Managing Instances from the Instance Menu

The Instance menu opens from an instance node under the All Instances node from the Instance Management list.

Right click the instance node to display the following menu options:

• Rename Instance
• Delete Instance
• Move Instance to Group
• Update License Key
• Rebuild Search Index
• Refresh Index in Place
• Rebuild Elasticsearch Index
• Change SysAdmin Password
• Change Service Password
• Export Instance

Delete an instance

1. From the Instance Management list, click Delete Instance.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
   4. Click Delete Instance.
2. Click Yes to delete specified instance.

Move an instance to a group

1. Open the Archer Control Panel.
2. From the Instance Management list, right-click the instance in the list.
3. Click Move Instance to Group.
4. Click the group to which you want to move the instance.

Update the license key

1. Right-click the instance you want to update and click Update License Key.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
2. Update the information for Serial Number, Contact Info, Activation Method.
3. Click Activate.

Rebuild the search index from the Instance menu

1. Open the Archer Control Panel.
2. From the Instance Management list, right-click the instance in the list.
3. Click Rebuild Search Index.
4. Click Yes to run the rebuild process.

Refresh the index in place

Note: Refresh Index in Place is only available for Lucene.

1. Click Refresh Index in Place for the instance you want to update.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
   4. Click Refresh Index in Place.
2. Click Yes to run the refresh process.

Rebuild the Elasticsearch index from the Instance menu

1. Open the Archer Control Panel.
2. From the Instance Management list, right-click the instance in the list.
3. Click Rebuild Elasticsearch Index.
4. Click Yes to run the rebuild process.

Change the SysAdmin password

1. Click Change SysAdmin Password of the instance you want to update.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
2. In the New Password field, enter the new password for the system administrator.
3. In the Confirm Password field, re-enter the password exactly as you entered it in the previous step.
4. Click Save.

Change the Services Account password

1. Click Change Service Password for the instance you want to update.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
2. In the New Password field, enter the new password for the Service Accounts.
3. In the Confirm Password field, re-enter the password exactly as you entered it in the previous step.
4. Click Save.

Export a decrypted instance

The file exports in XML format.

1. Select Export Instance, then click Export Decrypted.

   1. Open the Archer Control Panel.
   2. From the Instance Management list, double-click to expand the Instances list.
   3. Right-click the instance that you want to update.
2. In the Save in field, select the folder in which you want to save the exported file.
3. In the File Name field, enter the name you want to give the exported file. By default, the file name is the same as the instance.
4. Click Save.

Export a partially encrypted instance with key

The file exports as a .zip file that contains an XML file and a key file. The instance database connection string and Services Account password are encrypted in the XML file. The key file contains the decryption key.

1. Open the Archer Control Panel.
2. From the Instance Management list, right-click the instance in the list.
3. Click Export Instance.
4. Click Export with Key.
5. In the Save in field, select the folder in which you want to save the exported file.
6. In the File Name field, enter the name you want to give the exported file. By default, the file name is the same as the instance.
7. Click Save.