After you sign in to HiSoftware Compliance Sheriff you will be presented with the default user interface. The interface presents a series of tabs with which you can view, edit, and run the various features of the application. The first tab we will use is the "Scan" tab to check for WCAG AA compliance.
A scan is a collection of checkpoints that will be executed on the pages of a Web site. Once a scan has been run, you can use the scan results to create views and reports.
How to Create a Scan
1. Select the "Scans" tab and "New"
A new page will appear that will allow you to create a new scan.
2. Set a Display Name and a Base URL
Set the display name (the name that will be displayed in the list of scans on the previous screen). Then type in the starting URL you want to scan. The Base URL defines the scope and limit of the scan. A valid http:// or https:// URL should be entered. If you do not type http://, it will be added automatically. A scan will start at the opening page of the base URL defined and scan all linked pages that are in the domain specified.
3. Set Checkpoint Groups to WCAG A and AA
A list over 30 available checkpoint groups are listed on the page.
To set HiSoftware Compliance Sheriff to scan for the University of Minnesota standard add the following 2 Checkpoint Groups from the ones available:
- WCAG 2.0 - Compliance Level A
- WCAG 2.0 - Compliance Level AA
4. Set the Start Page and Number of Levels to Scan
The start page defines the starting URL. The default is "/" which means the root of the base URL.
The levels dropdown setting tells Compliance Sheriff how deep it should crawl to check for accessibility issues.
To scan only your department or college homepage add it as a your start page i.e. /itss/ and set the level to 0 so that it doesn't crawl through the full site. It is recommended that you scan your home page and any templates first. This will enable you to fix errors and adjust for false positives before scanning a full site.
5. Exclude Pages Not Part of the Site
If any URL is not part of the main site that wish to scan, you can use the "Exclude URLs matching" feature.
You can also use regular expressions for excluding all pages with names that conform to the expression. For example: \.txt will exclude all pages whose URLs end with .txt but not those ending with .html , .php , etc. For more information consult regular expressions.
6. Save Your Scan Settings
Once you are finished configuring the scan, save your settings.
Run Your Scan
After you have saved your scan settings you will be presented with the main scan page that lists all of the scans that have been created. On the "Scans" tab select "Run" on the line for the New scan that you just created. It is located at the far right of the row.
Selecting "Run" launches the scan immediately. The status will change from "Run" to "Pending" to "Running." Depending on how large your site it is, it may take several minutes to hours for the scan to finish.