The Eight R

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Eight Key Steps to Business Continuity
Managing the Eight Rs
Rich Schiesser Sr. Technical Planner
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The Eight Rs

• I.
• II.
• III.
• IV.
• V.
• VI.
• VII.
• VIII.

Response Recovery Resources Relocation Restoration
Resumption Remediation Relationships
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Sequencing the Eight Rs

• A. During an Event
• 1. Response
• 2. Recovery
• 3. Resources
• 4. Relocation
• 5. Restoration

B. After an Event 6. Resumption 7. Remediation
C. Before, During and After an Event 8.
Relationships
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I. Response

• A. Initial Reaction to an Event

B. Normally a Human Response, but could be
Automated

• C. Employee Safety and Notification to
  Others

D. Includes Initial Assessment
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Real Life ExperienceCalifornia Earthquake

• 5.8 earthquake in Southern
• California, USA in October, 1987
• Epicenter within five miles of huge
• N G defense contractor facility
• Needed to evacuate 12,000 employees
• Damage to classified computer center was of major
  concern

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II. Recovery

• Based on Initial Assessment, Determine
• Location
• Time-frame
• Amount of Restoration Required

• Should be Based on the Prioritization of
  Systems

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Real Life ExperienceBusiness Impact Analysis

• Conducted at DirecTV
• Managers initially defensive of their processes
  and systems
• Emphasizing Urgency over Importance helped
  move the analysis forward
• Agreeing on consistent criteria improved the
  prioritisation process

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II. Recovery
Type of Event Location Time-Frame Amount of Restoration
Minor Same Site Minutes Small
Major Alternate Local Site Hours Medium
Catastrophic Alternate Remote Site Days Large
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III. Resources

• A. Hardware

B. Software
C. Human
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III. Resources

• A. Hardware

• Processors

• Disk Devices

• Tape Equipment

• Network Components

• Desktops

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Real Life ExperienceServer Independence

• Operational recovery test of ERP system at major
  USA mortgage company
• Rapid growth of company and ERP
• caused frequent upgrades of servers
• Initial tests attempted identical server
  configuration
• Re-building servers and software from
• scratch resulted in server independence

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III. Resources

• B. Software

• Operating Systems

• Backups and Restores

• DB Management Systems

• Applications

• Databases

• Desktop Support

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III. Resources

• C. Human

• System Administrators

• Network Administrators

• Database Administrators

• Application Support

• Help Desk

• Supervisory

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IV. Relocation

• A. Data Center

B. Support Services

• C. Business Staff

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Real Life ExperienceRe-locating Critical Systems

• N G tested re-locating in Chicago
• with Sungard
• TCF tested re-locating in New
• Jersey with Comdisco
• (TCF previously did an actual
• disaster recovery with IBM)
• Option One Mortgage tested
• re-locating in Wood Dale (outside
• Chicago) with Comdisco/Sungard

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V. Restoration

A. Processor Environment
B. Database Management Systems
C. Application Systems
D. Databases
E. Network Connectivity
F. Desktop Environment
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Real Life ExperienceDisaster at a Movie Studio

• TCF entered lucrative home entertainment business
  in 1994, using IBM AS/400
• Transformer explosion in 1995 damaged the AS/400s
  beyond repair, and TCF had no DR plan
• IBM re-located TCFs processing to their Cypress,
  CA facility, 40 miles away, and successfully
  restored all systems within 3 days
• Seven days later the transformer and computers
  were replaced, and IT executives committed to a
  full business continuity plan

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VI. Resumption

• A. Reversing Much of the Recovery Process

B. Re-deploying Resources for the Resumption
Process
C. Reverting Back to the Original Site or
Reconciling Issues for a New Site
D. Restoring Site to a Production Status
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VII. Remediation

• A. Review Entire Event in Light of the First
  Six Rs

B. Identify Lessons Learned
C. Propose Suggestions for Improvement
D. Transition from a Reactive to a Proactive
Environment
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Real Life ExperienceCalifornia Earthquakes
Re-visited

• 6.7 earthquake in Southern
• California on January 17, 1994.
• Plans, processes, and procedures
• developed at N G as a result of the 1987
  earthquake all worked
• flawlessly. No major outages
• occurred to any online systems.

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VIII. Relationships

• A. Key Internal Customers

• B. Key External Customers

• C. Key Internal Suppliers

• D. Key External Suppliers

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VIII. Relationships

• A. Key Internal Customers

1. Supervisors
2. Business Analysts
3. Software Developers
4. Help Desk Personnel
5. IT Staff
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VIII. Relationships

• B. Key External Customers

1. Business Users
2. Company Users
3. Company Partners
4. Corporate Headquarters
5. Outside Media
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VIII. Relationships

• C. Key Internal Suppliers

1. Infrastructure Staff
2. Application Developers
3. Supervisors
4. Help Desk Personnel
5. Telecommunications
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VIII. Relationships

• D. Key External Suppliers

1. Facilities Department
2. Health and Safety
3. Physical Security
4. Human Resources
5. Police and Fire
6. Outside Media
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Real Life ExperienceSupport at The Weather
Channel

• TWC had extensive relationships
• with
• - IT suppliers
• - Local police and fire departments
• - Red Cross
• - Fedl Emergency Mgmt Agency (FEMA)
• - National Hurricane Center
• - National Weather Service

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Summary of the Eight Rs
I. Response Initial reaction and assessment
II. Recovery Determine location and level
III. Resources Hardware, software, human
IV. Relocation Data center, support, staff
V. Restoration Programs, data, network
VI. Resumption Reverse recovery, revert back
VII. Remediation Suggest improvements
VIII. Relationships Customers and suppliers
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• Questions?

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Thank You

• For Your Participation