The initial setup of Compliance Tracker 365 may be slow due to SharePoint search indexing.

🔍 About SharePoint Search

• Search is a core SharePoint Online service, offering speed, scalability, and security.
• Indexing for newly created SharePoint sites can take up to 1 hour to begin.

⏱️ Setup Timing

• New site + app installation → A Wait message will appear until configuration files are indexed.
  • Typically clears in under 1 minute, but may take up to 1 hour.
• Existing site + app installation → Wait time is usually only a few minutes.

⚙️ Setup Steps

Once the Management page is loaded:

1. Click Setup.
2. Select a Term Set.
3. Add Profiles.
4. Apply a License and install a Solution Template.

📊 Indexing Delays

• After profiles are created or a template is installed, content must be added to the search index.
• This delay impacts Reports, but targeting and tracking will work immediately.
• To enable targeting of documents in libraries:
  1. Open Management > Libraries.
  2. Apply Compliance Tracker 365 to the libraries.
  3. Once applied, documents can be targeted for tracking.

🚀 Performance After Indexing

• Once configuration is fully indexed, SharePoint performance is generally stable.
• Profile and document changes → May take a few minutes to be indexed.
• Pages → Typically available in the index almost immediately.

✅ Checking Search Status

To verify search status in configured sites:

• Open Management > Reports.
• Review Summary report details and Search index status.
• These show how many Compliance Tracker 365 items are indexed and whether content in enabled libraries is included.