Managing Toolkits

A toolkit is a curated set of tools aimed at addressing one area of risk or compliance. For example, a toolkit might include a set of data analytics, a risk control framework, and a best practices program.

Permissions and Subscriptions

  • Permissions You must have a System Admin role to access and manage toolkits. Other roles can view or interact with toolkit components once the components are installed and configured.
  • Subscription The easiest way to complete the end-to-end installation and configuration of any of the toolkits is to be assigned with a Professional subscription type. Other subscriptions can view or interact with toolkit components once the components are installed and configured.
  • Example: To use the Active Directory Contacts toolkit, you must have a HighBond System Admin role with a Professional subscription and access to Analytics through ACL Robotics.

    Different toolkits may have different requirements. For more information, see individual toolkit documentation.

Note

This is not available in GovCloud.

How do I access the Toolkits?

You can sign in to your HighBond instance and go to the Toolkits app that matches the region of your HighBond instance.

Some toolkits are free with ACL Robotics Enterprise Edition. Some toolkits require an additional purchase. You only see the toolkits your company has access to.

Navigating the Toolkits App

The Toolkits app has two tabs.

  • Available Toolkits toolkits that are available for installation
  • Installed Toolkits toolkits that are already installed in this HighBond instance

Installing a Toolkit

  1. Open the Toolkits app.
  2. In the Available Toolkits tab, click Install next to the toolkit you want to install.

    A confirmation dialog box appears with preview of the toolkit.

    Important

    Choose the edition of the toolkit – Non-Unicode or Unicode – that matches the edition of the Robots Agent used by your organization. To verify, see Verifying your Robots Agent edition.

    The installation process will not work if editions are mismatched.

  3. Click Install.

    Installation may take a few moments.

    Result When installation is complete, a success message appears.

    Note

    If an error message appears during installation, try installing again. If the installation fails again, contact Galvanize Support.

Verifying your Robots Agent edition

Note

To verify the Robots Agent edition, you must be a Launchpad System Admin with a Professional subscription, or have the Manage Agent permission.

Caution

Do not switch the edition used by a Robots Agent.

For more information, see Character encoding used by the Robots Agent.

  1. Click Switch Apps > Robots to go to the Robots app.
  2. In the Robots dashboard, click Settings > Agent management.
  3. Take note of the edition of the Robots Agentnon-Unicode or Unicode.

Links to Toolkit Documentation

The following table lists the toolkits available, with links to their documentation.

Name Supporting Resources
Active Directory Contacts Integrate contacts from Active Directory or an Address Book

Active Directory Data Integration

Download Implementation Guide

Download User Import Configuration

COVID-19 Aggregated Regulatory Feeds Robot and Collection Responding to the COVID-19 pandemic
COVID-19 Toolkit Preparedness and Self-assessment Questionnaires Responding to the COVID-19 pandemic

Concur T&E Data Integration Robot

Download Implementation Guide

Download User Import Configuration

IT Risk & Compliance Management (ITRMBond) IT Risk & Compliance Management
T&E Analysis for Concur Robot T&E analysis for Concur robot toolkit
JHU COVID-19 Case Data Robot and Storyboard Responding to the COVID-19 pandemic

Oracle eBS Data Integration Robot

Download Implementation Guide

Download User Import Configuration

P2P Analysis for Oracle eBS Robot P2P analysis for Oracle eBS robot toolkit

SAP ERP Data Integration Robot

Download Implementation Guide

Download User Import Configuration

P2P Analysis for SAP ERP Robot P2P analysis for SAP ERP robot toolkit

Salesforce CRM Data Integration

Download Implementation Guide

Download User Import Configuration

SOX Storyboard Toolkit Monitoring SOX progress
Third Party Risk Management (ThirdPartyBond) Third-party Risk Management

UNIX Data Integration

Download Implementation Guide

Download User Import Configuration

User Access Controls Testing Analysis Robot User access controls testing analysis robot toolkit
Steele Risk Intelligence Robot Steele Risk Intelligence Robot Toolkit

Deleting a Toolkit

  1. Open the Toolkits app.
  2. Go to the Installed Toolkits tab and click Delete () next to the toolkit you want to delete.

    A confirmation dialog box appears with preview of the toolkit.

    Note

    Make sure you delete the correct toolkit

    Caution

    Any customizations that you have made to the existing installation and the data associated with it will be deleted and cannot be recovered.

  3. Type DELETE in the text box and click Delete. Deletion may take a few moments.

    Result When deletion is complete, a success message appears.

    Note

    If an error message appears during deletion, try deleting again. If the deletion fails again, contact Galvanize Support.