l drps user guide
TRANSCRIPT
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LDRPS User Guide
Version 10.3
Last updated:Wednesday, March 26, 2008 9:52 am
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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 usedor copied in accordance with terms of such license. Companies, names, and data used in examplesherein are fictitious unless otherwise noted.
Except as permitted by such license, no part of this book may be reproduced, stored in a retrievalsystem, 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 Systemslogo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS Multi-Level PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, the BIAProfessional logo, PLANet, and the PLANet logo are trademarks of Strohl Systems Group, Inc.LDRPS, LDRPS On‐Demand, and PLANet covered by U.S. Patent No. 6,754,674.
Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reportsand Crystal Reports Professional are trademarks of Business Objects. All other brand or productnames are trademarks or registered trademarks of their respective holders.
Strohl Systems Group, Inc., 631 Park Avenue, King of Prussia, PA 19406, USA
Printed in the USA.
Reference Number: A02-10-31
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Update Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using this
book .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13Special symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using the Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Using the Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Other documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
The LDRPS Installation Guide . . . . . . . . . . . . . . . . . . 14
The LDRPS Administrator Guide. . . . . . . . . . . . . . . . 15
Crystal Reports online Help . . . . . . . . . . . . . . . . . . . . 15
Getting further assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chapter 1. Getting started . . . . . . . . . . . . . . . . . . . . . 17
Starting LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Logging on to LDRPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Variations in the LDRPS interface . . . . . . . . . . . . . . . . . . . . 20
The LDRPS home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
LDRPS screen layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
The navigation pane . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
LDRPS records datasheet. . . . . . . . . . . . . . . . . . . . . . . 24
Record detail panes. . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
LDRPS toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
The LDRPS main toolbar . . . . . . . . . . . . . . . . . . . . . . . 26
The LDRPS details toolbar. . . . . . . . . . . . . . . . . . . . . . 27
The search and filter toolbar . . . . . . . . . . . . . . . . . . . . 28
The browse toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using LDRPS Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Accessing LDRPS Help . . . . . . . . . . . . . . . . . . . . . . . . 30
Table of contents
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Finding
information
in
LDRPS
Help
.
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30Logging off of LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Chapter 2. Working with records. . . . . . . . . . . . . . . . 33Locating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Sorting records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Browsing for a record . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Searching for a record. . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using view filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Understanding LDRPS field types. . . . . . . . . . . . . . . . . . . . 39
Required versus non‐required fields . . . . . . . . . . . . . 39
Text boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Checkboxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Picklists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Browse (Pick from table) fields . . . . . . . . . . . . . . . . . . 41
Date fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Radio buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Memo fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Add Image buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Adding a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Editing a record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Deleting a record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Making a copy of a record. . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Verifying spelling in a record . . . . . . . . . . . . . . . . . . . . . . . . 46
Assigning items to and unassigning items from a record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Understanding related records. . . . . . . . . . . . . . . . . . . . . . . 49
Related Records examples . . . . . . . . . . . . . . . . . . . . . . 49
Example 1: Outsourcing a business process. . . . . 50
Example 2: Upgrading equipment. . . . . . . . . . . . . 50
Example 3: Refining employee attributes. . . . . . . 50
Accessing the Related Records window . . . . . . . . . . . . . . . 51
Related Records window layout . . . . . . . . . . . . . . . . . . . . . 51
Base record details pane. . . . . . . . . . . . . . . . . . . . . . . . 52
Related Records navigation pane . . . . . . . . . . . . . . . . 53
Related Records datasheet. . . . . . . . . . . . . . . . . . . . . . 53
Related Records details pane. . . . . . . . . . . . . . . . . . . . 53
The Related Records toolbars . . . . . . . . . . . . . . . . . . . . . . . . 53
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The
base
record
details
toolbar
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54The Related Records details toolbar . . . . . . . . . . . 55
Using Related Records to resolve record relationships . . 55
Chapter 3. Using a Navigator. . . . . . . . . . . . . . . . . . . 59The LDRPS Navigators home page . . . . . . . . . . . . . . . . . . . 59
The LDRPS Navigator toolbar . . . . . . . . . . . . . . . . . . . . . . . 60
Screens in an LDRPS Navigator . . . . . . . . . . . . . . . . . . . . . . 61
Navigator screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
LDRPS entry screen layout . . . . . . . . . . . . . . . . . . . . . 62
The Navigator instructions pane . . . . . . . . . . . . . . 63
Opening the Navigator to use. . . . . . . . . . . . . . . . . . . . . . . . 64
Moving to another screen . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Using the Close button . . . . . . . . . . . . . . . . . . . . . . 66
Using the history bar . . . . . . . . . . . . . . . . . . . . . . . . 67
Using the Navigator Snapshot . . . . . . . . . . . . . . . . 67
Marking the status of tasks . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Viewing your progress. . . . . . . . . . . . . . . . . . . . . . . . . 69
Chapter 4. Defining core components. . . . . . . . . . . . 71Understanding core components . . . . . . . . . . . . . . . . . . . . . 72
Understanding dependencies . . . . . . . . . . . . . . . . . . . 72
Adding an application to the dictionary. . . . . . . . . . . . . . . 73
Modifying application dependencies . . . . . . . . . . . . . . . . . 75
Viewing application dependencies . . . . . . . . . . . . . . . . . . . 76
Editing or deleting an application from the dictionary . . 77
Adding a hardware item to the dictionary . . . . . . . . . . . . . 78
Modifying hardware dependencies. . . . . . . . . . . . . . . . . . . 80
Viewing hardware dependencies. . . . . . . . . . . . . . . . . . . . . 81
Editing or deleting a hardware item from the dictionary. 83
Adding a process to the dictionary . . . . . . . . . . . . . . . . . . . 84
Modifying process dependencies. . . . . . . . . . . . . . . . . . . . . 85
Viewing process dependencies. . . . . . . . . . . . . . . . . . . . . . . 86
Editing or deleting a business process from the dictionary . 88
Adding
an
employee
to
the
dictionary
.
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89
Chapter 5. Defining people . . . . . . . . . . . . . . . . . . . . 89
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Editing
or
deleting
an
employee
from
the
dictionary.
.
.
.
91Adding an attribute to the dictionary . . . . . . . . . . . . . . . . . 92
Editing or deleting an attribute in the dictionary . . . . . . . 94
Assign attributes to an employee. . . . . . . . . . . . . . . . . . . . . 95
Adding a customer organization to the dictionary . . . . . . 96
Adding a representative to a customer organization . . . . 98
Editing or deleting a customer representative . . . . . . . . . . 99
Editing or deleting a customer organization
from the dictionary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Adding a vendor organization to the dictionary. . . . . . . 102
Adding a representative to a vendor organization . . . . . 103
Editing or deleting a vendor representative. . . . . . . . . . . 105
Editing or
deleting
a vendor
organization
from the dictionary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Adding a location to the dictionary . . . . . . . . . . . . . . . . . . 109
Chapter 6. Setting up logistics. . . . . . . . . . . . . . . . . 109Editing or deleting a location from the dictionary. . . . . . 111
Assigning resources to a location. . . . . . . . . . . . . . . . . . . . 112
Adding a team to the dictionary. . . . . . . . . . . . . . . . . . . . . 114
Adding a position to a team in the dictionary . . . . . . . . . 116
Editing or deleting a position on a team
in the dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Editing or deleting a team from the dictionary . . . . . . . . 118
Adding a task to the dictionary . . . . . . . . . . . . . . . . . . . . . 119Adding a subtask to a task in the dictionary . . . . . . . . . . 121
Editing or deleting a subtask from a task
in the dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Editing or deleting a task from the dictionary . . . . . . . . . 123
Chapter 7. Setting up resources . . . . . . . . . . . . . . . 125Adding an asset to the dictionary . . . . . . . . . . . . . . . . . . . 126
Editing or deleting an asset from the dictionary . . . . . . . 127
Adding a piece of equipment to the dictionary . . . . . . . . 128
Editing or deleting a piece of equipment
from the
dictionary.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
129Adding software to the dictionary. . . . . . . . . . . . . . . . . . . 130
Editing or deleting software from the dictionary . . . . . . 132
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Adding
supplies
to
the
dictionary .
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133Editing or deleting supplies from the dictionary. . . . . . . 134
Adding a telecom item to the dictionary. . . . . . . . . . . . . . 135
Editing or deleting a telecom item
from the dictionary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Assigning resources to a telecom item . . . . . . . . . . . . . . . 137
Adding a vital record to the dictionary. . . . . . . . . . . . . . . 139
Editing or deleting a vital record from the dictionary . . 141
Adding a workstation to the dictionary . . . . . . . . . . . . . . 142
Assigning resources to a workstation . . . . . . . . . . . . . . . . 143
Editing or deleting a workstation from the dictionary . . 145
Chapter 8. Building plans. . . . . . . . . . . . . . . . . . . . . 147Opening a plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Defining plan details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Defining the plan’s purpose and objectives . . . . . . 149
Defining the plan’s scope and assumptions . . . . . . 151
Defining the plan’s execution strategies . . . . . . . . . 152
Defining the plan’s activation criteria
and procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Defining the plan’s maintenance schedule . . . . . . . 156
Defining the plan’s testing schedule . . . . . . . . . . . . 157
Working with plan accountabilities. . . . . . . . . . . . . . . . . . 159
Assigning or unassigning a person to
a plan accountability. . . . . . . . . . . . . . . . . . . . . . . . . . 159Understanding plan assignments. . . . . . . . . . . . . . . 161
Assignment‐specific fields. . . . . . . . . . . . . . . . . . . . . 161
Assigning core components to a plan . . . . . . . . . . . . . . . . 162
Assigning an application to a plan. . . . . . . . . . . . . . 163
Assigning hardware to a plan. . . . . . . . . . . . . . . . . . 164
Assigning a process to a plan . . . . . . . . . . . . . . . . . . 166
Assigning people to a plan . . . . . . . . . . . . . . . . . . . . . . . . . 168
Assigning an employee to a plan . . . . . . . . . . . . . . . 168
Assigning a vendor organization to a plan. . . . . . . 171
Assigning a customer organization to a plan . . . . . 173
Assigning resources to a plan. . . . . . . . . . . . . . . . . . . . . . . 176
Assigning assets to a plan . . . . . . . . . . . . . . . . . . . . . 176
Assigning documents to a plan. . . . . . . . . . . . . . . . . 178
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Assigning
equipment
to
a
plan.
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181Assigning software to a plan. . . . . . . . . . . . . . . . . . . 183
Assigning supplies to a plan . . . . . . . . . . . . . . . . . . . 186
Assigning telecom to a plan. . . . . . . . . . . . . . . . . . . . 188
Assigning vital records to a plan . . . . . . . . . . . . . . . 191
Assigning workstations to a plan . . . . . . . . . . . . . . . 194
Assigning logistics to a plan . . . . . . . . . . . . . . . . . . . . . . . . 196
Assigning locations to a plan. . . . . . . . . . . . . . . . . . . 196
Assigning tasks to a plan . . . . . . . . . . . . . . . . . . . . . . 199
Assigning a task owner . . . . . . . . . . . . . . . . . . . . . . . 202
Assigning teams to a plan . . . . . . . . . . . . . . . . . . . . . 202
Assigning a team position to perform
a subtask.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
205Assigning people to team positions in a plan. . . . . 207
Adding a new item to a plan. . . . . . . . . . . . . . . . . . . . . . . . 211
Adding a new core component within a plan . . . . 211
Adding a new logistic within a plan . . . . . . . . . . . . 212
Adding a new person within a plan. . . . . . . . . . . . . 214
Adding a new resource within a plan . . . . . . . . . . . 215
Editing or deleting any record within a plan . . . . . . . . . . 217
Unassigning items from a plan. . . . . . . . . . . . . . . . . . . . . . 218
Printing the current plan . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Viewing a published plan . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Chapter 9. Building call lists . . . . . . . . . . . . . . . . . . 223The LDRPS Call List Builder toolbar . . . . . . . . . . . . . . . . . 223
Adding a new call list record . . . . . . . . . . . . . . . . . . . . . . . 224
Adding callers to a call list . . . . . . . . . . . . . . . . . . . . . . . . . 226
Adding a confirmation call . . . . . . . . . . . . . . . . . . . . . . . . . 228
Starting another call list from the current call list . . . . . . 230
Replacing callers in a call list . . . . . . . . . . . . . . . . . . . . . . . 231
Moving people and positions in a call list. . . . . . . . . . . . . 232
Removing people and positions from a call list. . . . . . . . 233
Editing or deleting a call list record. . . . . . . . . . . . . . . . . . 235
Viewing and printing reports . . . . . . . . . . . . . . . . . . . . . . . 237
Chapter 10. Generating reports. . . . . . . . . . . . . . . . . 237
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Chapter 11. Working with documents. . . . . . . . . . . . 241Understanding the Document dictionary. . . . . . . . . . . . . 241Understanding document conversion. . . . . . . . . . . . . . . . 242
Understanding failed conversions . . . . . . . . . . . . . . 243
Adding a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Editing a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Deleting a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Viewing a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Chapter 12. Building tables of contents . . . . . . . . . . 251Adding a table of contents. . . . . . . . . . . . . . . . . . . . . . . . . . 251
Assigning plans to a table of contents . . . . . . . . . . . . . . . . 254
Editing a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . 254Deleting a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . 255
Managing and securing printed plans. . . . . . . . . . . . . . . . 257
Chapter 13. Publishing plans . . . . . . . . . . . . . . . . . . . 257Printing a plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Viewing printed plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Chapter 14. Plan Review . . . . . . . . . . . . . . . . . . . . . . 263Submitting a plan for review or approval. . . . . . . . . . . . . 263
Before submitting plans for review . . . . . . . . . . . . . 263
Tracking submitted
plans
. . . . . . . . . . . . . . . . . . . . . . . . . .
268Viewing reviewer responses . . . . . . . . . . . . . . . . . . . 268
Updating plan review status . . . . . . . . . . . . . . . . . . . 269
Viewing archived plan reviews . . . . . . . . . . . . . . . . 270
Reviewing submitted plans. . . . . . . . . . . . . . . . . . . . . . . . . 271
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
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This page describes the updates to the LDRPS User Guide, by date.
March 26, 2008
LDRPS Version number 10.3.
The following section was updated:
Chapter 10: Generating Reports
This chapter was revised to include new instructions for filtering reports.
August 20, 2007
LDRPS Version
number
10.2.
July 20, 2007
The following sections were updated:
Chapter 8: Building Plans
This chapter was revised to describe the new Assign Task Owner feature.
Chapter 10: Generating Reports
This chapter was revised to describe new procedures for selecting multiple or all plans when viewing reports.
Update Summary
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Chapter 12: Building Tables of Contents
This chapter was revised to describe new procedures for assignment of a table of contents to a plan.
Chapter 13: Publishing Plans
This chapter was revised to describe new procedures for selecting multiple or all plans when publishing.
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Strohl Systems’ LDRPS (Living Disaster Recovery Planning System) helps you gather essential company information, and organize it into effective, dynamic plans.
Strohl Systems
provides
high
‐quality
business
continuity
planning solutions for organizations of all sizes and levels of complexity.
Using this book
The LDRPS User Guide describes how to use LDRPS to collect information about your company and build response, resumption, and recovery plans. This book presents proven planning methods that are based upon years of experience of
business continuity experts.
You can
take
the
time
to
read
this
book
from
start
to
finish,
if
you
want. But it is written in such a way that you can find the information you need without having to do so. The LDRPS User Guide is organized into a table of contents, 13 chapters, a glossary, and an index. The following information will help you navigate this book.
Special symbols
This book uses two symbols to identify special information
The pencil icon is used for tips. Tips include cross‐references, shortcuts, detailed explanations of terms, and
Preface
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14
suggestions
for
how
to
complete
a
task.
The exclamation point is for cautions. Cautions include warnings and strong suggestions.
The Enterprise symbol identifies functionality that is only available to LDRPS Enterprise customers. If you are an LDRPS Professional customer, you can ignore tasks that are marked with this symbol. For information on the additional functionality available in LDRPS Enterprise, or for information on becoming an LDRPS Enterprise customer, contact your sales representative.
Using the Glossary
The LDRPS User Guide includes a glossary of terms specific to the BCP industry and LDRPS. For clarification of any terms in this book, check the Glossary on page 273.
Using the Index
The LDRPS User Guide is thoroughly indexed to help you find the information you need. Wherever possible, synonyms and known abbreviations are also indexed. The Index begins on page 283.
Other documentation
Strohl Systems also recommends the LDRPS Installation Guide , the LDRPS Administrator Guide , and the Crystal Reports online Help.
The LDRPS Installation Guide
The LDRPS Installation Guide outlines how to install LDRPS in your environment.
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The LDRPS Administrator GuideThe LDRPS Administrator Guide explains how to perform administrative functions such as setting up security access, importing and exporting records, and creating new plans.
Crystal Reports online Help
The Crystal Reports online Help provides detailed instructions on using the Crystal Report writer that is integrated with LDRPS.
Getting further assistanceStrohl Systems provides thorough support to its customers through documentation, training, MyStrohl.com (a customer‐geared website designed to meet your company’s specific needs), Techie e‐mail alerts, and technical support available through phone, fax, or e‐mail.
Printed documentation. You can print PDF versions of the books, which you can find in the Books folder of your installation CD.
Training. Strohl Systems offers free and unlimited training for all our product users at our corporate headquarters in King of
Prussia, PA,
and
at
our
European
training
facility
in
London,
England. We also have a full range of online training options. To sign up for any of these courses, visit MyStrohl.com.
MyStrohl.com. This site was created for you, the customer. MyStrohl.com gives you access to the support knowledge base and the latest news in business continuity planning. Use MyStrohl.com to sign up for training classes, submit requests for enhancements, or download product updates.
Techie e‐mail alerts. To be informed whenever Strohl Systems releases new or updated products, sign up for the Techie e‐mail alerts. These automatic alerts also distribute whenever a patch
becomes available.
See
MyStrohl.com
for
more
information.
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Technical
support.
We
realize
that
sometimes
answers
to
your
specific questions can’t be addressed in the above methods. Sometimes your situation is a little more complex and requires a one‐on‐one approach. Or sometimes you would just rather speak to a real person. For those reasons, Strohl Systems is proud to provide technical support to all its customers. Assistance is available 24 hours a day through phone, fax, or e‐mail.
USA: (800) 4‐STROHL
International: +1 610 878 2644
Fax: +1 610 768 4135
E‐mail: [email protected]
System requirements
Because system requirements can change frequently, please find the latest system requirements at http://www.mystrohl.com.
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1This chapter describes how to start using LDRPS, including how to log on and how to navigate LDRPS.
Starting LDRPS
Start LDRPS, then log on using the task on page 18.
To start LDRPS:
1. Open Microsoft Internet Explorer.
Task Page
Starting LDRPS 17
Logging on to LDRPS 18
Variations in the LDRPS interface 20
The LDRPS home page 20
LDRPS screen layout 21
LDRPS toolbars 25
Using LDRPS Help 29
Logging off of LDRPS 31
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2. Enter
your
LDRPS
server
address,
which
should
be
something like http://servername/strohlsystems.ldrps.web/LDRPS.htm.
When you start LDRPS for the first time, an Internet Explorer message may appear below the task bar. This is because LDRPS launches in a window separate from the browser. To continue to the LDRPS Logon screen and to prevent this message from appearing again, right‐click on the message and choose “Always allow popups from this site.”
If your browser continues to block LDRPS from
launching, check
for
any
third
‐party
popup
blocker
that may be enabled on your machine.
Logging on to LDRPS
Log on to LDRPS using your user name and password.
If you do not have a user ID or password, or if you have forgotten them, contact your LDRPS Administrator.
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Figure 1.1. Logon screen
To log on to LDRPS:
1. Enter the user name that your LDRPS Administrator
assigned
to
you.2. Enter your password and click the Log On button.
This may be a default password that your LDRPS Administrator assigned to you.
3. If your user name and password are valid, the LDRPS home page opens.
Or if your user name is valid but you receive a message asking you to change your password:
Enter a new password.
Re‐type
the
new
password
and
click
the
OK
button.
The LDRPS home page opens.
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Or
if
your
user
name
and
password
are
not
valid,
you
will
receive a logon error.
If you do not interact with LDRPS for 20 minutes or more, you will be logged off automatically. To continue using LDRPS, you must log on again.
Variations in the LDRPS interface
What you see in the LDRPS interface depends on the LDRPS features, functions, and data that your LDRPS Administrator has set for you.
If you can not access a button, screen, or certain data that you know you should have rights to, contact your LDRPS Administrator.
The LDRPS home page
The LDRPS home page is the first screen you see when you log on to LDRPS.
If your LDRPS Administrator has given you access to a plan through a Navigator, your home page is different.
See
Chapter
3,
“Using
a
Navigator.”
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Figure 1.2. LDRPS home page
LDRPS screen layout
Most LDRPS screens consist of the following areas:
navigation pane
records datasheet
details pane
If your LDRPS Administrator has given you access to a plan through a Navigator, your screen also contains a Help pane. See Chapter 3, “Using a Navigator.”
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Figure 1.3. Processes screen
The navigation pane
Use the navigation pane to access screens and functionality in LDRPS.
navigationpane
detailspane
recordsdatasheet
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Figure 1.4. LDRPS Dictionaries navigation pane
To navigate the tree:
Click the (+) sign to expand an item in the tree.
Click the (‐) sign to collapse an item in the tree.
Scroll up and down in the navigation pane using the scroll bar to the right of the frame.
Scroll across the navigation pane using the scroll bar at the bottom of frame.
To view an item’s full label without scrolling across the tree, hover over the item until a tooltip appears.
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Click
an
item
in
the
tree
to
show
details
of
the
item
in
the
right pane.
Clicking on an item in the navigation pane displays a record or list of records in the right pane. You can not click on all tree items; some items can only be expanded and collapsed.
LDRPS records datasheet
The records datasheet shows a listing of records for the current selection. This list reflects the highlighted node in the tree and any search or filter criteria you have specified.
Some datasheets can be expanded to show a sub‐datasheet of related items, such as in the Teams screen. The example in Figure 1.5 shows the “Recovery Team” expanded to display a list of positions on the team.
Highlight a record in the datasheet or in a sub‐datasheet to see more information about it in the details pane.
You can sort the datasheet alphanumerically by column. For details, see S̋orting recordsʺ on page 34.
Figure 1.5. example of records datasheet and sub-datasheet
Record detail panes
Detail panes show specific information about the record highlighted in the records datasheet.
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All
detail
panes
have
Created
on/By
and
Last
Updated
on/By
fields.
The Created on and By fields show when the record was created and by what user account. The Last Updated on and By fields shows the last time that the record was modified, and what user account made those changes.
Figure 1.6. Equipment Details pane
LDRPS toolbars
LDRPS uses the following toolbars:
main toolbar
If your LDRPS Administrator has given you access to LDRPS through a Navigator, the main toolbar is not available. See Chapter 3, “Using a Navigator.”
details toolbar
search and filter toolbar
browse toolbar
The Related Records and Call List Builder windows have toolbars that are specific to the functionality on those screens. For more information see T̋he Related Records toolbarsʺ on page 53 and T̋he LDRPS Call List Builder
toolbarʺ on page 223.
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Figure 1.7. Processes screen
The LDRPS main toolbar
The LDRPS main toolbar is the entry point into all 5 areas of LDRPS: Dictionaries , Build Plans , Document and Report Manager , Administration , and Publish. The LDRPS main toolbar is always visible within LDRPS.
browsetoolbar
search andfilter toolbar
maintoolbar
detailstoolbar
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Figure 1.8. LDRPS main toolbar
If you do not have security rights to an area of LDRPS, you will not be able to see the button that accesses that area. For example, if your administrator has not granted you access to the LDRPS Administration area, you will not see the Administration button in the main toolbar.
The LDRPS details toolbar
For information on using the LDRPS details toolbar to work with records, see Chapter 2, “Working with records.”
button description
Dictionaries Launches the LDRPS Dictionaries homepage.
Build Plans Launches the LDRPS Plans home page.
Document andReport Manager
Launches the LDRPS Document andReport Manager home page.
Administration Launches the LDRPS Administration home page.
Publish
Launches the LDRPS Publish home
page.
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Figure 1.9. enlarged details toolbar
The search and filter toolbar
Use the search and filter toolbar to locate records that meet specific criteria. You can create filters to save search criteria that
button description
New creates a new record
Delete deletes the current record
Duplicate creates a copy of the current record
Related Records shows records that have relationships withthe current record
Cancel cancels any changes you have made to thecurrent record since the last save
Save saves changes to the current record
Spell Check verifies the spelling of text in the currentrecord
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you
use
frequently.
For
information
on
searching
for
records
and
saving filtered views, see L̋ocating recordsʺ on page 33.
Figure 1.10. search and filter toolbar
The browse toolbar
Use the browse toolbar to scan through a list of LDRPS records. To learn how to find records using the browse toolbar, see ʺBrowsing for a recordʺ on page 34.
Figure 1.11. LDRPS browser toolbar
Using LDRPS Help
LDRPS Help is organized into logical topics that let you find
information quickly.
It
is
completely
indexed
and
searchable.
LDRPS Help also has a full glossary; individual term definitions
button description
performs the search
clears the current criteria
opens the advanced search and filter window
data field namesearch andfilter buttons
record slider bar record X out of Ytotal records
first
record
previous page
of 20 records
next
record
next page of
20 records
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can
be
accessed
within
each
Help
topic,
so
you
never
lose
your
place.
Accessing LDRPS Help
LDRPS Help can be accessed from any main screen in LDRPS.
You cannot access LDRPS Help from within LDRPS secondary (popup) windows.
To access LDRPS Help :
Click the Help button below the main LDRPS toolbar.
LDRPS Help opens.
Finding information in LDRPS Help
You can find information in LDRPS Help by browsing the table of contents, or by searching for a term using the index or advanced search options.
To find information in LDRPS Help :
1. Browse for a topic in the table of contents.
On the
Contents
tab,
click
a book
( )
to
expand
a
group of topics.
Click a specific topic to see detailed procedures in the right pane.
2. Search for a topic using the index:
On the Index tab, index terms display in alphabetical order.
Scroll to find the relevant term.
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3. Use
the
advanced
search
to
find
any
word
that
appears
in
Help’s content:
On the Search tab, click the first letter of the word.
Scroll to find the relevant term.
Logging off of LDRPS
When you finish working in LDRPS, log off.
If you do not interact with LDRPS for 20 minutes or more, you will be logged off automatically. To continue
using
LDRPS,
you
must
log
on
again.
To log off of LDRPS:
Click the Logoff button below the main toolbar.
LDRPS logs off your user account and returns to the Logon screen. Close the window or log on again.
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2This chapter describes how to work with LDRPS records. For instructions on creating specific kinds records, consult the rest of this book.
Locating records
To find a record in LDRPS, you can sort the datasheet, browse records, search for a record, and create and use view filters.
Task Page Locating records 33
Understanding LDRPS field types 39
Adding a record 44
Editing a record 45
Deleting a record 45
Making a copy of a record 46
Verifying spelling in a record 46
Assigning items to and unassigning items from arecord
48
Understanding related records 49
Accessing the Related Records window 51
Related Records window layout 51
The Related Records toolbars 53
Using Related Records to resolve record relationships 55
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Sorting recordsYou can reorder the records in a datasheet so that a specific column appears in alphanumeric order.
To sort records in the datasheet:
1. Click a column header to sort the datasheet alphanumerically ascending (0 to 9, then A to Z) by that column.
2. Click the same column again to sort the datasheet alphanumerically descending (Z to A, then 9 to 0) by that column.
Browsing for a record
Use the browse toolbar to scan through all records in a datasheet.
Figure 2.1. browse toolbar
To browse for a record in the datasheet:
1. Click the Previous Page button to go to the previous 20 records in the datasheet.
2. Click the Previous Record button to go to the previous
record in
the
datasheet.
3. Click the Next Record button to go to the next record in
record slider bar record X out of Ytotal records
previouspage ofrecords
previousrecord
nextrecord
nextpage ofrecords
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the
datasheet.
4. Click the Next Page button to go to the next 20 records in the datasheet.
5. Drag the slider bar to browse to a specific record in the datasheet.
Searching for a record
Use the search toolbar to find a record that meets specific criteria.
Figure 2.2. search and filter toolbar
To search for a record matching a single search criteria:
1. Enter the value to match.
Use a percent sign (%) to perform wildcard searches. For example, to search for equipment with model numbers from EQ1200 to EQ1209, type EQ12%%.
2. Choose the field to match on.
Not all fields are searchable. LDRPS usually allows you to search only on fields that appear as column headings in the records datasheet (page 24.)
3. Click the Perform search button.
Records meeting your search criteria appear in the datasheet.
4. Click the Clear search criteria button to view the complete
list of records again.
value to match field name
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To search for a record using advanced search criteria:
1. Click the Open the Advanced Search Window button.
2. On the Search tab, create a condition statement:
In the first field, choose the field to search in.
In the second field, choose the operator to use for the
search:
In the third field, enter the value to search for.
Or to see a list of all possible values for the field:
— Click the Browse link next to the data field.
A list of possible values appears at the bottom pane of the Search screen.
— Click the value to use.
3. To create an additional condition statement for the search:
Click the Add another condition statement button.
Choose whether the record(s) you are searching for should meet all or can meet any of the conditions.
Operator Description= Equal to - Finds all records that exactly
match what you enter in the selected field. Not equal to - Finds all records that does not
contain exactly what you enter in theselected field.
Contains Finds records with the string you entersomewhere within the field.
Does NotContain
Finds records that do not include the stringyou enter somewhere within the field.
Starts With Finds all records that have information in thefield beginning with what you enter.
Ends With Finds all records that have information in thefield ending with what you enter.
Is Null Finds all records in which the selected field isempty.
Is Not Null Finds all records that have any value entered
in the selected field.
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Create
another
condition
using
step
2.
4. To clear a condition statement, click the Delete condition statement button ( ) next to the condition to clear.
Or to clear all condition statements for this search, click the Clear link to the right of the conditions area.
Using view filters
Filters are advanced searches that you can save to use again later. They can also be accessed in related product areas, such as Reports. For example, if you create a filter for the Employees
screen,
you
will
be
able
to
access
it
and
apply
it
to
the
Employees
by Work Location report.
You can also share filters with other LDRPS users who have access to the screens and reports the filter applies to.
To create a view filter:
1. Click the Open the Advanced Search Window button.
2. Click the Filters tab.
3. Create the filter:
Click
the
New
Filter radio
button.
Enter a name and description for the filter.
Check the Private box if you do not want any other LDRPS users to have access to this filter.
4. Create a condition statement:
In the first field, choose the field to filter on.
In the second field, choose the operator to use for the filter.
In the third field, enter the value to filter.
Or to
see
a list
of
all
possible
values
for
the
field:
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—
Click
the
Browse
link
next
to
the
data
field.
A list of possible values appears at the bottom of the Filter screen.
— Click the value to use.
5. To create an additional condition statement for the filter:
Click the Add another condition statement button.
Choose whether the record(s) you are filtering should meet all or can meet any of the conditions.
Create another condition using step 4.
6. To clear a condition statement, click the Delete condition statement button ( ) next to the condition to clear.
Or to clear all condition statements for this filter, click the Clear link to the right of the conditions area.
7. Click the Save button.
8. Click the Run Filter button.
Records meeting your filter criteria appear in the
datasheet. Click the Clear search criteria button to
view the
complete
list
of
records
again.
To apply an existing filter:
1. Click the Open the Advanced Search Window button.
2. Click the Filters tab.
3. Click the Saved Filters radio button.
4. Open the Filter Name picklist and choose the filter to run.
5. Click the Run Filter button.
Records meeting the filter criteria appear in the
datasheet. Click the Clear search criteria button to
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view
the
complete
list
of
records
again.To edit or delete an existing filter:
1. Click the Open the Advanced Search Window button.
2. Click the Filters tab.
3. Click the Saved Filters radio button.
4. Click the Filter Name picklist and choose the filter to edit or delete.
5. To edit the filter:
Make your changes to the filter.
Click the Save button.
6. To delete the filter, click the Delete button.
Understanding LDRPS field types
This section explains the types of fields and buttons that appear in LDRPS records: text boxes, checkboxes, picklists, browse fields, date fields, radio buttons, memo fields, and Add Image
buttons.
Required versus non-required fields
LDRPS denotes required fields with a red asterisk (*). A red asterisk next to a field indicates that you must complete that field in order to save the record.
In the example in Figure 2.3, Employee ID , First Name , and Last Name are all required fields.
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Figure 2.3. Employee Details tab of the Employees screen
If you attempt to save a record without first completing all the required fields, LDRPS displays a message at the top of the screen and indicates which field needs to be completed. (See Figure 2.3.) Hover over the indicator next to a field for details.
Figure 2.4. Employee Details tab of the Employees screen
Text boxes
Text boxes are used to enter information that can not be chosen from a predefined list and that usually varies from record to record. Names of people and resources usually appear in text
boxes, as do most record ID fields.
The example in Figure 2.5 shows an example of the Subtask ID and Subtask Name text boxes that appear on the Subtask Details tab of the Tasks screen.
Figure 2.5. examples of text boxes
message
indicator
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CheckboxesCheckboxes are used when an option has only two possible settings: either On (True) or Off (False).
In the example below from the Employee Details tab of the Employees screen, this employee has access to the Backup Site, Control Site, and has a Key Card for entrance. This employee does not have access to Offsite Storage or Incident Command.
Figure 2.6. example of checkboxes
Picklists
A picklist is used to display a list of options from which the user must choose only one. In the example in Figure 2.7, the Vital
Record Type and Media
Type fields are picklists.
If there is an Add button next to the picklist, you can add to the list of predefined options. In the example, you can add options to the Vital Record Type picklist.
Figure 2.7. example of picklists
Browse (Pick from table) fields
Browse fields let you complete a field by choosing a record from another LDRPS table.
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For
example,
the
Software
screen
has
a
field
called
License
Manager. If you click the Browse link next to the License Manager field, LDRPS lets you choose the employee whose information you want to be entered in the License Manager field.
Click Browse to launch the table. In the window that opens, pick the record to use. Or add a new record if necessary. To remove the record from this field, click Clear.
Figure 2.8. example of browse fields
Date fields
Date fields in LDRPS link to a calendar. Click the arrow at the end of a date field to open the calendar. Then click on the date in the calendar to enter that date in the field.
To clear a date after it is set, highlight it and press the Delete key on your keyboard.
Figure 2.9. example of date field
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Radio buttonsRadio buttons are generally used in situations where you are only allowed to choose one option. The example in Figure 2.10 shows the Internal and External radio button options for vendor type. LDRPS uses picklists in cases where there are more than three possible options to choose from. SeeʺPicklistsʺ on page 41.
Figure 2.10. example of radio buttons
Memo fields
LDRPS incorporates memo fields to allow users to enter much more information than a normal text box allows. To open the memo field in a new, full‐screen window, click the button at the end of the field.
In the following example, a memo field is used for entering additional information about a record.
Figure 2.11. example of a memo field
Add Image buttons
Some record types allow you to attach images that relate to the record, such as employee photos, equipment drawings, floor plans, maps, and so on. You can attach .jpg (.jpeg), .png, .bmp, .gif, or .tif (.tiff) images.
If you are an LDRPS Professional Perpetual or Enterprise customer, you can customize reports so that images attached to a record print with that record. See the
Crystal Reports online Help.
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Figure 2.12. example of Add Image button
To attach an image to a record:
1. Access the appropriate record.
2. Click the Add Image button to open the LDRPS Picture Viewer window.
If an image is already attached, the text on this button changes to read View Image.
3. To upload an image:
Click the Select File button.
Locate the file, highlight it, and click the OK button.
Click the Upload File button.
4. To unattach and delete the file that is attached to this record, click the Delete File button.
Adding a record
This
task
explains
the
generic
steps
for
adding
records
to
LDRPS.
For specific instructions on adding records in a particular screen, consult the other chapters in this guide.
You can also add a record by creatimg a duplicate of an existing record. See M̋aking a copy of a recordʺ on page 46.
To add a record:
1. Access the appropriate screen.
2. Click the New button in the Details toolbar.
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3. Complete
the
required
fields.
Required fields are marked with a red asterisk (*).
4. Click the Save button.
5. Or click Cancel to cancel your changes.
Editing a record
This task explains the generic steps for editing records in LDRPS. For specific instructions on editing records in a particular screen,
consult the
other
chapters
in
this
guide.
To edit a record:
1. Access the appropriate screen.
2. Highlight the record to edit in the datasheet.
3. Make your changes to the record.
4. Click the Save button.
5. Or click Cancel to cancel your changes.
Deleting a record
This task explains the generic steps for deleting records from LDRPS. For specific instructions on deleting records in a particular screen, consult the other chapters in this guide.
To delete a record:
1. Access the appropriate screen.
2. Highlight the record to delete in the datasheet.
3. Click the Delete button.
4. Click the Yes button.
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Or
click
the
No
button
to
cancel.
If the Related Records window appears, there are records that have critical relationships to the record you are attempting to delete. Use the Related Records feature to resolve those relationships. See page 49‐57 for more information.
Making a copy of a record
This task explains the generic steps for duplicating records in LDRPS. For specific instructions on duplicating records in a
particular
screen,
consult
the
other
chapters
in
this
guide.
Duplicating a record does not necessarily make a copy of any assignments to that record.
To make a copy of an existing record:
1. Access the appropriate screen.
2. Highlight the record to copy.
3. Click the Duplicate button.
LDRPS creates
a copy
of
the
original
record.
4. Complete any additional fields.
5. Click the Save button.
Verifying spelling in a record
LDRPS allows you to verify the spelling in individual records.
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Figure 2.13. Spelling window
To verify spelling:
1. Access the appropriate screen.
2. Highlight the record whose spelling you want to check.
3. Click the Spell Check button.
4. If LDRPS finds a misspelled word, the word is highlighted in the record and the Spelling window appears. Choose how to handle the misspelled word:
To allow the current spelling of a word, click the Ignore button. To allow all instances of the current spelling in this record, click the Ignore All button.
To change the existing spelling of a word, highlight the correct spelling in the Suggestions area and click the Change button. To change the spelling of this word wherever it appears the record, click the Change All
button.
To cancel the spell check, click the Cancel button.
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Assigning items to and unassigning itemsfrom a record
This task explains the generic steps for assigning items to and unassigning items from records in LDRPS. For specific instructions on making assignments in a particular screen, consult the other chapters in this guide.
This task only explains the procedure for assigning items to and unassigning items from a record. To learn about making assignments to a plan, see page 161 to 196.
To assign or unassign items:
1. Access the appropriate screen.
2. Highlight the record to assign items to.
3. In the bottom right corner of the screen, click the assignments button.
The label of the assignments button depends on the assignment you are making. For example:
—When assigning resources to a location, telecom, or workstation, the button is Assign Resources.
—When assigning core component dependencies, the button is Assign Dependencies.
4. The assignments popup window opens.
Each tab on the assignments popup window has two subtabs: Assigned and All. The Assigned subtab shows items that are assigned to the current record. The All subtab shows both assigned and unassigned items.
5. To assign an item:
Click the All tab.
Check the box next to each item to assign.
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6. To
unassign
an
item: Click the Assigned tab.
Uncheck the box next to the item to unassign.
If the Related Records window appears, there are records that have critical relationships to the record you are attempting to unassign. Use the Related Records feature to resolve those relationships. See page 49‐57 for more information.
Understanding related records
The Related Records feature allows you to locate and identify the critical relationships between a base record and any related records.
The base record is the record from which you have launched the Related Records function; a related record is any LDRPS record that is critical to the base record in some way.
Almost all of your LDRPS records can be related to each other in some way. Some common examples of these relationships are:
customer reps assigned to team positions
processes dependent upon an application
telecom assigned to a location
vendor reps assigned to equipment
vital records attached to software
You can use related record information to make decisions based upon those relationships.
Related Records examples
Here are some examples of how you can use the Related Records feature.
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Example 1: Outsourcing a business process
Your company has decided to outsource the marketing mail distribution process, which the shipping department used to handle.
You can use Related Records to:
unassign the process dependency on the shipping department’s mass mailing hardware.
unassign the internal resources (such as equipment and software) that the process used to require for recovery.
Example 2: Upgrading equipment
You recently replaced your mid‐volume copier with a high‐speed multi‐function copier.
Create an LDRPS record for the new copier. Then use Related Records to:
Replace the old copier with the new copier throughout LDRPS.
Identify core components, locations, telecom, or workstations that rely on the old copier. Then contact the
relevant departments and personnel to inform them of the equipment change.
Example 3: Refining employee attributes
Your company uses attributes to identify employees that telecommute. After an emergency response exercise, you realize that you need to be able to identify which telecommuters could come in to the office in an emergency situation. So you decide to replace the original “telecommuter” attribute with two separate attributes: “local telecommuter” and “distant telecommuter.”
You determine that a l̋ocal telecommuterʺ is someone who lives
within 25 miles of the office, and that a d̋istant telecommuterʺ is someone who lives more than 25 miles from the office. You unassign the original “telecommuter” attribute from each
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telecommuting
employee,
assign
the
refined
attributes,
then
use
Related Records to:
Make sure that the original “telecommuter” attribute is not assigned to any employees, then
Delete the “telecommuter” attribute from LDRPS.
Accessing the Related Records window
You can manually launch the Related Records window from within a specific record. However, the Related Records window appears automatically when:
You try to delete or unassign a record that has records assigned to it.
You try to delete a record that is assigned to another record.
LDRPS prevents you from deleting a record unless you unassign or delete it from any related records.
To manually access the Related Records window:
1. Access the appropriate screen.
2. Highlight the record to view related records for.
3. Click the Related Records button.
The Related Records window opens for this record. Details of the current record appear in the top pane.
Related Records window layout
The Related Records window layout consists of the following areas:
base record details pane
Related Records navigation pane
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Related
Records
datasheet
Related Records details pane
Figure 2.14. Related Records window
Base record details pane
The base record details pane shows brief details about the record from which you launched the Related Records window. To see more details for this record, click the Entire Record Detail button to open the entire record in another window.
Related Recordsnavigation pane
Related Recordsdetails pane
Related Recordsdatasheet
base record
details pane
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Related Records navigation paneUse the Related Records navigation pane to view records that are in some way critical to the base record. Highlight a node in the tree to view a list of related records.
The navigation tree shows the two types of relationships that can exist for a record: plan‐related relationships and dictionary relationships.
For example, the software record in Figure 2.14 has plan‐related relationships that include
the plans to which the software is assigned and
the processes to which the software is assigned.
It also has dictionary relationships that include
the workstations to which the software is assigned and
the vendor org that maintains the software.
Related Records datasheet
The Related Records datasheet shows a listing of records for the current selection. This list reflects the highlighted node in the
tree and
any
search
or
filter
criteria
you
have
specified.
Highlight a related record in the datasheet to see more information about it in the Related Records details pane.
Related Records details pane
The Related Records details pane shows specific information about the record highlighted in the Related Records datasheet.
The Related Records toolbars
The Related
Records
window
has
two
toolbars:
the
base
record
toolbar and the Related Records toolbar.
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Figure 2.15. Related Records window
The base record details toolbar
The base record details toolbar lets you delete or replace the base record.
button description
Delete Delete the base record wherever it appearsin LDRPS.
Replace Replace all instances of the base record withanother record.
Related Recordsdetails toolbar
base recorddetails toolbar
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The Related Records details toolbar
The Related Records details toolbar lets you unassign records from the base record, or replace records related to the base record.
Using Related Records to resolve recordrelationships
Once you access the Related Records window, you can delete the base record from LDRPS and unassign all related records (see Example #3 on page 50), replace the base record with another record (see Example #2 on page 50), unassign related records from the base record (see Example #1 on page 50), or replace a related record with another record in LDRPS.
To replace a base record throughout LDRPS:
1. Access the Related Records window for the appropriate record.
See A̋ccessing the Related Records windowʺ on page 51.
2. Click the Replace button in the base record details toolbar.
3. In the window that appears, highlight the new record to use and click the OK button.
4. Click the
Yes
button
to
confirm.
button description
Unassign Unassign the related record from the baserecord.
Replace Replace the related record with anotherrecord.
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To delete all instances of the base record:
1. Access the Related Records window for the appropriate record.
See A̋ccessing the Related Records windowʺ on page 51.
2. Click the Delete button in the base record details toolbar.
This will delete all instances of the base record in LDRPS. All records assigned to the base record are unassigned.
If you don’t have security permissions to the related records tied to the record you are trying to delete, you won’t be able to delete the record.
3. Click the Yes button to confirm.
To unassign a related record from the base record:
1. Access the Related Records window for the appropriate record.
See A̋ccessing the Related Records windowʺ on page 51.
2. Use the navigation tree to locate the type of related record to unassign.
3. In the Related Records datasheet, highlight the record to unassign from the base record.
4. Click the Unassign button in the Related Records details toolbar.
5. Click the Yes button to confirm.
!
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To replace a related record with another LDRPS record:
1. Access the Related Records window for the appropriate record.
See A̋ccessing the Related Records windowʺ on page 51.
2. Click the Replace button in the Related Records details toolbar.
3. In the window that appears, highlight the new record to use and click the OK button.
4. Click the Yes button to confirm.
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3This chapter describes how to work within an LDRPS Navigator. An LDRPS Navigator is designed to be your primary experience in LDRPS; it guides you to specific LDRPS screens and tasks.
Your LDRPS Administrator creates and grants access to LDRPS Navigators.
The LDRPS Navigators home page
When you first log on to LDRPS, the Navigator home page appears.
If your LDRPS Administrator has not given you access to Navigators, you will see the standard LDRPS home page. For more information, see Chapter 1, “Getting started.”
Task Page
The LDRPS Navigators home page 59
The LDRPS Navigator toolbar 60
Screens in an LDRPS Navigator 61
Opening the Navigator to use 64
Moving to another screen 66
Marking the status of tasks 68
!
Using a Navigator
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Figure 3.1. Navigator home page
The LDRPS Navigator toolbar
The LDRPS Navigator toolbar is an entry point into all areas of LDRPS Navigators. While working in a Navigator, the Navigator toolbar is always visible.
If you do not have security rights to an area of LDRPS, you will not be able to see the button that accesses that area. For example, if your administrator has not granted you access to the LDRPS Document and Report Manager area, you will not see the Document and Report Manager
button in the Navigator toolbar.
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Figure 3.2. LDRPS Navigator toolbar
Screens in an LDRPS Navigator
Once you open a Navigator, LDRPS takes you to either a Navigator screen or an entry screen.
button description
Create Users Launches the LDRPS Users screen.
Manage Data Launches the Manage your LDRPS datapage.
Create Plans Launches the Plan Management page.
Build Plans Launches the LDRPS Plans screen,where you choose the plan to work on.
Document and
Report Manager
Launches the LDRPS Document and
Report Manager screen.
Publish Plans Launches the LDRPS Publish Plansscreen.
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Navigator screensNavigator screens display a bulleted list of tasks you must perform. These tasks are listed according to the order in which you should perform the tasks.
Click on a bulleted step to access the screen associated with the task.
Figure 3.3. example of a Navigator screen
LDRPS entry screen layout
When working in a Navigator, LDRPS entry screens consist of
the following areas:
instructions pane
navigation pane (see page 22)
records datasheet (see page 24)
details pane (see page 24)
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Figure 3.4. example of a screen in an LDRPS Navigator
The Navigator instructions pane
The instructions pane displays two kinds of reference information: Instructions and Concepts and Methods. You can toggle between the two views, depending on the kind of
information
you
want.
instructions panenavigationpane
details
pane
recordsdatasheet
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The
Instructions
view
displays
a
step‐
by‐
step
explanation
of
how
to complete the tasks.
Click the Concepts and Methods link to access the Concepts and Methods view.
Figure 3.5. Concepts and Methods link in Instructions view
The Concepts and Methods view displays information such as what you should be thinking about when performing this task, or tips for successful business continuity planning.
Click the Instructions link to access the Instructions view.
Figure 3.6. Instructions link in Concepts and Methods view
Opening the Navigator to use
Once you have logged on to LDRPS (page 18), choose the Navigator to work in. This task describes how to access both standard and custom Navigators.
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To work on a specific plan:
1. Click the Build Plans button.
2. Navigate through the plan structure to find the plan to access.
3. Highlight the plan and click the OK button.
LDRPS displays the home page for the plan you chose. Follow the specific instructions on the screen.
To perform tasks not related to a specific plan:
1. Click the Create Users button to create and manage LDRPS user accounts.
LDRPS displays the Users screen. Follow the specific instructions in the right pane.
2. Click the Manage Data button to enter information into LDRPS.
LDRPS displays the Manage your
LDRPS
data page.
Follow the specific instructions on the screen.
3. Click the Create Plans button to build your plan structure and create and manage LDRPS plans.
LDRPS displays the Plan Management page. Follow the specific instructions on the screen.
4. Click the Document and Report Manager button to
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attach
documents
and
print
reports.
LDRPS displays the Document and Report Manager screen. Follow the specific instructions in the right pane.
5. Click the Publish Plans button to generate printable copies of your plans.
LDRPS displays the Publish Plans screen. Follow the specific instructions in the right pane.
To access a custom Navigator:
1. Click the Custom Navigators button.
2. Highlight the Navigator to access and click the OK button.
LDRPS displays the home page for the Navigator you chose. Follow the specific instructions on the screen.
Moving to another screen
To go to another screen in the Navigator, you can use the Close
button, the history bar, or the Navigator Snapshot.
Using the Close button
The Navigator Close button closes the current screen and returns you to the previous one. It always appears in the bottom right of the screen.