Upgrading All Components

Upgrade all components at the same time to ensure that your instance database is also upgraded.

Important: Run this upgrade on a Web Server or a server running IIS. Only run this upgrade once for upgrading the instance database. Follow the instructions for upgrading the other components at their respective web or Services Servers. See Upgrading the Web Servers and Upgrading the Services Servers.

On this page

Task 1: Prepare the installer package

  1. Download the Archer installer package from Archer Community.

    https://www.archerirm.community/

  2. (Optional) Verify that you have downloaded the installer package correctly by comparing the checksum values from your downloaded Archer files to the checksum values for your Archer Platform version displayed on the download page.

  3. Use the Run as Administrator option to extract the installation package on the server to a location that is accessible to other servers.

  4. Back up the instance and configuration databases created during the server preparation process. This process ensures that your data is current so that you can recover it if necessary.

Task 2: Stop all Archer Jobs

This task stops processing of new jobs while allowing currently running jobs to process. Jobs in progress and their associated child jobs can finish processing.

Archer Folder Namei

  • For new Archer installations of release 6.14 Patch 1 and later releases, the RSAArcher folder in file paths has been changed to Archer. For example: c:\program\Archer

  • For upgrades of Archer, the RSAArcher folder renames unchanged. For example: c:\program\RSAArcher

  1. Run the Archer Control Panel as Administrator (Archer Control Panel\ArcherTech.ControlPanel.exe).

  2. Go to the Servers tab.

    1. From the Plugins menu, select Job Engine Manager.

    2. Click Servers.

  3. Click Discontinue Job Processing.

  4. In the Actions pane, click Save.

Task 3: Stop all Archer services except Archer Configuration service

This process ensures that all Archer services are stopped but the Archer Technologies Archer Configuration service continues to run.

  1. Run Windows Services as Administrator.

  2. Scroll until the Archer Technologies Services appear.

    1. Right click each Service in turn.

      Note: Do not select Archer Technologies Archer Configuration service.

    2. Select Stop.

Task 4: Shut down Archer

This process prevents access to the Archer website during the upgrade.

  1. Open a command prompt.

  2. In the Open field, enter:

    iisreset /STOP

  3. Press Enter.

Task 5: Run the installer as Administrator

Run the installer on all Web and Services servers. 

  1. Open the installation folder, and right-click ArcherInstall.exe.
  2. Select Run as Administrator.
  3. Click OK.
  4. Select the appropriate language for the installer to use.
  5. Read the license agreement, and select I accept the terms in the license agreement.
  6. Read the Diagnostics and System Data License.
  7. Click Next.

Task 6: Install all components

In addition to installing all components, this installer establishes the connectivity to the instance database that typically resides on a different server.

Begin at the Archer - Installation Options page.

  1. Verify that only the desired components are selected.

    Note: Make sure to select the same components previously installed before running the upgrade. If the installation requires running the installer against a specific component, ensure that the other components installed on the same server are also selected—otherwise, the installer will uninstall them.

    Clearing the Services component results in all installed services except for the Configuration Service and Advanced Workflow Service being uninstalled. Clearing the Advanced Workflow Service results in that service being uninstalled.

    • Web Application
    • Services
    • Instance Database
    • Advanced Workflow
  2. Click Next.

Task 7: Choose the x.509 certificate from store

You must select the same certificate as the one from your original installation of Archer. For more information, see X.509 Certificates.

Begin at the Archer - Choose Certificate page.

  1. Verify that Use Current Certificate is selected and click Next.

Task 8: Configure Advanced Workflow HTTPS

Begin at the Archer - Specify HTTPS Binding Certificate page.

Note: Advanced workflow requires a dedicated certificate.

  1. Enter the port to securely communicate with the Advanced Workflow Service in HTTPS Port.
  2. Do 1 of the following:

    Note: The port numbers for Advanced Workflow REST URL and Advanced Workflow Communication Port cannot be the same when using HTTPS. For example by default, the Advanced Workflow REST URL default port is 8443 and the Advanced Workflow Communication default port is 8000.

    • Use HTTPS.
      • Specify where to obtain the X.509, by doing 1 of the following:
        • If using current certificate, select Use current certificate.

          Note: This option is unavailable, if this is the first installation for your configuration.

        • If selecting from a certificate store, do the following:
          1. Select from certificate store.
          2. In Select a certificate from the store, expand the category and select the certificate.
      • Specify the HTTPS Port.

        Note: If the system detects the specified port number is in use, you must confirm you wish to replace the certificate bound to the specified port.

    • Use HTTP only (Not recommended. When is option is selected, Archer uses the default port and URL. This is not a secure option.)
  3. Click Next.

Task 9: Set the REST URL and Communication Port for Advanced Workflow service

Begin at the Archer Advanced Workflow Settings page.

  1. If using HTTP, click Next.

  2. During HTTP, Archer uses default ports and URLs.
  3. If using HTTPS, do the following:
    1. Change the Advanced Workflow REST URL to the same value specified when configuring Advanced Workflow HTTPS. For example, https://hostName:8000/ where hostName is the fully qualified domain name of the host where the Advanced Workflow Service is installed. If there are multiple Advanced Workflow Service hosts, hostName is the FQDN name for the load balancer and the port number refers to the port for which you have configured the load balancer.

    2. Change the Advanced Workflow Communication Port to a different port than you specified when configuring Advanced Workflow HTTPS. (The default value is 8000).

      Note: If this is a new install, the system populates this field with information from the certificate and HTTPS port used to configure Advanced Workflow HTTPS.

    3. Click Next.

Task 10: Select the language for Archer and content

If you did not check the Instance Database box in Task 6, this task is skipped automatically.

Begin at the Archer Language page.

  1. In Select the language for Archer, select the language that you want to use for Archer. By default, the language is US English. The supported languages are:
    • English (US)
    • Chinese (Simplified)
    • French
    • German
    • Italian
    • Japanese
    • Korean
    • Portuguese (Brazil)
    • Spanish (Latin American).
  2. Click Next.

Task 11: Set the instance database options

The installer detects whether more than 1 instance exists so that all Instance Database connections can be upgraded at the same time. If the installer does not detect the Configuration service, it cannot detect whether there are multiple instances.

Begin at the Archer- Instance Database Options page.

Note: Complete step 1 only when multiple instances exist. If the installer does not detect multiple instances, it does not prompt for a database instance selection.

  1. Do 1 of the following:
    • If you want to upgrade each instance individually, go to step 2. By default, the Single Database Instance (Recommended) option is selected. If you select this option, run the installer to upgrade all other instances.
    • If you want to update multiple instances at the same time, select Multiple Database Instances (Advanced). Select the instances that you want to upgrade. The instances you select upgrade 1 at a time.
  2. In SQL Server, enter the server name. If the SQL Server is configured for a custom port, enter [servername],[portID].
  3. If you are using integrated security, do the following, otherwise go to step 4.
    1. Select User integrated security.
    2. In Database, enter the instance database.
  4. Click Next.
  5. Click Yes or Yes to All. If you select Yes, you must confirm each database.

Task 12: Configure the Web Application options

Begin at the Archer - Web Application Options page.

  1. In Website, select the destination site for the Archer Web Application.
  2. Under the Destination directory, verify that the destination directory is set to the Web Application installation:
    • Install in the website's default application.
    • Install in an IIS application.
  3. Click Next.
  4. Click Yes to confirm the destination directory.

Task 13: Set the services and application paths

The installer populates the paths with the applicable path from the existing installation.

Begin at the Archer - Services and Application Files page.

  1. In Services, verify the path where the services are installed.
  2. In Application Files, verify the path where the application files are installed.
  3. In Program Group, verify that Create Archer group for all users is selected, and click Next.

Note: Do not install the Web Application or products in the same virtual directory or Root of Archer. Browsers send Cookies if more than one Web Application resides in the same space. This behavior may lead to passing Archer cookies to any other application installed in the same Root or Virtual Directory.

Task 14: Set the path for the installer log file

Begin at the Archer - Log Location page.

  1. In Log Path, verify the path where the log file is stored, and click Next.
  2. Confirm whether to copy the application files. Do one of the following:
    • To copy the application files, click Yes, and select the folder to which you want to copy the application files.
    • To continue without copying the application files, click No.
  3. Click OK.

Task 15: Perform the installation

Begin at the Archer - Perform Install page.

  1. Click Next.

    The installer starts installing the applicable components. A progress bar opens.

  2. Wait for the installer to complete installing the applicable components.
  3. Click Finish.

    The Archer Control Panel opens.

Task 16: Start IIS on all Web Servers

Begin at a Command prompt on a Web Server.

  1. Open a Command Prompt.

  2. In the Open field, enter

    iisreset /START

  3. Click Enter.

Task 17: Verify the instance configuration

Begin in Windows Services.

  1. Start all Archer services, except Archer Technologies Archer Configuration Services which should already be running.

    Note: If you are using Advanced Workflow, start the Archer Workflow server at the Web Servers.

  2. Go to Job Engine Manager in the Archer Control Panel, and start job processing.

    1. Click the Server tab and clear the Discontinue Job Processing checkbox to start processing jobs.

    2. In the Actions pane, click Save.

  3. On the Installation Settings tab, verify the Logging and Default Local and Time Zone settings.

  4. Double click the default instance to view the instance settings on the right pane and go to each tab to verify that all information in the configuration is correct.

  5. Click Save.

  6. Repeat steps 4 and 5 for all other instances.

  7. On the dedicated Services Server, start all Archer services.