Dependencies

Dependencies

Tag Installer/App Extension

Prior to installing the tag manager, any existing Webtrends tags must be removed from a tagged site. Having Tag Manager installed in parallel with the Tag Administrator or App Extension may cause code collisions which ultimately disables tracking.

Refer to the link below for instructions on removing the existing Webtrends Tag Installer and App Extension.
https://onpremises.webtrends.help/docs/webtrends-sharepoint-tag-installer-removal

Modern Site Collection

The Tag Manager requires a dedicated modern site collection to host the web part and configuration lists. When creating the site, use the URL "webtrends-tag-manager".

This may be installed at the root, e.g.,
https://yourdomain.sharepoint.com/webtrends-tag-manager

Or this may be installed at a site collection level, e.g.,
https://yourdomain.sharepoint.com/sites/webtrends-tag-manager

Deploy Permissions

Users must have permission to upload a package to the tenant app catalog.

If using the Tenant-Wide Tag Manager, the user will also need permissions to allow tenant-wide deployment and management of the tenant-wide-extensions list of the app catalog site.

Installation Permissions

Tag managers must have at least Site Owner on the webtrends-tag-manager site to install and edit the web part and configuration lists used for tracking.

Site Inventory Permissions

SharePoint Search must allow the display of Sites within the search results in order for them to appear in site inventory.

Tag managers must have at least Site Visitor permissions on each site that requires tracking in order for the site to appear within the inventory results.

Management Permissions

Tag managers must have Full Control permissions on each site that requires tracking in order to install User Custom Actions required for tracking of classic pages.

When using the tenant-wide deployment, modern pages do not require additional permissions . The Extension is deployed to all site automatically using SharePoint's tenant-wide-extensions list with permission granted from the app-catalog administrator.

When using single-site deployment (optional in v3 and above), tag manager's must have Full Control permissions on each desired site (and subsite) in order to install the WT Tag Manager app.

Tracking Permissions

The webtrends-tag-manager site must be included within the search results of a tracked site. The extension and user custom action use a search query to locate the webtrends-tag-manager site to begin the rest of the tracking process. If the webtrends-tag-manager site is excluded from search results, the site will not be found and tracking will not continue.

As of v3 and above, all users in the tenancy must have at least Read permissions to the webtrends-tag-manager site, the WT Tag Manager - Site Tags list, and the WT Tag Manager - Tag Configuration list for tracking to take place when visiting a tagged site. The WT Tag Manager - Site Collections list can be locked down to just managers of the webtrends-tag-manager site to hide potentially sensitive site details.

Prior to v3, all users in the tenancy must have at least Read permissions to the webtrends-tag-manager site, the WT Tag Manager - Site Collections list, and the WT Tag Manager - Tag Configuration list for tracking to take place when visiting a tagged site.

Classic Pages

Tagging of Classic pages requires that Allow Custom Scripting be enabled to install the User Custom Action for classic experience pages. Allow Custom Scripting is now typically disabled by Microsoft in the tenancy by default.

It should be possible to temporarily allow custom scripting to install the User Custom Action for tracking of classic pages and then disable the feature after installation is complete. Microsoft documentation states that If you allowed custom script in the past, items that were already created will still work. This is not officially tested.

Tagging Matrix

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