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SharePoint On-Premise

Configuring Multiple Web Applications

 In order to monitor an additional web application in your existing farm, please do the following:

  1. Add the required SQL permissions to the CardioLog service account - db_datareader for the SharePoint portal content database.
  2. In the Administration pane, click System Configuration, and then select SharePoint Tree Adaptor.
  3. Click on your SharePoint farm and select the web application/s you want to monitor.

     
     System Configuration - SharePoint Tree Adapter - Select Web Sites
     
  4. Click Save. 
  5. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day.
  6. If you are using the CardioLog Analytics tracking feature or if you have configured the CardioLogAgent web application on the SharePoint WFEs, open the new web application in IIS Manager and verify that the CardioLogAgent folder under the "_layouts" directory is configured as a web application (if not, right click on it and select "Convert to Application").
  7. Verify data collection from the new web application.


Configuring Multiple Farms

In order to monitor multiple SharePoint farms per adaptor, please do the following:

  1. Add the required SQL permissions to the CardioLog service account - db_datareader for the SharePoint portal content database, and grant read access to the SharePoint TEMPLATE folder.
  2. Configure event collection by deploying the JavaScript tracking code on all SharePoint WFEs. This can be done by installing the CardioLog Analytics tracking agent feature or by inserting the code manually (to your master pages, or to init.js in SharePoint 2010 and SharePoint 2013, core.js in SharePoint 2007)
  3. In the Administration section of the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  4. Click Add Farm, and then select your SharePoint version.
  5. In the SharePoint Tree Adaptor dialog, fill out the following fields:
    • Name - This is the title of the farm folder which will be displayed in the CardioLog tree structure in the Analysis Center. Example: "SharePoint 2013"
    • Server Name - The primary server CardioLog is enabled on
    • Database Server - The SharePoint database instance name.
    • SharePoint Configuration Database Name - The SharePoint configuration database name. Example: "SharePoint_Config"
    • Authentication - Database authentication type. Click Set to choose between Windows Integrated and SQL Server Authentication).
    • SharePoint TEMPLATE Directory - This is the full path for the SharePoint 'TEMPLATE' directory. Example: "\\<sharepoint server name>\C$\Program Files\Common Files\Microsoft Shared\Web Server Extensions\XX\TEMPLATE\" (XX - 12 for MOSS 2007, 14 for SharePoint 2010, 15 for SharePoint 2013)
    • Advanced Settings - Select the additional import and transfer preferences you would like to include.
  6. Click Apply.
  7. Select the web application/s you want to monitor, then click Save.
  8. After the next run of Portal Tree Updates, the updated tree structure will be displayed in Analysis Center (Object Explorer).


    System Configuration - SharePoint Tree Adapter

Import 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:
 

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to collect document versioning information from.
  3. Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.

     
    SharePoint Tree Adaptor - Import Document Versioning
     
  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Portal Tree Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.

Import Social Information for your SharePoint Farm

SharePoint 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 in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to collect social information from.
  3. Check "Import social information for your SharePoint farm" in the Advanced Settings section.


    SharePoint Tree Adaptor - Import Social Information
  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Social Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.

Import metadata 

To import metadata fields for your SharePoint list items, documents or sites and perform detailed analysis based on this information:

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint farm you would like to import metadata information from.
  3. Check "Import metadata information for your SharePoint list items, documents or sites" in the Advanced Settings section.

     
    SharePoint Tree Adaptor - Import Metadata Information
     
  4. Click Manage Metadata to select the metadata fields you would like to import.

     
    SharePoint Tree Adaptor - Manage Metadata
     
  5. Click Add to add SharePoint metadata fields.
  6. Select the metadata field type - Open Text attribute or Managed Metadata (term set) attribute.
  7. For Open Text attributes click Add attribute, type the field name and click Save.

     
    Add SharePoint Metadata field - Open Text Attribute
     
  8. For Managed Metadata attributes, select the fields you would like to import and click Save.

     
     Add SharePoint Metadata field - Managed Metadata (term set) Attribute
     
  9. Select the SharePoint content type for each metadata field.

     
    SharePoint Tree Adaptor - Manage Metadata - Select Content Type
     
  10. Click Save at the bottom of the page to confirm.
  11. In the Administration navigation pane, click CardioLog Scheduling Service.
  12. Click Portal Tree Updates.
  13. Set the Service Schedule and then click OK.
  14. Click Restart Service to activate any changes.

SharePoint Online

Configuring Multiple Site Collections

In order to monitor additional site collections in your existing SharePoint Online environment, please do the following: 

  1. In the Administration pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on your SharePoint Online tenant and select the site collection/s you want to monitor.
  3. You can load your site collections list from a csv file. In order to create the csv file, use the Windows PowerShell for SharePoint Online Get-SPOSite | Export-CSV command, and enter the csv file path in the Site Collection List File Path (.csv) field.
  4. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day.
  5. Configure event collection - deploy the CardioLog Analytics SharePoint solution on your site collection/s or insert the code manually (to your master page).

Configuring Multiple SharePoint Online Tenants

In order to monitor an additional SharePoint Online environment, please do the following:

  1. In the Administration pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click Add Farm, and then select SharePoint Online.
  3. In the SharePoint Tree Adaptor dialog, fill out the following fields:


    System Configuration - SharePoint Online Tree Adaptor

    1. Name - This is the title of the SharePoint Online tenant folder which will be displayed in the CardioLog tree structure in the Analysis Center. Example: "SharePoint Online"
    2. SharePoint Admin Center URL (https://) - Enter the SharePoint Admin Center URL in a secured format (https://).
    3. Authentication - Microsoft Live ID (Office 365). The selected account should have SharePoint Administrator role in Office 365 Admin Center.

  4. Click the magnifying glass icon.
  5. Select the site collection/s you want to monitor and click Save.
  6. Restart the CardioLog Scheduling Service. The tree structure will be refreshed the next day.
  7. Configure event collection - deploy the CardioLog Analytics SharePoint solution on your site collection/s or insert the code manually (to your master page).

Publishing the CardioLog Tracking Code on Multiple Site Collections

In order to update the tracking code on all site collections in your SharePoint Online environment, please do the following:

  1. Copy the tracking code from the Tracking Code box in the Administration pane > System Configuration > Usage Tracking Code, and then select SharePoint Online.


    Usage Tracking Code

  2. Verify that the all URLs contained in the tracking code that redirect to the CardioLog application server, have the public DNS name and appropriate protocol. The URLs should be accessible over the internet. Use HTTPS if you are tracking secured SharePoint Online site collections. 
  3. In the Administration section of the Navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  4. Click on your SharePoint Online website.
  5. Click on Publish Tracking Code next Additional Actions.


    SharePoint Online Adaptor - Publish Tracking Code
     
  6. Add the JavaScript tracking code and click Apply.

     
     Publish Tracking Code 


Import 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 Online:
 

  1. Go to Administration in the navigation pane, click System Configuration, and then select SharePoint Tree Adaptor.
  2. Click on the SharePoint Online tenant you would like to collect document versioning information from.
  3. Check "Import document versioning information for your SharePoint lists and libraries" in the Advanced Settings section.

     
    SharePoint Online Adaptor - Import Document Versioning
     
  4. Click Save at the bottom of the page to confirm.
  5. In the Administration navigation pane, click CardioLog Scheduling Service.
  6. Click Portal Tree Updates.
  7. Set the Service Schedule and then click OK.
  8. Click Restart Service to activate any changes.



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