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The CardioLog SaaS configuration wizard has four simple steps to allow you to quickly setup site usage data collection and integrate that data into an MS Power BI Content Pack. 

In order to start tracking all you need to do is install the CardioLog Analytics SaaS add-in from the Office store and select the sites you want to monitor. If you don't have a Power BI account yet, you will also need to register for one in the Power BI site.

Running the wizard should present you with a window that contains four collapsible steps.

 

CardioLog SaaS Configuration Wizard

 

Step 1: Choose Sites To Track

  1. With this section expanded, you should see all of your available SharePoint Online sites. Select all the sites you would like to begin monitoring using CardioLog.
  2. If you don't immediately see the name of a site you would like to monitor, search for it by typing in its name in the search bar.
  3. Select the button next to each site you would like to monitor.
  4. Click Save to confirm your selection.

 

CardioLog SaaS Configuration Wizard: Step 1


Step 2: Choose User Attributes To Report On

  1. In this section you can select all user attributes that you would like to filter and report on, based on your connected user database such as Active Directory. Attributes may be added or removed at any time to accommodate your needs.
  2. Using the search bar, enter the name of any attribute you would like to find and include.
  3. Select the button next to each user attribute you would like to include in your usage reports.
  4. Click Save to confirm your selection.

Step 3: Add The CardioLog Tracking Code To Your Sites

This step allows you either manually or automatically add the JavaScript tracking code to each of your sites. 

  • Select the automatic option to add the JavaScript code to the SharePoint Init.js file on your selected Web Front End(s). 
  • If you choose to manually add the tracking code yourself, copy the JavaScript tracking code provided to a common page component of your choice, such as master pages, page toolbars, Web Parts, headers or footers. If you choose a common JavaScript (.js) file, verify you have removed the opening and closing <script> tags. 
  • Click Save to confirm your choice and continue.

Step 4: Connect to a Power BI Content Pack

In this step you can connect your CardioLog usage reports directly to a Power BI Content Pack. Once connected, all users with the required permissions in Power BI will instantly have access to all collected data. Once all relevant information has been correctly entered, click Save to confirm and finish CardioLog SaaS Configuration.

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