Archer Advanced Workflow Content Assistant for On-Premises

1. Log in to the host machine as an Administrator.

2. Verify that the Configuration Service is running. If the Configuration Service is not running, start it.

   Note: If you are installing the AWFCA on a standalone client, skip to step 3.

   To verify the status of the Configuration Service, or to start the Configuration Service, do the following:

   1. Open the Services window on the host machine by navigating to Start > Administrative Tools > Control Panel > Services.

   2. Locate the Configuration Service in the displayed list. If the Configuration Service is running, the status column displays Running on the same row where the Configuration Service is listed. If the status column row is blank, the Configuration Service is not running and you need to start the Configuration Service. To start the Configuration Service, do the following:

      1. Locate the ArcherTech.Services.ConfigurationService.exe file on the host machine.

      2. Right-click the executable file.

      3. Follow the prompts.

3. Double-click the AWFCA icon to start the application.

4. On the AWFCA login screen, use the drop-down menus to enter the information for each field.

   For Archer Versions Prior to 2025.12

   • Archer Instance: Select the Archer Instance

   • SQL Server Name: (automatically populated when the Archer Instance is selected)

   • Database Name: (automatically populated when the Archer Instance is selected)

   • Username: Your Archer ID

   • Password: Your Archer password

   For Archer version 2025.12 and later

   Authentication uses a Personal Access Token(PAT) instead of username and password.

   Before launching AWFCA, configure a PAT in the system Environment variables.

   • Environment Variable Key : <ArcherInstanceName>_PAT

   • Environment Variable Value: Personal Access Token generated in Archer. eg: ArcherProd_PAT

   After configuring the environment variable, enter the following on the login screen.

   • Archer Instance: Select the Archer Instance

   • SQL Server Name: (automatically populated when the Archer Instance is selected)

   • Database Name: (automatically populated when the Archer Instance is selected)

   • Base URL : Enter the Archer Base URL

    

Note: Each imported CSV file can contain up to 5,000 records.

1. Under the Import section, select either Cancel or Enroll for the function you want to perform with the AWFCA. You can only select one function for each process cycle. Cancel is selected by default. You must always use a tracking ID for the AWFCA to enroll or cancel jobs regardless of what field type you are using as the key field.

2. To bulk cancel or to bulk enroll jobs, select the CSV file containing the target records and import into AWFCA. Before importing the CSV file, edit the file content to remove any field names or labels that exist within the data. Once the CSV content is successfully imported, it is listed in the Display section.

   Note: If content is not selected by default in the Select column after importing the CSV file, the status of the record is not ready for cancellation or enrollment.

3. Select which content you want to include in the process. For each update process, you can only select the Cancel option or the Enroll option, not both.

   • To select all content listed in the Display section, click the Select All button. All checkboxes next to the displayed content are selected, indicating that those items are to be included in the process.

   • To clear all content listed, click the Clear All button to clear all of the checkboxes. All checkboxes next to the displayed content are cleared, indicating that those items are not to be included in the process.

   • Content can also be selected or cleared individually by clicking the checkbox next to each item.

5. 1. Log in to the host machine as an Administrator.

   2. Locate the ArcherTech.Services.WorkflowService.exe file on the host machine.

   3. Right-click the executable file.

   4. Follow the prompts.

Note: When enrolling jobs, always use a tracking ID configured for the system ID, regardless of the field selected as the key field.

1. Click Cancel Advanced Workflow Jobs to cancel the selected jobs or click Enroll to enroll the selected jobs.

   • If you selected Cancel in the Import section, the content listed in the Display section will be canceled if the checkbox next to the job is selected.

   • If you selected Enroll in the Import section, the content listed in the Display section will be enrolled if the checkbox next to the job is selected.

2. Select either Yes or No on the confirmation pop-up window.

3. • Click Yes to proceed with the function selected. If yes is clicked, all selected items are included in the process. A progress bar indicates the status of the procedure.

   • Click No to stop the function selected.

     Note: Depending on the version of Archer you are using, a successful cancellation procedure is indicated in the Job Status column by a status of Canceled or Complete. Successful enrollment procedures are indicated by a Job Status of Complete. The Process window also displays a ratio of completed jobs (for example, 26/26 have been successfully enrolled).

Upon successful completion, the Process Log Export link is enabled, and a count ratio of successful jobs is displayed.

1. Click the Process Log Export link to display the Save As window.

2. Save the log file as a text (.txt) file or as an Excel (.xlsx) file in any location you choose.

User has included more than 5,000 records in the imported CSV file batch. The process will fail if more than 5,000 records are imported per batch. Reduce the import file to 5,000 records or fewer and begin the process again.

Not all the selected jobs were successfully canceled (for example, 350/400 jobs have been canceled). In this scenario, a log file is created, displaying basic information on the records that failed. The log file includes:

• The Content ID of the record which failed.

• The error message back from the Advanced Workflow Service and why it failed.

• The log file name and the error message explaining the job failure.

If Content ID does not exist in the application, verify that the content ID in the CSV file matches the key fields in the application or questionnaire. If the content no longer exists (if it was deleted), delete the content ID in the file and re-import it.

Verify that the ArcherWorkflowService is running on the configuration server.

• If the workflow service is running, a status indicator of Service is running displays next to the Check Advanced Workflow Service button.

• If the workflow service is not running, an error message displays. 

• If the workflow service window is not running, start the workflow service by following these steps:

  1. Log in to the host machine as an Administrator.

  2. Locate the ArcherTech.Services.WorkflowService.exe file on the host machine.

  3. Right-click the executable file.

  4. Follow the prompts.

If Archer Advanced Workflow Configuration does not allow for re-enrollment, check the Allow Re-Enrollment box in the Advanced Workflow Designer for your application or questionnaire.

Attempting to enroll or cancel the same record set while two or more instances of the tool are running simultaneously will cause a failure.

Stopping the Advanced Workflow Service before the cancellation or enrollment process has completed will cause a failure of the AWFCA.

1. Locate the AWFCA application file on the server or on the stand-alone client where the AWFCA application is installed. The default location is Control Panel > Programs > Programs and Features. Depending on the operating system (OS) being used, Control Panel is available from the Start menu or from the Administrative Tools menu.

2. Right-click the AWFCA application file.

3. Click Uninstall.

1. Download the correct installation file (Setup.msi) for your Archer Platform Release.

   Note: There are multiple versions of the installation file for multiple versions of Archer. Please refer to the application menu and download the installation file version that is associated with the version of Archer you are using.

2. Double-click the AWFCA.Setup.msi file to install AWFCA.

3. Follow the installation wizard.

4. Select the installation folder and user permissions.

   1. The default installation path displays C:\Program Files\Archer\AWFCA. You can change this during installation. Optionally, click Browse and select a different location.

   2. Select either the Everyone radio button or select the Just me radio button. Different AWFCA icons are installed on the desktop or on the Start menu depending upon which radio button option is selected.

   3. Click Next.

5. Click Next on the Confirm Installation window to start the installation.

6. On the Installation Complete window, click Close.

To install the Archer Advanced Workflow Content Assistant on a standalone client, edit the config file and install the Archer Configuration Certificate by completing the following instructions.

1. Navigate to: C:\ProgramFiles\Archer\AWFCA\Integration.AWFCA.exe.config.

2. Open as Administrator in Notepad.

3. Update the Config Service URL to the correct IP address

4. Install Archer Configuration Certificate by adding the certificate to the Personal Certificate Store on the client machine.