Configuring the Reg-Track connector

Configure the import of Reg-Track data into OpenPages®.

Before you begin

To connect to Reg-Track, you need all of the following items:
  • The Reg-Track API URL.
  • Your Reg-Track API client key.
  • Your Reg-Track API client secret.
  • Your Reg-Track API token.

Before you import, ensure that System Admin Mode is disabled. To disable System Admin Mode, click Open Administration menu Administration menu > Disable System Admin Mode.

About this task

To do this task, you need the SOX > Administration > RegTrack Feed application permission.

By default, OpenPages imports new data and updates since the last import. You can change this default behavior. For more information, see Data import settings for Reg-Track feeds.

Note: When you run the import for the first time, OpenPages imports data for the past 7 days by default.

Procedure

  1. Click Primary menu Primary menu icon.
  2. Click Regulatory Compliance > Reg-Track Regulatory Events.
  3. Click Configure.
  4. Configure the import:
    • Type the API parameters that were provided to you by Reg-Track.
    • Daily Scheduled Import: If you want to schedule the import, select a time. OpenPages imports the data each day. This field is optional.

      Select a time that is later than when Reg-Track delivers its feeds. Contact Reg-Track for information about when feeds are delivered.

    • Reg-Track Administrators: Use this field to select the users to notify if the import has errors or if the Reg-Track taxonomy changes. This field is optional.
    • Process Regulatory Events: Click to map incoming regulatory events to Reg-Track Regulatory Events in OpenPages. If not selected, OpenPages checks for an updated taxonomy file only.
  5. Optional: If you want to customize how the Reg-Track taxonomy is mapped to OpenPages fields, see Reg-Track taxonomy mapping.
  6. If you want to import data from Reg-Track now, click Start Import. Otherwise, click Done.

What to do next

To see the progress of an import, go to Open Administration menu Administration menu > Solution Configuration > Scheduler. click the Reg Track job, and click the Executions tab. Click a process to view the log.