Configuring an Instance for Offline Access

This feature requires a license, which is included in the license of your solution. You must enable offline access for each instance.

You must enable Offline access in the Archer Control Panel before you can configure it in Archer. This feature requires Microsoft Sync Framework. For the supported and qualified software and environments, see Archer Qualified and Supported Environments on the Archer Community. (https://www.archerirm.community/t5/platform-use-case-documentation/archer-qualified-and-supported-environments/ta-p/568750)

Offline access requires database owner credentials to provision the instance database. Archer provisions the instance database for you when you enable or disable offline access in the Archer Control Panel. See the instructions below for details.

Certain asynchronous jobs are only supported for offline access.

Archer must be allowed to create XML jobs. If your system is configured for file creation restrictions, you must update File Creation Restrictions accordingly to support offline access.

  • If you configure the list of untrusted sites, be sure to exclude the .xml file extension.
  • If you configure the list of trusted sites, be sure to include the .xml file extension.

On this page

Disable offline access for an instance

  1. On the General tab, go to the Offline Access section.

    1. Open the Archer Control Panel.
    2. From the Instance Management list, double-click the instance.
  2. In the Offline Access field, clear Enable Offline Access.
  3. On the toolbar, click Save.

Enable offline access

  1. On the General tab, go to the Offline Access section.

    1. Open the Archer Control Panel.
    2. From the Instance Management list, double-click the instance.
  2. In the Offline Access field, select Enable Offline Access.
  3. On the toolbar, click Save.