Creating the Archer Instance

You create instances in the Archer Control Panel and then designate 1 of them as the default instance for all users.

Task 1: Start the Archer Queuing service

  1. Go to Start > Services to open the Services window.
  2. In the Archer Queuing list, verify that the Archer Queuing service is running.
    • If the service is running, skip to Task 2.
    • If the service is not running, continue to Step 4.
  3. Right-click Archer Queuing.
  4. Click Start.

Task 2: Create the default Archer instance

Complete all tasks. See the Archer Control Panel Help on Instance Settings for step-by-step help. Access the Archer Control Panel Help by clicking the question mark icon in the upper right hand corner.

The following table describes the Archer Control Panel Help topics for the different instance tabs in the Archer Control Panel.

Instance Tab

Required

General

Configuring an Instance for Notifications (Default From Address)

Configuring Logging Rules (Override)

Configuring the Default Locale and Time Zone (Override)

Designating the File Repository Path for an Instance

Designating Search Index Path and the Queuing Server for an Instance

 

Web

Designating the Base and Authentication URLs for the Web and Advanced Workflow Application

Database

Configuring the Instance Database Connection String and Pooling Options

Accounts

Changing SysAdmin and Service Account Passwords