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Training for Digital Governance

TagControl - Getting started with TagControl and Consent Control

 

Step 1: Add Your Websites

Log in to the UI to begin adding your website URLs. You can add a new site or edit an existing site from the main Manage Sites page.

 

Create A New Site

To add a new site, click the Add Site button on the top right of the screen.

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Add your website name, site URL, and description. Click Save when complete.

 

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Edit An Existing Site

To edit an existing site, click on the kebab menu on the right and select Edit Site Details. If you'd like to delete a site, click Delete Site.

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Make your required changes then click Save.

 

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Step 2: Configure Your Whitelist

Next, you will need to configure your whitelist for each site. The whitelist will control which resources are allowed to fire on your website. Click on the site name to begin configuring your whitelist for that website.

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To configure your whitelist, you will move resources into three sections:

  • Vendors Observed from Scan: Any vendor resource that has been observed on your website.

  • Approved Vendor Whitelist: Vendors you add to this section will be allowed to fire on your site. Vendors outside your whitelist will be blocked.

  • Essential: A subset of your whitelist and should include resources that are required for your website to function.

 

Vendors Observed From Scans

All webpages with the Omni tag are scanned repeatedly during a predetermined interval, set to 30 seconds by default. This scan happens on the individual user level, with the intention of collecting all the tag resource URI’s that have made an external request. Typically, this will include stylesheets, images, and scripts.

As each tag resource URI is identified, they will be added to your Vendors Observed From Scans list.

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You can view additional details about a vendor resource by clicking on the > icon.

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You can learn more about a vendor by clicking the vendor name. This pulls up their profile from our vendor database, allowing you to learn more about the vendor and their privacy practices.

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Approved Vendor Whitelist

The Approved Vendor Whitelist will be the vendor resources that are allowed to fire on your site.

Select one or more resources in your Vendors Observed From Scan list using the checkboxes and click Approve to move them to your Approved Vendor Whitelist.

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You can remove resources from your Approved list by selecting one or more using the checkboxes and clicking Unapprove. This will move the resources back to your Vendors Observed From Scan list.

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Marking Resources As Essential

Essential resources are a subset of your whitelist. Any resources that are required for site functionality should be marked as Essential. Essential resources are indicated in your Approved Vendor Whitelist with a star.

  • For TagControl, Essential resources are protected.
  • For Consent Control, Essential resources will be allowed to fire immediately when a visitor comes to your website. The remaining tags will be allowed to fire once your website visitor has given consent.

Note: Adding or removing resources from your Essentials list can only be done by a company administrator.

 

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To designate certain resources as Essential, select one or many using the checkboxes and click Essential. To remove the Essential designation, select one or many using the checkboxes and click Not Essential.

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Step 3: Deploying TagControl 

Once the Omni tag is implemented and your whitelist is complete, you’re ready for deployment. Click Save and Generate Policy in the top right corner of the page. This will create your content security policy and push it to your website.

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The final step is moving to Enforce mode. Enforce mode is when tags outside your whitelist will start being blocked. To do this, submit a support ticket in the Crownpeak Community and request that your site be enabled for Enforce mode in TagControl.

Caution: Deployment without configuring your whitelist can cause site errors.

 

Consent Control Deployment

Once the Omni tag is implemented and your whitelist and essentials are complete, your instance is ready for deployment. Submit a support ticket in the Crownpeak Community and request that your site be enabled for Consent Control.

 

Glossary

For definitions of commonly used product terms, visit the glossary on the Crownpeak Community. Community Resources

 

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