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Using the CardioLog Scheduling Service, you can make sure that local site data, external environments, and user 

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
    • Configuring Multiple Web Applications
    • Configuring Multiple Farms
  • Report Scheduling
  • Active Directory Updates
  • User Categories Updates
  • SEO Analysis
  • Social Updates
  • Starting the CardioLog Scheduling Service

 

Editing service components

How to Edit a Service Component

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Simply click the service component you would like to edit from the main window.


CardioLog Scheduling Service components
 

Service Component Scheduling

Each service component can be scheduled to run at defined time intervals.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click the service component you would like to edit.
  3. The Edit Service 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. (Previously named "Interval")

    -      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



  4. Click OK to confirm your changes.
  5. 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.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Usage Data Processing.
  3. Set the Service Schedule and then click OK.
  4. 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.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Portal Tree Updates.
  3. Set the schedule type and then click OK.
  4. The Advanced Settings dialog is for retrieving a tree structure from a custom source (by a designated web service).If the web service has an .asmx extension, enter the Web Method name. For more information see the CardioLog Advanced Administration Guide
  5. Click Add to add the Tree Web Service to the selected web services.
  6. Repeat steps 4-5 for each Tree Web Service.
  7. Click Save, and restart CardioLog Scheduling Service.

     
     Portal Tree Updates - Advanced Settings dialog

 

Transferring the Portal Structure Using the File System

By default, the SP20XXTree web application accesses the portal hierarchical structure through an HTTP web service (SP20XXTree - 07 for MOSS 2007, 10 for SharePoint 2010 and 13 for SharePoint 2013). It then creates an XML file which describes the hierarchical structure of the portal, and then translates the XML data into relational data.
To do so, go to Administration > System Configuration > SharePoint Tree Adaptor > click on your SharePoint farm > check "Transter the tree structure through file system (XML file)":

 
System Configuration - SharePoint Tree adaptor

In versions lower than 2.0.8.0, modify the Portal Tree Updates web service URL as follows:
http://<CardioLogServer>:<port>/SP20XXTree/default.aspx?docVersions=true&output=file&logFilePath=[CardioLog Installation Folder]\CardioLogScheduleServices\Logs\SP20XXTree.xml

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 do so, go to Administration > System Configuration > SharePoint Tree Adaptor > click on your SharePoint farm > un-check "Transter the tree structure through file system (XML file)".

In versions lower than 2.0.8.0, modify the Portal Tree Updates web service URL as follows:

http://<CardioLogServer>:<port>/SP20XXTree/default2.aspx?xmlMode=0&docVersions=true

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'

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.

To collect document versioning information from SharePoint, go to Administration > System Configuration > SharePoint Tree Adaptor > click on your SharePoint farm > check "Import document versioning information for your SharePoint lists and libraries".

In versions lower than 2.0.8.0, add the "docVersion=true" parameter to the Tree Web Service URL field. For example:
http://<CardioLogServer>:<port>/SP20XXTree/default.aspx?docVersions=true&output=file&logFilePath=[CardioLog Installation Folder]\CardioLogScheduleServices\Logs\SP20XXTree.xml

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:

  1. Go to Administration > System Configuration > SharePoint Tree Adaptor > click on your SharePoint 2013 farm > check "Import social information for your SharePoint farm".
  2. Execute the Social Updates job: Go to Administration > CardioLog Scheduling Service > Social Updates > Set the schedule type and then click OK.

 

Report Scheduling

The Report Scheduling is responsible for automatically generating scheduled reports and distributing them through email.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Report Scheduling.
  3. Set the schedule type and then click Next.
  4. 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.
     
  5. Click Add to add an email address to the selected recipients list.
  6. Click Save, and restart CardioLog Scheduling Service.


Report Scheduling -Service Parameters dialog

 


Select Users and Groups E-mail Address dialog

 

In versions lower than 2.0.8.0, to configure a secure SMTP server with a non-default port, or the CardioLog reports email sender and subject, edit the following keys in the [CardioLog Installation Folder]\CardioLogSchedulingService\Settings.config file in the <handlersParams> section:

 

<param>

      <handlerId>6</handlerId>

      <name>SMTPMailFrom</name>

      <val><![CDATA[CardioLog_Reports@intlock.com]]></val>

</param>

<param>

      <handlerId>6</handlerId>

      <name>SMTPUseSSL</name>

      <val><![CDATA[0]]></val>

</param>

<param>

      <handlerId>6</handlerId>

      <name>SMTPPort</name>

      <val><![CDATA[25]]></val>

</param>

<param>

      <handlerId>6</handlerId>

      <name>SMTPMailSubject</name>

      <val><![CDATA[CardioLog Report]]></val>

</param>

 

Note that the <handlerId> should be the CardioLogScheduler id in the <handlers> section: 
<handler>
      <handlerId>6</handlerId>
      <handlerName>CardioLogScheduler</handlerName>
... 

 


Active Directory Updates

CardioLog provides the ability to segment authenticated visitors by their user names and the groups they belong to. The Active Directory Updates service component retrieves the list of users and groups directly from Active Directory.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Active Directory Updates.
  3. Set the schedule type and then click Next.
  4. 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.
     
  5. Click Add to add the Active Directory to the selected Active Directories.
  6. Select the Active Directory domain in the selected Active Directories box and click Test to test the connection to your domain.
  7. 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.
  8. Click Save, and restart CardioLog Scheduling Service.

Active Directory Updates - Service Parameters dialog
 
 

User Categories Updates

CardioLog provides the ability to segment visitors by any custom category. The User Categories Updates service component retrieves the list of custom categories from a designated web service.

To configure visitor segmentation by Active Directory attributes or by SharePoint user profiles, see the CardioLog Advanced Administration Guide.

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click User Categories Updates.
  3. Set the schedule type and then click Next.
  4. In the Service Parameters dialog, fill out the following fields:

    -     Categories Web Service URL
          Example: "http://<CardioLog server name>:<port>/VisitorSegments/SSPProfiles.aspx"
    -     Web Method Name - optional
    -     User Name - optional
    -     Password - optional
  5. Click Save, and restart CardioLog Scheduling Service.

User Categories Updates - Service Parameters dialog
 

SEO Analysis

The SEO Analysis service crawls websites and generate reports automatically. For more information see SEO Reports 

 

Social Updates

The Social Updates service imports social information from SharePoint 2013, Yammer and Sitrion.

To configure social information import from SharePoint 2013, see "Import social information for your SharePoint farm".

To configure social information import from Yammer, see "Yammer Integration".

To configure social information import from Sitrion, see "Sitrion Integration".

 

  1. In the Administration pane, click CardioLog Scheduling Service.
  2. Click Social Updates.
  3. Set the schedule type and then click OK.

 

 

Starting the CardioLog Scheduling Service

  1. Click on Start > Run > services.msc
  2. Open CardioLog Scheduling Service.
  3. In the CardioLog Scheduling Service properties window, click Start and then OK.

Note:

If you have selected Windows Authentication as the authentication access mode for the CardioLog database (this was done in the Installation Wizard), then the CardioLog Scheduling Service login account must be assigned a db_owner role for the CardioLog database.
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