Disaster Recovery Project Plan

Disaster Recovery Project Plan

Objective

Demonstrate that we will be able to process a payroll from a server that is not located in City Hall in the event that a disaster renders the RWCUniverse1 server unavailable.

Roles and Responsibilities

• Stakeholders:

Finance Director – wants to be sure employees can be paid in the event of a disaster

Employees – want to be paid in the event of a disaster.

Payroll Clerk – wants to be able to process a payroll in a manner that has the least disruption in work flow.

Burlingame Finance staff – want to see if the plan is successful to determine if they can mirror the plan.

• Primary Participants:

Faith Marte Kroeger, Supervising IT Analyst (rev. 06-14-06) Laure Hansen, Supervising I.T. Analyst – will be responsible for overseeing the Financial software related processes, including the Linkup system, all the payroll processing options, and the ability to successfully transmit an auto deposit file.

Ashu Tikekar, Supervising IT Analyst – will be responsible for setting up the hardware components, including RWCUniverse2, the backup Linkup system, assuring that backups are successful, assuring that data can be successfully restored onto RWCUniverse2, users are able to connect and login to RWCUniverse2, printers are properly defined, and shared drives are properly mapped on designated workstations.

Gina Clark , Payroll Clerk – will be responsible for running the payroll processes and confirming that the expected results are achieved. This includes verifying the number of payroll checks, deposit slips, and that the auto deposit file created has the correct number of payees. All report totals will also need to be verified and balanced.

Scope

• Business Need:

In the case of a disaster that renders the City Hall Financial system unavailable, there is defined methodology or procedure that will enable us to begin running our Financial processes quickly. The key Financial process that needs to be restored quickly is the processing of payroll. The scope of this project is centered on this one process.

• Benefits:

The successful completion of this project will result in having an infrastructure in place that will facilitate a rapid disaster recovery of the core Financial system. The successful completion of this project will enable us to pay employees at a time when they may be working long hours to recover from a disaster. Once we know we are able to process a payroll, we will be able to quickly proceed onto running other key financial processes.

• Project Objectives and Scope:

The project objective is to successfully process a payroll on the RWCUniverse2 server located in Burlingame. We will process this payroll from a workstation that is not physically located in City Hall. We will demonstrate that we can enter and modify timecards. We will run a payroll calculation. We will print both paychecks and deposit slips. We will create an auto deposit file. We will prove that we can connect to the Wells Fargo web site to transmit the auto deposit file. However, we will not actually transmit the file. We will produce all the standard payroll reports and verify that the report totals match the expected outcome.

The following items are excluded from the scope of this project: We will not import the Web pay stubs to a secondary Web server. As a result the Web pay stubs will not be available on the intranet. As noted, we will not actually transmit an auto deposit file to the bank. Our starting point will be a completed timecard file for the test pay period. We will not have Gina re-enter all the timecards for the test pay period. We will just verify that she can enter a new timecard and modify an existing timecard. We will not distribute the departmental payroll reports via the intranet since a secondary intranet server has not been established.

• Key Milestones:

1)Successfully restore data from RWCUniverse1 to RWCUniverse2.

2)Verify that users are able to successfully login to RWCUniverse2.

3)Verify that the printers are working properly.

4)Verify that the backup Linkup system can successfully retrieve data from RWCUniverse2 and successfully print checks from the backup Linkup system.

5)Successfully copy the Tcards1225, Pay.Master1225, Deductions.1225, Leave.Accrual1225 files from RWCUniverse1 to RWCUniverse2 on 01-11-06.

6)Successfully run all the payroll processes.

7)Successfully connect to the Wells Fargo web site from a workstation that is not physically located in City Hall.

8)Produce checks and deposit slips from the test payroll run on the backup Linkup system.

9)Compare all report totals from the test payroll with the12/25/05 payroll run.

Timeline / Task / Person Responsible / Expected Outcome
Begin by 12-12-05
Complete by 12-30-05
Estimated Hours: 1 / Setup Linkup Workstation in Burlingame / Michael / Workstation is setup in Burlingame and successfully boots up. Workstation must have a drive mapped to the Linkup folders on RWCUniverse2.
Begin by 01-03-06
Complete by 01-06-06
Estimated Hours: 2 / Confirm that payroll printer IP address on RWCuniverse1 points to the Burlingame Finance printer / Faith and Michael / The printers defined as the Payroll printer, Finance printer, and PR0 printer must have an IP address that points to the Burlingame Finance printer. Test printouts directed to the Payroll, Finance, and PR0 printers should come out on the Burlingame Finance printer.
Begin by 01-03-06
Complete by 01-06-06
Estimated Hours: 8 / Install Linkup and make sure a checks file prints properly.
If we are unable to successfully install the Linkup software, Standard Register will be contacted to install the software. Additional time and cost may be incurred. / Faith and Michael / A test payroll file will be successfully on RWCUniverse2 by the Linkup system and printed with the correct fonts and sigantures.
Begin on 01-06-06
Complete on 01-06-06
Estimated Hours: 4 / Refresh data from RWCUniverse1 to RWCUniverse2 / Michael / The number of files in the Pay account on RWCUniverse1 will match the number of files restored onto the Pay account on RWCUniverse2.
Begin on 01-11-06
Complete on 01-11-06
Estimated Hours: 3 / Copy Tcards1225 to Tcards, Pay.Master.1225 to Pay.Master, Deductions.1225 to Deductions, and Leave.Accrual1225 to Leave.Accrual file from RWCUniverse1 to RWCUniverse2 to prep for Gina’s processing / Faith / The number of records and key totals from the named files on RWCUniverse1 will match the number of records and key total from the named files on RWCUniverse2.
Begin on 01-13-06
Complete by 01-15-06
Estimated Hours: 10 / Gina runs payroll processing options, prints payroll checks and deposit stubs in Burlinagme. Gina confirms that she can get to the WFB website to transmit the auto deposit file. Gina compares all payroll reports totals with actual totals for the 12-24-05 payroll / Gina / Gina will successfully run all the payroll processing options. Checks and deposit slips from the test payroll run will be successfully printed on the backup Linkup system. Gina will connect to the Wells Fargo Bank web site from Burlingame. The report totals from the test payroll will match the report totals from the12/25/05 payroll. The labor posting totals for the test payroll will match the labor posting totals of the 12/25/05 payroll.

Rev. 06-14-06 LAH: for more recent history, please refer to the Payroll DR History documentation

Universe 10.1.11 Upgrade

Timeline / Task / Person Responsible
Complete by 12-15-05 / Copy all Compile.All and Catalog.All vocs from RWCunivese1 to DevUV / Faith
Complete by 12-15-05 / Install Universe upgrade on DevUV / Faith
Complete on 12-15-05 / Run Compile.All and Catalog.All on DevUV in all accounts / Faith
Complete by 02-23-06 / Identify any problems encountered running Universe 10.1.11 on DevUV and resolve problems / All Software Developers
Complete by 02-23-06 / If test on DevUV is satisfactory, confirm that Compile.All and Catalog.All on RWCUniverse1 is complete / All Software Developers
Complete on 02-24-06 / Lock all users off system and confirm that backup was successful / Faith and Ashu
Complete on 02-24-06 / Install Universe 10.1.11 upgrade on RWCUniverse1 / Faith
Complete on 02-24-06 / Run Compile.All and Catalog.All in all accounts and confirm that there are now errors. Run tests to confirm that data entry screens work properly and that reports run correctly / All Software Developers
Complete on 02-25-06 / Allow users to access to RWCUniverse1. / Faith