Installing Operational Scenario Analysis

Complete the following tasks to install the Operational Scenario Analysis use case.

On this page

Task 1: Prepare for the installation

  1. Ensure that your Archer system meets the following requirements:

    • Archer Platform version 2024.09.
    • Valid license for Operational Scenario Analysis 2024.09.
    • You have already installed the following use case(s): Business Impact Analysis and Issues Management
    • A user account on the Platform with access rights to the Data Feed Manager.
    • User account on the Archer Community to download the use case files.

  2. Download the use case file(s) from Archer Community.

  3. Obtain the Data Dictionary for the use case by contacting your Archer Account Representative. The Data Dictionary contains the configuration information for the use case.
  4. Read and understand "Packaging Data" in the Archer Platform Help.

Task 2: Update the license key

You must update the license key if you are installing a new application, questionnaire, workspace, or dashboard.

The administrator (a web or database administrator) on the server on which the Archer Control Panel resides must update the license key in the Archer Control Panel before the application package is imported in order for the new items to be available for use.

  1. Open the Archer Control Panel.
  2. From the Instance Management list, click to expand the Instances list.
  3. Right-click the instance that you want to update, and click Update License Key.
  4. Update the applicable information: Serial Number, Contact Info, and Activation Method.
  5. Click Activate.

Task 3: Install the package

Installing a package requires that you import the package file, map the objects in the package to objects in the target instance, and then install the package. See Installing the Operational Scenario Analysis Package.

Task 4: Set up Data Feeds

You must import and schedule each use case data feed that you want to use. See Setting Up Operational Scenario Analysis Data Feeds.

Task 5: Perform post-installation cleanup

The package installation does not update some attributes of objects, or delete obsolete objects that are not included in the current solution. Compare the objects in your database with the information in the Data Dictionary to determine which objects are obsolete or have been updated. For more information, see Performing Use Case Cleanup Post-Installation.

Important: You may need to update some of the Resilience Scorecard calculations, depending on which use cases you have licensed. For more information, see Resilience Scorecard Calculations.

Important: You may also need to create a report in Control Procedures (must be licensed), if deemed necessary and if related reports were not installed with Enterprise Catalog prior to Operational Scenario Analysis Package install. For more information, see Add Ineffective Controls report to Operational Resilience Process Owner dashboard.

Task 6: Test the installation

Test the Operational Scenario Analysis use case according to your company standards and procedures, to ensure that the use case works with your existing processes.

Add Ineffective Controls report to Operational Resilience Process Owner dashboard

Note: This step is only needed if Control Procedures is licensed and the Ineffective Controls report was not installed with Enterprise Catalog prior to Operational Scenario Analysis Package re-install.

Create Ineffective Controls report

  1. In master report listing, click Add New.

  2. In Available Applications, select Control Procedures and click OK.

  3. Select the Statistics Mode option.

  4. In Fields to Display, select Procedure ID and select the Count of function.

  5. In Filters, select the following:

    • Field to Evaluate: Compliance

    • Operator: Contains

    • Value(s): Non-Compliance

  6. Click Search.

  7. In the search results page, select Chart Only and Feature Metric.

  8. Click Save as new report and provide the name Ineffective Controls.

Create Ineffective Controls widget under Operational Resilience Process Manager dashboard

  1. In Resilience Management, click Operational Resilience Process Manager dashboard.

  2. Edit Dashboard.

  3. Under reports, search for Ineffective Control.

  4. Pull the report onto the dashboard into the desired location.

  5. Save the dashboard.