RSA Archer GRC Platform 5.

4
Data Publications
June 2013

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 EMC
Corporation ("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 such 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.
THE INFORMATION IN THIS PUBLICATION IS PROVIDED "AS IS." EMC CORPORATION MAKES NO
REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS
PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE.

Copyright 2010-2013 EMC Corporation All Rights Reserved. Published in the USA.

RSA Archer GRC Platform Data Publications

Contents
Preface
About this Guide
Data Publication Process
Supported Field Types
Product Documentation
Support and Service

Chapter 1: Data Publications

Create a New Data Publication
Manage the General Properties of a Data Publication
Define the Connection Parameters
Define a Schedule for the Data Publication
View Data Publication History
Clear Job History

5
5
5
5
6
7

9
9
9
10
11
12
13

RSA Archer GRC Platform Data Publications

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 naming
consistency, independent of the display name.

Supported Field Types

The following field types are supported for data publication:
l

Text

Numeric (Prefixes and suffixes cannot be published.)

Date

Preface

Values List (Fields that display the value "No Selection" contain no value in the
published version.)

Matrix

Tracking ID (Prefixes and suffixes can be published.)

External Links

Attachment

Image

IP Address

RSA Archer GRC Platform Data Publications

Record Status

First Published Date

Last Updated Date

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

display a link to the table containing the sub-form data.)
Sub-Form (Upon publication, sub-form field values display a link to the table
containing the sub-form data.)

Record Permissions

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

Manage the General Properties of a Data Publication

Define the Connection Parameters

Define a Schedule for the Data Publication

View Data Publication History

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.

Preface

RSA Archer GRC Platform Data Publications

Guide

Description

Release Notes

Provides Platform administrators with detailed listing of

new features, fixed issues, and known issues at the time
of 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

archersupport@rsa.com

RSA Archer
Community

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

RSA Archer
Exchange

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

RSA Solution
Gallery

https://gallery.emc.com/community/marketplace/

RSASecurCare
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 RSA 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

RSA Archer GRC Platform Data Publications

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.

Preface

RSA Archer GRC Platform Data Publications

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.
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

RSA Archer GRC Platform Data Publications

Procedure

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

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. 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
l

Create a New Data Publication

Manage the General Properties of a Data Publication

Procedure

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

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. In the Name column, click the data publication.

10

Chapter 1: Data Publications

RSA Archer GRC Platform 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

Define a Schedule for the Data Publication

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

Create a New Data Publication

Manage the General Properties of a Data Publication

Define the Connection Parameters

Procedure

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

a. Click the Administration workspace.
b. In the Navigation Menu, click Integration.

Chapter 1: Data Publications

11

RSA Archer GRC Platform Data Publications

A menu of Integration pages is displayed.

c. Click Manage Data Publications.
2. In the Name column, click the data publication.
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.
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.
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 History

You 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.

12

Chapter 1: Data Publications

RSA Archer GRC Platform Data Publications

Before You Begin

Define a Schedule for the 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. 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

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

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. In the Name column, click the data publication.
3. In the Actions column, click the Execution History icon.
4. Click Clear Job History.

Chapter 1: Data Publications

13

RSA Archer GRC Platform Data Publications

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.

14

Chapter 1: Data Publications