Each Solution Template configures functionality of Compliance Tracker 365 for the specific scenario. If a template perfectly matches your business requirements, you can use it as-is.
Should any adjustments be necessary, a SharePoint administrator can update the configurations. These templates can be applied to any newly created Compliance Tracker 365 site via the Management page.
Setting up a Solution Template is easy:
Note: You will need a SharePoint Administrator to help deploy the apps.
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Each Solution Template will create its own page, which will be set as the Home page in the site it’s deployed into. Do not deploy a Solution Template to a production site unless you are familiar with the process.
The templates take a few minutes to configure. Once deployed, a check is made to ensure the Search indexes are up to date. This can take a few minutes as libraries are indexed for the first time.
The solution templates are installed with a Site Term Set. If you are considering a deployment across multiple sites, we recommend moving to a Global Term Set. See Move from Site to a Global Term Set.
The templates are built to use Personal Profiles. These are created when a person visits the sites for the first time. For compliance scenarios, where you need to know who has and has not visited the site to read content, we recommend using Managed Profiles. See Move from Personal to Managed Profiles.