Installing and Setting Up ESG Disclosure Management

Complete the following tasks to install the Archer Disclosure Management use case.

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Task 1: Prepare for the installation

  1. Ensure that your Archer system meets the following requirements:

    • Archer Platform version 2024.03.
    • Valid license for Archer Disclosure Management 2024.03.
    • You have already installed the following use case: ESG Management.
    • A license that includes access to Engage.
    • A user account on the Platform with access rights to the Data Feed Manager.
    • User account on the Archer Community to download the use case files.

  2. Download the use case file(s) from the Archer Community.

    • Archer_2024_03_ESG_Disclosure_Management_Use_Case_Package.zip

    Note: Data feeds are included in the package file.

  3. Obtain the Data Dictionary for the use case by contacting your Archer Account Representative. The Data Dictionary contains the configuration information for the use case.
  4. Read and understand the Packaging Data section of the Archer Platform Help.

Task 2: Update the license key

You must update the license key if you are installing a new application, questionnaire, workspace, or dashboard.

The administrator (a web or database administrator) on the server on which the Archer Control Panel resides must update the license key in the Archer Control Panel before the application package is imported in order for the new items to be available for use.

  1. Open the Archer Control Panel.
  2. From the Instance Management list, click to expand the Instances list.
  3. Right-click the instance that you want to update, and click Update License Key.
  4. Update the applicable information: Serial Number, Contact Info, and Activation Method.
  5. Click Activate.

Task 3: Install the packages

Installing a package requires that you import the package file, map the objects in the package to objects in the target instance, and then install the package. See Installing the Package.

Task 4: Perform post-installation cleanup

The package installation does not update some attributes of objects, or delete obsolete objects that are not included in the current solution. Compare the objects in your database with the information in the Data Dictionary to determine which objects are obsolete or have been updated. See Post-Installation Cleanup.

Task 5: Set up data feeds

You must import and schedule each use case data feed that you want to use. See Setting Up Data Feeds.

Task 6: Test the installation

Test the Archer Disclosure Management use case according to your company standards and procedures, to ensure that the use case works with your existing processes.