Managing Tracking Technologies

Note:

The Tracking technologies interface is only available to users leveraging the New CMP Experience feature. You can enable the New CMP Experience using the New experience setting on the Global Settings menu. For more information, see Enabling the New CMP Experience.

Using Cookie Consent, you can manage tracking technologies from the Tracking technologies screen. This interface allows you to log and categorize tracking technologies on your websites or SDKs and enhances insight into your websites' or apps' tracking technologies by linking them to vendors and hosts.

How Categorization Works

Tenant-level pattern recognition

Tenant-level patterns allow you to define and manage cookie patterns once, applying them globally across all domains or selectively per domain. Domain-specific patterns take priority over tenant-wide ones. Tenant-level patterns allow you to consolidate the same tracking technology across your domains without impacting pattern recognition beyond your tenant.

The scanner automatically detects recurring technologies across your domains within you tenant. After a technology is detected at least three times, a patter is created.

Once this pattern is detected,

  • Matching cookies in your tenant are merged automatically.

  • One consolidated cookie replaces any duplicates.

  • Rescanning is not required.

First-Party Cookies: Cookies that contain a pattern are categorized by pattern. Unique cookies (without a pattern) are categorized either by cookie contribution or through the Cookiepedia database.

Third-Party Cookies: Cookies with a pattern and Cookiepedia-known host are categorized by pattern. Cookies with a known host and no pattern are categorized based on host-cookie matching, or by host categorization if a match is not found. Cookies with no pattern and that cannot be found in cookie contributions are categorized by their host's categorization.

Tracking technologies Interface



Field
Description
Technology

The name of the tracking technology.

If a tracking technology is not found in last 1-9 scans, an alert displays next to the technology name on this table and on the tracking technology's details screen.

Status

The review status of the technology. You can configure the review Status on the Technology details screen.

  • Reviewed

  • Pending review

  • Archived

    Note:

    If a tracking technology is not found for 10 consecutive scans, its status is automatically changed to Archived.

Purpose

The purpose of the tracking technology.

When you scan a website, each cookie found is compared to the Cookiepedia database of cookies. Cookies are automatically assigned to a default purpose based on the information in the database. Cookies which do not have a match in Cookiepedia will not be automatically categorized and must be added to the appropriate group manually. 

Type

The type of tracking technology.

  • Cookie

  • SDK

Website or app

The domain or application where the tracking technology is present.

Provenance

Whether the technology is first- or third-party.

Vendor or host

The domain or vendor hosting the script that is firing the cookie.

Owner

The default owner of the tracking technology, corresponding the the owner of the website on which the technology was found.

*Source

The source of the tracking technology, either Manual or OneTrust scanner.

*Lifespan

Whether the technology is Session or Persistent.

*Platform

The platform where the tracking technology was detected, either Website or a mobile or CTV platform (e.g., iOS, Apple TV, etc.)

* These fields are hidden by default but can be added via the Column selector .

To manually add a new tracking technology

While the scanner will detect and add most tracking technologies from your websites, some may need to be manually added to the OneTrust platform, such as technologies firing duty-specific user interactions.

You can add new technologies and define its purpose and provenance (if the technology is a first- or third-party technology).

For information on adding technologies in bulk, see Importing Cookies in Bulk.

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Click the Context menu icon at the top of the screen. The Context menu appears.

  3. Select Add technology manually. The Add technology manually modal appears.

  4. Complete the Basic info fields. For more information, see Add Technology Manually Screen Reference
  5. Click the Next button. The Details section appears.

  6. Complete the fields. For more information, see Add Technology Manually Screen Reference
  7. Click the Next button. The Websites section appears.

  8. Complete the fields. For more information, see Add Technology Manually Screen Reference
  9. Click the Finish button.

Add Technology Manually Screen Reference

Basic info



Field
Description
Cookie Name

Enter the name of the technology.

Type

Select the type of tracking technology.

Host

Enter the host domain or URL.

Details



Field
Description
Purpose

Select a purpose for the technology.

Provenance

Select First-party or Third-party.

Description

Enter a description for the technology.

Lifespan

Select Session or Persistent.

Websites



Field
Description
Websites

Select the websites where the tracking technology is present.

To view the details of a tracking technology

  1. On the Cookie Consent menu, select Setup > Tracking technologies.

    The Tracking technologies screen appears.

  2. Click on the name of a technology you want to view.

Tracking technology details screen reference

Basic details

Tracking technology details screen showing settings, ownership, instance details, and quick actions.
Field Description
Technology name The name of the tracking technology.
Status The review status of the technology: Reviewed, Pending review, or Archived. A technology is automatically changed to Archived after 10 consecutive scans in which it is not found.
Language Select the language for the technology details.

Settings

Field Description
Purpose Select the purpose for the technology. Enable Inherit global settings to adopt the global purpose. Disable the setting to change the purpose.
Provenance Select First-party or Third-party. Enable Inherit global settings to adopt the global provenance.
Description Enter a description of the technology. Enable Inherit global settings to adopt the global description.
Vendor The vendor associated with the technology.

Ownership

Field Description
Owner Select the users responsible for the technology. Owners receive notifications of changes to the technology.

Inherited settings

These settings cannot be overridden. They inherit values from global settings, which are shared across all instances of the technology.

Field Description
Type The type of tracking technology: Cookie or SDK.
Lifespan Whether the technology is Session or Persistent.
Duration The technology's duration
Host The host of the tracking technology

About this instance

Field Description
Website The domain or application where the technology is present.
Source How the technology was added: Manual, OneTrust scanner, or Telemetry script.
First seen The date and time the technology was first detected.
Resource URL The resource URL where the technology was detected.
Page URL The page where the technology was detected.

Quick actions

Action Description
View global settings Opens the Global settings pane, where you can edit overridable global settings. The pane includes the Instances and Activity tabs.
View activity log Opens the activity log for the technology.
Manage autoblock settings Opens autoblock settings for the technology.

To edit the details (settings) of a tracking technology

You can edit the details of a specific technology, including its provenance and owner. You can also mark any tracking technologies in Pending review status as Reviewed or label a technology as Archived.

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Click on the name of a technology you want to edit. The Technology details screen appears.


  3. Click the Edit settings button. All editable fields display.


  4. Edit the settings as needed and click Save.
Note:

If Inherit global settings is enabled, the technology will adopt its configured global purpose and provenance. Disable this setting to change the technology's purpose.

To edit the global settings of a tracking technology

Global settings determine how a tracking technology is identified across your websites and apps. Some global settings are overridable for each instance where the technology is found, while others are fixed across every instance.

You can edit the overridable global settings of a specific technology, including its purpose and provenance.

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Click on the name of a technology you want to edit. The Technology Details screen appears.

  3. Click the View global settings button on the Quick actions tile. The Global settings pane appears.


  4. Click the Edit global settings button. All editable fields display.


  5. Edit the fields as needed and click Save.

To manage instances of a tracking technology

Instances represent each domain or app where a tracking technology is found.

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Click on the name of a technology. The Technology details screen appears.

  3. Click the View global settings button on the Quick actions tile. The Global settings pane appears.

  4. Select the Instances tab.
  5. View all instances for the technology. You can click on a specific instance to view and change its overridable global settings.


  6. To add a new instance, click the Add instance button.
    The inherited technology details fields appear.
  7. Click the Next button.
  8. Assign a website to the instance using the Websites field.
  9. Click the Finish button.
  10. To delete an instance, select the checkbox next to the instances you want to delete.
    The Delete button appears.
    Clicking the Select all items link or using the Select all checkbox will disable the delete button if all instances are selected. You must retain at least one instance of a technology.
  11. Click the Delete button.

To apply filters

You can add additional filters to the interface in addition to the Status, Purpose, and Website or app filters available by default.

  1. On the Cookie Consent menu, select Tracking technologies. The Tracking technologies screen appears.

  2. Select the Add filter button. A list of filter criteria appear.
  3. Select the value you want to filter by. The list of technologies repopulates with a filtered view.
  4. Repeat the steps to add additional criteria.
    Tip:

    Click Hide to conceal the selected filter criteria.

    Click Clear all to reset the added filter.

To view activity history for a technology

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Click on the name of a technology. The Technology details screen appears.

  3. Click the View global settings button on the Quick actions tile. The Global settings pane appears.

  4. Select the Activity tab.
  5. View the activity log for the technology.


To edit tracking technologies in bulk

You can perform the following bulk actions on the Tracking technologies screen:

  • Update the statuses of tracking technologies

  • Edit the purposes assign to tracking technologies

    Note:

    This will only affect technology instances not configured to inherit a purpose in its global settings.

  • Reassign tracking technologies to new owners

  • Delete tracking technologies

  1. On the Cookie Consent menu, select Setup > Tracking technologies. The Tracking technologies screen appears.

  2. Select the checkboxes next to the technologies you want to ed.
    Note:

    You can select up to 100 cookies.

  3. Click the Update status or Edit purpose button. To reassign or delete technologies, click the Context menu icon and select the corresponding action.

    The corresponding modal appears.

    Action

    Description

    Update status

    1. Select a new status for the tracking technologies in the Status field selection menu.



    2. Click the Apply to [number of] items button.

    Edit purpose

    1. Select a new purpose for the tracking technologies in the Purpose field selection menu.


      Edit purpose modal displaying the configuration options for bulk editing purpose values on tracking technologies

    2. Select one of the following options:

      Update items that can be edited
      Select this option to leave inherited purpose values as they are.
      Override inherited purposes
      Select this option to remove inherited purpose values from the technologies and apply the selected purpose. All other inherited settings remain unchanged.

    3. Click the Apply to [number of] items button.

    Reassign

    1. Select a new owner for the tracking technologies in the Owner field selection menu.



    2. Click the Apply to [number of] items button.

    Delete

    1. Click the Delete permanently button.



      Attention:

      This action cannot be undone.

To export your tracking technologies

On the Tracking technologies screen, you can generate an export of your tracking technologies and their details.

  1. On the Tracking technologies screen, click the Export icon above the list of technologies. An Export data modal appears.
  2. Click the Export data button. A notification appears on the Notifications icon in the app header .
  3. Click the Notifications icon. The Notifications popover appears.


  4. Click the export name. The Excel file downloads to your device.