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TeamMate AM-CM Integration Guide
TeamMate AM-CM Integration Guide
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TeamMate AM and CM
For reference in this guide, ‘AM’ refers to TeamMate AM as the audit management suite of applic-
ations and includes TeamStore, TeamEWP, etc. ‘CM’ refers to TeamMate CM as the compliance
management application.
TeamStore Content, Primary Dimension (Global Organization Hierarchy), Users and Taxonomy
(Terminology/ Categories) are shared between CM and AM:
TIP: If the CM web service was not set correctly an error message will display when any of
the above actions are attempted: "An error occurred while trying to establish a connection
to web CM service. Contact your system administrator to update the service location in
CM Setup."
It will be displayed every time that you try to update data (objectives, risks, controls) that is shared
with CM.
Email Settings
In addition to setting up the CM web services, as discussed above, emails will also need to know
where TeamMate CM is installed for navigating from the email back to the application. This URL
can be set up in TeamAdmin as a row in the Application Web Address List will display for CM.
When content (Objective, Risk, Control or Procedure) is modified in AM TeamStore there are val-
idations performed before pushing the changes to CM Assessments:
1. If the modified content is only used in the AM applications and any field is updated (base
field or not) the “Changes will affect active Assessments and Projects. Do you want to push
these changes?” message will be shown. The user has the options to push or not the
changes only for Active Assessments and Projects.
2. If the modified content is only used in the CM application and the updated field(s) is a Base
Field only, no message is shown. The edits will automatically update Open CM Assess-
ments. Closed/ Finalized CM Assessments are not updated.
3. If the modified content is used in both applications and updated field(s) are base fields only,
the “Changes will affect active Assessments and Projects. Do you want to push these
changes?’ message will be shown to update the changes in AM applications. As noted in
#2, Open CM Assessments will receive the automatic updates
NOTE: If the updated field(s) is not a Base Field the changes are not pushed to
open CM Assessments.
When a Base Field edit is made in AM TeamStore and pushed to Opened CM Assessments, the
content’s history is updated in TeamMate CM by adding an action "Edited in TeamStore" and
including the user who made the edit and edit date.
Message options:
1. Do Nothing:
l No "Audit Plan Chooser" dialog is displayed.
l Does not push CM changes.
l Continues displaying CM changes the next time.
l Alert message and Action combo will be displayed until cleared.
2. Push CM Changes:
l The "Audit Plan Chooser" dialog is displayed.
l Pushes CM changes to the selected Audit Plans.
l Alert message and Action combo will not be displayed again.
3. Clear Notification:
l No "Audit Plan Chooser" dialog is displayed.
l Does not push CM changes.
l Alert message and Action combo will not be displayed again.
If the Global Organization Hierarchy is locked in CM, it shows as locked in TeamAdmin and vice
versa. Both applications share the lock indicator so prevent simultaneous edits and to inform
either Administrator who currently is making edits.
NOTE: If a user does not need access to any AM applications, the identification of a Suite
Role will never be prompted for UNLESS an Administrator attempts to edit the user
account in TeamAdmin. If adding a Suite Role is not desired, then ensure the user
account is edited in CM.
Security Logging
CM has functionality for security logging.
For consistency, the same functionality has been added to AM:
l Display last successful login date/time in user profile: This information is available in
TeamAdmin.
o Navigate to User Management.
o Navigate to Edit User.
o the “Last Login” field displays the last successful login date and time for the last AM
application accessed.
This tab will be only available in TeamAdmin. The Access Log tab will be hidden when the dialog
displays in other applications.