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The Resilient Organization:
A Guide for Disaster Planning

and Recovery



Version 2.0, August 18, 2009

Copyright © 2009 TechSoup Global

This work is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported License.
You are free:




to Share — to copy, distribute, and transmit the work.



to Remix — to adapt the work.


Under the following conditions:



Attribution — You must attribute the work to TechSoup Global (but not in any way that suggests that we endorse you or your use of the work).




Share AlikeIf you alter, transform, or build upon this work, you may distribute the resulting work only under the same, similar, or a compatible license.

To view the full license, visit http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, CA, 94105, USA.


If you adapt all or part of this guide for a particular organization type, country, or disaster, we’d love to see it and, if applicable, publish it through our various channels. Send us an email at btc@techsoup.org.

Contributors

Andrew Conry-Murray

Elliot Harmon

Kevin Lo


Chris Peters

Bryan J. Sharkey




Partners

Cisco (http://www.cisco.com/)

Collaborating Agencies Responding to Disasters (http://www.cardcanhelp.org/)

ONE/Northwest (http://www.onenw.org/)



In This Guide

Introduction 6

Who Should Use This Guide 6

How to Use This Guide 7

Printing This Guide 7

Symbols in This Guide 8

Additional Resources 8


Part I: Preparing for Any Predicament 10

Chapter 1: Your Office Is Everywhere 11

Unified Communications 11

Evaluating Your Organization’s Needs 12

Selecting and Implementing a Unified Communications Strategy 12


Your Backup Web Presence 14



Chapter 2: Documentation and Your Master Key 16

Storing Your Documentation 17

The Master Key 17

Storing Your Documentation Online 19


Chapter 3: Remote and Local Backup 21

What to Back Up 21

Home Computers and Handheld Devices 22

Website 22

Documentation 23

Internal Data 23

Email 23

Bookmarks 23

Best Practices for Backup 24

Local Backup 25

Choosing Backup Hardware 25

Choosing Backup Software 26

Locating Files for Backup 27

Additional Backup Tools 27

Remote Backup 29

Choosing a Remote Online Backup Provider 30

Backing up Data on Mobile Devices 31

Alternatives to Regular Backups 31


Chapter 4: Privacy and Encryption 33

Are Web-Based Collaboration Tools Secure? 33

File Encryption in Microsoft Office 34

Adjusting File Permissions in Operating Systems 35

Protecting Constituents’ Personal Information 36

Chapter 5: Human-Made Disasters and Accidents 37

Protect Critical Organization Logins 37

End-of-Employment Policy 37

Disaster-Planning Checklist 39

Part II: Disaster Recovery 40

Chapter 6: Picking up the Pieces 41

Technology Triage 42

Reestablishing Communication 43

Telephone Communication 43

Internet Communication 44

Safety – For Yourself and Your Damaged Equipment 44

Hardware Recovery 45

Network Recovery 46

Local Area Networks 46

Internet Access 48

Sharing a Network 49

Dealing with Lost Passwords 51

Moving Your Website 52

Scenario 1: Website Is Down 53

Scenario 2: Email Hosting Is Down 54

Scenario 3: No Access to Records 55

Filing Insurance Claims 55


Chapter 7: Tips for Reviving Broken Computers 57

General Data-Recovery Tips 57

Real-Life Data Recovery Tips 57

Microsoft XP Disaster Recovery Tools 58

Windows XP Recovery Tools and Features 59

Chapter 8: Borrowed, Donated, and Free Technology 61

Donated and Discounted Technology 61

TechSoup Software and Hardware Programs 61

Discounted Software Alternatives 62

Borrowed Technology 62

Setting Expectations with the Lender 62

User Accounts 63

Firewall and Virus Protection 63

Transitioning to New Equipment 63

Free Technology 64

Open-Source Software 64

Web Applications 64



Chapter 9: Post-Disaster Operations Analysis 65

People and Deliverables 65

Operations 67

Communications 68

Business Impact Assessment Questionnaire 69

Workflow Relationships 73

Vital Records 73







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