Get started with tracker scanning (preview)
Microsoft Priva Tracker Scanning (preview) helps your organization identify, monitor, document, and continuously monitor web trackers used by your organization’s websites. Use this article to help understand the setup steps and basic information to help you and your users get started using tracker scanning.
How to access tracker scanning
Tracker scanning is located in the Microsoft Priva portal (preview). To access tracker scanning:
- Go to the Microsoft Priva portal (preview).
- Select the Tracker Scanning tile from the top row of solutions.
- If you don’t see the Tracker Scanning tile, select View all solutions, and underneath the Privacy heading, select Tracker Scanning.
Roles and permissions
Users in your organization need to be assigned an appropriate role in order to complete various tasks.
| Role | Description |
|---|---|
| Data Source Administrator | Can register a website and can edit and update registered websites. |
| Privacy Curator | Can view and edit all privacy objects, create and categorize trackers, promote trackers, and view associated tags. |
| Privacy Reader | Can review scan results, view the tracker library, view the list of trackers identified through scans, but can’t make edits. |
Visit Governance roles and permissions for more information about roles and how to assign them.
Understand the tracker scanning overview page
The tracker scanning Overview page features a set of Setup tasks that are designed to help you efficiently get started with the solution. When tasks are completed by a user in your organization, the task remains listed on the page for two weeks with a Completed status next to its name.
The Create new section allows you to quickly launch into creating tracker categories.
Glossary
The table below provides a brief description of important terms and concepts in the context of tracker scanning. This glossary can help you learn and use the solution tools and features quickly and effectively.
| Term | Description |
|---|---|
| Compliance issue | A tracker compliance scan result indicating there may be compliance issues, such as a missing consent banner, missing privacy statement, missing banner interactive objects, or uncategorized trackers, were detected. This result is based on the scan settings defined by you and the specific compliance requirements in the region where the scan was run. These compliance issues will go away once addressed and a new scan validates that the issue is resolved. |
| Compliance objects | Webpage elements related to data privacy best practices; for example, a consent banner, a privacy statement, or a cookie policy. |
| Cookie | The most common type of tracker. Web cookies are small text files stored on a website visitor’s device to display content or run the website, or for nonessential purposes, such as ads. |
| Fingerprint | Digital fingerprinting uses device and browser data to uniquely identify devices. Might be used as a tracking technology. |
| Local storage object | Local storage objects are placed on a website visitor’s device for data needed within the website, such as preferences. Might be used as a tracking technology. |
| Location Path | Indicates the location of an element on a webpage, sometimes referred to as an XPath. An example: //*[@id="c-uhff-footer_privacyandcookies"]/a. |
| Privacy statement (or notice) | An external-facing statement, typically found in the footer of a website, describing what data the organization collects, uses, retains, and discloses. Might also contain how the organization complies with privacy regulations. |
| Tracker | A tracking technology typically deployed by HTML tags; used for cross-site tracking, retargeting, and ad-serving on website and mobile apps. |
| Tracker category | A method of classifying and grouping tracker types; for example, Functional, Analytics, Advertising, Social, Personalization. A visitor will either give or revoke consent to a tracker category, allowing or blocking the associated trackers. Details about tracker categories are typically included within the consent banner and/or privacy settings on a website. |
| Tracker notice | A description of tracker categories that provides details about their purpose and how the associated trackers use a data subject's personal information; typically included under a website’s cookie settings. |
| Web beacon | Web beacons are clear graphic images, such as 1x1 pixels, used for online ad impressions and performance, activity monitoring, and other website visitor metrics. Might be used as a tracking technology. |
Next steps
- Register your organization’s websites in tracker scanning.
- Create tracker categories and learn how to manage trackers.
- Set up and run a compliance scan.