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Once you have installed the CardioLog Analytics SaaS add-in for SharePoint from the Office Store, you will then be directed to a configuration screen.

The configuration contains four simple steps that walk you through setting up data collection and connecting to Power BI.


 

CardioLog SaaS Configuration Screen

 

Step 1: Choose Sites To Track

In this step you can select which site collections you would like to see data for. Sites are only tracked once they are selected.

  1. With this section expanded, you should see all of your available SharePoint Online site collections.
  2. Select all the sites you would like to begin monitoring using CardioLog.
  3. You can also search for site collections by typing in their name in the search bar.
  4. Select the button next to each site you would like to monitor.
  5. Click Save to confirm your selection.

You can go back and add more sites or remove sites from your selection at any point.

 

CardioLog SaaS Configuration Screen: Step 1



Step 2: Choose User Properties To Report On

In this section you can select all user profile properties that you would like to filter and report on. This information will be taken from SharePoint user profiles. If you have created custom profile properties you can also use them.
 It is recommended to select the following basic attributes - department, office, country, manager, title, picture URL.

 

(question) What are SharePoint Profiles?

  1. Using the search bar, enter the name of any property you would like to find and include.

  2. Select the button next to each user property you would like to include in your usage reports.

  3. Click Save to confirm your selection.

Properties may be added or removed at any time to accommodate your needs.


CardioLog SaaS Configuration Screen: Step 2

Step 3: Add The CardioLog Tracking Code To Your Sites

This step allows you to add the JavaScript tracking code to each of your sites. 

  1. Browse to your SharePoint Online site Solution Gallery. The gallery should be found at this address by replacing the website root URL with yours: <https://company.sharepoint.com]/_catalogs/solutions/forms/allitems.aspx>
  2. From your Solution Gallery, click Upload Solution > Choose File. Then select CardioLog Analytics Integration.wsp and click Activate.
  3. If you are presented with a request for access, go to the Admin Center, found under the Office 365 Admin menu.
    1. From the SharePoint Admin Center select Settings.
    2. Choose Custom Script.
    3. Select Allow for both options. (Allow users to run custom script on personal sites & Allow users to run custom script on self-service created sites)
    4. The preference change may take up to 24 hours.
      1. In order to force the change to take place immediately you may download and run the SharePoint Management Shell.
      2. Follow Microsoft's instructions for connecting it to your SharePoint Online tenant, 
      3. Run the following shell command:

        Set-SPOsite <SiteURL> -DenyAddAndCustomizePages 0
         

  4. Once the solution is installed, return to the CardioLog Analytics configuration screen and copy the JavaScript tracking code.

  5. Browse to CardioLog Analytics Integration solution configuration page. The page should be found at this address by replacing the website root URL with yours: <https://company.sharepoint.com]/CardioLogAnalytics/Configuration.2.0.8.0.aspx>

  6. Insert the tracking code copied from Step 4 and click OK.

  7. Paste the tracking code to the Head script text box of the Web Analytics Integration plug-in and click Save.

    Note: The tracking code contains links to the Events Listener web application in Azure. 

CardioLog SaaS Configuration Screen: Step 3

Step 4: Connect to Power BI

In this step you can connect to Power BI to gain access to the your CardioLog Analytics reports.

  1. Click Connect to Power BI and enter the Username and Password of a Power BI Pro user and click Save. This user will be the owner of the CardioLog Analytics SaaS app workspace in Power BI and will be able to share it with others in the organization. 

    CardioLog SaaS Configuration Screen: Step 4

  2. Go to the Power BI interface. 

    1. Login with the credentials you entered in Step 1.

    2. Create a Power BI app workspace for the CardioLog Analytics reports. Learn more about Power BI app workspaces.

      1. Select Workspaces > Create app workspace

      2. Enter the following details:
        Name - CardioLog Analytics
        Privacy - Private - Only approved members can see what's inside
        Permissions - Members can edit Power BI content

      3. Add email addresses of people you want to have access to the workspace, and select Add. Note that you can't add group aliases, just individuals.

      4. Decide whether each person is a member or an admin (admins can edit the workspace itself, including adding other members, members can edit the content in the workspace) and click Save.

  3. CardioLog Analytics reports will be available in your app workspce within a few business days. You will recieve an email notification as soon as all the data has been processed and your reports are ready to use.

  4. When the reports are ready, share them with your colleagues:
    1. Sign in to Power BI with the credentials you entered in Step 1.
    2. Select Worksaces > CardioLog Analytics > select the Publish app button in the upper right to start the process of sharing all the content in that workspace.
    3. First, on Details, enter the following details:
      Description - Analytics for SharePoint and Yammer
      Background color - Gray
    4. Next, on Content, you see the content that's going to be published as part of the app. Select Specific content in the App landing page. 
    5. Last, on Access, decide who has access to the app: either everyone in your organization, or specific people or email distribution lists and click Finish.

 

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