PowerProtect Data Manager 19.16 for Cyber Recovery User Guide

Managing Sheltered Harbor financial institutions

Define a financial institution, which is required to create and run a Sheltered Harbor policy action. It is also required if you plan to change a non-Sheltered Harbor policy to a Sheltered Harbor policy. The non-Sheltered Harbor policy must not have any copies.

1. From the Main Menu, select Infrastructure > Sheltered Harbor.
   The Financial Institution pane is displayed.
2. Do one of the following:
   1. To add a financial institution, click Add.
      The Add Financial Institution page is displayed.
   2. To modify an existing financial institution, select the financial institution and click Edit.
      The Edit Financial Institution page shows the current license details.
3. Under License Details, do either of the following:
   • To add a new financial institution, click Choose File and select the JSON license file to add the Sheltered Harbor license. Go to step 4.

   • To update the license for an existing financial institution, click Choose File and select the JSON license file to update the Sheltered Harbor license. Go to step 5.

     NOTE:For an existing financial institution, the existing fields typically do not need to be modified. However, if you must modify a field, click Show Advanced Settings to access the institution details fields and go to step 4.
   After you select a license file, the software verifies the license and displays an informational message that indicates success. If the license is not valid, the software displays an error message.
4. Complete the following fields in the dialog box:

   Table 1. Financial institution fieldsThe two-column table lists the fields for defining a financial institution in the first column and the corresponding descriptions in the second column.

   Field	Description
   Institution ID Type	Select the identifier for the financial institution from the drop-down list: 1-Bank 2-Credit Union 3-Broker
   Registration ID	Enter the registration ID that the Sheltered Harbor Monitoring Log provides as a part of the registration process.
   Key-encrypting Key – Public	Enter the location of the public encryption key, which is a .pem file, which is used to encrypt the archive encryption key.
   Key-encrypting Key – Private	(Optional) Enter the location of the private encryption key, which is a .pem file, which is used to decrypt the archive encryption key during the data recovery test.
   Envelope Signing Key – Private	Enter the location of the private signing key, which is a .pem file, which is used to digitally sign the secure envelope.
   Envelope Signing Key – Public	(Optional) Enter the location of the public signing key, which is a .pem file, which is used to validate the secure envelope signature during the data recovery test.
   Primary Email Address	Enter the primary email address to receive a report when a Sheltered Harbor policy is completed.
   Secondary Email Address	Optionally, enter a secondary email address to receive a report when a Sheltered Harbor policy is completed.

5. Click Save.
   The Financial Institution table lists the financial institution object.
6. To remove a financial institution, select the financial institution and then click Delete.
   NOTE:You cannot delete a financial institution if it has an associated Sheltered Harbor policy.
7. To capture information about all the financial institutions in a .csv file, click Export All.
   The Cyber Recovery software downloads the financialInstitutions.csv file.