Setting Up Operational Scenario Analysis Data Feeds

Complete the tasks to set up the Operational Scenario Analysis data feeds.

Data feeds import sequence

Import the data feeds in the following order:

1. Business Impact Analysis – Business Process Copy Feed

2. Copy BIA Supporting Infrastructure to Business Process Feed
3. Business Impact Analysis – Product and Services Copy Feed
4. Copy BIA Supporting Infrastructure to Products/Services Feed
5. Business Impact Analysis – Archive Feed
6. BIA Campaign JS Data Feed

7. Operational Scenario Analysis Data Creation

8. Scenario Results Creation Feed

9. Service Interruption Results Creation

10. Generate Resilience Scorecard Records - Business Unit

11. Generate Resilience Scorecard Records - Division

12. Generate Resilience Scorecard Records - Company

Task 1: Configure data feeds

1. From the menu, click > Integration > Data Feeds.

2. If you did not install the data feeds through the package, import them in the above order.

   1. On the data feed listing page, click .
   2. Locate and select the .dfx5 file for the data feed.
3. Select the data feed you want to configure.

4. On the General tab, in the General Information section, select Active.

5. On the Source Connection tab, follow the set of steps below based on the transport type.

Archer Web Services transport type

1. In the Logon Properties section, do the following:
   1. In the URL field, enter your URL. Your URL depends on whether you're using an on-premises installation and where you installed Archer or whether you're on SaaS:

   • If you're on-premises and installed Archer at the root level of Microsoft Internet Information Services (IIS), your URL should be: YourServerName

   For example, http://grc.mycompany.com

   • If you're on-premises and installed Archer as a sub-site in Microsoft Internet Information Services (IIS), your URL should be: YourServerName/VirtualDirectoryName

   For example, http://grc.mycompany.com/Archer

   • If you're using SaaS, your URL should be: YourSaaSURL/archerirm.region

   For example, http://mycompany.archerirm.us

   2. Specify whether the Archer instance uses anonymous authentication or Windows Authentication.

   3. In the User Name and Password fields, enter the credentials of a Platform user that has API access and access to all of the records on the Platform instance (from which the data feed originates).
2. In the Transport Configuration section, do the following:
   1. Select a Search Type and do one of the following:
      • Enter the credentials of the account that runs the report. The report results will be based on the permissions of that account.

        Note: The account could be a content administrator with full access permissions to the content of the applications. Do not use the same account that you used to log on.

      • Select Use Windows Authentication. Single Sign-On must be configured in the source instance to use this option.
   2. In the Instance field, enter the name of the instance where the data feed originates (this is the same instance name you enter on the Login window).
3. Click the Data Map tab, then click the Field Map and Key Field Definitions tabs.

   The data feed might map to objects and key fields in applications that you do not have licensed. Clicking on the Field Map and Key Field Definitions tabs allows the system to resolve these mappings.

4. Do one of the following:

   • To continue configuring the data feed, go to the next task.
   • To finish setting up the feed later, click Save or Save and Close.

JavaScript transport type

1. Before you upload a JavaScript file, you must configure the JavaScript Transporter settings in the Archer Control Panel. For more information, see Configuring the JavaScript Transporter Settings.

2. In the Transport Configuration section, select the JavaScript file you want to upload.

   Archer provides a JavaScript sample in the Transport Configuration section, describing each part of the script, and how to configure each part for your environment.

   1. From the Transport Configuration section, click .
   2. In the Upload JavaScript File dialog, click Add New.
   3. Navigate to and select the file you want to upload, and click Open.
   4. In the Upload JavaScript File dialog, click OK.

   Important: If the JavaScript Transporter has been set up in the Archer Control Panel to only allow digitally signed JavaScript files from trusted sources, you can only select digitally signed JavaScript files coming from trusted sources. For more details, see "Configuring JavaScript Transporter Settings" in the Archer Control Panel Help.

3. In the Custom Parameters section, enter the following custom parameters you want to reference within the selected JavaScript file.

   The following table lists the data feed custom parameters.

   Key	Type	Value
   archerURL	Plain Text	The URL of your Archer instance
   archerInstance	Plain Text	The name of your Archer instance
   archerUser	Plain Text	The user account name that has read access to all Business Impact Analysis records
   archerPass	Protected	The password for the archerUser account name

4. Click the Data Map tab, then click the Field Map and Key Field Definitions tabs.

   The data feed might map to objects and key fields in applications that you do not have licensed. Clicking on the Field Map and Key Field Definitions tabs allows the system to resolve these mappings.

5. Do one of the following:

   • To continue configuring the data feed, go to the next task.
   • To finish setting up the feed later, click Save or Save and Close.

Task 2: Schedule data feeds

A data feed must be active and valid to successfully run. A successful data feed run processes all input data, completes all expected record updates, and does not report any failures in the Run Details Report.

Validating a data feed

The Data Feed Manager validates the information when a data feed is scheduled. If any information is invalid, the data feed displays an error message. You can save the data feed and correct the errors later, but the data feed does not process until you make corrections.

Running a data feed

You can set up data feeds to run automatically at regular intervals. This reduces the time and effort required to import data from an external file.

You can initiate data feeds at various times and configure them to run in regular increments for an indefinite period of time.

You can run the data feed immediately.

To prevent excess server load, schedule data feeds on a staggered basis. Archer recommends scheduling a maximum of 10 data feeds to run at a time.

Setting up a reference data feed

A reference feed allows you to specify another feed. This indicates to the Data Feed Service that this feed will start running as soon as the referenced feed completes successfully.

1. Go to the Run Configuration tab > Schedule section.

2. Do one of the following to schedule your data feed.

   • Run on Schedule. You can configure your data feed to run on a defined schedule.

   • Run After. The Data Feed Services starts the current data feed after the referenced data feed completes successfully.

   • Run Now.

3. To save the data feed, click Save or Save and Close.