LDRPS10 Admin

LDRPS Administrator
Guide
Version 10.3
Last Update: February 8, 2008
Copyright 2008 Strohl Systems Group, Inc. All Rights Reserved.

This manual, as well as the software described in it, is furnished under license and may only be used
or copied in accordance with terms of such license. Companies, names, and data used in examples
herein are fictitious unless otherwise noted.
Except as permitted by such license, no part of this book may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise,
without the prior written permission of Strohl Systems Group, Incorporated.
LDRPS is a registered trademark of Strohl Systems Group, Inc. Strohl Systems, the Strohl Systems
logo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS MultiLevel PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, and the BIA
Professional logo are trademarks of Strohl Systems Group, Inc.
Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reports
and Crystal Reports Professional are trademarks of Business Objects. All other brand or product
names are trademarks or registered trademarks of their respective holders.
LDRPS On-Demand is protected by U. S. Patent No. 6,754,674
Strohl Systems Group, Inc., 631 Park Avenue, King of Prussia, PA 19406, USA
Printed in the USA.
Reference Number: A06-05-01
Table of contents
Update Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
LDRPSproductdescription ......................... 13
Usingthisbook .................................... 13
Specialsymbols ............................... 14
UsingtheIndex ............................... 14
Otherdocumentation ............................... 14
LDRPSUserGuide............................ 14
CrystalReportsHelp .......................... 14
Products,Services,andTechnicalSupport ............. 15
Chapter 1.
The Job of an LDRPS Administrator . . . . 17

Overview:LDRPSAdministration.................... 17
Settingplanningstandardsandgoals ................. 18
Definingyourplanstructure.................... 18
CustomizingLDRPS ........................... 19
Buildingtablesofcontents...................... 19
Creatingcustomreports........................ 19
Controllingaccesstoplansandplandata ............. 19
Sharingplaninformation............................ 20
Buildingdictionaries........................... 20
Monitoringplanningprogress....................... 20
MaintainingtheLDRPSdatabase..................... 21
Chapter 2.
Building Plan Structures . . . . . . . . . . . . . 23

Overview:LDRPSplanstructures .................... 23
Definingplanstructurelevels........................ 24
Removingaplanstructurelevel ................. 28
LDRPS Administrator Guide
Definingplanstructurefolders....................... 28
Movingafoldertoanotherlevel ..................... 30
Deletingafolder................................... 31
Creatingplans ..................................... 32
Copyingaplan ............................... 35
Deletingaplan................................ 37
Editingplandetails ............................ 38
Managingplansinafolder.......................... 38
Chapter 3.
Setting LDRPS Security . . . . . . . . . . . . . . 41

Overview:LDRPSsecurity .......................... 42
BeforesettingupLDRPSSecurity .................... 43
Definingsecurityroles .............................. 44
DefiningtheGlobalrole ........................ 45
Settingfeaturepermissions................... 45
Settingdatapermissions ..................... 47
Settingconditionalaccesstorecords........... 51
Settingplanpermissions ..................... 53
Settingconditionalaccesstoplans ............ 58
Settingfolderpermissions ................... 60
Settingconditionalaccesstofolders........... 65
Viewingtherolesummary ..................... 67
Creatinganewrole............................ 67
Defininguseraccounts.............................. 69
Assigningrolestoauseraccount ................ 72
Definingauserspersonalrole.................. 73
HowLDRPSresolvesaccess
acrossmultipleroles ........................ 74
AssigningAdminNavigators ................... 75
ReviewingausersLDRPSaccess................ 75
FolderbasedSecurity............................... 79
SimplefolderbasedSecurityexample......... 80
FolderbasedSecurityrecommendations ......... 80
BestpracticesfordefiningfolderbasedSecurity
(ExistingLDRPS10customers)............... 81
BestpracticesfordefiningfolderbasedSecurity
(Newcustomers) ........................... 83
Settingfolderbasedaccesstoplansanddata...... 84
Table of contents
Chapter 4.
Customizing LDRPS Screens . . . . . . . . . . 87

Overview:ScreenEditor ............................ 87
Settingfielddetails ................................. 88
AddingfieldstoLDRPSscreens...................... 92
Deletingafield .................................... 94
ChangingLDRPSscreenlayout...................... 95
AfterchangingLDRPSscreens ....................... 96
Import/ExportTemplates....................... 96
Security ...................................... 96
LDRPSReports ............................... 97
Definingdisplaynames ............................. 97
Defininggridcolumndisplay........................ 99
Chapter 5.
Customizing LDRPS Languages . . . . . . . 103

Overview:LDRPSLanguages....................... 103
ChangingLDRPSterms ............................ 104
SearchandReplace ........................... 106
Creatingandapplyinganewlanguage .............. 107
UsingLDRPSLanguagePacks................. 107
Creatingalanguage .......................... 107
Deletingalanguage .......................... 109
Applyingalanguage ......................... 110
Chapter 6.
Setting Feature Configuration . . . . . . . . 111

Overview:FeatureConfiguration ................... 111
SettingImportfeatureconfiguration............ 112
SettingExportfeatureconfiguration ............ 113
Settingbatchdeleteconfiguration .............. 116
SettingMessagingconfiguration ............... 117
SettingAuditreportconfiguration .............. 119
Settingplantreeconfiguration................. 120
Settingplanreviewconfiguration .............. 121
Settingdocumentconfiguration ................ 122
Settingemailnotificationconfiguration ......... 123
UpdatingLDRPSLicensing .................... 125
Settingsecurityconfiguration .................. 126
Chapter 7.
Navigator Setup . . . . . . . . . . . . . . . . . . . 129

Overview:NavigatorSetup......................... 129
Advantagesofplannavigators ............... 130
Easeofuse ................................ 130
Trackinguserprogress ..................... 131
Specifyingnavigatorexpiration .............. 131
UsingtheNavigatorSetupscreen................... 132
UsingtheNavigatorSetuptree................. 132
Creatingacustomnavigator ........................ 134
Tipsforcreatingcustomnavigators ............. 134
Creatinganavigatorscreen......................... 136
Mainflownavigatorscreens ................... 137
Corecomponentnavigatorscreens ............. 140
Definingnavigatorsteps........................... 141
Previewinganavigatorscreen ................. 146
Deletingnavigatorsandnavigatorscreens............ 146
StrohlSystemsstandardnavigators.................. 148
BusinessProcessRecovery..................... 148
ApplicationRecovery ......................... 148
SiteEventManagement....................... 149
CrisisManagement ........................... 150
AssigningNavigatorstoPlans ...................... 151
Associatinganavigatorwithplans ............. 151
Chapter 8.
Importing and Exporting Information . 155

Overview:ImportingandExporting ................. 155
Settingfeatureconfiguration ....................... 156
ImportinginformationintoLDRPS .................. 156
Managingimporttemplates ................... 160
Viewingrecentimportjobs.................... 163
ExportingLDRPSinformation...................... 164
Downloadingexporteddata................... 166
Managingexporttemplates .................... 167
Viewingrecentexportjobs .................... 169
Runningabatchdelete............................. 169
Creatingbatchdeletiontemplates .............. 172
Viewingrecentbatchdeletejobs................ 174
Table of contents
Chapter 9.
LDRPS Dictionaries . . . . . . . . . . . . . . . . 177

Overview:LDRPSdictionaries ...................... 177
LDRPSdictionarydescriptions...................... 179
CoreComponents ............................ 179
Logistics .................................... 180
Resources................................... 180
People...................................... 181
Populatingdictionaries ............................ 182
Importinginformationintodictionaries......... 182
Enteringinformationintodictionaries........... 182
Assigningdictionaryrecordstofolders.......... 183
Chapter 10.
Document and Report Manager . . . . . . 185

Overview:DocumentandReportManager ........... 186
ManagingLDRPSreports.......................... 186
Managingreportcategories.................... 187
Creatingcustomreports....................... 189
Viewingandprintingreports.................. 193
Managingdocuments.............................. 195
Managingdocumentcategories ................ 196
AddingadocumenttoLDRPS................. 198
EditingLDRPSdocuments .................... 200
ViewingLDRPSdocuments ................... 201
DeletingLDRPSdocuments ................... 202
Managingtablesofcontents........................ 203
GlobalDefaulttableofcontents.............. 204
Managingtableofcontentscategories ........... 204
Creatingatableofcontents .................... 205
AddingdocumentsandreportstoaTOC ..... 207
DocumentsubstitutioninLDRPSplans ....... 208
Settingupchaptersandpagenumbers........ 209
Movinganddeletingdocumentsandreports.. 212
Assigningatableofcontentstoaplan........ 212
Deletingatableofcontents.................... 213
Chapter 11.
Sending a System Message . . . . . . . . . . 215

SendinganLDRPSmessage........................ 215
Chapter 12.
LDRPS Scheduler . . . . . . . . . . . . . . . . . . 219

Overview:Scheduler .............................. 219
Creatingaschedule ............................... 219
Settingupascheduledimport...................... 221
Settingupascheduledexport....................... 223
Resettingplannavigators ........................ 225
Chapter 13.
Email notification . . . . . . . . . . . . . . . . . . 229

Overview:Emailnotification ....................... 229
Emailnotificationsetup ............................ 230
Samplenotificationmessage ........................ 230
Chapter 14.
Database Copy for Reporting . . . . . . . . 231

Introduction ...................................... 231
Step1:SettingUpaPCtoEditCustomReports....... 232
Step2:CreatingaCopyofYourLDRPS10Database ... 233
LDRPSSecurityandDatabaseContents......... 234
Step3:EditingCustomReportsandSpecifying
YourDatasource .................................. 237
Appendix A
Integrated Logon . . . . . . . . . . . . . . . . . . 243

Overview:IntegratedLogon ........................ 243
SettingupintegratedlogonforLDRPSusers.......... 244
AdditionalstepsforInternetInformation
Server(IIS).................................. 245
Workstationsetupsteps............................ 247
Appendix B
NotiFind Integration . . . . . . . . . . . . . . . 249

Overview:NotiFindIntegration..................... 249
SettingUpNotiFindIntegration..................... 251
DefiningaNotiFindIntegrationProfile .............. 252
DefiningConnectionSettings.................. 253
SelectingInformationtoExport ................ 254
SettingPlanOptions ....................... 255
SettingContactOptions .................... 256
SelectingPlans(optional) ................... 256
MappingLDRPSFieldstoNotiFind.......... 256
SpecifyingNotiFindPasswords................ 258
Table of contents
LaunchingtheSynchronization ................ 259

ViewingNotiFindActivity .................... 260
CurrentActivities .......................... 261
NotiFindReports .......................... 262
PasswordGenerationforNewNotiFindUsers... 265
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
10
Update Summary
ThispagedescribestheupdatestotheLDRPSAdministrator
Guide,bydate.
February 8, 2008
Thefollowingsectionswereupdated:
Chapter 3: Setting LDRPS Security

Thischapterwasrevisedtodescribenewproceduresfor
definingfolderbasedSecurity.
Chapter 5: Customizing LDRPS Languages

Thischapter,formallyCustomizingLDRPSTerms,was
renamed.Newinstructionsforcreatinglanguagesandusing
SearchandReplacewereadded.
Chapter 6: Setting Feature Configuration

ThischapterwasrevisedtodescribethenewSecurityFeature
Configurationscreen.
Chapter 9: LDRPS Dictionaries

assigningDictionaryrecordstofolders.
11
October 11, 2007

Thefollowingsectionwasadded:
Chapter 14: Database Copy for Reporting
August 20, 2007

Thefollowingsectionwasadded:
Appendix B: NotiFind Integration
July 20, 2007

Thefollowingsectionswereupdated:
Chapter 2: Building Plan Structures

selectingadefaulttableofcontentsforaplan.
Chapter 3: Setting LDRPS Security

ThischapterwasrevisedtodescribeassigningAdmin
Navigatorstoauseraccount.
Chapter 4: Customizing LDRPS Screens

ThischapterwasrevisedtodescribeusingthePreFillFrom
optionforpicklisttypefields.
Chapter 10: Document and Report Manager

Thischapterwasrevisedasfollows:
12
Newproceduresforselectingmultipleorallplanswhen
viewingreportswereadded.
Proceduresforassignmentofatableofcontentstoaplan
wererevised.
Preface
LDRPS product description

WelcometoLDRPS,theLivingDisasterRecoveryPlanning
System!Ifyourereadingthisbook,youvebeengivenacritical
jobtodohelpingtoprotectyourorganizationandthepeople
whoworkwithyoufromtheimpactofabusinessdisruption.
Thestakesofadisruptionarealltooreal,andhavinganeffective
responseplanwithallofyourcriticalinformationisabsolutely
crucialtoweatheringthestorm.Revenue,reputation,eventhe
survivalofyourcompanyisatstake.
LDRPSProfessionalguidesyouthroughbuildingtheplansyour
organizationwillneedtoensurethatyouareproperlyprepared
fortheimpactofabusinessdisruption.
Using this book

TheLDRPSAdministratorGuidedescribeshowtoperform
advancedfunctionslikecreatinguseraccounts,definingyour
planstructure,andcustomizingLDRPS.Youcantakethetimeto
readthisbookfromstarttofinish,ifyouwant.Butitiswritten
insuchawaythatyoucanfindtheinformationyouneed
withouthavingtodoso.
Thefollowinginformationwillhelpyounavigatethisbook.
13
Special symbols
Thisbookusestwosymbolstoidentifyspecialinformation
Thepenciliconisusedfortips.Tipsincludecross
references,shortcuts,detailedexplanationsofterms,and
suggestionsforhowtocompleteatask.
! Theexclamationpointisforcautions.Cautionsinclude
warningsandstrongsuggestions.
Using the Index

TheLDRPSAdministratorGuideisthoroughlyindexedtohelp
youfindtheinformationyouneed.Whereverpossible,
synonymsandknownabbreviationsarealsoindexed.TheIndex
beginsonpage273.
Other documentation
StrohlSystemsalsorecommendstheLDRPS10.0UserGuideand
CrystalReportsHelp.
LDRPS User Guide

TheLDRPSUserGuidedescribesthestepsinvolvedinbuildinga
plan.
Crystal Reports Help

TheCrystalReportsonlineHelpprovidesdetailedinstructions
onusingtheCrystalReportwriterthatisintegratedwithLDRPS
10.0.
14
Preface
Products, Services, and Technical Support

AtStrohlSystems,ourgoalistoprovideyouwithprintedand
onlinedocumentationthatiscomplete,accurate,andeasytouse.
However,ifyouareconfrontedwithaquestionthatcantbe
answeredbythedocumentation,youcancontactourTechnical
Supportstaff24hoursaday,7daysaweekatthefollowing
numbers:
USA:(610)7684120or(800)4STROHL(8004787645)
International:+16108782644
Fax:+16107684135
Forinformationonproductupdates,seewww.mystrohl.com.
FormoreinformationonotherStrohlproductsandservices,
includingBIAProfessional,IncidentManager,NotiFind,Hosted
Solutions,Consulting,andtrainingoptions,seetheStrohl
Systemswebpageatwww.strohlsystems.comoryourlocal
StrohlSystemsdistributor.
15
16
The Job of an LDRPS

Administrator
Asanadministrator,youwillberesponsibleforsettingup
LDRPSforyourplannersandcustomizingittomeetyour
companysneedsandstandards.Thischaptergivesanoverview
oftheseresponsibilities,andthechaptersthatfollowexplore
theminmoredetail.
Task
Page
Overview: LDRPS Administration
17
Setting planning standards and goals
18
Controlling access to plans and plan data
19
Sharing plan information
20
Monitoring planning progress
20
Maintaining the LDRPS database
21
Overview: LDRPS Administration

Ifasignificantbusinessinterruptionoccurs,yourbusiness
continuityplansarecrucialtothesurvivalofyourorganization.
Wellconceivedandwellmaintainedcontinuityplanscan
minimizeoreliminatethechaos,confusion,andfinancial
devastationthatsooftencomewithasignificantbusiness
interruption.Complete,uptodateplanscanensurethatyour
organizationispreparedforwhateverliesahead.Incomplete,
outofdate,ornonexistentplanswillleaveyourorganization
vulnerable.
LDRPSisdesignedtohelpyourorganizationcreatethebest
businesscontinuityplanspossiblewithmaximumefficiency.It
isyourbestdefenseagainsttheconsequencesofadisruption.
17
YourjobasAdministratorbringsmanykeyresponsibilities.You
willworkwithyourbusinesscontinuitycoordinatororteamto
establishcorporateplanningstandardstoensureyourvarious
plansarecomprehensiveandconsistent.Youwillcoordinatethe
planningeffortsofmanypeopleacrossmanydepartments,
sometimesevenacrossmanysites.Youllcustomizecertain
LDRPStoolsandtermstoaddressthespecificneedsofyour
organization.
Inaddition,youlldecidewhocanuseLDRPSandwillwatch
theirprogressastheybuildplans.Andyoullperform
occasionaldatabasemaintenancetokeepLDRPSrunning
smoothly.
Letslookateachoftheseresponsibilitiesinmoredetail.
Setting planning standards and goals

Manycompaniesrequirethatplansthroughouttheorganization
followcertainstandards.Standardsoftenincludecommon
languageandterminology,requirements,andtypesofresources.
Asstandardsarecreatedandenforced,plansbecomebetter
organizedanditbecomeseasierforeachdepartmentor
representativetoquicklycreatetheirownplans.Bysettingthese
standards,youllprovideaframeworkforotherstofollow.
Defining your plan structure

ThePlanStructureisthegroupingoftheplansforyour
organization.YousetuptheseplansinOrganizationand
Geographybasedplanfolders.Thisgivesyoutheflexibilityto
defineplanshoweveryouwant,andmaintainseparateplansfor
eachlocation,site,building,division,department,businessunit,
orprocessinyourorganization.
Youllbuildyourplanstructuretoensurethatplansacrossyour
organizationfollowtheproperhierarchy.Forexample,youmay
wanttheplanswithinyourOrganizationplanstructuretobe
builtdowntothespecificdepartmentlevel.
18
The Job of an LDRPS Administrator
Customizing LDRPS
LDRPSisdesignedtobeveryflexiblesothatyoucanchangeit
asneededtomeetthespecificstandardsandrequirementsof
yourorganization.Forexample,ifyourefertothepeopleand
groupsthatprovideservicesasSuppliers,youcanrenamethe
VendorOrgsdictionary.
UsingtheScreenEditor,youcanaddnewfieldsandeditexisting
onestochangefieldlengths,makefieldsrequired,andcreate
picklistsofanswerstochoosefromwhenworkingonthescreen.
Building tables of contents

InLDRPS,atableofcontentsdeterminesthedocumentsand
reportsthatwillbeincludedinapublishedplan.TheTableof
ContentsEditorwithinDocumentandReportManagerletsyou
ensurethatplansacrossyourorganizationhaveconsistent
contentandformat.Youcandefineonestandardtableof
contentsforallplans,orcancreatemultipletablesofcontentsfor
differenttypesofplans.
Creating custom reports

LDRPSshipswithalargenumberofstandardreportsthatallow
youtoreviewyourplaninformation.Youcanduplicatethese
standardreportsanduseCrystalReportstoeditthecustom
versionstosuityourplanningneeds.Andyoucancreateentirely
newreportswhenneeded.
Controlling access to plans and plan data

Theinformationinyourplansiscriticaltoyourorganizationand
highlyconfidential.Astheadministrator,itisimperativethat
youkeepthiscrucialinformationsecure.Employeeerroror
sabotagecouldwreakhavoconyourplans,soyouwillgrant
planaccessonlytoindividualswhoneedit.
Forexample,employeehomephonenumbersandaddressesdo
notneedtobeseenoraccessedbymostemployees.Itisyour
19
job,astheplanadministrator,toensurethatconfidentialplan
informationiskeptconfidential.
LDRPScontainsanextensivesecuritysystemthatletsyou
completelycontrolausersaccesstoLDRPSandyourplans.You
determinewhocanuseLDRPS,whichplansyouruserscan
build,andwhichLDRPSfeaturestheycanuse.
Sharing plan information

Itistheadministratorsjobtomakesurethateveryfunctionin
theorganizationisplannedforandthattheorganizationis
preparedtorespondtoanyinterruption.Whenyouhavemany
plansacrossdepartmentsandlocations,itisveryusefultofind
waystoshareinformationbackandforth.
Building dictionaries
Dictionariesarerepositoriesofcommoninformationthatcanbe
sharedbymultipleplans.Byenteringorimportinginformation
intodictionaries,youmakeitavailabletobeassignedtoplans
ratherthanenteredrepeatedly.Notonlydoesthissavetimeand
effort,itensuresthatplandetailisconsistentandcorrect.
Monitoring planning progress

PlanNavigatorsguideyourusersthroughbuildingplans,
providingalogicalsequenceofstepswithcustomized
instructionsforeachstep.PlansbuiltusingtheseNavigators
followinstructionsandguidelinesthatyouestablishtoensure
consistency.YoulluseNavigatorSetuptocreateandmodify
plannavigatorsaswellastoassignthemtoplansandusers.
Navigatorsalsohelpyoutotracktheworkperformedoneach
planandidentifywhichplanbuilderscoulduseafriendly
remindertocompletetheirplanningassignments.
20
The Job of an LDRPS Administrator
Maintaining the LDRPS database

LDRPSAdministrationtoolsletyouimprovesystem
performance.Youwillberesponsibleforusingthesetoolsto
keeptheLDRPSdatabaserunningsmoothly.
21
22
Building Plan Structures
ThischapterdescribesbuildingLDRPSPlanStructuresand
creatingplans.
Task
Page
Overview: LDRPS plan structures
23
Defining plan structure levels
24
Defining plan structure folders
28
Moving a folder to another level
30
Deleting a folder
31
Creating plans
32
Deleting a plan
37
Editing plan details
38
Managing plans in a folder
38
Overview: LDRPS plan structures

Beforeyoubegincollectingplaninformation,youwilldesign
andbuildyourorganizationsplanstructureanddecidewhich
planstructurelevels,foldersandplansyoullneedtoensure
yourepreparedforanytypeofproblem,fromanisolated
incident(suchasaLANfailure)toacorporatewidecrisis.
LDRPSPlanStructuresallowyoutocreateandorganizeyour
businesscontinuityplanseitherbyorganization,geographically,
orboth.
23
Keepingyourplansorganizedinalogicalwayisimportanttoa
comprehensivebusinesscontinuityprogram.Youlldefinethree
componentstoorganizeyourplans:
Youlldefinetheplanstructureasahierarchyofyour
organizationalsetupand/orlocationsinwhichyour
companyhasapresence.
Youlladdfolderstofurthercategorizethelevels
withintheplanstructureandprovidelogicalstorage
foryourplans.
Youllcreateplanstoaddresseachofyourcompanys
continuityconcernsandaddthemtotheappropriate
folders.
PlanStructuregivesyoutheabilitytosetupplansasyoulike,
withtheflexibilitytomaintainseparateonesforeachlocation,
site,building,division,department,businessunit,orprocessin
yourorganization.Ithelpsyoueasilyaccessyourplansand
understandtherelationshipsbetweenlocations,buildings,floors
anddepartments.ItalsosupportsyourSecurityneeds,assuring
thatplanbuildershaveaccesstoonlythoseplanstheyare
intendedtosee.
Defining plan structure levels

Whenbuildingtheplanstructure,youlldefineupto10levels
eachfortheGeographyandOrganizationstructures.
Planstructurelevelsaredescriptivetermsforthelevelsofthe
hierarchyyouwanttouseforyourcompanysplans.For
example,asampleGeographyplanstructurecouldcontainthe
followinglevels:
Country
Region
State/Province
City
Site
24
Spendalittletimebrainstormingbeforedefiningtheselevelsin
LDRPStodevelopagoodideaofhowyouwillwantyourplans
tobeorganized.Sometipsfordefiningplanstructures:
WhileyoucansetupboththeGeographyand
Organizationstructures,youarenotrequiredto,andit
maymakesensetochoosetheonethatworksbestfor
youandignoretheother.
Aplancanbestoredinmultiplefolders,eitherinthe
sameplanstructureordifferentstructures.For
example,youcouldstoreaplaninthePennsylvaniaand
HarrisburgfolderswithintheGeographyplanstructure,
andintheTradingfolderwithintheOrganizationplan
structure.Keepinmindthattheseoccurrencesarethe
sameplan,notcopies.
LevelnameswithintheOrganizationplanstructureare
uniquefromthosewithintheGeographyplan
structure.
Whenusersviewtheplanstructure,suchaswhenthey
selectplansforprinting,theyseethenumberoflevels
specifiedthroughFeatureConfiguration.Theywillbe
abletoexpandthetreetoseeadditionallevels.For
details,seeSettingplantreeconfigurationonpage
120.
25

Figure 2.1.
26
Administration > Plan Structure > Setup

To create plan structure levels:
1.
OpentheSetupscreen:
SelectAdministrationfromtheiconbaratthetop
ofLDRPS.
ClickthePlanStructuretab.
ClickontheSetupsubtab.
Intheleftnavigationpane,clickthe+nexttothe
OrganizationitemtocreatealevelintheOrganizationplan
structure.Orclickthe+nexttotheGeographyitemtocreate
alevelintheGeographyplanstructure.
3.
Clickontheappropriatelevel.
4.
EntertheLevelNameandDescription.
2.
5.
ClicktheSavebutton.
Clickthe+inthetreetoexpandthelevelanddefine
additionallevelsasdesired.
6.
Levelnamesshouldbegeneraldescriptivetermsto
indicatethetypeoffoldersandplansthatwillbe
storedatthelevel.Forexample,ifyouarebuilding
plansformultiplecountries,thefirstlevelofthe
GeographyplanstructuremightbeCountry,not
UnitedStates.Withinthatlevelyoulldefine
specificfoldersandplansforeachcountry.
Beforeyounamethem,levelsinthestructurearejust
placeholders.Unnamedlevelswillnotdisplaywhen
youaddfoldersandplanstoyourplanstructure.
27

Figure 2.2.
Plan Structure > Sample Geography level setup
To rename a plan structure level:

1.
OpentheSetupscreen:
ofLDRPS.
ClickontheSetupsubtab.
2.
Intheleftnavigationpane,expandtheOrganizationitemor
theGeographyitemtoselectthelevelyouwanttorename.
3.
Enterthenewnameforthelevel.
4.
ClicktheSavebutton.
Removing a plan structure level

Aslongasaleveldoesnothaveanyotheractivelevelsbelow
it,youcanclearthelevelnamebyhighlightingitandclicking
theDeactivatebutton.
Defining plan structure folders

Onceyouhavedefinedplanlevels,youwillcreatefolderswithin
eachleveltostoreplansinalogicalfashion.Typicallythese
28
folderswillbemorespecificdescriptionsofthelevelinwhich
theyappear.UsingthesampleGeographystructureabove,you
couldhavefoldersattheCitylevelforeachcityinwhichyour
companyhasanoffice.Youllthenstoretheplansforeachcity
inthesefolders.
Becauseplanscanresideinmultiplefolders,youhavegreat
flexibilityincategorizingyourplans.
Folderswithineachplanstructureareuniquetothatstructure;a
foldernamedTradingwithintheOrganizationstructureisnot
relatedtoafolderofthesamenameintheGeographystructure.
Figure 2.3. Administration > Plan Structure > Structure
To create a plan structure folder:

1.
2.
OpentheStructurescreen:
ofLDRPS.
ClicktheStructuresubtab.
Geographyitemtoaddafoldertotheappropriateplan
29
structure.
3.
Intheleftnavigationpane,clickthelevelorfolderunder
whichtoaddthenewfolder.
4.
5.
ClicktheNewbutton.
EntertheFolderNameandDescription.
6.
ClicktheSavebutton.
To rename a plan structure folder:

1.
ofLDRPS.
2.
Geographyitemtolocatethefolderyouwanttorename.
3.
Intheleftnavigationpane,clickthefolderyouwantto
rename.
4.
RevisetheFolderNameandDescriptionasneeded.
5.
ClicktheSavebutton.
Moving a folder to another level

Youcanmoveafolderwithinthesameplanstructure,exceptto
itssamelevel.Ifyoumovealevelwithsubfolders,allofthe
subfoldersmovealongwithit,butthenewlevelmustcontain
enoughlevelstoaccommodatethesubfolders.
Allplansinthefolderwillremaininthatfolderwhenitis
moved.
30

To move a plan structure folder to another level:
1.
OpenthePlanStructurescreen:
ofLDRPS.
Geographyitemtolocatethefolderyouwanttomove.
3.
Clickonthefoldername.
4.
ClicktheMovebuttonandselectthefolderorlevelto
whichyouwanttomovethefolder(anditssubfolders).
ClickOKtoconfirm.
2.
Ifthefolderhasfoldersbeneathit,thechild
foldersautomaticallymovewiththeparentfolder,
aslongasthenewlevelorfolderhasenoughlevels
toaccommodatethesubfolders.
Deleting a folder
Youcantdeletefoldersthatcontainplans,norfolderswithsub
foldersthatcontainplans.Youmustfirstmoveordeletethe
plansinthefolder,andmoveordeletethesubfolders.
! Usecautionbeforedeletingplansandfolders.Please
considertheimplicationscarefullybeforetakingthisstep.
To delete a plan structure folder:

1.
ofLDRPS.
31
2.
Geographyitemtolocatethefolderyouwanttodelete.
3.
Clickonthefoldername.
4.
5.
ClicktheDeletebutton.
Iftherearenoplansorsubfoldersinthefolder,LDRPS
deletesthefolderandrefreshesthetree.
Creating plans
Onceyourstructureandfoldersareinplace,youwillcreatethe
plansneededforyourorganizationandassignthemtooneor
morefolders.Whencreatingplans,chooseanamethatisas
descriptiveaspossible.Forexample,ifyouarecreatingaplanto
dealwiththepossibilityofafireataspecificsite,besureto
specifyFireandthesitenamewhennamingtheplan.
Eachplancanbestoredwithinmultiplefoldersinthe
GeographyPlanStructureand/orOrganizationPlanStructure,
butmustbeinatleastonefolderinoneofthestructures.
32

Figure 2.4. Administration > Plan Structure > Plans
To create a plan:
1.
2.
OpenthePlansscreen:
ofLDRPS.
ClickonthePlanssubtab.
Geographyitemtolocatethefolderinwhichtheplanshould
bestored.
3.
4.
ClicktheNewbutton.
SpecifyplaninformationonthePlanDetailstab.
PlannameEnterthenameofthisplan.
PlantypeSelectthekindofplanyouarebuilding.
ClicktheAddbuttontodefineanewplantype.
DepartmentEnterthenameofthedepartmentfor
whichthisplanapplies.
33
BusinessFunctionSpecifythebusinessfunctionfor
whichthisplanapplies.
PlanIDEnterauniqueIDfortheplan.
NavigatorclickBrowsetoselectthenavigatorthat
LDRPSNavigatorInterfaceuserswillseewhenbuilding
thisplan.Fordetails,seeAssigningNavigatorsto
Plansonpage151.
! Usecautionwhenassigninganavigatordirectly
toaplan,becauseanyuserwiththenavigator
interfacewillbeabletoeditaplanwitha
navigatorassignedtoithere.Toallowonly
specificuserstoeditaplanusinganavigator,
usePlanPermissionsinSecurity.Formoredetails,
seeAssigningNavigatorstoPlansonpage151.
34
NavigatorProgressTrackModespecifyhowtocalculate
progressinthenavigator.
PerUsereachuserhashisorherowncopyofthe
plannavigatorandwhenoneusermarksastep
ascomplete,itdoesnotupdatetheotherusers
copiesofthenavigator.Eachuserhashis/herown
completionpercentage.
Collaborationthereisonecopyofthenavigator
sharedbyallusersofthisplan.Anyuserswork
updatesthenavigator,soifoneusermarksastep
ascomplete,allusersseeitascomplete.Thereis
onecompletionpercentagereflectingtheworkof
allusers.
DefaultTableofContentsclicktheBrowselinktoselect
thedefaultTOCforthisplan.Thisspecifiesthe
documentsandreportsthatshowplaninformation
whentheplanispublished.(Youcanassociate
additionalTOCswithaplanwhendefiningadata
permissionsetforaroleinSecurity.)
MasterListIDThemainnumberusedtoidentifya
standard,suchasISO4217,whichstandardizes
currencycodes.
DocumentOwnerTheagencyresponsibleforthe
standard.
EffectiveDateEnterthedatewhenyoubeganapplying
thisstandardatyourcompany.
IssueDateThedatethatthisstandardbecame
acceptedbytheISO.
ContactNameSpecifythepersontocontactatthat
agencyregardingthestandard
IssueNumberEnterthesecondarynumberusedto
identifyastandard,theyearinwhichitwaspublished.
LastTestDateSelectadatetoindicatewhentheplan
waslasttested(ifapplicable).
LastTestTypeDescribethelasttestperformedonthis
plan(ifapplicable).
NextTestDateSelectadatetoindicatewhenthenext
planshouldtakeplace.
NextTestTypeDescribethetypeoftesttoperformon
thenexttestdate.
AdditionaldetailsEnteranynotesrelevanttothisplan.
5.
PathstoPlantabThistabshowsallfoldersinwhichthe
planisstored.
6.
PublishHistorytabThistabshowspreviousprinting
instancesforthisplanandtheusersresponsiblefor
printingthem.ClickonaprintlinktoopenthePDF
versionoftheplan.
7.
ClicktheSavebutton.
Copying a plan
ClickingtheDuplicatebuttoncreatesacopyoftheselectedplan
inthesamefolderastheselectedplan.Copyingaplancreatesa
replicaoftheplananditsassignments,including:
allassignmentstoeachoftheplanssegments
35
assignmentspecificinformation
calllist(s)
tablesofcontentsassignedtotheplan
PlanHomePageinformation(Objectives,Scope/
Assumptions,Strategies,etc.)
! Theseitemswillonlybecopiedonlyiftheuserhas
theappropriatesecurityrights.
Copyingaplandoesnotincludeanyofthefollowing:
Explicitsecurityassignments(thoughconditionalplan
accessfilterscouldgrantaccesstothenewplan)
Planaccountabilities
Review/ApprovePlansettings.
Anyscheduledeventsassociatedwiththeplan.
ThePublishHistoryofthecopiedplan.
To copy a plan:
1.
ofLDRPS.
ClickonthePlanssubtab.
2.
Geographyitemtolocatethefolderinwhichtheplanyou
wanttocopyisstored.
3.
Selecttheplanyouwanttocopy.
4.
ClicktheDuplicatebutton.
5.
36
OpenthePlansscreen:
LDRPScreatesaplancalledCopyofselectedplan.Change
thenameandanyplandetailsasneeded.
6.
ClicktheSavebutton.
Deleting a plan
Usecautionbeforedeletingaplantoensurethattheplanistruly
notneeded.
To delete a plan:
1.
OpenthePlansscreen:
ofLDRPS.
ClickthePlanssubtab.
Geographyitemtolocatethefoldercontainingtheplanyou
wanttodelete.
3.
Selecttheplanyouwanttodeletefromthedatasheetatthe
topofthescreen.
2.
UsetheSearchfeaturetolocateaspecificplan.
4.
Iftheplandoesnotcontaindata,youwillbeaskedto
confirm.
Iftheplancontainsdata,RelatedRecordsshowsitfor
yourreviewbeforeyouconfirmthedeletion.
Iftheplandoesnotcontaindata,clicktheDelete
buttonagaintoremoveit.
37
Editing plan details

To edit plan details:
1.
OpenthePlansscreen:
ofLDRPS.
2.
wanttorevise.
3.
SelecttheplanintheAssignedlist.
4.
Revisetheplandetailsasdesired.
5.
ClicktheSavebuttonwhendone.
Managing plans in a folder

Thissectiondescribeshowtoassignplanstoandremoveplans
fromafolder.
Therearetwowaystoremoveaplanfromafolderwithout
deletingtheplan.
UnchecktheplanintheAssigneddatasheet.Because
eachplanmustbelongtoatleastonefolder,youwill
bepreventedfromuncheckingaplanifitdoesnot
belongtoatleastoneotherfolder.
HighlighttheplaninthedatasheetandclicktheMove
button.
To view a list of plans within a folder:

1.
38
OpenthePlansscreen:
ofLDRPS.
2.
Geographyitemtolocatethefolderyouwanttoview.
3.
TheAssignedtabshowsallplansstoredintheselected
folder.
To assign plans to a folder:

1.
OpenthePlansscreen:
ofLDRPS.
Geographyitemtolocatethefolderyouwanttoview.
3.
ClickontheAllPlanstabandcheckeachplanyouwantto
storeinthecurrentfolder.
2.
UsetheSearchfeaturetolocateaspecificplan.
4.
ThePlanstabshowstheplansyouselected.
To move a plan to another folder:

1.
OpenthePlansscreen:
ofLDRPS.
39
40
2.
wanttomove.
3.
ClicktheMovebutton.Inthepopupwindow,select
thedestinationfolder.
Setting LDRPS Security
Thischapterprovidesdetailsonhowtoestablishandupdate
LDRPSSecurity.
Task
Page
Overview: LDRPS security
42
Before setting up LDRPS Security
43
Defining security roles
44
Defining the Global role
45
Setting feature permissions
45
Setting data permissions
47
Setting conditional access to records
51
Setting plan permissions
53
Setting conditional access to plans
58
Setting folder permissions
60
Setting conditional access to folders
64
Viewing the role summary
66
Creating a new role
66
Defining user accounts
68
Assigning roles to a user account
72
Defining a users personal role
72
How LDRPS resolves access across multiple roles
73
Assigning Admin Navigators
74
41

Task
Page
Reviewing a users LDRPS access
74
Folder-based Security
78
Folder-based Security recommendations
80
Setting folder-based access to plans and data
84
Overview: LDRPS security

BeforewebeginlookingatdefiningLDRPSSecurity,letstakea
fewmomentstodefinesomeofthebasictermsyoullreadabout
inthischapter.
RolesdefineaccesstoLDRPSplans,screens,fields,and
records.Youthenassigntheserolestouserstogivethem
thataccess.Youcandefineasmanyrolesasyouneedand
canassignmultiplerolestoauser.
Withinarole:
DataPermissionsetsdefinewhatrecordstherole
grantsordeniesaccessto,whichfieldstherole
grantsordeniesaccessto,whethertheusercan
addanddeleterecordsinthedatacategoryfor
whichthepermissionsetisdefined.
PlanPermissionsetsdefinewhatplanstheusercan
see.
FolderPermissionsetsdefinewhatfolderstheuser
cansee.Theycanbeusedinconjunctionwithdata
permissionsetsandplanpermissionsetsto
establishfolderbasedsecurity.
AccessLevelsdefinewhetheruserswiththerolecan
addordeleterecordsonLDRPSentryscreens,and
whichfieldstheusercanseeoredit.
TheGlobalroleappliestoallLDRPSusers.Usethisroleto
grantordenyaccessuniversallyforanyonewithLDRPS
access.
42
UserAccountsgivesomeoneinyourorganizationanLDRPS
usernameandpassword.Youdeterminewhichplansand
LDRPSscreenstheusercanaccess,byassigningrolestothe
accountsorbydefiningtheuserspersonalrole.
TheMasterLDRPSinterfaceistheoneyouuseasanLDRPS
administrator(userswillnothaveaccesstoallofthe
featuresthatyoudo).TheLDRPSNavigatorinterfaceguides
usersstepbystepthroughbuildingplansandperforming
administrativetasks.
Before setting up LDRPS Security

BeforebeginningtodefineLDRPSSecurity,takesometimeto
consideryourLDRPSuserneeds.ReviewtheLDRPSinterface
tofamiliarizeyourselfwiththefeatures,screens,andfieldsyour
userscouldsee.Thenanswerthefollowing:
WhichLDRPSfeatures,screens,fields,plansanddatado
youwanttogranttoeveryoneinyourorganization?What
doyouwanttomakesurethatnooneseeswhenloggingin
toLDRPS?
Howisyourorganizationsplanningstructuresetup?Do
youhaveonlyafewpeopleworkingonallofyourplans,or
doyourequiremanyusers,eachworkingononlyaspecific
subsetofyourplans?
WhoinyourorganizationneedstologontoLDRPS?Do
youwantsomeoftheseuserstousetheguidedLDRPS
NavigatorinterfaceratherthantheLDRPSMasterinterface?
Consideringthenumberofusers,dotheyneedhighly
customizedaccesstoLDRPS?
DoyouwanttoutilizefolderbasedSecurity?(Seepage78
formoredetails.)
Answeringthesequestionswillhelpyouidentifywhichroles
anduseraccountsyouwillneedandhowyouwillwantthem
assignedtoyourusers.
43
Defining security roles

SecurityrolesdefineaccessrightsforoneormoreLDRPSusers.
Rolescangrantordenyaccesstoafeature,field,recordorplan.
Wheneveraroledeniesaccess,thatalwaysoverridesanyother
rolethatgrantsaccess.
LDRPSfeaturesthefollowingtypesofroles:
TheGlobalroleappliestoallLDRPSusers.Usethisroleto
grantordenyaccessuniversallyforanyonewithLDRPS
access.
Youcancustomizeaccessforspecificusersthrough
theuserspersonalrole.Fordetails,seeAssigning
rolestoauseraccountonpage72.
Generalrolesdefineaccessrightsforalluseraccountsto
whichtheyareapplied.Youwillselectfromtheseroles
whendefiningeachuseraccount.
NavigatorrolesgrantusersoftheLDRPSNavigatorsaccess
totheappropriatescreensandfeaturesforeachnavigator.
Eachuserspersonalrolefinetuneshis/heruseraccountwith
accessrightsthatareuniquetothatuser.
Bydefault,theGlobalrole,eachuserspersonalrole,andanynew
roleyoucreatedonotgrantordenyaccesstoanyplansordata.
Youwillsetrolesdefinethefollowing:
44
FeatureswhichLDRPSfunctionsauserwiththerolecan
see,andwhichareexplicitlydenied.
Datawhatrecordsauserwiththerolecanaccess,what
fieldstheusercansee,andwhichareexplicitlydenied.
Planswhichplansauserwiththerolecansee,which
plansareexplicitlydenied,andwhethertheusercanadd
ordeleteplans.
FolderswhichfolderswithintheOrganizationand
Geographystructuresuserswiththerolecansee,and
whichfoldersareexplicitlydenied.
YoucanassignmultiplerolestoausertolayerSecurityforyour
organization,andcancustomizeeachusersaccessthroughhis/
herpersonalrole.
Defining the Global role
TheGlobalroleappliestoeveryonewithanLDRPSuseraccount.
Ifthereisafieldorfeaturethatyouwanttocompletelyhide
fromallusers,theGlobalroleisagoodwaytodoit.Similarly,if
therearefeaturesyouwantalluserstosee,includingtheminthe
Globalrolehelpsyouavoidhavingtoincludetheminthecustom
rolesyourcreate.
Whilethisisagreatwaytosavetime,becarefulwhat
youincludeintheGlobalrolebecauseitmayrequire
considerablecustomizationattheuserlevel.Youarent
requiredtoupdatetheGlobalrole.Forinstructionson
creatingcustomroles,seeCreatinganewroleonpage
66.
Setting feature permissions

FeaturepermissionsestablishwhatLDRPSfeaturesuserswith
therolewillseewhenloggingontoLDRPS.
ThefollowingtableexplainseachcategoryofLDRPSfeatures
withintheFeatureAccessscreen.
Category
Description
Home
Grant or deny access to the five major LDRPS

features: Administration, Dictionaries,
Document and Report Manager, Plans, and
Publish.
If denied or not granted, these features are
completely hidden from the users view,
regardless of what is specified in the categories
below.
45

Category
Description
Data Categories
Grant or deny access to each data category

type in Plans and in Dictionaries.
Note: Dictionaries must be granted under
Home in order to access data categories
through the Dictionaries icon.
Plans
Grant or deny access to Geography and

Organization plan structure nodes and areas
within Plans.
Document and
Report Manager
Grant or deny access to each sub screen within

Document and Report Manager.
Note: If Document and Report Manager is
denied under Home, granting access here does
not apply.
Administration
Grant or deny access to advanced LDRPS

features.
Note: If Administration is denied under Home,
granting access here does not apply.
Grant Security Setup: Regional Admin to

allow users with this role to create user
accounts and assign specific Roles.
Grant Security Setup: Security Admin to

give users all LDRPS Security rights
(create users, create and assign Roles,
etc.).
Other
Grant or deny access to the Related Records

screen when a user attempts to delete a record.
To set feature permissions for a role:

1.
46
Opentheroleforwhichyouwishtosetfeature
permissions:
ofLDRPS.
SelecttheSecuritySetuptab.
SelecttheRolestabandclickontheRolesiteminthe
tree.
2.
Clickthe+nexttothenameoftheroleforwhichyouwant
todefinefeaturepermissions,andselectFeatures.
Figure 3.1. Security Setup > Roles > New Role
3.
Clickthe+toexpandeachcategoryoffeaturesandcheck
anoptionwhereappropriatetograntordenyaccess:
Uncheckeduserswiththisroleassignedwillnotsee
thefeatureunlessitisgrantedthroughanotherrole.
Grantuserswiththisroleassignedwillseethefeature
unlessitisspecificallydeniedthroughanotherrolealso
assignedtotheuser.
Denyuserswiththisroleassignedwillneverseethe
feature,regardlessofwhetheritisgrantedthrough
anotherrole.
Setting data permissions

Datapermissionsallowyoutodefinehowtherolegrantsaccess
torecordsineachdictionaryordatatype.Youwillselector
createpermissionsets,whichdefine:
whatrecordstherolegrantsordeniesaccessto,
whichfieldstherolegrantsordeniesaccessto,and
47
whethertheusercanaddanddeleterecordsinthedata
categoryforwhichthepermissionsetisdefined.
Eachdatatypecanhavemultiplepermissionsetsassignedto
grantdifferenttypesofaccess.
To set data and field permissions for a role:
1.
Opentheroleforwhichyouwishtosetpermissions:
ofLDRPS.
tree.
2.
todefinefeaturepermissions,andselectData.
3.
Clickthe+nexttoDataandselectthedatatypeforwhich
youwanttosetfieldandrecordaccess.
Figure 3.2. Security Setup > Roles > Data > Permission Set
48
4.
Dooneofthefollowing:
Selectthepermissionsetthatyouwanttoapply.
5.
6.
7.
ClicktheNewbuttontocreateapermissionset.
Enterthepermissionsetnameanddescription
ClicktheBrowselinknexttotheSecurityAccess
Levelfieldandselecttheaccesslevel,whichdefines
accesstofieldsonthedictionaryscreenforthis
datatype.Ifyouneedanewaccesslevel,seeTo
createadataaccesslevel:onpage49.
ClicktheOKbuttontoclosetheModifyAccessLevel
screen.
ClicktheSavebutton.
ClickontheWhich(datatype)tabtospecifytherecordsto
whichthepermissionsetapplies.
Applytoallthispermissionsetappliestoeveryrecord
ofthisdatatype.
PickspecificclicktheBrowselinktoselectspecific
recordstowhichthepermissionsetapplies.
Applyto(datatype)thatmeetspecificconditionsclick
theDefineConditionslinktodefinecriteriato
automaticallyselectrecordsforwhichthepermission
setapplies.Forinstructionsoncreatingconditions,see
Settingconditionalaccesstorecordsonpage51.
ClicktheSavebutton.
To create a data access level:

1.
WhencreatingorviewingaPermissionsetforarole,click
theBrowselinknexttotheSecurityAccessLevelfield.The
ModifyAccessLevelwindowopens.
2.
ClicktheNewbuttonandenterthenameofthenew
accesslevel.
49
3.
4.
ClicktheSavebutton.
SelecttheFieldAccesstabtospecifyaccesstospecificfields.
Figure 3.3. Security Setup > Roles > Data Permissions > Access Level
Specifywhetheryouwanttheroletograntordenythe
abilitytoinsertanddeleterecordsofthisdatatype.
Specifytheaccesslevelforeachfield:
GrantReadAuserwiththisrolecanseethefield
anddatawithinit,buttheycantadddatatothe
fieldordeletedatafromit.
GrantWriteAuserwiththisrolecanseethefield
anddatawithinit,andcanadddatatothefieldor
deletedatafromit.GrantReadisautomatically
assignedaswell.
! YoumustcheckGrantWriteforallrequired
fieldsforausertobeabletoinsertnew
records.
50
DenyReadThefieldanddatawithinitare
completelyhiddenfromuserswiththisrole
assigned.DenyWriteisautomaticallyassignedas
well.
DenyWriteIfauserwiththisrolecanseethefield
anddatawithinit,theusercannevereditthis
informationinanyway.
Thechartthatfollowsindicateshowfieldaccessisresolved
fortheallowablecombinationsoftheselevels.
Grant
Read
No
Yes
Yes
No
Yes
5.
Grant
Write
No
No
Yes
No
No
Deny
Read
No
No
No
No
No
Deny
Write
No
No
No
Yes
Yes
Field Access
No Access
Read Field
Write Field
No Access
Read Field
IfthedatatypehasanEntailedFieldAccesstab,clickittoset
specificaccesstoassignmentscreensandfields.
IfyoucheckGrantAssign,userswiththisrolewillseethe
assignmenttab.IfyoucheckDenyAssign,thistabwillbe
hidden.
Setting conditional access to records

Conditionsgrantaccesstoplansthatmeetcertaincriteria(avalue
incertainfields,forexample).Theseconditionscanbebuilt
aroundinformationinfieldsoraroundfolders.
Thefollowingstepsdescribesettingfieldbasedconditions.For
detailsonfolderbasedconditions,seeTosetfolderbased
conditionalaccesstoplansordataonpage84.
Keepinmindthatfieldbasedconditionsandfolderbased
conditionscanbecombinedinthesameconditionalaccess
statement.
To set field-based conditional access to records:
1.
Whendefiningadatapermissionset,clickontheWhich
(datatype)tab.
2.
CheckApplyto(datatype)thatmeetspecificconditions.
3.
ClicktheDefineConditionslink.TheSecurityCondition
Builderwindowopens.
51

Figure 3.4. Security Setup > Security Condition Builder > Field-based
4.
Clickthefirstdropdownarrowandselectafieldfromthe
datascreen.
! Fordetailsonhowtospecifyconditionalaccess
basedonfolders,seeTosetfolderbasedconditional
accesstoplansordataonpage84.
5.
52
Selectanoperatortoindicatehowtheconditionwillbe
met.
Operator
Description
= (Equal to)
Finds all records that exactly match what you

enter in the selected field.
<> (Not equal to)
Finds all records that do not contain exactly

what you enter in the selected field.
Contains
Finds records with the string you enter

somewhere within the field.
Does Not Contain
Finds records that do not include the string you

enter somewhere within the field.
Starts With
Finds all records that have information in the

field beginning with what you enter.
Ends With
Finds all records that have information in the

field ending with what you enter.
Is Null
Finds all records in which the selected field is

empty.
Is Not Null
Finds all records that have any value entered in

the selected field.
6.
Enterthetextthattheconditionislookingtomatch.
ClicktheBrowselinktoselectfrominformationalready
enteredintheselectedfield.
7.
Toaddanothercondition,click
8.
Ifmultipleconditionsexist,clickaradiobuttonontheleft
tospecifywhetheralloranyoftheconditionsmustbemet
forarecordtoqualify.
9.
theNewbutton.
ClicktheSavebutton.
Setting plan permissions

Planpermissionsetsdefine:
whatplanstherolegrantsordeniesaccessto,
whichplanfieldstherolegrantsordeniesaccessto,
whichplanspecificassignmentscreensandfieldsthe
rolegrantsordeniesaccessto(entailedfieldaccess),
and
whethertheusercanaddanddeleterecordsinthe
plansforwhichthepermissionsetisdefined.
Ifyouarealargerorganizationwithmanyplans,its
generallyagoodideatoavoidestablishingplanaccess
throughtheGlobalroleunlessyouwanttodefineplan
accessconditionally.
To set plan permissions for a role:

1.
ofLDRPS.
53
2.
tree.
todefineplanpermissions,andselectPlans.
Figure 3.5. Security Setup > Roles > Plans
3.
54
Enterthepermissionsetnameanddescription.
accesstofieldsonthedictionaryscreenforthis
datatype.Ifyouneedanewaccesslevel,seeTo
createaplanaccesslevel:onpage55.
ClicktheOKbutton.
SelecttheNavigatorthatuserswiththeLDRPS
Navigatorinterfacewillusetoguidethemthrough
buildingtheplansgrantedthroughthepermission
set.ThiswillbeignoredforLDRPSMasterInterface
users.
4.
5.
6.
Specifyhowtheworkofnavigatorusersshouldbe
calculated.Ifyouselectperuser,eachpersons
workisupdatedindependently.Ifyouchoose
collaboration,theworkofanyuserupdatesthe
percentagecomplete.
ClicktheSavebutton.
ClickontheWhichPlanstabtospecifytheplanstowhich
thepermissionsetapplies.
Applytoallplansthispermissionsetappliestoevery
plan.
PickspecificplansclicktheBrowselinktoselectspecific
planstowhichthepermissionsetapplies.
Applytoplansthatmeetspecificconditionsclickthe
DefineConditionslinktodefinecriteriatoselectplans
forwhichthepermissionsetapplies.Forinstructions
oncreatingconditions,seeSettingconditionalaccess
toplansonpage58.
ClicktheSavebutton.
To create a plan access level:

1.
Whencreatingorviewingaplanpermissionsetforarole,
clicktheBrowselinknexttotheSecurityAccessLevelfield.
TheSelectAccessLevelwindowopens.
55

Figure 3.6. Security Setup > Roles > Plans > Modify Access Level
2.
3.
4.
56
accesslevel.
ClicktheSavebutton.
SelecttheFieldAccesstabtospecifyaccesstospecificfields.

Figure 3.7. Security Setup > Roles > Plan Permissions > Access Level
Specifywhetheryouwanttheroletograntordenythe
abilitytoinsertanddeleterecordsofthisdatatype.
Specifytheaccesslevelforeachfield:
GrantReadAuserwiththisrolecanseethefield
anddatawithinit,buttheycantadddatatothe
fieldordeletedatafromit.
GrantWriteAuserwiththisrolecanseethefield
anddatawithinit,andcanadddatatothefieldor
deletedatafromit.GrantReadisautomatically
assignedaswell.
! YoumustcheckGrantWriteforallrequired
fieldsforausertobeabletoinsertrecords.
DenyReadThefieldanddatawithinitare
completelyhiddenfromuserswiththisrole
assigned.DenyWriteisautomaticallyassignedas
well.
DenyWriteIfauserwiththisrolecanseethefield
anddatawithinit,theusercannevereditthis
informationinanyway.
57
Thechartthatfollowsindicateshowfieldaccessisresolved
Grant
Read
No
Yes
Yes
No
Yes
5.
Grant
Write
No
No
Yes
No
No
Deny
Read
No
No
No
No
No
Deny
Write
No
No
No
Yes
Yes
Field Access
No Access
Read Field
Write Field
No Access
Read Field
ClicktheEntailedFieldAccesstabtosetspecificaccessto
planlevelassignmentscreensandfields.
Ifyoudonotcheckanoption,thistabwillbehidden.
IfyoucheckGrantAssign,userswiththisrolewillsee
theplanspecificassignmentstab.
IfyoucheckDenyAssign,thistabwillbehidden.
Setting conditional access to plans

Conditionsgrantaccesstoplansthatmeetcertaincriteria(avalue
incertainfields,forexample).Theseconditionscanbebuilt
aroundinformationinfieldsoraroundfolders.
Thefollowingstepsdescribesettingfieldbasedconditions.For
detailsonfolderbasedconditions,seeTosetfolderbased
conditionalaccesstoplansordataonpage84.
Keepinmindthatfieldbasedconditionsandfolderbased
conditionscanbecombinedinthesameconditionalaccess
statement.
To set field-based conditional access to plans:
58
1.
Whendefiningaplanpermissionset,clickontheWhich
Planstab.
2.
CheckApplytoplansthatmeetspecificconditions.
3.
Builderwindowopens.

Figure 3.8. Security Setup > Security Condition Builder > Field-based
4.
Clickthefirstdropdownarrowandselectafieldfromthe
datascreen.
basedonfolders,seeTosetfolderbasedconditional
accesstoplansordataonpage84.
5.
met.
Operator
Description
= (Equal to)
Finds all plans that exactly match what you

<> (Not equal to)
Finds all plans that do not contain exactly what

you enter in the selected field.
Contains
Finds plans with the string you enter

Does Not Contain
Finds plans that do not include the string you

Starts With
Finds all plans that have information in the field

beginning with what you enter.
Ends With
Finds all plans that have information in the field

ending with what you enter.
Is Null
Finds all plans in which the selected field is

empty.
Is Not Null
Finds all plans that have any value entered in

the selected field.
6.
59
7.
8.
foraplantoqualify.
9.
theNewbutton.
ClicktheSavebutton.
Setting folder permissions
FolderpermissionsestablishwhatLDRPSplanstructurefolders
userswiththerolewillseewhenloggingontoLDRPS.This
applieswhenusersseetheLDRPSplanstructure(e.g.,selecting
planstoprint).
Beyondgrantingaccesstofolders,youcanoptionally
baseaccesstoLDRPSplansanddataaroundfolder
access.Thisallowsyoutolimitausersaccesstoonly
thoseplansandrecordsstoredinspecificfolders.For
moredetails,seeFolderbasedSecurityonpage78.
DefaultfolderpermissionsinLDRPSSecuritydifferbetween
existingLDRPS10customers(LDRPS10.2.742orearlier)and
newLDRPScustomers,asfollows:
60
Forexistingcustomersupgradingfrom742orearlier,the
GlobalrolegrantsfullaccesstoallfoldersintheGeography
andOrganizationplanstructure.Thiscontinuesthesame
folderaccessgrantedtoallusersinearlierLDRPS10
versions.
Ifyouarecomfortablewiththis,youneednottake
anyactions.
Ifdesired,youcanremovethefolderaccess
grantedthroughtheGlobalroleanddefinemore
specificfolderaccessthroughotherroles,granting
usersaccesstoonlythosefoldersthattheyrequire.
Fornewcustomers,theGlobalroledoesnotgrantaccessto
anyfolders.Youmustdefinerolestoestablishanyfolder
accessforyourusers.
! Inadditiontothesesettings,youmustalsoset
Featurepermissionstograntauseraccesstothe
Geographyand/orOrganizationplanstructurenodes.
SeeSettingfeaturepermissionsonpage45.
To set folder permissions for a role:

1.
2.
ofLDRPS.
tree.
todefinefolderpermissions,andselectGeographiesor
Organizations.
Figure 3.9. Security Setup > Roles > Organizations > Permission Set
61
3.
4.
5.
6.
Enterthepermissionsetnameanddescription.
whetherusershavereadorwriteaccesstothe
folder(s).Ifyouneedanewaccesslevel,seeTo
createadataaccesslevel:onpage49.
ClicktheOKbuttontoclosetheModifyAccessLevel
screen.
ClicktheSavebutton.
ClickontheWhich(foldertype)tabtospecifythefoldersto
whichthepermissionsetapplies.
Applytoallthispermissionsetappliestoallfolders.
PickspecificclicktheBrowselinktoselectspecific
folderstowhichthepermissionsetapplies.
Applyto(foldertype)thatmeetspecificconditionsclick
theDefineConditionslinktodefinecriteriato
automaticallyselectfoldersforwhichthepermission
setapplies.Forinstructionsoncreatingconditions,see
Settingconditionalaccesstofoldersonpage64.
Ifyouwantthispermissionsettoapplytosubfoldersof
thoseselectedinstep5,checkIncludeSubfolders.
! Subfoldersareautomaticallyincludedinthe
permissionsetwhenyouchoosetheApplytoAll
option.
7.
ClicktheSavebutton.
To create a folder access level:

1.
62
WhencreatingorviewingaFolderPermissionSetfora
role,clicktheBrowselinknexttotheSecurityAccessLevel
field.TheSelectAccessLevelwindowopens.
2.
accesslevel.
3.
4.
ClicktheSavebutton.
SelecttheFolderAccesstab.
Figure 3.10. Security Setup > Roles > Organizations > Access Level
Specifytheaccesslevel:
GrantReadAuserwiththisrolecanseethefolder
andmakeassignmentstoit.
GrantWriteAuserwiththisrolecanseethe
folderandmakeassignmentstoit.Iftheuserhas
accesstothePlanStructurescreen,he/shewillbe
abletorevisefolderdetailsordeletethefolder.
DenyReadThefolderishiddenfromusers.
DenyWriteIftheusercanseethefolder(through
grantread),andhasaccesstothePlanStructure
screen,he/shewillnotbeabletorevisefolder
63
detailsordeletethefolder.Iftheuserdoesnot
havereadaccess,itwillbehiddenentirely.
Thefollowingchartindicateshowfieldaccessisresolved
Grant
Read
No
Yes
Yes
No
Yes
Grant
Write
No
No
Yes
No
No
Deny
Read
No
No
No
No
No
Deny
Write
No
No
No
Yes
Yes
Folder
Access
No Access
Read Folder
Write Folder
No Access
Read Folder
! Grantingordenyingaccesstoafolderdoesnot,by
itself,grantordenyaccesstotheplansanddata
withinthefolder.Dataandfeaturepermissionsmust
besetinconjunctionwithfolderaccess.
Setting conditional access to folders

FolderConditionsgrant/denyaccesstofoldersthatmeetcertain
criteria(avalueincertainfields,forexample).
To set conditional access to folders:
1.
WhendefiningaGeographiesorOrganizationspermission
setclickontheWhich(foldertype)tab.
2.
CheckApplyto(foldertype)thatmeetspecificconditions.
3.
Builderwindowopens.
Figure 3.11. Security Setup > Security Condition Builder
64
4.
Clickthefirstdropdownarrowtoselectafieldfromthe
foldernamescreen.
5.
met.
Operator
Description
= (Equal to)
Finds all folders that exactly match what you

<> (Not equal to)
Finds all folders that do not contain exactly

what you enter in the selected field.
Contains
Finds folders with the string you enter

Does Not Contain
Finds folders that do not include the string you

Starts With
Finds all folders that have information in the

field beginning with what you enter.
Ends With
Finds all folders that have information in the

field ending with what you enter.
Is Null
Finds all folders in which the selected field is

empty.
Is Not Null
Finds all folders that have any value entered in

the selected field.
6.
7.
8.
forafoldertoqualify.
9.
theNewbutton.
ClicktheSavebutton.
65
Viewing the role summary

Highlightingtherolenameintheleftnavigationareaopensthe
RoleSummaryscreen,whichprovidesanoverviewoftheaccess
grantedbytherole.
Figure 3.12. Security Setup > Roles > Role Summary
Creating a new role

InadditiontotheGlobalrole,youcancreateadditionalrolesas
neededtoprovidecustomizedLDRPSaccess.Theserolescanbe
asspecificasyourequire.Someexamples:
66
YousetuptheGlobalroletoestablishwhichLDRPS
screens,fieldsandfeaturesyouwantallofyourplan
builderstosee.Thenyoudefinerolestogiveyourplan
buildersaccesstothespecificplanstheyareexpected
tobuildandtotheappropriatedatafortheseplans.
(TheITrolegivesaccesstoonlyITplansanddata,the
TradingrolegivesaccesstoonlyTradingDepartment
plansanddata,etc.)
YousetuptheGlobalroletoestablishwhichLDRPS
screens,fieldsandfeaturesyouwantallofyourplan
builderstosee,excludingallLDRPSAdministrative
featuresfromthisrole.Thenyoudefinean
AdministratorrolethatgrantsaccesstotheseLDRPS
administrativefeatures,andassignthisroletoonlythe
useraccountsthatshouldseetheseadvancedfeatures.
Youcanalsocustomizeausersaccessthroughthe
userspersonalrole.Fordetails,seeAssigningroles
toauseraccountonpage72.
To create a Security role:

1.
OpenSecurity:
ofLDRPS.
treeontheleft.
Figure 3.13. Security Setup > Roles > New Role
2.
ClicktheNewbutton.
67
3.
Enteranameanddescriptionfortherole.
4.
5.
ClicktheSavebutton.
Whencreated,therolegrantsaccesstonothing.Toset
accessrights:
FordetailsonhowtosetaccesstoLDRPSfeatures,see
Settingfeaturepermissionsonpage45.
FordetailsonhowtosetaccesstoLDRPSdataand
fields,seeSettingdatapermissionsonpage47.
FordetailsonhowtosetaccesstoLDRPSplans,see
Settingplanpermissionsonpage53.
FordetailsonhowtosetaccesstoLDRPSfolders,see
Settingfolderpermissionsonpage60.
Defining user accounts

Onceyouhaveestablishedtherolesyouneedtograntaccess
rights,youlldefineauseraccountforeachpersoninyour
organizationthatyouwanttohaveanLDRPSlogin.Youll
associateroleswitheachuseraccounttodeterminewhich
LDRPSfeatures,screens,fields,plans,andrecordsthatuserwill
see.
YoudefineuseraccountsthroughtheUserstabontheSecurity
Setupscreen.
68

Figure 3.14. Security Setup > Users
To create an LDRPS user account:

1.
OpenSecurity:
ofLDRPS.
2.
SelecttheUserstabintheleftnavigationpane.TheSecurity
Userscreendisplays.Thedatasheetatthetopofthescreen
showsanyexistingLDRPSusers.
3.
ClicktheNewbutton.ThefieldsontheUserDetailstab
arecleared.
69

Figure 3.15. Security Setup > Users > User Details
4.
Enteruserdetails:
UserNamespecifythenametheuserwillenterwhen
loggingontoLDRPS.
Entertheusersfirstandlastname.
EmployeeClickBrowsetoselecttheLDRPSemployee
recordtoassociatewiththisuseraccount.
Emailentertheusersemailaddress.Keepinmind
thatausermusthaveanemailaddressspecifiedin
ordertoreceiveLDRPSemailnotifications.
InterfaceTypeSelecttheLDRPSinterfacethatthisuser
willsee:
TheLDRPSMasterinterfaceistheinterfaceyouuse
asadministrator(withaccessonlytofunctions
grantedthroughSecurity).
TheLDRPSNavigatorinterfacedirectsusersto
performtheirworkusingstepbystepNavigators.
LanguageClickBrowsetoselectthelanguagetheuser
willseeintheLDRPSinterface.
MustChangePasswordifchecked,theuserwillbe
requiredtochangehisorherownpasswordwhenhe/
shenextlogsontoLDRPS.
PasswordExpirationDatechooseoneofthefollowing:
70
Ifyoudonotwanttheuserspasswordtoexpire,
selectNever.
Ifyouwouldliketheuserspasswordtoexpireon
afuturedate,selectAfterandclickthedropdown
arrowtoselectadatefromthecalendar.
Ifyouwantthepasswordtoexpireataregular
interval,chooseEveryandselectanumberofdays.
Figure 3.16. User Details > Password Expiration Date
Ifyouwanttoclearthedate,highlightitand
presstheDeletekeyonyourkeyboard.
IsLockedifchecked,theusersaccountismade
inactive,meaningtheusercannotlogin.
! IflogonlockoutisenabledinFeature
Configuration,thisfieldisautomaticallychecked
aftertheuserreachesthemaximumnumberof
failedlogonattempts.
5.
6.
AddImageclickthisbuttontouploadafile,suchasa
personnelphotooftheuser.
ClicktheSavebutton.
LDRPSpromptsyoutoentertheuserspassword.(This
passwordmustcontainatleasteightcharacters,including
atleastonecapitalletter,atleastonelowercaseletter,and
atleastonenumberbetween0and9.)Entertheusers
passwordtwiceandclickOK.(IfMustChangePasswordis
checked,theuserwillbeaskedtochangeitafterlogging
on.)
71
Assigning roles to a user account

Eachuseraccountautomaticallyreceivestheaccessrights
definedintheGlobalrole.Youcancustomizeausersaccessin
twoways:
AssignrolestotheuseraccountviatheRolestab.
Setuptheuserspersonalroletograntaccessthatis
uniquetothatuser.
Defining a users personal role

Eachuserspersonalrolefinetuneshis/heruseraccountwith
accessrightsthatareuniquetothatuser.Forexample,ifyou
wanttohideafieldfromthatuseronly,denyingitinthe
personalroleassuresthatitwillstillbeavailabletootherusers.
To define a users personal role:
1.
72
OpentheuseraccountinSecurity:
ofLDRPS.
SelecttheUserstab.
Highlighttheuserinthedatasheetatthetopofthe
screen.
2.
ClicktheEditPersonalRolebutton.TheUsersPersonalRole
windowopens.
3.
DefinetheFeatures,DataandPlanaccessforthisuser.
FordetailsonhowtosetaccesstoLDRPSfeatures,see
Settingfeaturepermissionsonpage45.
FordetailsonhowtosetaccesstoLDRPSdataand
fields,seeSettingdatapermissionsonpage47.
FordetailsonhowtosetaccesstoLDRPSplans,see
Settingplanpermissionsonpage53.
FordetailsonhowtosetaccesstoLDRPSfolders,see
Settingfolderpermissionsonpage60.
To assign roles to a user account:

1.
2.
ofLDRPS.
SelecttheUserstab.
screen.
ClickontheRolestab.
Figure 3.17. Security Setup > Users > Roles
3.
Selecteachroleyouwanttoassigntotheuser.
How LDRPS resolves access across multiple

roles
Whenauseraccounthasmultiplerolesassigned,itisvery
possiblethattheserolescouldgrantdifferingfieldaccess.The
followingchartshowstheresolvedfieldaccessgrantedby
LDRPSthroughallpossiblevalidcombinationsofmultipleroles.
Grant
Read
No
Yes
Yes
Yes
No
Grant
Write
No
No
Yes
Yes
No
Deny
Read
No
No
No
Yes
No
Deny
Write
No
No
No
Yes
Yes
Field Access
No Access
Read Field
Write Field
No Access
No Access
73
Yes
No
Yes
No
Yes
Yes
No
No
No
Yes
Yes
Yes
Read Field
Read Field
Read Field
Assigning Admin Navigators

IftheuserseestheLDRPSNavigatorinterface,youcangrant
thatusernavigatorstoperformadvancedLDRPSfunctionslike
creatingplansanddefininguseraccounts.
! Regardlessofwhatyouselecthere,theuserwillnotsee
thesenavigatorsunlessNavigatorInterfaceischosenasthe
InterfaceTypeontheUserDetailstab.
Figure 3.18. Security Setup > Users > Admin Navigators
KeepinmindthatauserwithanAdminNavigatorassigned
mustalsobegrantedaccesstothescreensusedbythenavigator.
Reviewing a users LDRPS access

TabsontheUserDetailsscreenallowyoutoseetheplan,feature
anddataaccessgrantedthroughthecombinationoftheGlobal
role,theuserspersonalrole,andanyotherrolesassignedtothe
user.
To review a users plan access:
1.
74
ofLDRPS.
2.
SelecttheUserstab.
screen.
ClickonthePlanAccesstab.
Figure 3.19. Security Setup > Users > Plan Access
3.
Thistabshowsallplanstowhichtheuserhasaccess,and
therolesthroughwhichthataccessisgranted.
To review a users feature access:

1.
ofLDRPS.
SelecttheUserstab.
screen.
75
2.
ClickontheFeatureAccesstab.
Figure 3.20. Security Setup > Users > Feature Access
3.
Thistabshowsallfeaturestowhichtheuserhasaccess,
andtherolesthroughwhichthataccessisgranted.
To review a users data access:

1.
ofLDRPS.
SelecttheUserstab.
screen.
2.
ClickontheDataAccesstab.
3.
ClickontheRolestab.
Figure 3.21. Security Setup > Users > Data Access
76
4.
Thistabshowsalldatatowhichtheuserhasaccess,and
therolesthroughwhichthataccessisgranted.
To edit an LDRPS user account:

1.
2.
3.
ofLDRPS.
SelecttheUserstab.
screen.
Changetheusersdetailsasdesired.
Tochangetherolesassignedtotheuser,clickonthe
Rolestab.
Tochangetheusersuniqueaccessrights,clicktheEdit
PersonalRolebutton.
Toestablishanewpasswordfortheuser,clicktheSet
Passwordbutton.Entertheusersnewpasswordtwice
andclickOK.
Onceyouhavemadeyourchanges,clicktheSave
button.
To delete an LDRPS user account:

1.
ofLDRPS.
SelecttheUserstab.
screen.
77
2.
ClicktheDeletebutton.Whentheconfirmationmessage
displays,clickYes.
Theuserisremovedfromthedatasheetatthetopofthe
screenandthatpersonwillnolongerhaveaccessto
LDRPS.
! Youcannotdeletetheaccountunderwhichyouare
currentlyloggedin.
Folder-based Security
LDRPS10providesanopportunitytoassociaterecordswith
specificfolderswithintheOrganizationandGeographyplan
structure,justasplansare.TheFolderBasedViewtabin
Dictionariesallowsuserstoassigndictionaryrecordstothese
folders.Additionally,recordsaddedwhileusersworkonaplan
areautomaticallyassociatedwiththefolder(s)inwhichthose
plansarestored.
FolderbasedSecurityallowsyoutogiveusersaccesstorecords
andplansassociatedwithspecificfoldersinthePlanStructure.
Bydefiningrolesthatgrantaccesstofoldersandthenspecifying
conditionalaccesstothedataandplansinthosefolders,youcan
utilizeapowerfuldynamicsecurityoption.
Accesstoplansandrecordscanbedefinedconditionally,e.g.,
writeaccesstothoserecords/plansinfolderstowhichtheuser
haswriteaccess,andreadaccesstothoserecords/plansin
folderstowhichtheuserhasreadaccess.Thisprovidesaway
toautomaticallygrantusersaccesstoonlytheplansanddata
thatareappropriatetothem.
! AssignmentofDictionaryrecordstofoldersanddefining
folderbasedSecurityisoptional.Considerthe
implicationsofthisSecuritycarefullybeforechoosingto
implementit.
78
Folderbasedsecurityisaccomplishedbydefiningthreeprimary
elements:
Readandwriteaccesstofolders,
Conditionalaccesstoplansbasedonwhichfolderstheyare
assignedto,and
Conditionalaccesstorecordsbasedonwhichfoldersthey
areassignedto.
Whendefiningconditionalaccessfiltersforplansanddata,you
willchoosetheInfolderoptionratherthanafield,andthen
willselecteitherspecificfoldersorthefolderstowhichtheuser
hasreadorwriteaccess.Thecombinationofthesesettings
grantsusersaccesstoonlytherecordsandplansinthespecified
folders.
Simple folder-based Security example

ConsiderthefictionalcompanyXYZFinancialServices,which
hasofficesinJerseyCity,Chicago,LosAngeles,andHongKong.
TheirsimplifiedGeographyPlanStructureis:
XYZ Financial Services
United States
Chicago
Jersey City
Los Angeles
International
Hong Kong
Inthisscenario,folderbasedSecuritycanbedefinedbycity,
withwriteaccesstotheappropriatefoldergiventotheplan
buildersineachcity.Plananddatapermissionswouldbeset
conditionally,usingaccessfiltersdefinedtogranteachplan
builderaccesstoonlytheplansanddataassociatedwiththe
appropriatefolder.PlanbuildersforChicagowouldhaveaccess
toplansanddataonlyintheChicagofolder,etc.
Readonlyaccesscanbegrantedinasimilarfashion,allowing
Auditorsorotherpersonneltoviewplanswithoutbeingableto
makechanges.
79
Folder-based Security recommendations

WhilefolderbasedSecurityinLDRPSprovidesagreatdealof
flexibility,werecommendthefollowingapproachtostreamline
youreffortsandguaranteethebestresults.
Thefollowingsectionsoutlinebestpracticerecommendations
forapplyingandusingfolderbasedSecurity;notethatthese
recommendationsdifferforexistingLDRPS10customers
(upgradingfromLDRPS10.2.742orearlier)andnewLDRPS10
customers.
Withtheappropriatescenarioinplace,userswillhaveaccessto
onlytheplansanddatainthefolderstowhichtheyhaveaccess.
Best practices for defining folder-based

Security (Existing LDRPS 10 customers)
! Thefollowingrecommendationsforapplyforexisting
LDRPS10customersupgradingfromLDRPS10.2.742or
earlier.IfyouareanewLDRPScustomer,pleasesee
BestpracticesfordefiningfolderbasedSecurity(New
customers)onpage82.
EdittheGlobalroleasfollows.(Keepinmindthatthe
permissionsgrantedherewillapplytoallusers.)
80
RemovefolderaccessgrantedthroughtheGlobalrole:
SelecttheGeographiesheadinginthetreeand
uncheckthepermissionsetHasFullAccessto
Geographies.
SelecttheOrganizationsheadinginthetreeand
uncheckthepermissionsetHasFullAccessto
Organizations.
Donotassignanyotherfolderpermissionswithin
theGlobalrole.
Defineaccesstoplansconditionally,basedonfoldersto
whichusershaveaccess.SelectthePlansheadinginthe
treeand:
Create/assignapermissionsetthatgrantswrite
accesstoplansinfolderstowhichtheuserhas
writeaccess.
Create/assignapermissionsetthatgrantsread
readaccess.
Fordetails,seeSettingfolderbasedaccess
toplansanddataonpage84.
Defineaccesstodataconditionally,basedonfoldersto
whichusershaveaccess.SelecttheDataheadinginthe
treeand:
accesstodatainfolderstowhichtheuserhaswrite
access.
accesstodatainfolderstowhichtheuserhasread
access.
! Rememberthatyoumustassigndictionary
recordstotheappropriatefoldersforthis
Securitytofunctionproperly.See
Assigningdictionaryrecordstofolderson
page183.(Recordsaddedwhileworkingon
plansareautomaticallyassignedtothe
foldersinwhichthoseplansappear.)
Definegeneralrolesandpersonalrolesasfollows:
SelecttheGeographiesandOrganizationsheadingsinthe
treeand:
accesstocertainfolders.(Theseshouldbefolders
containingplansanddatatheusershouldbeable
toedit.)
81
accesstofolders.(Theseshouldbefolders
toseebutnotedit.)
Donotdefineplanordataaccesswithintheseroles.(In
ourscenario,thisiscoveredbytheGlobalrole).
Assignrolestouseraccountsasneededtograntthe
appropriateaccesstousers.
Best practices for defining folder-based

Security (New customers)
! Thefollowingrecommendationsforapplyfornew
customersinstallingLDRPS10afterversion10.2.742.If
youareanexistingLDRPScustomer,pleaseseeBest
practicesfordefiningfolderbasedSecurity(Existing
LDRPS10customers)onpage80.
EdittheGlobalroleasfollows.(Keepinmindthatthe
permissionsgrantedherewillapplytoallusers.)
DonotassignanyfolderpermissionswithintheGlobal
role.
Defineaccesstoplansconditionally,basedonfoldersto
whichusershaveaccess.SelectthePlansheadinginthe
treeand:
writeaccess.
readaccess.
82
Defineaccesstodataconditionally,basedonfoldersto
whichusershaveaccess.SelecttheDataheadinginthe
treeand:
accesstodatainfolderstowhichtheuserhaswrite
access.
accesstodatainfolderstowhichtheuserhasread
access.
! Rememberthatyoumustassigndictionary
recordstotheappropriatefoldersforthis
Securitytofunctionproperly.See
Assigningdictionaryrecordstofolderson
page183.(Recordsaddedwhileworkingon
plansareautomaticallyassignedtothe
foldersinwhichthoseplansappear.)
Definegeneralrolesandpersonalrolesasfollows:
SelecttheGeographiesandOrganizationsheadingsinthe
treeand:
accesstocertainfolders.(Theseshouldbefolders
toedit.)
accesstofolders.(Theseshouldbefolders
toseebutnotedit.)
Donotdefineplanordataaccesswithintheseroles.(In
ourscenario,thisiscoveredbytheGlobalrole).
Assignrolestouseraccountsasneededtograntthe
appropriateaccesstousers.
Withthisscenarioinplace,userswillhaveaccesstoonlythe
plansanddatainthefolderstowhichtheyhaveaccess.
83
Setting folder-based access to plans and

data
SelectingInFolderwhengrantingconditionalaccessallowsyou
togrant/denyaccesstoplansordatainfoldersthatmeetthe
conditionsyouspecify(folderstowhichtheuserhaswrite
access,specificselectedfolders,etc.).
To set folder-based conditional access to plans or data
1.
Whenspecifyingconditionalaccesstoplansordata,click
theDefineConditionslink.
Figure 3.22. Security Setup > Security Condition Builder > Folderbased
2.
Clickthefirstdropdownarrowandselectthelastitemin
thelist,InFolder.
basedonfields,seeTosetfieldbasedconditional
accesstorecords:onpage51orTosetfieldbased
conditionalaccesstoplans:onpage58.
3.
84
met.
Operator
Description
Specific, including
subfolders
Allows you to browse to select specific folders.

Sub-folders inherit access granted.
Specific, excluding
subfolders
Allows you to browse to select specific folders.

Sub-folders do not inherit access granted.
Any folder with

read access
Finds all geography and organization folders to

which the user with this role has read access.

Operator
Description
Any folder with

write access
Finds all geography and organization folders to

which the user with this role has write access.
Organization folder
with read access
Finds all organization folders to which the user

with this role has read access.
Organization folder
with write access
Finds all organization folders to which the user

with this role has write access.
Geography folder
with read access
Finds all geography folders to which the user

with this role has read access.
Geography folder
with write access
Finds all geography folders to which the user

with this role has write access.
4.
IfyouchoseSpecificasthecondition,clicktheBrowselinkto
selectafolder(s).
5.
6.
forafoldertoqualify.
7.
theNewbutton.
ClicktheSavebutton.
85
86
Customizing LDRPS Screens
ThischapterdescribeshowtocustomizeLDRPSscreenstofit
yourneeds.
Task
Page
Overview: Screen Editor
87
Setting field details
88
Adding fields to LDRPS screens
92
Deleting a field
94
Changing LDRPS screen layout
95
After changing LDRPS screens
96
Defining display names
97
Defining grid column display
99
Overview: Screen Editor

Oneofthefirstthingssystemadministratorswanttodoismake
changestoLDRPS.Usuallythisinvolveschangingscreenor
fieldnamesoraddingnewfieldstoascreentocollectadditional
informationneededforyourplans.Butsomecompanies
customizeveryheavilybychangingfieldsizes,makingoptional
fieldsrequired,andcreatingpicklistsofresponsestochoose
from.
LDRPSentryscreenscontainfieldsandframes.Afieldcollectsa
specifictypeofinformation,likeanemployeeslastnameortitle.
Framesaretheboxessurroundingarelatedgroupoffields.You
87
canaddfieldstoneworexistingframes,andyoucanchangethe
namesofframesandrevisefieldsinthem.
Beforemakinganychanges,selectAdministration>ScreenEditor
andrevieweachLDRPSscreentodeterminewhatchangesyoud
liketomake.Youcan:
Addorremoveframesandfields
Changeframeandfieldlabels
Changefieldproperties(makeoptionalfieldsrequired,
etc.)
Changetheorderoffieldsonthescreen.
ToviewadescriptionofeachstandardLDRPSfield,see
theLDRPSStandardFieldsAppendix,availableat
MyStrohl.com.
Setting field details

TheFieldDetailstaballowsyoutorevisethecharacteristicsof
LDRPSfields.Forexample,youcanmakeafieldrequired,
createapicklistofvaluesthattheusermustchoosefromwhen
usingthefield,orchangethehelptextthatappearswhenthe
fieldishighlighted.
Eachexistingfieldappearsinthedatasheetatthetopofthe
screenwhenthescreennametabisactive.
88

Figure 4.1. Administration > Screen Editor > Field Details
To define field details:

1.
OpentheScreenEditor:
ofLDRPS.
SelecttheScreenEditortab.
2.
Selectthescreeninthenavigationpaneontheleft.
3.
Selectafieldfromthedatasheetatthetopofthescreen.
Thefielddetailsdisplaybelow.
4.
Enterthefielddetailsasneeded:
FieldNameadescriptionofthefield
FieldCaptionthelabelthatdisplayswiththefield.
FieldHelpexplanationofwhattypeofinformation
usersshouldenterinthefield.
FieldTypeForexistingfields,thefieldtypecannotbe
changed.Foranewfield,selectoneofthefollowing:
89
90
WholeNumberallowstheusertoenteronly
numericvalues.SeetheNumberFormattingsection
belowforadditionalfieldsthatareuniquetoWhole
Numbertypefields.
Decimalallowstheusertoenternumericvalues
andadecimalpoint(e.g.,2.5).SeetheNumber
Formattingsectionbelowforadditionalfieldsthat
areuniquetoDecimaltypefields.
Calendarallowstheusertoselectfromasingle
monthcalendar.Italsoallowstheusertoselect
datesandmovetoothermonths.
Textallowstheusertoenterashortfreetext
string.
Memoallowsuserstoenteranunlimitedamount
oftext.
CheckBoxdisplaysacheckboxthatallowsthe
usertoselectatrueorfalsecondition.
PickFromListchoosethisoptiontocreateapick
listofallowablevalues.SeethePickfromListData
sectionbelowforfieldsthatareuniquetoPickFrom
Listtypefields.
PickFromTablechoosethisoptiontocreateapick
listofvaluesfromaspecifiedtable.SeethePick
fromTableDatasectionbelowforfieldsthatare
uniquetoPickFromTabletypefields.
FieldSizethemaximumnumberofcharacterstheuser
canenterinthefield.
Prefixifyouwantprefixcharacterstobeusedforthe
field,enterthemhere.Forexample,youcouldsetan
EmployeeIDfieldtobeginwithEMP.
TabIndexthesequenceofthefieldwhentheuser
pressestheTabkeytojumpfromfieldtofield.This
valueisinheritedfromthepositionofthefieldonthe
ScreenDesignerwindow.
IsRequired?ausermustenterdatainthefieldbefore
therecordcanbesaved.Afieldcannotberequired
andrecommended.
IsRecommended?ausershouldenterinformationin
thefieldbutisnotrequiredto.Afieldcannotbe
requiredandrecommended.
IsVisible?ifnotchecked,thefieldishiddenfrom
LDRPSusers.
IsUnique?ifchecked,LDRPSvalidatestomakesure
thatdataenteredinthisfieldisnotidenticaltodata
alreadyenteredinthefield.Youcantchoosethis
optionifexistingdatainthefieldisnotunique.
PickfromTableDatatheuserselectsarecordfroman
associatedtable.Thiscreatesapicklistshowingthe
displaynamesoftherecordsinthespecifiedcolumnof
theselectedtable.ThisisactiveonlyifPickfromTableis
selectedastheFieldType.
TableNamethetablefromwhichvaluesshouldbe
chosen.
PickfromListDatauserselectsfromapicklistyou
create.ThisisactiveonlyifPickfromListisselectedas
theFieldType.
ListCategoryspecifythepicklisttype.
ListBehaviorspecifywhethertheusercanadda
valuetothefield.
PrefillFromWhendefiningthisfield,youcan
selecttoprefillfromanypicklisttypefieldonthe
SecurityUserDetailsscreen.(Touseprefill,you
mustdefineacustompicklisttypefield(e.g.,
DepartmentontheSecurityUserDetailsscreen).)
Whenanewrecordiscreated,thescreen
automaticallyinsertsthevalueintherelatedfield
ontheUserDetailsscreenforthepersonwhois
currentlyloggedintoLDRPS.(Iftheusersrelated
fieldisblank,novaluewillbeprefilled.)
! IfyouaddapicklisttypefieldtotheSecurity
UserscreenforusewithPrefill,youwill
needtologoutandbackinbeforethefield
willbeavailabletoselecthere.
91
Canbenegative?Checktoallowtheusertoentera
negativenumberinthefield.
Precisionspecifythetotalnumberofdigitsthe
usercanenterinthefield.Thisdefaultsto10.
Scalespecifythenumberofdecimalplacesthe
usercanenterintheDecimaltypefield.This
defaultsto5.
ClicktheSavebutton.
5.
NumberFormattingThissectionisactiveonlyifWhole
NumberorDecimalisselectedastheFieldType.
WhendefiningorrevisingLDRPSfieldproperties,it
maybenecessarytologoutandlogbackinagainfor
yourchangestodisplaycorrectly.
Adding fields to LDRPS screens

LDRPSentryscreenscollecteverythingmostcompaniesneedto
buildacomprehensivebusinesscontinuityplan.Butyoumay
wanttoenteradditionalinformationtomeettheuniqueneedsof
yourorganization.
Supposeyouresettingupaplanforahighsecurityinstallation
andyouwanttheplantoincludeeachemployeessecurity
clearancelevel.SoyouaddfieldstotheEmployeedataentry
screentocollectthisinformation.Ifyoualreadyhaveasecurity
databasesetup,youcancreatematchingfields,thensimply
importthesecurityclearances.
Orthinkabouthowyoumightuseprocessesifadisasterstrikes.
Someprocesses,likePayroll,mightbecriticaltwodaysbeforea
payperiodbutnotnearlyasimportanttwodaysafter.Setting
upadditionalfieldsontheProcessesscreenwouldletyouspecify
thatcertainprocessesarecriticalatcertaintimesofthemonth.
92
UsingtheScreenEditor,youcanaddnewfieldstoLDRPSentry
screenstogatherthisinformationandincludeitinyourLDRPS
plans.
EachLDRPSscreenisrepresentedbyatableinthe
LDRPSdatabase.Whenyouaddanewfieldtoan
LDRPSscreen,youarealsoaddinganewfieldtothe
correspondingtable.
To add a field to an LDRPS screen:

1.
ofLDRPS.
2.
Selectascreeninthenavigationpaneontheleft.
3.
Clickonthefirsttab(screenname).
4.
ClickontheFieldDetailstabinthebottompane.
5.
ClicktheNewbutton.
6.
Enterthefieldname.NewfieldnamesmustbeginwithU_
followedbyupto28letters,numbers,orunderscores.
7.
Enterthefielddetails.SeeTodefinefielddetails:onpage
89.
8.
9.
ClicktheSavebutton.
ClicktheScreenDesignerbuttontopositionthenewfieldin
thedesiredlocationonthescreen.SeeTochangeLDRPS
93
screenlayout:onpage95.
Addingafieldtoascreenhasimplicationselsewhere
inLDRPS.Fordetailsonwhatyouneedtodoto
accommodateanaddedfield,seeAfterchanging
LDRPSscreensonpage96.
Deleting a field
YoucandeleteonlycustomfieldsaddedusingScreenEditor.
Standardfieldscannotbedeleted.
IfyoudonotwantyouruserstoseeastandardLDRPS
field,unchecktheIsVisible?boxontheFieldDetails
screen.
! Ifyoudeleteafieldthathasdataenteredintoit,youwill
permanentlydeletethatinformationfromtheLDRPS
database.Oncedeleted,thedatacannotberetrieved.
To delete a field from an LDRPS screen:

1.
94
ofLDRPS.
2.
3.
Clickonthefirsttab(screenname)andselectthecustom
fieldyouwanttodelete.
4.
ClicktheDeletebuttonintheFieldDetailspane.Click
OKtoconfirm.
! Deletingafieldfromascreenhasimplications
elsewhereinLDRPS.Fordetailsonwhatyouneed
todotoaccommodateadeletedfield,seeAfter
changingLDRPSscreensonpage96.
Changing LDRPS screen layout

TheScreenDesignerwindowallowsyoutochangethesequence
andpositionoffieldsontheselectedscreen.Youshouldalways
clickthistabafteraddingfieldssothatyoucanpositionthenew
fieldsproperlyonthescreen.
Youcanalsorepositionexistingfields,resizeorremoveframes,
orcreatenewframesasneeded.
Figure 4.2. Administration > Screen Editor > Screen Designer
To change LDRPS screen layout:

1.
ofLDRPS.
95
2.
3.
ClickontheScreenDesignerbutton.
4.
Clickthehighlightbuttononthedesireditemtoselect
it.
Tochangethesizeorpositionofaframe,holdtheleft
mousebuttonanddragtheframeborders.
Tomoveafieldorfieldcaption,holdtheleftmouse
buttonanddragittothedesiredposition.
Toremoveaframeorfield,clicktheDeletebutton.
Addedframesandfieldsappearatthebottomofthe
screen.
5.
ClicktheSavebutton.
After changing LDRPS screens

ChangingscreensimpactsotherareasofLDRPS.Thefollowing
sectiondescribeswhatyoumustdotoaccommodatechanges
youvemade.
Import/Export Templates
Ifyouwanttoimportinformationintoorexportinformation
fromafieldyouhaveaddedtoanLDRPSscreen,youmust
updatethemappingforsavedimporttemplatesorexport
templatestoincludeit.
Security
AccesstofieldsissetthroughSecurity.Whenyouaddanew
fieldtoanLDRPSscreen,youwillneedtoupdatethedata
permissionssetsforthescreentowhichthefieldwasadded.
96
LDRPS Reports
Anyaddedfieldswillnotappearonreportsuntilyoueditthe
reporttoaddthem.(IfthefieldsdonotshowupintheInsert
FieldslistinCrystalReports,chooseDatabase>VerifyDatabase.)
Ifyoudeleteafieldfromascreenaftercreatingorchanginga
reportwiththatfield,CrystalReportswilldeletethefieldfrom
thereportwhenitprints.(TheVerifyonEveryPrintoptionmust
beturnedonforthereport).Thechangewillnotbecome
permanentuntilyoueditandsavethereportinCrystalReports.
Ifyourenameafieldonascreenaftercreatingorchanginga
reportthatincludesthefield,Crystalwilldeletethefieldwith
theoldnamefromthereportwhenitprints.(TheVerifyonEvery
Printoptionmustbeturnedonforthereport).Thedatafrom
therenamedfieldwillnotprintuntilyoueditthereportandadd
ittothereportagain.
WhenyouchangethesizeofafieldinLDRPS,thechangewill
notbeautomaticallyreflectedinyourreports.Somakesureyou
alsoadjustthefieldsizeinanyreportinwhichthatfield
appears.Youshouldalsoverifythedatabaseforallreports
containingthatfieldbyeditingthereportandchoosingDatabase
>VerifyDatabase.
Defining display names

EachLDRPSdatacategoryhasadefaultsetoffieldsthatidentify
thattypeofrecordwhenitisviewedinLDRPS.Forexample,
whenviewingEmployees,youseethembyfirstandlastname.
Youcandefineuptothreefieldstobeincludedinthedisplay
nameforeachcategory,andyoucanrevisetheorderinwhich
theyappear.Onlycertainfieldsareeligible.
Thefollowingrulesapply:
Eachfieldcanbeusedonlyonce.
TheIsVisible?boxforthefieldontheFieldDetailstabin
ScreenEditormustbechecked(i.e.,thefieldisnot
97
hidden).
MemoandPickRecordFromTabletypefieldsare
excluded.
Figure 4.3. Administration > Screen Editor > Display Name Editor
To set the display names for a data category:

1.
ofLDRPS.
2.
Selectthedictionaryscreeninthenavigationpaneonthe
left.
3.
SelecttheDisplayNameEditortab.
4.
Thedisplaynamecancontainuptothreefields.Thefields
currentlyselectedforthedisplaynamearelistedinthebox
atthebottomofthescreenintheorderinwhichtheywill
appear.
98
Toaddafieldtothedisplayname,highlightthefield
inthedatasheetandclicktheNewbutton
Toremoveafieldfromthedisplayname,highlightthe
fieldintheboxandclicktheDeletebutton
Tochangethedisplaysequenceofthefields,highlight
afieldintheboxandclicktheupordownarrow.
Toresetthedisplaynametothedefault,clicktheReset
button
Defining grid column display

EachLDRPSdatascreenhasacolumngridthatlistsrecordsfor
selectionwithupto15fieldsinthedisplay.Youcancustomize
thegridcolumndisplayforeachcategory,andyoucanrevise
theorderinwhichtheyappear.Onlycertainfieldsareeligible.
Thefollowingrulesapply:
Eachfieldcanbeusedonlyonce.
TheIsVisible?boxforthefieldontheFieldDetailstabin
ScreenEditormustbechecked(i.e.,thefieldisnot
hidden).
Memo,Image,orPickRecordFromTabletypefields
areexcluded.
99

Figure 4.4. Administration > Screen Editor > Grid Column Editor
To set the grid column display for a data category:

1.
ofLDRPS.
2.
Selectthedictionaryscreeninthenavigationpaneonthe
left.
3.
SelecttheGridColumnEditortab.
4.
Thegridcolumndisplaycancontainupto15fields.The
fieldscurrentlyselectedforthegridcolumndisplayare
listedintheboxatthebottomofthescreenintheorderin
whichtheywillappear.
Toaddafield,highlightthefieldinthedatasheetand
clicktheNewbutton
Toremoveafield,highlightthefieldintheboxand
clicktheDeletebutton
100
Tochangethecolumndisplaysequence,highlighta
fieldintheboxandclicktheupordownarrow.
Toresetthegridcolumndisplaytothesystemdefault,
clicktheResetbutton
101
102
Customizing LDRPS Languages
ThischapterdescribeshowtocustomizeLDRPSterminology.
Task
Page
Overview: LDRPS Languages
103
Changing LDRPS terms
104
Search and Replace
106
Creating and applying a new language
107
Using LDRPS Language Packs
107
Creating a language
107
Deleting a language
109
Applying a language
110
Overview: LDRPS Languages

LDRPSusesstandardterminologytodescribescreens,
dictionaries,andotherLDRPSelements.Ifthesetermsdiffer
fromwhatyouusewithinyourorganization,youcanchange
themsothatwherevertheyappearinLDRPS,yourcustomterm
appearsinstead.
Forexample,LDRPSusesthetermVendorOrgstodescribe
theorganizationsthatprovidegoodsandservicestoyour
organization.ButifyouthinkofthesegroupsasSuppliers,
youcancustomizeLDRPS.Bychangingtheseterms,youare
actuallytailoringyourrecoveryplansandmakingthemmore
meaningfultoeveryonewhowillbeusingthem.
103
Insomecases,youmaywanttotranslateLDRPSintoanother
languagealtogether.Youcanmakethesechangesyourselfand
savethemasanadditionallanguage,oryoucanapplyan
optionalLDRPSlanguagepacktosaveyourselfthetranslation
effort.
Changing LDRPS terms

Therearetwocategoriesofcustomization:
NounsarenamesofitemsinLDRPS,likeeachDictionary
name.
Phrasesaregroupsofwords,sometimesincludinga
variablewhereanounisinserted.
To change an LDRPS term:
104
1.
SelectAdministrationfromtheiconbaratthetopof
LDRPS.
2.
SelecttheLanguagestab.
3.
Selectalanguagefromthetreeontheleft.
4.
Expandthelanguagenameinthetreeandselectthetypeof
termyouwanttochange.

Figure 5.1. Administration > Languages > Noun
SelecttheNounorPhrasetabtoselectatermtype.
6.
Selectatermfromthedatasheetatthetopofthescreen.
5.
7.
8.
Tolocateaspecificterm,usetheSearchforfieldsat
thebottomofthescreen.
Enterthefollowing:
CustomSingularthenountobeusedwhenjustone
instanceofthenounisreferenced(e.g.,VendorRep).
CustomPluralthenountobeusedwhenmultiple
instancesofthenounarereferenced(e.g.,Vendor
Reps).
ClicktheSavebutton.
105

To restore a term to the LDRPS default:
LDRPS.
2.
3.
Selectalanguagefromthetreeontheleft.
4.
Expandthelanguagenameinthetreeandselectthetypeof
termyouwanttochange.
5.
SelecttheNounorPhrasesubtab.
6.
Selectatermfromthedatasheetatthetopofthescreen.
1.
7.
8.
Tolocateaspecificterm,usetheSearchforfieldsat
thebottomofthescreen.
ClicktheResetbutton.Thecustomtermsarecleared
andtheoriginalphraseisrestoredthroughoutLDRPS.
ClicktheSavebutton.
Search and Replace

TheMagicWandbuttonlocatedatthebottomofthescreen
allowsyoutogloballyreplaceallinstancesofaselectedsearch
term.
Figure 5.2. Administration > Languages > Magic Wand
106

To perform a search and replace in Languages
1.
2.
OntheLanguagesscreen,performasearchforthedesired
term.
ClicktheMagicWandbutton.
3.
OntheSearchandReplacewindow,enterthenewterm.
4.
ClickOK.
5.
Allmatchinginstancesoftheterminthesearchresultsare
replacedwiththenewterm.
Creating and applying a new language

Supposeyouvebeenputinchargeoftranslatingtheentire
vocabularyofLDRPSintoanotherlanguage.TheLanguages
screenallowsyoutocreateanewlanguageandsavethese
changes.Thenewlanguagecanthenbeappliedonauserby
userbasis.
Using LDRPS Language Packs

LDRPSLanguagePacksarepreparedtranslationsofLDRPSinto
languagesotherthanEnglish.Ifyourorganizationpurchasedan
optionalLDRPSLanguagePack,youwillhaveapretranslated
setoftermsavailable.Thiscouldsaveyoutheworkofhavingto
translateLDRPSbyhand.Formoreinformation,contactyour
LDRPSsalesrepresentative.
Creating a language
CreatingalanguageallowsyoutocustomizeLDRPS
terminologyandselectaCultureforappropriatedateandtime
formattingonreports.
107

To create an LDRPS language
1.
LDRPS.
2.
3.
ClicktheNewbutton.
Figure 5.3. Administration > Languages > New Language
108
4.
EntertheLanguageName.
5.
ClickBrowsetoselectanewBaseLanguage.Thiscopiesall
termsfromtheselectedlanguagetotheoneyouare
creating.
6.
ClickBrowsetoselectanewCulture.Thisspecifieshow
numberanddateformattingshouldappearonreports
createdbyuserswiththislanguage.
7.
ClicktheSavebutton.
! Onceyouhavecreatedthelanguage,openSecurityand
changetheLanguagefieldontheuserscreenforanyuser
thatshouldseethelanguageinLDRPS.SeeApplyinga
languageonpage110formoredetails.
To revise a language definition
1.
LDRPS.
2.
3.
Selectalanguagefromthetree.
4.
Changeoneormoreofthefollowing:
5.
RevisetheLanguageNameifneeded.
ClickBrowsetoselectanewBaseLanguage.
ClickBrowsetoselectanewCulture.
ClicktheSavebutton.
Deleting a language
Usecarewhendeletingalanguage,becauseallterm
customizationswithinthatlanguagewillbedeleted
permanently.
! Anyuserwiththedeletedlanguageselectedashis/her
LDRPSlanguagewillautomaticallyrevertbackto
Englishasthedefault.
109

To delete an LDRPS language
1.
LDRPS.
2.
3.
Selectalanguagefromthegridatthetopofthescreen.
4.
5.
Whentheconfirmationdisplays,confirmthedeletion.
Applying a language
WhatlanguageauserseesinLDRPSisspecifiedontheuser
accountscreeninSecurity.Youcanchangethislanguageby
openingtheuseraccountandselectinganewlanguage.Initially
allnewuseraccountsdefaulttoEnglish(UnitedStates).
110
Setting Feature
Configuration
ThischapterreviewssettingFeatureConfiguration.
Task
Page
Overview: Feature Configuration
111
Setting Import feature configuration
112
Setting Export feature configuration
113
Setting batch delete configuration
116
Setting Messaging configuration
117
Setting Audit report configuration
119
Setting plan tree configuration
120
Setting plan review configuration
121
Setting document configuration
122
Setting email notification configuration
123
Updating LDRPS Licensing
125
Setting security configuration
126
Overview: Feature Configuration

UseFeatureConfigurationtodefinerulesthatwillapplywhen
youoryourusersperformimports,exports,andbatchdeletions,
sendmessages,viewauditreports,andusetheplantree.
111
Setting Import feature configuration

Importconfigurationallowsyoutospecifysettingsthatapplyto
allimports.
Figure 6.1. Administration > Feature Configuration > Import
To set import configuration:

1.
OpentheFeatureConfigurationscreen:
ofLDRPS.
SelecttheFeatureConfigurationtab.
2.
SelecttheImportiteminthetree.
3.
Enterthefollowinginformation:
Specifythetypesoffilesthatmaybeusedasthesource
oftheimport.
112
.CSV(commaseparatedvalue)filescontaina
singlerecordperline,withcolumnsseparatedbya
commaorotherdelimiter,anddatacontainedin
doublequotes.
Setting Feature Configuration
MicrosoftExcelfiles(.XLS).
Textfiles(.TXT)
Ifyouwishtoplacearestrictiononthesizeofthefile
thatcanbeusedastheimportsource,enteranumber
intheMaximumImportFileSizefield.
Ifyouwishtoplacearestrictiononthenumberof
recordsthatcanbeincludedinasingleimport,entera
numberintheMaximumNumberofRecordstoImport
field.
Enterthenumberofdaysafterwhichanimportrecord
shouldbeautomaticallydeleted.
! Ifyouleavethesefieldsblank,theywillbe
consideredunlimited.
4.
ClicktheSavebutton.Thesesettingswillbeappliedto
allfutureimports.
Setting Export feature configuration

Exportconfigurationallowsyoutospecifysettingsthatapplyto
allexports.
113

Figure 6.2. Administration > Feature Configuration > Export
To set export configuration:

1.
114
ofLDRPS.
2.
SelecttheExportiteminthetree.
3.
Ifyouwishtoplacearestrictiononthesizeofthefile
resultingfromtheexport,enteranumberinthe
MaximumExportFileSizefield.
Ifyouwishtoplacearestrictiononthenumberof
recordsthatcanbeexported,enteranumberinthe
MaximumNumberofRecordstoExportfield.
Enterthenumberofdaysafterwhichanexportrecord
shouldbeautomaticallydeleted.
4.
allfutureexports.
115
Setting batch delete configuration

Batchdeleteconfigurationallowsyoutospecifysettingsthat
applytoallbatchdeletes.
Figure 6.3. Administration > Feature Configuration > Batch Delete
To set batch deletion configuration:

1.
ofLDRPS.
2.
SelecttheBatchDeleteiteminthetree.
3.
Specifythefiletypesthatmaybeusedasthesourceof
thebatchdeletion.
116
.CSV(commaseparatedvalue)filescontaina
singlerecordperline,withcolumnsseparatedbya
commaorotherdelimiter,anddatacontainedin
doublequotes.
MicrosoftExcelfiles(.XLS).
Textfiles(.TXT)
Ifyouwanttoplacearestrictiononthesizeofthefile
thatcanbeusedasthebatchdeletesource,entera
numberintheMaximumBatchDeleteFileSizefield.
Ifyouwanttoplacearestrictiononthenumberof
recordsthatcanbeincludedinasinglebatchdelete,
enteranumberintheMaximumNumberofRecordsto
BatchDeletefield.
Enterthenumberofdaysafterwhichabatchdelete
recordshouldbeautomaticallydeleted.
4.
allfuturebatchdeletes.
Setting Messaging configuration

Messagingconfigurationallowsyoutospecifythedefault
messagesenderandothersettings,suchashowlongmessages
shoulddisplay.
117

Figure 6.4. Administration > Feature Configuration > Messaging
To set messaging configuration:

1.
ofLDRPS.
2.
SelecttheMessagingiteminthetree.
3.
4.
118
LeavetheDisplayMessagefieldcheckedunlessyou
wanttodisablemessagingentirely.
SpecifythedefaultMessageSender.Thiswilldisplayfor
allnewmessages,butcanbechangedbytheperson
writingthemessage.
Enterthedefaultnumberofdaysafterwhichmessages
willnolongerbedisplayed.
allfuturemessages.
Setting Audit report configuration

Auditreportconfigurationallowsyoutospecifysettingsfor
yourauditreports,includingwhattypesofchangesLDRPSwill
log.
Figure 6.5. Administration > Feature Configuration > Audit
To set audit history configuration:

1.
ofLDRPS.
2.
SelecttheAudititeminthetree.
3.
LeavetheEnabledfieldcheckedunlessyouwantto
makeAuditReportingunavailable.
LeaveLogRootCauseOnlychecked.
Checkthetypeofrecordactionsyouwanttobelogged
byauditreports.
119
4.
Specifythenumberofdaysauditrecordsshouldbe
retainedbeforebeingpurged.Youcanpurgeallaudit
recordsbyclickingthePurgenowlink.
allfutureauditreports.
Setting plan tree configuration

Plantreeconfigurationallowsyoutospecifythenumberof
levelsinitiallydisplayedwhenviewingyourplantrees.Users
willbeabletoexpandthetreetoseeadditionallevels,ifany.
Figure 6.6. Administration > Feature Configuration > Plan Tree
To set plan tree levels:

1.
2.
120
ofLDRPS.
SelectthePlanTreeiteminthetree.
3.
Selectthenumberoflevelsyouwanttheplantreeto
display.
4.
ClicktheSavebutton.
Setting plan review configuration

Planreviewconfigurationallowsyoutospecifyhowlongplan
reviewrecordsshouldberetainedbeforebeingpurged.
Figure 6.7. Administration > Feature Configuration > Plan Review
To set plan review configuration:

1.
ofLDRPS.
2.
SelectthePlanReviewiteminthetree.
3.
Specifythenumberofdaysplanreviewrecordsshouldbe
retainedbeforebeingpurged.Youcanpurgeallplan
reviewrecordsbyclickingthePurgenowlink.
121
4.
ClicktheSavebutton.
Setting document configuration

Documentconfigurationallowsyoutospecifywhichtypeof
documentsuserswillbeallowedtoaddtoLDRPS.Thisallows
youtoensurethatyourplansuseonlydocumentformatsthat
meetyourinternalorganizationalstandards.
Figure 6.8. Administration > Feature Configuration > Documents
To set document configuration:

1.
122
ofLDRPS.
2.
SelecttheDocumentsiteminthetree.
3.
Checktheextensionforeachtypeofdocumentyouwantto
allowuserstoaddtoLDRPS.
4.
LDRPSsetsamaximumfilesizeof100MBforanyadded
document.Youcanenteralowermaximumifnecessary.
5.
ClicktheSavebutton.
Setting email notification configuration

Emailnotificationconfigurationallowsyoutospecifytheemail
senderandreplytoaddresses,ortodisablenotificationsentirely.
Youcanalsosendatestemailtoverifythatnotificationsare
configuredproperly.
Figure 6.9. Administration > Feature Configuration > Email
Notifications
To set email notification configuration:

1.
2.
ofLDRPS.
SelecttheEmailNotificationsiteminthetree.
123
3.
Checktheboxifyouwanttodisableemailnotifications
entirely.
IntheFromEmailIDfield,entertheemailaddressor
nameofthepersonwhoshouldappearasthesenderof
theemail.
IntheReplyToEmailIDfield,entertheemailaddressor
nameofthepersontowhomreplyemailsshouldbe
sent.
SimpleMailTransferProtocol(SMTP)isusedtosende
mailmessagesbetweenservers.EnteryourSMTP
specifications.
4.
5.
ClicktheSavebutton.
ClicktheSendTestEmailbuttontoverifytheemail
notificationissetupproperly.
To disable email notifications:

1.
ofLDRPS.
2.
SelecttheEmailNotificationsiteminthetree.
3.
CheckDisableAllEmailNotifications.
4.
124
ClicktheSavebutton.
Updating LDRPS Licensing

UsetheLicensingscreentoupdatethenumberofusersallowed
byyourLDRPSlicense.
Figure 6.10. Administration > Feature Configuration > Licensing
To update your LDRPS license:

1.
ofLDRPS.
SelecttheLicensingiteminthetree.
3.
ClicktheApplyUpdatedLicenselink.
4.
EnteryourLDRPSproductkeycode.
2.
IfyoudonotaccessLDRPSviatheinternet,please
contactStrohlSystemsCustomerSupportforhelpwith
upgradingyourlicense.
125
Setting security configuration

Securityconfigurationallowsyoutospecifyhowmany
unsuccessfullogonattemptscantakeplacebeforeauseris
lockedoutofLDRPS.
Figure 6.11. Administration > Feature Configuration > Security
To set security configuration:

1.
126
ofLDRPS.
2.
SelecttheSecurityiteminthetree.
3.
CheckEnablelogonlockout.
4.
Enterthenumberofunsuccessfullogonattemptsbefore
theuserislockedoutofLDRPS.
Whenauseraccountisdisabledbyfailedlogon
attempts,theIsLockedfieldisautomaticallychecked
ontheSecurityUserDetailsscreen.Torestorethe
usersLDRPSaccess,openSecurityanduncheckthis
fieldfortheuser.
127
128
Navigator Setup
ThischapterdescribesusingNavigatorSetuptocreatecustom
navigatorsforyourLDRPSusers.
Task
Page
Overview: Navigator Setup
129
Advantages of plan navigators
130
Using the Navigator Setup screen
132
Creating a custom navigator
134
Tips for creating custom navigators
134
Creating a navigator screen
136
Main flow navigator screens
137
Core component navigator screens
140
Defining navigator steps
141
Deleting navigators and navigator screens
146
Strohl Systems standard navigators
148
Overview: Navigator Setup

TherearetwotypesofusersinLDRPS:thosethatusetheLDRPS
MasterinterfaceandusetheLDRPSNavigatorinterface.
NavigatorsprovideaguidedseriesofstepsforLDRPSusers.
ThroughSecurity,youdeterminewhetherauserseestheLDRPS
Masterinterfaceorusesthesenavigators.SeeDefininguser
accountsonpage68.
129
LDRPScomeswithanumberofstandardnavigators(designed
byBCPprofessionalstohelpyoubuildacomprehensive
businesscontinuityprogram).Youcancopythesestandard
navigatorsandcustomizethecopiesasneeded,oryoucancreate
entirelynewones.
WhatmakesLDRPSNavigatorssoeffectiveisthatyoucanwrite
themtomeetthespecificneedsofeachplanbuilder,and
customizethemtoreflectyourspecificgoalsandstandards.You
canevenwriteyourowninstructionsforeachsteptodirectplan
buildersusingLDRPSNavigators.
TherearetwotypesofLDRPSNavigators:
Plannavigatorsareintendedtohelpusersthrough
creatingvarioustypesofbusinesscontinuityplans.
AdminnavigatorscanlaunchanyLDRPSscreen,
includingadministrativefunctionslikeSecurity,
ImportingandExporting,andPlanStructures.
Advantages of plan navigators

TherearenumerousadvantagestousingLDRPSnavigators.
Ease of use
ThenavigatorinterfacegivesLDRPSusersanataglance
overviewoftheirplanningandadministrativeassignmentsand
keepsthemupdatedwhentheyhavenewtaskstoperform.
Theycaneasilyselectfromalistoftheseassignmentstoperform
theonesthataredue.
Buildingaplanwithanavigatorislikehavingaplanning
consultantonstaff,someonewhounderstandsbusiness
continuityplanningconcepts,yourcompanysplanning
standards,andLDRPS.Newandoccasionaluserscanlookto
thenavigatorforinstructionsandanupdateontheprogress
theyvemade.
130
Navigator Setup
Tracking user progress

Youcanoptionallyseteachnavigatortoupdateacompletion
percentageeachtimeusersmarkastepascomplete.This
percentageallowsyoutotracktheoverallprogressofyour
organizationsplanbuildingefforts.
Youcansetnavigatorstocombinetheworkofmultipleusersor
totrackeachusersworkindependently.
Specifying navigator expiration

Expirationmeansthatthestepsmarkedascompleteina
navigatorwillautomaticallybecomeunchecked,meaningthat
stepswillneedtobecompletedagain.Youwillsetexpirationto
ensurethatyourplansarereviewedperiodicallyandkeptupto
date.
LDRPSNavigatorscanbesettoexpireintwoways:
NavigatorLevelAllstepsinthenavigatorexpireon
thespecifieddateinallplanstowhichthenavigatoris
assigned.Ifspecificplanlevelorsteplevelexpiration
isdefined,itsupersedestheNavigatorlevelexpiration
forthatplanorstep.
StepLevelSpecifiedstepsexpireonthespecifieddate
fortheassignedplan(s)only.
Moredetailedexpirationalwayssupersedesgeneralexpiration.
Planlevelsupersedesnavigatorlevel,andsteplevelsupersedes
navigatorandplanlevel.
Heresanexample.Companystandardscallforallplanstobe
reviewedeverysixmonths,soyousetyournavigatorstoexpire
twiceayear.However,becauseofemployeeturnover,youwant
yourcalllists,teamsandemployeesintheplantobereviewed
morefrequently,soyousetexpirationtomonthlyatthestep
levelforthesesteps.
Fordetailsonstepexpiration,seeLDRPSScheduleronpage
219.
131
Using the Navigator Setup screen

Toreview,editandcreatenavigators,clicktheAdministration
buttoninthemainnavigationbar,andselecttheNavigator
Setuptab.TheNavigatorSetupscreenopens.
Figure 7.1. Home > Administration > Navigator Setup
Using the Navigator Setup tree

StrohlSystemstandardnavigators
andcustomnavigatorscreatedfor
yourorganizationarelistedinthe
treeontheleftsideofthescreen.
Everynewnavigatoryoucreateis
addedundertheCustomiteminthe
tree.
Youwillusethistreetodefinethe
elementsofeachnavigator.Clickthe
+buttontoexpandthenavigator
name.Eachitemunderthenavigator
nameinthetreeperformsaunique
functionwithintheNavigatorSetup
screen.
132
Navigator Setup
Letstakeacloserlookateachofthesegmentswithinthetree.
StandardClickthisitemtoviewalistofallLDRPS
standardnavigatorsinthedatasheetintheleft.Select
anavigatornamefromthislisttoviewdetails.Expand
thisiteminthetreetovieweachstandardnavigatorin
thetree.
CustomClickthisitemtoviewalistofyour
organizationscustomnavigatorsinthedatasheetat
thetopofthescreen.Selectanavigatornamefromthis
listtoviewdetails.Expandthisiteminthetreetoview
eachcustomnavigatorinthetree.
NavigatornameEachnavigatorislistedinthetreeasa
readonlyitem.Expandthisitemtoassignplansand
definescreens.
Therearetwotypesofnavigatorscreensforeach
navigator.
MainFlowatthislevelyouwilldefinecustom
navigatorscreens,includingyourstartscreenand
othernonCoreComponentsetupscreens.These
MainFlowscreensarelistedinthedatasheetonthe
right.
CoreComponentscreennameatthislevelyouwill
definescreensthatletbuildersselectCore
Components(processes,hardwareorapplications)
fortheplanandaddsupportingresourcesforeach.
Eachcorecomponentscreenislistedinthetree.
133
Creating a custom navigator

CreatinganavigatorgivesyoutheabilitytodirectyourLDRPS
usersthroughplanbuildingandothertasksinasequence/
formatthatyouprefer.YouchoosewhichLDRPSScreensauser
willsee,whichallowsyoutohaveusersfocusonspecificwork.
NavigatorscanbeassimpleasonedesignedonlytohelpyourIT
departmentperiodicallyreviewandupdateyourHardware
dictionaryorasdetailedasallowingplanbuilderstoselectcore
componentsanddefinetheresourcesneededtomaintainor
restorethem.Becauseyoucanassignmultiplenavigatorstoa
singleplanthroughplanpermissionsetsinSecurity,youcan
dividetheworkofyourplanbuilderssothattheycanfocuson
whattheydobest,withtheendresultbeingacompleteplan.
Therearetwowaystocreateanavigator:
ClickingtheDuplicatebuttoncopiestheselectednavigator
andallscreensandstepswithinit.
ClickingtheNewbuttoncreatesanewblanknavigator.
Wheneverpossible,duplicateanexistingnavigatorrather
thancreatinganewonefromscratch.Thiswillrequire
lesseffortbecauseduplicatingcopiesallscreensandsteps,
andyoucansimplyrevisethemasneeded.
Tips for creating custom navigators

Keepthefollowingtipsinmindbeforecreatingacustom
navigator:
134
ReviewtheLDRPSstandardnavigatorstogeta
glimpseofgoodstructure,flowandcontents.Decide
whetheryouwouldliketobaseyournewnavigatoron
oneoftheseorwanttobuildonefromscratch.
Drawaflowchartofthescreensandstepsyouwill
needbeforecreatingthenavigatorintheNavigator
Setupscreen.Thiswillserveasachecklistofthe
screensandstepsyouneedtocreate,andwillhelpyou
Navigator Setup
keepagoodpictureoftheflowofscreensandstepsin
thenavigator.Whenyourunthenewnavigatoryou
created,youcanverifyitagainsttheoriginalflowchart.
Consideranydocumentsyoumaywanttolinkto
throughthenavigatorandbesuretoaddthemto
LDRPSthroughtheDocumentandReportManager
beforecreatingthenavigator.Tolinktoadocument
throughanavigatorstep,thedocumentmustalready
existinLDRPS.
Buildthenavigatorwithatopdownapproach.
Whencreatinganewscreen,addallstepswithinthe
screenbeforemovingtothenextone.Thishelpsyou
keepasenseofflow.
Limitthenumberofstepsonascreenwhenever
possible.Ifthelistofstepsonascreenbecomestoo
long,trydividingthestepsintosubscreens.
Decidewhetherthisnavigatorisgoingtobeusedto
buildplansintendedtorecoverCoreComponents
(processes,hardware,andapplications).Ifnot,all
screenswillbebuiltwithintheMainFlowsegment.
To create a navigator:
1.
2.
OpentheNavigatorSetupscreen:
ofLDRPS.
SelecttheNavigatorSetuptab.
ClicktheNewbuttontocreateablanknavigator,or
SelectStandardorCustomfromthetreeontheleftand
selectanavigatorfromthedatasheet.Clickthe
Duplicatebuttontocreateacopyoftheselected
navigator.
135
ClickingDuplicatecreatescopiesofallscreens/steps
definedfortheselectednavigator.Thisisagreat
shortcutiftheduplicatednavigatorissimilartothe
newoneyouarecreating.
3.
Enteranameanddescriptionforthenavigator.New
navigatorsareautomaticallyassignedtothecustom
category.
4.
Selectthescopeofthisnavigator:
SelectPlantocreateanavigatordesignedtoallow
userstobuildsomeorallelementsofanLDRPSplan.
SelectAdminforanadvancednavigatorthatallowsthe
usertoperformadministrativefunctions.
5.
ClicktheSavebutton.
Creating a navigator screen

Withineachnavigator,youcreatescreenstoestablishthecontent
andflowofthenavigator.Therearetwotypesofscreenswithin
thenavigator:
MainFlowscreenscontainstepsthatlinktodocuments,
LDRPSscreens,orothermainflowscreens.These
customnavigatorscreensincludeyourhome(start)
screenandothernonCoreComponentsetupscreens.
ThefirstscreenyoucreateintheMainFlowisthe
homepageforthenavigator,andallotherscreens
displayasaresultofbranchesfromthismainscreen.
CoreComponentscreensinvolvetheselectionof
processes,hardwareorapplicationsfortheplanand
addingsupportingresourcesforeach.TheseCore
Componentscreensarelistedbyname.
Whenbuildinganavigator,itsalwaysagoodideatofirstdraw
itoutasaflowchartthatshowstheoverallsequenceand
branchingofthescreensyouwanttoinclude.Youcanfollow
136
Navigator Setup
thisflowcharttoverifythatyouvecreatedallofthescreensand
stepsyouneed.
! ThehomescreenwithintheMainFlowalwaysdisplaysas
thefirstscreeninthenavigator.Othercustomscreens
youcreatewilldisplayonlyifyoucreatelinkstothem
throughsteps.
Youcancreatenewnavigatorscreensusingthefollowingsteps
orbyselectingtheCreateNewScreenoptionwhendefiningthe
linkforasteponascreen.
Main flow navigator screens

AMainflowscreenconsistsofthefollowingelements:
TheScreenTitleisrequiredtextintendedtosummarizethe
purposeofthescreen.
ScreenInstructionsarereadonlyandareintendedto
providemoredetailaboutthepurposeofthisscreen.
Theseareoptional.
StepTitles,whenclicked,canlaunchadocument,a
navigatorscreenofthebuilderschoice,oranLDRPS
screen.Thesteptextshouldbeashortphrase
summarizingthepurposeofthestep.
StepInstructionsarereadonlyandareintendedtoprovide
moredetailaboutthesteptitleunderwhichtheyappear.
Thefollowingillustrationshowsanexampleofacustom
navigatorscreenwitheachoftheaboveelements.
137

Figure 7.2. Navigator Setup > Custom Navigator Screen Example
To create a main flow navigator screen:

1.
2.
3.
138
ofLDRPS.
Click+toexpandthedesirednavigatorinthetreeonthe
leftandselecttheMainFlowitem.
ClicktheNewbutton.
Navigator Setup
Figure 7.3. Navigator Setup > Navigator Screen Details
EntertheScreenTitle.Thistextwillidentifythescreento
navigatorusers.
5.
Ifyouwanttoprovidegeneralinstructionsforthisscreen,
clickthefieldandenterthistext.
4.
Becauseyouwillwritesteptitlesandoptionallyadd
instructionsforthesesteps,screeninstructionsmay
beunnecessary.
6.
7.
8.
Ifyouwanttorequirethatallstepsonthisscreentobe
markedascompletebeforethescreenasawholeis
consideredcomplete,checktheRollupCompletionbox.
ClicktheSavebutton.
SelecttheNavigatorStepDetailstabtocreatethestepsthat
willappearonthisscreen.SeeDefiningnavigatorsteps
onpage141.
139

Figure 7.4. Navigator Setup > Navigator Step Details
Core component navigator screens

CoreComponentscreensinthenavigatorallowtheadditionof
processes,applicationsand/orhardwaretoaplan.Onceyou
decidewhichtypesofcorecomponentstoinclude,youll
determinewhichresourcesyouwantplanbuilderstobeableto
assigntosupportthecorecomponents.
BeforeaddingCoreComponentscreenstothenavigator,
considerwhichcorecomponenttypesdoyouwantplanbuilders
toincludeinplansusingthisnavigator.
To create a core component navigator screen:
1.
2.
3.
140
ofLDRPS.
Selectthenavigatorname.
ClicktheNewbutton.
Navigator Setup
4.
EntertheScreenTitle.Thistextwillidentifythescreento
navigatorusers.
5.
Ifyouwanttoprovidegeneralinstructionsforthisscreen,
clickthefieldandenterthistext.
6.
IntheTypefield,clickaradiobuttontospecifywhichtype
ofcorecomponentthatthisscreenwillasktheusertoenter
intotheplan.
7.
8.
ClicktheSavebutton.
Selectthethisscreennameinthetreetodefinescreen
details.
9.
10.
ClicktheSavebutton.
SelecttheNavigatorStepDetailstabtocreatethestepsthat
willappearonthisscreen.SeeDefiningnavigatorsteps
onpage141.
Defining navigator steps

Stepswithinnavigatorscreensserveseveralpurposes:
Theyprovideabasicoutlineofthetaskstheuserwill
performonthescreen,
Theyindicatetheprogressbyshowingcheckswhen
stepsarecomplete
Theyprovidemovementfromscreentoscreenwithin
thenavigatorbylinkingtodocuments,moredetailed
navigatorscreens,ordirectlytoLDRPSscreens.
141

To create a navigator screen step:

1.
2.
3.
ofLDRPS.
Click+toexpandthedesirednavigatorinthetreeonthe
leftandselecttheScreensitem.
ClicktheNewbutton.
EntertheStepTitleandDescription.Thetitleappearsonthe
Navigatorscreenbutthedescriptiondoesnot.Itisusedby
NavigatorSetuptoidentifythisstep.
5.
Ifyouwanttoprovideinstructionsforthisstep,clickthe
fieldandenterthistext.
4.
ClicktheScreenPreviewbuttonontheNavigator
ScreenDetailstabtoseetheStepTitleand
instructionsastheywilldisplayontheNavigator
screen.
142
Navigator Setup
6.
LinksToidentifiestheresultoftheuserclickingtheStep.
ClickthePickActionbuttontoselecttheStepLink.
Astepcanlinkto:
NothingClickingthestepdoesnothing,itdisplaysas
textonly.
NavigationScreenClickingthissteplinkstooneof
twotypesofnavigatorscreens:
Navigatorscreenthisisacustomnavigator
screenwithstepslinkingtootherscreens.
CoreComponentFlowthisnavigatorscreentype
allowsassignmentofprocesses,hardwareor
applicationstotheplanandassigningresourcesto
supportthosecorecomponents.
Ifthescreenyouwanttolinktodoesnotexist,select
CreateNewScreenandenterthescreennameintheTitle
143
field.
Ifyouchoosetocreateanewnavigatorscreenasthe
destinationforthisstep,thenewscreenhasatitle
butisotherwiseblankwhenyoucreateit.Besureto
openthatscreenlaterintheBuildertodefinethe
screeninstructions,steps,andotherdetails.
LDRPSScreenclickingthestepopenstheLDRPS
entryscreenthatyouselecthere.Whenyouselectan
LDRPSscreen,youwillwriteadditionalstepsand
instructionstoguideusersthroughtheworkthey
performonthisscreen.
Documentclickingthisstepopensthespecified
documentforviewing.Youllchooseonedocument
fromtheLDRPSdatabasewhenspecifyingthestep
destination.
Reportclickingthisstepopensthespecifiedreportfor
viewing.YoullchooseonereportfromtheLDRPS
databasewhenspecifyingthestepdestination.
7.
144
Ifyouwanttorequiretheusertoindicatewhenworkon
thisstepiscomplete,checkRequireSelfAssessment.If
SelfAssessmentisrequired,acheckboxmarkedThisstep
iscompleteappearsonthescreen,anduserswillcheckit
Navigator Setup
toindicatethattheyhavefinishedtheworkrequiredon
thisscreen.
SelfAssessmentisbeneficialbecauseitallowsyouto
tracktheprogressofyourusersworkinthe
navigator.Ifselfassessmentisrequired,LDRPSuses
theweightfieldasdescribedbelowtocalculatea
completionpercentagethatshowstheoverall
progressofthisplannavigator.
Selectaweighttoindicatetheimportanceofthisstep.
8.
Weightisusedtocalculatethecompletion
percentageofusersnavigatorwork.Thispercentage
iscalculatedbydividingtheweightofallcompleted
stepsbythetotalweightofallstepsinthenavigator.
Normalstepgetsavalueof1
Elevatedstepgetsavalueof2
Criticalstepgetsavalueof3
Example:Anavigatorcontainstenstepswitha
weightofNormal(10X1),fourstepswithaweightof
Elevated(4x2),andfourstepswithaweightof
Critical(4x3).Thetotalweightofthenavigatoris30
(10+8+12).Usersmarkfivestepsinthenavigator
ascomplete,andtheweightofthosestepstotals12.
Thenavigatorisconsidered40%complete(12
dividedby30).
ClicktheSavebutton.
9.
Thenewstepislistedbelowthescreennameinthe
datasheetatthetopofthescreen.ClicktheNew
buttonanddefineanyadditionalstepsyouneedfor
thisscreen.
145
Previewing a navigator screen

Toviewtheresultsofthescreenyouarebuildingatanytime,
clickthePreviewScreenbutton.Thispreviewisadisplayonly
viewofthelastsavedversionofthecurrentscreen.This
previewdoesnotallowyoutoclickstepstojumptothe
appropriatescreenordocument.
Figure 7.8. Plan Navigator Setup > Preview Screen
Toruntheentirenavigator,testingallsteplinksandthe
flowfromscreentoscreen,logintoanavigatoruser
accountandselectthedesirednavigator.
Deleting navigators and navigator screens

Whileitispossibletodeletenavigatorsandnavigatorscreens,
pleaseuseextremecautionbeforedoingso.Deletinganavigator
screencoulddisrupttheflowofyournavigator,leavingscreens
orphanedandinaccessible.Deletinganavigatorcouldeliminate
ausersaccesstoaplan.
YoucannotdeleteStrohlSystemsstandardnavigators,only
customones.
146
Navigator Setup
To delete a custom navigator:
1.
ofLDRPS.
2.
SelecttheCustomiteminthetreeontheleft.
3.
Selectanavigatorfromthedatasheetatthetopofthe
screen.
4.
displays,clickYes.
To delete a navigator screen:

1.
2.
ofLDRPS.
ExpandtheCustomiteminthetreeontheleft.Dooneof
thefollowing:
IfthescreenisintheMainFlow,choosetheMainFlow
iteminthetree.
Ifthescreenisacorecomponentsetupscreen,choose
theScreensiteminthetree.
3.
Selectthescreenfromthedatasheetatthetopofthe
screen.
4.
displays,clickYes.
147
Strohl Systems standard navigators

Eachnavigatordeterminesthestepsplanbuilderswillfollow
whenbuildingtheplan,andwhattypeofplanwillresult.
Reviewthedescriptionsbelowtodeterminethetypeofplanyou
wanttobuild.
Business Process Recovery

Selectthisnavigatortocreateabusinesscontinuityplanto
restartoneormorebusinessprocessesthatarecriticaltoyour
organizationwhenanoutageoccurs(e.g.,handlecustomer
serviceinquiries,processcustomerorders,developmarketing
programs,producequarterlyfinancials,manufactureproductX,
etc.)Useitto:
Identifythekeypeople,placesandthingseachprocess
needstomeetitsbusinessgoals.
Recordtheactionskeyplayersmusttakeandtheresources
theyllneedtogetbackinbusiness.
Identifyprocessinterdependenciestoensuretheright
servicesarerestoredattherighttime.
Application Recovery
SelectthisnavigatortoallowanApplicationDevelopmentor
Supportgrouptodevelopaportfolioofproductionandquality
managementproceduresaswellasrecoverydetails.
Whenyoubuildplansofthistype,youwilladdressthe
followingapplicationrelatedconcerns:
148
Agroupofpeopleskilledinspecificapplicationswillbe
expectedtorecoverapplicationcode/dataandvalidatethe
resultforbusinessuse.
Hardwaresupportforapplicationsisprovidedbyanother
technologyareawithinoroutsidethefirm.
Acoordinationgroupinterfaceswithhardwaresupport
andbusinessclientareastomeetproductionand/or
Navigator Setup
recoveryobjectives.
Eachapplicationhasarecoverytimeobjectiveranging
fromminutes,tohourstodaysafterthedisruption.
Applicationinterdependenciesmustbeclearlyidentifiedto
ensuretherightservicesarerestoredattherighttime.
Applicationsmaybeinstalledandusedatvariouslocations,but
supportismanagedcentrallybyatechnologygroup.
Site Event Management

Selectthisnavigatortocreateaplanthatdocumentshowyour
organizationwilldealwithaspecificincidentataparticular
businesslocation.Itwillhelpyoudescribethepeopleandskills
neededfortheincident,thekeylife/safetyissues,thedetailed
stepstorespondandresolvethesituation,whereandhow
responderswilloperate,andhowinformationwillbehandled
fordecisionmakingpurposes.
Thisisthenavigatortoselectwhenyouintendtobuildaplan
gearedtowardrespondingtoapandemic.
followingquestions:
Whatspecificactionswillyourenterpriseneedtotakein
responsetolifeandsafetyconcernssuchas:
Bombthreatorexplosion
Fire,flood,tornado,landslidesorothersevere
weatherconditions
Workplaceviolenceorthethreatofviolence
Hazardousmaterialexposure
Transportationoutage
Anyotherincidentthatdisruptsordeniesyouthe
useofafacilitywheretheenterprisedoesbusiness
Whostrainedtorespondtothistypeofsituation?
Howdoyousafelyevacuateandaccountforbuilding
occupants?
149
Howdoesyourenterpriseinteractwithlocalemergency
authoritiesand/orfacilitymanagement?
Howshouldtheincidentseffectbemonitored,evaluated
and/orcontrolled?
Howandwhoshoulddeterminewhatneedstobedoneto
restartbusinessoperationslocallyorelsewhere?
Crisis Management
Selectthisnavigatorwhenyouwanttocreateanexecutivelevel
plantodirecttheenterprisespublicandinternalresponseto
businessthreateningordisastersituations.Useittoidentifykey
players,definethecrisisandtheappropriateactionstotake,
handlecrisiscommunicationstoallmajorpartiesinvolved,and
ensurethattheproperresourcesareavailablewhenneeded.
followingquestions:
150
Whatshouldyourmostseniorexecutivesdowhenacrisis
hitstheenterprise?
Whattypesofsituationsrequiretheirinvolvement(e.g.,
publicimagethreat,physicaldisruption,otherdisaster,
etc.)?
Howwillpublic/mediarelationsbehandledinacrisisand
bywhom?
Howwilltheenterprisecommunicatewithemployeesand
othercriticalstakeholdersandregulators?
Howwillseniorexecutivescoordinatewithmanagement
levelswhoseoperationsmaybeimpactedbythecrisisor
disaster?
Wherewillexecutivesdothisworkiftheirofficesare
impacted?Howwilltheycommunicate?Whatelsewill
theyneed?
Navigator Setup
Assigning Navigators to Plans

Therearetwowaystoassociateanavigatorwithaplan:
WhencreatingorrevisingaplaninPlanStructures,you
canassociateasinglenavigatorwitheachplan.Anyuser
withaccesstotheplanandtheSecuritySetup:Master
InterfaceoptiondeniedinSecuritywillhaveaccesstothe
navigatorwheneditingtheplan.
WhendefiningaRoleinSecurity,youcanassociatea
navigatorwithanyplanstowhichtherolegrantsaccess.
UserswiththeRoleandtheSecuritySetup:MasterInterface
optiondeniedinSecuritywillhaveusethenavigatorwhen
editingtheplan(s)towhichtherolegrantsaccess.
Associating a navigator with plans

Associatinganavigatorwithaplanmeansthatiftheusersees
theLDRPSNavigatorinterface,he/shewillusetheassociated
navigatorwhenbuildingthatplan.Thenavigatorprovidesa
seriesofstepbystepinstructionstoguidetheuserthroughhis/
herplanbuildingassignments.
YoucanassigneitherofthefourstandardStrohlSystemsplan
navigatorsoranycustomonesyoucreate.Foradescriptionof
thestandardnavigatorsandthekindsofplanstheyaredesigned
tobuild,seeStrohlSystemsstandardnavigatorsonpage148.
! Usecautionbeforeassigninganavigatordirectlytoa
plan.Ifyoudoso,ALLuserswiththeLDRPSPlan
NavigatorInterfacewillhaveaccesstothatplan.Use
thisoptiononlyifyouhavesimpleSecurityneedsand
arecomfortablewithallnavigatorusersseeingevery
planforyourorganization.
To assign a navigator directly to a plan:

1.
AccessthePlanDetailsscreen:
151
ofLDRPS.
SelectthePlanStructuretab.
SelectthePlanssubtab.
Selecttheplanfromthedatasheetatthetopofthe
screen.
Figure 7.9. Plan Structure > Plans > Plan Details
2.
ClicktheBrowselinknexttotheNavigatorfieldonthePlan
Detailsscreen.TheAssignNavigatorwindowdisplaysthe
availableplannavigators.
3.
HighlightanavigatorandclickOKtoreturntothePlan
Detailsscreen.
4.
SelectaProgressTrackModetospecifyhowtheworkof
userscontributestowardthecompletionofthenavigator
assignedtothisplan.
152
Navigator Setup
5.
allusers.
ClicktheSavebutton.
To assign a navigator through a Security Role:

1.
2.
ofLDRPS.
tree.
todefineplanpermissions,andselectPlans.
Figure 7.10. Security Setup > Roles > Plans
153
3.
Selectthepermissionsetforwhichthenavigatorwillapply.
(Fordetailsonhowtocreateapermissionset,seeSetting
planpermissionsonpage53.)
4.
ClicktheBrowselinknexttotheNavigatorfield.TheAssign
Navigatorwindowdisplaystheavailableplannavigators.
5.
HighlightanavigatorandclickOKtoreturntothe
PermissionSetDetailsscreen.
6.
SelectaProgressTrackModetospecifyhowtheworkof
userscontributestowardthecompletionofthenavigator
assignedtothisplan.
allusers.
! Forausersprogresstrackingpercentagetofully
incrementto100%,thatusermusthaveaccesstoall
stepswithinthenavigator.Iftheuserdoesnotreach
100%aftercompletinghis/hersteps,chancesarethe
userdoesnothaveSecurityrightstoseethescreens
referencedbyeverystep.ReviewtheRolesgranted
tothatuserandrevisethemasneeded.
7.
154
ClicktheSavebutton.
Importing and
Exporting Information
Thischapterprovidesanoverviewofimportinginformationinto
andexportinginformationfromLDRPS.
Task
Page
Overview: Importing and Exporting
155
Setting feature configuration
156
Importing information into LDRPS
156
Managing import templates
160
Viewing recent import jobs
163
Exporting LDRPS information
164
Downloading exported data
166
Managing export templates
167
Viewing recent export jobs
169
Creating batch deletion templates
172
Viewing recent batch delete jobs
174
Overview: Importing and Exporting

Thebiggestkeytohavinganeffectivecontinuityplanis
collectingandmaintainingaccurate,currentinformationabout
thepeople,places,andresourcesofyourcompany.Muchofthe
informationyouneedforyourcontinuityplansmayalready
existinfilesthroughoutthecompany.Forexample,your
HumanResourcesdepartmentkeepsanuptodatedatabase
withallemployeeinformation,ShippingandReceivinghas
155
detailedcustomerlists,andPurchasinghasnames,addresses,
andphonenumbersforallthevendorsthecompanyuses.
Youcanrunimportsregularlytomakesureyoualwayshavethe
mostuptodateinformation.Employeeinformationchanges
constantlypeoplearehiredorleavethecompany,movetoa
newhomeorgetnewphonenumbers,andgetmarriedand
changetheirnames.LDRPSallowsyoutosaveimportsforlater
use.
Lateryoumayfindthatbybuildingtheirplansyouhave
gatheredinformationthatisusefulforotherreasons.Youcan
usetheExporttooltocopythatinformationoutofLDRPSinto
otherfiles.
Thischapterexplainshowtoimportinformationfromother
applicationsintoLDRPS,howtoexporttothem,andhowtorun
batchdeletetoremoveobsoleteinformationfromLDRPS.
Setting feature configuration

Priortorunninganimport,exportorbatchdelete,clickthe
FeatureConfigurationtabinAdministrationtodefinerulesthat
willapplywhenyouoryourusersperformimports,exports,
andbatchdeletions.Formoredetails,seeSettingFeature
Configurationonpage111.
Importing information into LDRPS
TheImport/Exporttoolwasdesignedtobecompatiblewithall
ofthefiletypesthatmostcommonlycontaininformationthat
LDRPSneeds,whethertheyrespreadsheetsorstandardtext
files.Youcanimportfromcommonspreadsheetfilessuchas
ExcelandLotus123savedascommaseparatedvalue(.CSV)
files.
156
If the file you want to import from is not compatible

with the LDRPS import, try exporting the file to a
compliant application first and then importing into
LDRPS from the compatible file.
Importing and Exporting Information

Figure 8.1. Administration > Data Management > New Import
To import information into LDRPS:

1.
ofLDRPS.
SelecttheDataManagementtab.
SelecttheImport>Newfromthetree.
IntheBaseonExistingTemplatefield:
Leave<None>inthefieldtodefineanewimport.
ClickBrowsetoselectanimporttemplateandusethe
settingsandmappingfromanexistingtemplate.
2.
OpentheNewImportscreen:
Usingatemplateisagoodideawhenperforminga
repetitiveimportmonthlyoratotherintervals.
3.
ClicktheBrowselinktoselecttheLDRPStableyouwantto
importinto.
4.
Ifnoimportfileisselected,theBrowselinkandchoosethe
157
sourcefileanduploadittotheserver.
BesuretoclicktheUploadFilebuttonanduploadthe
mostrecentversionoftheimportfilebeforeeach
import.Thisensuresthatanychangestotheimport
sourcefilewillbeincluded.
5.
Selectaradiobuttontoindicatehowtoaddand/orupdate
LDRPSrecords.
6.
ClicktheMapFieldsbuttontospecifyhowyouwantfields
fromthesourcefiletomatchfieldsintheLDRPStable.If
youhaveselectedatemplate,thefieldmappingvalues
defaultfromthetemplate.
Figure 8.2. Administration > Data Management > Import > Map Fields
158
Selectthedelimiterthatindicatesthestartofnew
fields/columns.
Checking1stRowisHeadermeansthatrowwillbe
ignoredbytheimport.
AnyfieldyoucheckoffasaKeyFieldwillbeusedto
determinewhetherarecordisneworifitisanupdate.
GenerallyyoushoulduseonlytheIDfieldasthe
key,becauserecordswithmatchinginformation
inmultiplefields(e.g.,twodifferentpeople
namedJohnSmithwillberejected).IDsare
alwaysuniqueandshouldbeusedasthekey
regardlessofthetypeofdatayouareimporting.
Usethedropdownboxestomaptheappropriate
columnsfromtheimportsourcefiletofieldsinthe
LDRPSdestinationtable.Youmustmapallrequired
fields(fieldsmarkedwithan*).
ClicktheOKtoreturntotheNewImportscreen.
ClicktheRunImportbutton.
7.
Forexample,supposeyoualreadyhave
employeesinyourdatabaseandchoosethe
Updateexistingrecordsandaddnewrecordsoption
whenimporting.TheLDRPSemployeeJamal
Lewinskyhas(610)5554120ashisphone
number,butintheimportfilehisphonenumber
is(610)5554122.IfyouchooseFirstNameand
LastNameasthekeyfields,LDRPSwilllookat
thefirstnameandlastnameoftheimported
recordstoseeifthepersonmatchesanyonein
theLDRPSEmployeedictionary.Ifthekey
recordsmatch,itwillupdateandreplacethe
valueofanyfieldintheLDRPSdatabasethatis
differentfromtheimportrecordfield.Inthis
case,itwillupdateJamalLewinskysphone
numberinLDRPSaftermatchinghisname.
Ifyouarenotalreadyusinganimporttemplate,you
willbeaskedifyouwanttosaveyoursettingsasa
templateforfutureuse.Ifyouintendtorunthis
importatregularintervals,itsagoodideatosave
thisimportasatemplate.
159
8.
Specifythedestinationforimportedrecords:
Noplansrecordsareimportedintothedictionaryonly.
Allplansrecordsareimportedintothedictionaryand
allplansinyourLDRPSdatabase.
Specificplansrecordsareimportedintothedictionary
andtheplansyouselect.ClickBrowsetoselectplans.
10.
ClicktheImportRecordsbutton.Amessageshowsthetotal
numberofrecordsprocessed,thenumberofrecords
acceptedandthenumberofrecordsrejected.ClickOK.
11.
SelectImport>RecentJobstoviewtheimportresultsfile.
Fordetails,seeViewingrecentimportjobsonpage163.
Figure 8.3. Administration > Data Management > Import > Recent
Jobs
Managing import templates

Importtemplatespreservesettingsforreuseduringrepeated
imports.Forexample,ifyouconductamonthlyimportfrom
yourHRdatabasetoyourEmployeedictionary,youcanreuse
yourEmployeeimporttemplatetosavetimeandensure
consistency.
160
Eachtimeyousubmitanondemandimportwithoutusinga
template,youwillbeaskedifyouwanttosavethejobasa
templateforfutureuse.Alltemplatescanbeviewedand
updatedbyselectingImport>Templatesfromthetree.Youcan
alsocreateanimporttemplatefromthisscreen.
Figure 8.4. Administration > Data Management > Import > Templates
To create an import template:

1.
2.
OpentheImportTemplatescreen:
ofLDRPS.
SelecttheImport>Templatesiteminthetree.
ClicktheNewbutton.
3.
Enteratemplatenameanddescription.
3.
importinto.
4.
Ifnoimportfileisselected,clicktheBrowselinkandchoose
thesourcefile.
161
5.
Selectaradiobuttontoindicatehowtoaddand/orupdate
LDRPSrecords.
6.
Selectthedelimiterthatindicatesthestartofnew
fields/columns.
Checking1stRowisHeadermeansthatrowwillbe
ignoredbytheimport.
AnyfieldyoucheckoffasaKeyFieldwillbeusedto
determinewhetherarecordisneworifitisanupdate.
162
Forexample,supposeyoualreadyhave
employeesinyourdatabaseandchoosethe
Updateexistingrecordsandaddnewrecordsoption
whenimporting.TheLDRPSemployeeJamal
Lewinskyhas(610)5554120ashisphone
number,butintheimportfilehisphonenumber
is(610)5554122.IfyouchooseFirstNameand
LastNameasthekeyfields,LDRPSwilllookat
thefirstnameandlastnameoftheimported
recordstoseeifthepersonmatchesanyonein
theLDRPSEmployeedictionary.Ifthekey
recordsmatch,itwillupdateandreplacethe
valueofanyfieldintheLDRPSdatabasethatis
differentfromtheimportrecordfield.Inthis
case,itwillupdateJamalLewinskysphone
numberinLDRPSaftermatchinghisname.
GenerallyyoushoulduseonlytheIDfieldasthe
key,becauserecordswithmatchinginformation
inmultiplefields(e.g.,twodifferentpeople
namedJohnSmithwillberejected).IDsare
alwaysuniqueandshouldbeusedasthekey
regardlessofthetypeofdatayouareimporting.
columnsfromtheimportsourcefiletofieldsinthe
LDRPSdestinationtable.Youmustmapallrequired
fields(fieldsmarkedwithan*).
7.
ClicktheOKtoreturntotheImportTemplatescreen.
ClicktheSavebutton.
To delete an import template:

1.
OpentheImportTemplatescreen:
ofLDRPS.
SelecttheImport>Templatesiteminthetree.
2.
Highlightatemplateinthedatasheet.
3.
displays,clickYes.
Viewing recent import jobs

Toviewtheresultsofanimport,selectImport>RecentJobsand
selectthedesiredimport.Thisscreenallowsyoutoviewwhich
recordswereacceptedandrejected.
To view import results:
1.
2.
OpentheImportJobInfoscreen:
ofLDRPS.
SelecttheImport>RecentJobsiteminthetree.
Selectanimportfromthedatasheetatthetopofthe
screen.
ClickDownloadAuditReporttoviewalistofrecords
163
thatweresuccessfullyaddedorupdatedthroughthe
import.
ClickDownloadExceptionReporttoviewalistofrecords
thatwerenotabletobeimported,andanexplanation
ofwhyeachrecordwasexcluded.
ClickDownloadRejectionFiletosaveonlytherejected
recordstoafile.Thisallowsyoutomakethenecessary
changestotheserecords(asspecifiedintheException
Report)andimporttherecordsfromthisfile.
Exporting LDRPS information

Onceyouvebuiltyourplans,youmayfindthatyouwouldlike
toexportLDRPSdataforuseinotherapplications.Forexample,
youcouldexportinformationfromyourLDRPSEquipment
dictionarytoaspreadsheetapplicationtoperformvariouscost
calculations.
Figure 8.5. Administration > Data Management > Export
To export data from LDRPS:

1.
OpentheNewExportscreen:
164
ofLDRPS.
SelecttheExport>Newitemfromthetree.
Select<None>todefineanewexport.
Selectatemplatefromthedropdownlisttousethe
settingsandmappingfromasavedexport.
2.
repetitiveexportmonthlyoratotherintervals.
3.
IntheFileTypefield,selectthetypeoffileyouwantto
exportinto.
4.
exportfrom.
5.
fromtheLDRPStabletomatchfieldsintheresulting
exportfile.Ifyouhaveselectedatemplate,thefield
mappingvaluesdefaultfromthetemplate.
columnsfromtheLDRPStabletocolumnsinthefile
youareexportinginto.Thepreviewdatasheetshows
howexporteddatawillappear.
Figure 8.6. Administration > Data Management > Export > Map Fields
ClicktheOKbuttontoreturntotheNewExportscreen.
165
ClicktheRunExportbutton.
6.
Ifyouarenotalreadyusinganexporttemplate,you
willbeaskedifyouwanttosaveyoursettingsasa
templateforfutureuse.Ifyouintendtorunthis
exportatregularintervals,itsagoodideatosave
thisexportasatemplate.
7.
ClicktheExportRecordsbutton.ClickOKtodownloadthe
exporteddataandsavethefilelocally.
8.
SelectExport>RecentJobstodownloadtheexporteddatato
afile.
Downloading exported data

Onceanexportiscomplete,selectExport>RecentJobsto
downloadtheexporteddatatoafile.
To download export results:
1.
OpentheExportJobInfoscreen:
ofLDRPS.
SelecttheExport>RecentJobsiteminthetree.
2.
Selectanexportfromthedatasheetatthetopofthescreen.
3.
ClickDownloadExportedDatatoaFile.
4.
ClickSave.
5.
EntertheexportfilenameandclickSave.
To view export results:

1.
166
ofLDRPS.
2.
3.
ClickViewReporttoviewalistofrecordsthatwere
successfullyexported.
Managing export templates

Exporttemplatespreservesettingsforreuseduringrepeated
exports.Forexample,ifyouconductamonthlyexportfrom
yourEquipmentDictionarytoanexternalfile,youcanreuse
yourEquipmentexporttemplatetosavetimeandensure
consistency.
Eachtimeyousubmitanondemandexportwithoutusinga
template,youwillbeaskedifyouwanttosavethejobasa
updatedbyselectingExport>Templatesfromthetree.Youcan
alsocreateanexporttemplatefromthisscreen.
Figure 8.7. Administration > Data Management > Export > Templates
167

To create an export template:
1.
OpentheExportTemplatescreen:
ofLDRPS.
SelecttheExport>Templatesiteminthetree.
2.
ClicktheNewbutton.
3.
4.
IntheFileTypefield,selectthetypeoffileyouwantto
exportinto.
5.
exportfrom.
6.
Ifnoexportfileisselected,clickClickHeretoSelectan
ExportFileandchoosethesourcefile.Thislinkchangesto
ClickHeretoSelectaDifferentExportFileonceafileis
selected.
7.
8.
columnsfromtheLDRPStabletofieldsinthefileyou
areexportinginto.Thepreviewdatasheetshowshow
exporteddatawillappear.
ClickOKtoreturntotheExportTemplatescreen.
ClicktheSavebutton.
To delete an export template:

1.
168
OpentheExportTemplatescreen:
ofLDRPS.
SelecttheExport>Templatesiteminthetree.
2.
3.
displays,clickYes.
Viewing recent export jobs

Toviewtheresultsofanexport,selectExport>RecentJobsand
selectthedesiredexport.Thisscreenallowsyoutodownload
exporteddatatoafile.
To view export results:
1.
2.
ofLDRPS.
ClickViewReporttoviewalistofrecordsthatwere
successfullyexported.
ClickDownloadExportedDatatoaFiletocreateaCSV
filecontainingtheexportedrecords.
Running a batch delete

AstheLDRPSAdministrator,youmayneedtocleanupyour
dictionariesfromtimetotime,deletingobsoleteorinvalid
records.Forexample,supposeyourHumanResources
169
departmentgivesyouafilewithalistofemployeeswhoareno
longerwithyourcompany.Youcanusethatfiletocompareand
automaticallydeletethecorrespondingLDRPSemployee
recordsfromyourdatabase.
TheBatchDeletionsscreenletsyoupermanentlydeleteoutdated
orinaccuraterecordsthroughabatchprocess.Itworksalotlike
theLDRPSImportfunction.Butinsteadofimportingthedata
fromanexternalfileintoLDRPS,theBatchDeletionsutility
locatesandremovestheLDRPSdatabaserecordsthatmatchthe
recordsinthesourcefile.
LDRPSlocatesmatchingrecordsbycomparingthedefaultkey
fieldsintheLDRPSdatabasewiththecorrespondingfieldsin
thedatafileyouareusing.Forexample,LDRPScomparesthe
EmployeeIDtodetermineiftheLDRPSrecordmatchesarecord
inyourdatafile.TheEmployeerecordisconsideredamatch
onlyifthedatainthekeyfieldsisidenticaltothedatainthe
correspondingfieldsinthedatafile.
Figure 8.8. Administration > Data Management > Batch Delete
To run a batch deletion of LDRPS information:

1.
OpentheNewBatchDeletescreen:
170
ofLDRPS.
SelecttheBatchDelete>Newfolderfromthetree.
Select<None>todefineanewbatchdelete.
Selectatemplatefromthedropdownlisttousethe
savedsettingsandmappingfromthetemplate.
2.
periodicbatchdeletefromthesameLDRPStable.
3.
deletefrom.
4.
Ifnofileisselected,clicktheBrowselinkandchoosethefile
containingtherecordstodelete.
5.
SelectaradiobuttontoindicatewhichLDRPSrecordsto
delete.
6.
Onlydeleterecordsthatdonothaverelatedrecords
removesrecordsthatarenotusedelsewhereinthe
system(e.g.,wontdeleteemployeesassignedtoteam
positions,orincalllists,etc.)
Deleteallrecordsincludingrelatedrecordsremoves
allrecordsanddeletesrelationships(e.g.,removes
employeesfromteampositions,calllists,etc.)
Ifyoucheckthekeyfieldcheckbox,thatfieldmust
matchagainstthecorrespondingfieldinthebatch
deletefilefortheLDRPSrecordtobedeleted.
171

Figure 8.9. Administration > Data Management > Batch Delete > Map
Fields
ClicktheRunBatchDeletebutton.
7.
ClickOKtoreturntotheBatchDeletescreen.
8.
Ifyouarenotalreadyusingabatchdeletetemplate,
youwillbeaskedifyouwanttosaveyoursettings
asatemplateforfutureuse.Ifyouintendtorunthis
batchdeleteatregularintervals,itsagoodideato
saveitasatemplate.
SelectBatchDelete>RecentJobstoviewthebatchdelete
resultsfile.Fordetails,seeViewingrecentbatchdelete
jobsonpage174.
Creating batch deletion templates

Batchdeletetemplatespreservesettingsforreuseduring
repeatedbatchdeletions.Forexample,ifyouconductamonthly
batchdeleteofemployeerecords,youcanuseatemplatetosave
timeandensureconsistency.
Eachtimeyousubmitanondemandbatchdeletewithoutusing
atemplate,youwillbeaskedifyouwanttosavethejobasa
172
updatedbyselectingBatchDelete>Templatesfromthetree.You
canalsocreateabatchdeletetemplatefromthisscreen.
Figure 8.10. Data Management > Batch Delete > Templates
To create a batch deletion template:

1.
2.
OpentheBatchDeleteTemplatescreen:
ofLDRPS.
SelecttheBatchDelete>Templatesiteminthetree.
ClicktheNewbutton.
3.
4.
deletefrom.
5.
Ifnofileisselected,clicktheBrowselinkandchoosethefile
containingtherecordstodelete.
6.
SelectaradiobuttontoindicatewhichLDRPSrecordsto
delete.
173
Onlydeleterecordsthatdonothaverelatedrecords
removesrecordsthatarenotusedelsewhereinthe
system(e.g.,wontdeleteemployeesassignedtoteam
positions,orincalllists,etc.)
Deleteallrecordsincludingrelatedrecordsremoves
allrecordsanddeletesrelationships(e.g.,removes
employeesfromteampositions,calllists,etc.)
7.
8.
ClicktheOKbuttontoreturntotheBatchDeleteTemplate
screen.
9.
ClicktheSavebutton.
To delete a batch delete template:

1.
ofLDRPS.
SelecttheBatchDelete>Templatesiteminthetree.
2.
3.
displays,clickYes.
Viewing recent batch delete jobs

Toviewtheresultsofabatchdelete,selectBatchDelete>Recent
Jobsandselectthedesiredbatchdelete.
To view batch delete results:
1.
174
OpentheBatchDeleteJobInfoscreen:
2.
ofLDRPS.
SelecttheBatchDelete>RecentJobsiteminthetree.
Selectabatchdeletefromthedatasheetatthetopofthe
screen.
ClickDownloadAuditReporttoviewalistofrecords
thatweresuccessfullydeleted.
ClickDownloadExceptionReporttoviewalistofrecords
thatwerenotabletobedeleted,andanexplanationof
whyeachrecordwasexcluded.
ClickDownloadRejectionFiletosaveonlytherejected
recordstoafile.Thisallowsyoutomakethenecessary
changestotheserecords(asspecifiedintheException
Report)andrunbatchdeleteagainstthatfile.
175
176
LDRPS Dictionaries
ThischapterprovidesanoverviewofusingLDRPSDictionaries.
Task
Page
Overview: LDRPS dictionaries
177
LDRPS dictionary descriptions
179
Core Components
179
Logistics
180
Resources
180
People
181
Populating dictionaries
182
Importing information into dictionaries
182
Entering information into dictionaries
182
Assigning dictionary records to folders
183
Overview: LDRPS dictionaries

AsLDRPSAdministrator,youhaveanynumberofconcerns.
Whenitcomestoplandata,yourthoughtswillfocuson
reducingdataentryworkandensuringyourplanbuildershave
accesstotherecordstheyneed.
Yourplanscouldcontainthousandsofrecords,sofindingaway
tostreamlineplanbuildingisalwaysakeyconcern.Its
importanttoavoidduplicatedataentry,bothtoreduceeffort
andtoensurethatrecordsareconsistent.Itwouldbegreattobe
177
abletoenterthisinformationonceandsimplyselectitwhen
needed.
Dictionariesarecentralizedrepositories,organizedinlogical
datacategories,whereyoucanaddinformationthatuserscan
accesswhenbuildingplans.InLDRPS,allinformationisstored
inarelationaldatabase,whichmeansitcanbesharedbetween
manyplans.
InthischapterwelldiscussusingDictionariestostore,
categorize,share,andprotectyourplandata.Wellreviewhow
youcanmakeaplanbuildersjobeasierbyallowinghim/herto
selectratherthanenterplandetails.
Figure 9.1. Home > Dictionaries
178
LDRPS Dictionaries
LDRPS dictionary descriptions

Dictionariesorganizeplaninformationintologicalgroupings.
LDRPScategorizestheseDictionariesasCoreComponents,
Logistics,Resources,andPeople.Thefollowingdescribesthe
dictionariesineachcategory.
Core Components
CoreComponentsareoftenthespecificfocusofyourplanning
efforts.Youhavetheabilitytoplanspecificallyaroundthe
preservation/restorationofthesecorecomponents.
Whatarethesystemsthatarerequiredtoperformyour
mostcriticalbusinessfunctions?TheApplications
Dictionarycontainsdetailsaboutthesesystems.
WhatHardwareismostcriticaltoyourdaytoday
businessoperations?Whatequipment,ifdisabledor
destroyed,wouldrequirethemostimmediaterestoration
tocontinuenormalbusinessoperation?
Whatareyourmostcriticalbusinessfunctions?The
ProcessesDictionarycontainsdetailsabouttheminimum
requirementsneededtomaintainyouroperationsifan
interruptionoccurs.
ThedifferencebetweenApplicationsDictionaryand
SoftwareDictionary,andbetweentheHardwareDictionary
andtheEquipmentDictionaryisthatApplicationsand
Hardwarearemissioncriticalcomponentsaround
whichyouwillplan.SoftwareandEquipmentare
resourcesthatsupportyourdaytodaybusiness
operations.
179
Logistics
Whatrecoverystepsareneededtorestorecriticalcore
components?Whowillperformthiswork,andwherewillitbe
done?ThroughLogistics,youllcollectthiscriticalinformation.
Whatbackup,offsitestorageandotheralternatesitesare
availabletoyouifyourprimaryfacilityisdamaged?The
LocationsDictionarycontainsdescriptionsofthesesites.
Youcanfurtherdefinelocationswithresourcesthatgive
youaneffectiveinventoryoftheitemsavailablethere.
Whatstepswillyourteamsperformtokeepyourprocesses
running?TheTasksDictionarycontainsdescriptionsof
activitiesorproceduresthatneedtobeperformedduring
differentphasesofbusinesscontinuity.Eachtaskcanbe
furtherfinetunedwithsubtasks.
WhatTeamsarerequiredtoperformthestepsoutlinedin
yourplans?Youwilldefinepositionswithineachteam.
Resources
Resourcesoutlinewhatyouneedtosupportyourrecoveryfrom
anincidentordisruption.Theseresourcescanbeassigned
directlytoplansorassociatedwiththerecoveryofspecificCore
Components.
180
Whatfurnishingsandotheritemsofvaluedoyouwantto
inventory?TheAssetsDictionarycontainsinformation
abouttheseitems.
Whatprinters,monitors,cablesandothermiscellaneous
equipmentwillyouneed?TheEquipmentDictionary
containsinformationabouttheserequirements.
Whatcomputersoftwarewillyouneedifabusiness
interruptiontakesplace?TheSoftwareDictionarycontains
specificinformationlikesupplier,currentrelease,etc.
Whatbasicproductslikepurchaseordersandenvelopesdo
youneedtohelpyoucontinuebusinessoperationsaftera
disruption?Whatitemslikeflashlightsandtwoway
radioswouldyouuseintheeventofanemergency?The
LDRPS Dictionaries
SuppliesDictionarycontainsinformationaboutthese
requirements.
Whatareyourphone,modemandother
telecommunicationsrequirements?TheTelecom
Dictionarycontainsinformationaboutthe
telecommunicationlinescriticaltoyourrecovery,including
whichalternatelinesareavailabletoyou.
Whathardcopyrecordswillyoudependoninan
emergency?TheVitalRecordsDictionarycontainsdetails
aboutimportantdocumentslikeoriginalloanapplications,
personnelormedicalrecords,compliancedocumentation,
standardoperatingprocedures,andyourbusiness
continuityplan.
Whatarethesoftware,andtelecommunications
requirementsforeachofthecriticalworkstationsatyour
facilities?TheWorkstationsDictionarycontainsworkarea
setupcharacteristicssoyoucandesignatealternate
workstationsifonebecomesdisabled.
People
Whoiscriticaltoyourorganization,bothinternallyand
externally?Collectinginformationaboutthesepeoplehelpsyou
toensuresafety,facilitatecommunication,andassignrecovery
tasks.
Whatuniqueskillsorpersonalqualitiesdoyouremployees
possess?TheAttributesDictionarydescribesspecial
characteristicsthatyouwouldliketoknowaboutifa
businessinterruptionoccurs.
Whoarethekeyorganizationsorpeopleyousupplywith
productsorservices?TheCustomerOrgsDictionary
containsinformationaboutthem.
Whoareyourcriticalpersonnel,andhowwillyoucontact
themortheirlovedones?TheEmployeesDictionary
containsdetailsaboutyourstaff,includingaddresses,
phonenumbersandemergencycontactdetails.
Whoarethekeyorganizationsorpeoplewhosupplyyou
withproductsorservices?TheVendorOrgsDictionary
181
containsinformationaboutthem.
Populating dictionaries
TherearetwowaystopopulateyourLDRPSDictionaries.You
canimportdatafromanotherfile,andyoucanenteritdirectly
usingDictionaryeditscreens.
Importing information into dictionaries

Often,youhavekeyplaninformationlikedetailedcustomerlists
availableinotherfilesthroughoutyourcompany.TheNew
ImportscreenletsyouquicklycopythatinformationintoLDRPS
Dictionaries.Thisisagreatwaytosavedataentryeffort,soyou
shouldalwaysrunImportfirstifyouhavefilestocopy.
Onceyouruntheimport,youcanopentheDictionaryrecordsto
makechangesorenteradditionalinformation.
Fordetailedinstructionsonimportinginformationintoyour
Dictionaries,seeImportingandExportingInformationonpage
155.
Entering information into dictionaries

Toenterrecordsdirectly,choosetheDictionariesiconfromthe
navigatorbaratthetopofLDRPS.LDRPSopenstheDictionaries
screen,whichliststheDictionariesandshowstherecords
containedineach.
SelectingaDictionaryopensascreenlikethisone,whichshows
alloftherecordsintheselectedDictionary.
182
LDRPS Dictionaries
Figure 9.2. Dictionaries > Equipment
Dictionaryrecordsdisplayinadatasheetwithcolumnheadings
acrossthetop.Theseheadingscorrespondtothefieldsonthe
Detailstabbelow,andyoucansortthedatasheetbyclickingon
thecolumnheadings.Eachrowcontainsonerecord.
Toeditarecord,clickontheappropriaterowinthedatasheet.
Thedetailstabbelowshowsallfieldsfortheselectedrecord.
Formoredetailsonhowtocreate,updateanddeletedictionary
records,seeChapter2,WorkingwithrecordsintheLDRPS
UserGuide.
Assigning dictionary records to folders
TheFolderBasedViewtaballowsyoutoassigndictionaryrecords
tospecificfolders.Byassociatingrecordswithfolders,your
organizationcantakeadvantageoffolderbasedsecuritytogrant
usersaccesstoonlythoserecordsthatareappropriatetothem.
Fordetailsonestablishingfolderbasedsecurity,see
FolderbasedSecurityonpage78.
183
Keepinmindthatwhenrecordsarecreatedbyausereditinga
plan,thenewrecordsareautomaticallyassignedtothefolder(s)
inwhichtheactiveplanisstored.Theserecordswillappearon
theAssignedtaboftheappropriatedictionary/folderhere.
Figure 9.3. Dictionaries > Folder Based View
To assign dictionary records to folders
184
1.
SelectDictionariesfromtheiconbaratthetopof
LDRPS.
2.
SelecttheFolderBasedViewtab.
3.
Selectthesubtaboftheappropriatedictionary.
4.
Selecttheappropriatefolderfromthetreeontheleft.
5.
OntheAlltab,selecteachrecordthatyouwanttoassignto
thefolder.
10
Document and Report Manager
ThischapterdescribescreatingandrevisingLDRPSreports,
documents,andtablesofcontents.
Task
Page
Overview: Document and Report Manager
186
Managing LDRPS reports
186
Managing report categories
187
189
Viewing and printing reports
193
Managing documents
195
Managing document categories
196
Adding a document to LDRPS
198
Editing LDRPS documents
200
Viewing LDRPS documents
201
Deleting LDRPS documents
202
Managing tables of contents
203
Managing table of contents categories
204
Global Default table of contents
204
Creating a table of contents
205
Adding documents and reports to a TOC
207
Document substitution in LDRPS plans
208
Setting up chapters and page numbers
209
185

Task
Page
Moving and deleting documents and reports
212
Assigning a table of contents to a plan
212
Deleting a table of contents
213
Overview: Document and Report Manager

TheDocumentandReportManagerhelpsyoutoorganizeand
manageyourLDRPSdocuments,standardandcustomreports,
andtablesofcontents,whichcollectdocumentsandreportsin
anorganizedlistthatyouusetodeterminepublishedplan
output.
Managing LDRPS reports

ReportsprovideaviewoftheinformationinyourLDRPSplans
andDictionaries.TherearetwotypesofreportsinLDRPS:
StandardReportsLDRPScomeswithanumberofStandard
Reportsthatprovideusefulcontentforinclusioninthetablesof
contentsthatspecifypublishedplanoutput.Standardreports
cannotberevisedordeleted,butyoucanduplicatethemto
createcustomreportsthatcanbechangedasneeded.
CustomReportsCustomreportsarecreatedbyLDRPSusers,
eitherbasedonexistingreportsorcreatedusingCrystalReports.
Customreportscanberevisedanddeleted.
! Theabilitytocheckoutreports,duplicatestandard
reportsandcreateCustomReportsisavailableonlyto
LDRPSProfessionalPerpetualcustomers.Ifyouarean
LDRPSProfessionalOnDemandcustomerandwouldlike
toknowmoreaboutcreatingcustomreports,please
contactyourStrohlSystemssalesrepresentative.
186

Figure 10.1. Document and Report Manager > Reports
AllLDRPSreportsarestoredincategoryfoldersvisiblethrough
thetreeontheleft.Toseealistofallreportsregardlessof
category,clickontheAllfolderundertheReportsiteminthetree.
Managing report categories

Asyouaddcustomreports,youmayfindthatyouwantto
createnewcategoriestoorganizethemormoveacustomreport
fromonecategorytoanother.UsetheCategoriestabtocreate,
revise,ordeletecustomreportcategories.Standardreport
categoriescannotberevisedordeleted.
187
Figure 10.2. Document and Report Manager > Categories > Reports
Reportcategoriesarespecifictoreports.ADocument
categorycanhavethesamenameasaReportcategory,but
thedocumentsandreportsareorganizedindependently
andarenotrelated.
To create a custom reports category:
1.
SelectDocumentandReportManagerfromtheiconbar
atthetopofLDRPS.
2.
Intheleftnavigationpane,clickontheCategoriestab.
3.
SelecttheCustomReportCategoryiteminthetree.
4.
5.
6.
188
ClicktheNewbutton.
EntertheCategorynameanddescription.
ClicktheSavebutton.

To delete a custom reports category:
1.
atthetopofLDRPS.
2.
3.
SelecttheCustomReportCategoryiteminthetree.
4.
Inthedatasheet,selectthecategoryyouwanttodelete.
5.
! Youcannotdeleteacategorythatcontainsreports.
Selectanewcategoryforthereportsbeforeclicking
Delete.
! IfyouareahostedLDRPSEnterprisecustomer,see
DatabaseCopyforReportingonpage231forinstructions
onhowtocreatecustomreports.
Youhavetwooptionswhencreatinganewreport.Mostoften,
youllcopyanexistingLDRPSreportsoyoucanmakeslight
changestoitorusethesamelayout.Ifyoureverycomfortable
designingreportsinCrystalReports,youcancreateablank
reportandbuilditfromscratch.
Youcaneditthereportwhenyoucreateit,oryoucansavethe
reportandedititlater.Youcanchangetheplacementorformat
(font,size,color,etc.)ofanyfieldinthereport.Youcanalso
includesubtotals,grandtotals,andformulas.Forfulldetails,
consultyourCrystalReportsonlinehelp.
189
Customreportscanbestoredinanyreportcategory,standardor
custom.
! Toeditreports,CrystalReportsmustbeinstalledonthe
workstationonwhichyouarerunningLDRPS.Crystal
ReportsisavailableonyourLDRPSinstallCD.
Figure 10.3. Document and Report Manager > Report Details
To create a custom report:
1.
atthetopofLDRPS.
2.
Intheleftnavigationpane,selectaReportcategoryinthe
tree.
3.
190
ClicktheNewbuttontocreateablankreport,or
Searchthedatasheetatthetopofthescreentofinda
reportsimilartotheoneyouwanttocreate,selectit,
andclicktheDuplicatebutton.LDRPScreatesanew
reportnamedCopyofselectedreportname.
ClickingDuplicatetocopyanexistingreportisthe
recommendedapproach.Lateryoullbeabletoedit
thereportthroughCrystalReportstochangethe
layoutorcontents.
4.
Enteranameanddescriptionforthereport.
5.
ClicktheBrowselinktoselectabasetableforthereport
(e.g.,EmployeereportsarebasedontheEmployeetable).If
youduplicatedanexistingreport,thetabledefaultsfrom
thereportyoucopied.
6.
ClicktheBrowselinktoselectacategoryforthereport.The
categorydefaults(butcanbechanged)ifyouclickDuplicate
tocopyanexistingreport.
7.
ClicktheSavebutton.
To edit a custom report:
atthetopofLDRPS.
2.
tree.
3.
Selectthereportfromthedatasheetatthetopofthe
screen.
1.
ClicktheCheckOutbutton.ClicktheYesbuttontocheck
outthereportforediting.
4.
UsetheSearchatthebottomofthescreentolocatea
specificreport.
Whenyoucheckoutareport,nootheruserswillbe
abletomodifyituntilitischeckedbackin.
191
5.
TheselectedreportopensinCrystalReports.Revisethe
reportasneeded.SeetheCrystalReportsOnlineHelpfor
details.
6.
Whenyouhaveaddedallthefieldsormadeanyother
changesyouneed,selectFile>Save.
! DontselectFile>SaveAsbecausethatcreatesanewcopy
ofthereportthatisnotembeddedintheLDRPS
database.
7.
CloseCrystalReportstoreturntoLDRPS.
8.
TocheckthemodifiedreportbackintoLDRPS,clickthe
CheckInbutton.Ifyouwanttocancelyourchangesand
reverttothepreviouslysavedversionofthisreport,click
theCancelCheckOutbutton.
9.
ClicktheSavebutton.
To move a custom report to a new category:
atthetopofLDRPS.
2.
Intheleftnavigationpane,selecttheReportcategory
containingthereportyouwanttomove.TheAllfolder
showseveryreportregardlessofcategory.
3.
screen.
1.
192
specificreport.
4.
OntheReportDetailstab,clicktheBrowselinknexttothe
Categoryfieldtochoosethenewcategory.
5.
SelectthenewcategoryfromthelistandclicktheSave
button.
6.
ClosethecategorieswindowtoreturntotheReportDetails
screen.Thereportwillbeassignedtothenewcategory.
To delete a custom report:
atthetopofLDRPS.
2.
tree.
3.
screen.
1.
4.
specificreport.
ClicktheDeletebutton.RelatedRecordssearchesfor
tablesofcontentstowhichthereportisassigned.
Ifthereportisused,clicktheReplacebuttonto
substituteanotherreportanddeletetheselectedreport.
Ifthereportisnotused,clicktheDeletebuttonagainto
removeit.
Viewing and printing reports

Toreviewthecontentsofareportandprintit,highlightthe
desiredreportandclicktheViewbutton.
To view and print a report:
1.
atthetopofLDRPS.
2.
tree.
3.
screen.
193
specificreport.
4.
ClicktheViewbutton.
5.
Ifthereportisfilterable,youwillbegiventheoptionto
applyafiltertothereportsoutput.
Toreportonalldata,clicktheSelectAllDataradio
buttonandclicktheNext>button.
Toapplyafiltertothisreport:
ClicktheSelectDataFilterradiobutton.
Choosethefiltertouseorcreateanewfilter.
SeetheLDRPSUserGuidefordetailson
creatingdatafilters.
Ifthereportisaplanbasedreport,youarepromptedto
selecttheplan(s)forwhichyouwouldliketoviewreport
data.
SelectaplanfolderfromthePlanStructuretreeonthe
left.
Doubleclickeachplanyouwouldliketoreporton.
Selectedplansdisplayatthebottomofthescreen.
6.
ClicktheNext>button.
194
Toselectallplanswithinafolder,doubleclick
orrightclickonthefoldername.Toselecta
rangeofplans(orallplans),clickonthefirst
planname,holdtheShiftkey,selectthelastplan
name,andclicktheNewbutton .
ClicktheNext>button.
7.
Selecttheformatinwhichyoudliketoviewthereportand
clicktheRunReportbutton.
8.
LDRPSdisplaystheselectedreportintheselectedformat.
ClickthePrintbuttontosendthereporttoaprinter.

Figure 10.4. Reports > View Report
Managing documents
AddingdocumentstoLDRPSmakesthemavailabletobe
includedinpublishedplans.Forexample,youmayhavea
documentthatdescribesyourorganizationspoliciesfor
launchingyourrecoveryplans,orsomethinglikeadetailed
schematicofyourrecoverysite.
AlldocumentsforuseinLDRPSarestoredintheLDRPS
database,whichprovidesbettersecurity.Noonecantamper
withtheseembeddedfiles,asyoumustcheckoutthese
documentstoeditthem.
WhenyoucreateanLDRPSdocumentrecord,youllenter
detailsaboutthedocumentandwillbrowsetoanexternal
sourcedocumentfile,whichissaved(embedded)intheLDRPS
database.IfyoueditthisdocumentthroughLDRPS,thechanges
195
updateonlytheLDRPSembeddeddocument,nottheoriginal
sourcefile.
! Iftheexternalsourcefileischangedafteryouinitially
addedittoLDRPS,andyouwantthesechangesin
LDRPS,checkouttheLDRPSdocumentrecordand
checkintheupdatedexternalfileinitsplace.
Figure 10.5. Document and Report Manager > Documents
AllLDRPSdocumentsarestoredincategoryfoldersvisible
throughthetreeontheleft.Toseealistofalldocuments
regardlessofcategory,clickontheAllfolderunderthe
Documentsiteminthetree.
Managing document categories

Asyouadddocuments,youmayfindthatyouwanttocreate
newcategoriestoorganizethem.Oryoumaywanttomovea
documentfromonecategorytoanother.UsetheCategoriestab
tocreate,revise,ordeletecategories.
196
Figure 10.6. Document and Report Manager > Categories > Documents
Documentcategoriesarespecifictodocuments.A
DocumentcategorycanhavethesamenameasaReport
Category,butthedocumentsandreportsareorganized
independentlyandarenotrelated.
To create a document category:
1.
atthetopofLDRPS.
2.
3.
4.
5.
6.
ClicktheNewbutton.
EntertheCategorynameanddescription.
ClicktheSavebutton.
197

To delete a documents category:
1.
atthetopofLDRPS.
2.
3.
4.
5.
! Youcannotdeleteacategorythatcontains
documents.Selectanewcategoryforthedocuments
beforeclickingDelete.
Adding a document to LDRPS

AddingadocumenttoLDRPSinvolvesselectingadocument
fromalocationonyourlocalPCoranetworkdrivesomewhere
inyourorganizationandembeddingitintheLDRPSdatabase.
OnceitisaddedtoLDRPS,alleditsupdateonlytheLDRPScopy
ofthedocument.IfyouupdatethedocumentoutsideofLDRPS,
opentheLDRPSrecordandpointtothenewversion.
To add a document to LDRPS:
1.
atthetopofLDRPS.
2.
Intheleftnavigationpane,clickonacategoryunderthe
Documentsiteminthetree.
3.
4.
198
ClicktheNewbutton.
Enterthenameanddescriptionofthisdocument.These
namesareforLDRPSuseandarentrequiredtobethe
sameasthesourcedocument.
5.
ClickBrowsetoselectthedocumentcategory.Thecategory
defaults(butcanbechanged)ifyouclickDuplicatetocopy
anexistingdocument.
6.
IntheAuthorfield,clicktheBrowselinktoselectthename
ofthepersonwhoisresponsibleforthesourcedocument.
ClicktheOKbuttontoclosethiswindowandreturntothe
documentrecord.
ClickBrowsetoselecttheDocumentOwner.LDRPSopens
theSelectUserwindow.Choosetheappropriateuserand
clickClose.
8.
IftheShareDocumentboxisunchecked,onlythedocument
ownerandAdministratorswillbeabletoaccessit.If
checked,accessisdeterminedbySecurity.
9.
AssigningadocumenttypeintheDocumentReplacement
Typefieldenablessubstitutionwithinatableofcontents.
7.
Whenauserassignsadocumenttoaplan,he/shecan
usetheDocumentReplacementTypefieldtoindicate
whatkindofdocumentitis(policy,assumptions,
overview,etc.).Ifthetableofcontentsforthatplanis
setupwithadocumentofthatsametype,the
documentassignedtotheplanreplacestheoneset
upinthetableofcontents.Thisisimportantbecause
itallowsuserstocustomizetheirprintedplanoutput
whilecomplyingwiththecompanystandards.
Formoredetailsondocumentsubstitution,see
DocumentsubstitutioninLDRPSplansonpage
208.
10.
ClicktheSavebutton.LDRPSpromptsyoutoselectthe
sourcedocument.
11.
ClickBrowsetoselectthefileandclicktheUploadFile
button.
199
Editing LDRPS documents

OnceyouhaveaddedadocumenttoLDRPS,youcanmake
changestoitbyclickingtheCheckOutbutton.Whenauseredits
adocumentitismarkedascheckedout,meaningitislocked
andcannotbeeditedbyanyotheruseruntilitischeckedback
in.Otherusersmayviewitbutnotmakechanges.
Administratorscanalwayscheckinorcancelcheckoutfora
documentopenedbyotherusers.
Whenadocumentisopenforediting,aCheckOuttabappears
nexttotheDocumentDetailstab.Youcanusethistabtoview
checkoutdetailsforanopendocument.
Figure 10.7. Document and Report Manager > Documents > Check Out
To edit an LDRPS document:
200
1.
atthetopofLDRPS.
2.
Intheleftnavigationpane,selectaDocumentcategoryin
thetree.
Selectthedocumentfromthedatasheetatthetopofthe
screen.
3.
ClicktheCheckOutbutton.Whenamessageappearsto
confirmcheckout,clickYes.
4.
5.
specificdocument.
Whenyoucheckoutadocument,nootheruserswill
beabletomodifyituntilitischeckedbackin.
Iftheapplicationinwhichthedocumentwascreatedis
installedonyourworkstation,LDRPSlocksthedocument
foryouruseandopensitforediting.Reviseitasneeded
andsaveyourchanges.
! DontselectFile>SaveAsbecausethatcreatesanew
copyofthedocumentthatisnotembeddedintheLDRPS
database.
6.
ClosethedocumenteditortoreturntoLDRPS.
7.
TocheckthemodifieddocumentbackintoLDRPS,click
theCheckInbutton.Ifyouwanttocancelyourchangesand
reverttothepreviouslysavedversionofthisdocument,
clicktheCancelCheckOutbutton.
8.
ClicktheSavebutton.
Viewing LDRPS documents

Ifanotheruserhasadocumentcheckedout,orifyouwantto
reviewthedocumentcontentswithoutchangingit,usetheView
option.
To view an LDRPS document:
1.
201
atthetopofLDRPS.
thetree.
3.
screen.
2.
specificdocument.
4.
ClicktheViewbutton.LDRPSopensaPDFcopyofthe
documentforviewing.
5.
Whenyouhavefinishedviewingthedocument,closethe
PDFviewer.
Deleting LDRPS documents

WhenyouattempttodeleteanLDRPSdocument,LDRPSopens
RelatedRecordstoshowanyplansandtablesofcontentstowhich
thedocumentisassigned.Thisrequiresyoutoreplaceor
removethedocumentbeforedeletingit.
To delete an LDRPS document:
atthetopofLDRPS.
2.
thetree.
3.
screen.
1.
4.
202
specificdocument.
tablesofcontentstowhichthereportisassigned.
Ifthereportisused,clicktheReplacebuttonto
substituteanotherreportanddeletetheselectedreport.
Ifthereportisnotused,clicktheDeletebuttonagainto
removeit.
Managing tables of contents

Followingcompanyplanningstandardsisalwaysakeyissue,
butitbecomesabiggerprioritywhenyourorganizationhas
manyplans.Itsimportantthatplansforyourvariouslocations
anddepartmentshavethesamebasiccontentsandstructure.
Forexample,youmayrequirethatallplansincludean
overview,policydocument,andaseriesofkeyreportsthat
providefundamentalandindispensablerecovery
information.
Certaintypesofplanswillrequirespecificdocumentsthatothers
willnot.Anemergencyresponseplanatabuildinglevel
probablyshouldcontainevacuationprocedures,butthis
documentwouldnotbenecessaryforotherplans.
Soyouneedawaytosetuptemplatesthatguaranteetheseplans
willbeputtogetherthewayyouwantthemtobe.TheTableof
ContentsEditoristhesolution.Usingit,youdecidewhichtypes
ofdocumentsandreportstoincludeinaplan,andtheorderin
whichtheywillbeprinted.Youthenassignatableofcontents
toeachplansothatplanbuilderscanconcentrateongetting
informationintotheplansratherthanwhatthepublishedplan
contentshouldbe.
Whenyoupublishaplan,thetableofcontents(TOC)determines
theoutput.SoifyoubuildoneormoreTOCsandapplythemto
yourplans,itsthebestwaytomakesurethatplansacrossyour
organizationadheretoyourcompanystandards.
Youcanhavemultipletablesofcontentsassignedtoa
singleplan,thenchoosebetweenthemwhenpublishing.
Forexample,youmaywanttheplanoutputforanaudit
reviewtodifferfromtheoutputduringadisruption,so
youcanuseadifferentTOCforeachcircumstance.
203
Global Default table of contents

TheGlobalDefaultTableofContentsisavailabletoeveryplan.
Ifyoudonotrequiremultipletablesofcontents,simply
customizethisGlobalDefaultTOCasneededandthiswillserve
astheTOCforallofyourplans.
Managing table of contents categories

Asyouaddtablesofcontents,youmayfindthatyouwantto
createnewcategoriestoorganizethem.Oryoumaywantto
moveaTOCfromonecategorytoanother.UsetheCategories
tabtocreate,revise,ordeletecategories.
Figure 10.8. Document and Report Manager > Categories > TOC
204
TableofContentscategoriesarespecifictoTOCs.A
TOCCategorycanhavethesamenameasaDocument
Category,butthedocumentsandTOCsareorganized
independentlyandarenotrelated.

To create a table of contents category:
1.
atthetopofLDRPS.
2.
3.
SelecttheTableofContentsiteminthetree.
4.
ClicktheNewbutton.
5.
EntertheCategoryname.
6.
ClicktheSavebutton.
To delete a table of contents category:
1.
atthetopofLDRPS.
2.
3.
SelecttheTableofContentsiteminthetree.
4.
5.
! Youcannotdeleteacategorythatcontainstablesof
contents.SelectanewcategoryfortheTOCsbefore
clickingDelete.
Creating a table of contents

Creatingatableofcontentsinvolvesthreeprimarysteps:
Specifyingthename,descriptionandTOCcategory
Addingdocumentsandreportstothetableofcontents
AssigningtheTOCtoplans
205
Therearetwowaystocreateanewtableofcontents:baseiton
anexistingone,orcreateitfromscratch.
Figure 10.9. Document and Report Manager > Tables of Contents
To create a table of contents:
206
1.
atthetopofLDRPS.
2.
TableofContentsiteminthetree.
3.
ClicktheNewbuttontocreateablanktableof
contents,or
Selectatableofcontentstocopyfromthedatasheetat
thetopofthescreenandclicktheDuplicatebutton.
ClickingDuplicatecopiesalldocumentsandreports
assignedtotheselectedtableofcontentsintothenew
one.ThisisagoodshortcutiftheduplicatedTOCis
similartothenewoneyouarecreating.
4.
Enteranameanddescriptionforthetableofcontents.
5.
ClicktheBrowselinktoselectacategoryforthetableof
contents.Thecategorydefaults(butcanbechanged)ifyou
clickDuplicatetocopyanexistingTOC.
6.
ClicktheSavebutton.
Adding documents and reports to a TOC

TheDocumentsandReportstabshowsthesequenceofdocuments
andreportsassignedtothetableofcontents.
Itsagoodideatosetupyourcontentssothatthereportsand
documentsthatyouwillneedimmediatelywillprintoutfirst.
Forexample,yourEmergencyContactbyEmployeeName
reportistypicallyoneofthefirstinyourTOC,becauseifpeople
areinjuredduringadisruptionyourfirstprioritywillbeto
notifytheirlovedones.
207

Figure 10.10. Table of Contents > Documents and Reports
Document substitution in LDRPS plans

DocumentsubstitutionistheautomaticreplacementofaTOC
documentwithaplanspecificdocumentwhentheplanis
published.ThisisaccomplishedthroughtheDocument
ReplacementTypefieldontheDocumentsDetailsscreen.
Whenyoudefineadocumentrecord,youcanusetheDocument
ReplacementTypefieldtoindicatewhatkindofdocumentitis
(policy,assumptions,overview,etc.).Whenadocumentofa
certaintypeisincludedinaplansdefaulttableofcontentsand
planbuildersassignadocumentofthesametypetotheplan,the
planspecificdocumentreplacestheTOCdocumentofthesame
type.
Forexample,supposeyouwantplansforyourorganizationto
includeadocumentthatprovidesageneraloverview.Youbegin
byassigningadocumenttoeachtableofcontentsthathas
OverviewselectedintheDocumentReplacementTypefield.
Becausethisoverviewwilldifferfromdepartmentto
department,plannersineachdepartmentwillwriteupaspecific
overviewdocumentandassignittotheirplan.(Itisimportant
208
thattheplanbuildersalsoselectOverviewintheDocument
ReplacementTypefieldfortheseplanspecificdocuments.)
Whentheuserspublishtheirplans,theplanspecificoverview
documentreplacesthedefaultoverviewdocumentincludedin
thetableofcontents.TheTradingOverviewdocumentwill
appearintheTradingPlan,theHumanResourcesOverview
documentwillappearintheHRplan,etc.
Whendocumentsubstitutionisineffect,thetableofcontentson
thePublishPlantabwillshowanasterisknexttoanyplan
specificdocument.
Setting up chapters and page numbers

Eachtimeyouaddadocumentorreporttoatableofcontents,it
isaddedatthebottomofthelistandthepagenumberscontinue.
Insteadofhavingonelargesequentialdocumentasafinalplan,
manycompaniesliketheirplanstobedividedintomultiple
chaptersorsections.Thiscanmakeiteasiertolocateacertain
typeofinformation.
Forexample,youcanplaceallcontactinformationintoone
chapterorsectionsothatallemployee,vendor,andcustomer
namesandphonenumbersareinoneplace.Anothermight
includeallofyourrecoveryresourceinformation,like
equipment,softwareandsupplies.
Youcanhaveasmanychapters/sectionsasyoulike,andyoucan
restartpagenumberingeachtime.Forexample,yourcontact
informationcouldstartat11,withtheresourcesectionstarting
at21.
TheRestartNumberingandChaptercolumnsletyoudecide
howyouwantpagenumberstoprintinyourplan.
EachtimeyouchecktheRestartNumberingbox,page
numberingrestartsat1.Typicallyyoullusethiseach
timeyoustartanewsectionsothatthepage
numberingbeginsagain.
ClickontheChaptercolumnandenteranumberor
letterthatwillserveasaprefix.
209

Figure 10.11. Document and Report Manager > Tables of Contents>
TOC Editor
To add documents and reports to a table of contents:
1.
atthetopofLDRPS.
2.
TableofContentsiteminthetree.
3.
SelecttheTOCyouwanttobuild,thenclicktheDocuments
andReportstab.Thistabshowsthedocumentsandreports
alreadyassignedtotheTOC.
4.
ClicktheEditbuttontoopentheTOCEditorscreen.You
candothefollowingtoupdatethecontentsandformatof
yourTOC:
210
ClicktheNewbuttontoinsertadocumentorreport
intheMainBodyorAppendicessectionsoftheTOC.
Whenaddingadocumentorreport,clicktheTableof
ContentsSectionDetailstabtospecifywhetheritshould
beaddedtothemainbodyorasanappendix.

Figure 10.12. TOC Editor > Select Documents and Reports
ClicktheRestartNumberingboxtohavethepage
numberrevertto1atthestartofthatdocumentor
reportinyourplan.Inmostcasesthiswillbethestart
ofanewsection.Notethatthefirstdocumentorreport
intheAppendicesautomaticallyrevertsto1.
Figure 10.13. TOC Editor > Restart Numbering
ClickontheChaptercolumntoenteranyprefixtobe
appliedtotheplanpaging.(Forexample,enterAif
youwantpagesinthatchapteroftheplantoprintas
A1,A2,etc.)
Usetheup/downarrowsintherightmargintochange
theorderofdocumentsandreports.
Entertext(suchasaconfidentialitymessage)inthe
footer.Thistextwillautomaticallybedisplayedinthe
211
footerofeverypageinyourpublishedplan.
WhenyouhavefinishedupdatingtheTOCcontentsand
format,clickSavethenClose.Theupdatedcontentsdisplay
ontheDocumentsandReportstab.
5.
ClicktheSavebutton.
Moving and deleting documents and reports

Oncedocumentsarewithinatableofcontents,youcan
rearrangethemorremovethementirely.
Tochangetheorderofadocumentorreport,clickit
andusethearrowsintherightmargintomoveitupor
downinthelist.
Toremoveadocument,selectitandclickthe
button.
Delete
Whenyoumoveordeleteitemsfromatableofcontents,the
pagenumbersareupdatedautomatically.
Assigning a table of contents to a plan

Youcanassignatableofcontentstoanunlimitednumberof
plans.Forexample,iftheFloorlevelplansinyourEmergency
ResponsePhaseallrequirethesamereportsanddocuments,you
cancreateonetableofcontentsandassignittoeachofthese
plans.Rememberthateachplansuniquedocumentswill
replacethegeneralonesassignedtothetable.
YoullchooseonetableofcontentsastheDefaultTOCforaplan
whencreatingorrevisingaplanthroughPlanStructures.You
canassociateadditionalTOCswithaplanwhendefiningadata
permissionsetforaroleinSecurity.
212
Formoreinformation,seeTocreateaplan:onpage33.
Deleting a table of contents

Youcandeleteatableofcontents,butifthatTOCisassignedto
plansyoumustuseRelatedRecordstoreplaceorremoveit.
To delete a table of contents:
atthetopofLDRPS.
2.
Intheleftnavigationpane,selectaTableofContents
categoryinthetree.
3.
SelecttheTOCfromthedatasheetatthetopofthescreen.
1.
4.
specificTOC.
planstowhichthetableofcontentsisassigned.
IftheTOCisnotused,clickthe
toremoveit.
IftheTOCisused,clicktheReplacebuttontosubstitute
anotherTOCanddeletetheselectedone.
Deletebuttonagain
213
214
11
Sending a System Message
ThischapterdescribescreatingandsendingmessagestoLDRPS
users.
Task
Page
Sending an LDRPS message
215
Sending an LDRPS message

TheLDRPSMessagingscreenallowsyoutosendnotesto
LDRPSusers,suchasareminderofanapproachingduedatefor
planupdates.
YoumanagemessagesthroughtheMessagingtabin
Administration.
215

Figure 11.1. Administration > Messaging
To send a message to LDRPS users:

1.
2.
3.
OpentheMessagingscreen:
oftheLDRPSscreen.
SelecttheMessagingtab.
ClicktheNewbuttontocreateanewmessage,or
Selectamessagefromthedatasheetatthetopofthe
screen.
Enterthefollowing:
TheFromfielddefaultstheSenderspecifiedonthe
FeatureConfiguration>Messagingtab,butcanbe
changed.
216
Forinformationonhowtospecifythedefault
Sender,seeSettingMessagingconfiguration
onpage117.
Sending a System Message
EntertheSubjectofthemessage.
Specifyadaterangeduringwhichthemessageshould
display.Clickthedropdownboxestoselectdatesfrom
acalendar.
ClicktheexpandbuttontotherightoftheBody
fieldandenterthemessagetext.
4.
5.
ClicktheSavebutton.
Specifywhoshouldreceivethemessage:
TosendthemessagetoeveryoneusingLDRPS,check
SendtoAllUsers.GotoStep8.
Or,clicktheAssignRecipientsbuttontoselectthe
LDRPSuserswhowillreceivethemessage.
Figure 11.2. Messaging > Assign Recipients
6.
Selectrecipients:
OntheUserstab,checkeachuseryouwanttoreceive
themessage.
OntheRolestab,checktheplanrolesthatshould
receivethemessage.
217
7.
ClickOK.
8.
Thenewmessagedisplaysonthehomepageofthe
selectedusersduringthespecifieddaterange.
Figure 11.3. LDRPS home page with a message
218
12
LDRPS Scheduler
ThischapterdescribesusingtheLDRPSScheduler.
ScheduledImportsandScheduledExportsareavailableto
LDRPSEnterprisecustomersonly.IfyouareanLDRPS
Professionalcustomer,youcanignorethesesections.
Task
Page
Overview: Scheduler
219
Creating a schedule
219
Setting up a scheduled import
221
Setting up a scheduled export
223
Resetting plan navigators
225
Overview: Scheduler
TheLDRPSSchedulerallowsyoutosetupscheduledimports,
exportsandpublishing.Italsoallowsyoutodefineschedules
forwhenprogresstrackingfornavigatorsshouldbereset.
Creating a schedule
Schedulesdeterminethetimingandfrequencyofscheduledjobs.
Asavedschedulecanbeappliedtomultiplescheduledjobs.
219

To create a schedule
1.
2.
OpentheSchedulerscreen:
ofLDRPS.
SelecttheSchedulertab.
ClicktheBrowselinknexttotheSchedulefieldtoselector
createanewschedule.TheSelectaSchedulewindowopens.
Figure 12.1. Administration > Scheduler > Select a Schedule
3.
220
ClicktheNewbutton.
4.
EntertheScheduleName.
5.
SelecttheScheduleTypetospecifyhowoftenyouwouldlike
thescheduledtasktobeperformed:
Dailychoosethisoptiontorunthescheduleevery
day,onweekdaysonly,oronadailyinterval(e.g.,
everyotherday).
Weeklychoosethisoptiontorunthescheduleonthe
specifiedday(s)atweeklyintervals(onceaweek,every
otherweek,etc.).
LDRPS Scheduler
6.
7.
Monthlychoosethisoptiontorunthescheduleona
specificdayofthespecifiedmonth(s).Forexample:
October15
January1,April1,July1,October1
FirstSaturdayofJuneandDecember
Onetimeonlychoosethisoptiontoruntheschedule
once,onaspecificdateatthespecifiedtime.
ClicktheSavebutton.
ClickOK.
Setting up a scheduled import

Yourcompanychangesallthetime,andtheinformationinyour
plansmustchangealongwithit.Employeesjoinandleaveyour
company,newcustomerspurchaseyourproductorservices,and
newvendorssupplyservicestoyou.Scheduledimportingisa
greatwaytoensurethattheinformationinLDRPSiskept
current.Forexample,schedulinganimportfromyourHuman
Resourcesdatabaseonceamonthensuresthatyouhavecurrent
employeerecords.
Otheradvantagesofscheduledimportinginclude:
Theabilitytoautomaticallyimportinformationafterhours
withoutbeingrequiredtobepresentatthattimetoinitiate
theimportyourself,and
Alertingplanbuildersandotherpersonneltoplanupdates
throughplannotification.Emailmessageswillbe
launchedautomaticallytoinformthemthatplanshave
beenupdated.(Notificationdoesnottakeplacewhenyou
runondemandimports.)
221

To define a scheduled import
1.
OpentheImportJobRunscreen:
ofLDRPS.
2.
SelectImportRuninthetree.
3.
ClicktheNewbutton.
4.
OntheJobRunDetailstab,enterthescheduledjobname.
5.
createanewschedule.
Figure 12.2. Scheduler > Select a Schedule
6.
Selectthescheduleyouwanttouseforthisjoborclickthe
Newbuttontocreateaschedule.
222
Fordetailsonhowtodefineanewschedule,seeTo
createascheduleonpage220.
LDRPS Scheduler
7.
ClickOK.
8.
ClicktheUploadFilebuttontouploadthefilecontaining
therecordsyouwanttoimporttothewebserver.When
thescheduledjobruns,itwillimportrecordsfromthis
uploadedfile.
9.
ClicktheSavebutton.
BesuretoclicktheUploadFilebuttonanduploadthe
mostrecentversionoftheimportfilebeforeeach
scheduledjoboccurrence.(Forexample,ifthejob
runsmonthly,uploadthelatestversionofthefile
eachmonthpriortothejobrundate.)Thisensures
thatanychangestotheimportsourcefilewillbe
includedinthenextscheduledimport.
10.
Ifyouwanttospecifytheplanstowhichthisscheduled
importjobshouldapply,clickontheWhichPlans?tab.
NoplansThisoptionischosenbydefaultfornewjobs.
ChooseAllPlanstohavethescheduledjobexecutefor
anyplanwiththeselectednavigatorassociated.
SelectSpecificPlansandclickBrowsetopickoneor
moreplans.
Setting up a scheduled export

LDRPSallowsyoutoexportrecordsatascheduletime(s).
To define a scheduled export
1.
2.
OpentheExportJobRunscreen:
ofLDRPS.
SelectExportRuninthetree.
223
3.
ClicktheNewbutton.
4.
Enterthescheduledjobname.
5.
createanewschedule.
6.
7.
8.
224
ClickOK.
ClicktheSavebutton.
LDRPS Scheduler
Resetting plan navigators

TheLDRPSSchedulerallowsyoutodeterminewhenplan
navigatorsshouldbereset,meaningthattheselectedstepsare
changedfromastatusofcompletetoincomplete.Thisreset
ensuresthatyourplansarereviewedfrequentlytoverifythat
theyareaccurate,withnomissingoroutdatedinformation.
Whenspecifyingaresetschedule,youcanresettheentire
navigatororonlyselectedsteps.Forexample,youcanresetthe
CallListstepsmonthly,sinceyourcalllistsarelikelytochange
morefrequentlythansomeothertypesofplaninformation.You
canthenhavetheremainingstepsexpirequarterly,twiceayear,
oratwhateverintervalisappropriateforyourorganizationto
reviewplans.
To define Navigator reset schedules
1.
2.
3.
OpentheNavigatorProgressResetscreen:
ofLDRPS.
SelectNavigatorProgressinthetree.
ClicktheNewbutton.
4.
Enterthescheduledjobname.
5.
createanewschedule.
225

6.
7.
8.
9.
226
ClickOK.
ClicktheSavebutton.
ClicktheAssignNavigatorsandStepsbutton.TheAssign
NavigatorsandStepswindowopens.
LDRPS Scheduler
Figure 12.5. Scheduler > Assign Navigators and Steps
Tohaveallnavigatorstepsexpireatonetime,checkthe
navigatorname(thefirstiteminthelist).Allsteps
withinthenavigatorarecheckedautomatically.All
stepswillexpireaccordingtothisschedule,meaning
thenavigatorwillberesetto0%complete.
Toselectonlyspecificsteps,checkthem.Thesesteps
willexpireaccordingtotheschedule.Thepercentage
completewillchangeaccordingtotheweightofthe
step(s).
10.
11.
12.
13.
Youcanselectanycombinationofnavigatorsand/or
steps,butyouarenotrequiredtoselectallofthem.
ClickOK.
ClicktheSavebutton.
ClicktheWhichPlans?tab.
227
14.
Specifytheplanstowhichthisscheduledjobshouldapply.
ChooseApplytoAllPlanstohavethescheduledjob
executeforanyplanwiththeselectednavigator
associated.
ClickBrowsetopickoneormoreplans.
! Thefollowingmustbetrueforthescheduledjobtorun
properly:
15.
228
Youmustselectnavigatorstepsandplansforthe
scheduledjob.
Theselectednavigatormustbeassociatedwiththe
selectedplan(s).
ClicktheSavebutton.
13
Email notification
ThischapterdescribesLDRPSEmailnotification.
EmailNotificationisavailabletoLDRPSEnterprise
customersonly.IfyouareanLDRPSProfessional
customer,youcanignorethischapter.
Task
Page
Overview: Email notification
229
Email notification setup
230
Sample notification message
230
Overview: Email notification

EmailnotificationalertscertainLDRPSuserstoeventstaking
placethatupdatetheplansforwhichtheyareresponsible.
LDRPScantriggeremailswhenthefollowingeventstakeplace:
Aplanispublished
Aplanissubmittedforreview/approval
Animportupdatesaplan
Thestepsinanavigatorexpire
229
Email notification setup

Therearetwostepstotaketoenableemailnotificationwithin
LDRPS:
WithinFeatureConfiguration,selecttheEmail
Notificationsiteminthetreetospecifytheemailsender
andothersetting.Fordetails,seeSettingemail
notificationconfigurationonpage123.
Withineachplan,selecttheAccountabilitiesiteminthe
treeonthetospecifywhichpeoplefillingplan
accountabilitiesareeligibletoreceivenotifications.
Youcanselectthepersontoreceivenotificationswhen
plansarepublished,whenplansareupdatedthrough
imports,orwhenastepinanavigatorassignedtothe
planexpires.Fordetails,seeBuildingPlansinthe
LDRPSUserGuide.
Toreceivenotification,ausermusthaveanemail
addressdefinedwithinhis/heruseraccountin
Security.
Sample notification message

Thefollowingmessageisanexampleofthetypeofmessage
LDRPSuserswillreceive.
Figure 13.1. Sample LDRPS Email Notification message
230
14
Database Copy for

Reporting
Thischapterprovidesanoverviewofcreatingadatabasecopy
andeditingcustomreports.
DatabaseCopyisavailabletoLDRPSEnterprisecustomers
only.IfyouareanLDRPSProfessionalcustomer,youcan
ignorethischapter.
Task
Page
Introduction
231
Step 1: Setting Up a PC to Edit Custom Reports
232
Step 2: Creating a Copy of Your LDRPS 10 Database
233
Step 3: Editing Custom Reports and Specifying Your

Datasource
237
Introduction
WebHostedcustomersaccessLDRPS10throughStrohlSystems
hostingserver,whichprovidesfullLDRPS10functionality.
However,becauseyoucannotruntheCrystalReportsdesigner
ontheWeb,alocalinstallofCrystalReportsisrequiredtoallow
youtoeditcustomreports.
Toassistyouwiththecreationofthesereports,LDRPSDatabase
CopyandRestorecreatesasecure,readonlycopyofyour
LDRPSdatabaseandloadsittoaPCorlaptopforuseasa
datasourcewhenbuildingCrystalReports.
Thischapterwalksyouthroughthisprocessstepbystep,
guidingyouthroughsettingupalocalPCtouseCrystal
231
Reports,creatingasnapshotofyourLDRPS10database,safely
loadingthatdatabasefileontothelocalPC,andconnectingto
thisfileasadatasourceforyourcustomreportingneeds.
Itisdividedintothefollowingsections:
SettingUpaPCtoEditCustomReportsThissection
describesthestepsneededtoconfigurethelocal
workstationyoulluseforeditingLDRPScustomreports.
CreatingaCopyofYourLDRPSDatabaseThissection
describesusingLDRPSDatabaseCopyandRestoreto
produceareadonlydatabasefileforuseasaCrystal
Reportsdatasource.
EditingCustomReportsandSpecifyingYourDatasource
Thissectiondescribesthestepsneededtocreateandedit
customreports,andshowshowtoconnecttothecopied
databaseandtheCrystalReportsdatasource.
Thefollowingsectionsdescribethesestepsinmoredetail.
Step 1: Setting Up a PC to Edit Custom

Reports
InordertobeabletoeditLDRPScustomreports,youmust
installthefollowingonyourlocalmachine:
CrystalReportsXIRelease2,ServicePack1InstallCDsfor
BusinessObjectsCrystalReportsareincludedinyour
LDRPS10welcomepackage.
LDRPSDatabaseRestoreUtilityThisprogramenablesyou
torestoreareadonlycopyofyourLDRPS10databaseto
yourlocalmachineforuseasaCrystalReportsdatasource.
Seetheinstructionsbelowfordetailsoninstallingthis
program.
ForfulldetailsonsystemrequirementsforLDRPSreportwriter
workstations,seehttps://www.mystrohl.com/Support/SysReq/
LDRPS.asp.
232
Database Copy for Reporting

To install the LDRPS Database Restore Utility
! BeforeinstallingtheLDRPSDatabaseRestoreUtility,
visithttps://www.mystrohl.com/Support/SysReq/
LDRPS.aspandverifythatyourPCmeetstheLDRPS10
workstationrequirements.
1.
InserttheLDRPSinstallationCDintheCDdriveofyour
localPC.
! Iftheinstallprogramdoesnotstartautomatically,
selectStart>Run,typed:\setup,whered:istheCD
driveletter,andclickOK.
2.
OntheLDRPSinstallscreen,selectDatabaseRestoreUtility.
3.
ReviewtheinstructionsontheWelcomescreenandclick
Next>.
4.
ThisscreendisplaystoindicatethattheDatabaseRestore
UtilitywillbeinstalledtoC:\ProgramFiles\Strohl
Systems\DatabaseRestoreUtility.ClickNext>.
5.
ClickInstall.Ascreendisplaystodisplayyourprogress.
6.
Whenthesetupiscomplete,clicktheFinishbutton.
! FordetailsonstartingandusingtheDatabaseRestore
Utility,seepage236.
Step 2: Creating a Copy of Your LDRPS 10

Database
LDRPS10DatabaseCopygeneratesanencrypted,readonly
snapshotofyourLDRPS10database.Thisfileprovidessecure,
readonlyaccesstotheLDRPSdatatowhichthepersoncreating
thefilehasrightsthroughLDRPSSecurity.Thisfilecanthenbe
loadedtoaPCorlaptop,enablingLDRPS10EnterpriseWeb
HostedcustomerstoeditLDRPScustomreports.
233
YoullusetheDatabaseRestoreUtilitytorestorethisfileonyour
laptoporlocalmachine,andthencanselectitasadatasource
wheneditingCrystalReports,asdescribedbelow.
LDRPS Security and Database Contents

ThedatainthisencrypteddatabaseadherestotheLDRPS10
Securitysettingsestablishedfortheuserwhocreatedit.It
containsonlythedatawithinthespecifictablesandspecific
fieldsthattheuserhasrightstoinLDRPS10.Thedatabasewill
containthefulltablestructureforthetablestowhichtheyhave
access.Nullvaluesarewrittenforeveryfieldtheuserdoesnot
haveaccessto.
ThisensuresthatauserwillneverseeanydataintheDBcopy
thathe/shedoesnothaveaccesstoinLDRPS10.Thisisperfect
forCrystalReportwriterswhodesignreportsbutshouldnotsee
allsensitiveLDRPSdata.
Keepinmindthatthissnapshotreflectsthedatabaseatthetime
ofcapture.IfyourLDRPSAdministratorismakingfrequent
changestothedatabasestructure(additionofnewfieldsto
screens,forexample),besuretogenerateanewcopyofthe
databasetocapturethesechangesbeforeeditingreports.
! TheDatabaseCopyfunctionalitydoesnotcreateafully
functionalLDRPS10databasebackup.Ifyouneedafull
backup,contactStrohlSystems.
To create a database copy for reporting
234
1.
LogontoLDRPS10.
2.
OpentheDatabaseCopyscreen:
ofLDRPS.
SelecttheDatabaseCopy>Reportiteminthetree.
Thefollowingscreenopens:
Figure 14.1. Administration > Data Management > Database Copy
3.
InthePasswordtoencryptcopyfield,enterapasswordto
securethedatabasecopy.Thispasswordmustmeet
LDRPS10strongpasswordrequirements(itmustcontain
atleasteightcharacters,includingatleastonecapitalletter,
atleastonelowercaseletter,andatleastonenumber
between0and9).
4.
ClicktheGenerateDatabaseCopybutton.Amessage
displaysonscreentoindicateprogress.Whenthe
generationiscomplete,theDownloadlinkbecomesactive.
5.
ClickDownloadandsavethedatabasefiletoyourlocal
machine.
6.
Seethefollowingfordetailsonhowtoloadthisdatabase
fileontoalocalmachine.
235

To load the copied LDRPS database file onto a local
machine
! Tosuccessfullyrestoreacopieddatabase,thelocal
machinemustberunningSQLServerorSQLServer
Expressinstalled.
1.
Onyourlocalmachine,selectStart>Programs>Strohl
Systems>DatabaseRestoreUtility.Thefollowingscreen
displays.
Figure 14.2. Database Restore Utility
2.
236
Dothefollowing:
ClickBrowsetoselectthebackupfileyoudownloaded
toyourmachine.
Entertheservername(likelythenameofthelocal
machineyouplantorestorethedatabaseto).
Enterauniquenameforthedatabasecopyyouare
restoring(e.g.,usethedateinthename).Ifyouhave
previouslyrestoredacopyofyourLDRPSdatabase,
youMUSTchooseadifferentnameforthedatabaseto
beviable.
EnteryourSQLServerorSQLServerExpress
usernameandpassword.
Enterthedecryptionpassword,whichisthesameas
theencryptionpasswordusedtocreatethedatabase
copyinLDRPS10.
3.
ClicktheRestoreDatabasebutton.Amessagedisplaysto
indicatethestatusoftherestore,andaconfirmation
appearswhenthedatabaseisrestoredsuccessfully.
4.
Youmaynowbegineditingreportsusingthiscopyofthe
LDRPS10databaseasyourdatasource.Seethefollowing
sectionfordetailsonhowtoselectthedatasourcein
CrystalReports.
Step 3: Editing Custom Reports and

Specifying Your Datasource
PerformthefollowingstepstocreateandreviseLDRPScustom
reports.Keepinmindthatyouwillhavetospecifythecopied
LDRPSdatabaseastheCrystalReportsdatasource(described
below)individuallyforeachcustomreportyouedit,because
CrystalReportsisinstalledonalocalmachineandoperates
completelyoutsideofLDRPS10forWebHostedcustomers.
To create an LDRPS 10 custom report based on an
existing report
1.
InLDRPS10,selectDocumentandReportManager
fromtheiconbaratthetopofthescreen.
2.
tree.
3.
Selecttheexistingreportonwhichthenewreportwillbe
based.
4.
ClicktheDuplicatebutton.
5.
Enterauniquenameanddescriptionforthereport.
6.
ClicktheSavebutton.
237
7.
Toeditthereport,selectitandclicktheCheckOutbutton.
8.
ClickSaveandchoosealocationonyourlocalmachine.
9.
DoubleclickthereporttoopenitinCrystalReports.Use
thefollowinginstructionstopointtothecopieddatabase
wheneditingthereport.
To select your database copy as the Crystal Reports

datasource
! Thefollowingstepsshouldbeperformedforeachcustom
reportyoucreateandedit.
1.
InCrystalReports,selectDatabase>SetDatasourceLocation.
Figure 14.3. Crystal Reports > Database > Set Datasource Location
2.
238
TheSelectDatasourceLocationwindowopens.

Figure 14.4. Crystal Reports > Set Datasource Location
3.
Inthebottomframe,expandtheCreateNewConnection
folder,andexpandtheOLEDB(ADO)folder.
4.
ChooseMakeNewConnectionandclickUpdate.
5.
WhentheOLEDB(ADO)Windowopens,selectMicrosoft
OLEDBProviderforSQLServer.
Figure 14.5. OLE DB > Select Provider
239
6.
ClickNext>.
Figure 14.6. OLE DB > Connection Information
240
7.
SelecttheServernameandentertheServerUserIDand
password.Alistofdatabaseswilldisplayinthedrop
downlistifthisinformationisenteredcorrectly.Selectthe
nameofthecopieddatabaseyoucreated.
8.
ClickFinish.
9.
TheSetDatasourceLocationwindowshoulddisplaythe
nameofyourorganizationsLDRPSdatabaseunderthe
OLEDB(ADO)folder.

Figure 14.7. Set Datasource Location
10.
HighlightthenewdatasourceintheReplacewithsection
andclicktheUpdatebutton.
11.
ClickClose.
12.
Thereportwillnowconnectandretrievedatafromthe
copieddatabase.UsetheRefreshbuttontoupdatedata
andpreviewthereportwhileediting.
Figure 14.8. Crystal Reports > Refresh Button
13.
SavethereportanduseCheckInwithinDocumentand
ReportManagerinLDRPS10toupdatethecustomreport
withyourchanges.
241
242
Integrated Logon
ThischapterdescribessettingupandusingIntegratedLogonto
connecttoLDRPS10.
IntegratedLogonisavailabletoLDRPSEnterprise
customersonly.
Task
Page
Overview: Integrated Logon
243
Setting up integrated logon for LDRPS users
244
Additional steps for Internet Information Server (IIS)
245
Workstation setup steps
247
Overview: Integrated Logon

WithIntegratedLogonactive,LDRPS10allowsuserstologon
utilizingtheirauthenticatedWindowscredentials,whichmeans
thattheycanopenLDRPSdirectlywithoutenteringausername
andpassword.
243
Setting up integrated logon for LDRPS users

Performthestepsbelowtoenableintegratedlogonwithin
LDRPS.
! Forintegratedlogontofunctionproperly,LDRPSuser
accountsmustbeintheformatwindowsdomain\windows
username(e.g.,ourdomain\jsmith).
To set up integrated logon:

1.
OpentheLDRPSConfigurationAdministratortool.
Figure A.1. LDRPS Configuration Administrator
244
2.
VerifyconnectivitybyclickingtheTestConnectionbutton.
3.
ClicktheSetupIntegratedLogonbutton.Thefollowing
windowappears.
Integrated Logon
Figure A.2. LDRPS > Web Administration
3.
CheckEnableIntegratedlogon.
Additional steps for Internet

Information Server (IIS)
Inadditiontothestepsabove,theseadditionalstepsare
necessary:
1.
OpenMicrosoftManagementConsoleforIIS.Rightclickon
theLDRPSwebsitenameandchooseProperties.
2.
ChoosetheDirectorySecuritytabandclicktheEditbutton.
245
3.
TheAuthenticationMethodswindowopens.Configurethe
virtualdirectorytousewindowsauthenticationonly.
Anonymousaccessshouldbeunchecked.
IntegratedWindowsAuthenticationshouldbechecked.
Figure A.3. Authentication Methods window
246
4.
ClickOK,thenclickOKagaintoclosetheProperties
window.
5.
RightclickontheLDRPSwebsitenameandchooseStop.
6.
RightclickontheLDRPSwebsitenameandchooseStart
7.
CloseIIS
Integrated Logon
Workstation setup steps

Thefollowingstepsshouldbeperformedforeachclient
workstationtoenableintegratedlogon.
To configure a workstation for Integrated LDRPS Logon
1.
RunLdrps10BrowserConfig.exe(ifthisfile
hasnotbeenprovidedtoyou,whichcanbefoundinthe
UtilitiesfolderofyourLDRPS10installCD.
2.
EnteryourLDRPSsitenameintheBrowserConfiguration
window.
Figure A.4. LDRPS 10 Browser Configuration screen
3.
OpenyourwebbrowserandchooseInternetOptions>
Security>Localintranet.Addthewebsitetothebrowsers
intranetzone.
247

Figure A.5. Intranet Zone screen
4.
StartLDRPS10web.IftheIntegratedLogonaccounthas
beencreated,theLogonscreenisskippedandLDRPS10
startsautomatically.Iftheintegratedaccounthasnotbeen
created,thelogonscreendisplays.
! Thereisnoinactivitytimeoutwhenintegratedlogonis
active;thesystemsimplylogsyoubackin.
! TheLDRPSpassworddoesnothavetobethesameasthe
windowspassword,andasaSecuritymatter,itshouldnot
bethesame.(TheLDRPSpasswordisnecessarywhen
LDRPSisrestoredormovedtoadifferentdomainand
whentheLDRPSuserisnotthesameasthewindows
user.)
248
NotiFind Integration
ThischapterdescribesconfiguringandrunningtheIntegration
ServicethatsynchronizesdatainLDRPS10withNotiFind,
poweredbyVarolii.
Task
Page
Overview: NotiFind Integration
249
Setting Up NotiFind Integration
251
Defining a NotiFind Integration Profile
252
Defining Connection Settings
253
Selecting Information to Export
254
Setting Plan Options
255
Setting Contact Options
256
Selecting Plans (optional)
256
Mapping LDRPS Fields to NotiFind
256
Launching the Synchronization
259
Viewing NotiFind Activity
260
Password Generation for New NotiFind Users
265
Overview: NotiFind Integration

NotiFindisfullyintegratedwithLDRPS10througha
continuallyrunningservicethatchecksforupdatestoLDRPS10
dataandexportsthechangeddatatoNotiFindatauser
specifiedinterval.LDRPSchangesaresavedtoanexportqueue
249
usedbytheNotiFindIntegrationserviceandarepushedto
NotiFindwhenthisintervalexpires.
NotiFindIntegrationaccomplishesallofthefollowing:
250
LDRPSemployees,vendorreps,andcustomerrepswillbe
addedtoNotiFindasContacts(ifyouchoosetoinclude
themintheexport).EachnewContactwillalsobegivena
useraccountwithbasicprivilegesthatallowhimtologin
toNotiFindtoupdatehisownContactprofile.(Youcan
updatetheContactslatertogivethemadditionalNotiFind
privileges,liketheabilitytoActivate.)Revisedemployee
information(e.g.,adifferentphonenumberoraddress)
willalsobeupdatedautomaticallyinthecorresponding
ContactrecordinNotiFind.
NotiFindwillcreateanotificationlistforeachLDRPSplan,
corecomponent,calllist,andteamyouchoosetoincludein
thesynchronization.(Asublistforgeneralrecoveryis
createdforeachplan.)Thepeopleassignedtotheplans,
calllistsandteamswillbeassignedautomaticallytothe
correspondingnotificationlist.(Notethatonlyprimary
callersfromthecalllistareexported;alternatecallersare
ignored.)Theselistsareupdatedautomaticallyaschanges
takeplaceinLDRPS.
LDRPSemployeeattributescanbeexportedasreadonly
fieldsandassignedtoContactsasappropriate.Youwillbe
abletoperformsearchesandsetuplistqualificationrules
fornotificationlistmembershipbasedontheseattributes.
Whenthesynchronizationoccurs,LDRPSplanstructure
willalwaysexporttoNotiFind.Thisensuresthatany
addedordeletedplansareincluded.Geographyand
BusinessUnitwillbethetoplevelsoftheresultingplan
structure,takingplaceofthecurrentPhaselevel.
AnypreviouslyexportedrecordsinNotiFindthatarenot
inLDRPSthenexttimesynchronizationtakesplaceare
automaticallydeletedfromNotiFind.Forexample,ifan
employeeisdeletedfromLDRPS,hercorresponding
ContactrecordwillbedeletedfromNotiFind.
Setting Up NotiFind Integration
TheNotiFindoptionontheLDRPS10Administration>Feature
Configuration screenallowsyoutospecifyhowoftenthe
NotiFindservicepollstheexportqueueforLDRPSchanges.
TheNotiFindIntegrationscreensinLDRPSareactivated
onlyifthelicensekeyusedinLDRPShastheNotiFind
attributeenabled.Ifthesescreensarenotvisible,contact
StrohlSystemsCustomerSupportforassistance.
Figure B.1. Feature Configuration > NotiFind Integration
To set NotiFind integration configuration:

1.
ofLDRPS.
2.
SelecttheNotiFindIntegrationiteminthetree.
3.
IftheEnableNotiFindIntegrationfieldischecked,
251
LDRPS10datachangesaresenttothepollingqueue.
ForthesechangestobecarriedtoNotiFind,youmust
alsochecktheEnableSynchronizationwithNotiFindbox.
Bydefault,theUpdateIntervalTimefieldissetto1
minute,meaningallLDRPSchangesthatimpact
NotiFindaresynchronizedalmostimmediately.The
LDRPSAdministratorcanchangethisintervalif
desiredbyenteringanewnumberand/orselecting
Minute(s)orHour(s)fromthedropdownbox.
Thistimingshouldbebasedentirelyonorganization
preference.
! Synchronizationissuspendedtemporarilywhen
anLDRPSimportorbatchdeleteprocessis
running.
4.
EnableDebugLoggingshouldremainuncheckedunder
normalworkingconditions.Typicallyyouwillcheckit
onlyattherequestofaStrohlSupportRepresentativeif
thereisaneedtotroubleshootapotential
synchronizationissuewithNotiFind.
LDRPSmaintainsahistoryofexportedrecordsfora
periodof30days.ThePurgeHistorysectionofthis
NotiFind Configurationscreenallowsyoutochangethis
default,byenteringanewnumberofdays.
Youcandeleteallrecordsfromthishistorybyclicking
thePurgeNowlink.
ClicktheSavebutton.
Defining a NotiFind Integration Profile

ANotiFindIntegrationprofileestablisheswhatinformationis
exportedfromLDRPStoNotiFind.Aprofilecontainsthe
followinginformation:
252
Thenameanddescriptionoftheprofile.
SpecificationsforwhichLDRPSrecordsandplansto
export.
SpecificationsforconnectingtoyourNotiFindsite.
Todefineaprofile,selecttheAdministrationicon,clickonthe
DataManagementtab,andselectNotiFind Integrationfromthetree
ontheleft.TheExportProfilescreendisplays.
Whilethisscreenallowsforthecreationofmultiple
profiles,mostorganizationswillneedjustone.This
optionisdesignedfororganizationswithmultiple
NotiFindsites.Becauseeachprofilemustconnecttoa
uniqueNotiFindsite,youmayhaveonlyasmany
profilesassites.
Figure B.2. Data Management > NotiFind Export Profile
EntertheProfileNameandDescriptionandselecttheConnection
Settingstab.
Defining Connection Settings

BeforedatacanbesynchronizedbetweenLDRPS10and
NotiFind, you must enter valid connection informationtoensure
thatLDRPS10andNotiFindcancommunicate.
253

Figure B.3. Data Management > NotiFind Connection Settings
EntertheusernamesandpasswordstoconnecttoyouNotiFind
site.ClicktheTestConnectionbuttontoensurethatthis
informationisenteredcorrectly.
Selecting Information to Export

ClicktheOptionstabtochoosewhetheryouwanttoexport
employees,customerrepresentatives,and/orvendor
representativestobeNotiFindContacts.Youllalsospecify
whethertocreatenotificationlistsfromLDRPS10calllistsand
teams.
Youfurtherfinetunethesynchronizationbyspecifyingwhichof
theserecordstoinclude(allrecordsoronlytherecordsassigned
toselectedplans).
254
Figure B.4. Data Management > NotiFind Export Options
Whentheprofileiscreated,theoptionstabdefaultstonodata
beingexported,soitisimportanttoreviewthisscreenandselect
theinformationthatshouldbesynchronizedwithNotiFind.
Setting Plan Options

InthePlanOptionssectionofthescreen,choosewhetherto
exportallorselectedplans.
IfyouchooseAllPlans,theexportwillgeneratea
notificationlistforeachplanand,basedonyourselections
below,oneforeachcalllistandteamwithinallplans.It
willalsogenerateaContactrecordforeachemployee,
vendorrepandcustomerrepintheLDRPSdatabase.(You
canexcludesomeofthesepeoplethroughtheContact
Optionsframe,ifdesired.)
IfyouclickBrowsePlans,theExportwillcreatenotification
listsandContactsonlyfrominformationintheselected
plans.
255
Setting Contact Options

YousetexportoptionsforeachofthethreeLDRPSPeople
dictionariesindividually.
IfyouchooseAll,everyrecordinthatLDRPSdictionarywillbe
exported.Theoptionsyouselectforeachdictionaryneednotbe
thesame.Forexample,youcouldexportAllemployees,but
onlythecustomerrepsandvendorrepsassignedtotheselected
plans.
Toexcludeadictionaryentirely,selectNone.
Selecting Plans (optional)

Ifyouindicatedthatyouwanttoexportonlytheinformationin
selectedplans,ascreenopenssothatyoucancheckeachplan
thatyouwishtoinclude.IfyouchoseAllorNone,itis
skipped.
Mapping LDRPS Fields to NotiFind

Foreachdictionarytypeyouareexporting,clicktheMapFields
linktospecifyhowfieldsfromyourLDRPSdatabasematch
fieldsontheNotiFindEditContactProfilescreen.Settingup
mappingensuresthatdataiscopiedproperlyfromLDRPSinto
NotiFind.Forexample,youshouldmatchtheLastNamefield
fromyourLDRPSEmployeeDictionarytotheLastNamefieldon
theNotiFindContactProfile,andsoon.
Youwillspecifyuniquemapsforemployeerecords,vendorrep
records,andcustomerreprecords.Ifyouchosetoexcludeone
ofthesecategoriesfromtheexport,youwillnothavetospecify
mappingforthatcategory.
256
Figure B.5. Data Management > NotiFind Field Mapping
YoumustdefinethesettingsontheConnection
Settingstabbeforeyoucanmapanycustom
NotiFindContactfields.
Theinformationonthisscreenisdividedintothreesegments:
LDRPSfields,NotiFindfields,andapreviewofthedata
includedintheLDRPSfield.Youwillusethedropdownboxes
toselectNotiFindfieldstomatchtoLDRPSfields.Thedrop
downlistshowsalldefaultContactProfilefields,aswellasany
customfieldsyoucreatedthroughtheCustomFieldsicononthe
NotiFindhomepage.YoucanmapeachNotiFindfieldonly
once.
KeepinmindthatifanLDRPSfieldisnotmapped,itwillnotbe
exportedtoNotiFind,soyoushouldbesuretomatchallfields
thatyouwanttoinclude.Itisntnecessarytomapeveryfield,
butyoumustmaptoallrequiredNotiFindfields.
IfafieldisblankwithinLDRPSanddataexistswithina
NotiFindfield,theNotiFinddatawillbeleftintact
unlesstheOverwriteNotiFindvalueswithblankfields
checkboxischeckedontheOptionsscreen.
257
TheNotiFindFirstNameandLastNamefieldsarerequired
(notethatadditionalfieldsmaybemarkedasrequiredbyyour
organization).
! KeeptrackofchangesmadetoLDRPSscreensthrough
ScreenEditor.IfarequiredLDRPSfieldmappedto
NotiFindislatermadeoptional,recordswithblank
valuesinthatfieldwillnotbeintegratedwithNotiFind.
Onceyouestablishthismapping,itwillbesavedandusedeach
timeinformationisexported.
Specifying NotiFind Passwords

ClicktheCredentialsManagementtabtospecifyhowNotiFind
usernamesandpasswordsshouldbegeneratedforemployees,
customersandvendorsexportedasNotiFindContacts.
Figure B.6. Data Management > NotiFind Credentials Management
CheckeachContacttypeforwhichyouwanttograntNotiFind
usernamesandpasswords.Thenspecifyhowusernamesand
passwordsshouldbecreated.
258
Seethefollowingtablefordetails.
Condition
Result
All columns are

blank (default)
NotiFind user name and password are

autogenerated according to the rules described on
page 265.
Field is chosen for

username
The value in the field for each exported person is

that persons NotiFind username
Field is chosen for

password, global
password or suffix is
not specified
The value in the field for each exported person is

that persons NotiFind username
Field is chosen for

password, global
specified
The value entered in the password column is

appended as a suffix to the value in the field. Tip:
If you are unsure that the values in this field will
satisfy strong password requirements, use at least
one upper case letter, one lower case letter, 1 digit,
and one special character as the suffix (e.g., Nf$1).
Field is not chosen

for password, global
specified
The value entered in the password column is the

NotiFind password for all exported employees,
vendors or customers. LDRPS validates to ensure
that this value meets NotiFinds strong password
requirements.
! KeepinmindthatifyouwanttouseanLDRPSfieldto
generateusernamesorpasswords,thefieldmustbeboth
requiredandunique.
Launching the Synchronization

Onceyouhavesavedtheprofile,selecttheSynchronizetabatthe
topofthescreentolaunchtheexport.ClicktheQueueAll
ProfilesforSynchronizationlink.Notethatsubsequent
synchronizationwilltakeplaceautomaticallyattheinterval
specifiedthroughFeatureConfiguration,asdescribedinSetting
UpNotiFindIntegrationonpage251.
259

Figure B.7. Feature Configuration > NotiFind Integration > Synchronize
Viewing NotiFind Activity

TotrackwhatdatawasexportedtoNotiFind,selecttheActivities
tab.Thistabprovidescountsofqueued,exportedandfailed
records,andoffersanumberofreportsshowingthesedetails.
Figure B.8. Feature Configuration > NotiFind Integration > Activities
260
Figure B.9. NotiFind Integration > Current Activities
Current Activities
TheCurrentActivitiesframeshowsamessageaboutthestatusof
theSynchronizationprocessandcountstoindicaterecordsbeing
synchronized.
LDRPS System Messages
ThefirstlineatthetopoftheCurrentActivitiesframeshowsthe
statusofNotiFindSynchronization.LDRPSautomatically
suspendsSynchronizationwhenanLDRPSimportorbatch
deleteprocessisinitiated,andautomaticallyresumeswhen
theseprocessesarecomplete.
Thisscreendisplaysoneofthefollowingfourmessagesto
indicateSynchronizationstatus:
WaitingforNotiFindIntegrationprocesstostart
NotiFindIntegrationprocessinprogress
Import/ExportprocessrequestedtosuspendNotiFind
Integrationprocess
NotiFindIntegrationprocessissuspendeduntilImport/
Exportprocessiscompleted
261

Synchronization Counts
ThecountsintheCurrentActivitiesframeupdateaccordingto
theSynchronizationIntervalspecifiedthroughFeature
Configuration.Fordetailsonspecifyingthisinterval,seeSetting
UpNotiFindIntegrationonpage251.
Activity Type
Description
Waiting to Export
Shows the number of records

currently in the synchronization
polling queue. If synchronization is
disabled, changes will be held in this
queue until it is enabled. This column
is reset when the synchronization
interval is met and synchronization
begins.
Exporting
When the specified synchronization

interval is met, this column shows the
number of records that were pulled
from the polling queue and are
currently being synchronized. It is
reset once this synchronization is
complete.
Failed to Export
While synchronization is taking place,

this column shows the number of
records in the current synchronization
that did not export because of an
error. Run the Activity Reports for
more details on these records.
NotiFind Reports
TotrackwhatdatawasexportedtoNotiFindinreportform,
clickthenameofthedesiredreport.Theseinclude:
262
View NotiFind Activity bydateThisreportsummarizesthe

numberofrecordsineachcategorythatwereadded,
deleted,orchanged,bydate.
View NotiFind Synchronization and Warnings and Errors This

reportprovidesdetailsonsynchronizationerrorsand
warnings.Itisavailableforthelast24hours,thelastweek,
andthelastmonth.
View NotiFind Integration DiagnosticsThisreportprovides

technicaldebugginginformationthatmayberequestedby
StrohlSystemsTechnicalSupportineventoferrors.
Figure B.10. NotiFind Integration > Activity by Date Report
To define a NotiFind Integration profile:

1.
ofLDRPS.
SelecttheProfilesitemundertheNotiFindIntegration
headinginthetree.
3.
EntertheProfileNameandDescription.
4.
SelecttheConnectionSettingstab.
5.
Entertheusernamesandpasswordstoconnecttoyou
NotiFindsite.
2.
ClickTestConnectiontoensurethatthisinformation
isenteredcorrectly.
263
6.
7.
Choosewhetheryouwanttoexportemployees,
customerrepresentatives,and/orvendor
representativestobeNotiFindContacts.Ifyouchoose
All,everyrecordinthatLDRPSdictionarywillbe
exported.
ForeachselectedPeopledictionary,clickMapFieldsto
specifyhowfieldsfromyourLDRPSdatabasematch
fieldsontheNotiFindEditContactProfilescreen.
SpecifywhethertocreatenotificationlistsfromLDRPS
10calllistsandteams.
Specifywhichoftheserecordstoinclude(allrecordsor
onlytherecordsassignedtoselectedplans).
IfyouchooseAllPlans,theexportwillgeneratea
notificationlistforeachplanand,basedonyour
selectionsbelow,oneforeachcalllistandteam
withinallplans.
IfyouclickBrowsePlans,theExportwillcreate
notificationlistsfrominformationintheselected
plansonly.
ClicktheSavebutton.
SelecttheSynchronizetabatthetopofthescreentolaunch
theexport.ClicktheQueueAllProfilesforSynchronization
link.Notethatsubsequentsynchronizationwilltakeplace
automaticallyattheintervalspecifiedthroughFeature
Configuration.
8.
ClicktheOptionstab.Dothefollowing:
264
SelecttheActivitiesTabtoseethestatusofNotiFind
integration.
Password Generation for New NotiFind

Users
WhentheinitialimportfromLDRPStoNotiFindtakesplace,
mappingbothausernameandpasswordwillberequiredforall
oftheLDRPSEmployees,CustomerReps,andVendorReps
beingbroughtintoNotiFind.ThiswillallowtheContactsto
accesstheirindividualrecordsontheNotiFindsitebylogging
in.
AllautogeneratedpasswordscomplywiththefollowingStrong
Passwordspecifications:
Thepasswordmusthave8characters
onecharactermustbeuppercasealphabetical
onecharactermustbelowercasealphabetical
onecharactermustbeadigit
onecharactermustbeaspecialcharacter:!@#$%^&*.,?<>|
_=+
nomorethantwoconsecutiveidenticalcharacters
WhenthefirstdatatransferfromLDRPStoNotiFindtakesplace,
themappedpasswordforeachEmployee,CustomerRep,or
VendorReprecordwillbeassignedastheinitialfixedpassword,
andnotoverwrittenwithfutureimports.TheNotiFind
Administratorcanmanuallyreassignanewfixedpasswordfor
Contactrecords,whichmustbecomplianttotheStrong
Passwordspecifications.Anymanuallyenteredpasswordswill
notbeoverwrittenbyfutureLDRPSexportstoNtiFind.
AnynewLDRPSrecordsthatareaddedwillalsofollowthis
pattern,wherethefirsttimetheyareexportedfromLDRPSto
NotiFind,apasswordwillbemappedtoeitheranLDRPSfield
valuethatcomplieswiththeStrongPasswordrequirements,or
totheautogeneratedpassword.Anyfutureimportswillnot
overwritetheinitialpassword.
IfyouhaveasmallnumberofContactsinthesystem(lessthan
100),andyouwouldliketoallowContactstologinandview
(NotiFindStandard)orupdate/modify(NotiFindProfessional
265
andEnterprise)theirindividualContactinformation,thenthe
AdministratorcanassignpasswordswithinNotiFindmanually.
266
Glossary
alternate site Asitemaintainedspecificallyforuseduringa

businessdisruptioninwhichtheprimaryfacilitiesare
inaccessible,inordertocontinuemissioncriticalactivities.Also
backupsite.
applicationAnycomputerprogramthatrequiresadvanced
userinterventiontoinstallandsetup.
assetAnitemofmonetaryvaluethatyourcompanyowns,
usuallysomethingthatcangeneratecashflow,suchasinventory
orrealestate.
backup siteSeealternatesite.
book style publishing Whenselected,LDRPSwillprintjust
onecopyofeachdocumentandreportintheselectedtableof
contents,witheachreportcontainingtheinformationfromall
plansyouveselectedtopublish.Reportsshowgrandtotals
acrossallplanswithsubtotalsforindividualplans.
business continuity coordinator Amemberofthebusiness
continuitymanagementteamwhoisassignedtheoverall
responsibilityforcoordinationofthebusinesscontinuity
program,ensuringteammembertraining,testing,and
maintenanceofrecoveryplans.
business continuity plan (BCP)Acollectionofprocedures
andinformationwhichisdeveloped,compiledandmaintained
inreadinessforuseintheeventofanemergencyordisaster.
business continuity planning (BCP)Theadvanceplanning
andpreparationswhicharenecessarytoidentifytheimpactof
potentiallosses,formulateandimplementrecoverystrategies,
developrecoveryplanstoensurecontinuityofservicesinthe
267
eventofadisruption,andadministeracomprehensivetraining,
testingandmaintenanceprogram.
business continuity program (BCP)Anongoingprocess
supportedbyseniormanagementandfundedtoensurethatthe
necessarystepsaretakentoidentifytheimpactofpotential
losses,maintainviablerecoverystrategiesandrecoveryplans,
andensurecontinuityservicesthroughpersonneltraining,plan
testingandmaintenance.
business impact analysis (BIA) Anassessmentofan
organizationsvulnerabilitytobusinessinterruption.TheBIA
measurestheeffectofresourcelossandescalatinglossesover
time,inordertoprovideseniormanagementwithreliabledata
uponwhichtobasedecisionsonriskmitigationandcontinuity
planning.
business interruption Anyevent,whetheranticipatedor
not,thatdisruptsanorganizationsnormalbusinessactivities.
business processesSeeprocesses.
critical functionProcessordatawhoseinterruptionor
unavailabilityforseveralbusinessdayswouldsignificantly
jeopardizetheorganizationsoperations.
Crystal ReportsAflexiblereportingtoolproducedby
BusinessObjects,usedtoeditLDRPSreports.
customer org Anindividualorcompanytowhomyou
providegoodsorservices.
customer rep Acontactwithinacustomerorganization.
dependency Thedirectorindirectrelianceofoneprocess,
application,orpieceofhardwareuponanother.
disasterAsudden,unplannedcalamitouseventwhichcauses
lossandhardshiptoallorpartofanorganizationandthereby
significantlyimpactsitsabilitytodeliveressentialservicesfor
someperiodoftime.
emergencyAnactualorimpendingsituationthatmaycause
injury,lossoflife,destructionofproperty,orthatmayinterfere
268
Glossary
withnormalbusinessoperationstosuchanextentthatitposes
thethreatofdisaster.
employeeAnyonewhoperformsworkforyourorganization,
usuallyanyonewhoreceivesapaycheckfortheirtimeand
effort.Employeescanbefulltimeorparttime,permanentor
contract,andcanreceiveasalaryorhourlypay.Seealsovendors.
equipment Itemsusedinbusinessoperations,forexample,
forklifts,packagingmachines,orprinters.
exposure Vulnerabilitytorisk.
financial impact Anoperatingexpensethatcontinues
followinganinterruptionordisaster,whichasaresultofthe
eventcannotbeoffsetbyincomeanddirectlyaffectsthe
financialpositionoftheorganization.
flat style publishing Whenselected,eachplanisprinted
sequentially,andreportscontainonlytheinformationinthe
individualplan.Planspecificappendicesappearwiththe
appropriateplan.
hardwareAnyelectronicequipmentthatmakesupa
computersystem.InLDRPS,thetermhardwaredoesnot
applytocomputersystemsthatcanbepurchasedatalocal
computerstore,butrathertoequipmentthatrequiresagreater
amountofefforttosetup,suchasaserver.
high-risk area Locationsparticularlyatrisktofloods,
earthquakes,tornadoes,andothernaturaldisasters.
hotsite Adatacenterfacilitywithsufficienthardware,
communicationsinterfaces,andenvironmentallycontrolled
spacecapableofprovidingnearimmediatebackupdata
processingsupport.
human threat Possibleoperationalorfinancialdisruption
resultingfromintentionalhumanactions,suchasvandalism,
terrorism,sabotage,etc.
information security Thesecuringorsafeguardingofall
sensitiveinformationownedbyanorganization.
269

LDRPSComprehensivebusinesscontinuityplanning
software,createdbyStrohlSystems.
locationsPhysicalareaswhereyouconductbusiness,or
whereyoucouldconductbusinessinadisruption.
lossAnynegativeconsequenceofabusinessdisruption.
natural threat Eventsinnaturethatcouldpotentiallyimpact
anorganization,suchasfloodsorearthquakes.
navigator Aseriesofpredefinedstepsthatguideyou
throughbuildingaspecifictypeofplanorperforminganother
LDRPStask.
off-site locationAstoragefacilityatasafedistancefromthe
primaryfacilitywhichisusedforhousingrecoverysupplies,
equipment,vitalrecords,etc.
operational impact Animpactnotquantifiableinfinancial
terms,butwhichmaybeamongthemostseverelyaffectedbya
disruption.
operational risk Theriskthatflawsininformationsystems
orinternalcontrolswillproduceanunexpectedlosscausedby
humanerror,systemfailure,etc.
organizationWhenreferringtorecovery,organizationrefers
toanycompany,businessunit,ordepartmentforwhichyouare
creatingaplan.
outageTheinterruptionofautomatedprocessingsystems,
supportservicesoressentialbusinessoperationswhichmay
resultinthecompanysinabilitytoprovideserviceforsome
periodoftime.
planSeebusinesscontinuityplan(BCP).
plan folder Astorageunitwithinaplanstructurelevelused
toorganizeplans.
plan structure Ahierarchygeographical,organizational,or
boththatdefineshowyouwantyouLDRPSplanstobe
organized.
270
Glossary
preventative measure Anysteptakentolessenthe
likelihoodthatyouroperationscouldbeaffectedbybusiness
disruptions.
prevention Theprocessofplanningforand/orimplementing
controlstopreventincidentsandmanagerisksbydecreasingthe
potentialforincidentsortheaffectsthereofwhichmaythreaten
theassetsoftheorganization.
process Anessentialfunctionofabusiness.Generally,
businessrecoveryconsistsoftherecoveryofprocesses.Also
businessprocesses.
recovery Theprocessofplanningforandimplementing
recoveryoflesstimesensitivebusinessoperationsandprocesses
aftercriticalbusinessfunctionshaveresumed.
recovery timeframe objective (RTO)thetimebywhich
missioncriticalactivitiesandmustberecovered.
resource Materialsuchasequipment,forms,andsupplies,in
houseorstoredatanoffsitelocation,tobeusedinbusiness
resumptionandrecoveryoperations.
response Thereactiontoanincidentoremergencyinorderto
assessthelevelofcontainmentandcontrolactivityrequired.
restoration Theprocessofplanningforandimplementing
fullscalebusinessoperationswhichallowtheorganizationto
returntoanormalservicelevel.
resumption Theprocessofplanningforandimplementing
therecoveryofcriticalbusinessoperationsimmediately
followinganinterruptionordisaster.
risk Thechanceofadisruption.
RTOSeeRecoverytimeframeobjective.
scenario Apredefinedsetofeventsandconditionsthat
describeabusinessinterruption,usedforthepurposeof
identifyingvulnerabilitiesofbusinessprocesses.
271

softwareAnycomputerprogramthatcanbeobtainedeasily,
suchasfromanofficesupplyorelectronicsstore,andthat
requiresonlybasicuserinterventiontoinstallandsetup.
Sometimesreferredtoasofftheshelfsoftware.
suppliesMaterialsstoredandusedastheyareneeded.
table of contents Acollectionofdocumentsandreportsthat
determinestheoutputofapublishedplan.
taskAfunctionperformedwiththepurposeoffulfillingan
objective.
team Anygroupofindividualswhoworktogethertofulfill
anobjective.
technological disaster Adisasterinvolvingautomated
systems.
telecom (telecommunications) Anysystemordeviceused
inthetransmissionofinformationbyelectricalorelectronic
means.
TOCSeetableofcontents.
vendor org Anindividualorcompanywhoprovidesgoods
orservicestoadepartmentortotheorganizationasawhole.
vendor rep Acontactwithinavendororganization.
vital record Arecordthatisessentialforpreserving,
continuingorreconstructingtheoperationsoftheorganization
andprotectingtherightsoftheorganization,itsemployees,its
customers,anditsstockholders.
workstationAnareasuchasanoffice,cubicle,ordesk,where
asinglepersoncouldperformworkfunctions.Inanoffice
environment,aworkstationwouldprobablyincludeacomputer
andphone.
272
Index
A
accesslevels 49, 62
administrator 1721
responsibilities 1721
applicationrecoverynavigator 148
applications 179
defined 179
assets 180
defined 180
attributes 181
defined 181
audithistory 119
featureconfiguration 119
B
batchdelete 116, 169175
recentjobs 174
templates 172175
viewingresults 174
businessprocessrecoverynavigator 148
C
categories 204
toc 204
chaptersinpublishedplans 209
conditionalaccess 51, 58, 64
copyingtheLDRPSdatabase 231
corecomponents 179
defined 179
crisismanagementnavigator 150
customreports 189193
customerorgs 181
defined 181
customizingLDRPS
translating 107109
D
datacategories 179
datapermissions 4753
accesslevels 49
databasecopy 231
databaserestoreutility 236
dictionaries 177184
datacategories 179182
enteringinformation 182
folderbasedview 183
importinginformation 182
displaynameeditor 9799
documentandreportmanager 185213
documentcategories 196198
creating 197
deleting 198
documents 122, 195203
adding 198199
addingtoaTOC 207
addingtotablesofcontents 210212
categories 196198
configuration 122
deleting 202203
editing 200201
planspecific 208
removingfromaTOC 212
substitution 208
viewing 201
273
E
emailnotifications 123125, 229230
disabling 124
employees 181
defined 181
equipment 180
defined 180
expiration 131
export 96, 113, 164169, 223
addedordeletedfields 96
downloadingdatatoafile 166
recentjobs 166, 169
scheduling 223
templates 167169
viewingresults 166, 169
F
failedloginattempts 126
featureconfiguration 111127, 156,
251252
audithistory 119120
batchdelete 116117
documents 122123
emailnotifications 123125
export 113115
import 112113
licensing 125
messaging 117118
NotiFind 251252
planreview 121122
plantree 120121
security 126127
featurepermissions 4547
fielddetails 8892
fieldpermissions 48
fields 87101
adding 9294
changinglayout 95
consequencesofaddingordeleting 96
deleting 94, 96
details 8892
showingchangesonreports 97
folderbasedview 183
274
folderpermissions 6085
accesslevels 62
folderbasedsecurity 78
folders
conditionalaccess 64
G
globaldefaulttableofcontents 204
globalrole 45
glossary 267272
gridcolumneditor 99101
H
hardware 179
defined 179
I
import 96, 112, 155164, 221
keyfield 158, 162
mapping 158
overview 155
recentjobs 163
scheduling 221
templates 160164
viewingresults 163
importing 182
integratedlogon 243248
K
keyfield 158, 162
L
languagepacks 107
languages 103110
applying 110
creating 107
deleting 109
languagepacks 107
Index
LDRPSterms 104
changing 104
licensing 125
locations 180
defined 180
loginattempts 126
failed 126
logistics 180
defined 180
logon 243
integrated 243
M
mainflow 137
mapping 158159
messages 215218
messaging 117
N
navigators 129, 151154, 225
applicationrecovery 148
assigningtoplans 151154
businessprocessrecovery 148
corecomponentscreens 140
creatingcustom 134
crisismanagement 150
custom 129
deleting 146
expiration 131
expiringsteps 225
mainflow 137
screenpreview 146
screens 136
siteeventmanagement 149
steps 141
StrohlSystemsstandard 148
NotiFind 249265
activity 259
integration 249265
connectionsettings 253
passwordgeneration 264
reports 259
synchronization 258
launching 258
P
pagenumbersinpublishedplans 209
planfolders 2832
deleting 31
moving 30
removingplans 38
viewingplansin 38
planlevels 2428
planpermissions 5358
planreview 121
configuration 121
planstructures 2340
folders 2832
levels 2428
plantree 120
levels 120
plans 32, 3840, 5358, 209, 212
accessto 5358
assigningatableofcontents 212
assigningnavigators 151154
assigningtablesofcontentsto 212
chapters 209
copying 3537
creating 3235
deleting 37
pagenumbers 209
removingfromfolders 38
processes 179
defined 179
R
recentjobs 163, 166, 169, 174
batchdelete 174
export 166, 169
import 163
reportcategories 187189
creating 188
reports 97, 186195, 231
275
addingfieldsto 191
addingtoaTOC 207
addingtotablesofcontents 210212
categories 187189
changingcategories 192
creating 190
custom 189193
databasecopy 231
deleting 193
editing 191
hostedcustomers 231
NotiFind 259
printing 193195
removingfromaTOC 212
showingfieldsizechanges 97
viewing 193195
resources 180
defined 180
restartnumbering 211
roles 4468
accesslevels 49, 62
conflicts 73
creating 6668
fieldpermissions 48
globalrole 45
planspermissions 5358
summary 66
deletingfields 94, 96
displaynames 9799
fielddetails 8892
gridcolumneditor 99, 101
layout 95
showingchangesonreports 97
screens
deletingfields 96
security 4185, 96, 126
accesslevels 49, 62
fieldpermissions 48
folderbased 78
globalrole 45
overview 42
planpermissions 5358
roles 4468
useraccounts 6878
siteeventmanagementnavigator 149
software 180
defined 180
subtasks 180
supplies 180
defined 180
synchronization 251
tablesofcontents 203213
addingdocuments 207
addingdocumentsandreports
210212
addingreports 207
assigningtoplans 212
categories 204
creating 205
deleting 205
chapters 209
creating 205212
deleting 213
scheduler 219228
creatingschedules 219
export 223224
import 221223
navigators 225228
schedules 219
creating 219
screeneditor 87101
addingfields 9294
consequencesofchangingscreens 96
276
Index
deletingdocumentsandreports 212
documentsubstitution 208
globaldefault 204
movingdocumentsandreports 212
pagenumbers 209
removingdocumentsandreports 212
restartnumbering 211
tasks 180
defined 180
subtasks 180
teams 180
defined 180
positions 180
telecom 181
defined 181
templates 160164, 167169, 172175
creating 161, 168, 173
deleting 163, 168, 174
terms 104
changing 104
TOC
seetablesofcontents 203
translatingLDRPS 107110
translations
creatingalanguage 107
W
workstations 181
defined 181
U
updates 11
useraccounts 6878
assigningroles 72
deleting 77
featureaccess 75
planaccess 74, 76
V
vendororgs 181
defined 181
viewingreports 193195
vitalrecords 181
defined 181
277
278

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LDRPS Administrator

Copyright 2008 Strohl Systems Group, Inc. All Rights Reserved.

The Job of an LDRPS Administrator . . . . 17

Building Plan Structures . . . . . . . . . . . . . 23

LDRPS Administrator Guide

Setting LDRPS Security . . . . . . . . . . . . . . 41

Customizing LDRPS Screens . . . . . . . . . . 87

Customizing LDRPS Languages . . . . . . . 103

Setting Feature Configuration . . . . . . . . 111

LDRPS Administrator Guide

Navigator Setup . . . . . . . . . . . . . . . . . . . 129

Importing and Exporting Information . 155

LDRPS Dictionaries . . . . . . . . . . . . . . . . 177

Document and Report Manager . . . . . . 185

Sending a System Message . . . . . . . . . . 215

LDRPS Administrator Guide

LDRPS Scheduler . . . . . . . . . . . . . . . . . . 219

Email notification . . . . . . . . . . . . . . . . . . 229

Database Copy for Reporting . . . . . . . . 231

Integrated Logon . . . . . . . . . . . . . . . . . . 243

NotiFind Integration . . . . . . . . . . . . . . . 249

LaunchingtheSynchronization ................ 259

LDRPS Administrator Guide

Chapter 3: Setting LDRPS Security

Chapter 5: Customizing LDRPS Languages

Chapter 6: Setting Feature Configuration

Chapter 9: LDRPS Dictionaries

LDRPS Administrator Guide

October 11, 2007

Chapter 14: Database Copy for Reporting

August 20, 2007

Appendix B: NotiFind Integration

July 20, 2007

Chapter 2: Building Plan Structures

Chapter 3: Setting LDRPS Security

Chapter 4: Customizing LDRPS Screens

Chapter 10: Document and Report Manager

LDRPS product description

Using this book

LDRPS Administrator Guide

Using the Index

LDRPS User Guide

Crystal Reports Help

Products, Services, and Technical Support

LDRPS Administrator Guide

The Job of an LDRPS

Overview: LDRPS Administration

Setting planning standards and goals

Controlling access to plans and plan data

Sharing plan information

Monitoring planning progress

Maintaining the LDRPS database

Overview: LDRPS Administration

LDRPS Administrator Guide

Setting planning standards and goals

Defining your plan structure

The Job of an LDRPS Administrator

Building tables of contents

Creating custom reports

Controlling access to plans and plan data

LDRPS Administrator Guide

Sharing plan information

Monitoring planning progress