GRCPlatform DataPublications

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RSA Archer GRC Platform 5.4

Data Publications

June 2013



Copyright © 2010-2013 EMC Corporation All Rights Reserved. P ublished in the USA.

Contact Information

Go to the RSA corporate website for regional Customer Support telephone and fax numbers:

www.emc.com/domains/rsa/index.htm .

Trademarks

RSA, the RSA Logo, RSA Archer, RSA Archer Logo, and EMC are either registered trademarks or trademarks of EMCCorporation ("EMC") in the United States and/or other countries. All other trademarks used herein are the property of their

respective owners. For a list of RSA trademarks, go to www.emc.com/legal/emc-corporation-trademarks.htm.

License Agreement

This software and the associated documentation are proprietary and confidential to EMC, are furnished under license, and may

be used and copied only in accordance with the terms of s uch license and with the inclusion of the copyright notice below. This

software and the documentation, and any copies thereof, may not be provided or otherwise made available to any other person.

No title to or ownership of the software or documentation or any intellectual property rights thereto is hereby transferred. Any

unauthorized use or reproduction of this software and the documentation may be subject to civil and/or criminal liability.

This software is subject to change without notice and should not be construed as a commitment by EMC.

Note on Encryption Technologies

This product may contain encryption technology. Many countries prohibit or restrict the use, import, or export of encryption

technologies, and current use, import, and export regulations should be followed when using, importing or exporting this

product.

Distribution

Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change

without notice.

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RSA Archer GRC Platform Data Publications

Contents

Preface 5About this Guide 5

Data Publication Process 5

Supported Field Types 5

Product Documentation 6

Support and Service 7

Chapter 1: Data Publications 9Create a New Data Publication 9

Manage the General Properties of a Data Publication 9

Define the Connection Parameters 10Define a Schedule for the Data Publication 11

View Data Publication History 12

Clear Job History 13

3




Preface

About this Guide

The Data Publication Manager allows users to extract data from the Platform and

load it into external systems for data analysis and modeling. A point-and-click

interface steps you through the data publication process with no need for custom

code. When constructing a data publication, you select the solution whose data you

want to publish, provide credentials for the database where the data is to be loaded,

and provide a schedule for automatically executing the publication. Additionally,

you can view the detail history of data publication jobs, including detailed

information on errors or records tried or failed.

Data Publication Process

The data publication process converts records residing in system applications into a

relational database structure. Applications, questionnaires, and sub-forms are

created as tables in the destination database and maintain their linkages, and fields

are represented as columns in the table of their parent entity (application,

questionnaire, or sub-form).

When generating the names of columns and tables, the data publication process

uses the Alias value for applications, questionnaires, sub-forms, fields, and values

lists. Using the alias values allows administrators more flexibility in referencing a

separate identifier than the display name and provides a method for ensuring namingconsistency, independent of the display name.

Supported Field Types

The following field types are supported for data publication:

l Text

l Numeric (Prefixes and suffixes cannot be published.)

l Date

l Values List (Fields that display the value "No Selection" contain no value in the

published version.)

l Matrix

l Tracking ID (Prefixes and suffixes can be published.)

l External Links

l Attachment

l Image

l IP Address

Preface 5




l Record Status

l First Published Date

l Last Updated Date

l Cross-Reference/Related Records (Upon publication, reference field values

display a link to the table containing the sub-form data.)

l Sub-Form (Upon publication, sub-form field values display a link to the table

containing the sub-form data.)

l Record Permissions

l User/Groups List

Note: Calculated fields publish the current value of the field, not the calculation

formula.

You can perform the following tasks using the Data Publication Manager:

l Create a New Data Publication

l Manage the General Properties of a Data Publication

l Define the Connection Parameters

l Define a Schedule for the Data Publication

l View Data Publication History

l Clear Job History

Product Documentation

For information about the RSA Archer GRC Platform 5.x, see the following

documentation.

Guide Description

Administrator Guide Provides Platform administrators with a system

overview, guidelines for navigating, and detailed

instructions for key tasks.

Control Panel Guide Provides administrators with instructions for

configuring each instance of the Platform.

Installation Guide Provides administrators with instructions for preparing,

installing, configuring, and testing the Platform.

6 Preface




Guide Description

Release Notes Provides Platform administrators with detailed listing of

new features, fixed issues, and known issues at the timeof the current release.

User Guide Provides end users with guidelines for navigating,

detailed instructions for key tasks, and information

about using Platform communication tools.

Web Services API Reference

Guide

Provides IT managers and programmers with a list of

the available web services for programmatically

interfacing with the release. This guide provides

formatting guidelines for field results, field inputs, and

search inputs, and provides sample code for searching,

adding and updating users, and updating assets.

You can access the Platform 5.x documentation from the RSA Archer Community

at https://community.emc.com/community/connect/grc_ecosystem/rsa_archer .

Support and Service

Customer

Support

Information

www.emc.com/support/rsa/index.htm

Customer

Support E-mail

[email protected]

RSA Archer

Community

https://community.emc.com/community/connect/grc_ecosystem/rsa_

archer

RSA Archer

Exchange

htt ps://community.emc.com/community/connect/grc_ecosystem/rsa_

archer_exchange

RSA Solution

Gallery

https://gallery.emc.com/community/m arketplace/

RSA SecurCare

Online

https://knowledge.rsasecurity.com/cleartrust/ct_

logon.asp?CTAuthMode=BASIC&language=en&CT_ORIG_

URL=https%3A%2F%2Fknowledge.rsasecurity.com%3A443%2F&c

t_orig_uri=%2F

The R SA Archer Community enables collaboration among eGRC clients, partners,

and product experts. Members actively share ideas, vote for product enhancements,

and discuss trends that help guide the RSA Archer product roadmap.

Preface 7

http://www.emc.com/support/rsa/rsa-archer-support.htm


mailto:[email protected]


https://community.emc.com/community/connect/grc_ecosystem/rsa_archer


https://gallery.emc.com/community/marketplace/rsa?view=overview


https://knowledge.rsasecurity.com/cleartrust/ct_logon.asp?CTAuthMode=BASIC&language=en&CT_ORIG_URL=https%3A%2F%2Fknowledge.rsasecurity.com%3A443%2F&ct_orig_uri=%2F




https://community.emc.com/community/connect/grc_ecosystem/rsa_archer_exchange




https://community.emc.com/docs/DOC-19563




The RSA Archer Exchange is an online marketplace dedicated to supporting eGRC

initiatives. The Exchange brings together on-demand applications along with

service, content, and integration providers to fuel the success of RSA Archer

clients.

The RSA Solution Gallery provides information about third-party hardware and

software products that have been certified to work with RSA products. The gallery

includes Secured by RSA Implementation Guides with step-by-step instructions and

other information about interoperation of RSA products with these third-party

products.

The RSA SecurCare Online provides unlimited access to a wealth of resources on

the web, 24 hours a day. The secure system provides members access to a support

knowledgebase, to download current platform patches and bug fixes, to sign up for

notifications, to manage your support cases and more.

8 Preface




Chapter 1: Data Publications

Create a New Data Publication

You can create, define, and activate data publications without the need for

programming knowledge. On the General tab of the Manage Data Publication page,

you can define general information for a data publication.

Procedure

1. Navigate to the Manage Data Publications page:

a. Click the Administration workspace.

b. In the Navigation Menu, click Integration.A menu of Integration pages is displayed.

c. Click Manage Data Publications.

2. Click Add New.

3. Do one of the following:

l To use the settings of an existing data publications as a starting point, select

Copy an existing Data Publication and select the existing data publication

from the Existing Data Publications list.

l To select new settings for a data publication, select Create a new Data

Publication from scratch.

4. Click OK .

The Manage Data Publication page is displayed where you can specify the

properties of the data publication.

Next Steps

Manage the General Properties of a Data Publication

Manage the General Properties of a Data Publication

You can configure the overall properties of the data publication.

Before You Begin

Create a New Data Publication

Chapter 1: Data Publications 9




Procedure

1. Select the data publication that you want to modify:


b. In the Navigation Menu, click Integration.

A menu of Integration pages is displayed.


2. In the Name column, click the data publication.

3. Complete the General Information section:

a. In the Name field, enter a name for the data publication.

b. From the Solution list, select the solution whose data is to be published to

the external database.

c. From the Status list, select whether your data publication is currently

Active or Inactive.

d. In the Description field, enter a description for the data publication.

4. Click Apply.

Next Steps

Define the Connection Parameters

Define the Connection Parameters

You can transfer record information from system applications to an external

database. To set up this process, you must configure the connection parameters that

instructs the Data Publication Manager on how to access the desired database.

Before You Begin



Procedure







10 Chapter 1: Data Publications




3. Click the Connection tab.

4. From the Publication Target list, select the type of database where the

information is to be published.

5. In the Connection String field, enter the connection string to the database. To

use the value entered for the password, you can enter the password token by

entering the following syntax:

Server=[name];Database=[name];UID=[user ID];Pwd={Password}

The {Password} token will be replaced by the password entered in the

Password field when the connection string is submitted.

Important: For the data publication to execute successfully, the server

responsible for running the data publication must have the required network

access to the database.

6. In the Password field, enter the password that the system uses when accessing

the database.

The password to the target database can be entered in either the Password field

or the Connection String field as a token as shown in the previous step. When

using a token, the {Password} token in the connection string is replaced by the

password entered in this field when the connection string is submitted.

7. Click Apply.

8. To test the connection, click Test in the Test Connection field.

Next Steps

Define a Schedule for the Data Publication


You can configure the start time, pattern, and frequency for data publications.

Before You Begin



l Define the Connection Parameters

Procedure











3. Select the Schedule tab.

4. From the Frequency list, select the frequency for the data publication from the

following options and complete setting up the schedule:

l Daily. Select the Start Time and the Start Date for the publication. In the

Every field, select how often the data publication should run. For example, if

you select 15, the data publication executes every 15 days.

l Weekly. Select the Start Time and the Start Date for the publication. In the

Every field, select how often the data publication should run. For example, if

you select 5, the data publication executes every 5 weeks. From the

Weekday list, specify on which day of the week you want the data publication to execute.

l Monthly. Select the Start Time and the Start Date for the publication. In

the Every field, select how often the data publication should run. For

example, if you select 5, the data publication executes every 5 months. From

the Execute On list, select on which day of the month you want the data

publication to execute. From the Weekday list, select on which day of the

week you want the data publication to execute.

5. From the Time Zone list, select the current time zone for the data publication.

6. (Optional) To override the set data publication execution schedule and

immediately execute your data publication, click Run Data Publication Now.

7. To view the job details, click Run Detail.

The Run Detail dialog box opens. This dialog box has the Statistics and

Messages tabs. The Statistics tab shows the entity, rows processed, status, and

start date and time. The Messages tab shows the job activity, type, and date and

time of the activity. Close this dialog box when you are finished viewing the job

details.

8. Click Save to apply your configuration to the data publication.

View Data Publication HistoryYou can view the detailed history of a data publication using the Execution History

icon in the Data Publications section of the Manage Data Publications page. This

icon is shown after the job is run initially. The Execution History icon includes a

tool tip that displays the text “Execution History.” After clicking this icon, the

Execution History dialog box opens where the date and time when the job started

and ended and the job status is shown for each job listed. You can also view the job

details by clicking the job link or the Run Detail icon in the Actions column for a

specific job.





Before You Begin


Procedure1. Navigate to the Manage Data Publications page:





2. In the Actions column of the data publication that you want to view, click the

Execution History icon.

3. In the Status column, view the status to determine which job ran successfully or

failed.

4. In the Actions column of the job that you want to view, click the Run Details

icon.

The Run Detail dialog box opens. This dialog box has the Statistics and

Messages tabs. The Statistics tab shows the entity, rows processed, status, and

start date and time. The Messages tab shows the job activity, type, and date and

time of the activity.

5. When you are finished, close the Run Detail dialog box.

6. Close all other open dialog boxes and pages.

Clear Job History

You can clear all job history or the job history of one or more data publication jobs

from the Clear Job History dialog box. This dialog box opens from the Execution

History: [data publication] dialog box.

Procedure







3. In the Actions column, click the Execution History icon.

4. Click Clear Job History.





5. Select the checkbox next to the Started column for the jobs that you want to

delete the history of. To clear all history for all jobs, select Clear All History

and go to step 7.

6. Click OK .

7. Close the Clear Job History dialog box.


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