Define TAM Links

Use this utility to define third-party products and web sites accessible from the Links button in Clients & Files. For more information, see TAM Links.

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the System Administrative folder and select Define TAM Links.
  3. Click the arrow to continue.

Click the desired workflow to view the steps.

Add a Website Link

  1. Select the TAM, Dashboard, or TAM & Dashboard radio button to specify where the link should be available.
  2. Click the Websites radio button.
  3. Click Add.
  4. Type the Description of the link. The Description displays in the Links list when you access it from Clients & Files.
  5. Enter the Web Address.
  6. Make any necessary changes to the Additional Parameter Settings, Digital Signing Settings, and Encryption Settings frames.
    Note: These settings are generally only modified to meet specific requirements set up by the website you are linking to.
    1. In the Additional Parameter Settings frame, enter your Agency Identifier, if applicable. For example, if you are setting up a link to Applied CSR24 Premium Proofs, you need to enter your CSR24 Agency Key in this field.

      Note: If you do not know your CSR24 Agency Key, contact Applied Systems Support.
    2. Use the Custom Parameter 1 and Custom Parameter 2 fields to enter any additional information specific to this website (for example, additional required credentials, or parameters that apply to different areas of the same website).
    3. In the Digital Signing Settings frame, check Digitally Sign Parameters if you are going to add a private key certificate created by your agency so that the website you are linking to can verify your identity. (This step is required when linking to CSR24.)
      • If you are using an existing certificate:
        1. Enter a Description for this certificate.
        2. Click Browse to locate the certificate on your station, and then click Open.
        3. When prompted, enter the Password for this certificate. This is the password that was defined when the certificate was created. Click OK.
      • If you need to create a new certificate:
        1. Click Create Certificate.
        2. The Create Certificate window displays. Enter a name for the certificate (e.g. Certificate for CSR24).
        3. Enter a password. (Passwords cannot exceed 31 characters.)
        4. Click the Browse button and determine where to save the certificate files  If you are setting up a link for Applied CSR24, you must save the file to your Applied TAM drive in the DAT folder.
        5. Click OK. This creates two separate files in the location specified, one ending in PFX (the private key certificate) and one ending in CER (the public key certificate). The description, password, and location for the PFX file default into the Digital Signing Settings frame.
    4. In the Encryption Settings frame, check Encrypt Parameters if you are going to add a public key certificate provided by the site you are linking to. This provides an extra measure of security because it prevents sites other than the established target site from accessing your information.
      1. Enter a Description for this certificate.
      2. Click Browse to locate the certificate on your station, and then click Open.
  7. Click OK. The link displays in the Defined Links list.
  8. Click Cancel to return to the Utility List, or select Exit from the File menu to close Utility Manager.

Add a 3rd Party Integration Link

  1. Select the TAM radio button.
  2. Click the 3rd Party Integration radio button.
  3. Click Add.
  4. Type the Description of the link. The Description displays in the Links list when you access it from Clients & Files.
  5. Type or browse to the Path where the program file is located.
  6. If instructed by your vendor, select the Pass Client Information checkbox.
  7. Click OK. The link displays in the Defined Links list.
  8. Click Cancel to return to the Utility List, or select Exit from the File menu to close Utility Manager.

Revise an Existing Link

  1. Select the TAM, Dashboard, or TAM & Dashboard radio button, depending on where the link is available.
  2. Click the radio button for the type of link you are revising: Websites or 3rd Party Integration (software program).
  3. Select the link you want to revise.
  4. Click Revise.
  5. Revise the Description, Web Address, or Path as necessary.
  6. Click OK. The revised link appears in the Defined Links list.
  7. Click Cancel to return to the Utility List, or select Exit from the File menu to close Utility Manager.

Delete an Existing Link

  1. Select the TAM, Dashboard, or TAM & Dashboard radio button, depending on where the link is available.
  2. Click the radio button for the type of link you are deleting: Websites or 3rd Party Integration (software program).
  3. Select the link you want to delete.
  4. Click Delete.
  5. Click OK to confirm the deletion. The link is removed from the Defined Links list.
  6. Click Cancel to return to the Utility List, or select Exit from the File menu to close Utility Manager.