioLog Scheduling Service.
- Click Portal Tree Updates.
- Set the Service Schedule and then click OK.
Click Restart Service to activate any changes.
Collecting 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, go to Administrator Guide in the navigation pane and choose System Configuration.
- Click SharePoint Tree Adapter in the main window to view your SharePoint farms
- Click on the SharePoint farm you would like to collect document versioning information from.
- Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.
- Click Save at the bottom of the page to confirm.
- In the Administration navigation pane, click CardioLog Scheduling Service.
- Click Portal Tree Updates.
- Set the Service Schedule and then click OK.
- Click Restart Service to activate any changes.
Import Social Information for your SharePoint Farm
SharePoint 2013 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:
- To collect document versioning information from SharePoint, go to Administrator Guide in the navigation pane and choose System Configuration.
- Click SharePoint Tree Adapter in the main window to view your SharePoint farms
- Click on the SharePoint farm you would like to collect document versioning information from.
- Check "Import social information for your SharePoint farm"" in the Advanced Settings section.
- Click Save at the bottom of the page to confirm.
- In the Administration navigation pane, click CardioLog Scheduling Service.
- Click Portal Tree Updates.
- Set the Service Schedule and then click OK.
- Click Restart Service to activate any changes.
- See Social Updates below for more information.
Note - To configure multiple web applications, or to configure multiple farms, see Configuring Usage Tracking and Reporting for SharePoint On-Premise for more information.
Report Scheduling
The Report Scheduling is responsible for automatically generating scheduled reports and distributing them through email.
- In the Administration pane, click CardioLog Scheduling Service.
- Click Report Scheduling.
- Set the schedule type and then click Next.
- In the Service Parameters dialog, fill out the following fields:
- SMTP Mail Server - a full DNS name for the SMTP Server. Example: "smtp.intlock.com"
- Port - the SMTP server port. The default port is 25.
- Use SSL - configure a secure SMTP server with a non-default port.
- SMTP User Name, SMTP Password - these are optional fields, for supplying credentials.
- Report Email subject - The email subject of the automated reports Emails sent to a predefined distribution list.
- Report Email sender - The email sender of the automated reports Emails sent to a predefined distribution list.
- System Administrator e-mail address - a recipients list of service error alerts. Click on Search to find email addresses.
- Click Add to add an email address to the selected recipients list.
- Click OK to confirm your choices.
- Click Restart Service to activate any changes.
Report Scheduling -Service Parameters dialog
Select Users and Groups E-mail Address dialog
Active Directory Updates
CardioLog provides the ability to segment authenticated visitors by their user names and the groups they belong to. The Active Directory Update service component retrieves the list of users and groups directly from Active Directory.
- In the Administration pane, click CardioLog Scheduling Service.
- Click Active Directory Updates.
- Set the schedule type and then click Next.
- In the Service Parameters dialog, fill out the following fields:
- Active Directory Connection String - The FQDN of the Active Directory domain. Example: "mycompany.com"
- Load from external Web service URL - this is an optional field, for loading users from a custom source (by a designated web service). For more information see the CardioLog Advanced Administration Guide
By default it will be populated automatically with the default web service which loads users and groups from AD (http://<CardioLog server name>:<port>/ADTree/default.aspx).
- Active Directory Credentials - this is an optional field.
If the CardioLog Scheduling Service account is a member of your domain, there is no need to supply credentials.
- Click Add to add the Active Directory to the selected Active Directories.
- Select the Active Directory domain in the selected Active Directories box and click Test to test the connection to your domain.
- If you want to add multiple domains, repeat steps 4-6 for each Active Directory domain and fill out the Domain Name field (use the NT domain name). If the CardioLog Scheduling Service account does not have permissions to read from the domain, fill out the credentials.
- Click OK to confirm your choices.
- Click Restart Service to activate any changes.
Active Directory Updates - Service Parameters dialog
SEO Analysis
The SEO Analysis service crawls websites and generate reports automatically. For more information see SEO Reports
- In the Administration pane, click CardioLog Scheduling Service.
- Click SEO Analysis.
- Set the Service Schedule and then click OK.
- Click Restart Service to activate any changes.
Social Updates
The Social Updates service imports social information from SharePoint 2013, Yammer and Sitrion.
To import social information from SharePoint 2013, see "Import Social Information for your SharePoint Farm" above.
To import social information from Yammer, see "Yammer Integration".
To import social information from Sitrion, see "Sitrion Integration".
- In the Administration pane, click CardioLog Scheduling Service.
- Click Social Updates.
- Set the schedule type and then click OK.
- Click Restart Service to activate any changes.