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 be assigned the System Admin user type to access and manage toolkits. Other user types 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. 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 be assigned the HighBond System Admin user type with a Professional subscription and access to Analytics through ACL Robotics.

Note

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

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 3 tabs.

• Available toolkits toolkits that are available for installation.
• Installed toolkits toolkits that are already installed in the HighBond instance.
• Browse Gallery takes you to the HighBond content gallery.

How to check the components of a toolkit?

To view the components of a toolkit, click the info icon (i) next to the toolkit name.

After a toolkit is installed, any user (with permission to access the content) can go to that particular section in HighBond and check the content installed. For example, if a toolkit contains a framework and a collection, you can go to the Frameworks app to check the framework and the Results app to check the collection.

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 panel appears with a 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 works only if the editions match.

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 Support.

Verifying your Robots Agent edition

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 Agent: non-Unicode or Unicode.

Links to Toolkit Documentation

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

Updating a Toolkit

You cannot update a toolkit. If there are any changes in the toolkit, we will release it as a separate toolkit.

Deleting a Toolkit

You cannot delete a toolkit on your own. Please contact your Diligent representative or Support to help you with this.