Setting Up Third Party Risk Management Data Feeds

The following data feeds are included in the Archer Third Party Risk Management use case: Link Third Party Contacts to Engagement Risk Assessment and Third Party Document Repository Attachment Sync.

Task 1: Configure a data feed

1. From the menu bar, click > Integration > Data Feeds.

2. Select the data feed you want to configure.

3. On the General tab, in the General Information section, select Active.

4. Select a data feed and go to the Source Connection tab of the data feed.

5. In the Logon Properties section, do the following:
   1. In the URL field, type: YourServerName/VirtualDirectoryName/ws/search.asmx
   2. Do one of the following:
      • Specify whether the current instance is set up for anonymous authentication.
      • Specify whether the current instance uses Windows Authentication and enter the specific credentials.
   3. In the User Name and Password fields, type the username and password of a Platform user that has API access and access to all of the records on the Platform instance (from which the data feed originates).
6. In the Transport Configuration section, do the following:
   1. Do one of the following:
      • To run the report with Windows credentials, select the Use Windows Authentication option. Single Sign-On (SSO) must be configured to use this option.
      • To run the report by a specific user, enter the credentials of the account that will be running the report in User Name and Password.

        Note: Use the account that has access role rights to the search.asmx page. The account could also be a content administrator with full access permissions to the content of the applications. Do not use the same account that you used to log on.

   2. In the Instance field, enter the name of the instance where the data feed originates (this is the same instance name you enter on the Login window).
7. Verify that key field values are not missing from the data feed setup window.

8. Do one of the following:

   • To continue configuring the data feed, go to the next task.
   • To finish setting up the feed later, click Save or Save and Close.

Task 2: Schedule a data feed

Important: A data feed must be active and valid to successfully run.

When you schedule your data feed, the Data Feed Manager validates the information. If any information is invalid, the data feed displays an error message. You can save the data feed and correct the errors later, but the data feed does not process until you make corrections.

You can set up data feeds to run automatically at regular intervals. This reduces the time and effort required to import data from an external file. You can initiate data feeds at various times and configure them to run in regular increments for an indefinite period of time.

You can also run the data feed immediately.

To prevent excess server load, schedule data feeds on a staggered basis. You can schedule a maximum of 10 data feeds to run at a time. If more than 10 data feeds are scheduled, each remaining data feed executes as the previous one completes.

A reference feed allows you to specify another feed. This indicates to the Data Feed Service that this feed will start running as soon as the referenced feed completes successfully.

1. Go to the Run Configuration tab > Schedule section.

2. Do one of the following to schedule your data feed.

   Run on Schedule

   You can configure your data feed to run on a defined schedule.

   The following table describes the fields in the Run on Schedule option.

   Field	Description
   Start Date	Specifies the date on which the data feed schedule begins.
   Start Time	Specifies the time the data feed starts running.
   Time Zone	Specifies the time zone in which the data feed schedule begins.
   Recurring	Specifies the interval in which the data feed runs, for example, Minutely, Hourly, Daily, Weekly, or Monthly. Minutely. Runs the data feed by the interval set. For example, if you specify 45 in the Every list, the data feed runs every 45 minutes. Hourly. Runs the data feed by the interval set, for example, every hour (1), every other hour (2) and so forth. Daily. Runs the data feed by the interval set, for example, every day (1), every other day (2) and, so forth. Weekly. Runs the data feed based on a specified day of the week, for example, every other Monday (2), every third Monday (3), and so forth. Monthly. Runs the data feed based on a specified week of the month, for example, on the first Monday of every month, on the second Tuesday of every third month, and so forth.
   Every	Specifies the interval of the frequency in which the data feed runs.
   On	Specifies the frequency of the days of the week on which the data feed runs.
   Weekday	Specifies the days of the week on which the data feed runs.

   Run After

   Runs a specified data feed before the current one. The Data Feed Service starts the current data feed after the referenced data feed completes successfully.

   For example, you can select to have a Threats data feed run immediately after your Assets data feed finishes. From the Reference Feed dropdown, select the data feed that runs before the current data feed.

   Run Now

   Click the Run Now button in the toolbar on the Manage Data Feed page to run the data feed manually.

3. To save the data feed, click Save or Save and Close.