[title of presentation]...at the end of this presentation, you will be able to: • articulate the...

© 2018 National Association of Insurance Commissioners

TeamMate

James Portuguez (NAIC) Electronic Workpaper Program Manager


Learning Objectives At the end of this presentation, you will be able to:

• Articulate the requirements needed to place TeamMate projects in the new server environment

• Distinguish between the current requirements and new requirements

• Summarize the new protocol for placing TeamMate projects in the new server environment


Agenda • Introduction • Project “Uploads” • User Management • TeamStores & Templates • Project Offload / Distribution • Project Data Destruction • Best Practices • 2018 TeamMate User Forum • Q&A


Introduction Transition • TeamMate 11.1 Distributed (.mdb) • TeamMate 12.1 Centralized (SQL)

Prompts to Change • TeamTalk database disconnects - data loss • Improve performance for large volume projects

Timing • TM 11.1 - projects off by Sept. 30, 2019 • TM 12.1 - projects only, after June 4, 2018


Project “Upload” Workflow • New Citrix Server Agreement - NAIC Access

– New Appendix B • New Citrix IDs

– TeamMate 12.1 login account

– TeamMate 11.1 current login account • NAIC creates project in SQL • DOI adds team members from SQL • DOI builds project from offline TeamStores (MDB)


Appendix B


Appendix B

* DOI choice: companion projects or multiple replicas returned


Appendix B


User Management • New Citrix ID request form • Citrix login name = TeamMate login name • Users maintained by NAIC in the database

TeamMate Global Setting • Users only see their own projects • NAIC Admin User added to all projects


You only see your own projects Classic View:

Centralized View:


TeamStore - Content TeamStore in the SQL database

• All TeamStores Offline (DOI & NAIC TeamStores exam, analysis, etc.)

• Team Members in SQL • Templates in SQL (base & state-specific)


TeamStores - optional State-Specific Offline TeamStores (.mdb)

• State-Specific procedures/workpapers • No team members • No templates


Project Offload Distribution • Project “backup” request

– Contact the NAIC Help Desk

• Full-Replica project folder ZIP file – Upgradeable – Cannot Finalize – Cannot edit project Policies


User Guide Specifies . . . Project Owner Replica Operations:

• Can edit profile fields except Status and Milestones. Other edits may be prevented based on TeamEWP edit policies.

• Can add team members to a replica.


Not available in a Replica

• Edit terminology • Protect schedule

(freeze/confidential) • Change project status • Edit advanced project settings • Save as Template • Freeze programs • Delete users • Edit policies • Finalize

• Upgrade Office documents (.tmr)

• Add/edit global tick-marks • Edit audit plan and entities • Application exchange (GRC) • Import TeamEWP report • Send to TeamCentral • Schedules not replicated

cannot be opened • Import XML


Project Data Destruction

Project is deleted

DOIs notify NAIC TeamMate support group

DOIs verify project data in replica


Best Practices • TeamTalk - Do Not Resize window

Resize window by Corner Control ONLY

• TeamImage - initial opening is slow, Be Patient

• Submit Appendix B as soon as possible No pre-work, projects created by NAIC


Summary • New Project Requests

New Citrix Server Agreement - Appendix B

• User Management • TeamStores & Templates • Project Offload / Distribution • Project Data Destruction


2018 TeamMate User Forum

Fontainebleau Hotel Miami Beach, FL

Sept. 30 – Oct. 3 NAIC Discount $795

Gov’t Rate Rooms $137+tax


Reasons to Attend • End of Life - fast approaching • Preview TeamMate+

– Will it meet our needs in the future? • Two Private Sessions

– NAIC attendees only Discuss DOI specific issues

– Roundtable Panel Discussion with members of TeamMate Management


You’ll be in good company!

NAIC TeamMate User Group


Q & A

[title of presentation]...at the end of this presentation, you will be able to: • articulate the...

Documents