PlanBuilder User Manual - Binomial International
Contents
1. Binomial International inc www binomial com PlanBuilder Copyright The paragraphs information and documentation provided in this product are the property of Binomial International and as such are protected under international copyright laws The information stored on disk and the documentation may only be copied by the original purchaser of same and only for the purposes of backup However the plan and databases produced by this software may be for the use of the purchaser or for customers of the purchaser This means that you the purchaser may use this software for your own use or for the use of your customers but you are not permitted to give away the software because that would be piracy and piracy is subject to all the penalties provided for by law Copyright 2011 Binomial International 812 Proctor Avenue 5497 Colony Heights Road Ogdensburg New York USA 13669 Manotick Ontario Canada K4M 1A7 All rights reserved Version 2011 printed 2011 Copyright and Software License Issues for PlanBuilder Users The PlanBuilder Software License is a Single User License unless you have purchased one of our network versions This means that you CAN e Install the system only on your own computer e Use the software only on your own computer e Use the software to develop plans for your own company or department or for your own clients This means that you CANNOT e Share the software with friends colleagues or associates who have2. Binomial PlanBuilder System User Manual 19 PlanBuilder The writer of this plan decides which paragraphs are to be included in the Plan and which are to be ignored The check boxes indicate which sections will be included in the copy of the Plan that you generate The program retains the selected status of the sections between runs By default all sections are marked for inclusion when the program is first run To change the selection status of a section simply click on the square beside the section name If the section is checked all sub sections will be toggled The check marks mean that a particular section will be included A gray check box means not all sub sections for that section are selected If no sections have been selected this message Is presented AN There are no sections selected to export print To change the name of any section or module first highlight the section name with the left mouse button then click again with the left button or click with the right button then Edit Heading or F2 Either way will allow you to change the text Click enter to accept the new text MED Front Pages Introduction Z Things to Know bree Objective 5 5 1 Module Quick Reference This section has information that will be needed for a quick response to an immediate problem 2011 07 26 Binomial PlanBuilder System User Manual 20 PlanBuilder 5 5 2 Module Introduction This section covers
3. By FINDINGS AT lt ORGANIZATION 7 al TRAVEL INSTRUCTIONS 2011 07 26 Binomial PlanBuilder System User Manual 27 PlanBuilder 5 6 MODULE TEAMS The PlanBuilder Teams Module contains textual information for inclusion in the Plan This includes all of the teams that could be a part of the plan and the tasks that each team will perform before during and after a disaster In the Teams Module the user decides which paragraphs are to be included in the Plan and which are to be omitted The Teams window shows the sections in the Teams document The check boxes indicate which sections will be included in the copy of the Plan that you generate The program retains the selected status of the sections between runs By default all sections are marked for inclusion when the program is first run To change the selection status of a section simply click on the square beside the section name If the section is checked all sub sections will be toggled The check marks mean that a particular section has been included A gray check box means not all sub sections for that section are selected 5 6 1 To Change the Name of a Team or Team Section To change the name of any team or team section first highlight the team name or team section with the left mouse button then click again with the left button or click with the right button Either way will allow you to change the text Click enter to accept the new text 5 6 2 To A
4. PlanBuilder 7 3 VIEW MENU Select View Refresh and the current plan is re loaded Refresh This is mainly useful if multiple users are editing the same plan If one user changes the structure of the plan in a way that interferes with another user then the second user will receive an error message asking them to refresh their copy of the plan 7 4 TOOLS MENU Tools Manage Personnel Choose Team Members Customize Plan 7 4 1 Tools Manage Personnel This is used to input the personnel who will become team members Engineering an MacLean Donald IT 999 123 4567 Pelton Ronald IT 315 123 4567 M Actions 7 Philby Kim Communicat 999 123 4567 Walker John Information _ 999 123 4567 Add Wright Peter Administration 999 123 4567 a Yurchenko Vitaly Maintenance 999 123 4567 7 4 2 Tools Choose Team Members This is used to team P Edit Team Assignments a E E roles and member h g a z E as S ig n m e n ts l EROLE LEADER gt influenza Manager area LEADER gt lt Not Assigned gt h EROLE DEPUTY gt Deputy Leader TEAM DEPUTY gt lt Not Assigned gt z EROLE MEMBER 1 gt Sanitation Officer eqTEAM MEMBER 1 gt lt Not Assigned gt z JIEROLE MEMBER 2 Disinfection Officer TEAMMEMBER 5 lt Not Assioned gt xf JIFROLE MEMBER 33 Education Officer KMEAMMEMBER 3 lt Not Assigned gt JIEROLEMEMBER4 gt Team Member4 ME
5. short format in your regional settings LANDSCAPE Section Break Landsc Section break set the remainder of the document to landscape mode LONG DATE System Tuesday January 20 20 Current date long format in your regional settings LONG TIME System 12 11 02 AM Current time long format in your regional settings MODULE System Name of current module The name of the current plan module Table of Contents 1 20 2009 PAGE BREAK System Page Break Inserts a page break into the plan PLAN System THE NAME OF YOUR P Name of the current plan taken from the file name PORTRAIT System Section Break Portrait Section break set the remainder of the document to portrait mode PROGRAM NAME System Binomial Pandemic Plann The name of this program PROGRAM VERSION 1 0 3272 24711 The version of this program ofl This is a very powerful tool that you will definitely want to use 6 2 EDIT SECTION The edit section tool is the way that text is edited in PlanBuilder Select a section from the left side menu and it is displayed in the center panel To 2011 07 26 Binomial PlanBuilder System User Manual 30 PlanBuilder edit the content select the edit selection from the right panel The section will then open in Word so that you can make your edits lolx File Edit View Insert Format Tools Table Help ISH BIEGRIFH4BBS 9 BYVORE GAMA 5 O ARa A4 Norma
6. becomes enabled if the information Is correct You can order your copy from e www binomial com or e by calling 1 877 246 6642 or e by calling 1 800 361 8398 e by faxing us at 928 441 4170 2011 07 26 Binomial PlanBuilder System User Manual 11 PlanBuilder 3 THE DESKTOP 3 1 THE OPENING SCREEN B The Name of Your Security Plan Binomial Security Planning System will be seen at the top of the screen On the left of the screen you will see the various modules todd aie ak i Pages Introduction Things to Know Objective ICK REFERENCE Front Pages j 0 2 oDe oo0088 E Objective of this Module her ind i i Bec Each of these can be expanded by clicking E Front Pages f on the plus sign An example is seen pup m gagacggacgaaan E Introduction i El Protection here lt q E Detection pt E Reaction BACKGROUND i E Front Pages i Introduction Elf Physical Security oo E Introduction pA El Security threats B 7 El Design Approach e E Protective Barrier E a amp Administra oe terior Protection 2011 07 26 Binomial PlanBuilder System User Manual 12 PlanBuilder 3 2 PLANBUILDER OPERATION Security Once PlanBuilder is installed there will be the PlanBuilder icon Sa on your desktop To run PlanBuilder either click on the PlanBuilder icon or follow the Start Programs Binomial Security Planning Sy
7. click on the section heading move the cursor to another section heading and then to the right clear of any words Release the button and the section will be moved and shifted to the right A section can also be promoted by drop in on the senior heading Note that all of these operations can happen within or across modules Note also that there is no undo function in PlanBuilder COPY AND PASTE Text can be copied just as you would normally do in Word 2011 07 26 Select a section Select edit section select the desired text in the Word panel Close the panel Go to the target section Select edit section Paste the save text Save the changed section Binomial PlanBuilder System User Manual 45 PlanBuilder 14 TECHNICAL SUPPORT Should you require further assistance or experience any problems with this product Binomial International can be contacted at the following Mail Binomial International 812 Proctor Avenue Ogdensburg New York 13669 Phone 613 692 4000 Fax 928 441 4170 email PlanBuilder binomial com sales support binomial com support World Wide Web http www binomial com We recommend that you purchase the annual support package which provides you with unlimited support and all upgrades The cost is 15 of the current product price Within your company you should designate someone as being the single point of technical contact This is a requirement for multi user and si
8. contains the information that you need to quickly prepare a Plan The advantages of PlanBuilder are 1 speed of development of your Plan 2 comprehensive content right out of the box 3 low price and 4 easy maintenance of your Plan After you have created the plan PlanBuilder is used to continue to maintain the Plan through modifying text and updating data 2011 07 26 Binomial PlanBuilder System User Manual 6 PlanBuilder 2 INSTALLING PlanBuilder PlanBuilder will self install Simply place the CD in your CD drive and close the door When you close the door on the CD the AutoRun program starts if your settings do not allow AutoRun to start then run the file Setup exe file in the root directory of the CD and follow the installation instructions The setup program will then install PlanBuilder on your computer i Binomial PlanBuilder for Business Continuity Oj x Welcome to the Binomial Plan Builder for Business AQ Continuity Setup Wizard The installer will guide vou through the steps required to install Binomial PlanBuilder for Business Continuity on your computer WARNING This computer program i protected by copyright law and international treaties Unauthorized duplication or distribution of thie program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Cancel You will have the option of selecting the dir
9. information our technical support team may need to diagnose a problem The support information can be easily copied to the clipboard and pasted into an email or support form 2011 07 26 Binomial PlanBuilder System User Manual 40 PlanBuilder 8 OUTPUT All of the output from PlanBuilder is through the button See section 6 6 in this manual Print Export Module 2011 07 26 Binomial PlanBuilder System User Manual 41 PlanBuilder 9 TABLE of CONTENTS The Tables of Contents are generated automatically when you print each module 10 SAMPLE DATA When PlanBuilder is installed the plan contains sample data to aid in understanding the formats When you are familiar with the program you should either start a new plan or delete the sample data to avoid confusion 11 FINISHING YOUR PLAN Now that you have generated the PlanBuilder Plan you need to finish it by customizing it for your situation This will involve the following e backing up your output files or copying them to another directory so that they are not inadvertently overwritten by a subsequent revision of the plan e reviewing the content of each of the sections you have included in the plan In attempting to satisfy the needs of a great many customers the PlanBuilder sections may contain too much detail or may not present the information quite the way you would Feel free to update the content however you like Note that you can use any languag
10. the lower left corner of your screen Unchecked text is grayed out 2011 07 26 Binomial PlanBuilder System User Manual 17 PlanBuilder 5 3 AUTOMATIC RENUMBERING OF SECTIONS In the on screen menu the sections are not numbered as in a regular Plan This is because your numbers if you omitted any sections would not be in the correct order So to overcome this the program automatically numbers all of the section that have been selected when the Plan is generated 2011 07 26 Binomial PlanBuilder System User Manual 18 PlanBuilder 5 4 MODULES Each module contains information required in the development of the Plan You may modify any of the text you can delete some of these modules and you can easily add more modules All of the modules begin with M EE Front Pages ven Title Page Approvals amp Distribution fa Contents The Title Page contains information on this module The method to edit this will be explained later in How to Edit Content The next sectionis Approvals amp Distribution APPROVALS eee DISTRIBUTION This lt MODULE module may have a restricted distribution lt PAGE BREAK This section is where to keep information on who has approved the content of this module and who has copies of this module The next section Contents TABLE OF CONTENTS contains the table of contents for this module This table of contents will be automatically generated 2011 07 26
11. 8 Module Additional Resources This module contains references to the external documents and procedures used during the preparation and maintenance of the plan or that may be required during its execution This section also contains links to Binomial resources on the internet for use with with this program 2011 07 26 Binomial PlanBuilder System User Manual 24 PlanBuilder a ADDITIONAL RESOURCES Front Pages Besse fa BINOMIAL RESOURCES Peen E lt ORGANIZATION gt RESOURCES Peen fa OTHER RESOURCES jere E ALTERNATE LOCATIONS jens E lt ORGANIZATION gt VITAL RECORDS hesen E CROSS TRAINING jeee fa NETWORK DIAGRAMS E AREA MAPS oat fa KEY HOLDERS bosses fa EMERGENCY EVACUATION PROCEDURES j fa EVALUATION OF CORPORATE THREATS Heeres E SITUATION REPORTS a ORGANIZATION CHARTS Often a plan will rely on documents which are already maintained elsewhere For example you probably already have good documentation explaining how to backup and restore your accounting system You may already have checklists used to identify vulnerabilities in various systems Assuming such documents are already stored in a secure location which will be available in an emergency you should not attempt to replicate such documents in your plan because you will then have to maintain two documents Instead you should include references to their location and content so that a person reading the plan during an emergency can identify and re
12. AM MEMBER amp lt Not Assioned gt x FROLE MEMBER 5 gt Team Member5 KMEAM MEMBER 5 gt lt Not Assioned gt x FROLE MEMBER 6 gt Team Members K TEAM MEMBER 6 gt lt Not Assioned gt x IEROLE MEMBER 7 gt Team Member K TEAM MEMBER 7 gt lt Not Assigned gt EROLEMEMBERS gt Team Members KMEAMMEMBER lt Not Assioned gt x FROLE MEMBER gt Team Member9 sss TEAM MEMBER 9 gt lt Not Assioned gt x Tip You only need to assign team members to team roles which are used in the plan __ Cancel hd X hd X 2011 07 26 Binomial PlanBuilder System User Manual 36 PlanBuilder 7 4 3 Tools Customize Plans This can be used to re run the original series of wizard dialogs shown when a new plan is created Customize Your Plan What is the formal name of the company or organization ii Formal way of referring to your organization E g Acme Widgets Intemational Inc Question 1 of 6 muh 7 6 HELP MENU In the left of the upper toolbar this shows the name of the plan that you are working on P THE NAME OF YOUR PLAN Binomial Pandemic Planning System UO This is name of the currently loaded plan You should always create a plan with a name that is meaningful to you In the lower right corner this tells you that this is a licensed copy of the program Licensed to Binomial International The name of the l
13. Plan x What is the organization s type e g company hospital department companyll Your type of organization Start with a lower case letter E g Question 3 of 6 Customize Your Plan Who commissioned the plan within the organization Senior Management Teaml ee ee apanan sponsoring the plan Can be left blank 2011 07 26 Binomial PlanBuilder System User Manual m What is the short or informal name of the organization Binomial Informal way of refering to your organization E g ACME Question 2 of 6 8 Customize Your Plan xj What is the location for which the plan is being prepared fe5 Albert Embankment London SE1 7TP This is the address or location for which the plan is being prepared E g a cia East Cheam London SM3 Question 4 of 6 8 Customize Your Plan Who is the person or group responsbile for preparing this plan Your Name Dee oth rape rt ar E aia plan used in module title pages Question 6 of 6 poo i _om PlanBuilder 4 2 OPEN With PlanBuilder you are able to manage several different plans This command is used to load the plan that you want to use 4 3 DELETE If you wish to delete a plan then delete it in Windows Explorer This is done to ensure that you really wanted to delete the plan Note that a plan that is currently open cannot be deleted 4 4 BACKUP PLAN It is important to back up your plan so that it isn t lo
14. Restoration Team 4h Logical Security Team M a Website Restoration Team RESPONSE TEAMS a Emergency Reaction Team ah Emergency Assessment Team fe Emergency Command Center Coordination Team di Response Administration Team fi fi H E Logistics Supplies Team Response Finance Team f Call Center Restoration Team M ah Facilities Maintenance Response Team fv amp Transportation Team MJ 4h Services Support Team Plant Restoration Team dh Relocation Team MJ ah Volunteer Coordination Team SALVAGE TEAMS MJ Damage Assessment Team Records Salvage Team MJ 4 Building Facilities Salvage Team M a Medical Facilities Salvage Team 4 4 Manufacturing Salvage Team 2011 07 26 Binomial PlanBuilder System User Manual 49 PlanBuilder APPENDIX 2 BACKING UP AND RESTORING PLANBUILDER PLANS You should ensure that the PlanBuilder Plan is included in your regular computer backup plans Do not try and copy a plan while it is open in PlanBuilder In addition to this backup you should make sure you have a copy of your license key and a copy of the appropriate PlanBuilder install program e g XYZPlanBuilderSetup msi in a safe place 2011 07 26 Binomial PlanBuilder System User Manual 50 PlanBuilder APPENDIX 3 Use this form to get each Team Leader to certify that their team is prepared TEAM CONTINUITY PLAN CERTIFICATION Business Team Date have
15. ation of a fully formatted document All businesses depend heavily upon information and the ability to process and analyze this information These businesses increasingly depend on computer supported information processing and telecommunications Technology and automated systems are often used to process and analyze information and their disruption for even a few days could cause severe financial loss and threaten the very survival of the business This dependency will continue to grow with the trend toward decentralizing information technology to individual organizations within companies The increasing dependency on computers and telecommunications for operational support poses the risk that a lengthy loss of these capabilities could seriously affect the overall performance of the company lf your staff cannot be at their place of business because of the effects of an unfortunate event such as a security breach a disaster or a pandemic then you will not be able to continue your business unless you have planned for this eventuality A Plan gives your company a competitive advantage because you will still be in business PlanBuilder is a menu driven system in Windows that helps you to produce such a Plan for your enterprise You decide which topics to include in your Plan and which databases to include and PlanBuilder will do the rest It is an automated system which will quickly and easily generate the components of your Plan PlanBuilder
16. be effective the plan must be exercised and staff must be trained The plan must also be maintained and updated and regular audits should be carried out This module contains the information that you need to make this happen El m e E RECURRING TASKS Af E Front Pages f El EXERCISING THE PLAN H El TRAINING M El MAINTENANCE M El AUDITING 2011 07 26 Binomial PlanBuilder System User Manual 22 PlanBuilder 5 5 6 Module Team Tasks This module describes what should be done now to increase your current security M El TEAM TASKS o E M E Front Pages H 4 E MANAGEMENT TEAMS H pA El MANAGEMENT SUPPORT TEAMS H pA E FUNCTIONAL TEAMS Fl E OPERATIONAL TEAMS lf El LT Teams fl El RESPONSE TEAMS a pe El SALVAGE TEAMS 2011 07 26 Binomial PlanBuilder System User Manual 23 PlanBuilder 5 5 7 Module Key Data This module contains the essential lists of information you need to prepare and execute your plan This area is a repository for critical information not easily available elsewhere Elf El KEY DATA ea v El Front Pages Motocltclsteicitelsaletclet E E E a ne ee a A Introduction Applications Building Plans Company Records Critical Functions Emergency Skills Hardware Alternative Work Sites Insurance Policies Key Customers Key Suppliers Other Assets Salvage Equipment Software systems Telephone List Vehide Information Vital Information 5 5
17. cument then copy and paste part of the document into each section You can then use the Break Apart function see right click context menu on the tree on the left hand side of the screen to create additional sections with copies of the document content Try to eliminate unnecessary formatting and styles before importing the document for best results only leave the Word Normal and Heading n styles in the document and remove any section numbering 3 De select sections using the tick boxes rather than deleting them This excludes the section from the published plan but allows you to copy content from the excluded section or re select it at a later date Support 1 For fastest response use the forms on the Binomial website to request support as these prompt you for all the information we need to handle your support request If you are able to use the program s Help Support menu item to access the website most of the required information will be automatically filled in The support URL is http Avww binomial com software support php 2011 07 26 Binomial PlanBuilder System User Manual 57
18. dd a Team By right clicking you have the option to add a team Be sure to position the cursor at the correct place in the plan 5 6 3 To Modify a Team To modify team text treat the sections as any other text 2011 07 26 Binomial PlanBuilder System User Manual 28 PlanBuilder 6 EDITING PlanBuilder has been designed so that all editing is done in Microsoft Word The huge benefits of this are the comprehensive formatting capabilities of Word The available actions are a Start Page goes to opening screen b Edit Section used to edit the sections in the place This is where most of your editing will be done c Add EditNotes used to add non printing notes shown in red on the screen d Choose Team used to work on individual teams e Manage Personnel to add edit amp delete personnel f Text Substitutions used to make macro substitutions of text g Print Export Module generates and prepares the i current module for printing h Quick Start manual for experienced users i View Manual detailed manual 6 1 TEXT SUBSTITUTIONS PlanBuilder has the capability of exchanging set fields with pre determined information The set fields have the format lt ALL CAPS gt An example is lt ORGANIZATION gt When PlanBuilder encounters this type of structure it searches through the text substitution table and makes the substitution to the name of your organizat
19. e MENU COMMANDS 7 1 FILE MENU 7 2 EDIT MENU 7 2 1 Text Substitutions 7 3 VIEW MENU 7 4 TOOLS MENU 7 4 1 Tools Manage Personnel 7 4 2 Tools Choose Team Members 7 4 3 Tools Customize Plans 7 6 HELP MENU 7 6 1 Help Menu 7 6 2 Help Getting Started 7 6 3 Help Online Manual amp Help 7 6 4 Help Web Tutorials 7 6 5 Help Web Resources 7 6 6 Help Web Support 7 6 7 Help Web Check for Updates 7 6 8 Help Web Purchase or Renew Support 7 6 9 Help Purchase Register 7 6 10 Help Enter License Info 7 6 11 Help About PlanBuilder OUTPUT TABLE OF CONTENTS SAMPLE DATA FINISHING YOUR PLAN ADDITIONAL INFORMATION TO INCLUDE IN YOUR PLAN ADVANCED TOPICS DRAG AND DROP COPY AND PASTE Binomial PlanBuilder System User Manual 4 42 42 42 44 45 45 PlanBuilder 14 TECHNICAL SUPPORT 46 APPENDIX 1 48 Teams to consider in your plan 48 APPENDIX 2 50 Backing Up and Restoring PlanBuilder Plans 50 APPENDIX 3 51 Team Continuity Plan Certification 51 APPENDIX 4 53 Installation Files What Is Installed Where 53 APPENDIX 5 54 Known Installation Issues 54 APPENDIX 6 55 Known Issues 95 APPENDIX 7 56 Troubleshooting 56 APPENDIX 8 57 Tips amp Tricks 57 2011 07 26 Binomial PlanBuilder System User Manual 5 PlanBuilder 1 THE PHILOSOPHY The PlanBuilder Binomial PlanBuilder Planning System program is used to create your Plan by assisting you in the selection of planning content and in the gener
20. e that you can enter and edit in Microsoft Word This is your plan If you did not select all of the PlanBuilder sections you may wish to revisit the sections you omitted It is also a good idea to generate the whole plan the first time you use the procedures so that you can view it and decide which sections you may not need 2011 07 26 Binomial PlanBuilder System User Manual 42 PlanBuilder A good plan is one that is practical and maintainable and maintained Plan maintenance includes ensuring that all procedures in the plan are kept up to date 2011 07 26 Binomial PlanBuilder System User Manual 43 PlanBuilder 12 ADDITIONAL INFORMATION TO INCLUDE IN YOUR PLAN Additional information you should consider including in your plan Alternate work locations Useful external telephone numbers References to related company plans and procedures Always ask yourself if a piece of information would be readily accessible during a Security If it might not be then it should be included in the plan 2011 07 26 Binomial PlanBuilder System User Manual 44 13 PlanBuilder ADVANCED TOPICS DRAG AND DROP Sections can be moved in PlanBuilder in two ways To move a section to elsewhere in your Plan left click on the section heading and move the cursor to another section heading The moved section will be inserted in front of the target heading To move a section to elsewhere in your Plan and demote tt left
21. eature is used to manage your personnel Key in the people who will be on your teams oI x Work Email piges KEE poeder mih ag 13 a z were woh ee ee Ames Aldrich Information 999 123 4567 Blunt Anthony Maintenance 999 123 4567 Burgess Guy Engineering 999 123 456 Hanssen Robert Information 999 123 4567 Har Mata Maintenance 999 143 4567 MacLean Donald IT 999 1273 4567 Pelton Ronald IT 315 123 4567 Philby Kim Communicat 999 123 4567 Walker John Information 999 1234567 Wright Peter Administration 999 123 4567 Yurchenko Vitaly Maintenance 999 123 4567 6 5 CHOOSE TEAM This feature has two functions The first is to decide what the roles of the team members should be The supplied roles are Team Leader Deputy Leader and Team Members but these may be changed The second function is to assign personnel who have been added in the above tool Manage Personnel to teams This selection process is done separately for each team 2011 07 26 Binomial PlanBuilder System User Manual 32 P Edit Team Assignments gt Personnel for Senior Management Team Macro Job Title EROLE LEADER Team Leader ROLE DEPUTY Deputy Leader ROLE MEMBER 1 gt Team Memberi ROLE MEMBER 23 Team Member2 ROLE MEMBER 4 gt Team Member4 FROLE MEMBER 5s Team Member5 ROLE MEMBER gt Team Member6 ROLE MEMBER gt Team Members ROLE MEMBER S gt Team Member9 PlanBuilde
22. ectory into which PlanBuilder will be installed The default directory is C Program Files Binomial International Inc Binomial PlanBuilder for Business Continuity but you can change this if you wish 2011 07 26 Binomial PlanBuilder System User Manual 7 You will be presented with this screen j Binomial PlanBuilder for Business Continuity F IOl x Binomial PlanBuilder for Business Continuity TAD Select the edition of Binomial PlanBuilder to install i Binomial PlanBuilder for Business Continuity Customer Information Enter your name and company or organization in the box below The installer will use this information for subsequent installations Name A Organizatior pe cet cet TH Enter the requested information 2011 07 26 Binomial PlanBuilder System User Manual PlanBuilder PlanBuilder When the program has finished installing the PlanBuilder window with the program icon is displayed 2011 07 26 j Binomial PlanBuilder for Business Continuity Oo x License Agreement Please take a moment to read the license agreement now IF you accept the terme below click I Agree then Nest Otherwise click Cancel BINOMIAL PLANBUILDER LICENSE Copyright The paragraphs information and documentation provided in this product are the property of Binomial International and as such are protected under international copyright laws The information stored
23. here are multiple topics to choose from 7 6 4 Help Web Tutorials This will link to tutorials on our websites to help answer your questions about PlanBuilder 7 6 5 Help Web Resources Choose this menu item to open your web browser and go directly to help areas with resource information on Securitys The Binomial website is at www binomial com 7 6 6 Help Web Support Use this menu item to visit the Binomial website to request technical support The program will automatically fill in the answers to some of the questions on the support form so this is the preferred method of obtaining technical support 7 6 7 Help Web Check for Updates This menu item visits our website to check if you have the latest version of PlanBuilder installed 2011 07 26 Binomial PlanBuilder System User Manual 39 PlanBuilder 7 6 8 Help Web Purchase or Renew Support Choose this menu option to visit our website to purchase a copy of PlanBuilder or to renew your support contract 7 6 9 Help Purchase Register Choose this menu option to visit our website to purchase a copy of PlanBuilder or to renew your support contract 7 6 10 Help Enter License Info Choose this menu option to enter or check your license and support contract information 7 6 11 Help About PlanBuilder This menu option displays an About dialog box with information about the PlanBuilder program The About dialog box has a support button which shows a dialog with lots of
24. icensed purchaser of the program will be here 2011 07 26 Binomial PlanBuilder System User Manual 37 PlanBuilder Click HELP on the toolbar for help contents index to help contents a link to the Binomial website and for registration of the program 7 6 1 Help Menu ae el ee S otal Fage JFEMENTS misk Assessment ACOONS WOW o Manual PDF Quick Start Guide PDF a m Use the Help menu to obtain information about or access on line help for PlanBuilder Start Page Displays opening screen Manual Displays the PDF version of this document Quick Start Guide Displays the Quick Start Guide Web Tutorials Displays tutorials Web Resources Shows security resources Web Support Launches your web browser and points it to the Binomial security support form Web Check for Launches your email client and creates a Updates new email addressed to us Web Purchase or Displays the registration dialog where you Renew Support can enter the codes that turn PlanBuilder into a complete system Purchase Register Displays version information for PlanBuilder Enter License Info About PlanBuilder 2011 07 26 Binomial PlanBuilder System User Manual 38 PlanBuilder 7 6 2 Help Getting Started Choose this menu item to display a point by point procedure for starting your new plan 7 6 3 Help Online Manual amp Help Choose this menu item to get e help about the current dialog box e alist of available topics when t
25. ion 2011 07 26 Binomial PlanBuilder System User Manual 29 PlanBuilder P Text Substitutions Macros i 10 x The text below will be substituted for macro lt NAME gt in the plan J Bond This is used on title pages to refer to the group or person sponsoring the plan Can b LOCATION 85 Albert Embankment L This is the address or location for which the plan is being prepared E g DHead Offic LONG ORGANIZATION Binomial Intemational This is the formal way of referring to your organization E g Acme Widgets Intemati ORGANIZATION U Binomial Intemational This is the informal way of refering to your organization E g ACME ORGANIZATION TYPE company This is used in the text to refer to your type of organization Start with a lower case le PREPARER Jeff Williams The name of the person or group responsible for preparing this plan used in module The ones that you will want to input are the name of your organization the name of the client for this plan the long or official name of your organization the short of common name of your organization your location the type of your organization company hospital government etc 0 In addition there are system defined fields that you should investigate as well P Text Substitutions Macros q 10 x M The text below will be substituted for macro lt NAME gt in the plan The table of contents of the current module Current date
26. l Arial 12 Blu E jE iii e H Y A B T This document has been assembled from established response procedures and z lt PREPARER s experience as well as a variety of local national and international sources for the purposes of developing a pandemic influenza business continuity plan for lt LONG ORGANIZATION c lt ORGANIZATION The information contained in this plan is current as of the date of preparation Esazma Once your edits are done select either the save changes button or cancel changes button to save or abandon the edits All of your edits in each section and team will be made in this manner 6 3 ADD EDIT NOTES This tool is used to add or edit notes to any section in the plan These notes only show on the screen but not in print They are meant to record some information or guides to help in the development of the plan FOUNDATION This module explains the objectives and the nature of the pandemic planning process These notes appear on the screen and do NOT appear in the printed plan i xi File Edit Notes on FOUNDATION This module explains the objectives and the nature of the pandemic planning process 2011 07 26 Binomial PlanBuilder System User Manual 31 PlanBuilder This example from the Foundation Module shows the notes in black as keyed in The notes in red show only on the screen 6 4 MANAGE PERSONNEL This f
27. m Files Binomial International Inc Binomial Security Planning system Microsoft Net libraries may also be installed during the installation process 2011 07 26 Binomial PlanBuilder System User Manual 53 PlanBuilder APPENDIX 5 Known Installation Issues The largest source of installation errors is truncated downloads from the Binomial website Check that the size of the file downloaded matches the size of the file specified on the download page During installation the install program may request that you install the Microsoft Net Framework A URL will be provided from which the framework may be downloaded and installed 2011 07 26 Binomial PlanBuilder System User Manual 54 PlanBuilder APPENDIX 6 Known Issues If Microsoft Word has an open dialog when the program is started the program will not be able to communicate with Microsoft Word an error message will be produced and the program will shut itself down On some Microsoft Word installations occasionally the main screen of the program will not redraw its display of the current section correctly Changing the selected plan section will refresh the display and clear this problem The main screen may not always be redrawn when the program does not have input focus i e is not the program you are currently interacting with When you click on the program s window to return input focus the screen will redraw Check the Read Me file included in your installa
28. ng plan Close Plan Closes current plan Recent Files Displays backed up plans to restore Exit Exits PlanBuilder 2011 07 26 Binomial PlanBuilder System User Manual 34 PlanBuilder 7 2 EDIT MENU Text Substitutions 7 2 1 Text Substitutions This command permits you to automatically change text in M The text below will be substituted for macro lt NAME gt in the plan the PlanBuilder text Select ie _ Edit Text Substitutions and LOCATION User 85 Albert Embankment L This is the addre D i LONG ORGANIZATION User Binomial Intemational This is the form this menu is displayed In the ORGANIZATION User Binomial This is the informal ORGANIZATION TYPE User company This is used in th Plan Builder text there are PREPARER User J Plan Preparer The name of the markers such as lt ORGANIZATIONS When the plan is generated this marker is replaced with the ae aaa 7 text you have in your MARKUP menu As shown Pa tet gt this marker will be replaced with Binomial You can add as many markers as you wish Any markers that are in the menu but not in the text are ignored In the example shown there is also a marker added to the text as lt LOCATIONS gt which would be replaced by Your Company Location at generation time See section 6 1 in this manual for a more detailed explanation of this feature 2011 07 26 Binomial PlanBuilder System User Manual 35
29. not purchased their own PlanBuilder license This manual applies to the following products e PlanBuilder for Business Continuity Planning e PlanBuilder for Security Planning e PlanBuilder for Pandemic Planning for all vertical versions of these systems 110803 2011 07 26 Binomial PlanBuilder System User Manual 2 PlanBuilder TABLE of CONTENTS 1 THE PHILOSOPHY 6 2 INSTALLING PLANBUILDER T7 2 1 Demo Version 11 2 2 Registration Dialog 11 3 THE DESKTOP 12 3 1 The Opening Screen 12 3 2 PlanBuilder Operation 13 4 TO CREATE A PLAN 15 4 1 New Plan 15 4 2 Open 16 4 3 Delete 16 4 4 Backup Plan 16 4 5 Master Plan 16 5 TEXT MODULES 17 5 1 PlanBuilder Text 17 5 2 Selecting text note lower left 17 5 3 Automatic renumbering of sections 18 5 4 Modules 19 5 5 1 Module Quick Reference 20 5 5 2 Module Introduction 21 5 5 3 Module Preparation 21 5 5 4 Module Response 22 5 5 5 Module Recurring Tasks 22 5 5 6 Module Team Tasks 23 5 5 7 Module Key Data 24 5 5 8 Module Additional Resources 24 5 5 9 Module Appendices 27 5 6 Module Teams 28 5 6 1 To Change the Name of a Team or Team Section 28 5 6 2 To Add a Team 28 5 6 3 To Modify a Team 28 6 EDITING 29 6 1 Text Substitutions 29 6 2 Edit Section 30 2011 07 26 Binomial PlanBuilder System User Manual 3 10 11 12 13 2011 07 26 PlanBuilder 6 3 ADD EDIT Notes 6 4 Manage Personnel 6 5 Choose Team 6 6 Print Export Modul
30. nt Recurring Tasks For the plan to be effective the plan must be exercised and staff must be trained The plan must also be maintained and updated and regular audits should be carried out These topics are covered in this module Appendices The Appendices Module contains useful information for carrying outt tasks in the plan including forms and checklists Planning Guide The Planning Guide module contains advice on how to write your security plan and how to choose suitable security policies PlanBuilder will start with a Sample Plan This plan will demonstrate some of the features of the software as it creates sample data 2011 07 26 Binomial PlanBuilder System User Manual 14 4 TO CREATE A PLAN 4 1 NEW PLAN To create a new plan select FILE NEW PLAN This command will open the new plan wizard and display the boxes as shown Fill in the information required and select OK PlanBuilder will open and load the last plan that was open when you last closed the program B Customize Your Plan PlanBuilder New Security Plan 2 xj Save in 5 Securty Plans Of gt m File name fa New Plan Save Save as type Security Plans sp X Cancel B Customize Your Plan What is the formal name of the company or organization Binomial Intemational Formal way of referring to your organization E g Acme Widgets Intemational Inc Question 1 of 6 Previous Finish B Customize Your
31. on disk and the documentation may only be copied by the onginal purchaser of same and only for the purposes of backup However the plan produced by this software may be used by the purchaser or for customers of the purchaser This means that you the purchaser may use this software for your own use orto create plans for the use of your customers but Do Not Agee j Binomial PlanBuilder for Business Continuity i Ioj xj Select Installation Folder The installer will install Binomial PlanBuilder for Business Continuity to the Following folder Ta install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files Binormial International lnc Binomial PlanBuilder for Bi Browse Disk Cost Install Binomial Plan Builder for Business Continuity for yourself or for anyone who uses this computer Evenone Just me Cancel 4 Back Binomial PlanBuilder System User Manual j Binomial PlanBuilder for Business Continuity mj x Confirm Installation The installer is ready to install Binomial PlanBuilder for Business Continuity on your computer Click Next to start the installation Cancel lt Back iis Binomial Security Planning System E G x Installation Complete Binomial Security Planning System has been successtully installed Click Close to exit Please use Windows Update to check for an
32. opy could get out of sync with the plan on the server If this happens you will receive an error message asking you to refresh your local copy Use the Refresh menu item on the View menu to refresh the local copy of the plan Binomial PlanBuilder System User Manual 47 PlanBuilder APPENDIX 1 TEAMS TO CONSIDER IN YOUR PLAN 2011 07 26 Binomial PlanBuilder System User Manual 48 PlanBuilder MANAGEMENT TEAMS N f Emergency Response Management Team H E A Steering Committee MANAGEMENT SUPPORT TEAMS MJ 4h Incident Information Team MJ a Plan Development Team f Situation Inspection Team ah Exercise Management Team FUNCTIONAL TEAMS MJ El FINANCE TEAMS EA E COMMUNICATIONS TEAMS A E ADMINISTRATION TEAMS OPERATIONAL TEAMS 4 a Call Center Team a Customer Support Team oM Order Administration Team M 4h Engineering Team MJ 4 Manufacturing Production Team M a Marketing Team f Sales Team HJ 4 e Business Team MJ ah Records Management Team MJ di Library Services Team FJ 4h Facilities Maintenance Team LT TEAMS 4 l Mainframe Teams MJ a Desktop Computing Devices Team WJ 4 Help Desk Restoration Team MJ Off site Data Storage Retrieval Team MJ Network Restoration Team 4h Voice Communication Restoration Team dh Server Hardware and Software Team 4 Data Center Operations Team MJ dh Database Administration Restoration Team MJ 4 e Business
33. provided the BCP coordination group with a current copy of my Team s continuity plan am satisfied that this version of our plan is complete accurate and up to date to the degree required for us to continue to execute our critical business processes in the event of a major disruption Plan Review Checklist Yes No _ This plan was reviewed within the last 30 days All members of my business team have a current copy of this plan New staff are briefed on the BCP and our team s specific plans Business characteristics processes and responsibilities have not materially changed since the last Business Impact Analysis Activities identified in our plan as Preparation tasks have been assigned to members of my team and are being maintained Dependencies on other teams assumed in our plan have been confirmed 2011 07 26 Binomial PlanBuilder System User Manual 51 PlanBuilder Essential materials required by my team are safely stored off site and have been recently reviewed for completeness and currency For any of the items you have checked No please indicate your plans Team Leader s signature 2011 07 26 Binomial PlanBuilder System User Manual 52 PlanBuilder APPENDIX 4 Installation Files What Is Installed Where This information is intended primarily for use by system administrators By default PlanBuilder installs a set of files under C Progra
34. r Macro Team Member TEAM MEMBER i lt Not Assigned gt qTEAMMEMBER 23 lt Not Assigned qTEAMMEMBER 22 lt Not Assigned l qTEAMMEMBER 4 lt Not Assigned gt x lt TEAM MEMBER 5 gt lt Not Assigned i it t d JTEAMMEMBER 62 gt lt Not Assigned gt lt TEAMMEMBER7 gt lt Not Assigned gt vl qTEAMMEMBER 8 lt Not Assigned gt tid qTEAMMEMBER S gt lt Not Assigned gt iti Tip You only need to assign team members to team roles which are used in the plan Note that the last option on the Personnel drop down is lt Add News This can be used to add a person to the plan without using the Manage Personnel dialog 6 6 PRINT EXPORT MODULE This feature is how you will be able to print your plan Select a module from the left side menu by highlighting anywhere within the module Then select this option from the right side panel The entire module will be generated in Word and the table of contents will be automatically selected Note that only the topics that you selected will be included and that the sections within the modules will be numbered correctly in the table of contents 2011 07 26 Binomial PlanBuilder System User Manual 33 PlanBuilder 7 MENU COMMANDS These are the Title Bar commands Each is explained below File Edit View Tools Help 7 1 FILE MENU Recent Files Exit File Commands Description New Plan Creates a new plan Open Plan Opens an existi
35. st with a computer problem You will be prompted to make a copy of your plan using Windows Explorer 4 5 MASTER PLAN You may have a situation in which you wish to create multiple plans within your organization but start from the same basis To do this first create a master plan starting from our PlanBuilder text then copy it to create a Starting point for your own plans 2011 07 26 Binomial PlanBuilder System User Manual 16 PlanBuilder 5 TEXT MODULES All of the modules have detailed content supplied 5 1 PLANBUILDER TEXT This is the supplied text in the PlanBuilder product To access these modules scroll down on the left of the page iac rit i Cort MIE 40 HS Ep t E M E EXECUTIVE SUMMARY B El Front Pages Bb E Introduction E Things to Know lees E Objective G A El QUICK REFERENCE H Front Pages Bh E Objective of this Module of E Where to Find It I fi El INTRODUCTION Ee El Front Pages E iio E Introduction ss E Protection l n E E Detection x E nA te Reaction er 5 2 SELECTING TEXT NOTE LOWER LEFT HH QUICK REFERENCE You select the text that you wish to Et 7 El Front Pages include in your plan by toggling the i oO E OBJECTIVE of this MODULE check mark in front of each text section e A E Where to Find It When you toggle a major section all sub sections belonging to it are also toggled You can see this happening in the progress bar at
36. stem PlanBuilder path The splash screen will be displayed briefly and the PlanBuilder desktop will open behind the splash screen The plan is divided up into modules each of which can be published separately There are twelve areas to the PlanBuilder desktop although you can add more Executive Summary The Executive Summary explains the nature of Security the motivation for Security planning and gives an overview of this plan Quick Reference This section has information that will be needed for a quick response to an immediate problem Introduction This section covers the rationale for emergency planning and your company s response Select or modify the sections you need based upon your analysis of the risks your company faces Background The Background Module contains a large amount of information on security and advice on reducing security risks Requirements The Requirements Module describes your organization s security requirements Risk Assessment The Risk Assessment Module contains your assessment of the risks facing your organization Actions Now 2011 07 26 Binomial PlanBuilder System User Manual 13 PlanBuilder The Actions Now module describes the immediate actions you plan to undertake to reduce security risks Team Tasks In this section you select the teams that will take part in the security process For each team you determine what that team will do before during and after a security incide
37. te discounts In this way you will develop the technical expertise within your company and will only need to contact Binomial only for situations that exceed that expertise It helps to have the skills in house when an incident happens 2011 07 26 Binomial PlanBuilder System User Manual 46 PlanBuilder 15 NETWORK INSTALLATION To run PlanBuilder on a network with each user sharing the same set of plans you need to perform the following steps 1 2011 07 26 Install a copy of PlanBuilder on each workstation on which it will be used Note that PlanBuilder cannot be run directly from the server because this will not correctly register the components used You should be a system administrator when performing the installation Create a directory on your file server We suggest using the name PlanBuilderData or PlanBuilderPlan for this directory Enable sharing for this directory restricting access to those users you wish to be able to modify your emergency Security plans Create a new plan using one of the desktops on which PlanBuilder is installed and save the new plan to the shared directory On each workstation run PlanBuilder Open the plan in the shared directory from the File menu All the workstations will now share a common PlanBuilder plan Note that for performance reasons each running copy of PlanBuilder keeps a local copy of parts of the plan structure If more than one person is editing the plan the local c
38. the rationale for emergency planning and your organization s response Select or modify the sections you need based upon your analysis of the risks you face a M E INTRODUCTION H p El Front Pages amo v El INTRODUCTION A E REPORT ORGANIZATION E PURPOSE OF RECOVERY PLANNING lt ORGANIZATIONS gt will be replaced with the name of your organization company hospital department etc when you generate the plan 5 5 3 Module Preparation This module covers the steps that must be taken to prepare for a disaster including vulnerability assessment preventative measures emergency communications administration and logistics a 4 Gl PREPARATION MH El Front Pages El PREPARATION V El EVENTS amp SITUATIONS TO BE CONSIDERED M E COMMUNICATIONS amp PUBLIC INFORMATION El CUSTOMER SERVICES l EMPLOYEE SERVICES A l ADMINISTRATION amp LOGISTICS v al OUTSIDE ASSISTANCE 2011 07 26 Binomial PlanBuilder System User Manual 21 PlanBuilder 5 5 4 Module Response This module gives an overview of your response to a disaster including determining whether the emergency response plan should be activated the activation of your emergency response plan and the follow up and evaluation following a disaster response ai l RESPONSE H p El Front Pages ET 7 E ASSESSMENT E M Gl RESPONSE E E FOLLOW UP AND EVALUATION 5 5 5 Module Recurring Tasks For a plan to
39. tion for the latest list of Known issues 2011 07 26 Binomial PlanBuilder System User Manual 55 PlanBuilder APPENDIX 7 Troubleshooting Q Most installation problems are caused by incomplete Internet downloads Check the size of the installation file against the size displayed on the web site Many problems can be resolved by re installing the software Problems with screen updating can often be fixed by simply selecting a different section on the left hand side of the screen the reselecting the original section Some badly behaved Microsoft Word Add ins can cause problems with PlanBuilder Try running Microsoft word with any add ins disabled to see if this cures the problem The Support Info button on the PlanBuilder About Box dialog will list all the Word add ins detected by the program The Word Add Ins dialog can be used to disable add ins If this proves to be the problem check with the supplier of the add in to see if a more recent version is available If the above does not resolve the problem please contact us at PlanBuilder_support binomial com 2011 07 26 Binomial PlanBuilder System User Manual 56 PlanBuilder APPENDIX 8 Tips amp Tricks some of these tips and tricks will probably only make sense once you are familiar with all the features of the program 1 Keep regular backups of your plan 2 If you wish to import a large document into PlanBuilder create one or more sections to hold the do
40. trieve the appropriate documents For resources of a general nature this module is the recommended place to reference these documents in your plan If the documents are on a web server you should include the complete URL in the plan PlanBuilder will recognize a complete URL e g http Awww example com and automatically generate a link to the website This allows you to quickly check that links are correct Using file URLs you can also refer to documents on a file server For example to refer to the file binomial release testing txt use the URL file oinomial release testing txt 2011 07 26 Binomial PlanBuilder System User Manual 25 PlanBuilder For resources specific to a team there is a trade off between ease of reference by the team during an emergency and ease of reference by the plan maintainer We recommend including the resource details in this module for centralized maintenance then referring to this section within the individual team plans 2011 07 26 Binomial PlanBuilder System User Manual 26 PlanBuilder 5 5 9 Module Appendices This modules references external documents and procedures which may be used during the preparation and maintenance of the plan or are required during execution of the plan El APPENDICES fl El Front Pages A E RISK PERSPECTIVES A E INFORMATION CATEGORIES OF URGENCY FA El THE BINOMIAL METHODOLOGY M El PLAN APPROACH H El EMERGENCY COMMAND CENTER FA
41. y critical updates to the NET Framework Eancel 2011 07 26 Binomial PlanBuilder System User Manual PlanBuilder 10 PlanBuilder Note that you need to have administrative privileges on XP Vista Windows 7 to install the software 2 1 DEMO VERSION PlanBuilder is installed as a demo version To make it into a full version select Help Registration and enter the numbers requested there The correct numbers will complete the registration If you do not have the registration numbers these may be obtained by placing an order for the system We accept purchase orders from recognized companies and credit cards through Google Checkout 2 2 REGISTRATION DIALOG The demo version of PlanBuilder enables you to view the Table of Contents of all of the plan and selected parts of the content but not to edit nor print any of the plan When you purchase PlanBuilder all of the rest of the content will be unlocked You will be sent a serial number user count and registration code Enter these values into the following dialog box in order to enable PlanBuilder License and Support Information License Information Licensed To Binomial Intemational Support Expires Saturday September 17 2011 m Enter your license information Licensed To Serial Number l Number of Users hi Renew Support Contract License Key Contact Binomial Save License Cancel The OK button only
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