Installation and Setup

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This section covers the installation and configuration of Compliance Tracker 365. There are several options with regards to how the application is installed. We’ll guide you through the process to help you select the best options for your needs.

The main steps involved in deploying Compliance Tracker 365 are:

  1. Deploy the app to an app catalog
  2. Add the app to a SharePoint site
  3. Create a targeting Term to tag content
  4. Configure Management to assign Terms and Profiles to assign tags to users.